Outline
The Oregon Annual Report Guardian form serves as a vital document for guardians overseeing the well-being of protected adults or minors. This form must be completed annually and submitted to the Circuit Court of Oregon, specifically within the Probate Department. It requires detailed information about the guardians, including their names, contact details, and the current living situation of the protected person. Guardians must report on the physical and mental conditions of the individual in their care, as well as any significant decisions made on their behalf over the past year. Additionally, the form prompts guardians to outline the services and programs the protected person is engaged in, along with any financial transactions related to their care. It is essential to note that each guardian must sign the report, and a separate report is required for each protected individual. This comprehensive approach ensures that the court is informed about the status and needs of the protected person, facilitating ongoing oversight and support.
Sample - Oregon Annual Report Guardian Form
IN THE CIRCUIT COURT OF THE STATE OF OREGON
FOR THE COUNTY OF CLACKAMAS
Probate Department
In the Matter of the Guardianship of |
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Case No. P__________________ |
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ANNUAL REPORT OF GUARDIAN |
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FOR PERIOD ENDING: |
(Enter name of Protected Adult or Minor) |
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(End date) |
Birth Date of Protected Person: _______________
(Note on completing form: Please answer each question every year; add additional sheets if necessary. Do not leave any blanks, and do not duplicate completed form from prior years.)
I/we are the guardian(s) for the person named above and make the following report as required by ORS 125.325. (Note: a separate report must be filed for each protected person.)
1.Name(s) of all guardians: (Note: all guardians must sign report.)
_________________________________________
_________________________________________
2.Contact information for each guardian:
Name: ________________________ Phone: _______________ Email: ____________________
Address: ______________________________________________________________________
Name: ________________________ Phone: _______________ Email: ____________________
Address: ______________________________________________________________________
3.The name (if applicable) and address of the place where the protected person now resides is:
______________________________________________________________________________
______________________________________________________________________________
4.The protected person is currently residing at the following type of facility or residence:
______________________________________________________________________________
______________________________________________________________________________
5.The name of the individual primarily responsible for the care of the protected person at the protected person=s place of residence is:
______________________________________________________________________________
PAGE 1 OF 4 - ANNUAL REPORT OF GUARDIAN (Updated June 1, 2010)
6.The name and address of any hospital or other institution where protected person is now admitted or has been admitted (on a temporary or permanent basis) is:
______________________________________________________________________________
______________________________________________________________________________
7.Please describe the protected person’s physical condition:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
8.Please describe the protected person’s mental condition:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
9.Please describe the contacts you made with the protected person during the past year:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
10.Please describe major decisions made on the protected person's behalf during the past year:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
11.The protected person is currently engaged in the following programs and activities and receiving the following services (brief description):
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
12.Since my last report, I have delegated the following powers over the protected person for the following periods of time:
Name of Person: |
__________________________________________________________ |
Powers delegated: |
__________________________________________________________ |
Period(s) of time: |
__________________________________________________________ |
PAGE 2 OF 4 - ANNUAL REPORT OF GUARDIAN (Updated June 1, 2010)
13.I was paid for providing the following items of lodging, food or other services to the protected person: _______________________________________________________________________
______________________________________________________________________________
14. |
Should the guardianship continue? (Circle one) YES NO Describe why, or why not: |
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______________________________________________________________________________ |
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______________________________________________________________________________ |
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______________________________________________________________________________ |
15.At the time of my last report, I held the following amount of money on behalf of the protected person: $__________________
Since my last report, I received the following amount of money on behalf of the person:
$__________________. The source of this money was _________________________________
I spent the following amount of money on behalf of the person: |
$__________________ |
I now hold the following amount of money on behalf of the person: |
$__________________ |
16.I HEREBY CERTIFY THAT SINCE MY LAST REPORT:
A.I have been convicted of the following crimes (not including traffic infractions):
(If none, so state) _________________________________________________________
B.I have filed for or received protection from creditors under the Federal Bankruptcy code: No _______ If Yes, Bankruptcy Case No. and brief explanation:
________________________________________________________________________
C.I have had a professional or occupational license revoked or suspended:
No ___ If Yes, explain: ____________________________________________________
D.I have had my driver=s license revoked or suspended:
No ___ If Yes, explain: ____________________________________________________
I HEREBY CERTIFY THAT A TRUE COPY OF THIS REPORT HAS BEEN GIVEN OR MAILED TO THE PROTECTED PERSON OR MINOR (IF 14 YEARS OF AGE OR OLDER).
