Why a Court Accounting Does Not Balance
A court accounting balances charges against credits. The classification errors that throw it off and how to find them.
A court accounting balances charges against credits. The classification errors that throw it off and how to find them.
Probate Code 2620 accountings are filed on Judicial Council forms GC-400 and GC-405. What goes in the filing and how the schedules fit together.
Schedule A of a California conservatorship accounting covers money received during the period. What belongs there, what does not, and the sale example.
A trust accounting shows beneficiaries what came in, what went out, what the trust holds, and what the trustee was paid. What each part looks like.
A court accounting balances charges against credits. The classification errors that throw it off and how to find them.
A conservatorship accounting reports non-cash assets at carry value, not current market value. What that means and where it goes wrong.