This is an official form from the New York State Unified Court, which complies with all applicable laws and statutes. USLF amends and updates the forms as is required by New York statutes and law.
The Kings New York Petition for Judicial Settlement of Account — Non-Trust is a legal document used in the state of New York to request a court-approved settlement of an account that is not held in trust. This petition is typically filed by an executor or administrator of an estate or a guardian of a minor or incapacitated person. The purpose of the petition is to provide a comprehensive and detailed account of all the financial transactions and assets related to the non-trust account. It enables the court to review and approve the account, ensuring transparency, accuracy, and compliance with the law. The Kings New York Petition for Judicial Settlement of Account — Non-Trust requires several key pieces of information to be included. These may include: 1. Identification of the petitioner: The full name, address, and contact information of the individual filing the petition. 2. Identifying information: The name, date of birth, and address of the decedent (if applicable) or the minor/incapacitated person for whom the account is being settled. 3. Nature of the account: A clear and concise description of the type of non-trust account being settled. For example, it could be a bank account, a brokerage account, or any other financial asset. 4. Account details: Detailed information about the account, including the account number, account holder's name, relevant dates (such as the date of opening and closing the account), and any relevant account statements or supporting documents. 5. Transactions and income: A comprehensive breakdown of all financial transactions related to the account, including deposits, withdrawals, interest earned, and any other income generated by the account. This section should also include details of any outstanding debts or liabilities. 6. Disbursements and distributions: A detailed list of any disbursements or distributions made from the account, including payments to creditors, beneficiaries, legal fees, or any other relevant expenses. 7. Assets and investments: A comprehensive inventory of all assets and investments held within the non-trust account, including real estate, stocks, bonds, or any other property of value. 8. Executor or guardian fees: Information regarding any fees or compensation sought by the executor, administrator, or guardian for their services rendered. 9. Non-trust account statements: Relevant account statements or other supporting documents should be attached as exhibits to provide evidence and further verify the accuracy of the account being settled. 10. Signatures and notarization: The petition must be signed by the petitioner or their legal representative and notarized to ensure its authenticity and legal compliance. The Kings New York Petition for Judicial Settlement of Account — Non-Trust may have variations based on the specific circumstances of the case. These variations usually arise when the account involves unique assets, complex financial transactions, or special legal considerations. However, the core elements mentioned above remain consistent for any type of non-trust account settlement in Kings County, New York.The Kings New York Petition for Judicial Settlement of Account — Non-Trust is a legal document used in the state of New York to request a court-approved settlement of an account that is not held in trust. This petition is typically filed by an executor or administrator of an estate or a guardian of a minor or incapacitated person. The purpose of the petition is to provide a comprehensive and detailed account of all the financial transactions and assets related to the non-trust account. It enables the court to review and approve the account, ensuring transparency, accuracy, and compliance with the law. The Kings New York Petition for Judicial Settlement of Account — Non-Trust requires several key pieces of information to be included. These may include: 1. Identification of the petitioner: The full name, address, and contact information of the individual filing the petition. 2. Identifying information: The name, date of birth, and address of the decedent (if applicable) or the minor/incapacitated person for whom the account is being settled. 3. Nature of the account: A clear and concise description of the type of non-trust account being settled. For example, it could be a bank account, a brokerage account, or any other financial asset. 4. Account details: Detailed information about the account, including the account number, account holder's name, relevant dates (such as the date of opening and closing the account), and any relevant account statements or supporting documents. 5. Transactions and income: A comprehensive breakdown of all financial transactions related to the account, including deposits, withdrawals, interest earned, and any other income generated by the account. This section should also include details of any outstanding debts or liabilities. 6. Disbursements and distributions: A detailed list of any disbursements or distributions made from the account, including payments to creditors, beneficiaries, legal fees, or any other relevant expenses. 7. Assets and investments: A comprehensive inventory of all assets and investments held within the non-trust account, including real estate, stocks, bonds, or any other property of value. 8. Executor or guardian fees: Information regarding any fees or compensation sought by the executor, administrator, or guardian for their services rendered. 9. Non-trust account statements: Relevant account statements or other supporting documents should be attached as exhibits to provide evidence and further verify the accuracy of the account being settled. 10. Signatures and notarization: The petition must be signed by the petitioner or their legal representative and notarized to ensure its authenticity and legal compliance. The Kings New York Petition for Judicial Settlement of Account — Non-Trust may have variations based on the specific circumstances of the case. These variations usually arise when the account involves unique assets, complex financial transactions, or special legal considerations. However, the core elements mentioned above remain consistent for any type of non-trust account settlement in Kings County, New York.
