II-J SUPERIOR COURT OF THE DISTRICT OF COLUMBIA PROBA'I'E DIVISION IN RE: ______________________ Intervention Proceeding No. __________ An Adult NOTICE OF INITIAL HEARING PURSUANT TO 325 NOTICE IS HEREBY GIVEN that a Petition for appointment of [ ] Permanent Limited Guardian [ ] Permanent General Guardian [ ] Successor Guardian [ ] general [ ] limited [ ] Conservator [ ] general [ ] limited [ ] Special Conservator [ ] Entry of a Protective Order for : _______________________________________________________________ (Subject of the Proceeding) has been filed, a copy of which is attached hereto. Hearing has been set to consider the petition on _____________________________, 20_____ at __________ o'clock ____M., in Courtroom ______of the Superior Court of the District of Columbia, 515 5th Street, N.W., Washington, D.C. 20001, before the presiding Fiduciary Judge. Dated ________________________ ________________________________ Petitioner/Attorney __________________________________ Address __________________________________ NOTE: Pursuant to SCR-PD 311(c) (3), this notice must be mailed no less than 17 days, and/or personally delivered no less than 14 days, before the time set for the hearing. Copies to: Parties to the above-captioned case and persons granted permission to participate pursuant to SCR-PD 303 and persons who requested notice pursuant to SCR-PD 304. Proof of service required in accordance with SCR-PD 311(c)(6) in Form I-K American LegalNet, Inc. www.FormsWorkflow.com The petitioner must serve a copy of the petition upon the subject of the petition and his or her counsel, and to all other persons entitled to notice under D.C. Code §21-2042 by first class mail, within 3 days of the filing of the petition in accordance with SCR-PD 321 (c). The petitioner will also cause this notice of the hearing to be served personally on the subject of the petition and to all other individuals in accordance with SCR-PD 325. The notice must be served at least 14 days before the time set for the hearing. The Court, for good cause shown, may provide for a different method or time of giving notice for any hearing. Unless it is waived, notice of hearings in these proceedings must be given to each of the following: (1) The subject of the petition and his or her spouse and adult children, or if none, parents; (2) Any person who is serving as guardian or conservator, or who has the care and custody of the individual alleged to be incapacitated; (3) In case no other individual is notified under paragraph (1) of this subsection, at least 1 of the nearest adult relatives, if any can be found; and (4) Any other person as directed by the Court. The subject of the petition may not waive notice. Other individuals including a guardian ad litem or other fiduciary may waive notice by a signed writing filed with the Court. Upon the filing of the petition the Court will appoint an attorney to represent the subject of the petition, unless the individual has chosen counsel. At any point in the proceeding, the Court may appoint a guardian ad litem to prosecute or defend the interest of any individual if the Court determines that representation of the interest otherwise would be inadequate. Upon the filing of the petition, the Court may appoint a visitor and an examiner pursuant to D.C. Code §§21-2041 or 21-2054. The examiner and visitor will be separate individuals. Each must file and serve on all parties written reports no later than 10 days before the date set for the hearing. After the filing of the reports of the examiner and the visitor, the parties may file a joint stipulation that the proceeding is uncontested as to all issues. The purpose of the proceeding is: 2 American LegalNet, Inc. www.FormsWorkflow.com To determine whether the subject of the intervention proceeding is incapacitated because said individual is an adult whose ability to receive and evaluate information effectively or to communicate decisions is impaired to such an extent that he or she lacks the capacity to take actions necessary to: [Select appropriate box(es)]: (a) obtain, administer, and dispose of real and personal property, intangible property, business property, benefits, and income (b) provide health care, food, shelter, clothing, personal hygiene, and other care without which serious physical injury or illness is more likely than not to occur (c) acquire and maintain those life skills that enable him or her to cope more effectively with the demands of his or her own person and of his or her own environment and to raise the level of his or her own physical, intellectual, social, emotional, and economic efficiency to meet all or some essential requirements for his or her therapeutic needs [Select one] without court-ordered assistance or the appointment of [Select one] a guardian or a conservator. Procedure Upon the filing of a petition for the appointment of a permanent limited or general guardian, the appointment of a successor limited or general guardian, the appointment of a general or limited conservator or special conservator, or the entry of a protective order, the Clerk will schedule a hearing on the petition. If a joint stipulation is filed, a hearing may be scheduled on an expedited basis. Not later than 5 days before the hearing the parties may file responsive pleadings in accordance with SCR-PD 321. 