Form PR-1814 at a glance
What it is: Form PR-1814, 05/24 is the Estate Account (Informal Administration and Formal Administration) under §§862.01, 862.05, 862.07, 862.11 and 865.16(1)(c), Wisconsin Statutes.
Who signs: "I declare under the criminal penalty of false swearing that the information I have provided is true and accurate." The Personal Representative/Special Administrator signs after the ►; enter the State Bar No. (if any).
Mark personal representative or special administrator: I am the personal representative or special administrator of this estate and this estate account is true and correct.
A filled-in Form PR-1814 example: a final estate account with nothing on hand
How to fill out Form PR-1814, box by box
Estate, Case No. and Informal or Formal Administration
Under STATE OF WISCONSIN, CIRCUIT COURT, enter the COUNTY and, after IN THE MATTER OF THE ESTATE OF, the Name.
Mark the boxes for Amended, Interim, Final, Supplemental, Informal Administration or Formal Administration that apply to the Estate Account.
Enter the Case No.
Who you are and the account of the administration
The following is my account of the administration of this estate from the Date of Death or Date of prior estate account to the Date you enter. List interested persons on page 2.
Receipts and disbursements
Under RECEIPTS, enter the Net Value of property, subject to administration from Inventory (or assets on hand as of last estate account), Added Property (Schedule (A)), Dividends (B), Interest (C), Capital Gains (Losses) (D) and Other Receipts (E), then the TOTAL.
Under DISBURSEMENTS, enter Funeral Expenses (Schedule (F)), Debts of Decedent (G), Claims (including those by judgment) (H), Taxes Paid (I), Interest Paid (J), Administration Expenses (K), Other Payments (L), Distributions Paid to Date (M), TOTAL DISBURSEMENTS and Assets on Hand (N), then the TOTAL.
Totals in each column must be the same.
Fees paid and the proposed distribution
Enter the Proposed distribution of Assets on Hand (Schedule O).
Enter the Total Fees paid during administration: Personal Representative, Guardian Ad Litem, Special Administrator and Attorney.
Declaration and signature
Sign after the ►, then enter the Personal Representative/Special Administrator Name Printed or Typed, Address, Email Address, Telephone Number, Date and State Bar No. (if any).
Form completed by
Under Form completed by: (Name), enter the Address, Email Address, Telephone Number and Bar Number (If any).
List of interested persons
Under List of Interested Persons, list the names and mailing addresses of all interested persons.
For any person with disabilities, also list any guardian of estate; for any person in the military, also list attorney or attorney in fact; and for any minor, list date of birth.
Estate account supporting schedules
Under Estate Account Supporting Schedules, enter the Schedule (A - O), the details of each schedule and the Amount.
More rules for Form PR-1814
This form shall not be modified. It may be supplemented with additional material.
Sources
[1] Form PR-1814 (05/24), Estate Account (Informal Administration and Formal Administration), Wisconsin Circuit Court (the Official source link on this page).