A. The guardian of an incapacitated person shall file an initial report with the appointing court within ninety days of the guardian's appointment. Thereafter, the guardian shall file an annual report within thirty days of the anniversary date of the guardian's appointment. A copy of the report shall also be submitted to the district judge who appointed the guardian or the judge's successor, to the incapacitated person and to the incapacitated person's conservator, if any. The court shall review this report. The report shall include information concerning the progress and condition of the incapacitated person, including but not limited to the incapacitated person's health, medical and dental care, residence, education, employment and habitation; a report on the manner in which the guardian carried out the guardian's powers and fulfilled the guardian's duties; and the guardian's opinion regarding the continued need for guardianship. If the guardian has been provided power pursuant to Paragraph (4) of Subsection B of Section 45-5-312 NMSA 1978, the report shall contain information on financial decisions made by the guardian. The report shall be substantially in the following form:
"STATE OF NEW MEXICO COUNTY OF ____________________ ______ JUDICIAL DISTRICT COURT IN THE MATTER OF THE GUARDIANSHIP OF ________________________________________________
CAUSE NO. __________
an incapacitated adult
GUARDIAN'S 90-DAY ____ ANNUAL ____ FINAL ____ (check one) REPORT ON THE CONDITION AND WELL-BEING OF AN ADULT PROTECTED PERSON
Date of Appointment: _________________________
Pursuant to Section 45-5-314 NMSA 1978, the undersigned duly appointed, qualified and acting guardian of the above- mentioned protected person reports to the court as follows (attach additional sheets, if necessary):
PERSON: Residential Address____________________________ Facility Name _________________________________ City, State, Zip Code__________________________ Telephone _____________ Date of Birth ________
Name of person primarily responsible at protected person's place of residence:__________________________________________.
2. GUARDIAN: Name __________________________________________ Business Name (if any) ___________________________ Address _________________________________________ City, State, Zip Code ____________________________ Telephone ____________ Alternate Telephone # _____ Relation to Protected Person _____________________
3. FINAL REPORTS ONLY (otherwise, go to #4)
I am filing a Final Report because of: ___ My resignation ___ Death of the Protected Person ___ Court Order ___ Other (please explain): __________________________
A. If because of resignation, Name of successor, if appointed: _____________________________________
Address ______________________________________________ City, State, Zip Code_________________________________
B. If because of Protected Person's death: (attach copy of death certificate, if available)
Date and place of death:______________________________________ Name of personal representative if appointed: _________________ Address ______________________________________________________ City, State, Zip Code_________________________________________
4. During the past year or 90 days (if initial report), I have visited the Protected Person ______ times. The date of my last personal visit was __________________________.
5. (A) Describe the residence of the Protected Person:
_____ Hospital/medical facility _____ Protected Person's home
_____ Guardian's home _____ Relative's home (explain below)
_____ Nursing home _____ Boarding/Foster/Group Home
(B) During the past year or 90 days (if first report), has the Protected Person changed his/her residence? ______ Do you anticipate a change of residence for the protected person in the next year?______
6. The name and address of any hospital or other institution (if any) where the Protected Person is now admitted: ______________________________________________________________ _____________________________________________________________.
7. The Protected Person is under a physician's regular care.
_____ Yes _____ No
Identify the health care providers. Physician: ____________________________________________________ Dentist (if any): _____________________________________________ Mental Health Professional (i.e., psychiatrist, counselor): ______________________________________________________________ Other:________________________________________________________
8. (A) During the past year or 90 days (if initial report), the Protected Person's physical health: Remained the same _____ Primary diagnosis: ___________________________________________
_____ improved _____ deteriorated
(explain) _______________________________________
(B) During the past year or 90 days (if initial report), the Protected Person's mental health: Remained the same _____ Major diagnosis, if any: ______________________________
Improved ________ deteriorated (explain) __________________ If physical or mental health has deteriorated, please explain: ______________________________________________________________
9. Describe any significant hospitalizations or mental or medical events during the past year or 90 days (if initial report): ______________________________________________________________
10. List the Protected Person's activities and changes, if any, over the past year or 90 days (if initial report): Recreational Activities: ______________________________________
Educational Activities: _______________________________________ Social Activities: ____________________________________________ List Active Friends and/or Relatives: _________________________ Occupational activities: ______________________________________ Other: _______________________________________________________
11. Describe briefly any contracts entered into and major decisions made on behalf of the Protected Person during the past year or 90 days (if initial report): ______________________________________________________________
12. The Protected Person has made the following statements regarding his/her living arrangements and the guardianship over him/her: ______________________________________________________________
13. I believe the Protected Person has unmet needs. _____Yes (explain) _____ No ________________________________________________________
If yes, indicate efforts made to meet these needs: ______________________________________________________________
14. The Protected Person continues to require the assistance of a guardian: _____ Yes _____ No Explain why or why not: _______________________________________ _____________________________________________________________.
