Verified Inventory Of Guardian (Initial Report Of Guardian Of Property)

IN THE CIRCUIT COURT FOR HILLSBOROUGH COUNTY, STATE OF FLORIDA, GUARDIANSHIP, PROBATE AND MENTAL HEALTH DIVISION IN RE: THE GUARDIANSHIP OF ______________________________________ (Name) Please circle guardianship type: Plenary Minor Limited CASE NO.: ____-CP-__________ DIVISION: __________________ Voluntary VERIFIED INVENTORY OF GUARDIAN (Initial Guardianship Report of Guardian of the Property) ______________________, the guardian of the property of ______________________ (the ward), files, as the Initial Guardianship Report of the Guardian of the Property, an inventory of all the property of the ward that has come into the guardian's possession or knowledge, including all encumbrances. The value of the property should be as of the date the guardianship Letters were issued. REAL ESTATE __________________________________________________________________________________________ Description and Location Property and Encumbrance % of ownership Estimated Fair Market Value Estimated Amount of Encumbrance Real Estate Located at: % $ $ Total Estimated Value of Real Estate Less: Encumbrances Estimated Net value of Real Estate 1 $________________ $________________ $________________ American LegalNet, Inc. www.FormsWorkFlow.com IN THE CIRCUIT COURT FOR HILLSBOROUGH COUNTY, STATE OF FLORIDA, GUARDIANSHIP, PROBATE AND MENTAL HEALTH DIVISION IN RE: THE GUARDIANSHIP OF _____________________________ CASE NO.: __________________ DIVISION: __________________ CASH ASSETS *Important Note: Please attach a copy of the bank statement that shows the account balance as of the date the Letters of Guardianship were signed, for each account. In the alternative, a letter from the bank with a bank official's signature and business card attached, which states the asset amount as of the date Letters of Guardianship were signed, may be provided for each account. _____________________________________________________________________________________ Name of Institution: Type of Asset: Percentage of wards Ownership: % Value of the Asset: (ward's %) $ Total Value of all Cash Assets: $________________ 2 American LegalNet, Inc. www.FormsWorkFlow.com IN THE CIRCUIT COURT FOR HILLSBOROUGH COUNTY, STATE OF FLORIDA, GUARDIANSHIP, PROBATE AND MENTAL HEALTH DIVISION IN RE: THE GUARDIANSHIP OF _____________________________ CASE NO.: __________________ DIVISION: __________________ PERSONAL PROPERTY __________________________________________________________________________________________ Description and Location of % of ownership Property and Encumbrances Estimated Fair Market Value Estimated Amount of Encumbrance % $ $ Total Estimated Value of Personal Property: Less: Encumbrances: Estimated Net value of Personal Property: $__________ $__________ $__________ Total Estimated Net Value of ALL PROPERTY $__________ *Important Note: this is the total of all the ward's assets as of the date the Letters of Guardianship were signed. This total will be the starting balance of your first Annual Accounting. 3 American LegalNet, Inc. www.FormsWorkFlow.com IN THE CIRCUIT COURT FOR HILLSBOROUGH COUNTY, STATE OF FLORIDA, GUARDIANSHIP, PROBATE AND MENTAL HEALTH DIVISION IN RE: THE GUARDIANSHIP OF _____________________________ CASE NO.: __________________ DIVISION: __________________ CLAIMS Secured and Unsecured (e.g. overdue bills, outstanding credit cards) ________________________________________________________________________________________ Name & Address of Potential Claimant Basis of Claim Estimated Amount of the Claim $ INCOME __________________________________________________________________________________________ Describe Income of the ward, including Name and Address of Payer Type of Income Frequency Amount of Payment $ 4 American LegalNet, Inc. www.FormsWorkFlow.com IN THE CIRCUIT COURT FOR HILLSBOROUGH COUNTY, STATE OF FLORIDA, GUARDIANSHIP, PROBATE AND MENTAL HEALTH DIVISION IN RE: THE GUARDIANSHIP OF _____________________________ CASE NO.: __________________ DIVISION: __________________ LAWSUITS: The Ward has the right to sue on the following causes of action: (NOTE: If funds have not been or were not received as of the date Letters of Guardianship were signed, only show claim here. DO NOT show as a received asset until the First Annual Accounting) Description of Lawsuit & court address Date of occurrence Estimated amount of the claim $ AUDIT FEE MUST BE ATTACHED TO THIS REPORT: If the value of the ward's assets exceeds $25,000, the guardian needs to submit an audit fee of $85.00. PURSUANT TO F.S. §744.365 UNDER PENALTIES OF PERJURY, I declare that I have read the foregoing, and the facts alleged are true, to the best of my knowledge and belief. Signed on________________________, 20____. __________________________ Guardian Print Name: _______________ Address: __________________ __________________________ Phone Number: (___) ___-____ Email Address: _______________________________________ __________________________ Attorney for Guardian Print Name: _______________ Florida Bar No. ____________ Address: __________________ __________________________ Phone Number: (___) ___-____ Email Address: ____________________ 5 American LegalNet, Inc. www.FormsWorkFlow.com REMEMBER CERTIFICATE OF SERVICE: *Ward's Attorney (if applicable, usually court-appointed for an adult ward) *Ward, if over 14 years-old *Ward, if a Limited Guardianship *Ward, if a Voluntary Guardianship *Interested Person/Parties 6 American LegalNet, Inc. www.FormsWorkFlow.com