Pennsylvania Guardian Handbook
Maintain records and/or receipts of any financial transactions.
Go to https://ujsportal.pacourts.us/ and create an account to gain access to the Guardianship Tracking System (GTS). GTS allows the guardian to view their case(s) and file the reports required by the court.
You are required to file the Guardian's Inventory for an Incapacitated Person within 90 days of being appointed guardian.
You are required to file an Annual Report of Guardian of the Estate every year. The report is due on the anniversary of the date you were appointed guardian.
To prepare for the filing of the report, maintain detailed records of income and expenses that include receipts and statements from banks/investments. Keep a copy for your records.
A final report must be filed within 60 days of the person with a guardian's death, when you can no longer serve as guardian, when you are removed as guardian by the court, or when the person with a guardian regains capacity. Only the court can remove you as guardian or end a guardianship through a court order.
Guardian duties cease at time of the person with a guardian's death. The court, Social Security Administration, Department of Human Services, Veterans Administration and other sources of income, benefits and pensions must be informed of the person with a guardian's death.
GUARDIAN OF THE PERSON
Provide your name and contact information to all health care providers, clergy, family, friends, neighbors, social workers, caregivers, and others who are regularly in contact with the person with a guardian.
Provide the court order appointing you guardian to all health care providers including hospitals, rehabilitation facilities, nursing homes, residential facilities, etc.
Visit the person with a guardian on a regular basis to make sure they are being cared for properly. Keep a log of dates and time spent during your visits.
Obtain all medical insurance information, including Medicare, supplemental insurance, Medicare Part D, Medicare Advantage plans, etc. Review these health care plans annually (be aware of open enrollment time frames) and/or as needed.
For those receiving medical assistance benefits (Medicaid) or long-term care benefits, annual renewal is required. Renewal forms indicating due dates for completion, as well as documentation needed, will be sent to you in the mail.
Locate the person with a guardian's completed advance directives, if any (for example, a health care directive, living will, Do Not Resuscitate document (DNR), or POLST). Such directives will guide health care decision-making.
Request copies of medical records and pertinent information from service providers as needed.
Initiate and maintain communication with health care and mental health