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FIDUCIARY'S ACCOUNT - Ashtabula County Courts System

FIDUCIARY'S ACCOUNT - Ashtabula County Courts System

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PRB-ES-ESACC (REV. 8/11)<br />

PROBATE COURT OF ASHTABULA COUNTY, OHIO<br />

ESTATE OF ,DECEASED<br />

Case No. Docket Page<br />

FIDUCIARY’S <strong>ACCOUNT</strong><br />

(For Executors and Administrators)<br />

The fiduciary offers an account of his trust, given below and on the attached itemized statement<br />

of receipts and disbursements, and accompanying vouchers. The fiduciary says that to his knowledge the<br />

account is correct, and asks that it be approved and settled.<br />

[Check one of the following four paragraphs]<br />

This is a partial account. A statement of the assets remaining in the fiduciary’s hands is<br />

attached.<br />

This is a final account. A statement of the assets remaining in the fiduciary’s hands for<br />

distribution to the beneficiaries is attached.<br />

This is a distributive account, and the fiduciary asks to be discharged from his trust upon<br />

it’s approval and settlement.<br />

This is a final and distributive account, and the fiduciary asks to be discharged from his<br />

trust upon its approval and settlement.<br />

[Complete if this is a partial account, or if one of more accounts have previously been filed in the estate.]<br />

The period of this account is from<br />

to<br />

____________________________________________________________________________________<br />

Date Filed Accounting Period Fiduciary Attorney<br />

Fees Paid Fees Paid<br />

13.0 - FIDUCIARY’S <strong>ACCOUNT</strong><br />

Page 1 of 8


RECEIPTS<br />

This account is recapitulated as follows:<br />

Case No.<br />

Personal property of the decedent [not sold].............................................................................$<br />

Proceeds from the sale of personal property...............................................................................<br />

Real estate of decedent [not sold]...............................................................................................<br />

Proceeds from sale of real estate................................................................................................<br />

Income........................................................................................................................................<br />

Other receipts.............................................................................................................................<br />

DISBURSEMENTS<br />

Total receipts................................................................................................................$<br />

Fiduciary fees [this accounting period]..................................$<br />

Attorney fees [this accounting period]...................................<br />

Other administration costs and expenses...............................<br />

Debts and claims against estate.............................................<br />

Ohio and federal estate taxes.................................................<br />

Personal property transferred.................................................<br />

Real estate transferred............................................................<br />

Other distributions to beneficiaries........................................<br />

Total disbursements..................................................$<br />

BALANCE REMAINING IN THE FIDUCIARY’S HANDS............................................................$<br />

_____________________________________________ _____________________________________________<br />

Attorney Fiduciary<br />

Attorney Registration No._____________________ Date______________________________________<br />

ENTRY SETTING HEARING AND ORDERING NOTICE<br />

The Court sets at o’clock<br />

as the date and time for the hearing the above account, and orders notice of the hearing to be given as provided by law and<br />

the Rules of Civil Procedure.<br />

_______________________________ _____________________________________________<br />

Date Charles G. Hague, Probate Judge<br />

Page 2 of 8


PROBATE COURT OF ASHTABULA COUNTY, OHIO<br />

ESTATE OF ,DECEASED<br />

Case No. Docket Page<br />

Page of pages<br />

ASSETS REMAINING IN FIDUCIARY’S HANDS<br />

[Attach to partial or final fiduciary’s account]<br />

The estate assets remaining in the fiduciary’s hands are recapitulated as follows:<br />

Tangible personal property..............................................................................................$<br />

Intangible personal property............................................................................................$<br />

Total personal property.......................................................................................$<br />

Real estate........................................................................................................................$<br />

Total assets remaining in the fiduciary’s hands..................................................$<br />

Following is an itemized statement of the estate assets remaining in the fiduciary’s hands.<br />

_________________________________________________________________________________________________<br />

Item Value or Value or<br />

Amount $ Amount $____<br />

FOR 3.2 - ASSETS REMAINING IN FIDUCIARY’S HANDS<br />

Page 3 of 8


Page of pages Case No.<br />

_________________________________________________________________________________________________<br />

Item Value or Value or<br />

Amount $ Amount $<br />

_______________________________________<br />

Fiduciary<br />

Page 4 of 8


PROBATE COURT OF ASHTABULA COUNTY, OHIO<br />

ESTATE OF ,DECEASED<br />

Case No. Docket Page<br />

Page of pages<br />

RECEIPTS AND DISBURSEMENTS<br />

[Attach to fiduciary’s account]<br />

Following is an itemized statement of receipts and disbursements by the fiduciary in the administration of his trust.<br />

_________________________________________________________________________________________________<br />

Item Voucher Value or Value or<br />

No. Amount $ Amount $____<br />

13.1 - RECEIPTS AND DISBURSEMENTS<br />

Page 5 of 8


Page of pages Case No.<br />

_________________________________________________________________________________________________<br />

Item Voucher Value or Value or<br />

No. Amount $ Amount $<br />

_____________________________________________<br />

Fiduciary<br />

Page 6 of 8


PROBATE COURT OF ASHTABULA COUNTY, OHIO<br />

ESTATE OF ,DECEASED<br />

Case No.<br />

WAIVER OF NOTICE HEARING ON <strong>ACCOUNT</strong><br />

[R.C. 2109.33]<br />

The undersigned, who are interested in the estate, waive notice of the hearing on the account.<br />

_________________________________________ _____________________________________________<br />

_________________________________________ _____________________________________________<br />

_________________________________________ _____________________________________________<br />

_________________________________________ _____________________________________________<br />

_________________________________________ _____________________________________________<br />

_________________________________________ _____________________________________________<br />

_________________________________________ _____________________________________________<br />

_________________________________________ _____________________________________________<br />

_________________________________________ _____________________________________________<br />

_________________________________________ _____________________________________________<br />

_________________________________________ _____________________________________________<br />

_________________________________________ _____________________________________________<br />

_________________________________________ _____________________________________________<br />

_________________________________________ _____________________________________________<br />

_________________________________________ _____________________________________________<br />

_________________________________________ _____________________________________________<br />

_________________________________________ _____________________________________________<br />

_________________________________________ _____________________________________________<br />

_________________________________________ _____________________________________________<br />

FORM 13.7 - WAIVER OF NOTICE OF HEARING ON <strong>ACCOUNT</strong><br />

Page 7 of 8<br />

3/1/98


PROBATE COURT OF ASHTABULA COUNTY, OHIO<br />

ESTATE OF ,DECEASED<br />

Case No.<br />

CERTIFICATE OF SERVICE OF <strong>ACCOUNT</strong><br />

TO HEIRS OR BENEFICIARIES<br />

[R.C. 2109.32]<br />

This is to certify that a true and accurate copy of the account was<br />

Type of Account<br />

served upon all beneficiaries of the estate except:<br />

Date<br />

The following heir or beneficiary whose address is unknown:<br />

The following beneficiary of a specific bequest or devise who has received his or her distribution and for<br />

which a receipt has been filed or exhibited with the Court:<br />

___________________________________________ _____________________________________________<br />

Attorney Fiduciary<br />

Attorney Registration No.______________________<br />

FORM 13.9 - CERTIFICATE OF SERVICE <strong>ACCOUNT</strong> TO HEIRS OR BENEFICIARIES<br />

Page 8 of 8<br />

12/01/2002

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