Siskiyou — Probate Summary of Account

Source: https://www.siskiyou.courts.ca.gov/system/files/probate-summary-account.pdf

Siskiyou County Local Court Rule 15.13A

FORM OF ACCOUNTS

The following information must be included in every financial report that is required pursuant to the Probate Code, and it must appear in substantially the format shown.

The petitioner is chargeable with, and is entitled to credits for, certain items as set forth in this Summary of Account. The referenced supporting schedules are attached hereto, and are incorporated herein by this reference:

SUMMARY OF ACCOUNT

CHARGES

Amount of Inventory and Appraisement (or, if subsequent account, amount chargeable from prior account).................................$____________

Receipts During Account Period (Schedule "A)..................................................$____________

Gain on Sales (Schedule "B").................................................$____________

TOTAL CHARGES..................................................$____________

CREDITS

Disbursements During Account Period (Schedule "C").................................................$____________

Loss on Sales (Schedule "D").................................................$____________

Other Credits (property distributed, homestead, or other property set apart) (Schedule "E").................................................$____________

Property on Hand (Schedule "F").................................................$____________

TOTAL CREDITS..................................................$____________

The summary must be supported by detailed schedules. The schedules of receipts and disbursements, unless properly waived, must show the nature or purpose of each item, and the date thereof. The schedule of property currently on hand must describe each item, and must indicate its appraised value.