INSTRUCTIONS: CALIFORNIA SCHEDULES A AND C, RECEIPTS AND DISBURSEMENT WORKSHEET — STANDARD ACCOUNT (Form GC-400(A)(C))

The form discussed in this article is an optional worksheet used to compute receipts and disbursements for California conservatorships and guardianships. This document is not to be filed and is only for your words. This form can be obtained from the website maintained by the California Judicial Branch.

California Schedules A And C, Receipts And Disbursement Worksheet — Standard Account GC-400(A)(C) Step 1: On the first line, enter the amount of dividends. On the second line, enter the amount of interest. On the third line, enter the amount of pensions, annuities and other regular periodic payments.

California Schedules A And C, Receipts And Disbursement Worksheet — Standard Account GC-400(A)(C) Step 2: On the fourth line, enter the amount of rent. On the fifth line, enter the amount of Social Security, veteran's benefits and other public benefit payments.

California Schedules A And C, Receipts And Disbursement Worksheet — Standard Account GC-400(A)(C) Step 3: On the third line, enter the amount of other receipts.

California Schedules A And C, Receipts And Disbursement Worksheet — Standard Account GC-400(A)(C) Step 4: Enter the total of the first column at the bottom and transfer it to line 3 of the Summary of Account.

California Schedules A And C, Receipts And Disbursement Worksheet — Standard Account GC-400(A)(C) Step 5: On the first line on the right, enter the conservatee's caregiver expenses.

California Schedules A And C, Receipts And Disbursement Worksheet — Standard Account GC-400(A)(C) Step 6: On the second line, enter the conservatee's residential or long-term care facility expenses. On the third line, enter the ward's education expenses.

California Schedules A And C, Receipts And Disbursement Worksheet — Standard Account GC-400(A)(C) Step 7: On the fourth line, enter the fees of fiduciary and attorney. On the fifth line, enter general administration expenses.

California Schedules A And C, Receipts And Disbursement Worksheet — Standard Account GC-400(A)(C) Step 8: On the sixth line, enter investment expenses. On the seventh line, enter living expenses. On the eighth line, enter medical expenses of conservatee or ward. On the last three blank lines, enter property sale expenses, rental property expenses and other expenses. Transfer the total of this column to line 8 of the Summary of Account.