Petition For Allowance And Settlement Of Accounting (Misc Guardianship/conservatorship)

There are all sorts of forms executors, beneficiaries, and probate court clerks have to fill out and correspond with during probate and estate settlement, including affidavits, letters, petitions, summons, orders, and notices.

Petition For Allowance And Settlement Of Accounting (Misc Guardianship/conservatorship) is a commonly used form within Kansas. Here’s an overview of what the form is and means, including a breakdown of the situations when (or why) you may need to use it:

Petition can be filed at the time of or at any time after the filing of an accounting by the conservator, the conservator may file a verified petition requesting a hearing on that accounting for the purpose of allowance and settlement. In the absence of a petition having been filed by a conservator, the court may set a hearing to determine whether an order of final allowance and settlement should be issued with regard to any accounting which has been previously filed by the conservator. Upon the filing of a petition or upon the court directing a hearing, an order fixing the date, time and place of hearing shall be entered, unless the persons of interest have entered their appearances, waived notice, and agreed to the court accepting the accounting and issuing an order of final allowance and settlement. K.S.A. 59-3086(b).

Atticus Fast Facts About Petition For Allowance And Settlement Of Accounting (Misc Guardianship/conservatorship)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Petition For Allowance And Settlement Of Accounting (Misc Guardianship/conservatorship):

• This form pertains to the State of Kansas

• The relevant probate statute or Kansas laws related to this form include: K.S.A. 53-601, K.S.A. 59-3086(a), K.S.A. S. Ct. Rule 123

Government forms are not typically updated often, though when they are, it often happens rather quietly. While Atticus works hard to keep this information about Kansas’s Form 2730 - Petition For Allowance And Settlement Of Accounting (Misc Guardianship/conservatorship) up to date, certain details can change from time-to-time with little or no communication.

Step 1 - Download the correct Kansas form based on the name and ID if applicable

Double check that you have both the correct form name and the correct form ID. Some Kansas probate forms can look remarkably similar, so it’s best to double, even triple-check that you’re using the right one! Keep in mind that not all States have a standardized Form ID system for their probate forms.

Step 2 - Complete the Document

Fill out all relevant fields in Form 2730, take a break, and then review. Probate and estate settlement processes in KS are long enough to begin with, and making a silly error can push your timeline even farther back. No thank you!

Note: If you don’t currently know all of the answers and are accessing Form 2730 online, be sure to avoid closing the browser tab and potentially losing all your progress (or use a platform like Atticus to help avoid making mistakes).

Step 3 - Have Form 2730 witnessed or notarized (if required)

Some States and situations require particular forms to be notarized. If you have been instructed to get the document notarized or see it in writing on the document, then make sure to hire a local notary. There are max notary fees in the United States that are defined and set by local law. Take a look at our full guide to notary fees to make sure you aren’t overpaying or getting ripped off.

Step 4 - Submit Petition For Allowance And Settlement Of Accounting (Misc Guardianship/conservatorship) to the relevant office

This is most often the local probate court where the decedent (person who passed away) is domiciled (permanently resides) or the institution involved with this particular form (e.g. a bank). Some offices allow you to submit forms online, other’s don’t, and we while we generally recommend going in-person to expedite the process, sometimes that simply isn’t an option.

It’s also a generally good idea to establish a positive working relationship with any probate clerk (unfortunately there’s enough people & process out there making things more difficult and unnecessarily confusing for them), so a best practice is to simply ask the probate clerk proactively exactly how and where they’d prefer you to submit all forms.

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Different probate forms or processes can require different deadlines or response times for completing the appropriate form.

While some steps in the process are bound to specific deadlines (like petitioning for probate, having to submit an inventory of assets, or filing applicable notices to creditors and beneficiaries), many probate forms or processes are not tied to a specific deadline since the scope of work can vary based on situational factors or requirements involved.

Either way, there are a bunch of practical reasons why personal representatives should work to complete each step as thoroughly and quickly as possible when completing probate in Kansas.

5 reasons you should submit 2730 as quickly as possible:

1. The sooner you begin, the faster Kansas can allow heirs and beneficiaries to get their share of assets subject to probate. Acting promptly can also decrease the costs & overall mental fatigue through an otherwise burdensome process.
   
   Helpful Context: What’s the Difference Between Probate and Non-Probate Assets?

2. In general, creditors of an estate usually have around 3-6 months from the time you file notice to creditors to file any claims for debt against the deceased’s assets. If they don’t, then that debt is forfeited (and more importantly, the executor won’t be held personally responsible). So doing this sooner means you have a better idea of who is owed what and ensures you won’t get a surprise collector months later.

3. Not filing a will within 30 days (on average) could mean that the probate process proceeds according to intestate laws (laws that govern what happens to someone's stuff without a will) or is subject to unnecessary supervision by the probate court. And if you aren't directly related to the deceased (a.k.a. next of kin), this could also mean you lose your inheritance.

4. It’s important to file any necessary state tax returns on behalf of the deceased or estate by the following tax season in Kansas. If you don’t, you could owe penalties and interest. This also includes any necessary federal tax returns such as Forms 1040, 1041, or even a Form 706 estate tax return.

