I obtained a guardianship for my aunt to retrieve a life insurance policy that had matured. The company would no longer hold the money, my aunt is still alive but unable to sign or understand and the company would only accept a court order to retrieve the money.
I am her DPOA and trustee and HCPOA so I don't need the guardianship for anything else, but some of the duties overlap.
The only action I took as her guardian was retrieving her policy.
However I am in the process of moving her from assisted living to a nursing home on a doctor's recommendation. Her pastor has recommended making funeral arrangements. I am able to do these things with the trustee hat and POA hat on, without the documents appointing me guardian.
I am confused about what to report to the court and what to include in the report.
Does the guardianship require me to disclose all expenditures and transactions during the year I was appointed guardian (I will relinquish it since it's no longer needed) or just the action I took as her guardian which was to retrieve the policy?
In general, guardianship trumps POA. Everything you do now is as her guardian at least as defined by the court order naming you as guardian and granting you certain powers. There could be limits to your powers as guardian, such as if the judge signed an order that only permits you to address her life insurance policy and nothing else or if the order states that you have the power to handle her fiduciary affairs only. As as a result, the court probably wants to know everything you do on your aunt's behalf that fall within that range of powers. Re-reading the court order is where we'd start.