Guardian's Inventory For An Incapacitated Person - Effective July 1, 2018

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.

Guardian's Inventory For An Incapacitated Person - Effective July 1, 2018 is a commonly used form within Pennsylvania. 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 Guardian's Inventory For An Incapacitated Person - Effective July 1, 2018

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Guardian's Inventory For An Incapacitated Person - Effective July 1, 2018:

• This form pertains to the State of Pennsylvania

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 Pennsylvania’s Form G-05 - Guardian's Inventory For An Incapacitated Person - Effective July 1, 2018 up to date, certain details can change from time-to-time with little or no communication.

Step 1 - Download the correct Pennsylvania 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 Pennsylvania 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 G-05, take a break, and then review. Probate and estate settlement processes in PA 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 G-05 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 G-05 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 Guardian's Inventory For An Incapacitated Person - Effective July 1, 2018 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 Pennsylvania.

5 reasons you should submit G-05 as quickly as possible:

1. The sooner you begin, the faster Pennsylvania 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 Pennsylvania. 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 Pennsylvania 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 Pennsylvania 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 Pennsylvania probate clerk or court for exact answers regarding Form G-05, and when in doubt— consult a qualified trust & estates lawyer for that area.

Guardian's Inventory For An Incapacitated Person - Effective July 1, 2018 is one of the many probate court forms available for download through Atticus.

It may also be available through some Pennsylvania 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 Pennsylvania.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form G-05 - Guardian's Inventory For An Incapacitated Person - Effective July 1, 2018 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 Pennsylvania probate court office.

Guardian's Inventory For An Incapacitated Person - Effective July 1, 2018 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 Pennsylvania-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 Pennsylvania Form G-05 - Guardian's Inventory For An Incapacitated Person - Effective July 1, 2018. You can use this to get an idea of the context of the form and what type of information is needed.

