______________________________________________________________________________
IN THE _________ COURT ____________ COUNTY,
STATE OF OREGON
DEPARTMENT OF PROBATE
In the Matter of the ) No. ______
Guardianship of )
____________, )
person) )
A Protected )
Person. )
GUARDIAN’S REPORT
I am the guardian for the person named above, and I make the following report to the court as required by law:
1. My name is ____________.
2. My address and telephone number are:
______________________
______________________
Phone ____________
3. The name, if applicable, and address of the place where the person now resides are:
______________________
______________________
4. The person is currently residing at the following type of facility or residence:
______________________
5. The person is currently engaged in the following programs and activities and receiving the following services (brief description):
______________________
6. I was paid for providing the following items of lodging, food or other services to the person:
______________________
______________________
7. The name of the person primarily responsible for the care of the person at the person’s place of residence is:
______________________
8. The name and address of any hospital or other institution where the person is now admitted on a temporary or permanent basis are:
______________________
______________________
9. The person’s physical condition is as follows (brief description):
______________________
______________________
10. The person’s mental condition is as follows (brief description):
______________________
______________________
11. Facts that support the conclusion that the person is incapacitated include the following:
______________________
12. I made the following contacts with the person during the past year (brief description):
______________________
13. I limited the person’s association with _____ (Please specifically name any limitations and briefly describe the limitation):
______________________
14. I made the following major decisions on behalf of the person during the past year (brief description):
______________________
15. I believe the guardianship should or should not continue because:
______________________
16. At the time of my last report, I held the following amount of money on behalf of the person: $______. Since my last report, I received the following amount of money on behalf of the person: $______. I spent the following amount of money on behalf of the person: $______. I now hold the following amount of money on behalf of the person: $______.
17. A true copy of this report will be given to the person, any conservator for the person and any other person who has requested notice.
18. Since my last report:
(a) I have been convicted of the following crimes (not including traffic violations):
______________________
(b) I have filed for or received protection from creditors under the Federal Bankruptcy Code (yes or no): _____.
(c) I have had a professional or occupational license revoked or suspended (yes or no): _____.
(d) I have had my driver license revoked or suspended (yes or no): _____.
19. Since my last report, I have delegated the following powers over the protected person for the following periods of time (provide name of person powers delegated to):
______________________
I hereby declare that the above statement is true to the best of my knowledge and belief, and that I understand it is made for use as evidence in court and is subject to penalty for perjury.
Dated this ___ day of ________, 2___.
______________________
Guardian
NOTICE: ANY PERSON INTERESTED IN THE AFFAIRS OR WELFARE OF THE PROTECTED PERSON WHO IS THE SUBJECT OF THIS REPORT WHO HAS CONCERNS ABOUT THIS REPORT OR THE GUARDIAN’S PERFORMANCE MAY CONTACT THE COURT AS FOLLOWS:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
(2) If the guardian indicates in the report under subsection (1) of this section that the guardianship should not continue or fails to provide adequate information in the report supporting the continuing need for the guardianship, the court shall order the guardian to supplement the report or to file a motion to terminate the protective proceeding under ORS 125.090.
(3) Failure of the guardian to comply with an order under subsection (2) of this section before the 30th day following the date of the order is grounds for removal under ORS 125.225 (1).
(4) If the guardian fails to comply with an order issued under subsection (2) of this section, the court, on its own motion or on the petition of any other person, shall order the guardian to appear and show cause why the guardian should not be removed.
(5) The court shall serve a copy of any order issued under subsection (2) or (4) of this section and a copy of the report filed under subsection (1) of this section and supplemental materials, if any, upon those persons entitled to notice under ORS 125.060 (3).
(6) If a guardian was appointed because the protected person is a vulnerable youth, the court may in its discretion:
(a) Require a guardian for a vulnerable youth to file written reports with the court more frequently than required under subsection (1) of this section; or
(b) Permit the report to be in an alternate form approved in advance by the court. [1995 c.664 §32; 1997 c.717 §6; 2007 c.284 §4; 2013 c.218 §16; 2017 c.391 §6; 2019 c.77 §3; 2019 c.198 §6; 2021 c.399 §13]
Structure 2021 Oregon Revised Statutes
Volume : 03 - Landlord-Tenant, Domestic Relations, Probate
Chapter 125 - Protective Proceedings
Section 125.005 - Definitions.
Section 125.010 - Protective proceedings.
Section 125.015 - Jurisdiction of protective proceedings; proceedings in other states.
Section 125.020 - Venue for protective proceedings.
Section 125.025 - Authority of the court in protective proceedings.
Section 125.030 - Use of limited judgment in protective proceedings.
Section 125.035 - Reports to Legislative Assembly regarding protective proceedings.
Section 125.055 - Petitions in protective proceedings.
