Circuit Court of Jasper County, Illinois (4th Judicial Circuit) Document Filing Requirements

CRITICAL

Applies to

Notice of hearing

A motion-hearing notice must identify the motion judge, action title and number, presentation date and time, and nature of the motion.

The notice of hearing shall designate the motion Judge, shall show the title and number of the action, and the date and time when the motion will be presented. Notice of motion to be made shall state the nature of the motion.

CRITICAL

Applies to

Complaint or petition

When seeking the specified ex parte orders, the complaint or petition must be filed with the Clerk before applying to a Judge, if the Clerk’s office is open.

Every complaint or petition upon which it is sought to obtain ex parte an order for the appointment of a receiver, for a temporary restraining order, for a preliminary injunction or for an order of ne exeat shall be filed in the office of the Clerk, if that office is open, before application to a Judge for the order.

CRITICAL

Applies to

Notice of hearing

After a motion is heard without prior notice, the attorney obtaining the order must serve written notice containing the specified case, judge, hearing, and order information on parties not found in default, and file proof of service within two days after the hearing.

If a motion is heard without prior notice under this rule, written notice of the hearing of the motion showing the title and number of the action, the name of the Judge who heard the motion, date of the hearing, and the order of the Court thereon, whether granted or denied, shall be served by the attorney obtaining the order upon all parties not theretofore found by the Court to be in default for failure to plead thereto; and proof of service thereof shall be filed with the clerk within two (2) days after the hearing.

CRITICAL

Applies to

Discovery request

Counsel must file a certification briefly describing the discovery requests and establishing service; identical requests to multiple parties may be covered in one certification.

Proof of service of the request for discovery shall be made by certification of counsel briefly describing the requests made together with proof of service on the party to whom it is directed. The certification shall be filed with the Clerk of the Court. If identical requests are made of multiple parties, they may be included in one certification.

CRITICAL

Applies to

Discovery compliance certification

To show compliance with a discovery request in a civil matter, counsel must file a certification describing the documents supplied in response, but must not file those response documents with the Circuit Clerk.

Proof of compliance with a request for discovery in all civil matters shall be made by filing with the Clerk of the Court the certification of counsel showing that compliance has been made. The certification shall include a description of the documents filed with reference to the request made. The documents supplied in response to a discovery request shall not be filed with the Circuit Clerk.

CRITICAL

Applies to

Motion

If relevant discovery materials are necessary to decide a motion, copies of all such materials must be attached as motion exhibits and filed with the Clerk.

When necessary to the determination of any motion, a copy of all relevant discovery materials shall be attached as an exhibit to the motion and filed with the Clerk.

CRITICAL

Applies to

Subpoena compliance

A person or entity with possession or control may comply without appearing by providing complete, legible copies and a certificate of complete and accurate compliance to the Circuit Clerk by the subpoena’s return date.

The person or entity to whom the subpoena is directed who has constructive or actual possession or control of the specified documents, objects, or tangible things may comply with said subpoena, without personal appearance, by providing complete and legible copies to the Circuit Clerk together with a certificate that compliance is complete and accurate on or before the return date listed on the subpoena.

CRITICAL

Applies to

Return envelope

A party requesting return of discoverable material by mail must provide an appropriately sized envelope addressed to the Circuit Clerk with the specified case and hearing information and the required endorsement.

A party seeking to have discoverable material returned by mail from the person or entity to whom it is directed shall provide an envelope of appropriate size for return mailing addressed to the Circuit Clerk with (1) the name of the case; (2) the case number; (3) the date for hearing; and (4) "Subpoena Duces Tecum" endorsed in the lower left-hand corner of said envelope.

CRITICAL

Applies to

Subpoena

The subpoena must bear the prescribed legend on its face or have it conspicuously attached, and a copy of the subpoena and notice of service must be mailed first class to all appeared parties within 48 hours of issuance.

A subpoena issued under this provision seeking specified documents, objects, or tangible things shall bear the following legend on the face of said subpoena, or conspicuously attached thereto, and a copy of said subpoena and notice of service shall be mailed first class within 48 hours of issuance to all parties having appeared in the action:

CRITICAL

Applies to

Subpoena

A certification page containing the specified certification must accompany every subpoena issued under this section.

