The following is a true and full account of all said Guardian receipts and disbursements for the
year __________.
SUMMARY
Schedule A - Principal received on appointment if a new matter
or BALANCE ON HAND of last account:
$_______________________
Schedule B-1 - Additional Principal:
$_______________________
Schedule B-2 - Change of Principal (Securities):
$_______________________
Schedule B-3 - Change of Principal (Real Estate/Personal Property):
$_______________________
Schedule C - Income Received:
$_______________________
SUBTOTAL OF ABOVE:
$_______________________
Schedule D - Disbursements:
$ [ ____________________ ]
BALANCE ON HAND (
$_______________________
SUBTOTAL M INUS DISBURSEM ENTS):*
Schedule E - Securities (use Inventory Value):
$_______________________
Schedule E-1 - Real Estate:
$_______________________
Schedule E-2 - Personal Property:
$_______________________
* The above cash balance is on deposit in the following banks:
Bank
Address
Account No.
Balance
________________
______________________ ___________
$___________________
________________
______________________ ___________
$___________________
________________
______________________ ___________
$___________________
________________
______________________ ___________
$___________________
________________
______________________ ___________
$___________________
________________
______________________ ___________
$___________________
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