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Missouri conservator’s inventory

The sworn list of everything the protectee owns, with the income and benefits the protectee receives.

By Fidura staff. Last reviewed .

Who files
The conservator of the estate
Of a disabled adult or a minor.
When it’s due
30 days after letters are granted, unless the court allows longer
RSMo 473.233.1, via 475.145 (opens in a new tab)
Where
The probate division of the circuit court that appointed you
St. Louis County wants it signed before a notary.
The form
No statewide form
Each county sets its own, such as St. Louis County’s CCPR068-W (PDF) (opens in a new tab)

Value property as of the date your county names. St. Louis County’s form uses the date the conservator was appointed. CCPR068-W (opens in a new tab)

What it asks for

A conservator’s inventory follows the rules for a decedent’s estate. RSMo 475.145 (opens in a new tab) List every item in its class, with any lien or charge on it. §473.233.1 (opens in a new tab)

The seven classes
ClassWhat goes there
Real propertyPlat or survey description and street address
Furniture, household goods, wearing apparelOne value; no item list
Corporate stocksCompany, number of shares and class
Mortgages, bonds, notesDebts owed to the protectee, with interest due
Bank accounts, insurance, moneyEach account, any policy payable to the estate, and cash
All other personal propertyVehicles and anything else, including a share in a partnership
Property possessed but not ownedListed separately, with what you know of its owner

For a protectee, the inventory must also show four more things. §475.145 (opens in a new tab)

What a conservator adds
ItemWhat goes there
Joint propertyAnything the protectee holds as joint tenant or tenant by the entirety
Life insuranceEvery policy the protectee owns, even one payable to a named beneficiary
Income and benefitsEvery income or benefit the protectee receives or will receive
Nonprobate transfereesAnyone named to receive property on the protectee’s death

Sign an affidavit that the inventory is full. It also states that you owe the protectee nothing, except as the inventory shows. §473.237 (opens in a new tab) Name any appraiser beside the items they valued. §473.233.2 (opens in a new tab)

Common mistakes

Income in the totals

List the monthly income and benefits, but keep them out of the total value. St. Louis County’s form says so in capitals. CCPR068-W (opens in a new tab)

Leaving off a named-beneficiary policy

A life policy payable to someone else still goes on the list. So does joint property. §475.145 (opens in a new tab)

Missouri land only

St. Louis County’s form asks a protectee’s inventory for all real estate, including land outside Missouri. CCPR068-W (opens in a new tab)

Property found later

File an additional inventory for anything that comes to light after the first. §473.240 (opens in a new tab)

Your first account

Your first annual settlement is due on a date the court fixes within 60 days after the anniversary of your appointment. §475.270.1 (opens in a new tab) In St. Louis County, its beginning balance must match the inventory, less real estate. CCPR302-W checklist (opens in a new tab)

Sources

Also for Missouri: Annual Settlement

We make Fidura, guardianship accounting software built on a reconciled register for each ward. See the product

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