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Legal support; submission of the annual report and the statement of assets and liabilities

Legal guardians must report annually to the guardianship court on the personal circumstances of the person under guardianship and also present their financial situation if they are responsible for managing their assets.

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Procedure details

The guardianship court supervises the activities of the guardians and constantly reviews the continued necessity of the guardianship.

In order for the guardianship court to effectively fulfill its supervisory duties, all legal guardians must report to the guardianship court at least once a year on the personal circumstances of the person under guardianship (so-called annual report).

If the management of assets is part of the caregiver's duties and the caregiver is exempt from the obligation to provide accounts, the caregiver must submit an annual overview of the assets of the person being cared for that are subject to management (so-called asset overview). Caregivers who are exempt from the obligation to submit accounts are, in particular, relatives in a direct line, siblings and spouses.

Both the annual report and the statement of assets and liabilities can be submitted using the online form "Report on the management of care".

Guardians who are obliged to submit accounts can also use the online form to submit the annual report, but must submit the accounts separately.

The legal guardian must have been appointed by the court. A statement of assets only needs to be submitted if the court has assigned the legal guardian the task of asset management and the guardian is exempt from the obligation to render accounts.

  • In principle, supporting documents must only be submitted at the request of the court.

The annual report (including an overview of assets) must be submitted to the court where the guardianship proceedings are pending. As a rule, this is the guardianship court in whose judicial district the person under guardianship has their place of residence or habitual abode.

The law does not stipulate a specific form for the annual report. The report can therefore be submitted in writing or via the online form provided by the local court, for example.

The annual report must be discussed with the person receiving care. This discussion can only be dispensed with if it would be significantly detrimental to the health of the person being cared for or if they are clearly unable to take note of the contents of the report.

There are no fees.

The guardian must report to the guardianship court on the personal circumstances of the person under guardianship at least once a year.

In the case of delegated care of assets, legal guardians must also submit an annual statement of assets if they are exempt from the obligation to render accounts. If they are obliged to submit accounts, they must also submit an annual account of their asset management to the guardianship court

The reference number of the care proceedings must be stated.

The annual report must contain the following information in particular:

  • General information on the personal situation of the person receiving care (including housing and living conditions as well as physical and mental development)
  • Information on the contact maintained with the person receiving care
  • Information on the personal impression of the person receiving care
  • Information on care goals and intended measures (in particular those against the will of the person receiving care) and their implementation
  • Information on the question of the continued necessity of the care and, if applicable, the reservation of consent, in particular with regard to the scope
  • in the case of professional care, information on whether the care can be provided on a voluntary basis in the future, and
  • the perspective of the person being cared for on the aforementioned matters in accordance with numbers 2 to 6

The statement of assets regularly contains the following information:

  • Information on land/real estate owned by the person being cared for
  • Information on bank balances, securities, receivables of the person receiving care
  • Information on other assets
  • Information on debts/liabilities of the person being cared for

Status: 11.04.2025
Editorially responsible for prodecure description: Bayerisches Staatsministerium der Justiz
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