GC-405(SUM) Summary of Account—Standard and Simplified Accounts

Source: https://www.courts.ca.gov/documents/gc405sum.pdf

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GC-400(SUM)/GC-405(SUM)

CONSERVATORSHIP GUARDIANSHIP OF CASE NUMBER:

(Name): Conservatee Minor

SUMMARY OF ACCOUNT—STANDARD AND SIMPLIFIED ACCOUNTS
(Check if final.) and Final Account (Check if interim.) Account Current
Account number ("First," etc.)
through
Opening date of account Closing date of account

C H A R G E S*

Property on Hand at Beginning of Account Period, consisting of:

1a Cash Assets $

1b Non-Cash Assets (carry value)

1c Total Property on Hand at Beginning of Account Period (add 1a and 1b) $

2 Additional Property Received During Period of Account — Schedule

3 Receipts During Period of Account — Schedule A

4 Gains on Sales During Period of Account — Schedule B

5 Other Charges (describe): — Schedule

6 Net Income From Trade or Business During Period of Account — Schedule

7 TOTAL CHARGES (add 1c, 2, 3, 4, 5, and 6) $

C R E D I T S*

8 Disbursements During Period of Account — Schedule C $

9 Losses on Sales During Period of Account — Schedule D

10 Distributions to Conservatee or Ward — Schedule

11 Other Credits (describe): — Schedule

12 Net Loss From Trade or Business During Period of Account — Schedule

Property on Hand at End of Account Period — Schedule E, consisting of:

13a Cash Assets $

13b Non-Cash Assets (carry value)

13c Total Property on Hand at End of Account Period (add 13a and 13b)

14 TOTAL CREDITS (add 8, 9, 10, 11, 12, and 13c) $

• (Enter "0" for all categories of charges or credits for which you have no entries. Do not include schedules for these categories, but do not relabel or redesignate the schedules that are included.)

Form Adopted for Mandatory Judicial Council of California Use SUMMARY OF ACCOUNT— ProbateCal.Code,Rules§§of1060–1064,Court, rule 2620;7.575 GC-400(SUM)/GC-405(SUM) STANDARD AND SIMPLIFIED ACCOUNTS www.courtinfo.ca.gov [New January 1, 2008] (Probate—Guardianships and Conservatorships)

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