South Carolina Probate Form 567GC-SF

Conservator Report - Short Form

Everything you need to know about South Carolina Form 567GC-SF, including helpful tips, fast facts & deadlines, how to fill it out, where to submit it and other related SC probate forms.

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About Conservator Report - Short Form

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.

Conservator Report - Short Form is a commonly used form within South Carolina. 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:

View Form 567GC-SF

SC Form 567GC-SF, which may also referred to as Conservator Report - Short Form, is a probate form in South Carolina. It is used by executors, personal representatives, trustees, guardians & other related parties during the probate & estate settlement process.

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Atticus Fast Facts About Conservator Report - Short Form

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Conservator Report - Short Form:

  • This form pertains to the State of South Carolina

  • The official South Carolina source for this form is here.

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 ’s Form 567GC-SF - Conservator Report - Short Form up to date, certain details can change from time-to-time with little or no communication.

How to file Form 567GC-SF

Step 1 - Download the correct South Carolina 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 South Carolina 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 567GC-SF, take a break, and then review. Probate and estate settlement processes in SC 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 567GC-SF 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 567GC-SF 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 Conservator Report - Short Form 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.

Need help getting in touch with a local probate court or identifying a domicile probate jurisdiction?

👉 Find and Contact your Local Probate Court

👉 What is a Domicile Jurisdiction?

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When Conservator Report - Short Form is due

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 South Carolina.

5 reasons you should submit 567GC-SF as quickly as possible:

  1. The sooner you begin, the faster South Carolina 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 South Carolina. 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 South Carolina 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 South Carolina 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 South Carolina probate clerk or court for exact answers regarding Form 567GC-SF, and when in doubt— consult a qualified trust & estates lawyer for that area.

How to Download, Open, and Edit Form 567GC-SF Online

Conservator Report - Short Form is one of the many probate court forms available for download through Atticus.

It may also be available through some South Carolina 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 South Carolina.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form 567GC-SF - Conservator Report - Short Form 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 South Carolina probate court office.

Conservator Report - Short Form 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 South Carolina-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

View Form 567GC-SF

SC Form 567GC-SF, which may also referred to as Conservator Report - Short Form, is a probate form in South Carolina. It is used by executors, personal representatives, trustees, guardians & other related parties during the probate & estate settlement process.

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Did you know?

  • Form 567GC-SF - Conservator Report - Short Form is a probate form in South Carolina.

  • South Carolina has multiple types of probate and the necessary forms depend on the unique aspects of each estate, such as type and value of assets, whether there was a valid will, who is serving as the personal representative or executor, and even whether or not they also live in South Carolina.

  • During probate, all personal representatives and executives in are required to submit a detailed inventory of assets that must separate non-probate assets from probate assets.

  • Probate in South Carolina, especially without guidance, can take years to finish and cost upwards of $14,000.

Frequently Asked Questions about Conservator Report - Short Form

Probate is the government’s way of making sure that when a person dies, the right stuff goes to the right people (including the taxes the government wants).

All of that stuff is collectively known as someone’s “estate”, and it’s the job of the executor or personal representative to fill out all the forms and complete all the required steps to formally dissolve the estate. 

To get instant clarity on the entire probate process and get an idea of the steps, timeline, and best practices, read the Atticus Beginner’s Guide to Probate

The best place? Create an account in Atticus to start getting estate-specific advice. 

You may need a lawyer, you may not, and paying for one when you didn’t need it really hurts. Atticus makes sure you make  the best decisions (plus you can write it off as an executor expense).

We’ve also created a list of other probate services. Be sure to check it out!

An executor is named in someone’s will, and if the deceased didn’t have a will, then the spouse or other close family relative usually steps up to fulfill the role. If no one wants to do it, then a judge will appoint someone. 

The executor is responsible for the complete management of the probate process, including major responsibilities such as:

  • Creating an inventory of all probate assets.

  • Filling out all necessary forms

  • Paying off all estate debts and taxes

  • Submitting reports to the court and beneficiaries as requested

And much more. This process often stretches longer than a year. 

For an idea of what separates executors who succeed from those who make this way harder than it should be, visit our article, Executors of an Estate:
What they do & secrets to succeeding

The Exact Text on Form 567GC-SF

Here’s the text, verbatim, that is found on South Carolina Form 567GC-SF - Conservator Report - Short Form. You can use this to get an idea of the context of the form and what type of information is needed.

