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PC-G-17.2A (2-2008)

PROBATE COURT OF FRANKLIN COUNTY, OHIO

IN THE MATTER OF THE GUARDIANSHIP OF

CASE NO.

GUARDIANSHIP TRANSFER - INFORMATION UPDATE

[R.C.2111.47.1]

Updated information for the guardian and the ward is necessary in order for this Court to have an accurate guardianship record.

1. TYPE OF GUARDIANSHIP

 

A.

Non-Limited

Limited

B.

Person and Estate

Estate Only

2. IF LIMITED GUARDIANSHIP:

The limited powers of the guardian are:

Person Only

As the Guardian, I am currently bonded. Amount $

Surety

Agency

Yes

No

I have informed the bonding company of the guardianship transfer.

Yes No

4.A LIST OF THE NEXT OF KIN, FORM 15.0, OF THE WARD IS ATTACHED.

5.UPDATED GUARDIAN INFORMATION:

Name and AKA

Home Address

Telephone No.

 

 

 

City

State

Zip

 

 

 

 

 

 

 

 

 

 

 

 

 

 

E-mail Address

 

 

 

 

 

 

 

 

 

 

 

 

D.O.B.

 

 

 

 

 

Relationship to Ward

 

 

 

 

Occupation

 

 

 

 

 

 

 

 

 

Work Address

 

 

 

 

 

 

 

 

Work Telephone

 

 

City

State

Zip

 

 

 

 

 

 

FRANKLIN COUNTY FORM 17.2A - GUARDIANSHIP TRANSFER - INFORMATION UPDATE

CASE NO.

I (have/have not) been charged with, or convicted of, a crime involving theft; physical violence; or sexual, alcohol, or substance abuse. If you have been so charged or convicted, list dates and places of the charge(s) or conviction(s), O.R.C. 2111.03(A).

Charge/Conviction

 

Date

 

Place

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

6.UPDATED INFORMATION REGARDING WARD: A. Full Name and AKA

Age

 

 

Date of Birth

 

 

 

 

Male

 

 

 

Female

 

Residence

 

 

 

 

 

 

 

 

 

 

 

 

 

City, State, Zip Code

 

 

 

 

 

 

 

 

 

 

in

 

 

 

 

County, Ohio

Telephone Number

 

 

 

Length of time at that residence

 

 

 

 

 

 

 

 

B.Name of person, other than ward, who may be contacted at the address where the ward is living.

Telephone Number

 

Best time to call

C.In the event of the death or incapacity of the guardian, the Court should contact the nearest friends or relatives whose names and addresses are:

Name

 

 

 

Telephone Number

 

Address

 

 

 

 

City, State, Zip Code

 

 

 

Name

 

Telephone Number

 

Address

 

 

 

City, State, Zip Code

 

 

 

Name

 

Telephone Number

 

Address

 

 

 

City, State, Zip Code

 

 

 

7.FURTHER INFORMATION CONCERNING THE WARD:

A. Rights

1.What rights has the Ward retained, if any:

None

Vote

Marry

Contract

Execute a will

Obtain driver's license / drive a vehicle

Hold or convey property

Other: (please specify)

B.Documents/Payeeship

1.Does the Ward have a Last Will & Testament. If yes, where is it located?

2

CASE NO.

2.Does the ward have a safe deposit box? If so, where is it located?

3.Does the ward have a power of attorney? If so, who is the designated POA?

4.Does the ward have a living will? Where is the document?

5. Is there a DNR for the Ward?

Yes

No

6.Is there a Social Security payee for the ward? If yes, who.

7.Does the ward receive Veterans' Administration funds? If yes, who is the payee of VA funds?

C.Medical

1.The ward suffers from the following disabilities:

Infirmities of aging

Developmentally disabled

Other

Chronic mental illness Substance Abuse

2.The most recent Guardian's Report and accompanying Statement of Expert Evaluation were filed on:

I hereby certify that all the foregoing information and accompanying Forms 17.SSN, 17.0G, & 15.2A are correct to the best of my knowledge and belief.

