The Legal Innovation & Technology Lab's Form Explorer ^Beta @ Suffolk Law School Last updated 2023-04-02

LIT Lab Home | About The Explorer | Find & Compare | Explore: Michigan Lists

Here is the text we could read:

STATE OF MICHIGAN

CASE NO. and JUDGE

PROBATE COURT
COUNTY

ACCOUNT OF FIDUCIARY, LONG FORM
Interim

Annual

Final

Number

AMENDED

Court address

Court telephone no.

Note: Do not provide financial account numbers on this form. If an account number is necessary to distinguish between accounts, put it on form MC 97.
If additional sheets are required for Schedule A or B, place all itemization on those sheets and include only category totals on the schedules below.

SCHEDULE A: Income and gain in this accounting period

SCHEDULE B: Expenses, losses, and other disbursements,
including distributions to devisees and beneficiaries

of the estate and submit the following as my account, which covers the period from

Month, day, year

(may not exceed 12 months).

2. SUMMARY

Balance on hand from last account, or value of inventory if first account............................ $

Add income in this accounting period (Total from Schedule A.)................................................... $

Total assets accounted for............................................................................................... $

Subtract disbursements in this accounting period (Total from Schedule B.)............................... $

Total balance of assets remaining (Itemize and describe in Schedule D.).............................. $

, am the

Title

Name

. I,

In the matter of

First, middle, and last name

In a guardianship or conservatorship, the ward’s or protected individual’s current address and telephone number are:

Investment gain

Investment loss

You must enter a number here, even if it is “0”
Disposition loss, if any, from Schedule C
Total Expense, Loss,
and Disbursement

Disposition gain, if any, from Schedule C

Total Income
and Gain
Approved, SCAO
Form PC 584, Rev. 1/21
MCL 330.1631, MCL 700.3703(4), MCL 700.5418, MCR 5.308(A),
MCR 5.310(C), MCR 5.313, MCR 5.409
Page 1 of 3

JIS Code: ACCAccount of Fiduciary, Long Form
Page 2 of 3

(1/21)

Case No.

SCHEDULE C: Gain and loss on disposition of assets (Use only if needed.)

DESCRIPTION

DATE
ACQUIRED

DATE
SOLD/
DISPOSED

VALUE AT TIME
ACQUIRED BY
FIDUCIARY

PROCEEDS OF SALE/
DISPOSITION

GAIN (LOSS)

TOTAL GAIN (LOSS).................................................

If gain, transfer to Schedule A. If loss, transfer to Schedule B.

SCHEDULE D: Itemized assets remaining at end of accounting period
If additional sheets are required, indicate on Schedule “See attached sheets.”

BALANCE OF ASSETS REMAINING (Show this amount on summary.).........................

NOTE: In guardianships and conservatorships, except as provided by MCR 5.409(C)(4), you must present to the court copies of corresponding
financial institution statements or you must file with the court a verification of funds on deposit, either of which must reflect the value of all liquid assets
held by a financial institution dated within 30 days after the end of the accounting period.

3. The interested persons, addresses, and their representatives are identical to those appearing on the initial application/
petition, except as follows: (For each person whose address changed, list the name and new address; attach separate sheet if necessary.)

4. This account lists all income and other receipts and expenses and other disbursements that have come to my knowledge.

This account is not being filed with the court.

My fiduciary fees incurred during this accounting period (including fees that have already been approved and/or paid

for this accounting period) are $

. Attached is a written description of the services performed.

Account of Fiduciary, Long Form
Page 3 of 3

(1/21)

Case No.

Attorney fees incurred during this accounting period (including fees that have already been approved and/or paid for

this accounting period) are $

. Attached is a written description of the services performed.

I declare under the penalties of perjury that this account has been examined by me and that its contents are true to the best
of my information, knowledge, and belief.

Date

Address

Attorney signature

Fiduciary signature

Attorney name (type or print) Bar no.

Fiduciary name (type or print)

ity, state, zip Telephone no.

City, state, zip Telephone no.

