Guardianship Services Handbook

Section 5000

General Information. The Department of Aging and Disability Services (DADS) becomes the legal guardian of an individual when a court finds that the individual is incapacitated and in need of a guardian to protect their best interests. DADS serves as guardian to individuals referred by the Adult Protective Services (APS) Division and the Child Protective Services (CPS) Division of the Department of Family and Protective Services (DFPS). APS refers individuals who are elderly or disabled and whose cases result in valid allegations of abuse, neglect and/or exploitation. CPS refers individuals who are known as Aging-Out Children (AOC) and have been in CPS conservatorship, who are disabled, and substantially unable to provide care for or manage themselves once they become age 18.

DADS and DFPS have joint responsibilities to locate alternate guardians or less restrictive alternatives to guardianship, to determine if there is another individual or entity who is willing, able and appropriate to serve as guardian, or if the proposed ward's conditions and circumstances have been otherwise resolved. When DADS makes the decision to apply for guardianship of an individual or is appointed guardian of either a person or estate, many activities are required in completing the duties and responsibilities of becoming or acting as guardian. This section provides information on the required legal activities from the time the decision is made to apply for guardianship to the time the guardianship is terminated.

Legal Actions and Information
Table of Contents

NOTE: Click on the bold main headings to view sub-topics more quickly.

5100
General Application Procedures
5110
Time Frames for Aging-Out-Child (AOC) Applications
5120
Temporary Guardianship – General Information.
5121
Application for Temporary Guardianship.
5122
Certificate of Medical Examination or Determination of Mental Retardation in Temporary or Permanent Guardianship
5122.1
Certificate of Medical Examination in Temporary or Permanent Guardianship
5122.2
Determination of Mental Retardation in Temporary or Permanent Guardianship
5123
Expiration of Temporary Guardianship
5124
Final Accounting in Temporary Guardianships
5130
Successor Guardian – General Information
5131
Court Intention to Appoint DADS as Successor Guardian
5132
Standard Successor Appointment of DADS as Guardian
5132.1
Successor Appointment for Wards Placed 100 Miles from Court Creating Guardianship
5133
Successor Guardian of a DADS Ward
5140
Outside Legal Representation
5141
Public and Private Legal Services
5142
Guardianship of Citizen of Another Country
5200
Completion of Legal Forms
5210
Signing Legal Forms
5220
Legal Review of Guardianship Forms
5300
Court Costs and Other Expenses
5310
Filing Legal Documents by Mail
5400
Citation and Notice
5410
Citation in Guardianship Cases
5420
Notice in Guardianship Cases
5430
Notification to Adult Siblings when Parental Rights have been Terminated
5440
Waiver of Citation and Notice – General Information.
5450
Notice to Creditors
5460
Notice to Comptroller of Public Accounts
5470
Notification to Department of Veterans Affairs
5500
Working With Court-Appointed Officials – General Information.
5510
Court Investigator/Court Visitor – Release of Information
5520
Attorney Ad Litem or Guardian Ad Litem
5600
Guardianship Hearing and Associated Activities
5610
Appearance of Proposed Ward at Hearing
5620
Oath of Guardian
5630
Letters of Guardianship
5700
Annual Review of Guardianship of Estate
5710
Application to Modify Existing Guardianship or Restore Capacity
5720
Initial Inventory, Appraisement and List of Claims
5730
Amended Inventory or Supplemental Inventory
5740
Late Filing of Initial Inventory
5800
Financial Activities
5810
Monthly Allowance
5811
Expenditure of Funds Other Than Monthly Allowance
5812
Court Approval Not Obtained Prior to Expenditure
5820
Sale of Real Property – General Information.
5821
Application for Sale of Real Property
5822
Completion of Sale of Real Property
5823
Abandonment of Worthless Real Property
5830
Sale of Personal Property – General Information.
5831
Purchase of Items From Ward's Estate
5832
Application for Sale of Personal Property
5833
Completion of Sale of Personal Property
5834
Sale of Livestock
5835
Sale of Motor Vehicles
5836
Sale of Household Contents and Valuables
5836.1
Estate Sales
5837
Sale of Guns and Gun-Related Property
5838
Sale of Items Designated for Heirs in Wills
5839
Abandonment of Worthless Personal Property
5840
Contracts of Sale
5850
Application to Set Investment Plan
5851
Tax Motivated Gifts and Gift Plans
5860
Listing Burial Policies on Annual Accountings and Monthly Allowance
5870
Annual Report of the Person – Requirement to File
5880
Annual Accounting – Requirement to File
5890
Account for Final Settlement