G-2026-TEST2
Report review package
Guardianship Annual Accounting · Dec 1, 2025 to Jan 31, 2026 · Draft. Attorney review required.
ExportedReady
Critical
0
High
0
Warnings
0
Missing support
35
Filing readiness
Statement is not reconciled
A statement has not been marked reviewed/reconciled.
Review and reconcile the statement.
Missing support: ACH WITHDRAWAL 122625 PAYPAL INST XFER ***********BILL
ACH WITHDRAWAL 122625 PAYPAL INST XFER ***********BILL
Law office should obtain an explanation and receipts for this cash withdrawal.
Missing support: ACH WITHDRAWAL 122625 PAYPAL INST XFER ***********BILL
ACH WITHDRAWAL 122625 PAYPAL INST XFER ***********BILL
Law office should identify the matching transfer offset or explain the movement.
Missing support: ACH WITHDRAWAL 122225 USAA.COM PAY INT LIFE ***********8019
ACH WITHDRAWAL 122225 USAA.COM PAY INT LIFE ***********8019
Law office should obtain an explanation and receipts for this cash withdrawal.
Missing support: ACH WITHDRAWAL 122225 PAYPAL INST XFER ***********996D
ACH WITHDRAWAL 122225 PAYPAL INST XFER ***********996D
Law office should obtain an explanation and receipts for this cash withdrawal.
Missing support: ACH WITHDRAWAL 122225 PAYPAL INST XFER ***********996D
ACH WITHDRAWAL 122225 PAYPAL INST XFER ***********996D
Law office should identify the matching transfer offset or explain the movement.
Missing support: ACH WITHDRAWAL 122625 CHASE CREDIT CRD AUTOPAY ***********5581
ACH WITHDRAWAL 122625 CHASE CREDIT CRD AUTOPAY ***********5581
Law office should obtain an explanation and receipts for this cash withdrawal.
Missing support: ACH WITHDRAWAL 121525 AFFIRM INC AFFIRM PAY ***********5532
ACH WITHDRAWAL 121525 AFFIRM INC AFFIRM PAY ***********5532
Law office should obtain an explanation and receipts for this cash withdrawal.
Missing support: ACH WITHDRAWAL 122225 SPECTRUM SPECTRUM ***********6936
ACH WITHDRAWAL 122225 SPECTRUM SPECTRUM ***********6936
Law office should obtain an explanation and receipts for this cash withdrawal.
Missing support: ACH PAYMENT TRANSFER TO LOAN 5043
ACH PAYMENT TRANSFER TO LOAN 5043
Law office should identify the matching transfer offset or explain the movement.
Missing support: ACH WITHDRAWAL 010226 PAYPAL INST XFER ***********LE_Y
ACH WITHDRAWAL 010226 PAYPAL INST XFER ***********LE_Y
Law office should obtain an explanation and receipts for this cash withdrawal.
Missing support: ACH WITHDRAWAL 010226 PAYPAL INST XFER ***********LE_Y
ACH WITHDRAWAL 010226 PAYPAL INST XFER ***********LE_Y
Law office should identify the matching transfer offset or explain the movement.
Missing support: ACH WITHDRAWAL 010526 PAYPAL INST XFER ***********YIN4
ACH WITHDRAWAL 010526 PAYPAL INST XFER ***********YIN4
Law office should obtain an explanation and receipts for this cash withdrawal.
Missing support: ACH WITHDRAWAL 010526 PAYPAL INST XFER ***********YIN4
ACH WITHDRAWAL 010526 PAYPAL INST XFER ***********YIN4
Law office should identify the matching transfer offset or explain the movement.
Missing support: ACH WITHDRAWAL 010626 APPLECARD GSBANK PAYMENT ***********6985
ACH WITHDRAWAL 010626 APPLECARD GSBANK PAYMENT ***********6985
Law office should obtain the purpose and support for this large withdrawal.
