Get Pc-246 New 713

Filling out the PC-246 NEW 713 financial report for a decedent's estate can seem complex, but this guide will simplify the process. Follow the step-by-step instructions to accurately complete the form online and ensure compliance with the necessary requirements.

Follow the steps to successfully complete the PC-246 NEW 713 form.

1. Click the ‘Get Form’ button to access the financial report online, ensuring that you have the form ready in your editing environment.
2. Begin by entering the probate court name and the district number at the top of the form. This identifies the jurisdiction handling the estate.
3. Complete the 'Estate of' section by providing the name of the deceased individual whose financial affairs are being reported.
4. In the fiduciary section, list the names, addresses, and telephone numbers of all fiduciaries managing the estate.
5. Review the declarations made by each fiduciary regarding supporting records, payments of claims, and distributions by checking the appropriate boxes.
6. Fill in the 'Assets and Income Received' section detailing the total amount reported on the inventory, additional assets received, and any income generated. Specify sources such as interest and dividends.
7. Document any cash advanced to the estate by indicating the amount and whether there is an expectation of reimbursement.
8. Proceed to the 'Payments' section, where you will list all funeral and administrative expenses, including any fees associated with fiduciaries and attorneys.
9. In the 'Distributions' section, both already made and proposed distributions must be recorded, detailing the name of the distributee, the assets distributed, and their fair market value.
10. Finally, ensure all fiduciaries provide their signatures, print their names, and date the form, certifying the accuracy of the information provided.
11. Once completed, review the form for accuracy. Save your changes, then download, print, or share the form as needed.

Start completing the PC-246 NEW 713 form online today to manage estate affairs effectively.