At the time of appointment, a guardian will receive from the court a notice of duties. The notice of duties details the annual reporting requirements of the guardian based on the Order Appointing Guardian of Individual with Developmental Disability signed by the Probate Judge. A guardian is appointed guardian of the person, guardian of the estate or both. Please review the notice of duties or contact Probate Court if you are unsure which documents are needed for reporting. Reports are due annually on the date specified in the notice of duties and on the Letter of Guardianship.
The following document is used when an individual has been appointed guardian of the person and must be filed each year by the due date listed on the Letters of Guardianship.
PC663 Annual Report Of Guardian On Condition Of Legally Incapacitated Individual
The following documents are used by the individual who has been appointed guardian of the estate. An inventory of the estate must be filed within 56 days of appointment. Accounts regarding the status of the estate must be filed annually by the due dated listed on the Letters of Guardianship.
PC674 Inventory - if mentioned in notice of duties
PC584 Account of Fiduciary - if mentioned in notice of duties
Instructions for Completing PC584 Long Form
Income Reporting Statement - if mentioned in notice of duties
PC585A Petition to Allow Accounts - if mentioned in notice of duties
An individual appointed guardian of both the person and estate must file the annual documents for both person and estate.
All documents should be submitted with a PC564 Proof of Service indicating the report(s) were provided to the interested parties in the case as well as the ward if they are 14 years of age or older.
These documents can be mailed, emailed, faxed or hand delivered to Probate Court.