Address

(For accounts that must be filed with the court.)

NOTICE TO INTERESTED PERSONS

1. You must bring to the court’s attention any objection you have to this account. Except in guardianships and conservatorships,

the court does not normally review the account without an objection.

2. You have the right to review proofs of income and disbursements at a time reasonably convenient to the fiduciary and

yourself.

3. You may object to all or part of an accounting by filing a written objection with the court before the court allows the

account. You must pay a $20.00 filing fee to the court when you file the objection. (See MCR 5.310[C].)

4. If an objection is filed and is not otherwise resolved, the court will conduct a hearing on the objection.

5. You must serve the objection on the fiduciary or his/her attorney.

PC 584, Account of Fiduciary, Long Form

This info page is part of the LIT Lab's Form Explorer project. It is not associated with the Michigan state courts. To learn more about the project, check out our about page.

Downloads: You can download both the original form (last checked 2023-03) and the machine-processed form with normalized data fields.

About This Form:

Sourced from www.courts.michigan.gov/conservatorship-protected-individuals (2023-03)
Page(s): 3
Fields(s): 115
Average fields per page: 38
Reading Level: Grade 10
LIST Grouping(s): Unknown

Use our Rate My PDF tool to learn more. Go beyond the above insights and learn more about this or any pdf form at RateMyPDF.com, includes: counts of difficult words used, passive voice decetion, and suggestions for how to make the form more usable.

Identified Data Fields:

We have done our best to automaticly identify and name form fields according to our naming conventions. When possible, we've used names tied to our question library. See e.g., user1_name. If we think we've found a match to a question in our library, it is highlighted in green. Novel names are auto generated. So, you will probably need to edit some of them if you're trying to stick to the convention.

Here are the fields we could identify.

