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Accounting Summary Form 2 - Short Form (Estates Less Than $80,000) Form. This is a Washington form and can be use in Spokane Local County.
Tags: Accounting Summary Form 2 - Short Form (Estates Less Than $80, 000), 29A2, Washington Local County, Spokane
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: $_________________ $ $ $ $ $ $ $ $ $_________________ #29A2-GUARDIAN’S REPORT, ACCOUNTING, AND PROPOSED BUDGET Page 7 MODIFIED 9/04 American LegalNet, Inc. www.USCourtForms.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 13 above) [For all financial accounts, include the type of account, account number, bank or company name, and branch location. You may use the figures from the last statement received from a bank or company prior to the ending date of the accounting period.] Account # Type With Balance/Market Value $ Account # Type With $ Account # Type With $ Other: $ TOTAL: (This total should equal line 19.) $___________________ Supporting Documents: Cancelled checks, (if not available, copies 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 Court Administrator’s Office with a copy of this report. Do not file the supporting documentation in the court legal file. 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_____. #29A2-GUARDIAN’S REPORT, ACCOUNTING, AND PROPOSED BUDGET Page 8 MODIFIED 9/04 American LegalNet, Inc. www.USCourtForms.com Signature of Guardian Printed Name of Guardian, WSBA/CPG# Address Telephone/Fax Number City, State, Zip Code Email Address #29A2-GUARDIAN’S REPORT, ACCOUNTING, AND PROPOSED BUDGET Page 9 MODIFIED 9/04 American LegalNet, Inc. www.USCourtForms.com