Initial Report - County Of Nassau Supreme Court Page 3

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5. The following is a true and full account of all assets of the Incapacitated Person that have
been marshalled by your Guardian:
BANK ACCOUNTS:
(List name and address of institution, account numbers and amount of money on hand prior to
liquidation by Guardian and the institution and account numbers to which the monies were deposited)
All monies have been deposited into guardianship accounts, except:
(explain)
STOCKS AND SECURITIES
List name and address of company, number of shares and fair market value of stock or security as of
the date of your appointment)
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