2015 GUARDIANSHIP FORMS

Transcription

1 Florida Lawyers Support Services, Inc. PO Box Orlando, Florida Fax GUARDIANSHIP FORMS Effective January 1, 2015 Developed by members of the Real Property, Probate and Trust Law Section of The Florida Bar. All forms (other than the Inventory & Accounting) carry the Supreme Court required 3" x 3" blank square for Court Clerk's use. Probate Judges prefer and some require the use of 2015 FLSSI forms. Firm: Attorney Name: Attorney Bar #: Physical Address: City/State/Zip: Phone: ( ) Address: OPTION # FORMS AND INDEX -.PDF ON DISK $ This disk provides forms in locked.pdf format which only will only allow the user to open and print forms. If you are looking for the 2015 Guardianship Forms in an interactive or program format please visit to view our list of official licensed vendors. This price includes taxes, shipping, and handling OPTION # FORMS AND INDEX - 1 PHYSICAL COPY OF EACH $ This price includes taxes, shipping, and handling OPTION #3 FORMS A LA CART Orders must meet a $30.00 minimum, which includes S/H fee. Each set is equal to ten copies of the selected form. Option #3 (totals from pages 2-8) $ Florida Sales Tax 6.5% (Florida resident only) $ Shipping/Handling $ 9.00 Option #3 TOTAL $ If you are looking for the 2015Guardianship Forms in an interactive or program format please visit to view our list of official licensed vendors. METHOD OF PAYMENT Either mail this form with check to the address listed above or include credit card information and fax to Visa and MasterCard Only. $ / Charge Card Number Exp. Date Signature of Cardholder Credit card billing address (If different from shipping address above) Printed Name of Cardholder ============================================================== FLSSI USE ONLY Check # $ Authorization date / /2015 # SHIP DATE / /2015 LB $ # January 1, 2015 OFFICE 1

2 I. DISABILITY, GENERALLY G Formal Notice G Formal Notice (adversary) G Proof of Service of Formal Notice G Proof of Service of Formal Notice (adversary) # each G Declaration Naming Preneed Guardian G Designation of Health Care Surrogate II. PROCEEDINGS TO DETERMINE INCAPACITY G Petition to Determine Incapacity G Notice of Petition to Determine Incapacity and for the Appointment of Guardian G Notice of Petition to Determine Incapacity (when no petition for Appointment of guardian has been filed) G Proof of Service by Elisor of Petition to Determine Incapacity, Petition for Appointment of Guardian and Notice G Proof of Service by Elisor of Petition to Determine Incapacity and Notice of Petition G Order Appointing Attorney and Elisor for Alleged Incapacitated Person G Order Appointing Attorney (on Suggestion of Capacity or Petition for Authority) G Order Appointing Examining Committee G Report of Examining Committee Member # $10.00 each G Order Determining Total Incapacity G Order Determining Limited Incapacity G Certificate by Clerk of Service of Order Determining Incapacity G Order Dismissing Petition to Determine Incapacity G Order Assessing Costs Against Petitioner G Order Compensating Examining Committee G Claim of State for Fees Paid and Petition for Payment G Order Directing Payment to State G Order for Compensation of Court- Appointed Attorney 2

3 G Suggestion of Capacity # $2.00 each G Order Giving Notice of Filing Suggestion of Capacity and Appointing Physician to Examine Ward G Order of Restoration (Partial- no objection) G Order of Restoration (Partial - After Hearing) G Order of Restoration (Full-No Objection) G Order of Restoration (Full - After Hearing) G Order Denying Suggestion of Capacity (after hearing) G Notice of Confidential Information Within Court Filing # $6.00 G Notice of Confidential Information Within Court Filings (Contemporaneous Filing) # $2.00 G Notice of Designation of Address for Service of Documents # $2.00 III. APPOINTMENT OF GUARDIANS G Petition for Appointment of Emergency Temporary Guardian # $6.00 each G Petition for Appointment of Guardian of Minor (Guardianship of Person and Property) G Petition for Appointment of Guardian of Minor (Guardianship of Person) G Petition for Appointment of Guardian of Minor (Guardianship of Property) G Petition for Appointment of Plenary Guardian (Incapacity - person and property) G Petition for Appointment of Plenary Guardian (Incapacity - person) G Petition for Appointment of Plenary Guardian (Incapacity - property) G Petition for Appointment of Limited Guardian (Incapacity - person and property) G Petition for Appointment of Limited Guardian (Incapacity - person) G Petition for Appointment of Limited Guardian (Incapacity - property) G Certificate of Service of Petition for Appointment of Plenary Guardian (Notice to persons not served by Clerk) G Certificate of Service of Petition for Appointment of Limited Guardian (Notice to persons not served by Clerk) G Petition for Voluntary Guardianship 3

