INSTRUCTIONS: CALIFORNIA CONFIDENTIAL CONSERVATOR SCREENING FORM (Form GC-314)

The form discussed in this article must be completed by every proposed California conservator. This document can be obtained from the website maintained by the California Judicial Branch.

California Confidential Conservator Screening Form GC-314 Step 1: In the box at the top of the page, enter the name of your attorney, their state bar number, their telephone number and the name of the client being represented. If you do not have an attorney, enter the applicable information for yourself. In either case, including a fax number or email address is optional.

California Confidential Conservator Screening Form GC-314 Step 2: In the second box, enter the county in which the court is located, its street address and mailing address, the city and zip code, and the branch name.

California Confidential Conservator Screening Form GC-314 Step 3: In the third box, enter the name of the proposed conservatee.

California Confidential Conservator Screening Form GC-314 Step 4: In the fourth box, enter the case number.

California Confidential Conservator Screening Form GC-314 Step 5: Indicate with a check mark whether this concerns conservatorship of a person, estate or a limited conservatorship.

California Confidential Conservator Screening Form GC-314 Step 6: In the next two blank boxes, enter the hearing date and time and the department.

California Confidential Conservator Screening Form GC-314 Step 7: On line 1a, enter your name.

California Confidential Conservator Screening Form GC-314 Step 8: On line 1b, enter your date of birth.

California Confidential Conservator Screening Form GC-314 Step 9: On line 1c, enter your Social Security number.

California Confidential Conservator Screening Form GC-314 Step 10: On line 1d, enter your driver's license number and the state in which it was issued.

California Confidential Conservator Screening Form GC-314 Step 11: On line 1e, enter your home and work telephone numbers.

California Confidential Conservator Screening Form GC-314 Step 12: Check line 2a if you are related to the proposed conservatee and specify your relationship.

California Confidential Conservator Screening Form GC-314 Step 13: Check line 2b if you personally know the proposed conservatee and enter the number of years and months you have known them.

California Confidential Conservator Screening Form GC-314 Step 14: Check all applicable statements on line 3.

California Confidential Conservator Screening Form GC-314 Step 15: Complete the rest of the form as instructed.

INSTRUCTIONS: CALIFORNIA SCHEDULE A, RECEIPTS, RENT — STANDARD ACCOUNT (Form GC-400(A)(4))

The form discussed in this article is used to document rent collected from properties by a California conservatorship or trust. This form can be obtained from the website maintained by the California Judicial Board.

California Schedule A, Receipts, Rent — Standard Account GC-400(A)(4) Step 1: Check the first box if you are filing on behalf of a conservatorship.

California Schedule A, Receipts, Rent — Standard Account GC-400(A)(4) Step 2: Check the second box if you are filing on behalf of a guardianship.

California Schedule A, Receipts, Rent — Standard Account GC-400(A)(4) Step 3: Enter the name of the conservatee or minor.

California Schedule A, Receipts, Rent — Standard Account GC-400(A)(4) Step 4: Check the third box if you have entered the name of a conservatee.

California Schedule A, Receipts, Rent — Standard Account GC-400(A)(4) Step 5: Check the fourth box if you have entered the name of a minor.

California Schedule A, Receipts, Rent — Standard Account GC-400(A)(4) Step 6: Enter the case number assigned to the estate where indicated.

California Schedule A, Receipts, Rent — Standard Account GC-400(A)(4) Step 7: In the first column of the table provided, enter the month, date and year of each receipt.

California Schedule A, Receipts, Rent — Standard Account GC-400(A)(4) Step 8: In the second column, enter a description of each receipt. Report rents from each property separately.

California Schedule A, Receipts, Rent — Standard Account GC-400(A)(4) Step 9: In the third column, enter the amount of each receipt.

California Schedule A, Receipts, Rent — Standard Account GC-400(A)(4) Step 10: If there is not sufficient space to document all rent received, complete additional pages as necessary. At the bottom of each page, enter the number of each page and the total number of pages.

California Schedule A, Receipts, Rent — Standard Account GC-400(A)(4) Step 11: Total the value of rent from all pages at the bottom of the table.

California Schedule A, Receipts, Rent — Standard Account GC-400(A)(4) Step 12: Include the value from the bottom of the table on line 3 of the Summary of Account form.

