Sample: Final Report and Accounting and Petition for Distribution (Wyo. statutory 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 WyomingCounty of , in the Judicial DistrictProbate No.
In the Matter of the Estate of Eleanor M. Doe, Deceased

Final Report and Accounting and Petition for Distribution

W.S. 2-7-811
Wyoming publishes no court form for this filing. W.S. 2-7-811(b)’s eleven numbered contents, below, are the whole specification. No form number is printed or claimed on this document. Confirm what your own district expects before filing.

When the estate is ready to be closed, the personal representative files this final report and accounting and petition for distribution with the clerk of court, under oath (W.S. 2-7-811(a)), for the period November 14, 2025 through August 31, 2026.

The Eleven Required Contents

W.S. 2-7-811(b) lists eleven things this report must contain. All eleven are recited below, numbered as the statute numbers them.

(i) An accurate description of all the real estate of which the decedent died seized, stating the nature and extent of the decedent’s interest, which has not been sold and conveyed by the personal representative.

No real estate is recorded as still held by the estate. If any exists, describe it here:

This is a description, not a figure. Real estate the personal representative has not sold is described here and carries no dollar amount in the accounting below. W.S. 2-7-811(b)(ix) accounts only for monies and personal property; real estate the representative did sell is treated as personal property and its proceeds are already in the accounting.

(ii) Whether the decedent died testate or intestate.

(iii) The name and place of residence of the surviving spouse, or that none survived: ·

(iv) In an intestate estate, the name, place of residence and relationship to the decedent of each heir. (v) In a testate estate, the name, place of residence and relationship of each devisee. The estate’s own record lists the following distributees; the preparer completes each one’s place of residence and relationship.

NamePlace of residenceRelationship to the decedent
Sarah Doe
Michael Doe

(vi) Whether any legacy or devise remains in charge on the real estate, and its nature and amount: none, or as follows:

(vii) Whether any distributee is under any legal disability: none, or as follows:

(viii) The name of the conservator or trustee for any distributee, and the court from which the conservator’s or trustee’s letters issued:

(ix) An accounting of all the monies and personal property coming into the hands of the personal representative, unless the accounting is waived by all interested parties. Rendered in full below, under “The Accounting.”

This waiver reaches (ix) alone. The accounting, and only the accounting, may be waived if all interested parties agree. The other ten contents of this report are not waivable.

(x) Whether all statutory tax requirements, including W.S. 2-7-812(a), have been complied with: yes, or not yet, as follows:

(xi) The personal representative’s proposed distribution of the estate. The proposed distribution by beneficiary is rendered in full below, under “The Accounting.”

The Accounting

W.S. 2-7-811(b)(ix): monies and personal property only. Real estate the personal representative has not sold and conveyed is described under content (i) above, not here, and adds no figure to any total on this page.

Charges and credits

Charges
Property on hand at start of period$321,360.61
Additional property received (Schedule B)$2,150.00
Receipts (Schedule A)$429,197.57
Gains on sale (Schedule C)$0.00
Total charges$752,708.18
Credits
Disbursements (Schedule D)$32,801.87
Distributions (Schedule F)$137,800.00
Property on hand at close of period$582,106.31
Total credits$752,708.18

Schedule A · Receipts

DateDescriptionAmount
2026-01-31Quarterly dividend$412.55
2026-02-20Refund of unused homeowner's insurance premium$340.00
2026-03-31Savings interest$63.12
2026-04-22Sale of 214 Maple Street$427,500.00
2026-04-30Quarterly dividend$398.20
2026-06-30Savings interest$61.80
2026-07-31Quarterly dividend$421.90
Total, Schedule A$429,197.57

Schedule B · Additional property received

DateDescriptionAmount
2026-02-10Coin collection found in decedent's safe deposit box$2,150.00
Total, Schedule B$2,150.00

Schedule C · Gains on sale or other disposition

DateDescriptionAmount
2026-01-15Life insurance proceeds received (sold for $50,000.00; carried at $50,000.00)$0.00
Total, Schedule C$0.00

