PBCF8F Form 8 CONSERVATORSHIP FINAL ACCOUNT Part 1 ... · CONSERVATOR’S FINAL ACCOUNT . PART 1: THE COURT PAPERS . FORMS . This packet contains court forms and instructions to file

CONSERVATORSHIP

1

FINAL ACCOUNT Part 1: Petition and Court Papers for

Conservator’s Final Account

(Forms)

© Superior Court of Arizona in Maricopa & Pima Counties ALL RIGHTS RESERVED

Self-Service Center

CONSERVATORSHIP

CONSERVATOR’S FINAL ACCOUNT

CHECKLIST

You may use this packet if . . .

You have been appointed the conservator for an adult or minor; AND

The conservatorship has ended or your service as the conservator has endedbecause of one or more of the following factors:

The protected person has died; The protected person no longer needs protection; You want to resign; You are being replaced by a substitute (“successor”) conservator; or The estate assets have been expended.

AND

You must finish documenting all financial activity related to the settlement of allaccounts, assets and inventory within 90 days of the protected person’s death, theend of the conservatorship, or the end of your responsibilities as conservator; AND

You want to file the final account papers at the court, and request the court reviewand approve the final account.

READ ME: Consulting a lawyer before filing documents with the court may help prevent unexpected results. If you need to consult a Lawyer, the Pima County Bar Association offers a Lawyer Referral Service that provides half-hour consultations for a low cost. http://www.pimacountybar.org/

The Clerk's office cannot provide legal advice. Employees may be able to offer instruction about how and where to file appropriate paperwork, but will not provide help on issues of law

© Superior Court of Arizona in Maricopa & Pima CountiesALL RIGHTS RESERVED

Self-Service Center

CONSERVATORSHIP

CONSERVATOR’S FINAL ACCOUNT

PART 1: THE COURT PAPERS

FORMS

This packet contains court forms and instructions to file for approval of a final account for a conservatorship Items in BOLD are forms that you will need to file with the Court. Non-bold items are instructions or procedures. DO not copy or file those pages!

Order File Number Title # pages

1 Checklist: You may use this packet if . . . 1

2 Table of Contents (this page) 1

3 Petition for Approval of Conservator’s Final Account 2

4 Conservator’s Final Account (Form 8) 5

5 Amended Budget Form (Optional) 2

6 Transaction Log (Optional) 1

7 Statement of Asset Distribution (Optional) 2

8 Fee Statement and Proof of Mailing 2

9 Response to Court Accountant Report (If necessary) 1

10 Notice of Hearing 1

11 Court Order Regarding Conservator’s Account 2

*You may use and follow the format of this form or present a copy of a checkbook register or a printout of anaccount register from accounting software such as Quicken™.

The documents you have received are copyrighted by the Superior Court of Arizona in Maricopa County. You have permission to use them for any lawful purpose. These forms shall not be used to engage in the

unauthorized practice of law. The Court assumes no responsibility and accepts no liability for actions taken by users of these documents, including reliance on their contents. The documents are under continual revision and are current only for the day they were received. It is strongly recommended that you verify on a regular

basis that you have the most current documents.


Person Filing: Address (if not protected): City, State, Zip Code: Telephone: Email Address: Lawyer’s Bar Number:Licensed Fiduciary Number: ____________________________________

Representing Self, without a Lawyer or Attorney for Petitioner OR Respondent

SUPERIOR COURT OF ARIZONA IN PIMA COUNTY

In the Matter of the Conservatorship for: Case No. :

SUBMISSION OF AND PETITION FOR APPROVAL OF CONSERVATOR’S FINAL ACCOUNT (Form 8)

Name of Protected Person with Fee Statement

a Minor Assigned to the Honorable: an Adult

THE PETITIONER STATES UNDER OATH AS FOLLOWS:

1. This account covers the account reporting period just ended, from (this date)

_________________ to _________________ (date), and is due on _________________ (date).

2. Attached is a correct statement of all financial dealings I had on behalf of the Ward or protected person during this account reporting period. The summary of all financial transactions I conducted or allowed on behal f of the Ward or protected person during this period of time are fully described, itemized, and s ummarized on t he attached documents. I request that the Court enter an order approving this account.