stat_e_f_michiga_n_probat_cour_county was STATE OF MICHIGAN PROBATE COURT COUNTY (0.62 conf)
accoun_f_fiduciar_lon_g_form was ACCOUNT OF FIDUCIARY LONG FORM (0.39 conf)
final was Final (0.40 conf)
interim was Interim (0.38 conf)
annual was Annual (0.28 conf)
number was Number (0.38 conf)
court_address was Court address (0.42 conf)
matter was In the matter of (0.33 conf)
guardianship_individuals_current was In a guardianship or conservatorship the wards or protected individuals current address and telephone number are (0.36 conf)
1_i was 1 I (0.32 conf)
am_the was am the (0.38 conf)
submit_following_account was of the estate and submit the following as my account which covers the period from (0.39 conf)
to was to (0.43 conf)
undefined__1 was undefined (0.38 conf)
undefined__2 was undefined_3 (0.39 conf)
undefined__3 was undefined_5 (0.39 conf)
income_gain_accounting_row__1 was SCHEDULE A Income and gain in this accounting periodRow1 (0.40 conf)
expenses_distributions_beneficiaries__1 was SCHEDULE B Expenses losses and other disbursements including distributions to devisees and beneficiariesRow1 (0.37 conf)
income_gain_accounting_row__2 was SCHEDULE A Income and gain in this accounting periodRow2 (0.40 conf)
expenses_distributions_beneficiaries__2 was SCHEDULE B Expenses losses and other disbursements including distributions to devisees and beneficiariesRow2 (0.37 conf)
income_gain_accounting_row__3 was SCHEDULE A Income and gain in this accounting periodRow3 (0.40 conf)
expenses_distributions_beneficiaries__3 was SCHEDULE B Expenses losses and other disbursements including distributions to devisees and beneficiariesRow3 (0.37 conf)
income_gain_accounting_row__4 was SCHEDULE A Income and gain in this accounting periodRow4 (0.40 conf)
expenses_distributions_beneficiaries__4 was SCHEDULE B Expenses losses and other disbursements including distributions to devisees and beneficiariesRow4 (0.37 conf)
income_gain_accounting_row__5 was SCHEDULE A Income and gain in this accounting periodRow5 (0.40 conf)
expenses_distributions_beneficiaries__5 was SCHEDULE B Expenses losses and other disbursements including distributions to devisees and beneficiariesRow5 (0.37 conf)
income_gain_accounting_row__6 was SCHEDULE A Income and gain in this accounting periodRow6 (0.40 conf)
expenses_distributions_beneficiaries__6 was SCHEDULE B Expenses losses and other disbursements including distributions to devisees and beneficiariesRow6 (0.37 conf)
income_gain_accounting_row__7 was SCHEDULE A Income and gain in this accounting periodRow7 (0.40 conf)
expenses_distributions_beneficiaries__7 was SCHEDULE B Expenses losses and other disbursements including distributions to devisees and beneficiariesRow7 (0.37 conf)
income_gain_accounting_row__8 was SCHEDULE A Income and gain in this accounting periodRow8 (0.40 conf)
expenses_distributions_beneficiaries__8 was SCHEDULE B Expenses losses and other disbursements including distributions to devisees and beneficiariesRow8 (0.37 conf)
judge was Judge (0.39 conf)
text__1 was Text2 (0.35 conf)
investmentgain was Investmentgain (0.35 conf)
investmentloss was Investmentloss (0.35 conf)
dispositionlossfrom_schedule_c was DispositionlossfromScheduleC (0.31 conf)
schedulea_row__1 was SCHEDULEARow3_2 (0.38 conf)
schedulea_row__2 was SCHEDULEARow4_2 (0.38 conf)
schedulea_row__3 was SCHEDULEARow5_2 (0.38 conf)
schedulea_row__4 was SCHEDULEARow6_2 (0.38 conf)
scheduleb_row__1 was SCHEDULEBRow1_2 (0.38 conf)
scheduleb_row__2 was SCHEDULEBRow2_2 (0.38 conf)
scheduleb_row__3 was SCHEDULEBRow3_2 (0.38 conf)
scheduleb_row__4 was SCHEDULEBRow4_2 (0.38 conf)
scheduleb_row__5 was SCHEDULEBRow5_2 (0.38 conf)
scheduleb_row__6 was SCHEDULEBRow6_2 (0.38 conf)
scheduleb_row__7 was SCHEDULEBRow7_2 (0.38 conf)
scheduleb_row__8 was SCHEDULEBRow8_2 (0.38 conf)
schedulea_row__5 was SCHEDULEARow7_2 (0.38 conf)
schedulea_row__6 was SCHEDULEARow8_2 (0.38 conf)
schedulea_row__7 was SCHEDULEARow2_2 (0.38 conf)
schedulea_row__8 was SCHEDULEARow1_2 (0.38 conf)
dispositiongainfrom_schedule_c was DispositiongainfromScheduleC (0.31 conf)
dat_e_acquired_row__1 was DATE ACQUIREDRow1 (0.43 conf)
dat_e_sol_disposed_row__1 was DATE SOLD DISPOSEDRow1 (0.41 conf)
valu_e_tim_acquire_b_row__1 was VALUE AT TIME ACQUIRED BY FIDUCIARYRow1 (0.43 conf)
