Summary of Receipts and Expenditures Only - Colorado 2026

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The document is a court form used in the Denver Probate Court for interim or final accounting of an estate in Colorado. It outlines the required financial reporting, including summaries of receipts, expenditures, and remaining assets during a specified accounting period. The form must be completed by the personal representative of the estate and includes sections for detailing funds received and payments made, along with a declaration of accuracy under penalty of perjury.

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Click ‘Get Form’ to open the Summary of Receipts and Expenditures Only - Colorado in our platform.
Begin by entering the court address and case number at the top of the form. Ensure all details are accurate for proper identification.
In the 'Balance on hand at the beginning of this accounting period' section, input the starting balance. This is crucial for tracking financial changes.
Next, add total funds received during this period from page 2. List each item in detail, including date, description, and amount.
Subtract total payments made during this accounting period as detailed on page 3. Again, provide a breakdown of each payment.
Finally, calculate and enter the balance on hand at the end of this accounting period. This reflects your current financial status.
Complete the summary of assets remaining at the end of the accounting period by listing asset categories and their values.
Sign and date the form at the bottom to certify its accuracy before submission.

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What is the SRE in accounting?

The Statement of Receipts and Expenditures (SRE) is the basic financial report prescribed by the BLGF to monitor the LGUs financial performance. It captures the fiscal capacity, level of borrowings, and creditworthiness of the LGUs.

What is a statement of expenditure?

An Expenditure Statement is used to reconcile the actual expenditure with the payments made on a grant. The statement must provide details of how the funds awarded on the research grant have been spent and under which headings.

How do I close a small estate in Colorado?

Take your completed JDF 960 Petition for Final Settlement, JDF 942 Interim/Final Accounting (with JDF 717 Certificate of Service attached), JDF 964 Order for Final Settlement, and JDF 730 Decree of Final Discharge to the clerk at the courthouse. Give the forms to the clerk to file the paperwork. There is no filing fee.

What are receipts and expenditures?

Revenue Expenditure: These are expenses that are incurred in the current accounting period and are fully consumed or used up within that period. Capital Receipts: These are receipts that result from the sale or disposal of capital assets or from long-term loans.

What is a statement of receipts and expenditures?

Basic Financial Statement. The Statement of Receipts and Expenditures (SRE) is the basic financial report prescribed by the BLGF to monitor the LGUs financial performance. It captures the fiscal capacity, level of borrowings, and creditworthiness of the LGUs.

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What is the purpose of a statement of receipts and payments?

A Receipt and Payment Account is a financial statement that provides a summary of cash transactions conducted by an organisation over a specific period, typically covering a year. It is commonly used by non-profit organisations, clubs, societies, and similar entities to track their cash inflows and outflows.

Summary of Receipts and Expenditures Only - Colorado 2026

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