Accounting Of Personal Representative

COURT COUNTY .OF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ......... .. : : IN THE CIRCUIT COURT FOR Plaintiff(s) IN RE: ESTATE OF Index No. Calendar No. COUNTY, FLORIDA : JUDICIAL SUBPOENA -against- : PROBATE DIVISION File Number : : Deceased. Division ACCOUNTING OF PERSONAL REPRESENTATIVE(S) Defendant(s) , : From: , , Through: ...................................................... The purpose of this accounting is to acquaint all interested persons with the transactions that have occurred during the period covered by the accounting and the assets that remain on hand. It consists of a SUMMARY sheet and Schedule A showing all Receipts, Schedule B showing all Disbursements, Schedule C showing all Distributions, Schedule D showing all Capital Transactions and Adjustments THE PEOPLE OFare also reflected in other NEW YORK (the effect of which THE STATE OF schedules, if appropriate), and Schedule E showing assets on hand at the end of the accounting period. It is important that this accounting be carefully Requests for additional information and questions TO should be addressed to the personal representative(s) or the attorneys for theexamined.representative(s), the names and addressesany whom are personal of set forth below. Under penalties of perjury, the undersigned personal representative(s) declare(s) that I (we) have read and examined this accounting and that the facts and figures set forth in the Summary and the attached Schedules are true, to the best of my (our) knowledge and belief, and that it is a complete report of all cash and property transactions and of all receipts and disbursements by me (us) as personal GREETINGS: of the estate of representative(s) deceased, from __________________, through __________________, . WE COMMAND YOU, that all business and excuses being laid aside, you and each of you attend before Signed on ____________________, . , the Honorable at the Court Attorney Personal Representative: County of for Personal Representative: located at in room , on the day of , 20 , at o'clock in the noon, and at any recessed or adjourned date, to testify and give evidence as a witness in this action on the part of the Attorney Name Your Florida Bar No. failure to comply with this subpoena is punishable as a contempt of court and will make you liable to the party on whose behalf this subpoena was issued for a maximum penalty of $50 and all damages sustained as a result of your failure to comply. Witness, Honorable (address) Court in County, Telephone: , one of the Justices of the day of , 20 (address) [Print or Type Names Under All Signature Lines] (Attorney must sign above and type name below) Attorney(s) for Office and P.O. Address Telephone No.: Facsimile No.: E-Mail Address: Mobile Tel. No.: American LegalNet, Inc. www.USCourtForms.com COURT COUNTY .OF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ......... .. : : IN THE CIRCUIT COURT FOR Plaintiff(s) IN RE: ESTATE OF Index No. Calendar No. COUNTY, FLORIDA : JUDICIAL SUBPOENA -against- : PROBATE DIVISION File Number Division Deceased. : ACCOUNTING OF PERSONAL REPRESENTATIVE : Defendant(s) , : ...................................................... SUMMARY Income Principal Totals From: , , Through: THE PEOPLE OF THE STATE OF NEW YORK I. TO Starting Balance Assets per Inventory or on Hand at Close of Last Accounting Period $ $ $ II. Receipts Schedule A: $ $ $ GREETINGS: YOU, that all business and excuses being laid aside, you and each of you attend before $ $ $ , the Honorable at the Court located at County of in room Distributions , on the day of , 20 , at o'clock in the noon, and at any recessed IV. or adjourned date, to testify and give evidence as a witness in this $ action on the part of the Schedule C: $ $ V. Capital Transactions and Adjustments Schedule D: Net Gain or with Your failure to comply(Loss) III. Disbursements WE COMMAND Schedule B: $ this subpoena is punishable $ a contempt of court and will make you liable to as the party on whose behalf this subpoena was issued for a maximum penalty of $50 and all damages sustained as a result of your failure to comply. VI. Assets on Hand at Close of Accounting Period Schedule E: Cash and Other Assets Witness, Honorable Court in County, $ $ $ , one of the Justices of the day of , 20 NOTE: Refer to Fla. Prob. R. 5.330(b), 5.345, 5.346, and 5.400. Also see Accountings, Chapter 12 of Practice Under Florida Probate Code (Fla. Bar CLE). sign above and type name below) (Attorney must Entries on Summary are to be taken from totals on Schedules A, B, C, D and E. The Summary and Schedules A, B, C, D and E are to constitute the full accounting. Every transaction occurring during the accounting period should be reflected on the Schedules. All purchases and sales, all adjustments to the inventory or carrying value of any asset, and any other changes in the assets (such as stock Attorney(s) for splits) should be described on Schedule D. The amount in the "Total" column for Item VI must agree with the total inventory or adjusted carrying value of all assets on hand at the close of the accounting period on Schedule E. Office and P.O. Address Telephone No.: Facsimile No.: E-Mail Address: Mobile Tel. No.: American LegalNet, Inc. www.USCourtForms.com COURT COUNTY .OF. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ......... .. : : : : : Receipts , Index No. Calendar No. ACCOUNTING OF PERSONAL REPRESENTATIVE, Plaintiff(s) ESTATE OF From: JUDICIAL SUBPOENA , Through: , -against- SCHEDULE A : Defendant(s) : ...................................................... Date Brief Description of Items Income Principal THE PEOPLE OF THE STATE OF NEW YORK TO GREETINGS: WE COMMAND YOU, that all business and excuses being laid aside, you and each of you attend before , the Honorable at the Court located at County of in room , on the day of , 20 , at o'clock in the noon, and at any recessed or adjourned date, to testify and give evidence as a witness in this action on the part of the NOTE: Schedule A should reflect only those items received during administration that are not shown on the inventory. Classification of items as income or principal is to be in accordance with the provisions of the Florida Principal and Income Act, Chapter 738, Florida Statutes. Entries involving the sale of assets or other adjustments to the carrying values of assets are to be shown on Schedule D, and