15. The authority given to me by the Court should: _____remain the same _____ be decreased _____ be increased Why: _________________________________________________________ ______________________________________________________________
16. Additional information concerning the Protected Person or myself (the guardian) that I wish to share with the Court: ______________________________________________________________ ______________________________________________________________ ______________________________________________________________
17. If the court has granted you the authority to make financial decisions on behalf of the Protected Person, then please describe the decisions you have made for the protected person: _____________________________________________________. Signature of Guardian: ________________________ Date: _______
Printed Name: _______________________________."
A.[B.] Any guardian may rely on a qualified health care professional's current written report to provide descriptions of the physical and mental conditions required in items 7, 8, 9, 14 and 15 of the annual report as specified in Subsection A of this section.
B.[C.] The guardian may be fined five dollars ($5.00) per day for an overdue annual report. The fine shall be used to fund the costs of visitors, counsel and functional assessments utilized in conservatorship and guardianship proceedings pursuant to the Uniform Probate Code.
C.[D.] The court shall not waive the requirement of an annual report under any circumstance but may grant an extension of time not to exceed sixty days. The court may require the filing of more than one report annually.
A. The guardian of an incapacitated person shall file an initial report with the appointing court within ninety days of the guardian's appointment. Thereafter, the guardian shall file an annual report within thirty days of the anniversary date of the guardian's appointment. A copy of the report shall also be submitted to the district judge who appointed the guardian or the judge's successor, to the incapacitated person and to the incapacitated person's conservator, if any. The court shall review this report. The report shall include information concerning the progress and condition of the incapacitated person, including but not limited to the incapacitated person's health, medical and dental care, residence, education, employment and habitation; a report on the manner in which the guardian carried out the guardian's powers and fulfilled the guardian's duties; and the guardian's opinion regarding the continued need for guardianship. If the guardian has been provided power pursuant to Paragraph (4) of Subsection B of Section 45-5-312 NMSA 1978, the report shall contain information on financial decisions made by the guardian. The report shall be substantially in the following form:
"STATE OF NEW MEXICO COUNTY OF ____________________ ______ JUDICIAL DISTRICT COURT IN THE MATTER OF THE GUARDIANSHIP OF ________________________________________________
CAUSE NO. __________
an incapacitated adult
GUARDIAN'S 90-DAY ____ ANNUAL ____ FINAL ____ (check one) REPORT ON THE CONDITION AND WELL-BEING OF AN ADULT PROTECTED PERSON
Date of Appointment: _________________________
Pursuant to Section 45-5-314 NMSA 1978, the undersigned duly appointed, qualified and acting guardian of the above- mentioned protected person reports to the court as follows (attach additional sheets, if necessary):
PERSON: Residential Address____________________________ Facility Name _________________________________ City, State, Zip Code__________________________ Telephone _____________ Date of Birth ________
Name of person primarily responsible at protected person's place of residence:__________________________________________.
2. GUARDIAN: Name __________________________________________ Business Name (if any) ___________________________ Address _________________________________________ City, State, Zip Code ____________________________ Telephone ____________ Alternate Telephone # _____ Relation to Protected Person _____________________
3. FINAL REPORTS ONLY (otherwise, go to #4)
I am filing a Final Report because of: ___ My resignation ___ Death of the Protected Person ___ Court Order ___ Other (please explain): __________________________
A. If because of resignation, Name of successor, if appointed: _____________________________________
Address ______________________________________________ City, State, Zip Code_________________________________
B. If because of Protected Person's death: (attach copy of death certificate, if available)
Date and place of death:______________________________________ Name of personal representative if appointed: _________________ Address ______________________________________________________ City, State, Zip Code_________________________________________
4. During the past year or 90 days (if initial report), I have visited the Protected Person ______ times. The date of my last personal visit was __________________________.
5. (A) Describe the residence of the Protected Person:
_____ Hospital/medical facility _____ Protected Person's home
_____ Guardian's home _____ Relative's home (explain below)
_____ Nursing home _____ Boarding/Foster/Group Home
(B) During the past year or 90 days (if first report), has the Protected Person changed his/her residence? ______ Do you anticipate a change of residence for the protected person in the next year?______
6. The name and address of any hospital or other institution (if any) where the Protected Person is now admitted: ______________________________________________________________ _____________________________________________________________.
