SLR 3-9.163: PRESENTATION OF ACCOUNTS IN CONSERVATORSHIPS

(1) All accounts in a conservatorship shall be filed with the court. (2) Objections. (a) If objections to an account are filed, the court will assign the case to a judge. (b) If no objections to the account are filed within the time fixed for filing objections, and an order approving the account is desired, a proposed order shall be filed with the court. (3) In conservatorships where remaining assets are being held in restricted accounts and annual accountings have been waived, the Conservator shall file an annual statement with copies of the most recent bank statement of the financial institution and the bala nce in the restricted account. If the depository institution does not issue bank statements, confirmation of the ending balance in the account shall be provided by Uniform Trial Court Rule Form 9.180.3. (4) Vouchers (a) The requirement to file vouchers such as receipts, checks, and interim financial institution statements may be waived unless the court specifically requests them. (b) The court may waive the requirement to file vouchers such as receipts, checks and interim financial institution statements if the financial institution statements for both the beginning and ending date of the accounting period are attached to the accounting. If the account was closed prior to the end of the accounting period, the final statement showing the closure of the account or a zero balance shall be attached to the accounting. (c) If the court waives the requirement to file vouchers, the court continues to have the authority to later require the fiduciary to file any vouchers the court determines to be appropriate