(f) Certification: A certification page containing the following language shall be sent with all subpoenas issued pursuant to this section: I hereby certify, under penalty of perjury and contempt of court, that I have examined the subpoena issued in this cause and that the documents, objects, and tangible things attached hereto represent full and complete compliance with said subpoena.

CRITICAL

Applies to

Financial affidavit

The parties must file a Financial Affidavit when specified disputes are involved, when applicable law requires one, or when the Court orders one.

(a) Filing of Financial Affidavit – The parties shall file with the Clerk a Financial Affidavit: (1) In all proceedings where there is a dispute involving attorney’s fees, property, maintenance, support, child custody and/or allocation of parental responsibilities (decision-making or parenting time), or modification of any previous orders relating thereto; (2) As required by applicable law; and (3) As otherwise ordered by the Court.

CRITICAL

Applies to

Financial affidavit

A Financial Affidavit must use the Illinois Supreme Court-designated form and include the supporting documentary evidence required by 750 ILCS 5/501 for temporary issues.

(b) The Financial Affidavit shall be in the form designated from time to time by the Illinois Supreme Court, with the same supporting documentary evidence attached as is required by 750 ILCS 5/501 for temporary issues.

CRITICAL

Applies to

Statement of proposed disposition

When issues are disputed, each party must file a proposed disposition addressing all issues by the stated deadline, with additional parenting-plan, property, or debt details when those subjects are disputed.

8-4 Statement of Proposed Disposition: In addition to the Financial Affidavit required in Rule 8-3, if there are any issues in dispute, each party shall file a written statement of proposed disposition, addressing all issues (both agreed and contested), within the same time period set forth in 750 ILCS 5/602.10 for submitting proposed parenting plans, or at least five (5) days prior to the hearing on contested issues, whichever is sooner, or as otherwise ordered by the court. If issues relating to custody, visitation or allocation of parental responsibilities are in dispute, the proposed disposition shall include a party’s proposed parenting plan as may be required by 750 ILCS 5/602.10. If the issue of property apportionment is in dispute, the parties shall submit a statement of proposed apportionment, which shall include an itemization of all property claimed as marital and non-marital together with an estimated fair cash market value of each item. If the issue of apportionment of marital indebtedness is in dispute, the statement shall also include a proposed apportionment of marital indebtedness and shall include a listing of any non-marital indebtedness for which either party is currently liable.

CRITICAL

Applies to

Prove up package

Must include

proposed order

The prove-up package must include the listed proposed order, applicable completed forms, agreement, fee order, and applicable parenting-education certificate, subject to the stated waiver or additional-time exception.

It shall be the responsibility of the person seeking either to affect the marital status of the parties or to establish or modify parental responsibilities, or that person’s attorney, to present to the Court for prove-up, in a single package and prior to the commencement of any testimony, the following: (1) Proposed judgment order; (2) Fully completed Certificate of Dissolution, Declaration of Invalidity or Legal Separation, if applicable; (3) Fully completed uniform order for payment of support or maintenance, if applicable; (4) Signed original of any written agreement of the parties that has been, or will be, testified to or that is to be incorporated in the Judgment, Declaration or Order; (5) Obligor order for any fee to Circuit Clerk pursuant to 750 ILCS 5/711, if support or maintenance is ordered; (6) Certificate that the person seeking to affect the marital status of the parties has completed the parenting education program as provided in Supreme Court Rule 924 and amended Administrative Order 06-20, if applicable, unless the Court waives this requirement or grants the parties additional time to complete this requirement.

CRITICAL

Applies to

Complaint

A small-claims complaint must state the claim elements required by Supreme Court Rule 282 and, when based on a written instrument or assignment, attach a copy to the original and every copy of the complaint.

The complaint to be used in small claims actions shall provide for a statement of claim setting forth the elements provided in Supreme Court Rule 282. Complaint forms shall be provided by the Circuit Clerk. If the claim is based upon a written instrument or assignment, a copy of such instrument or assignment must be attached to the original and all copies of the complaint.

CRITICAL

Applies to

Verified pleading or affidavit

Any pleading or affidavit that is verified must comply with 735 ILCS 5/2-605 and Supreme Court Rule 137.

Verification of any pleading or affidavit shall be compliant with 735 ILCS 5/2-605 and Supreme Court Rule 137.

CRITICAL

Applies to

Damages affidavit

An affidavit used to prove or challenge damages must comply with the Illinois Rules of Evidence.

