← FORMVANA NC FORMS
VIEW ALL FORMS →
01
GUARDIAN & WARD INFORMATION
02
ACCOUNTING PERIOD
03
INCOME RECEIVED DURING PERIOD
$0.00
04
DISBURSEMENTS DURING PERIOD
$0.00
05
BALANCE SUMMARY
$0.00
$0.00
$0.00
$0.00
06
CERTIFICATION & OATH
By generating this document, you certify that the foregoing account is, to the best of your knowledge and belief, a true and complete statement of all receipts and disbursements by you as Guardian of the Estate of the above-named ward during the period stated, that the balance shown is currently on hand, and that receipts are attached as required by law.
FILING COUNTY
— Select above —
⚡ AUTO-FILL FROM CLIO
On Clio? Connect cLAWde and load any guardianship matter in one click — ward name, case number, and county auto-populate instantly.
OPEN CLAWDE VERSION →STATUTORY REFERENCE
G.S. 35A-1264Annual accounts required
G.S. 35A-1265Clerk review & approval
G.S. 35A-1266Exceptions and objections
G.S. 35A-1290Guardian compensation
FILING REQUIREMENTS
- Annual Account must be filed each year on the anniversary of the guardian's appointment
- File with the Clerk of Superior Court where the guardianship is pending
- Attach all receipts, bank statements, and cancelled checks for disbursements
- The Clerk reviews and may approve, reject, or require additional information
- Failure to file may result in removal as guardian
CLERK REVIEW PROCESS
- Clerk reviews the account within a reasonable time after filing
- Interested parties have 30 days to file exceptions after the Clerk's statement
- Clerk may require the guardian to appear and explain any item
- Court hearing may be set if exceptions are filed
NEED AN ATTORNEY?
- Annual accounting is a fiduciary duty — errors can result in personal liability
- Barker Richardson, PLLC →
- Official NC AOC Forms →