Pennsylvania Guardian Handbook
Principal (Finances) (From GBB)The balance of funds or assets of the IP as of the date on which the guardian was appointed, or that are later acquired, that are not monthly income.
Principal (Guardianship Organization)The CEO/CFO/owner/boss of the organization.
Professional GuardianA person serving as guardian for three or more non-family members at the same time.
Protection from Abuse Order (PFA)A court order directing an abuser to cease abusing an individual and to take additional precautions to ensure the safety of that individual.
Prudent Investor RuleAn investment standard to follow when making investments on behalf of others. The intent is to proceed with caution to reduce risk and maintain a diversified portfolio to enhance performance.
Registered GTS UserA user of the Guardianship Tracking System that has created an account in GTS using their User Access Code provided by the court.
Report of Guardian of the EstateA report filed annually by the Guardian of the Estate that identifies all financial transactions that occurred for the incapacitated person during the previous year. A list of assets and current values are also included.
Report of Guardian of the PersonA report filed annually by the Guardian of the Person which describes the incapacitated person’s physical condition, living situation and any changes that have occurred since the last report.
Representative PayeeThe person, agency, or organization selected by a federal or state agency to receive government benefits on behalf of and for the benefit of the beneficiary entitled to such benefits.
Responsible AgentThe person identified as the representative of a guardianship agency on a case. The Responsible Agent is the person responsible for filing the guardianship reports on behalf of the guardianship agency.
Substituted JudgmentDecision-making guided by the expressed wishes of an individual prior to becoming incapacitated.