INSTRUCTIONS: CALIFORNIA SCHEDULE A, RECEIPTS — SIMPLIFIED ACCOUNT (Form GC-405(A))

The form discussed in this article is used to document receipts of noncapital items by the estate of a conservatee or ward. This document can be obtained from the website maintained by the California Judicial System.

California Schedule A, Receipts — Simplified Account GC-405(A) Step 1: If filing for a conservatorship, check the first box.

California Schedule A, Receipts — Simplified Account GC-405(A) Step 2: If filing for a guardianship, check the second box.

California Schedule A, Receipts — Simplified Account GC-405(A) Step 3: Enter the name of the conservatee or minor.

California Schedule A, Receipts — Simplified Account GC-405(A) Step 4: Check the third box if the name is that of a conservatee.

California Schedule A, Receipts — Simplified Account GC-405(A) Step 5: Check the fourth box if the name is that of a minor.

California Schedule A, Receipts — Simplified Account GC-405(A) Step 6: Enter the case number assigned to the estate in the blank box on the right.

California Schedule A, Receipts — Simplified Account GC-405(A) Step 7: In the first column of the table provided, enter the month, date and year of each receipt.

California Schedule A, Receipts — Simplified Account GC-405(A) Step 8: In the second column of the table, enter a description of each receipt.

California Schedule A, Receipts — Simplified Account GC-405(A) Step 9: In the third column of the table, enter the amount of each receipt.

California Schedule A, Receipts — Simplified Account GC-405(A) Step 10: You may complete up to four additional pages to document all receipts. However, if your documented receipts are in excess of five pages, you cannot use this document and must use a Standard Account format, which is found on form GC-400(A).

California Schedule A, Receipts — Simplified Account GC-405(A) Step 11: At the bottom of each page, enter the number of the page and the total number of pages where indicated.

California Schedule A, Receipts — Simplified Account GC-405(A) Step 12: Enter the total from each page where indicated.

California Schedule A, Receipts — Simplified Account GC-405(A) Step 13: Transfer the total to line 3 of the Summary of Account form (GC-400(SUM)/GC-405(SUM)).