Santa Clara — Sample

Source: https://santaclara.courts.ca.gov/system/files/probate/sample_summary_of_account_rem.pdf

SAMPLE DOCUMENT – FOR INFORMATION ONLY

SUMMARY OF ACCOUNT (state period of account: date of death through end of account period as determined by the personal representative)

Charges

Amount of Inventory and Appraisal $

Amount of Supplemental Inventory and Appraisal (if any) $

Additional property received (if any) $

Income Receipts during accounting period (Schedule A) $

Gains on sale or other disposition of assets (Schedule B) $

Net income from trade or business, if any (Schedule C) $

Total Charges $ *

Credits

Disbursements during accounting period (Schedule D) $

Losses on sale or other disposition of assets (Schedule E) $

Net loss from trade or business, if any (Schedule F) $

Distributions to beneficiaries, if any (Schedule G) $

Property on hand at end of accounting period (Schedule H) $

Total Credits $ *

• Note: Total Charges should equal Total Credits.