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Examiners Report On Guardians Initial Report Form. This is a New York form and can be use in Appellate Division Appellate Courts.
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Tags: Examiners Report On Guardians Initial Report, New York Appellate Courts, Appellate Division
EXAMINER'S REPORT
ON GUARDIAN'S INITIAL REPORT
(MHL §§81.30,81.32 [a] [1])
Name and address of Incapacitated Person:
City:
State:
Zip:
Name and address of Guardian:
City:
State:
Zip:
Index No.:
Name of Judge or Justice Appointing Guardian:
Date of Order/Judgment Appointing Guardian:
Date of Guardian's Initial Report:
Present Value of Estate:
I.
Was proof of completion of guardian education requirements under MHL § 81.39
filed with initial report?
Yes
No
I - PROPERTY MANAGEMENT *
2.
Does report contain an inventory of the property and financial resources over which
the guardian has control?
Yes
No
3.
Does report indicate the location of any will executed by the incapacitated person?
Yes
4.
Does report set forth the guardian's plan, consistent with the court's order, for
management of the property and financial resources of the incapacitated person?
Yes
5.
No
No
Does report indicate any need for any change in the power authorized by the Court with
respect to property management?
Yes
No
If so, explain briefly.
*Complete only if guardian has been granted power s with respect to property management.
REVISED 3/98
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II -PERSONAL NEEDS *
6.
Does report contain a report of the guardian's personal visits with the incapacitated
person? Yes
No
7.
Does report set forth the steps the guardian has taken, consistent with the court's order, to
provide for the personal needs of the incapacitated person?
Yes
8.
No
Does report set forth the guardian's plan, consistent with the court's order, for providing
for the personal needs of the incapacitated person, including the information set forth in
MHL § 81.30 (c) (1-4)?
Yes
No
9.
Does report attach a copy of any directive pursuant to Public Health Law § 2965 (Do Not
Resuscitate Order) or PHL § 2981 (Health Care Proxy), any living will, or any other
advance directive?
Yes
No
If so, explain briefly.
10.
Does report indicate any need for any changes in the powers authorized by the court with
respect to personal needs? Yes
No
If so, explain briefly.
*Complete only if guardian has been granted powers regarding personal needs.
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III - APPLICATION FOR CHANGE IN POWERS
If report indicates any reasons for a change in the powers authorized by the court, has
guardian made application within 10 ten days of filing of report as required by MHL § 81.3 0
(d)? If application has not been made, please explain briefly.
Yes
No
Date of this Report
(your signature)
City:
State:
Zip:
(your name and address)
EXAMINERS' COMPENSATION IS FIXED AT $75 WHICH SHALL BE ORDERED
PAID BY THE ESTATE IN ESTATES OF $5000 OR MORE. IN ESTATES OF LESS
THAN $5000, EXAMINER SHALL SUBMIT STANDARD STATE VOUCHER (see 22
NYCRR 806.17 [c]).
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