Fillable 3006 Annual Account Form (Brazos County, Texas)

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3006 Annual Account Form (Brazos County, Texas)

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U.S.A. forms for Brazos County, Texas

BROWSE BRAZOS COUNTY, TEXAS (TX) FORMS

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No. ____________-G
In the Guardianship of
__________________________________, an Incapacitated Person
§
§
§
In County Court
At Law No. _____
Brazos County, Texas
Annual Account
(Beginning Date___/____/20______
–
Ending Date___/_____/20______
)
_____________________________________________________ (Guardian’s name) Guardian
of the estate of
_____________________________________________________________(Ward’s name)
Ward, an incapacitated
person, presents this verified account
which
is a full, true, and complete accounting of
the Ward
’s
estate located in the
StateofTexasaccordingtosection1163.001
et seq
. of the Texas Estates Code and shows in support:
1.
This account covers the twelve-month period from
___/___/20___
to
___/___/20___
.
2.
The Court approved Guardian’s inventory on
___/___/20___
and Guardian’s bond in the amount of
$__________
was approved by the Court on
___/___/20___.
3.
The following claims against the estate have been presented, and the following action has been taken
with respect to each:
r
No claims against the estate have been presented.
Description of Claim Paid
Claim Allowed/Rejected
Date Paid
4.
The following personal property has come to Guardian’s attention or into Guardian’s possession and
was not previously listed or inventoried:
Property Description
Date
Discovered
Value
5.
The following changes have occurred in the personal property of the estate but have not been reported:
_____________________________________________________________________________________
_____________________________________________________________________________________
____________________________________________________________________________________.
6.
The following real property has come to Guardian
’s attention or into Guardian’s possession and was not
previously listed or inventoried:
Property Description
Date Discovered
Value
7.
The following changes have occurred in the real property of the estate but have not been reported:
_____________________________________________________________________________________
_____________________________________________________________________________________
____________________________________________________________________________________.
8.
Attached to this account are verifications from all depositories in which money or other personal
property belonging to this estate is being held in safekeeping.
9.
Separately submitted to the Court are ledgers, bank statements, receipts, cancelled checks, and other
supporting documentation including proper vouchers for each item of credit claimed or referenced in
this account.
Estate Assets on Hand at Beginning of Accounting Period
(Each
Schedule
must
indicate
beginning
value,
activity
during
Accounting
period,
and
value
at
the
end
of
the
Accounting
period.
Backup
documentation
for
each
Schedule
must
be
delivered
to
the
Court
at
the
time of filing of the accountin
g.
Real Property
(See Schedule A)
$____________
Stocks, Bonds, and Securities
(See Schedule B)
$____________
Cash/Financial Accounts
(See Schedule C)
$_______
_____
Jointly Owned Property
(See Schedule D)
$_______
_____
Personal Property
(See Schedule E)
$_______
_____
Total Assets:
$____________
Es
tate Assets on Hand at End
of Accounting Period
Real Property (See Schedule A) $_____________
Stocks, Bonds, and Securities (See Schedule B)
$_____________
Cash/Financial Accounts (See Schedule C)
$_____________
Jointly Owned Property (See Schedule D)
$_____________
Personal Property (See Schedule E) $_____________
Total Assets:
$_______
______
10.
The
following
disbursements
were
reported
in
Schedule
___,
but
were
made
by
Guardian
from
the
corpus
of
Ward
’
s
estate
and
without
prior
court
authorization
under
section
1156.004
of
the
Texas
Estates
Code.
Guardian respectfully requests that the Court approve and ratify these payments:
Disbursement
Date
Expended
Amount
11.
Guardian
requests
that
this
Court
authorize
reimbursement
of
certain
disbursements
made
for
Ward
’
s
benefit
during
this
reporting
period,
but
paid
for
by
the
Guardian
or
other
person.
This
account
indicates
that
there
are
ample
funds
in
Ward
’
s
estate
from
which
these
payments
may
be
reimbursed.
The
disbursements
are
as follows:
Description of
Disbursement
Date
Paid
Amount Paid
Name of Person Seeking Reimbursement
12.
Guardian
has
previously
received
court
authorization
to
make
disbursements
from
Ward
’
s
estate
to
cover
expenses
authorized
under
section
1156.001
of
the
Texas
Estates
Code.
Ward
’
s
income
continues
to
be
less
than
Ward
’
s
needs
for
support
and
maintenance.
Guardian
requests
that
the
Court
authorize
the
expenditures
detailed
in
Schedule
C-2
and,
if
needed,
Schedule
C-4
to
this
account
from
Ward
’
s
estate
in
the
amount
of
$__________
per
month
during
the
next
accounting
period
from
___/___/20____
to
___/___/20___
to
cover
these
expenditures.
13.
Guardian
requests,
based
on
this
account,
that
this
Court
increase/reduce
his/her
bond
from
the
amount
of
$___________
to
the
amount
of
$___________,
an
amount
that
would
adequately
protect
Ward
’
s
estate
as
reflected in this annual account.
14.
Guardian
requests
that
this
Court
authorize
the
payment
of
any
approved
and
unpaid
claims
set
forth
in
this
annual account. Ample funds exist for their payment. These claims are as follows:
Description of Claim
Person to receive Payment
Amount
Respectfully submitted,
_______________________
_____________
Guardian
____________________________________
Attorney for Guardian
State
Bar
No.:________________________________
Phone
:_
_____________________________________
Address
:_
___________________________________
___________________________________________
Email
:_
_____________________________________
Guardian
’
s Affidavit
I, __________________________________
, guardian of the estate of
_________________________________
,
an incapacitated person, appeared in person before me today and stated the following under oath:
“
My name is
_________________________________________.
I am the guardian of the estate in the above-
entitled and -numbered cause. This annual account contains a true, correct, and complete statement of the
matters to which this account related. The bond premium for the next accounting period has been paid. All tax
returns for the ward during this accounting period have been filed.
“
The guardian has paid all taxes owed by the ward during the accounting period of this account as follows:
Name of Agency
Date
Paid
Amount Paid
____________________________________
Guardian
’
s Signature
SIGNED under oath before me on
_____/_____/20______
.
____________________________________
Notary Public, State of Texas
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Itemized Assets
—
Estate of ______________________________________
Schedule
A
Real Property
Description
Community
or Separate
Value at
Beginning of
Accounting
Period
Value at End of
Accounting
Period
Total
Schedule B
Stocks, Bonds, and Securities
(Specify Institution/Last 4 Digits of Account, and Type of Account)
Description
Community
or Separate
Value at
Beginning of
Accounting
Period
Value at
End of
Accounting
Period
Asset #1
Asset #2
Asset #3
Total
Schedule C
Cash/Financial Accounts
(Specify Institution/Last 4 Digits of Account, and Type of Account)
Description
Community
or Separate
Value at
Beginning of
Accounting
Period
Value at End of
Accounting
Period
Account #1
Account #2
Account #3
Total
Property #1
Property #2
Property #3
Account #1
Schedule C-1
Receipts
(Income from governmental benefits managed by a designated payee not to be included)
Source of Income
Date Received
Amount Received
Total
Income
Disbursements
Schedule C-2
(Reference Orders Approving Allowance/Payment of Expenses)
Description
Court
Order
Date
Check #/Method
of Payment
Date
Paid
Amount
1.
Housing/Care Facility
2.
Medical Care
3.
Caretaker Services
4.
Court Costs
5.
Attorney
’s Fees
6.
Other
(Continue enumeration of
expense categories)
Total
Disbursements
Account #2
Schedule C-3
Receipts
(Income from governmental benefits managed by a designated payee not to be included)
Source of Income
Date Received
Amount Received
Total
Income
Disbursements
Schedule C-4
(Reference Orders Approving Allowance/Payment of Expenses)
Description
Court
Order
Date
Check #/Method
of Payment
Date
Paid
Amount
1.
Housing/Care Facility
2.
Medical Care
3.
Caretaker Services
4.
Court Costs
5.
Attorney
’s Fees
6.
Other
(Continue enumeration of
expense categories)
Total
Disbursements
Receipts
(Income from governmental benefits managed by a designated payee not to be included)
Source of Income
Date Received Amount Received
Total
Income
Receipts
(Income from governmental benefits managed by a designated payee not to be included)
Source of Income
Date Received Amount Received
Total
Income
Disbursements
Schedule C-4
(Reference Orders Approving Allowance/Payment of Expenses)
Description
Court
Order
Date
Check #/Method
of Payment
Date
Paid
Amount
1.
Housing/Care Facility
2.
Medical Care
3.
Caretaker Services
4.
Court Costs
5.
Attorney
’s Fees
6.
Other
(Continue enumeration of
expense categories)
Total
Disbursements
Account #2Account #2Account #2
Schedule C-3Schedule C-3Schedule C-5
Receipts
(Income from governmental benefits managed by a designated payee not to be included)
Source of Income
Date Received Amount Received
Total
Income
Source of Income Date Received
Amount ReceivedAmount ReceivedAmount Received
Amount Received
Total
Income
Description
Court
Order
Date
Date
Paid
Amount
1.
Housing/Care Facility
2.
Medical Care
3.
Caretaker Services
4.
Court Costs
5.
Attorney
’s Fees
6.
Other
(Continue enumeration of
Total
Disbursements
TotalTotalTotal
Income Income Income
Disbursements
Schedule C-6
(Reference Orders Approving Allowance/Payment of Expenses)(Reference Orders Approving Allowance/Payment of Expenses)
Description
Court
Order
Date
Check #/MethodCheck #/Method
of Payment
of Payment
Date
Paid
Amount
1.
Housing/Care Facility
2.
Medical Care
3.
Caretaker Services
4.
Court Costs
5.
Attorney
’s Fees
6.
Other
(Continue enumeration of
expense categories)expense categories)
Total
Disbursements
Account #3
Receipts
(Income from governmental benefits managed by a designated payee not to be included)
Source of IncomeSource of IncomeSource of Income
Date ReceivedDate ReceivedDate Received
Schedule C-5
Schedule D
Jointly Owned Property
Description
Community or
Separate
Value
Total
Schedule E
Personal Property
Description
Community or
Separate
Value
Total
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3006 Annual Account Form (Brazos County, Texas)

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Completed 30 January 2022

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