Return For The Estate printable pdf download

Return For The Estate

Print Form

Return for the Estate of

, (Deceased) (Ward)

Estate No.

Reporting Period:

(Guardian’s) (Personal Representative’s) Name:

Beginning Balance:

If this is the first return, use for a beginning balance the figures you listed on the inventory as the amount of funds

in all bank accounts, certificates of deposit, stocks, bonds, or other securities. If this is not the first return, your beginning balance on this

return should be the ending balance on the previous return.

Date

Amount

Beginning Balance: see above instructions for method of calculation

Date

Receipts into the estate including interest earned; proceeds from sale of assets; social

Amount

security; pension, etc.; itemize by category - use the second page of this form if necessary:

Line A

subtotal from second page

Line A

subtotal from second page

Total receipts

TOTAL

BEGINNING BALANCE PLUS TOTAL RECEIPTS

Disbursements: itemize by category any distributions made to heirs, beneficiaries, or on

Date

behalf of wards. If this is a decedent’s estate, you must specify the payee and amount

paid to them. If this is a guardianship, you must categorize disbursements by type, e.g.

Amount

“utilities,” or “nursing home,” etc. Use the second page of this form if necessary

Line B

subtotal from second page

Line B

subtotal from second page

Total disbursements

TOTAL

balance on hand: beginning balance plus total receipts less total disbursements

Please attach original bank documents showing ending balance and title of account.

I have compared the original vouchers with the items listed on the return and certify that this return is correct.

It is ordered that this return be allowed

Personal Representative/Guardian

this

day of

, 20

Personal Representative/Guardian

Walter J. Clarke, II, Judge

Probate Court of Gwinnett County

Sworn to me this

day of

, 20

Notary Public or Clerk of Court

Rev. 10/8/02

S:\Probate\PRO 50-00015.wpd

Return For The Estate

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