SLR 10-9.155: Reports

(1) In addition to other matters, the fiduciary of any incapacitated person and the guardian of any minor ward shall file and serve annually the report required by ORS 125.325. (2) If the assets are being held in a restricted account where annual accountings have been waived, the fiduciary shall file and serve annually a summary report showing the current value of the restricted assets. Annual summaries will also satisfy the requirements of UTCR 9.030 as the report will keep the court apprised of the parties’ contact information for an active case.