New York

Judicial Settlement of Accounting Proceeding Checklist

New York Surrogate's Court · Probate & Estates

Copy of the court's form from nycourts.gov, taken October 21, 2026. See it on the court's site ↗

Checklist for a Surrogate's Court proceeding for judicial settlement of a fiduciary's account, listing what to complete on petition form JA-1 and its supporting papers. It is a guide and is not filed.

This form must be printed and filled by hand, or opened in Adobe Acrobat.
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