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Chapter 8
Practice Notes
Forms
§ 8.1 Scope of Chapter
§ 8.2 Overview of Expenditures
§ 8.3 Monthly Allowance
§ 8.4 Payment of Additional Expenses
§ 8.5 Reimbursement of Expenditures Provided by Guardian of Estate
§ 8.6 Recovery of Attorney’s Fees
§ 8.7 Ratification of Expenditures for Maintenance and Education
§ 8.8 Investment Management Plans
§ 8.11 Guardian Compensation
§ 8.12 Payment of Attorney’s Fees to Attorney Serving as Guardian
§ 8.21 Contract for Goods or Services
§ 8.22 Contract to Employ Attorney
§ 8.31 Sale of Guardianship Real Property
§ 8.32 Application
§ 8.33 Guardian’s Purchase of Property
§ 8.34 Abandonment of Property
§ 8.41 General Terms for Sale of Guardianship Personal Property
§ 8.42 Application for Sale of Perishable Personal Property
§ 8.43 Other Sale of Personal Property
§ 8.44 Special Provisions for Livestock
§ 8.45 Abandonment of Property
§ 8.51 Annual Account Required—Guardian of the Estate
§ 8.52 Annual Account Form
§ 8.53 Documentation Annexed to Annual Account
§ 8.54 Guardian’s Account Affidavit
§ 8.55 Court Action on Annual Account
§ 8.56 Retention of Assets
§ 8.57 Annual Report Required—Guardian of the Person
§ 8.58 Annual Report Form
§ 8.59 Court Action on Annual Report
§ 8.60 Penalty for Failure to File Account, Exhibit, or Report
§ 8.71 Authority
§ 8.72 Tax-Motivated Gifts— Application and Notification
§ 8.73 Estate or Transfer Plan
§ 8.74 Hearing and Order
§ 8.75 Donees
§ 8.76 Charitable Contributions
§ 8.77 Strict Construction
§ 8.81 Investments Generally
§ 8.82 Standard for Management and Investments
§ 8.83 Investment in Real Estate
§ 8.84 Liability of Guardian and Guardian’s Surety for Failure to Invest
§ 8.85 Loans
8-1 Application to Establish Monthly Allowance
8-2 Order Establishing Monthly Allowance
8-3 Application to Expend Funds for Adult Ward’s [Spouse/Dependent[s]/Spouse and Dependent[s]]
8-4 Order Authorizing Expenditure of Funds for Adult Ward’s [Spouse/Dependent[s]/Spouse and Dependent[s]]
8-5 Application to Expend Funds for Care and Support of Minor Ward
8-6 Order Authorizing Expenditure of Funds for Care and Support of Minor Ward
8-7 Application for Authority to Expend Funds
8-8 Order Authorizing Expenditure of Funds
8-9 Application for Reimbursement of Expenditures
8-10 Order Authorizing Reimbursement
8-11 Application for Payment of Attorney’s Fees
8-12 Attorney’s Fee Order
8-13 Application to Ratify Expenditures
8-14 Order Ratifying Corpus Disbursements
8-15 Application for Compensation of Guardian
8-16 Order Authorizing Guardian’s Compensation
8-17 Application to Contract for [Goods/Services]
8-18 Order Approving Contract for [Goods/Services]
8-19 Application to Employ Attorney
8-20 Order Authorizing Employment of Attorney
8-21 Application for Sale of Real Property
8-22 Order for Sale of Real Property
8-23 Report of Sale of [Real/Personal] Property
8-24 Approval of Sale of [Real/Personal] Property
8-25 Application for Sale of Perishable Personal Property
8-26 Order Approving Sale of Perishable Personal Property
8-27 Application for Sale of Personal Property
8-28 Order for Sale of Personal Property
8-29 Application for Abandonment of [Real/Personal] Property
8-30 Abandonment Order
8-31 Annual Account
8-32 Order Approving Annual Account
8-33 Annual Account
8-34 Order Approving Annual Account
8-35 Annual Report on Location, Condition, and Well-Being of Ward
8-36 Order Approving Annual Report
8-37 Application to Pay Claim
8-38 Order Approving Payment of Claim
8-39 Application for Authority to Make [Annual] Tax-Motivated Gifts
8-40 Order Authorizing [Annual] Tax-Motivated Gifts
8-41 Application to Make Charitable Gifts
8-42 Order Authorizing Charitable Gifts
8-43 Application for Approval of Guardian’s Management Plan
8-44 Order Approving Guardian’s Management Plan
Form8-19
8 Administration
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