What form is needed to close estate accounts?

1 Answer

Answer :

So I am assuming that you mean to ask "How do I close a probateestate with the court?" As Cat Kluss correctly commented, itdepends on the rules of your Jurisdiction.Here in California, the Administrator petitions the court toclose the estate. The full title is Petition to Approve Accountingand Ordinary and Extraordinary Fee and for Distribution" althoughthere are several variations.The petition provides a full report of what happened duringadministration and a fiduciary accounting of the estate's funds. InCalifornia, there is no pre-printed form, but the representative(or rather their attorney) creates it from scratch.I recommend that you contact an attorney to assist you, as therules can get complex.

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