Fl. Prob. R. 5.710

As amended through November 4, 2024

Rule 5.710 - REPORTS OF PUBLIC GUARDIAN

The public guardian, as the guardian of a ward, shall file:

(a) an initial report as required by law;

(b) annual guardianship reports, which shall include the dates of quarterly visits to the ward, as required by law;

(c) a report within 6 months of his or her appointment as guardian of a ward, which shall also be filed with the executive director of the Office of Public and Professional Guardians, stating:

(1) the public guardian's efforts to locate a family member or friend, other person, bank, or corporation to act as guardian of the ward; and

(2) the ward's potential to be restored to capacity;

(d) an annual report, filed with the Office of Public and Professional Guardians, by September 1 for the preceding fiscal year, on the operations of the office of public guardian; and

(e) a report of an independent audit by a qualified certified public accountant, to be filed with the Office of Public and Professional Guardians every 2 years.

Fl. Prob. R. 5.710

Amended by 200 So.3d 761, effective 9/15/2016; amended by 50 So.3d 578, effective 1/1/2011; amended by 959 So.2d 1170, effective 1/1/2008; amended by 584 So.2d 964, effective 10/1/1991; added by 517 So.2d 675, effective 12/23/1987.

Committee Notes

Rule History

1987 Revision: This is a new rule and was promulgated to establish procedures to accommodate the Public Guardian Act. See § 744.701, et seq., Fla. Stat. See also Fla. Prob. R. 5.560.

1989 Revision: Prior rule adopted as temporary emergency rule.

1991 Revision: Editorial changes.

1992 Revision: Citation form changes in committee notes.

2007 Revision: Rule extensively amended to specify reports a public guardian is required to file.

2010 Revision: Editorial change in (e).

2016 Revision: Subdivisions (c), (d), and (e) amended to reflect the name change of the agency to the Office of Public and Professional Guardians. Committee notes revised to reflect the repeal of Part IX of Chapter 744, Florida Statutes.

Statutory Reference

§§ 744.2001-744.2109, Fla. Stat. Public Guardianship Act.

Rule References

Fla. Prob. R. 5.560 Petition for appointment of guardian of an incapacitated person.