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Chapter 8

Form 8-13

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

Application to Ratify Expenditures

[Name of applicant], Applicant, guardian of the estate of [name of ward], Ward, an inca­pacitated person, files this Application to Ratify Expenditures made out of the corpus of Ward’s estate without prior court approval and, in support, shows the following:

1.[Name of applicant] was appointed as the guardian of Ward’s estate and properly qualified on [date]. Applicant’s present bond is $[amount], and the last approved annual account covered the period from [date] to [date].

2.During the operation of Ward’s estate for the period from [date] to [date], Appli­cant was required to incur expenses necessary to maintain, protect, and provide for Ward and Ward’s estate. These expenses are identified as follows: [describe expenses, including amount and date incurred].

3.Because of the emergency nature of the above expenditures and the immediate needs of Ward, Applicant was not able to seek prior court authorization. Applicant’s failure to seek prior approval was not due to Applicant’s negligence or failure to foresee Ward’s needs. Such expenses were made a time that it was not convenient or possible to obtain prior court approval and were made in good faith by Applicant.

4.These expenditures were made for the care and maintenance of Ward, who received the benefits of them.

Applicant requests that this Court review the application and information furnished, approve the expenditures and ratify their expenditure by Applicant, and grant all further relief to which Applicant may be entitled.

Respectfully submitted,

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

Attach exhibit(s) if expenditures were made to a nursing home.