For Clerk’s Use Only

INSTRUCTIONS: To request court approval of final account, mark 1, 2, and 3, and provide information requested in 1 below.

© Superior Court of Arizona in Maricopa & Pima CountiesALL RIGHTS RESERVED Page 1 of 2

Case No.: ____________________

3. Unless otherwise ordered by the court, attach the REQUIRED DOCUMENTS in the following order:

� SCHEDULE 1: Statement of Receipts and Disbursements � Amended Budget (if applicable) � SCHEDULE 2: Statement of Net Assets and Reconciliation � WORKSHEET B (if applicable): Other Inventory and Liabilities Detail � Statement of Asset Distribution � Financial Statements, which include the account balance at the end of the

account reporting period, for each financial account. � Transaction Log, detailing all financial transactions during the account

reporting period just ended, reported by category.

INSTRUCTIONS: To request approval of fee statements, mark box 4 below and attach the fee statement:

4. Attached is a copy of the Fee Statement, for which I request approval. (If you check this box, attach the Fee Statement).

Subscribed and sworn to before me this________day of _________________________, __________, by Petitioner.

My Commission Expires: _____________________

CONSERVATOR’S CERTIFICATION

I, the undersigned, acknowledge that I have read and reviewed this form, accompanying schedules, and attached supplements, and after reasonable inquiry have a good faith belief that the information in this report is true, accurate and complete to the best of my knowledge and belief.

______________________________________________ __________________________________ Conservator’s Signature Date

______________________________________________ Conservator’s Name (Type or Print Name)


Effe

ctiv

e: S

epte

mbe

r 1, 2

012

Rev

ised:

Oct

ober

14,

201

3AO

C PB

PCFO

RM8S

Form

8: F

inal

Con

serv

ator

's Ac

coun

t

Wor

kshe

et B

Supp

ortin

g de

tail

of O

ther

Gen

eral

Ass

ets,

Mon

ey-D

enom

inat

ed A

sset

s, B

ills a

nd P

ayab

les

Mor

e Th

an 3

0 Da

ys O

ld, a

nd D

ebts

Inst

ruct

ions

on

How

to N

avig

ate

Thro

ugho

ut th

e Ex

cel D

ocum

ent

1.N

avig

atin

g fr

om o

ne sc

hedu

le/w

orks

heet

to a

noth

er:

a.Yo

u m

ay u

se th

e ta

bs lo

cate

d on

the

bott

om o

f the

scre

en la

bele

d "S

ched

ule

1, W

orks

heet

A, e

tc.;

by c

licki

ng o

n th

e ta

bs, y

ou c

an se

lect

the

spec

ified

sche

dule

or w

orks

heet

you

wou

ld li

ke to

com

plet

e.b.

Onc

e yo

u le

ave

a pa

ge, y

ou m

ay g

o ba

ck a

nd fo

rth

betw

een

the

page

s by

clic

king

on

the

tabs

.2.

Addi

tiona

l Wor

kshe

ets

a.If

you

need

add

ition

al sp

ace

to p

rovi

de su

ppor

ting

deta

il fo

r eith

er W

orks

heet

A, W

orks

heet

B, o

r Wor

kshe

et C

, rig

ht c

lick

on th

e ta

bsbe

low

and

sele

ct "

unhi

de";

cho

ose

the

spec

ified

wor

kshe

et y

ou w

ould

like

to c

ompl

ete.

3.Sa

ve/P

rint

a.Re

mem

ber t

o sa

ve y

our i

nfor

mat

ion,

as y

ou w

ill n

eed

to u

se th

e in

form

atio

n in

subs

eque

nt a

ccou

nts.

i.To

save

the

docu

men

t, cl

ick

on th

e O

ffice

But

ton

in th

e up

per l

eft c

orne

r and

cho

ose

"Sav

e As

."ii.