7. The Protected Person is under a physician's regular care.
_____ Yes _____ No
Identify the health care providers. Physician: ____________________________________________________ Dentist (if any): _____________________________________________ Mental Health Professional (i.e., psychiatrist, counselor): ______________________________________________________________ Other:________________________________________________________
8. (A) During the past year or 90 days (if initial report), the Protected Person's physical health: Remained the same _____ Primary diagnosis: ___________________________________________
_____ improved _____ deteriorated
(explain) _______________________________________
(B) During the past year or 90 days (if initial report), the Protected Person's mental health: Remained the same _____ Major diagnosis, if any: ______________________________
Improved ________ deteriorated (explain) __________________ If physical or mental health has deteriorated, please explain: ______________________________________________________________
9. Describe any significant hospitalizations or mental or medical events during the past year or 90 days (if initial report): ______________________________________________________________
10. List the Protected Person's activities and changes, if any, over the past year or 90 days (if initial report): Recreational Activities: ______________________________________
Educational Activities: _______________________________________ Social Activities: ____________________________________________ List Active Friends and/or Relatives: _________________________ Occupational activities: ______________________________________ Other: _______________________________________________________
11. Describe briefly any contracts entered into and major decisions made on behalf of the Protected Person during the past year or 90 days (if initial report): ______________________________________________________________
12. The Protected Person has made the following statements regarding his/her living arrangements and the guardianship over him/her: ______________________________________________________________
13. I believe the Protected Person has unmet needs. _____Yes (explain) _____ No ________________________________________________________
If yes, indicate efforts made to meet these needs: ______________________________________________________________
14. The Protected Person continues to require the assistance of a guardian: _____ Yes _____ No Explain why or why not: _______________________________________ _____________________________________________________________.
15. The authority given to me by the Court should: _____remain the same _____ be decreased _____ be increased Why: _________________________________________________________ ______________________________________________________________
16. Additional information concerning the Protected Person or myself (the guardian) that I wish to share with the Court: ______________________________________________________________ ______________________________________________________________ ______________________________________________________________
17. If the court has granted you the authority to make financial decisions on behalf of the Protected Person, then please describe the decisions you have made for the protected person: _____________________________________________________. Signature of Guardian: ________________________ Date: _______
Printed Name: _______________________________."
A.[B.] Any guardian may rely on a qualified health care professional's current written report to provide descriptions of the physical and mental conditions required in items 7, 8, 9, 14 and 15 of the annual report as specified in Subsection A of this section.
B.[C.] The guardian may be fined five dollars ($5.00) per day for an overdue annual report. The fine shall be used to fund the costs of visitors, counsel and functional assessments utilized in conservatorship and guardianship proceedings pursuant to the Uniform Probate Code.
C.[D.] The court shall not waive the requirement of an annual report under any circumstance but may grant an extension of time not to exceed sixty days. The court may require the filing of more than one report annually.
A. The guardian of an incapacitated person shall file an initial report with the appointing court within ninety days of the guardian's appointment. Thereafter, the guardian shall file an annual report within thirty days of the anniversary date of the guardian's appointment. A copy of the report shall also be submitted to the district judge who appointed the guardian or the judge's successor, to the incapacitated person and to the incapacitated person's conservator, if any. The court shall review this report. The report shall include information concerning the progress and condition of the incapacitated person, including but not limited to the incapacitated person's health, medical and dental care, residence, education, employment and habitation; a report on the manner in which the guardian carried out the guardian's powers and fulfilled the guardian's duties; and the guardian's opinion regarding the continued need for guardianship. If the guardian has been provided power pursuant to Paragraph (4) of Subsection B of Section 45-5-312 NMSA 1978, the report shall contain information on financial decisions made by the guardian. The report shall be substantially in the following form:
"STATE OF NEW MEXICO COUNTY OF ____________________ ______ JUDICIAL DISTRICT COURT IN THE MATTER OF THE GUARDIANSHIP OF ________________________________________________
CAUSE NO. __________
an incapacitated adult
GUARDIAN'S 90-DAY ____ ANNUAL ____ FINAL ____ (check one) REPORT ON THE CONDITION AND WELL-BEING OF AN ADULT PROTECTED PERSON
Date of Appointment: _________________________
Pursuant to Section 45-5-314 NMSA 1978, the undersigned duly appointed, qualified and acting guardian of the above- mentioned protected person reports to the court as follows (attach additional sheets, if necessary):
PERSON: Residential Address____________________________ Facility Name _________________________________ City, State, Zip Code__________________________ Telephone _____________ Date of Birth ________
Name of person primarily responsible at protected person's place of residence:__________________________________________.
