C.R.S. Section 15-14-420
Reports

  • appointment of monitor
  • monitoring
  • records
  • court access to records

(1)

A conservator shall report to the court about the administration of the estate annually unless the court otherwise directs. Upon filing a petition or motion and after notice, a conservator shall be entitled to a hearing to settle all matters covered in an intermediate or final report. An order, after notice and hearing, allowing an intermediate report of a conservator adjudicates all of the conservator’s, his or her other counsel’s, and his or her other agent’s liabilities concerning all matters adequately disclosed in the report. An order, after notice and hearing, allowing a final report adjudicates all previously unsettled liabilities of the conservator, his or her counsel, and that of his or her agents relating to the conservatorship, the protected person, or the protected person’s successors.

(2)

Unless the court orders otherwise, a report must:

(a)

Contain a list of the assets of the estate under the conservator’s control and a list of the receipts, disbursements, and distributions during the period for which the report is made;

(b)

Reflect the services provided to the protected person; and

(c)

State any recommended changes in the plan for the conservatorship as well as a recommendation as to the continued need for conservatorship and any recommended changes in the scope of the conservatorship.

(3)

The court may appoint a visitor or other suitable person to review a report or plan, interview the protected person or conservator, and make any other investigation the court directs. In connection with a report, the court may order a conservator to submit the assets of the estate to an appropriate examination to be made in a manner the court directs.

(4)

The court shall establish a system for monitoring conservatorships, including the filing and review of conservators’ reports and plans.

(5)

A conservator shall keep records of the administration of the estate and make them available for examination on reasonable request of an interested person within thirty days unless the court otherwise directs.

(6)

Intentionally left blank —Ed.

(a)

Whenever a conservator fails to file a report or fails to respond to an order of the court to show cause why the conservator should not be held in contempt of court, the clerk of the court or his or her designee may research the whereabouts and contact information of the conservator and the protected person. To facilitate this research, the clerk of the court or his or her designee shall have access to data maintained by other state agencies, including but not limited to vital statistics information maintained by the department of public health and environment, wage and employment data maintained by the department of labor and employment, lists of licensed drivers and income tax data maintained by the department of revenue and provided pursuant to section 13-71-107, C.R.S., and voter registration information obtained annually by the state court administrator pursuant to section 13-71-107, C.R.S. The court may access the data only to obtain contact information for the conservator or the ward. Notwithstanding any provision of law to the contrary, the judicial department and the other state agencies listed in this paragraph (a) may enter into agreements for the sharing of this data. The judicial department and the courts shall not access data maintained pursuant to the “Address Confidentiality Program Act”, part 21 of article 30 of title 24, C.R.S.

(b)

The court shall preserve the confidentiality of the data obtained from the other state agencies and use the data only for the purposes set forth in this subsection (6). Notwithstanding the provisions of article 72 of title 24, C.R.S., documents and information obtained by the court pursuant to this subsection (6) are not public records and shall be open to public inspection only upon an order of the court based on a finding of good cause, except to the extent they would otherwise be open to inspection from the providing state agency.

(c)

For purposes of this subsection (6), “contact information” means name, residential address, business address, date of birth, date of death, phone number, e-mail address, or other identifying information as directed by the court.

Source: Section 15-14-420 — Reports - appointment of monitor - monitoring - records - court access to records, https://leg.­colorado.­gov/sites/default/files/images/olls/crs2023-title-15.­pdf (accessed Oct. 20, 2023).