Missing support: ACH WITHDRAWAL 010626 APPLECARD GSBANK PAYMENT ***********6985
ACH WITHDRAWAL 010626 APPLECARD GSBANK PAYMENT ***********6985
Law office should obtain an explanation and receipts for this cash withdrawal.
Missing support: USAA FUNDS TRANSFER CR FROM Guillermo Rovayo CHECKING #0272, CONF# 7211672297
USAA FUNDS TRANSFER CR FROM Guillermo Rovayo CHECKING #0272, CONF# 7211672297
Law office should identify the matching transfer offset or explain the movement.
Missing support: ACH WITHDRAWAL 010826 NATIONSTAR MORTG ONLINE PMT ***********7POS
ACH WITHDRAWAL 010826 NATIONSTAR MORTG ONLINE PMT ***********7POS
Law office should obtain the purpose and support for this large withdrawal.
Missing support: ACH WITHDRAWAL 010826 NATIONSTAR MORTG ONLINE PMT ***********7POS
ACH WITHDRAWAL 010826 NATIONSTAR MORTG ONLINE PMT ***********7POS
Law office should obtain an explanation and receipts for this cash withdrawal.
Missing support: ACH WITHDRAWAL 010826 SELECT PORTFOLIO SPS ***********9490
ACH WITHDRAWAL 010826 SELECT PORTFOLIO SPS ***********9490
Law office should obtain the purpose and support for this large withdrawal.
Missing support: ACH WITHDRAWAL 010826 SELECT PORTFOLIO SPS ***********9490
ACH WITHDRAWAL 010826 SELECT PORTFOLIO SPS ***********9490
Law office should obtain an explanation and receipts for this cash withdrawal.
Missing support: ACH WITHDRAWAL 010926 US BANK LOAN ONLINE PMT ***********7POS
ACH WITHDRAWAL 010926 US BANK LOAN ONLINE PMT ***********7POS
Law office should obtain an explanation and receipts for this cash withdrawal.
Missing support: ACH WITHDRAWAL 010826 PAYPAL INST XFER ***********BILL
ACH WITHDRAWAL 010826 PAYPAL INST XFER ***********BILL
Law office should obtain an explanation and receipts for this cash withdrawal.
Missing support: ACH WITHDRAWAL 010826 PAYPAL INST XFER ***********BILL
ACH WITHDRAWAL 010826 PAYPAL INST XFER ***********BILL
Law office should identify the matching transfer offset or explain the movement.
Missing support: ACH WITHDRAWAL 121525 EL PASO ELECTRIC ELECT BILL ***********0000
ACH WITHDRAWAL 121525 EL PASO ELECTRIC ELECT BILL ***********0000
Law office should obtain an explanation and receipts for this cash withdrawal.
Missing support: ACH WITHDRAWAL 121725 PAYPAL INST XFER ***********CSLL
ACH WITHDRAWAL 121725 PAYPAL INST XFER ***********CSLL
Law office should obtain an explanation and receipts for this cash withdrawal.
Missing support: ACH WITHDRAWAL 121725 PAYPAL INST XFER ***********CSLL
ACH WITHDRAWAL 121725 PAYPAL INST XFER ***********CSLL
Law office should identify the matching transfer offset or explain the movement.
Missing support: ACH WITHDRAWAL 121725 HMF HMFUSA.com ***********1861
ACH WITHDRAWAL 121725 HMF HMFUSA.com ***********1861
Law office should obtain an explanation and receipts for this cash withdrawal.
Missing support: ACH WITHDRAWAL 122325 AAFES-ARMY ACH PYMT ***********6359
ACH WITHDRAWAL 122325 AAFES-ARMY ACH PYMT ***********6359
Law office should obtain an explanation and receipts for this cash withdrawal.
Missing support: ACH WITHDRAWAL 122325 PROG COUNTY MUT INS PREM ***********uill
ACH WITHDRAWAL 122325 PROG COUNTY MUT INS PREM ***********uill
Law office should obtain an explanation and receipts for this cash withdrawal.
