Commissioner-of-Accounts-Logo.png
 

Fiduciary Forms

In order to fill out a form, select the appropriate form from below. All the grey areas in the PDF can be edited by you. To do that, simply use your mouse to select the field you want to enter your information in and begin filling out the forms.

PLEASE SUBMIT ALL FILINGS BY MAIL TO OUR MAILING ADDRESS

Form Name

 

Form Link

 

Instructions

 

Notes / Deadlines

Deposition of Witness to Will Without Self-Proving Clause

 
 
 

N/A

Deposition of Witness to Prove Holographic Will

 
 
 

N/A

Deposition of Witness to Prove Signatures of Deceased Attesting Witnesses and of the Testator

 
 
 

N/A

Proof of Holographic Will / Proof of Soldier's or Sailor's Will

 
 
 

N/A

Waiver of Qualification

 
 
 

N/A

Certificate of Creditor or Person Other Than a Distributee

 
 
 

N/A

Consent of Nonresident Fiduciary for Service of Process

 
 
 

N/A

List of Heirs

 
 
 

N/A

Real Estate Affidavit

 
 
 

N/A

Notice Regarding Estate of

 
 
 

Note 1 (See Below)

Affidavit of Notice Regarding Estate of

 
 
 

Note 2 (See Below)

Waiver of Notice of Probate or Qualification

 
 
 

N/A

Power of Attorney For New Or Additional Bond

 
 
 

N/A

Addendum to Petition for Appointment of Guardian or Conservator-Under Seal

 
 

N/A

Certification of Proposed Guardian

 
 

N/A

Report of Guardian for an Incapacitated Person

 
 
 

Note 5 (See Below)

Probate Information Form

 
 
 

N/A

Probate Tax Return

 
 
 

N/A

Incapacitated Adult Information Form

 
 
 

N/A

Trust Information Form

 
 
 

N/A

Guardian of Minor Information Form

 
 
 

N/A

Inventory for Decedent's Estate

 
 
 

Note 3 (See Below)

Inventory for Incapacitated Adult

 
 
 

Note 3 (See Below)

Inventory for Estate of Minor

 
 
 

Note 3 (See Below)

Inventory for Trust

 
 
 

Note 3 (See Below)

Account for Decedent's Estate

 
 
 

Note 4 (See Below)

Statement In Lieu of Settlement of Account for Decedent's Estate Pursuant to Va. Code § 64.2-1314

 
 
 

N/A

Account for Incapacitated Adult

 
 
 

Note 6 (See Below)

Account for Minor

 
 
 

N/A

Account for Trust

 
 
 

N/A

Notes

To be provided to all heirs within 30 days of qualification

Note 1:

To be filed directly with the Clerk within 4 months of qualification. Make check payable to Colonial Heights Circuit Court Clerk

Note 2:

To be filed directly with the Commissioner of Accounts (COA) within 4 months of qualification. Make check for filing fees payable to Colonial Heights Commissioner of Accounts.

Note 3:

To be filed directly wtih the Commissioner of Accounts (COA) within 16 months of qualification. Make check for filing fees payable to Colonial Heights Commissioner of Accounts.

Note 4:


To be filed directly with Department of Social Services (DSS) within 4 months of qualification and annually thereafter

Note 5:

Note 6:

To be filed directly with the Commissioner of Accounts (COA) w/in 6 months of qualification. Make check for filing fees payable to Colonial Heights Commissioner of Accounts.

Books-Slim.jpg