Annual Report Of Guardian On Condition Of Legally Incapacitated Individual

There are all sorts of forms executors, beneficiaries, and probate court clerks have to fill out and correspond with during probate and estate settlement, including affidavits, letters, petitions, summons, orders, and notices.

Annual Report Of Guardian On Condition Of Legally Incapacitated Individual is a commonly used form within Michigan. Here’s an overview of what the form is and means, including a breakdown of the situations when (or why) you may need to use it:

Atticus Fast Facts About Annual Report Of Guardian On Condition Of Legally Incapacitated Individual

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Annual Report Of Guardian On Condition Of Legally Incapacitated Individual:

• This form pertains to the State of Michigan

• The relevant probate statute or Michigan laws related to this form include: MCL 700.5314, MCL 700.5317, MCR 5.409(A)

Government forms are not typically updated often, though when they are, it often happens rather quietly. While Atticus works hard to keep this information about Michigan’s Form PC 634 - Annual Report Of Guardian On Condition Of Legally Incapacitated Individual up to date, certain details can change from time-to-time with little or no communication.

Step 1 - Download the correct Michigan form based on the name and ID if applicable

Double check that you have both the correct form name and the correct form ID. Some Michigan probate forms can look remarkably similar, so it’s best to double, even triple-check that you’re using the right one! Keep in mind that not all States have a standardized Form ID system for their probate forms.

Step 2 - Complete the Document

Fill out all relevant fields in Form PC 634, take a break, and then review. Probate and estate settlement processes in MI are long enough to begin with, and making a silly error can push your timeline even farther back. No thank you!

Note: If you don’t currently know all of the answers and are accessing Form PC 634 online, be sure to avoid closing the browser tab and potentially losing all your progress (or use a platform like Atticus to help avoid making mistakes).

Step 3 - Have Form PC 634 witnessed or notarized (if required)

Some States and situations require particular forms to be notarized. If you have been instructed to get the document notarized or see it in writing on the document, then make sure to hire a local notary. There are max notary fees in the United States that are defined and set by local law. Take a look at our full guide to notary fees to make sure you aren’t overpaying or getting ripped off.

Step 4 - Submit Annual Report Of Guardian On Condition Of Legally Incapacitated Individual to the relevant office

This is most often the local probate court where the decedent (person who passed away) is domiciled (permanently resides) or the institution involved with this particular form (e.g. a bank). Some offices allow you to submit forms online, other’s don’t, and we while we generally recommend going in-person to expedite the process, sometimes that simply isn’t an option.

It’s also a generally good idea to establish a positive working relationship with any probate clerk (unfortunately there’s enough people & process out there making things more difficult and unnecessarily confusing for them), so a best practice is to simply ask the probate clerk proactively exactly how and where they’d prefer you to submit all forms.

Need help getting in touch with a local probate court or identifying a domicile probate jurisdiction?

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Different probate forms or processes can require different deadlines or response times for completing the appropriate form.

While some steps in the process are bound to specific deadlines (like petitioning for probate, having to submit an inventory of assets, or filing applicable notices to creditors and beneficiaries), many probate forms or processes are not tied to a specific deadline since the scope of work can vary based on situational factors or requirements involved.

Either way, there are a bunch of practical reasons why personal representatives should work to complete each step as thoroughly and quickly as possible when completing probate in Michigan.

5 reasons you should submit PC 634 as quickly as possible:

1. The sooner you begin, the faster Michigan can allow heirs and beneficiaries to get their share of assets subject to probate. Acting promptly can also decrease the costs & overall mental fatigue through an otherwise burdensome process.
   
   Helpful Context: What’s the Difference Between Probate and Non-Probate Assets?

2. In general, creditors of an estate usually have around 3-6 months from the time you file notice to creditors to file any claims for debt against the deceased’s assets. If they don’t, then that debt is forfeited (and more importantly, the executor won’t be held personally responsible). So doing this sooner means you have a better idea of who is owed what and ensures you won’t get a surprise collector months later.

3. Not filing a will within 30 days (on average) could mean that the probate process proceeds according to intestate laws (laws that govern what happens to someone's stuff without a will) or is subject to unnecessary supervision by the probate court. And if you aren't directly related to the deceased (a.k.a. next of kin), this could also mean you lose your inheritance.

4. It’s important to file any necessary state tax returns on behalf of the deceased or estate by the following tax season in Michigan. If you don’t, you could owe penalties and interest. This also includes any necessary federal tax returns such as Forms 1040, 1041, or even a Form 706 estate tax return.

5. If a house in the State of Michigan is left empty (or abandoned) for a while, insurance can get dicey. For example, if the house burns down and no one has been there for a year, an insurance company may get out of paying your claim.

If you’re not using Atticus to get specific forms, deadlines, and timelines for Michigan probate, then try and stay as organized as possible, pay close attention to the dates mentioned in any correspondence you have with the State’s government officials, call the local Michigan probate clerk or court for exact answers regarding Form PC 634, and when in doubt— consult a qualified trust & estates lawyer for that area.

Annual Report Of Guardian On Condition Of Legally Incapacitated Individual is one of the many probate court forms available for download through Atticus.

