Iowa > Statewide > District Court > Probate
Initial Report Of Conservator And Inventory Rule 7.11 Form 3 - Iowa
| Initial Report Of Conservator And Inventory Form. This is a Iowa form and can be used in Probate District Court Statewide . |
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Rule 7.11 -- Form 3 February 2002 IN THE IOWA DISTRICT COURT FOR _________________________ COUNTY IN THE MATTER OF THE CONSERVATORSHIP OF Probate No. ________________________ INITIAL REPORT OF CONSERVATOR AND INVENTORY _____________________________________ The undersigned duly appointed and qualified conservator states as follows: 1. The ward's real and personal property as of the date your conservator was appointed and the valuation of each item is itemized on the schedules attached hereto, and a summary of such schedules is as follows: Conservatorship Assets Total Value (Attach Descriptions) A. Real Estate $_____________ B. Stocks and Bonds $_____________ C. Mortgages, Notes, Deposits and Cash $_____________ D. Life Insurance $_____________ E. Jointly Owned Property $_____________ F. Miscellaneous Property $_____________ TOTAL OF ALL SCHEDULES $_____________ The ward resides at: ______________________________________________________________________ Street City State Zip and (check one): ____ A. Does not have a guardian. ____ B. Has a natural guardian whose name is: ________________________________________________ and whose address is: ________________________________________________________________ Street City State Zip C. Has a court-appointed guardian whose name is: _________________________________________ and whose address is: ________________________________________________________________ Street City State Zip Your conservator (has) (has not) established a (noninterest bearing) (interest bearing) conservatorship checking account at: _____________________________________________________________________________ Name of Financial Institution located at ______________________________________________________________________________ Street City State Zip The account number is: ___________________________________________________________________. A conservatorship savings account (has) (has not) been established at the ______________________________ ______________________________________________________________________________________ Name of Financial Institution located at ______________________________________________________________________________ Street City State Zip The account number is: ___________________________________________________________________. Other assets (have) (have not) been changed into conservatorship's name. The ward's sources of income and monthly or annual amounts are: __________________________________________________ Conservator __________________________________________________ Address __________________________________________________ Telephone Number 2. 3. 4. 5. 6. American LegalNet, Inc. www.FormsWorkflow.com I certify under penalty of perjury and pursuant to the laws of the State of Iowa that the preceding is true and correct. ___________________________________ Date __________________________________________________ Conservator __________________________________________________ Address (NOTE: Bank statements, checks, receipts, stubs and other items evidencing receipt of funds and payment must be available to the court on demand.) American LegalNet, Inc. www.FormsWorkflow.com
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