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Probate

Revised 09/01/2019, CN 10308 page 1 of 3 OSC as Original Process – Submitted with New Complaint Preliminary Injunctive Relief and Temporary Restraining Order Pursuant to Rule 4:52 Superior Court of New Jersey Division Part County , Docket Number Plaintiff(s) Civil Action Order to Show Cause With Temporary Restraints Pursuant to Rule 4:52 v. , Defendant(s) This matter being brought before to the court by , attorney for plaintiff, , seeking relief by way of temporary restraints pursuant to R. 4:52, based upon the facts set forth in the verified complaint filed herewith; and it appearing that the defendant has notice of this application, or defendant consent’s to plaintiff’s application, or immediate and irreparable damage will probably result before notice can be given and a hearing held, and for good cause shown. It is on this day of , 20 , ORDERED that defendant, , appear and show cause before the Superior Court at the County Courthouse in , New Jersey at o’clock in the noon or as soon thereafter as counsel can be heard, on the day of , 20 why an order should not be issued preliminarily enjoining and restraining defendant, , from: (set forth with specificity the return date relief that the plaintiff is seeking) A. B. C. D. Granting such other relief as the court deems equitable and just. And it is further ORDERED that pending the return date herein, the defendant is [temporarily] enjoined and restrained from: (set forth with specificity the temporary restraints that the plaintiff is seeking) A. B. C. Revised 09/01/2019, CN 10308 page 2 of 3 And it is further ORDERED that: 1. The defendant may move to dissolve or modify the temporary restraints herein contained on two (2) days’ notice to the . 2. A copy of this order to show cause, verified complaint, legal memorandum and any supporting affidavits or certifications submitted in support of this application be served upon the defendant personally, or within days of the date hereof, in accordance with R. 4:4-3 and R. 4:4-4, this being original process. 3. The plaintiff must file with the court his/her/its proof of service of the pleadings on the defendant no later than three (3) days before the return date. 4. Defendant shall file and serve a written response to this order to show cause and the request for entry of injunctive relief and proof of service by . The original documents must be filed with the Clerk of the Superior Court in the county listed above. A directory of these offices is available in the Civil Division Management Office in the county listed above and online at njcourts.gov/forms/10153_deptyclerklawref.pdf. You must send a copy of your opposition papers directly to Judge , whose address is , New Jersey. You must also send a copy of your opposition papers to the plaintiff’s attorney whose name and address appears above, or to the plaintiff, if no attorney is named above. A telephone call will not protect your rights; you must file your opposition and pay the required fee of $ and serve your opposition on your adversary, if you want the court to hear your opposition to the injunctive relief the plaintiff is seeking. 5. The plaintiff must file and serve any written reply to the defendant’s order to show cause opposition by . The reply papers must be filed with the Clerk of the Superior Court in the county listed above and a copy of the reply papers must be sent directly to the chambers of Judge . 6. If the defendant does not file and serve opposition to this order to show cause, the application will be decided on the papers on the return date and relief may be granted by default, provided that the plaintiff files a proof of service and a proposed form of order at least three days prior to the return date. 7. If the plaintiff has not already done so, a proposed form of order addressing the relief sought on the return date (along with a self-addressed return envelope with return address and postage) must be submitted to the court no later than three (3) days before the return date. 8. Defendant take notice that the plaintiff has filed a lawsuit against you in the Superior Court of New Jersey. The verified complaint attached to this order to show cause states the basis of the lawsuit. If you dispute this complaint, you, or your attorney, must file a written answer to the complaint and proof of service within 35 days from the date of service of this order to show cause; not counting the day you received it. Revised 09/01/2019, CN 10308 page 3 of 3 These documents must be filed with the Clerk of the Superior Court in the county listed above. A directory of these offices is available in the Civil Division Management Office in the county listed above and online at njcourts.gov/forms/10153_deptyclerklawref.pdf. Include a $ filing fee payable to the “Treasurer State of New Jersey.” You must also send a copy of your Answer to the plaintiff’s attorney whose name and address appear above, or to the plaintiff, if no attorney is named above. A telephone call will not protect your rights; you must file and serve your Answer (with the fee) or judgment may be entered against you by default. Please note: Opposition to the order to show cause is not an Answer and you must file both. Please note further: if you do not file and serve an Answer within 35 days of this Order, the Court may enter a default against you for the relief plaintiff demands. 9. If you cannot afford an attorney, you may call the Legal Services office in the county in which you live or the Legal Services of New Jersey Statewide Hotline at 1-888-LSNJ-LAW (1-888-576-5529). If you do not have an attorney and are not eligible for free legal assistance you may obtain a referral to an attorney by calling one of the Lawyer Referral Services. A directory with contact information for local Legal Services Offices and Lawyer Referral Services is available in the Civil Division Management Office in the county listed above and online at njcourts.gov/forms/10153_deptyclerklawref.pdf. 10. The court will entertain argument, but not testimony, on the return date of the order to show cause, unless the court and parties are advised to the contrary no later than days before the return date. J.S.C.