I FURTHER CERTIFY THAT A TRUE COPY OF THIS REPORT HAS BEEN GIVEN TO ANY CONSERVATOR FOR THE PERSON AND TO ALL INDIVIDUALS WHO ARE ENTITLED TO NOTICE, OR WHO HAVE REQUESTED NOTICE, AS FOLLOWS:
PERSON |
By Personal Service or by Mail at: |
Date served/mailed |
_______________________________ |
___________________________ |
_______________ |
_______________________________ |
___________________________ |
_______________ |
_______________________________ |
___________________________ |
_______________ |
PAGE 3 OF 4 - ANNUAL REPORT OF GUARDIAN (Updated June 1, 2010)
I hereby declare that the above report is true to the best of my knowledge and belief, and that I understand it is made for use as evidence in court and is subject to penalty for perjury.
DATED: __________________ |
__________________________________________________ |
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SIGNATURE OF GUARDIAN |
I hereby declare that the above report is true to the best of my knowledge and belief, and that I understand it is made for use as evidence in court and is subject to penalty for perjury.
DATED: __________________ |
__________________________________________________ |
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SIGNATURE OF |
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APPROVED this _______ day of _________________, 20___.
__________________________________________________
_____Judge of the Circuit Court
_____Probate Coordinator
PAGE 4 OF 4 - ANNUAL REPORT OF GUARDIAN (Updated June 1, 2010)
Form Information
| Fact Name | Details |
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| Governing Law | The Oregon Annual Report Guardian form is governed by ORS 125.325. |
| Required Frequency | Guardians must complete and submit this report annually for each protected person. |
| Information Needed | The report requires detailed information about the protected person's physical and mental condition, living arrangements, and any major decisions made. |
| Signature Requirement | All guardians listed on the report must sign it to validate the information provided. |
| Filing for Multiple Persons | A separate report must be filed for each protected person under guardianship. |
Detailed Guide for Filling Out Oregon Annual Report Guardian
Completing the Oregon Annual Report Guardian form is an important step in ensuring that the needs of the protected person are met and documented. This report must be filled out annually, providing updates on the protected person's living situation, health, and any decisions made on their behalf. Below are the steps to guide you through the process of filling out the form accurately.
- Begin by entering the name of the protected adult or minor at the top of the form.
- Write the end date for the reporting period.
- Fill in the birth date of the protected person.
- List the names of all guardians who are responsible for the protected person. Ensure all guardians will sign the report.
- Provide contact information for each guardian, including name, phone number, email, and address.
- Indicate the current residence of the protected person, including the name and address of the facility or residence.
- Specify the type of facility or residence where the protected person is living.
- Identify the individual primarily responsible for the care of the protected person at their residence.
- List any hospital or institution where the protected person has been admitted, whether temporarily or permanently.
- Describe the physical condition of the protected person.
- Describe the mental condition of the protected person.
- Detail the contacts made with the protected person over the past year.
- Summarize major decisions made on behalf of the protected person during the past year.
- Outline the programs and activities the protected person is currently engaged in and the services they are receiving.
- Document any powers that have been delegated over the protected person, including the name of the person, the powers delegated, and the time periods involved.
- Record any payments made for lodging, food, or other services provided to the protected person.
- Decide whether the guardianship should continue. Circle “YES” or “NO” and provide a brief explanation.
- Report the financial status of the protected person, including amounts of money held, received, and spent since the last report.
- Certify any convictions, bankruptcy filings, or license suspensions since the last report. Provide explanations as necessary.
- Confirm that a true copy of the report has been given or mailed to the protected person and any conservators or individuals entitled to notice.
- Sign and date the report, ensuring that both the guardian and co-guardian (if applicable) have signed.
Once the form is completed, make sure to review it for accuracy and completeness before submitting it to the appropriate court. Keeping a copy for your records is also advisable. This process ensures compliance with legal requirements and helps maintain the well-being of the protected individual.
Obtain Answers on Oregon Annual Report Guardian
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What is the purpose of the Oregon Annual Report Guardian form?
