Aoc 856 Form PDF Details

In the realm of legal obligations towards the care of minors and disabled persons within Kentucky, the AOC-856 form emerges as a pivotal document, meticulously designed to navigate the guardianship and conservatorship landscape. Its primary purpose is to facilitate a transparent, accountable mechanism for guardians and conservators to report on the financial management and welfare of those under their care. The form, operative under the statutes outlined by the Kentucky Revised Statutes (KRS) 387.175, 387.710, 395.610-.657, and 395.990, requires the filing of a Periodic or Final Settlement report. Structurally, it demands a detailed account of the financial transactions conducted by the guardian or conservator, including assets received and disbursements made, ensuring each is supported by verifiable receipts and vouchers. The instruction for guardians of disabled persons to refrain from inventory filing unless mandated, alongside the provision for filing adjustments based on the net estate's value, caters to a broad spectrum of scenarios, emphasizing the form's adaptability. Additionally, the outline for planning the preservation and enhancement of the estate, along with a rigorous documentation process for the settlement of claims—both allowed and disallowed—underscores the form’s role in promoting financial prudence and integrity. Through its comprehensive structure, the AOC-856 form facilitates a systematic approach for guardians and conservators to fulfill their legal duties, thereby safeguarding the interests of minors and disabled persons, and reinforcing the legal framework surrounding guardianship and conservatorship in Kentucky.

QuestionAnswer
Form NameAoc 856 Form
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesky aoc856, kentucky settlement minor, aoc 856, kentucky periodic settlement

Form Preview Example

AOC-856

Doc. Code: SET or

 

 

 

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Case No. ____________________

 

 

 

 

 

 

 

 

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Rev. 7-18

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Court of Justice

www.courts.ky.gov

 

 

 

 

 

 

 

 

 

 

County ______________________

KRS 387.175; 387.710; 395.610-.657;

PERIODIC/FINAL SETTLEMENT

 

 

q GUARDIAN OR CONSERVATOR FOR MINOR

Division ______________________

395.990

 

 

q CONSERVATOR FOR DISABLED PERSON

 

 

NOTICE TO GUARDIAN OR CONSERVATOR FOR MINOR AND TO CONSERVATOR FOR DISABLED PERSON:

File this Settlement one (1) year after appointment and annually thereafter. If the net estate is $5,000 or less, ile this

Settlement every two (2) years after the original report. (NOTE: YOU ARE NOT REQUIRED TO FILE THIS INVENTORY IF YOU ARE THE GUARDIAN FOR A DISABLED PERSON.)

IN RE: Estate of ______________________________________________, a

q Minor under 18 q Disabled Person.

Comes ____________________________________________, appointed as q Guardian q Conservator of the

above estate on ________________________, 2_____. This q Periodic qFinal Settlement indicates, by itemized

statement and supported by receipts and vouchers, the assets received and disbursements made since the Inventory or last Settlement was iled. It is submitted pursuant to:

q KRS 387.710 OR

q KRS 387.175, 395.610 - 395.657 and 395.990

ASSETS & INVESTMENTS

(Include anything of value to the estate including government beneits, Social Security and SSI pension plan beneits, savings and checking accounts, certiicates of deposit, all personal property, rents from real estate, and proceeds from the sale of real estate and personal property. Attach additional sheets of paper if necessary).

ITEM

 

 

AMOUNT

_______________________________________________________________________

$

____________

_______________________________________________________________________

 

____________

_______________________________________________________________________

 

____________

_______________________________________________________________________

 

____________

_______________________________________________________________________

 

____________

_______________________________________________________________________

 

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TOTAL ASSETS RECEIVED:

$

____________

DISBURSEMENTS

 

 

AMOUNT

_______________________________________________________________________

$

____________

_______________________________________________________________________

 

____________

_______________________________________________________________________

 

____________

_______________________________________________________________________

 

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_______________________________________________________________________

 

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_______________________________________________________________________

 

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_______________________________________________________________________

 

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TOTAL DISBURSEMENTS MADE:

$

____________

BALANCE

ASSETS LESS DISBURSEMENTS:

$

_________________

For Periodic Settlements - carry balance forward to next report.

For Final Settlements - indicate to whom balance was paid and attach receipt.

AOC 856

 

Rev. 7-18

Case No. ____________________________

Page 2 of 2

 

IN PERIODIC SETTLEMENTS:

PLAN FOR PRESERVING AND MAINTAINING ESTATE (not to be illed out if estate has net value of $5,000 or less)

_______________________________________________________________________________________________

_______________________________________________________________________________________________

_______________________________________________________________________________________________

_______________________________________________________________________________________________

_______________________________________________________________________________________________

_______________________________________________________________________________________________

IN FINAL SETTLEMENTS:

 

 

UNPAID CREDITORS - ALLOWED CLAIMS

 

AMOUNT

___________________________________________________________________________

$

____________

___________________________________________________________________________

 

____________

___________________________________________________________________________

 

____________

___________________________________________________________________________

 

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___________________________________________________________________________

 

____________

___________________________________________________________________________

 

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TOTAL

$

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CREDITORS - DISALLOWED CLAIMS

 

AMOUNT

___________________________________________________________________________

$

____________

___________________________________________________________________________

 

____________

___________________________________________________________________________

 

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___________________________________________________________________________

 

____________

___________________________________________________________________________

 

____________

___________________________________________________________________________

 

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TOTAL

$

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Above-named Guardian/Conservator submits this Settlement to the Court, and if a Final Settlement, asks that the Surety be discharged.

________________________________

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Date

Guardian/Conservator Signature

__________________________________

____________________________________________

Guardian's/Conservator's Phone Number

 

 

____________________________________________

 

Address

Subscribed and sworn before me on ________________________, 2_____. My commission expires: ______________________,

2_____.

_____________________________________________________

Name/Title

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kentucky periodic disabled online conclusion process clarified (part 2)

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