Petition for Judicial Settlement of Account (Administration)
Asks the court to formally approve the administrator's accounting — showing how estate funds were collected, spent, and distributed.
The court will scrutinize every line of your accounting.
Judicial settlement requires a detailed accounting of all money that came in, went out, and where it ended up. Missing receipts or unexplained transactions can lead to the court requiring a hearing.
When do you need this form?
You're finishing an administration and need court approval of your accounting.
This site provides general information, not legal advice. For legal counsel, consult a licensed attorney. Official forms are maintained by New York State and may change.
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Our team walks families through the entire process — from paperwork to filing with the court.
(516) 703-6942Other accounting forms
Petition for Judicial Settlement of Account (Trust)
Asks the court to formally approve the trustee's accounting of a trust.
PETCOMPPetition for Compulsory Accounting
Forces a fiduciary (executor, administrator, or trustee) to file an accounting with the court when they haven't done so voluntarily.
IoAInventory of Assets
A detailed list of everything the deceased owned at the time of death — bank accounts, property, investments, personal belongings, and their values.
FIREFirearms Inventory (SCPA §2509)
A required inventory of any firearms owned by the deceased. Must be filed within 15 days of appointment as executor or administrator.
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Not legal advice — estate property advisory and court filing guidance.