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Conservator’s Report

Conservator's Report

 

INSTRUCTIONS: COLORADO CONSERVATOR'S ANNUAL/FINAL REPORT (Form JDF 895)

 

 

The form discussed in this article is filed by a Colorado conservator on an annual basis. This document can be obtained from the website maintained by the Colorado Judicial Branch.

 

Colorado Conservator's Annual/Final Report JDF 895 Step 1: In the first box, indicate whether you are filing in district court or Denver Probate Court with a check mark. Additionally, enter the county in which the court is located and its address.

 

Colorado Conservator's Annual/Final Report JDF 895 Step 2: In the second box, enter the name of the protected person.

 

Colorado Conservator's Annual/Final Report JDF 895 Step 3: In the third box, enter the name and address of your lawyer, as well as their phone number, email address, fax number and attorney registration number. If you are not represented by an attorney, instead enter your name, address, phone number, email address and fax number.

 

Colorado Conservator's Annual/Final Report JDF 895 Step 4: In the fourth box, enter the case number, division and courtroom.

 

Colorado Conservator's Annual/Final Report JDF 895 Step 5: Indicate with a check mark whether this is an annual report or an amended report.

 

Colorado Conservator's Annual/Final Report JDF 895 Step 6: On the next two blank lines, enter the beginning and ending dates of the period for which you are filing a report.

 

Colorado Conservator's Annual/Final Report JDF 895 Step 7: If you are filing an interim or final report, indicate this with a check mark. If the former, enter the date on which it is due. If filing a final report, indicate the reason with a check mark next to the applicable statement.

 

Colorado Conservator's Annual/Final Report JDF 895 Step 8: Skip to the second page. On the first blank line, enter the name of the protected person.

 

Colorado Conservator's Annual/Final Report JDF 895 Step 9: On the next blank line, enter the current address of the protected person.

 

Colorado Conservator's Annual/Final Report JDF 895 Step 10: On the next three blank lines, enter the city, state and zip code of the protected person.

 

Colorado Conservator's Annual/Final Report JDF 895 Step 11: On the next two blank lines, enter the telephone number and age of the protected person.

 

Colorado Conservator's Annual/Final Report JDF 895 Step 12: Complete the rest of the form as instructed.

 

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Petition for Adjudication of Intestacy and Formal Appointment of Personal Representative

Petition for Adjudication of Intestacy and Formal Appointment of Personal Representative

 

INSTRUCTIONS: COLORADO PETITION FOR ADJUDICATION OF INTESTACY AND FORMAL APPOINTMENT OF PERSONAL REPRESENTATIVE (Form JDF 922)

 

 

The form discussed in this article is filed to petition for adjudication of a Colorado estate for which a decedent did not leave a will. This document can be obtained from the website maintained by the Colorado Judicial Branch.

 

Colorado Petition For Adjudication Of Intestacy And Formal Appointment Of Personal Representative JDF 922 Step 1: In the first box, indicate with a check mark whether you are filing in district court or Denver Probate Court. Enter the county in which the court is located and its address.

 

Colorado Petition For Adjudication Of Intestacy And Formal Appointment Of Personal Representative JDF 922 Step 2: In the second box, enter the name of the decedent.

 

Colorado Petition For Adjudication Of Intestacy And Formal Appointment Of Personal Representative JDF 922 Step 3: In the third box, enter the name and address of your attorney, as well as their phone number, fax number, email address and attorney registration number. If not represented by a lawyer, enter your name, address, telephone number, fax number and email address instead.

 

Colorado Petition For Adjudication Of Intestacy And Formal Appointment Of Personal Representative JDF 922 Step 4: In the fourth box, enter the case number, division and courtroom.

 

Colorado Petition For Adjudication Of Intestacy And Formal Appointment Of Personal Representative JDF 922 Step 5: On line 1, enter your name, relationship to the decedent, street address, mailing address (if different), city, state, zip code, home phone number, email address and work phone number.

 

Colorado Petition For Adjudication Of Intestacy And Formal Appointment Of Personal Representative JDF 922 Step 6: On line 2, enter the decedent's date of death, age in years at the time, and the city, county and state in which they were domiciled or resided.

 

Colorado Petition For Adjudication Of Intestacy And Formal Appointment Of Personal Representative JDF 922 Step 7: On line 3, indicate with a check mark whether the decedent was domiciled or a resident of the county in which you are filing at the time of death or whether they were a Colorado non-resident with property in the county.

 

Colorado Petition For Adjudication Of Intestacy And Formal Appointment Of Personal Representative JDF 922 Step 8: Complete the rest of the form as instructed.

