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Conservatorship Annual Accounting (Long Form) Form. This is a South Carolina form and can be use in Probate Court Statewide.
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Tags: Conservatorship Annual Accounting (Long Form), 561PC, South Carolina Statewide, Probate Court
STATE OF SOUTH CAROLINA
)
)
)
)
)
)
COUNTY OF:
IN THE MATTER OF:
IN THE PROBATE COURT
CONSERVATORSHIP ANNUAL ACCOUNTING
CASE NUMBER:
Conservator:
1.
a.
b.
2.
This is a full and true statement of account in the above matter, which protected person resides at
, covering the period from the
day of
to the
day of
, 20
.
I have on file a surety bond approved by the Court in a penal sum of $
Company as surety.
, 20
with the
Recapitulation of Accounts
Beginning balance of cash
$
Plus money received for all sources (item 3)
+$
TOTAL
$
Less Total money spent (item 4)
-$
TOTAL VALUE OF ESTATE
$
The Conservator represents that this account contains a correct statement of all receipts and disbursements and that its
contents are true to the best knowledge and belief of the Conservator.
SWORN to before me this
day of
, 20
Notary Public for South Carolina
My Commission Expires:
Form #561PC (2/2004)
62-5-419
Signature:
Name:
Address:
Telephone (O):
(H):
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Attach Bank or Brokerage Statements
3.
MONEY RECEIVED
Date
RECEIVED FROM
(List each source separately)
Example: First Bank = Check #11111
Amount
$
$
$
$
$
$
(Attach additional pages, if necessary)
TOTAL brought forward from attached pages
$
TOTAL AMOUNT RECEIVED
$
(Enter under recapitulation, page 1, item #2)
4.
MONEY SPENT
Date
To Whom Paid and Purpose
Amount
$
$
$
$
$
$
(Attach additional pages, if necessary)
SUB-TOTAL brought forward from attached pages
$
TOTAL AMOUNT SPENT
$
(Enter total on Recapitulation, page 1, item #2)
Form #561PC (2/2004)
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5.
CERTIFICATION OF BALANCE ON DEPOSIT:
NAME AND ADDRESS OF INSTITUTION:
Account Type (i.e., Checking, Savings):
Balance on deposit*
*Including interest of $
$
paid during the period covered by the accounting.
I CERTIFY THAT on the
day of
, 20
, the last day of the period
covered by this accounting, there was on deposit in this institution to the credit of this Fiduciary the following
.
balance:$
SIGNATURE AND TITLE OF CERTIFYING BANK
CERTIFICATION OF INVESTMENTS (to be executed by the Clerk of Court, a bank official, an authorized official
of an insurance or investment company, or an authorized official or agent of the corporate surety on fiduciary
bond):
Kind of Bond or
Security
Interest
Rate
Date of Purchase
Face Value
TOTAL COST
Cost
$
I CERTIFY that the securities listed herein were exhibited to me by the Fiduciary as being the property of the protected
person and in the custody and control of the Fiduciary.
Date
Form #561PC (2/2004)
SIGNATURE AND TITLE OF CERTIFYING OFFICIAL
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