Guardianship

                       

Form

No.

GUARDIANSHIP COURT FORMS AND INSTRUCTIONS

FOR BENTON AND FRANKLIN COUNTIES

 

INSTRUCTIONS FOR FILING REPORTS

00

Instructions for Filing Guardianship Documents

00

Restricted Access Document Information

 

SEALED DOCUMENT COVERSHEETS

S1

Sealed Confidential Document Cover Sheet

S2

Sealed Confidential Information Form

S3

Sealed Confidential Form for Minor

 

 

 

PACKET 1:  (Guardian Appointment Process & Initial Activities)

 

FORMS FOR GUARDIAN APPOINTMENT PROCESS

01

Petition for Guardianship of Person and/or Estate

02

Notice of Guardianship Petition

03

Order Appointing Guardian ad Litem and Notice of Hearing

04

Guardian ad Litem’s Statement of Qualifications

05A

Verified Petition to Appoint Attorney for Alleged Incapacitated Person

05B

Findings and Order Appointing Attorney for Alleged Incapacitated Person

06

Medical/Psychological Report

07

Guardian ad Litem Report

07A

Guardian ad Litem Report Public Document Summary

08

Declaration of Proposed Guardian (certified)

09

Declaration of Proposed Guardian (non-certified)

10

Order Appointing Guardian of Person and/or Estate

10A

Order Appointing Successor Guardian

11

Declaration of Service

12

Notice of Loss of Voting Rights

 

 

 

FORMS FOR INITIAL GUARDIAN ACTIVITIES

20

Oath of Guardian

20A

Designation of Resident Agent

21

Guardianship Inventory

22

Initial Personal Care Plan

23

Designation of Standby Guardian

25

Notice of Right to Request Special Notice

27

Declaration of Guardian:  Assets Held in Financial Institutions

28

Notice Concerning Fiduciary Relationship and Instructions  (Link to IRS form)

1207 Form 56 (PDF) Notice Concerning Fiduciary Relationship (208.4K) PDF

33A

Petition for Approval of Budget, Disbursements & Initial Personal Care Plan

33B

Order Approving Budget, Disburse, & Initial Personal Care Plan

33C

Order Approving Personal Care Plan [  ]  Initial  [  ] Periodic

37

Receipt of Funds into Blocked Account

 

Guardianship Summary



 

PACKET 2:  Forms for Annual Reports

22A

Periodic Personal Care Plan

24

Cash Receipt Journal

29A

Guardian’s Report, Accounting, and Proposed Budget

29A1

Guardian’s Report, Acct Form #1 Gen Purpose for Non-Pro Guardians

29A2

Guardian’s Rpt, Acct Form #2 Short Form (Estates less than $80,000)

29A3

Guardian’s Rpt, Acct Form #3 Professional Guardians Guardian's Rpt, Acct Form #3 (Estate $80,000+)

29B

Order Approving Guardian Report, Acct, & Budget

30

Notice of Hearing and Declaration of Mailin

33C

Order Approving Personal Care Plan [ ] Initial [ ] Periodic

 

 

 

PACKET 3:  Forms for Sale of Personal and Real Property

53A

Petition for Sale of Property

53B

Order for Sale of Personal Property

54A

Petition for Order Authorizing Sale of Real Property

54B

Order Authorizing Sale of Real Property Subject to Court Confirmation

55A

Petition for Order Directing Sale of Real Property

55B

Order Directing Sale of Real Property

55D

Return on Sale of Real Property

56

Order Confirming Sale of Real Property

 

 

 

PACKET 4:  Forms for Closing a Guardianship

58A

Notice of Guardian’s Intent to Resign and Petition to Appoint Successor

60

Notice of Death of Incapacitated Person

60A

Order Setting Hearing on Petition to Settle Final Account

61A

Petition for Order Approving Guardian’s Activities and Final Report

61B

Order Approving Guardian’s Final Report

62A

Petition for Order Closing Guardianship and Discharging Guardian

62B

Order Closing Guardianship and Discharging Guardian

63A

Affidavit of Completion of Guardianship of Minor

63B

Notice of Filing of Affidavit of Completion

63C

Declaration of Mailing – Minor

 

 

 

PACKET 5:  Miscellaneous Guardian Forms

26

Request for Special Notice of Proceedings

32

Notice of Change of Address

34

Notice of Change of Circumstances

35

Receipt for Payment of Attorney’s Fees

36

Creditor’s Receipt

50A

Petition for Instructions

50B

Order on Petition for Instructions

51A

Petition for Order Extending Time

51B

Order on Petition for Extending Time

52A

Petition for Order Continuing Hearing

52B

Order for Continuing Hearing

57A

Petition and Declaration for Withdrawal from Blocked Financial Account

57B

Order for Withdrawal from Blocked Account


Order to Show Cause

 

Trust Court Forms

00

Instructions for Filing Trustee’s Report and Accounting

100

Order Approving Trust

101

Order Approving Trustee’s Report

102

Trustee’s Accounting & Proposed Budget

103

Order Appointing Independent Trust Counsel

104

Statement of Need and Projected Disbursements

105

Order Setting Hearing on Petition to Settle Final Trust Account

 

       
       
       

       
      Benton County    620 Market Street    Prosser, Washington 99350
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