Delaware Probate Form

Accounting Sample And Instructions (Sussex County) (Sussex)

Everything you need to know about Delaware Form Accounting Sample And Instructions (Sussex County) (Sussex), including helpful tips, fast facts & deadlines, how to fill it out, where to submit it and other related DE probate forms.

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About Accounting Sample And Instructions (Sussex County) (Sussex)

There are all sorts of forms executors, beneficiaries, and probate court clerks have to fill out and correspond with during probate and estate settlement, including affidavits, letters, petitions, summons, orders, and notices.

Accounting Sample And Instructions (Sussex County) (Sussex) is a commonly used form within Delaware. Here’s an overview of what the form is and means, including a breakdown of the situations when (or why) you may need to use it:

Atticus Fast Facts About Accounting Sample And Instructions (Sussex County) (Sussex)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Accounting Sample And Instructions (Sussex County) (Sussex):

  • This form pertains to the State of Delaware

  • The current version of this form was last revised on January 1, 1970

Government forms are not typically updated often, though when they are, it often happens rather quietly. While Atticus works hard to keep this information about Delaware’s Form Accounting Sample And Instructions (Sussex County) (Sussex) up to date, certain details can change from time-to-time with little or no communication.

How to file Form Accounting Sample And Instructions (Sussex County) (Sussex)

Step 1 - Download the correct Delaware form based on the name and ID if applicable

Double check that you have both the correct form name and the correct form ID. Some Delaware probate forms can look remarkably similar, so it’s best to double, even triple-check that you’re using the right one! Keep in mind that not all States have a standardized Form ID system for their probate forms.

Step 2 - Complete the Document

Fill out all relevant fields in Form Accounting Sample And Instructions (Sussex County) (Sussex), take a break, and then review. Probate and estate settlement processes in DE are long enough to begin with, and making a silly error can push your timeline even farther back. No thank you!

Note: If you don’t currently know all of the answers and are accessing Form Accounting Sample And Instructions (Sussex County) (Sussex) online, be sure to avoid closing the browser tab and potentially losing all your progress (or use a platform like Atticus to help avoid making mistakes).

Step 3 - Have Form witnessed or notarized (if required)

Some States and situations require particular forms to be notarized. If you have been instructed to get the document notarized or see it in writing on the document, then make sure to hire a local notary. There are max notary fees in the United States that are defined and set by local law. Take a look at our full guide to notary fees to make sure you aren’t overpaying or getting ripped off.

Step 4 - Submit Accounting Sample And Instructions (Sussex County) (Sussex) to the relevant office

This is most often the local probate court where the decedent (person who passed away) is domiciled (permanently resides) or the institution involved with this particular form (e.g. a bank). Some offices allow you to submit forms online, other’s don’t, and we while we generally recommend going in-person to expedite the process, sometimes that simply isn’t an option.

It’s also a generally good idea to establish a positive working relationship with any probate clerk (unfortunately there’s enough people & process out there making things more difficult and unnecessarily confusing for them), so a best practice is to simply ask the probate clerk proactively exactly how and where they’d prefer you to submit all forms.

Need help getting in touch with a local probate court or identifying a domicile probate jurisdiction?

👉 Find and Contact your Local Probate Court

👉 What is a Domicile Jurisdiction?

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When Accounting Sample And Instructions (Sussex County) (Sussex) is due

Different probate forms or processes can require different deadlines or response times for completing the appropriate form.

While some steps in the process are bound to specific deadlines (like petitioning for probate, having to submit an inventory of assets, or filing applicable notices to creditors and beneficiaries), many probate forms or processes are not tied to a specific deadline since the scope of work can vary based on situational factors or requirements involved.

Either way, there are a bunch of practical reasons why personal representatives should work to complete each step as thoroughly and quickly as possible when completing probate in Delaware.

5 reasons you should submit this form as quickly as possible:

  1. The sooner you begin, the faster Delaware can allow heirs and beneficiaries to get their share of assets subject to probate. Acting promptly can also decrease the costs & overall mental fatigue through an otherwise burdensome process.

    Helpful Context: What’s the Difference Between Probate and Non-Probate Assets?

  2. In general, creditors of an estate usually have around 3-6 months from the time you file notice to creditors to file any claims for debt against the deceased’s assets. If they don’t, then that debt is forfeited (and more importantly, the executor won’t be held personally responsible). So doing this sooner means you have a better idea of who is owed what and ensures you won’t get a surprise collector months later.

