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-7B - Annual account of guardian (bonded)
SURROGATE'S COURT OF THE STATE OF NEW YORK
COUNTY OF ________
________X
Annual Account of ________ File No. ________
Guardian of ________ Annual Account of 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 heretofore 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.
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G-7B (9/00)
SCHEDULE A
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 will be assets on hand at close of the last accounting, unless this is a first account, in which case state first account in this schedule and enter receipts in Schedule B.
At the opening date of this accounting period, namely ____________,
the infant's estate considered of: (State value of all items listed)
(1) Cash deposited in the banks named below and evidenced by bank books of which the numbers are given below. (State whether savings, special interest or checking accounts.)
____________
____________
____________
____________
____________
____________
____________
(2) Securities which are listed and identified below by (a) par value, (b) name, (c) certificate number, (d) interest rate, (e) interest dates, (f) due date, (g) inventory value.
____________
____________
____________
____________
____________
____________
____________
(3) Other Personal Property listed below with full description and value. (Include here books, pictures, jewelry, furniture, etc.)
____________
____________
____________
____________
____________
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(4) Interests, described below, in personal property not in my possession. (Include here interests in trust funds, insurance funds or uncollected legacies or distributive shares due from other estates.)
____________
____________
____________
____________
____________
____________
____________
(5) Interests, described below, in real property.
____________
____________
____________
____________
____________
____________
____________
TOTAL: $
SCHEDULE B
LIST ALL ADDITIONAL PRINCIPAL RECEIVED
Show date received, source and amount.
____________
____________
____________
____________
____________
____________
____________
TOTAL: $
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SCHEDULE C
LIST ALL RECEIPTS OF INCOME
Show source, including interest on specified bank accounts, rents on realty, and dividends received on investments, during the period covered by this account, as well as date of payment.
Interest credited to bank accounts: ____________
____________
____________
____________
____________
Dividends received: ____________
____________
____________
____________
____________
Rents on realty: ____________
____________
____________
____________
____________
TOTAL: $
SCHEDULE D
LIST ALL LOSSES INCURRED
Show all realized decreases on principal assets whether due to sale or liquidation, indicating the asset sold or liquidated, and the date of same.
____________
____________
____________
____________
TOTAL: $
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SCHEDULE E
LIST ALL MONIES PAID OUT
Show all disbursements, not investments, during the period covered by this account, including date of payment, payee, and amount paid.
____________
____________
____________
____________
____________
____________
____________
____________
____________
TOTAL: $
SCHEDULE F
ASSETS ON HAND AT END OF PERIOD COVERED
Show assets on hand at the end of the period covered by this account and the valuation thereof.
(1) Cash deposited in the banks named below, evidenced by bank books of which the numbers are given below. (State whether savings, special interest, or checking accounts.)
____________
____________
____________
____________
____________
(2) Securities listed and identified below by (a) par value, (b) name, (c) certificate number, (d) interest rate, (e) interest dates, (f) due dates, (g) cost or inventory value.
____________
____________
____________
____________
____________
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(3) Other personal property listed below, with full description and value. (Include books, pictures, jewelry, furniture, etc.)
____________
____________
____________
____________
____________
____________
(4) Interests, described below, in personal property not in my possession. (Include interests in trust funds, insurance funds or uncollected legacies or distributive shares due from other estates.)
____________
____________
____________
____________
____________
____________
(5) Interests, described below, in real property.
____________
____________
____________
____________
____________
____________
TOTAL: $
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SCHEDULE G
THIS IS AN INFORMATION SCHEDULE AND THE FIGURES THEREIN ARE NOT TO BE INCLUDED IN THE SUMMARY STATEMENT
Changes were made in said infant's estate during this accounting period as shown below.
(1) I invested cash in securities and state below (a) date of purchase, (b) name of security, (c) certificate number, (d) par value, (e) cost price, (f) commission paid, (g) accrued interest, (h) from whom purchased, (i) interest rate, (j) interest dates.
____________
____________
____________
____________
____________
____________
(2) I sold securities fro cash and state below (a) date of sale, (b) name of security, (c) certificate number, (d) inventory value, (e) amount received, (f) accrued interest, (g) to whom sold, (h) commission paid, (i) profit or loss on sale.
____________
____________
____________
____________
____________
____________
(3) Securities were redeemed as stated below by (a) date, (b) name of security, (c) certificate number, (d) inventory value, (e) amount received, (f) accrued interest, (g) gain or loss.
____________
____________
____________
____________
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(4) I exchanged securities for other securities and state below (a) name of original security, (b) certificate number, (c) cash paid in exchange, (d) name of new security, (e) certificate number, (f) cash received in exchange, (g) reason for exchange, (h) with whom exchange made.
____________
____________
____________
____________
____________
(5) Other changes not due to investment, sale, redemption or exchange of securities are stated below, with the reasons therefor.
____________
____________
____________
____________
____________
SCHEDULE H
SUMMARY OF RECEIPTS AND DISBURSEMENTS AS SHOWN BY ABOVE SCHEDULES
I charge myself with total balance as shown by last account on Schedule A $ ________
I charge myself with total additional principal received as shown on Schedule B $ ________
I charge myself with total income received as shown on Schedule C $ ________
TOTAL $ ________
I credit myself with total losses as shown on Schedule D $ ________
I credit myself with total monies paid out as shown on Schedule E $ ________
TOTAL $ ________
Principal balance on hand (This balance should be the same as total on Schedule F) $ ________
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SCHEDULE I
SET FORTH THE NAME(S) AND PRESENT ADDRESS(ES) OF THE BANK(S) OR DEPOSITORY(IES) AND THE SURETY(IES) ON THE BOND AND WHETHER THE SECURITY OF THE BOND(S) HAS BECOME IMPAIRED.
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 Surety)
____________
(Address of Surety)
Impaired [ ] Yes [ ] No
4.
____________
(Name of Surety)
____________
(Address of Surety)
Impaired [ ] Yes [ ] No
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.
______________
Signature of Guardian
Sworn to before me this
________ day of ________
________
Notary Public
______________
Print Name
Commission Expires:
(Affix Notary Stamp or Seal)
Signature of Attorney: ____________
Print Name: ____________
Firm Name: ________ Tel. No.: ____________
Address of Attorney: ____________
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