Petition for Compulsory Accounting
Forces a fiduciary (executor, administrator, or trustee) to file an accounting with the court when they haven't done so voluntarily.
If you're filing this, things haven't gone smoothly.
Compulsory accounting means someone isn't fulfilling their duty to account for estate funds. This petition forces the issue — and it needs to clearly document why the court should intervene.
When do you need this form?
The executor or administrator hasn't filed an accounting and beneficiaries want one.
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.
Not sure how to fill out this form?
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 (Administration)
Asks the court to formally approve the administrator's accounting — showing how estate funds were collected, spent, and distributed.
ACCT-TRUSTPetition for Judicial Settlement of Account (Trust)
Asks the court to formally approve the trustee's accounting of a trust.
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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