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Free Ohio Pc G 17 2A Template

The Ohio PC-G-17.2A form is a vital document for updating the court on the necessary information regarding the guardianship situation in Franklin County. It ensures that the court has the latest details on both the guardian and the ward, covering everything from the type of guardianship to the rights retained by the ward. This form plays a crucial role in maintaining the accuracy of guardianship records in the Probate Court of Franklin County, Ohio.

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The Ohio PC G 17 2A form, officially known as the Guardianship Transfer - Information Update form, serves an essential function within the Franklin County Probate Court system by ensuring that all details pertaining to the guardianship arrangements are current and accurately recorded. This form meticulously gathers updated information concerning both the guardian and the ward to ensure the court's records reflect the most recent and precise data. Among the critical aspects covered are the type of guardianship, whether it is limited or non-limited, and specifics about its scope, including whether it pertains to the person, the estate, or both. It notably includes sections for the guardian to disclose any criminal charges or convictions related to theft, physical violence, or misuse of alcohol or substances, which underscores the court's commitment to the ward's safety. Additionally, the form requires detailed updates on the ward's living situation, including their residence, contact information for someone close to the ward, and a contingency plan for the ward's care in the event of the guardian's death or incapacitation. By comprising a comprehensive snapshot of the guardianship's current state, including the ward's retained rights, details about essential documents like living wills or power of attorney, and any relevant medical information, the form plays a pivotal role in ensuring the guardianship arrangement serves the best interest of the ward.

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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 Specifications

Fact Name Detail
Form Title and Number PC-G-17.2A - Guardianship Transfer - Information Update
Effective Date February 2008
Governing Law Ohio Revised Code (R.C.) 2111.47.1 and R.C. 2111.03(A)
Court of Origin Probate Court of Franklin County, Ohio
Primary Purpose Update information for the guardian and the ward to ensure accurate guardianship records.
Sections Included Type of Guardianship, Bond Information, Next of Kin Listing, Guardian and Ward Updated Information, Further Information Concerning the Ward
Specific Requirements Guardians must disclose if they have been charged or convicted of certain crimes and provide updated information on the ward's condition and any significant changes.

How to Use Ohio Pc G 17 2A

When handling the guardianship transfer process in Franklin County, Ohio, the PC-G-17.2A form plays a crucial role. This form needs to be completed with the latest information about both the guardian and the ward to ensure the court's records are up-to-date. This step is fundamental for maintaining the integrity of the guardianship process, enabling smooth transitions and accurate court supervision. The following steps will guide you through filling out the form accurately.

  1. Determine the type of guardianship by selecting either "Non-Limited" or "Limited" under section 1, and additionally, "Person and Estate", "Estate Only", or "Person Only" if it's a limited guardianship.
  2. For limited guardianship, specify the limited powers of the guardian in the space provided.
  3. Indicate if you are currently bonded as the guardian by checking "Yes" or "No", and if "Yes", provide the amount and Surety Agency. Also, confirm whether you have notified the bonding company of the guardianship transfer.
  4. Attach a List of the Next of Kin, Form 15.0, of the ward as specified in section 4.A.
  5. Fill in the updated guardian information, including name, home address, telephone number, city, state, zip, email address, D.O.B., relationship to ward, occupation, work address, and work telephone.
  6. Answer whether you have been charged with or convicted of certain crimes, and if yes, list the charges or convictions including dates and places under section 5.
  7. Provide the updated information regarding the ward, including their full name, age, date of birth, gender, residence, and contact information of someone close to the ward.
  8. Detail the event of death or incapacity of the guardian by listing the nearest friends or relatives of the ward, including their names, telephone numbers, and addresses.
  9. Under further information concerning the ward, list the rights retained by the ward, details about their Last Will & Testament, safe deposit box, power of attorney, living will, DNR status, Social Security payee, and Veterans' Administration funds payee.
  10. Describe the ward’s medical conditions and specify the disabilities or conditions that apply.
  11. Indicate when the most recent Guardian's Report and Statement of Expert Evaluation were filed.
  12. Finally, sign and date the form as the guardian, and if applicable, have the attorney for the guardian sign and provide their registration number. Include addresses and telephone numbers for both.

Once the PC-G-17.2A form is fully completed, it should be submitted to the Franklin County Probate Court. This ensures that all relevant parties are aware of the updates to the guardianship status and personal information of both the guardian and the ward, facilitating a more efficient and informed guardianship process.