 

 

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Petition for the Determination of Heirs or Devisees or Both, and of Interests of Property

Petition for the Determination of Heirs or Devisees or Both, and of Interests of Property

 

INSTRUCTIONS: COLORADO PETITION FOR THE DETERMINATION OF HEIRS OR DEVISEES OR BOTH, AND OF INTERESTS IN PROPERTY (Form JDF 948)

 

 

The form discussed in this article is filed to petition for the determination of heirs, devisees or both to a Colorado estate. This document can be obtained from the website maintained by the Colorado Judicial Branch.

 

Colorado Petition For The Determination Of Heirs Or Devisees Or Both, And Of Interests In Property JDF 948 Step 1: In the first box, indicate whether you are filing in district or Denver Probate Court with a check mark. Enter the name of the county in which the court is located and its address.

 

Colorado Petition For The Determination Of Heirs Or Devisees Or Both, And Of Interests In Property JDF 948 Step 2: In the second box, enter the name of the decedent.

 

Colorado Petition For The Determination Of Heirs Or Devisees Or Both, And Of Interests In Property JDF 948 Step 3: In the third box, enter the name and address of your attorney, as well as their phone number, fax number, email address and attorney registration number. If not represented by a lawyer, enter your name, address, phone number, fax number and email address.

 

Colorado Petition For The Determination Of Heirs Or Devisees Or Both, And Of Interests In Property JDF 948 Step 4: In the fourth box, enter the case number, division and courtroom.

 

Colorado Petition For The Determination Of Heirs Or Devisees Or Both, And Of Interests In Property JDF 948 Step 5: On line 1, enter your name, relationship to the decedent, street address, mailing address (if different), city, state, zip code, home and work phone numbers, and email address.

 

Colorado Petition For The Determination Of Heirs Or Devisees Or Both, And Of Interests In Property JDF 948 Step 6: Check the first box on line 2 if you are an owner by inheritance. Check the second box if your interest in the property that is the subject of this petition is other than that of an owner by inheritance and explain.

 

Colorado Petition For The Determination Of Heirs Or Devisees Or Both, And Of Interests In Property JDF 948 Step 8: On line 3, provide the date of death, place of death, and the city, county and state of residence at the time of death. Complete the rest of the form as instructed.

 

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Petition to Re-Open Estate

Petition to Re-Open Estate

 

INSTRUCTIONS: COLORADO PETITION TO RE-OPEN ESTATE (Form JDF 990)

 

 

The form discussed in this article is filed to petition for the re-opening of a Colorado estate. The document can be obtained from the website maintained by the Judicial Branch of the state of Colorado.

 

Colorado Petition To Re-Open Estate JDF 990 Step 1: Check the first box if filing in district court.

 

Colorado Petition To Re-Open Estate JDF 990 Step 2: Check the second box if filing in Denver probate court.

 

Colorado Petition To Re-Open Estate JDF 990 Step 3: Enter the name of the county where you are filing on the first blank line.

 

Colorado Petition To Re-Open Estate JDF 990 Step 4: Enter the court address where indicated.

 

Colorado Petition To Re-Open Estate JDF 990 Step 5: Enter the name of the decedent whose estate is concerned where indicated.

 

Colorado Petition To Re-Open Estate JDF 990 Step 6: Enter the name of your attorney, as well as their address, phone number, fax number, email address and attorney registration number. If self-represented, enter your name, address, phone number, fax number and email address.

 

Colorado Petition To Re-Open Estate JDF 990 Step 7: Where indicated, enter the case number, division and courtroom.

 

Colorado Petition To Re-Open Estate JDF 990 Step 8: On the first blank line of line 1, enter your name.

 

Colorado Petition To Re-Open Estate JDF 990 Step 9: On the second blank line, enter your relationship to the decedent.

 

Colorado Petition To Re-Open Estate JDF 990 Step 10: On the third blank line, enter your street address.

 

Colorado Petition To Re-Open Estate JDF 990 Step 11: On the fourth blank line, enter your mailing address if different from the one entered above.

 

Colorado Petition To Re-Open Estate JDF 990 Step 12: On the fifth blank line, enter your city.

 

Colorado Petition To Re-Open Estate JDF 990 Step 13: On the sixth blank line, enter your state.

 

Colorado Petition To Re-Open Estate JDF 990 Step 14: On the seventh blank line, enter your zip code.

 

Colorado Petition To Re-Open Estate JDF 990 Step 15: On the eighth blank line, enter your home phone number.

 

Colorado Petition To Re-Open Estate JDF 990 Step 16: On the ninth blank line, enter your email address.

 

Colorado Petition To Re-Open Estate JDF 990 Step 17: Complete the rest of the form as instructed.

 

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Notice of Ancillary Administration Filing

 

INSTRUCTIONS: MICHIGAN NOTICE OF ANCILLARY ADMINISTRATION FILING (Form PC 619)

 

 

The form discussed in this article is filed by a domiciliary foreign personal representative to give notification of ancillary administration of a Michigan estate. This document can be obtained from the website maintained by the Michigan Courts system.