4 G Order Appointing Guardian Upon Petition for Voluntary Guardianship G Petition of Foreign Guardian to Manage Property of Non-Resident Ward G Order Authorizing Foreign Guardian to Manage Property of Non-Resident Ward G Application for Appointment as Guardian # $10.00 each G Order Directing Investigation G Petition for Exemption of Guardian from Education Requirements G Order Exempting Guardian from Educational Requirements G Order Appointing Emergency Temporary Guardian G Order Appointing Plenary Guardian of Person and Property (incapacitated person) # $2.00 each G Order Appointing Plenary Guardian of Person and Property (incapacitated person-advance directive) G Order Appointing Plenary Guardian of Person (incapacitated person-no known advance directive) G Order Appointing Plenary Guardian of the Person (incapacitated person-advance directive) G Order Appointing Plenary Guardian of Property (incapacitated person) G Order Appointing Limited Guardian of Person and Property (incapacitated person no known advance directive) G Order Appointing Limited Guardian of Person and Property (incapacitated person - advance directive) G Order Appointing Limited Guardian of the Person (incapacitated person no known advance directive) G Order Appointing Limited Guardian of the Person (incapacitated person advance directive) G Order Appointing Limited Guardian of Property (incapacitated person) G Order Appointing Guardian of Person and Property of Minor G Order Appointing Guardian of Person of Minor G Order Appointing Guardian of Property of Minor 4

5 G Oath of Guardian, Designation of Resident Agent and Acceptance G Oath of Corporate Guardian G Bond of Guardian G Letters of Plenary Guardianship of the Person and Property (no known advance directive) G Letters of Plenary Guardianship of the Person and Property (advance directive) G Letters of Plenary Guardianship of the Person (no known advance directive) G Letters of Plenary Guardianship of the Person (advance directive) G Letters of Plenary Guardianship of the Property G Letters of Limited Guardianship of the Person and Property (no known advance directive) G Letters of Limited Guardianship of the Person and Property (advance directive) G Letters of Limited Guardianship of the Person (no known advance directive) G Letters of Limited Guardianship of the Person (advance directive) G Letters of Limited Guardianship of the Property G Letters of Emergency Temporary Guardianship G Letters of Guardianship of the Person and Property G Letters of Guardianship of the Person of Minor G Letters of Guardianship of the Property of Minor G Letters of Voluntary Guardianship (property) G Notice of Confidential Information Within Court Filing G Notice of Confidential Information Within Court Filing (Contemporaneous filing) # $2.00 IV. GUARDIANSHIP ADMINISTRATION G Initial Guardianship Plan (Guardianship Report) of Guardian of The Person (minor ward) G Initial Guardianship Plan (Guardianship Report) of Guardian of the Person (adult ward) G Proof of Service of Initial Guardianship Report of Guardian of the Person 5

6 G Annual Guardianship Plan (Guardianship Report) of Guardian of Person (Minor Ward) G Annual Guardianship Plan (Guardianship Report) of Guardian of Person (adult ward) # $8.00 each G Proof of Service of Annual Guardianship Report of the Guardian of the Person G Physicians Report Adult Ward G Physicians Report Minor Ward G Accounting (Guardianship Report) of Guardian of Property # $12.00 each G Petition for Order Waiving Audit Fees G Order Waiving Audit Fee G Simplified Accounting of Guardian of Property G Proof of Service of Annual Guardianship Accounting of the Guardian of the Property G Order Approving Initial Guardianship Plan of Guardian of the Person G Order Approving Verified Inventory of Guardian of the Property G Order Disapproving Initial Guardianship Plan of Guardian of Person and Compelling Compliance G Order Disapproving Verified Inventory of Guardians of Property and Compelling Compliance G Order Approving Annual Guardianship Plan of Guardian of the Person G Order Approving Annual Guardianship Accounting of Guardian of the Property G Order Disapproving Annual Guardianship Plan of Guardian of Person and Compelling Compliance G Order Disapproving Annual Guardianship Accounting of Guardian of Property and Compelling Compliance G Verified Inventory of Guardian (Initial Guardianship Report of Guardian of the Property) G Proof of Service of Initial Guardianship Report of Guardian of the Property # $2.00 G Inventory of Safe Deposit Box G Proof of Service of Inventory of Safe Deposit Box G Petition for Appointment of Appraiser(s) 6 G Order Appointing Appraiser(s)