COURT OF COMMON PLEAS ____________________ COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION GUARDIAN'S INVENTORY FOR AN INCAPACITATED PERSON Estate of: _________________________________________________________, an Incapacitated Person Name of Incapacitated Person Case File No: _____________________ DATE COURT APPOINTED YOU AS GUARDIAN: ____________________________________________________ PART I: INTRODUCTION Inventory type: ̈ Initial ̈ Amended PART II: ASSETS (PRINCIPAL) 1. List all bank accounts, real estate, burial accounts, and other personal property below. If the property is owned by both the incapacitated person and others, indicate in the last column the name of the co-owner. AssetValueName of Co-Owner(s) TOTAL Form G-05 Effective July 1, 2018Page 1 of 8 Is any property (specifically bank accounts or real estate) co-owned by the Incapacitated Person and the guardian? 2. Yes No If yes: On what date was the property acquired?a. b.On what date was the guardian's name added? c.The guardian is: ________________________ ________________________ an individual having access or control over the account an owner of the account ̈ ̈ ̈ ̈ Does the Incapacitated Person have a homeowners insurance policy for real property?3. If yes: Carrier:a. b.Coverage period: _______________________________________ _______________________________________ ̈ Yes (Copy of policy to be provided upon request) ̈ No Does the Incapacitated Person have an automobile insurance policy?4. If yes: Carrier:a. b.Coverage period: _______________________________________ _______________________________________ ̈ Yes (Copy of policy to be provided upon request) ̈ No Does the Incapacitated Person have a safe deposit box?5. Yes, in sole name Yes, in joint name(s). List the name(s) of joint owner(s): _________________________ If yes: Location of safe deposit box:a. b.Are there plans to inventory the contents? _______________________________________ No Yes No ̈ ̈ ̈ ̈ ̈ Form G-05 Effective July 1, 2018Page 2 of 8 PART III: ANNUAL INCOME List all sources of income for the Incapacitated Person:1. Does the Incapacitated Person receive any of the following as income?Specify Amount Alimony or Support YesNo ̈ ̈ Annuity Payments YesNo ̈ ̈ Dividends YesNo ̈ ̈ Interest Income YesNo ̈ ̈ IRA Distributions YesNo ̈ ̈ Long Term Care Insurance Benefits YesNo ̈ ̈ Pension/Retirement Benefits (for example: 401(k), 403(b), etc.) YesNo ̈ ̈ Public Assistance YesNo ̈ ̈ Rental Property Income YesNo ̈ ̈ Royalties (including from mineral and land rights) YesNo ̈ ̈ Social Security Benefits (Retirement, Disability, SSI) YesNo ̈ ̈ Tax Refund YesNo ̈ ̈ Trust Income YesNo ̈ ̈ Veterans Benefits (disability/pension/aid and attendance) YesNo ̈ ̈ Wages YesNo ̈ ̈ Workers' Compensation Benefits YesNo ̈ ̈ Other YesNo ̈ ̈ TOTAL Form G-05 Effective July 1, 2018Page 3 of 8 PART IV: LIABILITIES/DEBTS 1.List all debts the Incapacitated Person owes, including mortgages, loans, credit card debt, etc. Liabilities/DebtsLenderValue TOTAL DEBTS: PART V: GUARDIAN COVERAGE 1.Was a surety bond required by the decree appointing you as guardian? ̈ Yes (Please attach a copy of the bond) ̈ No 2.Are you a professional guardianship agency or an attorney serving as a guardian? Yes No If yes, do you have professional liability coverage? ̈ ̈ ̈ Yes(Please attach a copy of the insurance policy) ̈ No If no, explain: ________________________________________________________ Form G-05 Effective July 1, 2018Page 4 of 8 If yes: a.List the name of the responsible family member: ______________________________________________________ b.What services does the Incapacitated Person require? ̈ Services from local Area Agency on Aging ̈ Private Companion/Assistance Service Assistance from family members Number of days per week: __________ Number of hours per week: __________ Will compensation be provided? Yes No If yes, indicate compensation amount: _____________________________ ̈ Yes ̈ No ̈ N/A - The Incapacitated Person is already in a supervised residential setting. PART VI: PERSONAL CARE PLAN 1.Can the Incapacitated Person remain in his or her current residence with assistance, or in the home of a relative? ve 2.Will the Incapacitated Person be moved into a supervised residential setting? If yes: a.Indicate the type of supervised residential setting: Domiciliary Care Personal Care Boarding Home / Group Home Assisted Living Facility Other: _______________________________ ̈ ̈ ̈ ̈ ̈ Yes ̈ No ̈ N/A - The Incapacitated Person is already in a supervised residential setting. Nursing Home ̈ __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ Describe the steps that are being taken to move the Incapacitated Person into a supervised residential setting. b. Form G-05 Effective July 1, 2018Page 5 of 8 PART VII: FINANCIAL PLAN Complete the following table using initial inventory or most recent amended inventory.1. Total Annual Incomea. b.Annual estimated expenses Net Income (a minus b) Total assets (principal) (Part III, Question 1)(Part II, Question 1) d. c. 2.Is the net income listed above sufficient to care for the needs of the Incapacitated Person? ̈ Yes ̈ No, but assets (principal) are available if a court order approves expenditures ̈ No, and assets (principal) are not available \\u0016.Indicate any applications for government benefits that have been submitted: Application TypeDate of Submission Social Security Disability Insurance (SSDI) Supplemental Security Income (SSI) Social Security Retirement Benefits Veterans Benefits Medical assistance, long term care Medical assistance, Home Waiver Other (Explain: ___________________________________________) Describe all real estate included in the estate and how it will be maintained or sold:4. _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ Form G-05 Effective July 1, 2018Page 6 of 8 Prior to the appointment of a guardian, has an agent under a Power of Attorney been serving?5. ̈ Yes ̈ No If yes, has an accounting ever been requested or filed with the Orphans' Court? ̈ Yes ̈ No If yes, was the agent the same person as the guardian? ̈ Yes ̈ No PART VIII: MEDICAL INFORMATION 1. 2. Is a no-code (Do Not Resuscitate) provision in place for the incapacitated person? ̈ Yes ̈ No When still capacitated, did the Incapacitated Person execute a durable power of attorney for health care or some other health care directive (including, but not limited to, a POLST, a living will, or a mental health care power of attorney)? ̈ Yes ̈ No If yes, identify the authorized agent for making health care decisions: _____________________________________________________________________________ 3.Are you aware of any will or trust executed by the Incapacitated Person, or any funeral or burial wishes of the Incapacitated Person? ̈ Yes ̈ No If yes, please explain: _______________________________________________________________________________ _______________________________________________________________________________ _______________________________________________________________________________ _______________________________________________________________________________ Has a burial account been established for the Incapacitated Person? ̈ ̈ Yes No If yes, what is the value of the burial account? Form G-05 Effective July 1, 2018Page 7 of 8 I verify that the foregoing information is correct to the best of my knowledge, information and belief; and that this Verification is subject to the penalties of 18 Pa.C.S. §4904 relative to unsworn falsification to authorities. Effective June 1, 2019, I further acknowledge the Notice of Filing must be served within 10 days of the filing of this report pursuant to Pa. O.C. Rule 14.8(b). Date Signature of Guardian of the Estate Name of Guardian of the Estate (type or print) Address City, State, Zip Home Phone Number Office Phone Number Cell Phone Number Email Date Signature of Co-Guardian of the Estate (if applicable) Name of Co-Guardian of the Estate (type or print) Address City, State, Zip Home Phone Number Office Phone Number Cell Phone Number Form G-05 Effective July 1, 2018Page 8 of 8 Email