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Conservatorship – Required Reports After Appointment

What reports must I file with the court after the court appoints me as conservator?

You must file a plan and reports at specific times:

When Due Report Name Description
Within 90 days from the date the court distributes the conservator’s appointment order Conservatorship Implementation Report and Inventory, PG-220 [Fill-In PDF] This report should give the court as complete a picture as possible of the protected person’s current situation and a complete inventory of the estate, including the assets and debts. It also describes the services the conservator plans to provide.
Every year. The report is due 30 days after the anniversary of the conservatorship order. For example, if the conservatorship appointment order is signed anytime in January, the reporting period will be January 1 to December 31; and a report will be due each January 31. Conservator's Annual Report, PG-225 [Fill-In PDF] This report describes what has happened to the protected person  and his/her income and assets in the past 12 months.
When the conservatorship ends Final Conservatorship Report, PG-230 [Fill-In PDF] The purpose of this report is to tell the court why your service as conservator is ending and what has happened to the protected person  and their assets since you filed your last annual report.

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What is the Conservatorship Implementation Report and Inventory of the Estate?

Within 90 days from the date the court distributes the conservator’s appointment order, the conservator must file:

This report should give the court as complete a picture as possible of the protected person’s current situation and a complete inventory of the estate, including the assets, monthly income expenses and debts. It also describes the services the conservator plans to provide.

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What is the Conservator’s Annual Report?

Every year the conservator must file an Annual Report until the court terminates the conservatorship.

This report describes what has happened to protected person’s income and assets in the past 12 months. The report must cover the 12-month period beginning the 1st of the month in which the appointment order is signed and ending 12 months later, unless the appointment order sets different dates. This 12-month period is called “the reporting period.” The report is due 30 days after the end of the reporting period. For example, if the order is signed anytime in January, the reporting period will be January 1 to December 31; and a report will be due each January 31.

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What is the Final Conservatorship Report?

When the conservatorship ends, the conservator must file:

The purpose of this report is to tell the court why your service as conservator is ending and what has happened to the protected person and the protected person’s assets since you filed your last annual report.

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What is the three-year review?

Every 3 years after the court appoints a conservator, the court appoints a “visitor” to file a report about the conservatorship. The state pays the visitor to prepare a report after interviewing the protected person, the conservator and others. The visitor will provide the ward with:

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What happens when the protected person dies?

When the protected person dies, the conservator must notify the family members and the court that appointed the conservator.

If the conservator has the protected person’s will (or knows its location), he or she must deliver it to the court for safekeeping, and inform the personal representative or a beneficiary named in the will that the will had been delivered. There is no charge for depositing the will with the court after the protected person dies.

Within 90 days after the protected person dies, the conservator must file:

Once the conservator knows that the protected person has died, the conservator has no further authority over the protected person’s affairs and estate except to:

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Rev. 29 January 2015
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