Free Motion and Order to Transfer Funds and Close Conservatorship (Under $4,000) - Oregon


File Size: 41.4 kB
Pages: 2
Date: October 21, 2004
File Format: PDF
State: Oregon
Category: Court Forms - Local
Author: OJD
Word Count: 433 Words, 3,294 Characters
Page Size: Letter (8 1/2" x 11")
URL

http://courts.oregon.gov/Marion/docs/MaterialsAndResources/CloseConservatorship4000.pdf

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Preview Motion and Order to Transfer Funds and Close Conservatorship (Under $4,000)
IN THE CIRCUIT COURT OF THE STATE OF OREGON THIRD JUDICIAL DISTRICT Probate Department In the Matter of the Conservatorship of: ) ) ) ) ____________________________________, ) A Minor Protected Person (the "child"). )

Case No. MOTION AND ORDER TO TRANSFER FUNDS AND CLOSE CONSERVATORSHIP

_______________________________________ ("Parent") moves the Court for an order approving transfer of conservatorship funds to a Uniform Transfers to Minors Act ("UTMA") account and closing the conservatorship. Parent respectfully represents: 1. The value of the assets of the conservatorship is: $_________________, which is less

than $4,000. A copy of the most recent account statement is attached. 2. Parent wishes to transfer the entire assets of Account #_______________________

at: ____________________________________________(name of financial institution holding conservatorship funds) to a UTMA account. 3. Parent has created UTMA account #______________________ at _______________

_______________________(name of financial institution for UTMA account), with ________________________________(name of custodian) as custodian. 4. Parent agrees that: (1) the funds are owned by Child, (2) parent will only withdraw

funds for Child's benefit, and (3) Parent will not spend Child's funds for any items which Parent has a duty to provide for Child. WHEREFORE, Parent prays for an order of this Court: 1. Authorizing the transfer of the conservatorship funds described above directly to the

UTMA account, within 30 days of the date of the order approving this motion. 2. Ordering Parent to provide the Court with a receipt from the financial institution

MOT ION AN D O RD ER TO TR AN SFE R FU ND S AN D C LO SE CO NS ER VA TO RSHIP ($4,000 ) - Page 1 of 2 FC (10/20/04)

holding the UTMA account, within 30 days of the date of the order approving this motion. 3. Authorizing the Conservator to be discharged and the file closed, upon filing of a

receipt of the conservatorship assets from the financial institution holding the UTMA account. Dated: ______________________________ ___________________________________ Signature of Parent ___________________________________ Print Name We consent to this motion and waive notice and time to object: _______________________________________ ___________________________________ Signature of Protected Person (if age 14 or over) Signature of Other Parent _______________________________________ ___________________________________ Print Name Print Name A check for $5.50, payable to the State of Oregon, is included to cover the costs of a certified copy of this motion and order.

ORDER



Allowed. The conservatorship funds shall be transferred directly to the restricted UTMA account. Denied. Dated:_________________________ __________________________________ Circuit Court Judge __________________________________ Print, Type or Stamp Name of Judge



Submitted by: ______________________________________ Name Bar No. (if any) _______________________________________ Address _______________________________________ City, State, Zip _______________________________________ Telephone

___________________________________ E-mail Fax

MOT ION AN D O RD ER TO TR AN SFE R FU ND S AN D C LO SE CO NS ER VA TO RSHIP ($4,000 ) - Page 2 of 2 FC (10/20/04)