INSTRUCTIONS: KENTUCKY FIDUCIARY BOND (Form AOC-825)

The form discussed in this article is filed to submit a bond for a fiduciary involved in the administration or execution of a Kentucky estate. This document can be obtained from the website maintained by the Kentucky Court of Justice.

Kentucky Fiduciary Bond AOC-825 Step 1: On the first blank line, enter the case number.

Kentucky Fiduciary Bond AOC-825 Step 2: On the next blank line, enter the court.

Kentucky Fiduciary Bond AOC-825 Step 3: On the next blank line, enter the county.

Kentucky Fiduciary Bond AOC-825 Step 4: On the next blank line, enter the name of the decedent.

Kentucky Fiduciary Bond AOC-825 Step 5: On the next three blank lines, enter the address of the estate.

Kentucky Fiduciary Bond AOC-825 Step 6: On the next blank line, enter the position to which you have been appointed.

Kentucky Fiduciary Bond AOC-825 Step 7: On the next blank line, enter the name of the court which has appointed you to this position.

Kentucky Fiduciary Bond AOC-825 Step 8: On the next blank line, enter the month and date on which you were appointed to this position.

Kentucky Fiduciary Bond AOC-825 Step 9: On the next blank line, enter the last two digits of the year in which you were appointed to this position.

Kentucky Fiduciary Bond AOC-825 Step 10: On the next blank line, enter the amount of the bond.

Kentucky Fiduciary Bond AOC-825 Step 11: On the next blank line, enter the name of the fiduciary.

Kentucky Fiduciary Bond AOC-825 Step 12: On the next blank line, enter the signature of the fiduciary.

Kentucky Fiduciary Bond AOC-825 Step 13: On the next three blank lines, enter the address of the fiduciary.

Kentucky Fiduciary Bond AOC-825 Step 14: On the next blank line, enter the name of the surety.

Kentucky Fiduciary Bond AOC-825 Step 15: On the next blank line, enter the signature of the surety.

Kentucky Fiduciary Bond AOC-825 Step 16: On the next three blank lines, enter the address of the surety.

Kentucky Fiduciary Bond AOC-825 Step 17: Another surety may complete the bottom of the page if applicable.

Kentucky Fiduciary Bond AOC-825 Step 18: The form should be subscribed before a court clerk. If you have an attorney, they must complete the bottom of the page as instructed.

INSTRUCTIONS: CALIFORNIA PROOF OF HOLOGRAPHIC INSTRUMENT (Form DE-135)

The form discussed in this article is filed as part of California probation of an estate to verify the authenticity of a holographic instrument completed by the decedent. This document can be obtained from the website maintained by the California Judicial Board.

California Proof Of Holographic Instrument DE-135 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 not represented by a lawyer, enter your name, address and telephone number. In either case, providing an email address or fax number is optional.

California Proof Of Holographic Instrument DE-135 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 Proof Of Holographic Instrument DE-135 Step 3: In the third blank box, enter the name of the decedent.

California Proof Of Holographic Instrument DE-135 Step 4: In the fourth blank box, enter the case number.

California Proof Of Holographic Instrument DE-135 Step 5: On line 1, enter the number of years you were acquainted with the decedent.

California Proof Of Holographic Instrument DE-135 Step 6: Check the box on line 2 if you were related to the decedent and specify how.

California Proof Of Holographic Instrument DE-135 Step 7: Check the box on line 3a if you have personal knowledge of the decedent's handwriting because you saw them write.

California Proof Of Holographic Instrument DE-135 Step 8: Check the box on line 3b if you have personal knowledge of the decedent's handwriting because you saw writing purporting to be in the decedent's handwriting and upon which the decedent acted or was charged. Specify the document.

California Proof Of Holographic Instrument DE-135 Step 9: Check the box on line 3c if you have personal knowledge of the decedent's handwriting because you received letters in the due course of mail purporting to be from the decedent in response to letters you addressed and mailed to them.

California Proof Of Holographic Instrument DE-135 Step 10: Check the box on line 3d if you have personal knowledge of the decedent's handwriting for other reasons and specify.

California Proof Of Holographic Instrument DE-135 Step 11: Complete the rest of the form as instructed.

