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Fill and Sign the This is an Accurate Account of the Administration of the Trust for the Period from Date Form

Fill and Sign the This is an Accurate Account of the Administration of the Trust for the Period from Date Form

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PR-1937, 10/10 Trustee's Account (Informal Administration and Forma l Administration) §701.16(4) and (5), W isconsin Statutes This form shall not be modified. It may be supplemented with additional mater ial. Page 1 of 3 STATE OF WISCONSIN, CIRCUIT COURT, COUNTY For Official Use IN THE MATTER OF THE ESTATE OF For the following trust: Amended Trustee's Account 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 Line Description (Attach Schedules) Balance 1. Beginning Balance. Do no t 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 Notary Public/Court Official Name Printed or Typed My commission/term expires: ► Trustee Name Printed or Typed Address Telephone Number Date State of County of Subscribed and sworn to before me on Notary Public/Court Official Name Printed or Typed My commission/term expires: ► Trustee Name Printed or Typed Address Telephone Number Date Form completed by: (Name) Address Telephone Number Bar Number (If any) Trustee's Account (Informal Administration and Formal Administration) Page 2 of 3 Case No. PR-1937, 10/10 Trustee's Account (Informal Administration and Formal A dministration) §701.16(4) and (5), W isconsin Statutes This form shall not be modified. It may be supplemented with additional mater ial. Page 2 of 3 (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 a ssets 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, as sets 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) Trustee's Account (Informal Administration and Formal Administration) Page 3 of 3 Case No. PR-1937, 10/10 Trustee's Account (Informal Administration and Formal A dministration) §701.16(4) and (5), W isconsin Statutes This form shall not be modified. It may be supplemented with additional mater ial. Page 3 of 3 See attached Schedule C – Assets on Hand (at end of accounting period) Description (Example: Cash, Checking Accounts, Savings Accounts, Cert ificates of Deposit, including Names and Account Numbers ; Investments; Real Estate, Including Encumbrances) Amount (List balance at end of accounting period; inventor y 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. Date of verification: ► Signature (Not Trustee) Name Printed or Typed and Title Telephone Number Date

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