Adult Guardianship Periodic Reporting Requirements in Maryland

At a glance

Requirements one by one

Guardian of the person

Estates and Trusts § 13-708(b)(8) calls for an “annual or biannual report with the court.” It must identify the ward's present residence and health status, the guardian's future well-being plan, and whether the guardianship should continue, cease, or have different powers. The Judiciary's Rule 10-206(e) form instructs a guardian of the person to file annually within 60 days after the appointment anniversary, or as the court otherwise directs. Follow the appointment order and current court instructions for the assigned interval.

Guardian of the property

Estates and Trusts § 13-209 places inventory and accounting procedure in the Maryland Rules. The Judiciary's Rule 10-707 inventory form requests asset values and balances as of appointment, with supporting statements. Its opening filing instruction is within 60 days after appointment unless the court directs otherwise. The Rule 10-708 fiduciary account form asks for period-end property and liabilities, income and disbursements, changed assets, and supporting account records; it instructs annual filing within 60 days after the appointment anniversary unless the court directs otherwise.

Court review

After the person report, § 13-708(b)(8)(ii) directs the court to renew the appointment if the original grounds persist. If the court believes they may not, it holds a hearing; if it does not make the required findings, it orders discontinuance. The provision does not specify an automatic result solely because a report is late.

What trips people up

The person statute says “annual or biannual,” while the Judiciary's standard form gives an annual anniversary instruction with a court-direction exception. The guardian should use the interval and deadline set for the particular case. An opening property inventory and later annual property accounts are different filings; the inventory form's introductory note includes “each year,” but its appointment-date inventory fields should not be read as creating a recurring inventory requirement.

Common questions

Must the person guardian file a separate care plan? Section 13-708(b)(8) makes the future well-being plan part of the periodic report.

Does the property guardian file at the end of service? The Judiciary's Rule 10-708 form says it is also the final fiduciary account when the property guardianship ends or the guardian resigns or is removed.

Do the forms require a sworn signature? The Judiciary forms contain an affirmation under penalty of perjury. The property forms also request supporting statements or value documents.

Statutes and sources

• Md. Code, Est. & Trusts § 13-708(b)(8): “The duty to file an annual or biannual report with the court indicating the present place of residence and health status of the ward, the guardian’s plan for preserving and maintaining the future well–being of the ward, and the need for continuance or cessation of the guardianship or for any alteration in the powers of the guardian.” Official text, accessed 2026-10-03.
• Md. Code, Est. & Trusts § 13-209: “Inventory and accounting in proceedings under this subtitle shall be as provided by the Maryland Rules.” Official text, accessed 2026-10-03.
• Md. Rule 10-707, Judiciary form CC-GN-011: “Attach copies of statements that show fair market values and balances as of the date of your appointment.” Official form, accessed 2026-10-03.
• Md. Rule 10-708(a), Judiciary form CC-GN-012: “This form is also used as the final Fiduciary’s Account if the guardianship of the property is terminated, or the guardian of the property resigns or is removed by the court.” Official form, accessed 2026-10-03.
• Md. Rule 10-206(e), Judiciary form CC-GN-013: “Guardians of the person of disabled persons must complete and file this form each year within 60 days of the anniversary of their appointment, or as the court otherwise directs.” Official form, accessed 2026-10-03.