Schedule D · Disbursements

DateDescriptionAmount
2025-11-22Riverside Funeral Home$8,940.00
2025-11-23Obituary notice$312.00
2025-12-01Final medical bill$1,208.40
2025-12-05Utilities$210.00
2025-12-09Filing fee for letters testamentary$128.57
2025-12-15Attorney fee for estate administration$2,400.00
2025-12-20Real property appraisal$450.00
2026-01-05Homeowner's insurance$1,140.00
2026-01-05Utilities$235.00
2026-01-10Credit card payoff$2,214.90
2026-01-15Filing fee for the inventory$95.00
2026-01-20Lawn care and snow removal$620.00
2026-02-01Property tax$3,860.00
2026-02-05Utilities$248.00
2026-03-05Utilities$260.00
2026-04-15Federal fiduciary income tax (Form 1041)$1,080.00
2026-07-15Executor commission$9,400.00
Total, Schedule D$32,801.87

Schedule F · Distributions to beneficiaries

DateDescriptionAmount
2026-05-02Michael Doe: 2021 Subaru Outback, at its inventory value$17,800.00
2026-06-15Sarah Doe$60,000.00
2026-06-15Michael Doe$60,000.00
Total, Schedule F$137,800.00

Personal property on hand at close

DescriptionCarrying value
Brokerage account, Vanguard$186,320.44
Household furnishings and personal effects$6,500.00
Coin collection found in decedent's safe deposit box$2,150.00
Cash and estate bank accounts (per ledger)$387,135.87
Total personal property on hand$582,106.31

(xi) Proposed distribution, by beneficiary

BeneficiaryIn cashIn propertyTotal
Michael Doe$60,000.00$17,800.00$77,800.00
Sarah Doe$60,000.00$60,000.00
Total proposed distribution$137,800.00

Distributions in kind

BeneficiaryItemCarrying value
Michael Doe2021 Subaru Outback$17,800.00

Property handed over in kind is property the personal representative is discharged of, so it is credited above at the value it was carried at. No money changed hands, which is why it is listed here as well, item by item.

Property received since the inventory

W.S. 2-7-410: property not on the inventory that came to the personal representative’s possession or knowledge later, and which is required to be appraised and filed as an appraisement within one month of discovery, as its own separate instrument. This table answers a different question from the property on hand above: what came into the personal representative’s hands after the inventory, whether or not the estate still holds it. An item here the estate still holds is already counted, at its carrying value, in the property on hand total above. One that has since been sold or handed over is not. Do not add the two totals together.

DescriptionKindValue
Coin collection found in decedent's safe deposit boxPersonal property$2,150.00
Total property received since the inventory$2,150.00

Interim Accounts

If the final report and accounting is not filed within one year from appointment, W.S. 2-7-806(b) requires a verified interim report and accounting at the end of that year, and annually after, until this final report and accounting is filed. The personal representative may also file a verified interim report and accounting at any time (W.S. 2-7-806(a)), and the court may order one at any time (W.S. 2-7-806(c)).

Notice of Final Settlement of Estate

W.S. 2-7-204(b)

This report and petition may be filed when the estate is in condition for final settlement, but not less than three months after the date of first publication of the notice of opening the probate (W.S. 2-7-204(a)). The notice below is substantially the form the statute prescribes.

State of WyomingCounty of

NOTICE OF FINAL SETTLEMENT OF ESTATE

To the Clerk of the District Court, Judicial District, in said County and State: notice is given that the personal representative of the estate of Eleanor M. Doe, deceased, has filed the personal representative’s final report and accounting and petition for distribution, on , and that anyone interested may examine it and file objections in writing at any time within ten (10) days after , the last day on which any objections may be filed.

If no objections are filed, final settlement of the estate will be had on the day following the last day for filing objections, or as soon thereafter as the matter may be heard.

