From Casetext: Smarter Legal Research

In re Amendments to Fla. Prob. Rules — Guardianship

Supreme Court of Florida
Sep 3, 2020
301 So. 3d 859 (Fla. 2020)

Opinion

No. SC19-1370

09-03-2020

IN RE: AMENDMENTS TO the FLORIDA PROBATE RULES — GUARDIANSHIP

Robert L. McElroy IV, Chair, Palm Beach Gardens, Florida, Jeffrey Scott Goethe, Past Chair, Florida Probate Rules Committee, Bradenton, Florida, Joshua E. Doyle, Executive Director, and Krys Godwin, Staff Liaison, The Florida Bar, Tallahassee, Florida, for Petitioner


Robert L. McElroy IV, Chair, Palm Beach Gardens, Florida, Jeffrey Scott Goethe, Past Chair, Florida Probate Rules Committee, Bradenton, Florida, Joshua E. Doyle, Executive Director, and Krys Godwin, Staff Liaison, The Florida Bar, Tallahassee, Florida, for Petitioner

This matter is before the Court for consideration of proposed amendments to the Florida Probate Rules. We have jurisdiction and adopt the amendments as proposed with minor modifications discussed herein. The Florida Probate Rules Committee (Committee) filed a report proposing amendments to the Florida Probate Rules and the creation of seven new forms. See Fla. R. Jud. Admin. 2.140(f). The Committee's proposals were in response to a referral from the Court asking the Committee to consider several recommendations of the Judicial Management Council's Guardianship Workgroup (Workgroup) that could require rule or form amendments and to propose any amendments the Committee determines are warranted.

See art. V, § 2(a), Fla. Const.

Minor technical corrections are not discussed.

Although the Committee proposes several rule amendments and several new forms to address some of the Workgroup's recommendations, the Committee declined to propose amendments in response to three of the Workgroup's recommendations, which were also addressed in the Committee's report.
--------

The Executive Committee of the Board of Governors of The Florida Bar unanimously approved the Committee's proposals. Pursuant to Florida Rule of Judicial Administration 2.140(f), the proposed amendments were not published for comment before they were filed with the Court. After the Committee filed its proposed amendments, the Court published the proposals for comments and received no comments. Thereafter, the Court issued an order requesting that the Committee file a supplemental report addressing whether any of the proposed new forms should contain a note that a certificate of service should be included when required by Florida Rule of Judicial Administration 2.516(b)(2) (Service of Pleadings and Documents; Service; How Made). The Committee filed the supplemental report as requested, which we have taken into consideration.

The Committee proposes amending rules 5.550 (Petition to Determine Incapacity), 5.560 (Petition for Appointment of Guardian of an Incapacitated Person), 5.649 (Guardian Advocate), and 5.900 (Expedited Judicial Intervention Concerning Medical Treatment Procedures). Additionally, the Committee proposes the adoption of new forms 5.901 (Form for Petition to Determine Incapacity), 5.902 (Form for Petition and Order of Guardian), 5.903 (Letters of Guardianship), 5.904 (Forms for Initial and Annual Guardianship Plans), 5.905 (Form for Petition, Notice, and Order for Appointment of Guardian Advocate of the Person), 5.906 (Letters of Guardian Advocacy), and 5.910 (Inventory). The more significant amendments are discussed below.

We amend subdivision (a)(8) of rule 5.550 to clarify that a petition to determine incapacity must include designations of health care surrogates or other advance directives. Additionally, we amend the rule to require a petitioner seeking guardianship to explain "why the alternatives are insufficient to meet the needs of the alleged incapacitated person."

Next, we amend subdivision (a)(9) of rule 5.560 to require that a petition for appointment of guardian state whether the petitioner has knowledge or belief that there are other possible alternatives to guardianship, and if there are, the petitioner must include an explanation of "why the alternatives are insufficient to meet the needs of the alleged incapacitated person."

Also, we amend subdivision (a)(8) of rule 5.649 to require that a petitioner seeking appointment of a guardian advocate include in the petition whether the petitioner has knowledge that the person with a developmental disability has executed a designation of health care surrogate. If the person with a developmental disability has executed such a document or an advanced directive under chapter 765, Florida Statutes, or a durable power of attorney under chapter 709, Florida Statutes, then the petitioner must explain "why the documents are insufficient to meet the needs of the individual." Further, we adopt new subdivision (a)(9) that requires a statement from the petitioner regarding any knowledge of a preneed guardian designation.

Furthermore, we adopt new rules containing standardized forms, providing public access to forms to help reduce costs and creating uniformity statewide. First, we adopt new rule 5.901, which provides a model form to be used in a petition to determine incapacity pursuant to rule 5.550. Next, we adopt new rule 5.902, which includes a Petition for Appointment of Guardian and an Order for Appointment of Guardian. Further, we adopt new rule 5.903, which includes forms for "Letters of Guardianship of the Person" and "Letters of Guardianship of the Property." We also adopt new rule 5.904, which provides the following guardianship plans: "Initial Guardianship Plan for Minor;" "Annual Guardianship Plan for Minor;" "Initial Guardianship Plan for Adult;" and "Annual Guardianship Plan for Adult." Additionally, we adopt new rule 5.905, which includes a petition, notice, and order for appointment of guardian advocate of the person. We adopt new rule 5.906, which provides model Letters of Guardian Advocacy. Lastly, we adopt new rule 5.910, which is a form for an inventory account. We have added the following statement to rule 5.910, as recommended in the Committee's supplemental report: "A certificate of service as required by Florida Rule of Judicial Administration 2.516 must be included if the incapacitated person is not a minor under 14 years of age and is not totally incapacitated."

Accordingly, the Florida Probate Rules are amended as reflected in the appendix to this opinion. New language is indicated by underscoring; deletions are indicated by struck-through type. The amendments shall take effect immediately upon the release of this opinion.

It is so ordered.

CANADY, C.J., and POLSTON, LABARGA, LAWSON, MUÑIZ, and COURIEL, JJ., concur.

APPENDIX

RULE 5.550. PETITION TO DETERMINE INCAPACITY

(a) Contents. The petition to determine incapacity shall be verified by the petitioner and shall state:

(1) – (7) [No Change]

(8) whether there are possible alternatives to guardianship known to the petitioner, including, but not limited to, trust agreements, powers of attorney, designations of health care surrogates, or other advance directives , and if the petitioner is seeking a guardianship, an explanation as to why the alternatives are insufficient to meet the needs of the alleged incapacitated person.

(b) – (f) [No Change]

Committee Notes

Rule History

1980 Revision – 2017 Revision: [No Change]

2020 Revision: Amends subdivision (a)(8) to address the Judicial Management Council Guardianship Workgroup Final Report dated June 15, 2018, Focus Area 1, Recommendation 3, by requiring an explanation if there are less restrictive alternatives to guardianship, but they are not sufficient to meet the needs of the alleged incapacitated person. Committee notes revised.

Statutory References

§ 709.2104, Fla. Stat. Durable power of attorney.

§ 709.2109, Fla. Stat. Termination or suspension of power of attorney or agent's authority. § 744.1012, Fla. Stat. Legislative intent.

§ 744.104, Fla. Stat. Verification of documents.

§ 744.3045, Fla. Stat. Preneed guardian.

§ 744.3115, Fla. Stat. Advance directives for health care.

§ 744.3201, Fla. Stat. Petition to determine incapacity.

§ 744.331, Fla. Stat. Procedures to determine incapacity.

§ 744.3371, Fla. Stat. Notice of petition for appointment of guardian and hearing.

§ 744.441(11), Fla. Stat. Powers of guardian upon court approval.

§ 744.462, Fla. Stat. Determination regarding alternatives to guardianship.

§ 765.102, Fla. Stat. Legislative intent and findings.

