Compulsory Accounting Citation

COMPULSORY ACCOUNTING CITATION. This form is issued by the Surrogate’s Court of Queens County in cases involving the administration of a deceased person’s estate. It is used to compel a fiduciary—such as an executor, administrator, or trustee—to file a formal accounting of the estate's financial transactions. This form is typically requested when beneficiaries, heirs, or other interested parties suspect mismanagement, delay, or misconduct in handling the estate’s assets. The citation orders the fiduciary to appear in court and either present the estate’s financial records for judicial review or face potential legal consequences, such as suspension or removal from their role. If the fiduciary fails to comply, the court may take additional actions, such as appointing a temporary or successor fiduciary or proceeding with a hearing to settle the estate’s accounts without the fiduciary’s input. The citation also includes a warning that failure to respond may result in the requested relief being granted by default. www.FormsWorkflow.com