 

Michigan Notice Of Ancillary Administration Filing PC 619 Step 1: Enter the file number where indicated.

 

Michigan Notice Of Ancillary Administration Filing PC 619 Step 2: On the first blank line, enter the name of the person whose estate is concerned.

 

Michigan Notice Of Ancillary Administration Filing PC 619 Step 3: On the first blank line of line 1, print or type your name.

 

Michigan Notice Of Ancillary Administration Filing PC 619 Step 4: On the second blank line, enter the county and state of the decedent's domicile.

 

Michigan Notice Of Ancillary Administration Filing PC 619 Step 5: Check the blank box if you have attached an authenticated copy of the official bond given.

 

Michigan Notice Of Ancillary Administration Filing PC 619 Step 6: Line 2 states that no local administration is pending in Michigan.

 

Michigan Notice Of Ancillary Administration Filing PC 619 Step 7: Line 3 states that no application or petition for local administration is pending in Michigan.

 

Michigan Notice Of Ancillary Administration Filing PC 619 Step 8: Line 4 states that the decedent has property located in the Michigan county you are filing in.

 

Michigan Notice Of Ancillary Administration Filing PC 619 Step 9: Enter the date on the next blank line.

 

Michigan Notice Of Ancillary Administration Filing PC 619 Step 10: On the first blank line on the left, type or print the name of your attorney and enter their bar number.

 

Michigan Notice Of Ancillary Administration Filing PC 619 Step 11: On the next blank line, enter the street address of your attorney.

 

Michigan Notice Of Ancillary Administration Filing PC 619 Step 12: On the next blank line, enter the city, state, zip code and telephone number of your attorney.

 

Michigan Notice Of Ancillary Administration Filing PC 619 Step 13: On the next blank line on the right, enter your signature.

 

Michigan Notice Of Ancillary Administration Filing PC 619 Step 14: On the next blank line, type or print your name. On the last two blank lines, enter your street address, city, state, zip code and telephone number.

 

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Petition and Order for Reinstatement (Estate Not Closed)

 

INSTRUCTIONS: MICHIGAN PETITION AND ORDER FOR REINSTATEMENT (ESTATE NOT CLOSED) (Form PC 603)

 

 

The form discussed in this article is filed by someone who was suspended from their position as a Michigan estate fiduciary to petition for their reinstatement in cases where the estate has not yet been closed. This document can be obtained from the website maintained by the Michigan Courts system.

 

Michigan Petition And Order For Reinstatement (Estate Not Closed) PC 603 Step 1: Enter the file number where indicated.

 

Michigan Petition And Order For Reinstatement (Estate Not Closed) PC 603 Step 2: On the first blank line, enter the name of the person whose estate is concerned.

 

Michigan Petition And Order For Reinstatement (Estate Not Closed) PC 603 Step 3: Check the first box on line 1 if you were suspended because of failure to file an inventory.

 

Michigan Petition And Order For Reinstatement (Estate Not Closed) PC 603 Step 4: Check the second box if you were suspended because of failure to submit inventory fee information.

 

Michigan Petition And Order For Reinstatement (Estate Not Closed) PC 603 Step 5: Check the third box if you were suspended because of failure to file an account.

 

Michigan Petition And Order For Reinstatement (Estate Not Closed) PC 603 Step 6: Check the fourth box if you were suspended for another reason and provide an explanation.

 

Michigan Petition And Order For Reinstatement (Estate Not Closed) PC 603 Step 7: On line 3, enter the names and addresses of all persons interested in the estate or their personal representatives who were not notified of your suspension.

 

Michigan Petition And Order For Reinstatement (Estate Not Closed) PC 603 Step 8: On line 4, enter the title to which you wish to be reinstated.

 

Michigan Petition And Order For Reinstatement (Estate Not Closed) PC 603 Step 9: On the next blank line, enter the date.

 

Michigan Petition And Order For Reinstatement (Estate Not Closed) PC 603 Step 10: On the next blank line, enter your signature.

 

Michigan Petition And Order For Reinstatement (Estate Not Closed) PC 603 Step 11: On the next blank line, type or print your name.

 

Michigan Petition And Order For Reinstatement (Estate Not Closed) PC 603 Step 12: On the last two blank lines, enter your street address, city, state, zip code and telephone number.

 

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Sworn Closing Statement, Summary Proceeding, Small Estates

 

INSTRUCTIONS: MICHIGAN SWORN CLOSING STATEMENT, SUMMARY PROCEEDING, SMALL ESTATES (Form PC 590)

 

 

The form discussed in this article is filed by the Michigan personal representative of an estate as part of the summary proceedings involved in closing a small estate. This document can be obtained from the website maintained by the Michigan Courts system.

