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Petition to compel accounting form california

Petition to compel accounting form 2025

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The document is a petition filed in the Surrogate's Court by a representative of the County Department of Social Services, seeking to compel the executors of a deceased individual's estate to provide information regarding the estate's assets and affairs. The petitioner claims that this information is necessary to determine their right to recover Medicaid benefits paid on behalf of the decedent. The petition outlines the background of the case, including details about the decedent, the executors, and previous attempts to obtain the requested information.

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Click ‘Get Form’ to open the petition to compel accounting form in the editor.
Begin by filling in your name and title in the designated fields at the top of the form. This identifies you as the petitioner.
Next, provide details about the decedent, including their name, date of death, and county of residence. This information is crucial for establishing jurisdiction.
In the section regarding executors, list their names and addresses accurately. Ensure that this information matches what is on record to avoid any discrepancies.
Detail your request for information concerning the estate's assets. Clearly state why this information is necessary for your interests, referencing relevant laws where applicable.
Finally, review all entries for accuracy before signing. Use our platform’s tools to add your signature electronically and ensure a smooth submission process.

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What does it mean to demand an accounting?

(2) Request for an accounting means a record authenticated by a debtor requesting that the recipient provide an accounting of the unpaid obligations secured by collateral and reasonably identifying the transaction or relationship that is the subject of the request.

What is a petition to compel accounting?

Typically, a petition to compel accounting is used to initiate a request for a trustee to provide an accounting. This approach is more formal and is often required when there is no existing case or when the matter isnt already part of ongoing litigation.

What does it mean to compel an accounting?

As a beneficiary, you typically have the right to compel an accounting from the trustee. The two primary reasons to compel an account are: 1) to check the status of trust assets; and 2) to determine if the trustee is acting within his or her discretion or has breached a duty.

How do you compel an accounting from a reluctant trustee?

If you can provide evidence in your court petition that the trustee is refusing to give accounting, and thus, has committed a breach of trust, the court is likely to grant your petition to compel the trustee to produce an accounting. In the petition, you can also seek reimbursement of your attorney fees and costs.

What is compel accounting?

Compelling Accountings for a Trustee: A Trust beneficiary has the right to retain an Accounting Lawyer. As a result, the beneficiary then has an advocate who will petition the court to force the Trustee to file a Formal Accounting. The Trustee must comply.