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Welcome to Caseload Reporting
for Probate Court
New Caseflow
Management
Responsibilities
for Probate Courts
I. Supreme Court Administrative Order 2003-7
II. What Is Caseflow Management?
III. Your Caseflow Management
Local Administrative Order
IV.Caseflow Management Data
Recording and Reporting
V. Caseflow Management Techniques
Agenda
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A. Supreme Court Interest in Caseflow
Management is Not New
1. Supreme Court Administrative Order 1991-4
2. AO 1991-4 rescinded when AO 2003-7 took effect
B. AO 2003-7 went into effect January 1, 2004
I. Supreme Court Administrative
Order 2003-7
C. SCAO duties under AO 2003-7
1. Assist trial courts in implementing caseflow
management plans that incorporate case
processing time guidelines
2. Gather information from trial courts on compliance
with caseflow management guidelines
3. Assess the effectiveness of caseflow management
plans in achieving guidelines
I. Supreme Court Administrative
Order 2003-7 (cont’d.)
D. Trial Court Duties Under AO 2003-7
1. Maintain current caseflow management plans
consistent with case processing time guidelines and in
cooperation with SCAO
2. Report to the SCAO caseflow management statistics
and other caseflow management data required by
SCAO
3. Cooperate with the SCAO in assessing caseflow
management plans
I. Supreme Court Administrative
Order 2003-7 (cont’d.)
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E. Time guidelines, in general
1. Provided as “goals”
2. Not intended to supercede other
relevant court rule or statutory requirements
I. Supreme Court Administrative
Order 2003-7 (cont’d.)
F. Probate Court Case Processing Guidelines
1. Estate, Trust, Guardianship and Conservatorship
Proceedings
a. 75% of all contested matters should be
adjudicated within 182 days (6 months) from
the date of the filing of the objection
b. 90% should be adjudicated within 273 days
(9 months)
c. 100% should be adjudicated within 364 days
(1 year), except for individual cases in which
the court determines exceptional
circumstances exist and for which a continuing
review should occ