AOC-846: Kentucky Settlement of Estate

Fill in Case No., Court, County and Division.

As the undersigned fiduciary, check one: Final, Periodic or Proposed settlement.

Fill in Estate of, then the amounts received and paid out or proposed to be paid out by me from and to.

Check if applicable: This settlement is submitted in conformity with the proposed settlement approved by this Court on the line.

Identify all assets and investments on hand, including a beginning and current value. For Proposed settlements, also indicate any assets anticipated to be received and the proposed distribution. For Final settlements, include distribution and whether is was in kind and to whom, or liquidated for cash.

Enter the Item Description, Beginning Value and Current Value, then the ASSETS TOTAL.

Identify all receipts and disbursements occurring since the last inventory or settlement with supporting documentation. If Proposed settlement, supporting documentation is not required.

For each Receipt enter the Description/Date and Amount, then the RECEIPTS TOTAL.

For each Disbursement enter the Description/Date and Amount, then the DISBURSEMENTS TOTAL.

Enter the BALANCE (ASSETS + RECEIPTS - DISBURSEMENTS).

Complete if Final settlement: list Unpaid Creditors - Allowed Claims with the Amount, then the TOTAL.

List Creditors - Disallowed Claims with the Amount, then the TOTAL.

Enter the Fees/commissions paid to me as fiduciary.

Check if applicable: Fees/commissions paid to the attorney.

Check one: All inheritance, estate, or similar death taxes have been paid. Copies of such tax receipts are attached, if available.

Or check No taxes due. An affidavit of exemption is attached.

To be completed if represented by counsel: Attorney's Name (Printed), Address, Phone No. and Email.

The Executor/Administrator signs on the Signature of Executor/Administrator line.