Fill and Sign the Procedures for Filing a Petition to Initiate Monthly Allotment Form

IN THE COURT OF CHANCERY OF THE STATE OF DELAWARE Register in Chancery Kent County 38 The Green, Ste. 208 Dover, DE 19901 302- 735-1930 Register in Chancery New Castle County 500 N. King Street, St e. 11600 Wilmington, DE 19801 302- 255-0544 Register in Chancery Sussex County 34 The Circle Georgetown, DE 19947 302- 856-5775 Procedures for filing a Petition to Initiate Monthly Allotment • The following is what will be needed to process the petition to initiate monthly allotment: o The petition must be completed as the court clerk cannot complete the petition for you. The guardians(s) will need to have their signature(s) notarized. (If the guardian(s) appear (s) in the Register’s office with identification and the correct paperwork, their signatur e(s) can be notarized by a court clerk in the Register’s office.) o A copy of the bank statement(s) dated within the thirty days prior to filing the petition. o Supporting documentation for the request for initiating the monthly allotment must be provided (i. e., any receipts, bills, invoices or other documentation that support the need for a monthly allotment). o Thirty -five dollars ($35.00) filing fee in the form of a check or money order payable to “Register in Chancery,” cash is acceptable if appearing in pe rson. • It is the petitioner’s responsibility to provide the Court with photocopies of all supporting documentation. If the Register in Chancery’s office makes photocopies for you, we will charge a $1.50 per page fee. When submitting your supporting documentation, it must be filed on regular 11 x 8.5 paper that can be easily scanned onto the computer. • You may mail the completed petition to the Register in Chancery in the county where your guardianship case was established and the completed order will be mai led back to you. • Please Note: There is additional information and forms available on the Court's website at http://courts.delaware.gov/Chancery/guardianship/index.stm IN THE COURT OF CHANCERY OF THE STATE OF DELAWARE In the Matter of: ______________________________, A disabled person : : : : C.M. #: ____________________ Petition to Initiate Monthly Allotment The petition of _________________________________________________ [Name of Guardian(s)], Guardian(s) of _____ _______________________, [Name of Disabled Person] respectfully represents: 1. Petitioner(s) was/were appointed guardian(s) of the disabled person by court o rder dated _ ___ _______________. 2. The net assets of the estate consist of cash on deposit in the sum of $___________________ in __________ __________________________________ __________________________________________________________________ _____________________ [List all banks where guardianship accounts are located]. 3 . Petitioner(s) has/have found that the disabled person has ongoing monthly expenses in the amount of $______ _______ for __________________________ __ __________________________________________________________________ __________________________________________________________________ __________________________________________________________________ __________________________________________________________________ . 4. Petitioner(s) respectfully request(s) the Court to authorize a monthly allotment of $_________________ from the guardianship account at _____________________ Bank without further order of the Court. ___________________________ __________ ______________ ______ Guardian’s signature Co-Guardian’s signature ____ ____________________ ___ _______ _______________ ________ Complete a ddress Complete a ddress ____ _______________________ _______ _______________ ________ Complete a ddress Complete a ddress ___________________________ ________________________ ______ Phone Number Phone Number The above named guardian(s), having been duly sworn, deposes and says that the facts above recited are true and correct. Sworn to and subscribed before me the _______ day of ___________________, ___________________. ____________________________________ Register in Chancery/Notary Public IN THE COURT OF CHANCERY OF THE STATE OF DELAWARE IN THE MATTER OF: ___________________________, a disabled person : : : : C.M. # ______________ ORDER TO INITIATE MONTHLY ALLOTMENT WHEREAS, the petition to initiate monthly allotment having been presented and duly considered by this Court; IT IS HEREBY ORDERED, this ______ day of ______________ , 20____ , as follows: 1. __________________ _______________________, guardian(s) of the person and property of ________ __________________________, is/are hereby authorized to initiate a monthly withdrawal in the amount of $_____________ from the guardianship account at ____________________ ________Bank, account number ending in _____________, without further Order of this Court. 2. The withdrawal amount shall be in effect until further Order of this Court. 3. All other aspects of the final order to appoint the guardian (s) remain in full force and effect. ____________________________________ Chancellor/Vice Chancellor/Master