Mont. Code Ann. » TITLE 72. ESTATES, TRUSTS, AND FIDUCIARY RELATIONSHIPS · CHAPTER 3. UPC -- PROBATE AND ADMINISTRATION · Part 10. Closing Estates
Montana Code Annotated

Mont. Code Ann. § 72-3-1005 (2026)

Final Accounting Required To Close Estate

✓ current as of May 2026
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  1. MCA Contents
  2. TITLE 72
  3. CHAPTER 3
  4. Part 10
  5. 72-3-1005 Final accounting required to close estate

TITLE 72. ESTATES, TRUSTS, AND FIDUCIARY RELATIONSHIPS

CHAPTER 3. UPC -- PROBATE AND ADMINISTRATION

Part 10. Closing Estates

Final Accounting Required To Close Estate

72-3-1005. Final accounting required to close estate. (1) Before an estate may be finally closed and the personal representative relieved of duties and obligations, the personal representative shall either file with the court or deliver to all interested persons an accounting under oath showing the amount of money received and expended by the personal representative, the amount of all claims presented against the estate, and the names of the claimants and all other matters necessary to show the state of its affairs.

(2) Any interested person at any time during the course of the administration of an estate may for good cause shown require further accountings.

(3) If the personal representative is the sole residual beneficiary of the estate, an accounting need not be made.

History: En. 91A-3-1012 by Sec. 5, Ch. 516, L. 1975; R.C.M. 1947, 91A-3-1012; amd. Sec. 10, Ch. 52, L. 1981; amd. Sec. 2384, Ch. 56, L. 2009.

Notes of Decisions
Cited in 3 cases, 1989–2012 · leading case: In Re the Est. of Hannum, 2012 MT 171 (Mont. 2012).
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In Re the Est. of Hannum, 2012 MT 171 (Mont. 2012). · cites it 26× “The court treated the Final Accounting as that required by § 72-3-1005, MCA, and the Inventory as that required by § 72-3-607, MCA.”
In Re the Est. of Melvin, 862 P.2d 1159 (Mont. 1993). · cites it 27× “" On October 1, 2 1992, Reeves filed a pro se motion objecting to the final accounting as being inadequate under § 72-3-1005, MCA, and as not providing the minimum of information required by Montana law.”
In Re the Est. of Barber, 779 P.2d 477 (Mont. 1989). · cites it 6× “Section 72-3-1005, MCA. Unless otherwise ordered by the court, a supervised administration may only be terminated by an order of the court with the time restrictions, notices and contents of orders as for other probates set forth in § 72-3-406, MCA.”
Annotations are extracted automatically from the opinions in the Syfert caselaw corpus and ranked by authority, recency, and treatment. Dots show Syfertize treatment of the citing case itself.