Rule References

[No Change]

RULE 5.560. PETITION FOR APPOINTMENT OF GUARDIAN OF AN INCAPACITATED PERSON

(a) Contents. The petition shall be verified by the petitioner and shall state:

(1) – (8) [No Change]

(9) whether the petitioner has knowledge, information, or belief that there are possible alternatives to guardianship known to the petitioner, including, but not limited to, trust agreements, powers of attorney, designations of health care surrogates, or other advance directives , and if there are possible alternatives to guardianship, an explanation as to why the alternatives are insufficient to meet the needs of the alleged incapacitated person; and

(10) whether the petitioner has knowledge, information, or belief that the alleged incapacitated person has a preneed guardian designation; and

(10 11 ) if the proposed guardian is a professional guardian, a statement that the proposed guardian has complied with the registration requirements of section 744.2002, Florida Statutes.

(b) – (c) [No Change]

Committee Notes

Rule History

1975 Revision – 2016 Revision: [No Change]

2020 Revision: Amends subdivision (a)(9) to address the Judicial Management Council Guardianship Workgroup Final Report dated June 15, 2018, Focus Area 1, Recommendation 3, by requiring an explanation if there are less restrictive alternatives to guardianship, but they are not sufficient to meet the needs of the alleged incapacitated person. Adds a new subdivision (a)(10) to address the Judicial Management Council Guardianship Workgroup Final Report dated June 15, 2018, Focus Area 1, Recommendation 4, by requiring a statement of the petitioner's knowledge of any preneed guardian designation. Committee notes revised.

Statutory References

§ 709.2104, Fla. Stat. Durable power of attorney.

§ 709.2109, Fla. Stat. Termination or suspension of power of attorney or agent's authority.

§ 744.2002, Fla. Stat. Professional guardian registration.

§ 744.3045, Fla. Stat. Preneed guardian.

§ 744.309, Fla. Stat. Who may be appointed guardian of a resident ward.

§ 744.3115, Fla. Stat. Advance directives for health care.

§ 744.312, Fla. Stat. Considerations in appointment of guardian.

§ 744.3201, Fla. Stat. Petition to determine incapacity. § 744.331, Fla. Stat. Procedures to determine incapacity.

§ 744.334, Fla. Stat. Petition for appointment of guardian or professional guardian; contents.

§ 744.3371(1), Fla. Stat. Notice of petition for appointment of guardian and hearing.

§ 744.341, Fla. Stat. Voluntary guardianship.

§ 744.2005 Fla. Stat. Order of appointment.

§ 744.462, Fla. Stat. Determination regarding alternatives to guardianship.

§ 744.2006, Fla. Stat. Office of public guardian; appointment, notification.

§ 765.102, Fla. Stat. Legislative intent and findings.

Rule References

[No Change]

RULE 5.649. GUARDIAN ADVOCATE

(a) Petition for Appointment of Guardian Advocate. A petition to appoint a guardian advocate for a person with a developmental disability may be executed by an adult person who is a resident of this state. The petition must be verified by the petitioner and must state:

(b) – (c) [No Change]

(1) – (6) [No Change]

(7) the name of the proposed guardian advocate, the relationship of the proposed guardian advocate to the person with a developmental disability, the relationship of the proposed guardian advocate with the providers of health care services, residential services, or other services to the person with developmental disabilities, and the reason why the proposed guardian advocate should be appointed. If a willing and qualified guardian advocate cannot be located, the petition must so state; and

(8) whether the petitioner has knowledge, information, or belief that the person with a developmental disability has executed an designation of health care surrogate or other advance directive under chapter 765, Florida Statutes, or a durable power of attorney under chapter 709, Florida Statutes, and if the person with a developmental disability has executed any of the foregoing documents, an explanation as to why the documents are insufficient to meet the needs of the individual; and

(9) whether the petitioner has knowledge, information, or belief that the person with a developmental disability has a preneed guardian designation.

(d) Order. If the court finds the person with a developmental disability requires the appointment of a guardian advocate, the order appointing the guardian advocate must contain findings of facts and conclusions of law, including:

(1) – (3) [No Change]

(4) if the person has executed an designation of health care surrogate, other advance directive, or durable power of attorney, a determination as to whether the documents sufficiently address the needs of the person and a finding that the advance directive or durable power of attorney does not provide an alternative to the appointment of a guardian advocate that sufficiently addresses the needs of the person with a developmental disability;

(5) – (9) [No Change]

(e) [No Change]

Committee Notes

Rule History

2008 Revision – 2019 Revision: [No Change]

2020 Revision: Amends subdivision (a)(8) to address the Judicial Management Council Guardianship Workgroup Final Report dated June 15, 2018, Focus Area 1, Recommendation 3, by requiring an explanation if there are less restrictive alternatives to guardianship, but they are not sufficient to meet the needs of the person with a developmental disability. Adds a new subdivision (a)(9) to address the Judicial Management Council Guardianship Workgroup Final Report dated June 15, 2018, Focus Area 1, Recommendation 4, by requiring a statement of the petitioner's knowledge of any preneed guardian designation. Committee notes revised.

Statutory References

§ 393.063(9), Fla. Stat. Definitions.

§ 393.12, Fla. Stat. Capacity; appointment of guardian advocate.

§§ 709.2101 – 709.2402, Fla. Stat. Florida Power of Attorney Act.

§ 709.2019, Fla. Stat. Termination or suspension of power of attorney or agent's authority.

§ 744.3045, Fla. Stat. Preneed guardian.

§ 765.101, Fla. Stat. Definitions.

§ 765.104, Fla. Stat. Amendment or revocation.

§ 765.202, Fla. Stat. Designation of a health care surrogate.

§ 765.204, Fla. Stat. Capacity of principal; procedure.

§ 765.205(3), Fla. Stat. Responsibility of the surrogate.

§ 765.302, Fla. Stat. Procedure for making a living will; notice to physician.

§ 765.401, Fla. Stat. The proxy.

Rule References

Fla. Prob. R. 5.020 Pleadings; verification; motions.

Fla. Prob. R. 5.540 Hearings.

Fla. Prob. R. 5.681 Restoration of rights of person with developmental disability.

RULE 5.900 850. EXPEDITED JUDICIAL INTERVENTION CONCERNING MEDICAL TREATMENT PROCEDURES

(a) – (d) [No Change]

Committee Notes

[No Change]

Rule History

1991 Revision – 2019 Revision: [No Change]

2020 Revision: Rule was renumbered from 5.900 to 5.850 to allow forms to follow the rules set. Committee notes revised.

Constitutional Reference

Art. I, § 23, Fla. Const.

Statutory References

§ 393.12, Fla. Stat. Capacity; appointment of guardian advocate.

§§ 709.2101 – 709.2402, Fla. Stat. Florida Power of Attorney Act.

§ 709.2109, Fla. Stat. Termination or suspension of power of attorney or agent's authority.

§ 731.302, Fla. Stat. Waiver and consent by interested person.

§ 744.102, Fla. Stat. Definitions.

§ 744.104, Fla. Stat. Verification of documents.

§ 744.3115, Fla. Stat. Advance directives for health care.

ch. 765, Fla. Stat. Health care advance directives.

Rule References

Fla. Prob. R. 5.020 Pleadings; verification; motions.

Fla. Prob. R. 5.040 Notice. PART V — FORMS

The following forms are sufficient for the matters that are covered by them. So long as the substance is expressed without prolixity, the forms may be varied to meet the facts of a particular case. The forms are not intended to be part of the rules and are provided for convenience only.

