Sample: Inventory and Summary of Account for Estate (Vt. Form 700-00030/700-00056PE style) for the Estate of Eleanor M. Doe

Everything about this estate is made up except the format. Every figure below is produced by the ledger from ordinary entries (a house sold at a gain, dividends, the funeral bill, two distributions), and it balances to the penny. Yours would look like this, with your numbers.

Estate of Eleanor M. Doe
SUPERIOR COURT UnitSTATE OF VERMONTPROBATE DIVISIONCase No.
In re: Eleanor M. Doe

Summary of Account for Estate

Form 700-00056PE, Rev 06/2026

As the fiduciary(s) of the above named estate, I/we hereby account to the Court for the period beginning November 14, 2025 and ending August 31, 2026.

(Date of appointment as executor/administrator, or date of last accounting. End date for this accounting period.)

This is an annual account (ongoing administration).

✓ This is a final account. (All the assets of the estate are ready for distribution)

Section A, Personal Assets (all assets that are NOT Real Estate) & Receipts

LineDescriptionAmount
A-1Personal estate (use the amount reported in the Inventory or last account, whichever is more recent)$321,360.61
A-2Gain on personal estate$0.00
A-3Income to estate since inventory or last account (whichever is more recent)$1,697.57
A-4Personal estate not listed on inventory$2,150.00
A-5Monies advanced to the estate$ ________
The record carries nothing that answers monies advanced to the estate. The preparer fills this line.
A-6 TOTAL PERSONAL ASSETS (Add lines A-1 through A-5)$325,208.18

Section A, Real Estate Assets

LineDescriptionAmount
A-7Real estate (Inventory or last account, whichever is more recent)$410,000.00
A-8Gain on real estate$17,500.00
A-9Real estate not listed on inventory$0.00
A-10 TOTAL REAL ESTATE ASSETS (Add lines A-7 through A-9)$427,500.00
A-11 TOTAL COMBINED ASSETS (Add lines A-6 and A-10)$752,708.18

Itemized Attachments, Section A

If you enter an amount greater than 0 on any line in the worksheet, you must provide an itemized accounting on a separate sheet. At the top of each itemized accounting, indicate the Section, Schedule letter and number, and the type of asset, receipt or disbursement. For example: Section A, Schedule A-2, Gain on personal estate.

Section A, Schedule A-1, Personal estate (use the amount reported in the Inventory or last account, whichever is more recent)

DateDescriptionAmount
Checking account, First National Bank$18,240.17
Savings account, First National Bank$42,500.00
Brokerage account, Vanguard$186,320.44
2021 Subaru Outback$17,800.00
Life insurance policy payable to the estate$50,000.00
Household furnishings and personal effects$6,500.00

Section A, Schedule A-3, Income to estate since inventory or last account (whichever is more recent)

DateDescriptionAmount
Jan 31, 2026Quarterly dividend$412.55
Feb 20, 2026Refund of unused homeowner's insurance premium$340.00
Mar 31, 2026Savings interest$63.12
Apr 30, 2026Quarterly dividend$398.20
Jun 30, 2026Savings interest$61.80
Jul 31, 2026Quarterly dividend$421.90

Section A, Schedule A-4, Personal estate not listed on inventory

DateDescriptionAmount
Feb 10, 2026Property found after the inventory: Coin collection found in decedent's safe deposit box$2,150.00

Section A, Schedule A-7, Real estate (Inventory or last account, whichever is more recent)

DateDescriptionAmount
214 Maple Street, house and lot$410,000.00

Section A, Schedule A-8, Gain on real estate

DateDescriptionAmount
Apr 22, 2026Gain on sale: 214 Maple Street, house and lot$17,500.00

Section B, Disbursements, Payments, Expenditures, and Losses

Complete every line. If there is no value, enter 0. Only list disbursements since the estate was opened or the last Account, whichever is most recent.

LineDescriptionAmount
B-1Funeral and burial expenses$9,252.00
B-2Loss on personal estate$0.00
B-3Paid debts$8,363.30
B-4Administrative and/or Fiduciary expenses$15,186.57
B-5Attorney fees$ ________
The record cannot identify an attorney's fee on its own. If a payment above (line B-4) was to the attorney representing the estate, move it here and provide the itemized statement the form asks for.
B-6Support for surviving spouse or children$ ________
No category in the record answers support for a surviving spouse or children. The preparer fills this line.
B-7Other disbursements$0.00
B-8Distributions to legatee(s)$137,800.00
B-9Loss on real estate$0.00
B-10 TOTAL DISBURSEMENTS (Add lines B-1 through B-9)$170,601.87

Itemized Attachments, Section B

Section B, Schedule B-1, Funeral and burial expenses

DateDescriptionAmount
Nov 22, 2025Riverside Funeral Home$8,940.00
Nov 23, 2025Obituary notice$312.00

