About Estate - Annual Accounting Instruction Sheet and Checklist / Detailed Annual Accounting - Estate
Provides instructions and a fillable form for the personal representative to submit an annual accounting of estate assets, receipts, and disbursements to the court for approval.
When you'd use it: The first accounting must be filed within 15 months of the personal representative's appointment, with subsequent accountings filed annually thereafter per T.C.A. §30-2-601.
Where to get the official form
The official version of Estate - Annual Accounting Instruction Sheet and Checklist / Detailed Annual Accounting - Estate is published as a PDF by the Tennessee 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:
Source: robertsoncountytn.gov
Link last checked: May 30, 2026
How to file Estate - Annual Accounting Instruction Sheet and Checklist / Detailed Annual Accounting - Estate in Tennessee
- Step 1 — Confirm you have the correct formUse Estate - Annual Accounting Instruction Sheet and Checklist / Detailed Annual Accounting - Estate when the first accounting must be filed within 15 months of the personal representative's appointment, with subsequent accountings filed annually thereafter per T.C.A. §30-2-601. Double-check it's the right form for your situation — Tennessee 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 Estate - Annual Accounting Instruction Sheet and Checklist / Detailed Annual Accounting - Estate 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 Estate - Annual Accounting Instruction Sheet and Checklist / Detailed Annual Accounting - Estate to the probate court or county clerk handling the estate — usually in the Tennessee county where the deceased lived. Ask the clerk how they prefer to receive filings (in person, by mail, or e-filing).