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Annual Report (Of Guardian) Form. This is a New York form and can be use in New York Local County.
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Tags: Annual Report (Of Guardian), New York Local County, New York
SUPREME COURT OF THE STATE OF NEW YORK
COUNTY OF NEW YORK
I.A. Part
-------------------------------------------------------x
IN THE MATTER OF THE APPLICATION
OF
Index No.:
,
Petitioner,
FOR THE APPOINTMENT
GUARDIAN FOR
OF
A
ANNUAL REPORT
,
an Alleged Incapacitated Person.
FOR 20
------------------------------------------------------x
, residing at
, as Guardian for
, who was heretofore determined by this court to be an incapacitated person (“IP”), do
hereby make, render and file the following Annual Report.
I,
On the
day of
, 20
, I was duly appointed Guardian of the
above-named person by Order of the Supreme Court of New York County and have continued
to act as such fiduciary since that date, giving a bond in the original sum of $
,[now
in the sum of $
, pursuant to subsequent orders,] which is still in force and effect with
, as Surety. There has been no change in the Surety thereon, and the Surety is
in as good financial standing as when the bond was given. [There has been no change in the
Surety thereon, other than as explained in Schedule F.]
20
The following is a true and full account of all receipts and disbursements for the year
.
SUMMARY
Schedule A - Principal on hand as of Date of
Appointment or Last Annual Report
$
Schedule B - Changes to Principal
$
Schedule C - Income Received
$
Sub-Total
Schedule D - Paid Disbursements
$
$
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Schedule E-1 - Balance of Cash and Securities
to be Charged to Next Year's Account
$
Schedule E-2 - Real Estate
$
Schedule E-3 - All Other Personal Property
$
Total Estate
$
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SCHEDULE A - PRINCIPAL ON HAND AS OF DATE OF
APPOINTMENT OR LAST ANNUAL REPORT
SOURCE: Name and address
of bank or financial institution
TOTAL OF SCHEDULE A
AMOUNT (i.e., number of shares)
$
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SCHEDULE B - INCREASES OR DECREASES TO PRINCIPAL
(List additional property received, gain or loss on sale or liquidation of stocks or bonds, any net
receipts from sale of realty (attach copy of closing statement), etc.)
SOURCE
AMOUNT
TOTAL OF SCHEDULE B
$
4
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SCHEDULE C - RECEIVED INCOME AND CASH INCREASES
(If any property listed in the last Report has been converted to cash, list here the amount
received from the sale and attach an explanation. If the Guardian has used or employed the
services of the IP, or if moneys have been earned by or received on behalf of the IP, state details
and amounts here (See Par. 9, below)):
SOURCE
AMOUNT
TOTAL OF SCHEDULE C
$
5
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SCHEDULE D - PAID DISBURSEMENTS
PAID TO
AMOUNT
TOTAL OF SCHEDULE D
$
6
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SCHEDULE E-1 - BALANCE ON HAND AND OTHER
PERSONAL AND REAL PROPERTY
BANK ACCOUNTS,
BROKERAGE ACCOUNTS,
PERSONAL PROPERTY,
SECURITIES
(List names of joint
owners, if any, and their
relationship to the IP)
TOTAL OF SCHEDULE E-1
INVENTORY
VALUE
MARKET
VALUE
(List values as of end of accounting period; for
securities, list both inventory and market values)
$
$
7
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SCHEDULE E-2 - REAL ESTATE
List all real estate owned in whole or in part by the IP. State location, assessed value, current
market value, amount of mortgage (if any), and the weekly or monthly rental. If property is
owned jointly, give names of joint owners and their relationship to the IP.
LOCATION
ASSESSED
VALUE
MARKET
VALUE
MORTGAGE
RENTAL
INCOME
JOINT
OWNERS
TOTAL OF SCHEDULE E-2
Assessed Value: $
Market Value : $
Mortgages:
Rental Income: $
$
8
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SCHEDULE E-3 - ALL OTHER PERSONAL PROPERTY
DESCRIPTION
INVENTORY/MARKET VALUE
TOTAL OF SCHEDULE E-3
$
9
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SCHEDULE F - NAME AND ADDRESS OF SURETY
Attach a copy of the latest bond. Also, state and explain any changes in the bond, of the Surety
thereon, or in the financial standing of the Surety.)
NAME AND ADDRESS
OF SURETY
AMOUNT
OF BOND
BOND NUMBER
10
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AS TO THE INCAPACITATED PERSON:
1. State the age, date of birth and marital status of the Incapacitated Person.
2. If any are living, list the name and present address of the spouse, children and siblings of the
Incapacitated Person.
3. State the present residence address and telephone number of the Guardian.
4. State the present residence address and telephone number of the Incapacitated Person. If the IP
does not currently reside at her/his personal home, set forth the name, address and telephone
number of the facility or place at which he/she resides, and the name of the chief executive
officer of the facility or the person otherwise responsible for the care of the IP.
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5. State whether there have been any changes in the physical or mental condition of the
Incapacitated Person, and any substantial change in medication.
6. State the date and place the Incapacitated Person was last seen by a physician and the purpose
of that visit.
12
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7. Attach a statement by a physician, psychologist, nurse clinician or social worker, or other
qualified person who has evaluated or examined the Incapacitated Person within the three
months prior to the filing of this report, setting forth an evaluation of the Incapacitated Person's
condition and the current functional level of the Incapacitated Person.
8. If the Guardian has been charged with providing for the personal needs of the Incapacitated
Person:
(a) Attach a statement indicating whether the current residential setting is suitable to the current
needs of the Incapacitated Person.
(b) Attach a resume of any professional medical treatment given to the Incapacitated Person
during the preceding year.
(c) Attach the plan for medical, dental and mental health treatment and related services for the
coming year.
(d) Attach a resume of any other information concerning the social condition of the Incapacitated
Person, including the social and personal services currently utilized by the Incapacitated Person
and the social skills and needs of the Incapacitated Person.
9. State whether the Guardian has used or employed the services of the Incapacitated Person, or
whether moneys have been earned by or received on behalf of such Incapacitated Person.
Provide details in Schedule C.
10. Attach a resume of any other pertinent facts about the care and maintenance of the
Incapacitated Person, including the frequency of your visits; whether the Incapacitated Person
has made a Will or executed a Power of Attorney; and any other information necessary for the
proper administration of this matter.
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STATE OF NEW YORK
)
COUNTY OF
)
) ss.:
, being duly sworn, says:
I am the Guardian for the above-named Incapacitated Person. The foregoing Annual Report
contains, to the best of my knowledge and belief, a full and true statement of all my receipts and
disbursements on account of said Incapacitated Person; and of all money and other personal
property of said person which have come into my hands or have been received by any other
persons by my order or authority since my appointment or since filing my last Annual Report
and of the value of all such property, together with a full and true statement and account of the
manner in which I have disposed of the same and of all property remaining in my hands at the
time of filing this Report; also a full and true description of the amount and nature of each
investment made by me since my appointment or since the filing of my last Report. I do not
know of any error or omission in the Report to the prejudice of said person.
Guardian
Sworn to before me this
day of
, 20
Notary Public
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