The Accounting of Guardian of Property is the guardianship report that a guardian of property completes for the Circuit Court for Orange County, Florida, Probate/Mental Health Division; the Orange County Clerk of Courts publishes the PDF. It reports the ward's income and principal for one accounting period through a summary and four schedules, and it ends with a certification and a declaration under penalties of perjury. On FillingPDF you can fill out the form online and download or print the completed PDF; the official PDF is published by the Clerk at myorangeclerk.com.
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What is Accounting of Guardian of Property – Orange County, FL?
The Accounting of Guardian of Property is the court form on which a guardian reports, for a stated period, everything received, spent and held for a ward: a summary page, four schedules and a signed certification. It is captioned for the Circuit Court for Orange County, Florida, Probate/Mental Health Division, and is titled "Guardianship Report."
The form is built around a Summary with five items, each split into Income, Principal and Totals columns:
- 1. Starting Balance: assets per inventory, or on hand at the close of the last accounting period.
- 2. Receipts: the total of Schedule A.
- 3. Disbursements: the total of Schedule B.
- 4. Capital Transactions and Adjustments: the net gain or (loss) from Schedule C.
- 5. Assets on Hand at Close of Accounting Period: the amount from Schedule D.
Schedule A lists receipts and Schedule B lists disbursements, each by date, brief description of items, income and principal. Schedule C lists capital transactions and adjustments by date with net gain and net loss columns. Schedule D lists the assets on hand at the close of the period, with where each is held and its legal description, certificate numbers or other identification, plus estimated current value and carrying value, and separate totals for assets other than cash and for cash.
Every page carries the case caption, the guardianship file number (File No. 48-) and the period the accounting covers. The last page holds the certification about receipts and cancelled checks and the perjury declaration, followed by the signature blocks.
Who needs to file Accounting of Guardian of Property – Orange County, FL?
The guardian of property in a guardianship case in the Circuit Court for Orange County, Florida, Probate/Mental Health Division, completes this form to account for the ward's property. The certification speaks of "guardian(s)," and the signature area has separate lines for a Guardian and a Co-Guardian, so co-guardians sign together on the same accounting.
Other people who appear on the form:
- Attorney for Guardian(s): a signature line with a Florida Bar No., address and telephone is printed for the guardian's attorney.
- Ward (if applicable): the form provides a signature line for the ward, marked "if applicable."
The form does not list who is exempt from accounting, and it does not describe when a guardian may be excused. Questions about whether an accounting is required in a particular case go to the court or the Orange County Clerk of Courts.
This form reports the ward's property in a guardianship. It is not a tax form of any kind.
When to file Accounting of Guardian of Property – Orange County, FL
The form prints no due date. Its triggering fact is the end of an accounting period: you enter the first and last dates of the period at the top of every page (FOR PERIOD COMMENCING and THROUGH), and the starting balance on Summary item 1 is the assets on hand at the close of the last accounting period. Each accounting therefore picks up where the previous one stopped.
The certification adds two timing points. The required fee for auditing the accounting is attached when the accounting is filed, unless a court order waives it. The guardian must also keep the receipts or cancelled checks for all disbursements, with other substantiating papers, for three (3) years after the guardian's discharge.
For the date by which a given accounting must reach the court, check the court's order in your case or ask the Orange County Clerk of Courts.
Documents you need
- Payment of the required fee for auditing the accounting, attached to the accounting unless a court order waives it; the form gives no amount, so ask the Orange County Clerk of Courts.
- A court order waiving the auditing fee, only if the fee is not being attached.
- A receipt or cancelled check for every expenditure and disbursement made on behalf of the ward; the guardian keeps these for three (3) years after discharge and makes them available for inspection if the Court orders.
How to fill out Accounting of Guardian of Property – Orange County, FL
Enter the case caption and period
On the first page, enter the guardianship name after IN RE: GUARDIANSHIP OF and the file number after File No. 48-. Enter the first date of the accounting period in FOR PERIOD COMMENCING and the last date in THROUGH.
Complete the Starting Balance
Summary item 1: enter the assets per inventory, or on hand at the close of the last accounting period, in the Income, Principal and Totals columns.
List receipts on Schedule A
For each receipt, enter the date, a brief description of the item and the amount in the Income or Principal column. Carry the totals to Summary item 2 (Schedule A: Income, Principal and Sub Total).
List disbursements on Schedule B
For each disbursement, enter the date, a brief description and the amount under Income or Principal. Carry the totals to Summary item 3 (Schedule B: Income, Principal and Sub Total).
Record capital transactions on Schedule C
Enter the date and a brief description of each transaction with its Net Gain or Net Loss. Fill in TOTAL NET GAINS AND LOSSES and NET GAIN OR (LOSS), and carry the result to Summary item 4.