Objections and the Hearing

This report is set down for hearing and served as W.S. 2-7-204 and 2-7-205 require (W.S. 2-7-811(c)). Any objection must be in writing, in duplicate, filed with the clerk of court (W.S. 2-7-811(d)). At the hearing, the personal representative has the burden of proof as to any issue of fact or law that is raised (W.S. 2-7-811(e)).

Taxes Before Discharge

Before a final decree, the court must be satisfied, by presentation of receipts, cancelled checks, certificates, closing letters and other proof, that all federal, state, county and municipal taxes chargeable against the estate have been paid, or that none is chargeable (W.S. 2-7-812). No discharge, no release of bond and no decree may issue until all inheritance and estate taxes and interest due are paid, or the court finds none chargeable.

Receipts, cancelled checks, certificates and closing letters attached:

The Decree of Distribution

Wyoming closes an estate by a court decree, not by a sworn closing statement. Upon approval of this final report and accounting and petition for distribution, with any changes, corrections, amendments or supplements the court requires, the court enters a final decree of distribution naming the persons and the proportions or parts of the estate to which each is entitled (W.S. 2-7-813). The personal representative then distributes the estate forthwith; a distributee may demand, sue for and recover their share.

Discharge

The personal representative is discharged on petition, after proof of payment or receipts (W.S. 2-7-814). If no known assets remain, the court may close a pending estate on its own motion; that order does not exonerate the personal representative or the surety unless it says so (W.S. 2-7-815). Final settlement does not prevent reopening the estate later for after-discovered property, or to correct a property description (W.S. 2-8-101).

Fees

W.S. 2-7-805(a)

No fees shall be paid to the personal representative or to the attorney for the estate except upon order of the court. Either may apply at any time, by written verified application, for partial or total fees and expenses for ordinary or extraordinary services; an expenses application needs a written itemization, and an extraordinary- services application needs an itemization showing the kind, nature, extent and time spent. Any fees and expenses allowed by an order entered ex parte remain subject to timely objection at the hearing of this final report and accounting.

Recorded in the ledger as executor compensation$9,400.00
Court order allowing this fee, date

The ledger records a compensation figure above. Recording it is not the same as the court allowing it. Under W.S. 2-7-805(a), no fee may be paid to the personal representative or the attorney except upon order of the court, and a fee allowed ex parte can still be objected to at this hearing.

The personal representative’s schedule, on the amount of the probate estate accounted for (W.S. 2-7-803(a)): 10% of the first $1,000; 5% of the next $1,000 to $5,000; 3% of the next $5,000 to $20,000; 2% of anything over $20,000. The attorney for the estate has the same four tiers on the same base (W.S. 2-7-804), and the personal representative and the attorney may negotiate lower fees (W.S. 2-7-804(d)). The court may allow more for unusual circumstances, and further just and reasonable fees for extraordinary services, including tax matters and litigation (W.S. 2-7-803(b), 2-7-804). This product does not compute a percentage and does not claim a court has allowed or will allow any amount.

Administration expenses are paid first out of estate income received, then from the residue, unless the will directs otherwise (W.S. 2-7-802(b)).

Oath

The personal representative files this final report and accounting and petition for distribution under oath (W.S. 2-7-811(a)).

Daniel R. Doe, Personal Representative
Signature

Daniel R. Doe swears that the foregoing final report and accounting and petition for distribution is true, subject to a notary or clerk administering the oath.

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: Final Report and Accounting and Petition for Distribution, W.S. 2-7-811. Page ________ of ________.

Produce this for your estate. Recording is free, and $149 (one-time payment) unlocks every document for the estate when you export.

Keeping the books for an estate?

Recording is free for as long as the estate takes: the ledger, the inventory, the distributions, and the deadlines for your state. Every document opens as a free preview with your own numbers. $149 (one-time payment) per estate lifts the watermark. Refund within 14 days, and your records export free at any time.

See a sample accounting
By starting you agree to our Terms and Privacy Policy.