FORM #567GC-SF (01/2019) Page 1 of 4 62-5-416 STATE OF SOUTH CAROLINA ) ) COUNTY OF __________________________ ) ) ) ) IN THE MATTER OF: ) PROBATE COURT USE ONLY ) _____________________________________, ) CASE NUMBER _______-GC-________-_______ a protected person. ) ) CONSERVATOR REPORT ) ANNUAL REPORT AMENDED ANNUAL REPORT # INTERIM REPORT REQUIRED BY COURT ORDER FINAL REPORT WITH APPLICATION/PETITION FOR DISCHARGE NOTE: In addition to completing this form, if you seek Court action, you must file a pleading requesting relief. 1. The undersigned Conservator submits this Conservator Report covering the period from __________ (mm/dd/yy) through __________ (mm/dd/yy). 2. Does the Protected Person still require a conservatorship? YES NO Explain your answer. 3. Should the duties, powers, or responsibilities of the Conservator over the Protected Person’s assets be limited or expanded in any way? YES NO Explain your answer. 4. Should changes be made to the current conservatorship financial plan (if one is in place)? YES NO NO FINANCIAL PLAN IN PLACE (If YES, then please file an amended financial plan with your recommended changes.) 5. ACCOUNTING SUMMARY CALCULATION SUMMARY 5a. BEGINNING BALANCE – From Inventory & Appraisement (Form #550GC) OR Amount from Line 5(e) in the most recent Conservator Report) $ 5b. PLUS: Total Receipts $ 5c. SUBTOTAL (add Line 5a to 5b) $ 5d. LESS: Total Disbursements $ 5e. ENDING BALANCE (subtract Line 5d from 5c) $ FORM #567GC-SF (01/2019) Page 2 of 4 62-5-416 RECEIPTS DISBURSEMENTS (Assets received by the Protected Person this year.) (Assets paid out from the Protected Person's funds this year.) Description of Receipt Amount Description of Disbursement Amount TOTAL RECEIPTS (LINE 5b) $ TOTAL DISBURSEMENTS (Line 5d) $ NOTE: IF THE SPACE PROVIDED IS NOT SUFFICIENT TO ANSWER THE QUESTIONS ABOVE, PLEASE COMPLETE YOUR ACCOUNTING ON A SEPARATE SHEET OF PAPER AND ATTACH. FORM #567GC-SF (01/2019) Page 3 of 4 62-5-416 6. List the current assets of the Protected Person managed by the Conservator: DESCRIPTION OF ASSET LOCATION OF ASSET OR NAME OF FINANCIAL INSTITUTION CURRENT FAIR MARKET VALUE COVERED BY INSURANCE? REAL PROPERTY (Provide information on all real property held in the Protected Person’s name except those held with rights of survivorship, to include, but not limited to Protected Person’s home, rental properties, vacant land.) INVESTMENTS (Provide information on all conservatorship restricted accounts, stocks, bonds, notes, receivables, checking and savings accounts, certificates of deposit, mutual funds, retirement accounts, etc.) MOTOR VEHICLES (Provide information on all motor vehicles titled in the Protected Person’s name, either individually or jointly with another owner(s).) OTHER ASSETS (Provide information on all other assets owned by the Protected Person including, but not limited to business interests, home furnishings, collections, boats, recreational vehicles, jewelry, firearms, etc.) NOTE: IF THE SPACE PROVIDED IS NOT SUFFICIENT TO ANSWER THE QUESTIONS ABOVE, PLEASE COMPLETE YOUR ACCOUNTING ON A SEPARATE SHEET OF PAPER AND ATTACH. 7. Does the Protected Person have sufficient mental capacity to understand this Report? YES NO If yes, you must provide a copy of this Report to the Protected Person. 8. Does the Protected Person reside with his/her parent(s)? YES NO If yes, you must provide a copy of this Report to his/her parent(s). 9. Does the Protected Person have a Guardian(s) appointed by this Court? YES NO If yes, you must provide a copy of this Report to his/her Guardian(s). 10. Has the Protected Person’s contact information changed since the last Report? YES NO If yes, please provide updated contact information for him/her below. Print Name: Address: Preferred Telephone: Secondary Telephone: Email: FORM #567GC-SF (01/2019) Page 4 of 4 62-5-416 PROOF OF DELIVERY On the _____ day of _____________________, 20_____, I mailed or delivered this Conservator Report to all persons required to receive a copy of this Report pursuant to S.C. Code Ann. § 62-5-416(C) and any Orders of this Court. Delivery was accomplished by the following method (check appropriate box(es)): personal delivery ordinary first-class mail certified mail registered mail commercial delivery NAME ADDRESS VERIFICATION The Conservator being sworn, states that the facts set forth in the foregoing Conservator Report are true and correct to the best of the Conservator’s knowledge. SWORN to before me this day of Conservator’s Signature: _____________________, 20 . Print Name: Address: Print Name: Preferred Telephone: Notary Public for: Secondary Telephone: (State) Email: My Commission Expires: (Date) SWORN to before me this day of Co-Conservator’s Signature: _____________________, 20 . Print Name: Address: Print Name: Preferred Telephone: Notary Public for: Secondary Telephone: (State) Email: My Commission Expires: (Date) PLEASE CHECK THIS BOX IF THE CONTACT INFORMATION FOR THE CONSERVATOR HAS CHANGED SINCE THE LAST REPORT.

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