South Carolina Probate Form 337ES

Application For Settlement & Accounting Of Subsequent Administration

Everything you need to know about South Carolina Form 337ES, including helpful tips, fast facts & deadlines, how to fill it out, where to submit it and other related SC probate forms.

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About Application For Settlement & Accounting Of Subsequent Administration

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.

Application For Settlement & Accounting Of Subsequent Administration is a commonly used form within South Carolina. 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:

View Form 337ES

SC Form 337ES, which may also referred to as Application For Settlement & Accounting Of Subsequent Administration, is a probate form in South Carolina. It is used by executors, personal representatives, trustees, guardians & other related parties during the probate & estate settlement process.

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Atticus Fast Facts About Application For Settlement & Accounting Of Subsequent Administration

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Application For Settlement & Accounting Of Subsequent Administration:

  • This form pertains to the State of South Carolina

  • The official South Carolina source for this form is here.

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 ’s Form 337ES - Application For Settlement & Accounting Of Subsequent Administration up to date, certain details can change from time-to-time with little or no communication.

How to file Form 337ES

Step 1 - Download the correct South Carolina 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 South Carolina 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 337ES, take a break, and then review. Probate and estate settlement processes in SC 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 337ES 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 337ES 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 Application For Settlement & Accounting Of Subsequent Administration 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 Application For Settlement & Accounting Of Subsequent Administration 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 South Carolina.

5 reasons you should submit 337ES as quickly as possible:

  1. The sooner you begin, the faster South Carolina 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 South Carolina. 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 South Carolina 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 South Carolina 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 South Carolina probate clerk or court for exact answers regarding Form 337ES, and when in doubt— consult a qualified trust & estates lawyer for that area.

How to Download, Open, and Edit Form 337ES Online

Application For Settlement & Accounting Of Subsequent Administration is one of the many probate court forms available for download through Atticus.

It may also be available through some South Carolina 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 South Carolina.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form 337ES - Application For Settlement & Accounting Of Subsequent Administration 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 South Carolina probate court office.

Application For Settlement & Accounting Of Subsequent Administration 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 South Carolina-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

View Form 337ES

SC Form 337ES, which may also referred to as Application For Settlement & Accounting Of Subsequent Administration, is a probate form in South Carolina. It is used by executors, personal representatives, trustees, guardians & other related parties during the probate & estate settlement process.

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Did you know?

  • Form 337ES - Application For Settlement & Accounting Of Subsequent Administration is a probate form in South Carolina.

  • South Carolina 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 South Carolina.

  • 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 South Carolina, especially without guidance, can take years to finish and cost upwards of $14,000.

Frequently Asked Questions about Application For Settlement & Accounting Of Subsequent Administration

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 337ES

Here’s the text, verbatim, that is found on South Carolina Form 337ES - Application For Settlement & Accounting Of Subsequent Administration. You can use this to get an idea of the context of the form and what type of information is needed.

FORM #337ES (1/2014) 62-3-1008 STATE OF SOUTH CAROLINA ) IN THE PROBATE COURT ) COUNTY OF ____________________________ ) ) APPLICATION FOR SETTLEMENT & ACCOUNTING OF SUBSEQUENT ADMINISTRATION IN THE MATTER OF: ) ) CASE NUMBER: ___________________ (Decedent) ) 1. The undersigned as the Personal Representative(s) has/have collected and managed the additional assets of the estate; has/have distributed the additional assets or propose(s) to distribute as designated on the Proposal for Distribution (if applicable); and has/have performed all other required acts pertaining to administration of additional assets located for the estate of decedent. 2. The Personal Representative(s) has/have filed: Supplemental Inventory for additional assets located Accounting of additional assets as indicated below Accounting waived Proposal for Distribution, if applicable, for additional assets All required returns (including final income tax return, fiduciary income tax return, Estate tax return). If not, please explain: _____________________________________________________________________________________ 3. The following sets forth a complete accounting for the said additional estate assets: RECEIPTS DISBURSEMENTS (Assets received into estate) (Assets disbursed/paid out from estate) 4. I request that the Court: (check all that apply) A. Consider or approve the Personal Representative’s above Accounting and the Proposal for Distribution, if applicable, for assets not yet distributed. B. Approve the distributions previously made and authorize the Personal Representative(s) to transfer title to the assets and distribute them to the distributees in the amount and manner set forth in the Proposal for Distribution (FORM 410ES). C. Discharge, or set forth the conditions of the termination of the appointment of the Personal Representative, and the release of the Personal Representative’s bond, if any. D. (Other :) _______________________________________________________________________________________ Executed this __________ day of ________________________________, 20_____. Personal Representative Signature: __________________________________________ Print Name: __________________________________________ SWORN to before me this _______ day of Address: __________________________________________ _________________________, 20_____ __________________________________________ Telephone (Work): __________________________________________ _________________________________ (Home): __________________________________________ Notary Public for South Carolina (Cell): __________________________________________ My commission expires: _____________ Email: __________________________________________

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