Gn 3500 Form PDF Details

Navigating the legal terrain of guardianships and conservatorships in Wisconsin requires a thorough understanding of certain key documents, among which the GN-3500 form is paramount. Designed for the State of Wisconsin's Circuit Court, this comprehensive form serves as an essential tool for guardians and conservators, facilitating the transparent and accountable management of an individual's assets. By requiring detailed reporting on the financial administration over a given period, the form structures itself around key financial data: starting with the initial balance, accounting for any new assets or income received, detailing disbursements, and ultimately presenting the closing balance. Moreover, it mandates the disclosure of any changes in the surety on the guardian or conservator's bond, enhancing the accountability mechanisms in place. This financial affidavit, mandated to be filled under oath, extends into schedules that demand elaboration on each category of transactions, from assets received to disbursements made, ensuring a comprehensive oversight mechanism is maintained. It's crucial for guardians and conservators to adhere strictly to these guidelines, as the form explicitly states that it cannot be modified, though supplementary materials can be added if necessary to provide a complete view. Intricately, the form also caters to situations where an authorized person, other than the guardian or conservator, reviews the assets to verify their correspondence with reported accounts, further adding layers of verification and trust to the process.

QuestionAnswer
Form NameGn 3500 Form
Form Length3 pages
Fillable?No
Fillable fields0
Avg. time to fill out45 sec
Other namesgn form, gn3500, fillable form gn, wisconsin form 3500

Form Preview Example

STATE OF WISCONSIN, CIRCUIT COURT,

 

COUNTY

IN THE MATTER OF

Amended

Name

Date of Birth

Account of

Guardian/Conservator

Annual Interim Final

Case No.

UNDER OATH, I STATE:

I am the Guardian or Conservator of the above named ward or individual. I certify that this is an accurate account of

the administration of the guardianship or conservatorship for the period from

 

 

 

to

 

 

.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Line

 

 

Summary Explanation

 

 

Total

1.

Beginning Balance. Do not change this amount.

 

 

$

 

 

(Inventory net value or ending balance from prior account.)

 

 

 

 

 

 

 

 

 

 

2.

Total of newly discovered assets and income received during this period.

(Add)

$

 

 

(Attach Schedule A- Assets and Income Received.)

 

 

 

 

 

 

 

 

 

 

 

 

 

3.

Subtotal

 

 

 

 

 

$

 

 

 

 

 

 

 

4.

Total disbursements, distributions and losses incurred.

(Subtract)

$

 

 

(List details in Schedule B – Disbursements, Distributions and Realized Capital Losses.)

 

 

 

 

 

 

 

 

 

5.

Ending Balance (Total Assets on Hand) at end of accounting period.

 

 

$

 

 

(List details in Schedule C – Assets on Hand.) Beginning Balance for next Account

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Status of Surety on Bond

 

 

 

 

The status of the surety upon the guardian or conservator’s bond

 

 

 

 

 

has not changed.

 

has changed. Explain:

 

 

 

 

 

Guardian/Conservator

Co-Guardian/Conservator

Name Printed or Typed

Telephone Number

Name Printed or Typed

Telephone Number

Address

Address

State of

County of

Subscribed and sworn to before me on

Notary Public/Court Official

Name Printed or Typed

My commission/term expires:

State of

County of

Subscribed and sworn to before me on

Notary Public/Court Official

Name Printed or Typed

My commission/term expires:

GN-3500, 05/18 Account of Guardian/Conservator

§§54.19(5), 54.62, 54.66 and 54.76, Wisconsin Statutes

This form shall not be modified. It may be supplemented with additional material.

Page 1 of 3

(If the space given is insufficient for any item, attach additional sheets.)

 

Schedule A – Assets and Income Received

See attached

Description

 

(Example: Social security, pensions, interest, dividends, rental or other income, realized capital gains

Amount

from assets sold for more than inventory value or purchase price if acquired after the initial inventory,

 

assets discovered after filing initial inventory.)

 

Enter Total on Page 1 Summary Explanation, Line 2. $

Schedule B – Disbursements, Distributions and Realized Capital Losses

See attached

Itemize Disbursements, Distributions and Realized Capital Losses

 

(Example: Costs of care of the ward/individual; payments made for the benefit of the ward/individual;

Amount

assets sold for less than inventory value or purchase price if acquired after the initial inventory.)

 

 

 

Enter Total on Page 1 Summary Explanation, Line 4.