INSTRUCTIONS: CALIFORNIA DISTRIBUTIONS TO CONSERVATEE OR WARD — STANDARD AND SIMPLIFIED ACCOUNTS (Form GC-400(DIST)/GC-405(DIST))

The document discussed in this article is used to document distributions made to a California conservatee or ward. This document can be obtained from the website maintained by the California Judicial Branch.

California Distributions To Conservatee Or Ward — Standard And Simplified Accounts GC-400(DIST)/GC-405(DIST) Step 1: Check the first box if you are filing for a conservatorship.

California Distributions To Conservatee Or Ward — Standard And Simplified Accounts GC-400(DIST)/GC-405(DIST) Step 2: Check the second box if you are filing for a guardianship.

California Distributions To Conservatee Or Ward — Standard And Simplified Accounts GC-400(DIST)/GC-405(DIST) Step 3: Enter the name of the conservatee or minor.

California Distributions To Conservatee Or Ward — Standard And Simplified Accounts GC-400(DIST)/GC-405(DIST) Step 4: Check the third box if you entered the name of a conservatee.

California Distributions To Conservatee Or Ward — Standard And Simplified Accounts GC-400(DIST)/GC-405(DIST) Step 5: Check the fourth box if you entered the name of a minor.

California Distributions To Conservatee Or Ward — Standard And Simplified Accounts GC-400(DIST)/GC-405(DIST) Step 6: Where indicated, enter the case number.

California Distributions To Conservatee Or Ward — Standard And Simplified Accounts GC-400(DIST)/GC-405(DIST) Step 7: Specify the schedule letter where indicated.

California Distributions To Conservatee Or Ward — Standard And Simplified Accounts GC-400(DIST)/GC-405(DIST) Step 8: In the first column of the table provided, enter the date of each distribution to a conservatee or ward.

California Distributions To Conservatee Or Ward — Standard And Simplified Accounts GC-400(DIST)/GC-405(DIST) Step 9: In the second column, enter the date of the order authorizing distribution.

California Distributions To Conservatee Or Ward — Standard And Simplified Accounts GC-400(DIST)/GC-405(DIST) Step 10: In the third column, enter the check number.

California Distributions To Conservatee Or Ward — Standard And Simplified Accounts GC-400(DIST)/GC-405(DIST) Step 11: In the fourth column, enter a description of each payment.

California Distributions To Conservatee Or Ward — Standard And Simplified Accounts GC-400(DIST)/GC-405(DIST) Step 12: In the fifth column, enter the amount of each payment. Enter the total of these payments at the bottom of the table.

INSTRUCTIONS: OHIO ASSETS AND LIABILITIES OF ESTATE TO BE RELIEVED FROM ADMINISTRATION (Form 5.1)

The document discussed in this article is to be filed during administration of Ohio estates to document assets and liabilities of the estate which the fiduciary wishes to be relieved from this process. This document can be obtained from the website maintained by the Ohio Supreme Court.

Ohio Assets And Liabilities Of Estate To Be Relieved From Administration 5.1 Step 1: Enter the name of the county on the first blank line.

Ohio Assets And Liabilities Of Estate To Be Relieved From Administration 5.1 Step 2: Enter the name of the decedent on the second blank line.

Ohio Assets And Liabilities Of Estate To Be Relieved From Administration 5.1 Step 3: Enter the case number on the third blank line.

Ohio Assets And Liabilities Of Estate To Be Relieved From Administration 5.1 Step 4: On the first line of the table below, enter the value of the first automobile selected by the surviving spouse.

Ohio Assets And Liabilities Of Estate To Be Relieved From Administration 5.1 Step 5: On the second line, enter the value of the second automobile selected by the surviving spouse.

Ohio Assets And Liabilities Of Estate To Be Relieved From Administration 5.1 Step 6: On the third line, enter the total value of these automobiles.

Ohio Assets And Liabilities Of Estate To Be Relieved From Administration 5.1 Step 7: On the next line, enter the appraised value of the real estate described in the accompany certificate of transfer, as well as the number of this certificate.

Ohio Assets And Liabilities Of Estate To Be Relieved From Administration 5.1 Step 8: On the remainder of the first page, describe and provide the value of other applicable assets. Enter their total value at the bottom of the page.

Ohio Assets And Liabilities Of Estate To Be Relieved From Administration 5.1 Step 9: The second page is for documentation of the decedent's debts. Enter the name of each creditor in the first column.

Ohio Assets And Liabilities Of Estate To Be Relieved From Administration 5.1 Step 10: Enter the nature of each debt in the second column and the amount of the debt in the third column. Complete the rest of the form as instructed.