IN THE CIRCUIT COURT FOR FLORIDA IN RE: GUARDIANSHIP OF COUNTY, PROBATE DIVISION File No. Division PETITION FOR ORDER DESIGNATING DEPOSITORY FOR ASSETS (Investment Powers) Petitioner, 1. Petitioner [has been] [is petitioning to be] , alleges: appointed [limited] [plenary] guardian of the property of (the Ward). 2. Petitioner [has possession of] [will receive] assets of the Ward described as follows: which petitioner desires to deposit with a depository as provided by Florida Statutes Section 69.031 and Section 744.351(6), for safekeeping and prudent investment under Florida Statutes Chapter 518. Bar Form No. G-4.081 - 1 of 3 © Florida Lawyers Support Services, Inc. Revised January 1, 2017 American LegalNet, Inc. www.FormsWorkFlow.com 3. Because of the substantial value of the specified intangible assets of the Ward and requirements of the Internal Revenue Code, petitioner believes that it would be in the best interests of the Ward for those assets of the Ward to be placed with a designated financial institution which can provide investment services as well as safekeeping of funds. 4. whose address is , , is a financial institution doing business in this state which offers both safekeeping and investment services and is willing to act as the designated financial institution under Florida Statutes Section 69.031 and Section 744.351(6), for safekeeping and investment of the intangible assets of the Ward. Petitioner requests that an order be entered: (a). Designating as depository for the intangible assets specified in paragraph 2, belonging to the Ward, pursuant to the provisions of Florida Statutes Section 69.031 and Section 744.351(6). (b). Directing that any person or entity having possession or control of such intangible assets belonging to the Ward shall pay and deliver such assets to the designated depository upon its demand or the demand of the guardian and that the receipt of the depository shall relieve the person or entity from further responsibility therefor. (c). Authorizing and directing the depository to hold the assets of the Ward received by it in a fiduciary account for the benefit of the Ward and to invest and reinvest the assets in accordance with the standards set forth in Florida Statutes Section 518.11 and Section 744.444(10). (d). Authorizing the depository to invest the assets of the Ward received by it in one or more consolidated funds in which separate fiduciary accounts have undivided interests, provided a separate accounting is maintained for assets of the Ward. (e). Directing the depository to hold all assets of the Ward received by it and all interest, dividends, principal and debts collected by it on account thereof in safekeeping, subject to instructions of petitioner authorized by order of the court directed to the depository; except that the depository shall pay directly to the U.S. Treasury all federal income tax incurred by the Ward, from time to time, without further order of the court. (f). Authorizing the depository from time to time to deduct a reasonable amount for its services and expenses from the assets held by it, pursuant to Florida Statutes Section 69.031(4). (g). Directing the depository to file with the court its acceptance of the designation as depository and its receipt for all assets of the Ward received by it, and to serve a copy thereof on petitioner. Bar Form No. G-4.081 - 2 of 3 © Florida Lawyers Support Services, Inc. Revised January 1, 2017 American LegalNet, Inc. www.FormsWorkFlow.com Under penalties of perjury, I declare that I have read the foregoing, and the facts alleged are true, to the best of my knowledge and belief. Signed on this day of , . Petitioner Attorney for Petitioner Email Addresses: _______________________________________ _______________________________________ Florida Bar No. (address) Telephone: [Print or Type Names Under All Signature Lines] Bar Form No. G-4.081 - 3 of 3 © Florida Lawyers Support Services, Inc. Revised January 1, 2017 American LegalNet, Inc. www.FormsWorkFlow.com