Affidavit Verifying Accounts

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.

Affidavit Verifying Accounts is a commonly used form within New Brunswick. 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 Affidavit Verifying Accounts

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Affidavit Verifying Accounts:

• This form pertains to the State of New Brunswick

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 New Brunswick’s Form Form 3N - Affidavit Verifying Accounts up to date, certain details can change from time-to-time with little or no communication.

Step 1 - Download the correct New Brunswick 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 New Brunswick 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 Form 3N, take a break, and then review. Probate and estate settlement processes in NB 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 Form 3N 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 Form 3N 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 Affidavit Verifying Accounts 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?

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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 New Brunswick.

5 reasons you should submit Form 3N as quickly as possible:

1. The sooner you begin, the faster New Brunswick 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 New Brunswick. 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 New Brunswick 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 New Brunswick 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 New Brunswick probate clerk or court for exact answers regarding Form Form 3N, and when in doubt— consult a qualified trust & estates lawyer for that area.

Affidavit Verifying Accounts is one of the many probate court forms available for download through Atticus.

It may also be available through some New Brunswick 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 New Brunswick.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form Form 3N - Affidavit Verifying Accounts 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 New Brunswick probate court office.

Affidavit Verifying Accounts 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 New Brunswick-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

Here’s the text, verbatim, that is found on New Brunswick Form Form 3N - Affidavit Verifying Accounts. You can use this to get an idea of the context of the form and what type of information is needed.

76 84-9Loi sur la Cour des successionsP-17.1 Form 3N In The Probate Court of New Brunswick Judici al District of ________________________________________________ Affidavit Verifying Accounts Form 3N In the estate of ________________________________________ __ , deceased. I, ____________________________ , of in the Province of _____________________, _______________________ (occupation) , make oath (or do solemnly affirm) and say: (1).Letters Probate were issued to _______________________________ by this Honourable Court. (2).The accounts now shown by me, marked “A” set forth a full and cor- rect statement (covering a period from the ____ day of __________ , 20_____ , to the ______ day of _____________ , 20_____ ), of all the personal estate and effects and of the real estate and proceeds thereof of the deceased which have come into the hands of the executor or of any other person, persons or corporations on his behalf, so far as I know, and also the names of the parties from whom the same have been received and the dates on which the same were received. (3).The accounts also set forth a full and correct statement of all the dis- bursements and payments made (during the said period) by the exec- utor or any other person, persons or corporations, for or on account of the estate. (4).Save and except what appears in the accounts, the executor has not, nor has anyone on his behalf, so far as I know, ever received or got in any part of the deceased’s personal estate or effects or real estate or the proceeds thereof. Formule 3N Cour des successions du Nouveau-Brunswick Circonscription judiciaire de ____ ____________________________________ Affidavit d’attestation des comptes Formule 3N Succession de _____________________ _______________ , personne décédée Je soussigné, _________________ , de _________________________ dans la province de ___________________ , (occupation), dépose sous serment (ou affirme solennellement) : 1.Que des lettres d’homologation on t été délivrées à _______________ par cette honorable Cour à l’exécuteur testamentaire de la succession de la personne décédée. 2.Que les comp tes que je présente, figurant sous la lettre « A », consti-tuent un relevé fidèle et complet (pour la période du ________ jour de _______________ 20_____ au ________ jour de ________________ 20_____ ), de tous les biens personnels et effets, biens réels ainsi que leurs produits de la personne décédée que l’exécuteur testamentaire ou toute autre personne ou corporation agissant en son nom a eu en main pour autant que je sache, et nomment les parties de qui ces biens ont été reçus, avec la date de réception. 3.Que les comptes constituent également un relevé fidèle et complet des déboursés et des paiements effectués (au cours de ladite période) par l’exécuter testamentaire ou toute autre personne, ou corporation pour le compte de la succession. 4.Sauf ce qui apparaît aux comptes, que l’exécuteur testamentaire et per- sonne en son nom n’a reçu ou eu, pour autant que je sache, de la part de la succession la personne décédée, un bien personnel, un effet, un b ien réel ou son produit. ____ __ _________________ ______________________ 77 P-17.1Probate Court Act84-9 Form 3N (Cont’d) (5). (6). (7). The availab le assets of the estate still undisposed of and in the hands of the executor, or of any person or persons on his behalf, are correctly set forth in the accounts. The executor has not received or been rewarded or adjudged any com- pensation by this Court for the care, pains, time an d trouble expended by him in and about the estate (since the _______ day of _________ , ______ ), except as follows: I have carefully read over the annexed application and the statements therein are true. Note:This form may be varied for administration. Sworn (or Solemnly affirmed)) before me at ____________________ in ) the Province of ____________________ ) this ___________ day of ___________, ) 20___.) Commissioner, etc.Signature Formule 3N (Suite) 5.Que les actifs disponibles de la succession dont il n’a pas encore été disposé et qui sont aux mains de l’exécuteur testamentaire et de toute personne agissant en son nom, sont consignés fidèlement aux comptes. 6.Qu’aucune rémunération n’a été donnée, accordée ou adjugée par cette Cour à l’exécuteur testamentaire pour son travail, le temps con- sacré, le soin apporté, les inconvénients et les en nuis subis que la suc- cession lui a occasionnés (à compter du _____ jour de _____________ _______ ) sauf ce qui suit : 7.Que j’ai lu attentivement la demande ci-jointe et que les déclarations qu’elles contient sont véridiques. Remarque :La présente formule peut être modifiée en conséquence lorsqu’il s’agit d’administration. Fait sous serment (ou Affirmé) solennellement) devant moi à _________ ) dans la province de _________________ ) ce ____________ jour de____________ , ) 20___.) Commissaire, etc.Signature