Appointment of Guardian and Required Reports

  • File a Petition for Guardianship with the Clerk of Orphans' Court. It is recommended the petitioner seek legal counsel for preparation of legal documents. See fee schedule for filing fees.
  • Orphans' Court appoints Guardian of the Person; Guardian of the Estate or Guardian of the Person and Estate by Final Decree.
  • Guardian is to file an Inventory of the Incapacitated Person's assets with the Clerk of the Orphans' Court within 90 days of the Final Decree.
  • Guardian files Annual Report of Person; Annual Report of Estate, or both with the Clerk of the Orphans' Court within one year of appointment.
  • Annual Reports of Person; Estate or both are required to be filed every year thereafter until the guardianship is no longer required or the incapacitated person has passed away.
  • Guardian is required to file a Final Report of Person/Estate when the incapacitated person passes away or the guardian is no longer necessary. Be sure to check the appropriate box on the form to indicate that this is a Final Report.