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SUMMARY OF ACCOUNT (Vermont Judiciary)

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PE56 – Summary of Account (01/2016) Page 1 of 5
STATE OF VERMONT
SUPERIOR COURT
PROBATE DIVISION
Unit
Docket No.:
SUMMARY OF ACCOUNT
I am the fiduciary of the estate of the above named decedent. I hereby account to the
Court for the period beginning
and ending
Date of Your Appointment as
Fiduciary or Date of Last
Accounting
End Date for This
Accounting Period
This is an interim account.
This is a final account.
ACCOUNTING WORKSHEET
Complete the Schedules in Worksheet A, B and C first. For each schedule (A1-A7, B1-B6
and C1-C2) that you enter an amount greater than 0, you MUST include an itemized
accounting on a separate sheet of paper. Once you total the amount for each section,
you must then record those totals on the Summary of Account on page 3. You must
complete all sections top and bottom. If there is no value, please indicate with a zero.
SECTION A – ASSETS and RECEIPTS
Schedule
Value
A-1
Personal estate: (per inventory value or last account)
$
A-2
Real estate: (per inventory value or last account)
$
A-3
Gain on personal estate sold (attach itemized list)
$
A-4
Gain on real estate sold (attach itemized list)
$
A-5
Income to estate since inventory last account (attach itemized list)
$
A-6
Personal and/or real estate not listed on inventory (attach itemized
list)
$
A-7
Monies advanced to estate (attach itemized list)
$
TOTAL ASSETS AND RECEIPTS
Add all lines in Section A
$
PE56 – Summary of Account (01/2016) Page 2 of 5
SECTION B – DISBURSEMENTS
You must complete all sections top and bottom. If there is no value, please indicate with a
zero. List only disbursements since estate opened or last account.
Schedule
B-1
Funeral and burial expenses (attach itemized list)
$
B-2
Loss on personal estate sold (attach itemized list)
$
B-3
Loss on real estate sold (attach itemized list)
$
B-4
Paid debts (attach itemized list)
$
B-5
Distribution(s) to Legatee(s) (attach itemized list)
$
B-6
Support for surviving spouse or children (attach itemized list)
$
B-7
Administrative expenses (attach itemized list)
$
B-8
Attorney fees ( attach itemized statement)
$
B-9
Fiduciary fees (attach itemized statement)
$
B-10
Other disbursements (attach itemized list)
$
TOTAL DISBURSEMENTS
Add all lines in Section B
$
SECTION C –BALANCE HELD BY FIDUCIARY
C-1
Personal Estate: Include values for cash in bank accounts, stocks,
bonds, cars, etc. If real estate has been sold, include the net
proceeds from the sale. (attach itemized list)
$
C-2
Real Estate: Include the value of any real property. If there is no
real estate or if all real estate has been sold, enter zero. The
proceeds from any real estate that has been sold should be
entered on line C-1. (attach itemized list)
$
TOTAL BALANCE HELD BY FIDUCIARY
Add line C-1 and C-2
$
PE56 – Summary of Account (01/2016) Page 3 of 5
SECTION D –PROPOSED DISTRIBUTION For Final Accounting Only
Name of
Beneficiary
Specific Description of Asset(s) To be Distributed to
Beneficiary
e.g. If assets are in an account, include name of bank
and account number; if assets consist of stocks, provide
the name and the number of shares. Description should
match the description in the Inventory.
Value of
Asset(s) to be
Distributed
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
TOTAL VALUE DISTRIBUTED
$
PE56 – Summary of Account (01/2016) Page 4 of 5
STATE OF VERMONT
SUPERIOR COURT
PROBATE DIVISION
Unit
Docket No.:
SUMMARY OF ACCOUNT
This is an interim account.
This is a final account.
ACCOUNT SUMMARY (totals taken from accounting worksheet(s) Sections A through C)
1.
TOTAL ASSETS and RECEIPTS from Section A
$
2.
TOTAL DISBURSEMENTS from Section B
$
3.
BALANCE HELD BY FIDUCIARY Subtract Line (2) from Line (1)
$
REAL ESTATE
Value of real estate not sold
$
PERSONAL ESTATE
Include value of all personal
property including cash, stocks,
bonds, cars, etc.
$
Date
Signature of Fiduciary
Printed Name
Signature of Co-Fiduciary (if any)
Printed Name of Co-Fiduciary
Subscribed and sworn before me on:
date
Signature of Notary
My commission expires on:
STOP: Did you include an itemized list for each schedule where the value you recorded was greater than
zero? The itemized lists must be attached to this form when you file it. At the top of each list, please
indicate clearly the Section of the Form, the Schedule letter and number (e.g. A-1) and the type of asset,
receipt or disbursement (e.g. Section B, Schedule B-3, Paid Debts).
PE56 – Summary of Account (01/2016) Page 5 of 5
STATE OF VERMONT
SUPERIOR COURT
PROBATE DIVISION
Unit
Docket No.:
MOTION TO ALLOW ACCOUNT
I/We, request that the court allow the account for the estate as
set forth in the attached Summary of Account. I have attached an itemized list for each schedule
that has a value greater than zero.
Signature of Fiduciary
Dated
Fiduciary’s Name Printed
Signature of Second Fiduciary if applicable
Dated
Fiduciary’s Name Printed
Note: all fiduciaries must sign.
______________________
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Completed 30 July 2020

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