Fill and Sign the Motion and Order to Transfer Funds and Close Conservatorship Less Than 4k Oregon Form

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 IN MARION COUNTY, OREGON, CIRCUIT COURT PROBATE DEPARTMENT In the Matter of the Conservatorship of ) ) , ) Case No. ) A minor, Protected Person (“the Child”). ) MOTION AND ORDER TO TRANSFER FUNDS AND CLOSE CONSERVATORSHIP (“Parent”) moves the Court for an order approving transfer of conservatorship funds to a Uniform Transfers to Minors Act (“UTMA”) account and closing the conservatorship. Parent respectfully represents: I. The value of the assets of the conservatorship is $ , which is less than $4,000. A copy of the most recent account statement is attached. II. Parent wishes to transfer the entire assets of Account # at [ name of financial institution holding conservatorship funds] to a UTMA account. III. Parent has created UTMA account # at [ name of financial institution for UTMA account], with [name of custodian] as custodian. IV. Parent agrees that: (1) the funds are owned by the Child, (2) Parent will only withdraw funds for the Child’s benefit, and (3) Parent will not spend the Child’s Motion and Order to Transfer Funds and Close Conservatorship (Less than $4000.00) 1 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 funds for any items which Parent has a duty to provide for the Child. WHEREFORE, Parent prays for an order of this Court: I. Authorizing the transfer of the conservatorship funds described above directly to the UTMA account described above. II. Ordering Parent to provide the Court with a receipt from the financial institution holding the UTMA account, within 30 days of the date of the order approving this motion. III. Authorizing the Conservator to be discharged and the file closed, upon filing of a receipt of the conservatorship assets from the financial institution holding the UTMA account. DATE: , . Parent We consent to this motion and waive notice and time to object: Protected Person (if age 14 or over) Other parent A check for $4.00, payable to the State of Oregon, is included to cover the cost of a certified copy of this motion and order. ORDER The motion is allowed. The conservatorship funds shall be transferred directly to the restricted UTMA account. Motion and Order to Transfer Funds and Close Conservatorship (Less than $4000.00) 2 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 The motion is denied. DATE: , . Circuit Court Judge pro tem Motion and Order to Transfer Funds and Close Conservatorship (Less than $4000.00) 3