  3. Not filing a will within 30 days (on average) could mean that the probate process proceeds according to intestate laws (laws that govern what happens to someone's stuff without a will) or is subject to unnecessary supervision by the probate court. And if you aren't directly related to the deceased (a.k.a. next of kin), this could also mean you lose your inheritance.

  4. It’s important to file any necessary state tax returns on behalf of the deceased or estate by the following tax season in Delaware. If you don’t, you could owe penalties and interest. This also includes any necessary federal tax returns such as Forms 1040, 1041, or even a Form 706 estate tax return.

  5. If a house in the State of Delaware is left empty (or abandoned) for a while, insurance can get dicey. For example, if the house burns down and no one has been there for a year, an insurance company may get out of paying your claim.

If you’re not using Atticus to get specific forms, deadlines, and timelines for Delaware probate, then try and stay as organized as possible, pay close attention to the dates mentioned in any correspondence you have with the State’s government officials, call the local Delaware probate clerk or court for exact answers regarding Form Accounting Sample And Instructions (Sussex County) (Sussex), and when in doubt— consult a qualified trust & estates lawyer for that area.

How to Download, Open, and Edit this form Online

Accounting Sample And Instructions (Sussex County) (Sussex) is one of the many probate court forms available for download through Atticus.

It may also be available through some Delaware probate court sites, such as . In order to access the latest version, be updated with any revisions, and get full instructions on how to complete each form, check out the Atticus Probate & Estate Settlement software or consider hiring a qualified legal expert locally within Delaware.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form Accounting Sample And Instructions (Sussex County) (Sussex) f using any other site or resource in order to avoid having to re-complete the form process and/or make another trip to the Delaware probate court office.

Accounting Sample And Instructions (Sussex County) (Sussex) is a .pdf, so opening it should be as simple as clicking “View Form” from within the Atticus app or by clicking the appropriate link found on any Delaware-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

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Did you know?

  • Form Accounting Sample And Instructions (Sussex County) (Sussex) is a probate form in Delaware.

  • Delaware has multiple types of probate and the necessary forms depend on the unique aspects of each estate, such as type and value of assets, whether there was a valid will, who is serving as the personal representative or executor, and even whether or not they also live in Delaware.

  • During probate, all personal representatives and executives in are required to submit a detailed inventory of assets that must separate non-probate assets from probate assets.

  • Probate in Delaware, especially without guidance, can take years to finish and cost upwards of $14,000.

Frequently Asked Questions about Accounting Sample And Instructions (Sussex County) (Sussex)

Probate is the government’s way of making sure that when a person dies, the right stuff goes to the right people (including the taxes the government wants).

All of that stuff is collectively known as someone’s “estate”, and it’s the job of the executor or personal representative to fill out all the forms and complete all the required steps to formally dissolve the estate. 

To get instant clarity on the entire probate process and get an idea of the steps, timeline, and best practices, read the Atticus Beginner’s Guide to Probate

The best place? Create an account in Atticus to start getting estate-specific advice. 

You may need a lawyer, you may not, and paying for one when you didn’t need it really hurts. Atticus makes sure you make  the best decisions (plus you can write it off as an executor expense).

We’ve also created a list of other probate services. Be sure to check it out!

An executor is named in someone’s will, and if the deceased didn’t have a will, then the spouse or other close family relative usually steps up to fulfill the role. If no one wants to do it, then a judge will appoint someone. 

The executor is responsible for the complete management of the probate process, including major responsibilities such as:

  • Creating an inventory of all probate assets.

  • Filling out all necessary forms

  • Paying off all estate debts and taxes

  • Submitting reports to the court and beneficiaries as requested

And much more. This process often stretches longer than a year. 

For an idea of what separates executors who succeed from those who make this way harder than it should be, visit our article, Executors of an Estate:
What they do & secrets to succeeding

The Exact Text on Form Accounting Sample And Instructions (Sussex County) (Sussex)

Here’s the text, verbatim, that is found on Delaware Form Accounting Sample And Instructions (Sussex County) (Sussex). You can use this to get an idea of the context of the form and what type of information is needed.

