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Gregory C. Harrell, Clerk of Court and Comptroller of Marion County, Florida
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Alleged Incapacitated Person Coversheet

Effective May 1, 2023, the Fifth Judicial Circuit is asking attorneys to file an Alleged Incapacitated Person Coversheet when a Petition to Determine Incapacity is filed in an incapacity case. The Alleged Incapacitated Person Coversheet will become part of a packet that the guardianship examining committee will receive. In Citrus County, Hernando County, and Sumter County the Clerk of Court will send the Alleged Incapacitated Person Coversheet and additional documents to the exam committee. In Lake County and Marion County court administration will send the Alleged Incapacitated Person Coversheet and additional documents to the exam committee. The goal is to make sure the exam committee receives the same information circuit-wide, regardless of who is filing the case.

Below are a few frequently asked questions about the new Coversheet. If you have questions about the new Coversheet, please contact Stephanie Lorich at slorich@circuit5.org or 352-638-0646.

How will the Alleged Incapacitated Person (AIP) Coversheet be used in the Fifth Judicial Circuit?

The Coversheet will become part of a packet that the Clerk’s Office or Court Administration will send to the guardianship examining committee when the Order Appointing the Examining Committee is filed.

Why should the petitioner/petitioning attorney complete the Alleged Incapacitated Person (AIP) Coversheet?

The petitioner/petitioning attorney has the most knowledge about the Alleged Incapacitated Person (AIP) and the examining committee needs this information to prepare and schedule an evaluation with the AIP.

Where will the form reside?

The Alleged Incapacitated Person Coversheet may be found at circuit5.org/incapacityforms. In the future, additional incapacity forms may also be found on this page.