Free 58. Adult Conservatorship Inventory and Asset Management Plan - Georgia

GEORGIA PROBATE COURT STANDARD FORM

Adult Conservatorship Inventory and Asset Management Plan

INSTRUCTIONS I. Specific Instructions 1. II. This form is to be used pursuant to O.C.G.A. §29-5-30.

General Instructions

General instructions applicable to all Georgia probate court standard forms are available in each probate court.

Effective 7/07

GPCSF 58 Complete

GEORGIA PROBATE COURT STANDARD FORM

PROBATE COURT OF STATE OF GEORGIA

COUNTY

ADULT CONSERVATORSHIP INVENTORY AND ASSET MANAGEMENT PLAN

WARD: CONSERVATOR(S):

ESTATE NO.

REAL PROPERTY (Indicate if property is jointly owned and with whom) Description County Parcel 1 Parcel 2 Parcel 3 INCOME FROM ALL SOURCES Social Security per year SSI (Supplemental Security Income) per year Retirement benefits per year (payor): Retirement benefits per year (payor): VA benefits per year Other income per year, including, e.g., alimony, annuity, or trust distributions (payor): Interest, dividend, or investment income

State

Approximate equity $ $ $ Yearly Total $ $ $ $ $ $ $ $

YEARLY TOTAL OF ALL INCOME

If the Ward is a beneficiary of a Trust, please show the name of the Trust, the Trustee, his/her address, telephone number, and attach an outline showing when and how payments are required to be made under the Trust and the criteria for payment:

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PERSONAL AND INTANGIBLE PROPERTY (Indicate if property is jointly owned and with whom) Approximate Current Value

1. Checking/Savings/Money Market/Certificates of Deposit/Liquid Accounts: Bank/Financial Institution/Broker Acct. No. Joint Owner (if any) $ $ $ $ 2. Stocks/Bonds/Investments (including retirement and profit-sharing accounts): a. held by brokers: Brokerage Firm or Institution Acct. No. Joint Owner (if any) $ $ $ $ $ b. privately held: Company/Issuer No. of Shares Joint Owner (if any) $ $ 3. Automobiles: Year/Make/Model V.I.N. Joint owner (if any) $ $ 4. Other assets of significant value: Description Joint owner (if any) $ $ $

TOTAL VALUE OF PERSONAL AND INTANGIBLE PROPERTY
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$
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DEBTS AND OTHER LIABILITIES The ward owes the following debts/liabilities: 1. Secured debts: Obligor/Payee Collateral

Solely/Jointly Owed

Approx. Current Balance $ $

2. Unsecured debts: Obligor/Payee

Acct. No.

Solely/Jointly Owed

Approx. Current Balance $ $

TOTAL DEBTS AND OTHER LIABILITIES OF WARD

$

AVERAGE MONTHLY LIABILITIES AND EXPENSES Household: Care Facility/Rent/Mortgage payments: Property taxes/Insurance Utilities/Lawn Care/Pest Control Miscellaneous household, food Total credit account and other debt payments Other (specify) Automotive/Transportation Fuel and Repairs Tags and license fees, Insurance Bus/train/taxi fares Minors or Other Dependents of the Ward Child Care School Tuition/Supplies/Expenses/Lunches Clothing/Diapers /Grooming/Hygiene Medical/Dental/Prescription Entertainment/Activities Other Insurance Health/Life/Disability Other (specify) $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $

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Ward's Other Expenses Laundry/Clothing/grooming/hygiene Medical/Dental/Prescriptions/medications Entertainment/Vacations/Subscriptions/Dues Personal Caretakers/cleaning personnel Other (specify) Total Expenses Is the ward behind in any debt payments? (yes) (no) If yes, payee and amount: $ $ $ $ $ $

The following extraordinary purchases are anticipated next year:

SUMMARY 1. Average Monthly Income 2. Average Monthly Expenses $ <$ ASSET MANAGEMENT PLAN Please describe how you plan to manage the ward's assets, including details regarding sale, refinancing, reallocation, investments, or other actions, if any: >

(initial:)

a.

Therefore, based upon the expenses shown above, the Conservator(s) hereby request(s) leave to disburse from the ward's estate the sum of $ per month for the support, care, education, health, and welfare of the ward and those persons who are entitled to be supported by the Ward. Therefore, based on the income of the Ward as shown above, the Conservator(s) hereby request(s) leave to disburse the ward's income as estimated above for the support of the ward and those persons who are entitled to be supported by the Ward. Therefore, based on known one-time expenses, the Conservator(s) hereby request(s) leave to disburse from the Ward's estate $ one time in the reporting year for the following purpose:

b.

c.

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AFFIDAVIT

I/We, , Conservator(s) of the above Ward, do swear that the foregoing Inventory and Asset Management Plan contains a just, true, and complete inventory and budget of all property belonging to said ward within my/our possession, control, or knowledge. This Inventory and Asset Management Plan has been provided to the Guardian of the ward, if any, by first class mail.

Sworn to and subscribed before me this day of

, 20

. Conservator

NOTARY/CLERK OF PROBATE COURT Printed Name My Commission Expires -----------------------------------------------------------------------------------------------------------------------------Sworn to and subscribed before me this day of

, 20

. Co-Conservator, if any

NOTARY/CLERK OF PROBATE COURT My Commission Expires

Printed Name

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GPCSF 58 Complete

IN THE PROBATE COURT OF STATE OF GEORGIA IN RE: , WARD , CONSERVATOR(S) ) ) ) ) ) ) ) ESTATE NO.

COUNTY

ASSET MANAGEMENT PLAN

ORDER The Conservator(s) having filed an Asset Management Plan for the above estate, it is hereby ORDERED that the Conservator(s) is/are authorized to disburse from the Ward's estate: (initial applicable) a. the sum of $ and his/her dependents. b. the income generated from the corpus of the Ward's estate for the benefit of the Ward and those persons who are entitled to be supported by the Ward. c. the sum of $ one time during the reporting period for per month for the support of the Ward

the support of the Ward and those persons who are entitled to be supported

by the Ward.
IT IS FURTHER ORDERED that said Conservator(s) shall show in the annual return how such funds actually were spent.

SO ORDERED this

day of

, 20

.

Probate Judge

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