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Petition For Order Approving Guardians Activities And Final Report Form. This is a Washington form and can be use in Spokane Local County.
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Tags: Petition For Order Approving Guardians Activities And Final Report, 61A, Washington Local County, Spokane
(Copy Receipt)
(Clerk’s Date Stamp)
SUPERIOR COURT OF
WASHINGTON
COUNTY OF SPOKANE
In the Guardianship of:
CASE NO. __________________________
__________________________________
PETITION FOR ORDER APPROVING
GUARDIAN’S ACTIVITIES AND
FINAL REPORT
PETITION AND FINAL REPORT
The Guardian petitions the Court for approval of this Final Report.
1. Guardianship History. The undersigned was appointed
the Person and/or
Full
Full
Limited Guardian of
Limited Guardian of the Estate on ________________. The
Guardian’s most recent report was approved on _______________, and it included all activities,
income and disbursements through the date of _________________.
2. Residence of Incapacitated Person: Throughout this report period, the Incapacitated
Person resided at
____________________________________________________________________ [facility
name & address], in the city or county of _____________________________.
3. Circumstances for Final Order.
A. If Final Order Due to Death of Incapacitated Person: The Incapacitated Person died on
_______________. The Incapacitated Person died
with OR
without a Will. (If there is a
#61A-PETITION FOR ORDER APPROVING GUARDIAN’S ACTIVITIES & FINAL
REPORT
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will, attach a copy.) The Guardian requests authority to transfer the remaining Guardianship
estate assets to the duly appointed or confirmed Personal Representative of the Estate, upon
receipt of a Notice of Appointment and Pendency of Probate or properly executed Affidavit of
Successor.
B. If Final Order Due to Determination of Capacity:
On ___________________, (date) the Court determined that the incapacity had terminated and
that there was now capacity to manage the personal care and administration of assets. I was
directed to transfer all Guardianship assets to the (formerly) Incapacitated Person.
C. If Final Order Due to Removal of Guardian:
On ___________________, (date) the Court removed the Guardian herein. The Guardian
requested authority to transfer the assets to the duly appointed Successor Guardian upon the
issuance of letters of Guardianship to said Successor.
4. Care Plan. A report setting forth the medical, mental, and social information for the
Incapacitated Person and describing the Guardian’s activities from the conclusion of the last
reporting period date: ________________ until the
restoration of capacity OR
death of
above-named Incapacitated Person is attached hereto.
5. Current Inventory. A listing of all of the assets of the Incapacitated Person’s estate as of
the date of the last reporting period: __________________ and of this date and their values on
each date is attached hereto.
6. Income and Disbursement. A summary listing by categories of all income and
disbursements from the conclusion of the last reporting period to this date is attached hereto.
7. Liabilities. The Guardian requests approval to pay the following outstanding liabilities from
the Guardianship estate.
Guardian’s Fees and Costs
Attorney’s Fees and Costs
Other:
Other:
Other:
Total Payments to be Authorized:
$
$
$
$
$
$
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8. Bond, Blocked Accounts and Other Court-Ordered Protection. At the date of termination
of the Guardianship, there was $_____________ in unblocked accounts and $_____________ in
blocked financial accounts. The Guardianship bond issued by __________________________
identified by bond number ________________, in the amount of $________________ (enter $0,
if there was no bond in effect) should be exonerated upon the filing of a receipt by the Personal
Representative or Successor Guardian of Incapacitated Person.
9. Final Tax Return. There was income for which a tax return
is OR
is not required.
The Guardian recommends that the final tax return and tax obligations be handled as follows:
____________________________________________________________________________.
WHEREFORE, the Guardian requests an order:
1. Approving the Guardian’s Final Report and Accounting and the actions of the Guardian;
2. Closing the Guardianship case, discharging the Guardian and exonerating the bond of the
Guardian, upon the filing of a request for receipt of assets by the Personal Representative,
Successor Guardian or previously Incapacitated Person;
3. Authorizing the Guardian to transfer the remaining assets in the Guardianship estate to the
duly appointed or confirmed Personal Representative, Successor Guardian or previously
Incapacitated Person, upon receipt of the notification of appointment and pendency of probate
or properly executed affidavit of successor.
I certify (or declare) under penalty of perjury under the laws of the State of Washington
that to the best of my knowledge the statements above are true and correct.
SIGNED AT _____________, WASHINGTON THIS _____ DAY OF ______________, 20___.
Signature of Guardian/Attorney
Printed Name of Guardian/Attorney,
WSBA/CPG#
Address
City, State, Zip Code
*Telephone/Fax Number
Email Address
#61A-PETITION FOR ORDER APPROVING GUARDIAN’S ACTIVITIES & FINAL
REPORT
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*Under GR 22 (b) (6), parties’ personal telephone number(s) are confidential information.
If you do not want your personal phone number(s) on this public form, complete form #S2Sealed Confidential Information and file in the confidential file.
#61A-PETITION FOR ORDER APPROVING GUARDIAN’S ACTIVITIES & FINAL
REPORT
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Revised 3/07
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