IN THE
DISTRICT OF
IN AND FOR
COUNTY
IN
THE MATTER OF THE |
: |
PROBATE
NO. |
CONSERVATORSHIP
OF |
: |
ACCOUNTING AND FINAL REPORT |
|
: |
|
(Name of Ward) |
: |
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COMES NOW, the undersigned fiduciary/conservator, on behalf of the
above-captioned
ward, and for the Accounting and Final Report, states the following:
1. That the above-captioned cause was opened on the
day of
,
, as a result of
(describe reason) wherein the ward recovered funds relative to
(list details).
2. The total sum of $
was initially received for the ward and the entire sum of
$
was invested. The investment was placed with the
(name of investment entity) at
(address) on behalf of and in the name of the ward. A copy of the most recent report
from the
(name of investment entity) is attached. Prior statements of the account are also attached.
3. The funds are invested as indicated, subject to the court approval of
some payments for the expense incurred by the ward. The payments to the ward total
$
.
4. $
conservator fees and $
attorney fees relative to the administration of this conservatorship have been charged and permitted
pursuant to court order dated the
day of
,
.
5. The ward is now
years of age and is emancipated or otherwise to be relieved of the conservatorship.
6. On the
day of
,
, an Application for
Compensation to Attorney
(name of attorney) was filed for attorney fees incurred on behalf of the ward in the amount of
$
. An order entered the
day of
,
, by the
(name of court) granted the payment of said fees.
7. Therefore, the first page of the attached represented the amount that
remained in the conservatorship and was paid to the ward. The attached pages
represent an accounting of the investment and transactions (payment of interest to the
account) to date and amount paid to the ward on
,
. |