RULE 5.901. FORM FOR PETITION TO DETERMINE INCAPACITY

MODEL FORM FOR USE IN PETITION TO DETERMINE INCAPACITY PURSUANT TO FLORIDA PROBATE RULE 5.550

In the Circuit Court of the _______________Judicial Circuit, in and for______________________ County, Florida Probate Division Case No.________________________ In Re: Guardianship of ___________________________ Respondent's Name An Alleged Incapacitated Person ___________________________

PETITION TO DETERMINE INCAPACITY

Petitioner, ..... (name of petitioner)....., files this petition seeking a determination of incapacity of the respondent and states:

1. Petitioner's name:_________________________ Petitioner's age: _______________

Petitioner's home address and mailing address: __________________________________ _________________________________________________________________________________________

Petitioner's relationship to the respondent:__________________________________ ___________________________________________________________________________________________

Respondent's name:_______________________ Respondent's age:_______

Respondent's home address, mailing address, county of residence:____________________ ______________________________________________________________________________________________ ______________________________________________________________________________________________

Primary language of the respondent: _________________________________________________

3. The factual basis for alleging incapacity: __________________________________ _________________________________________________________________________________________ _________________________________________________________________________________________

4. List all persons, with their name and address, known to have information relating to the basis for alleging incapacity: ____________________________________________________ _________________________________________________________________________________________ _________________________________________________________________________________________ _________________________________________________________________________________________

5. Which rights are being sought to be removed under section 744.3215, Florida Statutes? Indicate which rights that the petitioner requests be removed from the respondent, but not delegated to a guardian:

() a. to marry. If the right to enter into a contract has been removed, the right to marry is subject to court approval;

() b. to vote;

() c. to personally apply for government benefits;

() d. to have a driver license;

() e. to travel; and

() f. to seek or retain employment.

Indicate which rights that the petitioner requests be removed from the respondent, but may be delegated to the guardian:

() a. to contract;

() b. to sue and defend lawsuits;

() c. to apply for government benefits;

() d. to manage property or to make any gift or disposition of property;

() e. to determine his or her residence;

() f. to consent to medical and mental health treatment; and

() g. to make decisions about his or her social environment or other social aspects of his or her life.

If all of the above are checked a determination of plenary incapacity is requested. If only some of the above are checked a determination of limited incapacity is requested.

6. Is a guardianship being sought? ______ Yes __________ No

Check any possible alternatives to guardianship:

() a. trust agreements;

() b. powers of attorney;

() c. designations of health care surrogates;

() d. other advance directives; or

() e. other __________________________________________________

If a guardianship is being sought, explain why the checked possible alternatives to guardianship are insufficient to meet the needs of the respondent: _____________________________________________________ __________________________________________________________________________________________________________ __________________________________________________________________________________________________________

7. List the names, addresses, phone numbers, and relationships of the living next of kin of the respondent, including date of birth if the person is a minor. If married, this includes the spouse and all of his or her children:

Name Address Relationship ______________ _______________ _________________ ______________ _______________ _________________

8. Name, address, and phone number of family physician, if known: ______________ _________________________________________________________________________________________

WHEREFORE, this court is respectfully requested to determine incapacity of the respondent, award attorney's fees and costs pursuant to Chapter 744, Florida Statutes, and grant such other relief as the court deems just and proper.

Under penalties of perjury, I declare that I have read the foregoing, and the facts alleged are true, to the best of my knowledge and belief.

Signed on .....(date)......

_______________________________ Petitioner's Signature Petitioner's Printed Name:____________ Petitioner's Address:_____________________ _________________________________ Petitioner's Phone Number:_______ Petitioner's E-mail Address:__________

RULE 5.902. FORM FOR PETITION AND ORDER OF GUARDIAN

(a) Petition.

In the Circuit Court of the __________________Judicial Circuit, in and for_______________________ County, Florida Probate Division Case No. ______________________ In Re: Guardianship of ____________________________ Respondent's Name _____________________________

PETITION FOR APPOINTMENT OF GUARDIAN

Petitioner,_____________________, files this petition pursuant to section 744.1097, Florida Statutes, and alleges that:

1. The petitioner, proposed guardian .....(name)....., who is _______ years of age, whose residential address is ______________________________ and post office address is____________________________________. The relationship of the petitioner to the respondent is_______________________.

2. Venue is proper in .....(county)....., pursuant to section 744.1097(2), Florida Statutes, (choose one):

() a. the incapacitated person resides in .....(county)....., Florida;

() b. the incapacitated person is not a Florida resident but owns property in .....(county)....., Florida; or

() c. a debtor of the incapacitated person resides in .....(county)...., Florida and the incapacitated person is not a Florida resident and does not own property in Florida.

3. The nature of the incapacity of the respondent: ________________________ ___________________________________________________________________________________________ ___________________________________________________________________________________________

4. The extent of the guardianship requested for the respondent:

() a. plenary; or

() b. limited.

5. The guardianship requested for the respondent is (choose one):

() a. of the person;

() b. of the property; or

() c. of the person and property.

6. The nature and value of the property subject to guardianship:_______________ ________________________________________________________________________________________________ ________________________________________________________________________________________________

7. The names and addresses of the living next of kin of the respondent are:

Name Address Relationship ______________ _______________ _________________ ______________ _______________ _________________

8. Choose one:

() a. the petitioner proposes that .....(name)..... be appointed as guardian and that ..... (name)..... is qualified to serve;

() b. a willing and qualified guardian has not been located; or

() c. the proposed guardian is a professional guardian and has complied with the registration requirements of section 744.2002, Florida Statutes.

9. The proposed guardian should be appointed because: ________________ ______________________________________________________________________________________ ______________________________________________________________________________________

10. There _______ are or _______ are not alternatives to the appointment of a guardian, such as trust agreements, powers of attorney, designation of health care surrogate, or other advanced directive, known to petitioner.

Under penalties of perjury, I declare that I have read the foregoing, and the facts alleged are true, to the best of my knowledge and belief.

Signed .....(date)......

Signature: __________________________ Petitioner Name: _______________________________ Address: ____________________________ _____________________________________ Phone Number: _______________________ E-mail Address: _____________________

(b) Order.

In the Circuit Court of the ____________ Judicial Circuit, in and for ___________________ County, Florida Probate Division Case No. _____________________ In Re: Guardianship of ________________________ Respondent's Name ___________________________

ORDER FOR APPOINTMENT OF GUARDIAN

1. By order of this court on .....(date)....., the respondent .....(name)..... was adjudicated incapacitated and is now a ward as defined in section 744.102(22), Florida Statutes. The extent of the incapacity is .....(plenary or limited)...... The ward retains the rights listed in section 744.3215(a), Florida Statutes.

2. No alternative to guardianship exists that sufficiently addresses the respondent's needs.

3. A .....(plenary or limited)..... guardianship of the:

() a. person;

() b. property; or

() c. person and property

is consistent with the respondent's welfare and safety, is the least restrictive alternative, and reserves to the respondent the right to make decisions in all matters commensurate with the ward's ability to do so.

4. .....(Name of guardian)..... is qualified to serve as .....(plenary or limited)..... guardian of the:

() a. person;

() b. property; or

() c. person and property of the ward

5. () a. .....(Name of guardian)..... is the standby guardian or preneed guardian;

() b. there is no standby guardian or preneed guardian;

() c. there is a standby guardian or preneed guardian, but such person is not qualified to serve pursuant to section 744.309, Florida Statutes; or

() d. there is a standby guardian or preneed guardian, but appointment of such person is contrary to the best interests of the ward because: _________________ ________________________________________________________________________________________

6. Any additional facts that support the selection of guardian: ______________ ________________________________________________________________________________________ ________________________________________________________________________________________

7. () a. No advance directive exists;

() b. the following advance directive exists and is entitled .....(name of advance directive)..... and is dated .....(date of advance directive).....;

() c. the advance directive is being revoked or modified and the surrogate under the advance directive entitled .....(name of advance directive)..... and is dated.....(date of advance directive)..... was given notice of this proceeding and any motion to revoke or modify the advance directive; or

() d. if the advance directive is being revoked or modified the facts supporting the revocation or modification: _______________________________ ________________________________________________________________________________ ________________________________________________________________________________

ORDERED and ADJUDGED as follows:

8. The court hereby appoints .....(name of guardian)..... as the.....(plenary or limited)..... guardian of the:

() a. person;

() b. property; or

() c. person and property of the ward.

