Colorado > Statewide > Probate
Conservators Inventory With Financial Plan And Motion For Approval JDF 882 - Colorado
| Conservators Inventory With Financial Plan And Motion For Approval Form. This is a Colorado form and can be used in Probate Statewide . |
|
||||||
 Get this form for FREE as a print-only pdf |
|||||||
|
District Court Denver Probate Court ___________________ County, Colorado Court Address: In the Interest of: COURT USE ONLY Case Number: Protected Person Attorney or Party Without Attorney (Name and Address): Phone Number: FAX Number: E-mail: Atty. Reg. #: Division Courtroom CONSERVATOR'S INVENTORY WITH FINANCIAL PLAN AND MOTION FOR APPROVAL DATE OF APPOINTMENT _____________ (MM/DD/YYYY) INVENTORY VALUES AS OF DATE _____________ (MM/DD/YYYY) FILING DUE DATE ________________ (MM/DD/YYYY) I (name of Conservator), move this Court to approve this Initial Amended Conservator's Inventory with Financial Plan. As grounds therefore, the Conservator states the following: 1. The information contained in the Inventory with Financial Plan is true and complete. The proposed plan is necessary to protect and manage the income and assets of the protected person. 2. The Financial Plan is based on the actual needs and best interest of the Protected Person. I understand that I am required to maintain supporting documentation for all receipts and disbursements including detailed billing statements from any professional. The Court or any Interested Person as identified in the Order Appointing Conservator may request copies at any time. I understand that I must provide copies of this Inventory with Financial Plan to the Protected Person and any others as identified in the Order Appointing Conservator, within 10 days of filing with the Court and will indicate having done so by completing the Certificate of Service at the end of this form. (§ 15-14-404(4), C.R.S.) This matter is routine and expected to be unopposed. filing JDF 712. I will set this matter on the Non-Appearance docket by OR I will set this matter for hearing on the appearance docket. Notice to Interested Persons. Interested persons have the responsibility to protect their own rights and interests within the time and in the manner provided by the Probate Code, including the appropriateness of disbursements, the compensation of fiduciaries, attorneys, and others, and the distribution of estate assets. Interested persons may file an objection with the Court. The Court may not review or adjudicate these or other matters unless specifically requested to do so by an interested person. JDF 882 R7-12 CONSERVATOR'S INVENTORY WITH FINANCIAL PLAN AND MOTION FOR APPROVAL © 2012 Colorado Judicial Department for use in the Courts of Colorado Page 1 of 8 American LegalNet, Inc. www.FormsWorkFlow.com Protected Person's Information: Current Address: (Include Name of Living Center or Nursing Home) City: Telephone Number: State: Age: Zip Code: (Name) Conservator's Information: (Name) Do you expect to receive any fees for being the Conservator? Yes No If Yes, indicate hourly rate: $ Occupation: Address: City: Telephone Numbers: Home E-Mail Address: State: Work Your Relationship to Protected Person: Apt. # Zip Code: Cell If applicable, Co-Conservator's Information: (Name) Do you expect to receive any fees for being the Conservator? Yes No If Yes, indicate hourly rate: $ Occupation: Address: City: Telephone Numbers: Home E-Mail Address: State: Work Your Relationship to Protected Person: Apt. # Zip Code: Cell Part I Summary of Inventory Summarize the Inventory below after completing the detailed accounting information in Parts III and IV. (A) (B) Total Assets (Total from Part III) Total Liabilities/Debt (Total from Part IV) $ _____________ $ _____________ $ _____________ Net Worth: (A) minus (B) Part II Summary of Financial Plan (Receipts/Income Minus Disbursements/Expenses) Summarize the Financial Plan below after completing the detailed accounting information in Part V. Projected Monthly Amount (A) (B) Receipts/Income (Total from Part V (A) below) Disbursements/Expenses (Total from Part V (B) below) Projected Annual Amount $ _____________ $ _____________ $ _____________ $ _____________ $ _____________ $ _____________ Net Income: (A) minus (B) JDF 882 R7-12 CONSERVATOR'S INVENTORY WITH FINANCIAL PLAN AND MOTION FOR APPROVAL © 2012 Colorado Judicial Department for use in the Courts of Colorado Page 2 of 8 American LegalNet, Inc. www.FormsWorkFlow.com Part III Inventory of Assets Report the fair market value of each category of asset in the chart below as of the Inventory date. By indicating "None", you are stating affirmatively that the protected person does not have assets in that category. Note: If additional space is needed, separate sheets may be used. If additional items are discovered after the initial inventory has been completed, a supplemental inventory listing those additional item(s) must be completed. Cash on Hand, Bank, Checking, Savings, Certificate of Deposits, and Health Accounts (Name of Bank or Financial Institution) Type of Account Account # (last 4digits only) $ Balance None Total Stocks, Bonds, Mutual Funds, Securities and Investment Accounts $ Number of Shares or Identify Account Number (last 4-digits only) Current Value None $ Total Life Insurance (Name of Company/Beneficiary) Type of Policy $ Face Amount of Policy $ Cash Value None Total Pension, Profit Sharing, Annuities and Retirement Funds Type of Plan (401(k), IRA, 457, PERA, Military, etc.) $ Account # (last 4-digits only, if applicable) None Current Account Value (Note: List monthly or annual distributions in Part V, below) $ Total $ JDF 882 R7-12 CONSERVATOR'S INVENTORY WITH FINANCIAL PLAN AND MOTION FOR APPROVAL © 2012 Colorado Judicial Department for use in the Courts of Colorado Page 3 of 8 American LegalNet, Inc. www.FormsWorkFlow.com Motor Vehicles and Recreation Vehicles (Including Motorcycles, ATV's, Boats, etc.) Year Make and Model Estimated Value Value = what you could sell it for in its current condition. None $ Total Real Estate (Indicate address) $ Type of Property (Home, Rental, Land, etc.) Estimated Value Value = what you could sell it for in its current condition. None $ Total General Household and Other Personal Property. $ Estimated Value Value = what you could sell it for in its current condition. None General Household and Other Personal Property (Total value except for items listed below.) Separately list and value items of significant value below, for example: Jewelry, Antiques, Collectibles, Artwork, etc. $ Total Miscellaneous Assets (List each one separately and be specific.) $ Estimated Value Value = what you could sell it for in its current condition. None $ Total $ $ Total Assets Enter this amount in Part I. JDF 882 R7-12 CONSERVATOR'S INVENTORY
|
|||||||