Missing support: ACH WITHDRAWAL 121525 AFFIRM INC AFFIRM PAY ***********2220
ACH WITHDRAWAL 121525 AFFIRM INC AFFIRM PAY ***********2220
Law office should obtain an explanation and receipts for this cash withdrawal.
Missing support: ACH WITHDRAWAL 122225 AFFIRM.COM PAYME AFFIRM.COM ***********A9H9
ACH WITHDRAWAL 122225 AFFIRM.COM PAYME AFFIRM.COM ***********A9H9
Law office should obtain an explanation and receipts for this cash withdrawal.
Missing support: ACH WITHDRAWAL 123025 ONE GAS TEXAS PR UTIL PAYMT ***********4122
ACH WITHDRAWAL 123025 ONE GAS TEXAS PR UTIL PAYMT ***********4122
Law office should obtain an explanation and receipts for this cash withdrawal.
Missing support: ACH WITHDRAWAL 122225 PAYPAL INST XFER ***********YIN4
ACH WITHDRAWAL 122225 PAYPAL INST XFER ***********YIN4
Law office should obtain an explanation and receipts for this cash withdrawal.
Missing support: ACH WITHDRAWAL 122225 PAYPAL INST XFER ***********YIN4
ACH WITHDRAWAL 122225 PAYPAL INST XFER ***********YIN4
Law office should identify the matching transfer offset or explain the movement.
Missing support: ACH WITHDRAWAL 122225 APPLECARD GSBANK PAYMENT ***********6985
ACH WITHDRAWAL 122225 APPLECARD GSBANK PAYMENT ***********6985
Law office should obtain an explanation and receipts for this cash withdrawal.
Reconciliation
| Beginning value | $3,658.17 |
| Receipts | $10,354.17 |
| Disbursements | $11,178.93 |
| Asset increases | $0.00 |
| Asset decreases | $0.00 |
| Calculated ending value | $2,833.41 |
| Reported ending value | $2,833.41 |
| Difference | $0.00 |
Calculated ending estate value matches cash, financial accounts, and assets on hand.
Missing support matrix
| Item | Missing support | Follow-up | Amount |
|---|---|---|---|
ACH WITHDRAWAL 122625 PAYPAL INST XFER ***********BILL transaction · Dec 26, 2025 | Cash Withdrawal Explanation | Law office should obtain an explanation and receipts for this cash withdrawal. | $5.16 |
ACH WITHDRAWAL 122625 PAYPAL INST XFER ***********BILL transaction · Dec 26, 2025 | Transfer Offset | Law office should identify the matching transfer offset or explain the movement. | $5.16 |
ACH WITHDRAWAL 122225 USAA.COM PAY INT LIFE ***********8019 transaction · Dec 22, 2025 | Cash Withdrawal Explanation | Law office should obtain an explanation and receipts for this cash withdrawal. | $52.49 |
ACH WITHDRAWAL 122225 PAYPAL INST XFER ***********996D transaction · Dec 22, 2025 | Cash Withdrawal Explanation | Law office should obtain an explanation and receipts for this cash withdrawal. | $21.64 |
ACH WITHDRAWAL 122225 PAYPAL INST XFER ***********996D transaction · Dec 22, 2025 | Transfer Offset | Law office should identify the matching transfer offset or explain the movement. | $21.64 |
ACH WITHDRAWAL 122625 CHASE CREDIT CRD AUTOPAY ***********5581 transaction · Dec 26, 2025 | Cash Withdrawal Explanation | Law office should obtain an explanation and receipts for this cash withdrawal. | $384.86 |
ACH WITHDRAWAL 121525 AFFIRM INC AFFIRM PAY ***********5532 transaction · Dec 15, 2025 | Cash Withdrawal Explanation | Law office should obtain an explanation and receipts for this cash withdrawal. | $159.21 |
ACH WITHDRAWAL 122225 SPECTRUM SPECTRUM ***********6936 transaction · Dec 22, 2025 | Cash Withdrawal Explanation | Law office should obtain an explanation and receipts for this cash withdrawal. | $75.39 |
