Adult Conservatorship Inventory Asset Management Plan
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IN THE PROBATE COURT OF FULTON COUNTY
STATE OF GEORGIA
ADULT CONSERVATORSHIP INVENTORY, ASSET MANAGEMENT PLAN,
AND RETURN
ESTATE NO. _______________
ANNUAL REPORT
Ward:
FINAL REPORT
Conservator(s):
PERIOD FROM:
TO:
REAL PROPERTY
(Indicate if property is jointly owned and with whom)
REAL ESTATE
PROPERTY ADDRESS OR DESCRIPTION
APPROXIMATE EQUITY
Parcel One:
Parcel Two:
Parcel Three:
Parcel Four:
TOTAL APPROXIMATE EQUITY IN REAL ESTATE
INCOME FROM ALL SOURCES
Yearly Total for This Reporting Period
Projected Yearly Total for the Next
Reporting Period
Social Security per year
SSI (Supplemental Security Income) per year
Retirement benefits per year (payor)
Retirement benefits per year (payor)
VA benefits per year (payor)
Other income per year, including, e.g.,
alimony, annuity, or trust distributions
(payor)
Interest, dividend, or investment income
YEARLY TOTAL OF ALL INCOME
If the Ward is a beneficiary of a Trust, please show the name of the Trust, the Trustee, his/her address, telephone
number, and attach an outline showing when and how payments are required to be made under the Trust and the
criteria for payment:
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