Crucial Questions on This Form

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

This form serves to update both guardian and ward information in Franklin County's guardianship records. It is essential to ensure the court has accurate, up-to-date details for the efficient administration of guardianships. Information such as types of guardianship, guardian and ward personal details, and any criminal history relevant to guardianship duties are included.

Who needs to fill out the Ohio PC G 17 2A form?

Guardians currently overseeing a ward in Franklin County, Ohio, need to fill out this form. It is particularly important when there are changes in the guardian's or ward's information or when the court requests an update.

What are the different types of guardianship mentioned in the form?

The form outlines two primary types: Non-Limited and Limited Guardianship. Non-Limited encompasses authority over the person and estate, whereas Limited Guardianship might be restricted to just the person or the estate, depending on the court's specifications.

What information about the ward needs to be updated on this form?

Ward's updated information includes full name and alias, if any, age, date of birth, gender, residence details, contact information of someone close to the ward, rights retained by the ward, and any essential documents or designations such as the Last Will, power of attorney, DNR orders, and details about Social Security or Veterans' Administration payees, if applicable.

Is there a section on the form to update guardian information?

Yes, the form requires guardians to provide updated personal information, including their name, address, phone number, email, date of birth, relationship to the ward, and occupation, along with work contact details. It also inquires about the guardian's criminal history relating to theft, violence, or substance abuse.

What documentation is required to accompany this form?

Alongside the updated information form, guardians must attach a List of Next of Kin of the ward, Form 15.0, to ensure the court possesses comprehensive contact information for relatives or friends who might be important in emergencies or significant decisions.

How does this form handle guardians' criminal history?

Guardians must disclose any charges or convictions related to theft, physical violence, sexual misconduct, alcohol, or substance abuse. This disclosure includes listing the dates and places of these charges or convictions, reflecting the court's commitment to maintaining the safety and well-being of the wards.

Are guardians required to specify the disabilities of their wards?

Yes, guardians must detail the ward's disabilities, whether they are due to aging, developmental disabilities, chronic mental illness, or substance abuse. This information helps the court understand the ward's needs and ensures appropriate oversight.

What are the steps after completing the form?

After filling out the form, the guardian should sign it, confirming that all provided information and accompanying documents are accurate. The guardian's attorney, if applicable, must also sign and include their registration number. Finally, the completed form and any attachments should be submitted to the Franklin County Probate Court for processing and record updating.

Common mistakes

Filling out the Ohio PC-G-17.2A form, intended for updates in guardianship information within Franklin County's Probate Court, requires attention to detail and completeness. Mistakes during this process can delay court proceedings or result in inaccuracies in legal documents. Here are six common errors that individuals often make:

  1. Not specifying the type of guardianship. The form requires you to indicate whether the guardianship is limited or not and to specify the scope (person only, estate only, or both). Omitting this information can cause confusion regarding the guardian's responsibilities and powers.

  2. Omitting updates on bonding information. Guardians are sometimes required to be bonded. It's crucial to state whether you are currently bonded and if the bonding company has been informed of the guardianship transfer. Skipping these details can affect the legal standing of the guardianship.

  3. Failing to attach a list of the next of kin. This requirement is crucial for court records and in circumstances where the next of kin need to be contacted. Neglecting to attach Form 15.0 with the required family or kin information leaves the court without a clear contact path.

  4. Incomplete guardian or ward updates. Both the guardian's and the ward's updated information, including addresses, telephone numbers, and email addresses, are vital for maintaining accurate court records. An incomplete update can lead to miscommunication or delayed proceedings.

  5. Not listing any charges or convictions correctly. The form requires disclosure of any charges or convictions related to theft, violence, or substance abuse. Failing to disclose or inaccurately listing these can have serious legal implications.

  6. Omission of details concerning the ward’s rights and medical condition. Understanding a ward’s retained rights and current medical condition is essential for the court’s oversight of the guardianship. Incomplete information can lead to inadequate protection or care for the ward.

These errors not only impact the immediate processing of the guardianship transfer but can also affect the long-term wellbeing of the ward and the legal responsibilities of the guardian. Ensuring that every section of the form is carefully and correctly completed will help in maintaining the accuracy of court records and safeguarding the interests of all involved parties.

