Fillable Instructions: EZ Accounting (Cape May County)

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Instructions: EZ Accounting (Cape May County)

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Revised 05/2017, CN 11800 (EZ Accounting) page 1 of 6
Instructions: EZ Accounting
Guardians of the estate may be required to report using Judiciary forms as to the financial affairs of the incapacitated
person.
There are two different periodic reporting forms: the Periodic EZ Accounting form (“EZ form”), and the Periodic
Comprehensive Accounting form (“Comprehensive form”). The Judgment of Incapacity should specify which form you
are required to file, as well as the deadline for filing.
Note that instead of filing a Judiciary form, it is possible that a Judgment may direct periodic filing of a copy of a Social
Security Representative Payee Report for the most recent reporting period, or of a formal accounting.
Sometimes, a Judgment may simply direct the filing of an annual report or an informal account. If the Judgment does not
specify a type of accounting and you are unsure which form to utilize, you can file the EZ form and then wait for any
further direction.
The EZ form is a three-page document to which additional pages may be attached if necessary.
Item A asks if a bond is required, and if so, if one is filed covering the period of this report. If you were appointed as
guardian of the estate but the Judgment waived the requirement of bond, then you should select “N/A”. Even if no bond
was imposed, if your Judgment requires the filing of a report, then you must file the report by the specified deadline.
Item B inquires if you have identified, traced and collected all of the incapacitated person’s assets since your
appointment. If you answer “No” to this question, you must provide further explanation. For example, if you are aware
of assets belonging to the incapacitated person but in the custody of someone else, you should explain what steps you
have taken to retrieve those assets and bring them into the guardianship estate.
Item C addresses the status of the filing of the incapacitated person’s state and federal tax returns due for all calendar
years prior to the year in which this report is being filed, as well as any payments due for same. If no tax returns are
delinquent as of the filing of your report, then you should answer “Yes” to this question even if tax returns for the most
recent year will soon be due.
For example, if your reporting deadline is in February, then in 2014 you may report that you have filed all past tax returns
and made all payments due as long as all tax returns have been filed, and payments have been made, for past years
including tax year 2012 (as the 2012 returns would have been filed by April 15, 2013). This is true even though you will
shortly be filing the tax returns for 2013 (which will be due April 15, 2014). If the amount of income received by the
protected person is too little to require the filing of taxes, then write this on the form.
Below items A-C is Part I of the form, which covers income and disbursements during the reporting period only. In line 1
of the SUMMARY table, you should report the beginning cash balance of the incapacitated person’s estate. In line 2, you
should state the amount reflected under SCHEDULE A – EZ: INCOME, which amount is the Total Income Received.
Remember to list all sources of income, even if some sources (such as Social Security benefits) may have been excluded
for purposes of setting bond. If additional lines are needed, attach SCHEDULE A – EZ: ADDITIONAL INCOME
(11800_grdnshp_ez_accting_addtl.pdf) and enter the total in the corresponding line of the SUMMARY table.
Below is an example showing the aggregate amount received for Social Security Disability for nine (9) months.
#
Source of Income
(e.g. employment, social security)
Description Total Income Amount
Sample Social Security Disability 9 months x $689.00 $6201.00
If you are required to report annually, then income will generally cover twelve (12) months. You may wish to add a brief
explanation if certain income is received for a shorter period of time (i.e., the incapacitated person participates through
school in a structured work program for ten (10) months of the year, earning a stipend of $100/month for that 10-month
period, for a total of $1000/year, but the protected person has no earned income during the other two (2) months of the
year).
Revised 05/2017, CN 11800 (EZ Accounting) page 2 of 6
In line 3 of the SUMMARY table, you should state the total amount reflected under Schedule B-EZ: DISBURSEMENTS.
