Wisconsin > Statewide > Circuit Court > Probate
Trustees Account PR-1937 - Wisconsin
| Trustees Account Form. This is a Wisconsin form and can be used in Probate Circuit Court Statewide . |
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STATE OF WISCONSIN, CIRCUIT COURT, COUNTY Amended For Official Use IN THE MATTER OF THE ESTATE OF Trustee's Account For the following trust: Annual Interim Final Informal Administration Formal Administration Case No. This is an accurate account of the administration of the trust for the period from (Date) . through (Date) Summary Description (Attach Schedules) Line Balance 1. Beginning Balance. Do not change any pre-printed amount. (Inventory total value or ending balance from prior account.) $ 2. Total assets and income received from Schedule A (Page 1). (Add) $ 3. Subtotal $ 4. Total expenses, distributions and losses incurred from Schedule B (Page 2.) (Subtract) $ 5. Total assets on hand from Schedule C (Page 3.) TOTAL $ STOP! YOU MUST SIGN THIS FORM IN FRONT OF A NOTARY. State of County of Subscribed and sworn to before me on Trustee Name Printed or Typed Notary Public/Court Official Address Name Printed or Typed Telephone Number My commission/term expires: Date State of County of Subscribed and sworn to before me on Trustee Name Printed or Typed Notary Public/Court Official Address Name Printed or Typed My commission/term expires: Telephone Number Date Form completed by: (Name) Address Telephone Number Bar Number (If any) PR-1937, 10/10 Trustee's Account (Informal Administration and Formal Administration) Page 1 of 3 §701.16(4) and (5), Wisconsin Statutes American LegalNet, Inc. www.FormsWorkFlow.com This form shall not be modified. It may be supplemented with additional material. Trustee's Account (Informal Administration and Formal Administration) Page 2 of 3 Case No. (If the space given is insufficient for any item, attach additional sheets.) See attached Schedule A Assets and Income Received Description (Example: Interest, dividends, rental and other income, gains from assets sold for more than inventory value, or purchase price if acquired after the initial inventory.) Amount $ TOTAL: $ (Enter in Summary on Line 2 on page 1) See attached Schedule B Expenses, Distributions and Losses Incurred Description (Example: Distributions to or for beneficiary, expenses of the trust, assets sold for less than inventory value, or purchase price if acquired after the initial inventory.) Amount $ TOTAL: (Enter in Summary on Line 4 on page 1) PR-1937, 10/10 Trustee's Account (Informal Administration and Formal Administration) Page 2 of 3 $ §701.16(4) and (5), Wisconsin Statutes American LegalNet, Inc. www.FormsWorkFlow.com This form shall not be modified. It may be supplemented with additional material. Trustee's Account (Informal Administration and Formal Administration) Page 3 of 3 Case No. See attached Schedule C Assets on Hand (at end of accounting period) Description (Example: Cash, Checking Accounts, Savings Accounts, Certificates of Deposit, including Names and Account Numbers; Investments; Real Estate, Including Encumbrances) Amount (List balance at end of accounting period; inventory value, or purchase price if acquired after the initial inventory.) $ TOTAL: (Enter in Summary on Line 5 on page 1) $ For Authorized Persons Only: Display and Verification of Assets I am not the trustee and I am authorized by the court to verify assets. I have examined all securities, evidences of deposit and investments; and such assets correspond with the account, except as indicated. Signature (Not Trustee) Date of verification: Name Printed or Typed and Title Telephone Number Date PR-1937, 10/10 Trustee's Account (Informal Administration and Formal Administration) Page 3 of 3 §701.16(4) and (5), 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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