Last updated: 7/9/2014
Certification Of Property Management Plan
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Description
CERTIFICATION OF PROPERTY MANAGEMENT PLAN RE:____________________________________ DOCKET NO:___________ Pursuant to T.C.A. §34-1-115, a Property Management Plan must be approved by the Court for investments over $25,000. If changes are made, the Court must approve the changes. T.C.A. §34-1-115(e)(1&2) states: If no plan is filed pursuant to the provisions of subdivision (3)(1), the fiduciary's first accounting and all subsequent accountings shall state how the funds of the estate are invested and how such fiduciary proposes such funds will be invested for the coming year. Fill out the appropriate section of the form and file with your accounting: ____Pursuant to T.C.A. §34-1-115)3)(1&2) a Property Management Plan is not required. However, attached is a list of how the funds of the estate are invested. ___The Property Management Plan approved on ______________________ has not changed and a copy is attached. ___Attached is a copy of a NEW Property Management Plan that was approved since the last accounting on _______________________________. _______________________________________ Guardian / Conservator / Attorney ___________ Date American LegalNet, Inc. www.FormsWorkFlow.com