Sample: Estate Account (Wis. PR-1814 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

STATE OF WISCONSIN, CIRCUIT COURT, COUNTY

IN THE MATTER OF THE ESTATE OFEleanor M. DoeName

Amended

Interim Final Supplemental

Mark one. This draft covers the administration to date. When distribution is complete it is the final estate account (Wis. Stat. §§ 862.01, 865.16), whose Assets on Hand are proposed for distribution in Schedule O.

Estate Account

Informal Administration Formal Administration

Case No.

NOT the court form; modeled on PR-1814 (05/24), Wis. Stat. § 862.07

Wisconsin requires the court’s own form, unmodified; transfer these figures onto it.

I DECLARE:

I am the ✓ personal representative special administrator of this estate and this estate account is true and correct.

The following is my account of the administration of this estate from November 14, 2025 to August 31, 2026. List interested persons on page 2.

RECEIPTS

Net Value of property, subject to administration from Inventory (or assets on hand as of last estate account)	$731,360.61
Added Property to which the decedent was entitled to on Date of Death not included in Inventory or prior Estate Account, including refunds. Schedule (A)	$2,490.00
Dividends (B)	$1,232.65
Interest (C)	$124.92
Capital Gains (Losses) (D)	$17,500.00
Other Receipts (E)	$0.00
TOTAL	$752,708.18

DISBURSEMENTS

Funeral Expenses Schedule (F)	$9,252.00
Debts of Decedent (G)	$3,423.30
Claims (including those by judgment) (H)	$0.00
Taxes Paid (I)	$4,940.00
Interest Paid (J)	$0.00
Administration Expenses (K)	$15,186.57
Other Payments (L)	$0.00
Distributions Paid to Date (M)	$137,800.00
TOTAL DISBURSEMENTS	$170,601.87
Assets on Hand (N)	$582,106.31
TOTAL	$752,708.18

The opening line is the inventory’s total before encumbrances, the same figure PR-1811 shows as Total value of property subject to administration. The app records no mortgages or liens, so if PR-1811’s Net Value is lower once they are filled in, use that lower figure here and reduce Assets on Hand (N) by the same encumbrances, so the two columns still agree.

Claims (including those by judgment) (H) and Interest Paid (J) print $0.00: the app records no ledger category that maps to either. Fill in from claims and interest paid, if any, before transcribing.

Totals in each column must be the same.

Proposed distribution of Assets on Hand (Schedule O): $ ________

The app does not propose how the assets on hand should be split among distributees. Complete Schedule O by hand; its total should equal Assets on Hand (N) above.

Total Fees paid during administration:

Personal Representative:	$9,400.00
Guardian Ad Litem:	$ ________
Special Administrator:	$ ________
Attorney:	$ ________

Page 2 · Signatures

I declare under the criminal penalty of false swearing that the information I have provided is true and accurate.

Personal Representative/Special Administrator

Name Printed or Typed: Daniel R. Doe

Address:

Email Address:

Telephone Number:

Date:

State Bar No. (if any):

I declare under the criminal penalty of false swearing that the information I have provided is true and accurate.

Personal Representative/Special Administrator

Name Printed or Typed:

Address:

Email Address:

Telephone Number:

Date:

State Bar No. (if any):

Form completed by:

Name:

Address:

Email Address:

Telephone Number: Bar Number (If any):

Estate Account Supporting Schedule · List of Interested Persons

The names and mailing addresses of all interested persons are as follows:

(For any person with disabilities, also list any guardian of estate; for any person in the military, also list attorney or attorney in fact; and for any minor, list date of birth.)

Name	Mailing Address
Michael Doe
Sarah Doe

Page 3 · Estate Account Supporting Schedules

Schedule (A - O)	Estate Account Supporting Schedules (List details of each schedule)	Amount
A	Property found: Coin collection found in decedent's safe deposit box (Feb 10, 2026)	$2,150.00
A	Refund of unused homeowner's insurance premium (Feb 20, 2026)	$340.00
B	Quarterly dividend (Jan 31, 2026)	$412.55
B	Quarterly dividend (Apr 30, 2026)	$398.20
B	Quarterly dividend (Jul 31, 2026)	$421.90
C	Savings interest (Mar 31, 2026)	$63.12
C	Savings interest (Jun 30, 2026)	$61.80
D	Capital Gain from sale of Life insurance policy payable to the estate (Jan 15, 2026)	$0.00
D	Capital Gain from sale of 214 Maple Street, house and lot (Apr 22, 2026)	$17,500.00
F	Riverside Funeral Home (Nov 22, 2025)	$8,940.00
F	Obituary notice (Nov 23, 2025)	$312.00
G	Final medical bill (Dec 1, 2025)	$1,208.40
G	Credit card payoff (Jan 10, 2026)	$2,214.90
I	Property tax (Feb 1, 2026)	$3,860.00
I	Federal fiduciary income tax (Form 1041) (Apr 15, 2026)	$1,080.00
K	Utilities (Dec 5, 2025)	$210.00
K	Filing fee for letters testamentary (Dec 9, 2025)	$128.57
K	Attorney fee for estate administration (Dec 15, 2025)	$2,400.00
K	Real property appraisal (Dec 20, 2025)	$450.00
K	Homeowner's insurance (Jan 5, 2026)	$1,140.00
K	Utilities (Jan 5, 2026)	$235.00
K	Filing fee for the inventory (Jan 15, 2026)	$95.00
K	Lawn care and snow removal (Jan 20, 2026)	$620.00
K	Utilities (Feb 5, 2026)	$248.00
K	Utilities (Mar 5, 2026)	$260.00
K	Executor commission (Jul 15, 2026)	$9,400.00
M	Michael Doe	$77,800.00
M	Sarah Doe	$60,000.00
N	Brokerage account, Vanguard	$186,320.44
N	Household furnishings and personal effects	$6,500.00
N	Coin collection found in decedent's safe deposit box	$2,150.00
N	Cash and estate bank accounts (per ledger)	$387,135.87

Schedule O, the proposed distribution of Assets on Hand, prints no detail rows here: the app does not propose how the remaining assets should be split. Complete it by hand.

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