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Summary Of Fiduciarys Account Form. This is a California form and can be use in Marin Local County.
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Tags: Summary Of Fiduciarys Account, PR005WB, California Local County, Marin
ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, address and telephone #):
FOR COURT USE ONLY
STATE BAR NO:
ATTORNEY FOR (Name):
SUPERIOR COURT OF CALIFORNIA, COUNTY OF MARIN
3501 Civic Center Drive
P.O. Box 4988
San Rafael, CA 94913-4988
IN THE MATTER OF THE ESTATE OF:
CASE NUMBER:
SUMMARY OF FIDUCIARY’S ACCOUNT
*SUMMARY OF FIDUCIARY’S ___________________________________________________ ACCOUNT
Period: ____________________________ to ________________________ number of months__________
Value of Assets:
1.
Inventory or Carrying Value:
$ ___________________________
2.
Market Value at Time of Last Account (Estimated):
$ ___________________________
3.
Present Market Value (Estimated):
$ ___________________________
4.
Amount of Bond:
$ ___________________________
Income During Last Accounting Period
$ ___________________________
Income During Present Accounting Period:
$ ___________________________
Fees Requested by Fiduciary:
$ ___________________________
Fees Requested by Attorney:
$ ___________________________
Basis of Fee Computation:
Additional Information:
______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________
Date: _________________________________
________________________________________
FIDUCIARY
*To be attached to all accounts of Guardians, Trustees and Conservators
PR005WB
SUMMARY OF FIDUCIARY’S ACCOUNT
Rev. 7/07
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