CHECKLIST FOR GUARDIANSHIP PROCEEDINGS 1. Forms: __________ Preliminary Decree __________ Citation with Notice __________ Final Order __________ Consent to Serve __________ Affidavit of Service __________ Notice of Retention/Non-Retention of Counsel by A.I.P. 2. Petition contains: a. All of the following are required as per 20 Pa. C.S.A. § 5511(e): __________ Name, age, residence, and P.O. address of A.I.P. __________ Names and addresses of spouse, parents and presumptive adult heirs of A.I.P. __________ Name and address of person or institution providing residential services to A.I.P. __________ Names and addresses of other services providers __________ Names and addresses of persons or entity whom petitioner seeks to have appointed guardian __________ Averment that proposed guardian has no interest adverse to A.I.P. __________ Reasons for seeking guardian __________ Description of functional limitations and physical and mental condition of A.I.P. __________ Steps taken to find LRA's (less restrictive alternatives) __________ Specific areas of incapacity for which guardian is to be assigned powers __________ Qualifications of proposed guardian __________ Gross value of estate and net income from all sources to the extent known (required if seeking a guardian of the estate) American LegalNet, Inc. www.USCourtForms.com b. Verification: (required) __________ c. __________ 3. By Petitioner, not counsel (O.C. Rule L.3.4A(2)) Attorney Information (O.C. Rule L.3.4A(1)) Petition, and any answer and reply must be endorsed with the name, address, zip code, telephone number, and identification number of the individual attorney representing the party filing the pleading. Citation with Notice (§ 5511(a); Pa. O.C. Rule 14.5) a. Form of Notice: (The following are all required) __________ Proposed notice is in large type and simple language __________ Notice states date, time, and place of hearing and rights of A.I.P., including right to counsel __________ Notice sets forth purpose and seriousness of hearing and that rights may be lost b. Service: (The following are all required) __________ Personal service __________ At least 20 days before hearing __________ By qualified person (include qualifications on affidavit) c. Additional Notice: (first two must be notified as matter of law [see § 5511 (a)]) __________ Next of kin or presumptive heirs (necessary) __________ Person/institution providing residential services (if any) __________ Others whom Court may direct, including other service providers ________ (as applicable) 4. Counsel for A.I.P. (Inform Judge at least 7 days before the hearing if no counsel has been retained by A.I.P.) __________ Requested _________________________________________ __________ Appointed _________________________________________ American LegalNet, Inc. www.USCourtForms.com 5. Venue (§ 5512) At least one of the first three; fourth necessary __________ A.I.P. is resident of County, or of long-term facility within the County __________ A.I.P. does not reside in County but is beneficiary of an estate or trust in the County __________ A.I.P. does not reside in County but has assets in County __________ No other guardian has been appointed 6. Proposed guardian (§ 5511(f)): At least one of first three; fourth necessary __________ Individuals _________________________________________ __________ Corporation _________________________________________ __________ Guardian Officer _____________________________________ __________ No adverse interest/adverse interest but no one else available (underline applicable alternative) American LegalNet, Inc. www.USCourtForms.com