reasonable efforts, a list of all real estate, personal property, bank accounts, securities, and any other assets belonging to the Incapacitated Person with values stated as of the date of the guardian’s appointment. The Guardian’s Inventory should also include all debts, liabilities, and expenses of the Incapacitated Person. The assets which appear on the Inventory constitute the principal of the Incapacitated Person’s Estate. (Philadelphia Orphans’ Court Guardianship Handbook)
Invasion of PrincipalAny expenditure of principal of the person under guardianship above what is covered with the person under guardianship’s monthly income. All Invasion of Principal must be approved by the court.
Judicial AuthorityThe judicial authority is any judge who signs a guardianship order and/or presides over guardianship hearings and other matters.
JurisdictionThe court exercising authority over the original petition for guardianship is filed or any subsequent petition, including a petition to transfer the guardianship.
Limited GuardianshipA guardianship for a person whom the court finds to be partially incapacitated, wherein the guardian has only those powers consistent with the court’s findings of the person’s limitations. See 20 Pa.C.S. § 5512.1(b), (d).
Neglect“The failure to provide for oneself or the failure of a caretaker to provide goods or services essential to avoid a clear and serious threat to physical or mental health. An older adult who does not consent to the provision of protective services will not be found to be neglected solely on the grounds of environmental factors which are beyond the control of the older adult or the caretaker, such as inadequate housing, furnishings, income, clothing or medical care.” 35 P.S. § 10225.103.
Non-Professional or Family/Lay GuardianA guardian appointed to two or fewer guardianships at the same time. The guardian is related to, or a friend of, the person under guardianship.
Notice of FilingThe order appointing the guardian identifies the person or persons entitled to receive notice of the filing of the Inventory and/or annual reports. The guardian shall serve a Notice of Filing within ten (10) days after filing the Inventory and/or annual reports(s).