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Account Of Guardian For Minor 89B - Vermont
| Account Of Guardian For Minor Form. This is a Vermont form and can be used in Probate Court Statewide . |
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Probate Form No. 89b Account of Guardian for Minor (Page 1 0f 2) STATE OF VERMONT DISTRICT OF ____________, SS IN RE GUARDIANSHIP OF: __________________________________ (Name of Ward) PROBATE COURT DOCKET NO. _____________ ACCOUNT OF GUARDIAN FOR MINOR I, _______________________________________, guardian of the ward named above, do submit and (Name of Guardian) swear to the truth of the following account for the period of _________________ to________________. (Date) (Date) I. ASSETS HELD AT COMMENCEMENT OF ACCOUNTING PERIOD i. Personal property as of last account (or as of inventory if this is first account) .................................. ___________________ ii. Real estate as of last account ( or as of inventory if this is first account) .................................... ___________________ Total assets at start of accounting period ................................... ____________________ II. INCOME RECEIVED A. Gain on personal property sold (list on schedule A) ............ B. Gain on real estate sold (list on schedule B) ........................ C. Rents, interest and dividends (list on schedule C) ............... D. Other income (Social Security, SSI, retirement .................. benefits, government payments - list on schedule D) ............. E. Assets acquired since last account (list on schedule E) ...... ____________________ ____________________ ____________________ ____________________ ____________________ Total income received ......... ____________________ III. EXPENSES 1. Expenses of property maintenance including taxes and insurance (list on schedule 1) .......................................... 2. Loss on sale of personal property (as approved by license - list on schedule 2) ..................................................... 3. Loss on sale of real estate (as approved by license list on schedule 3) .................................................................... 4. Paid probate fees (list on schedule 4) .................................. 5. Expenses paid from ward=s funds that were previously approved by the court (list on schedule 5) .............................. 6. Services of guardian as previously allowed by the court; also, out-of-pocket expenses of the guardian as reimbursed during this accounting period (list on schedule 6) ...................... 7. Other expenses (list on schedule 7) ........................................ Total expenses ........................ _____________________ _____________________ _____________________ _____________________ _____________________ ______________________ ______________________ ______________________ American LegalNet, Inc. www.FormsWorkflow.com Probate Form No. 89b Account of Guardian for Minor (Page 2 of 2) IV. SUMMARY OF ACCOUNT Total Assets at Commencement of Account .............................. Income ........................................................................................ Expenses .................................................................................... Total Assets at end of Account Period ............ Personal Property (list on schedule 8) ............ Real Estate (list on schedule 9) ...................... The foregoing is a just and true account. _____________________________________ (Guardian) Subscribed and sworn to this _____ day of ___________________, ______, before; ______________________________________ Judge/Register/Notary Public ______________________ +_____________________ -_____________________ ______________________ ______________________ ______________________ MOTION TO ALLOW ACCOUNT I, __________________________________, guardian in the above-entitled guardianship move the (Name of Guardian) court to allow this account, I certify that I have mailed a copy of this account to the following named interested persons. Interested Persons: Dated at _________________________ this _________________day of ________________, _______. (Day) (Month) (Year) Signed ______________________________ (Signature of Guardian) ORDER Examined on oath and allowed: Dated __________________________ Signed __________________________________ Probate Judge American LegalNet, Inc. www.FormsWorkflow.com GUARDIAN FOR MINOR INSTRUCTION SHEET General Information. Accounts are required to be filed annually in the Probate Court. The purpose of the account is to advise the ward, the court, and other interested persons of the financial changes and transactions which the guardian has undertaken on behalf of the ward. An accurate and timely accounting protects the guardian as well as the ward. Generally you are required to account for all assets which come under your control as guardian. Where an entry is made on the account you should attach a separate sheet of paper and label it as a schedule to the account (for example: ASchedule D, Interest Income@). If you have an item of expense or income which does not fall into a category on the account form, simply enter it on a separate line and attach a schedule which explains the entry. When in doubt, write it out. While the first account may be somewhat difficult, you will find that later accounts will be easier to assemble. Suggestions Concerning Guardianship Accounting. Your account is due for the period commencing one year after your appointment as guardian. You may request that the period of account be changed to be consistent with any other period which may be helpful to you (such as a tax year or a social security account period). In order to avoid commingling of assets, and to make your assembly of the figures simpler, it is required that you maintain a separate guardianship account in which income is deposited and through which expenses are paid. It is not necessary that you submit receipts or proofs of payment with your account, although it is a good idea to keep them in case your account is questioned. Payments to Yourself. Except for the reimbursement of small and reasonable out-of-pocket expenses (such as stamps and gas expense) you should not pay yourself until your account has been allowed or until your proposed payment has been separately approved. If you claim a fee for your services, an itemized description of the service and the method by which the fee was calculated should be submitted. The fee will be allowed or disallowed as part of the account, and, if allowed, you will be authorized to pay the fee. Notice of Account, Consent and Allowance. When your account is complete you should make a copy for yourself and for each
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