Order to Show Cause with Temporary Restraints Pursuant to Rule 4:52

Revised 07/01/2017, CN 10523-English page 1 of 2 Application for Admission to Roster of Mediators for Civil, General Equity and Probate Cases Last Name First Name Middle Initial Firm/Business Name Firm/Business Street Address (No PO Box) City State Zip code Telephone number Fax number E-mail address The following information will be used to determine eligibility: (See criteria on page 2) Highest Degree Attained Year Area of Concentration Name of Institution Professional License(s) - specify type and when obtained. Have you ever been disciplined in your profession or are disciplinary proceedings pending? (If yes, attach explanation.) Have you ever been convicted of a crime or are criminal charges pending against you? (If yes, attach explanation.) Yes No Yes No Year of Admission to Professional Practice Number of Years of Experience Bar admission year (if applicable) New Jersey Other States Cases You Mediated Within Last Year (attach additional sheet if necessary.) Case Name Docket Number Date Mediation Completed Number of Hours of Mediation Training (attach copy of certificate of completion and attach additional sheet if necessary.) Provider(s) Course Title Date(s) Hours Are You a Court, State, or Local Government Employee or a Law Enforcement Officer? (If yes, attach explanation.) Yes No The following information will be included on the roster if you are accepted: Hourly Fee (to be shared by the parties) Counties in Which You Can Accept Cases Areas of Expertise for Mediation (check all that apply.) 997 Probate 502 Book Account 513 Complex Construction 608 Toxic Tort 998 General Equity 505 Other Insurance Claim (including declaratory judgment actions) 599 Contract/Commercial Transaction 609 Defamation 005 Civil Rights 506 PIP Coverage 602 Assault and Battery 610 Auto Negligence- Property Damage 156 Environmental Coverage Litigation 508 Complex Commercial 603 Auto Negligence- Personal Injury 616 Whistleblower (CEPA) 302 Tenancy 509 Employment (other than CEPA or LAD) 604 Medical Malpractice 618 Law Against Discrimination 303 Mt. Laurel 510 UM or UIM Claim 605 Personal Injury 699 Tort Other 305 Construction 511 Action on a Negotiable Instrument 606 Product Liability 701 Actions in Lieu of Prerogative Writ 399 Real Property 512 Lemon Law* 607 Professional Malpractice * Must provide documentation that you have handled, as a practitioner, at least 15 lemon law cases in the past 5 years in order to list this case type. Descriptive Paragraph (Please provide a maximum of 650 characters about your mediation and other relevant professional experience. This information will be transferred directly to the roster if you are accepted.) I certify that the foregoing statements made by me are true, that I am in good standing in my profession, and that I will abide by program rules and guidelines. Date Signature Return this form to: Civil Practice Division, Administrative Office of the Courts, PO Box 981 Trenton, NJ 08625 or Fax to (609) 815-2938 Revised 07/01/2017, CN 10523-English page 1 of 2 Roster of Mediators for Civil, General Equity and Probate Cases Criteria for Admission Mediation Training All applicants shall have completed a minimum of 40 hours in an approved mediation course as defined under Rule 1:40-12(b)(5). Applicants to the roster who have been trained in a 40-hour out-of-state mediation training or who completed the required 40-hour New Jersey mediation training more than five years prior to their application to the roster must complete the six-hour civil supplemental mediation course as defined under Rule 1:40-12(b)(8). Mentoring All applicants shall be mentored in at least two cases in the Law Division-Civil Part or Chancery Division- General Equity or Probate Part of the Superior Court for a minimum of five hours by a Civil Roster mediator mentor who has been approved in accordance with the “Guidelines for the Civil Mediation Mentoring Program” promulgated by the Administrative Office of the Courts. The list of approved mentors and guidelines for mentoring are available on the Judiciary’s website, njcourts.com. Education/Professional Experience/Mediation Experience (as set forth under Rule 1:40-12(a)(3)) Applicants shall have: (1) at least a bachelor’s degree; (2) five years of professional experience in the field of expertise in which they will mediate; and (3) evidence of completed mediation of a minimum of two Civil, General Equity or Probate Part cases within the last year. Please submit application for eligibility review prior to starting mentoring process. Other Requirements Counties in Which Mediator Can Accept Cases Mediators are expected to provide facilities at no cost to the parties in each county listed and cannot charge for travel time or expenses during the first two hours at no cost to the parties. Annual Continuing Mediator Education Attendance at a minimum of four hours of annual continuing mediation training is required as set forth under Rule 1:40-12(b)(2).

Application for Admission to Roster of Mediators for Civil, General Equity and Probate Cases

How to Apply for Guardianship of the Person and Estate (Property) of an Individual Eligible for Services from the Division of Developmental Disabilities (DDD)

Revised 09/01/2019, CN 10704 page 1 of 2 OSC as Original Process – Summary Action Pursuant to R. 4:67-1(A) Family Part R. 5:4-3(b) Submitted with New Complaint Superior Court of New Jersey Division Part County , Docket Number Plaintiff(s) Civil Action Order to Show Cause Summary Action v. , Defendant(s) This matter being brought before to the court by , attorney for plaintiff, , seeking relief by way summary action pursuant to R. 4:67-1(a), based upon the facts set forth in the verified complaint filed herewith; and the court having determined that this matter may be commenced by order to show cause as a summary proceeding pursuant to and for good cause shown. It is on this day of , 20 , ORDERED that defendant(s), , appear and show cause on the day of , 20 , before the Superior Court at the County Courthouse in , New Jersey at o’clock in the noon or as soon thereafter as counsel can be heard, on why judgment should not be entered for: (set forth with specificity the return date relief that the plaintiff is seeking) A. B. C. D. Granting such other relief as the court deems equitable and just. And it is further ORDERED that: 1. A copy of this order to show cause, verified complaint and all supporting affidavits or certifications submitted in support of this application be served upon the defendant(s), personally, or within days of the date hereof, in accordance with R. 4:4-3 and R. 4:4-4, this being original process. 2. The plaintiff must file with the court his/her/its proof of service of the pleadings on the defendant(s) no later than three (3) days before the return date. 3. Defendant(s) shall file and serve: (select one) a written answer, an answering affidavit or a motion returnable on the return date (or Family Part appearance or response) to this order to show cause and the relief requested in the verified complaint and proof of service of the same by . The (select one) answer, answering affidavit or a motion (or Family Part appearance, response) as the case may be, must be filed with the Clerk of the Superior Court in the county listed above and a copy of the papers must be sent directly to the chambers of Judge . Revised 09/01/2019, CN 10704 page 2 of 2 4. The plaintiff must file and serve any written reply to the defendant’s order to show cause opposition by . The reply papers must be filed with the Clerk of the Superior Court in the county listed above and a copy of the reply papers must be sent directly to the chambers of Judge . 5. If the defendant(s) do/does not file and serve opposition to this order to show cause, the application will be decided on the papers on the return date and relief may be granted by default, provided that the plaintiff files a proof of service and a proposed form of order at least three days prior to the return date. 6. If the plaintiff has not already done so, a proposed form of order addressing the relief sought on the return date (along with a self-addressed return envelope with return address and postage) must be submitted to the court no later than three (3) days before the return date. 7. Defendant(s) take notice that the plaintiff has filed a (select one) lawsuit (or Family Part divorce action) against you in the Superior Court of New Jersey. The verified complaint attached to this order to show cause states the basis of the lawsuit. If you dispute this complaint, you, or your attorney, must file a (select one) written answer, an answering affidavit or a motion returnable on the return date to the order to show cause (or Family Part appearance or response) and proof of service before the return date of the order to show cause. These documents must be filed with the Clerk of the Superior Court in the county listed above. A directory of these offices is available in the Civil Division Management Office in the county listed above and online at njcourts.gov/forms/10153_deptyclerklawref.pdf. Include a $ filing fee payable to the “Treasurer State of New Jersey.” You must also send a copy of your (select one) answer, answering affidavit or motion (or Family Part appearance or response) to the plaintiff’s attorney whose name and address appear above, or to the plaintiff, if no attorney is named above. A telephone call will not protect your rights; you must file and serve your (select one) answer, answering affidavit or motion (or Family Part appearance or response) with the fee or judgment may be entered against you by default. 8. If you cannot afford an attorney, you may call the Legal Services office in the county in which you live or the Legal Services of New Jersey Statewide Hotline at 1- 888-LSNJ-LAW (1-888-576-5529). If you do not have an attorney and are not eligible for free legal assistance you may obtain a referral to an attorney by calling one of the Lawyer Referral Services. A directory with contact information for local Legal Services Offices and Lawyer Referral Services is available in the Civil Division Management Office in the county listed above and online at njcourts.gov/forms/10153_deptyclerklawref.pdf. 9. The Court will entertain argument, but not testimony, on the return date of the order to show cause, unless the court and parties are advised to the contrary no later than days before the return date. J.S.C.

