Computation Of Attorney Fees Form Page 27
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60Adopted: 2/1/05
Revised: 07/10/15
LOCAL RULE 66.1
GUARDIANSHIPS
(A)
Incompetents
(1)
The guardian of the person and/or estate shall receive a guardian’s handbook issued
by the Court. The handbook shall provide the guardian with general information
regarding the guardian’s duties and responsibilities. The cost of the handbook will
be assessed to the guardian of the estate.
(2)
The guardian of the person shall file an annual plan and annual guardian’s report,
except that if no guardian of the person was appointed, then the guardian of the
estate shall file the report. The first report is due one (1) year after the date of the
appointment of the guardian. Subsequent reports are due annually from the date of
the filing of the last report.
If a physician or licensed clinical psychologist states on an expert evaluation that,
to a reasonable degree of medical certainty, it is unlikely that the ward’s mental
competence will improve, the guardian may apply to the Court to dispense with the
filing of updated statements of expert evaluation when filing subsequent reports.
(3)
The funds and assets of the ward shall not be accessed through an automated teller
machine or debit card. Electronic payment of routine and recurring expenses is
permitted with Court approval.
(4)
An application for authority to expend funds shall not be approved until a
guardian’s inventory has been filed in the case. Funds and assets held in the name
of the ward shall not be released to the guardian except upon order of the Court. An
application to release funds to the guardian shall state the value of the funds or
assets sought to be released.
(5)
The guardian of the person and/or estate shall notify the Court of the death of the
ward by written notice no later than sixty (60) days after the death of the ward.
(6)
Guardianships of the estate that involve Veterans’ Benefits are subject to and must
comply with R.C. Chapter 5905 and all other rules and regulations of the United
States Department of Veterans Affairs. Applications for authority to expend funds
shall be approved by the Department of Veterans Affairs or shall be set for hearing
with notice given to the Department of Veterans Affairs.
(7)
The guardian of the estate shall deposit the ward’s will with the Court for
safekeeping according to the procedures set forth in R.C. 2107.07.
(8)
An applicant to be appointed guardian, except a state agency, shall complete a
criminal record check that is acceptable to the Court.
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