In all cases where a Party seeks to prove or challenge damages by affidavit, such affidavits shall be in compliance with the Illinois Rules of Evidence.

CRITICAL

Applies to

Cost affidavit

A prevailing plaintiff seeking costs beyond filing and summons-service fees must file a detailed affidavit before judgment stating each cost’s purpose, amount actually expended, and payment date.

A prevailing Plaintiff seeking to recover costs other than a filing fee or service of summons fee shall file an affidavit prior to entry of judgment setting forth, with specifications, each separate cost sought to be recovered showing the purpose of each cost, the specific amount of each cost actually expended, and the date such cost was paid.

CRITICAL

Applies to

Summons

The Clerk must attach a copy of the small claims rule and any other court-deemed necessary information to each summons.

The Clerk of the Court shall attach to each summons a copy of this rule and any other information deemed necessary by the Court.

CRITICAL

Applies to

Notice of small claims rule

The notice accompanying each summons must highlight or bold Rule 9-8 and Rule 9-10(b) and (c).

Rule 9-8 and Rule 9-10(b) and (c) shall be highlighted or in bold type in such notice.

CRITICAL

Applies to

Submission email

A submission email’s subject line must include the case number and at least one party’s last name.

The subject line for a submission email shall include the case number and the last name of at least one party;

CRITICAL

Applies to

Exhibit submission

When exhibits are submitted, include an index stating the page count for each exhibit.

An index of exhibits, if any, shall be included that states the number of pages for each exhibit;

CRITICAL

Applies to

Mediation agreement summary

The mediator must prepare a written summary of the parties’ agreements in a format suitable for later signature as their final agreement.

The mediator shall summarize, in writing, the agreements reached by the parties in a format that would facilitate this summary being later signed by the parties as their final agreement.

CRITICAL

Applies to

Mediation agreement summary

The mediator must give a copy of the written summary to the parties and their attorneys, if any.

A copy of this summary shall be given to the parties and their attorneys, if any.

CRITICAL

Applies to

Financial affidavit

Each party must file a financial affidavit before entry of the Mediation Order unless the parties agree on how to divide the mediation fee.

Each party must file a financial affidavit prior to the Mediation Order being entered, unless the parties agree on the division of the mediation fee.

CRITICAL

Applies to

Mediation

Parties must participate in court-ordered mediation in good faith, and attorneys must encourage their clients to do so.

Parties are obligated to participate in the mediation process when ordered by the court. The attorneys shall encourage their clients to mediate in good faith, and the parties shall participate in mediation in good faith.

CRITICAL

Applies to

Mediator report

By the status date, the mediator shall submit a report to the court and the parties’ legal counsel, in the form of a Mediator Report, notifying the court and legal counsel of information listed in this Rule under the section entitled Mediator Report.

By the status date, the mediator shall submit a report to the court and the parties’ legal counsel, in the form of a Mediator Report, notifying the court and legal counsel of information listed in this Rule under the section entitled Mediator Report.

CRITICAL

Applies to

Motion

A motion claiming that a case is ineligible for mediation must be supported by an affidavit stating specific facts explaining why mediation would be inappropriate.

(b) Filing a Motion: Any such motion must be supported by affidavit setting forth specific facts as to why mediation would be inappropriate.

CRITICAL

Applies to

Mediation summary

Each party must provide the mediator a written case summary with issues and relevant facts at least ten days before the conference; it may also include the listed settlement-related information.

At least ten (10) days before the conference, each party shall present to the mediator a brief, written summary of the case containing a list of issues as to each party. The summary shall include the facts pertaining to the issue being mediated and may include the facts of the occurrence, opinions on liability, all damages and injury information, and any offers or demands regarding settlement.

CRITICAL

Applies to

Mediation summary

The mediation summary must disclose all participants’ names, addresses, and email addresses to the mediator before the session.

The names, addresses and email addresses of all participants in the mediation shall be disclosed to the mediator in the summary prior to the session.

CRITICAL

Applies to

Motion to defer mediation

A motion to defer mediation must set out in detail the facts and circumstances supporting it.

The motion shall set forth in detail, the facts and circumstances supporting the motion.

CRITICAL

Applies to

Mediator report

The mediator’s report must be signed and designate whether there was a full, partial, or no agreement.

The report shall be signed by the mediator and shall designate, “full agreement,” “partial agreement” or “no agreement”.