Order to Show Cause Summary Action

Revised 09/01/2019, CN 10705 page 1 of 3 OTSC as Original Process – Submitted with New Complaint Preliminary Injunctive Relief Pursuant to Rule 4:52-1 – No TRO Superior Court of New Jersey Division Part County , Docket Number Plaintiff(s) Civil Action Order to Show Cause Preliminary Injunction Pursuant to Rule 4:52 v. , Defendant(s) This matter being brought before to the court by , attorney for plaintiff, , seeking relief by way preliminary injunction at the return date set forth below pursuant to R. 4:52, based upon the facts set forth in the verified complaint filed herewith and for good cause shown. It is on this day of , 20 , ORDERED that defendant(s), , appear and show cause before the Superior Court at the County Courthouse in , New Jersey at o’clock in the noon or as soon thereafter as counsel can be heard, on the day of , 20 why an order should not be issued preliminarily enjoining and restraining, , from: (Set forth with specificity the return date relief that the plaintiff is seeking) A. B. C. D. Granting such other relief as the court deems equitable and just. And it is further ORDERED that: 1. A copy of this order to show cause, verified complaint, legal memorandum and any supporting affidavits or certifications submitted in support of this application be served upon the defendant(s) personally, or within days of the date hereof, in accordance with R. 4:4-3 and R. 4:4-4, this being original process. 2. The plaintiff must file with the court his/her/its proof of service of the pleadings on the defendant no later than three (3) days before the return date. Revised 09/01/2019, CN 10705 page 2 of 3 3. Defendant(s) shall file and serve a written response to this order to show cause and the request for entry of injunctive relief and proof of service by . The original documents must be filed with the clerk of the Superior Court in the county listed above. A directory of these offices is available in the Civil Division Management Office in the county listed above and online at njcourts.gov/forms/10153_deptyclerklawref.pdf. You must send a copy of your opposition papers directly to Judge , whose address is , New Jersey. You must also send a copy of your opposition papers to the plaintiff’s attorney whose name and address appears above, or to the plaintiff, if no attorney is named above. A telephone call will not protect your rights; you must file your opposition and pay the required fee of $ and serve your opposition on your adversary, if you want the court to hear your opposition to the injunctive relief the plaintiff is seeking. 4. The plaintiff must file and serve any written reply to the defendant’s order to show cause opposition by . The reply papers must be filed with the Clerk of the Superior Court in the county listed above and a copy of the reply papers must be sent directly to the chambers of Judge . 5. If the defendant does not file and serve opposition to this order to show cause, the application will be decided on the papers on the return date and relief may be granted by default, provided that the plaintiff files a proof of service and a proposed form of order at least three days prior to the return date. 6. If the plaintiff has not already done so, a proposed form of order addressing the relief sought on the return date (along with a self-addressed return envelope with return address and postage) must be submitted to the court no later than three (3) days before the return date. 7. Defendant takes notice that the plaintiff has filed a lawsuit against you in the Superior Court of New Jersey. The verified complaint attached to this order to show cause states the basis of the lawsuit. If you dispute this complaint, you, or your attorney, must file a written answer to the complaint and proof of service within 35 days from the day of service of this order to show cause; not counting the day you received it. These documents must be filed with the Clerk of the Superior Court in the county listed above. A directory of these offices is available in the Civil Division Management Office in the county listed above and online at njcourts.gov/forms/10153_deptyclerklawref.pdf. Include a $ filing fee payable to the “Treasurer State of New Jersey.” You must also send a copy of your Answer to the plaintiff’s attorney whose name and address appear above, or to the plaintiff, if no attorney is named above. A telephone call will not protect your rights; you must file and serve your Answer (with the fee) or judgment may be entered against you by default. Please note: opposition to the order to show cause is not an Answer and you must file both. Please note further: if you do not file and serve an Answer within 35 days of this Order, the court may enter a default against you for the relief plaintiff demands. Revised 09/01/2019, CN 10705 page 3 of 3 8. If you cannot afford an attorney, you may call the Legal Services office in the county in which you live or the Legal Services of New Jersey Statewide Hotline at 1-888-LSNJ-LAW (1-888-576-5529). If you do not have an attorney and are not eligible for free legal assistance you may obtain a referral to an attorney by calling one of the Lawyer Referral Services. A directory with contact information for local Legal Services Offices and Lawyer Referral Services is available in the Civil Division Management Office in the county listed above and online at njcourts.gov/forms/10153_deptyclerklawref.pdf. 9. The court will entertain argument, but not testimony, on the return date of the order to show cause, unless the court and parties are advised to the contrary no later than days before the return date. J.S.C.

Order to Show Cause Preliminary Injunction Pursuant to Rule 4:52

Records Request Form PART A: Requestor Information NEW JERSEY JUDICIARY LAST NAME See instructions on the reverse side. FIRST NAME COMPANY ADDRESS CITYEMAIL ZIP STATE DAYTIME TELEPHONE (INCLUDE AREA CODE) US MAIL PICK UP PREFERRED DELIVERY EXT. ON SITE INSPECT PART B: Payment Information SIGNATURE DATE CASHMONEY ORDER CHECK SELECT PAYMENT METHOD FEES [as provided in N.J.S.A. 22A:2-30] Search of Index $ 10 each search Copies $ 3 per page Copies of tape, disks, microfi che or other non-paper medium $150 per medium PART C: Information Requested INDIVIDUAL CASE INFORMATIONDOCKET / INDEX INFORMATION DOCKET NUMBER CASE NAME DOCUMENTS REQUESTED LETTERS TESTAMENTARY LETTERS AD PROSEQUENDAM LETTERS OF ADMINISTRATION APPLICATION LETTERS OF GUARDIANSHIP OF A MINOR RENUNCIATION OTHER (SPECIFY) YES NO Certifi ed or Exemplifi ed Copies (extra charge) FOR RECORD REQUESTS OVER $50 TOTAL EST. COST DEPOSIT DATE ESTIMATED BALANCEDEPOSIT AMOUNT RECEIVED BY JUDICIARY USE ONLY DISPOSITION INFORMATION UNAVAILABLE DATE DENIED DATE DELIVERED DATE If request is denied or records are unavailable, explain here: Identifi cation provided for physical custody of fi le: MIDDLE INITIAL Promulgated 09/25/2007 by Directive #8-07, CN: 10964-English Page 1 of 2 SURROGATES’ JUDICIARY RECORDS INDEX FROM ________________________________________ TO ________________________________________ (PROVIDE DATES) INSTRUCTIONS FOR OBTAINING S URROGATES’ JUDICIARY RECORDS NOTE: This form should not be used to request transcripts of court proceedings. Ask court staff for information about obtaining transcripts. 1. Complete Parts A (optional), B, and C of this form, and deliver it during regular business hours to the Surrogate’s office. For mail or fax requests, first contact the Surrogate’s office. A directory of Surrogates’ offices statewide is available at njcourts.gov 2. If your request is for physical inspection of a court file or document rather than a photocopy, you will be asked to provide a government issued identification (for example, a driver’s license). If you do not provide such identification, your access to the records may be delayed until court staff is available to monitor your inspection of the records. 3. The fees for duplication of Judiciary records in printed/paper form are listed on the front of this form. Payment may be in the form prescribed by and to the payee identified by the Surrogate’s office in the county where the records are located. The $3 per page copy fee will be charged when Surrogate’s officestaff make the copy. There is no charge imposed for copies made by members of the public using their own equipment. When members of the public make copies at self-service equipment (e.g., photocopier, microfiche) available for such purpose, the actual cost of using the equipment will be charged. 4. You may be charged a 50% deposit when a request for copies is estimated to exceed $50. The record custodian will advise you of any deposit requirements. 5. The record custodian will notify you that he or she grants or denies a request for access to a Judiciary record. In most cases, access to a record stored on-site can be provided the same day. If the record is not readily available, or is stored off-site, the custodian will advise you within three business days when the record will be made available, and the estimated cost for providing the record to you. 6. You may be denied immediate access to court records if your request will substantially disrupt court operations. 7. If the Surrogate’s office is unable to comply with your request for access to a Judiciary record, the custodian will state the reasons on the request form and send you a signed and dated copy. 8. Information provided on this form may be subject to disclosure under Rules Governing the Courts of the State of New Jersey, Rule 1:38.

