Report Of Guardian Of The Estate - 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.

Report Of Guardian Of The Estate - 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 Report Of Guardian Of The Estate - Effective July 1, 2018

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Report Of Guardian Of The Estate - 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-02 - Report Of Guardian Of The Estate - 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-02, 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-02 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-02 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 Report Of Guardian Of The Estate - 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-02 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-02, and when in doubt— consult a qualified trust & estates lawyer for that area.

Report Of Guardian Of The Estate - 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-02 - Report Of Guardian Of The Estate - 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.

Report Of Guardian Of The Estate - 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-02 - Report Of Guardian Of The Estate - 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 REPORT OF GUARDIAN OF THE ESTATE Estate of: _________________________________________________________, an Incapacitated Person Name of Incapacitated Person Case File No: _____________________ DATE COURT APPOINTED YOU AS GUARDIAN: ____________________________________________________ PART I. INTRODUCTION Name(s) of Guardian(s):1. 2. ̈ No Yes ̈ Is this a limited Guardianship? 3. Report Period This is the Report for the period from _____________________________ to _____________________________ (the Report Period); or ̈ This is the Final Report for the period from _____________________________ to _____________________________ (the Report Period) and is filed for the following reason: ̈ ̈ The death of the Incapacitated Person. Date of Death: __________________________________________ Name of Executor/Administrator: ______________________________________________________ ̈ The Guardianship was terminated by a court order dated: ___________________________________ ̈ Transfer of Guardianship to:_________________________________________________________ Date of court order approving transfer:________________________________________________ Form G-02 Effective July 1, 2018 p. 1 of 9 List all sources of income received during the Report Period: PART II. INCOME Did the Incapacitated Person receive any of the following? Amount During Report Period Yes No ̈ ̈ 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 ̈ ̈ Worker's Compensation Benefits YesNo ̈ ̈ Other TOTAL 1. p. 2 of 9 Form G-02 Effective July 1, 2018 PART III. ANNUAL EXPENSES 1. List all payments made for the care and maintenance of the Incapacitated Person during the Report Period. ExpenseTo Whom Was It Paid? Total for Report Period Auto Insurance Cable/Satellite/Internet Child/Spousal Support/Alimony Clothing Condo/Co-op Assessments Debt (incurred prior to your appointment) Entertainment Fees/Costs Paid to Guardian Food Gifts - Personal or Charitable Home Health Care/Personal Aide Homeowners Insurance Home/Property Maintenance & Repair Income Taxes Life Insurance Premiums Medical Insurance Premiums Medical Expenses Medicine Mortgage Nursing Home/Assisted Living/Institutionalized Care Personal Expenses (including allowance) Phone/Cell Phone Real Estate Taxes Rent Utilities Other TOTAL p. 3 of 9 Form G-02 Effective July 1, 2018 If yes, has it been used during this report period? NoYes NoYes ̈ ̈ ̈ ̈ 2. Does the Incapacitated Person have a credit card(s)? What is the current balance on the credit card(s)? PART IV. COMPARING INCOME AND EXPENSES 1.Total Income (Part II, Question 1 TOTAL): 2.Unspent Income from Previous Year (Part IV, Question 5 from Last Year's Report): 3.Add lines 1 and 2 together to calculate this year's TOTAL INCOME: 4.Total Expense (Part III, Question 1 TOTAL): Subtract line 4 from line 3. If amount is positive, enter it here to show UNSPENT INCOME, otherwise enter $0: 5. 6.Subtract line 4 from line 3. If amount is negative, enter it here to show PRINCIPAL SPENT, otherwise enter $0: Is line 6, PRINCIPAL SPENT, greater than $0? Yes - Date of Court Order: No - Explain why court approval was not obtained: __________________________________________________________________________________ __________________________________________________________________________________ __________________________________________________________________________________ ̈ ̈ 7. Yes No If yes, was a court order obtained? ̈ ̈ PART V. ASSETS Description/Source Value at the end of Report Period 1.What was the value of the assets reported on the Inventory? 2.List any additional assets received during the Report Period (for example: gifts, inheritance, burial account, lawsuit recovery, etc.) TOTAL p. 4 of 9 Form G-02 Effective July 1, 2018 Yes - Date of Court Order: No - Explain why court approval was not obtained: ___________________________________________________________________________ ___________________________________________________________________________ ___________________________________________________________________________ 4. ̈ Yes ̈ No 5. List any assets transferred to a third party such as a spouse or child. Transferred To p. 5 of 9 Form G-02 Effective July 1, 2018 Asset Relationship to IP Amount Order Date or Reason Not Approved ̈ ̈ Does the Incapacitated Person live in the house/condo/co-op? If purchased during the Report Period, what was the purchase price? If real property was sold during the Report Period, what was the sale price? Was a court order obtained if property was purchased or sold? b. c. d. e. Does the incapacitated person own a house/condo/co-op? ̈ Yes - Answer Questions a - e ̈ No a. Address of property: 3. Where are all the assets deposited or held at the end of th eReport Period? List of Assets: Type and Location Co-Owners Value at the end of Report Period TOTAL PART VII. ATTORNEY'S FEES Were attorney's fees paid during the Report Period? 