Documents used along the form

When dealing with the complexities of guardianship in Ohio, specifically using the PC-G-17.2A for the Probate Court of Franklin County, it's valuable to understand the accompanying documents that often intersect with this process. Proactive management of these legal requirements ensures that guardians are well-prepared to provide comprehensive care and fulfill their duties effectively. The objective is to ensure a smooth legal transition and up-to-date record-keeping, which benefits both the guardian and the ward. Below is a list of other forms and documents frequently utilized alongside the Ohio PC G 17 2A form.

  • Form 15.0 (Next of Kin of Proposed Ward): Identifies and lists the ward's closest relatives, crucial for ensuring all interested parties are notified in guardianship proceedings.
  • Form 17.0G (Guardian's Report): Required annually, this report details the ward's current condition, living situation, and the guardian’s activities over the report period.
  • Form 15.2A (Guardian's Bond): Ensures the guardianship is financially protected, providing security to the ward’s estate influenced by the guardian's actions.
  • Form 17.1 (Application for Appointment of Guardian of a Minor): Used to initiate guardianship proceedings for a minor, detailing the necessity and proposed arrangement.
  • Form 17.1A (Application for Appointment of Guardian of an Adult): Similar to Form 17.1 but specifically tailored for establishing guardianship over an adult.
  • Form 17.SSN (Statement of Guardian's Receipt of Ward’s Social Security Number): A document where the guardian acknowledges receipt of the ward's social security number, critical for financial and legal transactions.
  • Expert Evaluation (Form 17.1C): A professional assessment required to support the application for guardianship, detailing the proposed ward’s physical and mental condition.
  • Background Check Authorization (No standardized form number): Guardians might be required to undergo background checks to ensure their suitability, particularly regarding their criminal and financial history.
  • Statement of Expert Evaluation (No standardized form number): Used in conjunction with the Guardian's Report, this statement provides a medical professional's opinion on the ward's condition and needs.

Each of these documents plays a pivotal role in establishing and maintaining a guardianship in Ohio. They help to illuminate the ward’s needs, the guardian’s responsibilities, and the ongoing oversight by the court. Beyond completing forms, guardians should actively engage with the court's requirements, maintaining a transparent and open channel of communication regarding the ward's well-being and the guardianship status. By doing so, guardians contribute significantly to the ward's quality of life and legal protection.

Similar forms

The Ohio Pc G 17 2A form is notably similar to the Standard Form for Guardianship Application. Like the Ohio form, it collects detailed information about both the guardian and the ward, specifying the type of guardianship being applied for (whether full or limited) and requiring updates on the personal and contact information of all parties involved. It ensures the court is informed of any changes that might affect the guardianship arrangement, ensuring the protection of the ward's interests. This similarity helps streamline the guardianship process across different jurisdictions by maintaining consistency in the type of information collected.

Another document that shares similarities with the Ohio Pc G 17 2A form is the Guardian's Inventory form. This form also requires guardians to provide an extensive update on the ward's situation, but focuses more on the financial and asset details of the ward. While the Pc G 17 2A includes sections on the ward’s rights and assets, the inventory form delves deeper, requiring guardians to list assets and financial accounts in detail. This close examination of the ward's estate ensures that guardians are properly managing the ward's assets, aligned with the court's oversight responsibility.

The Guardianship Bond form is also closely aligned with the Ohio Pc G 17 2A form in that it addresses the financial accountability aspect of guardianship. The section of the Pc G 17 2A that deals with the guardian being bonded and the requirement to inform the bonding company of any guardianship transfer is specifically elaborated upon in a Guardianship Bond form. This document provides a financial guarantee to the court and the ward that the guardian will faithfully execute their duties, protecting the ward’s estate from potential mismanagement or misuse.

Lastly, the Notice of Guardianship Appointment form parallels the Ohio Pc G 17 2A form in its goal to update relevant parties about the guardianship status. While the Pc G 17 2A form collects updated information for court records, the Notice of Guardianship Appointment informs next-of-kin, financial institutions, and other interested parties about the appointment of a guardian. This ensures that everyone who needs to be aware of the guardianship status and of any changes thereto is properly informed, helping to safeguard the ward's well-being and interests across various spheres of their life.