Surrogates' Judiciary Records Request Form

Revised 09/01/2019, CN 11215 page 1 of 3 SUPERIOR COURT OF NEW JERSEY CHANCERY DIVISION _________ COUNTY PROBATE PART [Caption: See Rule 4:83-3 for Probate Part Actions] IN THE MATTER OF Docket No.: CIVIL ACTION ORDER TO SHOW CAUSE SUMMARY ACTION THIS MATTER being brought before the Court by _____________, attorney for plaintiff, [insert the plaintiff’s name], seeking relief by way of summary action based upon the facts set forth in the verified complaint filed herewith; and the Court having determined that this matter may be commenced by order to show cause as a summary proceeding pursuant to R.4:83-1 and for good cause shown. IT IS on this _____ day of __________ , 20__ , ORDERED that the parties in interest named in paragraph __ of the verified complaint appear and show cause on the _____ day of __________, 20__ before the Superior Court, Chancery Division, Probate Part [and fill in, or leave an appropriate blank to be filled in by the Court or Surrogate, if the matter is to be heard by a specified Judge] at the __________ County Courthouse [provide the address] in ______________, New Jersey at _____ o’clock in the _____ noon, or as soon thereafter as counsel can be heard, why judgment should not be entered for: A. [Set forth with specificity the return date relief that the plaintiff is seeking.]; B. _____________________________________; C. ______________________________________; D. Granting such other relief as the court deems equitable and just. And it is further ORDERED that: 1. Any party in interest who wishes to be heard with respect to any of the relief requested in the verified complaint served with this order to show cause shall file with the Surrogate of ______________ County and serve upon the attorney for the plaintiff at the address set forth above, a written answer, an answering affidavit, a motion returnable on the date this matter is scheduled to be heard, or other response to this order to show cause and to the relief requested in the verified complaint by ________________, 20___. Filing shall be made with the Surrogate of __________ County at Revised 09/01/2019, CN 11215 page 2 of 3 [insert address of Surrogate in the County where action is being brought]. Such responding party in interest shall also file with such Surrogate by the foregoing date a proof of service upon the plaintiff. [A copy of such response shall also be filed directly with the chambers of Judge _______________ at the following address: _________________________________________.] 2. Any party in interest who fails to timely file and serve a response in the manner provided in paragraph 1 of this order to show cause shall be deemed in default, the matter may proceed to judgment without any further notice to or participation by such defaulting party in interest, and the judgment shall be binding upon such defaulting party in interest. 3. Parties in interest are hereby advised that a telephone call to the plaintiff, to the plaintiff’s attorney, to the Surrogate, or to the Court will not protect your rights; you must file and serve your answer, answering affidavit, motion or other response with the filing fee required by statute. The check or money order for the filing fee shall be made payable to the Surrogate of the County where this matter is being heard. If you cannot afford an attorney, you may call the Legal Services office in the county in which you live. A list of these offices is provided. If you do not have an attorney or are not eligible for free legal assistance through the Legal Services office (or such office does not provide services for this particular type of proceeding), you may obtain a referral to an attorney by calling one of the Lawyer Referral Services. A list of these office numbers is also provided. 4. If no party in interest timely files and serves a response to this order to show cause as provided for above, the application may be decided by the Court on or after the date this matter is scheduled to be heard, and may be decided on the papers without a hearing, provided that the plaintiff has filed a proof of service and a proposed form of judgment as required by paragraphs 7 and 9 of this order to show cause. 5. If a party in interest timely files a response as provided for above, the court may entertain argument [add if appropriate: “and may take testimony” or “but will not take testimony”] on the date this matter is scheduled to be heard. 6. The plaintiff must file and serve any written reply to the response of a party in interest by _________, 20__. The reply papers together with a proof of service must be filed with the Surrogate in the county listed above [and a copy of the reply papers must be sent directly to the chambers of Judge __________]. 7. Plaintiff shall submit to the Surrogate an original and two copies of a proposed form of judgment addressing the relief sought on the date this matter is scheduled to be heard (along with a postage-paid return envelope) no later than _____ (__) days before the date this matter is scheduled to be heard. Revised 09/01/2019, CN 11215 page 3 of 3 8. A copy of this order to show cause, the verified complaint, and [insert a description of any other filed papers, such as an accounting], and all affidavits submitted in support of this application, all of which shall be certified thereon by plaintiff’s attorney to be true copies, shall be served upon the parties in interest listed in paragraph __ of the complaint, by certified mail, return receipt requested (or by registered mail, return receipt requested with respect to any party in interest who resides outside the United States) [, and by regular mail] [or alternatively: shall be personally served upon the parties in interest listed in paragraph __ of the complaint] within __ days of the date hereof, in accordance with R. 4:67-3, R. 4:4-3 and R. 4:4-4, this order to show cause being original process. 9. The plaintiff shall file with the Surrogate of _________ County a proof of service of the documents required by paragraph 8 above to be served on the parties in interest no later than _____ (__) days before the date this matter is scheduled to be heard. 10. The Court will entertain argument, but not testimony, on the return date of the order to show cause, unless the court and parties are advised to the contrary no later than _____ days before the return date. 11. [In many proceedings in the probate part, an interested party will be a minor or incapacitated, which will require that a guardian ad litem be appointed, and/or an attorney be appointed as counsel to represent the minor or incapacitated person. See generally R.4:26-2. In such matters, it may be appropriate to add an additional paragraph or paragraphs to this order to show cause to appoint, or provide for the procedure to appoint, such counsel or guardian ad litem.] J.S.C.

