CHAPTER X X. A. COURT PROCEDURES FOR THE APPOINTMENT OF GUARDIANS AND CONSERVATORS CHECKLIST Procedure for Judicial Appointment of Guardian and Conservator Task File Petition File Physician’s statement Schedule hearing with Court File acceptance When due n/a File with the petition or shortly thereafter Date:____________________ Submit Background Check Form to Department of Human Services Visitor personally serves notice on Ward/Ctee Mail notice of hearing on all interested parties File affidavit of mailing Attend hearing Date continued to: Mail notices of continuance File proposed Order File proposed letters Date Court Files Order Serve Notice of Filing Order & Right to Appeal File Inventory Form 5-U 7-U Before order can be signed, preferably before the hearing Before or immediately after the hearing – File with DHS with the applicable fees 1-U Get from the court At least 14 days before the hearing 2-U At least 14 days before the hearing 3-U File affidavit of mailing of annual notice of right to petition/annual report Petition for allowance GAC-101 State 6-U Before or at the hearing Date:____________________ At least 5 days Before or at Hearing Before, at, or after hearing Date:____________________ Within 14 days 8-U 4-U 9-U Within 60 days of appointment Inventory 13 Within 30 days of annual anniversary 10-U Within 30 days of annual anniversary 11-U Within 30 days of annual anniversary Shortly after or with annual filings Account 14 3-U At least every 5th year, but that Annual Account Serve annual notice of right to restoration to capacity File personal wellbeing report File Annual Report Date Done ENG Rev 9/03-D www.courts.state.mn.us/forms Page 49 of 63 American LegalNet, Inc. www.FormsWorkflow.com of Annual/Final account Schedule hearing Attend hearing File proposed Order File Receipt for Assets Optional: File petition confirming discharge with Order GAC-101 State varies by county- or when terminating conservatorship Date:____________________ 14 15-U 16-U Asap, upon transfer of assets Asap, upon transfer of assets ENG Rev 9/03-D www.courts.state.mn.us/forms Page 50 of 63 American LegalNet, Inc. www.FormsWorkflow.com B. Procedure for Judicial Appointment of Guardian Task File Petition File Physician’s statement Schedule hearing with Court File acceptance When due n/a File with the petition or shortly thereafter Date:____________________ Form 5-U 7-U Before order can be signed, preferably before the hearing Before or immediately after the hearing – File with DHS with the applicable fees 1-U Submit Background Check Form to Department of Human Services Visitor personally At least 14 days before the hearing serves notice on Ward Mail notice of hearing At least 14 days before the hearing on all interested parties File affidavit of Before or at the hearing mailing Attend hearing Date continued to: Date:____________________ Mail notices of At least 5 days continuance File proposed Order Before or at Hearing File proposed letters Before, at, or after hearing Date Court Files Order Date:____________________ Within 14 days Serve Notice of Filing Order & Right to Appeal Within 30 days of annual Serve annual notice of anniversary right to restoration to capacity File personal wellWithin 30 days of annual being report anniversary Shortly after or with annual filings File affidavit of mailing of annual notice of right to petition C. Procedure for Judicial Appointment of Conservator Task File Petition File Physician’s statement Schedule hearing with Court File acceptance Submit Background Check Form to Department of Human Services GAC-101 State Date Done 6-U Get from the court 2-U 3-U 8-U 4-U 9-U 10-U 11-U 3-U When due n/a File with the petition or shortly thereafter Date:____________________ Form 5-U 7-U Before order can be signed, preferably before the hearing Before or immediately after the hearing – File with DHS with the applicable fees 1-U ENG Rev 9/03-D Date Done 6-U Get from the court www.courts.state.mn.us/forms Page 51 of 63 American LegalNet, Inc. www.FormsWorkflow.com Visitor personally serves notice on Conservatee Mail notice of hearing on all interested parties File affidavit of mailing Attend hearing Date continued to: Mail notices of continuance File proposed Order File proposed letters Date Court Files Order Serve Notice of Filing Order & Right to Appeal File Inventory At least 14 days before the hearing 2-U At least 14 days before the hearing 3-U Serve annual notice of right to restoration to capacity File Annual Report Within 30 days of annual anniversary Within 30 days of annual anniversary Account 14 File affidavit of mailing of annual notice of right to petition/annual report Petition for allowance of Annual/Final account Schedule hearing Attend hearing File proposed Order File Receipt for Assets Optional: File petition confirming discharge with Order Shortly after or with annual filings 3-U At least every 5th year, but that varies by county- or when terminating conservatorship Date:____________________ Annual Account 14 GAC-101 State Before or at the hearing Date:____________________ At least 5 days Before or at Hearing Before, at, or after hearing Date:____________________ Within 14 days Within 60 days of appointment 8-U 4-U 9-U Inventory 13 10-U 15-U 16-U Asap, upon transfer of assets Asap, upon transfer of assets ENG Rev 9/03-D www.courts.state.mn.us/forms Page 52 of 63 American LegalNet, Inc. www.FormsWorkflow.com