1. Yes - Complete the table belowNo - Skip to Part VIII ̈ ̈ PART VIII. REPRESENTATIVE PAYEE Social Security Administration (SSA) Benefits1a. The Incapacitated Person does not receive SSA benefits. The Guardian acts as the representative payee - attach a copy of the report provided to the SSA during this Report Period. The Guardian is not the representative payee for SSA benefits. The payee is______________________. ̈ ̈ ̈ p. 6 of 9 Form G-02 Effective July 1, 2018 Amount Name of Counsel Hourly Rate# of Hours Order Date or Reason Not Approved ̈ Yes - Attach a copy ̈ No 3. Have you maintained a log of your activities as guardian? No - Explain why court approval was not obtained: __________________________________________________________________________________ __________________________________________________________________________________ __________________________________________________________________________________ ̈ ̈ Yes - Date of Court Order: 2. Was the compensation approved by the court? Amount Guardian Name Is Amount Based on Hourly, Monthly or Annual Fee? 1. Did the Guardian receive compensation during the Report Period? ̈ Yes - Complete the table below ̈ No - Skip to Question 3 PART VI. GUARDIAN'S COMPENSATION b. Describe the deductible and any exclusions. Yes No __________________________________________________________________________________ __________________________________________________________________________________ __________________________________________________________________________________ ̈ ̈ 2.If you are a professional guardian, agency or an attorney serving as guardian, do you have professional/guardian liability insurance that covers theft? ̈ Yes - Answer Question a and b. ̈ No - Skip to Part X. ̈ N/A a.Are the coverage limits greater than the assets (Part V, Question 3)? Yes - Please describeNo ̈ 4. Is there any reason any guardian cannot continue to serve as guardian? p. 7 of 9 Form G-02 Effective July 1, 2018 Yes No If yes, has the amount of the surety bond been increased? ̈ Yes. To what amount: ̈ No Is the value of the estate at the end of the Report Period greater than the amount reported at the end of the prior report period? b. Yes No - Provide an explanation as to why not. _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ ̈ ̈ a. Is the surety bond still in effect? No - The court waived a surety bond, skip to Question 2. The Guardian is not the representative payee for VA benefits. The payee is _______________________. 1. Was a surety bond required? ̈ ̈ Yes - In what amount ___________ - and then answer Questions a - b. The Incapacitated Person does not receive VA benefits. The Guardian acts as the representative payee - attach a copy of the report provided to the VA during this Report Period. ̈ 1b. Veterans Administration (VA) Benefits ̈ ̈ ̈ PART IX. SURETY INFORMATION Guardian NameDescription ___________________ ________________________________________________________________ ___________________ ________________________________________________________________ PART XI. SUMMARY If this is the first annual report, state the value of the assets reported on the Inventory. (Use amount from Part V, Question 1 of this Report.) (principal) If this is not the first annual report, state the Total Assets (principal) from the prior Report. (Use TOTAL amount from Part V, Question 3 of prior Report.) What was the total income received during the Report Period? (Use the amount from Part IV, Question 3 of this Report.) What is the total amount of Expenses paid during the Report Period? (Use the amount from Part III, Question 1 of this Report.) What are the Total Assets remaining at the end of the Report Period? (Use the amount from Part V, Question 3 of this Annual Report.) What is the Unspent Income at the end of the Report Period? (Use the amount from Part IV, Question 5 of this Report.) 1. 2. 3. 4. 5. 6. p. 8 of 9 Form G-02 Effective July 1, 2018 4. Is there any reason any guardian cannot continue to serve as guardian? 3. During this Report Period, was any guardian charged with or convicted of a crime? Yes - Please describe Guardian NameDescription _______________________ _______________________ _______________________ _______________ _____________________________________________ _______________________ _______________ _____________________________________________ _____________________________________________________________ _____________________________________________________________ Yes - Please describe ̈ ̈ ̈ No ̈ ̈ No _____________________________________________________________ ________________ _____________________________________________ Description Guardian Name Yes - Please describeNo ̈ ___________________ ___________________ During this Report Period, have any judgments been filed against any guardian, or has any guardian filed for bankruptcy protection? 2. Guardian Name Dates of TrainingTraining Description StartingEnding Provider If yes, provide the following information: No Yes ̈ ̈ 1. During this Report Period, did any guardian participate in guardianship training? PART X. GUARDIAN INFORMATION 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). Signature of Guardian of the Estate Date Name of Guardian of the Estate (type or print) Address City, State, Zip Home Phone Number Office Phone Number Cell Phone Number p. 9 of 9 Form G-02 Effective July 1, 2018 Email Date Signature of Co-Guardian of the Estate Name of Co-Guardian of the Estate (type or print) Address City, State, Zip Home Phone Number Office Phone Number Email