7 G Report of Appraiser (single) G Report of Appraisers (multiple) G Petition for Order Designating Depository for Assets G Petition for Order Designating Depository for Assets (investment powers) G Certification by Depository G Order Designating Depository for Assets G Order Designating Depository for Assets (investment powers) G Receipt of Assets by Depository G Receipt of Assets by Depository (investment powers) # $2.00 each G Acceptance and Certification by Depository # $2.00 each G Petition for Appointment of Court Monitor G Order Appointing Court Monitor G Petition for Interim Judicial Review # Sets # $2.00 each G Order of Interim Judicial Review G Petition for Order Authorizing Periodic Payments to Guardian of Person G Schedule of Ward's Estimated Monthly Expenses G Order Authorizing Periodic Payments to Guardian of Person G Petition for Order Authorizing Periodic Withdrawals from Restricted Depository for Payments to Guardian of Person G Order Authorizing Periodic Withdrawals from Restricted Depository For Payments to Guardian of Person G Petition for Order Authorizing Payments for Ward s Dependent G Order Authorizing Payments for Assistance of Ward's Dependent G Petition by Guardian for Order Determining If Payments Should be Made for Ward s Dependent G Order Authorizing Payments for Ward s Dependent (on petition of guardian) G Petition for Order Authorizing Payment of Attorney's Fee and Expenses G Order Authorizing Payment of Fees and Expenses of Attorney 7

8 G Order Authorizing Payment of Fee and Expenses of Attorney (Restricted depository) G Petition for Order Authorizing Payment of Compensation and Expenses of Guardian G Order Authorizing Payment of Compensation and Expenses of Guardian V. SPECIAL PROCEEDINGS G Request for Notice and Copies G Petition for Order Requiring Guardianship Report and Request for Service of Copy G Order Requiring Guardian to File Guardianship Report G Notice of Civil Action G Notice of Designation of Address for Service of Documents VI. TERMINATION OF GUARDIANSHIP G Resignation of Guardian # 4.00 each G Notice of Resignation of Guardian # 2.00 each G Order on Resignation of Guardian # 2.00 each G Petition to Remove Guardian 8 G Order Removing Guardian G Final Report of Guardian of the Property G Petition for Discharge of Guardian G Petition for Discharge of Guardian (depository) G Petition for Discharge of Guardian (Waiver by Ward and consent to distribution) G Petition for Discharge of Guardian (depository waiver by Ward and consent to distribution) G Waiver of Notice, Hearing and All Objections to Petition for Discharge and Final Report and Accounting and Consent to Distribution G Waiver of Service of Notice of Petition for Discharge; Waiver of Final Report and Accounting; and Consent to Distribution G Waiver by Personal Representative of Objections to and Notice and Hearing on Petition for Discharge, Final Report and Accounting; and Consent to Distribution G Waiver of Service of Notice of Petition for Discharge; Waiver of Final Report and Accounting; Receipt of Ward and Consent to Discharge (full waiver) G Receipt of Ward and Consent to Discharge

9 G Receipt of G Order Approving Distribution and Authorizing Discharge of Guardian G Order Approving Distribution and Authorizing Discharge of Guardian (by waiver) G Notice of Final Report and Accounting and Petition for Discharge G Report of Distribution G Order of Discharge of Guardian G Petition for Discharge of Guardian of Person (upon death of Ward) # 2.00 each G Order of Discharge of Guardian of Person (upon death of Ward) # 2.00 each G Notice of Discharge of Guardian of the Person Upon Death of the Ward INDEX of all guardianship forms; includes rule and statutory references pertaining to each numbered form. NOTE: 1 set equals 1 copy (not 10 copies) of the complete index. (8 pages) # $20.00 each 9