Superior Court >Self- Service Center >Forms >Probate Cases FOR ANNUAL FINANCIAL ACCOUNTING OF CONSERVATOR

ATTENTION: Use the forms on this page only if the following factors apply to your situation:

• You have been appointed the conservator for an adult or minor; AND
• You want to file court papers to have the annual accounting approved by the court.

This packet contains court forms and instructions to get a court order to approve the annual account, but not forms for notice. Be sure the documents are in the following order:

Packets contain ALL forms and ALL instructions needed for this process. Where there are separate packets for Instructions and Forms, get BOTH packets.

Packets
Title	File	English	Spanish
Annual Financial Accounting of Conservator - Instructions	PBGCF9i	PDF	PDF
Annual Financial Accounting of Conservator - Forms	PBGCF9f	PDF	PDF

The individual forms and instructions below are already included in the Packet(s) above. If you choose to download the documents individually, make sure you get ALL of the instructions and ALL of the forms.

Instructions
Order	Title	File	English	Spanish
1	Procedures: When and How to File Petition for Approval of Annual Accounting and Approval of Fees	pbgcf90p	PDF  |  Word	PDF  |  Word
2	Instructions: Simplified Accounting Guidelines for Probate Accounts	pbgcf92i	PDF  |  Word	PDF  |  Word
3	Fiduciary Fee Guidelines October 1994	pbgcf93h	PDF  |  Word	PDF  |  Word

Forms
Order	Title	File	English	Spanish
1	Petition for Approval of Annual Accounting	pbgcf91f	PDF  |  Word	PDF  |  Word
2	Form for Submission of Annual Accounting	pbgcf92f	PDF  |  Word	PDF  |  Word
3	Fee Statement (Local Rule 5.7) and Proof of Mailing	pbgcf93f	PDF  |  Word	PDF  |  Word
4	Estate Management Plan	pbgcf96f	PDF  |  Word	PDF  |  Word
5	Response to Court Accountant Report	pbgcf95f	PDF  |  Word	PDF  |  Word
6	Notice of Hearing	pbgcf97f	PDF  |  Word	PDF  |  Word
7	Court Order Regarding Petition for Approval of Annual Accounting	pbgcf98f	PDF  |  Word	PDF  |  Word

Once you are done with the documents above, you're ready for Part 2 - Petition for Approval of Annual Accounting.
Click here to see your options.

Available Forms