Dos and Don'ts

Filling out the Ohio PC G 17 2A form accurately and completely is crucial for maintaining accurate guardianship records in Franklin County. Here are some important dos and don'ts to guide you through this process:

  • Do review the entire form before starting to ensure you understand all the requirements. This initial overview helps prevent mistakes and ensures you have all the necessary information at hand.
  • Do provide complete and accurate information about both the guardian and the ward. The court relies on this information to maintain accurate records and make informed decisions.
  • Do attach a list of the next of kin of the ward, as specified in the form. This information is critical in case the court needs to reach out to family members for any reason related to the guardianship.
  • Do disclose any charges or convictions against the guardian involving theft, physical violence, or substance abuse as per the requirements. Honesty in these disclosures is imperative for the integrity of the guardianship.
  • Do ensure that the information regarding the ward's rights, medical conditions, and financial matters is current and detailed. This includes clarifying retained rights and updating any relevant documents or payeeships.
  • Don't leave any sections incomplete. If a particular section does not apply, write "N/A" to indicate this. Incomplete forms may result in processing delays or misunderstandings about the guardianship status.
  • Don't guess any information. If you're unsure about specific details, it's better to verify the information first rather than providing incorrect data. Incorrect information could have legal implications.
  • Don't forget to sign and date the form, ensuring that both the guardian's and the attorney's (if applicable) information is filled out completely. A missing signature can invalidate the entire document.

This form plays a critical role in ensuring the well-being and proper oversight of wards under guardianship. Paying close attention to accuracy and completeness when filling it out benefits everyone involved by ensuring clarity and up-to-date records.

Misconceptions

When it comes to navigating legal forms, confusion often arises, particularly with documents as specific as the Ohio PC G 17 2A form. This form is essential in managing the update of guardianship information in Franklin County, Ohio. Let's clarify some common misconceptions:

  • It's only for updating guardian information: Many people believe the PC G 17 2A form is solely for updating information about the guardian. However, it is equally important for updating details about the ward, including their condition, rights retained, and key documents like wills or medical directives.

  • Any guardian can fill it out: A misconception exists that any guardian, regardless of their location or relation to the ward, can complete this form. In reality, it's specifically designed for use within Franklin County, Ohio, and should be completed by the appointed guardian who is actively managing the ward's affairs.

  • No need to update bonding information: There's a wrong assumption that bonding information, including whether the guardian is bonded and the details of the bonding company, doesn't need regular updates. This information is crucial for the court's records and must be updated, especially if there's been a transfer of guardianship.

  • Personal convictions aren't important: Some guardians might think personal information, particularly past convictions for crimes involving theft, violence, or substance abuse, is irrelevant to the guardianship process. This form requires such disclosures to ensure the safety and wellbeing of the ward, highlighting the significance of the guardian's background.

  • Listing next of kin is optional: A common oversight is the importance of providing a list of the ward's next of kin. It's not optional but a vital piece of information that aids in the comprehensive care and support of the ward, especially in unforeseen circumstances.

Understanding and accurately completing the PC G 17 2A form is essential for the effective management of guardianship arrangements in Franklin County. Clarity in this process helps protect the interests of both the guardian and the ward, ensuring that the court has the necessary information to support these arrangements.

Key takeaways

Filling out the Ohio Pc G 17 2A form is an important process for those who are involved in a guardianship case. This form helps ensure that the court has up-to-date information about both the guardian and the ward. Here are nine key takeaways about filling out and using this form:

  • Accuracy is crucial: It's important to provide accurate and current details to keep the court's guardianship records updated.
  • The form distinguishes between different types of guardianship (Non-Limited, Limited, Person and Estate, Estate Only) which affects the scope of authority granted to the guardian.
  • Guardians should disclose any criminal charges or convictions related to theft, physical violence, sexual, alcohol, or substance abuse as part of their updated information.
  • Updated guardian information is required, including changes in address, contact numbers, and employment details.
  • The section on the ward's updated information needs detailed input about the ward's residence, contact information, and any significant person in close proximity to the ward.
  • Guardians must list the ward’s retained rights and any significant documents/payeeships, such as wills, living wills, power of attorney, and information on Social Security or Veterans' Administration funds.
  • Understanding and specifying the ward’s medical conditions is essential for the court to have a clear picture of the ward's needs and how they are being met.
  • The form includes a section for emergency contact information in the event of the guardian’s death or incapacity, which is essential for the ward's continued welfare.
  • Finally, the guardian’s signature certifies that all provided information is accurate to the best of their knowledge, making honesty and thoroughness imperative.

By attentively filling out the Ohio Pc G 17 2A form, guardians ensure that the court remains informed about the guardianship’s current status, thus facilitating better decision-making for the welfare of the ward. This process, while detailed, is a critical step in fulfilling the responsibilities of guardianship within the state of Ohio.

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