Okla. Stat. tit. 30, § 30-4-306

property - Requirements - Attachments - Review of financial

resources.

A. A report on the guardianship or limited guardianship of the

property of a ward shall set forth:

1. The name and place of abode of the ward, and the name and

address of the guardian or limited guardian;

2. If the ward is an incapacitated or partially incapacitated

person, significant changes in the capacity of the ward to manage

his financial resources and the services being provided to the ward

and the relationship of those services to the individual

guardianship plan for the management of financial resources;

3. Any significant actions taken by the guardian or limited

guardian during the reporting period;

4. Any significant problems relating to the guardianship which

have arisen during the reporting period; and

5. If the ward is an incapacitated or partially incapacitated

person, the reasons, if any, why the guardianship should not be

terminated, or why no less restrictive alternative would permit the

ward to manage his financial resources.

B. If the ward is an incapacitated or partially incapacitated

person, reports on the guardianship of the property shall be

substantially in the following form:

Report on the Guardianship of Property

I, (Name) the (Guardian or Limited Guardian of the

property) of (Name) , an incapacitated (or a partially

incapacitated) person, hereby submit this (annual, court-ordered)

Report.

1. List any significant changes in the capacity of the ward to

manage his or her financial resources:__________________________

________________________________________________________________

Oklahoma Statutes - Title 30. Guardian and Ward Page 85

2. The services currently being provided to the ward are as

follows:

_________________________________________________________

3. These services (are, are not) provided for in the current

Guardianship Plan as approved by the court.

The reason these services are not shown in the current plan are as

follows:_______________________________________________________

_______________________________________________________________

4. I (have, have not) taken any significant actions for or on

behalf of the ward since the last time I submitted a Guardianship

Report.

(If so:) These actions are as follows:

_______________________________________________________________

5. There (have, have not) been any significant problems relating to

the guardianship since the last time I submitted a Guardianship

Report.

(If so:) The problems are as follows:

_______________________________________________________________

6. In my opinion, the guardianship (should, should not) be

continued. The reasons for my belief are as follows:

_______________________________________________________________

7. It is my belief that the ward (would, would not) be able to

manage his or her financial resources with fewer restrictions on the

ward's ability to act for him or herself. The reasons for my belief

are as follows:

_______________________________________________________________

I hereby swear that the answers set forth above are true and correct

to the best knowledge and belief of the undersigned, subject to the

penalties of making a false affidavit or declaration.

_________________ _______________________________________

(Date of Report) (Signature of Guardian or Limited Guardian)

C. If the ward is a minor, reports on the guardianship of the

property shall be substantially in the following form:

I, (Name) the (Guardian or Limited Guardian of the

property) of (Name) , a minor, hereby submit this (annual,

court-ordered) Report.

1. The services currently being provided to the ward are as

follows:

_________________________________________________________

2. These services (are, are not) provided for in the current

Guardianship Plan as approved by the court.

The reason these services are not shown in the current plan are as
dian of the

property) of (Name) , a minor, hereby submit this (annual,

court-ordered) Report.

1. The services currently being provided to the ward are as

follows:

_________________________________________________________

2. These services (are, are not) provided for in the current

Guardianship Plan as approved by the court.

The reason these services are not shown in the current plan are as

follows:_______________________________________________________

_______________________________________________________________

3. I (have, have not) taken any significant actions for or on

behalf of the ward since the last time I submitted a Guardianship

Report.

Oklahoma Statutes - Title 30. Guardian and Ward Page 86

(If so:) These actions are as follows:

_______________________________________________________________

4. There (have, have not) been any significant problems relating to

the guardianship since the last time I submitted a Guardianship

Report.

(If so:) The problems are as follows:

_______________________________________________________________

I hereby swear that the answers set forth above are true and correct

to the best knowledge and belief of the undersigned, subject to the

penalties of making a false affidavit or declaration.

_________________ _______________________________________

(Date of Report) (Signature of Guardian or Limited Guardian)

D. Whenever there are changes or proposed changes to the

guardianship plan, an individual guardianship plan for the

management of financial resources, substantially in the same form as

provided in Section 3-122 of this title, shall be submitted with the

guardianship report and shall show any such changes or proposed

changes in the guardianship plan since last submitted and approved

by the court.

E. The report:

1. Shall contain a complete financial statement of the

financial resources of the ward under the control or supervision of

the guardian or limited guardian of the property;

2. Shall contain an accounting of any receipts and

disbursements received, or expenditures made by the guardian or

limited guardian on behalf of the ward;

3. May include any request for compensation for the guardian;

and

4. May include any compensation request for the attorney for

the ward.

F. As directed by the court, following submission of a report

or in conjunction with an initial or annual review or any subsequent

proceeding, a guardian or limited guardian shall submit to an actual

review of the financial resources placed under his control.