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**Save canceled checks/receipts for all of the items listed below.**
The Personal Representative(s) of the Estate of:
Decedent’s Name
asks allowance for the following amounts:
Administrative Expenses:
Costs incurred in performing one’s duties as personal representative.
Examples:
• Fees paid to Register of Wills (opening costs, inventory filing fee cost, additional letters
charges)
• Appraisal fees and auction fees/commissions paid for personal property
• Three months of allowable home expenses (meaning utilities, phone, insurance, etc.)
• If real estate must be sold either by direction or to pay debts, all costs incurred to maintain
property until sale are deductible. Any settlement monies deducted from sale proceeds may
also be deducted IF gross (not net) proceeds are listed on first page as additional assets.
• Moving/packing/storage expenses for sending personal property to beneficiaries
• Personal representative’s expenses (gas, tolls, airfare, hotel, meals, etc.)
• Professional consulting fees
Subtotal: $
Debts of the Estate:
Costs incurred by decedent but paid after death.
Examples:
• Medical bills (ambulance, co-pays, hospital bills, etc.)
• Prescription bills, credit card balances at date of death, utility bills through date of death
• Estate taxes if applicable
• Claims filed against the estate must show as paid here.
Subtotal: $
Funeral Expenses:
Costs incurred for the interment & burial of the decedent.
Examples:
• Funeral home fees
• Honorariums for religious personnel
• Grave markers/stone and related inscription costs
• Costs of the wake
• Food/catering and room rental
• Flowers
• Burial plot if not already purchased
• Cremation fees, etc.
EXCEPTION: If funeral was paid by directive in insurance contract, then not deductible.
Subtotal: $
**NOTE: For all of the above items, if you need additional space, write “See Attached” and attach
an itemized schedule of payers and amounts. List total amount under each category.
Accounting Page 2 Revised 08/2017
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