Section B, Schedule B-3, Paid debts

DateDescriptionAmount
Dec 1, 2025Final medical bill$1,208.40
Jan 10, 2026Credit card payoff$2,214.90
Feb 1, 2026Property tax$3,860.00
Apr 15, 2026Federal fiduciary income tax (Form 1041)$1,080.00

Section B, Schedule B-4, Administrative and/or Fiduciary expenses

DateDescriptionAmount
Dec 5, 2025Utilities$210.00
Dec 9, 2025Filing fee for letters testamentary$128.57
Dec 15, 2025Attorney fee for estate administration$2,400.00
Dec 20, 2025Real property appraisal$450.00
Jan 5, 2026Homeowner's insurance$1,140.00
Jan 5, 2026Utilities$235.00
Jan 15, 2026Filing fee for the inventory$95.00
Jan 20, 2026Lawn care and snow removal$620.00
Feb 5, 2026Utilities$248.00
Mar 5, 2026Utilities$260.00
Jul 15, 2026Executor commission$9,400.00

Section B, Schedule B-8, Distributions to legatee(s)

DateDescriptionAmount
May 2, 20262021 Subaru Outback distributed in kind to Michael Doe$17,800.00
Jun 15, 2026Distribution to Sarah Doe$60,000.00
Jun 15, 2026Distribution to Michael Doe$60,000.00

Section C, Proposed Disbursements to Beneficiaries

(ONLY COMPLETE THIS SECTION IF THIS IS A FINAL ACCOUNT)

The description of each asset should match the description in the Inventory.

Full Name of BeneficiarySpecific Description of Asset(s) To be Distributed to BeneficiaryValue
$ ________
$ ________
Total$ ________

The record carries no distribution plan. The rows above are for the preparer to complete before filing.

Account Summary

1. TOTAL ASSETS (from Section A-11)$752,708.18
2. TOTAL DISBURSEMENTS (from Section B-10)$170,601.87
3. CURRENT BALANCE MANAGED BY FIDUCIARY(s) (Subtract Line 2 from Line 1)$582,106.31

(In a final accounting, this number should match the total of proposed distributions from page 3 so after distribution to beneficiaries has been made, the estate has a balance of zero.) Check this by hand against the Section C total above once it is complete; the record here does not hold a distribution plan to compare it against.

An account is not rejected for de minimis discrepancies unless the court finds good cause to reject it on that basis (14 V.S.A. 1066).

Motion to Allow Account

I/We, Daniel R. Doe (names of executor/administrator(s)) request that the Court allow the account as set forth in the attached Summary of Account for estate. I/we have attached an itemized list for each schedule that has a value greater than zero.

Daniel R. Doe
Signature of fiduciary

Mailing address:

City, state, zip:

Phone:    Email:

If there are co-executors/administrators, both executor/administrators must sign.

I/We declare that the above statements are true and accurate to the best of my knowledge and belief. I/We understand that if the above statements are false, I/We will be subject to the penalty of perjury or to other sanctions in the discretion of the court.

No notary appears on this form. This is a declaration, not a sworn oath.

Affidavit of All Debts Paid

...do hereby affirm that all of the debts, funeral charges, and expenses of administration of the deceased have been paid or will be paid by:

All debts have been paid.

All debts will be paid according to an order issued by the court.

The Application for Tax Clearance was filed with the Vermont Dept. of Taxes on .

Vermont still has an estate tax. Filing an Application for Tax Clearance is a requirement of the waiver route (14 V.S.A. 1069(5)) and, new in this 06/2026 revision, a box on this affidavit. The record here does not hold that filing date, so it is left blank.

Please Select an option applicable to this case:

Notice to Creditors was Published.

Notice to Creditors was Waived by Motion.

I/We declare that the above statements are true and accurate to the best of my knowledge and belief. I/We understand that if the above statements are false, I/We will be subject to the penalty of perjury or to other sanctions in the discretion of the court.

The form’s own affidavit opens “having been duly sworn, do hereby affirm” and then closes in the declaration above, with no oath actually administered. That inconsistency is the form’s own; it is reproduced here as written.

Waiving a Final Accounting

If an estate has been open for at least six months AND the remaining assets include no real estate, a final accounting may be waived under 14 V.S.A. 1069 instead of filing this form. The fiduciary files a Motion to Waive Accounting and a Waiver of Final Accounting and Consent signed by every interested party, along with a schedule of remaining assets, a schedule of proposed distribution, and a tax clearance from the Vermont Department of Taxes. ExecutorLedger does not produce either of those two forms.

Prepared with ExecutorLedger. This document follows the general style of the named format; it is not a court form and ExecutorLedger does not provide legal advice. Review with your attorney before signing, circulating, or filing. Estate of Eleanor M. Doe: Summary of Account for Estate, Form 700-00056PE. Page ________ of ________.

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