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Final Account And Report Of Conservator PR-E-LP-028 - California
| Final Account And Report Of Conservator Form. This is a California form and can be used in Probate Sacramento Local County . |
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1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 ATTORNEY'S NAME OR PETITIONER NAME IN PRO PER ATTORNEY'S BAR NUMBER: STREET ADDRESS: CITY, STATE, ZIP CODE: TELEPHONE NUMBER: EMAIL: FAX: IN THE SUPERIOR COURT OF THE STATE OF CALIFORNIA IN AND FOR THE COUNTY OF SACRAMENTO No. In re: Conservatorship of the ( ) person and ( ) estate of: Dept. 129 _____________________, Conservatee (state name) FINAL ACCOUNT AND REPORT OF CONSERVATOR AND PETITION FOR APPROVAL OF ACCOUNT AND REPORT, ( ) AND FOR APPROVAL OF CONSERVATOR'S FEES ( ) AND ATTORNEY'S FEES ( ) AND FOR DISTRIBUTION OF ASSETS ON HAND ( ) OTHER (State): Hearing Date: Time: Calendar No.: Petitioner, ___________________, respectfully represents: (Name) 1. Appointment. On __________, Petitioner was appointed as (Date) Conservator of the person/estate of ____________________. The Letters of (Name) Administration were issued on _________. At all times since the appointment, (Date) Petitioner has been acting as the Conservator. OPTIONAL PR-E-LP-028 (1.1.07) -1Final Account and Report of Conservator LOCAL RULE 15.100 American LegalNet, Inc. www.FormsWorkflow.com 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 2. The conservatorship is no longer necessary because (check applicable box) ( ) the conservatee is deceased, having passed away on: __________; ( ) The assets of (Date) the estate have been exhausted and there are no longer any assets remaining which would require a conservatorship; ( ) The conservatorship has been terminated by the court; ( ) Other (state reason): 3. Period of Account. The account and report covers the period beginning __________, and ending ___________. (Date) (Date) 4. Inventory and Appraisement. The Inventory and Appraisement was filed on: __________, showing the value of the estate to be: $ __________. (Date) Supplemental Inventory and Appraisements was filed on: __________, stating the value of assets to be: $ ___________. 5. Account Petitioner is chargeable and is entitled to credits, respectively, as set forth in attached "Exhibit A', summary of account, and supporting schedules. 5a. Financial Account Statements. Note: The conservator must attach an original account statement stating value for any asset held at close of this accounting period from the following type of financial institution: insurance company, broker or agent, investment company or bank, securities broker-dealer, investment advisor or financial planner, bank trust, savings and loan, industrial bank or credit union. Check the applicable box: ( ) Petitioner has attached the required financial institution statements on Exhibit "2". ( ) Petitioner has filed herewith a separate affidavit captioned "Confidential Financial Statement" with attached financial institution statements containing confidential information. OPTIONAL PR-E-LP-028 (1.1.07) -2Final Account and Report of Conservator LOCAL RULE 15.100 American LegalNet, Inc. www.FormsWorkflow.com 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 6. Interest Bearing Accounts. If applicable, check the box: ( ) All the cash was invested and maintained in interest bearing accounts or in investments authorized by law or the governing instrument, except for an account of cash that was reasonably necessary for the orderly administration of the estate. 7. Sales, Purchases, Change in form of assets. During the period of this report; sales, purchases or change in form of assets ( ) did ( ) did not occur. If in the affirmative, describe the transactions. 8. Unusual Items in the Account. There ( ) were ( ) were not unusual items in the accounting requiring explanation. If in the affirmative, describe the transactions. 9. Income from Business or Trade. There ( ) was ( ) was not any income or loss from a trade or business. If in the affirmative, describe. OPTIONAL PR-E-LP-028 (1.1.07) -3Final Account and Report of Conservator LOCAL RULE 15.100 American LegalNet, Inc. www.FormsWorkflow.com 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 OPTIONAL PR-E-LP-028 (1.1.07) -4Final Account and Report of Conservator LOCAL RULE 15.100 American LegalNet, Inc. www.FormsWorkflow.com 10. Liabilities of the Estate. There ( ) are ( ) are not any outstanding debts (includes tax due, notes payable, court judgments) at the end of the accounting period. If in the affirmative, describe the debts, date of creditor claim, amount owed, terms: 11. Bond Report. Fair Market, Value of Assets (do not include real property) : $ ___________ Annual Income or Receipts from all sources: Total Bondable Estate: $ ___________ $ ___________ Current Bond: $ ___________ Current Assets in Blocked Account: $ ___________ Total: $ ___________ Petitioner requests: ( ) Additional Bond: $ ______________ ( ) Reduction in Bond: $ ______________ ( ) No change in amount of bond. ( ) Additional assets be ordered blocked as follows (state amount, financial institution): 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 OPTIONAL PR-E-LP-028 (1.1.07) -5Final Account and Report of Conservator LOCAL RULE 15.100 American LegalNet, Inc. www.FormsWorkflow.com 12. Family or Affiliate Relationship. There ( ) were ( ) were not any family or affiliate relationships between the fiduciary and any agent hired by the fiduciary during the accounting period. If in the affirmative, describe. 13. Veteran's Administration. The conservatee ( ) was ( ) was not entitled to receive Veteran's Administration Benefits. 14. State Hospital. The conservatee ( ) was ( ) was not a patient on leave of absence from a state hospital. 15. Testate/Intestate. If conservatee is deceased, check applicable box: ( ) conservatee died with a ( ) Will ( )Trust; ( ) conservatee died without a ( ) Will ( )Trust. 16. MediCal Benefits. If conservatee is deceased, check applicable box: conservatee ( ) did ( ) did not receive Medi-Cal Benefits. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 OPTIONAL PR-E-LP-028 (1.1.07) -6Final Account and Report of Conservator LOCAL RULE 15.100 American LegalNet, Inc. www.FormsWorkflow.com 17. Person Entitled to Notice. A request for Special Notice ( ) has ( ) has not been filed. If in the affirmative list name and address of person (1) requesting Special Notice: Name Address Adult/Minor Relationship List all persons entitled to notice of the hearing on the petition, state name, address, & relationship to deceden
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