Statement of Account

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: June 27, 2026

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About Statement of Account

The personal representative provides a sworn statement of account detailing all claims paid, expenses, and taxes satisfied in the estate, and proposes a final distribution schedule for the closing of an independent estate under Missouri law.

When you'd use it: Filed by an independent personal representative in an independent estate closing procedure (pursuant to Section 473.840, RSMo) after all claims and expenses have been satisfied and more than six months have elapsed since first publication of notice.

Where to get the official form

The official version of Statement of Account 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 (PDF) →

Source: stlcitycircuitcourt.com

Link last checked: June 27, 2026

How to file Statement of Account in Missouri

  1. Step 1Confirm you have the correct formUse Statement of Account when filed by an independent personal representative in an independent estate closing procedure (pursuant to Section 473.840, RSMo) after all claims and expenses have been satisfied and more than six months have elapsed since first publication of notice. 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 2Complete every required fieldFill out Statement of Account 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 3Get 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 4File it with the correct courtSubmit Statement of Account 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? 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?
The personal representative provides a sworn statement of account detailing all claims paid, expenses, and taxes satisfied in the estate, and proposes a final distribution schedule for the closing of an independent estate under Missouri law. You'd typically use it when filed by an independent personal representative in an independent estate closing procedure (pursuant to Section 473.840, RSMo) after all claims and expenses have been satisfied and more than six months have elapsed since first publication of notice.
Where do I file Statement of Account 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?
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 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.

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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.