Idaho > Local District Court > 4th Judicial District > Guardianship
Annual Account Of Wards Estate (Ada County) 119A - Idaho
| Annual Account Of Wards Estate (Ada County) Form. This is a Idaho form and can be used in Guardianship 4th Judicial District Local District Court . |
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INSTRUCTIONS FOR FI LING ANNUAL ACCOUNTING 1 Your Annual Account as Conservator is due on the anniversary date of your appointment. Idaho Code Sec. 15-5-419. 2. Your Annual Account should be as complete and accurate as possible. Failure to make a correct and timely report woul d be sufficient ground for your removal. 3. For additional Information, consult your attorney and check the Idaho Code for Conservators of Persons 15-5-401 et seq. 4. Please read over your accounting and make sure that it is fully completed with the case number and your wards name. 5. Please type your report if at all possible otherwise, complete it in black ink. Also include your name, address, and phone number in the upper left hand corner and include your original signature. 6. The fee for filing an Annual Accounting is $9.00. Make check or money orders payable to Clerk of the Court, 200 W. Front, Boise, Idaho 83702. Send copies of your report to any person specified in your order of appointment. Please find the Annual Account ing form on the next page. <<<<<<<<<********>>>>>>>>>>>>> 2 Form 119A Option 1 - Annual Account of Wards Estate (I.C. 15-5-419) IN THE DISTRICT COURT OF THE FOURTH JUDICIAL DISTRICT OF THE STATE OF IDAHO, IN AND FOR THE COUNTY OF ADA MAGISTRATE DIVISION In The Interest Of : ) ) Case No. ) ) Annual Account of Wards Estate ___ A Protected Person. ) I.C. 15-5-419 ___ A Minor. ) ) The undersigned, , as: Guardian of the person of the above-named incapacitated person, Conservator of the estate of the above-named incapacitated person, hereby renders the following financial accounting for the twelve month period beginning , 200 , and ending ,200 : Balance forward as of , 200 : $ . BEGINNING ASSET INVENTORY Real property (attach legal description and describe any encumbrances) Checking accounts (bank and account numbers) Savings accounts (bank and account numbers) Mutual Funds (describe) <<<<<<<<<********>>>>>>>>>>>>> 3 <<<<<<<<<********>>>>>>>>>>>>> 4 Stocks (describe) Certificates of Deposit (location, account numbers) Life Insurance (describe cash value) Cash Miscellaneous assets (describe) Other encumbrances (describe) <<<<<<<<<********>>>>>>>>>>>>> 5TOTAL ASSETS: $ <<<<<<<<<********>>>>>>>>>>>>> 6 INCOME Interest (describe) Investment income (describe) Social Security Retirement/pension Medicare benefits Tax refunds Capital gains/losses Auction proceeds <<<<<<<<<********>>>>>>>>>>>>> 7 Rentals Insurance payments Miscellaneous TOTAL INCOME: $ EXPENSES Medical: Prescriptions Hospital <<<<<<<<<********>>>>>>>>>>>>> 8 Doctors Insurance Premiums Glasses Misc. Medical Taxes: State Federal Property Preparation <<<<<<<<<********>>>>>>>>>>>>> 9 Other: Attorneys Fees Homeowners insurance Bank fees Appraisal fees Bus Pass Hair Cut Travel Expenses Misc. Items, i.e., furniture <<<<<<<<<********>>>>>>>>>>>>> 10Clothing <<<<<<<<<********>>>>>>>>>>>>> 11 Court Expenses Court visitor Living Expenses Moving Expenses Remittance from trust account Room and board Utilities Personal Care svc/msg Household repairs <<<<<<<<<********>>>>>>>>>>>>> 12Yard maintenance <<<<<<<<<********>>>>>>>>>>>>> 13 Miscellaneous: Total Expenses: $ Net Income: $ Ending Balance of Asset Inventory: $ Date last Annual Account file with Court: . I have mailed copies of this report to the following persons: Name Address Relationship to Ward Dated: Typed or printed name, address and telephone number of Conservator or Guardian, and signature of Conservator or Guardian or duly authorized officer if conservator or or guardian an entity.
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