Final Account And Petition For Fees And For General Judgment Of Final Distribution

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.

Final Account And Petition For Fees And For General Judgment Of Final Distribution is a commonly used form within Oregon. 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 Final Account And Petition For Fees And For General Judgment Of Final Distribution

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Final Account And Petition For Fees And For General Judgment Of Final Distribution:

• This form pertains to the State of Oregon

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 Oregon’s Form Final Account And Petition For Fees And For General Judgment Of Final Distribution up to date, certain details can change from time-to-time with little or no communication.

Step 1 - Download the correct Oregon 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 Oregon 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 Final Account And Petition For Fees And For General Judgment Of Final Distribution, take a break, and then review. Probate and estate settlement processes in OR 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 Final Account And Petition For Fees And For General Judgment Of Final Distribution 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 Final Account And Petition For Fees And For General Judgment Of Final Distribution 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.

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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 Oregon.

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

1. The sooner you begin, the faster Oregon 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 Oregon. 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 Oregon 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 Oregon 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 Oregon probate clerk or court for exact answers regarding Form Final Account And Petition For Fees And For General Judgment Of Final Distribution, and when in doubt— consult a qualified trust & estates lawyer for that area.

Final Account And Petition For Fees And For General Judgment Of Final Distribution is one of the many probate court forms available for download through Atticus.

It may also be available through some Oregon 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 Oregon.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form Final Account And Petition For Fees And For General Judgment Of Final Distribution 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 Oregon probate court office.

Final Account And Petition For Fees And For General Judgment Of Final Distribution 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 Oregon-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 Oregon Form Final Account And Petition For Fees And For General Judgment Of Final Distribution. You can use this to get an idea of the context of the form and what type of information is needed.