The Oregon Annual Report Guardian form is a legal document that guardians must complete and submit to the court. It provides an overview of the care and well-being of the protected person, whether an adult or a minor. This report ensures that the court is informed about the protected person’s living situation, physical and mental health, and any major decisions made on their behalf. It also helps to maintain transparency and accountability for the guardian's actions.
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Who is required to file this report?
All guardians appointed by the court must file an Annual Report Guardian form for each protected person under their care. This includes both individual guardians and co-guardians. Each guardian must sign the report, ensuring that all parties are aware of the information being submitted. It is crucial to complete this report accurately and on time to comply with legal obligations.
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What information must be included in the report?
The report requires various details about the protected person and the guardian(s). Key information includes:
- Name and contact information of all guardians
- Current residence of the protected person
- Description of the protected person’s physical and mental condition
- Summary of major decisions made on their behalf
- Financial details, including money held and spent for the protected person
Guardians must answer each question thoroughly and cannot leave any blanks. If necessary, additional sheets may be added.
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What happens if the guardianship should continue or be terminated?
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What are the consequences of not filing the report?
Failing to file the Annual Report Guardian form can have serious consequences. It may result in legal penalties for the guardian, including potential removal from their role. Additionally, the court may take action to protect the interests of the protected person if it appears that their needs are not being met. Timely and accurate reporting is essential to maintain the guardianship and ensure the protected person's welfare.
Common mistakes
Filling out the Oregon Annual Report Guardian form can be a straightforward process, but several common mistakes can lead to complications. One frequent error is leaving blank spaces in the report. Each section requires a response, even if it means stating that the information is not applicable. Failing to answer every question can delay the processing of the report and may raise questions about the guardian's diligence.
Another common mistake involves the signatures of all guardians. The form clearly states that all guardians must sign the report. If one guardian neglects to sign, the report may be deemed incomplete. This oversight can lead to unnecessary delays and additional paperwork, which can be avoided with careful attention to detail.
Providing incorrect or outdated contact information is also a significant issue. Each guardian must ensure that their phone numbers, email addresses, and physical addresses are current. If the court cannot reach the guardians, it may hinder communication regarding the protected person’s status or any legal matters that arise.
Additionally, failing to describe the protected person's condition accurately can create misunderstandings. The report requires detailed descriptions of both physical and mental health. Vague or incomplete answers may not provide the court with a clear picture of the protected person's needs, potentially affecting their care and support.
Another mistake involves not documenting major decisions made on behalf of the protected person. This section is critical, as it reflects the guardian's involvement and decision-making process throughout the year. Omitting this information can lead to questions about the guardian's actions and responsibilities.
Lastly, guardians sometimes forget to certify the accuracy of the report and provide copies to the necessary parties. This certification is essential for legal accountability. Ensuring that copies are distributed to the protected person and any relevant conservators is crucial for compliance with the law and maintaining transparency.
Documents used along the form
When managing a guardianship in Oregon, several documents complement the Oregon Annual Report Guardian form. Each document plays a vital role in ensuring that the guardianship process is transparent and that the best interests of the protected person are upheld. Below is a list of essential forms and documents that are often used alongside the Annual Report.
- Guardianship Petition: This document initiates the guardianship process. It outlines the reasons for seeking guardianship and provides necessary information about the protected person and the proposed guardian.
- Order Appointing Guardian: After the court reviews the guardianship petition, this order officially appoints the guardian. It details the powers granted to the guardian and the responsibilities they must uphold.
- Notice of Hearing: This document informs interested parties about the upcoming court hearing regarding the guardianship. It ensures that all relevant individuals have the opportunity to attend and voice their opinions.
- Guardian's Bond: In some cases, the court may require the guardian to post a bond. This bond serves as a financial guarantee that the guardian will act in the best interests of the protected person and manage their assets responsibly.
- Inventory of Assets: This form lists all assets owned by the protected person at the time the guardianship begins. It provides a clear picture of the financial situation and helps in ongoing financial management.
- Annual Accounting: This document details all financial transactions made on behalf of the protected person during the year. It ensures transparency and accountability in the guardian's financial dealings.
- Medical Reports: These reports provide updates on the health status of the protected person. They are crucial for understanding the ongoing care needs and making informed decisions.
- Consent Forms: These forms may be required for medical treatments or other significant decisions. They ensure that the guardian has the authority to act on behalf of the protected person in various situations.
