Form 2.79	Executor’s, administrator’s or trustee’s affidavit and account
Court Procedures Rules 2006
(see r 2747 (Estate and trust accounts—compliance with order for examination and passing of accounts) and r 2748 (Estate and trust accounts—application for commission))
*Probate jurisdiction
No *[P/SC]		of (year)]
*In the estate of (name of deceased person), late of (last address, occupation), deceased
*In the matter of (identify the trust property)
On (date), I (full name of person making affidavit) of (home or business address or place of employment), *[say on oath/solemnly affirm]—
*1.	I am the *[executor/administrator] of the estate of (name of deceased person) and *[probate/letters of administration] *[was/were] granted to me on (date of grant).
OR
*1.	I am the trustee of (identify the trust).
2.	The account annexed to this affidavit and marked ‘A’ is a full and correct account of the administration of the *[estate/trust property].
*[Sworn/Affirmed] by (full name): 
(signature of person making affidavit)
at (place) in the presence of: 
(signature of person before whom affidavit is made) 
(full name of person before whom affidavit is made) of (address)
*[Justice of the Peace/Barrister/Solicitor/(other)]
Note	If the affidavit is longer than a page, the person making the affidavit and the person taking the affidavit must sign or initial each page of the affidavit (see r 6715 (1) (Affidavit—taking of)).

*omit if, or whichever is, inapplicable

A
This and the following (number) pages is the annexure marked ‘A’ mentioned in the affidavit of (name of person making affidavit) *[sworn/affirmed] at (place) on (date) before me:
(signature of person before whom affidavit was made)
*[Justice of the Peace/Barrister/Solicitor/(other)]

Accounts
In the *[Estate of (name)/Matter of (identify trust property]
No. *[P/SC]		of (year)
Receipts

Item^	Date received	Received from	On what account received	Amount
capital	Amount
income	
1						
2						
3						
4						
5						
6						
7						
8						
9						
10						
^in order of date of receipt

Assets realised

Item no from table of receipts	Asset	Amount
capital	Amount
income	

				
				
Assets transferred

Transfer date	Description of asset	Person to whom assets transferred	*Transferred in original state^
[Yes/No]	

				
				
^If transferred in original state, acknowledgement of receipt by the beneficiary should be produced.
Assets unrealised (including investments^)

Description of asset	Evidence of existence of asset	

		
		
^A full list of investments must be included. If a business is being carried on, a full profit and loss account must be included or a statement referred to and attached.

Disbursements

Item no.^	Date of payment	Person to whom payment made	For what purpose paid	Amount
capital	Amount
income	
1						
2						
3						
4						
5						
6						
7						
8						
9						
10						
^in order of date of payment

Distributions^

Item no.#	Date of distribution	Person to whom made	For what purpose paid	Amount
capital	Amount
income	
1						
2						
3						
4						
^Receipts of the beneficiaries for the distributions should be produced.
#In order of date of distribution

SUMMARY
Total receipts	$	
Less total disbursements	$	
Less distributions	$	
		
Balance	$	
Statement of income and expenditure

Date^	Particulars	Debit	Credit	

				

				

	Totals	$	$	
^ In date order

*omit if, or whichever is, inapplicable