Accounting Summary Form 2 - Short Form (Estates Less Than $80,000) {29A2} | Pdf Fpdf Doc Docx | Washington

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Accounting Summary Form 2 - Short Form (Estates Less Than $80,000) {29A2} | Pdf Fpdf Doc Docx | Washington

Accounting Summary Form 2 - Short Form (Estates Less Than $80,000) {29A2}

This is a Washington form that can be used for Guardianship within Local County, Spokane, Superior Court.

Alternate TextLast updated: 2/4/2012

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ACCOUNTING SUMMARY FORM #2 ­ SHORT FORM (Estates less than $80,000.00 in liquid assets and no real estate) 14. Estate Information For Accounting Period starting __________________ and ending__________________. 15. Total Assets at Market Value as of the beginning of review period $_______________. SET FORTH TOTAL FIGURES FOR ENTIRE ACCOUNTING PERIOD. DO NOT USE MONTHLY FIGURES. Income: Social Security (SSA) $ SSI $ VA/Railroad/CSA Pension $ Retirement Pension $ Wages $ Interest and Dividends $ Other $ 16. Total Income: Disbursements: Room and Board (Rent, Nursing Home, Family Home) Personal Funds Entertainment & Travel Transportation (mileage, bus pass, taxi scrip, etc.) Medical and Dental Guardian Fees (if allowed) Attorney Fees Other: 17. Total Disbursements: $ $ $ $ $ $ $ $ $_________________ $_________________ GUARDIAN'S REPORT, ACCOUNTING, AND PROPOSED BUDGET - PAGE 6 SPO GDN 02.0292 (04/2007) American LegalNet, Inc. www.FormsWorkFlow.com 18. Adjustments (Net gain/loss in value of assets over accounting period) $_________________ 19. Total Assets (as of closing date of accounting period) $_________________ (Line 15, plus Line 16, minus Line 17 plus or minus Line 18 should equal Line 19. If it does not, your account does not balance. The account must balance to be approved by the Court.) 20. Explanation (for any large or unusual expenditures, adjustments, or purchases) _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ 21. Asset List as of accounting period ending date stated on Line 14 above. List all financial accounts and include the type of account, last four digits of account number, financial institution or company name. You may use the figures from the last statement received from a financial institution or company corresponding to the date of the accounting period. Financial Institution Type of Account Acct # (last 4 digits only) Balance/Market Value $ $ $ Other Assets: Description $ $ Value TOTAL: (This total should equal line 19.) $___________________ Supporting Documents: Cancelled checks, (if not available, copies or images of cancelled checks or copies of check registers), monthly bank statements, brokerage statements, and an itemized list of all transactions must be included for each account for the reporting period to support the declarations made in this report. The supporting documents must be submitted to the Guardianship Monitoring Program Office with a copy of this report. Do not file the supporting documentation in the court legal file. GUARDIAN'S REPORT, ACCOUNTING, AND PROPOSED BUDGET - PAGE 7 SPO GDN 02.0292 (04/2007) American LegalNet, Inc. www.FormsWorkFlow.com I certify (or declare) under penalty of perjury under the laws of the State of Washington that to the best of my knowledge the statements in this Guardian's Report, Accounting, and Proposed Budget and attached Accounting Summary are true and correct and hereby petition the Court for approval. SIGNED AT __________, WASHINGTON THIS _____ DAY OF _______________, 20_____. Signature of Guardian Printed Name of Guardian, WSBA/CPG# Address City, State, Zip Code *Telephone/Fax Number Email Address *Under GR 22 (b) (6), parties' personal telephone number(s) are confidential information. If you do not want your personal phone number(s) on this public form, complete form #S2-Sealed Confidential Information and file in the confidential file. GUARDIAN'S REPORT, ACCOUNTING, AND PROPOSED BUDGET - PAGE 8 SPO GDN 02.0292 (04/2007) American LegalNet, Inc. www.FormsWorkFlow.com

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