PC 584 – Long Form
(Minors, Legally Incapacitated Individuals,
Individuals with a Developmental Disability)
Follow these directions to
save yourself time in having your Account approved by the Court.
Note: Please type or print neatly in black or blue ink.
Important Note: Along with the Account, a copy of the
corresponding financial institution statement must be presented to the court or
a verification of funds on deposit must be filed with the court, either of
which must reflect the value of all liquid assets (i.e.,
checking/savings account, certificate of deposit, money market fund, etc.) held by a financial institution dated within
30 days after the end of the accounting period, unless waived by the court for
“In the Matter
of”: Unless it already appears on the form, put the name of the person
the conservatorship is for here.
Item 1 - Account
Period: The Account period must be for 1 year (unless the account is
the final accounting, in which case the period may be less than 1 year and ends
upon the end of your authority over the estate). If you are filing your 1st Annual
account, the beginning date is when Letters of Authority as conservator were
issued by the Court. If you are filing a
2nd or later Annual account, the beginning date is the end date of
the last Account. Also, indicate what
kind of account it is in the top box (i.e., Annual, Final, or Interim).
Item 2 - Summary: This item asks you to tell the Court how the balance in the conservatorship has
changed from the last Account (or the Inventory) to this Account. This item begins with the balance on hand
from last Account and ends with total balance of assets remaining.
Balance on hand from
last account: Go to your copy of the last Account (if this is the first
Account, then go to your copy of the Inventory). Find what was recorded for balance of
assets remaining in that Account (if you go to the Inventory, find the
total on the Inventory). Write this
number down for balance on hand from last Account. This represents what was in the
conservatorship at the beginning of this accounting period.
Add income in
accounting period: Write down the total you put down for Schedule A. This represents the amount of money or other
assets that came in to the conservatorship during the accounting period.
Total assets accounted
for: Add these top two numbers together and write the sum here.
in this accounting period: Write down the total you put down for Schedule
B. This represents the amount of money
that went out of the conservatorship during the accounting period.
Total balance of assets
remaining: Now subtract the disbursements from the total assets accounted for. This represents the amount of money and\or
other assets in the conservatorship at the end of the accounting period.
SCHEDULE A: INCOME
Income: List here
all money or other assets by category that came into the conservatorship during the Account period. Have only one entry per category, with the
year total for that category listed in the dollars column to the right of the
Schedule A section.
Typical income sources may include some or all of the following: Social Security, Interest on bank account, Pension, Dividends from stocks,
Capital gains, VA benefits, Rental income, Inheritance, Tax refunds, SSI
(Disability), and Life insurance benefits.
Total Income: Make
sure to record the total of all income and other receipts at the bottom of
B: EXPENSES, LOSSES, AND OTHER DISBURSEMENTS
Expenses: List here
all money that was paid out of the
conservatorship during the Account period.
Typical kinds of
expenses: These could include personal items (clothing), room & board
in a facility, medical care, and insurance payments. These can be listed by category. Example: Utilities, rent, food, clothing,
etc. Have only one entry per category,
with the year total for that category listed in the dollars column to the right
of the Schedule B section. For
conservatorship accountings, you must have receipts organized by category for
Total Expenses and
Disbursements: Make sure to record the total of all expenses and other
disbursements at the bottom of Schedule B.
C: GAINS AND LOSSES
This is used if you sold an asset, such as a house,
car, bonds, or mutual funds during the Account period. See Schedule C on the form for more
information. Also, any gains or losses
should be included in the appropriate place in Schedule A or B on the first
D: ITEMIZED ASSETS
remaining: List what assets are in the conservatorship at the end of the
Typical assets: The
usual types of assets in a conservatorship include a checking account or some
other bank account, a home, and personal and household property. These assets and their value may be listed by
category. Here’s an example:
Checking account, account #123456, Gigantic
Personal and household property
Total balance on hand
Balance of Assets
Remaining: You must total the value of the assets in the
conservatorship. Since this is a total
of the assets remaining at the end of the accounting period, this total must
equal the total balance of assets
remaining you recorded on the last line of item 2 above.
Item 3 - Interested
persons: If any interested persons have moved or died since their addresses
were given to the court, you must list their new addresses (or state that they
Item 5: Don’t fill
this out – it is only used in deceased estates, not conservatorships.
Items 6 & 7 -
Fiduciary/attorney fees: The law allows a conservator to obtain only
“reasonable compensation” for services rendered. If you charge the estate a fee for serving
as conservator, you must attach a written summary of services performed.
Fiduciary signature: You, as conservator or guardian of an estate for an individual with a
developmental disability, must date and sign the Account. If there are co-conservators or co-estate
guardians for an individual with a developmental disability, all must sign.
Attorney signature: If you have an attorney representing you in the conservatorship or guardianship
for an individual with a developmental disability, they must also sign.