Free Form for Submission of Final Acct - Arizona

SUPERIOR COURT OF ARIZONA PINAL COUNTY FORM FOR SUBMISSION OF FINAL ACCOUNTING of Informal Probates
PB: TODAY'S DATE:

INSTRUCTIONS. This form is provided for you to summarize the financial transactions. Accounting Guidelines are
also included in this packet to help you complete this form. Attach this form to the Petition for Approval of the Final Account. 1. 2. This is the final accounting for this estate. This accounting covers the time period from (date) to (date). 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
INSTRUCTIONS: Complete Lists A-F first, then enter the total from each list on this summary. A B. The beginning balance of the Decedent's account from LIST A, page 2 PLUS the money I received during this period of time on behalf of the Decedent (Person who Died) from LIST B, page 3 $ .

+
C. PLUS the gains on the value of property I sold or otherwise disposed of and other adjustments as itemized in LIST C, page 4

$

.

+
D. MINUS the money I have spent during this time period as itemized in LIST D, page 5

$

.

E. MINUS the losses on the value of property I sold or otherwise disposed of and other reductions, as itemized in LIST E, page 6

$

.

F. EQUALS the ending balance of the property of the Decedent as itemized in LIST F, page 7 (Total)

$

.

=

$

.

©Superior Court of Arizona in Pinal County May 23, 2002 ALL RIGHTS RESERVED

Page 1 of 7

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LIST 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
List all checking accounts, savings accounts, money market accounts: (include name of bank, address, account type, name account is under, account number)

Value

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 value List all real property:

TOTAL (ENTER AMOUNT HERE AND AT LINE A ON PAGE 1)

$

Note: If the estate owes debts on any of the property listed above, then for each debt also indicate the payee, principal balance, interest rate, pay-off date.

©Superior Court of Arizona in Pinal County May 23, 2002 ALL RIGHTS RESERVED

Page 2 of 7

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LIST 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)

$

.

©Superior Court of Arizona in Pinal County May 23, 2002 ALL RIGHTS RESERVED

Page 3 of 7

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LIST C-- SCHEDULE OF GAINS
Property of the Decedent that was sold or otherwise disposed of during this account period and other adjustments. (Add, as many sheets of paper as necessary to describe) DATE PURCHASER DESCRIPTION AMT $$ GAINED

TOTAL (ENTER AMOUNT HERE AND AT LINE C ON PAGE 1)

$

.

©Superior Court of Arizona in Pinal County May 23, 2002 ALL RIGHTS RESERVED

Page 4 of 7

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LIST D--MONEY SPENT
On behalf of the Decedent during this account period (Add, as many sheets of paper as necessary to describe) DATE PAYEE PURPOSE AMOUNT $$ SPENT

TOTAL (ENTER AMOUNT HERE AND AT LINE D ON PAGE 1)

$

.

©Superior Court of Arizona in Pinal County May 23, 2002 ALL RIGHTS RESERVED

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LIST 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 PAYEE DESCRIPTION AMNT $$ LOST

TOTAL (ENTER AMOUNT HERE AND AT LINE E ON PAGE 1)

$

.

©Superior Court of Arizona in Pinal County May 23, 2002 ALL RIGHTS RESERVED

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LIST F--VALUE OF THE DECEDENT'S PROPERTY AS OF THE END OF THIS ACCOUNT PERIOD
Itemization of assets of the Decedent at the end of this account period (Add, as many sheets of paper as necessary to describe) Description List all checking accounts, savings accounts, money market accounts: (include name of bank, address, account type, name account is under, account number) Value

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 value) List all real property:

TOTAL (ENTER AMOUNT HERE AND AT LINE F ON PAGE 1)

$

Note: If the estate owes debts on any of the property listed above, then for each debt also indicate the payee, principal balance, interest rate, payoff date.

©Superior Court of Arizona in Pinal County May 23, 2002 ALL RIGHTS RESERVED

Page 7 of 7

PB7Form
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