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Pennsylvania Guardian of the Estate Annual Report - (for an Incapacitated Person)

State:
Pennsylvania
Control #:
PA-SKU-1150
Format:
PDF
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Guardian of the Estate Annual Report - (for an Incapacitated Person) The Pennsylvania Guardian of the Estate Annual Report — (for an Incapacitated Person) is an annual report that is required to be filed by a Guardian of the Estate of an incapacitated person in the state of Pennsylvania. The report is intended to provide an account of the financial activities of the estate, including income, assets, investments, and expenses. The report must also include a statement regarding the ward's physical and mental condition. The Pennsylvania Guardian of the Estate Annual Report can be filed in two forms: the Long-Form Annual Report and the Short-Form Annual Report. The Long-Form Annual Report must be filed if the estate's total assets exceed $50,000 or if the ward has received or expended funds in the prior year. The Short-Form Annual Report must be filed if the estate's total assets are less than $50,000 and no funds have been received or expended in the prior year. Both forms must be accompanied by a Certification of Compliance and must be filed with the court.

The Pennsylvania Guardian of the Estate Annual Report — (for an Incapacitated Person) is an annual report that is required to be filed by a Guardian of the Estate of an incapacitated person in the state of Pennsylvania. The report is intended to provide an account of the financial activities of the estate, including income, assets, investments, and expenses. The report must also include a statement regarding the ward's physical and mental condition. The Pennsylvania Guardian of the Estate Annual Report can be filed in two forms: the Long-Form Annual Report and the Short-Form Annual Report. The Long-Form Annual Report must be filed if the estate's total assets exceed $50,000 or if the ward has received or expended funds in the prior year. The Short-Form Annual Report must be filed if the estate's total assets are less than $50,000 and no funds have been received or expended in the prior year. Both forms must be accompanied by a Certification of Compliance and must be filed with the court.

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