INVESTIGATOR'S REPORT YOU CAN USE THIS PACKET IF THE FOLLOWING IS TRUE: [] THE COURT APPOINTED YOU INVESTIGATOR IN A GUARDIANSHIP AND/OR CONSERVATORSHIP CASE December 2004 Coconino County Law Library and Self-Help Center 20.04 American LegalNet, Inc. www.USCourtForms.com INSTRUCTIONS Read all forms and instructions before starting. Fill out forms by typing or printing in blue ink. By "ward", this packet means a proposed or actual ward or protected person. The court may appoint an investigator to investigate the appropriateness of 1) appointing, 2) removing, or 3) accepting the resignation of a guardian and/or conservator of an adult or 4) terminating the guardianship and/or conservatorship. The investigator shall have no personal interest in the proceeding. At the hearing, the ward is entitled to cross-examine the investigator. The ward in a conservatorship case is entitled to see all evidence bearing on their condition. The investigator also shall arrange to transport the ward as the court directs. STEP 1: (1) (2) (3) (4) (5) CONDUCT THE INVESTIGATION Interview the ward. Interview the guardian and/or conservator. Visit the ward's current place of residence. Visit the ward's proposed place of residence. Interview caregivers and the manager or administrator at the nursing or care home, if any. In conducting interviews, you may examine any relevant court, medical, or financial record. STEP 2: (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12) (13) FILL OUT THE REPORT OF THE COURT-APPOINTED INVESTIGATOR Enter your name, address, and phone number. Enter the ward's name as it appears on the order appointing you. Enter the case number as it appears on the order appointing you. Check the box indicating which action the report concerns, and list the documents you reviewed and the people you interviewed. Check the box indicating where the ward lives. If you check "other", explain. Enter how long the ward has lived there. Enter where the ward lived before now and when they lived there. Describe the symptoms of the ward's incapacity. Enter the guardian and/or conservator's relationship to the ward. Enter the approximate date the ward became incapacitated. Describe how the ward's incapacity is being treated. For each prior psychological investigation of the ward, list who conducted the investigation and when and describe their major findings. Check each box indicating how the ward's incapacity limits them, and list any other limitations. Describe how the guardian and/or conservator plans to meet the ward's needs. Describe the ward's opinion and understanding of their incapacity, of the guardian and/or conservator, and of the guardianship and/or conservatorship. Page 1 of 2 Revised December 2004 Coconino County Law Library and Self-Help Center Forms American LegalNet, Inc. www.USCourtForms.com (14) (15) (16) (17) (18) (19) (20) (21) (22) (23) Describe whether and how the guardianship and/or conservatorship is in the ward's best interest. Describe whether the guardian and/or conservator is the most appropriate guardian and/or conservator for the ward. Describe whether and how the ward's current and proposed places of residence are in their best interest. If the guardianship could be limited, describe how. Describe considerations on whether the court should suspend the ward's driver's license. Describe whether and how any of the ward's accounts should be restricted. Identify accounts to be restricted by the bank or institution name, an account description (such as "savings", "checking", "money market", etc.), and the value. Enter the ward's annual income and total assets listed on the most recent Inventory of Estate, Guardian's Report, or Conservator's Accounting in the case file. Enter the ward's diagnosis. If it is progressive and incurable, check the box. List the ward's medications and their purposes. Enter any other comments. Read the Report and make sure everything in it is true. Date and sign. FILE THE REPORT WITH THE COURT STEP 3: At least one week before the hearing date listed on the order appointing you, take or mail the original and one copy of the Report to the Clerk of Superior Court, 200 N. San Francisco St., Flagstaff, AZ 86001. The Clerk will stamp your copy with the filing date and return it you. If you file by mail, include a self-addressed, stamped envelope and a note asking the Clerk to return the copy. STEP 4: DELIVER THE REPORT TO THE WARD'S ATTORNEY On the day you file it, mail or hand-deliver a copy of the Report to the ward's attorney (deliver it to the ward if the ward doesn't have an attorney). Page 2 of 2 Revised December 2004 Coconino County Law Library and Self-Help Center Forms American LegalNet, Inc. www.USCourtForms.com (1) Person Filing: Street Address: City, State, Zip: Phone Number: SUPERIOR COURT OF ARIZONA, COUNTY OF COCONINO In the Matter of the Guardianship and/or Conservatorship of: (2) An Adult (3) Case Number: REPORT OF THE COURT-APPOINTED INVESTIGATOR (4) I am the court-appointed investigator. I have no personal interest in this proceeding. I have conducted an investigation as required by statute. This report concerns: [] Appointing a guardian and/or conservator [] Removing a guardian and/or conservator [] Accepting a guardian and/or conservator's resignation [] Terminating guardianship and/or conservatorship I reviewed the following documents: I interviewed the following people: Background (5) The ward has lived in a [ ] private home [ ] boarding home [ ] nursing home [ ] other: for: Before then the ward lived at: From: To: Address: (6) Symptoms of the Ward's Incapacity: (7) The Guardian and/or Conservator's Relationship to the Ward: (8) When the Ward Became Incapacitated: (9) How the Ward's Incapacity is Being Treated: Page 1 of 3 Revised December 2004 Coconino County Law Library and Self-Help Center Forms American LegalNet, Inc. www.USCourtForms.com (10) Prior Psychological Evaluations of the Ward: Conducted By: Date: Major Findings: NAME: Title: NAME: Title: Findings (11) Incapacity prevents the ward from providing for the following on their own behalf: [] Food, clothing, and shelter [] Medical decisions [] Educational, social, and religious activities [ ] Financial decisions Other: (12) How the Guardian and/or Conservator Plans to Meet the Ward's Needs: (13) The ward holds the following opinion and understanding of their incapacity, the guardian and/or conservator, and the guardianship and/or conservatorship: (14) Whether and How the Guard