CONSERVATORSHIP 

GUARDIANSHIP     OF 

CASE NUMBER:

(Name):

SUMMARY OF ACCOUNT—STANDARD AND SIMPLIFIED ACCOUNTS

(Check if final.) and Final Account 

(Check if interim.) Account Current

Conservatee

Minor

Account number ("First," etc.)

GC-400(SUM)/GC-405(SUM)

Opening date of account

Closing date of account

through 

C H A R G E S*

Property on Hand at Beginning of Account Period, consisting of:

Cash Assets 

$

Non-Cash Assets (carry value)

Total Property on Hand at Beginning of Account Period (add 1a and 1b)

$

Additional Property Received During Period of Account                

—   Schedule 

Receipts During Period of Account

Gains on Sales During Period of Account

Other Charges (describe):

—   Schedule     A

—   Schedule     B

—   Schedule 

Net Income From Trade or Business During Period of Account

—   Schedule 

TOTAL CHARGES (add 1c, 2, 3, 4, 5, and 6)

$

C R E D I T S*

Disbursements During Period of Account

—   Schedule     C

$

Losses on Sales During Period of Account

—   Schedule     D

Distributions to Conservatee or Ward 

Other Credits (describe):

—   Schedule 

—   Schedule 

Net Loss From Trade or Business During Period of Account

—   Schedule 

Property on Hand at End of Account Period

—   Schedule     E, consisting of:

Cash Assets

$

Non-Cash Assets (carry value)

Total Property on Hand at End of Account Period (add 13a and 13b) 

TOTAL CREDITS (add 8, 9, 10, 11, 12, and 13c)

$

1a

1b

1c

2 3 4 5 6

7

8 9

10

11

12

13a

13b

13c

14

*

(Enter "0" for all categories of charges or credits for which you have no entries.  Do not include schedules for these 
categories, but do not relabel or redesignate the schedules that are included.) 

Form Adopted for Mandatory Use
Judicial Council of California
GC-400(SUM)/GC-405(SUM)
 [New  January 1, 2008]

SUMMARY OF ACCOUNT—
STANDARD AND SIMPLIFIED ACCOUNTS
(Probate—Guardianships and Conservatorships)

Page  1 of 1

Probate Code, §§ 1060–1064, 2620;
Cal. Rules of Court, rule 7.575
www.courtinfo.ca.gov