9. The guardian may exercise only those delegable rights that have been removed from the ward and specifically delegated to the guardian, which are:

() a. to contract;

() b. to sue and defend lawsuits;

() c. to apply for government benefits;

() d. to manage property or to make any gift or disposition of property;

() e. to determine the ward's residence;

() f. to consent to medical and mental health treatment; and

() g. to make decisions about the ward's social environment or other social aspects of the ward's life.

10. The guardian may not exercise the following rights, even if such rights were removed from the ward:

a. to marry;

b. to vote;

c. to personally apply for government benefits;

d. to have a driver license;

e. to travel; and

f. to seek or retain employment.

11. The amount of the bond to be given by the guardian is: _______________________

12. The guardian:

() a. must; or

() b. is not required to place all, or part, of the property of the ward in a restricted account in a financial institution designated pursuant to section 69.031, Florida Statutes.

13. () a. No known advance directive exists;

() b. the advance directive entitled .....(name of advance directive)..... and is dated .....(date of advance directive)..... is being modified or revoked as follows:

() i. the surrogate shall not continue to exercise any authority over the ward with regard to health care decisions;

() ii. the surrogate shall continue to exercise authority over the respondent with regard to health care decisions;

() iii. the surrogate shall exercise the following authority over the ward with regard to: ______________________________________________________ ___________________________________________________________________________ __________________________________________________________________; or

() iv. The guardian shall exercise the following authority over the ward with regard to health care decisions: ________________________________ _________________________________________________________________________________ _________________________________________________________________________________

14. The respondent .....(may or may not)..... have a license to carry a firearm or possess a weapon or firearm.

ORDERED this ....(date)......

________________________________ Judge

RULE 5.903. LETTERS OF GUARDIANSHIP

(a) Letters of Guardianship of the Person.

FORM LETTERS OF GUARDIANSHIP OF THE PERSON

In the Circuit Court of the _______________ Judicial Circuit, in and for ______________ County, Florida Probate Division Case No. ________________ In Re: Guardianship of the Person ___________________________________ Ward An Incapacitated Person ___________________________________

LETTERS OF .....(PLENARY OR LIMITED)..... GUARDIANSHIP OF THE PERSON TO ALL WHOM IT MAY CONCERN:

WHEREAS, .....(guardian's name)..... has been appointed .....(plenary or limited)..... guardian of the person of .....(the ward)..... and has taken the prescribed oath and performed all other acts prerequisite to issuance of .....(plenary or limited)..... letters of guardianship of the person of the ward.

NOW THEREFORE, I, the undersigned judge, declare .....(guardian's name)..... duly qualified under the laws of the State of Florida to act as .....(plenary or limited)..... guardian of the person of .....(ward's name)..... with full power to exercise all power or the following powers and duties pertaining to the ward's person:

() 1. to determine his or her residence;

() 2. to consent to medical and mental health treatment; and

() 3. to make decisions about his or her social environment or other social aspects of his or her life;

except the guardian shall not exercise any rights enumerated under section 744.3215(1), Florida Statutes.

The guardian _______ shall ______ not execute any power over any health care surrogate appointed by any valid advance directive executed by the ward, pursuant to section 744.345, Florida Statutes, except upon order of this court.

ORDERED this .....(date)......

____________________ Judge

(b) Letters of Guardianship of the Property.

FORM LETTERS OF GUARDIANSHIP OF THE PROPERTY

In the Circuit Court of the _______________ Judicial Circuit, in and for ______________ County, Florida Probate Division Case No. ________________ In Re: Guardianship of the Property ____________________________________ Ward An Incapacitated Person ____________________________________

LETTERS OF .....(PLENARY OR LIMITED)..... GUARDIANSHIP OF THE PROPERTY TO ALL WHOM IT MAY CONCERN:

WHEREAS, .....(guardian's name)..... has been appointed .....(plenary or limited)..... guardian of the property of .....(the ward)..... and has taken the prescribed oath and performed all other acts prerequisite to issuance of .....(plenary or limited)..... letters of guardianship of the property of the ward.

NOW THEREFORE, I, the undersigned judge, declare .....(guardian's name)..... duly qualified under the laws of the State of Florida to act as .....(plenary or limited)..... guardian of the property of .....(ward's name)..... with full power to exercise all delegable legal rights and powers of the ward, (or these listed):

() 1. to contract;

() 2. to sue and defend lawsuits;

() 3. to apply for government benefits; and

() 4. to manage property or to make any gift or disposition of property;

except the guardian shall not exercise any rights enumerated under section 744.3215(1), Florida Statutes.

ORDERED on .....(date)......

__________________________ Judge

RULE 5.904. FORMS FOR INITIAL AND ANNUAL GUARDIANSHIP PLANS

(a) Initial Guardianship Plan for Minor.

In the Circuit Court of the _______________________ Judicial Circuit, in and for ______________________________ County, Florida Probate Division Case No. ________________________________ In Re: Guardianship of _______________________ Minor Ward _______________________

INITIAL GUARDIANSHIP PLAN FOR MINOR

.....(Guardian's name)....., the guardian of the person of .....(ward's name)....., submits the following annual plan for the period beginning on .....(beginning date)..... and ending on.....(ending date)....., for the benefit of the ward.

1. The ward's address at the time of filing this plan is: ___________________ _____________________________________________________________________________________________

2. The medical, dental, mental, or personal care services for the welfare of the ward that will be provided during the upcoming year are:

Provider Type of Service to be Provided _______________ _____________________________________ _______________ _____________________________________ _______________ _____________________________________ _______________ _____________________________________

3. The social and personal services to be provided for the welfare of the ward during the upcoming year are: ______________________________________________________________________ ___________________________________________________________________________________________________ ___________________________________________________________________________________________________

4. The place and kind of residential setting best suited for the needs of the ward is: __ ___________________________________________________________________________________________________________ ___________________________________________________________________________________________________________

5. The physical and/or mental examinations necessary to determine the ward's medical, dental, and mental health treatment needs are: ______________________________________________ __________________________________________________________________________________________________________ ___________________________________________________________________________________________________________

6. Education of the ward:

Name and address of the school the ward will attend: _______________________________________ ___________________________________________________________________________________________________________

Grade level of ward: ______________________________________________________________________

Description of classes the ward will attend: _______________________________________________

7. Consulting with ward (Check one):

() a. The ward is under age 14;

OR

() b. The guardian attests that the guardian has consulted with the ward (if ward is 14 years of age or older) and, to the extent reasonable, honored the ward's wishes consistent with the rights retained by the ward under the plan, and to the maximum extent reasonable, the plan is in accordance with the wishes of the ward.

8. This initial plan does not restrict the physical liberty of the ward more than is reasonably necessary to protect the ward from serious physical injury, illness, or disease and provides the ward with medical care and mental health treatment for the ward's physical and mental health.

(Please use additional sheets if necessary)

Under penalties of perjury, I declare that I have completed and read the foregoing, and the facts set forth are true, to the best of my knowledge and belief.

Signed on .....(date)......

[A certificate of service is required if ward is 14 years of age or older.]

[I certify that the foregoing document has been furnished to .....(name, address used for service, mailing address, and e-mail address)..... by (e-mail) (delivery) (mail) (fax) on.....(date)......]

___________________________________ Guardian's Signature Guardian's Printed Name: __________ Guardian's Address: _______________ ___________________________________ Guardian's Phone Number: __________ Guardian's E-mail Address: ________

If the guardian is represented by counsel, the attorney must comply with Florida Rule of Judicial Administration 2.515.

(b) Annual Guardianship Plan for Minor.

In the Circuit Court of the ______________________ Judicial Circuit, in and for _________________________ County, Florida Probate Division Case No. ___________________________ In Re: Guardianship of ___________________________ Minor Ward ___________________________

ANNUAL GUARDIANSHIP PLAN FOR MINOR

.....(Guardian's name)....., the guardian of the person of .....(ward's name)....., submits the following annual plan for the period beginning on .....(beginning date)..... and ending on......(ending date)......

