US Laws, Codes, Statutes & Cases

45-5-314. Annual report.     A.  The guardian of an incapacitated person shall file an annual report with the appointing court 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 his successor, to the incapacitated person and to his conservator, if any.  The report shall include information concerning the progress and condition of the incapacitated person, including but not limited to his health, medical and dental care, residence, education, employment and habitation; a report on the manner in which the guardian carried out his powers and fulfilled his duties; and the guardian's opinion regarding the continued need for guardianship.  The report shall be substantially in the following form: 
 
  
 
  "IN THE DISTRICT COURT 
__________________ COUNTY, STATE OF NEW MEXICO 
   In the matter of the                   )    No. ____________  
   Guardianship of                        )  
   ________________________________       )  
   (Enter Name of Incapacitated Person)   )  
   An Incapacitated Person.               )  
     
 
  GUARDIAN'S REPORT  
     
   Pursuant to Section 45-5-314 NMSA 1978, the undersigned duly appointed, qualified and acting guardian of the above-mentioned incapacitated person reports to the court as follows: 
     
 
   1. My name is: _____________________________________________________________
     
 
   2. My address and telephone number are: ___________________________________ 
 
  _____________________________________________________________________________
     
   3. The name, if applicable, and address of the place where the 
incapacitated person now resides are: ________________________________________
     
   4. A description of the incapacitated person's place of residence and of programs, activities or services in which the incapacitated person is 
involved is as follows: ______________________________________________________
     
   5. The name of the person primarily responsible for the care of the 
incapacitated person at such person's place of residence is: _________________
     
   6. The name and address of any hospital or other institution where the 
incapacitated person is now admitted on a temporary basis are: _______________
     
 
   7. A brief description of the incapacitated person's physical condition is: 
     
 
   8. A brief description of the incapacitated person's mental condition is: __
     
   9. A brief description of contracts made on behalf of the incapacitated 
person during the past year is: ______________________________________________
     
   10.  A brief description of major decisions made on the incapacitated 
person's behalf during the past year is: _____________________________________
     
 
   11. The reasons, if any, why the guardianship should continue are: ________ 
 
  Signature of Guardian: ______________________________________________________
     
      Date: ________________________". 

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 and 11 of the annual report as specified in Subsection A of this section.   

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 Probate Code [this chapter].   

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.