3 American LegalNet, Inc. www.FormsWorkflow.com Significance This proceeding does not operate to repeal, alter or amend the right of an individual who is the subject of a petition for civil commitment in any proceeding under Chapter 5 of Title 21, or the Mentally Retarded Citizens Constitutional Rights and Dignity Act of 1978 (D.C. Code, §61901 et seq.) This proceeding does not affect guardians or conservators appointed by the Court prior to September 30, 1989, unless the prior proceedings are reinstituted under D.C. Code, Chapter 20 of Title 21 (1988 Supp.). A finding of incapacity does not constitute a finding of legal incompetence. An individual found to be incapacitated retains all legal rights and abilities other than those expressly limited or curtailed in the order of appointment of a guardian or in a protective proceeding, or subsequent order of the Court. In a guardianship or protective proceeding, the Court will exercise its authority so as to encourage the development of maximum self-reliance and independence of the incapacitated or protected individual, and make appointive, protective and other orders only to the extent necessitated by the incapacitated or protected individual's mental and adaptive limitations and other conditions warranting the procedure. If a guardian is appointed, the guardian will be responsible for care, custody, and control of the incapacitated individual with powers as set forth at D.C. Code §21-2047 or with limited powers as set forth in the order of appointment. Unless otherwise directed by the Court, the guardian will not have the power to consent to certain medical treatment as set forth at D.C. Code §21-2047(c), or to consent to the waiver of any substantive or procedural right of the incapacitated individual in any proceeding arising from an insanity acquittal, or to prohibit marriage or divorce, or consent to termination of parental rights. While a petition for appointment of a conservator or other protective order is pending, and after preliminary hearing, and without notice to others, the Court may preserve and apply the property of the individual to be protected as may be required for support of the individual or dependents of the individual. After hearing and upon determining that a basis for an appointment of a conservator or other protective order exists with respect to an individual, the Court has the power over the estate and business affairs that the individual could exercise if present and not incapacitated, except the power to make a will. 4 American LegalNet, Inc. www.FormsWorkflow.com If a conservator is appointed, the conservator will hold title as trustee to all property of the protected individual presently held or after acquired, or to part of the property specified in the order, including title to any property held for the protected individual by custodians or attorneys-in-fact. An order specifying that only part of the property of a protected individual vests in the conservator creates a limited conservatorship. Rights In proceedings for the appointment of a guardian or conservator, the petitioner must present clear and convincing evidence that the appointment or protective order is warranted. The individual alleged to be incapacitated has the right to request that the hearing be closed and must be present at the hearing unless cause is shown for the absence. The individual must be represented by counsel and is entitled to present evidence and crossexamine witnesses, including any court appointed examiner or visitor. As approved by order of the Court, pursuant to D.C. Code §21-2060, any visitor, attorney, examiner, conservator, special conservator, guardian ad litem, or guardian is entitled to compensation for services rendered either in a guardianship proceeding, protective proceeding or in connection with a guardianship or protective arrangement. Upon payment of a fee, any interested person who desires to be notified before any order is made in any of these proceedings may file a request for notice with the Clerk of the Court and serve it on all parties in accordance with SCR-PD 304(a). A request for notice is not sufficient to confer permission to participate. The protected individual or any other interested person may petition the Court for removal of a guardian or conservator or termination of the proceeding. The guardian or conservator may resign upon petition and acceptance by the Court. The protected individual seeking termination is entitled to the same rights and procedures as in an original proceeding. Any person interested in the welfare of an individual for whom a conservator is appointed may petition for orders subsequent to appointment requiring action respecting bonding or other appropriate relief pursuant to D.C. Code §21-2062, or for enlargement or limitation of powers pursuant to D.C. Code §21-2072. 