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Motion And Order To Transfer Funds And Close Conservatorship (Less Than $4000) Form. This is a Oregon form and can be use in Marion Local County.
Tags: Motion And Order To Transfer Funds And Close Conservatorship (Less Than $4000), Oregon Local County, Marion
IN THE CIRCUIT COURT OF THE STATE OF OREGON THIRD JUDICIAL DISTRICT Probate Department In the Matter of the Conservatorship of: ) ) ) ) ____________________________________, ) A Minor Protected Person (the “child”). ) Case No. 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: 1. 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. 2. Parent wishes to transfer the entire assets of Account #_______________________ at: ____________________________________________(name of financial institution holding conservatorship funds) to a UTMA account. 3. Parent has created UTMA account #______________________ at _______________ _______________________(name of financial institution for UTMA account), with ________________________________(name of custodian) as custodian. 4. Parent agrees that: (1) the funds are owned by Child, (2) parent will only withdraw funds for Child’s benefit, and (3) Parent will not spend Child’s funds for any items which Parent has a duty to provide for Child. WHEREFORE, Parent prays for an order of this Court: 1. Authorizing the transfer of the conservatorship funds described above directly to the UTMA account, within 30 days of the date of the order approving this motion. 2. Ordering Parent to provide the Court with a receipt from the financial institution MOT ION AN D O RD ER TO TR AN SFE R FU ND S AN D C LO SE CO NS ER VA TO RSHIP ($4,000 ) - Page 1 of 2 FC (10/20/04) American LegalNet, Inc. www.USCourtForms.com holding the UTMA account, within 30 days of the date of the order approving this motion. 3. 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. Dated: ______________________________ ___________________________________ Signature of Parent ___________________________________ Print Name We consent to this motion and waive notice and time to object: _______________________________________ ___________________________________ Signature of Protected Person (if age 14 or over) Signature of Other Parent _______________________________________ ___________________________________ Print Name Print Name A check for $5.50, payable to the State of Oregon, is included to cover the costs of a certified copy of this motion and order. ORDER Allowed. The conservatorship funds shall be transferred directly to the restricted UTMA account. Denied. Dated:_________________________ __________________________________ Circuit Court Judge __________________________________ Print, Type or Stamp Name of Judge Submitted by: ______________________________________ Name Bar No. (if any) _______________________________________ Address _______________________________________ City, State, Zip _______________________________________ Telephone ___________________________________ E-mail Fax MOT ION AN D O RD ER TO TR AN SFE R FU ND S AN D C LO SE CO NS ER VA TO RSHIP ($4,000 ) - Page 2 of 2 FC (10/20/04) American LegalNet, Inc. www.USCourtForms.com