15‑14‑101
Short title 15‑14‑102
Definitions 15‑14‑104
Facility of transfer 15‑14‑105
Delegation of power by parent or guardian 15‑14‑106
Subject-matter jurisdiction 15‑14‑107
Transfer of jurisdiction 15‑14‑108
Venue 15‑14‑109
Practice in court - consolidation of proceedings 15‑14‑110
Letters of office 15‑14‑111
Effect of acceptance of appointment 15‑14‑112
Termination of or change in guardian’s or conservator’s appointment 15‑14‑113
Notice 15‑14‑113.5
Appointments without notice - investigation - report - procedures 15‑14‑114
Waiver of notice 15‑14‑115
Guardian ad litem 15‑14‑116
Request for notice - interested persons 15‑14‑117
Multiple appointments or nominations 15‑14‑118
Small estate - person under disability - no personal representative 15‑14‑119
Notice to public institutions on appointment of guardian or conservator 15‑14‑120
Uniform veterans’ guardianship act not affected 15‑14‑121
Uniformity of application and construction 15‑14‑122
Severability clause 15‑14‑201
Appointment and status of guardian 15‑14‑202
Testamentary appointment of guardian - appointment by written instrument 15‑14‑203
Objection of others to parental appointment - consent by minor of twelve years of age or older to appointment of guardian 15‑14‑204
Judicial appointment of guardian - conditions for appointment - definition 15‑14‑205
Judicial appointment of guardian - procedure 15‑14‑206
Judicial appointment of guardian - priority of minor’s nominee - limited guardianship 15‑14‑207
Duties of guardian 15‑14‑208
Powers of guardian 15‑14‑209
Rights and immunities of a guardian 15‑14‑210
Termination of guardianship - other proceedings after appointment 15‑14‑301
Appointment and status of guardian 15‑14‑304
Judicial appointment of guardian - petition 15‑14‑305
Preliminaries to hearing 15‑14‑306
Professional evaluation 15‑14‑308
Presence and rights at hearing 15‑14‑309
Notice 15‑14‑310
Who may be guardian - priorities - prohibition of dual roles 15‑14‑311
Findings - order of appointment 15‑14‑312
Emergency guardian 15‑14‑313
Temporary substitute guardian 15‑14‑314
Duties of guardian 15‑14‑315
Powers of guardian 15‑14‑315.5
Dissolution of marriage and legal separation 15‑14‑316
Rights and immunities of guardian - limitations 15‑14‑317
Reports - monitoring of guardianship - court access to records 15‑14‑318
Termination or modification of guardianship - resignation or removal of guardian 15‑14‑319
Right to a lawyer post-adjudication 15‑14‑401
Protective proceeding 15‑14‑402
Jurisdiction over business affairs of protected person 15‑14‑403
Original petition for appointment or protective order 15‑14‑404
Notice 15‑14‑405
Original petition - minors - preliminaries to hearing 15‑14‑406
Original petition - persons under disability - preliminaries to hearing 15‑14‑406.5
Professional evaluation 15‑14‑408
Original petition - procedure at hearing 15‑14‑409
Original petition - orders 15‑14‑410
Powers of court 15‑14‑411
Required court approval 15‑14‑412
Protective arrangements and single transactions 15‑14‑412.5
Limited court-approved arrangements authorized for persons seeking medical assistance for nursing home care - applicable to trusts established before a certain date 15‑14‑412.6
Trust established by an individual - eligibility for certain public assistance programs - general provisions 15‑14‑412.7
Income trusts - limitations 15‑14‑412.8
Disability trusts - limitations 15‑14‑412.9
Pooled trusts - limitations 15‑14‑413
Who may be conservator - priorities - prohibition of dual roles 15‑14‑414
Petition for order subsequent to appointment 15‑14‑415
Bond 15‑14‑416
Terms and requirements of bond 15‑14‑418
General duties of conservator - financial plan 15‑14‑419
Inventory 15‑14‑420
Reports - appointment of monitor - monitoring - records - court access to records 15‑14‑421
Title by appointment 15‑14‑422