This schedule lists the payments made from the guardianship estate for the reporting period. If additional lines are
needed, attach SCHEDULE B – EZ: ADDITIONAL DISBURSEMENTS (11800_grdnshp_ez_accting_addtl.pdf) and
enter the total in the corresponding line of the SUMMARY table. Some disbursements, like food and utilities, are for
regular, recurring expenses. If food is purchased solely for the protected person, then the amount spent will likely vary
from month to month. In this situation, the category of disbursements should be reported on a monthly basis. The
following is sufficient:
# Category Payment Date/Period Payee Amount Spent
1 Monthly Grocery - January January 2014 ACME/Shoprite $293.77
2
Monthly Grocery - February
February 2014
Shoprite
$301.23
3
Monthly Grocery - March
March 2014
ACME
$256.85
If the incapacitated person resides with the guardian(s) as part of a family unit, then it is permissible for a set amount of
the protected person’s funds to be utilized each month to cover his or her share of food purchases. In this case, for
SCHEDULE B-EZ, you may report as follows:
# Category Payment Date/Period Payee Amount Spent
1 Grocery (12 months) January-December 2014 ACME/Shoprite $2,700
(12 x $225/month)
Other recurring monthly expenses, like a cell phone or cable plan, can also be reported in this manner.
# Category Payment Date/Period Payee Amount Spent
1 Jitterbug Plus
(cell phone basic plan 29)
January-December 2014 Sprint $359.88
(12 x $29.99/month)
Some disbursements will reflect occasional purchases, such as new clothes at the beginning of a season or for special
events. For these items, all fields of the SCHEDULE B-EZ: DISBURSEMENTS should be completed, as follows:
# Category Payment Date/Period Payee Amount Spent
1 Clothing (winter coat, gloves, snow
boots)
January 2, 2014 Kohl’s $304.88
2
Clothing (sister’s wedding)
April 2, 2014
David’s Bridal
$126.14
Keep in mind that reports are reviewed through the New Jersey Guardianship Monitoring Program. While the forms are
designed for simplicity and ease of use, if the entries are unclear or raise questions in the minds of reviewers, then you
may be asked to provide further explanation or substantiation.
Part II of the form covers the assets of the incapacitated person. As guardian, you must report to the court regarding not
only income but also any assets owned by the incapacitated person, such as a house, car, or stocks. This is required even
if the assets are restricted, meaning that you cannot sell or encumber them without court approval. In completing Part II
of the EZ form, review the inventory or prior report(s) to make sure that you cover all assets previously disclosed to the
court.
Revised 05/2017, CN 11800 (EZ Accounting) page 3 of 6
If the incapacitated person has no property within a particular schedule, then select “N/A” (not applicable). For example,
if the protected person does not own a house or other real property, then complete Schedule A as follows:
Schedule A – Real Property
Has the ownership of the property changed since the inventory or last report?
Yes
No
N/A
If yes, list the property and the disposition of same:
If the incapacitated person continues to own property and nothing has changed since the inventory or prior report, select
“No” as follows:
Schedule A – Real Property
Has the ownership of the property changed since the inventory or last report?
Yes
No
N/A
If yes, list the property and the disposition of same:
If ownership of the property has changed, then select “Yes” and explain. For example, if the inventory reflects that the
incapacitated person owned a house and that house has been sold, the report would be completed in this manner:
Schedule A – Real Property
Has the ownership of the property changed since the inventory or last report?
Yes
No
N/A
If yes, list the property and the disposition of same:
House at 123 Apple Street sold on 3/15/16 for $110,000.
Proceeds deposited into guardianship checking account (# - 9876).
Respond as to all categories – Schedules A through E – by indicating if the incapacitated person has any property, and if
so, if the ownership of the property has changed since the inventory or prior report. An explanation is required only if you
are reporting that ownership of property has changed. Otherwise, leave the far-right column blank.
The information provided in Part II (Assets) is separate and apart from the income and disbursements covered in Part I.
Do not change the figures in Part I or in the Summary based upon the information reported in Part II.
After Part II, you are asked to identify any assistance required from the court or a community agency. Please be as
specific as possible in describing any help that you need on behalf of the incapacitated person.
Following Part II is an optional section for you to share with the court any other information about the incapacitated
person and/or the guardianship.
Revised 05/2017, CN 11800 (EZ Accounting) page 4 of 6
Notice to Interested Parties: Interested parties should act to protect the welfare and/or finances of an adult
incapacitated person under legal guardianship. Within the time and in the manner provided by law, interested
parties may file a motion to object to actions taken by the guardian or to seek review of the guardianship.
