INSTRUCTIONS: KENTUCKY SETTLEMENT OF ESTATE (NOT ELECTRONIC) (Form AOC-846)

The form discussed in this article is used to document the settlement of a Kentucky estate. This document can be obtained from the website maintained by the Kentucky Court of Justice.

Kentucky Settlement Of Estate (Not Electronic) AOC-846 Step 1: On the first blank line, enter the case number.

Kentucky Settlement Of Estate (Not Electronic) AOC-846 Step 2: On the second blank line, enter the court.

Kentucky Settlement Of Estate (Not Electronic) AOC-846 Step 3: On the third blank line, enter the county.

Kentucky Settlement Of Estate (Not Electronic) AOC-846 Step 4: On the fourth blank line, enter the division.

Kentucky Settlement Of Estate (Not Electronic) AOC-846 Step 5: Where indicated, enter the name of the estate and the date on which the estate was settled.

Kentucky Settlement Of Estate (Not Electronic) AOC-846 Step 6: In the first column of the table provided below, enter the date of each payment.

Kentucky Settlement Of Estate (Not Electronic) AOC-846 Step 7: In the second column, enter a description of the payment.

Kentucky Settlement Of Estate (Not Electronic) AOC-846 Step 8: In the third column, enter the voucher number.

Kentucky Settlement Of Estate (Not Electronic) AOC-846 Step 9: In the fourth column, enter the receipts.

Kentucky Settlement Of Estate (Not Electronic) AOC-846 Step 10: In the fifth column, enter the amount of the disbursement.

Kentucky Settlement Of Estate (Not Electronic) AOC-846 Step 11: Complete documentation on the second page enter the total receipts and disbursements at the bottom of the table.

Kentucky Settlement Of Estate (Not Electronic) AOC-846 Step 12: The bottom lefthand corner should be completed by a notary public. On the first blank line, the number of the district will be entered.

Kentucky Settlement Of Estate (Not Electronic) AOC-846 Step 13: On the second blank line, enter the title of the position or title of the person filing the form.

Kentucky Settlement Of Estate (Not Electronic) AOC-846 Step 14: On the third blank line, enter the name of the estate.

Kentucky Settlement Of Estate (Not Electronic) AOC-846 Step 15: On the fourth blank line, enter the date on which you assumed this position.

Kentucky Settlement Of Estate (Not Electronic) AOC-846 Step 16: The notary public will complete the rest of this section, while the right side of the form will be completed by a clerk of the court.

INSTRUCTIONS: CALIFORNIA WAIVER OF NOTICE OF PROPOSED ACTION (Form DE-166)

The form discussed in this article is used to waive the right to notice of proposed action in California probate cases. This document can be obtained from the website maintained by the California Judicial Branch.

California Waiver Of Notice Of Proposed Action DE-166 Step 1: In the first blank box, enter the name of your attorney, as well as their state bar number, address and telephone number. If you are not represented by a lawyer, enter your name, address and telephone number. In either case providing a fax number or email address is optional.

California Waiver Of Notice Of Proposed Action DE-166 Step 2: In the second blank box, enter the county in which the court is located, as well as its street and mailing addresses, city, zip code and branch name.

California Waiver Of Notice Of Proposed Action DE-166 Step 3: In the third blank box, enter the name of the decedent.

California Waiver Of Notice Of Proposed Action DE-166 Step 4: In the fourth blank box, enter the case number.

California Waiver Of Notice Of Proposed Action DE-166 Step 5: On line 1a, enter the name of the personal representative with authority to administer the estate of the decedent without court supervision.

California Waiver Of Notice Of Proposed Action DE-166 Step 6: On line 1b, enter the address of the personal representative.

California Waiver Of Notice Of Proposed Action DE-166 Step 7: At the top of the second page, enter the name of the decedent and the case number. 

California Waiver Of Notice Of Proposed Action DE-166 Step 8: Check the box on line 4a if waiving your right to receive prior notice of any and all actions the personal representative is authorized to take.