To p

rint,

clic

k on

the

Offi

ce B

utto

n in

the

uppe

r lef

t cor

ner a

nd c

hoos

e "P

rint"

a.O

nce

in p

rint,

you

may

prin

t the

sche

dule

s and

wor

kshe

ets i

ndiv

idua

lly b

y se

lect

ing

"Prin

t" w

hile

in th

e sp

ecifi

ed p

age;

or

b.Yo

u ca

n pr

int t

he e

ntire

acc

ount

by

sele

ctin

g "P

rint"

and

then

clic

k "E

ntire

Wor

kboo

k" in

the

prin

t set

tings

.4.

Auto

mat

ic C

alcu

latio

nsa.

Whe

n co

mpl

etin

g th

e ac

coun

t in

Exce

l, em

bedd

ed fo

rmul

as w

ill a

utom

atic

ally

pop

ulat

e ce

rtai

n fie

lds (

i.e. t

otal

s, p

erce

ntag

es, c

hang

e fr

om p

rior

perio

d, e

tc.).

Fie

lds t

hat w

ill b

e a

utom

atic

ally

cal

cula

ted

are

shad

ed g

reen

; you

will

not

nee

d to

do

anyt

hing

in th

ese

field

s as t

heco

mpu

ter w

ill g

ener

ate

the

valu

e.

Desc

riptio

n of

the

Requ

ired

Sche

dule

s and

Wor

kshe

ets

Sche

dule

1: S

tate

men

t of R

ecei

pts a

nd D

isbur

sem

ents

Prov

ides

bud

gete

d an

d ac

tual

rece

ipts

and

disb

urse

men

ts

Sche

dule

2: S

tate

men

t of N

et A

sset

s & R

econ

cilia

tion

Prov

ides

a su

mm

ary

of th

e es

tate

inve

ntor

y &

upd

ated

inve

ntor

y va

lues

Do N

ot F

ile th

is In

stru

ctio

n Pa

ge

Effe

ctiv

e: S

epte

mbe

r 1, 2

012

Rev

ised:

Nov

embe

r 13,

201

3AO

C PB

PCFO

RM8S

In th

e m

atte

r of:

Case

No.

Form

8: F

inal

Con

serv

ator

's Ac

coun

tCo

lum

n A

Colu

mn

BCo

lum

n C

Colu

mn

DCo

lum

n E

Colu

mn

FCo

lum

n G

Sch

edul

e 1:

Sta

tem

ent o

f Rec

eipt

s and

Disb

urse

men

tsPa

stAc

tual

Res

ults

Budg

etBu

dget

Cha

nge

Prio

r Per

iod:

1St

art D

ate

of A

ccou

nt R

epor

ting

Perio

d: (

Exam

ple:

07/

01/2

011)

2En

d Da

te o

f Acc

ount

Rep

ortin

g Pe

riod:

Rece

ipts

(Mon

ey R

ecei

ved)

: 3

Retir

emen

t and

Disa

bilit

y In

com

e4

Annu

ities

, Str

uctu

red

Sett

lem

ents

, and

Tru

st In

com

e5

Wag

es a

nd E

arne

d In

com

e6

Inve

stm

ent a

nd B

usin

ess I

ncom

e7

Oth

er R

ecei

pts

8To

tal R

ecei

pts (

Add

lines

3 th

roug

h 7)

9As

sets

/Lia

bilit

ies a

s Rec

eipt

s10

Tota

l Inc

ome

Incl

uded

in R

ecei

pts (

Line

8 m

inus

line

9)

Disb

urse

men

ts (M

oney

Spe

nt):

Mon

ey S

pent

for P

rote

cted

Per

son:

11Fo

od, C

loth

ing,

and

She

lter

12M

edic

al C

osts

13

Pers

onal

Allo

wan

ce14

Paym

ents

on

Debt

15Di

scre

tiona

ry E

xpen

ses

16O

ther

Disb

urse

men

ts17

Tota

l Disb

urse

men

ts fo

r Pro

tect

ed P

erso

n (A

dd li

nes 1

1 th

roug

h 16

)

