AOC 846 Form – Fill Out and Use This PDF

AOC 846 Form PDF Details Who Must File Form AOC 846?

The AOC 846 form is a Kentucky Court of Justice document required under KRS 395.600 through 395.657. Formally titled "Settlement of Fiduciary" under code "SET" and last revised in March 2000, this PDF must be submitted by personal representatives to close a Kentucky probate case. The form applies to intestate estates (no will) and testate estates (with a will). This official PDF filing is required to end probate administration and release the representative from further obligations.

This PDF form records two complete accounting periods. Each period contains columns for transaction dates, voucher numbers, receipts, and disbursements. A summary section calculates total receipts and total disbursements for the full probate period. The judge reviews this PDF accounting to verify that all probate assets were properly managed. Accurate entries in the probate settlement forms are essential. Errors in the totals can delay approval and require resubmission of amended PDF forms.

Who Must File Form AOC 846?

Any appointed personal representative of a Kentucky probate case must file Form AOC-846. This applies to administrators of intestate estates and executors of testate estates that require a formal PDF accounting under state law. Creditors, heirs, and other parties may request Form AOC 846 at any stage of the probate proceeding.

Co-administrators must both sign the probate settlement forms. Any legal representative under judicial supervision at the state district level must submit these probate forms as part of closing the proceeding. Contact your local probate office for state-specific filing deadlines and requirements. Missing the deadline can delay the discharge and extend the administration timeline.

Form AOC-846 must be submitted at the end of probate administration, along with a formal request for approval. Under Kentucky state law (KRS 395.620), the personal representative should submit this PDF within 60 days of completing all financial activities. The judge may grant an extension upon written request to the probate office. Meeting the state filing deadline demonstrates proper oversight of all probate affairs and keeps the proceeding on schedule. Legal consequences may follow from missing the statutory deadline without an approved extension.

The probate settlement process begins when the personal representative prepares a full accounting of all transactions in the PDF form. Each receipt and disbursement entry must include a date, voucher number, and dollar amount. After preparing the PDF filing, the representative signs a notarized verification oath before a notary public. The probate office then schedules a review. If the PDF accounting is accurate, the judge issues a formal approval order and the probate case is legally closed. This official requirement under state law ensures all administration activities are documented for the record.

Supporting documents: Filing Form AOC 846 requires a full set of supporting records. Required legal forms and documents include bank statements for all probate accounts, receipts for income collected by the estate, vouchers for all disbursements paid including attorney fees and legal costs, and copies of prior judicial orders. Submitting a full document set with the PDF forms helps the probate office approve the filing without delay. Missing supporting forms may require additional legal submissions and extend the timeline. The probate office can advise which supporting forms are required for your county.

The PDF form includes a verification oath that the personal representative signs before a notary public. By signing this section of Form AOC-846, the representative certifies under state law that all receipts and disbursements in the PDF are accurate. The attorney section of Form AOC 846 captures the bar number of any legal counsel involved in the administration. This notarized signature is a legal requirement confirming the accuracy of all settlement data provided in the forms.

Once the judge signs the approval order, the district clerk enters it of record and files the PDF. The probate office may also require advertising the approval under applicable state statutes. The personal representative then receives a formal discharge from all administration obligations. This official discharge from the state is the final step in the probate proceeding, releasing the representative from further legal responsibility. The state probate office provides confirmation of the discharge upon written request.

Related Kentucky probate PDF forms filed alongside this settlement PDF include the AOC-841 form for opening a Kentucky probate case, the AOC-E-204 form, and the AOC-E-208 form for related estate PDF forms. Estate planning forms such as the Kentucky living will are often prepared alongside probate PDF forms. The AOC-805 form and the AOC-856 form cover additional state legal procedures in Kentucky probate cases.