INSTRUCTIONS: CALIFORNIA ORDER CONFIRMING SALE OF REAL PROPERTY (Form DE-265/GC-065)

The form discussed in this article is completed by a California court to confirm the sale of real property by an estate, guardianship or conservatorship. This document can be obtained from the website maintained by the California Judicial Branch.

California Order Confirming Sale Of Real Property DE-265/GC-065 Step 1: In the first blank box, enter the name of your attorney, as well as their state bar number, address, and telephone number. Those not represented by an attorney should enter their name, address and telephone number. In either case, providing an email address or fax number is optional.

California Order Confirming Sale Of Real Property DE-265/GC-065 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 Order Confirming Sale Of Real Property DE-265/GC-065 Step 3: Indicate whether this is filed by an estate, conservatorship or guardianship with a check mark. Enter the name of the applicable decedent, conservatee or minor and indicate which with a check mark.

California Order Confirming Sale Of Real Property DE-265/GC-065 Step 4: If this form is also meant to confirm sale of other property as a unit, check the box where indicated.

California Order Confirming Sale Of Real Property DE-265/GC-065 Step 5: Enter the case number where indicated.

California Order Confirming Sale Of Real Property DE-265/GC-065 Step 6: On line 1, enter the hearing date, time, department and room.

California Order Confirming Sale Of Real Property DE-265/GC-065 Step 7: Check the box on line 3a if the sale was authorized or directed by the will.

California Order Confirming Sale Of Real Property DE-265/GC-065 Step 8: Check the box on line 3b if good reason existed for the sale.

California Order Confirming Sale Of Real Property DE-265/GC-065 Step 9: Enter the street address or location of the property in question.

California Order Confirming Sale Of Real Property DE-265/GC-065 Step 10: Check the box on line 6 if this was a private sale in which the amount bid was 90% or more of the appraised value of the property as appraised within one year of the date of the hearing. Complete the rest of the form as instructed.

INSTRUCTIONS: CALIFORNIA NOTICE OF HEARING – GUARDIANSHIP OR CONSERVATORSHIP (Form GC-020)

The form discussed in this article is used to notify people who are entitled to be informed of a hearing concerning a California guardianship or conservatorship. This document can be obtained from the website maintained by the California Judicial Branch.

California Notice Of Hearing – Guardianship Or Conservatorship GC-020 Step 1: In the first blank box, enter the name of your attorney, in addition to their state bar number, address and telephone number. If not represented by an attorney, enter your name, address and telephone number. In either case, entering an email address or fax number is optional.

California Notice Of Hearing – Guardianship Or Conservatorship GC-020 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 Hearing – Guardianship Or Conservatorship GC-020 Step 3: Check the first box if this concerns a guardianship.

California Notice Of Hearing – Guardianship Or Conservatorship GC-020 Step 4: Check the second box if this concerns a conservatorship.

California Notice Of Hearing – Guardianship Or Conservatorship GC-020 Step 5: Check the third box if this concerns the guardianship or conservatorship of a person.

California Notice Of Hearing – Guardianship Or Conservatorship GC-020 Step 6: Check the fourth box if this concerns the guardianship or conservatorship of an estate.

California Notice Of Hearing – Guardianship Or Conservatorship GC-020 Step 7: Enter the name of the minor, the conservatee or the proposed conservatee.

California Notice Of Hearing – Guardianship Or Conservatorship GC-020 Step 8: Check the fifth box if you entered the name of a minor.

California Notice Of Hearing – Guardianship Or Conservatorship GC-020 Step 9: Check the sixth box if you entered the name of a conservatee or proposed conservatee.

California Notice Of Hearing – Guardianship Or Conservatorship GC-020 Step 10: Enter the case number where indicated.

California Notice Of Hearing – Guardianship Or Conservatorship GC-020 Step 11: On line 1, enter the name of the person who filed a petition. Specify the type of petition filed below.

California Notice Of Hearing – Guardianship Or Conservatorship GC-020 Step 12: Check any applicable probate code sections under which independent exercise powers are sought on line 3. Complete the rest of the form as instructed.