CRITICAL

Applies to

Petition to probate

For a handwritten will, the petitioner must file a typewritten copy with the probate petition and an affidavit confirming the copy is true and correct to the best of the affiant’s knowledge.

(a) Holographic Will: When a will is handwritten, the petitioner shall file a typewritten copy of the will along with the petition to probate and an affidavit of the petitioner or his or her attorney that the typewritten copy is true and correct to the best of his or her knowledge.

CRITICAL

Applies to

Petition to probate

For a will in a language other than English, the petitioner must file an English typewritten copy and a qualified translator’s certification with the probate petition.

(b) Will in Language Other Than English: When a will is in a language other than English, the petitioner shall file a typewritten copy of the will in English along with the petition to probate and a certification by a qualified translator that the translation of the will is true and correct.

CRITICAL

Applies to

Petition for admission of will to probate

A petition to admit a will to probate must include a copy of the will the petitioner believes to be the testator’s valid last will, in addition to the statutory requirements.

(c) All Other Wills: In addition to all requirements of 755 ILCS 5/6-2, a petition for the admission of a will to probate shall have attached thereto a copy of the will believed by the petitioner to be the valid last will of the testator.

CRITICAL

Applies to

Proof of heirship

When a petition to admit a will or for letters of administration is filed, heirship must be proved by open-court witness testimony reduced to writing, certified and filed, or by an affidavit under Section 5-3 of the Probate Act.

(a) Manner of Proving Heirship: When a petition for admission of a will to probate or for letters of administration is filed, proof of heirship shall be made by: (1) The testimony of a witness examined in open court, reduced to writing by the official court reporter, certified by the court and filed with the clerk; or (2) Affidavit as provided in Section 5-3 of the Probate Act.

CRITICAL

Applies to

Proof of heirship

Proof of heirship may be made by a person with sufficient knowledge of the facts needed to determine heirship.

(b) Proof of Heirship: The proof of heirship shall be made by any person with sufficient knowledge of facts from which heirship can be determined.

CRITICAL

Applies to

Affidavit of heirship

(c) Affidavit Regarding Heirship: An affidavit of heirship shall include the following: (1) The date and place of death of the decedent; (2) Whether the decedent left a surviving spouse. The affidavit should also address prior marriages ending in death or divorce and the children born to or adopted by the decedent from each marriage;

(c) Affidavit Regarding Heirship: An affidavit of heirship shall include the following: (1) The date and place of death of the decedent; (2) Whether the decedent left a surviving spouse. The affidavit should also address prior marriages ending in death or divorce and the children born to or adopted by the decedent from each marriage;

CRITICAL

Applies to

Affidavit of heirship

The heirship affidavit must identify all children born or adopted by the decedent and state that there are no others.

(3) The names of all children, if any, born or adopted by the decedent. The affidavit shall specifically state that there are no other children, born or adopted.

CRITICAL

Applies to

Affidavit of heirship

The heirship affidavit must give the date of death and identify any descendants of a deceased child, and state that there are no other descendants.

(4) The date of death and the descendants, born or adopted, if any, of any deceased child. The affidavit shall specifically state that there are no other descendants, born or adopted.

CRITICAL

Applies to

Affidavit of heirship

If the decedent has no spouse or descendants, the heirship affidavit must identify the specified relatives and state that there are no others.

(5) If there is no spouse or descendants, born or adopted, the parents, brothers and sisters and the descendants of any deceased brother or sister, born or adopted. The affidavit shall specifically state that there are no other brothers, sisters or the descendants of any deceased brother or sister, born or adopted.

CRITICAL

Applies to

Affidavit of heirship

The heirship affidavit must explain the affiant’s relationship to the decedent or, if there is no relationship, establish the basis of the affiant’s knowledge of heirship.

(6) The manner in which the affiant is related to the decedent. If the affiant is not related to the decedent, the affidavit shall adequately establish the basis of the affiant's knowledge of the decedent's heirship.

CRITICAL

Applies to

Affidavit of heirship

The heirship affidavit must assert any unknown heirs or addresses and specify the diligent efforts made to ascertain them.

(7) An assertion of any unknown heirs or addresses which shall specifically state what diligent efforts have been made to ascertain the same.

CRITICAL

Applies to

Affidavit of heirship

The heirship affidavit’s concluding section must trace each heir’s per stirpes relationship to the decedent.

