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Periodic Or Final Settlement Of Guardian Or Conservator For Minor Or Disabled Person 856 - Kentucky

Periodic Or Final Settlement Of Guardian Or Conservator For Minor Or Disabled Person Form. This is a Kentucky form and can be used in Guardian-Conservator Statewide .
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AOC-856 Rev. 10-12 Page 1 of 2 Doc. Code: SET COM M O CO NW E A LT H O F K E lex et justitia Case No. ____________________ District Court _______________________ County ______________________ Commonwealth of Kentucky Court of Justice www.courts.ky.gov KRS 387.175, 387.670, 387.710 395.610-.657; 395.990 U RT OF JUS TI Periodic/Final Settlement of Guardian/Conservator For [ ] Minor [ ] Disabled Person Notice to Guardian/Conservator: File this Settlement one (1) year after appointment and annually thereafter. If the net estate is $5,000 or less, file this Settlement every two (2) years after the original report. IN RE: Estate of ___________________________________________, a [ ] Minor under 18 [ ] Disabled Person. Comes ______________________________________________, appointed as [ ] Guardian [ ] Conservator of the above estate on ____________________, 2____. This [ ] Periodic [ ] Final Settlement indicates, by itemized statement and supported by receipts and vouchers, the assets received and disbursements made since the Inventory or last Settlement was filed. It is submitted pursuant to: [ ] KRS 387.710 OR [ ] KRS 387.175, 395.610 - 395.657 and 395.990 ASSETS & INVESTMENTS (Include anything of value to the estate including government benefits, Social Security and SSI pension plan benefits, savings and checking accounts, certificates of deposit, all personal property, rents from real estate, and proceeds from the sale of real estate and personal property. Attach additional sheets of paper if necessary). ITEM _______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________ TOTAL ASSETS RECEIVED: DISBURSEMENTS _______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________ TOTAL DISBURSEMENTS MADE: BALANCE ASSETS LESS DISBURSEMENTS: $ $ $ $ AMOUNT ____________ ____________ ____________ ____________ ____________ ____________ ____________ AMOUNT ____________ ____________ ____________ ____________ ____________ ____________ ____________ ____________ C E For Periodic Settlements - carry balance forward to next report. For Final Settlements - indicate to whom balance was paid and attach receipt. NT U C KY $ _________________ American LegalNet, Inc. www.FormsWorkFlow.com AOC 856 Doc. Code: SET Rev. 10-12 Case No. ____________________________ Page 2 of 2 IN PERIODIC SETTLEMENTS: PLAN FOR PRESERVING AND MAINTAINING ESTATE (not to be filled out if estate has net value of $5,000 or less) _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ IN FINAL SETTLEMENTS: UNPAID CREDITORS - ALLOWED CLAIMS ___________________________________________________________________________ ___________________________________________________________________________ ___________________________________________________________________________ ___________________________________________________________________________ ___________________________________________________________________________ ___________________________________________________________________________ TOTAL CREDITORS - DISALLOWED CLAIMS ___________________________________________________________________________ ___________________________________________________________________________ ___________________________________________________________________________ ___________________________________________________________________________ ___________________________________________________________________________ ___________________________________________________________________________ TOTAL $ $ $ $ AMOUNT ____________ ____________ ____________ ____________ ____________ ____________ ____________ AMOUNT ____________ ____________ ____________ ____________ ____________ ____________ ____________ Above-named Guardian/Conservator submits this Settlement to the Court, and if a Final Settlement, asks that the Surety be discharged. ___________________________________ Date ___________________________________ Guardian's Phone Number ______________________________________________ Guardian/Conservator Signature ______________________________________________ ______________________________________________ Address Subscribed and sworn before me on ________________________, 2_____. My commission expires: ______________________, 2_____. ___________________________________________________ Name/Title
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