It may also be available through some Michigan probate court sites, such as . In order to access the latest version, be updated with any revisions, and get full instructions on how to complete each form, check out the Atticus Probate & Estate Settlement software or consider hiring a qualified legal expert locally within Michigan.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form PC 634 - Annual Report Of Guardian On Condition Of Legally Incapacitated Individual f using any other site or resource in order to avoid having to re-complete the form process and/or make another trip to the Michigan probate court office.

Annual Report Of Guardian On Condition Of Legally Incapacitated Individual is a .pdf, so opening it should be as simple as clicking “View Form” from within the Atticus app or by clicking the appropriate link found on any Michigan-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

Here’s the text, verbatim, that is found on Michigan Form PC 634 - Annual Report Of Guardian On Condition Of Legally Incapacitated Individual. You can use this to get an idea of the context of the form and what type of information is needed.

JIS Code: AGW Approved, SCAO Form PC 634, Rev. 10/20 MCL 700.5314, MCL 700.5317, MCR 5.409(A) Page 1 of 4 STATE OF MICHIGAN PROBATE COURT COUNTY ANNUAL REPORT OF GUARDIAN ON CONDITION OF LEGALLY INCAPACITATED INDIVIDUAL FINAL REPORT CASE NO. and JUDGE Court address Court telephone no. NOTE: This report must be completed yearly by the guardian, or more often if directed by the court. The guardian must serve the completed report on the ward and all interested persons as required by Michigan Court Rules 5.105 and 5.125. Then the guardian must complete a proof of service (form PC 564) and file it and this report with the court. In the matter of First, middle, and last name of legally incapacitated individual 1. I, Name (type or print) , am the guardian of the adult named above and my annual report for the period of Date to Date is as follows. 2. Present age of the adult: 3. Living Arrangement a. The current address and telephone number of the adult are: b. The name of the facility where the adult resides, if any: Check here if this is a new address c. The adult's residence is: own home/apartment guardian's home/apartment other: (boarding home, assisted living, etc.) nursing home hospital or medical facility foster home relative's home: Relationship d. The adult has been in the present residence since Date . If moved within the past year, state the changes and the reasons for change. e. I rate the adult's living arrangement as excellent. average. below average. Explain f. I believe the adult is content with the living situation. unhappy with the living situation. g. I recommend a more suitable living arrangement for the adult as follows: Annual Report of Guardian on Condition of Legally Incapacitated Individual (10/20) Page 2 of 4 Case No. 4. Physical Health a. The adult's current physical condition is excellent. good. fair. poor. b. During the past year the adult's physical condition has remained about the same. improved. Explain worsened. Explain c. During the past year the adult received the following medical treatment (include check-ups and dental work): Date Ailment Type of Treatment Doctor’s Name 5. Do-Not-Resuscitate Order a. I did not execute, reaffirm, or revoke a do-not-resuscitate order. b. I executed reaffirmed revoked a do-not-resuscitate order for the adult under MCL 700.5314(d). In doing so, I did did not consult with the adult and his/her attending physician. 6. Physician Orders for Scope of Treatment (POST) Form a. I did not execute, reaffirm, or revoke a POST form. b. I executed reaffirmed revoked a POST form for the adult under MCL 700.5314(g). In doing so, I did did not consult with the adult and his/her attending physician. 7. Nonopioid Directive a. I did not execute, reaffirm, or revoke a nonopioid directive. b. I executed reaffirmed revoked a nonopioid directive for the adult under MCL 700.5314(f). 8. Mental Health a. The adult's current mental condition is excellent. good. fair. poor. b. During the past year, the adult's mental condition has remained about the same. improved. Explain worsened. Explain c. During the past year the adult received the following mental health treatment: Date Ailment Type of Treatment Doctor’s Name Annual Report of Guardian on Condition of Legally Incapacitated Individual (10/20) Page 3 of 4 Case No. 9. Social Activities/Services a. The adult’s current social condition is excellent. good. fair. poor. b. During the past year, the adult’s social condition has remained about the same. improved. Explain worsened. Explain c. During the past year, the adult has participated in the following activities: recreational educational social occupational No activities were available. The adult refused to participate in any activities. The adult was unable to participate in any activities. 10. List of Visits a. During the past year, I visited the adult as follows: List dates b. The average amount of time I spent on each visit was . c. The last time I visited with the adult was on Date . 11. Activities During the past year, I performed the following activities on behalf of the adult: 12. Consultation During the past year, I consulted with the adult before making the following decisions: 13. I believe the adult has the following unmet needs: 14. The guardianship should should not be continued because: Note: If you no longer wish to serve as guardian, you must file a petition to remove yourself. Annual Report of Guardian on Condition of Legally Incapacitated Individual (10/20) Page 4 of 4 Case No. 15. There is is not more cash or property than what was previously reported to the court. If there is, specify the additional amount: $ . 16. As guardian, I have been ordered by the court to file an annual account, which is attached. Date Date Signature of guardian Signature of co-guardian (if applicable) Address Address City, state, zip Telephone no. City, state, zip Telephone no. Check here if this is a new address Check here if this is a new address