[Caption. See § 3 of the Introduction in this manual.]
Annual Account
[Simple]
[Name of guardian], guardian of the [person and estate/estate] of [name of ward], an incapacitated person, presents the annual account of this estate, covering the period from [date] to [date].
Reconciliation of Cash Items
Cash on hand as of the last annual account $[amount]
Cash receipts during the year $[amount]
TOTAL $[amount]
Disbursements during the accounting period <$[amount]>
TOTAL cash now on hand $[amount]
Value of All Property Now in Possession of Estate(Summary only)
Real estate $[amount]
Notes payable to estate $[amount]
Stocks, bond, & securities $[amount]
Cash: (balance shown above) $[amount]
Receipts
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List amounts received as income from sources such as rent, pensions, interest, insurance, lawsuits, sales of real estate, personal property, stocks, bonds, and notes, or income of any nature from any other sources. Identify separately all receipts of principal and income. |
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Description |
Date Received |
Community or Separate |
Principal |
Income |
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Total |
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Disbursements
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List every expenditure by the amount paid and its purpose. |
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Description |
Court Order Date |
DatePaid |
Community or Separate |
Amount |
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1. Court Costs |
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2. Medical |
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3. Doctors |
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4. Nursing Home |
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5. Other |
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Total |
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Property Administered
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A complete, accurate, and detailed description of all property that the guardian is administering should be provided, including the condition of the property and the use being made of it, and if rented, the rental terms and price. |
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Description |
Community or Separate |
Value |
Income |
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1. Real Property |
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2. Personal Property |
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3. Co-owned Property |
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Total |
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Claims
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List all claims presented against the estate during the period covered by this account specifying those that have been allowed, paid, or rejected and the date rejected, or have been sued on and the status of the suit. |
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Description |
Approved or Denied |
Paid Amount |
Unpaid Amount |
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Total |
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Bonds, Notes, Stocks, Etc.
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Describe property as required by Tex. Estates Code § 1163.001(c), including stocks, bonds, notes, and any other securities. |
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Description |
Safekeeping |
Community or Separate |
Amount |
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Total |
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Respectfully submitted,
[Name]
Guardian
[Name]
Attorney for Guardian
State Bar No.:
[E-mail address]
[Address]
[Telephone]
[Telecopier]
Guardian’s Affidavit
[Name of guardian], guardian of the estate of [name of ward], an incapacitated person, appeared in person before me today and stated under oath:
“I am the guardian of the estate in the above-entitled and -numbered cause. This account contains a true, correct, and complete statement of the matters to which this account relates. The bond premium for the next accounting period has been paid. All tax returns for the ward during this accounting period have been filed.
“I have paid all taxes owed by the ward during the accounting period of this accounting as follows: [list name of agency, date, and amount paid].”
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If the guardian is unable to pay all or part of the taxes owed, substitute for the above a detailed statement identifying the tax, its due date, its amount, and why such taxes have not or cannot be paid. |
Affiant
SIGNED under oath before me on ______________________________.
Notary Public, State of Texas