Action for Guardianship of a Mentally Incapacitated Person, Rule 4:86
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Kenneth
Vercammen's Office represents persons seeking legal Guardianship of a Parent
or Adult Family Member.
Occasionally
an individual can not manage his or her life as a result of a mental or
physical disability, alcohol or drug addiction. If a legally prepared power
of attorney was signed, a trusted family member, friend or professional can
legally act on that persons affairs. If a power of attorney was not signed,
your attorney must file a formal complaint and other legal pleadings in the
Superior Court to permit the trusted family member, friend or professional to
be able to handle financial affairs.
Powers
of Attorney are generally given by one person to another so that if the
grantor of the power becomes ill or incapacitated, the Power of Attorney will
permit the holder of it to pay the grantors bills and to handle the grantors
affairs during the inability of the grantor to do the same.
A Power
of Attorney is an appointment of another person as ones agent. A Power of
Attorney creates a principal-agent relationship. The grantor of the Power of
Attorney is the principal. The person to whom the Power of Attorney is given
is the agent. We give the title "attorney-in-fact" to the agent who
is given a Power of Attorney.
Without
a legal Power of Attorney or court ordered guardianship, even a spouse does
not have the legal authority to sign their spouses signature. If a valid
power of attorney is not legally prepared, signed and acknowledged in front
of an attorney or notary, it is invalid.
Without
a power of attorney, a Guardianship Order and Judgment must be obtained from
the Superior Court to permit complete legal decision making.
According
to Disability Law, A Legal Primer published by the New Jersey State Bar
Association, "A guardian is a person appointed by a court to make
financial and personal decisions for a person proven to be legally
incompetent." p11
1. When
is a guardian needed? A guardian is needed when an individual can not manage
his or her life as a result of a mental or physical disability, alcohol or
drug addiction. The person for whom a guardian is appointed is called a
"ward". Disability Law at p11
Recently
the legislation changed the designation of "mental incompetent" to
"incapacitated person" in all laws, rules, regulations and
documents.
2. What
rights does a incompetent lose? Unless a Court orders otherwise, a ward/
incompetent does not have the right to decide where to live, spend money, use
property, appear in Court or undergo medical treatment without the approval
of his or her guardian. An unmarried incompetent also loses the right to
marry.
3. How
does somebody become the guardian of another? Guardians are appointed by
Courts after the person in need of guardianship is proven incompetent.
Guardianship actions can be brought under the general incompetency statute
(N.J.S.A. 3B:12-25 et seq.) or under the statute dealing with people who
receive services from the State Division of Developmental Disabilities.
N.J.S.A.. 30:4-165.4 et seq. Guardians who are married to the incompetent or
are parents of an unmarried incompetent can choose who will become the
guardian after the guardians die and include a clause designating their successor
in their wills. Disability Laws p12 Under the general incompetency statute, a
Complaint requesting Guardianship must be filed in the Superior Court, plus a
detailed Affidavit by the person requesting to be Guardian detailing the
assets of the incompetent plus reasons why the incompetent is no longer able
to manage their affairs. Affidavits of two doctors are also needed. The Court
will appoint a temporary attorney to interview the incompetent and prepare a
report to the Court.
4. Who
can be a guardian? Generally, a close relative or a person with a close
relationship to the proposed incompetent who will act to protect the
incompetents best interests can be guardian. when a close friend or relative
is not available, the Court may appoint the Public Guardian (for persons over
60) or an Attorney to serve as guardian.
5. What
are the rights of the proposed incompetent prior to hearing? The proposed
incompetent is entitled to receive advance notice of the guardianship
hearing, to be represented by a lawyer and to present a defense at the
hearing.
6. What
happens if the incompetent regain the ability to manage his or her affairs?
The incompetent came then go back to Court and ask to be made his or her own
guardian again, but first must show that he or she has regained "sound
reason".
7. When
is a guardian not needed? Just because a person has a disability, does not
mean that they need a guardian. A guardian is not needed if a person can
make, and understands the nature of the decisions, and communicate the
decisions to others. A guardian is not required for someone who has a
physical disability, but who can manage his or her affairs, and is not needed
if a person merely has a problem managing money or property. Disability Law
p12
4:86-1.
