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Guardianship Accounting Packet - Delaware
| Guardianship Accounting Packet Form. This is a Delaware form and can be used in Chancery Court Statewide . |
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IN THE COURT OF CHANCERY OF THE STATE OF DELAWARE Register in Chancery Kent County 38 The Green Dover, DE 19901 302-736-2242 Register in Chancery New Castle County 500 N. King Street, St. 1551 Wilmington, DE 19801 302-255-0544 Register in Chancery Sussex County 34 The Circle Georgetown, DE 19947 302-856-5775 In the Matter of: , a disabled person ) ) ) ) Court of Chancery C.M. # GUARDIAN'S ACCOUNT Accounting Number: [First, Second, Third, or Final Please circle or fill-in the appropriate number Accounting Period: Beginning Date Date Guardian was appointed: Guardian's Information Guardian's name: Guardian's complete address: to Ending Date Guardian's phone number: If applicable: Co-Guardian's name: Co-Guardian's complete address: Co-Guardian's phone number: Disabled Person's Information Per Chancery Rule 180(b), the attached status report must also be filed (with the Doctor's signature). In the matter of: , a disabled person or T/U/W American LegalNet, Inc. www.FormsWorkFlow.com IN THE COURT OF CHANCERY FOR THE STATE OF DELAWARE , Disabled Person C.M.# ANNUAL UPDATE & MEDICAL STATEMENT (GUARDIAN must complete the section below.) I, Guardian's name , was appointed Guardian of on Disabled person's name Date of Final Order for Appointment of Guardianship . 1. My current mailing address is the following: 2. My current telephone number is: 3. Name of Disabled Person: 4. Disabled Person's Residence: Date of Birth: Type of facility: Disabled Person's Home Group Home Nursing Home Other (specify) Guardian's Home Foster Home State Facility Agency providing care (i.e. Easter Seals, Chimes, DDDS, etc): Other agencies involved with the disabled person: In the matter of: , a disabled person or T/U/W American LegalNet, Inc. www.FormsWorkFlow.com If there has been a change in residence since last review, give a reason for the change: 5. Describe the management of the disable person's financial affairs: If the guardian(s) do(es) not manage the disabled person's financial affairs, who does? 6. Have burial arrangements been established for the disabled person? Yes No If so, through what provisions: In the matter of: , a disabled person or T/U/W American LegalNet, Inc. www.FormsWorkFlow.com 7. Describe relationship with family (or interested parties): 8. Any additional information the Guardian desires to share with the Court: 9. Explain why this guardianship should be continued: Date Guardian's signature Date Co-Guardian's signature In the matter of: , a disabled person or T/U/W American LegalNet, Inc. www.FormsWorkFlow.com (PHYSICIAN must complete the section below) The attending physician, _______________________________________, last examined Physician's name ________________________________ on the following date ___________________. Disabled person's name Describe physical health of the disabled person/diagnosis: Significant changes since last review: Hospitalizations/Surgical procedures since last review: Consequently, there is a continued need for guardianship of the disabled person: Yes No If No, why not? ___________________ Date In the matter of: Physician's signature , a disabled person or T/U/W American LegalNet, Inc. www.FormsWorkFlow.com Additional Information Regarding Accountings (Please see the Court of Chancery Rules for further information) The Guardian(s) is/are required to file an accounting every year on the anniversary date of their appointment as Guardian (per Chancery Rule 114). If additional space is required on schedules, please insert sheets of the same size. All items must be listed as separate entries (i.e. Social Security must be listed each month it was received, not as one lump payment). Spreadsheets can be filed as an attachment to any schedule. Please make sure to supply the name, relationship and current address of all next-of-kin (interested parties). If they are minors, then the name and address of his or her guardian should be provided. Please keep in mind that anyone listed in the petition as a next-of-kin is to be included on all accountings filed (per Chancery Rule 118). The Guardian(s) signature(s) is/are to be notarized on either the C-16-A or C-16-B form (the last two pages of this sample). The Guardian(s) is/are also required to provide cancelled checks, bank statements, receipts and any other pertinent information to show how the disabled person's money was used (per Chancery Rule 120). Once your accounting has been audited by the Register in Chancery Clerk, a bill will be mailed to the guardian(s); the fees are based on Chancery Rule 3(bb). In addition, the guardian(s) will be charged a $10.00 fee for the clerk to electronically file the accounting. Supporting documents (i.e. bank statements, receipts, etc.) are not kept by the Register in Chancery after the accounting has been reviewed by the Judge (called a Master in Chancery Court), so please select one of the following options: As the guardian(s), I wish for all supporting documentation to beShredded by the Register in Chancery Clerk Returned to the guardian (If you choose this box, you will be called and given thirty days to pick up the documents or they will be shredded. You may also choose to give the clerk a pre-paid envelope for the items to be returned to you.) Any and all questions regarding the guardianship accounting process should be directed at Kim Ross, Accounting Clerk at either Kimberly.Ross@state.de.us or (302) 255-0537. I have read the accounting instructions. ________________________________ Guardian ________________________________ Co-Guardian _________________ Date _________________ Date In the matter of: , a disabled person or T/U/W American LegalNet, Inc. www.FormsWorkFlow.com SUMMARY SCHEDULE A B C TITLE PRINCIPAL ON HAND ADDITIONS TO PRINCIPAL INCOME RECEIVED TOTAL: VALUE $ $ $ $ $ $ $ $ D E DEDUCTIONS FROM PRINCIPAL INCOME PAID OUT TOTAL: F PRINCIPAL REMAINING ON HAND ***PLEASE NOTE THAT A COPY OF ALL BANK STATEMENTS, RECEIPTS AND INVOICES PAID DURING THE ACCOUNTING PERIOD MUST BE FILED WITH THE ACCOUNTING. In the matter of: , a disabled person or T/U/W American LegalNet, Inc. www.FormsWorkFlow.com SCHEDULE A AMOUNT OF PRINCIPAL ON HAND ON________________(Date). This amount should be the same amount of the original principal reported in the inventory if this is a First Accounting or the ending principal of the last accounting . (This schedule includes all bank accounts, real estate owned by ward, household furnishings, automobiles, all miscellaneous furnishings, etc.,)
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