Section 125.060 - Who must be given notice.
Section 125.065 - Manner of giving notice.
Section 125.070 - Contents of notice.
Section 125.075 - Presentation of objections.
Section 125.080 - Hearing; appointment of counsel.
Section 125.082 - Notice of appointment.
Section 125.085 - Motions after appointment of a fiduciary; disclosure of protected information.
Section 125.090 - Termination of proceedings.
Section 125.095 - Fees, costs and disbursements payable in protective proceedings.
Section 125.098 - Factors in determining award of attorney fees; appeal.
Section 125.150 - Appointment of visitors.
Section 125.155 - Visitor’s report.
Section 125.165 - Qualifications and standards for visitors.
Section 125.170 - Payment and reimbursement for visitor services.
Section 125.205 - Persons not qualified to act as fiduciary.
Section 125.210 - Circumstances requiring notice to court.
Section 125.215 - Acceptance of appointment as fiduciary; notice of proceedings to fiduciary.
Section 125.221 - Conflicts of interest.
Section 125.225 - Removal of fiduciary.
Section 125.230 - Termination of fiduciary’s authority; discharge of fiduciary.
Section 125.240 - Professional fiduciaries.
Section 125.242 - Exemptions for financial institutions and trust companies.
Section 125.305 - Order of appointment.
Section 125.310 - Letters of guardianship.
Section 125.315 - General powers and duties of guardian.
Section 125.320 - Limitations on guardian.
Section 125.323 - Limits on association.
Section 125.325 - Guardian’s report.
Section 125.405 - Letters of conservatorship.
Section 125.410 - Conservator’s bond.
Section 125.415 - Termination of bond by surety.
Section 125.425 - Powers of conservator to pay expenses of protected person and dependents.
Section 125.430 - Sale of protected person’s residence.
Section 125.440 - Acts conservator may perform only with court approval.
Section 125.445 - Acts authorized to be performed without prior court approval.
Section 125.455 - Power of competent protected person over estate.
Section 125.465 - Discovery of property; examination by conservator.
Section 125.470 - Filing of inventory required; supplemental inventory.
Section 125.475 - Conservator’s accounting to court; contents.
Section 125.485 - Liability of conservator.
Section 125.490 - Status of persons dealing with conservator.
Section 125.495 - Payment of claims against estate or protected person.
Section 125.500 - Enforcement of claim against estate or protected person.
Section 125.510 - Procedure where claim disallowed.
Section 125.515 - Effect of presentation of claim on statute of limitations.
Section 125.520 - Order of payment of expenses and claims.
Section 125.525 - Termination of conservatorship.
Section 125.540 - Payment of debt and delivery of property to foreign conservator.
Section 125.605 - Procedure for appointment of temporary fiduciary.
Section 125.610 - Report of temporary fiduciary.
Section 125.650 - Other protective orders.
Section 125.675 - Definitions.
Section 125.678 - Appointment; term; responsibilities; delegation of duties; rules.
Section 125.680 - Duties of Oregon Public Guardian and Conservator.
Section 125.683 - Needs assessment; access to records; written plan for services.
Section 125.689 - Oregon Public Guardian and Conservator Fund.
Section 125.691 - Oregon Public Guardian and Conservator Protected Person Trust Account.
Section 125.693 - High-risk teams; appointment; membership; duties.
Section 125.694 - Confidentiality.
Section 125.700 - Office of county public guardian and conservator; expenses; termination.
Section 125.705 - Effect of vacancy in office of county public guardian and conservator.
Section 125.710 - Powers and duties of county public guardian and conservator.
Section 125.715 - Bond; exoneration of surety.
Section 125.720 - Deposit of funds.
Section 125.730 - Fees prohibited.
Section 125.800 - Short title.
Section 125.802 - Definitions.
Section 125.805 - International application.
Section 125.807 - Communication between courts.
Section 125.810 - Cooperation between courts.
Section 125.812 - Taking testimony in another state.
Section 125.815 - Definitions; significant-connection factors.
Section 125.817 - Exclusive basis.
Section 125.820 - Jurisdiction.
Section 125.822 - Special jurisdiction.
Section 125.825 - Exclusive and continuing jurisdiction.
Section 125.827 - Appropriate forum.
Section 125.830 - Jurisdiction declined by reason of conduct.
Section 125.832 - Notice of proceeding.
Section 125.835 - Proceedings in more than one state.
Section 125.837 - Transfer of guardianship or conservatorship to another state.
Section 125.840 - Accepting guardianship or conservatorship transferred from another state.
Section 125.842 - Registration of guardianship orders; fee.
Section 125.845 - Registration of conservatorship orders; fee.
Section 125.847 - Effect of registration.
Section 125.850 - Uniformity of application and construction.
Section 125.852 - Relation to Electronic Signatures in Global and National Commerce Act.