GUARDIANSHIP OFFICE 718 298-1040. A report on the condition of the ward from a professional (doctor, psychologist, nurse clinician, or social worker) who has examined or evaluated the ward in the three months prior (February, March, or April) to the submission of the Annual Report. Guardian's Initial Report (due within 90 days of qualification) Guardian's Annual Accounting (due in May each year) Short Form Application/Order (submit to Court Examiner) All guardians must regularly report to the court. Whether your ward was employed or whether he or she has earned wages that you have received on behalf of your ward (this applies usually to people with disabilities who are employed in supervised job situations). To comply with the order, you may view the "Instructions for Guardians" video OR complete the web-based training "Guardianship 101." Initial Report Of Guardian Form. Fillable PDF Guardianship and Conservatorship Forms The Iowa Supreme Court has issued user-friendly forms for the guardian's initial care plan and annual report for guardians of both adults and minors as well as the conservator's initial care plan and annual report. Copies of forms are located in Resources and additional copies can be obtained from the Guardianship Part or the Court Clerk in your courthouse. EXAMINER'S REPORT ON GUARDIAN'S INITIAL REPORT (MHL §§ 81.30, 81.32 [a] ) Name and address of Incapacitated Person City ST ZIP Name and address of Guardian City ST ZIP Index No. Last updated: 5/16/2008 Before you write the judge you should call the judge’s law clerk and ask him or her for guidance. Lost wages while you were taking care of your ward’s affairs, The fee you paid to attend the required guardianship training, Taxi fares, gas, mileage, or parking for your car to take your ward to the doctor or any other appointment, The cost to photocopy papers and have them certified, The cost of obtaining a bond, if the judge ordered you to get one, Any payments you have made from your own funds to buy supplies and services for your ward for which you have saved the receipts. Instantly send and print them with … The initial report must be filed no later than ninety (90) days after the issuance of your commission as guardian. An Incapacitated Person. All reports are reviewed by the court examiner who must make sure that the reports present information on all the tasks that were listed in the original Order and Judgment and that the accounting of how you spent your ward’s funds is accurate and acceptable. GUARDIAN’S INITIAL (90-DAY) REPORT & INSTRUCTIONS Once you have finished writing either one of the reports you must sign it in the presence of a Notary Public. The Initial Report is the first report you must write 90 days after you received your Commission. A list of medical treatments your ward received since the last report. You should also mail a photo copy of the report to: In Brooklyn, Queens and Staten Island this person is: name of incapacitated person Additional Support. If you are seeking appointment as a non-certified guardian in a Type 4 guardianship, you are required to complete mandatory training pursuant to General Order #11-2-12050-3. You should list each one with an address and phone number, A list of day care programs your ward attends regularly with their names and phone numbers, A list of medications your ward is currently taking, Bank accounts your ward owned at the time of your appointment as guardian (include the name of the bank, the account number and the amount of money in each account), Whether you have opened a Guardianship Account, A list of stocks, bonds, other securities that you have found, and whether you have changed the title of the accounts to your name as guardian, A list of any other funds you have found, where they were located, what their value is, and what you have done with these funds, A list of other personal property—such as a car, furniture, jewelry, and artwork—with a description, their location, and their value, A list of real property your ward owns including the location, the type of property it is, and its value, A list of the sources of your ward’s monthly income, including the source and the amount each month, A list of other income, such as interest or dividends, A list of any debts or unpaid bills, including who needs to be paid and how much, Any public benefits you have applied for, Whether you have applied for insurance on behalf of your ward, Your ward’s insurance policies (medical, longterm care, homeowner’s, auto, valuable items, art work, life insurance), Whether your ward has a safe deposit box, including the name of the bank, the address, and whether or not you have been able to see its contents and determine their value. If your ward lives in a home for people with disabilities, or another similar type of residence, you must send a copy of the report to the administrator of the residence. In that case the Guardian’s powers could become less over time. REPORT: Date of initial report: Date of last annual report: Date of this report: Period covered by this report: through (INSTRUCTIONS: except for the first and last year of guardianship, the accounting covers the period from January until the end of December of the year preceding the report, or any other period upon order of the court). Guardianship Proceedings: Teahan & Constantino, LLP Overview and Background; Pre-Hearing Procedural Issues April 28, 2017-3- Initial Report (Guardianship) Download Free Print-Only PDF OR Purchase Interactive PDF Version of this Form. Guardian Assistance Network . Can Guardians Ask For Changes at Any Other Time? 2. Example: The Judge’s refusal to change the Order and Judgment. initial report of guardian form new york state Page 1 Insert Court Examiner s Name INITIAL REPORT OF GUARDIAN COURT OF STATE OF NEW YORK COUNTY OF In the Matter of the Initial Report of As Guardian US 20040027856A1 US 20040027856A1 (19) United States (12) Patent Application Publication (10) Pub. FORMS FOR PROCEEDING FOR AN ORDER RELEASING AND DISCHARGING GUARDIAN - ON CONSENT: Order to Show Cause to Settle a Final Report, Order Settling & Approving a Final Report, Affidavit in Support of Discharge of Guardian & Cancellation of Bond, Instructions for Submission of a Proposed Order Discharging Guardian & Surety, 1st JD - Supreme Court, Civil Branch, NY County, Subpoenaed Records/Interpreters/Withdrawal, Rules of the Special Referees Part (Part SRP), GUARDIAN’S INITIAL (90-DAY) REPORT & INSTRUCTIONS. GUARDIAN’S INITIAL (90-DAY) REPORT & INSTRUCTIONS The First Report Required to be Filed by the Guardian followed by Instructions on How to Complete It ANNUAL REPORT OF THE GUARDIAN ANNUAL REPORT OF THE GUARDIAN - SIMPLIFIED ACCOUNT FOR CASH ASSETS TOTALING $100,000 OR LESS The Initial Report is also called the “90-day Report” since it must be submitted 90 days after the day that you received your Commission. (2007) Surrogate’s Court of Dutchess County Article 81 Guardianship CLE Vincent L. Teahan, Esq. The first 90 days after you received your Guardianship Commission are important since you are learning the rules of the law and become familiar with the requirements of the court AND you are also expected to find out how you can best care for your ward. The initial report must be filed no later than ninety (90) days after the issuance of your commission as guardian. However, John does not have to wait until the time he has to submit his Annual Report. 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