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Fill and Sign the Final Accounting of Form

Fill and Sign the Final Accounting of Form

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Name:_________________________________________________Address:_______________________________________________City, State. Zip:_________________________________________Telephone:_____________________________________________State Bar Code:_________________________________________Client:_________________________________________________ IN THE SUPERIOR COURT OF THE STATE OF ARIZONA In and for the County of ___________________ ___________________________________________IN RE: THE ESTATE OF: CASE NO. PETITION FOR APPROVAL OF [ ] FINAL ACCOUNTING OF PERSONAL REPRESENTATIVE[ ] FEE STATEMENT Decedent.________________________________________________________________________________PB16INSTATE OF ARIZONA ) )ss County of ______________ )THE PETITIONER STATES UNDER OATH AS FOLLOWS:1.[ ] This is the final accounting for this estate, and this accounting covers the period from ____________ __________________________________ to _________________________________________.2.[ ] Attached is a correct statement of all financial dealings I had as Personal Representative of the Estate. The summary of all financial transactions are fully described, itemized, and summarized on the attached pages. I request that the Court enter an order approving this final accounting..3. [ ] Attached is a receipt of payment of the charge of $175 for review of this Petition by the court accountant.4. [ ] Attached is a copy of the Fee Statement for which I also request approval. I have read the foregoing document and affirm that the statements made therein are true and correct to the best of my knowledge and belief. Dated: _______________________ __________________________________________ _____ Signature of Personal Representative SUBSCRIBED AND SWORN before me this _____ day of _________________________________, 199_____ Notary Public ________________________ ____________________ (Seal)Name:_________________________________________________Address:_______________________________________________City, State. Zip:_________________________________________Telephone:_____________________________________________State Bar Code:_________________________________________Client:_________________________________________________ IN THE SUPERIOR COURT OF THE STATE OF ARIZONA In and for the County of ___________________ ___________________________________________IN RE: THE ESTATE OF: CASE NO. STATEMENT OF ANNUAL ACCOUNTING OF PERSONAL REPRESENTATIVE Decedent__________________________________________________________________________________PB16INDATE OF SUBMISSION _____________________________________1.This is the final accounting for this estate. This accounting covers the time period from _________________ _________________________________ to _________________________________________________.2.The current amount of the bond is $ . [ ] It should be increased to $ , or [ ] decreased to $ to cover the unrestricted assets plus the unrestricted income. ACCOUNT SUMMARY AThe beginning balance of the Decedent account from EXHIBIT A, $ B.PLUS the money I received during this period of time on behalf of the Decedent from EXHIBIT B, +$ C.PLUS the gains on the value of property I sold or otherwise disposed of and other adjustments as itemized in EXHIBIT C, +$ D.MINUS the money I have spent during this time period as itemized in EXHIBIT D, -$ __________________________ E.MINUS the losses on the value of property I sold or otherwise disposed of and other reductions, as itemized in EXHIBIT E, -$ __________________________ F. EQUALS the ending balance of the property of the Decedent as itemized on EXHIBIT F, = $ __________________________ EXHIBIT A-- BEGINNING BALANCE Itemization of assets of Decedent at the beginning of this account period (Add as many sheets of paper as necessary to describe)Description Value List all checking accounts, savings accounts, money market accounts: (include name of bank, address, account type, name account is under, account number) List all stocks, bonds, mutual funds: (include company name, address, number of shares, value per unit)List all Life Insurance Policies: (include company name, policy number, cash value)List all personal property:Automobiles: (year, make, model)Household property: (total inventory value) Art or jewelry: (attach separate list and describe) Other: (itemize and assign valueENTER TOTAL FROM LIST A HERE AND ON PAGE 1, LINE A$ ___________________________NOTE: IF THE ESTATE OWES DEBTS ON ANY OF THE PROPERTY LISTED ABOVE, INCLUDING CREDIT CARD DEBT, THEN FOR EACH DEBT ALSO INDICATE THE PAYEE, PRINCIPAL BALANCE, INTEREST RATE, PAYOFF DATE. EXHIBIT B--MONEY RECEIVED DURING THIS ACCOUNT PERIOD (Add as many sheets of paper as necessary to describe) DATE PAYER DESCRIPTION AMOUNT $$TOTAL (ENTER AMOUNT HERE AND AT LINE B ON PAGE 1) $ ______________ EXHIBIT C-- SCHEDULE OF GAINS Property of the Decedent that was sold or otherwise disposed of during this accounting and other adjustments. (Add as many sheets of paper as necessary to describe) DATE OF SALEDESCRIPTIONSALE PRICE LESS FEE PAID LESS THE VALUE OF ASSET AS REPORTED IN PREVIOUS ACCOUNTING OR INVENTORY AMOUNT OF PROFIT TOTAL (ENTER AMOUNT HERE AND AT LINE C ON PAGE 1) $ _______________ EXHIBIT D--MONEY SPENT On behalf of the Decedent during this account period.