Final Account Instructions | PBT‑600 and PBT‑600M
The Final Acount form PBT‑600, was designed for use in estates with one personal representative, PBT‑600M accommodates estates with multiple personal representatives. Please note that the Final Account and Continuation Schedule forms were designed to be used with Adobe Reader. The calculation functions may not work if other PDF software applications are used.
practicelaw's Final Account form originally was created in both Microsoft Word and Microsoft Excel formats. Although the Microsoft Word format provided editing flexibility, formatting issues and a limited calculating function made the form less than fully functional. While an Excel spreadsheet format allowed for easy numeric manipulation, Excel's formatting options were significantly limited. After experimenting with these formats, we determined that these limitations necessitated a third approach—a fillable PDF document with calculating fields, which is now posted here on practicelaw.
The Final Account has been a complex form to create, and we have worked hard to accommodate numerous interests and requests. In our process of creating, editing, and working with the form, user comments have helped shape the final product. Let us know how this form works for you. If there are issues or comments you have, please share them with one of practicelaw's attorney editors.
Having trouble viewing the form on your screen?