 

Michigan Sworn Closing Statement, Summary Proceeding, Small Estates PC 590 Step 1: Enter the file number where indicated.

 

Michigan Sworn Closing Statement, Summary Proceeding, Small Estates PC 590 Step 2: On the first blank line, enter the name of the person whose estate is concerned.

 

Michigan Sworn Closing Statement, Summary Proceeding, Small Estates PC 590 Step 3: Line 1 states that you are the personal representative and that this estate will be closed without a hearing once this statement is filed.

 

Michigan Sworn Closing Statement, Summary Proceeding, Small Estates PC 590 Step 4: On line 2, enter the names and addresses of any interested persons or their representatives that do not appear on the initial application or petition.

 

Michigan Sworn Closing Statement, Summary Proceeding, Small Estates PC 590 Step 5: Line 3 states that the estate is not under supervised administration and you have not been prohibited by court order from filing this statement.

 

Michigan Sworn Closing Statement, Summary Proceeding, Small Estates PC 590 Step 6: Line 4 states that to your knowledge the value of the estate did not exceed administration costs, expenses and other disbursements.

 

Michigan Sworn Closing Statement, Summary Proceeding, Small Estates PC 590 Step 7: Line 5 states that you fully administered the estate by disbursing and distributing it to all entitled persons.

 

Michigan Sworn Closing Statement, Summary Proceeding, Small Estates PC 590 Step 8: Line 6 states that you distributed a copy of this statement to all estate distributees, creditors, claimants and demandants whose claims are neither barred nor paid.

 

Michigan Sworn Closing Statement, Summary Proceeding, Small Estates PC 590 Step 9: Enter your signature on the next blank line.

 

Michigan Sworn Closing Statement, Summary Proceeding, Small Estates PC 590 Step 10: Type or print your name on the next blank line.

 

Michigan Sworn Closing Statement, Summary Proceeding, Small Estates PC 590 Step 11: Enter your street address, city, state, zip code and telephone number on the next two blank lines, then have the form certified by a notary public.

 

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Order Appointing Special Fiduciary and/or Suspending Powers of Fiduciary

 

INSTRUCTIONS: MICHIGAN ORDER APPOINTING SPECIAL FIDUCIARY AND/OR SUSPENDING POWERS OF FIDUCIARY (Form PC 602)

 

 

The form discussed in this article is issued by a Michigan court to appoint a special fiduciary for administration of an estate or to suspend the powers of a fiduciary. This document can be obtained from the website maintained by the Michigan Courts system.

 

Michigan Order Appointing Special Fiduciary And/Or Suspending Powers Of Fiduciary PC 602 Step 1: Indicate with a check mark whether this order appoints a special fiduciary or suspends the powers of a fiduciary.

 

Michigan Order Appointing Special Fiduciary And/Or Suspending Powers Of Fiduciary PC 602 Step 2: Enter the file number where indicated.

 

Michigan Order Appointing Special Fiduciary And/Or Suspending Powers Of Fiduciary PC 602 Step 3: On the first blank line, enter the name of the person whose estate is concerned.

 

Michigan Order Appointing Special Fiduciary And/Or Suspending Powers Of Fiduciary PC 602 Step 4: On line 1, enter the date of entry, the name of the judge and their bar number.

 

Michigan Order Appointing Special Fiduciary And/Or Suspending Powers Of Fiduciary PC 602 Step 5: On line 2, enter the name of the fiduciary.

 

Michigan Order Appointing Special Fiduciary And/Or Suspending Powers Of Fiduciary PC 602 Step 6: Check the first box on line 2 if the fiduciary has failed to file an inventory.

 

Michigan Order Appointing Special Fiduciary And/Or Suspending Powers Of Fiduciary PC 602 Step 7: Check the second box if the fiduciary has failed to file an account.

 

Michigan Order Appointing Special Fiduciary And/Or Suspending Powers Of Fiduciary PC 602 Step 8: Check the third box if the fiduciary has failed to file a report of guardian on the condition of a ward.

 

Michigan Order Appointing Special Fiduciary And/Or Suspending Powers Of Fiduciary PC 602 Step 9: Check the fourth box if the fiduciary has failed to file a notice of continued administration or a paper required to close the estate.

 

Michigan Order Appointing Special Fiduciary And/Or Suspending Powers Of Fiduciary PC 602 Step 10: Check the fifth box if the fiduciary has failed to do something other than listed above and provide an explanation.

 

Michigan Order Appointing Special Fiduciary And/Or Suspending Powers Of Fiduciary PC 602 Step 11: Complete the rest of the form as instructed.

 

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Affidavit for Collection of Personal Property of Decedent

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Estate Planning for Families with Minor Children

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