CHECKLIST FOR USE BY GUARDIAN ATTORNEYS

AND GUARDIANS OF PROPERTY

 

________ Does the Annual Accounting/Initial Inventory have ORIGINAL
signature(s) of  Guardian(s)?

 

________ Has the required audit fee been attached?

 

________ checks for audit fees and certified copies should not be combined.

 

________ is the INITIAL inventory valued as of the date of letters of guardianship?

 

________ does the starting balance on the annual accounting agree with the
initial inventory or the prior annual accounting?

 

________ has a list of assets on hand at close of accounting period been
provided with the annual accounting?

 

________ have bank statements or other documentary evidence of all of the
ward's cash assets been provided?

 

________ do the bank statements or other documentary evidence COVERS
the applicable time period?  (letters of guardianship date for the initial
inventory; ending of period date for the annual accounting).

the checklist above has been prepared in an attempt to reduceThe following:

1. COURT ORDERS DISAPPROVING ANNUAL ACCOUNTINGS AND INITIAL INVENTORIES.

2. THE RETURN OF ANNUAL ACCOUNTINGS AND INITIAL INVENTORIES
BY GUARDIANSHIP AUDIT.

3. CORRESPONDENCE FROM GUARDIANSHIP AUDIT TO THE ATTORNEYS
AND THE GUARDIANS.

4. RESPONSES FROM THE ATTORNEYS AND GUARDIANS TO
GUARDIANSHIP AUDIT.

5. THE FILING OF AMENDED ACCOUNTINGS AND AMENDED INITIAL INVENTORIES.

 

THE USE OF THIS CHECKLIST WILL MAKE PREPARATION AND THE AUDITING PROCESS EASIER FOR ALL PARTIES CONCERNED. YOUR COOPERATION WILL BE GREATLY APPRECIATED.

 

A.L. FLAR
PROBATE GUARDIANSHIP AUDITOR