Fidura

Texas guardian’s inventory, appraisement and list of claims

One sworn filing that lists and values what the ward owns, and every debt owed to the ward.

By Fidura staff. Last reviewed .

Who files
The guardian of the estate
Of an incapacitated adult or of a minor. A successor guardian files a new one.
When it’s due
30 days after you qualify, unless the court grants longer
Est. Code §1154.051(a) (opens in a new tab)
Where
The clerk of the court that appointed you
If the judge disapproves it, you refile within the time the order sets, 20 days at most. §1154.054 (opens in a new tab)
The form
No statewide form
Each county clerk or probate court sets its own.

You qualify when your oath is filed and your bond is approved and filed. §1105.002 (opens in a new tab)

What it asks for

List all the ward’s property that you hold or know of, in a single written instrument. Attach the list of claims and your affidavit to it. §§1154.051–.053 (opens in a new tab)

What the Estates Code requires
ItemWhat goes there
Real propertyAll the ward’s real property in Texas
Personal propertyAll of it, wherever it is: bank accounts, investments, vehicles, belongings
Separate or communityWhich part is the ward’s separate property and which is community property
Owned with othersThe ward’s interest in anything held in common
ValueYour appraisement of each item’s fair market value on the date letters were granted, or the appraiser’s if the court appointed one
List of claimsEvery debt owed to the ward: the debtor’s name and address, the kind of debt, when it arose and falls due, the amount, and its interest rate and period
AffidavitSworn before an officer in the county: the inventory and list are true and complete

Common mistakes

Counting from the order

The 30 days run from the day you qualify, not the day the judge signed the order. You may qualify up to 20 days after the order. §§1105.002–.003 (opens in a new tab)

Values on the wrong date

Value each item on the date letters were granted, not the day you file. §1154.051(b) (opens in a new tab)

Property found later

File a sworn supplemental inventory, appraisement and list of claims promptly. If the court orders one, file it within the time the order sets, 20 days at most. §§1154.101–.102 (opens in a new tab)

Your first account

Your first annual account is due 60 days after the first anniversary of qualifying. Property this inventory describes well enough can be named there by reference. §§1163.001(a), 1163.002(c) (opens in a new tab)

Sources

Also for Texas: Annual Account of the Guardian of the Estate

We make Fidura, guardianship accounting software built on a reconciled register for each ward. See the product

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