ACH PAYMENT TRANSFER TO LOAN 5043 transaction · Dec 22, 2025 | Transfer Offset | Law office should identify the matching transfer offset or explain the movement. | $709.21 |
ACH WITHDRAWAL 010226 PAYPAL INST XFER ***********LE_Y transaction · Jan 2, 2026 | Cash Withdrawal Explanation | Law office should obtain an explanation and receipts for this cash withdrawal. | $89.84 |
ACH WITHDRAWAL 010226 PAYPAL INST XFER ***********LE_Y transaction · Jan 2, 2026 | Transfer Offset | Law office should identify the matching transfer offset or explain the movement. | $89.84 |
ACH WITHDRAWAL 010526 PAYPAL INST XFER ***********YIN4 transaction · Jan 5, 2026 | Cash Withdrawal Explanation | Law office should obtain an explanation and receipts for this cash withdrawal. | $19.78 |
ACH WITHDRAWAL 010526 PAYPAL INST XFER ***********YIN4 transaction · Jan 5, 2026 | Transfer Offset | Law office should identify the matching transfer offset or explain the movement. | $19.78 |
ACH WITHDRAWAL 010626 APPLECARD GSBANK PAYMENT ***********6985 transaction · Jan 6, 2026 | Large Withdrawal Explanation | Law office should obtain the purpose and support for this large withdrawal. | $2,033.56 |
ACH WITHDRAWAL 010626 APPLECARD GSBANK PAYMENT ***********6985 transaction · Jan 6, 2026 | Cash Withdrawal Explanation | Law office should obtain an explanation and receipts for this cash withdrawal. | $2,033.56 |
USAA FUNDS TRANSFER CR FROM Guillermo Rovayo CHECKING #0272, CONF# 7211672297 transaction · Jan 7, 2026 | Transfer Offset | Law office should identify the matching transfer offset or explain the movement. | $927.23 |
ACH WITHDRAWAL 010826 NATIONSTAR MORTG ONLINE PMT ***********7POS transaction · Jan 8, 2026 | Large Withdrawal Explanation | Law office should obtain the purpose and support for this large withdrawal. | $2,113.33 |
ACH WITHDRAWAL 010826 NATIONSTAR MORTG ONLINE PMT ***********7POS transaction · Jan 8, 2026 | Cash Withdrawal Explanation | Law office should obtain an explanation and receipts for this cash withdrawal. | $2,113.33 |
ACH WITHDRAWAL 010826 SELECT PORTFOLIO SPS ***********9490 transaction · Jan 8, 2026 | Large Withdrawal Explanation | Law office should obtain the purpose and support for this large withdrawal. | $1,854.47 |
ACH WITHDRAWAL 010826 SELECT PORTFOLIO SPS ***********9490 transaction · Jan 8, 2026 | Cash Withdrawal Explanation | Law office should obtain an explanation and receipts for this cash withdrawal. | $1,854.47 |
ACH WITHDRAWAL 010926 US BANK LOAN ONLINE PMT ***********7POS transaction · Jan 9, 2026 | Cash Withdrawal Explanation | Law office should obtain an explanation and receipts for this cash withdrawal. | $500.00 |
ACH WITHDRAWAL 010826 PAYPAL INST XFER ***********BILL transaction · Jan 8, 2026 | Cash Withdrawal Explanation | Law office should obtain an explanation and receipts for this cash withdrawal. | $7.57 |
ACH WITHDRAWAL 010826 PAYPAL INST XFER ***********BILL transaction · Jan 8, 2026 | Transfer Offset | Law office should identify the matching transfer offset or explain the movement. | $7.57 |
ACH WITHDRAWAL 121525 EL PASO ELECTRIC ELECT BILL ***********0000 transaction · Dec 15, 2025 | Cash Withdrawal Explanation | Law office should obtain an explanation and receipts for this cash withdrawal. | $185.00 |
ACH WITHDRAWAL 121725 PAYPAL INST XFER ***********CSLL transaction · Dec 17, 2025 | Cash Withdrawal Explanation | Law office should obtain an explanation and receipts for this cash withdrawal. | $86.39 |
