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FOR ANNUAL FINANCIAL ACCOUNTING OF CONSERVATOR
ATTENTION: You may use the forms on this page 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. Be sure the documents are in the following order:

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 2008 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 Use Supreme Court Form
3 Fee Statement and Proof of Mailing pbgcf93f PDF | Word PDF | Word
4 Response to Court Accountant Report pbgcf95f PDF | Word PDF | Word
5 Notice of Hearing pbgcf97f PDF | Word PDF | Word
6 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.

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