2892
Effective Jan 1, 2004Amended by Stats. 2003, Ch. 888, Sec. 7. Effective January 1, 2004.
(a) When a guardian or conservator, pursuant to letters of guardianship or conservatorship of the estate, opens or changes the name to an account or safe-deposit box in a financial institution, as defined in subdivision (b), the financial institution shall send to the court identified in the letters of guardianship or conservatorship a statement containing the following information:
- (1) The name of the person with whom the account or safe-deposit box is opened or changed.
- (2) The account number or reference number.
- (3) The date the account or safe-deposit box was opened or changed ownership pursuant to letters of guardianship or conservatorship.
- (4) If the asset is held in an account in a financial institution, the balance as of the date the account was opened or changed.
- (5) If the asset is held in a safe-deposit box, and the financial institution has been given access to the safe-deposit box, a list of the contents, including, for example, currency, coins, jewelry, tableware, insurance policies or certificates, stock certificates, bonds, deeds, and wills.
- (6) The name and address of the financial institution in which the asset is maintained.
- (b) For purposes of this chapter, “financial institution” means a bank, trust, savings and loan association, savings bank, industrial bank, or credit union.