Nebraska State Court Form REQUIRED QUICK REFERENCE FOR GUARDIANS WITH NO AUTHORITY OVER THE ESTATE OF THE WARD CC 16:2.7.4 Revised 03/16 Neb. Ct. R. §6-1433(E)(1) In the Matter of ________________________________________________, ward/incapacitated person County: ______________________________________ Case number: __________________________ The anniversary date of your appointment is: _____________________________________________ (one year after the Letters are issued) You have been appointed as guardian with no authority over the estate of the ward/incapacitated person. Below is a list of duties that need to be completed within the time lines noted: 1. Letters of Guardianship and/or Conservatorship - Must be filed with the Register of Deeds in any county where the ward/incapacitated person/protected person has real property or an interest in real property. 2. Complete training for Guardians and Conservators ­ Must be completed within 90 days of appointment. Providers and class dates and locations are listed on the Supreme Court Website (http://www.supremecourt.ne.gov/Guardian/guardian-info.shtml#education). 3. Guardianship with No Authority Over the Estate of the Ward Annual Reporting Forms (Packet E) - Must be filed one year after the Letters are issued. You will receive notice 45 days before the reports are due. Packet E includes: Annual Report of Guardian on Condition of Ward - Each year, this form is completed by the guardian to update the court regarding activities with and on behalf of the ward/incapacitated person and to report on the ward's/incapacitated person's condition. Updated Inventory - This form is a list of all the ward's/incapacitated person's assets and will help you and the court keep track of the property, income, etc. of the ward/incapacitated person. Notice of Right to Object - Must be completed and sent to all interested persons. Personal and Financial Information form ­ This form is a confidential document which informs the court of the ward's/incapacitated person's complete bank account numbers, etc. which cannot be included on forms which can be accessed by the public. THIS CONFIDENTIAL FORM IS FILED WITH THE COURT, BUT NOT SENT TO INTERESTED PERSONS. Please note: There is a $5 court filing fee due with the Packet E annual reporting forms. Each of the form(s) you need are included in your packet. You may find the forms online at http://www.supremecourt.ne.gov/forms/county/guardian-conservators.shtml or you can make copies before using the original so that you will have them for future use. The annual reporting forms listed above, except for the confidential Personal and Financial Information form, must be sent to all interested persons, and a Certificate of Mailing must be filed with the court, indicating you mailed the completed forms to all interested persons by first class mail, postage pre-paid. Page 1 of 2 Quick Reference for Guardians with No Authority over the Estate of the Ward CC 16:2.7.4 Rev 03/16 American LegalNet, Inc. www.FormsWorkFlow.com REMEMBER: You must notify the court and interested persons within 7 days of receiving notice of becoming a representative payee and shall apply to the court to have the guardian's letters appropriately modified. In the event you assume control over the ward's/incapacitated person's estate, NEVER co-mingle the money of the ward/incapacitated person with your personal accounts. If necessary, open new accounts immediately. In the event you assume control over the ward's/incapacitated person's estate, you shall not pay yourself any money from the ward's/incapacitated person's accounts without first receiving permission from the Court. This includes any money for living expenses, if the ward/incapacitated person lives with you. In the event you assume control over the ward's/incapacitated person's estate, you shall not make any ATM withdrawals or receive cash back on a debit transaction from any account without a court order. If an account is restricted, you cannot access that money without a court order. You must notify the Court immediately if either you or your ward/incapacitated person has a change of address. You must notify the Court within 3 days if the ward/incapacitated person dies. You must get Court approval prior to moving the ward/incapacitated person out of the State of Nebraska. In the event you assume control over the ward's/incapacitated person's estate, you must file your Letters with the Register of Deeds in any County the ward/incapacitated person has real property or an interest in real property. If you fail to file any of the reports above on time, you will receive an Order to Show Cause requiring you to appear in Court to explain why the report(s) were not filed. Page 2 of 2 Quick Reference for Guardians with No Authority over the Estate of the Ward CC 16:2.7.4 Rev 03/16 American LegalNet, Inc. www.FormsWorkFlow.com