As amended through October 11, 2024
Rule 316 - Guardianship Reports(a) FORM. A guardian must file a report on the form maintained by the Register of Wills or a form that is similar in format and content. The report must be verified in the manner described in Rule 103(c).(b) WHEN TO REPORT. (1)Existing Guardianship. A limited or general guardian must submit a written report to the court at least semi-annually on the condition of the ward and the ward's estate that has been subject to the guardian's possession or control. Unless otherwise ordered by the court, the first report is due 6 months from the date of appointment of the guardian and each succeeding report is due at 6-month intervals. On petition of a person interested in the ward's welfare or on its own initiative, the court may order the guardian to submit a report at such other times as the court may direct.(2)Death of Ward. The guardian must file a notice of death promptly after the ward dies and, within 60 days after the death of the ward, the guardian must file a final report.(c) SERVICE. Guardianship reports must be served upon all parties, upon any person who has filed an effective request for notice, and upon any other persons as the court may direct. The reports must be served by first class mail within 7 days after the report is filed. Proof of service must be by certificate of service.(d) OBJECTION TO GUARDIANSHIP REPORT. Any objection to a guardianship report must be filed within 45 days after the report is filed.Adopted by Order dated March 4, 2022, effective 8/22/2022.