CAUSE NO.____________

IN THE MATTER OF                                                d                      IN THE COUNTY COURT

GUARDIANSHIP OF                                                 d                      OF

_________________________                                  d                      TAYLOR COUNTY, TEXAS

Minor/Incapacitated Person                                                                                    (FORM REVISED 1-18-07)

 

 

DATE GUARDIANSHIP WAS GRANTED:______________________________________(REQUIRED)

   All information in this report is REQUIRED.  Do not leave any blanks.

 ANNUAL REPORT OF THE GUARDIAN OF THE PERSON

I, the undersigned, represent that I am the Guardian of the above named ward, and that my Annual Report to

the Court is as follows:

I.          Present condition of the ward: ______ living: ______ deceased.

             If ward is deceased, you will need to close the guardianship as follows: Give date of death:

________________; place of death: __________________________. (If you are guardian of the person

only, sign and send this form to the County Clerk.  If you are guardian of both the estate and person, sign this form, and

file it with the County Clerk along with the Final Account and Order to Close Guardianship.  Your attorney can assist

you in filing a Final Accounting.)

 

2..        Guardian’s Name: _____________________Address:____________________

            City:________________________State:__________Zip Code:______________

            Day phone: (        )______________________ Evening phone: (          )_____________________

            Relationship to Ward: _________                           _____________________________________

3.         Ward’s present address:_____________________                           _______________________

            City:____________________State:__________Zip Code:____________

            Phone No: (    )________________________________________________

            Date of Birth: ______________________________ Age: ___________________

            REASON FOR GUARDIANSHIP:

            ___ Minor   __ Mental Retardation _____ Alzheimer’s Disease______ Senile Dementia

            ______ Head Injury         _____ V.A.  ______Chronic Chemical Dependency.  

            Other:_________________________________________________________________________

4.         Where does the Ward live?    _____State School;_____  at own home;       _______ nursing home;

            ______  Guardian’s home;  ____ Foster home; _____ boarding home;   _______ hospital/medical

            facility;  _____ relative’s home (relationship to ward) _____________________________________ .

            If ward is in a state school, nursing home or hospital/medical facility, give name     of facility:

            _______________________________________________.

 

5.         How long has Ward lived at above? __________.  If there has been a change in    the past year, give

            reason for the change: ____________________________________________________________

            ______________________________________________________________________________.

6.         Date Guardian last saw Ward: ____________ How many times has the Guardian seen the Ward

            in the past year?_________________________________________________________________

7.         Annual Income of the Ward: _______________ SSI ____________Gov’t Benefits ____________

            Work Earnings _____________________

            Does Guardian have possession or control of the Ward’s estate?________

            Is there a separate Guardian for the Ward’s estate? ________ yes _______ no

            If yes, does Guardian of the Person receive an allowance from Guardian of the Estate?

            Yes________ No  _________

8.         The guardian’s bond is either _______ a personal surety bond in     the amount of_____________;

          or ________ a corporate surety bond in the       amount of________ AND is on file in this cause’s court

           file.  If the bond is a corporate surety bond, it was renewed on _______ and expires on _________.

9.         A. During the past year, the Ward’s mental health has : _______ improved _______ deteriorated 

            ____________ remains unchanged.

            If there has been a change, please explain: ___________________________________________

            ______________________________________________________________________________.

            B. During the past year, the Ward’s physical health has: ___________ improved

            ___________  deteriorated                 ___________  remains unchanged.

            If there has been a change, please explain: ____________________________________________

            _______________________________________________________________________________.

10.       A. Is Ward under regular physician’s care? ______ yes ______ no.

            B. During the past year, the Ward has been treated or evaluated by the following

                professionals with date or type of service reflected:

 

            Physician: _______________________________________________________________________

            Date or Type:_____________________________________________________________________

 

            Psychiatrist:______________________________________________________________________

            Date or Type:_____________________________________________________________________

 

            Psychologist: ____________________________________________________________________

            Date or Type:____________________________________________________________________

 

            Dentist: ________________________________________________________________________

            Date or Type:____________________________________________________________________

 

            Social Worker:____________________________________________________________________

            Date or Type:______________________________________________________________


  Qualified Mental Retardation Professional: _____________________________________________

  Date or Type:_____________________________________________________________________

11.       During the past year the Ward has participated in the following activities:    Describe:

             Recreational ____________________________________________________________________

            Social:  _________________________________________________________________________

            Occupational ____________________________________________________________________

            _____________________________________________________________________________ or

            No activities available___ Refuses to participate___ Unable to participate   ___

 

            (You may continue writing on the back at any time)

 

12.       The Ward’s living arrangements are: __ Excellent__ Average__ Below-Average. If below

            average, please explain:____________________________________________________________

             ______________________________________________________________________________.

13.       Ward is _______ content with living situation _________ unhappy with living situation.

            Please explain: __________________________________________________________________.

14.       The Ward’s unmet needs (if any) are: _________________________________________________

            ________________________________________________________________________________

15.       If the Ward is a Minor, is the Ward presently attending school? _____ yes ______no.

            If yes, please give the name of the school, school’s phone number for possible verification.    

            ________________________________________________________________________________

            Describe the Ward’s progress in school:____ Fair ____ Good ___ Excellent ___ No visible progress

16.       The powers authorized by this guardianship should be: _____ increased     ______ decreased

            ____ unaltered.  Please explain if a change is recommended:

            ________________________________________________________________________________

17.       Any additional information the Guardian desires to share with the Court: ______________________

            _______________________________________________________________________________.

18.       If this Guardianship should be continued, then state why below: if it should not be continued, contact

            your attorney about closing it.

            _____________________________________________________________

 

           

 

 

NOTE TO GUARDIAN:  Your next annual Report of the Guardian is past due on the 60th day after the one-year anniversary of the guardianship.  See your Letter of Guardianship for the exact due date.

 

OATH OF GUARDIAN

STATE OF TEXAS

COUNTY OF TAYLOR

            Before me, the undersigned authority, on this the ______ day of __________, 20____, personally

appeared __________________________ who being first duly sworn on oath that the within and foregoing

Report is a true, correct and complete statement of the present condition, welfare, and well-being of ____________________________________________, a minor/incapacitated person as of this date:

 

                                                SIGNED: ______________________________________

                                                                                                Guardian

 

SWORN TO AND SUBSCRIBED BEFORE ME, on this ______ day of ___________, 20_____.

           

 

                                                                                    ___________________________

                                                                                    NOTARY PUBLIC

                                                                                    IN AND FOR THE STATE OF TEXAS

 

 

 

 

 

 

 

 

 

 

 

 

DO NOT WRITE BELOW THIS LINE -- FOR COUNTY JUDGE USE ONLY

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

ORDER ACCEPTING ANNUAL REPORT OF THE GUARDIAN OF THE PERSON

            On _____________________, 20____, came on to be considered the Annual Report of the

Guardian of the Person of ____________________________, WARD. The Court further finds that the

Guardian's Bond filed with this Court is either a _____ personal surety bond or a _______  corporate surety

bond and Orders that it remain in full force and effect. The Court having examined said Report, it is

THEREFORE ORDERED ENTERED AS RECORD.  The next annual report is due on the ______ day of

__________, 20______; and, past due 60 (sixty) days after this date.  The Letters of Guardianship expire

on the _________ day of _______________, 20_____.

            SIGNED this _______ day of __________________, 20____.

 

__________________________________

                                                                        Judge, County Court

                                                                        Taylor County, Texas