5. If a house in the State of Kansas is left empty (or abandoned) for a while, insurance can get dicey. For example, if the house burns down and no one has been there for a year, an insurance company may get out of paying your claim.

If you’re not using Atticus to get specific forms, deadlines, and timelines for Kansas probate, then try and stay as organized as possible, pay close attention to the dates mentioned in any correspondence you have with the State’s government officials, call the local Kansas probate clerk or court for exact answers regarding Form 2730, and when in doubt— consult a qualified trust & estates lawyer for that area.

Petition For Allowance And Settlement Of Accounting (Misc Guardianship/conservatorship) is one of the many probate court forms available for download through Atticus.

It may also be available through some Kansas probate court sites, such as . In order to access the latest version, be updated with any revisions, and get full instructions on how to complete each form, check out the Atticus Probate & Estate Settlement software or consider hiring a qualified legal expert locally within Kansas.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form 2730 - Petition For Allowance And Settlement Of Accounting (Misc Guardianship/conservatorship) f using any other site or resource in order to avoid having to re-complete the form process and/or make another trip to the Kansas probate court office.

Petition For Allowance And Settlement Of Accounting (Misc Guardianship/conservatorship) is a .pdf, so opening it should be as simple as clicking “View Form” from within the Atticus app or by clicking the appropriate link found on any Kansas-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

Here’s the text, verbatim, that is found on Kansas Form 2730 - Petition For Allowance And Settlement Of Accounting (Misc Guardianship/conservatorship). You can use this to get an idea of the context of the form and what type of information is needed.

2700-70 Kansas Probate Forms 3d 2730 (CAPTION) PETITION FOR ALLOWANCE AND SETTLEMENT OF ACCOUNTING Mary Roe, Petitioner, states: \\u0018. My address is \\u0018\\u0018\\u0018 West \\u0018 st Street, Hometown, Apache County, Kansas 66648. 2. Petitioner is the duly appointed, qualified and acting Conservator of the Estate of Richard Roe by virtue of Letters of Conservatorship granted July \\u00182, 20\\u00180. [The Petitioner is also the duly appointed, qualified and acting Guardian of the person of Richard Roe.] OR [Bob Roe, 333 N. 3 rd Street, Hometown, KS 66648 is the duly appointed, qualified and acting Guardian of the person of Richard Roe.] 3. The name, age, date of birth, permanent address, and present whereabouts of the conservatee as known to me are: Name: Richard Roe Age: 72 years Year of Birth: \\u0018939 Permanent Address: 227 Harvard Street, Hometown, Apache County, Kansas 66648 Present Whereabouts: Hometown Care and Living Center, \\u0018\\u001800 Main Street, Hometown, Apache County, Kansas 66648. 4. The names and addresses of the spouse, adult children, adult grandchildren, parents, and adult siblings of the Conservatee to the extent known are as follows: Name Address Relationship Mary Roe \\u0018\\u0018\\u0018 W. \\u0018 st Street, Hometown, KS 66648 Spouse Bob Roe 333 N. 3 rd Street, Hometown, KS 66648 Son James Roe 222 N. 2 nd Street, Hometown, KS 66648 Grandson. 5. Petitioner knows of no other persons having an interest in this matter. 6. The (annual) (special) (final) accounting of the Conservator covers the 2015 2700-7\\u0018 Kansas Probate Forms 3d period from July \\u0018, 20\\u00180 to June 30, 20\\u0018\\u0018. Petitioner requests that this (annual) (special) (final) accounting be accepted, finally allowed and settled. 7. Petitioner has performed valuable services as Conservator and requests fees of $300.00. Petitioner has employed Jane Remedy as attorney and she has performed services for the benefit of the Conservatee’s estate and an allowance for fees of $200.00 and reimbursable expenses of $75.00 is requested. PETITIONER REQUESTS that the Court: 1. Approve the (annual) (special) (final) accounting of Conservator; and order that the accounting be allowed and settled. 2. Approve and allow reasonable fees and expenses for the services of the Conservator and Conservator’s attorney. 3. Enter such further orders of the Court deems just and reasonable. MARY ROE Petitioner (SWORN OR UNSWORN VERIFICATION) (See Form 250\\u0018) Reference K.S.A. 53-60\\u0018; 59-3086(a); S. Ct. Rule \\u001823. Time At the time of or at any time after the filing of an accounting by the conservator, the conservator may file a verified petition requesting a hearing on that accounting for the purpose of allowance and settlement. Comment In the absence of a petition having been filed by a conservator, the court may set a hearing to determine whether an order of final allowance and settlement should be issued with regard to any accounting which has been previously filed by the conservator. Upon the filing of a petition or upon the court directing a hearing, an order fixing the date, time and place of hearing shall be entered, unless the persons of interest have entered their appearances, waived notice, and agreed to the court accepting the accounting and issuing an order of final allowance and settlement. K.S.A. 59-3086(b). This petition may be verified by either a sworn or unsworn verification pursuant to K.S.A. 53-601. See Form 2501 for examples of both a sworn and unsworn verification. An unsworn verification need not be signed before a notary public. See Form 504 for required cover sheets and information about the use of personal identifiers in pleadings. 2015