1. The ward's address at the time of filing this plan is: _________________________ ____________. During the prior 12 months, the ward resided at (include dates, names, addresses, and length of stay at each location):

Date Name Address Length of stay ____________________ _____________________ _____________________ _____________________ ____________________ _____________________ _____________________ _____________________ ____________________ _____________________ _____________________ _____________________

2. List any professional treatment (medical or dental) given to the ward during the prior 12 months:

Date Provider Treatment provided ____________________ _____________________ _____________________ ____________________ _____________________ _____________________ ____________________ _____________________ _____________________

3. A report from the physician who examined the ward no more than 180 days before the beginning of the applicable reporting period that contains an evaluation of the ward's physical and mental conditions has been filed with this plan. [ See subdivision (e) of this rule for a format for a physician's report. ]

4. The plan for providing medical or dental services in the coming year:

_________________________________________________________________________________________ ___________________________________________________________________________________________________ ___________________________________________________________________________________________________

5. A summary of the ward's school progress report:

______________________________________________________________________________________________ ______________________________________________________________________________________________ ______________________________________________________________________________________________

6. A description of the ward's social development, including how well the ward communicates and maintains interpersonal relationships:

______________________________________________________________________________________________ ______________________________________________________________________________________________ ______________________________________________________________________________________________

7. The social needs of the ward are:

______________________________________________________________________________________________ ______________________________________________________________________________________________ ______________________________________________________________________________________________

8. Consulting with ward (Check one):

() a. The ward is under age 14;

OR

() b. The guardian attests that the guardian has consulted with the ward (if ward is 14 years of age or older) and, to the extent reasonable, honored the ward's wishes consistent with the rights retained by the ward under the plan, and to the maximum extent reasonable, the plan is in accordance with the wishes of the ward.

(Please use additional sheets if necessary)

Under penalties of perjury, I declare that I have completed and read the foregoing, and the facts set forth are true, to the best of my knowledge and belief.

Signed on .....(date)......

[A certificate of service is required if ward is 14 years of age or older.]

[I certify that the foregoing document has been furnished to .....(name, address used for service, mailing address, and e-mail address)..... by .....(e-mail) (delivery) (mail) (fax)..... on.....(date)......]

_____________________________ Guardian's Signature Guardian's Printed Name: _________ Guardian's Address: ______________ ______________________________________ Guardian's Phone Number: _________ Guardian's E-mail Address: _______

(c) Initial Guardianship Plan for Adult.

In the Circuit Court of the _______________________ Judicial Circuit, in and for _________________________ County, Florida Probate Division Case No. ___________________________ In Re: Guardianship of ______________________________ Respondent's Name Person with Developmental Disability _______________________________

INITIAL GUARDIANSHIP PLAN

(Initial Report of Guardian/Guardian Advocate)

.....(Guardian's name)....., the guardian of the person/guardian advocate of .....(ward's name)....., the ward, submits the following initial plan:

During the period beginning .....(beginning date)....., and ending on .....(ending date)....., the guardian proposes the following plan for the benefit of the ward.

1. The medical, mental, or personal care services for the welfare of the ward that will be provided during the upcoming year are:

Provider Type of Service to be Provided ________________________ __________________________________ ________________________ __________________________________ ________________________ __________________________________ ________________________ __________________________________

2. The social and personal services to be provided for the welfare of the ward during the upcoming year are: _____________________________________________________________________________ __________________________________________________________________________________________________________ ______________________________________________________________________________________________

3. The place and kind of residential setting best suited for the needs of the ward is: __ _______________________________________________________________________________ _______________________________________________________________________________.

4. Describe the health and accident insurance and any other private or governmental benefits to which the ward may be entitled to meet any part of the costs of medical, mental health, or related services provided to the ward: __________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________.

5. The physical and/or mental examinations necessary to determine the ward's medical, and mental health treatment needs are: ____________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________.

6. The guardian/guardian advocate hereby attests that the guardian/guardian advocate has consulted with the ward and, to the extent reasonable, honored the ward's wishes consistent with the rights retained by the ward under the plan, and to the maximum extent reasonable, the plan is in accordance with the wishes of the ward.

7. This initial plan does not restrict the physical liberty of the ward more than is reasonably necessary to protect the ward from serious physical injury, illness, or disease and provides the ward with medical care and mental health treatment for the ward's physical and mental health.

(Please use additional sheets if necessary)

Under penalties of perjury, I declare that I have completed and read the foregoing, and the facts set forth are true, to the best of my knowledge and belief.

Signed on .....(date)......

[A certificate of service is required unless ward has been declared totally incapacitated.]

[I certify that the foregoing document has been furnished to .... (name, address used for service, mailing address, and e-mail address) ..... by ..... (e-mail) (delivery) (mail) (fax)..... on..... (date)......]

______________________________________ Guardian's Signature Guardian's Printed Name: _____________ Guardian's Address: __________________ ______________________________________ Guardian's Phone Number: _____________ Guardian's E-mail Address: ___________

(d) Annual Guardianship Plan for Adult.

In the Circuit Court of the __________ Judicial Circuit, in and for _________________ County, Florida Probate Division Case No. __________ In Re: Guardianship of _____________________ Respondent's Name Person with Developmental Disability _____________________________

ANNUAL GUARDIANSHIP PLAN OF GUARDIAN/GUARDIAN ADVOCATE OF THE PERSON

.....(Guardian's name) ..... the guardian of the person/guardian advocate of .....(ward's name) ....., the ward, submits the following annual plan for the period beginning .....(beginning date) ..... ending ..... (ending date).....

1. The ward's address at the time of filing this plan is: _______________

2. During the prior 12 months, the ward resided or was maintained at (include dates, names, addresses, and length of stay at each location):

Date Name Address Length of stay __________ ___________ ___________ ___________ __________ ___________ ___________ ___________ __________ ___________ ___________ ___________

3. The residential setting best suited for the current needs of the ward is (Check one):

() a. group home;

() b. assisted living;

() c. nursing home;

() d. live with parents;

() e. at ward's private residence; or

() f. other: _______________________________________________

4. Plans for ensuring that the ward is in the best residential setting to meet the ward's needs during the coming year are as follows: ________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________.

5. The following is a list of any medical treatment given to the ward during the preceding year:

Date Provider Treatment provided __________ ___________ ___________ __________ ___________ ___________ __________ ___________ ___________

6. Attached is a report of a physician who examined the ward no more than 90 days before the end of the report period, including that physician's evaluation of the ward's condition and a statement of the current level of capacity of the ward.

7. The plan for provision of medical, dental, mental health, and rehabilitative services (for example, occupational therapy, physical therapy, speech therapy, applied behavioral analysis) in the coming year is:

Date Provider Service provided __________ ___________ ___________ __________ ___________ ___________ __________ ___________ ___________

8. The following information is submitted concerning the social condition of the ward:

a. The ward is currently using the following social and personal services (include name, services rendered, and address of each provider), including any groups the ward is participating in:

Date Provider Service provided __________ ___________ ___________ __________ ___________ ___________ __________ ___________ ___________

b. The following is a statement of the social skills of the ward, including how well the ward maintains interpersonal relationships with others: ___________________ ____________________________________________________________________________________ ____________________________________________________________________________________.

c. The following is a description of the social needs of the ward, if any: __ ____________________________________________________________________________________ ____________________________________________________________________________________.

9. The following is a summary of activities during the preceding year designed to increase the capacity of the ward, including involvement in groups or group activities: __ ____________________________________________________________________________________ ____________________________________________________________________________________.

10. Is the ward now capable of having some or all of the ward's rights restored?

() If yes, identify the rights that should be restored: ____________________ ____________________________________________________________________________________.

11. Do you plan to seek the restoration of any rights to the ward?

() If yes, identify the rights that you are seeking to be restored: ________ ____________________________________________________________________________________.