Complaint
Every
action for the determination of mental incapacity of a person and for the
appointment of a guardian of that person or of the persons estate or both,
other than an action with respect to a veteran under N.J.S.A. 3B:13-1 et
seq., shall be brought pursuant to R. 4:86-1 through R. 4:86-8. The complaint
shall state the name, age, domicile and address of the plaintiff, of the
alleged mentally incapacitated person and of the alleged mentally
incapacitated persons spouse, if any; the plaintiffs relationship to the
alleged mentally incapacitated person; the plaintiffs interest in the action;
the names, addresses and ages of the alleged mentally incapacitated persons
children, if any, and the names and addresses of the alleged mentally
incapacitated persons parents and nearest of kin; the name and address of the
person or institution having the care and custody of the alleged mentally
incapacitated person; and if the alleged mentally incapacitated person has
lived in an institution, the period or periods of time the alleged mentally
incapacitated person has lived therein, the date of the commitment or
confinement, and by what authority committed or confined. The complaint also
shall state the name and address of any person named as attorney-in-fact in
any power of attorney executed by the alleged mentally incapacitated person,
any person named as health care representative in any health care directive
executed by the alleged mentally incapacitated person, and any person acting
as trustee under a trust for the benefit of the alleged mentally
incapacitated person. Note: Source-R.R. 4:102-1. Amended July 22, 1983 to be
effective September 12, 1983; former R. 4:83-1 amended and rule redesignated
June 29, 1990 to be effective September 4, 1990; R. 4:86 caption amended, and
text of R. 4:86-1 amended July 12, 2002 to be effective September 3, 2002.
4:86-2. Accompanying Affidavits
The
allegations of the complaint shall be verified as prescribed by R. 1:4-7 and
shall have annexed thereto: (a) An affidavit stating the nature, location and
fair market value (1) of all real estate in which the alleged mentally
incapacitated person has or may have a present or future interest, stating
the interest, describing the real estate fully or by metes and bounds, and
stating the assessed valuation thereof; and (2) of all the personal estate
which he or she is, will or may in all probability become entitled to,
including the nature and total or annual amount of any compensation, pension,
insurance, or income which may be payable to the alleged mentally
incapacitated person. If the plaintiff cannot secure such information, the
complaint shall so state and give the reasons therefor, and the affidavit
submitted shall in that case contain as much information as can be secured in
the exercise of reasonable diligence; (b) Affidavits of two reputable
physicians, having qualifications set forth in N.J.S.A. 30:4-27.2t. If an
alleged mentally incapacitated person has been committed to a public
institution and is confined therein, one of the affidavits shall be that of
the chief executive officer, the medical director, or the chief of service
providing that person is also the physician with overall responsibility for
the professional program of care and treatment in the administrative unit of
the institution. However, where an alleged mentally incapacitated person is
domiciled within this State but resident elsewhere, the affidavits may be
those of physicians who are residents of the state or jurisdiction of the
alleged mentally incapacitated persons residence. Each affiant shall have
made a personal examination of the alleged mentally incapacitated person not
more than 30 days prior to the filing of the complaint, but said time period
may be relaxed by the court on an ex parte showing of good cause. To support
the complaint, each affiant shall state: (1) the date and place of the
examination; (2) whether the physician is a treating or examining physician;
(3) whether the physician is disqualified under R. 4:86-3; (4) the diagnosis
and prognosis and factual basis therefor; (5) for purposes of ensuring that
the alleged mentally incapacitated person is the same individual who was
examined, a physical description of the person examined, including but not
limited to sex, age and weight; and (6) the affiants opinion that the alleged
mentally incapacitated person is unfit and unable to govern himself or
herself and to manage his or her affairs and shall set forth with
particularity the circumstances and conduct of the alleged mentally
incapacitated person upon which this opinion is based, including a history of
the alleged mentally incapacitated persons condition. The affidavit should
also include an opinion whether the alleged mentally incapacitated person is
capable of attending the hearing and if not, the reasons for the individuals
inability. (c) In lieu of the affidavits provided for in paragraph (b), an
affidavit of one reputable physician having the qualifications as required by
paragraph (b), stating that he or she has endeavored to make a personal
examination of the alleged mentally incapacitated person not more than 30
days prior to the filing of the complaint but that the alleged mentally
incapacitated person or those in charge of him or her have refused or are
unwilling to have the affiant make such an examination. The time period
herein prescribed may be relaxed by the court on an ex parte showing of good
cause. Note: Source-R.R. 4:102-2; former R. 4:83-2 amended and rule
redesignated June 29, 1990 to be effective September 4, 1990; paragraphs (b)
and (c) amended July 14, 1992 to be effective September 1, 1992; paragraph
(b) amended July 13, 1994 to be effective September 1, 1994; paragraphs (a),
(b), and (c) amended July 12, 2002 to be effective September 3, 2002. 4:86-3.