2. GUARDIAN: Name __________________________________________ Business Name (if any) ___________________________ Address _________________________________________ City, State, Zip Code ____________________________ Telephone ____________ Alternate Telephone # _____ Relation to Protected Person _____________________
3. FINAL REPORTS ONLY (otherwise, go to #4)
I am filing a Final Report because of: ___ My resignation ___ Death of the Protected Person ___ Court Order ___ Other (please explain): __________________________
A. If because of resignation, Name of successor, if appointed: _____________________________________
Address ______________________________________________ City, State, Zip Code_________________________________
B. If because of Protected Person's death: (attach copy of death certificate, if available)
Date and place of death:______________________________________ Name of personal representative if appointed: _________________ Address ______________________________________________________ City, State, Zip Code_________________________________________
4. During the past year or 90 days (if initial report), I have visited the Protected Person ______ times. The date of my last personal visit was __________________________.
5. (A) Describe the residence of the Protected Person:
_____ Hospital/medical facility _____ Protected Person's home
_____ Guardian's home _____ Relative's home (explain below)
_____ Nursing home _____ Boarding/Foster/Group Home
(B) During the past year or 90 days (if first report), has the Protected Person changed his/her residence? ______ Do you anticipate a change of residence for the protected person in the next year?______
6. The name and address of any hospital or other institution (if any) where the Protected Person is now admitted: ______________________________________________________________ _____________________________________________________________.
7. The Protected Person is under a physician's regular care.
_____ Yes _____ No
Identify the health care providers. Physician: ____________________________________________________ Dentist (if any): _____________________________________________ Mental Health Professional (i.e., psychiatrist, counselor): ______________________________________________________________ Other:________________________________________________________
8. (A) During the past year or 90 days (if initial report), the Protected Person's physical health: Remained the same _____ Primary diagnosis: ___________________________________________
_____ improved _____ deteriorated
(explain) _______________________________________
(B) During the past year or 90 days (if initial report), the Protected Person's mental health: Remained the same _____ Major diagnosis, if any: ______________________________
Improved ________ deteriorated (explain) __________________ If physical or mental health has deteriorated, please explain: ______________________________________________________________
9. Describe any significant hospitalizations or mental or medical events during the past year or 90 days (if initial report): ______________________________________________________________
10. List the Protected Person's activities and changes, if any, over the past year or 90 days (if initial report): Recreational Activities: ______________________________________
Educational Activities: _______________________________________ Social Activities: ____________________________________________ List Active Friends and/or Relatives: _________________________ Occupational activities: ______________________________________ Other: _______________________________________________________
11. Describe briefly any contracts entered into and major decisions made on behalf of the Protected Person during the past year or 90 days (if initial report): ______________________________________________________________
12. The Protected Person has made the following statements regarding his/her living arrangements and the guardianship over him/her: ______________________________________________________________
13. I believe the Protected Person has unmet needs. _____Yes (explain) _____ No ________________________________________________________
If yes, indicate efforts made to meet these needs: ______________________________________________________________
14. The Protected Person continues to require the assistance of a guardian: _____ Yes _____ No Explain why or why not: _______________________________________ _____________________________________________________________.
15. The authority given to me by the Court should: _____remain the same _____ be decreased _____ be increased Why: _________________________________________________________ ______________________________________________________________
16. Additional information concerning the Protected Person or myself (the guardian) that I wish to share with the Court: ______________________________________________________________ ______________________________________________________________ ______________________________________________________________
17. If the court has granted you the authority to make financial decisions on behalf of the Protected Person, then please describe the decisions you have made for the protected person: _____________________________________________________. Signature of Guardian: ________________________ Date: _______
Printed Name: _______________________________."
A.[B.] Any guardian may rely on a qualified health care professional's current written report to provide descriptions of the physical and mental conditions required in items 7, 8, 9, 14 and 15 of the annual report as specified in Subsection A of this section.
B.[C.] The guardian may be fined five dollars ($5.00) per day for an overdue annual report. The fine shall be used to fund the costs of visitors, counsel and functional assessments utilized in conservatorship and guardianship proceedings pursuant to the Uniform Probate Code.
C.[D.] The court shall not waive the requirement of an annual report under any circumstance but may grant an extension of time not to exceed sixty days. The court may require the filing of more than one report annually.