INSTRUCTIONS: CALIFORNIA ATTACHMENT TO POST-MOVE NOTICE OF CHANGE OF RESIDENCE OF CONSERVATEE OR WARD (Form GC-080(MA))

When filing a California post-move notice of change of the residence of a conservatee or ward, the document discussed in this article is used if sufficient space was not provided on form GC-080 to document all people to whom a copy of the post-move notice was mailed. Both documents can be obtained from the website maintained by the California Judicial Branch.

California Attachment To Post-Move Notice Of Change Of Residence Of Conservatee Or Ward GC-080(MA) Step 1: Check the first box if this concerns a conservatorship.

California Attachment To Post-Move Notice Of Change Of Residence Of Conservatee Or Ward GC-080(MA) Step 2: Check the second box if this concerns a guardianship.

California Attachment To Post-Move Notice Of Change Of Residence Of Conservatee Or Ward GC-080(MA) Step 3: Check the third box if this concerns conservatorship or guardianship of an estate as well as a person.

California Attachment To Post-Move Notice Of Change Of Residence Of Conservatee Or Ward GC-080(MA) Step 4: Check the fourth box if this concerns a conservatee and enter their name.

California Attachment To Post-Move Notice Of Change Of Residence Of Conservatee Or Ward GC-080(MA) Step 5: Check the fifth box if this concerns a minor and enter their name.

California Attachment To Post-Move Notice Of Change Of Residence Of Conservatee Or Ward GC-080(MA) Step 6: Where indicated, enter the case number.

California Attachment To Post-Move Notice Of Change Of Residence Of Conservatee Or Ward GC-080(MA) Step 7: You may document up to nine additional people who were mailed a post-move notice of change on this page. In the first box of the section for each person, enter the name of the person.

California Attachment To Post-Move Notice Of Change Of Residence Of Conservatee Or Ward GC-080(MA) Step 8: In the second box of each section, enter the relationship to the conservatee or ward of each person.

California Attachment To Post-Move Notice Of Change Of Residence Of Conservatee Or Ward GC-080(MA) Step 9: In the third box of each section, enter the street address, city, state and zip code of each person to whom a post-move notice of change was sent.

INSTRUCTIONS: CALIFORNIA ORDER APPOINTING TEMPORARY CONSERVATOR (Form GC-141)

The form discussed in this article is used to appoint someone as a California temporary conservator. This document can be obtained from the website maintained by the California Judicial Branch.

California Order Appointing Temporary Conservator GC-141 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 an attorney, enter your name, address and telephone number. In either instance, entering a fax number or email address is optional.

California Order Appointing Temporary Conservator GC-141 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 and zip code, and branch name.

California Order Appointing Temporary Conservator GC-141 Step 3: Indicate with a check mark whether this concerns the temporary conservatorship of a person or an estate.

California Order Appointing Temporary Conservator GC-141 Step 4: Enter the name of the conservatee.

California Order Appointing Temporary Conservator GC-141 Step 5: Where indicated, enter the case number.

California Order Appointing Temporary Conservator GC-141 Step 6: On line 1a, enter the name of the judicial official present at the hearing.

California Order Appointing Temporary Conservator GC-141 Step 7: On line 1b, enter the hearing date, time, department and room.

California Order Appointing Temporary Conservator GC-141 Step 8: On lines 1c through 1j, check the box next to all parties listed who appeared in person at the hearing and enter their names.

California Order Appointing Temporary Conservator GC-141 Step 9: Check the box on line 2a if notice of time and place of hearing has been given as required by law.

California Order Appointing Temporary Conservator GC-141 Step 10: Check the box on line 2b if notice of time and place of hearing have been modified or dispensed with under order on ex parte application for good cause exception on petition for appointment of temporary counselor. Enter the date on which this application was filed.

California Order Appointing Temporary Conservator GC-141 Step 11: On line 3, indicate with a check mark why the appointment of a temporary conservator is necessary.

California Order Appointing Temporary Conservator GC-141 Step 12: Complete the rest of the form as instructed.

INSTRUCTIONS: CALIFORNIA CITATION FOR CONSERVATORSHIP (Form GC-320)

The form discussed in this article is served upon a California person whose may be unable to take care of themselves and may require being placed into a conservatorship or limited conservatorship. This document can be obtained from the website of the California Judicial Branch.

