201906295 - Laserfiche WebLink

Browse

201906295 • You shall acd make ATM withdrawals or receive cash back on debit transactions without a court order. The Office of Public Guardian is prohibited from making ATM withdrawals or receiving cash back on debit transactions. • Other restrictions: You are directed to: • Give a copy of these Letters to all financial institutions where the protected person has an account/ assets. You must then file with the court an Acknowledgment of Financial Institution form along with a Personal and Financial Information for Guardianships and Conservatorships form with full account numbers. • File with the court a Notice of Newly Discovered Asset form within 30 days of becoming aware of additional assets, gifts, awards, settlements, or inheritances over $500.00 not disclosed in the current inventory. You must also file with the court a Certificate of Mailing showing you mailed the Notice of Newly Discovered Asset form by first class mail, postage pre -paid, to all interested persons along with a Notice of Right to Object form. • File a copy of the Letters of Guardianship and Conservatorship with the Register of Deeds in any county where the protected person has real property or an interest in real property. • File a Condition of Ward report and a complete accounting of your administration of the ward's/incapacitated person's/protected person's money, assets, possessions or income (including social security or other benefits), along with the required fee, bank statements and/or brokerage statements for the accounting period with personal information (social security number, date of birth, etc.) blacked out, Notice of Right to Object Form and a Certificate of Mailing showing copies were sent to all interested persons, including the bonding company, by first-class mail, postage prepaid, not later than 30 days after the expiration of one year after the date of these Letters and annually thereafter. The accounting shall include an Updated Inventory at the end of the accounting period and shall include Certificates of Proof of Possession for all money, assets, possessions or income (including social security or other benefits) existing at the end of the accounting period. DATE ISSUED: e'/L. �� U/r BY THE COURT: Page 3 of 3 Letters of Guardianship and Conservatorship CC 16:2.3.5 Rev 10/18