Mon

ey S

pent

for A

dmin

istra

tive

Fees

& C

osts

:18

Fidu

ciar

y Fe

es a

nd C

osts

19Fi

duci

ary'

s Att

orne

y Fe

es a

nd C

osts

20Pr

otec

ted

Pers

on's

Atto

rney

Fee

s and

Cos

ts21

Oth

er A

dmin

istra

tive

Fees

and

Cos

ts

22To

tal A

dmin

istra

tive

Fees

and

Cos

ts (A

dd li

nes 1

8 th

roug

h 21

)

23To

tal D

isbur

sem

ents

(Add

line

s 17

and

22)

24As

sets

/Lia

bilit

ies a

s Disb

urse

men

ts

25To

tal E

xpen

ses i

n Di

sbur

sem

ents

(Lin

e 23

min

us li

ne 2

4)

26To

tal S

urpl

us/(

Tota

l Sho

rtfa

ll) (L

ine

8 m

inus

line

23)

27N

et In

com

e/(N

et E

xpen

ses)

(Lin

e 10

min

us li

ne 2

5)

Colu

mn

D di

vide

d by

Co

lum

n B

and

mul

tiplie

d by

100

From

Act

ual

Resu

lts P

erio

d Ju

st

Ende

dPe

riod

Just

End

ed:

See

Prio

r Per

iod

Sche

dule

1, C

olum

n C

Pres

ent

Futu

re

Colu

mn

C m

inus

Co

lum

n B

Colu

mn

F m

inus

Co

lum

n C

Budg

et

Curr

ent

Year

:

Actu

al R

esul

tsCh

ange

fr

om

Budg

et

Chan

ge a

s Pe

rcen

tSe

e Pr

ior P

erio

d Sc

hedu

le 1

, Col

umn

F

Effe

ctiv

e: S

epte

mbe

r 1, 2

012

Rev

ised:

Nov

embe

r 13,

201

3AO

C PB

PCFO

RM8S

In th

e m

atte

r of:

Case

No.

Form

8: F

inal

Con

serv

ator

's Ac

coun

tCo

lum

n A

Colu

mn

BCo

lum

n C

Colu

mn

DCo

lum

n E

Sch

edul

e 2:

Sta

tem

ent o

f Net

Ass

ets &

Rec

onci

liatio

nIn

vent

ory

Upd

ated

Chan

geCh

ange

as

Valu

eFi

nal

from

Pe

rcen

tFr

om P

rior

Prio

r Per

iod

Perio

d:

Sect

ion

1: N

et A

sset

s (In

vent

ory)

1In

vent

ory

Valu

e Re

port

Dat

e: (E

xam

ple:

07/

01/2

011)

Gen

eral

Ass

ets,

Exc

ludi

ng C

ash

and

Bank

Acc

ount

s:

2Re

al E

stat

e3

Vehi

cle(

s)4

Busin

ess O

wne

rshi

p In

tere

sts

5Ho

useh

old

Item

s and

Per

sona

l Effe

cts

6St

ocks

, Bon

ds, a

nd M

utua

l Fun

ds -

Not

Tax

-Def

erre

d7

Tax-

Defe

rred

Ass

ets

8O

ther

Gen

eral

Ass

ets (

Atta

ch W

S B)

9To

tal G

ener

al A

sset

s (Ad

d lin

es 2

thro

ugh

8)

Cash

and

Reg

ular

Ban

k Ac

coun

ts:

10Ba

nk A

ccou

nts -

Res

tric

ted

Acce

ss11

Bank

Acc

ount

s - U

nres

tric

ted

Acce

ss12

Cash

on

Hand

13O

ther

Mon

ey-D

enom

inat

ed A

sset

s (At

tach

WS

B)

14To

tal C

ash

and

Bank

Acc

ount

s (Ad

d lin

es 1

0 th

roug

h 13

)

15To

tal A

vaila

ble

Asse

ts (A

dd li

nes 9

and

14)

Liab

ilitie

s (De

bt):

16Bi

lls &

Pay

able

s Mor

e Th

an 3

0 Da

ys O

ld (A

ttac

h W

S B)

17O

ther

Deb

ts (A

ttac

h W

S B)

18To

tal L

iabi

litie

s (Ad

d lin

es 1

6 an

d 17

)

