Form G-7B - Annual account of guardian (bonded)

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Current through Register Vol. 46, No. 16, April 17, 2024

SURROGATE'S COURT OF THE STATE OF NEW YORK

COUNTY OF ________

________X

Annual Account of ________ File No. ________

Guardian of ________ Annual Account of Bonded Guardian for the Period Ending

________

an Infant.

________ X

TO THE SURROGATE'S COURT, COUNTY OF ________

_________

(I) [FN3] ( ____________ and I jointly and severally) undertake that defendant will appear in

(Street Address)

(City/Town/Village) (County) (State) (Zip) (Telephone Number)

Mailing address is:

____________________

(I) [FN3] ( ____________ and I jointly and severally) undertake that defendant will appear in

appointed Guardian of the property of the above named infant by this Court on ________, respectfully submit the following account and declare the same to be a full and true statement of my account of the property of said infant covering the period:

From: ________ To: ________

and state that I heretofore accounted for all the property of the above infant, to the dates covered by this account.

Name of Infant: ____________

Present Address: ____________

INSTRUCTIONS TO GUARDIAN

File original account with the Surrogate's Court and retain a copy for your records to assist you in preparing your next account.

Do not send deposit books to this office. Furnish letter or certificate of deposit from bank or depository.

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G-7B (9/00)

SCHEDULE A

ASSETS ON HAND AT BEGINNING OF PERIOD COVERED

List all assets in the infant's estate at beginning of period covered by this account which will be assets on hand at close of the last accounting, unless this is a first account, in which case state first account in this schedule and enter receipts in Schedule B.

At the opening date of this accounting period, namely ____________,

the infant's estate considered of: (State value of all items listed)

(1) Cash deposited in the banks named below and evidenced by bank books of which the numbers are given below. (State whether savings, special interest or checking accounts.)

____________

(2) Securities which are listed and identified below by (a) par value, (b) name, (c) certificate number, (d) interest rate, (e) interest dates, (f) due date, (g) inventory value.

____________

(3) Other Personal Property listed below with full description and value. (Include here books, pictures, jewelry, furniture, etc.)

____________

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(4) Interests, described below, in personal property not in my possession. (Include here interests in trust funds, insurance funds or uncollected legacies or distributive shares due from other estates.)

____________

(5) Interests, described below, in real property.

____________

TOTAL: $

SCHEDULE B

LIST ALL ADDITIONAL PRINCIPAL RECEIVED

Show date received, source and amount.

____________

TOTAL: $

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SCHEDULE C

LIST ALL RECEIPTS OF INCOME

Show source, including interest on specified bank accounts, rents on realty, and dividends received on investments, during the period covered by this account, as well as date of payment.

Interest credited to bank accounts: ____________

____________

Dividends received: ____________

____________

Rents on realty: ____________

____________

TOTAL: $

SCHEDULE D

LIST ALL LOSSES INCURRED

Show all realized decreases on principal assets whether due to sale or liquidation, indicating the asset sold or liquidated, and the date of same.

____________

TOTAL: $

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SCHEDULE E

LIST ALL MONIES PAID OUT

Show all disbursements, not investments, during the period covered by this account, including date of payment, payee, and amount paid.

____________

TOTAL: $

SCHEDULE F

ASSETS ON HAND AT END OF PERIOD COVERED

Show assets on hand at the end of the period covered by this account and the valuation thereof.

(1) Cash deposited in the banks named below, evidenced by bank books of which the numbers are given below. (State whether savings, special interest, or checking accounts.)

____________

(2) Securities listed and identified below by (a) par value, (b) name, (c) certificate number, (d) interest rate, (e) interest dates, (f) due dates, (g) cost or inventory value.

____________

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(3) Other personal property listed below, with full description and value. (Include books, pictures, jewelry, furniture, etc.)

____________

(4) Interests, described below, in personal property not in my possession. (Include interests in trust funds, insurance funds or uncollected legacies or distributive shares due from other estates.)

____________

(5) Interests, described below, in real property.

____________

TOTAL: $

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SCHEDULE G

THIS IS AN INFORMATION SCHEDULE AND THE FIGURES THEREIN ARE NOT TO BE INCLUDED IN THE SUMMARY STATEMENT

Changes were made in said infant's estate during this accounting period as shown below.

(1) I invested cash in securities and state below (a) date of purchase, (b) name of security, (c) certificate number, (d) par value, (e) cost price, (f) commission paid, (g) accrued interest, (h) from whom purchased, (i) interest rate, (j) interest dates.

____________

(2) I sold securities fro cash and state below (a) date of sale, (b) name of security, (c) certificate number, (d) inventory value, (e) amount received, (f) accrued interest, (g) to whom sold, (h) commission paid, (i) profit or loss on sale.

____________

(3) Securities were redeemed as stated below by (a) date, (b) name of security, (c) certificate number, (d) inventory value, (e) amount received, (f) accrued interest, (g) gain or loss.

____________

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(4) I exchanged securities for other securities and state below (a) name of original security, (b) certificate number, (c) cash paid in exchange, (d) name of new security, (e) certificate number, (f) cash received in exchange, (g) reason for exchange, (h) with whom exchange made.

____________

(5) Other changes not due to investment, sale, redemption or exchange of securities are stated below, with the reasons therefor.

____________

SCHEDULE H

SUMMARY OF RECEIPTS AND DISBURSEMENTS AS SHOWN BY ABOVE SCHEDULES

I charge myself with total balance as shown by last account on Schedule A $ ________

I charge myself with total additional principal received as shown on Schedule B $ ________

I charge myself with total income received as shown on Schedule C $ ________

TOTAL $ ________

I credit myself with total losses as shown on Schedule D $ ________

I credit myself with total monies paid out as shown on Schedule E $ ________

TOTAL $ ________

Principal balance on hand (This balance should be the same as total on Schedule F) $ ________

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SCHEDULE I

SET FORTH THE NAME(S) AND PRESENT ADDRESS(ES) OF THE BANK(S) OR DEPOSITORY(IES) AND THE SURETY(IES) ON THE BOND AND WHETHER THE SECURITY OF THE BOND(S) HAS BECOME IMPAIRED.

____________

(Name of Bank or Depository)

____________

(Address of Bank or Depository)

____________

(Name of Bank or Depository)

____________

(Address of Bank or Depository)

____________

(Name of Surety)

____________

(Address of Surety)

Impaired [ ] Yes [ ] No

____________

(Name of Surety)

____________

(Address of Surety)

Impaired [ ] Yes [ ] No

State of ________

County of ________ ss.:

I ________being duly sworn do say: I am the Guardian of the property of the within infant; that the foregoing Account is to the best of my knowledge and belief a true statement.

______________

Signature of Guardian

Sworn to before me this

________ day of ________

________

Notary Public

______________

Print Name

Commission Expires:

(Affix Notary Stamp or Seal)

Signature of Attorney: ____________

Print Name: ____________

Firm Name: ________ Tel. No.: ____________

Address of Attorney: ____________

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