Signature

 

Signature

 

 

 

Attorney for Guardian and registration number

 

Guardian

 

 

 

Address

 

Address

 

 

 

City, State, Zip Code

 

City, State, Zip Code

 

 

 

Telephone

 

Telephone

3

Document Properties

Fact Name Description
Form Purpose The Ohio PC G 17 2A form is used to update information regarding the guardianship of an individual.
Governing Law This form is governed by Ohio Revised Code Section 2111.47.1.
Types of Guardianship The form allows for the designation of limited or non-limited guardianship for both the person and estate, or estate only.
Information Required Updated information for both the guardian and the ward is required to maintain accurate court records.

Documents used along the form

When dealing with the guardianship process in Ohio, several forms and documents may be required alongside the Ohio PC G 17 2A form. Each document serves a specific purpose and helps ensure that the guardianship arrangement is properly established and maintained. Below is a list of commonly used forms that may accompany the PC G 17 2A.

  • Form 15.0 - Next of Kin List: This form provides essential information about the ward's next of kin. It is crucial for maintaining accurate records and ensuring that family members are informed about the guardianship status.
  • PC-G-17 - Guardian's Report: This report details the guardian's activities and the ward's well-being. It is typically submitted annually and helps the court monitor the guardianship arrangement.
  • Motorcycle Bill of Sale Form: To ensure proper documentation in your motorcycle transactions, refer to our detailed motorcycle bill of sale requirements for a legally binding agreement.
  • PC-G-18 - Statement of Expert Evaluation: This document includes an evaluation from a qualified professional regarding the ward's mental and physical condition. It supports the guardianship case by providing insights into the ward's needs.
  • Power of Attorney (POA): If applicable, this document designates an individual to make decisions on behalf of the ward. It is essential for ensuring that the ward’s interests are represented in legal and financial matters.
  • Last Will and Testament: If the ward has a will, this document outlines their wishes regarding the distribution of their estate after death. It is important for guardians to be aware of any existing wills to manage the ward's affairs appropriately.

Gathering these documents is vital for a smooth guardianship process. Each form plays a significant role in ensuring that the rights and needs of the ward are respected and upheld. Proper documentation not only facilitates legal compliance but also promotes the welfare of the individual under guardianship.

Guidelines on Filling in Ohio Pc G 17 2A

Completing the Ohio PC G 17 2A form is a crucial step in ensuring that the guardianship records are accurate and up to date. This process involves providing detailed information about both the guardian and the ward. It is essential to fill out the form carefully to avoid any delays in the court's processing of the guardianship transfer.

  1. Obtain the form: Download the Ohio PC G 17 2A form from the official Probate Court website or acquire a physical copy from the court office.
  2. Type of Guardianship: Indicate whether the guardianship is "Limited" or "Non-Limited." Specify if it pertains to the "Person and Estate" or "Estate Only."
  3. If Limited Guardianship: Provide details about the limited powers of the guardian. Confirm if you are currently bonded, including the bond amount and surety agency.
  4. Next of Kin: Attach Form 15.0, which lists the next of kin of the ward.
  5. Updated Guardian Information: Fill in your name (and any aliases), home address, telephone number, email address, date of birth, relationship to the ward, and occupation. Include your work address and work telephone number.
  6. Criminal History: Indicate whether you have been charged with or convicted of any crimes related to theft, violence, or substance abuse. If applicable, provide details of the charges or convictions.
  7. Updated Ward Information: Enter the ward's full name, age, date of birth, gender, and residence details. Include a contact person's name, telephone number, and the best time to call.
  8. Emergency Contacts: List names, telephone numbers, and addresses of friends or relatives to contact in case of the guardian's death or incapacity.
  9. Ward's Rights: Specify any rights retained by the ward, such as voting or marrying.
  10. Documents and Payeeship: Answer questions regarding the ward's will, power of attorney, living will, DNR status, and any Social Security or VA funds.
  11. Medical Information: Describe any disabilities the ward suffers from, and provide the date of the most recent Guardian's Report.
  12. Certification: Sign the form, certifying that all information provided is accurate to the best of your knowledge.

Once the form is completed, it should be submitted to the appropriate Probate Court for processing. Ensure that all required attachments are included, as this will help facilitate a smoother review and approval process. Timeliness is key, so be sure to check for any deadlines related to your guardianship case.

