2018 Missouri Revised Statutes
Title XXXI - Trusts and Estates of Decedents and Persons Under Disability
Chapter 475 - Probate Code — Guardianship
Section 475.270 Annual settlements required, when, exception — information required.

Effective 28 Aug 2018

Title XXXI TRUSTS AND ESTATES OF DECEDENTS AND PERSONS UNDER DISABILITY

475.270. Annual settlements required, when, exception — information required. — 1. Every conservator shall file with the court annually, or more often if required by the court, a settlement of the conservator's accounts if required by the court detailing the current status of the estate under conservatorship. The annual settlement shall be made at a time fixed by the court within sixty days after the anniversary of the appointment of such conservator.

2. Each settlement of a conservator shall conform to the requirements of section 473.543 as to settlements in decedents' estates.

3. If the conservatorship estate meets the indigency standards prescribed by chapter 208, is under the control of another fiduciary, including a Social Security representative payee or Veterans Affairs fiduciary, or if the assets of a protectee have been placed in restricted custody, the court may waive the requirements that the settlement comply with the requirements of section 473.543 and require the conservator to report, in a form prescribed by the court, the following information:

(1) A statement of any money or property received during the preceding year including the date, source and amount or value;

(2) A statement of disbursements made and the purpose thereof;

(3) The total amount of money or property on hand;

(4) The name and address of any depositary where estate funds are deposited and the amounts thereof.

4. Except when a public administrator is serving as conservator, in addition to the information required under subsection 3 of this section, the settlement shall include:

(1) The present address of the protectee;

(2) The present address of the conservator;

(3) The services being provided to the protected person;

(4) The significant actions taken by the conservator during the reporting period;

(5) An opinion of the conservator as to the continued need for conservatorship and any recommended changes in the scope of the conservatorship;

(6) The compensation requested and the reasonable and necessary expenses incurred by the conservator;

(7) A plan for the coming year; and

(8) Any other information requested by the court or useful in the opinion of the conservator.

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(RSMo 1939 §§ 420, 484, A.L. 1955 p. 385 § 335, A.L. 1983 S.B. 44 & 45, A.L. 2018 S.B. 806)

Prior revisions: 1929 §§ 420, 485; 1919 §§ 416, 481; 1909 §§ 446, 511