Order to Show Cause Probate Part Action

MONTHLY REPORT OF PROBATE PART AND SURROGATE COURT CASES Effective July 1, 2008 ________________________County Month of _____________ , 20 ___ TO BE FORWARDED BY THE FOURTH DAY OF THE FOLLOWING MONTH TO: CIVIL PRACTICE DIVISION ADMINISTRATIVE OFFICE OF THE COURTS P. O. BOX 981, TRENTON, NEW JERSEY 08625 FAX 609-777-0844 I. SUPERIOR COURT, CHANCERY DIVISION, PROBATE PART Cases pending at beginning of month Check one - IDENTICAL to _____ DIFFERENT from _____ last month. If different, I am reporting a RECOUNT of _______ cases. Explain on a separate sheet. _____________ 2. PROBATE PART CASES FILED DURING MONTH a. Superior Court Probate/ Personal Representative Appointments b. Accountings/ Approvals c. Incapacitated Guardianship / Conservator Matters d. Estate Administration Matters e. Other Probate Part Cases TOTAL PROBATE PART CASES FILED a ____________ b ____________ c ____________ d ____________ e ____________ ____________ 3. CASES DISPOSED OF DURING MONTH BY TYPE OF DISPOSITION a. Trial b. Summary Disposition after Hearing/ Argument c. Settlement d. Rule 1:13 Dismissal e. Complementary Dispute Resolution f. Other Disposed TOTAL PROBATE PART CASES DISPOSED a ____________ b ____________ c ____________ d ____________ e ____________ f ____________ ____________ 4. PENDING PROBATE PART CASES - - AGING HISTORY AT END OF MONTH a. Under 6 months old b. 6 to 12 months old c. 12 to 18 months d. Over 18 months TOTAL PROBATE PART CASES PENDING a ____________ b ____________ c ____________ d ____________ ___________ 5. OTHER PROBATE PART MATTERS a. Motions or Petitions in Pending Probate Part Cases b. SITF Withdrawal Applications c. SITF Hearings TOTAL OTHER PROBATE PART MATTERS a ____________ b ____________ c. ___________ ____________ 6. SURROGATE’S COURT PROBATE MATTERS a. Probate of Wills and Letters Testamentary b. General Administrations c. Affidavits in Lieu of Administration d. Guardianships of Minors e. Administration Ad Prosequendum f. Testamentary Trustee/ Successor Trustee Qualification g. Other TOTAL SURROGATE’S COURT PROBATE MATTERS a ____________ b ____________ c ____________ d ____________ e ____________ f ____________ g ____________ ____________ OTHER SURROGATE’S COURT ACTIVITIES a Accounting Audits for Probate Part b SITF Withdrawal Orders c. Total SITF Checks Issued During the Month TOTAL OTHER SURROGATE’S COURT ACTIVITIES a ____________ b ____________ c ____________ ____________ Person Preparing Report__________________________ Telephone No.________________ Reviewed by (AJ /TCA/or ATCA)_________________ Signature of Surrogate or Designee _________________________________________ NOTE: IF THIS NUMBER DIFFERS FROM TOTAL OF ITEM 4, PLEASE CHECK DATA Revised 03/2008, CN 11233-English 7.

Monthly Report of Probate Part and Surrogate Court Cases - Effective July 1, 2008

Revised 03/2017, CN 11922 Guardian of the Estate Summary of Responsibilities Ask the question: Is Guardianship of the Estate Necessary? If a guardianship of the estate is needed, initially you must: • Review the Guardianship of the Estate Training materials (written guide* and video) as early as possible. • Review the Guardianship Forms materials (written guide* and video). • Determine whether you can post a surety bond, if required. • Appear for the guardianship hearing, if required. As soon as possible after the Judgment is entered, you must: • Qualify before the County Surrogate, including posting a surety bond if required. You CANNOT act as guardian until you qualify. • Obtain Letters of Guardianship and, if needed, Short Certificates. o In most cases, fees must be paid to the Surrogate for Letters and/or Short Certificates. After qualifying as guardian of the estate, you must: • Open a separate guardianship bank account. • Obtain a tax identification number for the guardianship bank account. • Retitle assets and accounts in the name of the guardianship. • Maintain records of guardianship account transactions. • Investigate and inventory the incapacitated person’s assets and liabilities. o If required by the Judgment, file an initial inventory with the court and send copies to interested parties. • Keep original papers (insurance policies, deeds) in a safe and secure location. • File periodic reports as to the estate of the protected person, if required. • Discuss decisions with the protected person, and consider their input and preferences. • If the incapacitated person’s preferences are unknown or potentially harmful, make decisions based on what you believe is in their best interest. • If a surety bond is required, continue to pay premiums to maintain the bond. • Notify the Surrogate of any changes to your address, or to the address of the incapacitated person. • Inform the Surrogate upon the death of the incapacitated person. You must NOT: • Accept gifts from the incapacitated person without specific court approval. • Give gifts from the guardianship estate, unless approved by the court. • Take payment beyond the commissions authorized by statute. • Entrust your guardianship duties to anyone else, unless authorized by statute *At this time the written guide is available in English only

Guardian of the Estate - Summary of Responsibilities

Revised 03/2017, CN 11923 Guardian of the Person Summary of Responsibilities Initially you must: • Review the Guardianship of the Person Training materials (written guide* and video) as soon as possible. • Review the Guardianship Forms materials (written guide* and video). • Appear for the guardianship hearing, if required. As soon as possible after the Judgment is entered, you must: • Qualify before the County Surrogate. You CANNOT act as guardian until you qualify. • Obtain Letters of Guardianship and, if needed, Short Certificates. o In most cases, fees must be paid to the Surrogate for Letters and/or Short Certificates. After qualifying as guardian of the person, you must: • Advocate for the independence of the incapacitated person. • Discuss decisions with the protected person, and consider their input and preferences. • If the incapacitated person’s preferences are unknown or potentially harmful, make decisions based on what you believe is in their best interest. • Arrange services for the incapacitated person’s health, education, and welfare. • Make medical decisions for the protected person, considering the following: o conditions that make treatment necessary; o incapacitated person’s preference; o risks and benefits of all alternatives; o time considerations for taking action; o less restrictive alternatives; and o additional opinions, if helpful. • Visit with the incapacitated person frequently - at least once every three months unless otherwise ordered by the court. • Provide for appropriate activities and social opportunities for the protected person. • File periodic reports as to the well-being of the incapacitated person, if required. • Inform the Surrogate of any major changes in the health or welfare of the protected person. • Notify the Surrogate of any changes to your address, or to the address of the incapacitated person. • Inform the Surrogate upon the death of the incapacitated person. You must NOT: • Take payment for your services, unless authorized in the Judgment. • Entrust your guardianship duties to anyone else, unless authorized by statute. *At this time the written guide is available in English only

Guardian of the Person - Summary of Responsibilities

Revised 03/2017, CN 11924 Guide to Guardianship Reporting Forms Summary of Guardian Responsibilities Initially you must: • Review the Guardianship Forms materials (written guide* and video). • If you are required to report, determine what report(s) must be filed and when the report(s) must be filed. • Note that you may be directed to file using Judiciary forms, including the Guardianship Inventory, Report of Well-Being, EZ Accounting, or Comprehensive Accounting, or by filing other documents, such as a copy of a Social Security Representative Payee Report or a formal accounting. (At the current time, these forms are currently available in English only.) To fulfill your duties as guardian, you must: • If ordered to file Judiciary reports, access these at: njcourts.gov (search for Guardian Reporting Forms). • Always file a Report of Guardian Cover Page. • Keep as close as possible to the reporting period set by the court’s written Judgment. • When filing the Report of Well-Being, attach a written statement of a professional who has examined the incapacitated person during the reporting period. • File the type of financial report indicated in the Judgment. o If the Judgment of Incapacity does not specify which report to file regarding the estate, file the EZ Accounting Form. • Contact the Surrogate’s Office with any questions about completing or filing the reporting forms. *At this time the written guide is available in English only

