Last updated: 9/18/2006
Fiduciarys Account {13.0}
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Description
Probate Court of Cuyahoga County, Ohio John J. Donnelly, Presiding Judge John E. Corrigan, Judge ESTATE OF _______________________________________________________, DECEASEDCASE NUMBER: ______________________________________ FIDUCIARYS ACCOUNT (R.C. 2109.30) [Executors and Administrators] The fiduciary offers the account given below and on the attached itemized statement of receipts and disbursements , andaccompanying vouchers. The fiduciary states that the account is correct , and asks that it be approved and settled. [Check one of the following four paragraphs] 9 This is a partial account. A statement of the assets remaining in the fiduciarys hands is attached. 9 This is a final account. A statement of the assets remaining in the fid uciarys hands for distribution to the beneficiaries is attached. 9 This is an account of distribution and the fiduciary asks to be dischar ged upon its approval and settlement. 9 This is a final and distributive account, and the fiduciary asks to be discharged from his trust upon its approval and settlement. 9 This is a supplemental final account. [Complete if this is a partial account, or if one or more accounts have previously been filed in the estate] The period of this accountis from __________________________________________________ to ____________________________________________________ [Complete if applicable] Accounts previously filed in the estate, the accounting periods, and the fiduciary and attorney fees paidfor each period, are as follows: Date Filed Accounting Period Fiduciary Attorney Fees Paid Fees Paid $ $ Note: 2117.06(K) states: The distributee may be liable to the estate up to the value of the distribution and may be required to returnall or any part of the value of the distribution if a valid claim is subsequently made against the estate within the time permittedunder this section. 2109.32(C) states: The rights of any person within a pecuniary interest in the estate are not barred by approval of an accountpursuant to division (A) and (B) of this section. These rights may be barred following a hearing on the account pursuant to section2109.33 of the Revised Codes. Form 13.0 - FIDUCIARYS ACCOUNT 01/02 American LegalNet, Inc. www.USCourtForms.com<<<<<<<<<********>>>>>>>>>>>>> 2 CASE NUMBER: __________________________ This account is recapitulated as follows: RECEIPTS Personal property not sold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $___________________ Proceeds from sale of personal property . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ____________________ Real property not sold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ____________________ Proceeds from sale of real estate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .____________________ Income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .____________________ Other receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .____________________ Total receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$___________________DISBURSEMENTS Fiduciary fees [this accounting period] . . . . . . . . . . . $___________________ Attorney fees [this accounting period] . . . . . . . . . . . ____________________ Other Administration costs and expenses . . . . . . . . . . . . . .____________________ Debts and claims against estate . . . . . . . . . . . . . . . . . . ____________________ Ohio and federal estate taxes . . . . . . . . . . . . . . . . . . . . . ____________________ Personal property distributed in kind . . . . . . . . . . . ____________________ Real property transferred . . . . . . . . . . . . . . . . . . . . . . . ____________________ Other distributions to beneficiaries . . . . . . . . . . . . . . . . ____________________ Other disbursements . . . . . . . . . . . . . . . . . . . . . . . . . . . .____________________ Total disbursements . . . . . . . . . . . . . . . . . $ ____________________ BALANCE REMAINING IN FIDUCIARYS HANDS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$___________________________________________________________ ___________________________________________ Attorney Fiduciary __________________________________________ ___________________________________________ REGISTRATION NUMBER Date ENTRY SETTING HEARING The Court sets ______________________________________ at __________ oclock ____. M. as the date and time for hearingthe above account. __________________________________________ ___________________________________________ Date Probate Judge American LegalNet, Inc. www.USCourtForms.com<<<<<<<<<********>>>>>>>>>>>>> 3 Probate Court of Cuyahoga County, Ohio John J. Donnelly, Presiding Judge John E. Corrigan, Judge ESTATE OF _______________________________________________________, DECEASEDCASE NUMBER: ______________________________________ RECEIPTS AND DISBURSEMENTS [Attach to fiduciarys account] Page ________ of _________ pages Following is an itemized statement of receipts and disbursements by the fiduciary in the administration of his trust.Item Voucher Value or Value or No. Amount Amount $ $ Form 13.1 - RECEIPTS AND DISBURSEMENTS American LegalNet, Inc. www.USCourtForms.com<<<<<<<<<********>>>>>>>>>>>>> 4Item Voucher Value or Value or No. Amount Amount $ $ _________________________________________ Fiduciary American LegalNet, Inc. www.USCourtForms.com<<<<<<<<<********>>>>>>>>>>>>> 5 Probate Court of Cuyahoga County, Ohio John J. Donnelly, Presiding Judge John E. Corrigan, Judge ESTATE OF _______________________________________________________, DECEASEDCASE NUMBER: ______________________________________ ASSETS REMAINING IN FIDUCIARYS HANDS [ATTACH TO PARTIAL OR FINAL FIDUCIARYS ACCOUNT] Page ________ of _________ pages Tangible personal property . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$________________ Tangible personal property . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . _________________ Total personal property . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .__________