Disqualification of Physician
No affidavit
shall be submitted by a physician who is related, either through blood or
marriage, to the alleged mentally incapacitated person or to a proprietor,
director or chief executive officer of any institution (except state, county
or federal institutions) for the care and treatment of the mentally ill in
which the alleged mentally incapacitated person is living, or in which it is
proposed to place him or her, or who is professionally employed by the
management thereof as a resident physician, or who is financially interested
therein. Note: Source-R.R. 4:102-3; former R. 4:83-3 amended and rule
redesignated June 29, 1990 to be effective September 4, 1990; amended July
12, 2002 to be effective September 3, 2002. 4:86-4. Order for Hearing (a)
Contents of Order. If the court is satisfied with the sufficiency of the
complaint and supporting affidavits and that further proceedings should be
taken thereon, it shall enter an order fixing a date for hearing and
requiring that at least 20 days notice thereof be given to the alleged
mentally incapacitated person, any person named as attorney-in-fact in any
power of attorney executed by the alleged mentally incapacitated person, any
person named as health care representative in any health care directive
executed by the alleged mentally incapacitated person, and any person acting
as trustee under a trust for the benefit of the alleged mentally
incapacitated person, the alleged mentally incapacitated persons spouse,
children 18 years of age or over, parents, the person having custody of the
alleged mentally incapacitated person, the attorney appointed pursuant to R.
4:86-4(b), and such other persons as the court directs. Notice shall be
effected by service of a copy of the order, complaint and supporting
affidavits upon the alleged mentally incapacitated person personally and upon
each of the other persons in such manner as the court directs. The court, in
the order, may, for good cause, allow shorter notice or dispense with notice,
but in such case the order shall recite the ground therefor, and proof shall
be submitted at the hearing that the ground for such dispensation continues
to exist. A separate notice shall, in addition, be personally served on the
alleged mentally incapacitated person stating that if he or she desires to
oppose the action he or she may appear either in person or by attorney and
may demand a trial by jury. (b) Appointment and Duties of Counsel. The order
shall include the appointment by the court of counsel for the alleged
mentally incapacitated person. Counsel shall 1) personally interview the
alleged mentally incapacitated person; 2) make inquiry of persons having
knowledge of the alleged mentally incapacitated persons circumstances, his or
her physical and mental state and his or her property; 3) make reasonable
inquiry to locate any will, powers of attorney, or health care directives
previously executed by the alleged mentally incapacitated person or to
discover any interests the alleged mentally incapacitated person may have as
beneficiary of a will or trust. At least three days prior to the hearing date
counsel shall file a report with the court and serve a copy thereof on
plaintiffs attorney and other parties who have formally appeared in the
matter. The report shall contain the information developed by counsels
inquiry; shall make recommendations concerning the courts determination on
the issue of mental incapacity; may make recommendations concerning the
suitability of less restrictive alternatives such as a conservatorship or a
delineation of those areas of decision-making that the alleged mentally
incapacitated person may be capable of exercising; and whether a case plan
for the mentally incapacitated person should thereafter be submitted to the
court. The report shall further state whether the alleged mentally
incapacitated person has expressed dispositional preferences and, if so,
counsel shall argue for their inclusion in the judgment of the court. The
report shall also make recommendations concerning whether good cause exists
for the court to order that any power of attorney, health care directive, or
revocable trust created by the alleged mentally incapacitated person be
revoked or the authority of the person or persons acting thereunder be
modified or restricted. If the alleged mentally incapacitated person obtains
other counsel, such counsel shall notify the court and appointed counsel at
least five days prior to the hearing date. (c) Examination. If the affidavit
supporting the complaint is made pursuant to R. 4:86-2(c), the court may, on