ACH WITHDRAWAL 121725 PAYPAL INST XFER ***********CSLL transaction · Dec 17, 2025 | Transfer Offset | Law office should identify the matching transfer offset or explain the movement. | $86.39 |
ACH WITHDRAWAL 121725 HMF HMFUSA.com ***********1861 transaction · Dec 17, 2025 | Cash Withdrawal Explanation | Law office should obtain an explanation and receipts for this cash withdrawal. | $312.21 |
ACH WITHDRAWAL 122325 AAFES-ARMY ACH PYMT ***********6359 transaction · Dec 23, 2025 | Cash Withdrawal Explanation | Law office should obtain an explanation and receipts for this cash withdrawal. | $300.00 |
ACH WITHDRAWAL 122325 PROG COUNTY MUT INS PREM ***********uill transaction · Dec 23, 2025 | Cash Withdrawal Explanation | Law office should obtain an explanation and receipts for this cash withdrawal. | $56.17 |
ACH WITHDRAWAL 121525 AFFIRM INC AFFIRM PAY ***********2220 transaction · Dec 15, 2025 | Cash Withdrawal Explanation | Law office should obtain an explanation and receipts for this cash withdrawal. | $17.84 |
ACH WITHDRAWAL 122225 AFFIRM.COM PAYME AFFIRM.COM ***********A9H9 transaction · Dec 22, 2025 | Cash Withdrawal Explanation | Law office should obtain an explanation and receipts for this cash withdrawal. | $53.54 |
ACH WITHDRAWAL 123025 ONE GAS TEXAS PR UTIL PAYMT ***********4122 transaction · Dec 30, 2025 | Cash Withdrawal Explanation | Law office should obtain an explanation and receipts for this cash withdrawal. | $50.00 |
ACH WITHDRAWAL 122225 PAYPAL INST XFER ***********YIN4 transaction · Dec 22, 2025 | Cash Withdrawal Explanation | Law office should obtain an explanation and receipts for this cash withdrawal. | $19.78 |
ACH WITHDRAWAL 122225 PAYPAL INST XFER ***********YIN4 transaction · Dec 22, 2025 | Transfer Offset | Law office should identify the matching transfer offset or explain the movement. | $19.78 |
ACH WITHDRAWAL 122225 APPLECARD GSBANK PAYMENT ***********6985 transaction · Dec 22, 2025 | Cash Withdrawal Explanation | Law office should obtain an explanation and receipts for this cash withdrawal. | $833.86 |
Unresolved exceptions
Transfer without offset
Warning · Open
Transaction warning status
Info · Open
Imported transaction not reviewed
Warning · Open
Transfer without offset
Warning · Open
Transaction warning status
Info · Open
Imported transaction not reviewed
Warning · Open
Transaction warning status
Info · Open
Imported transaction not reviewed
Warning · Open
Transaction warning status
Info · Open
Imported transaction not reviewed
Warning · Open
Transaction warning status
Info · Open
Imported transaction not reviewed
Warning · Open
Transfer without offset
Warning · Open
Transfer without offset
Warning · Open
Transfer without offset
Warning · Open
Transaction warning status
Info · Open
Imported transaction not reviewed
Warning · Open
Transfer without offset
Warning · Open
Transaction warning status
Info · Open
Imported transaction not reviewed
Warning · Open
Transfer without offset
Warning · Open
Transaction warning status
Info · Open
Imported transaction not reviewed
Warning · Open
Transfer without offset
Warning · Open
Transaction warning status
Info · Open
Imported transaction not reviewed
Warning · Open
Transaction warning status
Info · Open
Imported transaction not reviewed
Warning · Open
Transaction warning status
Info · Open
Imported transaction not reviewed
Warning · Open
Transfer without offset
Warning · Open
Unreconciled statement
Info · Open
AI classification status
No classification suggestions for this matter.