(8) The concluding section shall trace the per stirpes relationship of each heir to the decedent; for example, "A, grandson of decedent, being a son of B, predeceased daughter of decedent," or, "A, nephew of decedent, being a son of B, predeceased sister of the decedent."

CRITICAL

Applies to

Affidavit of heirship

The heirship affidavit must state whether the decedent was ever party to a civil union or a substantially similar legal relationship recognized by another state.

(9) The affidavit shall state whether the decedent was ever a party to a civil union pursuant to the Illinois Religious Freedom Protection and Civil Union Act, or any substantially similar legal relationship recognized by any other state.

CRITICAL

Applies to

Affidavit of heirship

When filing an affidavit under Probate Act Section 5-3, the representative must submit a separate proposed Order Declaring Heirship reflecting the affidavit’s concluding language.

(d) Order Declaring Heirship: At the time of filing of an affidavit pursuant to Section 5-3 of the Probate Act, the representative shall submit to the Circuit Clerk a separate proposed Order Declaring Heirship which shall reflect the language contained in the concluding section of the affidavit.

CRITICAL

Applies to

Bond

An individual surety must put their residence address below their signature and, when requested by the court, provide a verified affidavit and written notice undertaking concerning the specified real estate.

(a) Individuals: When an individual is offered as security on a bond of a legal representative, the surety shall state his or her residence address below their signature, and when requested by the court, shall furnish a verified affidavit and shall agree in writing that they will notify the court before conveying or encumbering any real estate described in said affidavit, until the surety is discharged by order of the court.

CRITICAL

Applies to

Representative bond

A representative’s bond must be in writing and signed by the representative, even if security is excused by the will or statute.

(b) Written Bond: Regardless of whether security is excused by the will or as provided in subsection (b) of Section 12-4 of the Illinois Probate Act, the bond of the representative in the amount from time to time required under the Illinois Probate Act shall be in writing and signed by the representative.

CRITICAL

Applies to

Guardian petition for expenditure

A guardian’s petition to use ward-estate funds for support, comfort, or education must state the estate’s present value, available annual income, proposed purpose, and all payments received by the ward or petitioner in the specified capacities.

13-5 Expenditures from Ward's Estate: A petition of a guardian to apply any part of the ward's estate for the support, comfort, or education of the ward or other person entitled to support from his or her estate shall state the present value of the estate, the annual income available to the ward, and the purpose of the proposed expenditure. It further shall list all payments being received by the ward or by petitioner either individually or as guardian on behalf of the ward, including Social Security payments, disability or benefit payments from the Veteran's Administration or other governmental agency or department, or other assistance from a charitable or relief organization, payment from a trust, or from one having an obligation to support the ward.

CRITICAL

Applies to

Petition to withdraw funds

A petition to withdraw qualifying ward funds must be presented in person by a specified person unless the court waives personal presentation.

(a) Petition to Withdraw: A petition to withdraw funds deposited or invested, as provided in Section 24-21 of the Illinois Probate Act, or pursuant to this rule, shall be presented in person by the parent, spouse, person standing in loco parentis, or person having the responsibility of custody of the ward, unless personal presentation is waived by the court.

CRITICAL

Applies to

Withdrawn funds

Any funds that remain unexpended must be redeposited in accordance with Probate Act Section 24-21.

All unexpended funds shall be redeposited in accordance with Section 24-21 of the Illinois Probate Act.

CRITICAL

Applies to

Notice

The accounting-hearing notice must state the hearing’s time, date, place, and nature and include the quoted statement or a substantially similar one.

The notice of hearing shall contain the time, date, place and nature of the hearing and shall include the following or a substantially similar statement: “If the account is approved by the judge upon hearing, in the absence of fraud, accident or mistake, the account as approved is binding upon all persons to whom this notice is given.”

CRITICAL

Applies to

Settlement petition

A settlement petition involving a minor or ward must be verified, executed by the specified legal representative, and include the listed case, insurance, injury, medical, and settlement information.