motion and upon notice to all persons entitled to notice of the hearing under
paragraph (a), order the alleged mentally incapacitated person to submit to
an examination. The motion shall set forth the names and addresses of the
physicians who will conduct the examination, and the order shall specify the
time, place and conditions of the examination. Upon request, the report
thereof shall be furnished to either the examined party or his or her
attorney. (d) Guardian Ad Litem. At any time prior to entry of judgment,
where special circumstances come to the attention of the court by formal
motion or otherwise, a guardian ad litem may, in addition to counsel, be
appointed to evaluate the best interests of the alleged mentally
incapacitated person and to present that evaluation to the court. (e)
Compensation. The compensation of the appointed counsel and of the guardian
ad litem, if any, may be fixed by the court to be paid out of the estate of
the alleged mentally incapacitated person or in such other manner as the
court shall direct. Note: Source-R.R. 4:102-4(a)(b). Paragraph (b) amended
July 16, 1979 to be effective September 10, 1979; paragraph (a) amended July
21, 1980 to be effective September 8, 1980; paragraph (a) amended July 16,
1981 to be effective September 14, 1981; caption of former R. 4:83-4 amended,
caption and text of paragraph (a) amended and in part redesignated as
paragraph (b) and former paragraph (b) redesignated as paragraph (c) and
amended, and rule redesignated June 29, 1990 to be effective September 4,
1990; paragraph (b) amended July 13, 1994 to be effective September 1, 1994;
paragraph (b) amended and paragraphs (d) and (e) added June 28, 1996 to be
effective September 1, 1996; paragraphs (a), (b), (c), (d), and (e) amended
July 12, 2002 to be effective September 3, 2002. 4:86-5. Proof of Service;
Appearance of Mentally Incapacitated Person at Hearing; Answer
Prior
to the hearing, the plaintiff shall file proof of service of the notice,
order for hearing, complaint and affidavits and proof by affidavit that the
alleged mentally incapacitated person has been afforded the opportunity to
appear personally or by attorney, and that he or she has been given or
offered assistance to communicate with friends, relatives, or attorneys. The
plaintiff or appointed counsel may produce the alleged mentally incapacitated
person at the hearing or the court may direct the plaintiff to do so, unless
the court finds that it would be prejudicial to the health of the alleged
mentally incapacitated person or unsafe for the alleged mentally
incapacitated person or others to do so. If the alleged mentally
incapacitated person or any person receiving notice of the hearing intends to
appear by an attorney, such person shall, not later than five days before the
hearing, serve and file an answer to the complaint. Note: Source-R.R.
4:102-5; caption and text of former R. 4:83-5 amended and rule redesignated
June 29, 1990 to be effective September 4, 1990; caption and text amended
July 12, 2002 to be effective September 3, 2002. 4:86-6. Hearing; Judgment
(a)
Trial. Unless a trial by jury is demanded by or on behalf of the alleged
mentally incapacitated person, or is ordered by the court, the court without
a jury shall, after taking testimony in open court, determine the issue of
mental incapacity. If there is no jury, the court, with the consent of
counsel for the alleged mentally incapacitated person, may take the testimony
of a physician by telephone or may dispense with the physicians oral
testimony and rely on the affidavits submitted pursuant to R. 4:86-2(b).
Telephone testimony shall be recorded verbatim. (b) Motion for New Trial. A
motion for a new trial shall be served not later than 30 days after the entry
of the judgment. (c) Appointment of Guardian. If a guardian of the person or
of the estate or of both the person and the estate is to be appointed, the
court shall appoint and letters shall be granted to the mentally
incapacitated persons spouse, if the spouse was living with the mentally
incapacitated person as husband or wife at the time the mental incapacity
arose, or to the mentally incapacitated persons next of kin; or if none of
them will accept the appointment or if the court is satisfied that no
appointment from among them will be in the best interests of the mentally
incapacitated person, then the court shall appoint and letters shall be
granted to such other person who will accept appointment as the court
determines is in the best interests of the mentally incapacitated person.