proceed_f_sal_e_row__1 was PROCEEDS OF SALE DISPOSITIONRow1 (0.42 conf)
dat_e_acquired_row__2 was DATE ACQUIREDRow2 (0.43 conf)
dat_e_sol_disposed_row__2 was DATE SOLD DISPOSEDRow2 (0.41 conf)
valu_e_tim_acquire_b_row__2 was VALUE AT TIME ACQUIRED BY FIDUCIARYRow2 (0.43 conf)
proceed_f_sal_e_row__2 was PROCEEDS OF SALE DISPOSITIONRow2 (0.42 conf)
dat_e_acquired_row__3 was DATE ACQUIREDRow3 (0.43 conf)
dat_e_sol_disposed_row__3 was DATE SOLD DISPOSEDRow3 (0.41 conf)
valu_e_tim_acquire_b_row__3 was VALUE AT TIME ACQUIRED BY FIDUCIARYRow3 (0.43 conf)
proceed_f_sal_e_row__3 was PROCEEDS OF SALE DISPOSITIONRow3 (0.42 conf)
dat_e_acquired_row__4 was DATE ACQUIREDRow4 (0.43 conf)
dat_e_sol_disposed_row__4 was DATE SOLD DISPOSEDRow4 (0.41 conf)
valu_e_tim_acquire_b_row__4 was VALUE AT TIME ACQUIRED BY FIDUCIARYRow4 (0.43 conf)
proceed_f_sal_e_row__4 was PROCEEDS OF SALE DISPOSITIONRow4 (0.42 conf)
dat_e_acquired_row__5 was DATE ACQUIREDRow5 (0.43 conf)
dat_e_sol_disposed_row__5 was DATE SOLD DISPOSEDRow5 (0.41 conf)
valu_e_tim_acquire_b_row__5 was VALUE AT TIME ACQUIRED BY FIDUCIARYRow5 (0.43 conf)
proceed_f_sal_e_row__5 was PROCEEDS OF SALE DISPOSITIONRow5 (0.42 conf)
remaining_additional_required__1 was SCHEDULE D Itemized assets remaining at end of accounting period If additional sheets are required indicate on Schedule See attached sheetsRow1 (0.41 conf)
remaining_additional_required__2 was SCHEDULE D Itemized assets remaining at end of accounting period If additional sheets are required indicate on Schedule See attached sheetsRow2 (0.41 conf)
remaining_additional_required__3 was SCHEDULE D Itemized assets remaining at end of accounting period If additional sheets are required indicate on Schedule See attached sheetsRow3 (0.41 conf)
remaining_additional_required__4 was SCHEDULE D Itemized assets remaining at end of accounting period If additional sheets are required indicate on Schedule See attached sheetsRow4 (0.41 conf)
remaining_additional_required__5 was SCHEDULE D Itemized assets remaining at end of accounting period If additional sheets are required indicate on Schedule See attached sheetsRow5 (0.41 conf)
except_follows_changed_necessary__1 was petition except as follows For each person whose address changed list the name and new address attach separate sheet if necessary 1 (0.44 conf)
except_follows_changed_necessary__2 was petition except as follows For each person whose address changed list the name and new address attach separate sheet if necessary 2 (0.44 conf)
account_filed_court was This account is not being filed with the court (0.45 conf)
fees_incurred_period_including__1 was My fiduciary fees incurred during this accounting period including fees that have already been approved andor paid (0.37 conf)
accounting_period was for this accounting period are (0.50 conf)
text__2 was Text3 (0.35 conf)
text__3 was Text4 (0.35 conf)
text__4 was Text5 (0.35 conf)
text__5 was Text7 (0.35 conf)
text__6 was Text8 (0.35 conf)
text__7 was Text9 (0.35 conf)
text__8 was Text11 (0.35 conf)
text__9 was Text10 (0.35 conf)
text__10 was Text12 (0.35 conf)
text__11 was Text13 (0.35 conf)
scheduled_row__1 was SCHEDULEDRow1_2 (0.28 conf)
scheduled_row__2 was SCHEDULEDRow2_2 (0.28 conf)
scheduled_row__3 was SCHEDULEDRow3_2 (0.28 conf)
scheduled_row__4 was SCHEDULEDRow4_2 (0.28 conf)
scheduled_row__5 was SCHEDULEDRow5_2 (0.28 conf)
balanc_e_f_asset_remainin_g was BALANCE OF ASSETS REMAINING2 (0.39 conf)
text__12 was Text14 (0.35 conf)
fees_incurred_period_including__2 was Attorney fees incurred during this accounting period including fees that have already been approved andor paid for (0.41 conf)
written_description_performed was Attached is a written description of the services performed (0.38 conf)
signature_date was Date (1.00 conf)
attorney_name_type_print was Attorney name type or print (0.50 conf)
bar was Bar no (0.41 conf)
fiduciary_name_type_print was Fiduciary name type or print (0.47 conf)
users1_address_line_one was Address (1.00 conf)
address was Address_2 (0.35 conf)
users1_address_line_two was City state zip (1.00 conf)
telephone__1 was Telephone no (0.44 conf)
city_state_zip was City state zip_2 (0.35 conf)
telephone__2 was Telephone no_2 (0.45 conf)
text__13 was Text15 (0.35 conf)
text__14 was Text16 (0.35 conf)

