A20:       Every year no later than 30 days after the anniversary of receiving Letters of guardianship or conservatorship, a guardian must complete and submit a report and accounting on forms ordered and by the appointing court.  The court will provide the guardian with the forms at the time of appointment and will send reminder 45 days before the report’s due date.  It is important for the guardian to keep a current mailing address with the county court in which the guardianship is filed. 

A21:       Required annual reporting forms are bundled into packets specific to the type of guardianship or conservatorship, and whether the protected person is for an adult or a minor:

1. Guardian with control of the ward's assets – use Packet A for adult wards; Packet MA for minors.
2. Guardian with a Court-Approved Budget – use Packet B  for adult wards; Packet MB for minors.
3. Conservator – use Packet C for both adults and minors.
4. Both guardian and conservator – use Packet D for adult wards; Packet MD for minors.
5. Guardian without control of the ward's assets – use Packet E for adult wards; Packet ME for minors.

The packets are intended to simplify the reporting process for guardians and conservators, and to provide the Court with the required information.  

A22:       Your responsibilities as guardian and/or conservator are specified on your Letters of Appointment.  Additional information regarding your financial responsibilities may be outlined on subsequent orders from the Court.  You can file a Petition for Instructions and/or Direction to obtain further clarification of your responsibilities.

A23:       If additional assets worth more than $500 are received during the year, you must file a Notice of Newly Discovered Assets form within 30 days.

A24:       If you fail to file any of the required reports on time, you will receive an Order to Show Cause.  This order will be require you to appear in court to explain why the report was not filed.

A25:       If you know that you will not get your annual reports in on time, let the Court know in writing.   Include the following information: 

• The name of your ward;
• The case number;
• Why you cannot get the reports in on time;
• When you will have the reports filed; and
• You name, address and phone number.

A26:       Yes. However, the annual reporting forms can be completed online and information saved to simplify the process next year. 

Some of the annual reporting requirements may be waived for good cause shown if the guardian petitions the Court.  The procedure for requesting a waiver is found in UCCR § 6-1445.01.