19N

et A

sset

s (Li

ne 1

5 m

inus

line

18)

Sect

ion

2: R

econ

cilia

tion

of C

onse

rvat

or's

Acc

ount

Reco

ncili

atio

n of

Cas

h an

d Re

gula

r Ban

k Ac

coun

ts:

20St

artin

g Ca

sh B

alan

ce c

omes

from

Col

umn

A, L

ine

1421 22 23 24

Endi

ng C

ash

Bala

nce

mus

t equ

al C

olum

n B,

Lin

e 14

Star

ting

Cash

Bal

ance

(Ent

er C

olum

n A,

line

14)

See

Prio

r Per

iod

Sche

dule

2, C

olum

n B

Inve

ntor

y Va

lue

Tota

l Rec

eipt

s (Sc

hedu

le 1

, Col

umn

C, li

ne 8

)

Avai

labl

e Fu

nds (

Add

lines

20

and

21)

Colu

mn

B m

inus

Co

lum

n A

Tota

l Disb

urse

men

ts (S

ched

ule

1, C

olum

n C,

line

23)

Expl

anat

ion

of C

hang

e

Endi

ng C

ash

Bala

nce

(Lin

e 22

min

us li

ne 2

3)

Colu

mn

C di

vide

d by

Co

lum

n A

and

mul

tiplie

d by

100

Effe

ctiv

e: S

epte

mbe

r 1, 2

012

Nov

embe

r 13,

201

3AO

C PB

PCFO

RM8S

In th

e m

atte

r of:

Case

No.

WO

RKSH

EET

B

Des

crip

tion/

Exp

lana

tion

of

Chan

ge

Colu

mn

B:

Upd

ated

Fin

al

Inve

ntor

y Va

lue

Des

crip

tion/

Exp

lana

tion

of

Chan

ge

Colu

mn

B:

Upd

ated

Fin

al

Inve

ntor

y Va

lue

Des

crip

tion/

Exp

lana

tion

of

Chan

ge

Colu

mn

B:

Upd

ated

Fin

al

Inve

ntor

y Va

lue

Colu

mn

B:

Upd

ated

Fin

al

Inve

ntor

y Va

lue

B

ills a

nd P

ayab

les M

ore

Than

30

Days

Old

; Oth

er D

ebts

Oth

er G

ener

al A

sset

s (L

ine

8)O

ther

Mon

ey-D

enom

inat

ed A

sset

s (L

ine

13)

Bills

and

Pay

able

s M

ore

Than

30

Day

s O

ld (L

ine

16)

Oth

er D

ebts

(Lin

e 17

)

Line

16:

Bill

s and

Pay

able

s Mor

e Th

an 3

0 Da

ys O

ld Des

crip

tion/

Exp

lana

tion

of

Chan

ge

Line

17:

Oth

er D

ebts

Line

13:

Oth

er M

oney

-Den

omin

ated

Ass

ets

Star

t Dat

e of

Acc

ount

Rep

ortin

g Pe

riod

Just

End

ed:

Supp

ortin

g De

tail

for F

orm

8, S

ched

ule

2:

Cate

gory

Colu

mn

B: T

otal

(For

Pag

e)

Line

8:

Oth

er G

ener

al A

sset

s

O

ther

Gen

eral

Ass

ets;

Oth

er M

oney

-Den

omin

ated

Ass

ets;

Effe

ctiv

e: S

epte

mbe

r 1, 2

012

Rev

ised:

Nov

embe

r 13,

201

3AO

C PB

PCFO

RM8S

In th

e m

atte

r of:

Case

No.

WO

RKSH

EET

B Co

nt.

