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Pennsylvania Account Filing Checklist - Guardian of Incapacitated Person

State:
Pennsylvania
Control #:
PA-SKU-2478
Format:
PDF
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Account Filing Checklist - Guardian of Incapacitated Person The Pennsylvania Account Filing Checklist — Guardian of Incapacitated Person is a document used by legal guardians of incapacitated persons in Pennsylvania to assure that all necessary financial accounts have been filed and maintained properly. It includes the following steps: 1. Appointment of Guardian: The court must appoint a guardian to oversee the incapacitated person’s financial affairs. 2. Financial Institution Notification: The guardian must provide written notice to the financial institution that the guardian has been appointed. 3. Account Opening: The guardian must open a financial account in the name of the incapacitated person. 4. Account Maintenance: The guardian must maintain the financial account and provide regular reports to the court. 5. Account Closing: Upon the incapacitated person’s death, the guardian must close the financial account and provide an accounting of all funds. There are two types of Pennsylvania Account Filing Checklist — Guardian of Incapacitated Person: one for guardians of estates, and one for guardians of persons.

The Pennsylvania Account Filing Checklist — Guardian of Incapacitated Person is a document used by legal guardians of incapacitated persons in Pennsylvania to assure that all necessary financial accounts have been filed and maintained properly. It includes the following steps: 1. Appointment of Guardian: The court must appoint a guardian to oversee the incapacitated person’s financial affairs. 2. Financial Institution Notification: The guardian must provide written notice to the financial institution that the guardian has been appointed. 3. Account Opening: The guardian must open a financial account in the name of the incapacitated person. 4. Account Maintenance: The guardian must maintain the financial account and provide regular reports to the court. 5. Account Closing: Upon the incapacitated person’s death, the guardian must close the financial account and provide an accounting of all funds. There are two types of Pennsylvania Account Filing Checklist — Guardian of Incapacitated Person: one for guardians of estates, and one for guardians of persons.

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Pennsylvania Account Filing Checklist - Guardian of Incapacitated Person