Order On Petition To Transfer Income And Assets {GN-3640}

GN-3640, 05/18 Order on Petition to Transfer Income and Assets of Person under Guardianship 24724754.18 - 54.21, and 54.76, and Chapter 786, Wisconsin Statutes This form shall not be modified. It may be supplemented with additional material Page 1 of 2 STATE OF WISCONSIN, CIRCUIT COURT, COUNTY IN THE MATTER OF Name Date of Birth Amended Order on Petition to Transfer Income and Assets of Person under Guardianship Case No. This matter is before the court on a Petition to Authorize Transfer of Income and Assets of Person under Guardianship. THE COURT CONSIDERED: Wishes of the ward, if known; Wassets; Whether the proposeimmediate family; Whether the donees or beneficiaries under the proposed disposition are reasonably expected objects of the wards generosity and whether the proposed disposition is consistent with ascertained wishes of the ward or known estate plan or pattern of lifetime gifting; Whether the proposed disposition will produce tax savings that will significantly benefit the ward, his or her dependents, or other persons for whom the ward would be concerned; Factors specified in 24754.21(2)(a) to (i), Wis. Stats., and any statement or evidence under 24754.21(3), Wis. Stats., AND Any other factors that the court determines are relevant. THE COURT FINDS: 1. The ward has incapacity to perform the act for which approval is sought and the incapacity is not likely to change positively within a reasonable period of time. 2. A competent individual in the position of the ward would likely perform an act under the same circumstances, AND 3. That before the ward had incapacity to perform the act for which approval is sought, he/she did not manifest intent that is inconsistent with the act. 4. It is not appropriate to grant the Petition. THE COURT ORDERS: 1. The Petition is dismissed for the following reason(s): . 2. The guardian of estate [Name] is authorized to transfer the income and assets of the ward as requested in the petition or as follows: . 3. The guardian of estate is directed to sign all necessary documents and pay the necessary expenses to complete this transaction. 4. Reasonable compensation of the guardian ad litem and wards counsel shall be paid from the ward American LegalNet, Inc. www.FormsWorkFlow.com GN-3640, 05/18 Order on Petition to Transfer Income and Assets of Person under Guardianship 24724754.18 - 54.22, and 54.76, and Chapter 786, Wisconsin Statutes This form shall not be modified. It may be supplemented with additional material Page 2 of 2 by petitioner. Other: . 5. Other: THIS IS A FINAL ORDER FOR THE PURPOSE OF APPEAL IF SIGNED BY A CIRCUIT COURT JUDGE. DISTRIBUTION: 1. Court 2. 3. 4. Corporation Counsel 5. Social worker/ County Dept. of Human Services 6. Spouse/Adult Children/Parent of Minor 7. Facility, if any 8. Other: American LegalNet, Inc. www.FormsWorkFlow.com