The Guardian of the Person Report

Part I. Introduction

Question 3 - Report Period

  • Report Type - Always select Report unless the specified guardianship is coming to an end and you are filing your last report.

 

 

Part II. Personal Information about the Incapacitated Person

Question 4 - Residence Period

  • Enter the four-digit year that the incapacitated person started living at the residence recorded under Question 3. You can be more specific if that information is available.

 

 

Part III. Medical Information

Question 1 - Listing Medical Professionals

  • The type of Medical Doctor refers to both primary care physicians and specialists (ex. cardiologist, neurologist, gastroenterologist, etc). If you choose, you can use the Name field on the report to enter the doctor's name and speciality.

  • If the incapacitated person sees a medical professional that does not match one of the generic categories listed, use the Type of Other and the Name field to enter the doctor's name and speciality.

Question 2 - Medical Problems of the Incapacitated Person

  • Only list medical problems that have been diagnosed by a licensed medical professional.

 


Part IV. Guardian's Opinion

Question 1 - Guardian's Opinion

  • Continued - Signifies your recommendation that the guardianship should continue under the existing court order.

  • Continued with modifications - Signifies your recommendation that the guardianship should continue but the incapacitated person has either gained or lost capacity in one or more areas and the court should modify the existing court order.

 

 

Part V. Information about the Guardian

Question 3 - Guardian Activity Log

  • An activity log often includes, but is not necessarily limited to, a summary of the services that the guardian performed for the incapacitated person, the date of service, and the amount of time spent.

Question 4 - Guardianship Training or Certification

  • Your training/certification information may display automatically if you entered this information through your GTS Profile.

  • Training/Certification Date(s) - If you completed training, enter the dates of the training in the available fields. If the training was only one day, enter the same date in both the Start and End fields. If you received a certification, enter the date you became certified in both fields.

  • Provider - The name of the person, organization, or institution that organized and offered the training.

  • Description - Used to summarize the topics that were covered during training.

  • If there are co-guardians, and each completed the same training or certification during the reporting year, the details for each person must be recorded separately.

 

 

Signature and Affirmation

Consent of Co-Guardians

  • When there are two or more guardians for the same incapacitated person, the guardian that files the report through the GTS must indicate, with a Yes or No, whether they have the consent of their co-guardians to submit it as written. If there are one or more guardians that do not consent, and filing guardian answers No, the non-consenting guardians have the option to file a separate Guardian of the Person report for the same reporting period. This report can only be initiated through the Case Actions tab of the GTS Case screen.

Signature of Guardian

  • In GTS, electronic signatures are an acceptable alternative to handwritten signatures. The format of an electronic signature includes an "/s/" followed by the guardian's first and last name (ex. /s/ John Smith).

Comments

  • It is possible that a guardianship could have special circumstances that cannot be addressed fully within the context of the report form. Use this field to explain anything that could not be more fully explained elsewhere on the report.

Uploading Documents

  • Use the Upload Documents icon to add documents requested by the court or to provide supporting evidence for an answer/comment you recorded elsewhere on the report.

  • Clicking the CHOOSE FILE button opens a popup screen that allows you to browse to any location on your computer where you have a document saved. Only one document can be selected at any given time, but you can repeat this process if you need to upload multiple documents.

  • Only documents saved as a PDF can be uploaded to the GTS.

Notice of Filing checkbox

  • By clicking this checkbox you are acknowledging the need, per Pa.R.O.C.P. Rule 14.8(b), to serve a notice of filing to each person entitled to receive such notice as identified in the final decree that appointed the guardian(s). This notice must be served within 10 days of submitting the guardian of the person report.

  • Service of the notice of filing cannot be completed electronically through the GTS and should not be attached as a supplemental document to the guardian of the person report. Service must take place outside of the GTS by other delivery methods (ex. mail, fax, personal delivery, e-mail).

  • A copy of the notice of filing form can be obtained at http://www.pacourts.us/forms/for-the-public/orphans-court-forms.

Save, Save and Close, Ready for Submission, Submit, and View Draft options

  • Save - Saves any changes you made without exiting the report. You should save often. If you leave the report idle for an extended period of time, the report may time out and you will lose your changes. Unlike the Submit option, the GTS does not check if the report is missing any required information during the save process.

  • Save and Close - Saves any changes you made to the report and returns you to your Dashboard. Unlike the Submit and Ready for Review options, the GTS does not check if the report is missing any required information during the save process. You can return to work on the report by clicking the appropriate Edit Report icon Edit Report icon in the Upcoming and Overdue Reports section of your Dashboard.

  • Ready for Review - Saves the report and sends it to a designated reviewer. This function is used in some guardian organizations to provide oversight before reports are submitted to the court.

  • Ready for Submission - Saves any changes you made to the report and checks if the report is missing any required information. If all required information has been entered, you are returned to your Dashboard where the Add to Cart icon displays for the report. If required information is missing, you will be prompted to add the missing details before re-attempting.

  • Submit - Submits the report to the court. If required information is missing, the report will not be submitted and you will be prompted to add the missing details before re-attempting.

  • VIEW DRAFT - Generates a draft of what the report looks like at the present time. This feature can be used before submitting to ensure the report appears the way it is intended. The draft of the report opens as a PDF in a new window or tab which gives you the option to print. When finished, return to the tab in your browser for the UJS Web Portal.