Instructions For: Report Of Guardian For An Incapacitated Person

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.

Instructions For: Report Of Guardian For An Incapacitated Person is a commonly used form within Virginia. 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 Instructions For: Report Of Guardian For An Incapacitated Person

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Instructions For: Report Of Guardian For An Incapacitated Person:

• This form pertains to the State of Virginia

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 Virginia’s Form CC-1644 - Instructions For: Report Of Guardian For An Incapacitated Person up to date, certain details can change from time-to-time with little or no communication.

Step 1 - Download the correct Virginia 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 Virginia 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 CC-1644, take a break, and then review. Probate and estate settlement processes in VA 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 CC-1644 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 CC-1644 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 Instructions For: Report Of Guardian For An Incapacitated Person 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?

Sponsored by Atticus App

Need help with Virginia Probate?

Join all the other families who have trusted Atticus through probate, and experience the peace that comes from knowing you're taking the right steps, spending the least amount of money, and not wasting a single second.

Start for free

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 Virginia.

5 reasons you should submit CC-1644 as quickly as possible:

1. The sooner you begin, the faster Virginia 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 Virginia. 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 Virginia 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 Virginia 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 Virginia probate clerk or court for exact answers regarding Form CC-1644, and when in doubt— consult a qualified trust & estates lawyer for that area.

Instructions For: Report Of Guardian For An Incapacitated Person is one of the many probate court forms available for download through Atticus.

It may also be available through some Virginia 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 Virginia.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form CC-1644 - Instructions For: Report Of Guardian For An Incapacitated Person 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 Virginia probate court office.

Instructions For: Report Of Guardian For An Incapacitated Person 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 Virginia-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 Virginia Form CC-1644 - Instructions For: Report Of Guardian For An Incapacitated Person. You can use this to get an idea of the context of the form and what type of information is needed.

