Form AOC-856 "Periodic/Final Settlement of Guardian/Conservator for Minor/Disabled Person" - Kentucky

What Is Form AOC-856?

This is a legal form that was released by the Kentucky Court of Justice - a government authority operating within Kentucky. As of today, no separate filing guidelines for the form are provided by the issuing department.

Form Details:

  • Released on July 1, 2018;
  • The latest edition provided by the Kentucky Court of Justice;
  • Easy to use and ready to print;
  • Quick to customize;
  • Compatible with most PDF-viewing applications;
  • Fill out the form in our online filing application.

Download a fillable version of Form AOC-856 by clicking the link below or browse more documents and templates provided by the Kentucky Court of Justice.

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Download Form AOC-856 "Periodic/Final Settlement of Guardian/Conservator for Minor/Disabled Person" - Kentucky

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AOC-856
Doc. Code: SET or
Case No. ____________________
Rev. 7-18
SETF
Page 1 of 2
l e x
e t
Court ________________________
District
j u s t i t i a
Commonwealth of Kentucky
Court of Justice
www.courts.ky.gov
County ______________________
PERIODIC/FINAL SETTLEMENT
KRS 387.175; 387.710; 395.610-.657;
Division ______________________
q GUARDIAN OR CONSERVATOR FOR MINOR
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, file 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 q Final Settlement indicates, by itemized
statement and supported by receipts and vouchers, the assets received and disbursements made since the Inventory or
last Settlement was filed. 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 benefits, Social Security and SSI pension plan benefits,
savings and checking accounts, certificates 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
_______________________________________________________________________
$
____________
_______________________________________________________________________
____________
_______________________________________________________________________
____________
_______________________________________________________________________
____________
_______________________________________________________________________
____________
_______________________________________________________________________
____________
TOTAL ASSETS RECEIVED:
$
____________
DISBURSEMENTS
AMOUNT
_______________________________________________________________________
$
____________
_______________________________________________________________________
____________
_______________________________________________________________________
____________
_______________________________________________________________________
____________
_______________________________________________________________________
____________
_______________________________________________________________________
____________
_______________________________________________________________________
____________
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
Doc. Code: SET or
Case No. ____________________
Rev. 7-18
SETF
Page 1 of 2
l e x
e t
Court ________________________
District
j u s t i t i a
Commonwealth of Kentucky
Court of Justice
www.courts.ky.gov
County ______________________
PERIODIC/FINAL SETTLEMENT
KRS 387.175; 387.710; 395.610-.657;
Division ______________________
q GUARDIAN OR CONSERVATOR FOR MINOR
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, file 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 q Final Settlement indicates, by itemized
statement and supported by receipts and vouchers, the assets received and disbursements made since the Inventory or
last Settlement was filed. 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 benefits, Social Security and SSI pension plan benefits,
savings and checking accounts, certificates 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
_______________________________________________________________________
$
____________
_______________________________________________________________________
____________
_______________________________________________________________________
____________
_______________________________________________________________________
____________
_______________________________________________________________________
____________
_______________________________________________________________________
____________
TOTAL ASSETS RECEIVED:
$
____________
DISBURSEMENTS
AMOUNT
_______________________________________________________________________
$
____________
_______________________________________________________________________
____________
_______________________________________________________________________
____________
_______________________________________________________________________
____________
_______________________________________________________________________
____________
_______________________________________________________________________
____________
_______________________________________________________________________
____________
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 filled out if estate has net value of $5,000 or less)
_______________________________________________________________________________________________
_______________________________________________________________________________________________
_______________________________________________________________________________________________
_______________________________________________________________________________________________
_______________________________________________________________________________________________
_______________________________________________________________________________________________
IN FINAL SETTLEMENTS:
UNPAID CREDITORS - ALLOWED CLAIMS
AMOUNT
___________________________________________________________________________ $
____________
___________________________________________________________________________
____________
___________________________________________________________________________
____________
___________________________________________________________________________
____________
___________________________________________________________________________
____________
___________________________________________________________________________
____________
TOTAL
$
____________
CREDITORS - DISALLOWED CLAIMS
AMOUNT
___________________________________________________________________________ $
____________
___________________________________________________________________________
____________
___________________________________________________________________________
____________
___________________________________________________________________________
____________
___________________________________________________________________________
____________
___________________________________________________________________________
____________
TOTAL
$
____________
Above-named Guardian/Conservator submits this Settlement to the Court, and if a Final Settlement, asks that the
Surety be discharged.
________________________________
____________________________________________
Guardian/Conservator Signature
Date
__________________________________
____________________________________________
Guardian's/Conservator's Phone Number
____________________________________________
Address
Subscribed and sworn before me on ________________________, 2_____. My commission expires: ______________________,
2_____.
_____________________________________________________
Name/Title
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