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Fill and Sign the Account Guardian Conservator Form

Fill and Sign the Account Guardian Conservator Form

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STATE OF WISCONSIN, CIRCUIT COURT,       COUNTY For Official Use IN THE MATTER OF Amended Notice to File Account of Guardian or Conservator             Date of Birth Case No.       To: [ GB, GE, CN] A ddress: [ ] GUARDIAN OF ESTATE OR CONSERVATOR Please complete the enclosed Account of Guardian or Conservator, and file with the court by: (due date) To complete this account, please follow these instructions:  The beginning balance shown on Line 1 of the Summary Explanation on the enclosed form is the ending balance from the previously filed Account of Guardian or Conservator unless the guardianship or conservatorship was established in the previous calendar year. If that is the case, the beginning balance is the net value of property subject to this guardianship or conservatorship as shown on the Guardianship or Conservatorship Inventory.  On Schedule A , itemize all assets, income, and realized capital gains received during the period. This total should be entered on Line 2 of the Summary Explanation. Add this amount to Line 1, and enter the total on Line 3.  On Schedule B , itemize all disbursements, distributions and realized capital losses during the period. This total should be entered on Line 4 of the Summary Explanation. Subtract this amount from the total on Line 3. The resulting balance should be entered on Line 5. This is the Ending Balance (Total Assets on Hand) at the end of the accounting period.  On Schedule C , itemize the assets in the estate on the last day of the accounting period. The Grand Total must match Line 5 of the Summary Explanation which is the Ending Balance (Total Assets on Hand) at the end of the accounting period.  Sign the account before a notary public.  NOTE: At the time of filing this account, you are required to produce for examination by the court, evidence of all of the individual’s securities, depository accounts, and other investments. Send completed form to: [RIP address phone number] Note: GN-3500 Account of Guardian or Conservator is also available in computer fillable format from the court website at http://wicourts.gov Please complete all available fields and print the completed form. Distribution: Guardian or Conservator Name GN-3490, 10/06 Notice to File Account of Guardian or Conservator §§54.19(5), 54.62 and 54.76, Wisconsin Statutes This form shall not be modified. It may be supplemented with additional material.

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Adhere to this comprehensive guide:

  1. Sign in to your account or initiate a free trial with our service.
  2. Click +Create to upload a document from your device, cloud, or our template collection.
  3. Access your ‘Account Guardian Conservator’ in the editor.
  4. Click Me (Fill Out Now) to set up the document on your side.
  5. Add and designate fillable fields for additional participants (if needed).
  6. Continue with the Send Invite options to solicit eSignatures from others.
  7. Save, print your version, or convert it into a reusable template.

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