Form CC-1644 REPORT OF GUARDIAN FOR AN Form CC-1644 I NCAPACITATED ADULT OFFICE OF THE EXECUTIVE SECRETARY SUPREME COURT OF VIRGINIA Form CC-1644 Revised 07/22 Using This Revisable PDF Form 1. Copies Original – submitted to the local Department of Social Services. 2. Prepared by guardian. 3. Preparation details a. If you have any questions about this report, please contact your local office of the Department of Social Services. b. This report should be completed and submitted to the local Department of Social Services four months after appointment as the guardian and annually thereafter. c. Data Element 2 on page 4 is not filled out online. d. Data Elements 3-4 on page 4 are not filled out by the guardian. e. By signing this form, the guardian is certifying that the information contained in the annual report is true and correct to the best of his or her knowledge. FORM CC-1644 (MASTER, PAGE ONE OF FOUR) 07/22 REPORT OF GUARDIAN FOR AN INCAPACITATED PERSON COMMONWEALTH OF VIRGINIA VA. CODE § 64.2-2020 Name of Incapacitated Person: Address of Incapacitated Person: Circuit Court where Guardian appointed: Age: Circuit Court Case No.: Date of Order of Appointment: Date Qualified by Clerk: Guardian’s Name: Telephone Number: ................................................................................................................................................................................... ................................................................................................................................................................................... ................................................................................................................................................................................... Conservator’s Name: Address: [ ] Same as Guardian Telephone Number: ................................................................................................................................................................................... ................................................................................................................................................................................... ................................................................................................................................................................................... [ ] Initial four-month report [ ] Annual report [ ] Final report ..................................................................................................................... REASON FOR FILING FINAL REPORT The period covered by this report is: ............................................................................... to ..................................................................................... . Please make all responses as detailed as possible. 1. Describe the incapacitated person’s living arrangements, including a specific assessment of the adequacy of such living arrangement: ............................................................................................................................................................................................................................................. ............................................................................................................................................................................................................................................. ............................................................................................................................................................................................................................................. ............................................................................................................................................................................................................................................. 2. Describe the current mental, physical and social condition of the incapacitated person (attach additional pages if necessary): .................................................................................................................................................................................................................... Mental: ........................................................................................................................................................................................................................... Physical: ........................................................................................................................................................................................................................ Social: ............................................................................................................................................................................................................................. State any changes in the condition of the incapacitated person in the past year: .................................................................................. ............................................................................................................................................................................................................................................. ............................................................................................................................................................................................................................................. 3. Describe all medical, educational, vocational, social, recreational and any professional services and activities provided to the incapacitated person for the period covered by this report, and state your opinion of the adequacy of the care received by the incapacitated person. The information required by this subdivision shall include (i) the specific frequency or number of times the incapacitated person was seen by such providers; (ii) the date and location of and reason for any 1 3 2 4 5 6 8 7 9 10 11 12 13 14 15 Form CC-1644 REPORT OF GUARDIAN FOR AN Form CC-1644 I NCAPACITATED ADULT OFFICE OF THE EXECUTIVE SECRETARY SUPREME COURT OF VIRGINIA Form CC-1644 Revised 07/22 Data Elements, page one 1. The name of the adult who is the subject of this report (incapacitated person). 2. The address of the incapacitated person. 3. The name of the circuit court where the guardian who is completing this report was appointed. 4. Age of incapacitated person. 5. The case number assigned by the circuit court where the guardian was appointed. 6. The date the guardian who is completing this report was appointed to serve as guardian for the incapacitated person. 7. Date guardian was qualified by clerk. 8. The name, address and telephone number of the person who was appointed guardian for the incapacitated person. 9. The name, address and telephone number of the person who was appointed conservator for the incapacitated person, if applicable. 10. Check this box if the same person was appointed as both guardian and conservator. If checked, the name, address and telephone number need not be repeated. 11. Indicate by checking the applicable box whether this is the initial four-month report, an annual report, or a final report. If this is a final report, indicate the reason for the fi nal report on the provided line. 12. Insert the date the reporting period began and the date the reporting period ended. 13. Provide information requested. 14. Provide information requested. 15. Provide information requested. FORM CC-1644 (MASTER, PAGE TWO OF FOUR) 07/22 hospitalization of such incapacitated person; and (iii) a description of the educational, vocational, social, and recreational activities in which such incapacitated person participated: ............................................................................................................................................................................................................................................. ............................................................................................................................................................................................................................................. ............................................................................................................................................................................................................................................. ............................................................................................................................................................................................................................................. 4. State whether or not you agree with the current treatment or care plan: ............................................................................................................................................................................................................................................. ............................................................................................................................................................................................................................................. ............................................................................................................................................................................................................................................. ............................................................................................................................................................................................................................................. 5. State your recommendation as to the need for continued guardianship and any recommended changes in the scope of the guardianship, and the steps to be taken to make those changes: ........................................................................................................................................................................................................................................... ........................................................................................................................................................................................................................................... ........................................................................................................................................................................................................................................... ........................................................................................................................................................................................................................................... ........................................................................................................................................................................................................................................... 6. If you incurred expenses in exercising your duties as guardian and if you requested reimbursement or compensation for those expenses, itemize the expenses and list the person(s) from whom you requested reimbursement or compensation: ............................................................................................................................................................................................................................................. ............................................................................................................................................................................................................................................. ............................................................................................................................................................................................................................................. ............................................................................................................................................................................................................................................. ............................................................................................................................................................................................................................................. 7. State the name of any persons whose access to communicate, visit, or interact with the incapacitated person has been restricted and the reasons for such restriction: ........................................................................................................................................................................................... ........................................................................................................................................................................................... ........................................................................................................................................................................................... ........................................................................................................................................................................................... ........................................................................................................................................................................................... 2 1 3 4 Form CC-1644 REPORT OF GUARDIAN FOR AN Form CC-1644 I NCAPACITATED ADULT OFFICE OF THE EXECUTIVE SECRETARY SUPREME COURT OF VIRGINIA Form CC-1644 Revised 07/22 Data Elements, page 2 1. Provide information requested 2. Provide information requested. 3. Provide information requested. If you are requesting reimbursement, you must provide an itemized list of each expense. 4. Provide information requested. FORM CC-1644 (MASTER, PAGE THREE OF FOUR) 07/22 8. Provide a self-assessment as to whether you feel you can continue to carry out the powers and duties imposed upon you by Virginia Code § 64.2-2019 and as specified in the court’s order of appointment pursuant to Virginia Code § 64.2-2009: ........................................................................................................................................................................................... ........................................................................................................................................................................................... ........................................................................................................................................................................................... ........................................................................................................................................................................................... 9. Unless the incapacitated person resides with you, provide a statement of the frequency and nature of any (i) in-person visits from you with the incapacitated person over the course of the previous year and (ii) visits over the course of the previous year from a designee performing such visit. If any visit described in this section is made virtually, please specify. If no visit was made within a six-month period, describe any challenges or limitations in completing such visit. If the incapacitated person resides with you, state as such: ........................................................................................................................................................................................... ........................................................................................................................................................................................... ........................................................................................................................................................................................... ........................................................................................................................................................................................... 10. Provide a general description of the activities taken on by you for the benefit of the incapacitated person during the past year: ........................................................................................................................................................................................... ........................................................................................................................................................................................... ........................................................................................................................................................................................... ........................................................................................................................................................................................... 11. Provide a statement of whether the incapacitated person has been an alleged victim in a report of abuse, neglect, or exploitation made pursuant to Article 2 (§ 63.2-1603 et seq.) of Chapter 16 of Title 63.2, to the extent known, and whether there are any other indications of abuse, neglect, or exploitation of such incapacitated person: ........................................................................................................................................................................................... ........................................................................................................................................................................................... ........................................................................................................................................................................................... ........................................................................................................................................................................................... 12. Provide any other information useful in your opinion: ........................................................................................................................................................................................... ........................................................................................................................................................................................... ........................................................................................................................................................................................... 3 2 1 4 5 Form CC-1644 REPORT OF GUARDIAN FOR AN Form CC-1644 I NCAPACITATED ADULT OFFICE OF THE EXECUTIVE SECRETARY SUPREME COURT OF VIRGINIA Form CC-1644 Revised 07/22 Data Elements, page 3 1. Provide information requested. 2. Provide information requested. If the incapacitated person resides with you, it is not necessary to list the frequency and nature of each interaction with him or her. 3. Provide information requested. 4. Provide information requested. 5. Provide information requested. FORM CC-1644 (MASTER, PAGE FOUR OF FOUR) 07/22 I certify that the information contained in this Annual Report is true and correct to the best of my knowledge. ................................................................................... _________________________________________________________________ DATE SIGNATURE OF GUARDIAN DSS Use Only: Date Received: ............................................................................... Date Reviewed: .................................................................................... ___________________________________________________________________________________ REVIEWER’S SIGNATURE AND TITLE Court Use Only: Date Received: ............................................................................... .......................................................... Clerk 1 2 3 4 Form CC-1644 REPORT OF GUARDIAN FOR AN Form CC-1644 I NCAPACITATED ADULT OFFICE OF THE EXECUTIVE SECRETARY SUPREME COURT OF VIRGINIA Form CC-1644 Revised 07/22 Data Elements, page 4 1. Date signed by guardian completing this report. 2. Signature of guardian completing this report. Not filled out online. 3. For use of Department of Social Services personnel only. 4. For use of court personnel only.