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Motion And Order To Transfer Funds And Close Conservatorship (Less Than $4000) - Oregon
| Motion And Order To Transfer Funds And Close Conservatorship (Less Than $4000) Form. This is a Oregon form and can be used in Conservatorship Probate Circuit Court Marion Local County . |
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1 2 3 IN MARION COUNTY, OREGON, CIRCUIT COURT 4 PROBATE DEPARTMENT 5 In the Matter of the Conservatorship of ) ) 6 ,) Case No. ) 7 A minor, Protected Person (the Child). ) 8 MOTION AND ORDER TO TRANSFER FUNDS AND CLOSE CONSERVATORSHIP 9 (Parent) moves the Court for an order 10 approving transfer of conservatorship funds to a Uniform Transfers to Minors Act 11 (UTMA) account and closing the conservatorship. Parent respectfully represents: 12 1. The value of the assets of the conservatorship is $ , 13 which is less than $4,000. A copy of the most recent account statement is attached. 14 2. Parent wishes to transfer the entire assets of Account # 15 at [name of financial institution holding16 conservatorship fundsname of financial institution holding 17 3. Parent has created UTMA account # at 18 [name of financial institution for UTMA accountname of financial institution for UTMA19 [name of custodian] as custodian.20 4. Parent agrees that: (1) the funds are owned by the Child, (2) Parent will 21 only withdraw funds for the Childs benefit, and (3) Parent will not spend the Childs 22 funds for any items which Parent has a duty to provide for the Child. 23 WHEREFORE, Parent prays for an order of this Court: 24 1. Authorizing the transfer of the conservatorship funds described above 25 directly to the UTMA account described above. 26 2. Ordering Parent to provide the Court with a receipt from the financial 27 institution holding the UTMA account, within 30 days of the date of the order approving 28 this motion. Page 1 - Motion and Order to Transfer Funds and Close Conservatorship ($4,000) 6/98<<<<<<<<<********>>>>>>>>>>>>> 2 1 3. Authorizing the Conservator to be discharged and the file closed, upon 2 filing of a receipt of the conservatorship assets from the financial institution holding the 3 UTMA account. 4 DATE: , 200 . 5 6 Parent 7 We consent to this motion and waive notice and time to object: 8 9 Protected Person (if age 14 or over) Other parent 10 A check for $4.00, payable to the State of Oregon, is included to cover the cost of a certified copy of this motion and order. 11 12 13 14 15 16 ORDER 17 The motion is allowed. The conservatorship funds shall be 18 transferred directly to the restricted UTMA account. 19 The motion is denied. 20 DATE: , 200 . 21 22 23 Circuit Court Judge pro tem 24 25 26 27 28 Page 2 - Motion and Order to Transfer Funds and Close Conservatorship ($4,000) 6/98
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