[Caption. See § 3 of the Introduction in this manual.]
Order Approving Annual Account
[Complex]
On [date] the Court considered the Annual Account of [name of guardian], Guardian, for the period from [date] to [date], filed according to section 1163.002 of the Texas Estates Code. The Court finds that the annual account has remained on file for ten days before being considered. The Court finds that the account provides information regarding—
1.the assets in Guardian’s possession including cash and other assets;
2.[the payment of taxes due/a sufficient explanation of why any taxes have not been paid or tax returns filed];
3.[the bond premium for the next accounting period/a sufficient explanation of the reason why the premium has not been paid]; and
4.all expenditures on behalf of this estate during the accounting period.
The Court is satisfied that the matters stated in the annual account are in compliance with the Texas Estates Code, that a continuing need exists for this guardianship to continue, and that this annual account should be approved.
The Court finds that [name of guardian] has taken care of and managed the estate in compliance with the Texas Estates Code and is authorized to receive $[amount] as compensation for such services during the accounting period.
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If disbursements were made from funds of the estate without prior court approval and they have been reviewed by the court and are to be approved, include the following. |
The Court finds that certain expenditures were made for the benefit of [name of ward], Ward, without prior authorization, but based on the information and records furnished, these expenditures should be ratified and approved pursuant to section 1156.004 of the Texas Estates Code.
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If disbursements were made from funds of the guardian or another without prior court approval and if a request for reimbursement is contained in the account, include the following. |
The Court finds, based on the information and records furnished to it, certain expenditures were made for Ward’s benefit without prior authorization from funds of [Guardian/[name]] and should be reimbursed to [Guardian/[name]] from Ward’s estate according to section 1156.004 of the Texas Estates Code.
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Continue with the following. |
IT IS THEREFORE ORDERED that:
1.The annual account is approved and ordered filed of record.
2.[Name of guardian]’s next annual account for this estate will cover the twelve-month period ending [date] and be due not later than [date] unless the deadline is extended by order of this Court.
3.[Name of guardian]’s letters terminate, pursuant to section 1106.002 of the Texas Estates Code, on [date] unless renewed by the Court’s order approving the next [annual account/annual account and annual report] as provided under section 1106.003 of the Texas Estates Code.
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Select as applicable. |
4.[Name of guardian] is authorized to receive $[amount] as compensation for [his/her] services during the accounting period from [name of ward]’s estate.
5.The expenditures from [name of ward]’s estate in the amount of $[amount] are hereby approved and ratified.
6.The expenditures made by [[name of guardian]/[name]] for [name of ward]’s benefit in the amount of $[amount] are approved and directed to be repaid to [[name of guardian]/[name]] by [name of guardian] from assets of [name of ward]’s estate.
7.[Name of guardian]’s bond be reduced to $[amount].
8.[Name of guardian] is authorized to pay the claims of $[amount] to [name].
9.[Name of guardian] is authorized to spend $[amount] per month during the next twelve-month accounting period from [name of ward]’s estate to provide education and maintenance for [name of ward], as described in Exhibit [exhibit number/letter] attached to the annual account as authorized under section 1156.001 of the Texas Estates Code.
SIGNED on ________________________________.
JUDGE PRESIDING
APPROVED AS TO FORM:
[Name]
Attorney for Guardian
State Bar No.:
[Email address]
[Address]
[Telephone]
[Telecopier]