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Guardianship for a minor A minor may need a legal guardian when a parent dies, leaves the country, or becomes too sick to care for the child. 60 Madison Avenue, 2nd Floor Last updated: 5/16/2008 A detailed accounting of all income received and all expenses paid. First Judicial Department, Mental Hygiene Legal Services va. code § 64.2-2020 . Because the law requires that wards must be consulted about where they want to live, the judge decides that Millie should not be moved and denies Donald’s request to change the Order and Judgment. Your ward, unless the judge ordered you not to do so in 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. Marvin Bernstein, Director You may be asked to change the report if the court examiner believes that changes are needed. Initial Report (Guardianship) Download Free Print-Only PDF OR Purchase Interactive PDF Version of this Form. John can write the judge a letter asking that the judge change the Order now so that June can be admitted to the nursing home immediately. C. Bond If you have been appointed as a Guardian of the Property, the Order and Judgment ap-pointing you has fi xed an amount of a Surety Any big changes you have observed in your ward’s situation or condition since the last report. (View a sample an Initial Report.) The notarized copy must be filed with the office of the county clerk. The court examiner who has been assigned to your ward’s case. Asking For Reimbursement of Your “Out-Of-Pocket” Expenses, Asking for Changes in the Guardian’s Power. Having Millie nearby will make it much easier for Donald and his wife to supervise home care aids and to visit his mother frequently. Sidney Hirschfeld, Director NYS Courts Guardian and Fiduciary Services. If you don’t have good reasons for the changes you request, or if the judge disagrees with you because he or she feels that your plan is not in the best interest of your ward, the judge will not approve them. commonwealth of virginia . NY Initial Report of Guardian 2017 - Complete Legal Document Online | US Legal Forms Use online NY Initial Report of Guardian 2017 to easily manage your legal needs. GUARDIAN’S INITIAL (90-DAY) REPORT & INSTRUCTIONS June’s doctor has advised John that his mother must be placed in a nursing home to receive care from nurses and other specialists and have access to medicines to control her pain. Power to appoint a guardian of the person and/or property; standard for appointment Section 81.03 Definitions Initial Report (Guardianship) Form. Any attorney who represented your ward at the hearing (Initial Report only). Can Guardians Ask For Changes at Any Other Time? 3. The initial report typically contains a brief summary of the status of the incapacitated person and a list of the assets of the incapacitated person. The court examiner may also call you and ask you questions by phone or ask you to come to his or her office. It is a judicial determination based on clear and convincing evidence that an individual is incapacitated. He now wants to move Millie to an assisted living residence near his home. Example: Changing the Order and Judgment in an Emergency. Article 81. What Information Must Be Included In The Reports? Queens County Forms. Millie is doing very well, especially now that she has a home attendant three times per week. A request for your compensation or fee, also called “commission”, if the judge had ordered it in your Order and Judgment (you are not obligated to get payment but you may accept it if the judge had ordered it). The First Report Required to be Filed by the Guardian followed by Instructions on How to Complete It, ANNUAL REPORT OF THE GUARDIAN - SIMPLIFIED ACCOUNT FOR CASH ASSETS TOTALING $100,000 OR LESS, SHORT FORM APPLICATION FOR AUTHORIZATION TO EXPEND FUNDS/ORDER. Include the reason for the visit and the doctor’s diagnosis and treatment plan (if there is one). ANNUAL REPORT OF GUARDIAN COURT OF STATE OF NEW YORK COUNTY OF In the Matter of the Annual Report of As Guardian for Index No. When you prepare to write your reports, you should first re-read the Order and Judgment so that you know exactly what the judge has given you the power to do and then start filling in the sections listed in the report forms. In that case the Guardian’s powers could become less over time. Example: The Judge’s refusal to change the Order and Judgment. Who Should Receive My Initial or Annual Reports? report of guardian for an incapacitated person. Guardianship of An Incapacitated Adult An Incapacitated Person (AIP) is an adult (older than 18 years of age) and needs help to care for their personal needs or manage their property or financial affairs. The Supreme Court forms must be used by guardians that are not represented by an attorney. Name of Judge or Justice Appointing Guardian Date of Order/Judgment Appointing Guardian Date of filing of Guardian's Initial Report Present Value of Estate 1. When your ward last saw a doctor. Initial Account Schedule E ‐ Items on Hand Initial Account Schedule F ‐ Bond Summary Figures for Initial Report (use after schedules have balanced) Initial Accounting by Guardian (use after Summary has balanced) Initial Report by Guardian Back for Initial Report by Guardian Annual Reports … has been representing clients in New York Guardianship Proceedings, throughout the past 30 years in New York, including Queens and Nassau Counties. The judge will want to know that your ward is in good hands and that you are doing everything for your ward the way the judge had ordered. Additional Support. The reports must be written in a court approved form. 170 Old Country Road 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 But family guardians without a lawyer may write the judge themselves to ask for a change in their powers. 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. Donald has asked for a change in the Order and Judgment, permitting him to move Millie to Long Island. A list of medical treatments your ward received since the last report. you are no longer in the jurisdiction of New York, for the purposes of any action concern-ing your role as Guardian, legal action can continue as if you were in New York. The initial report must be filed no later than ninety (90) days after the issuance of your commission as guardian. This report is meant to be a picture or “snapshot” of your ward’s situation at the beginning of the guardianship. Accounting Period: to General Instructions 1. Fill out, edit, sign and download your documents in PDF. The court examiner’s name is usually located in the Order and Judgment, but if it is not you can contact the county clerk’s office to find out who the court examiner is for your ward’s case. 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. The Initial Report New York Guardianship Attorney Jules Martin Haas, Esq. 2. Instantly send and print them with … Three years ago Donald was appointed guardian for Personal Needs and Property Management for his mother, Millie, who lives in her own apartment in Brooklyn. (This is the time where you will find that you will greatly benefit from having made personal notes and having kept receipts and all statements, invoices and bills.). An Article 81 Guardianship is a legal proceeding under NYS Mental Hygiene Law in the Supreme Court for individuals who lack mental capacity to execute advance directives or whose advance directives are not comprehensive. What happens to the Reports after I file them? name of incapacitated person Before you write the judge you may want to call the judge’s law clerk and explain what it is you would like to do – law clerks can be very helpful to you since they work closely with the judge and assist the judge with all legal questions and issues. NY CLS Men Hyg §81.01. All guardians must attach a copy of the order of appointment. 1. Guardianship Proceedings: Teahan & Constantino, LLP Overview and Background; Pre-Hearing Procedural Issues April 28, 2017-3- Initial Report (Guardianship) This is a New York form that can be used for Supreme Court within Local County, Bronx. 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. 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. Copies of forms are located in Resources and additional copies can be obtained from the Guardianship Part or the Court Clerk in your courthouse. Facts on which any change in the guardian ’ s diagnosis and treatment plan ( if is! Donald moved with his New wife to Long Island this is a guardianship for minors Legal Needs he now to! Is incapacitated call you and ask him or her office to do things. 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