Common mistakes

Filling out the Ohio PC G 17 2A form can be a straightforward process, but many individuals make common mistakes that can lead to delays or complications. One frequent error is not clearly indicating the type of guardianship. This form requires you to specify whether the guardianship is limited or non-limited, and whether it pertains to the person, estate, or both. Failing to make these distinctions can create confusion and may necessitate additional clarification from the court.

Another mistake involves the completion of the updated guardian information section. It is crucial to provide accurate and current details, including your name, address, and contact information. Omitting any of this information or providing outdated details can hinder communication and affect the court's ability to reach you when necessary.

Many people also overlook the importance of disclosing any criminal history. The form specifically asks whether the guardian has been charged with or convicted of crimes involving theft, violence, or substance abuse. Not answering this question truthfully can lead to serious legal repercussions, including potential removal as guardian.

Additionally, some individuals fail to attach the required documentation, such as the list of next of kin for the ward. This information is essential for the court to have a complete understanding of the ward's family dynamics and support system. Without this attachment, the form may be considered incomplete.

Another common oversight is neglecting to provide updated information regarding the ward. This includes the ward's current address, contact numbers, and any changes in their medical status or rights. Such omissions can lead to misunderstandings about the ward's needs and rights, ultimately affecting their care and legal standing.

In the section concerning the ward's rights, individuals sometimes fail to specify which rights have been retained. This can result in ambiguity regarding the ward's legal status and what decisions they can still make independently. Clearly stating these rights is essential for the court's understanding.

Some applicants also forget to provide details about important documents related to the ward, such as wills, powers of attorney, or living wills. Not indicating where these documents are located can complicate matters if decisions need to be made regarding the ward's care or estate.

Another frequent error is not including contact information for individuals who can be reached in case of the guardian's incapacity or death. This information is vital for ensuring continuity of care and support for the ward. Omitting it can leave the ward without immediate assistance in critical situations.

Lastly, individuals often fail to review the entire form for accuracy before submission. Simple typographical errors or missing signatures can lead to delays in processing. Taking the time to double-check all entries ensures that the form is complete and accurate, which can facilitate a smoother guardianship transfer process.

FAQ

  1. What is the purpose of the Ohio PC G 17 2A form?

    The Ohio PC G 17 2A form is designed to provide updated information regarding both the guardian and the ward in a guardianship case. This ensures that the Probate Court of Franklin County has accurate records for the ongoing management of the guardianship.

  2. Who needs to fill out this form?

    This form must be completed by the guardian of the ward. It is essential for guardians to keep the court informed about any changes in their circumstances or the circumstances of the ward.

  3. What information is required about the guardian?

    The form requires the guardian's full name, home address, telephone number, email address, date of birth, relationship to the ward, and occupation. Additionally, the guardian must disclose if they have been charged with or convicted of any crimes related to theft, violence, or substance abuse.

  4. What details are needed about the ward?

    Information about the ward includes their full name, age, date of birth, gender, and current residence. The form also asks for contact details of a person who can be reached at the ward's residence, as well as emergency contacts in case of the guardian's incapacity or death.

  5. What rights can the ward retain?

    The form allows the guardian to specify which rights the ward has retained. These may include the right to vote, marry, execute a will, obtain a driver’s license, or hold property. It is crucial to accurately report these rights to the court.

  6. Are there any medical details that need to be disclosed?

    Yes, the form requires information about the ward's medical condition, including any disabilities or chronic illnesses. This helps the court understand the ward's needs and ensure appropriate care is provided.

  7. What should be done if the ward has a will or power of attorney?

    If the ward has a Last Will & Testament or a power of attorney, the guardian must indicate where these documents are located and who the designated power of attorney is. This information is vital for legal and financial matters concerning the ward.

  8. Is there a deadline for submitting the PC G 17 2A form?

    While specific deadlines may vary, it is generally advisable to submit the form as soon as there are changes in the guardian's or ward's circumstances. Keeping the court informed promptly helps maintain the integrity of the guardianship.

  9. What happens if the information provided is incorrect?

    Providing incorrect information can have serious consequences. It is essential for the guardian to ensure that all details are accurate to the best of their knowledge. If inaccuracies are discovered, they should be reported to the court immediately to rectify any issues.

  10. Where can I find assistance with filling out this form?

    If you need help completing the PC G 17 2A form, consider reaching out to a legal professional or the Probate Court's office. They can provide guidance and ensure that you understand the requirements and implications of the information you are providing.