Superior Court >Self- Service Center >Forms >Probate Cases

ADMINISTERING AND ACCOUNTING OF THE ESTATE OF THE PERSON WHO DIED BEFORE CLOSING
ATTENTION: You may use the forms on this page if the following factors apply to your situation:
  • You have been appointed the personal representative of the estate of a person who died, AND
  • The person had a will or did not have a will, AND
  • You want to transfer property (You must use this packet to transfer any real property); AND/OR
  • File the final accounting of the estate of the person who died because you are ready to close the estate (You do not need to file a final accounting unless you want to do a formal closing which means you want the court to review your accounting, or there are some accounting issues that you want the court to resolve.)
This packet contains court forms about the administration and closing the estate as personal representative, whether there was a will or not. Be sure the documents are in the following order:

Packets contain ALL forms and ALL instructions needed for this process. Where there are separate packets for Instructions and Forms, get BOTH packets.

Packets
Title File English Spanish
Administering/Accounting of Estate of Person Who Died Before Closing Estate - Instructions PBIPF5i PDF PDF
Administering/Accounting of Estate of Person Who Died Before Closing Estate - Forms PBIPF5f PDF PDF

The individual forms and instructions below are already included in the Packet(s) above. If you choose to download the documents individually, make sure you get ALL of the instructions and ALL of the forms. Be sure the documents are in the following order:

Instructions
Order Title File English Spanish
1 Procedures: When and How to File the Petition for Approval of Accounting, Approval of Fees, and Deed of Distribution pbipf50p PDF | Word PDF | Word
2 Instructions: Simplified Accounting Guidelines for Probate Accounts pbipf52i PDF | Word PDF | Word
Forms
Order Title File English Spanish
1 Instrument or Deed of Distribution pbipf51f PDF | Word PDF | Word
2 Petition for Approval of Accounting pbipf52f PDF | Word PDF | Word
3 Form for Submission of Accounting pbipf53f PDF | Word PDF | Word
4 Fee Statement and Proof of Mailing pbipf54f PDF | Word PDF | Word
5 Court Order Regarding Petition for Approval of Accounting pbipf55f PDF | Word PDF | Word
6 Notice of Non-Appearance Hearing Regarding Final Accounting pbipf56f PDF | Word PDF | Word
7 Response to Court Accountant Report pbipf57f PDF | Word PDF | Word
8 Waiver of Notice of Hearing on Petition for Final Accounting pbipf58f PDF | Word PDF | Word
9 Proof of Notice of Hearing pbipf59f PDF | Word PDF | Word
Once you are done with the documents above, you're ready for Part 4 - Administration and Closing Estate as Personal Representative.
Click here to see your options.

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