Guide to Guardianship Reporting Forms - Summary of Guardian Responsibilities

Published 12/26/2017, CN 11217 New Jersey Surrogates Atlantic County Surrogate James Curcio Atlantic County Courts Bldg. 1201 Bacharach Blvd. Atlantic City NJ 08401 Phone: (609) 343-2341 Bergen County Surrogate Michael R. Dressler Bergen County Justice Center Two Bergen County Plaza, Fifth Fl. – Suite 5000 Hackensack, NJ 07601 Phone: (201) 336-6700 Burlington County Surrogate Mary Ann O’Brien Burlington County Courts Facility 50 Rancocas Road, 1st floor Mt. Holly, NJ 08060 Phone: (609) 265-5005 Camden County Surrogate Michelle Gentek-Mayer Camden County Surrogate Office 600 Market Street Camden, NJ 08102-1249 Phone: (856) 225-7282 Cape May County Surrogate Dean Marcolongo Cape May Surrogate Office 4 Moore Road Cape May Court House, NJ 08210 Phone: (609) 463-6666 Cumberland County Surrogate Douglas M. Rainear Cumberland County Courthouse 60 West Broad St., Suite A 111 Bridgeton, NJ 08302 Phone: (856) 451-4800 Essex County Surrogate Theodore N. Stephens, II Essex County Surrogate Office 465 Dr. Martin Luther King, Jr. Blvd. Newark, NJ 07102 Phone: (973) 621-4900 Gloucester County Surrogate Helene M. Reed Gloucester County Surrogate Bldg. 17 N. Broad Street Woodbury, NJ 08096 Phone: (856) 853-3282 Hudson County Surrogate Joseph J. Ryglicki William Brennan Court House 583 Newark Avenue Jersey City, NJ 07306 Phone: (201) 795-6378 Hunterdon County Surrogate Susan J. Hoffman Hunterdon County Justice Center 65 Park Avenue Flemington, NJ 08822-2900 Phone: (908) 788-1156 Mercer County Surrogate Diane Gerofsky Mercer County Civil Courts Bldg. 175 South Broad Street, 4th Fl. – Room 420 Trenton, NJ 08650 Phone: (609) 989-6331 Middlesex County Surrogate Kevin J. Hoagland Middlesex County Administration Bldg. 75 Bayard Street P.O. Box 790 New Brunswick, NJ 08903 Phone: (732) 745-3055 Monmouth County Surrogate Rosemarie D. Peters Monmouth County Hall of Records 1 East Main Street Freehold, NJ 07728 Phone: (732) 431-7330 Morris County Surrogate John Pecoraro Administrative & Records Bldg. 10 Court Street, 5th Floor Morristown, NJ 07963-0900 Phone: (973) 285-6500 Published 12/26/2017, CN 11217 Ocean County Surrogate Jeffrey W. Moran Ocean County Courthouse 118 Washington Street P.O. Box 2919 Toms River, NJ 08754 Phone: (732) 929-2011 Passaic County Surrogate Bernice Toledo Passaic County Courthouse 77 Hamilton Street Paterson, NJ 07505 Phone: (973) 881-4760 Salem County Surrogate Nicki A. Burke Salem County Surrogate's Court 94 Market Street, 2nd Floor Salem, NJ 08079 Phone:(856) 935-7510 Somerset County Surrogate Frank G. Bruno Somerset County Surrogate's Office 20 Grove Street P.O. Box 3000 Somerville, NJ 08876 Phone: (908) 231-7003 Sussex County Surrogate Gary R. Chiusano Sussex County Surrogate's Court 3 High Street, Suite #1 Newton, NJ 07860 Phone: (973) 579-0920 Union County Surrogate James S. LaCorte Union County Courthouse 2 Broad Street, 2nd Floor Elizabeth, NJ 07207 Phone: (908) 527-4280 Warren County Surrogate Kevin O'Neill Warren County Courthouse 323 Front Street, Suite #1 Belvidere, NJ 07823 Phone: (908) 475-6223

NJ Surrogates Contact Information

Promulgated by Directive #11-21 (04/29/2021), CN 12706 Filing Attorney Information or Pro Se Litigant: Name NJ Attorney ID Number Law Firm/Agency Name Address Email Address Telephone Number Superior Court of New Jersey Chancery Division - Probate Part In the Matter of, County , Docket Number Civil Action Certification of Criminal and Civil Judgment History Name of Alleged Incapacitated Person (AIP) an Alleged Incapacitated Person I, , date of birth , hereby certify as follows: This certification is made by me in support of an application for a declaration of incapacity and appointment of guardian for (“the alleged incapacitated person”). I am seeking appointment by the court as guardian for the alleged incapacitated person. (Check one) I have never been convicted of a crime other than a traffic violation, and no civil judgments (including bankruptcy) have ever been entered against me. OR I have been convicted of a crime other than a traffic violation, and/or have criminal charges pending against me, and/or a civil judgment (including bankruptcy) has been entered against me, as listed below (use extra pages if needed). Charge/Conviction/Civil Judgment Date Location 1. 2. 3. I understand that a criminal charge/conviction or civil judgment will not automatically disqualify me from appointment as guardian of the alleged incapacitated person. Rather, the court will consider whether the charge/conviction or judgment adversely affects my ability to perform the duties and responsibilities of guardianship in the best interests of the incapacitated person or estate. The history listed above does not adversely affect my ability to perform the duties and responsibilities of guardianship in the best interests of the incapacitated person or estate because (use extra pages if needed): I hereby certify and say that the foregoing statements made by me are true to the best of my knowledge, and that I will supplement this form as may be necessary should additional information become available. I am aware that if any of the foregoing statements made by me are willfully false, I am subject to punishment. Date Signature Print Name

