Fill and Sign the Probate Accounting Form

PMG89 – Summary of Accounts for Minor Financial Guardianship (08/2014 ) Page 1 of 4 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No. In re Guardianship of : SUMMARY OF ACCOUNT for MINOR FINANCIAL GUARDIANSHIP As the financial guardian (s) of the above named minor , I/we hereby account to the Court for the period beginning and ending Date of Your Appointment as Guardian or Date of Last Accounting End Date for This Accounting Period ☐ This is an interim account. ☐ This is a final account . ACCOUNTING WORKSHEET Complete the Schedules in Sections A, B and C first. For each schedule (A1 -A7, B1 -B7 and C1 -C2) that you enter an amount greater than 0, you MUST include an itemized accounting on a separate sheet of paper. Once you total the amount for each section, you must then record those totals on the Summary of Account on page 3. You must complete all sections top and bottom. If there is no value, please indicate with a zero. SECTION A – ASSETS and RECEIPTS Schedule Value A-1 Personal estate: (per inventory value or last account) $ A-2 Real estate: (per inventory value or last account) $ A-3 Gain on personal estate sold (attach itemized list) $ A-4 Gain on real estate sold (attach itemized list) $ A-5 Income to estate since inventory last account (attach itemized list) $ A-6 Personal and/or real estate not listed on inventory (attach itemized list) $ A-7 Monies advanced to the guardian(s) for the guardianship (attach itemized list) $ TOTAL ASSETS AND RECEIPTS Add all lines in Section A $ PMG89 – Summary of Accounts for Minor Financial Guardianship (08/2014 ) Page 2 of 4 SECTION B – DISBURSEMENTS You must complete all sections top and bottom. If there is no value, please indicate with a zero. List only disbursements since estate opened or last account Schedule B-1 Loss on personal estate sold (attach itemized list) $ B-2 Loss on real estate sold (attach itemized list) $ B-3 Paid debts (attach itemized list) $ B-4 Administrative expenses (attach itemized list) $ B-5 Attorney fees (attach itemized statement ) $ B-6 Guardian fees previously approved by the Court (attach itemized statement) B-7 Other disbursements (attach itemized list) $ TOTAL DISBURSEMENTS Add all lines in Section B $ SECTION C –BALANCE HELD BY GUARDIAN C-1 Personal Estate: Include values for cash in bank accounts, stocks, bonds, cars, etc. If real estate has been sold, include the net proceeds from the sale. (attach itemized list) $ C-2 Real Estate: Include the value of any real property. If there is no real estate or if all real estate has been sold, enter zero. The proceeds from any real estate that has been sold should be entered on line C -1. (attach itemized list) $ TOTAL BALANCE HELD BY GUARDIAN Add line C -1 and C -2 $ PMG89 – Summary of Accounts for Minor Financial Guardianship (08/2014 ) Page 3 of 4 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No. In re Guardianship of : SUMMARY OF ACCOUNT ☐ This is an interim account. ☐ This is a final account . ACCOUNT SUMMARY (totals taken from accounting worksheet(s) ) 1. TOTAL ASSETS and RECEIPTS from Section A $ 2. TOTAL DISBURSEMENTS from Section B $ 3. BALANCE HELD BY GUARDIAN Subtract Line (2) from Line (1) $ REAL ESTATE (Value of real estate not sold ) $ PERSONAL ESTATE (Include value of all personal property including cash, stocks, bonds, cars, etc. $ Signature of Guardian Date Guardian’s Name Printed Signature of Co -Guardian if applicable Date Co-Guardian’s Name Printed Subscribed and sworn before me on: date My commission expires on: Date of Expiration Signature of Notary STOP: Did you include an itemized list for each schedule where the value you recorded was greater than zero? The itemized lists must be attached to this form when you file it. At the top of each list, please indicate clearly the Section of the Form, the Schedule letter and number (e.g. A -1) and the type of asset, receipt or disbursement (e.g. Section B, Schedule B -3, Paid De bts). PMG89 – Summary of Accounts for Minor Financial Guardianship (08/2014 ) Page 4 of 4 STATE OF VERMONT SUPERIOR COURT PROBATE DIVISION Unit Docket No. In re Guardianship of : MOTION TO ALLOW ACCOUNT I/We , request that the Court allow the account as set forth in the attached Summary of Account for Minor Financial Guardians hip. I have attached an itemized list for each schedule that has a value greater than zero. Signature of Guardian Date Guardian’s Name Printed Signature of Co-Guardi an if applicable Date Co-Guardian ’s Name Printed Note: If there are co -guardians, both guardians must sign.