Des

crip

tion/

Exp

lana

tion

of

Chan

ge

Colu

mn

B:

Upd

ated

Fin

al

Inve

ntor

y Va

lue

Des

crip

tion/

Exp

lana

tion

of

Chan

ge

Colu

mn

B:

Upd

ated

Fin

al

Inve

ntor

y Va

lue

Des

crip

tion/

Exp

lana

tion

of

Chan

ge

Colu

mn

B:

Upd

ated

Fin

al

Inve

ntor

y Va

lue

Colu

mn

B:

Upd

ated

Fin

al

Inve

ntor

y Va

lue

Line

13:

Oth

er M

oney

-Den

omin

ated

Ass

ets

Line

16:

Bill

s and

Pay

able

s Mor

e Th

an 3

0 Da

ys O

ld Des

crip

tion/

Exp

lana

tion

of

Chan

ge

Line

17:

Oth

er D

ebts

Oth

er M

oney

-Den

omin

ated

Ass

ets

(Lin

e 13

)Bi

lls a

nd P

ayab

les

Mor

e Th

an 3

0 D

ays

Old

(Lin

e 16

)O

ther

Deb

ts (L

ine

17)

Star

t Dat

e of

Acc

ount

Rep

ortin

g Pe

riod

Just

End

ed:

Cate

gory

Colu

mn

B: T

otal

(For

Pag

e)

Line

8:

Oth

er G

ener

al A

sset

s

Su

ppor

ting

Deta

il fo

r For

m 8

, Sch

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In the matter of:___________________________ Case No. _______________

Statement of Asset Distribution (Use additional sheets if necessary)

End Date of Account Reporting Period: __________________

CHECKING ACCOUNT, SAVINGS ACCOUNTS, MONEY MARKET ACCOUNTS Include both Restricted and Unrestricted Bank Accounts

Name of Bank Account Number Value Who Received Asset and Why

STOCKS, BONDS, MUTUAL FUNDS AND OTHER INVESTMENTS Include Other Money-Denominated Assets, and Tax Deferred Assets

Company Name Actual Value Who Received Asset and Why

LIFE INSURANCE POLICIES

Company Name Policy Number

Cash Value Who Received Asset and Why


CASH ON HAND

Value Amount

Who received Asset and Why

REAL PROPERTY (Real Estate)

Property Description and

Address

Estimated Value in

Dollars


PERSONAL PROPERTY

Include Vehicles (year, make, model, VIN#), Business Ownership Interests, and Household Items and Personal Effects, Art or Jewelry (itemize) and other items

(itemize)

Property Description

Estimated Value in

Dollars



Person Filing: Address (if not protected): City, State, Zip Code: Telephone: Email Address: Lawyer’s Bar Number: Licensed Fiduciary Number: ____________________________________



In the Matter of the (check one or both)

Guardianship and/or Conservatorship of: Case Number: FEE STATEMENT AND PROOF OF MAILING

an Adult or a Minor

INSTRUCTIONS: This document must be completed in all cases where fees are charged. All activities for which

fees are charged must be specifically listed, such as telephone calls, meetings, staff meetings, conferences, document preparation, work in house or files, personal visits, and so forth.

STATEMENT OF FEES FOR SERVICES: The following is a statement of fees for services rendered from (date) to (date).

DATE

DESCRIPTION AND SERVICE PROVIDER

TIME

AMOUNT CHARGED

FOR CLERK’S USE ONLY


Case No. ____________________________

NUMBER OF HOURS BILLED: Total number of hours billed is x $ per hour = $

TOTAL CHARGE

PROOF OF MAILING: A copy of this document was mailed or delivered to the following persons: NAME ADDRESS

Today’s Date:

Your Signature:




SUPERIOR COURT OF ARIZONA

IN PIMA COUNTY In the Matter of (check one or two) Case Number:

Guardianship Conservatorship RESPONSE TO COURT ACCOUNTANT

REPORT# (1st, 2nd, 3rd, etc.) an adult or a minor ANNUAL ACCOUNTING OF CONSERVATOR

State of Arizona ) County of PIM ) ss. I am the person responsible for submitting the accounting. I respond under oath to the court accountant report as follows: (Be sure to address each point raised by the court accountant or the judge in the Order. Attach an amended accounting and supporting documents, if required. D o not attach bond, bond r iders, or proof of restricted account -- file these separately. Use additional paper if necessary.)

