Iowa Code

Iowa Code § 633.671 (2026)

Requirements of report and accounting

✓ current as of July 2026

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The report and accounting required by section 633.670 shall account for all of the period since the close of the accounting contained in the next previous report, and shall include the following information as far as applicable:

1. The balance of funds on hand at the close of the last previous accounting, and all amounts received from whatever source during the period covered by the accounting.

2. All disbursements made during the period covered by the accounting.

3. Any changes in investments since the last previous report, including a list of all assets, and recommendations of the conservator for the retention or disposition of any property held by the conservator.

4. The amount of the bond and the name of the surety on it.

5. The residence or physical location of the protected person.

6. The general physical and mental condition of the protected person.

7. Such other information as shall be necessary to show the condition of the affairs of the conservatorship. [R60, §2568, 2569; C73, §2254, 2255; C97, §3203, 3204; C24, 27, §12597, 12598; C31, 35, §12597, 12598, 12644-c11; C39, §12597, 12598, 12644.11; C46, 50, 54, 58, 62, §668.24, 668.25, 672.11; C66, 71, 73, 75, 77, 79, 81, §633.671] 2024 Acts, ch 1009, §86\n\n PART 10 COSTS AND ACCOUNTS \n

Notes of Decisions

Cited in 2 cases, 1983–1989 · leading case: Matter of Guardianship & Conservator. of Cavin, 333 N.W.2d 840 (Iowa 1983).

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Matter of Guardianship & Conservator. of Cavin, 333 N.W.2d 840 (Iowa 1983). · cites it 6× “” § 633.671(1). They must account for “[a]ll disbursements” made during the same period.”

In re Conservatorship of Peters, 447 N.W.2d 412 (Iowa Ct. App. 1989). · cites it 2× “” Iowa Code § 633.671 (7). The existence of an investigation by the Iowa Department of Revenue and the potential liability for back taxes, interest, and penalties is the type of information a conservator is obligated to include in a final accounting.”

— Iowa Code § 633.671(1) — 1 case

Matter of Guardianship & Conservator. of Cavin, 333 N.W.2d 840 (Iowa 1983). “” § 633.671(1). They must account for “[a]ll disbursements” made during the same period.”

— Iowa Code § 633.671(2) — 1 case

Matter of Guardianship & Conservator. of Cavin, 333 N.W.2d 840 (Iowa 1983). “” § 633.671(1). They must account for “[a]ll disbursements” made during the same period.”

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