Adult Guardianship - Certification of Criminal and Civil Judgment History

Guidelines for Court-Appointed Attorneys in Guardianship Matters

Filing Attorney Information: Name NJ Attorney ID Number Law Firm/Agency Name Address Email Address Telephone Number Superior Court of New Jersey Chancery Division - Probate Part In the Matter of,County , Docket Number Civil Action Report of Court-Appointed Counsel for the Alleged Incapacitated Person Name of Alleged Incapacitated Person (AIP) an Alleged Incapacitated Person The following represents the report of , an attorney-at-law of the State of New Jersey, who was appointed by the court to serve as court appointed counsel for , an alleged incapacitated person (“AIP”), by way of Order Fixing Hearing Date and Appointing Attorney for Alleged Incapacitated Person dated , and in accordance with R. 4:86-4(b) and other applicable law: Information Developed by Counsel’s Inquiry 1.I obtained copies of and have reviewed the Verified Complaint, Certifications of Physician or Psychologist, Certification of Assets, Order Fixing Hearing Date and Appointing Attorney for Alleged Incapacitated Person, proposed Judgment of Incapacity and Appointment of Guardian(s) of the ☐ Person / ☐ Person and Estate, and background screening results of the proposed guardian(s). Personal Interview of the Alleged Incapacitated Person 2.I met with and personally interviewed the AIP on (date) at (location). List the names and relationships to the AIP of any other individuals present: 3.Describe the physical appearance of the AIP: 4.Describe your observation of the disability of the AIP, and compare/contrast with the content of the Certifications of Physician or Psychologist: 5.Describe the mood and affect of the AIP: 6.Describe your explanation of the role of the court-appointed attorney to the AIP, and the AIP’s response: Published 05/05/2021, CN 12789 (Report of Court-Appointed Counsel for the Alleged Incapacitated Person)page 1 of 5 7.Describe the AIP’s explanation of their daily activities: 8.Describe the AIP’s explanation of their relationships: 9.Describe the AIP’s interactions with any others present: 10.Describe other content of your interview of the AIP: 11.Describe your interactions with any other individuals present during your interview of the AIP: 12.Add additional paragraphs as necessary, setting forth any additional information developed by your personal interview of the AIP: 13.Describe the content and outcome of any follow-up interviews of the AIP: Inquiry of Persons Having Knowledge of the Alleged Incapacitated Person’s Circumstances, Physical and Mental State, and Property 14.In addition, I made inquiry of the following individuals having knowledge of the AIP’s circumstances, physical and mental state, and property. List plantiff(s), prospective guardian(s), interested parties, professionals or service providers involved in the care of the AIP’s person and property, and any others contacted: Note: click the “+” sign to repeat question #15 for each person listed in question 14. The “+” appears after clicking in the field. 15.I ☐ met with and personally interviewed / ☐ spoke with ☐ in person / ☐ by phone/video on (date). a.Describe the individual’s relationship to the AIP: b.Describe content of your inquiry related to the AIP’s circumstances, physical and mental state, and property: Note: click the “+” sign to repeat question #16 for each doctor. The “+” appears after clicking in the field. 16.I ☐ met with and personally interviewed / ☐ spoke with Dr. ☐ in person / ☐ by phone/video on (date). a.Describe the doctor’s relationship to the AIP, frequency of appointments, etc: Published 05/05/2021, CN 12789 (Report of Court-Appointed Counsel for the Alleged Incapacitated Person)page 2 of 5 b.Describe any change in the AIP’s condition or status: 17.Describe any attempts to make inquiry of additional individuals who were not available or could not otherwise be reached: 18.Add additional paragraphs as necessary, setting forth any additional information developed by your inquiry: Inquiry as to Will, Powers of Attorney, Health Care Directives, or Interests as Beneficiary of Will or Trust 19.I made reasonable inquiry to locate any will, powers of attorney, or health care directives previously executed by the AIP and to discover any interests that the AIP may have as beneficiary of a will or trust. a.Describe how such inquiry was made and the outcome of the inquiry: 20.Add additional paragraphs as necessary, setting forth any additional information developed by your inquiry: Recommendations Concerning the Court’s Determination on the Issue of Incapacity 21.The complaint and supporting certifications assert that the AIP is incapacitated due to ( describe the disability of the AIP). My interview and investigation ☐ does / ☐ does not support this conclusion because: 22.Add additional paragraphs as necessary, setting forth any additional recommendations concerning the court’s determination on the issue of incapacity: Recommendations Concerning a Case Plan 23.State whether a case plan for the AIP should thereafter be submitted to the court, and the basis for such recommendation: 24.Add additional paragraphs as necessary, setting forth any additional recommendations concerning a case plan for the AIP: Recommendations Concerning the Suitability of Less Restrictive Alternatives/Areas of Decision-making Published 05/05/2021, CN 12789 (Report of Court-Appointed Counsel for the Alleged Incapacitated Person)page 3 of 5 That the Alleged Incapacitated Person May be Capable of Exercising 25.I have specifically considered the following types of arrangement less restrictive than a plenary guardianship (check all that apply): ☐ Limited guardianship ☐ Protective arrangement per N.J.S.A. 3B:12-1 et seq. ☐ Conservatorship ☐ Durable Power of Attorney ☐ Advanced Directive for Healthcare ☐ Advanced Directive for Mental Healthcare ☐ Supported Decision-making (Complete ONE of the questions below, as appropriate) 26.I find that none of the above are appropriate because: ☐ the AIP lacks capacity in any area ☐ the AIP lacks capacity to consent to a conservatorship, durable power of attorney, or advanced directive ☐ Set forth other reasons why none are appropriate: OR 26.I find that the following option(s) should be pursued in lieu of a plenary guardianship: a.List option(s): b.Provide a delineation of those areas of decision-making that the AIP may be capable of exercising, and explain your reasoning: c.Indicate whether the matter should return to court at a scheduled time for review of the guardianship, if instituted: 27.Add additional paragraphs as necessary, setting forth any additional recommendations concerning less restrictive alternatives or decision-making rights that the AIP may retain: Dispositional Preferences Expressed by the Alleged Incapacitated Person 28.State whether the AIP has expressed dispositional preferences. If so, describe such preferences and recommend their inclusion in the Judgment of Incapacity and Appointment of Guardian(s): 29.Add additional paragraphs as necessary, setting forth any additional information concerning the AIP’s dispositional preferences: Published 05/05/2021, CN 12789 (Report of Court-Appointed Counsel for the Alleged Incapacitated Person)page 4 of 5 Recommendations Concerning Powers of Attorney, Health Care Directives, and/or Revocable Trusts 30.Set forth any recommendations concerning whether good cause exists for the court to order that any power of attorney, health care directive, or revocable trust created by the AIP be revoked: 31.Set forth any recommendations concerning whether the authority of the person or persons acting under any power of attorney, health care directive, or revocable trust created by the AIP be modified or restricted: 32.Add additional paragraphs as necessary, setting forth any additional recommendations concerning the AIP’s powers of attorney, health care directives, and/or revocable trusts, if any: I hereby certify and say that the statements made by me are true. I am aware that if any are willfully false, I am subject to punishment. s/ Dated: Attorney-at-Law of the State of New Jersey Published 05/05/2021, CN 12789 (Report of Court-Appointed Counsel for the Alleged Incapacitated Person)page 5 of 5

Adult Guardianship - Report of Court-Appointed Counsel for the Alleged Incapacitated Person

