Fillable SUMMARY OF ACCOUNT for MINOR FINANCIAL GUARDIANSHIP (Vermont Judiciary)

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SUMMARY OF ACCOUNT for MINOR FINANCIAL GUARDIANSHIP (Vermont Judiciary)

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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
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
Debts).
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 Guardianship. 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-Guardian if applicable
Date
Co-Guardian’s Name Printed
Note: If there are co-guardians, both guardians must sign.
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SUMMARY OF ACCOUNT for MINOR FINANCIAL GUARDIANSHIP (Vermont Judiciary)

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Completed 30 July 2020

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