California Waiver Of Notice Of Proposed Action DE-166 Step 9: Check the box on line 4b if waiving your right to receive prior notice of any of the kinds of transactions listed below that the personal representative is authorized to take.

California Waiver Of Notice Of Proposed Action DE-166 Step 10: If you require additional space to detail the types of transactions to which you are waiving your right to prior notice, complete attachment 4 and check the box where indicated.

California Waiver Of Notice Of Proposed Action DE-166 Step 11: Enter the date, then print and sign your name where indicated.

INSTRUCTIONS: CALIFORNIA DECLARATION OF PRIVATE PROFESSIONAL CONSERVATOR OR GUARDIAN – QUALIFICATIONS (Form GC-005)

The form discussed in this article must be filed on an annual basis by court-appointed California professional conservators or guardians. This document can be obtained from the website maintained by the California Judicial Branch.

California Declaration Of Private Professional Conservator Or Guardian – Qualifications GC-005 Step 1: In the first blank box, enter the county in which the court is located, in addition to its street address, mailing address, city, state and zip code.

California Declaration Of Private Professional Conservator Or Guardian – Qualifications GC-005 Step 2: In the second blank box, enter the name of the professional conservator or guardian, and specify which.

California Declaration Of Private Professional Conservator Or Guardian – Qualifications GC-005 Step 3: In the third blank box, enter the case number.

California Declaration Of Private Professional Conservator Or Guardian – Qualifications GC-005 Step 4: Indicate with a check mark whether this is the declaration of a conservator or guardian.

California Declaration Of Private Professional Conservator Or Guardian – Qualifications GC-005 Step 5: Above line 1, enter your name.

California Declaration Of Private Professional Conservator Or Guardian – Qualifications GC-005 Step 6: On line 1a, enter your name and the name of your business or firm.

California Declaration Of Private Professional Conservator Or Guardian – Qualifications GC-005 Step 7: On line 1b, enter your business street address, city, county, state and zip code.

California Declaration Of Private Professional Conservator Or Guardian – Qualifications GC-005 Step 8: On line 1c, enter your mailing address.

California Declaration Of Private Professional Conservator Or Guardian – Qualifications GC-005 Step 9: On line 1d, enter your email address.

California Declaration Of Private Professional Conservator Or Guardian – Qualifications GC-005 Step 10: On line 1e, enter your daytime phone number, night phone number, and fax number. Providing your cell phone number is optional.

California Declaration Of Private Professional Conservator Or Guardian – Qualifications GC-005 Step 11: Check box 2a if you have not been convicted of a misdemeanor involving abuse and neglect of a child or an elderly or dependent adult or of any felony. Check box 2b if you have not been determined to be liable in a civil action or proceeding for conversion, embezzlement, fraud, misappropriation, misrepresentation or theft. Complete the rest of the form as instructed.

INSTRUCTIONS: CALIFORNIA NOTICE OF OPENING OR CHANGING A GUARDIANSHIP OR CONSERVATORSHIP ACCOUNT OR SAFE-DEPOSIT BOX (Form GC-051)

The form discussed in this article must be filed by a California financial institution whenever a guardian or conservator of the estate of a person opens or changes the name on an account or safe-deposit box. This document can be obtained from the website maintained by the California Judicial Branch.

California Notice Of Opening Or Changing A Guardianship Or Conservatorship Account Or Safe-Deposit Box GC-051 Step 1: In the first blank box, enter the name and title of the declarant, as well as the institution's name, address and telephone number. Providing a fax number is optional.

California Notice Of Opening Or Changing A Guardianship Or Conservatorship Account Or Safe-Deposit Box GC-051 Step 2: In the second blank box, enter the county in which the court is located, as well as its street address, mailing address, city, zip code and branch name.

California Notice Of Opening Or Changing A Guardianship Or Conservatorship Account Or Safe-Deposit Box GC-051 Step 3: Indicate whether this concerns a guardianship or a conservatorship with a check mark.

California Notice Of Opening Or Changing A Guardianship Or Conservatorship Account Or Safe-Deposit Box GC-051 Step 4: Enter the name of the minor or conservatee.

