Revised 01/2019, CN 10558 (Adult Guardianship – Person & Estate) page 8 of 35
STEP 6: Complete the Order Fixing
Hearing Date and Appointing Attorney for
Alleged Incapacitated Person (Form F).
The Order Fixing Hearing Date and Appointing
Attorney for Alleged Incapacitated Person is
used by the judge to schedule a hearing and to
appoint an attorney for the subject of the
guardianship action. The judge handling the
case will usually schedule a hearing to evaluate
the need for the proposed guardianship. Please
complete the information at the top of the form.
Note that there are places on the Order Fixing
Hearing Date that the court will complete.
Instructions for Form F can found on page 29.
STEP 7: Complete the Judgment of
Incapacity and Appointment of Guardian(s) of
the Person and Estate (Form G).
The Judgment of Incapacity and Appointment of
Guardian(s) of the Person and Estate is the
official document that will be completed and
signed by the judge if it is determined that the
alleged incapacitated person requires a guardian.
Enter the information on the top of the form.
Note that there are places on the Judgment that
the court will complete. Instructions for Form
G are found on page 32.
STEP 8: Attach the Filing Fee.
Make a check or money order payable to the
Surrogate of the county in which the
application is filed in the amount of $200. This
is the fee for filing your papers.
STEP 9: Check your completed forms and
make copies.
Check your forms and make sure they are
complete. Remove all instruction sheets. Make
sure you have signed all the forms wherever
necessary. All forms must have an original, ink
signature. You also need to make several
copies of each form. The original and one (1)
copy will be sent to the court. Copies will also
need to be provided to anyone who requires
notice of the action. Please also retain a copy
for your records.
Checklist - In Step 10, you will be directed to
mail your documents to the court. The
following checklist will help insure your
package is complete:
The original of each of the forms you
filled out: Adult Guardianship Case
Information Statement (Form A);
Verified Complaint to Appoint
Guardian(s) of the Person and Estate
(Form B); Certification of Assets (Form
C); Certification of Physician or
Psychologist (Form D); Cover Page
Individualized Education Program OR
Certification in Support of Guardianship
(Form E-1 or E-2); Order Fixing
Hearing Date and Appointing Attorney
for Alleged Incapacitated Person (Form
F); Judgment of Incapacity and
Appointment of Guardian(s) of the
Person and Estate (Form G).
one (1) copy of each of the completed
forms.
The filing fee in the amount of $200. It
must be a check or money order payable
to the Surrogate in the county in which
the application is filed.
A self-addressed stamped envelope so
that the court will be able to return the
filed forms to you. Be sure to include
adequate postage.
STEP 10: Mail or deliver the forms to the
court.
You may mail or deliver to the court the original
and one copy of all the forms: Adult
Guardianship Case Information Statement
(Form A); Verified Complaint to Appoint
Guardian(s) of the Person and Estate (Form B);
Certification of Assets (Form C); Certification
of Physician or Psychologist (Form D); Cover
Page Individualized Education Program OR
Certification in Support of Guardianship (Form
E-1 or E-2); Order Fixing Hearing Date and
Appointing Attorney for Alleged Incapacitated
Person (Form F); Judgment of Incapacity and
Appointment of Guardian(s) of the Person and
Estate (Form G) along with a self-addressed
stamped envelope and the filing fee.