Petition for Judicial Settlement of Account (Administration)
Asks the court to formally approve the administrator's accounting — showing how estate funds were collected, spent, and distributed.
Choose your path
The court will scrutinize every line of your accounting.
Judicial settlement requires a detailed accounting of all money that came in, went out, and where it ended up. Missing receipts or unexplained transactions can lead to the court requiring a hearing.
Keystone Pinnacle Pro offers document preparation for selected forms. Check availability, scope and pricing on Pro. Preparation does not include legal or tax advice or court representation.
When do you need this form?
You're finishing an administration and need court approval of your accounting.
This site provides general information, not legal advice. For legal counsel, consult a licensed attorney. Official forms are maintained by New York State and may change.
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Other accounting forms
Petition for Judicial Settlement of Account (Trust)
Asks the court to formally approve the trustee's accounting of a trust.
PETCOMPPetition for Compulsory Accounting
Forces a fiduciary (executor, administrator, or trustee) to file an accounting with the court when they haven't done so voluntarily.
IoAInventory of Assets
A detailed list of everything the deceased owned at the time of death — bank accounts, property, investments, personal belongings, and their values.
FIREFirearms Inventory (SCPA §2509)
A required inventory of any firearms owned by the deceased. Must be filed within 15 days of appointment as executor or administrator.
Need More Than Form ACCT-ADM?
ACCT-ADM is one step in a longer court process. If the estate also includes a house or other real property in Brooklyn, Keystone Pinnacle helps coordinate the filings, tax clearances, and the sale.
Schedule a 15-minute call. We'll walk you through the process, the timeline, and what documents you need.
Not legal advice. Estate property advisory and document preparation.