CASH ASSETS
This page is the portion of the return where you will account for cash assets in the estate. On this page, only
assets held in checking accounts, savings accounts, money market accounts, and certificates of deposit
should be shown.
RECEIPTS: Include in this section all income received and interest earned by the estate during this
reporting period.
DATE
SOURCE OF INCOME AMOUNT RECEIVED
Balance from previous return or inventory
Interest earned during this reporting period
Other receipts:
TOTAL OF OTHER RECEIPTS (not including previous balance or interest)
TOTAL RECEIPTS INCLUDING PREVIOUS BALANCE AND INTEREST
ANNUAL RETURN - CONSERVATOR OF MINOR
Probate Court
136 Pryor Street SW, Suite C-230
Atlanta, Georgia, 30303
404-613-4070
ESTATE NO.
ANNUAL RETURN
FINAL RETURN
Minor:
Conservator/Property Guardian:
TO: PERIOD FROM:
DISBURSEMENTS: Show all funds spent during this reporting period.
Note: Yearly totals for monthly expenses may be shown for the purposes of clarity and
summarization.
DATE PAYMENT (List to whom and purpose of payment)
AMOUNT PAID
TOTAL DISBURSEMENTS
NET BALANCE ON HA
ND
(Deduct total disbursements from total receipts including previous balance and interest)
ANNUAL RETURN - CONSERVATOR OF MINOR
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Show where cash assets are deposited:
TYPE OF ACCOUNT (checking,
savings, money market, o
r
certificate of deposit)
Banking Institution
Account Number (Do not give
account numbers for certificates
of deposit.)
UPDATED LIST OF NON-CASH ASSETS
REAL ESTATE PROPERTY ADDRESS APPROXIMATE VALUE
P
arc
el One:
Parcel Two:
TOTAL APPROXIMATE VALUE OF REAL ESTATE
STOCKS (give number of shares), BONDS (give face value amount), AND OTHER SECURITIES
S
T
OC
K, BOND, OR OTHER S
ECURITY
APPROXIMATE VALUE
TOTAL APPROXIMATE VALUE OF SECURITIES
MISCELLANEOUS: List all other non-cash assets and liabilities in this section.
COMMENTS/EXPLANATIONS ABOUT ANYTHING ON THIS RETURN:
Current Amount of Bond:
ASSET MANAGEMENT PLAN
Please advise the court if you anticipate any changes to the management of the minor’s estate during the
upcoming reporting period.
ANNUAL RETURN - CONSERVATOR OF MINOR
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CERTIFICATE OF MAILING
In compliance with O.C.G.A. §29-3-60(a), I hereby certify that I have mailed a copy of this return by first class
mail to the surety on my bond and the minor’s guardian, if any; or to the surety on my bond and the minor,
if the minor has no guardian or if the guardian and conservator are the same person.
Judge of the Probate Court
____________________________________
Signature of Attorney representing fiduciary, if any
No objection having been filed by any
interested party, and the court having reviewed
the return without raising an objection, the court has
declined to have a hearing, and the foregoing
return is hereby acknowledged and ordered filed in
the confidential estate file.
This_____ day of ______________ 20____
__________________________________
Conservator
Sworn to and subscribed before me
This_____ day of ______________ 20____
______________________________
Notary Public or Clerk of Probate Court
ANNUAL RETURN - CONSERVATOR OF MINOR
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