Before letters of guardianship shall issue, the guardian shall accept the
appointment in accordance with R. 4:96-1. The judgment appointing the
guardian shall fix the amount of the bond, unless dispensed with by the
court. The order of appointment shall require the guardian of the estate to
file with the court within 90 days of appointment an inventory specifying all
property and income of the mentally incapacitated persons estate, unless the
court dispenses with this requirement. Within this time period, the guardian
of the estate shall also serve copies of the inventory on all next of kin and
such other interested parties as the court may direct. The order shall also
require the guardian to keep the Surrogate continuously advised of the
whereabouts and telephone number of the guardian and of the mentally
incapacitated person and to advise the Surrogate within 30 days of the
mentally incapacitated persons death or of any major change in his or her
status or health. Note: Source-R.R. 4:102-6(a)(b)(c), 4:103-3 (second
sentence). Paragraph (a) amended July 26, 1984 to be effective September 10,
1984; paragraph (a) amended November 5, 1986 to be effective January 1, 1987;
paragraphs (a) and (c) of former R. 4:83-6 amended and rule redesignated June
29, 1990 to be effective September 4, 1990; paragraph (c) amended July 13,
1994 to be effective September 1, 1994; paragraphs (a) and (c) amended July
12, 2002 to be effective September 3, 2002. 4:86-7. Regaining Mental Capacity
Upon
the commencement of a separate action or upon the filing of a motion in the
original cause by the mentally incapacitated person or an interested person
on his or her behalf, supported by affidavit and setting forth facts
evidencing that the previously mentally incapacitated person no longer is
mentally incapacitated, the court shall, on notice to the persons who would
be set forth in a complaint filed pursuant to R. 4:86-1, set a date for
hearing, take oral testimony in open court with or without a jury, and may
render judgment that the person no longer is mentally incapacitated, that his
or her guardian be discharged subject to the duty to account, and that his or
her person and estate be restored to his or her control. Note: Source-R.R.
4:102-7; former R. 4:83-7 amended and rule redesignated June 29, 1990 to be
effective September 4, 1990; caption and text amended July 12, 2002 to be
effective September 3, 2002. 4:86-8. Appointment of Guardian for Nonresident
Mentally Incapacitated Person
An
action for the appointment of a guardian for a nonresident who has been or
shall be found to be a mentally incapacitated person under the laws of the
state or jurisdiction in which the mentally incapacitated person resides
shall be brought in the Superior Court pursuant to R. 4:67. The plaintiff
shall exhibit and file with the court an exemplified copy of the proceedings
or other evidence establishing the finding. If the plaintiff is the duly
appointed guardian, trustee or committee of the mentally incapacitated person
in the state or jurisdiction in which the finding was made, and applies to be
appointed guardian in this State, the court may forthwith appoint that person
without issuing an order to show cause. Note: Source-R.R. 4:102-8. Amended
July 26, 1984 to be effective September 10, 1984; former R. 4:83-8 amended
and rule redesignated June 29, 1990 to be effective September 4, 1990;
caption and text amended July 12, 2002 to be effective September 3, 2002.
4:86-9. Guardians for Mentally Incapacitated Persons Under Uniform Veterans
Guardianship Law
(a)
Complaint for Appointment. An action for the appointment of a guardian under
N.J.S.A. 3B:13-1 et seq. for a ward alleged to be a mentally incapacitated
person shall be brought in the Superior Court by any person entitled to
priority of appointment. If there is no person so entitled or if the person
so entitled fails or refuses to commence the action within 30 days after the
mailing of notice by a federal agency to the last known address of such
person entitled to priority of appointment, indicating the necessity for the
appointment, the action may be brought by any person residing in this State,
acting on the wards behalf. (b) Complaint. The complaint shall state (1) the
name, age and place of residence of the ward; (2) the name and place of
residence of the nearest relative, if known; (3) the name and address of the
person or institution, if any, having custody of the ward; (4) that such ward
is entitled to receive money payable by or through a federal agency; (5) the
amount of money due and the amount of probable future payments; and (6) that
the ward has been rated a mentally incapacitated person on examination by a
federal agency in accordance with the laws regulating the same. (c) Proof of
Necessity for Guardian of Mentally Incapacitated Person. A certificate by the
chief officer, or his or her representative, stating the fact that the ward
has been rated a mentally incapacitated person by a federal agency on
examination in accordance with the laws and regulations governing such agency
and that appointment is a condition precedent to the payment of money due the
ward by such agency shall be prima facie evidence of the necessity for making
an appointment under this rule. (d) Determination of Mental Incapacity.