County Surrogates List

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Revisado en 03/2017, CN 11922-Spanish Revised 03/2017, CN 11922-Spanish Tutor(a) del patrimonio Resumen de responsabilidades Pregunte: ¿Es necesaria la Tutela del Patrimonio? Si la tutela del patrimonio es necesaria, inicialmente tiene que: • Repasar, lo más pronto posible, los materiales de tutela Guardianship of the Estate Training (Capacitación para la Tutela del Patrimonio -- guía por escrito* y video) • Repasar los materiales de los formularios Guardianship Forms (Formularios de Tutela -- guía por escrito* y video) • Determinar si usted puede depositar una fianza de cumplimiento, si se requiere. • Comparecer a la audiencia de tutela, si se requiere. Tan pronto como sea posible después de que se anote el fallo, usted tiene que: • Facultarse ante el Tribunal de Sucesiones del Condado, lo que incluye el depósito de una fianza de garantía si se requiere. NO puede actuar como tutor(a) hasta que le hayan calificado • Obtener las Cartas de Tutela y, si fuera necesario, las Cartas Testamentarias. o En la mayoría de los casos, hay que pagar una tarifa al Tribunal de Sucesiones por las Cartas de Tutela y/o las Testamentarias. Después de que haya sido calificado como tutor/a del caudal hereditario, tiene que: • Abrir para la tutela una cuenta bancaria por separado. • Obtener un número de identificación impositiva para la cuenta bancaria de la tutela. • Cambiar el nombre de los bienes y las cuentas a nombre de l a tutela. • Mantener registros de las transacciones hechas en la cuenta de l a tutela. • Investigar y hacer un inventario de los activos y pasivos de la persona incapacitada. o Presentar al tribunal, si el Fallo lo exige, un inventario inicial y enviar copias a las partes interesadas. • Guardar los documentos originales (pólizas de seguro, la s escrituras de propiedades) en un lugar que ofrezca seguridad, solidez y garantía. • Presentar informes periódicos sobre el patrimonio de la persona protegida, si se requieren. • Hablar sobre las decisiones con la persona protegida y tener en cuenta sus aportes y preferencias. • Tomar las decisiones que se basen en lo que usted crea que es lo mejor para la persona incapacitada si sus preferencias se desconocen o si fueran potencialmente dañinas. • Continuar pagando las primas de la fianza de cumplimiento, si se requiere, para mantenerla en vigor . • Notificarle al Tribunal de Sucesiones de cualquier cambio en su dirección o en la dirección de la persona incapacitada. • Informe el fallecimiento de la persona incapacitada al Tribunal Testamentario. Usted NO debe: • Aceptar regalos de la persona incapacitada sin la aprobación específica del tribunal. • Hacer regalos tomados del patrimonio del tutelado a menos que el tribunal lo apruebe. • Aceptar pagos adicionales a las comisiones autorizadas por la ley. • Encomendar sus deberes como tutor(a) a otra persona a menos que la ley lo autorice. *En estos momentos la guía por escrito solo está disponible en inglés

Tutor(a) del patrimonio Resumen de responsabilidades

Revisado en 03/2017, CN 11923-Spanish Revised 03/2017, CN 11923-Spanish Tutor(a) de la persona Resumen de responsabilidades Inicialmente, usted tiene que: • Repasar, lo más pronto posible, los materiales de capacitación: Guardianship of the PersonTraining (Capacitación para la Tutela de una Persona -- guía por escrito* y video) • Repasar los materiales de los formularios de tutela: Guardianship Forms (Formularios de Tutela -- guía por escrito* y video) • Comparecer a la audiencia de tutela, si es un requisito. Tan pronto como sea posible antes de que se ingrese el fallo, usted tiene que: • Cumplir con los requisitos para facultarse ante el Tribunal de Sucesiones del Condado. NO puede actuar como tutor(a) hasta que le hayan calificado • Obtener las Cartas de Tutela y, si fuera necesario, las Cartas Testamentarias. o En la mayoría de los casos, hay que pagarle una tarifa al Tribunal de Sucesiones por las Cartas de Tutela y/o Testamentarias. Después de que haya sido calificado como tutor/a de la persona, tiene que: • Abogar por la independencia de la persona incapacitada. • Hablar sobre las decisiones con la persona protegida y tener en cuenta sus aportes y preferencias. • Si se desconocen las preferencias de la persona incapacitada o si son potencialmente dañinas, tome la s decisiones basándose en lo que usted crea que es lo mejor para dicha persona. • Hacer arreglos para que la persona incapacitada reciba los servicios necesarios para su salud, educación y bienestar. • Tomar decisiones médicas para la persona protegida teniendo en cuenta lo siguiente: o las condiciones que hacen que el tratamiento sea necesario; o las preferencias de la persona incapacitada; o los riesgos y beneficios de todas las alternativas; o las consideraciones del momento adecuado para tomar las acciones necesarias; o las alternativas menos restrictivas; y o las opiniones adicionales, si son provechosas. • Visitar con frecuencia a la persona incapacitada -- por lo menos una vez cada tres meses -- a menos que el tribunal haya ordenado algo diferente. • Proporcionarle, a la persona protegida, las actividades apropiadas y oportunidades sociales. • Presentar informes periódicos sobre el bienestar de la persona incapacitada, si se requieren. • Informar al Tribunal Tutelar de cualquier cambio importante en la salud o bienestar de la persona protegida. • Notificar al Tribunal Tutelar de cualquier cambio en su dirección o en la dirección de la persona incapacitada. • Informar del fallecimiento de la persona incapacitada al Tribunal Tutelar. Usted NO debe: • Aceptar pago por sus servicios a menos que se haya autorizado retribución en el Fallo. • Encomendar sus deberes de tutela a otra persona a menos que la ley lo autorice. *En este momento, la guía escrita solo está disponible en inglés.

Tutor(a) de la persona - Resumen de responsabilidades

Revisado en 03/2017, CN 11924-Spanish Revised 03/2017, CN 11924-Spanish Guía para los Guardianship Reporting Forms (Formularios para Informes sobre la Tutela) Resumen de las responsabilidades del (de la) tutor(a) Inicialmente, usted tiene que: • Repasar los materiales de los Guardianship Forms (Formularios de Tutela -- guía por escrito* y video) • Si se requiere que presente informes, determine qué informe(s) debe presentar y cuándo tiene que presentarlo(s). • Fíjese que puede que se le pida hacer la presentación usando los formularios del Poder Judicial que incluyen el Guardianship Inventory (Inventario de l a Tutela), Report of Well-Being (Informe sobre el Bienestar), EZ Accounting (Contabilidad Fácil) o Comprehensive Accounting (Contabilidad Completa) o que presente otros documentos tales como una copia del Social Security Representative Payee Report (Informe sobre el Beneficiario Representante del Seguro Social) o una contabilidad formal. (En la actualidad, estos formularios solo están disponibles en inglés.) Para cumplir con sus deberes como tutor(a) tiene que: • Si se le ordena presentar informes del Poder Judicial, obténgalos en njcourts.gov (busque Guardian Reporting Forms). • Siempre presente un Report of Guardian Cover Page (Página Introductoria para los Informes del (de la) Tutor(a)). • Cumpla, tan cerca como sea posible, con el período establecido para la presentación de informes en el Fallo por escrito del juez. • Cuando presente un Report of Well-Being (Informe sobre el Bienestar), adjunte una declaración escrita de un profesional que haya examinado a la persona incapacitada durante el período de los informes. • Presente el tipo de informe financiero que se indique en el Fallo. o Si el Fallo de Incapacidad no especifica el informe que se debe presentar sobre el patrimonio, presente el EZ Accounting Form (Formulario de Contabilidad Fácil) • *Póngase en contacto con la Oficina del Juez de Sucesiones para cualquier pregunta sobre c ómo llenar o presentar los formularios de información. *En este momento, la guía escrita solo está disponible en inglés.

Guía para los Guardianship Reporting Forms (Formularios para Informes sobre la Tutela) - Resumen de las responsabilidades del (de la) tutor(a)

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