Petition for Judicial Settlement of Accounts

PETITION FOR JUDICIAL SETTLEMENT OF ACCOUNT

For Office Use Only

Filing Fee Paid $

Receipt No:

DO NOT LEAVE ANY ITEMS BLANK

SURROGATE’S COURT OF THE STATE OF NEW YORK

COUNTY OF

ACCOUNTING BY

as the

of the ESTATE OF

a/k/a

Deceased.

TO THE SURROGATE’S COURT, COUNTY OF

It is respectfully alleged:

1. The name(s), and address(es) of the petitioner(s), the type and date of letters issued, and the amount and surety of petitioner’s bond, if any, are as follows:

Name:

Address:

Mailing address:

Type of letters issued: Date letters issued:

Amount of bond: $ Name of surety:

Name:

Address:

Mailing address:

Type of letters issued: Date letters issued:

2. The decedent’s name, date of death and domicile are as follows:

Name: Date of death:

Domicile:

Township of: County of:

3. The petitioner(s) present(s) and render(s) herewith, a verified account of petitioner’s proceedings in this estate or trust, for the period from to , showing the gross value of assets, including principal and income, to be the sum of $ .

4. (a) An order was entered in this Court on , 20 .

Exempting the estate from tax

Fixing and assessing the tax due

[Attach a copy of the tax order and receipt]

(b) The following return(s) (was) (were) filed:

ET-90 [For decedent’s dying on or after May 25, 1990]. A copy was filed with the Surrogate’s Court Yes No

TT-385 [For decedent’s dying before May 25, 1990]

706 or 706NA

The estate taxes with respect to this estate were paid in full. [Attach a copy of letter of discharge.]

(c.) No tax proceeding or return was required for this estate.

5. The rendering of such account at this time is proper because

seven months have elapsed since letters were issued to petitioner(s);

letters issued to the petitioner(s) have been revoked;

more than one year has elapsed since the preceding account of the petitioner(s) was settled;

other reason [specify]:

6. The names and post-office addresses of all persons and parties interested in this proceeding who are required to be cited under the provisions of Surrogate’s Court Procedure Act §2210, or otherwise, or concerning whom or which the Court is required to have information, are set forth in subdivision (a) or (b):

(a) All persons and parties so interested herein who are of full age and sound mind, or which are corporations or associations, are as follows:

(b) All persons so interested herein who are infants or incompetents or persons believed to be mentally incapable to adequately protect their rights, or persons whose existence, identity, or whereabouts are unknown (including persons who are virtually represented under SCPA §315) are as follows:

[Furnish all information specified in NOTE at bottom of page]

7. There are no persons interested in this proceeding other than those herein about mentioned.

8. No prior application has been made to this or any other court for the relief requested in this petition.

WHEREFORE the petitioner(s) pray(s) that the account of proceedings be judicially settled

and that process be issued to all necessary parties who have not appeared to show cause why the relief requested should not be granted; and that an order be granted directing the service of process pursuant to the provisions of SCPA Article 3 upon such persons named in Paragraph (6) whose names or whereabouts are unknown and cannot be ascertained or who may be persons on whom service by personal delivery cannot be made.

Dated:

3.

VERIFICATION

[For use when petitioner is an individual]

STATE OF NEW YORK )

COUNTY OF ) ss.:

Sworn to before me on , 20

Notary Public

Commission Expires:

(Affix Notary Stamp or Seal)

Signature of Attorney:

Print Name:

Name of Attorney: Tel. No.:

Address of Attorney:

RECEIPT AND RELEASE

File No.

The undersigned, being of full age, sound mind and under no disability, and entitled to share in the estate as a

legatee under a will, distributee of an intestate share, trust beneficiary, creditor of the estate, other

Date Signature Street Address Interest

Print Name City/Town/Village State/Zip

WAIVER OF CITATION AND CONSENT IN ACCOUNTING

File No.

The undersigned, being of full age, and sound mind, residing at the address written below, having an interest in this proceeding, waives the issuance and service of citation in this proceeding, and consents to the submission of a decree settling the account as filed and adjusted without further notice.

Date Signature Street Address Interest

ACCOUNTING CITATION

File No.

A petition and an account having been duly filed by , whose address is

YOU ARE HEREBY CITED TO SHOW CAUSE before the Surrogate’s Court, County , at , New York, on at o'clock in the noon of that day, why the account of , a summary of which has been served herewith, as , of the estate of should not be judicially settled.

[State any further relief requested]

HON.

Dated, Attested and Sealed,

(Seal) Chief Clerk

Name of Attorney: Tel. No.:

Address of Attorney: