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Chapter 8

Form 8-7

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

Application for Authority to Expend Funds

[Name of applicant], Applicant, guardian of the [person/estate/person and estate] of [name of ward], Ward, an incapacitated person, files this Application for Authority to Expend Funds and shows the Court the following:

1.Applicant was appointed guardian of the [person/estate/person and estate] by order of this Court dated [date] and qualified as the guardian of the [person/estate/person and estate] of Ward on [date], by the filing of [his/her] bond and oath.

2.It is necessary to incur and pay expenses from Ward’s estate for [explain the pur­pose of expenditure].

3.Applicant believes that the expenditures identified above are in the best interests of Ward and [his/her] estate, and it is necessary and proper that the estate funds be expended.

4.Applicant requests authority to expend funds from Ward’s estate to pay these nec­essary expenses.

[Name of applicant], guardian of the [person/estate/person and estate] of [name of ward], an incapacitated person, requests that the Court enter an order authorizing Applicant to expend funds for the identified expenditures as listed and that the Court grant all further relief to which Applicant may be entitled.

Respectfully submitted,

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

State of Texas)

County of)

The undersigned states under oath: “I am the applicant in the foregoing application. I have personal knowledge of the facts stated in it and the accompanying exhibits, and they are true and correct.”

   
Affiant

SIGNED under oath before me on ______________________________.

   
Notary Public, State of Texas