Section 45-5-314 - Annual report. - New Mexico Statutes

45-5-314. Annual report.

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):

1.  PROTECTED
Name________________________________________________

     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

_____ Other: 

________________________________________________________

(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.