Yes. Guardians must file certain reports to let the court know the status of the Ward. Below is a description of the type of report, the time period it covers, and when it is due.
|
DUE
DATE |
DATES
COVERED |
|
Initial
Guardian Plan |
Within
60 days from date of issue of letters of guardianship |
From
date of issue of letters of guardianship through the last day of that
month, one year later |
|
Example:
Letters
of guardianship signed on 4/15/98 |
Between
4/15/98 and 6/15/98 |
From
4/15/98 through 4/30/99 |
|
Initial
Inventory |
Within
60 days from date of issue of letters of guardianship |
Inventory
of assets and liabilities on hand on date of filing |
- Verified
inventory
- Most
recent bank statements
- Copies
of appraisals
- Audit
fee, or fee waiver petition
|
Example:
Letters
of guardianship signed on 4/15/98 |
Between
4/15/98 and 6/15/98 |
Inventory
information up to date of filing |
|
Amended
Inventory |
Within
30 days of finding asset |
|
- Amended inventory
- Copy of appraisal
- Bank statements
|
Annual
accounting (calendar year) |
On
or before April 1st of the next calendar year |
From
1/1 through 12/31 of the calendar year |
- Annual accounting
- Current bank statements
- Audit fee
|
Example:
Annual
accounting for calendar year 1998 |
On
or before 4/1/99 |
From
1/1/98 through 12/31/98 |
|
First
Annual Plan (fiscal year)* |
Within
90 days from the last day of the anniversary month of the letters of guardianship |
The
plan is prospective. It begins the first day of the initial plan expired
through the last day of the anniversary month. |
- Physician's Report dated within 90 days prior to filing
|
Example:
Letters
of Guardianship signed on 4/15/98 |
By
7/31/99 |
From
5/1/99 through 4/30/99 |
|
First
annual accounting (fiscal year)* |
Within
90 days from the last day of the anniversary month of the letters of guardianship |
From
the day the letters of guardianship were signed through the last day of
the next anniversary month of the signing |
- Annual
accounting
- Current
bank statements
- Audit
fee
|
Example:
Letters
of guardianship signed on 4/15/98 |
By
7/31/99 |
From
4/15/98 through 4/30/99 |
|
Second
annual accounting (fiscal year) |
Within
90 days from the last day of the anniversary month of the letters of guardianship |
From
the 1st day after the previous accounting expired through the last day
of the anniversary month of the letters of guardianship |
- Annual accounting
- Current bank statements
- Audit fee
|
Example:
Letters
of guardianship signed on 4/15/98 |
By
7/31/00 |
From
5/1/99 through 4/30/00 |
|
Second
annual guardianship plan (fiscal year) |
Within
90 days from the last day of the anniversary month of the letters of guardianship |
From
the 1st day after the previous plan expired through the last day of the
anniversary of the letters of guardianship |
- Annual accounting
- Current bank statements
- Audit fee
|
Example:
Letters
of guardianship signed on 4/15/98 |
By
7/31/00 |
From
5/1/00 through 4/30/01 |
|
| *Note: Periods covered by the annual accounting reports and the annual guardian plans filed on the same year are different. The annual accounting reports on what transpired during the previous year only, while the annual guardian plan evaluates the ward's care and condition over the previous year, as well as provides plans for the coming year. |