12. This plan ______ has or ______ has not been reviewed with the ward.

(Please use additional sheets where necessary)

Under penalties of perjury, I declare that I have completed and read the foregoing, and the facts set forth are true, to the best of my knowledge and belief.

Signed on ....(date)....

[A certificate of service is required unless ward has been declared totally incapacitated.]

[I certify that the foregoing document has been furnished to ....(name, address used for service, mailing address, and e-mail address).... by ....(e-mail) (delivery) (mail) (fax).... on....(date).....]

______________________________ Guardian's Signature Guardian's Printed Name: ___ Guardian's Address: ________ ____________________________ Guardian's Phone Number: ___ Guardian's E-mail Address: _

If the guardian is represented by counsel, the attorney must comply with Florida Rule of Judicial Administration 2.515 (every document of a party represented by an attorney shall be signed by at least one attorney of record).

(e) Physician's Report.

In the Circuit Court of the _____________ Judicial Circuit, in and for ____________________ County, Florida Probate Division Case No. _______________________ In Re: Guardianship of __________________________ Respondent's Name Person with Developmental Disability __________________________

PHYSICIAN'S REPORT

(Required by section 744.3675, Florida Statutes)

1. Name of Physician: ________________________________________________________.

Address: _____________________________________________________________________ ____________________________________________________________________________________.

2. Name of ward: _____________________________________________________________.

3. Date of examination: ______________________________________________________.

4. Purpose of examination: ___________________________________________________.

a. Regular checkup: __________________________________________________________.

b. Treatment for: ____________________________________________________________.

5. Evaluation of ward's condition: (Specify mental and physical condition at time of examination) _______________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________.

6. Description of ward's capacity to live independently: _____________________ ____________________________________________________________________________________ ____________________________________________________________________________________.

7. The ward ____ does ____ does not continue to need assistance of a guardian.

8. Is the ward capable of being restored to capacity at this time? ____ Yes ____ No Are there any rights that can be restored at this time? Check any rights that can be restored:

() a. to marry;

() b. to vote;

() c. to personally apply for government benefits;

() d. to have a driver license;

() e. to travel;

() f. to seek or retain employment;

() g. to contract;

() h. to sue and defend lawsuits;

() i. to apply for government benefits;

() j. to manage property or to make any gift or disposition of property;

() k. to determine his or her residence;

() l. to consent to medical and mental health treatment; or

() m. to make decisions about his or her social environment or other social aspects of his or her life.

9. Date of this report: _________________________________________.

10. Signature of physician completing this report: _____________.

APPENDIX A

APPENDIX A INSTRUCTIONS TO GUARDIANS AND GUARDIAN ADVOCATES FOR FILING ANNUAL PLANS

1. Fill in the name of the County where the case is filed on the second blank line at the top where it reads "IN AND FOR _________________ COUNTY."

2. Print the name of the ward on the line just below the "In Re: Guardianship of" caption.

3. Put the case number in the space marked "CASE NO." in the upper right-hand corner (same as court file number).

4. On the first blank line after the title of the document (Annual Plan), print the guardian's name.

5. On the next blank line, print the ward's name.

6. Write in the dates for the period of time of the plan. This period should end on the last day of the month of the month you were appointed and begin a full year before that. If you do not know your plan period, please see the chart below. Please call the Clerk's Office or the appropriate Court Staff in the county where you are filing, if you cannot determine the plan period after reviewing the chart.

7. Type or print answers to all of the questions on the plan. If the question does not apply to your ward's circumstances, write in the phrase "not applicable." Fill in all the blanks. If your ward has a habilitation plan (produced by the social worker or the Florida Department of Children and Families) and it has changed, please provide a copy of the habilitation as an attachment to the plan. If the habilitation plan has not changed then do not file a copy.

8. In paragraph 9, if your ward participates in groups, include that information in this paragraph.

9. Sign your name, and print your name, address, e-mail address, and phone number where indicated. If there are co-guardian advocates, both must sign the plan.

10. Make a copy of the plan for your records in the event there is a problem and work from it for next year's plan. Make a copy of any attachments to the plan, as well.

11. Mail or hand deliver the original plan to the Clerk of Court of your county where the case is filed. You MUST also send a copy of the plan to your attorney, if you have an attorney, so that the attorney will know that you have filed the plan and will have a copy of the plan in case there is a problem.

APPENDIX B

APPENDIX B

ANNUAL ACCOUNTING AND PLAN DATES (IF FISCAL YEAR REPORT PERIOD) Month Letters Report Begin Report End Report Due Signed Date Date Date January February 1 January 31 May 1 February March 1 February 28 June 1 March April 1 March 31 July 1 April May 1 April 30 August 1 May June 1 May 31 September 1 June July 1 June 30 October 1 July August 1 July 31 November 1 August September 1 August 31 December 1 September October 1 September 30 January 1 October November 1 October 31 February 1 November December 1 November 30 March 1 December January 1 December 31 April 1

RULE 5.905. FORM FOR PETITION, NOTICE, AND ORDER FOR APPOINTMENT OF GUARDIAN ADVOCATE OF THE PERSON

(a) Petition.

FORM FOR USE IN PETITION FOR APPOINTMENT OF GUARDIAN ADVOCATE OF THE PERSON PURSUANT TO FLORIDA PROBATE RULE 5.649

In the Circuit Court of the ____________ Judicial Circuit, in and for ___________________ County, Florida Probate Division Case No. _________________ In Re: Guardianship Advocacy of _______________________________ Respondent's Name Person with Developmental Disability _______________________________

PETITION FOR APPOINTMENT OF GUARDIAN ADVOCATE OF THE PERSON

Petitioner, __________________________________, files this petition pursuant to section 393.12, Florida Statutes, and Florida Probate Rule 5.649 and alleges that:

1. The petitioner, proposed guardian advocate ....(name)....., is _______ years of age, whose residential address is _______________________________ and post office address is _______________________________. The relationship of the petitioner to the respondent is __________________________________________________________.

2. .....(Respondent's name)..... is a person with a developmental disability who was born on _______________ and who is __________ years of age, who resides in ________ County, Florida. The residential address of the respondent is ___________________ _______________________________________ and the post office address is ____________________________________________________________________________.

3. The petitioner believes that respondent needs a guardian advocate:

a. due to the following developmental disability:

() i. intellectual disability;

() ii cerebral palsy;

() iii. autism;

() iv. spina bifida;

() v. Down syndrome;

() vi. Phelan-McDermid syndrome; or

() vii. Prader-Willi syndrome,

which manifested prior to the age of 18.

b. The developmental disability has resulted in the following substantial handicaps: _________________________________________________________________________ ____________________________________________________________________________________.

4. The exact areas in which the person with the developmental disability lacks the ability to make informed decisions about his/her care and treatment services or to meet the essential requirements for his/her physical health or safety are as follows:

() a. to apply for government benefits;

() b. to determine residency;

() c. to consent to medical and mental health treatment;

() d. to make decisions about social environment/social aspects of life; and

() e. to make decisions regarding education.

5. There are no alternatives to guardian advocacy, such as trust agreements, powers of attorney, designation of health care surrogate, or other advanced directive, known to petitioner that would sufficiently address the problems of the respondent in whole or in part. Thus, it is necessary that a guardian advocate be appointed to exercise some but not all of the rights of respondent.

6. The names and addresses of the next of kin of the respondent are:

Name Address Relationship __________ ___________ ___________ __________ ___________ ___________

7. The proposed guardian advocate ..... (name)....., whose residence address is _____ _________________________ and whose post office address is _____________________ _____; is over the age of 18 and otherwise qualified under the laws of the State of Florida to act as guardian advocate of the person of respondent. The proposed guardian advocate is not a professional guardian. The relationship of the proposed guardian advocate with the providers of health care services, residential services, or other services to the respondent is (if none, indicate: NONE): _________________________________________________________________________ ________________________________________________________________________________ __________

8. The petitioner(s) allege(s) that to their knowledge, information, and belief, respondent _____ has or _____ has NOT executed an advance directive under chapter 765, Florida Statutes, (designated health case surrogate or other advance directive) or a durable power of attorney under chapter 709, Florida Statutes.

