About Judicial Settlement of Accounting Proceeding Checklist
Provides a checklist to ensure compliance with requirements for judicially settling an accounting proceeding in Surrogate's Court.
When you'd use it: When an executor, administrator, guardian, or trustee seeks judicial settlement of their account in New York Surrogate's Court.
Where to get the official form
Judicial Settlement of Accounting Proceeding Checklist is published through the New Yorkcourts' official forms page. Open it to find and download the current version directly from the court rather than a third-party copy:
Official court source
Open the official New York forms page →
Source: nycourts.gov
Link last checked: June 27, 2026
How to file Judicial Settlement of Accounting Proceeding Checklist in New York
- Step 1 — Confirm you have the correct formUse Judicial Settlement of Accounting Proceeding Checklist when when an executor, administrator, guardian, or trustee seeks judicial settlement of their account in New York Surrogate's Court. Double-check it's the right form for your situation — New York probate forms are revised periodically, so verify the name and number against your court's current form list before you start.
- Step 2 — Complete every required fieldFill out Judicial Settlement of Accounting Proceeding Checklist 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.
- 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.
- Step 4 — File it with the correct courtSubmit Judicial Settlement of Accounting Proceeding Checklist to the probate court or county clerk handling the estate — usually in the New York county where the deceased lived. Ask the clerk how they prefer to receive filings (in person, by mail, or e-filing).