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CC 16:2.35, the Conservator Annual Reporting Forms Packet C

Nebraska’s yearly report for a conservator. It is an updated inventory plus a page of transactions for every account.

By Fidura staff. Last reviewed .

Who files
A conservator who is not also the guardian
A guardian and conservator files Packet D. One with a court-ordered budget files Packet B.
When it’s due
Within 30 days after each accounting year ends
Unless the court waived it or set another date. Neb. Ct. R. §6-1442(B) (opens in a new tab)
Where
The county court that appointed you
The filing fee is $5.
The form
Form CC 16:2.35
The court’s copy (PDF) (opens in a new tab)

Signed under penalty of perjury. The year’s bank and brokerage statements go to the court with it. §6-1442(B) (opens in a new tab)

What you need

Have every account’s statements for the whole year and last year’s Packet C. In your first year, use the inventory instead.

The year starts on the date the court entered the order appointing you. The packet’s own example counts the 30 days from the year’s last day. The rule’s wording can be read as one day later, so file by the earlier date.

The example follows Lavina Brandt, an invented protected person. The order appointing her conservator was entered 03/12/2024. This is the second report, covering 03/12/2025 to 03/11/2026, and it is due 04/10/2026.

Each ending balance should match the Updated Inventory

The accounting has one page per account. It starts from last year’s ending balance, lists every amount received and paid, and ends on the balance the Updated Inventory shows.

Lavina Brandt, invented protected person · accounts
Checking ••4417, beginning balance$3,286.55
Amount received24,174.00
Amount paid21,765.10
Checking, ending balance$5,695.45
Savings ••0932, beginning balance12,540.18
Amount received96.42
Savings, ending balance$12,636.60
Updated Inventory, accounts total$18,332.05

Where the figures came from

Checking, amount received
Social Security, $1,412.00 × 12$16,944.00
Pension, $385.00 × 124,620.00
Fund sale, 40 shares at $65.252,610.00
Received$24,174.00
Checking, amount paid
Assisted living, $1,550.00 × 1218,600.00
Medicare supplement, $212.40 × 122,548.80
Pharmacy486.30
Bond premium125.00
Filing fee, last year’s Packet C5.00
Paid$21,765.10
Updated Inventory, other property
Stocks, bonds and other securities, 60 fund shares at $67.104,026.00
Vehicles0.00
Total$4,026.00

The sale

Lavina held 100 fund shares. Her conservator sold 40 for $2,610.00 and deposited it in checking. The proceeds go on the checking page as an amount received. The packet has no line for a gain or a loss.

The 60 shares left go on the Updated Inventory at their present value on the year’s last day: $4,026.00.

Who gets a copy

Mail the finished packet to every interested person who has not waived notice, with the Notice of Right to Object. §6-1442(B) (opens in a new tab) The packet’s worksheet says that includes any government agency paying benefits and the bonding company.

Lavina’s Social Security is paid to her conservator, so the Social Security Administration gets a copy. Each person has 10 days from filing to object.

After you file

A clerk magistrate, court staff or the guardian ad litem reviews the packet. Problems go to a hearing. §6-1442(G) (opens in a new tab)

There is no hearing to approve it unless you petition for one, someone objects, or the court calls one. §6-1442(H) (opens in a new tab) An order allowing it after notice and hearing settles your liability for what it covered. §30-2648 (opens in a new tab)

The court mails a reminder 45 days before each due date. If the packet is still missing 30 days after it is due, the court must order you to show cause why you should not be removed. §6-1442(F) (opens in a new tab)

The final accounting

When the conservatorship ends, file the Final Accounting Packet, CC 16:2.54 (opens in a new tab), with a motion to terminate. It covers the end of your last report through the day you file. No statute or rule sets a day count for it.

If the protected person dies, file a Notice of Death, CC 16:2.69 (opens in a new tab), within 10 days. Attach a redacted certified death certificate to the motion. Neb. Ct. R. §6-1433(D)(5) (opens in a new tab)

The final packet goes to every interested person, including those who waived notice of the annual reports. Neb. Ct. R. §6-1433(G) (opens in a new tab) The discharge order approves it and releases your bond.

Common mistakes

Mailing the bank statements

Statements go to the court only, with all but the last four digits of each account number blacked out. Interested persons get the packet without them.

Leaving out debit card payments

The packet says debit transactions must be included. List each one like a check.

Filing the checkbook register

Keep the register out of the packet. Use the accounting pages, or attach a software report or spreadsheet with the same columns.

Paying yourself without an order

Your fee and your attorney’s need a court order first. Apply for last year’s fees on CC 16:2.29 when you file the packet. Neb. Ct. R. §6-1443(C) (opens in a new tab)

Sources

Also for Nebraska: CC 16:2.9, Inventory, Affidavit of Due Diligence, and Certificate of Mailing

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