Wisconsin > Statewide > Circuit Court > Guardianship
Notice To File Account Of Guardian Or Conservator GN-3490 - Wisconsin
| Notice To File Account Of Guardian Or Conservator Form. This is a Wisconsin form and can be used in Guardianship Circuit Court Statewide . |
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FORM SUMMARY Name of Form: Form Number: Statutory Reference: Benchbook Reference: Purpose of Form: Who Completes It: Distribution of Form: Accompanying Forms: New Form/Modification: Modifications: Comments: About this form: PLEASE BE INFORMED: This form is based on unofficial text from Revisor of Statutes. Notice to File Account of Guardian or Conservator GN-3490 §§54.19(5), 54.62, and 54.66, Wisconsin Statutes GA-1, GA-2 and GA-6 To notify guardian of the estate or conservator to file account. Guardian of the estate. Original to court. Copy guardian or conservator. Account of Guardian or Conservator (GN-3500) Modification. Modified form to comply with 2005 Wis. Acts 264, 387 and 388. This form is the product of the Wisconsin Records Management Committee, a committee of the Director of State Court's Office and a mandate of the Wisconsin Judicial Conference. If you have additional information that does not change the meaning of the form, attach it on a separate page. The form itself shall not be altered. Date: 10/05/2006 Page 1 American LegalNet, Inc. www.FormsWorkflow.com For Official Use STATE OF WISCONSIN, CIRCUIT COURT, COUNTY Amended IN THE MATTER OF Notice to File Account of Guardian or Conservator Case No. Date of Birth To: [GB, GE, CN] Address: [ ] GUARDIAN OF ESTATE OR CONSERVATOR Please complete the enclosed Account of Guardian or Conservator, and file with the court by: (due date) To complete this account, please follow these instructions: The beginning balance shown on Line 1 of the Summary Explanation on the enclosed form is the ending balance from the previously filed Account of Guardian or Conservator unless the guardianship or conservatorship was established in the previous calendar year. If that is the case, the beginning balance is the net value of property subject to this guardianship or conservatorship as shown on the Guardianship or Conservatorship Inventory. On Schedule A, itemize all assets, income, and realized capital gains received during the period. This total should be entered on Line 2 of the Summary Explanation. Add this amount to Line 1, and enter the total on Line 3. On Schedule B, itemize all disbursements, distributions and realized capital losses during the period. This total should be entered on Line 4 of the Summary Explanation. Subtract this amount from the total on Line 3. The resulting balance should be entered on Line 5. This is the Ending Balance (Total Assets on Hand) at the end of the accounting period. On Schedule C, itemize the assets in the estate on the last day of the accounting period. The Grand Total must match Line 5 of the Summary Explanation which is the Ending Balance (Total Assets on Hand) at the end of the accounting period. Sign the account before a notary public. NOTE: At the time of filing this account, you are required to produce for examination by the court, evidence of all of the individual's securities, depository accounts, and other investments. Send completed form to: [RIP address phone number] Note: GN-3500 Account of Guardian or Conservator is also available in computer fillable format from the court website at http://wicourts.gov Please complete all available fields and print the completed form. Distribution: Guardian or Conservator Name GN-3490, 10/06 Notice to File Account of Guardian or Conservator §§54.19(5), 54.62 and 54.76, Wisconsin Statutes American LegalNet, Inc. www.FormsWorkflow.com This form shall not be modified. It may be supplemented with additional material.
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