In addition, the probate court may appoint an examiner or assign court employees to conduct an investigation to verify the accuracy of the inventory. The probate court may require that the inventory be supported by evidence and that the guardian produce prior income tax returns, bank statements, Social Security records of the ward or any other relevant documents. The inventory must list all real and personal property of the ward and the annual value of the rental of any real estate. ![]() What is included in a guardian’s inventory?Ī guardian of the estate of a ward must file an inventory of the ward’s assets within three months after appointment. The person requesting the appointment of a conservator specifies the powers requested on the Petition for Conservatorship. The appointment of a conservator is not considered as evidence of “mental impairment.”Īn emergency guardian is a guardian appointed by the probate court without a formal hearing when an emergency exists and a guardian is necessary to prevent injury to the person or estate of the ward.Ī conservator is a person appointed by the probate court at the request of a mentally competent adult who is physically unable to manage certain aspects of his or her life. A ward for whom a limited guardianship has been appointed retains all rights in all areas not covered by the Order of Limited Guardianship.Īn interim guardian is a guardian appointed after a former guardian has been temporarily or permanently removed or resigns, and when the probate court determines, that the welfare of the ward requires immediate action. (Note: Unless the court order appointing a guardian specifies otherwise, the same person is normally named as guardian of the person and the estate, if both are required.)Ī limited guardian is a guardian whose powers are specifically limited by the probate court.
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