Internal follow-up questions
Questions are for law-office review and manual use only. The system does not send email or create client access.
No internal follow-up questions drafted.
Source trace and exports
HTML review package JSON workpaper CSV missing support CSV line items CSV readiness issues Markdown questions
| Line item | Source | Support | Amount |
|---|---|---|---|
| Beginning cash and financial account values | Financial Account Summary | Missing source | $3,658.17 |
| USAA Federal Savings Bank 4604 - USAA Federal Savings Bank | Financial Account · 0e273ce3-461e-4823-89f9-e247a14ff0d5 | f43ccaab-8329-456b-846d-b220039e7e34 | $2,833.41 |
| Other disbursements | Transaction · 4aeb9fde-addd-46cd-9a1a-f2bbd894c75e | January USAA | $5.16 |
| Other disbursements | Transaction · 1d0e02ac-9ae5-4d22-b7e6-4697a525b464 | January USAA | $25.55 |
| Medical payments | Transaction · 2860b706-8bb7-4656-8135-a4b93cf738b1 | January USAA | $52.49 |
| SSA / Treasury deposits | Transaction · 918ca8a2-53c6-4ffa-9f0c-22d572b35af4 | January USAA | $3,494.26 |
| Other disbursements | Transaction · c046ce02-0409-4291-9579-578925f74dad | January USAA | $48.22 |
| Care facility payments | Transaction · 95c54167-fd58-4459-85f1-d2b7cf80ba80 | January USAA | $21.64 |
| Service fees | Transaction · 12369de3-3608-43d6-9bb2-ed75db03d602 | January USAA | $384.86 |
| Other disbursements | Transaction · 7d624fd4-027e-4dfd-a40c-7202d4b30251 | January USAA | $159.21 |
| Other disbursements | Transaction · 54810535-3cf3-47cc-858b-96c88fe6a6e6 | January USAA | $36.95 |
| Medical payments | Transaction · 2cefa6d7-d62a-44f7-bcb3-de3c216d64a3 | January USAA | $50.00 |
| Care facility payments | Transaction · 7e3a9ab8-4d34-43cc-9edd-9d53a5df518d | January USAA | $510.48 |
| Care facility payments | Transaction · 4620cf25-e3c7-4174-b887-ed82f41459b6 | January USAA | $75.39 |
| Care facility payments | Transaction · f0ada7f5-920b-46b8-a380-cc08f9072107 | January USAA | $709.21 |
| Care facility payments | Transaction · 6ddcf232-37a9-44f4-b587-e6bed41318c8 | January USAA | $89.84 |
| Other disbursements | Transaction · 075c9d41-c326-4912-afe2-bdd3ce9bab66 | January USAA | $19.78 |
| Pension deposits | Transaction · 77fc8d45-c9ea-46c8-a26e-379e67d46d1f | January USAA | $1,714.91 |
| Other receipts | Transaction · 7f3e9245-caea-4346-b0e3-6b14deeee7e3 | January USAA | $2,033.56 |
| Other disbursements | Transaction · c5032e2d-3a21-4076-933c-6b732d822992 | January USAA | $117.35 |
| Care facility payments | Transaction · 14c8bee1-e7fa-4c57-a8b4-cc2649458b66 | January USAA | $77.94 |
| Transfers | Transaction · a30036ca-8be1-49a3-8639-9f38730b32c4 | January USAA | $927.23 |
| Care facility payments | Transaction · f0c0b322-a325-4fa9-9c00-f84782b129ea | January USAA | $0.99 |
| Care facility payments | Transaction · b34a7a5c-daf6-46d5-a55b-ef2e287b55fe | January USAA | $2,113.33 |
| Medical payments | Transaction · c6250072-a5ec-4b4b-bacb-5f9fc85f9803 | January USAA | $15.00 |
