Form 8-1

The expense sheet included as Exhibit A should be customized as appropriate. Some courts prefer a detailed approach, and others will accept more general categories of expenses.

[Caption. See § 3 of the Introduction in this manual.]

Application to Establish Monthly Allowance

[Name of applicant], Applicant, guardian of the estate of [name of ward], Ward, an inca­pacitated person, files this Application to Establish Monthly Allowance under section 1156.001 of the Texas Estates Code and in support shows:

1.Ward is [age] years old and resides with [name of caregiver], [his/her] [relation­ship].

2.Applicant’s present estimate of Ward’s monthly and annual expenses, for which Applicant requests permission to make disbursements for, is set forth in Exhibit A, attached. The expenses listed on Exhibit A are based on the total estimated costs to support Ward.

3.Applicant believes that a monthly allowance, is both reasonable and necessary for Ward’s protection and benefit. An amount of $[amount] per month would be adequate for the education and maintenance of Ward and an additional amount of $[amount] per month would be adequate for the maintenance of Ward’s estate.

4.There will be adequate funds available monthly to pay these expenses because Ward currently receives income of approximately $[amount] from [source of income]. There are currently on deposit the following approximate amounts belonging to Ward’s estate: [describe deposits, including amount].

Applicant requests this Court to enter an order authorizing a monthly allowance of $[amount] for education and maintenance expenses of Ward and $[amount] for maintenance of the Ward’s estate.

Respectfully submitted,

   
[Name]
Attorney for Applicant
State Bar No.:
[Email address]
[Address]
[Telephone]
[Telecopier]

Exhibit A

Estimated Expenses