SIGNED: Subscribed and sworn to before me this date: by

(Month/Day/Year) My Commission Expires: NOTARY PUBLIC: Copy of the foregoing mailed this date: , to the following individuals at the following addresses:






In the Matter of (check one or both) Case Number: Guardianship Conservatorship of

NOTICE OF NON APPEARANCE HEARING REGARDING ANNUAL

ACCOUNTING an Adult a Minor

1. NOTICE IS GIVEN that the Petitioner has filed with the Court the following Petition and other court papers (List the title of the Petition and the titles of all papers you filed with the court):

1. 2. 3. 4. 5.


THIS IS A LEGAL NOTICE; Your rights may be affected.Éste es un aviso legal. Sus derechos podrían ser afectados.

2. COURT HEARING. A court hearing has been scheduled to consider the Petition and matters in the court papers as follows:

YOU ARE RESPONSIBLE FOR PROTECTING YOUR INTERESTS. This matter may not be independently investigated or verified by the court. If you object to any part of the petition or motion that accompanies this notice, you must file with the court a written objection describing the legal basis for your objection. Failure to file a written objection may jeopardize your interests. Without your written objections, you should expect that the requested relief will be granted. If you question any other action of the fiduciary, file an appropriate written petition or motion with the court. This is a legal matter. If you have questions, seek legal advice from an attorney. You have the right to represent yourself. If you represent yourself you must correctly follow court procedures.

DATE and TIME PLACE: JUDICIAL OFFICER:

DATED: _____________________________ _____________________________ Petitioner You are not required to respond to this Petition, but if you choose to respond, you may do so by filing a written response or by appearing in-person at the hearing. If you choose to file a written response:• File the original with the Court;• Provide a copy to the office of the Judicial Officer named above; and• Mail a copy to all interested parties at least five (5) business days before the hearing.

Person Signing Document: Address (if not protected): City, State, Zip Code: Telephone: Email Address: Lawyer’s Bar Number: Licensed Fiduciary Number: ____________________________________


SUPERIOR COURT OF ARIZONA

IN PIMA COUNTY In the Matter of the (check one or both) Case Number:

Guardianship Conservatorship of COURT ORDER REGARDING

PETITION FOR APPROVAL OF ANNUAL ACCOUNTING # _____ (Name of Ward or Protected Person) (1st, 2nd, 3rd, etc., Simplified or Final)

FINDINGS OF THE COURT: 1. A Petition for Approval of Annual Accounting # was filed by . 2. Notice of the Petition was given as required by law or waived by all interested persons or other: 3. The Petition for Approval has been reviewed by the Court Accountant and by the Court.

IT IS ORDERED: 1. The Accounting is approved as submitted for the period from to

, . • The date that the next accounting period shall be due: • The dates that the next accounting period shall cover: • The increase or decrease amount of the fiduciary bond, if appropriate.

OR

The Accounting is approved but with the following provisions:


THIS IS A LEGAL NOTICE; Your rights may be affected.Éste es un aviso legal. Sus derechos podrían ser afectados.


Case No.

OR

The Accounting is not approved. The Petitioner shall file with the court a written Response to the Court Accountant’s Report, provide a copy of the Response to the Court Accountant and to all persons entitled to notice of the Annual Accounting, and shall address each and every recommendation of the Court Accountant by (date). If additional documentation or amended schedules are required by the Court Accountant, they shall be attached to the Petitioner's Response.

Petitioner shall include a self-addressed, stamped envelope to the Court Accountant with the Response. Failure of Petitioner to fully address the Court Accountant’s recommendations will result in the court setting a hear ing date at which time the Petitioner will be required to appear in court to explain the accounting. The court may also order the Petitioner to personally bear additional expenses incurred in resolving the accounting issues.

2. The fee statement is approved and fees are allowed in the amount of $

OR

The fee statement is not approved and Petitioner is ordered to do the following things:

DONE IN OPEN COURT: JUDICIAL OFFICER OF THE SUPERIOR COURT


Documents

PBCF8F Form 8 CONSERVATORSHIP FINAL ACCOUNT Part 1 ... · CONSERVATOR’S FINAL ACCOUNT . PART 1: THE COURT PAPERS . FORMS . This packet contains court forms and instructions to file