Guardianship Annual Report Page 9
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13Explain any changes in the last 12 months:
e.
List all Brokerage Accounts, Stocks, Bonds, and Other Securities. Attach the
most recent account statement. Attach additional pages if necessary.
Account Value on
Name of Company
Name(s) on Account
(date)
Explain any changes in the last 12 months:
f.
Retirement Accounts.
Name of Company
Beneficiary
Current Value
Explain any changes in the last 12 months:
g.
Ward’s Life Insurance Policies (policies the ward owns).
Beneficiary of Life
Face Value of
Cash Value
Name of Company
Insurance
Life Insurance
of Life Ins.
Explain any changes in the last 12 months:
h.
Real Estate that Ward Owns (land and buildings). Attach tax assessment, if
available.
(1)
Does ward own a home?
No
Yes. Estimated Value: $
Address:
Description:
Is there a joint owner?
No
Yes
Explain any changes in the last 12 months:
Page 9 of 13
Probate Rule 16(e)(1)(B), 16(e)(3) & 17(e)
PG-210 (9/08)(cs)
AS 13.26.118, .255, .380(b) & 13.06.100
GUARDIANSHIP ANNUAL REPORT
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