IN THE CIRCUIT COURT, SIXTH JUDICIAL CIRCUIT, IN AND FOR PINELLAS COUNTY, FLORIDA PROBATE DIVISION Audit of Accounting F.S. 744.3679 Guardianship of: UCN: REF #: - -GD- Type of Guardianship: If GD of the person, GD must file an initial & annual plan Guardian’s Attorney: Guardian: Is the ward’s social security number on file? Date of ETG Letters: Date of Audit : 06/05/2018 Date of Letters: Date of Letters of Successor GD Date of Order of Standby GD: Date of Order/Letters confirming Standby Standby Guardian name: GD: Date of of Surrogate GD: Surrogate Guardian name: acted from to Accounting period through Accurate Accounting Period? If no, correct accounting Period is: to Report timely filed (90 days) : Minor sui juris: Extensions granted by order: # of Orders? Qualification for Simplified Accounting: freezing account Only transactions are interest, deposits subsequent to settlement, bank fees (no capital gains/losses) OR Order allowing simplified accounting Date: Bank statement only required Required Items: Court approved forms Original or certified copy of statement Receipt of depository on file with institution, account number, type of account and amount of deposit Date: Updated receipt of depository needed? (required at least every 6 years)
IN THE CIRCUIT COURT, SIXTH JUDICIAL CIRCUIT, IN AND FOR PINELLAS COUNTY, FLORIDA PROBATE DIVISION Audit of Accounting F.S. 744.3679 Guardianship of: UCN: REF #: - -GD- Type of Guardianship: If GD of the person, GD must file an initial & annual plan Guardian’s Attorney: Guardian: Is the ward’s social security number on file? Date of ETG Letters: Date of Letters: Date of Letters of Successor GD Date of Order of Standby GD: Date of Order/Letters confirming Standby GD: Date of of Surrogate GD: Date of Audit : 06/05/2018 Standby Guardian name: Surrogate Guardian name: acted from to Accounting period through Accurate Accounting Period? If no, correct accounting Period is: to Report timely filed (90 days) : Minor sui juris: Extensions granted by order: # of Orders? Qualification for Simplified Accounting: freezing account Only transactions are interest, deposits subsequent to settlement, bank fees (no capital gains/losses) OR Order allowing simplified accounting Date: Bank statement only required Required Items: Court approved forms Original or certified copy of statement Receipt of depository on file with institution, account number, type of account and amount of deposit Date: Updated receipt of depository needed? (required at least every 6 years)
SIMPLIFIED%20WORKSHEET.docx