Marion county circuit court annual guardian's report instructions 2025

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering your name and address in Questions 1 and 2. Ensure you include your complete telephone number.
  3. For Questions 3 and 4, provide the current residence details of the protected person, including the type of facility they reside in.
  4. In Questions 5 through 10, describe the protected person's activities, services received, and their physical and mental conditions.
  5. Question 11 requires you to list reasons for the protected person's incapacitation. Be thorough in your explanation.
  6. For financial details in Question 15, accurately report amounts held, received, spent, and current balances on behalf of the protected person.
  7. Complete the Proof of Mailing section on Page 4 by listing all individuals served with a copy of the report.

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If your estate needs management, a personal representative (executor) will be appointed by the court. Having a will lets you decide who that person will be. You may choose someone familiar with your property and affairs or a professional who can serve as a personal representative.
Under Oregon statute, the personal representative gets a percentage of the value of the assets. This percentage decreases as the value of the assets increases. For the 1st $1000, the personal representative gets 7% or $70. For the next $9000, the personal representative gets 4% or $360.
Professional Guardian Registration Complete the Professional Guardian course. Pass Florida Professional Guardian Examination. Obtain a copy of your complete credit report. Fingerprinting/background check Applicants must undergo fingerprinting before they can be registered with the OPPG. Obtain a $50,000 blanket bond.
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Probate can be started immediately after death and takes a minimum of four months. If the estate includes property that takes a while to sell, or if there are complicated tax or other matters, probate can last much longer. A small estate proceeding cannot be filed until 30 days after death and is complete upon filing.
An affidavit can be filed if the fair market value of the estate is $275,000 or less. Of that amount, no more than $200,000 can be attributable to real property and no more than $75,000 can be attributable to personal property.
The registry provides non-confidential information to the public, including the name of the protected person, the name of the appointed guardian, the protected persons year of birth, whether the guardianship case is active or expired, when the letters of guardianship were issued, the county issuing the guardianship
You must petition the probate court to admit any will to probate and to appoint you as the personal representative. The petition contains some basic background information of the decedent, and this information is described in ORS 113.035 -Petition for appointment of personal representative and probate of will.
File a Petition for Guardianship with a court with probate jurisdiction and notify the allegedly incapacitated person, all close family members, and any person or institution having care or custody of the allegedly incapacitated person during the 60 days preceding filing of guardianship petition. Pay the filing fee.

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