Although some guardianship reports are subject to review by authorized Judiciary and/or Surrogate personnel,
interested parties remain responsible for requesting court review as to any misstatements or misconduct by a
guardian.
If you are Guardian of the Estate, Complete the Following Questions
Guardian’s Name:
Docket Number:
Incapacitated Person’s Name:
A. If a bond is required, is one filed that covers this period?
Yes
No
NA
B. Have you identified, traced and collected all of the incapacitated person’s assets
since your appointment? If No, please explain.
Yes
No
NA
C. Have all of the incapacitated person's past and current state and federal tax returns
been prepared and filed and all tax payments made? If No or N/A, please explain.
Yes
No
NA
PART I. Income and Disbursements
SUMMARY
1. Beginning Cash Balance
2. SCHEDULE A-EZ: Income
• SCHEDULE A-EZ: Additional Income (if applicable)
3. SCHEDULE B-EZ: Disbursements
• SCHEDULE B-EZ: Additional Disbursements (if applicable)
4. Ending Cash Balance (Add lines 1 & 2 and subtract line 3)
Schedule A --EZ: INCOME
#
Source of Income
(e.g. employment, social security)
Description
(e.g. 12 months times $ amount, or lump sum of $
amount, etc.)
Total Income
Amount
1
2
3
4
5
Total Income Received (Schedule A: Income)
0.00
0.00
0.00
0.00
Print Form
Clear Form
Revised 05/2017, CN 11800 (EZ Accounting) page 5 of 6
Schedule B --EZ: DISBURSEMENTS
#
Category Payment Date/Period Payee Amount Spent
1
2
3
4
5
Total All Disbursements (Schedule B-EZ: Disbursements)
PART II. Assets
List all assets in which the incapacitated person has an interest, including interests held in common or
jointly with other(s) and, if held jointly, describe the interest. State whether the ownership or title of
the property has changed since the last report to the court (prior EZ Accounting, Inventory, or
Affidavit of Assets).
Schedule A – Real Property
Has the ownership of the property changed since the inventory or last report?
Yes
No
NA
If Yes, list the property and the disposition of same:
Schedule B – Stocks, Bonds, Mutual Funds, Securities and Investment Accounts
Has the ownership of the property changed since the inventory or last report?
Yes
No
NA
If Yes, list the property and the disposition of same:
Schedule C – Money on hand, checking and savings accounts and certificates of deposit in banks and
notes or other indebtedness due the incapacitated person.
Has the ownership of the property changed since the inventory or last report?
Yes No NA
If Yes, list the property and the disposition of same:
Schedule D – Pensions, retirement accounts (IRA’s, 401(k), annuities, profit sharing plans, etc.
Has the ownership of the property changed since the inventory or last report?
Yes
No
NA
If Yes, list the property and the disposition of same:
Schedule E – Miscellaneous Personal Property – (tangible personal property, motor vehicles,
recreation vehicles, etc.).
Has the ownership of the property changed since the inventory or last report?
Yes
No
NA
If Yes, list the property and the disposition of same:
NOTE: The Judiciary’s Guardian Support/Guardianship Monitoring Program webpage, found at
www.njcourts.gov/courts/civil/guardianship.html, features general court information, forms,
frequently asked questions, and helpful links.
0.00
Revised 05/2017, CN 11800 (EZ Accounting) page 6 of 6
Is information or assistance, whether from the court or a community agency,
required? If Yes, please describe:
Yes No
Optional:
In addition to the information provided above, the court should be aware of the following issues related
to the incapacitated person and/or the guardianship:
CERTIFICATION
, certifies that I/we am/are the Guardian(s) of the within named
(insert your name)
incapacitated person and that the attached report of well-being is to the best of my/our personal knowledge,
complete and true statement of my/our activities as Guardian(s). I/we will supplement this form as may be
necessary should additional information become available. I/We am/are aware that if any of the foregoing
statements are willfully false, I/we am/are subject to punishment.
Date
Signature of Guardian
Print Name
If applicable: Date
Signature of Co-Guardian
Print Name
If applicable: Date
Signature of Co-Guardian
Print Name
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