California Notice Of Opening Or Changing A Guardianship Or Conservatorship Account Or Safe-Deposit Box GC-051 Step 5: Indicate whether you entered the name of a minor or a conservatee with a check mark.

California Notice Of Opening Or Changing A Guardianship Or Conservatorship Account Or Safe-Deposit Box GC-051 Step 6: Where indicated, enter the case number.

California Notice Of Opening Or Changing A Guardianship Or Conservatorship Account Or Safe-Deposit Box GC-051 Step 7: On line 3a, enter the name of the financial institution.

California Notice Of Opening Or Changing A Guardianship Or Conservatorship Account Or Safe-Deposit Box GC-051 Step 8: On line 3b, enter the name of the branch, as well as its street address, city, zip code and telephone number.

California Notice Of Opening Or Changing A Guardianship Or Conservatorship Account Or Safe-Deposit Box GC-051 Step 9: On line 4, indicate the account status with a check mark next to the applicable statement.

California Notice Of Opening Or Changing A Guardianship Or Conservatorship Account Or Safe-Deposit Box GC-051 Step 10: Complete the rest of the form as instructed.

INSTRUCTIONS: CALIFORNIA PETITION FOR EXCLUSIVE AUTHORITY TO GIVE CONSENT FOR MEDICAL TREATMENT (Form GC-380)

The form discussed in this article is used to request exclusive authority to give consent for medical treatment of a California conservatee. This document can be obtained from the website maintained by the California Judicial Board.

California Petition For Exclusive Authority To Give Consent For Medical Treatment GC-380 Step 1: In the first blank box, enter the name of the attorney, as well as their state bar number, address, telephone number, fax number and name of the represented party. If you have no attorney, enter the applicable information for yourself.

California Petition For Exclusive Authority To Give Consent For Medical Treatment GC-380 Step 2: In the second blank box, enter the county, street address, mailing address, city and zip code, and branch name of the court being petitioned.

California Petition For Exclusive Authority To Give Consent For Medical Treatment GC-380 Step 3: In the third blank box, indicate whether this petition concerns a person or estate with a check mark.

California Petition For Exclusive Authority To Give Consent For Medical Treatment GC-380 Step 4: Enter the name of the conservatee.

California Petition For Exclusive Authority To Give Consent For Medical Treatment GC-380 Step 5: In the fourth blank box, enter the case number.

California Petition For Exclusive Authority To Give Consent For Medical Treatment GC-380 Step 6: On line 1, enter the name of the petitioner.

California Petition For Exclusive Authority To Give Consent For Medical Treatment GC-380 Step 7: On line 1c, indicate with a check mark whether you are requesting that treatment be performed by a licensed medical practitioner, a licensed psychologist within the scope of his or her licensure, or an accredited practitioner of a religion relying on prayer alone for healing.

California Petition For Exclusive Authority To Give Consent For Medical Treatment GC-380 Step 8: Check the box on line 1d if requesting orders related to dementia treatment or placement.

California Petition For Exclusive Authority To Give Consent For Medical Treatment GC-380 Step 9: On line 1e, if applicable, enter the date of the order you wish to have revoked, modified as specified in attachment 1e or as specified below. Indicate which with a check mark.

California Petition For Exclusive Authority To Give Consent For Medical Treatment GC-380 Step 10: Complete the rest of the form as instructed.

INSTRUCTIONS: CALIFORNIA SCHEDULE C, DISBURSEMENT, GENERAL ADMINISTRATION EXPENSES — STANDARD ACCOUNT (Form GC-400(C)(5))

The form discussed in this article is used by California guardianships and conservatorships to document general administration expenses paid by the estate other than the fees of the conservator, guardian or of an attorney. This document can be obtained from the website maintained by the California Judicial Branch.

California Schedule C, Disbursement, General Administration Expenses — Standard Account GC-400(C)(5) Step 1: If filing for a conservatorship, check the first box.

California Schedule C, Disbursement, General Administration Expenses — Standard Account GC-400(C)(5) Step 2: If filing for a guardianship, check the second box.

