FORM M-17 [Style of Case] ANNUAL REPORT OF GUARDIAN STATE OF OKLAHOMA ) ) ss.

COUNTY OF [COUNTY] ) TO: THE DISTRICT COURT OF [COUNTY] COUNTY

The undersigned, [Name of Guardian], duly appointed [Guardian] of the person and property of [Name of Ward], respectfully submits this report of [his/her] acts and doings as [Guardian] from [Beginning Date of Report] to [Ending Date of Report]. The Guardian reports pursuant to 30 O.S. 4-303 and 30 O.S. 4-306: 1. 2. [Name of Ward], ward, resides at [Residence of Ward]. [Name of Guardian], guardian of person and property, resides at [Residence of Guardian]. The Ward, a minor, is not incapacitated, has had no significant change in capacity to manage financial resources, no change in services provided or in the relationship of those services to the guardianship plan for the management of financial resources. The guardian is not aware of any problem in the care of the Ward. I, [Name of Guardian], the Guardian of the person and property of [Name of Ward], a minor, hereby submit my annual report. a. The services currently provided to the Ward are as follows: i. ii. iii. iv. v. vi. b. c. Banking for the Ward; Legal services for the Ward; Legal services for the Guardian; Bond of the Guardian; Medical insurance for the Ward; and, Property insurance of physical assets in the Guardianship.

3. 4.

These services are provided for in current Guardianship Plan as approved by the Court. I have taken no significant action for or on behalf of the Ward since the last time I submitted a Guardianship Report.

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d. e.

There have not been any significant problems relating to the guardianship since the last time I submitted a guardianship report. The following is an accounting of all funds received and spent since the last accounting: RECEIPTS

Editors Note: Receipts must include income from all sources, including Social Security Benefits, Rent, Interest from Money Market Account, Checking Account, Certificate of Deposit DATE ITEMS OF RECEIPT AMOUNT $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 TOTAL RECEIPTS $0.00

DISBURSEMENTS
Editors Note: Include all expenses including, Filing Fee, Income Tax, Attorney, Guardian Fee, State Land Tax, Bank Account Fees, Household & Misc. Expenses, Health Insurance, Life insurance, Automobile expense, Insurance, License and Registration, Repairs and Maintenance, Education, Federal Taxes, State Income Taxes DATE ITEMS PAID OUT AMOUNT $0.00 $0.00 $0.00 $0.00 TOTAL DISBURSEMENTS $0.00

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RECAPITULATION
RECAPITULATION OF CHECKING ACCOUNT CAPITAL BALANCE FROM PRIOR REPORT TOTAL RECEIPTS FROM [BEGINNING DATE]
TO

TOTAL $0.00

[ENDING DATE]
TO

$0.00 $0.00 $0.00

LESS TOTAL DISBURSEMENTS FROM [BEGINNING DATE] CURRENT BALANCE AS OF [DATE]

[ENDING DATE]

ASSETS ON HAND
Editors Note: List balances/values for Money Market Account, Checking Account, Certificate of Deposit, Automobile, Bank Account, etc. CURRENT VALUE $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 TOTAL $0.00

DATE

TYPE OF ASSET

OTHER MATTERS 5. The guardian requests an award of fees: a. Reimbursement of fees and disbursements for the estate of the ward rendered by [Name of Attorney Preparing Report] the amount of $ [Amount of Attorney Fees] in connection with the preparation, filing and approval of this report. A guardians fee in the amount of [Percentage]% of income received, amounting to $[Amount] as provided at 30 O.S. 4-401(b).

b.

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c.

The guardians bond is in the amount of $[Amount of Bond]. The bond exceeds the assets of the estate remaining after payment of current obligations.

Whereupon, the Guardian prays for approval of [his/her] annual account.

[Name of Guardian], Guardian [Verification] [Attorneys Signature Block] [Certificate of Service]

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