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Orphans' Court - Guardianship Information
Guardianship Tracking System
All guardians are encouraged to file their annual reports through the online Guardianship Tracking System. Reports are submitted through the online system to the local Court for review.
- New Users should register at https://ujsportal.pacourts.us/Secure/Register.aspx. Contact Terri Santaniello, Orphans' Court Supervisor, at TSantani@montcopa.org if a User Access Code is needed.
- Registered Users can access the Guardianship Tracking System here: https://ujsportal.pacourts.us/Login.aspx
- The Guardianship Tracking System has a robust Help section, including video tutorials and step-by-step guides.
- Contact the Guardianship Tracking System Help Desk at GTSAOPC@pa.us or 1-877-227-2672 for assistance with logging in or accessing reports.
- Contact the Clerk of the Orphans' Court, at ROWSupport@montcopa.org or 610-278-3400 with other questions regarding annual reports.
Please note that Guardians should seek advice of an attorney for any legal questions. Court personnel are not permitted to give legal advice.
- Filing for a guardianship
- For the Adjudicated Incapacitated Person
- For the Guardian of the Person
- For the Guardian of the Estate
- Finances and Expenditures
- Inventory and Annual Reports
Filing for a Guardianship
- Checklist for Guardianship Proceedings
- Petition for Adjudication of Incapacity & Apptmt of Emergency & Plenary Guardians of Person & Estate
- Petition for Adjudication of Incapacity & Apptmt of Plenary Guardians of Person & Estate
- Petition for Adjudication of Incapacity & Apptmt of Limited Guardians of Person & Estate
- Affidavit of Service of Citation with Notice and Petition on Alleged Incapacitated Person
- Citation With Notice
- Consent to Serve as Guardian
- Expert Report
- Notice to the Court of Non-Representation of Alleged Incapacitated Person
- Affidavit of Physician Excusing Attendance of Alleged Incapacitated Person
- Affidavit of Service on Heirs and Interested Parties
- Notification of Mental Health Commitment (Form SP 4-131 / Notice of No Firearms)
- Notice Of Right To Appeal
For the Adjudicated Incapacitated Person
For the Guardian of the Person
- Guardianship Manual: Duties Of Guardian Of The Person And/Or Estate
- Guardian of the Person Report - State Form G-03
- Petition to Waive Filing Fees
- Petition For A Review Hearing
- Petition To Appoint Successor Guardian
- List of Statutes Accepting Guardianship From Another State
- Petition to Transfer Guardianship
- Emergency Petition for Guardianship End of Life Decisions
For the Guardian of the Estate
- Guardianship Manual: Duties Of Guardian Of The Person And/Or Estate
- Guardian of Incapacitated Person Inventory - State Form G-05
- Instructions - Guardian of the Estate Report
- Guardian of the Estate Report - State Form G-02
- Notice of Filing - State Form G-07
- Petition to Waive Filing Fees
- Petition For A Review Hearing
- Petition for Approval of Expenditure from the Estate of an Incapacitated Person
- Petition For Approval Of Counsel Fees
- Petition To Appoint Successor Guardian
- Petition for Adjudication of Account
- List of Statutes Accepting Guardianship From Another State
- Petition to Transfer Guardianship
Finances and expenditures
- Guardianship Manual: Duties Of Guardian Of The Person And/Or Estate
- Guardian of Incapacitated Person Inventory - State Form G-05
- Guardian of the Estate Report - State Form G-02
- Instructions - Guardian of the Estate Report
- Petition for Approval of Expenditure from the Estate of an Incapacitated Person
- Petition For Approval Of Counsel Fees
- Petition to Waive Filing Fees
- Petition for Adjudication of Account
Inventory and Annual reports
Please contact the Clerk of Orphans’ Court , 610-278-3400
, ROWSupport@montcopa.org, with questions about guardianship annual reports or forms.