New York Codes, Rules and Regulations › Title 22 - JUDICIARY › Subtitle D - Forms › Chapter VII - Surrogate's Court Forms › Subchapter A - Forms Authorized By Section 207.52 › Surrogate's Forms › Form G-7A - Annual account of guardian (non-bonded)

Current through Register Vol. 46, No. 28, July
					 10, 2024
SURROGATE'S COURT OF THE STATE OF NEW
						YORK
COUNTY OF ________
________X
Annual Account of ________ File No.
						________
Guardian of ________ Annual Account of
						Non-Bonded Guardian
For the Period Ending
an Infant. ________
________ X
TO THE SURROGATE'S COURT, COUNTY OF
						________
I,
_______
(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 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.
G-7A (9/00)
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 are the assets on hand at
						close of last accounting, unless this is a first account, in which case state
						first account in this schedule and enter receipts in Schedule B.
Name of Bank or Depository Account Number
						Amount at opening date of this account
1. ____________
2. ____________
3. ____________
4. ____________
Other property held at opening date of
						this accounting period:
____________
____________
____________
Total Schedule A ________
SCHEDULE B
LIST ALL RECEIPTS OF PRINCIPAL OR
						INCOME
Show receipts and source, including
						interest on bank accounts during the period covered by this account.
Name of Bank or Depository Account Number
						Interest Accrued (this period)
1. ____________
2. ____________
3. ____________
4. ____________
Additional property received:
________
________
________
Total Schedule B ________
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SCHEDULE C
LIST ALL MONEYS PAID OUT
Show all disbursements during the period
						covered by this account.
Withdrawals with Court Order
Name of Bank or Depository Account Number
						Order Dated Amount
1. ____________
2. ____________
3. ____________
4. ____________
Other disbursements:
____________
____________
____________
Total Schedule C ________
The guardian is not permitted to expend
						any funds of the infant without first obtaining an order of the Court. Any
						change of guardian's address must be reported in writing to the Clerk of the
						Court.
SCHEDULE D
ASSETS ON HAND AT END OF PERIOD
						COVERED
Show assets on hand at the end of the
						period covered by this account. Show name of bank or depository, account number
						and balance at close of this account.
SUBMIT PROOF OF BANK BALANCES, LETTER OR
						CERTIFICATE OF DEPOSIT FROM BANK OR DEPOSITORY; DO NOT SEND DEPOSIT
						BOOKS.
Name of Bank or Depository Account Number
						Amount on deposit at closing date of accounting period
1. ____________
2. ____________
3. ____________
4. ____________
Other property held at the closing date of
						the accounting period:
____________
____________
____________
Total Schedule D ________
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SCHEDULE E
SUMMARY OF RECEIPTS AND DISBURSEMENTS AS
						SHOWN BY ABOVE SCHEDULES
I charge myself with total balance as
						shown by last account Schedule "A" $ ________
I charge myself with receipts as shown by
						Schedule "B" $ ________
Total debits (Schedule A and B above) $
						________
I credit myself with disbursements as
						shown by Schedule "C" $ ________
I credit myself with balance on hand to be
						charged to me in my next account $ ________
(This balance should be the same as total
						of Schedule "D".)
Total credits (Schedule C and D above) $
						________
SCHEDULE F
SET FORTH THE NAME(S) AND PRESENT
						ADDRESS(ES) OF BANK(S) OR DEPOSITORY(IES) IN
WHICH FUNDS ARE HELD IN JOINT
						CONTROL
1.
__________
(Name of Bank or Depository)
____________
(Address of Bank or Depository)
2.
__________
(Name of Bank or Depository)
____________
(Address of Bank or Depository)
3.
__________
(Name of Bank or Depository)
____________
(Address of Bank or Depository)
4.
__________
(Name of Bank or Depository)
____________
(Address of Bank or Depository)
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.
Sworn to before me this
______________
Signature of Guardian
________ day of ________, ________
______________
Print Name
____________
Notary Public
Commission Expires:
(Affix Stamp or Seal)
Signature of Attorney: ________
Print Name: ________
Firm Name: ________ Tel. No.:
						________
Address of Attorney: ________
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