[Caption. See § 3 of the Introduction in this manual.]
Application to Expend Funds for Adult Ward’s [Spouse/Dependent[s]/Spouse and Dependent[s]]
[Name of applicant], Applicant, guardian of the estate of [name of ward], Ward, an incapacitated person, files this Application to Expend Funds for Ward’s [Spouse/Dependent[s]/Spouse and Dependent[s]] under Texas Estates Code section 1156.052 and in support shows:
1.Ward is [age] years old and resides with [name of [caregiver/spouse]], [his/her] [relationship].
2.Ward has [a spouse/dependent[s]/a spouse and dependent[s]] consisting of: [specify name[s] and relationship[s]]. Ward’s [spouse/dependent[s]/spouse and dependent[s]] [is/are] in need of funds to provide for [his/her/their] education and maintenance. Applicant believes that $[amount] annually would be adequate to meet their needs and requests authority to pay that amount directly to [name of recipient] to be used for the education and maintenance of Ward’s [spouse/dependent[s]/spouse and dependent[s]] according to Texas Estates Code section 1156.052.
3.There are adequate funds available to make this disbursement because Applicant currently receives $[amount] per month from [source of income] for the benefit of Ward and currently has on deposit the following amounts belonging to Ward’s estate: [describe deposits, including amount].
4.The foregoing expenditure of funds for the education and maintenance of Ward’s [spouse/dependent[s]] is reasonable and necessary, and Ward is obligated by law to provide such support.
Applicant requests the Court to enter an order authorizing disbursement of the sum of $[amount] annually for payment of the support expenses of Ward’s [spouse/dependent[s]/spouse and dependent[s]], including [include as applicable: day care, clothing, medical care, food, shelter, education, and transportation]. The amount will be paid in [time frame for payment] installments.
Respectfully submitted,
[Name]
Attorney for Applicant
State Bar No.:
[Email address]
[Address]
[Telephone]
[Telecopier]