| Care facility payments | Transaction · cdf57a8d-a757-467f-bcab-a2e286919736 | January USAA | $1,854.47 |
| Care facility payments | Transaction · 49596e86-1b44-4f92-b81b-12a6712d88ce | January USAA | $500.00 |
| Other disbursements | Transaction · 5e97a3e9-1077-4181-a0fa-e8c00f5080be | January USAA | $9.99 |
| Other receipts | Transaction · c515539c-d5eb-4d22-8047-17bd93ce431f | January USAA | $0.03 |
| Other disbursements | Transaction · 6508494e-d505-4c52-be7e-90533bf28736 | January USAA | $86.59 |
| Other disbursements | Transaction · 44e8ef2b-9bc6-4572-8126-bfdd39c0ae50 | January USAA | $7.57 |
| SSA / Treasury deposits | Transaction · 0f1d339b-a0c8-43dd-911b-a5335be7a775 | January USAA | $3,413.98 |
| Other disbursements | Transaction · 919e9936-eb5a-47b7-a990-41821e56e30c | January USAA | $45.65 |
| Care facility payments | Transaction · 2c92225e-3bc2-40bd-84e4-f69bf03e5b3d | January USAA | $185.00 |
| Other disbursements | Transaction · 67fb8509-b3d9-483c-af52-aed3136567a5 | January USAA | $86.39 |
| Service fees | Transaction · 79a00b68-29f7-4f39-8db9-7bd1aa8b86d1 | January USAA | $312.21 |
| Other disbursements | Transaction · 84ea9db2-c18b-4a4c-b80a-37a1da22d952 | January USAA | $45.54 |
| Other receipts | Transaction · c1f51c6b-c800-4f90-8e27-dbbcc3ac7b1a | January USAA | $48.92 |
| Other disbursements | Transaction · cd2888dc-203b-4312-9893-b221c6e1d3c5 | January USAA | $114.91 |
| Pension deposits | Transaction · 755ff962-7107-44e5-9492-dcd5e30a656d | January USAA | $754.84 |
| Care facility payments | Transaction · cf8fc843-4443-4241-8f29-f5f95e37d167 | January USAA | $300.00 |
| Medical payments | Transaction · 2376769f-89f6-46f6-a69f-3bbcb581a316 | January USAA | $56.17 |
| Other disbursements | Transaction · faf331bb-f36c-4629-b27c-ccf01d8a20ac | January USAA | $52.47 |
| Other disbursements | Transaction · c7d089fa-9c87-462a-ab8c-66d4738f4fd0 | January USAA | $17.84 |
| Other disbursements | Transaction · 24f75497-e2d3-4969-a85b-6c182af15989 | January USAA | $53.54 |
| Care facility payments | Transaction · 00e4879b-9907-4983-bab8-048cca5f94cc | January USAA | $50.00 |
| Other disbursements | Transaction · 2122f8e1-3c30-4c91-944c-8002f9633fd4 | January USAA | $19.78 |
| Service fees | Transaction · 24181919-780d-4479-a431-fb344ff9a23c | January USAA | $833.86 |
| Claims allowed | Claim Summary | Missing source | $0.00 |
| Claims paid | Claim Summary | Missing source | $0.00 |
| Debts or liabilities remaining unpaid | Liability Summary | Missing source | $0.00 |
| Personal property on hand | Asset Summary | Missing source | $0.00 |
| Calculated ending estate value | Calculation | Missing source | $2,833.41 |
| Reported estate value on hand | Calculation | Missing source | $2,833.41 |
| Difference | Calculation | Missing source | $0.00 |
| Draft. Attorney review required. | Template | Missing source | $0.00 |
| Draft proposed order placeholder. Attorney review required. | Template | Missing source | $0.00 |