Final Account and Petition for Fees and for General Judgmen t of Final Distribution ORS 116.083 Page 1 of 5 In the Circuit Court of the State of Oregon For the County of _______________ In the Matter of the Estate of ) ) _________________________ , ) Deceased ) Case No. _____________ FINAL ACCOUNT AND PETITION FOR FEES AND FOR GENERAL JUDGMENT OF FINAL DISTRIBUTION The personal representative files a final account for fees and general judgment for final distribution for this estate to the persons and in the proportions specified below. In support of this account and petition, the personal representative makes the following representations: 1. Accounting Period. ___________________, the personal representative of the estate of _____________________, presents this final account, covering the period from __________ to and including __________ . 2. Bonding Requirements. __ No bond was required. Bond was waived by court order dated _____________. __ No bond was required. The personal representative was not required bond under ORS 125.410(2)(b). __ No bond was required. Bond was waived by the following statute or rule: _______________________________________________________________. __ The current amount of the total bond, including riders, is $ __________________ 3. Value and Asset Schedule. The total value of property with which the Personal Representative is chargeable according to the initial Inventory, or if there was a prior account, according to the balance of the prior account, and any additional information set forth in this petition, is $ ______________. The following is a complete and accurate statement of all assets owned by the estate at any time during the accounting period and the personal representative’s estimate of the value of each asset: __ Check this box to indicate additional space is needed and an attachment, labeled Exhibit 1 Schedule of Assets, has been affixed to this petition, using the format identical to below. Description of Asset* Beginning Value Value of Later- Acquired Asset Value at Disposition Current (Ending) Value Final Account and Petition for Fees and for General Judgmen t of Final Distribution ORS 116.083 Page 2 of 5 TOTALS *For any asset acquired or disposed of during the accounting period, include the date of acquisition or disposal. 4. Receipts and disbursements. The following are complete and accurate schedules of funds received in and disbursed by the personal representative during the accounting period, and shows the amount of cash on hand at the beginning and end of the accounting period. __ Check this box to indicate additional space is needed and an attachment labeled Exhibit 2 Receipts and Disbursements, has been affixed to this petition, using the format identical to below. Receipts DateSource of ReceiptExplanationAmount OPENING BALANCE TOTAL RECEIPTS TOTAL RECEIPTS PLUS (+) OPENING BALANCE Disbursements Date Check # Payee Explanation Amount TOTAL DISBURSEMENTS ENDING BALANCE (Total Receipts, Plus (+) Opening Balance, Minus (-) Total Disbursements) TOTAL DISBURSEMENTS PLUS (+) ENDING BALANCE 5. Vouchers and Depository Statements. (a)__ The filing of vouchers and depository statements was waived (select one) __ By court order herein dated . __ By the following statute or court rule: . (b)__ The Fiduciary requests that the Court waive the requirement of filing vouchers and depository statements for this accounting. The vouchers and depository statements are located at the following address: ___________________________________ The vouchers and depository statements will be available for examination by interested persons at that location until one year after the approval of the final accounting herein. (c)__ The Fiduciary requests that vouchers and depository statements filed with this accounting be returned. A self-addressed envelope with adequate postage for return of the documents is attached to the vouchers. 6. Narrative Description of Changes during the Accounting Period. During the accounting period the following changes in the assets or financial circumstances occurred. If none, enter “none”. Describe all changes not clearly disclosed in the Asset Schedule, including, without limitation, corrections to previously Final Account and Petition for Fees and for General Judgment of Final Distribution ORS 116.083 Page 3 of 5 declared values, omitted assets, the closing of an account, the sale or purchase of an asset, a significant change in living expenses, or a stock split. ____________________________________________________________________________ 7. Fiduciary Disclosures. Disclose and explain every transaction if the transaction was any of the following: (a) A gift. (b) A transaction with a person or entity with whom the Fiduciary has a relationship which could compromise or otherwise affect decisions made by the Fiduciary. The disclosure shall include, but is not limited to, payment for goods, services, rent, reimbursement of expenses, and any other like transactions. (c) A payment for goods or services provided by a person not engaged in an established business of providing similar goods or services to the general public. (d) A payment for goods or services at a rate higher than that ordinarily charged to the general public. If none, enter “none”. ____________________________________________________________________________ 8. Creditor Claims and Taxes. All Oregon income, inheritance, and personal property taxes, if any, due from this estate or on account of this deceased have been paid. Appropriate receipts showing payment have been filed. All federal income and estate taxes, if any, due from this estate have been fully paid. All required tax returns have been filed. All creditors, other than creditors owed administrative expenses that require court approval, and all claims against the estate presented to the personal representative have been paid in full or otherwise settled by the law. 9. Fees. The personal representative requests authority to pay reasonable attorney fees incurred i n the sum of $_______________ , costs incurred but not yet pai d i n the sum of $_________________, and compensation allowable to the personal representative in the amount of $________________. A breakdown o f the computation of such fees is as follows: ____________________________________________________________________________ Final Account and Petition for Fees and for General Judgment of Final Distribution ORS 116.083 Page 4 of 5 Final Account and Petition for Fees and for General Judgmen t of Final Distribution ORS 116.083 Page 5 of 5 10. Distributions. After payment of fees and closing expenses, the personal representative requests that the remaining property of the decedent’s estate be distributed as follows: ___________________________________________________________________________ 11. The estate is ready for final settlement and distribution. The personal representative has fixed ___________ as the date by which objections to this final account must be filed and has or will timely notify all interested parties of the and place for filing objections. WHEREFORE the undersigned requests entry of a judgment approving this final account and any prior accounts filed; directing the payment of $_______________as reasonable compensation to the Personal Representative and $_______________ as reasonable attorney fees incurred by the estate; a general judgment of final distribution of the remaining assets of the estate to the heirs entitled thereto, as set forth above. I hereby declare that the above statements are true to the best of my knowledge and belief, and that I understand they made for use as evidence in court and subject to penalty for perjury. ___________________________ ________ ___________________________ ________ Petitioner’s Signature Date Attorney’s Signature Bar. No. Printed Name:_________________________ Printed Name:_________________________ Address: _____________________________ Address: _____________________________ Phone: ______________________________ Phone: ______________________________ Email: _______________________________ Email: ______________________________