California Citation For Conservatorship GC-320 Step 1: In the first box at the top of the page, the petitioner should enter the name of their attorney, as well as their state bar number, address, telephone number, and the name of the client represented. Entering their fax number and email address is optional.

California Citation For Conservatorship GC-320 Step 2: If you are not represented by an attorney, enter your name, address and telephone number. Entering your fax number and email address is optional.

California Citation For Conservatorship GC-320 Step 3: In the second blank box, enter the name of the county in which the court is located, as well as its street address, mailing address, city and zip code and branch number.

California Citation For Conservatorship GC-320 Step 4: Check the first box if this concerns conservatorship of a person.

California Citation For Conservatorship GC-320 Step 5: Check the second box if this concerns conservatorship of an estate and enter the name of the proposed conservatee.

California Citation For Conservatorship GC-320 Step 6: On the right, enter the case number.

California Citation For Conservatorship GC-320 Step 7: If this concerns a proposed limited conservatorship, check the box where indicated.

California Citation For Conservatorship GC-320 Step 8: Where indicated, enter the name of the proposed conservatee or proposed limited conservatee who will be served.

California Citation For Conservatorship GC-320 Step 9: On line 1a, enter the date, time, department and room of the hearing.

California Citation For Conservatorship GC-320 Step 10: On line 1b, indicate whether the court address is the same as the one given above or other with a check mark. If the latter, specify. Check all applicable statements concerning the reason for the hearing.

California Citation For Conservatorship GC-320 Step 11: On line 3, indicate whether this concerns a person or an estate with a check mark.

California Citation For Conservatorship GC-320 Step 12: The court clerk will sign and date the bottom of the form. The person serving the form should complete the proof of service on the second page.

INSTRUCTIONS: CALIFORNIA SCHEDULE A, RECEIPTS, SOCIAL SECURITY, VETERANS' BENEFITS, OTHER PUBLIC BENEFITS — STANDARD ACCOUNT (Form GC-400(A)(5))

The document discussed in this article is used by California conservatorships and guardianships to document Social Security, veterans' benefits and other public benefit payments. This form can be obtained from the website maintained by the California Judicial Branch.

California Schedule A, Receipts, Social Security, Veterans' Benefits, Other Public Benefits — Standard Account GC-400(A)(5) Step 1: Check the first box if filing for a conservatorship.

California Schedule A, Receipts, Social Security, Veterans' Benefits, Other Public Benefits — Standard Account GC-400(A)(5) Step 2: Check the second box if filing for a guardianship.

California Schedule A, Receipts, Social Security, Veterans' Benefits, Other Public Benefits — Standard Account GC-400(A)(5) Step 3: Enter the name of the conservatee or minor.

California Schedule A, Receipts, Social Security, Veterans' Benefits, Other Public Benefits — Standard Account GC-400(A)(5) Step 4: Check the third box if you entered the name of a conservatee.

California Schedule A, Receipts, Social Security, Veterans' Benefits, Other Public Benefits — Standard Account GC-400(A)(5) Step 5: Check the fourth box if you entered the name of a minor.

California Schedule A, Receipts, Social Security, Veterans' Benefits, Other Public Benefits — Standard Account GC-400(A)(5) Step 6: Enter the case number where indicated.

California Schedule A, Receipts, Social Security, Veterans' Benefits, Other Public Benefits — Standard Account GC-400(A)(5) Step 7: In the first column of the table provided, enter the date of each receipt.

California Schedule A, Receipts, Social Security, Veterans' Benefits, Other Public Benefits — Standard Account GC-400(A)(5) Step 8: In the second column, enter a description of the benefit. Document receipts from each source separately.

California Schedule A, Receipts, Social Security, Veterans' Benefits, Other Public Benefits — Standard Account GC-400(A)(5) Step 9: Enter the amount of each benefit in the third column.

California Schedule A, Receipts, Social Security, Veterans' Benefits, Other Public Benefits — Standard Account GC-400(A)(5) Step 10: Document additional public benefits received on additional pages if necessary.

California Schedule A, Receipts, Social Security, Veterans' Benefits, Other Public Benefits — Standard Account GC-400(A)(5) Step 11: Enter the total of benefits from all pages at the bottom of the table.

