First and Final 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 1, 2026
First page of First and Final Account

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About First and Final Account

To present a detailed accounting of trust principal and income receipts, disbursements, distributions, and balances for a marital trust established under a will.

When you'd use it: Filed in the Orphans' Court Division when a trustee (or executor acting on behalf of a deceased trustee) completes trust administration and must account for all transactions during the administration period.

Where to get the official form

The official version of First and Final Account is published as a PDF by the Pennsylvania 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 First and Final Account (PDF) →

Source: pacourts.us

Link last checked: May 31, 2026

How to file First and Final Account in Pennsylvania

  1. Step 1 — Confirm you have the correct formUse First and Final Account when filed in the Orphans' Court Division when a trustee (or executor acting on behalf of a deceased trustee) completes trust administration and must account for all transactions during the administration period. Double-check it's the right form for your situation — Pennsylvania 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 First and Final 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 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 First and Final Account to the probate court or county clerk handling the estate — usually in the Pennsylvania county where the deceased lived. Ask the clerk how they prefer to receive filings (in person, by mail, or e-filing).

Working through the First and Final 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.

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Probate in Pennsylvania

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

Read the Pennsylvania probate guide →

Frequently Asked Questions

What is First and Final Account?
To present a detailed accounting of trust principal and income receipts, disbursements, distributions, and balances for a marital trust established under a will. You'd typically use it when filed in the Orphans' Court Division when a trustee (or executor acting on behalf of a deceased trustee) completes trust administration and must account for all transactions during the administration period.
Where do I file First and Final Account in Pennsylvania?
Probate forms are filed with the probate court or county clerk in the Pennsylvania county where the deceased person lived. Our Pennsylvania probate guide can help you find the right courthouse, filing fees, and local requirements.
Do I need a lawyer to complete First and Final 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 First and Final Account available online?
Most Pennsylvania probate forms are published as PDFs by the state courts or the county clerk. You can find the official source linked above.

Other Pennsylvania Probate Forms

Model Charitable Remainder Unitrust AccountFirst and Final Account of ExecutorOath of Non-Subscribing Witness(es)Petition for Grant of Letters

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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.