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Distributions to Conservatee or Ward—Standard and Simplified Accounts

Distributions to Conservatee or Ward—Standard and Simplified Accounts

 

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.

 

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Probate Proceeding Checklist

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Assets and Liabilities of Estate to be Relieved from Administration

Assets and Liabilities of Estate to be Relieved from Administration

 

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.

 

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Summary of General Rights of Surviving Spouse

Summary of General Rights of Surviving Spouse

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Adoption Decree – Stepparent Adoption of a Minor

Adoption Decree - Stepparent Adoption of a Minor

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Authentication and Exemption

Authentication and Exemption

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Consent to Settlement & Decree

Consent to Settlement & Decree

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Statement of Proposed Ward’s Assets & Income

Statement of Proposed Ward’s Assets & Income

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Notice of Right to Petition for Termination or Modification of Guardianship

Notice of Right to Petition for Termination or Modification of Guardianship

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Petition to Change Name of Minor

Petition to Change Name of Minor

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