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Bucks County Estate Accounting

A Bucks County estate accounting is a statement of all estate assets, income, losses, gains, expenses, transactions and the proposed distribution to the beneficiaries. A Bucks County estate accounting must be prepared according to Pennsylvania Orphans’ Court Rules. The Bucks County Orphans’ Court is very strict on the form of a Bucks County estate accounting.

Any residual beneficiary of a Bucks County estate can force the executor to prepare an estate accounting through the Bucks County Orphans’ Court. If there is a charitable beneficiary of a Bucks County estate, the executor may be required to prepare a full estate accounting and present the estate accounting to the Pennsylvania Attorney General’s Office for review.

A Bucks County estate accounting is a complex financial document that should be prepared by an experienced Bucks County estate lawyer.

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