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Court approves final accounting for Peter Catarina, discharges fiduciary Mary "Mimi" Edwards
Summary
The probate court accepted the eighth, ninth and final accountings in the guardianship or conservatorship of Peter Catarina, discharged fiduciary Mary Linda "Mimi" Edwards and noted a successor guardian is in place.
The probate judge approved the eighth, ninth and final accountings prepared by Mary Linda Edwards (who asked to be called "Mimi") in the matter of Peter Catarina and signed an order discharging her as fiduciary after finding notice appropriate and that the guardian ad litem had no objections.
Why it matters: Approval of final accountings and discharge of a fiduciary finalize financial responsibility and hand off ongoing duties to a successor guardian or conservator, relieving the former fiduciary of further reporting requirements.
Details: Edwards testified under oath, confirming the accuracy of the accountings. She told the court, "I do," when sworn, and said, "my health is taking a turn," as a reason for stepping back. The judge noted a successor guardian, the fiduciary's younger brother, had taken over and that assets had been transferred. The judge said the guardian ad litem had reviewed the accountings and "has no objections," and signed the order allowing the account and discharging Edwards as fiduciary. The judge offered Edwards copies of the signed order before she left.
Discussion vs. decision: Testimony by Edwards was testimonial verification under oath; the court's formal decision was to accept the final accountings and discharge the fiduciary after finding no objections from the guardian ad litem.
What’s next: The successor guardian assumed responsibility; the discharged fiduciary may obtain copies of the signed order from the clerk.
