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Estate Account (Informal And Formal Administration) PR-1814 - Wisconsin
| Estate Account (Informal And Formal Administration) Form. This is a Wisconsin form and can be used in Probate Circuit Court Statewide . |
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FORM SUMMARY Name of Form: Estate Account (Informal Administration and Formal Administration) PR-1814 §§862.01, 862.05, 862.07, 862.11, and 865.16(1)(c), Wisconsin Statutes PR 3-5; PR 6-7 To account for receipts and distributions affecting the property subject to administration. Personal Representative Formal administration Original: Court Formal and informal administration Copies: The personal representative must furnish a copy to every interested person whose distribution is affected. Form Number: Statutory Reference: Benchbook Reference: Purpose of Form: Who Completes It: Distribution of Form: Accompanying Forms: New Form/Modification: Modifications: For formal administration, Petition for Final Judgment (PR-1910). Modifications; last update 10/07. Added "Amended", "Supplemental", "Interim" and "Final" to title. Clarified starting balance as being the value from inventory or assets on hand as of last account. Updated format. Clarified and simplified language. Also added "Special Administrator". This form will be usable in more circumstances and labels in caption clarify purpose. This form is the product of the Wisconsin Records Management Committee, a committee of the Director of State Court's Office and a mandate of the Wisconsin Judicial Conference. If you have additional information that does not change the meaning of the form, attach it on a separate page. The form itself shall not be altered. Comments: About this Form: Approval Date: 10/07/2010 Release Date: 12/22/2010 Page 1 American LegalNet, Inc. www.FormsWorkFlow.com STATE OF WISCONSIN, CIRCUIT COURT, COUNTY Amended For Official Use IN THE MATTER OF THE ESTATE OF Interim Final Supplemental Estate Account Informal Administration Formal Administration Case No. UNDER OATH I VERIFY: special administrator of this estate and this estate account is true and personal representative I am the correct. The following is my account of the administration of this estate from (Date of Death or Date of prior account) . List interested persons on page 2. to (Date) TOTAL DISBURSEMENTS TOTAL RECEIPTS $ Net Value of property, subject to administration Funeral Expenses Schedule (F) from Inventory (or assets on hand as of last account) Added Property to which the decedent was entitled to on Date of Death not included in Inventory or Prior Account Schedule (A) Dividends (B) Interest (C) Capital Gains (Losses) (D) Other Receipts (E) $ Debts of Decedent Claims (including those by judgment) Taxes Paid Interest Paid Administration Expenses (excluding fees) Other Payments Distributions Paid to Date (G) (H) (I) (J) (K) (L) (M) TOTAL DISBURSEMENTS $ $ Assets on Hand (N) TOTAL $ Totals in each column must be the same. $ Assets on Hand Schedule (N) Minus Requested Fees: Personal Representative $ Guardian Ad Litem $ Special Administrator $ Attorney $ $ Balance Available for Distribution. $ List proposed distribution on Schedule (O) TOTAL $ State of County of Subscribed and sworn to before me on Personal Representative/Special Administrator Name Printed or Typed Notary Public/Court Official Address Name Printed or Typed My commission/term expires: Telephone Number Date PR-1814, 10/10 Estate Account (Informal Administration and Formal Administration) Page 1 of 3 §§862.01, 862.05, 862.07, 862.11 and 865.16(1)(c), Wisconsin Statutes American LegalNet, Inc. www.FormsWorkFlow.com This form shall not be modified. It may be supplemented with additional material. Estate Account (Informal Administration and Formal Administration) Page 2 of 3 Case No. State of County of Subscribed and sworn to before me on Personal Representative/Special Administrator Name Printed or Typed Notary Public/Court Official Address Name Printed or Typed My commission/term expires: Telephone Number Date Form completed by: (Name) Telephone Number Bar Number (If any) Address 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 If Minor, Date of Birth PR-1814, 10/10 Estate Account (Informal Administration and Formal Administration) Page 2 of 3 §§862.01, 862.05, 862.07, 862.11 and 865.16(1)(c), Wisconsin Statutes American LegalNet, Inc. www.FormsWorkFlow.com This form shall not be modified. It may be supplemented with additional material. Estate Account (Informal Administration and Formal Administration) Page 3 of 3 Case No. Schedule (A - O) Estate Account Supporting Schedules (List details of each schedule) Amount $ PR-1814, 10/10 Estate Account (Informal Administration and Formal Administration) Page 3 of 3 §§862.01, 862.05, 862.07, 862.11 and 865.16(1)(c), Wisconsin Statutes American LegalNet, Inc. www.FormsWorkFlow.com This form shall not be modified. It may be supplemented with additional material.
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