(Add as many sheets of paper as necessary to describe) DATECHECK NUMBER PAYEEPURPOSEAMOUNT SPENT TOTAL (ENTER AMOUNT HERE AND AT LINE D ON PAGE 1) $ _______________ EXHIBIT E--SCHEDULE OF LOSSES Losses on the value of property sold or otherwise disposed of, and other reductions in the value of the estate during this account period. (Add as many sheets of paper as necessary to describe) DATE SOLDDESCRIPTIONSALE PRICE LESS ANYFEE PAIDLESS THE VALUE OF ASSET AS REPORTED IN PREVIOUS ACCOUNTING OR INVENTORY AMOUNT OF DOLLARS LOSSED TOTAL (ENTER AMOUNT HERE AND AT LINE E ON PAGE 1) $ ______________ EXHIBIT F--VALUE OF DECEDENT’S PROPERTY AT THE END OF THIS ACCOUNTING PERIOD Itemization of assets of the ward at the end of this account period (Add as many sheets of paper as necessary to describe) Description Value List all checking accounts, savings accounts, money market accounts: (include name of bank, address, account type, name account is under, account number) List all stocks, bonds, mutual funds: (include company name, address, number of shares, value per unit)List all Life Insurance Policies: (include company name, policy number, cash value)List all personal property:Automobiles: (year, make, model)Household property: (total inventory value) Art or jewelry: (attach separate list and describe) Other: (itemize and assign valueENTER TOTAL FROM LIST F HERE AND ON PAGE 1, LINE F $ ________________________________NOTE: IF THE ESTATE OWES DEBTS ON ANY OF THE PROPERTY LISTED ABOVE, INCLUDING ANY CREDIT CARD DEBT, THEN FOR EACH DEBT ALSO INDICATE THE PAYEE, PRINCIPAL BALANCE, INTEREST RATE, PAYOFF DATE. Name:_________________________________________________Address:_______________________________________________City, State. Zip:_________________________________________Telephone:_____________________________________________State Bar Code:_________________________________________Client:_________________________________________________ IN THE SUPERIOR COURT OF THE STATE OF ARIZONA In and for the County of ___________________ ___________________________________________IN THE MATTER OF THE ESTATE OF: CASE NO. FEE STATEMENT ( LOCAL RULE 5.7 ) AND PROOF OF MAILING Decedent._________________________________________________________________________________PB16IN NOTE: This document must be completed in all cases where fees are charged. All activities for which fees are charged must be specifically listed, such as telephone calls, meetings, conferences, document preparation, work in house or files, personal visits, trips, etc..1. The following is a statement of fees for services rendered from _________________________, 19___ to ___________________________________, _________:DATE DESCRIPTION AND SERVICE PROVIDER TIME_________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ ____________2. Total number of hours billed is ______________ X $ ______________ per hour = $ _____________.3. A copy of this management plan was mailed or delivered to the following persons:NAME ADDRESS________________________ ________________________________________________ _______________________________ ____________________________________________________________________________________________________________________________________Dated: ________________________________ __________________________________________________Signature of Personal Representative Name:_________________________________________________Address:_______________________________________________City, State. Zip:_________________________________________Telephone:_____________________________________________State Bar Code:_________________________________________Client:_________________________________________________ IN THE SUPERIOR COURT OF THE STATE OF ARIZONA In and for the County of ___________________ ___________________________________________IN THE MATTER OF THE ESTATE OF: CASE NO.ORDER FOR APPROVAL OF FINALACCOUNTING AND [ ] FEE STATEMENT Decedent.__________________________________________________________________________________PB16IN THE COURT FINDS THAT:1.A Petition for Approval of Final Accounting was filed by ____________________________ on ____________________________________.2.Notice of the Petition was given as required by law; OR waived by all interested persons; OR other: _______________________________________________________________________________ 3.The Petition for Approval has been reviewed by the Court Accountant and by the Court.IT IS ORDERED:1. The Accounting is approved as submitted for the period from _____________________________ to ____________________________________. OR The Accounting is approved but with the following provisions: ______________________________ ____________________________________________________________________________________ ________________________________________________________________________________________________________________________________________________________________________ _______________________________________________________________ OR The Accounting is not approved. The Personal Representative must file with the court a written Respon se to the Court Accou ntant’s Report, provide a copy of the Response to the Court Accountant and to all person s entitled to notice of the Final Accounting, and shall address each and every recom mendat ion of the Court Accou ntant by ______ ______ ____________________, 199_____. If additio nal docum entatio n or amend ed schedu les are required by the Court Accou ntant, they shall be attached to the Person al Representative’s Respon se. The Personal Repres entativ e shall include a self- addressed, stampe d envelope to the Court Accountant with the Response. Failure of Petitio ner to fully address the Court Accou ntant’s recom mendat ions will result in the court setting a hearing date at which time the Personal Representative will be required to appear in court to explain the accounting. The court may also order the Personal Repres entative to personally bear additio nal expenses incurre d in resolvi ng the accoun ting issues. 