Petition To Pass 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.

Petition To Pass Accounts is a commonly used form within Prince Edward Island. 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 Petition To Pass Accounts

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

• This form pertains to the State of Prince Edward Island

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 Prince Edward Island’s Form FORM 65WW - Petition To Pass Accounts up to date, certain details can change from time-to-time with little or no communication.

Step 1 - Download the correct Prince Edward Island 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 Prince Edward Island 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 65WW, take a break, and then review. Probate and estate settlement processes in PE 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 65WW 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 65WW 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 Petition To Pass 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 Prince Edward Island.

5 reasons you should submit FORM 65WW as quickly as possible:

1. The sooner you begin, the faster Prince Edward Island 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 Prince Edward Island. 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 Prince Edward Island 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 Prince Edward Island 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 Prince Edward Island probate clerk or court for exact answers regarding Form FORM 65WW, and when in doubt— consult a qualified trust & estates lawyer for that area.

Petition To Pass Accounts is one of the many probate court forms available for download through Atticus.

It may also be available through some Prince Edward Island 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 Prince Edward Island.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form FORM 65WW - Petition To Pass 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 Prince Edward Island probate court office.

Petition To Pass 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 Prince Edward Island-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 Prince Edward Island Form FORM 65WW - Petition To Pass Accounts. You can use this to get an idea of the context of the form and what type of information is needed.

FORM 65 WW PETITION TO PASS ACCOUNTS, ETC. Court File No. S1 ES ____ CANADA PROVINCE OF PRINCE EDWARD ISLAND SUPREME COURT OF PRINCE EDWARD ISLAND (Estates Section) IN THE MATTER of the Estate of ______________________, late of ____________________________, _______________ County, in the Province of __________, Deceased, __ Testate __ Intestate. The petition of _______________, of ___________________________________________ (full address), in the County of ___________, _________________________(occupation), shows: 1.____________________, of the ____________ of ____________, in the County of ____________ died on or about the ____________ day of ____________, _____. 2.Your petitioner was duly appointed executor of the estate of the deceased, on the ___________ day of ____________, _____. 3.Your petitioner administered the said estate and effects of the deceased to the best of his/ her ability, so far as the same can be administered at this time. 4.Your petitioner has brought in and filed with the Registrar a full and correct account of his/ her administration of the estate, showing all the property thereof which has come into his hands as such executor and also a full and correct account of his/her disbursements as such executor with a statement of the assets yet undisposed of. 5.Your petitioner therefore requests that the said accounts may be audited, taken and passed by and before this Court, and that a citation may be issued citing all persons interested in the said estate to appear at a sitting of the Court to show cause if any they can why the accounts should not be passed and an order for distribution made. 6.Your petitioner further requests that s/he may be allowed a fair and reasonable allowance for his care, pains and trouble, and time expended, in and about the estate of the deceased, and in administering, disposing of, arranging and settling the affairs of the estate. 7.Your petitioner has not yet been allowed any compensation for the services in the last preceding paragraph referred to, either by this Court or by any other competent Court, except _________________________. 8.The only persons interested in the administration of the estate as beneficiaries of the deceased, with their addresses, are as follows: ___________ and that all the said persons are of the full age of the eighteen years, except___________ . 9.Your petitioner knows of no creditors of the estate of the deceased who still have unsettled claims against the estate, except ___________________and that the only portion of the estate that remains unadministered by your petitioner is set forth in a schedule filed herewith, and that the reason of the non-administration thereof is the following : ___________________________ . Dated the ____________ day of ____________, _________________. _____________________ Pe titioner [Note: This form may be varied for administrations and guardianships.]