About First and Final Account
The trustee presents a detailed accounting of all transactions, receipts, disbursements, and distributions of a testamentary marital trust to interested parties and the court.
When you'd use it: Filed in orphans' court when a trustee under a decedent's will seeks to account for the administration of a trust and obtain court approval and discharge.
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
- Step 1 — Confirm you have the correct formUse First and Final Account when filed in orphans' court when a trustee under a decedent's will seeks to account for the administration of a trust and obtain court approval and discharge. 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.
- 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.
- 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 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).