2. The Fee Statement is approved and fees are allowed in the amount of $ _______________________ OR The Fee Statement is not approved and Petitioner is ordered to do the following things in order to obtain approval: ___________________________________________________________________ ________________________________________________________________________________________________________________________________________________________________________ ____________________________________________________________________________________ DONE IN OPEN COURT THIS DATE: ______________________________ _______________________________________________Judge / Commissioner of the Superior Court Name:_________________________________________________Address:_______________________________________________City, State. Zip:_________________________________________Telephone:_____________________________________________State Bar Code:_________________________________________Client:_________________________________________________ IN THE SUPERIOR COURT OF THE STATE OF ARIZONA In and for the County of ___________________ ___________________________________________IN THE MATTER OF THE ESTATE OF: CASE NO. NOTICE OF NON APPEARANCE HEARING REGARDING FINAL ACCOUNTING Decedent. __________________________________________________________________________________PB16IN READ THIS CAREFULLY. An important court proceeding that affects your rights has been scheduled. If you do not understand this Notice or the other court papers, contact an attorney for legal advice. 1.NOTICE IS GIVEN that the Personal Representative has filed with the Court the following Petition and other court papers: 2.COURT HEARING. A “non-appearance court hearing” has been scheduled to consider the Petition and issues in the court papers as follows: DATE AND TIME: _______________________________________________________________________ LOCATION: _____________________________________________________________________________ BEFORE THE HONORABLE: ______________________________________________________________ 3.RESPONSE TO PETITION. This is a “non-appearance hearing”. You do not need to come to the hearing unless you disagree with the Petition. If you want the judge to know why you disagree with the Petition, you should come to the hearing and state your objection. You can also file a written objection at least 10 days prior to the hearing.DATED: _____________________________ _______________________________________ Signature of Personal Representative Name:_________________________________________________Address:_______________________________________________City, State. Zip:_________________________________________Telephone:_____________________________________________State Bar Code:_________________________________________Client:_________________________________________________ IN THE SUPERIOR COURT OF THE STATE OF ARIZONA In and for the County of ___________________ ___________________________________________IN THE MATTER OF THE ESTATE OF: CASE NO. RESPONSE TO COURT ACCOUNTANT REPORT FINAL ACCOUNTING OF PERSONAL REPRESENTATIVE Decedent.__________________________________________________________________________________PB16IN STATE OF ARIZONA ) )ss County of _______________ )I am the Personal Representative in this case. I submit under oath to the court the accountant report as follows: I have addressed each issue raised by the court accountant or the judge in the order. I have attached an amended accounting and supporting documents, if I was required to do so. __________________________________________________________________________________________ ___________________________________________________________________________________________ ___________________________________________________________________________________________ ___________________________________________________________________________________________ ___________________________________________________________________________________________ ___________________________________________________________________________________________ ___________________________________________________________________________________________ ___________________________________________________________________________________________ _DATED: ____________________________ ____________________________________ ______ Signature of Personal Representative SUBSCRIBED AND SWORN to before me this _____ day of _________________________________, 199_____ by _____________________________________________.Notary Public: ____________ ________________________ __________________(Seal)Copy of the foregoing mailed this ______ day of ________________________________ , 19_______, to:______________________________________________ __________________________________________________________________________________________________________________________________________________________________________________________________________________________By ___________________________________________

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