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Get Periodic /final Settlement Of Guardian /conservator For - Forms
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How to use or fill out the Periodic /final Settlement Of Guardian /conservator For - Forms online
Filing the Periodic /final Settlement Of Guardian /conservator For - Forms online is an essential task for guardians and conservators in Kentucky. This guide will provide clear and supportive instructions to help you navigate each section of the form with confidence.
Follow the steps to complete the form easily.
- Press the 'Get Form' button to access the form and open it in your preferred document editor.
- Enter the case number and court name at the top of the form. Make sure to include the correct details to ensure proper processing.
- Indicate if the settlement is for a minor or a disabled person by checking the appropriate box.
- Provide the name of the estate in the 'In re estate of' section and specify whether it belongs to a minor under 18 or a disabled person by checking the relevant box.
- Fill in the name of the guardian or conservator and the date they were appointed.
- Select which Kentucky Revised Statutes (KRS) you are submitting the settlement under by checking the appropriate box.
- List all assets received by the estate in the 'ASSETS AND INVESTMENTS' section, including any government benefits. Provide the value of each asset.
- Enter total assets received at the bottom of the assets section.
- Document all disbursements made by the estate in the 'DISBURSEMENTS' section and total them at the end of this section.
- Calculate the balance by subtracting total disbursements from total assets received and record it in the 'BALANCE' section.
- If this is a periodic settlement, outline the plan for preserving and maintaining the estate if its net value exceeds $5,000. If it is a final settlement, list unpaid creditors and allowed claims.
- Complete the guardian/conservator's name at the bottom and sign before a notary public.
- Save your changes and choose to download, print, or share the completed form as needed.
Start completing your Periodic /final Settlement Of Guardian /conservator For - Forms online today for a smoother filing process.
The department provides these services throughout the state. For referrals to the Division of Guardianship, please email the DAIL guardianship program or call (502) 382-8843. The Kentucky Cabinet for Health and Family Services is home to the Department for Aging and Independent Living.
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