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Summary Of Fiduciary Form. This is a California form and can be use in Yolo Local County.
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Tags: Summary Of Fiduciary, California Local County, Yolo
SUPERIOR COURT FO THE STATE OF CALIFORNIA
COUNTY OF YOLO
Department No.__________
Proceeding
No.__________________
In the Matter of the Estate
of______________________________________________________
*SUMMARY OF
FIDUCIARY’S_________________________________________________
Period:_______________ 20 ______ to ______________ 20 ______ No. 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:
$_____________________________
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Fees request by attorney:
$_____________________________
Basis of fee computation:
______________________________________________________________________________
______________________________________________________________________________
Additional Information:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
Date:___________________________
__________________________________________
FIDUCIARY
*To be attached to all accounts of
Guardians, trustees and conservators
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