Guardianship - General Accounting {A}

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 Code: (Your name) __________________________ (Address) __________________________ __________________________ (Telephone) __________________________ In Proper Person IN THE _______ JUDICIAL DISTRICT COURT OF THE STATE OF NEVADA IN AND FOR THE COUNTY OF ______________________ In the Matter of the Guardianship of the Estate Person and Estate of: _______________________________, A(n) Minor Adult ) ) ) ) ) ) ) ) ) ) ACCOUNTING [First, Second, Third, _______] or Final1 Circle of fill-in appropriate number _________________________ through _______________________ BEGINNING DATE ENDING DATE DO NOT FILL IN GRAY AREAS RECAPITULATION (RECAP) Beginning balance (balance brought forward from inventory or previous accounting) + Total from Schedule A - Total from Schedule B Ending Balance for this accounting period $ $ $ Subtotal Total $ CASE NO. ______________ DEPT. NO. ______________ 1 Final is circled if the guardianship has been terminated or this is the last accounting of this guardian. 1 of 8 ©2006 Nevada Supreme Court Revised December 14, 2006 American LegalNet, Inc. www.FormsWorkflow.com For all guardianship packets Accounting 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 2 3 Schedule A Income/ Receipts/Increases in Value Total Income (from Worksheet 1): Receipts or Refunds Received (from Worksheet 2): Increases in Value of Assets (from Worksheet 3): Gains of Sales of Assets (from Worksheet 4): Total Increase to Estate: Subtotal $ $ $ $ Total $ Worksheet 1, Income/Interest2 Description Amount $ $ $ $ $ TOTAL $ Worksheet 2, Receipts/Refunds Received3 Description Amount $ $ $ $ TOTAL $ Income/Interest may come from, but is not limited to: social security; wages from employment; and interest income. Receipts/Refunds may include, but are not limited to: retirement payments, annuity payments, rental receipts, loan payment receipts, collected receivables, refunds on utility deposits, refunds on home/apartment rental deposits. 2 of 8 ©2006 Nevada Supreme Court Revised December 14, 2006 American LegalNet, Inc. www.FormsWorkflow.com For all guardianship packets Accounting 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 For all guardianship packets Accounting 4 Worksheet 3, Increases in Value of Assets4 Description Amount $ $ $ $ TOTAL $ Worksheet 4, Gains on Sales of Assets5 Description a) Sales Price b) Recorded Value c) Amount of Gain [a ­ b = c] $ $ $ $ TOTAL $ Increases in values of assets may include, but are not limited to: real property, antiques, collectibles; gains in value of investment accounts, stocks, or other securities. 5 If an asset was sold for more than its recorded value in the inventory or the last accounting, the amount received above that value is a gain on the sale of an asset. 3 of 8 ©2006 Nevada Supreme Court Revised December 14, 2006 American LegalNet, Inc. www.FormsWorkflow.com 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 Schedule B Expenses/Disbursements/Decreases in Value Disbursements (from Worksheet 5): Decreases in Value of Assets (from Worksheet 6): Losses on Sales of Assets (from Worksheet 7): Total Decreases to Estate: Subtotal $ $ $ Total $ Worksheet 5, Expenses/Disbursements Description Room & board Medical Clothing Daycare / care assistance Personal hygiene products and services Spending money Transportation expenses Miscellaneous (list): Amount $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ TOTAL $ $ For all guardianship packets Accounting 4 of 8 ©2006 Nevada Supreme Court Revised December 14, 2006 American LegalNet, Inc. www.FormsWorkflow.com 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 6 Worksheet 6, Decreases in Value of Assets6 Description Amount $ $ $ $ $ $ TOTAL $ Worksheet 7, Losses on Sale of Assets7 Description a) Recorded Value b) Sales Price c) Amount of Loss [a-b=c] $ $ $ $ $ $ TOTAL $ Decreases in value of assets may include, but is not limited to: real property, antiques, collectibles, investment accounts, stocks, securities, motor vehicles. 7 If an asset is sold for less than its recorded value in the inventory or last annual accounting, the amount which is less than the recorded value is the loss on the sale of the asset. For all guardianship packets Accounting 5 of 8 ©2006 Nevada Supreme Court Revised December 14, 2006 American LegalNet, Inc. www.FormsWorkflow.com 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 Assets of the Estate at the Ending Date of the Accounting Value of Ward's Interest A. REAL PROPERTY Description 1.__________________________________________________________________ 2.__________________________________________________________________ 3.__________________________________________________________________ B. PERSONAL PROPERTY Cash, Checking and Savings Accounts, other Accounts (List) 4.__________________________________________________________________ 5.__________________________________________________________________ 6.__________________________________________________________________ Other Interest, Etc. (Describe) 7.__________________________________________________________________ 8.__________________________________________________________________ Notes, Bonds, Securities, Debts, Etc., (List Name & Address of Debtor) 9._________________________________________________________________ 10._________________________________________________________________ 11._________________________________________________________________ 12._________________________________________________________________ Vehicles (List) 13._________________________________________________________________ 14._________________________________________________________________ 15._________________________________________________________________ Miscellaneous Personal Property (Describe) 16._________________________________________________________________ 17._________________________________________________________________ 18._________________________________________________________________ 19._________________________________________________________________ Other (Describe) 20._________________________________________________________________ 21._________________________________________________________________ 22._________________________________________________________________ 23._________________________________________________________________ $______