Estate Account (Informal and Formal Administration)
Wisconsin · Wisconsin Court System · Effective May 30, 2024
This form is used to keep track of all the money that came into and went out of an estate that is being managed. It requires the person managing the estate to account for all the money from a starting date to the current date.
The court describes it as: To account for the receipts and distributions affecting the property subject to administration.
Where this fits in a case
General & infoInformation / general use — not tied to one step of a case
This form is used when someone is managing the property of a deceased person, whether the process is informal or formal administration.
Usually filed by the person starting the case.
Official instructions
How-to guides published by the court for this form.
Common questions
- What is this form for?
- This form is an Estate Account used to list all the money that was received and all the money that was spent while managing an estate. It covers both informal and formal administration.
- Who fills out this form?
- The personal representative or special administrator of the estate is the one who declares and fills out this account.
- Does this form require a fee?
- The form itself does not mention filing fees, but it requires listing various financial details about the estate's assets and expenses.
Revision history
No changes recorded since we started tracking this form on October 10, 2026. The current version took effect May 30, 2024.
Related forms
- PR-1804
Notice to Creditors (Informal Administration)
This form is a notice that sets a deadline for people to file claims against an estate that is being handled through an informal administration. It informs people about the estate and where they can file any claims.
WordGeneral & info
Eff. Oct 7, 2010
- PR-1811
Inventory (Informal and Formal Administration)
This form is used to list all property that needs to be managed after someone passes away. It asks the person in charge of the estate to list the property's value, any debts against it, and to identify any property that belongs to a spouse.
WordGeneral & info
Eff. May 30, 2024
- PR-1815
Estate Receipt (Informal and Formal Administration)
This form is used to officially state that someone has received property or money from an estate. It allows the person to specify if the receipt is for a partial distribution, a full payment, or a distribution to a trust.
WordGeneral & info
Eff. Nov 21, 2019
- PR-1828
Statement of Transfer of Interest in Property (Informal Administration)
This form is used to show that the right to property belonging to someone who passed away has been transferred to specific people. It is used when the estate is being handled in an informal way.
WordGeneral & info
Eff. May 28, 2020
- PR-1842
Notice to Creditors for Summary Assignment (Formal Administration)
This form is a notice given to creditors about a Summary Assignment in a formal administration case. It informs people that a Petition for Summary Assignment was filed and tells them about the deadlines for bringing claims.
WordGeneral & info
Eff. Nov 21, 2019
- PR-1908
Notice of Inventory on File (Formal Administration)
This form is a notice that an inventory for an estate has been filed with the court. It tells interested people that they can ask the personal representative for a copy or summary of the inventory.
WordGeneral & info
Eff. Nov 21, 2019
- PR-1914
Proof of Recording (Formal Administration)
This form is used to show that a final court judgment or a shortened version of that judgment has been officially recorded with the Register of Deeds in the correct county. It requires details about when and where the recording took place.
WordGeneral & info
Eff. Oct 7, 2010
- PR-1966B
Consent to Serve Acceptance By Resident Agent (Ancillary Administration)
This form is a written agreement where a person accepts the role of a resident agent for an estate case. It confirms that the person was appointed as the resident agent in the case.
WordGeneral & info
Eff. Mar 17, 2022