INSTRUCTIONS: CALIFORNIA SCHEDULE E, CASH ASSETS ON HAND AT END OF ACCOUNT PERIOD — STANDARD AND SIMPLIFIED ACCOUNTS (Form GC-400(E)(1)/GC-405(E)(1))

The form discussed in this article is filed by a California guardianship or conservatorship to document their cash assets on hand at the end of an accounting period. This document can be obtained from the website maintained by the California Judicial Branch.

California Schedule E, Cash Assets On Hand At End Of Account Period — Standard And Simplified Accounts GC-400(E)(1)/GC-405(E)(1) Step 1: Check the first box if you are filing for a conservatorship.

California Schedule E, Cash Assets On Hand At End Of Account Period — Standard And Simplified Accounts GC-400(E)(1)/GC-405(E)(1) Step 2: Check the second box if you are filing for a guardianship.

California Schedule E, Cash Assets On Hand At End Of Account Period — Standard And Simplified Accounts GC-400(E)(1)/GC-405(E)(1) Step 3: Enter the name of the conservatee or minor.

California Schedule E, Cash Assets On Hand At End Of Account Period — Standard And Simplified Accounts GC-400(E)(1)/GC-405(E)(1) Step 4: Check the third box if you entered the name of a conservatee.

California Schedule E, Cash Assets On Hand At End Of Account Period — Standard And Simplified Accounts GC-400(E)(1)/GC-405(E)(1) Step 5: Check the fourth box if you entered the name of a minor.

California Schedule E, Cash Assets On Hand At End Of Account Period — Standard And Simplified Accounts GC-400(E)(1)/GC-405(E)(1) Step 6: Enter the case number where indicated.

California Schedule E, Cash Assets On Hand At End Of Account Period — Standard And Simplified Accounts GC-400(E)(1)/GC-405(E)(1) Step 7: Enter the last date of the account period where indicated.

California Schedule E, Cash Assets On Hand At End Of Account Period — Standard And Simplified Accounts GC-400(E)(1)/GC-405(E)(1) Step 8: In the first column of the table provided, enter a description of the cash assets. In the second column, enter the value of each asset.

California Schedule E, Cash Assets On Hand At End Of Account Period — Standard And Simplified Accounts GC-400(E)(1)/GC-405(E)(1) Step 10: Enter the total assets value at the bottom of the table.

INSTRUCTIONS: NEW YORK ANCILLARY PROBATE PROCEEDING CHECKLIST

The document discussed in this article is used for informational purposes when a non-domiciliary of New York leaves real or personal property which needs to be administered under New York state law and there has been probate in a foreign jurisdiction. This ancillary probate proceeding checklist can be obtained from the website maintained by the New York State Unified Court System.

New York Ancillary Probate Proceeding Checklist Step 1: The first paragraph of this document instructs you to fill out all areas of the petition being filed, including marking "not applicable" where necessary. You must also check all forms to make sure the listed venue and appropriate county are listed.

New York Ancillary Probate Proceeding Checklist Step 2: Above the table provided, you are instructed to check to make sure that the attorney of record is licensed to practice in New York state.

New York Ancillary Probate Proceeding Checklist Step 3: The remainder of the form consists of a table whose questions should be answered by checking "Yes" or "No" as applicable in the columns provided. The first question asks whether the captioned name is the same as the signature on the will and on paragraph two of the petition.

New York Ancillary Probate Proceeding Checklist Step 4: The second question asks if any other "also known as" names are listed in the caption and also under paragraph two of the petition.

New York Ancillary Probate Proceeding Checklist Step 5: The third question asks if the type of Letters have been checked.

New York Ancillary Probate Proceeding Checklist Step 6: Question 1 asks if the petitioner is the person expressly appointed in the will as executor with respect to property located in the state and/or their designee. If not, answer all further questions about the status of the petitioner.

New York Ancillary Probate Proceeding Checklist Step 7: Question 2 asks if you have verified information set forth in authenticated documents from the foreign state where probate has already been undertaken.

New York Ancillary Probate Proceeding Checklist Step 8: Question 3 asks if you have again verified that all information set forth is as indicated in the exemplified and/or authenticated documents from the foreign state.

New York Ancillary Probate Proceeding Checklist Step 9: Complete the rest of the checklist as instructed.