Describe assets other than cash
On Schedule D under ASSETS OTHER THAN CASH, list each asset with where it is held and its legal description, certificate numbers or other identification. Enter its Estimated Current Value and Carrying Value, then the OTHER ASSETS TOTAL.
Enter cash and total assets
Under CASH on Schedule D, list the cash held and enter the CASH TOTAL. Enter TOTAL ASSETS, which must agree with the Total for Item 5 on the Summary.
Finish the Summary page
Enter the Schedule D amounts in Summary item 5 (Assets on Hand at Close of Accounting Period) and check that every item and total on the Summary matches the schedules.
Complete the certification page
On the last page, fill in the accounting period dates in the declaration and the date in the Signed this day of line. Confirm that the auditing fee is attached unless a court order waives it.
Add signatures and attorney details
The Guardian and any Co-Guardian sign, and the Ward signs if applicable. If an attorney represents the guardian(s), add the Attorney for Guardian(s) signature, Florida Bar No., address and telephone.
Review and download the completed PDF
Check names, dates, amounts and totals across all pages against the declaration under penalties of perjury. Download or print the completed PDF from FillingPDF and file it as described under How to submit.
How to submit Accounting of Guardian of Property – Orange County, FL
The form names no filing channel, address or portal of its own. It is captioned for the Circuit Court for Orange County, Florida, Probate/Mental Health Division, and carries the guardianship's file number (File No. 48-), so the completed accounting belongs in that guardianship case file.
- Where the form comes from: the Orange County Clerk of Courts publishes the PDF at https://www.myorangeclerk.com/sites/default/files/2026-07/Accounting-of-Guardian-of-Property_2.pdf.
- Fee: the certification says the required fee for auditing the accounting is attached unless waived by court order. The form gives no amount or payment method, so ask the Clerk for both.
- Signatures: sign the printed form where the signature blocks appear; the perjury declaration applies to everyone who signs.
- Receipts: do not send receipts or cancelled checks unless the court orders it; the guardian keeps them and makes them available for inspection as the Court may order.
For filing details in your case, contact the Orange County Clerk of Courts. FillingPDF lets you fill out and download the PDF; submission follows the agency's channels.
Common mistakes to avoid
- Entering a Schedule D total that does not match Summary item 5; the form states the total assets must agree with the Total for Item 5.
- Leaving out the accounting period or the File No. 48- on the pages, when each page repeats the case caption and the FOR PERIOD COMMENCING and THROUGH dates.
- Putting an amount in the wrong column on Schedule A or B, when the form splits receipts and disbursements into Income and Principal.
- Listing non-cash assets on Schedule D without where they are held and a legal description, certificate numbers or other identification.
- Attaching the accounting without the auditing fee when no court order waives it.
- Signing the perjury declaration without reading and examining the whole accounting; it states the account is full, correct and complete.
- Failing to obtain a receipt or cancelled check for each disbursement, which the guardian certifies to have and to preserve for three (3) years after discharge.
- Leaving the Co-Guardian or attorney signature blocks incomplete when a co-guardian or attorney is involved, including the Florida Bar No., address and telephone.
Frequently asked questions
What is the Accounting of Guardian of Property?
It is the guardianship report a guardian of property completes for the Circuit Court for Orange County, Florida, Probate/Mental Health Division. It shows the starting balance, receipts, disbursements, capital gains or losses and assets on hand for one accounting period.
Is this an Orange County Florida property tax form?
No. The Accounting of Guardian of Property reports a ward's money and assets in a guardianship case. It is issued under the court's Probate/Mental Health Division caption and does not report or pay property tax on real estate.
Who signs the Accounting of Guardian of Property?
The Guardian signs, and so does any Co-Guardian. The form also has blocks for the Attorney for Guardian(s), with Florida Bar No., address and telephone, and a Ward signature line marked "if applicable." Everyone signs under penalties of perjury.
Do I attach receipts to the accounting?
The form does not ask you to attach them. By signing, the guardian certifies having a receipt or cancelled check for every disbursement, will keep them with other papers for three (3) years after discharge, and will make them available for inspection if the Court orders.
Is there a fee to file the accounting?
Yes, a required fee for auditing the accounting is attached unless waived by court order. The form gives no amount or payment method, so ask the Orange County Clerk of Courts for the current fee.
What must Schedule D match?
The TOTAL ASSETS on Schedule D must agree with the Total for Item 5 on the Summary page, which is Assets on Hand at Close of Accounting Period. Check this match before you sign.
Can I fill out the Accounting of Guardian of Property online?
Yes, you can fill out the PDF online on FillingPDF and download or print it. FillingPDF is independent of the Orange County Clerk of Courts and does not file the accounting; you file it through the court's channels.
How long must a guardian keep the records behind the accounting?
Three (3) years after the guardian's discharge. The certification says the guardian will preserve the receipts or cancelled checks and other substantiating papers for that period and make them available for inspection as the Court may order.
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