Pennsylvania Probate Form G-03

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

Everything you need to know about Pennsylvania Form G-03, including helpful tips, fast facts & deadlines, how to fill it out, where to submit it and other related PA probate forms.

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About Report Of Guardian Of The 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.

Report Of Guardian Of The 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 Report Of Guardian Of The Person - 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 Person - Effective July 1, 2018:

  • This form pertains to the State of Pennsylvania

  • The official Pennsylvania source for this form is here.

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-03 - Report Of Guardian Of The Person - Effective July 1, 2018 up to date, certain details can change from time-to-time with little or no communication.

How to file Form G-03

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-03, 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-03 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-03 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 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?

👉 Find and Contact your Local Probate Court

👉 What is a Domicile Jurisdiction?

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When Report Of Guardian Of The Person - Effective July 1, 2018 is due

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-03 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-03, and when in doubt— consult a qualified trust & estates lawyer for that area.

How to Download, Open, and Edit Form G-03 Online

Report Of Guardian Of The 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-03 - Report Of Guardian Of The 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.

Report Of Guardian Of The 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.

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Did you know?

  • Form G-03 - Report Of Guardian Of The Person - Effective July 1, 2018 is a probate form in Pennsylvania.

  • Pennsylvania has multiple types of probate and the necessary forms depend on the unique aspects of each estate, such as type and value of assets, whether there was a valid will, who is serving as the personal representative or executor, and even whether or not they also live in Pennsylvania.

  • During probate, all personal representatives and executives in are required to submit a detailed inventory of assets that must separate non-probate assets from probate assets.

  • Probate in Pennsylvania, especially without guidance, can take years to finish and cost upwards of $14,000.

Frequently Asked Questions about Report Of Guardian Of The Person - Effective July 1, 2018

Probate is the government’s way of making sure that when a person dies, the right stuff goes to the right people (including the taxes the government wants).

All of that stuff is collectively known as someone’s “estate”, and it’s the job of the executor or personal representative to fill out all the forms and complete all the required steps to formally dissolve the estate. 

To get instant clarity on the entire probate process and get an idea of the steps, timeline, and best practices, read the Atticus Beginner’s Guide to Probate

The best place? Create an account in Atticus to start getting estate-specific advice. 

You may need a lawyer, you may not, and paying for one when you didn’t need it really hurts. Atticus makes sure you make  the best decisions (plus you can write it off as an executor expense).

We’ve also created a list of other probate services. Be sure to check it out!

An executor is named in someone’s will, and if the deceased didn’t have a will, then the spouse or other close family relative usually steps up to fulfill the role. If no one wants to do it, then a judge will appoint someone. 

The executor is responsible for the complete management of the probate process, including major responsibilities such as:

  • Creating an inventory of all probate assets.

  • Filling out all necessary forms

  • Paying off all estate debts and taxes

  • Submitting reports to the court and beneficiaries as requested

And much more. This process often stretches longer than a year. 

For an idea of what separates executors who succeed from those who make this way harder than it should be, visit our article, Executors of an Estate:
What they do & secrets to succeeding
.

