Get (rule 10-708(a))

Completing the Rule 10-708(a) form is an essential part of managing a fiduciary account for minors or persons with disabilities. This guide will provide you with clear, step-by-step instructions to help you fill out the form accurately and efficiently.

Follow the steps to fill out the form successfully

1. Click the ‘Get Form’ button to access and open the Rule 10-708(a) form in your preferred online editor.
2. In the first section, fill in the details regarding the case, including the location of the court, case number, and the name of the minor or person with a disability you are representing.
3. Next, indicate your role as the fiduciary by selecting 'Guardian of the Property.' Specify the period of the account by providing the start and end dates.
4. Complete the inventory section by listing the assets of the fiduciary estate. Enter values for each category: Real Estate, Cash & Cash Equivalents, Personal Property, Stocks, Bonds, and Other. Ensure the total value is calculated accurately.
5. Detail any changes in the assets since the last account. Document any purchases, sales, transfers, or loans related to estate assets in the designated area.
6. In the income section, record the date received, type of income, source, and amount for all income generated during the account period. Make sure to total these amounts.
7. For disbursements, list the date of payment, who was paid, the amount, and the payment purpose. Include totals for disbursements.
8. In the assets added and deleted sections, provide details on transactions. For assets added, include the date, description, gross purchase price, and any other relevant values. For assets deleted, indicate the selling price, costs, carrying value, and any gain or loss realized.
9. Complete the summary section by totaling income, disbursements, and the changes in assets. Ensure to carry forward the summary of the fiduciary estate to the next account.
10. Finally, provide the required verification by affirming the document's accuracy. Sign, date, and include your contact information, as well as any details for your attorney if applicable.
11. Once all fields are completed, save your changes. You can choose to download, print, or share the completed form as needed.

Complete your Rule 10-708(a) form online today and ensure your fiduciary obligations are met accurately.