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PART II: Annual Reporting to the Court and. Schedule A, as well as the second line of SUMMARY (Item 2).The conservator should use the Schedule 1 format to complete the amended budget. Schedule 2: Provides a summary of the value of the protected person's estate. ➢ As conservator, you must maintain complete records of money received (i.e. Conservator have a power of sale (See explanation on page 22 "Sale of Real. Instructions: This report has 4 sections. Complete the Personal and Financial Information form for. Guardianships and Conservatorships with full account numbers and return form to the court. 2. Establishing Guardianships and Conservatorships .