Form Cc Dr 92 PDF Details

When an individual assumes the responsibility of guardianship, particularly over someone else's property, they enter into a role that demands meticulous record-keeping and transparency. Among the tools designed for this oversight is the CC-DR 92 form, a crucial document for guardians managing property interests on behalf of another. This form, titled "Annual Fiduciary Report," serves as a comprehensive account of the fiduciary activities over a given period, detailing the estate's assets, income, disbursements, and net income or loss. It covers various asset types, from real estate and bank accounts to personal property, stocks, and bonds, and demands an accurate representation of each, including their estimated fair market value and any associated debts or liens. Additionally, the form records all financial activities related to the estate, such as collected incomes and made disbursements, providing a clear picture of the fiduciary's management effectiveness. By compiling this information annually, the form not only ensures guardians are appropriately fulfilling their duties but also offers transparency and accountability within the guardianship arrangement. As a requirement in Circuit Court for specific jurisdictions, the CC-DR 92 form underscores the legal and ethical standards expected of those in fiduciary roles, supporting the protection and responsible management of the property under guardianship.

QuestionAnswer
Form NameForm Cc Dr 92
Form Length5 pages
Fillable?No
Fillable fields0
Avg. time to fill out1 min 15 sec
Other namesannual fiduciary report fill, md fiduciary report, maryland court fiduciary, md court fiduciary

Form Preview Example

Circuit Court for

In the Matter of

Case No.

City or County

Name of person for whom guardianship is sought

Petitioner:

Street Address

Apt # PO Box

()

City

State

Zip Code

Area

Telephone

 

 

 

Code

 

ANNUAL FIDUCIARY REPORT

I,

 

, make this

 

Guardian of the Property

periodic

final Fiduciary's Report for the

period from

 

to

 

.

 

Date

 

Date

Part I.

 

 

 

THE FIDUCIARY ESTATE now consists of the following assets: (Attach additional sheets, if necessary. State amount of any mortgages, liens, or other indebtedness, but do not deduct when determining estimated fair market value.)

A.REAL ESTATE (State location, liber/folio, balance of mortgage and name of lender, if any)

Location

Liber/Reference

Balance of Mortgage

Name of Lender

Est. Fair Market

Value

B.CASH AND CASH EQUIVALENT (State the name of financial institution, account number and type of account) (Attach Photocopies of Statements)

Name of Bank

Account Number

Type of Account

Present Fair Market Value

CC-DR 92 (7/2009)

Page 1 of 5

C.PERSONAL PROPERTY (Itemize motor vehicles, regardless of value. Describe all other property generally if total value is $1,500; state amount of any lien; itemize, if total value is over $1,500)

Description of Property

Estimated Fair Market Value

D.STOCKS (State number and class of shares, name of corporation)

No. and Class of Share

Name of Company

Stock Value

Present Fair Market Value

E.BONDS (State face value, name of issuer, interest rate, maturity date)

Name of Issuer

Interest Rate

Face Value

Maturity Date

Present Fair Market Value

CC-DR 92 (7/2009)

Page 2 of 5

F.OTHER (Describe generally, e.g. debts owned to estate, partnerships, cash value of life insurance policies, etc.)

Description

Estimated Fair Market Value

Part II. The following was collected and disbursements were made: (attach additional sheets, if necessary)

A.INCOME (e.g. pension, social security, rent, annuities, dividends, interests, refunds)

Source Of Income

Amount

TOTAL RECEIPTS

CC-DR 92 (7/2009)

Page 3 of 5

B.DISBURSEMENTS (State to whom paid and purpose of payment)

Summary Of Disbursements

Amount

TOTAL DISBURSEMENTS

C.SUMMARY

Total Income:

Total Disbursements:

Net Income / (loss):

Part III. The following changes in the assets of the Fiduciary's Estate have occurred since the last account: (Attached additional sheets, if necessary.)

A.ASSETS

Date

Description of Transaction

Gross Purchase Price

Value at Date of Acquisition if Other

than by Purchase

CC-DR 92 (7/2009)

Page 4 of 5

B.ASSETS DELETED OR SOLD

Date

Description of

Transaction

Gross Proceeds

Selling Costs

Carrying Value

Gain / (Loss)

 

 

 

 

 

 

 

 

A summary of the Fiduciary's Estate is as follows:

 

Value report on Inventory

Value report on this

Type of Property

Report or last Fiduciary Report

Fiduciary Report

a.Real Estate

b.Cash & Equivalent

c.Personal Property

d.Stocks

e.Bonds

f.Other

Total

The Fiduciary bond, if any, which has been filed in this action in the amount of $

 

.

VERIFICATION

I do solemnly declare and affirm under the penalties of perjury that the contents of the foregoing inventory are true and correct to the best of my knowledge, information and belief.

Signature of the Fiduciary

 

 

 

 

 

 

Date

 

Signature of the Fiduciary

 

 

 

 

 

 

 

Date

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Print Name of Fiduciary

 

 

 

 

 

 

 

 

Print Name of Fiduciary

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Street Address

 

 

 

Apt # PO Box

Street Address

 

 

 

 

 

Apt # PO Box

 

 

(

)

 

 

 

 

 

 

 

 

(

)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City

State

Zip Code

Area

 

Telephone

City

State

Zip Code

Area

 

 

 

Telephone

 

 

 

Code

 

 

 

 

 

 

 

 

Code

 

 

 

 

 

CC-DR 92 (7/2009)

Page 5 of 5

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This PDF form needs some specific details; to ensure accuracy and reliability, please be sure to pay attention to the recommendations further down:

1. The maryland court fiduciary needs certain details to be typed in. Make certain the following blanks are complete:

Stage number 1 of filling in fiduciary report

2. The next step is usually to fill in the following blanks: Location, LiberReference, Balance of Mortgage, Name of Lender, Est Fair Market, Value, B CASH AND CASH EQUIVALENT State, Name of Bank, Account Number, Type of Account, Present Fair Market Value, CCDR, and Page of.

Stage # 2 for submitting fiduciary report

3. This part is going to be easy - complete all the form fields in Description of Property, Estimated Fair Market Value, and D STOCKS State number and class of to complete this process.

Part # 3 of completing fiduciary report

4. This next section requires some additional information. Ensure you complete all the necessary fields - No and Class of Share, Name of Company, Stock Value, Present Fair Market Value, E BONDS State face value name of, Name of Issuer, Interest Rate, Face Value, Maturity Date Present Fair Market, CCDR, and Page of - to proceed further in your process!

Stock Value, E BONDS State face value name of, and Name of Issuer in fiduciary report

5. The very last notch to finalize this document is crucial. You need to fill out the displayed blank fields, including Description, Estimated Fair Market Value, Part II The following was, and A INCOME eg pension social, prior to finalizing. In any other case, it could result in a flawed and probably invalid paper!

Step # 5 in completing fiduciary report

Be really attentive while filling out Part II The following was and Description, because this is where a lot of people make errors.

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