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Conservators Interim Or Final Report JDF 885 - Colorado
| Conservators Interim Or Final Report Form. This is a Colorado form and can be used in Probate Statewide . |
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District Court Denver Probate Court __________________________________ County, Colorado Court Address: In the Interests of: COURT USE ONLY Case Number: Protected Person Attorney or Party Without Attorney (Name and Address): Phone Number: FAX Number: E-mail: Atty. Reg. #: Division Courtroom CONSERVATOR'S REPORT ANNUAL REPORT AMENDED REPORT CURRENT REPORTING PERIOD FROM ________________TO __________________ (MM/DD/YYYY) (MM/DD/YYYY) INTERIM REPORT DUE ON _________________________ FINAL REPORT If Final Report, indicate why: Protected Person deceased Minor turned 21 Judicial Order The Conservator's Report pursuant to §15-14-420, C.R.S. must be filed annually and served on all interested persons and the protected person pursuant to §15-14-404(4), C.R.S., unless otherwise ordered. Summarize the financial activity below after completing the detailed accounting information in Parts II and III. Attach additional sheets if necessary. Notice to Interested Person. Interested persons have the responsibility to protect their own rights and interests within the time and in the manner provided by the Probate Code, including the appropriateness of disbursements, the compensation of fiduciaries, attorneys, and others, and the distribution of estate assets. Interested persons may file an objection with the Court. The Court will not review or adjudicate these or other matters unless specifically requested to do so by an interested person. Summary of Net Worth - Fair Market Value of Assets Minus Liabilities/Debts Last Day of Prior Reporting Period (or Inventory) (A) Total Assets from Part II Item 1 $ _____________ Last Day of Current Reporting Period $ _____________ $ _____________ $ _____________ (B) Total Liabilities/Debts from Part II Item 2 $ _____________ (A) minus (B) = Net Worth from Part II Item 3 $ _____________ Summary of Financial Activity Prior Reporting Period (or Financial Plan) (A) (B) Total Receipts/Income from Part III Item 1 Total Disbursements/Expenses from Part III Item 2 $ _____________ $ _____________ $ _____________ Current Reporting Period $ _____________ $ _____________ $ _____________ (A) minus (B) = Net Income from Part III Item 3 JDF 885 3/08 CONSERVATOR'S ANNUAL/FINAL REPORT Page 1 of 9 American LegalNet, Inc. www.FormsWorkflow.com Protected Person's Information: _____________________________________ (Name) Current Address: ____________________________________________________________________________ (Include Name of Living Center or Nursing Home) City: ______________________ State: ______________________ Zip Code: __________________ Telephone Number: ______________________________________ Age: ________ Conservator's Information: ________________________________________ (Name) Did you receive any fees for being the Conservator during this reporting period? Yes No If Yes, indicate hourly rate: $_________ Occupation: _____________________ Your Relationship to Protected Person: _________________________ Address: __________________________________________________________________ Apt. #__________ City: ______________________ State: ______________________ Zip Code: __________________ Telephone Numbers: Home ___________________ Work ____________________ Cell ___________________ E-Mail Address: _____________________________________________________________________________ If applicable, Co-Conservator's Information: ______________________________ (Name) Did you receive any fees for being the Conservator during this reporting period? Yes No If Yes, indicate hourly rate: $_________ Occupation: _____________________ Your Relationship to Protected Person: _________________________ Address: __________________________________________________________________ Apt. #__________ City: ______________________ State: ______________________ Zip Code: __________________ Telephone Numbers: Home ___________________ Work ____________________ Cell ___________________ E-Mail Address: _____________________________________________________________________________ Part I Conservatorship Issues 1. Is there a continued need for the Conservatorship? Yes No If No, describe why and what steps should be taken. If you would like the Court to take action, you must file a motion with the Court. ____________________________________________________________________________________ ____________________________________________________________________________________ 2. Are the remaining assets in the estate sufficient to provide for the present and future care of the protected Yes No If No, describe why and what steps should be taken. If you would like the Court person? to take action, you must file a motion with the Court. ____________________________________________________________________________________ ____________________________________________________________________________________ 3. Attach a copy of the Bond to this Report, unless the Bond was waived or not required by the Court. What is the amount of the Bond? $ ________________. Is the amount of the Bond sufficient to Yes No If No, describe why and what steps should be taken. If you cover all unrestricted assets? are requesting a change to the Bond, you must file a motion with the Court. ____________________________________________________________________________________ ____________________________________________________________________________________ JDF 885 3/08 CONSERVATOR'S ANNUAL/FINAL REPORT Page 2 of 9 American LegalNet, Inc. www.FormsWorkflow.com Part II Assets and Liabilities/Debts Is this the first Conservator's Report filed? Yes No If Yes, use the amounts from the Inventory with Financial Plan (JDF 882) to complete the column marked with an asterisk (*) in Items 1 and 2 below. If No, use the amounts from the prior Conservator's Report filed to complete the column marked with an asterisk (*) in Items 1 and 2 below. 1. Assets Description of Asset (Identify all accounts) Account Number (last 4digits only) Name of Financial Institution * Fair Market Value as of Last Day of Prior Reporting Period or Inventory Fair Market Value (as of Last Day of Current Reporting Period) Change in Value of Asset Checking Accounts Savings Accounts Other Cash Accounts (e.g. Money Markets and CD's) Stocks Bonds Mutual Funds Other Financial Investments Life Insurance (Cash Value) Pension and Retirement Funds (Vested portion) IRA's Annuities Motor Vehicles Real Estate (report mortgage in liability/debt section) Home Furnishings Collections (e.g., stamps or coins
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