We've done our best to group similar variables togther to avoid overwhelming the user.

Suggested Screen 0:

stat_e_f_michiga_n_probat_cour_county
accoun_f_fiduciar_lon_g_form
final
interim
annual
number
court_address
matter
guardianship_individuals_current
1_i
am_the
submit_following_account
to
undefined__1
undefined__2
undefined__3
income_gain_accounting_row__1
expenses_distributions_beneficiaries__1
income_gain_accounting_row__2
expenses_distributions_beneficiaries__2
income_gain_accounting_row__3
expenses_distributions_beneficiaries__3
income_gain_accounting_row__4
expenses_distributions_beneficiaries__4
income_gain_accounting_row__5
expenses_distributions_beneficiaries__5
income_gain_accounting_row__6
expenses_distributions_beneficiaries__6
income_gain_accounting_row__7
expenses_distributions_beneficiaries__7
income_gain_accounting_row__8
expenses_distributions_beneficiaries__8
judge
text__1
investmentgain
investmentloss
dispositionlossfrom_schedule_c
schedulea_row__1
schedulea_row__2
schedulea_row__3
schedulea_row__4
scheduleb_row__1
scheduleb_row__2
scheduleb_row__3
scheduleb_row__4
scheduleb_row__5
scheduleb_row__6
scheduleb_row__7
scheduleb_row__8
schedulea_row__5
schedulea_row__6
schedulea_row__7
schedulea_row__8
dispositiongainfrom_schedule_c
dat_e_acquired_row__1
dat_e_sol_disposed_row__1
valu_e_tim_acquire_b_row__1
proceed_f_sal_e_row__1
dat_e_acquired_row__2
dat_e_sol_disposed_row__2
valu_e_tim_acquire_b_row__2
proceed_f_sal_e_row__2
dat_e_acquired_row__3
dat_e_sol_disposed_row__3
valu_e_tim_acquire_b_row__3
proceed_f_sal_e_row__3
dat_e_acquired_row__4
dat_e_sol_disposed_row__4
valu_e_tim_acquire_b_row__4
proceed_f_sal_e_row__4
dat_e_acquired_row__5
dat_e_sol_disposed_row__5
valu_e_tim_acquire_b_row__5
proceed_f_sal_e_row__5
remaining_additional_required__1
remaining_additional_required__2
remaining_additional_required__3
remaining_additional_required__4
remaining_additional_required__5
except_follows_changed_necessary__1
except_follows_changed_necessary__2
account_filed_court
fees_incurred_period_including__1
accounting_period
text__2
text__3
text__4
text__5
text__6
text__7
text__8
text__9
text__10
text__11
scheduled_row__1
scheduled_row__2
scheduled_row__3
scheduled_row__4
scheduled_row__5
balanc_e_f_asset_remainin_g
text__12
fees_incurred_period_including__2
written_description_performed
signature_date
attorney_name_type_print
bar
fiduciary_name_type_print
users1_address_line_one
address
users1_address_line_two
telephone__1
city_state_zip
telephone__2
text__13
text__14

Create an Interactive Version of this Form:

The Weaver creates a draft guided interview from a template form, like the one provided here. To learn more, read "Weaving" your form into a draft interview.

The Legal Innovation & Technology Lab's Form Explorer Beta @ Suffolk Law School Last updated 2023-04-02

PC 584, Account of Fiduciary, Long Form

About This Form:

Identified Data Fields:

Create an Interactive Version of this Form:

The Legal Innovation & Technology Lab's Form Explorer ^Beta @ Suffolk Law School Last updated 2023-04-02