Rule 109: Supervision and Reporting in Probate Cases

(a)   Reporting/Accounting Period; When Due. Unless the court orders otherwise, the annual fiscal accounting or other reporting period for a guardianship, conservatorship, trusteeship, absentee’s estate, curatorship, and special personal representative’s estate case is the 12-month period immediately preceding the anniversary date of the case filing. The required annual report and accounting must be filed no later than 30 days after the end of the reporting period.

(b)   Notification of Late Report/Accounting. If a required annual or final report or accounting is not filed within the time prescribed by law or supreme court rule, the district court must notify the fiduciary or fiduciary’s attorney that the report or accounting is due.

(c)   Form. A guardian’s annual or final report and a conservator’s annual or final accounting under K.S.A. 59-3083 are sufficient if in substantial compliance with the judicial council form.

[History: New rule promulgated January 31, 1984, effective April 9, 1984; Am. effective September 8, 2006; Restyled rule and amended effective July 1, 2012.]