Mental incapacity may be determined on the certificates, without other
evidence, of two medical officers of the military service or of a federal
agency, certifying that by reason of mental incapacity the ward is incapable
of managing his or her property, or certifying to such other facts as shall
satisfy the court as to such mental incapacity. (e) Appointment of Guardian;
Bond. Upon proof of notice duly given and a determination of mental
incapacity, the court may appoint a proper person to be the guardian and fix
the amount of the bond. The bond shall be in an amount not less than that which
will be due or become payable to the ward in the ensuing year. The court may
from time to time require additional security. Before letters of guardianship
shall issue, the guardian shall accept the appointment in accordance with R.
4:96-1. (f) Termination of Guardianship When Ward Regains Mental Capacity. If
the court has appointed a guardian for the estate of a ward, it may
subsequently, on due notice, declare the ward to have regained mental
capacity on proof of a finding and determination to that effect by the
medical authorities of the military service or federal agency or based on
such other facts as shall satisfy the court as to the mental capacity of the
ward. The court may thereupon discharge the guardian without further
proceedings subject to the settlement of his or her account. (g) Complaint in
Action to Have Guardian Receive Additional Personalty. The complaint in an
action to authorize the guardian, pursuant to law, to receive personal
property from any source other than the United States Government shall set
forth the amount of such property and the name and address of the person or
institution having actual custody of the ward. (h) Definitions. Definitions
contained in N.J.S.A. 3B:13-2 shall apply to the terms of this rule. Note:
Source-R.R. 4:102-9(a) (b) (c) (d) (e) (f) (g) (h), 4:103-3 (second
sentence). Paragraph (a) amended July 22, 1983 to be effective September 12,
1983; paragraph (a) amended July 26, 1984 to be effective September 10, 1984;
paragraphs (a) through (f) and (h) of former R. 4:83-9 amended and rule
redesignated June 29, 1990 to be effective September 4, 1990; caption
amended, paragraphs (a) and (b) amended, paragraphs (c) and (d) captions and
text amended, paragraph (e) amended, and paragraph (f) caption and text
amended July 12, 2002 to be effective September 3, 2002. 4:86-10. Appointment
of Guardian for Persons Receiving Services From the Division of Developmental
Disabilities
An
action pursuant to N.J.S.A. 30:4-165.7 et seq. for the appointment of a
guardian for a person over the age of 18 who is receiving services from the
Division of Developmental Disabilities shall be brought pursuant to these
rules insofar as applicable, except that: (a) The complaint may be brought by
the Commissioner of Human Services or a parent, spouse, relative or other
party interested in the welfare of such person. (b) In lieu of the affidavits
prescribed by R. 4:86-2 the verified complaint shall have annexed thereto two
affidavits. One affidavit shall be submitted by the chief executive officer,
medical director, or other officer having administrative control over a
Division of Developmental Disabilities program servicing the alleged mentally
incapacitated person and the other shall be submitted by a physician licensed
to practice in New Jersey or a psychologist licensed pursuant to N.J.S.A.
45:14B-1 et seq. The affidavit shall set forth with particularity the alleged
mentally incapacitated persons significant chronic functional impairment, as
that item is defined in N.J.S.A. 30:4-165.8, and the facts supporting the
affiants belief that as a result thereof, the person lacks the cognitive
capacity either to make decisions or to communicate decisions to others. (c)
If the petition seeks guardianship of the person only, the Office of the
Public Defender, if available, shall be appointed as attorney for the alleged
mentally incapacitated person, as required by R. 4:86-4. If the Office of the
Public Defender is unavailable or if the petition seeks guardianship of the
person and the estate, the court shall appoint an attorney other than the
Public Advocate to represent the alleged mentally incapacitated person. The
attorney for the alleged mentally incapacitated person may where appropriate
retain an independent expert to render an opinion respecting the mental
incapacity of the alleged mentally incapacitated person. (d) The hearing
shall be held pursuant to R. 4:86-6 except that a guardian may be summarily
appointed if the attorney for the alleged mentally incapacitated person, by
affidavit, does not dispute either the need for the guardianship or the
fitness of the proposed guardian and if a plenary hearing is not requested
either by the alleged mentally incapacitated person or on his or her behalf.