9. (If a Co-Guardian Advocate sought, complete this paragraph.) Petitioner requests that ______________________ be appointed co-guardian advocate of the person of respondent. The proposed co-guardian advocate..... (name)....., who is _____ years of age, whose residence is _________________; whose post office address is _________________ ___________________________ is over the age of 18 and otherwise qualified under the laws of the State of Florida to act as guardian advocate of the person of respondent. The proposed co-guardian advocate is not a professional guardian. The relationship of the proposed co-guardian advocate with the providers of health care services, residential services, or other services to the respondent is (if none, indicate: NONE): _______________________ ________________________________________________________________________________ __________

The relationship and previous association of the proposed co-guardian advocate to the respondent is _________________. The proposed co-guardian advocate should be appointed because: _______________________________________________________________________ ________________________________________________________________________________ ________________________________________________________________________________

Under penalties of perjury, I declare that I have read the foregoing, and the facts alleged are true, to the best of my knowledge and belief.

Signed ..... (date) .....

Signature: _________________________ Proposed Guardian Advocate Name: ______________________________ Address: ___________________________ ____________________________________ Phone Number: ______________________ E-mail Address: ____________________ Signature: _________________________ Proposed Co-Guardian Advocate Name: ______________________________ Address: ___________________________ ____________________________________ Phone Number: ______________________ E-mail Address: ____________________

(b) Notice. The notice of the filing of the petition for the appointment of guardian advocate of the person and notice of hearing must be served with the petition for appointment of guardian advocate of the person pursuant to subdivision (a) of this rule.

FORM FOR NOTICE OF FILING OF A PETITION FOR APPOINTMENT OF GUARDIAN ADVOCATE OF THE PERSON PURSUANT TO SECTION 393.12(4), FLORIDA STATUTES, AND NOTICE OF HEARING

In the Circuit Court of the _________________ Judicial Circuit, in and for ____________________ County, Florida Probate Division Case No. ______________________ In Re: Guardian Advocacy of ______________________________ Respondent's Name Person with Developmental Disability ______________________________

NOTICE OF FILING OF A PETITION FOR APPOINTMENT OF GUARDIAN ADVOCATE AND NOTICE OF HEARING

TO: ....., (Respondent)....., ..... (attorney for respondent) ....., ..... (next of kin) .....,..... (healthcare surrogate)....., and ..... (agent under durable power of attorney).....

YOU ARE NOTIFIED that a petition for appointment of guardian advocate of the person has been filed. A copy of the petition for appointment of guardian advocate of the person is attached to this notice. There will be a hearing on the petition as follows:

You are to appear before the Honorable ....................., Judge, at ..... (time) ....., on..... (date) ....., at the county courthouse of ............... County, in ..............., Florida for the hearing of this petition.

The reason for this hearing is to inquire into the capacity of the respondent, the person with a developmental disability, to exercise the rights enumerated in the petition. (See § 744.102(12)(b), Fla. Stat.)

The respondent has the right to be represented by counsel of his or her own choice and the court has initially appointed the following attorney to represent the respondent:

Attorney for the respondent: ..... (name) ....., ..... (address)......, ..... (phone) ....., ..... (e-mail) .....

Respondent has the right to substitute an attorney of his or her own choice in place of the attorney appointed by the court.

Signed ..... (date) .....

Signature: _______________________ Signature: ______________________________ Proposed Guardian Advocate _______ Proposed Co-Guardian Advocate (if any) Name: ____________________________ Name: ___________________________________ Address: _________________________ Address: ________________________________ __________________________________ _________________________________________ Phone Number: ____________________ Phone Number: ___________________________ E-mail Address: __________________ E-mail Address: _________________________

CERTIFICATE OF SERVICE

I CERTIFY that a copy of the foregoing notice of filing petition to appoint guardian advocate and notice of hearing and a copy of the petition for appointment of guardian advocate of the person was served on all persons indicated above, including on the attorney for the respondent, on .....(date)......

Signature: _______________________ Signature: ______________________________ Proposed Guardian Advocate _______ Proposed Co-Guardian Advocate (if any) Name: ____________________________ Name: ___________________________________ Address: _________________________ Address: ________________________________ __________________________________ _________________________________________ Phone Number: ____________________ Phone Number: ___________________________ E-mail Address: __________________ E-mail Address: _________________________

If you are a person with a disability who needs any accommodation in order to participate in this proceeding, you are entitled, at no cost to you, to the provision of certain assistance. Please contact [identify applicable court personnel by name, address, and telephone number] at least 7 days before your scheduled court appearance, or immediately upon receiving this notification if the time before the scheduled appearance is less than 7 days; if you are hearing or voice impaired, call 711.

(c) Order.

In the Circuit Court of the _______________ Judicial Circuit, in and for ___________________ County, Florida Probate Division Case No. _____________________ In Re: Guardianship of ______________________________ Respondent's Name Person with Developmental Disability ______________________________

ORDER APPOINTING GUARDIAN ADVOCATE

Upon consideration of the petition for the appointment of guardian advocate of the person, the court finds that ..... (respondent's name) ..... has a developmental disability of a nature that requires the appointment of guardian advocate of the person based upon the following findings of fact and conclusions of law:

1. The nature and scope of the person's lack of decision-making ability are: _____ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________

2. The exact areas in which the person lacks decision-making ability to make informed decisions about care and treatment services or to meet the essential requirements for his/her health and safety are specified in number 4.

3. The specific legal disabilities to which the person with a developmental disability is subject to are: __________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________

4. The powers and duties delegated to the guardian advocate are:

() a. to apply for government benefits;

() b. to determine residency;

() c. to consent to medical and mental health treatment;

() d. to make decisions about social environment/social aspects of life; and

() e. to make decisions regarding education.

5. There are no alternatives to guardian advocacy, such as trust agreements, powers of attorney, designation of health care surrogate, or other advanced directive, known to petitioner that would sufficiently address the problems of the respondent in whole or in part. Thus, it is necessary that a guardian advocate be appointed to exercise some but not all of the rights of respondent.

6. Without first obtaining specific authority from the court, as stated in section 744.3725, Florida Statutes, the guardian advocate may not exercise any authority over any health care surrogate appointed by any valid advance directive executed by the disabled person, pursuant to Chapter 765, Florida Statutes, except upon further order of this Court.

ORDERED AND ADJUDGED:

1. ..... (Name) ..... is qualified to serve as guardian advocate and is hereby appointed as guardian advocate of the person of ..... (respondent's name) .....

2. The guardian advocate shall exercise only the rights that the court has found the disabled person incapable of exercising on his or her own behalf, as outlined herein above. Said rights are specifically delegated to the guardian advocate.

ORDERED this ..... (date) .....

______________________________ Judge

RULE 5.906. LETTERS OF GUARDIAN ADVOCACY

FORM LETTERS OF GUARDIAN ADVOCACY

In the Circuit Court of the _______________ Judicial Circuit, in and for ___________________ County, Florida Probate Division Case No. _____________________ In Re: Guardian Advocacy of ______________________________ Respondent's Name Person with Developmental Disability ______________________________

LETTERS OF GUARDIAN ADVOCATE (CO-GUARDIAN ADVOCATES) OF THE PERSON

TO ALL WHOM IT MAY CONCERN:

WHEREAS, ..... (guardian advocate's name(s)) ..... has/have been appointed guardian advocate(s) of the person of ..... (the ward)....., a person with a developmental disability who lacks the decision-making capacity to do some of the tasks necessary to take care of his/her person; and

NOW, THEREFORE, I, the undersigned, declare that ..... (guardian advocate's name(s))..... is/are duly qualified under the laws of the State of Florida to act as guardian advocate of the person of ..... (the ward)...., with full power to exercise the following powers and duties on behalf of the person with a developmental disability:

() 1. to apply for government benefits;

() 2. to determine residency;

() 3. to consent to medical and mental health treatment; and

() 4. to make decisions about social environment and social aspects of life; and

() 5. to make decisions regarding education.

