Rule 9.420.Court Visitor’s Report

Current through August 1, 2026 · Last verified September 12, 2026

In one sentenceUTCR 9.420 requires a court visitor in an adult guardianship to file the report on the statewide form, permits confidential filing where the report carries sensitive material, and requires a copy to the respondent within five days of filing.

Full Text of Rule 9.420

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(1) A court visitor must file the court visitor’s report in an adult guardianship in substantially the form provided at www.courts.oregon.gov/forms unless the judicial district in which the report will be filed has adopted another form by SLR or by Presiding Judge Order pursuant to ORS 125.165(1)(b) and the form adopted by that judicial district includes all of the information required.

(2) To avoid public disclosure of sensitive medical or mental health information, or detailed financial records of the person subject to the protective proceeding, the visitor’s report may be filed confidentially, as permitted by law.

(3) In addition to any persons requesting a copy of the visitor’s report under ORS 125.155(4), the court shall provide a copy of the report to the respondent or protected person within five days of the report being filed.

End

Plain-English Summary

The visitor's report is often the fullest picture a judge has of a respondent's circumstances. This rule sets the form it takes, how it may be filed, and who must receive it.

In an adult guardianship, the visitor files the report substantially in the form provided on the Oregon courts website. A judicial district may require a different form by supplementary local rule or by presiding judge order, but only where the form it adopts includes all of the information required.

Because the report can carry sensitive medical or mental health information, or detailed financial records of the person subject to the protective proceeding, it may be filed confidentially as permitted by law. Confidential filing keeps that material out of public view without keeping it from the court.

The person the report is about gets a copy without asking. Beyond anyone who requests the report under the statute, the court must provide a copy to the respondent or protected person within five days of the report being filed.

Frequently Asked Questions

What form does a court visitor use for the report?

Substantially the form provided on the Oregon courts website, for a report in an adult guardianship. The statewide form is the default in every judicial district.

Can a judicial district require its own form?

Yes, by supplementary local rule or by presiding judge order under the statute the rule cites. The district's form may be used only if it includes all of the information required.

Can the visitor's report be filed confidentially?

Yes, as permitted by law. The rule gives the reason: to avoid public disclosure of sensitive medical or mental health information, or detailed financial records of the person subject to the protective proceeding.

Who gets a copy of the report, and how soon?

Anyone who requests a copy under the statute, and, in addition, the respondent or protected person. The court must provide that copy within five days of the report being filed.

Does this rule cover a guardianship for a minor?

Its terms address a court visitor's report in an adult guardianship. The annual written report that a guardian for a minor must file is governed by a separate rule in this chapter.

Source & verification. The rule text is reproduced verbatim from the official Oregon Uniform Trial Court Rules (UTCR 9.420). Prescribed by the Chief Justice of the Oregon Supreme Court (UTCR 1.020). The plain-English summary is original and written by us. Last verified September 12, 2026. · Official source

Also known as: court visitor report Oregonadult guardianship visitor report formconfidential visitor report filingcopy of visitor report to respondentvisitor report five days