Superior Court >Self- Service Center >Forms >Probate Cases ADMINISTERING AND ACCOUNTING OF THE ESTATE OF THE PERSON WHO DIED BEFORE CLOSING

ATTENTION: Use the forms on this page only 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.

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 (Local Rule 5.7) 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.

Available Forms