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.
© Superior Court of Arizona in Maricopa & Pima CountiesALL RIGHTS RESERVED
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)
© Superior Court of Arizona in Maricopa & Pima CountiesALL RIGHTS RESERVED Page 2 of 2
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
edul
e 2:
O
ther
Gen
eral
Ass
ets;
Oth
er M
oney
-Den
omin
ated
Ass
ets;
Bill
s and
Pay
able
s Mor
e Th
an 3
0 Da
ys O
ld; O
ther
Deb
ts
Oth
er G
ener
al A
sset
s (L
ine
8)
In th
e m
atte
r of:
____
____
____
____
____
____
____
_ C
ase
No.
___
____
____
____
__
Tran
sact
ion
Log
(Use
add
ition
al s
heet
s if
nece
ssar
y)
End
Dat
e of
Acc
ount
Rep
ortin
g P
erio
d: _
____
____
____
____
_
Tran
sact
ion
Cat
egor
y D
ate
Acco
unt
No.
(in
clud
e la
st 4
dig
its
of a
ccou
nt
num
ber)
Tran
sact
ion
Type
C
heck
nu
mbe
r Pa
yer/P
ayee
Pu
rpos
e/D
escr
iptio
n In
com
e Am
ount
Ex
pens
e Am
ount
© S
uper
ior C
ourt
of A
rizon
a in
Mar
icop
a &
Pim
a C
ount
ies
ALL
RIG
HTS
RE
SE
RV
ED
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
© Superior Court of Arizona in Maricopa & Pima CountiesALL RIGHTS RESERVED Page 1 of 2
CASH ON HAND
Value Amount
Who received Asset and Why
REAL PROPERTY (Real Estate)
Property Description and
Address
Estimated Value in
Dollars
Who received Asset and Why
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
Who received Asset and Why
© Superior Court of Arizona in Maricopa & Pima CountiesALL RIGHTS RESERVED Page 2 of 2
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 (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
© Superior Court of Arizona in Maricopa & Pima CountiesALL RIGHTS RESERVED Page 1 of 2
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 Maricopa & Pima CountiesALL RIGHTS RESERVED Page 2 of 2
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 (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:
FOR CLERK’S USE ONLY
© Superior Court of Arizona in Maricopa & Pima CountiesALL RIGHTS RESERVED
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 (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.
FOR CLERK’S USE ONLY
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: ____________________________________
Representing Self, without a Lawyer or Attorney for Petitioner OR Respondent
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:
FOR CLERK’S USE ONLY
THIS IS A LEGAL NOTICE; Your rights may be affected.Éste es un aviso legal. Sus derechos podrían ser afectados.
© Superior Court of Arizona in Maricopa & Pima CountiesALL RIGHTS RESERVED Page 1 of 2
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
© Superior Court of Arizona in Maricopa & Pima CountiesALL RIGHTS RESERVED Page 2 of 2