Fill and Sign the Compulsory Accounting Form

Petition for a Compulsory Accounting and Related Relief Filing Fee Paid $_________________ Receipt No.: _________________ STATE OF NEW YORK SURROGATE’S COURT: COUNTY OF ___________________ Petition for a Compulsory Accounting and Related Relief in the Estate of ________________________________ _____ PETITION FOR A COMPULSORY ACCOUNTING Deceased. AND RELATED RELIEF SCPA 2205 File No. ____________________ To the Surrogate’s Court of the County of __________________: It is respectfully alleged: 1. The name, citizenship, and domicile of the Petitioner are as follows: Name: __________________________________________________________________________________________ Domicile or Principal Office: _________________________________________________________________________ (Street and Number) _________________________________________________________________________________________________ (City, Village or Town) (State) (Zip Code) Citizen of: ________________ 2. That the decedent died on __________________________________________. 3. That letters [ ] testamentary [ ] of administration [ ] of trusteeship [ ] other (specify)__________________ were granted by the Surrogate’s Court of the County of ________________________________________ on __________________________, ________, to _____________________________________________ residing at __________________________________________________________________________________________________________. 4. That the fiduciary has not filed an account of his/her proceedings as fiduciary. 5. The Petitioner is [ ] distributee [ ] legatee [ ] creditor [ ] other (specify) ___________________ and the reason why Petitioner wishes the fiduciary to account is: ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________ [NOTE: Complete Paragraph 6 IF relief requested is in addition to a compulsory accounting.] 6. The persons entitled to notice on an application to suspend, modify or revoke a fiduciary’s letters, to appoint a successor fiduciary or to settle a fiduciary’s account (See SCPA Section 2206(2)) are: Name Address Nature of Interest ________________________________ ______________________________ ________________________________ ________________________________ ______________________________ ________________________________ ________________________________ ______________________________ ________________________________ ________________________________ ______________________________ ________________________________ WHEREFORE your Petitioner pray(s) that process issue requiring ___________________________________________ (Name of Fiduciary) to show cause why he/she should not file his/her account and cause some to be judicially settled and upon failure to file his/her account with petition for judicial settlement on the return date of citation, that the court issue an order requiring him/her to file an account. [ For additional relief pursuant to SCPA §2205 and §2206, check the appropriate box]: [ ] upon failure to appear on the return date of process without satisfactory excuse therefore, or upon failure to file an account in the time and manner directed by the court, show cause why his/her letters should not be suspended and why the court should not appoint , an eligible person(s), as temporary fiduciary and to fix a trial date for a hearing on the removal of whose letters have been suspended and for the appointment of ______________________________________, as Successor Fiduciary. [ ] if the fiduciary’s letters are suspended or the fiduciary fails to account in the time and manner directed by the court, why the court should not fix a date for a hearing to take and state the fiduciary’s account, in accordance with the proposed accounting attached to the petition, the summary statement of such account has been served herewith. [State any further relief requested] ____________________________________________________________________________________________________________ ____________________________________________________________________________________________________________ ____________________________________________________________________________________________________________ Dated: ___________________________________ ______________________________________________ (Signature of Petitioner) Print Name ___________________________________________ On __________________, before me personally came ____________________________________ (Name of Petitioner), to me known, who duly swore to the foregoing instrument and which did say that he resides at _________________ _________________________________________and that he is an Individual, the Petitioner. and that he signed his name to said Petition, individually. ___________________________________________ Notary Public Commission Expires: (Affix Notary Stamp or Seal) COMPULSORY ACCOUNTING CITATION File No. _____________________ SURROGATE’S COURT : ______________________ COUNTY CITATION THE PEOPLE OF THE STATE OF NEW YORK, By the Grace of God Free and Independent TO ______________________________________________________________________________________________ ______________________________________________________________________________________________ ______________________________________________________________________________________________ A petition having been filed by _____________________________________________________________, who is domiciled at ____________________________________________________________________________ ___________________________________________________________________________________________________________ YOU ARE HEREBY CITED TO SHOW CAUSE before the Surrogate’s Court, _____________________________ County at ________________________________________________, New York, on ______________________ at _________ o’clock in the forenoon of that day why should not file an account of his/her proceedings and cause same to be judicially settled and upon failure to file his/her account with petition for judicial settlement on the return date of citation, that the court issue an order requiring him/her to file an account in the estate of ___________________________________. [For additional relief pursuant to SCPA §2205 and §2206, check the appropriate box]: [ ] upon failure to appear on the return date of process without satisfactory excuse therefore, or upon failure to file an account in the time and manner directed by the court, show cause why his/her letters should not be suspended and why the court should not appoint __________________________________________________________________________, an eligible person, as temporary fiduciary and to fix a trial date for a hearing on the removal of _____________________ ________________________________________________________________________________________________ whose letters have been suspended and for the appointment of , as Successor Fiduciary. [ ] if the fiduciary’s letters are suspended or the fiduciary fails to account in the time and manner directed by the court, why the court should not fix a date for a hearing to take and state the fiduciary’s account, in accordance with the proposed accounting attached to the petition, the summary statement of which account has been served herewith. Dated, Attested and Sealed, HON.___________________________________ Surrogate _____________________________, ________ ______________________________________ (Seal) ________________________________, Chief Clerk [Note: This citation is served upon you as required by law. You are not required to appear. If you fail to appear it will be assumed you do not object to the relief requested. You have a right to have an attorney appear for you, and you or your attorney may request a copy of the full account from the petitioner or petitioner’s attorney.]