As a guardian where the court has not also appointed a conservator you have both the responsibilities of a guardian and a conservator. This means you must file the following:
The annual Status Report shows how your ward is doing and alerts the court to any changes. The Status Report covers such things as the physical and mental health of your ward, living arrangements, medical and mental health treatment, etc. Between annual Status Reports, you should inform the family and other interested persons of any significant changes in your ward's circumstances. If your ward dies, notify the court and the interested persons at once.
The inventory tells the court of all assets and obligations the ward had on the day you were appointed guardian. The accounting tells the court what has happened to those assets and obligations during the year since the inventory or last accounting was filed.
The Status Report and Accounting may not be filed before the close of the reporting year. Your judge may extend the time for filing in a given year if you can convince the judge that you have good cause. However, a late filing does not change the annual reporting period. If you need to change the reporting period you must file a motion with the court and have the judge sign an order that will change it.
If you were appointed prior to November 1, 2007, the effective date of Rule 6-501, you do not need to file the inventory. Instead, file an accounting of all obligations and assets since the date of your appointment.
If prior to November 1, 2007, you have previously filed an inventory and/or accounting, but have not filed an accounting for more than a year since, then file an accounting of all obligations and assets from the later of the filing date of the inventory or previous accounting.