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)
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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