Without first obtaining specific authority from the court, pursuant to sections 744.3215(4) and 744.3725, Florida Statutes, the guardian advocate (co-guardian advocates) may not;

a. commit the respondent to a facility, institution, or licensed service provider without formal placement proceedings pursuant to Chapter 393, Florida Statutes;

b. consent to the participation of the respondent in any experimental biomedical or behavior procedure, exam, study, or research;

c. consent to the performance of sterilization or abortion procedure on the respondent;

d. consent to termination of life support systems provided for the respondent;

e. initiate a petition for dissolution of marriage for the ward; or

f. exercise any authority over any health care surrogate appointment by a valid advance directive executed by the disabled person, pursuant to Chapter 765, Florida Statutes, except upon further order of this court.

The respondent shall retain all legal rights except those that are specifically granted to the guardian advocate (co-guardian advocates) pursuant to court order.

ORDERED this ..... (date).....

______________________________ Judge

RULE 5.910. INVENTORY

___________________ Judicial Circuit, in and for _______________________ County, Florida Probate Division Case No. _________________________ Judge: ___________________________ Amended Form? _____ Yes* ______ No *If yes, version of the Amended Form: _____ In Re: Guardianship of ________________________________ _______________________________________________________________________________

INITIAL INVENTORY

Date of letters of guardianship: _____________________________________________

Property guardianship type: __________________________________________________ _______________________________________________________________________________

SUMMARY Section A: Value of Real Property Assets $ _____ Section B: Cash Assets/Cash Equivalent Assets $ _____ Section C: Intangible Assets/Stocks/Bonds $ _____ Section D: Tangible Personal Property $ _____ Section E: Debts/Encumbrances/Liabilities/Liens $ _____ Total $ _____

Section A: Real Property Assets

Do you have entries for Section A? _____ Yes ____ No

Number Description and Full Value Is There Another Address Owner? Yes or No 1. _____ _____ _____

2. _____ _____ _____ 3. _____ _____ _____ Total for Section A $ __________

Attach a copy of the property appraiser's information or a copy of the deed for all real property.

Section B: Cash Assets/Cash Equivalent Assets (checking account, savings account, money market account, certificate of deposit (CD))

Do you have entries for Section B? _____ Yes _____ No

Are any of the entries held in a depository account? _____ Yes _____ No

Number Institution Last 4 Type of Full Value Is There Is this a Name Digits of Asset Another Depository Account Owner? Account? Number Yes or No Yes or No 1. _____ _____ _____ _____ _____ _____ 2. _____ _____ _____ _____ _____ _____ 3. _____ _____ _____ _____ _____ _____ Total for Section B $ __________

Attach a copy of the institution's statement for each account from the creation date of the guardianship.

Section C: Intangible Assets/Stocks/Bonds

Do you have entries for Section C? _____ Yes _____ No

Are any of the entries held in a depository account? _____ Yes ______ No

Number Issuer Name Type of Asset Full Value Last 4 Digits Is There and Address of Account Another Number Owner? Yes or No 1. _____ _____ _____ _____ _____ 2. _____ _____ _____ _____ _____ 3. _____ _____ _____ _____ _____ Total for Section C $ __________________

Attach a copy of the institution's statement for each account from the creation date of the guardianship.

Section D: Tangible Personal Property Assets (motor vehicles, jewelry, household furnishings, collectibles, fine art)

Do you have entries for Section D? _____ Yes _____ No

Number Description and Full Value Is There Another Location Owner? Yes or No 1. _____ _____ _____ 2. _____ _____ _____ 3. _____ _____ _____ Total for Section D $ ____

Attach a copy of the title for any motor vehicle.

Section E: Debts/Encumbrances/Liens/Liabilities

Do you have entries for Section E? _____ Yes _____ No

Instructions: List each liability equal to or greater than $1.000.

Number Creditor Full Amount of Last 4 Digits of Is there Another Liability Account Person who Number Owes on the Debt? Yes or No 1. _____ _____ _____ _____ 2. _____ _____ _____ _____ 3. _____ _____ _____ _____ Total for Section E $ ___________

A copy of documents detailing each listed liability.

Section F: Sources of Income

Do you have entries for Section F? _____ Yes _____ No

Number Type Pavor Estimated Monthly Amount 1. _____ _____ _____ 2. _____ _____ _____ 3. _____ _____ _____ Total for Section F $_____

Is the guardian the representative payee of Social Security benefits? _____ Yes _____ No

If no, who is the representative payee for the Social Security benefits? __________ ________________________________________________________________________________

Section G: Lawsuits Against the Ward

Do you have entries for Section G? _____ Yes _____ No

Number Description Estimated Court Plaintiff's Describe Date of of Lawsuit Amount of Address Name and Cause of Debt or Claim Claim Address Action Occurrence 1. _____ _____ _____ _____ _____ _____ 2. _____ _____ _____ _____ _____ _____ 3. _____ _____ _____ _____ _____ _____

Section H: Pending Litigation and/or Lawsuits the Ward May Bring if Court Approval Is Received

Do you have entries for Section H? _____ Yes _____ No

Number Description Case Number Defendant Describe Attorney for of Lawsuit or and Court Name and Cause of Ward Claims Address Address Action 1. _____ _____ _____ _____ _____ 2. _____ _____ _____ _____ _____ 3. _____ _____ _____ _____ _____

Section I: Assets the Ward, as of the Date of the Letters of Guardianship, Was Entitled to Receive, but Has Not Received

Do you have entries for Section I? _____ Yes _____ No

Instructions: If the guardian has knowledge of assets the ward was entitled to receive as of the date of letters, but were not received the assets should be listed here. Examples: insurance policies, benefits, inheritance, or settlements from litigation.

Number Description Estimated Date of Estimated Amount Receipt 1. _____ _____ _____ 2. _____ _____ _____ 3. _____ _____ _____

Section J: Trusts

Do you have entries for Section J? _____ Yes _____ No

Number Name of Current Ward's Interest Estimated Date Value of the Trustee and Trust was Created Ward's Address Interest in the Trust 1. _____ _____ _____ _____ 2. _____ _____ _____ _____ 3. _____ _____ _____ _____

Section K. Safe-Deposit Box

Does the ward lease a safe-deposit box? _____ Yes _____ No

If yes, location and number of safe-deposit box: _________________________

Does the ward lease a safe-deposit box with another individual or individuals? _____ Yes _____ No

Who is the joint lessee with the ward? ___________________________________

Was an inventory of the safe-deposit box filed with the court as required by section 744.365, Florida Statutes? _____ Yes _____ No

Has the safe-deposit box been opened? _____ Yes _____ No

[ A certificate of service as required by Florida Rule of Judicial Administration 2.516 must be included if the incapacitated person is not a minor under 14 years of age and is not totally incapacitated. ]

I certify that the foregoing document has been furnished to ..... (name, address used for service, mailing address, and e-mail address) ..... by ..... (e-mail) (delivery) (mail) (fax) ..... on..... (date).....

___________________________________ Guardian's Signature Guardian's Printed Name: __________ Guardian's Address: _______________ ___________________________________ Guardian's Phone Number: __________ Guardian's E-mail Address: ________


Summaries of

In re Amendments to Fla. Prob. Rules — Guardianship

Supreme Court of Florida
Sep 3, 2020
301 So. 3d 859 (Fla. 2020)
Case details for

In re Amendments to Fla. Prob. Rules — Guardianship

Case Details

Full title:IN RE: AMENDMENTS TO THE FLORIDA PROBATE RULES — GUARDIANSHIP

Court:Supreme Court of Florida

Date published: Sep 3, 2020

Citations

301 So. 3d 859 (Fla. 2020)