Statement of Account and Schedule of Proposed Distribution

This page is for educational purposes only and is not legal advice. Forms and requirements change frequently — verify the current version with your local probate court or an attorney.

Last updated: May 31, 2026

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About Statement of Account and Schedule of Proposed Distribution

To provide a complete accounting of all receipts and disbursements of probate assets and propose distribution of the estate in independent administration.

When you'd use it: Filed by an independent personal representative in Missouri probate proceedings under Section 473.840 to account for estate transactions and propose final distribution to beneficiaries.

Where to get the official form

The official version of Statement of Account and Schedule of Proposed Distribution is published as a PDF by the Missouri courts. We checked this link and it resolved to a form on an official court or government website — always download the current version directly from the source rather than a third-party copy:

Verified official PDF

Download Statement of Account and Schedule of Proposed Distribution (PDF) →

Source: courts.mo.gov

Link last checked: May 31, 2026

How to file Statement of Account and Schedule of Proposed Distribution in Missouri

  1. Step 1 — Confirm you have the correct formUse Statement of Account and Schedule of Proposed Distribution when filed by an independent personal representative in Missouri probate proceedings under Section 473.840 to account for estate transactions and propose final distribution to beneficiaries. Double-check it's the right form for your situation — Missouri probate forms are revised periodically, so verify the name and number against your court's current form list before you start.
  2. Step 2 — Complete every required fieldFill out Statement of Account and Schedule of Proposed Distribution carefully and review it for errors before filing. Probate cases can already take months — a small mistake on the form can set your timeline back further.
  3. Step 3 — Get it notarized or witnessed if requiredSome probate forms must be signed in front of a notary or witnesses. Check the instructions on the form itself, and arrange notarization before you file if it's required.
  4. Step 4 — File it with the correct courtSubmit Statement of Account and Schedule of Proposed Distribution to the probate court or county clerk handling the estate — usually in the Missouri county where the deceased lived. Ask the clerk how they prefer to receive filings (in person, by mail, or e-filing).

Working through the Statement of Account and Schedule of Proposed Distribution? SwiftProbate builds a personalized, step-by-step checklist for settling the estate — so you know which forms to file, in what order, and by when.

Get help with this form

Probate in Missouri

See the full Missouri probate guide for filing deadlines, small-estate options, timelines, costs, and county courthouse details.

Read the Missouri probate guide →

Frequently Asked Questions

What is Statement of Account and Schedule of Proposed Distribution?
To provide a complete accounting of all receipts and disbursements of probate assets and propose distribution of the estate in independent administration. You'd typically use it when filed by an independent personal representative in Missouri probate proceedings under Section 473.840 to account for estate transactions and propose final distribution to beneficiaries.
Where do I file Statement of Account and Schedule of Proposed Distribution in Missouri?
Probate forms are filed with the probate court or county clerk in the Missouri county where the deceased person lived. Our Missouri probate guide can help you find the right courthouse, filing fees, and local requirements.
Do I need a lawyer to complete Statement of Account and Schedule of Proposed Distribution?
Many people complete probate forms themselves, especially for smaller or uncontested estates. Complex estates may benefit from professional advice. SwiftProbate is an informational tool that helps you understand and organize the process — it is not a law firm and does not provide legal advice.
Is Statement of Account and Schedule of Proposed Distribution available online?
Most Missouri probate forms are published as PDFs by the state courts or the county clerk. You can find the official source linked above.

Other Missouri Probate Forms

Notice of Hearing to Determine HeirshipPC 3615Petition to Require AdministrationPC126Order of Court Dispensing with Filing of BondPC 1400Statement as to Death, Delivery of Purported Will and, Application for Probate or Rejection

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Disclaimer: This page is for informational purposes only and does not constitute legal advice. Probate forms and requirements vary by state, county, and individual circumstances, and change over time. Always verify the current form and instructions with your local probate court, and consult a qualified attorney for advice specific to your situation. SwiftProbate is not a law firm and does not provide legal representation.