Understanding these documents is essential for effective guardianship management. Each plays a specific role in ensuring that the rights and needs of the protected person are prioritized and safeguarded throughout the guardianship process.
Similar forms
- Annual Report of Conservator: Similar to the Guardian form, this report details the financial management and care decisions made on behalf of an individual under conservatorship. It requires updates on the protected person’s condition and any significant decisions made throughout the year.
- Annual Report of Trustee: This document outlines the management of a trust, including financial transactions and the well-being of beneficiaries. Like the Guardian form, it emphasizes accountability and transparency in decision-making.
- Care Plan for a Protected Person: This plan provides a detailed overview of the care and services being provided to a protected individual. It shares similarities with the Guardian form in that it addresses the needs and conditions of the individual under guardianship.
- Report of Change in Circumstances: This report is filed when there are significant changes in the status of a protected person. It parallels the Guardian form by requiring updates on health, living conditions, and care arrangements.
- Annual Financial Report for Guardianships: This document focuses on the financial aspects of guardianship, including income, expenses, and any changes in the financial status of the protected person. It aligns with the Guardian form by ensuring financial accountability.
- Petition for Modification of Guardianship: This petition is filed when changes to the guardianship arrangement are necessary. It shares the Guardian form's focus on the well-being of the protected person and requires justification for any proposed changes.
Dos and Don'ts
When filling out the Oregon Annual Report Guardian form, consider the following guidelines:
- Do answer every question completely. Leaving blanks can lead to delays or complications.
- Do provide accurate contact information for all guardians. This ensures proper communication.
- Don't duplicate information from previous reports. Each report should reflect the current status of the protected person.
- Don't forget to sign the report. All guardians must sign for the report to be valid.
Misconceptions
Understanding the Oregon Annual Report Guardian form can be challenging, and several misconceptions often arise. Here are seven common misunderstandings, along with clarifications to help you navigate the process more easily.
- It’s optional to file the report. Many believe that submitting the annual report is optional. In reality, guardians are required to file this report every year to keep the court informed about the protected person’s well-being.
- Only one report is needed for multiple protected persons. Some think they can file a single report for multiple individuals. However, a separate report must be filed for each protected person under guardianship.
- The report is just a formality. While it may seem like a routine task, the report serves a crucial purpose. It provides the court with important updates on the protected person's condition and the guardian's actions.
- Guardians can skip questions if they don’t have information. It’s a common belief that leaving questions blank is acceptable. However, every question must be answered to ensure the report is complete and informative.
- Filing late is not a big deal. Some guardians think that submitting the report after the deadline won’t have serious consequences. Late filings can lead to legal issues and may affect the guardianship status.
- Only financial information needs to be reported. Many assume that the report focuses solely on finances. In truth, it encompasses various aspects, including the protected person’s physical and mental condition, living arrangements, and care decisions.
- Guardians don’t need to inform the protected person about the report. Some guardians believe they can keep the report private. However, a true copy of the report must be provided to the protected person if they are 14 years of age or older.
By understanding these misconceptions, guardians can better fulfill their responsibilities and ensure the well-being of those they protect.
Key takeaways
Filling out the Oregon Annual Report Guardian form is a crucial responsibility for guardians. This document ensures that the well-being of the protected person is monitored and reported to the court. Here are some key takeaways to keep in mind:
- Accuracy is Key: Each question must be answered thoroughly. Leaving blanks or duplicating previous reports can lead to complications. Always provide updated information about the protected person’s condition and circumstances.
- Multiple Guardians: If there are multiple guardians, all must sign the report. This emphasizes the shared responsibility and ensures that everyone is informed about the protected person's status.
- Detailed Descriptions: The form requires detailed descriptions of the protected person’s physical and mental condition, as well as any major decisions made on their behalf. This information is vital for the court's understanding of the situation.
- Financial Accountability: Guardians must report on any financial transactions involving the protected person. This includes money received, spent, and any funds currently held. Transparency in financial matters is essential.
- Continued Guardianship: The report includes a section on whether the guardianship should continue. Providing a clear rationale for your answer helps the court assess the ongoing need for guardianship.
By adhering to these guidelines, guardians can fulfill their obligations effectively, ensuring the protected person receives the care and oversight they deserve.