Record the flow of money in and out of the estate: Receipts and Disbursements
What is a Receipts and Disbursements?
A Receipts and Disbursements document helps you notify parties of estate payments. Oftentimes, a court, or other interested party, will want a financial statement of the estate to to ensure it's being properly handled. A Receipts and Disbursements document helps you organize estate management information and relay it to others.
Being the administrator of an estate is a big responsibility but you can keep on top of things with a Receipts and Disbursements document. A court will probably want a written record the money that goes to and from the estate. You may also be asked for a statement from beneficiaries and attorneys. That can be a lot to keep organized, but having everything in writing can make it easy. Courts want to get everything ironed out, beneficiaries want to make sure they're getting a fair deal, and you're right in the middle of it all. Keep everything in order with a Receipts and Disbursements document.
When to use a Receipts and Disbursements:
- You are the administrator of an estate.
- You are handling an estate banking account.
How do I get my Receipts and Disbursements reviewed?
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Sample Receipts and Disbursements
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STATE OF
COUNTY OF
COURT
| In the Matter of the Estate of | Case Number |
Receipts and Disbursements
This Receipts and Disbursements is regarding the Estate of who died on .
of , , was appointed personal
representative/administrator of the estate on
of , , who can be reached at is the
estate attorney.
The following is an itemized statement of receipts and disbursements by in the
administration of the Estate in the estate account opened on at with an initial deposit of
Receipts
| Date Received | Source/Reason/Description | Amount Received |
Disbursements
| Transaction Date | Check No. | Payer and Purpose | Amount |
Executed and approved by and as an full and accurate accounting of the estate account
as of .
____________________________________
,
| ____________________________________ |
| , |
| Phone: |
| Attorney ID: |