Protected person’s interest inalienable 15‑14‑423
Sale, encumbrance, or other transaction involving conflict of interest 15‑14‑424
Protection of person dealing with conservator 15‑14‑425
Powers of conservator in administration 15‑14‑425.5
Authority to petition for dissolution of marriage or legal separation 15‑14‑426
Delegation 15‑14‑427
Principles of distribution by conservator 15‑14‑428
Death of protected person 15‑14‑429
Presentation and allowance of claims 15‑14‑430
Personal liability of conservator 15‑14‑431
Termination of proceedings 15‑14‑432
Payment of debt and delivery of property to foreign conservator without local proceeding 15‑14‑433
Foreign conservator - proof of authority - bond - powers 15‑14‑434
Right to a lawyer post-adjudication 15‑14‑500.3
Legislative declaration 15‑14‑500.5
Definitions - excluded powers 15‑14‑501
When power of attorney not affected by disability 15‑14‑502
Other powers of attorney not revoked until notice of death or disability 15‑14‑503
Short title 15‑14‑504
Legislative declaration - construction of statute 15‑14‑505
Definitions 15‑14‑506
Medical durable power of attorney 15‑14‑507
Transfer of principal 15‑14‑508
Immunities 15‑14‑509
Interstate effect of medical durable power of attorney 15‑14‑602
Definitions 15‑14‑603
Applicability 15‑14‑604
Duration of agency - amendment and revocation - resignation of agent 15‑14‑606
Duty - standard of care - record keeping - exoneration 15‑14‑607
Reliance on an agency instrument 15‑14‑611
Applicability of part 15‑14‑701
Short title 15‑14‑702
Definitions 15‑14‑703
Applicability 15‑14‑704
Power of attorney is durable 15‑14‑705
Execution of power of attorney 15‑14‑706
Validity of power of attorney 15‑14‑707
Meaning and effect of power of attorney 15‑14‑708
Nomination of conservator or guardian - relation of agent to court-appointed fiduciary 15‑14‑709
When power of attorney effective 15‑14‑710
Termination of power of attorney or agent’s authority 15‑14‑711
Coagents and successor agents 15‑14‑712
Reimbursement and compensation of agent 15‑14‑713
Agent’s acceptance 15‑14‑714
Agent’s duties 15‑14‑715
Exoneration of agent 15‑14‑716
Judicial relief 15‑14‑717
Agent’s liability 15‑14‑718
Agent’s resignation - notice 15‑14‑719
Acceptance of and reliance upon acknowledged power of attorney 15‑14‑720
Liability for refusal to accept acknowledged power of attorney 15‑14‑721
Principles of law and equity 15‑14‑722
Laws applicable to financial institutions and entities 15‑14‑723
Remedies under other law 15‑14‑724
Authority that requires specific grant - grant of general authority 15‑14‑725
Incorporation of authority - incorporation by reference 15‑14‑726
Construction of authority generally 15‑14‑727
Real property 15‑14‑728
Tangible personal property 15‑14‑729
Stocks and bonds 15‑14‑730
Commodities and options 15‑14‑731
Banks and other financial institutions 15‑14‑732
Operation of entity or business 15‑14‑733
Insurance and annuities 15‑14‑734
Estates, trusts, and other beneficial interests 15‑14‑735
Claims and litigation 15‑14‑736
Personal and family maintenance 15‑14‑737
Benefits from governmental programs or civil or military service 15‑14‑738
Retirement plans 15‑14‑739
Taxes 15‑14‑740
Gifts 15‑14‑741
Statutory form - power of attorney 15‑14‑742
Certification 15‑14‑743
Uniformity of application and construction 15‑14‑744
Relation to “Electronic Signatures in Global and National Commerce Act” 15‑14‑745
Effect on existing powers of attorney 15‑14‑801
Legislative declaration 15‑14‑802
Definitions 15‑14‑803
Supported decision-making agreement - term 15‑14‑804
Access to personal information 15‑14‑805
Agreement requirements - signature - witnesses or notary public 15‑14‑806
Reliance on agreement - limitation of liability
Green check means up to date. Up to date

Current through Fall 2024

§ 15-14-420’s source at colorado​.gov