Part 2 Case # Found on Probate Timeline 5 East Pine Street P.O. Box 743 Georgetown, DE 19947 Phone: (302) 855-7875 Fax: (302) 853-5871 FORM NO. 30 - ACCOUNTING SAMPLE & INSTRUCTIONS Title of Account: “First and Final” ACCOUNT FILED BY: Your Name PERSONAL REPRESENTATIVE OF THE ESTATE OF: Decedent’s Name OF: Sussex COUNTY DATE OF DEATH: Date Person Passed DATE LETTERS WERE GRANTED: Date estate was opened. (See Probate Timeline & Directions” ATTORNEY: Name of Attorney. If none, “Pro Se” Total Probate Assets: This comes from the last page of the inventory, under the line “Total of Probate Assets”. It includes only the totals of Schedules B, C & E from the Inventory. (Figure must agree with total solely held personal property listed on Recapitulation Page of Inventory.) $ Any change in assets since filing the inventory, including additional assets received into the estate or losses. Examples include: • Gains/losses on sale of securities (stocks, bonds) since filing inventory • Refunds received for canceling services (i.e. magazine or newspaper subscriptions, insurance, garbage pick-up, etc. • Refunds received from nursing home for credit against prepaid care • Proceeds for sale of the house ONLY if there was a direction to sell in the will or if real estate needs to be sold to pay debts. Settlement sheet must be attached. • Dividends/interest paid to the estate after filing the inventory • Litigation proceeds (must submit proof of proceeds, such as letter or check stub) Total Additional Assets: TOTAL: $ $ ____ Attachments: Form No. SC5 (List of Beneficiaries) S. Form No. SC2 (Waiver of Notice) or SC1 (Notice) Form No. SC3 (Waiver / Incapacity) Accounting Page 1 Revised 08/2023 Accounting Page 2 Revised 08/2023 **Save canceled checks/receipts and proof of payment for all of the items listed below.** The Personal Representative(s) of the Estate of: Decedent’s Name___________________________ asks allowance for the following amounts: Administrative Expenses: Costs incurred in performing one’s duties as personal representative. Examples: • Fees paid to Register of Wills (opening costs, inventory filing fee cost, additional letters charges) • Appraisal fees and auction fees/commissions paid for personal property • Three months of allowable home expenses (meaning utilities, phone, insurance, etc.) • If real estate must be sold either by direction or to pay debts, all costs incurred to maintain property until sale are deductible. Any settlement monies deducted from sale proceeds may also be deducted IF gross (not net) proceeds are listed on first page as additional assets. • Moving/packing/storage expenses for sending personal property to beneficiaries • Personal representative’s expenses (gas, tolls, airfare, hotel, meals, etc.) • Professional consulting fees Subtotal: $ Debts of the Estate: Costs incurred by decedent but paid after death. Examples: • Medical bills (ambulance, co-pays, hospital bills, etc.) • Prescription bills, credit card balances at date of death, utility bills through date of death • Estate taxes if applicable • Claims filed against the estate must show as paid here. Subtotal: $ Funeral Expenses: Costs incurred for the interment & burial of the decedent. Examples: • Funeral home fees • Honorariums for religious personnel • Grave markers/stone and related inscription costs • Burial plot if not already purchased • Cremation fees, etc. • Costs of the wake • Food/catering and room rental • Flowers EXCEPTION: If funeral was paid by directive in insurance contract, then not deductible. Subtotal: $ **NOTE: For all of the above items, if you need additional space, write “See Attached” and attach an itemized schedule of payers and amounts. List total amount under each category. Accounting Page 3 Revised 08/2023 Attorney’s Fees: $ Only if representing the estate. Attorney must initial. Commissions Allowed: $ “Reasonable fee” you are charging the estate to be the Personal Representative (See Rule 192). Must claim as income on taxes. Total E xpenses: $ Closing Costs: 1.25% net personal estate $ 1.25% of Total of page 1 less total of all expenses (Total Assets – Total Expenses = ? X 1.25%) Recording and i ndexing: $ If not prepaid at opening = $20.00 If prepaid at opening = $0.00 Releases ($5.00, each): $ Receipt for goods bequeathed in the will; not mandatory (Not S.C. 2 Waivers) Rule 190 ($5.00 for each Personal Representative): $ If attorney is appearing on your behalf Total Closing Costs: $ Total of above 4 items to be paid to Register of Wills Total A mount Disbursed: $ Total of all expenses (including closing costs) Balance Remaining in the Hands of the Personal $ Representative(s) of the Estate: Page 1 less Total Amount Disbursed Overpayment: $ Is the filing of a tax return with the Division of Revenue Yes No necessary in this estate? If the answer is “yes,” have you already filed with the Yes No Division of Revenue? If applicable, an “Affidavit That No Delaware Estate Tax Return is Required” m ust be filed with the Register of Wills for persons dying between January 1, 1999 and December 31, 2004, and for persons dying on or after July 1, 2009. Is the filing of a federal estate tax return necessary Yes No Date Filed: Register of Wills

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