To settle a cause of action for personal injuries sustained by a minor, or ward, or any other action in which a minor or ward will receive any or all of the settlement proceeds, a verified petition shall be filed executed by the legal representative of the minor, ward, or the decedent’s estate, and shall recite: (1) A description of the occurrence giving rise to the cause of action. (2) The name and address of the person or entity against whom the cause of action has accrued. (3) The name and address of the liability insurance carrier, if any, affording coverage to the person or entity against whom the cause of action has accrued, and the monetary limits of the liability insurance policy issued by said insurance carrier in effect at the time of the occurrence. (4) A brief description of the injuries sustained by the minor and a list of hospital and medical expenses incurred on behalf of said minor as a result of the occurrence, and a current medical report or letter executed by the attending physician stating the nature and extent of the injuries sustained and giving the prognosis. (5) The terms of any settlement offer and a statement by the attorney for the petitioner of his or her opinion as to the fairness of the proposed settlement and a recommendation as to whether the offer should be approved.

CRITICAL

Applies to

Guardian ad litem report

When appointed, a guardian ad litem must investigate the proposed settlement and report findings and recommendations before approval; appointment is mandatory if the legal representative has not employed independent counsel and discretionary otherwise.

In cases where no independent attorney has been employed by the legal representative of the minor or ward, the court shall, and in all other cases may, appoint an attorney as guardian ad litem to investigate the merits of the proposed settlement and to report his or her findings and recommendations before approval of the proposed settlement.

CRITICAL

Applies to

Settlement approval order

An order approving settlement must specify distribution of the funds and require recipient-signed vouchers within a court-prescribed time that account for the total settlement sum.

The order entered approving settlement shall provide for the distribution of the settlement funds and the filing of vouchers signed by recipients of any portion of the settlement proceeds within a time prescribed by the court. The receipts or vouchers shall account for the total sum approved and obtained in settlement.

CRITICAL

Applies to

Depository voucher

The court must continue the case to a specific date for filing a depository voucher that acknowledges receipt of the funds and settlement order and includes the required no-withdrawal language.

The court shall continue the case to a specific date for the purpose of having a voucher from the financial institution filed. The voucher from the depository shall acknowledge receipt of the funds and a copy of the order of the court approving settlement, and shall include the express language that: “No withdrawals shall be made from this account, unless authorized by order of court, at any time prior to {date upon which the minor will reach the age of majority}.”

CRITICAL

Applies to

Settlement approval order

If annuity payments or income are payable before the beneficiary reaches majority, the settlement order must direct payment only to the minor’s estate, restrict use or transfer without court leave, and require the guardian to file proof of payment.

Where annuity payments or income are payable prior to the beneficiary reaching majority age, the order approving settlement shall provide that such payments be made only to the estate of the minor; that they not be expended, transferred or withdrawn from the estate without leave of court; and the order shall require the filing of proof of payment of such periodic or partial distributions by the guardian of the minor.

CRITICAL

Applies to

Citation petition

Must include

proposed order

A Section 16-1 citation petition submitted for filing must include a proposed citation with a return date coordinated with the Clerk and a proposed order; the Clerk must reject a petition missing either item.

Any petition for a citation as contemplated by Section 16-1 of the Illinois Probate Act that is presented to the Clerk for filing shall first be accompanied by the proposed citation as requested in the petition, with a return date that has been coordinated with the Clerk, and by a proposed order granting the petition and directing the issuance of the citation. If the petition is not accompanied by the proposed citation or the proposed order, the Clerk shall reject the petition.

CRITICAL

Applies to

Petition

Must include

proposed order

After placing the petition of record, present the petition, proposed citation, and proposed order to the presiding judge.

such petition of record and then present the petition, the proposed citation and the proposed order to the presiding judge for entry of the order.

WARNING

Applies to

Mediation

A party’s absence from a mediation session after entry of a Mediation Order may result in sanctions, including reasonable mediation costs and attorney’s fees to the other party.

After entry of a Mediation Order by the Court, the absence of a party at a mediation session may result in sanctions, including reasonable costs to the other party for mediation and attorney’s fees.

WARNING

Applies to

Mediator report

The Mediator Report must state whether the parties reached an agreement.

Whether an agreement has been reached by the parties;

WARNING

Applies to

Petition to withdraw funds

The court may require the petitioner to provide evidence that the funds or proceeds are necessary for the ward’s or the ward’s dependents’ benefit.

The petitioner may be required to furnish evidence that the sums to be withdrawn or proceeds of sale or redemption are necessary for the ward's support, comfort, education, or other benefit to the ward or his dependents.

INFO

Applies to

Mediation summary

A party wishing to keep its summary confidential should advise the mediator in writing when filing the summary.

If the party filing the summary wishes its contents to remain confidential, the party should advise the mediator in writing at the same time this summary is filed.