Iowa Code 633.671 – Requirements of report and accounting
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Terms Used In Iowa Code 633.671
- Assets: (1) The property comprising the estate of a deceased person, or (2) the property in a trust account.
- following: when used by way of reference to a chapter or other part of a statute mean the next preceding or next following chapter or other part. See Iowa Code 4.1
- property: includes personal and real property. See Iowa Code 4.1
633.671 Requirements of report and accounting.
The report and accounting required by § 633.670 shall account for all of the period since the close of the accounting contained in the next previous report, and shall include the following information as far as applicable:
1. The balance of funds on hand at the close of the last previous accounting, and all amounts received from whatever source during the period covered by the accounting.
2. All disbursements made during the period covered by the accounting.
3. Any changes in investments since the last previous report, including a list of all assets, and recommendations of the conservator for the retention or disposition of any property held by the conservator.
4. The amount of the bond and the name of the surety on it.
5. The residence or physical location of the ward.
6. The general physical and mental condition of the ward.
7. Such other information as shall be necessary to show the condition of the affairs of the conservatorship.
[R60, §2568, 2569; C73, §2254, 2255; C97, §3203, 3204; C24, 27, §12597, 12598; C31, 35,
§12597, 12598, 12644-c11; C39, §12597, 12598, 12644.11; C46, 50, 54, 58, 62, §668.24, 668.25,
672.11; C66, 71, 73, 75, 77, 79, 81, §633.671]
The report and accounting required by § 633.670 shall account for all of the period since the close of the accounting contained in the next previous report, and shall include the following information as far as applicable:
1. The balance of funds on hand at the close of the last previous accounting, and all amounts received from whatever source during the period covered by the accounting.
2. All disbursements made during the period covered by the accounting.
3. Any changes in investments since the last previous report, including a list of all assets, and recommendations of the conservator for the retention or disposition of any property held by the conservator.
4. The amount of the bond and the name of the surety on it.
5. The residence or physical location of the ward.
6. The general physical and mental condition of the ward.
7. Such other information as shall be necessary to show the condition of the affairs of the conservatorship.
[R60, §2568, 2569; C73, §2254, 2255; C97, §3203, 3204; C24, 27, §12597, 12598; C31, 35,
§12597, 12598, 12644-c11; C39, §12597, 12598, 12644.11; C46, 50, 54, 58, 62, §668.24, 668.25,
672.11; C66, 71, 73, 75, 77, 79, 81, §633.671]