$

GN-3500, 05/18 Account of Guardian/Conservator

§§54.19(5), 54.62, 54.66 and 54.76, Wisconsin Statutes

This form shall not be modified. It may be supplemented with additional material.

Page 2 of 3

Schedule C – Assets on Hand (at end of accounting period)

See attached

 

Cash, Checking Accounts, Savings Accounts, Certificates of Deposit

 

Amount

 

 

[Include Institution Name(s) and Account Type]

 

 

 

 

 

 

 

(List balance at end of accounting period.)

 

 

Investments

Amount

(List inventory value, or purchase price if acquired after the initial inventory.)

Real Estate/Property (Including Encumbrances)

 

(Description of property including digital property as defined under §711.03(10), Wis. Stats., legal

Amount

description of real estate, and related encumbrances, liens or other charges against each item.)

 

(List inventory value, or purchase price if acquired after the initial inventory.)

Other Assets (Including Burial Trusts)

Amount

(List inventory value, or purchase price if acquired after the initial inventory.)

Enter Grand Total on Page 1 Summary Explanation, Line 5.

$

For Authorized Persons Only

Display of Assets and Examination of Accounts: I am not the guardian or conservator. I am authorized by the court to examine assets. I have examined all securities, depository accounts, and other investments, and such assets correspond with the account, except as indicated.

Authorized Signature (Not guardian/conservator)

Name Printed or Typed

 

Title

Date

GN-3500, 05/18 Account of Guardian/Conservator

§§54.19(5), 54.62, 54.66 and 54.76, Wisconsin Statutes

This form shall not be modified. It may be supplemented with additional material.

Page 3 of 3

How to Edit Gn 3500 Form Online for Free

Once you open the online PDF editor by FormsPal, you can fill out or modify gn 3440 right here. Our tool is constantly evolving to deliver the very best user experience possible, and that is because of our commitment to constant improvement and listening closely to user feedback. Here is what you'll need to do to get going:

Step 1: Access the form in our editor by hitting the "Get Form Button" in the top section of this webpage.

Step 2: Using this state-of-the-art PDF file editor, you can actually accomplish more than just fill in blank form fields. Try each of the functions and make your forms appear perfect with customized text incorporated, or fine-tune the file's original input to perfection - all accompanied by the capability to insert your personal graphics and sign the PDF off.

Pay close attention when filling in this pdf. Make sure all necessary areas are filled out properly.

1. The gn 3440 requires certain information to be entered. Ensure that the next blank fields are completed:

Part # 1 of completing fillable form gn

2. Once your current task is complete, take the next step – fill out all of these fields - Total disbursements distributions, Subtract, List details in Schedule B, Ending Balance Total Assets on, List details in Schedule C Assets, The status of the surety upon the, Status of Surety on Bond, has not changed, has changed Explain, GuardianConservator, CoGuardianConservator, Name Printed or Typed, Telephone Number, Name Printed or Typed, and Telephone Number with their corresponding information. Make sure to double check that everything has been entered correctly before continuing!

Filling in part 2 of fillable form gn

3. Completing If the space given is insufficient, Description, Example Social security pensions, See attached, Amount, Enter Total on Page Summary, Schedule B Disbursements, Itemize Disbursements, Example Costs of care of the, See attached, and Amount is essential for the next step, make sure to fill them out in their entirety. Don't miss any details!

Filling in segment 3 of fillable form gn

4. The next paragraph comes with these particular empty form fields to complete: Enter Total on Page Summary, GN Account of GuardianConservator, and Wisconsin Statutes, This form shall not be modified It, and Page of.

Stage # 4 of filling in fillable form gn

5. To wrap up your document, this particular part includes a few additional fields. Entering Schedule C Assets on Hand at end, Cash Checking Accounts Savings, Include Institution Names and, List balance at end of accounting, See attached, Amount, List inventory value or purchase, Investments, Amount, Real EstateProperty Including, Description of property including, List inventory value or purchase, and Amount is going to wrap up everything and you'll be done in a blink!

Amount, Cash Checking Accounts Savings, and Amount inside fillable form gn

It is possible to make errors while completing the Amount, so ensure that you go through it again before you decide to finalize the form.

Step 3: Check that your details are correct and just click "Done" to continue further. Right after starting afree trial account here, you will be able to download gn 3440 or email it promptly. The PDF document will also be readily accessible through your personal account menu with all your changes. We do not sell or share the information that you type in whenever dealing with documents at our site.

Gn 3500 Form isn’t the one you’re looking for?

Related Documents