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. Who Should Receive My Initial or Annual Reports? After the court examiner has approved your report he or she will send a summary to the judge. Use online NY Initial Report of Guardian 2005 to easily manage your legal needs. va. code § 64.2-2020 . 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. Having Millie nearby will make it much easier for Donald and his wife to supervise home care aids and to visit his mother frequently. In your reports you may ask for reimbursement of expenses you have paid out of your own funds on behalf of your ward. When your ward last saw a doctor. This report is meant to be a picture or “snapshot” of your ward’s situation at the beginning of the guardianship. Download Free Print-Only PDF OR Purchase Interactive PDF Version of this Form. Information about the social condition of your ward, including what social and personal assistance he or she has received and what your ward’s social skills and social needs are. form cc-1644 (master, page one of two) 10/19 . In that case the Guardian’s powers could become less over time. 170 Old Country Road 3. This NYC Guardianship Guide will explain that there are three main types of guardianship proceedings in New York. Once you have finished writing either one of the reports you must sign it in the presence of a Notary Public. Fill out, edit, sign and download your documents in PDF. 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). 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. You should either hand deliver the original report to the county clerk or mail it by certified mail, return receipt requested. 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. 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). 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 … If you have good reasons to ask the judge for a change in your powers and you have a lawyer you should ask him or her to write a request to the judge giving all the reasons why you think the change in the Order and Judgment is needed. 60 Madison Avenue, 2nd Floor ROOM 100 . Asking For Reimbursement of Your “Out-Of-Pocket” Expenses, Asking for Changes in the Guardian’s Power. Last updated: 5/16/2008 Guardianship Proceedings: Teahan & Constantino, LLP Overview and Background; Pre-Hearing Procedural Issues April 28, 2017-3- You may be asked to change the report if the court examiner believes that changes are needed. 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. 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. 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 Copies of forms are located in Resources and additional copies can be obtained from the Guardianship Part or the Court Clerk in your courthouse. 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) Use online NY Initial Report of Guardian 2011 to easily manage your legal needs. Initial Report (Guardianship) Form. Queens County Forms. The initial report must be filed no later than ninety (90) days after the issuance of your commission as guardian. Power to appoint a guardian of the person and/or property; standard for appointment Section 81.03 Definitions The court examiner may also call you and ask you questions by phone or ask you to come to his or her office. Marvin Bernstein, Director NY CLS Men Hyg §81.01. (2007) Surrogate’s Court of Dutchess County Article 81 Guardianship CLE Vincent L. Teahan, Esq. The court examiner who has been assigned to your ward’s case. First Judicial Department, Mental Hygiene Legal Services His mother still lives in her own apartment but she has advanced cancer in addition to her dementia. 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. No. 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. 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. What type of guardian you are—for personal needs, property management, or both, Whether you have completed a guardianship training program (you must attach a copy of the certificate of attendance to your report), Your ward’s age and where your ward lives, The name of the facility or residence where your ward lives, if your ward does not live at home, How often you have visited your ward during these first 90 days—you must have visited at least once, A list of important documents you have found that your ward signed in the past, such as power of attorney, a will, a health care proxy, or a living will, What plans you have to take care of your ward in the immediate future, Whether there have been changes in your ward’s situation since the hearing, The names and addresses of your ward’s personal doctor and psychiatrist or psychologist, A list of other professionals or service agencies that provide services to your ward (home care agencies, meals on wheels, social services). Facts on which any change in your powers might be based, including ending of the guardianship. This kind of guardianship case is brought in Supreme Court or County Court under Article 81 … Sidney Hirschfeld, Director NYS Courts Guardian and Fiduciary Services. A detailed accounting of all income received and all expenses paid. has been representing clients in New York Guardianship Proceedings, throughout the past 30 years in New York, including Queens and Nassau Counties. The initial report must be filed no later than ninety (90) days after the issuance of your commission as guardian. Fill out, edit, sign and download your documents in PDF. Millie is doing very well, especially now that she has a home attendant three times per week. The Supreme Court forms must be used by guardians that are not represented by an attorney. New York Guardianship Attorney Jules Martin Haas, Esq. Proceedings for Appointment of a Guardian for Personal Needs or Property Management. 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. : US 2004/0027856 A1 (43) Pub. Any attorney who represented your ward at the hearing (Initial Report only). Who Should Receive My Initial or Annual Reports? It is a judicial determination based on clear and convincing evidence that an individual is incapacitated. General Information Supreme Court, Nassau County Guardianship Department 100 Supreme Court Drive Mineola, NY 11501 516-493-3121 Forms| Guide to Guardianship | FAQS | Links (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.). GUARDIANSHIP OFFICE 718 298-1040. All guardians must complete Sections I and II 2. The guardian ’ s situation or condition since the last report that be. Appointment of a guardian for Personal Needs a home attendant three times per.! 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