Note: Adopted July 7, 1971 to be effective September 13, 1971; amended July
24, 1978 to be effective September 11, 1978. Former rule deleted and new rule
adopted November 5, 1986 to be effective January 1, 1987; caption amended and
paragraphs (b), (c) and (d) of former R. 4:83-10 amended and rule
redesignated June 29, 1990 to be effective September 4, 1990; paragraphs (b)
and (c) amended July 14, 1992 to be effective September 1, 1992; paragraph
(c) amended June 28, 1996 to be effective September 1, 1996; paragraphs (b),
(c), and (d) amended July 12, 2002 to be effective September 3, 2002.
4:86-11. Appointment of Conservator
(a)
Commencement of Action; Complaint. An action pursuant to N.J.S.A. 3B: 13A-1
et seq. for the appointment of a conservator shall be brought by a
conservatee or other person on his or her behalf on notice, as provided by
N.J.S.A. 3B: 13A-5 and 6. The complaint shall be filed in the Superior Court
and shall state (1) the conservatees age and residence, (2) the names and
addresses of the conservatees heirs and all other persons entitled to notice
pursuant to N.J.S.A. 3B: 13A-6, and (3) the nature, location and fair market
value of all property, real and personal, in accordance with R. 4:86-2(a).
(b) Hearing. The court, without a jury, shall take testimony in open court to
determine whether the conservatee, by reason of advanced age, illness or
physical infirmity, is unable to care for or manage his or her property or
has become unable to provide for himself or herself or others dependent upon
him or her for support. The court may appoint counsel for the conservatee if
it concludes that counsel is necessary to protect his or her interests. If
the conservatee is unable to attend the hearing by reason of physical or
other disability, the court shall appoint a guardian ad litem to conduct an
investigation to determine whether the conservatee objects to the
conservatorship. If counsel for the conservatee has, however, been appointed,
such counsel shall conduct the investigation and no separate guardian ad
litem shall be appointed. In no case shall a conservator be appointed if the
court finds that the conservatee objects thereto. (c) Acceptance of
Appointment. An acceptance of appointment as conservator may be taken before
any person authorized by the laws of this State to administer an oath. (d)
Settlement of Conservators Account. Where the court, for good cause shown,
orders a full accounting by the conservator, the account shall be settled in
the Superior Court in accordance with R. 4:87, insofar as applicable. Note:
Adopted July 26, 1984 to be effective September 10, 1984; paragraphs (a), (b)
and (c) of former R. 4:83-11 amended and rule redesignated June 29, 1990 to
be effective September 4, 1990. 4:86-12. Special Medical Guardian
(a) Standards. On the application of a hospital,
nursing home, treating physician, relative or other appropriate person under
the circumstances, the court may appoint a special guardian of the person of
a patient to act for the patient respecting medical treatment consistent with
the courts order, if it finds that: (1) the patient is mentally
incapacitated, unconscious, underage or otherwise unable to consent to
medical treatment; (2) no general or natural guardian is immediately
available who will consent to the rendering of medical treatment; (3) the
prompt rendering of medical treatment is necessary in order to deal with a
substantial threat to the patients life or health; and (4) the patient has
not designated a health care representative or executed a health care
instruction directive pursuant to the New Jersey Advance Directives for
Health Care Act, N.J.S.A. 26:2H-53 to -78, determining the treatment question
in issue. (b) Venue. The application shall be made to the Superior Court
judge assigned to general equity in the vicinage in which the patient is
physically located when the application is made and, in the event of that
judges unavailability, to the Assignment Judge of the vicinage or the judge
designated as the emergent judge, or if neither is available, any judge in
the vicinage. (c) Procedure. The procedure on the application shall conform
as nearly as practicable to the requirements of R. 4:86-1 to R. 4:86-6, but
the judge may, if the circumstances require, accept an oral complaint and
oral testimony either by telephone, in court, or at any other suitable
location. If the circumstances do not permit the making of a verbatim record,
the judge shall make detailed notes of the allegations of the complaint and
the supporting testimony. Whenever possible an attorney shall be appointed to
represent the patient. (d) Order. The order granting the application, if
orally rendered, shall be reduced to writing as promptly as possible and
shall recite the findings on which it is based. Note: Adopted November 1,
1985 to be effective January 2, 1986; paragraphs (a), (b) and (c) of former
R. 4:83-12 amended and rule redesignated June 29, 1990 to be effective
September 4, 1990; paragraph (a) amended July 14, 1992 to be effective
September 1, 1992; paragraph (a)(1) amended July 12, 2002 to be effective
September 3, 2002.
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