Tennessee > Local County > Hamilton > Chancery Court > Guardian-Conservator
Proposed Fiduciary Questions 020 - Tennessee
| Proposed Fiduciary Questions Form. This is a Tennessee form and can be used in Guardian-Conservator Chancery Court Hamilton Local County . |
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PROPOSED FIDUCIARY QUESTIONS Day/Date of Interview ________________, ___/___/___ Complete name_________________________________________________________________________________ Aliases________________________________________________________________________________________ SSN _______-_____-_______ D.O.B ___/___/___ Age ____ MISCELLANEOUS BACKGROUND Where from Marital background Education Lawsuits Fires in home Criminal matters Religious activity Child/spouse abuse Status of drivers license Family Members Other activities NATURE & EXTENT OF RESPONDENTS PROPERTY ASSETS Automobiles Monthly Income Cash On Hand Real Estate Pension Plan IRA Stocks & Bonds Accounts Investments Jewelry Checking Other assets not covered LIABILITIES Monthly obligations Accounts payable Notes due others Notes due banks Real estate mtgs. Taxes due Other liabilities not covered PROPERTY MANAGEMENT PLAN? Yes No HEALTH & MEDICAL CONDITION Any physical disabilities Any mental treatments or consultations Alcohol consumption Drugs RELATIONSHIP WITH RESPONDENT What has Fiduciary been doing to assist Respondent before the petition? Explore Fiduciarys attitude toward Respondent. Explore Fiduciarys attitude toward serving as Fiduciary. Fiduciarys Future plans for Respondent BUSINESS AND MONEY MANAGEMENT BACKGROUND If Fiduciary is to manage Respondents estate, explore the financial condition of Fiduciary and his business and money management background: Work history Bankruptcy Yes No Financial Condition Good Fair Poor ASSETS Automobiles Monthly Income Cash On Hand Real Estate Pension Plan IRA Stocks & Bonds Accounts Investments Jewelry Checking Other assets not covered LIABILITIES Monthly obligations Accounts payable Notes due others Notes due banks Real estate mtgs. Taxes due Other liabilities not covered FINAL QUESTIONS Know of any reason why you should not be Fiduciary? Know of any reason why someone else might think you should not be Fiduciary? [Form 020, Rev. 2002.01.11]
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