5 American LegalNet, Inc. www.FormsWorkflow.com SUPERIOR COURT OF THE DISTRICT OF COLUMBIA II-J1 PROBA'I'E DIVISION IN RE: ___________________________ Intervention Proceeding No. ________ An Adult NOTICE OF INITIAL HEARING PURSUANT TO 325(b) (to subject of proceeding only) TO: _________________________________ ADDRESS: ____________________________ You are notified that a petition has been filed, a copy of which is attached hereto, in which it is alleged that you are incapable of properly caring for yourself or of managing your financial affairs or both. The petition seeks the appointment of a guardian for your person or a conservator for your estate or both. The Court, being satisfied that there is good cause for the exercise of jurisdiction as to the matters alleged in said petition has set the matter for hearing on __________________________, 20____ at ____________ o'clock ____m. in Courtroom _____ of the Superior Court of the District of Columbia located at 515 5th Street, N.W., Washington, D.C. 20001. The Court has appointed counsel to represent you whose name, address and telephone number are as follows: ________________________________________________________ ___________________________________________________________________________ ___________________________________. Telephone: _____________________________ A list of your rights in connection with the above described hearing is attached hereto. _________________________________ Petitioner/Attorney NOTE: _________________________________ Address Pursuant to 325(a) and 311(c)(3) this notice must be personally delivered at least 14 days before the time set for the hearing. Copies to: Parties to the above captioned case and persons granted permission to participate pursuant to SCR-PD 303 and persons who requested notice pursuant to SCR-PD 304. 6 American LegalNet, Inc. www.FormsWorkflow.com SUPERIOR COURT OF THE DISTRICT OF COLUMBIA II-J1 PROBA'I'E DIVISION IN RE: _____________________________ Intervention Proceeding No. _______ An Adult YOUR HEARING RIGHTS As the subject of an intervention proceeding, you have the following rights: 1. To have your partial or total incapacity proved by clear and convincing evidence by the petitioner. 2. To an attorney of your own choice or to have an attorney appointed for you if you have not retained an attorney. 3. To be present at the hearing. 4. To present evidence on your own behalf. 5. To cross-examine witnesses who testify against you, and the right to cross-examine any examiner and visitor. 6. To have the hearing open or closed to the public at your election. 7. The right to appointment of an examiner unless a report on you has been submitted to the Court. GENERAL RIGHTS 1. Unless it is waived, notice of hearings in these proceedings must be given to each of the following: A. The subject of the petition and his or her spouse and adult children, or if none, parents: B. Any person who is serving as guardian or conservator, or who has the care and custody of the individual alleged to be incapacitated: C. In case no other individual is notified under paragraph (A) of this subsection, at least one of the nearest adult relatives, if any can be found; and Form PD-1893/Sep. 89. Amended June 2008 7 American LegalNet, Inc. www.FormsWorkflow.com D. Any other person as directed by the Court. 2. The subject of the petition may not waive notice. Other individuals including a guardian ad litem or other fiduciary may waive notice by a signed writing with the court. 3. Upon the filing of the petition, the Court will appoint an attorney to represent the subject of the petition, unless the individual has retained counsel. 4. At any point in the proceeding, the Court may appoint a guardian ad litem to prosecute or defend the interest of any individual if the court determines that representation of the interest otherwise would be inadequate. 5. Upon the filing of the petition, the Court may appoint a visitor and an examiner pursuant to D. C. Code §§21-2042 or 21-2045. The examiner and visitor will be separate individuals. Each must file and serve on all parties written reports no later than 10 days before the date of the hearing. POSSIBLE CONSEQUENCES OF A FINDING OF INCAPACITY OF THE RESPONDENT At the hearing, a guardian may be appointed for your person, and/or a conservator for your estate. The appointment may affect or transfer to the guardian or conservator title to your property, your right to contract, to manage and control your property, to give informed consent for medical treatment, to fix your place of residence, and other important rights. GENERAL CONSEQUENCES Persons with personal and/or financial dealings with you must be aware that appointment of a guardian or conservator may affect or transfer to the guardian or conservator title to your property, your right to contract, to manage and control of property, to give informed consent to medical treatment, to fix the place of residence and other important rights. Amended June 2008 8 American LegalNet, Inc. www.FormsWorkflow.com