Guardianship and Conservatorship Reporting Requirements

Clerk's WebinarJune 20, 2014Guardianship and ConservatorshipReporting Requirements1Reasons for ChangeSimplify and organize reporting requirements.

Provide for one location for all guardians and conservators to find requirements.

Additional flexibility.

Ongoing court responsibility to monitor guardianship/conservatorship appointments.

Include detailed guardian reporting requirements.

Statutory ChangesGuardianshipI.C. 15-5-209 Powers and Duties of Guardian of Minor

I.C. 15-5-312 General Powers and Duties of Guardian

I.C. 66-405 Order in Protective Proceedings

ConservatorshipI.C. 15-5-418 Repealed

I.C. 15-5-419 Reporting Requirements for Conservators

I.C. 66-405 Order in Protective Proceedings

Significant Differences New and Old RequirementsNo requirement for notary.30 additional days after anniversary date to file reports.Requirement to disclose relationship between any creditor and conservator or person under conservatorship.

Detailed reporting content for guardians of minors and incapacitated adults.

Requirement to include contact information for both the guardian/conservator and the subject of the proceedings.

Idaho Court Administrative Rule (ICAR) 54.2 -Guardian ReportingA guardian must file a report:

30 days following the anniversary date of the appointment;

Annually thereafter;

When the guardian resigns or is removed; and 4. When guardianship is terminated unless court determines otherwise.Idaho Court Administrative Rule (ICAR) 54.2 - Guardian ReportingReport must be under oath or affirmation and shall contain:

Contact information;

Current condition of the person under guardianship;

Services provided to the person under guardianship;

4. Frequency of guardian visits;

5. Current treatment plan;

6. Recommendations for continued guardianship or changes in scope; and

7. Other relevant information.

Idaho Court Administrative Rule (ICAR) 54.3 - Conservator ReportsAll conservators must file an:Inventory within 90 days;

2. Accounting within 30 days of the anniversary date of the appointment;

3. Accounting annually thereafter;

4. An accounting with a petition for resignation or termination of the appointment;

5. A final accounting within 30 days of removal; and

6. As ordered by the court.

90 Day InventoryInventory must be under oath or affirmation and shall contain: Contact information for conservator and person under conservatorship;Description and fair market value of all assets;Description of all encumbrances/debts;Any other relevant information.AccountingAccounting must be under oath or affirmation and shall contain:Contact information for conservator and person under conservatorship;Description of everything of value received by the person under conservatorship;Listing of all payments;Listing of net assets of the estate;Any other relevant information.Standardized FormsGuardianshipAdult annual status report

NEW - Minor annual status report

ConservatorshipIMPROVED - 90 day inventoryIMPROVED - AccountingLarge estateSmall estate

ISTAR ChangesInitial Accounting Report- ConservatorDays 395 Radio Selection: Default at appointment: ConservatorInitial Status Report- GuardianDays 395 Radio Selection: Default at appointment: Guardian (as seen below)

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The user then would use the Move Up function to place the initial report functions just above the Annual report of the same type to keep these in sequential order for the users.

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Questions

ContactGuardianship and Conservatorship Manager

Nanci ThaemertPH: (208) 947-7458Email: nthaemert@idcourts.net