California Schedule C, Disbursement, General Administration Expenses — Standard Account GC-400(C)(5) Step 3: Enter the name of the conservatee or minor.

California Schedule C, Disbursement, General Administration Expenses — Standard Account GC-400(C)(5) Step 4: If you have entered the name of a conservatee, check the third box.

California Schedule C, Disbursement, General Administration Expenses — Standard Account GC-400(C)(5) Step 5: If you have entered the name of a minor, check the fourth box.

California Schedule C, Disbursement, General Administration Expenses — Standard Account GC-400(C)(5) Step 6: Enter the case number assigned to the estate.

California Schedule C, Disbursement, General Administration Expenses — Standard Account GC-400(C)(5) Step 7: Enter the month, date and year of each payment in the first column of the table provided.

California Schedule C, Disbursement, General Administration Expenses — Standard Account GC-400(C)(5) Step 8: Enter the check number of each payment in the second column.

California Schedule C, Disbursement, General Administration Expenses — Standard Account GC-400(C)(5) Step 9: Enter the name of the payee and the purpose of each payment in the third column.

California Schedule C, Disbursement, General Administration Expenses — Standard Account GC-400(C)(5) Step 10: Enter the amount of each payment in the fourth column.

California Schedule C, Disbursement, General Administration Expenses — Standard Account GC-400(C)(5) Step 11: Complete additional pages if you require further space for documentation of general administration expenses.

California Schedule C, Disbursement, General Administration Expenses — Standard Account GC-400(C)(5) Step 12: Enter the total of general administration expenses documented on all pages at the bottom of the table.

INSTRUCTIONS: CALIFORNIA NON-CASH ASSETS ON HAND AT BEGINNING OF ACCOUNT PERIOD — STANDARD AND SIMPLIFIED ACCOUNTS (Form GC-400(PH)(2)/(GC-405(PH)(2)

This form is used to document non-cash assets of a California conservatorship or guardianship. Such assets must be appraised by a probate referee and listed on Attachment 2 of the Inventory and Appraisal. This document can be obtained from the website maintained by the California Judicial System.

California Non-Cash Assets On Hand At Beginning Of Account Period — Standard And Simplified Accounts GC-400(PH)(2)/GC-405(PH)(2) Step 1: Check the first box if filing for a conservatorship.

California Non-Cash Assets On Hand At Beginning Of Account Period — Standard And Simplified Accounts GC-400(PH)(2)/GC-405(PH)(2) Step 2: Check the second box if filing for a guardianship.

California Non-Cash Assets On Hand At Beginning Of Account Period — Standard And Simplified Accounts GC-400(PH)(2)/GC-405(PH)(2) Step 3: Write the name of the conservatee or minor. 

California Non-Cash Assets On Hand At Beginning Of Account Period — Standard And Simplified Accounts GC-400(PH)(2)/GC-405(PH)(2) Step 4: Indicate whether this is the name of a conservatee or minor by checking the applicable box.

California Non-Cash Assets On Hand At Beginning Of Account Period — Standard And Simplified Accounts GC-400(PH)(2)/GC-405(PH)(2) Step 5: Enter the case number in the box on the right.

California Non-Cash Assets On Hand At Beginning Of Account Period — Standard And Simplified Accounts GC-400(PH)(2)/GC-405(PH)(2) Step 6: Where indicated, enter the first date of the account period.

California Non-Cash Assets On Hand At Beginning Of Account Period — Standard And Simplified Accounts GC-400(PH)(2)/GC-405(PH)(2) Step 7: In the first column of the table provided, enter a description of the non-cash assets.

California Non-Cash Assets On Hand At Beginning Of Account Period — Standard And Simplified Accounts GC-400(PH)(2)/GC-405(PH)(2) Step 8: In the second column, enter the estimated market value of each non-cash asset.

California Non-Cash Assets On Hand At Beginning Of Account Period — Standard And Simplified Accounts GC-400(PH)(2)/GC-405(PH)(2) Step 9: In the third column, enter the carry value of each non-cash asset. Enter the total market and cash values at the bottom of the table.