Copy of the closing statement if there was a probate in a county other than Maricopa County. •. Complete this form to the best of your knowledge and ability and then file it with your application or petition. 2.IN THE MATTER OF THE ESTATE OF: Case No. TODAY'S DATE: INSTRUCTIONS. This form is provided for you to summarize the financial transactions. Accounting. Have you forgotten about a checking or savings account, an old uncashed check, stock, safe deposit box, etc.? I am so sorry for your loss. To answer your question, the only way the bank will let you open an estate account is you must do 2 things; The court's website should have a downloadable form to fill out and file. Anyone can file the petition. Refund types include: Credited to a prepaid debit card; Direct deposit to your bank account; Issued to you as a paper check.