Electronic Forms: Instructions and Table

• Library: Manual for Commissioners of Accounts (Virginia CLE) (2019 Ed.)

ELECTRONIC FORMS: INSTRUCTIONS AND TABLE

In addition to the official Supreme Court forms located in the appendix to this manual, examples of many forms useful to commissioners and attorneys are set out in the text. Electronic versions (in Word format) of these additional forms are listed below. The practitioner must always exercise independent professional judgment when making use of any of the information or forms contained in this book.

The print edition of this book includes a CD-Rom containing electronic forms. The same forms are embedded in the electronic version of this book and can be accessed directly from this table of forms page, as described below. Unlike the forms on the CD-Rom, the electronic forms in this book are licensed for use on a single personal computer only. The forms are in Microsoft® Word. In the electronic version of this book, click the left mouse button twice on the links below to open the forms. You can also click the right mouse button once on the links to save the embedded files to your hard disk or a network server. (You need version 6 or later of Adobe® Reader to access embedded files.)

Electronic forms, whether included in the print edition or the electronic (PDF) edition, differ from the sample forms found in the appendix of the printed book, which have been printed single-spaced and truncated to conserve space. Electronic forms include the captions at the top of the forms and the certificates of mailing at the bottom and they are double-spaced, and so comply with Rule 1:16 of the Virginia Supreme Court, which requires that documents filed in court be double-spaced. They may be copied for use within the law firm of the person who purchased the associated book. Forms may be modified as necessary to suit clients' needs.

Note: In the FILE NAME column, the page number refers to the page on which the form is set out in the text of this manual.

FILE NAME	Link to Form	FORM NAME
Bond Change (p. 45).docx		Bond Change
Tax Certificate (p. 82).docx		Tax Certificate
First Account (p. 84).docx		First Account
Letter re Bond (p. 85).docx		Letter re Bond
Affidavit for Payment of Debts (p. 87).docx		Affidavit for Payment of Debts
No Tax Affidavit (p. 118).docx		No Tax Affidavit
Tax Certificate to Accompany Fiduciary Accounts (p. 120).docx		Tax Certificate to Accompany Fiduciary Accounts
Affidavit of Trust (p. 123).docx		Affidavit of Trust
Certificate of Trust (p. 125).docx		Certificate of Trust
Receipt and Direction to Executor (p. 127).docx		Receipt and Direction to Executor
Affidavit for Payment of Taxes and Debts by Trust (p. 129).docx		Affidavit for Payment of Taxes and Debts by Trust
Report of Proof of Debts & Demands (p. 143).docx		Report of Proof of Debts & Demands
Certificate as to Securities (p. 152).docx		Certificate as to Securities
Sample Commissioner's Report to the Court (p. 183).docx		Sample Commissioner's Report to the Court
Sample Conservator's Report to Commissioner (p. 185).docx		Sample Conservator's Report to Commissioner
Inventory for Special Needs Trust (p. 187).docx		Inventory for Special Needs Trust
Account for Special Needs Trust (p. 193).docx		Account for Special Needs Trust
Report of Guardianship Distributions on Behalf of Infant (p. 211).docx		Report of Guardianship Distributions on Behalf of Infant
Account of Foreclosure Sale (p. 215).docx		Account of Foreclosure Sale
Report & Approval of Trustee's Account of Sale (p. 234).docx		Report & Approval of Trustee's Account of Sale
Report & Approval of Trustee's Account of Sale (alternate form) (p. 235).docx		Report & Approval of Trustee's Account of Sale (alternate form)
Certification of Report & Approval of Account (p. 236).docx		Certification of Report & Approval of Account
Notice of Delinquency (p. 257).docx		Notice of Delinquency
Notice of Delinquency (alternate form) (p. 258).docx		Notice of Delinquency (alternate form)
Commissioner's Quarterly Report of Delinquent Fiduciaries (p. 259).docx		Commissioner's Quarterly Report of Delinquent Fiduciaries
Commissioner's Summons— Affidavit of Notice (p. 261).docx		Commissioner's Summons— Affidavit of Notice
Commissioner's Summons— Inventory (p. 263).docx		Commissioner's Summons— Inventory
Commissioner's Summons— Settlement of Accounts (p. 265).docx		Commissioner's Summons— Settlement of Accounts
Commissioner's Summons— Foreclosure Trustee's Report (p. 267).docx

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