The Following Is A Sample Of A Final Accounting

The following is a sample of a Final Accounting

Vera Institute of Justice  Guide to Guardianship 1 SUPREME COURT OF THE STATE OF NEW YORK COUNTY OF KINGS

In the Matter of the Final Inventory and Account of FINAL ACCOUNTING Index No. as Guardian for personal needs and property management of , An Incapacitated Person

, residing at hereby files the following final inventory and account.

On , by Order of this Court, I was appointed guardian for personal needs and property management of . The bond was waived. On the court determined that no longer needs a guardian and that is the reason for this final report and account. Permission to file a final accounting was ordered on . The following is a true and full account of all receipts and disbursements.

SUMMARY

Schedule A Money on hand at start of guardianship$

Schedule B Interest accumulated since then. $

Schedule C Income Received since then $

Sub Total $

Schedule D Money Paid Out For personal needs: $

Subtotal of A-C minus Schedule D $

Schedule E-1 Balance of cash and securities $ remaining

Schedule E-2 Real Estate $ 0 Schedule E-3 All other personal property $

TOTAL 0 $

Vera Institute of Justice  Guide to Guardianship 2 SCHEDULE A: Principal on Hand on Date of Initial Report

SOURCE: Name of bank or financial institution. AMOUNT

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

SCHEDULE C: Received Income and Cash Increases If any property listed in the last accounting has been converted to cash, list here the amount received from the sale and attach an explanation.

SOURCE

If the Guardian has used or employed the services of the Ward, or if money has been earned by or received on behalf of the Ward, state details and amounts here; (See paragraph 9, infra.)

SCHEDULE D: Paid Disbursements

AMOUNT

TOTAL OF SCHEDULE D $

SCHEDULE E-1: Balance on Hand and Other Personal and Real Property

BANK ACCOUNTS, BROKERAGE ACCOUNTS, PERSONAL INVENTORY VALUE MARKET VALUE PROPERTY, SECURITIES

(List names of joint owners, if any, and their relationship to the Incapacitated Person.)

Vera Institute of Justice  Guide to Guardianship 3 SCHEDULE E-2: Real Estate List all real estate owned by the Incapacitated Person, either in whole or in part. 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 Incapacitated Person.

DESCRIPTION INVENTORY MARKET VALUE VALUE

SCHEDULE E-3: All Other Personal Property

DESCRIPTION INVENTORY MARKET VALUE VALUE

SCHEDULE F: Name and Address of Surety

NAME AND ADDRESS BOND NUMBER AMOUNT OF BOND

______SUCCESSOR GUARDIAN

Vera Institute of Justice  Guide to Guardianship 4 STATE OF NEW YORK ) ) SS:

COUNTY OF______) ,being duly sworn, states: I am the Guardian for personal needs and property management of ______The foregoing account and inventory 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 that have come to my hands or have been received by any other persons by my order or authority since my appointment, 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 account and inventory; 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 account and inventory. I do not know of any error or omission in the account and inventory to the prejudice of.

Guardian

On the _____ day of ______2008______before me, the undersigned, personally appeared, personally known to me or proved to me on the basis of satisfactory evidence to be the individual whose name is subscribed to the within instrument, and acknowledged to me that she executed the same in his capacity, and that by her signature on the instrument, the individual or the person upon behalf of whom the individual acted, executed the instrument.

______Notary Public

Vera Institute of Justice  Guide to Guardianship 5