[Caption. See § 3 of the Introduction in this manual.]
Application for Reimbursement of Expenditures
[Name of applicant], Applicant, guardian of the [person/estate/person and estate] of [name of ward], Ward, an incapacitated person, files this Application for Reimbursement of Expenditures for the education and maintenance of Ward and expenditures made on behalf of Ward for the care and protection of Ward’s estate, and in support shows the following:
1.[Name of applicant] was appointed as guardian of Ward’s [person/estate/person and 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/[name[s]]/Applicant and [name[s]]] [was/were] required to pay for certain expenses necessary to maintain, protect, and provide for Ward and Ward’s estate. [Include details and information concerning the ward’s needs and justification for the expenditures.] [Include if applicable: At the time these expenditures were made, Ward’s estate was inadequate to cover them.] Applicant identifies these expenses as follows: [describe expenses, including amount, date incurred, and who paid, and attach references to invoices, statements, etc. as exhibits].
3.Because of the emergency nature of these expenditures [,/and] the immediate needs of Ward, [include if applicable: and the inadequacy of Ward’s estate,] Applicant was not able to pay for these expenditures from Ward’s estate when payment was needed. Applicant’s failure to seek prior approval was not due to Applicant’s negligence or failure to foresee Ward’s needs but rather the expenses occurred at a time that it was not convenient or possible to obtain prior court approval. These expenses were advanced in good faith by [Applicant/[and] [name[s]]].
4.These were reasonable and necessary expenses incurred for the benefit of Ward and Ward’s estate. Applicant requests that this Court approve the reimbursement of the expenses as there are now adequate funds in Ward’s estate with which to make reimbursement.
Applicant requests that this Court review the application and information furnished, approve the expenditures and authorize their reimbursement to [Applicant/[name[s]]/Applicant and [name[s]]] from funds of Ward’s estate, and provide all further relief to which Applicant may be entitled.
Respectfully submitted,
[Name]
Attorney for Applicant
State Bar No.:
[Email address]
[Address]
[Telephone]
[Telecopier]
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Attach exhibit(s). |
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