The annual Report of the Guardian of the Person updates the court on the physical address, health, and wellbeing of the IP, while the annual Report of the Guardian of the Estate updates the court on the location of the IP's assets, annual expenses, and income. You may be required to file one or both annual reports based on whether you were named the guardian of the person and/or estate.
The requirement to file an annual report cannot be waived by the court.
Upon submission of the annual report, the guardian is required to provide a Notice of Filing to co-guardians, attorneys, and all interested parties named in the court order. You shall serve the Notice of Filing within ten (10) days of filing a report using the form available at https://www.pacourts.us/forms/for-the-public/orphans-court-forms.
You are responsible for filing a Final Report of Guardian of the Person when certain situations arise, including when the IP dies, you are removed as guardian (voluntarily or involuntarily), or if the guardianship was terminated for any reason (restoration of rights, transfer out of state, etc.). The annual report form is used to file the final report and contains specific instructions on which sections to complete for a final report.
The final report can replace the requirement of filing an annual report if the final report is requested prior to the due date of the annual report. For example, if the guardianship was ended in June, and an annual report is due in December of the same year, the final report would replace the annual report due in December. If the annual report from the previous year has not yet been filed, it is still due in conjunction with a final report.
The requirement to file a final report of the person cannot be waived by the court.
If the annual report is filed with the court and an error is found during the court's review process, you may be required to file an amended report. An amended report allows a guardian to provide additional information or fix a mistake on a filed report. Once a report is filed with the court, the court cannot make corrections on the guardian's behalf, as the filed report is a legal document.
If the original report was filed via GTS, you can file the amended report in GTS, which will save you time. GTS will prefill the amended report with the information supplied on the original report, allowing you to simply update or correct the information. If the original report was filed on paper, you will need to create a new annual report on paper or in GTS to file.