The Exact Text on Form G-03

Here’s the text, verbatim, that is found on Pennsylvania Form G-03 - Report Of Guardian Of The 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 REPORT OF GUARDIAN OF THE PERSON Estate of: _________________________________________________________, an Incapacitated Person Name of Incapacitated Person Case File No: _____________________ DATE COURT APPOINTED YOU AS GUARDIAN: ____________________________________________________ PART I. INTRODUCTION The death of the Incapacitated Person. Date of Death: __________________________________________ Name of Executor/Administrator: __________________________________________________ Transfer of Guardianship to: ______________________________________________________ Date of court order approving transfer: _____________________________________________ ̈ The Guardianship was terminated by a court order dated: ______________________________ IF THIS IS A FINAL REPORT, ONLY COMPLETE PARTS I AND V. Form G-03 Effective July 1, 2018p. 1 of 6 1.Name(s) of Guardian(s): _______________________________________________________________ 2. Is this a limited Guardianship? Yes No 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: Incapacitated Person's date of birth: _____/_____/_____ 1. PART II. PERSONAL INFORMATION ABOUT THE INCAPACITATED PERSON Incapacitated Person's Current Residence:2. ____________________________________________________________________________________________________ ____________________________________________________________________________________________________ ____________________________________________________________________________________________________ Residence of the Incapacitated Person3. ̈ Incapacitated Person's home ( ̈ with part-time home health care aide or ̈ 24/7 assistance) ̈ Your home ̈ Relative's home Relative's Name: ________________________________ Relationship: _________________________ ̈ Domiciliary Care Facility Name: _______________________________________________ Personal Care Boarding Home Facility Name: _______________________________________________ Is this a Memory Support Facility? ̈Yes ̈ No ̈ Assisted Living Facility Facility Name: _______________________________________________ Is this a Memory Support Facility? ̈Yes ̈ No ̈ Nursing Home Facility Facility Name: _______________________________________________ Is this a Memory Support Facility?Yes No Other: ___________________________________________________________ The Incapacitated Person has been in the residence noted in question 3 since: _______________________ 4. 5. Has the Incapacitated Person moved during the Report Period? Yes No ̈ ̈ If yes, date of move: ______________________ If yes, please provide: Reason for move: ____________________________________________________________________ Previous residence/address:___ ____________________________________________________________ Form G-03 Effective July 1, 2018 p. 2 of 6 2.The major medical or psychiatric problems of the Incapacitated Person are as follows: 3.Describe any social, medical, psychological and support services the Incapacitated Person is receiving: _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ 4.Has the Incapacitated Person been hospitalized during the Report Period? PART III. MEDICAL INFORMATION 1. List the medical professionals who have seen the Incapacitated Person during the Report Period: Dentist Eye Doctor Ear Doctor Psychologist or Psychiatrist Physical Therapist Occupational Therapist Social Worker Geriatric Caseworker Other Yes No If yes, date(s) of hospitalization: ______________________ _________________ 5. Has the Incapacitated Person received a mental health assessment during the Report Period? Yes No ̈ ̈ If yes, date(s) of evaluation: ___________________________________________ Form G-03 Effective July 1, 2018 p. 3 of 6 Name Medical Doctor 1. Should the guardianship be: Continued Continued with modifications Terminated ̈ ̈ ̈ PART IV. GUARDIAN'S OPINION 2. Provide the reasons for your opinion. List specific recommended modifications. _______________________________________________________________________________________ _______________________________________________________________________________________ 3. Have you filed a petition for modification or termination? Yes No ̈ ̈ 1. On average, how often did you visit the Incapacitated Person during the Report Period? None Quarterly Monthly Weekly Daily ̈ ̈ ̈ ̈ ̈ I live with the Incapacitated Person PART V. INFORMATION ABOUT THE GUARDIAN ̈ 2. What is the average length of a visit? Less than 15 minutes Between 15 minutes and 1 hour Between 1 and 2 hours More than 2 hours Not applicable ̈ ̈ ̈ ̈ ̈ Have you maintained a log of your activities as guardian?3. Yes - Attach a copy No ̈ ̈ Form G-03 Effective July 1, 2018 p. 4 of 6 4. During this Report Period, did any guardian participate in guardianship training? Yes No If yes, provide the following information: Training Description Provider Dates of Training Guardian Name ̈ ̈ During this Report Period, was any guardian charged with or convicted of a crime? 5. ___________________ ________________________________________________________________ ___________________ ________________________________________________________________ During this Report Period, was a Protection from Abuse Order or Protection from Sexual Violence or Intimidation Order entered against any guardian? 6. 7. Is there any reason any guardian cannot continue to serve as guardian? p. 5 of 6 ̈ No ________________________________________________________________ ________________________________________________________________ ___________________ ___________________ Description ̈ Yes - Please describe Guardian Name ̈ No Description ________________________________________________________________ ________________________________________________________________ ̈ No ̈ Yes - Please describe Guardian Name ___________________ ___________________ Form G-03 Effective July 1, 2018 ̈ Yes - Please describe Guardian Name ___________________ ___________________ Starting Ending Description ________________________________________________________________ ________________________________________________________________ Signature of Guardian of the Person Date Name of Guardian of the Person (type or print) Address City, State, Zip Home Phone Number Office Phone Number Cell Phone Number Form G-03 Effective July 1, 2018 p. 6 of 6 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). Email Date Cell Phone Number Address Office Phone Number Home Phone Number City, State, Zip Name of Co-Guardian of the Person (type or print) Email Signature of Co- Guardian of the Person

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