FORMS DECEDENT S ESTATE 1. MOTION TO ENTER SAFE DEPOSIT BOX... 8 2. ORDER TO ENTER SAFE DEPOSIT BOX... 10 3. APPLICATION FOR APPOINTMENT OF TEMPORARY ADMINISTRATOR... 11 4. ORDER APPOINTING TEMPORARY ADMINISTRATOR... 14 5. APPLICATION FOR PROBATE OF WILL AND ISSUANCE OF LETTERS TESTAMENTARY... 17 6. PROOF OF DEATH AND OTHER FACTS... 20 7. PROOF BY SUBSCRIBING WITNESS... 22 8. PROOF OF DECEDENT S HANDWRITING AND SIGNATURE... 23 9. NOTICE OF INTENTION TO TAKE DEPOSITION UPON WRITTEN QUESTIONS TO PROVE EXECUTION OF WILL... 24 10. ORDER ADMITTING WILL TO PROBATE AND AUTHORIZING LETTERS TESTAMENTARY... 30 11. APPOINTMENT OF RESIDENT AGENT... 32 12. OATH OF EXECUTOR [CORPORATE EXECUTOR]... 34 13. OATH OF EXECUTOR [INDIVIDUAL EXECUTOR]... 35 14. APPLICATION FOR PROBATE OF WILL AS MUNIMENT OF TITLE... 36 15. PROOF OF DEATH AND OTHER FACTS - MUNIMENT OF TITLE... 39 16. ORDER ADMITTING WILL TO PROBATE AS MUNIMENT OF TITLE... 41 17. APPLICATION FOR LETTERS OF ADMINISTRATION... 43 18. PROOF OF DEATH AND OTHER FACTS... 46 19. ORDER GRANTING ADMINISTRATION AND APPOINTING ADMINISTRATOR... 48 20. OATH OF ADMINISTRATOR... 50 21. RECEIPT AND AGREEMENT CONCERNING CASH OR SECURITIES... 51 22. ORDER APPROVING BOND... 52 23. APPLICATION FOR DETERMINATION OF HEIRSHIP AND ORDER OF NO ADMINISTRATION... 53 24. ORDER APPOINTING ATTORNEY AD LITEM... 57 25. ORIGINAL ANSWER OF ATTORNEY AD LITEM... 58 26. PROOF OF DEATH AND OTHER FACTS - HEIRSHIP... 60 27. JUDGMENT DECLARING HEIRSHIP & ORDER OF NO ADMINISTRATION.. 62 28. ORDER SETTING FEE FOR ATTORNEY AD LITEM... 64 29. AFFIDAVIT OF HEIRSHIP STATUTORY FORM... 65 30. SMALL ESTATE AFFIDAVIT... 68 31. ORDER APPROVING SMALL ESTATE AFFIDAVIT... 75 32. SECTION 128A NOTICE TO BENEFICIARY... 77
33. WAIVER OF NOTICE PURSUANT TO ESTATES CODE CHAPTER 308... 79 34. INDEPENDENT EXECUTOR S AFFIDAVIT OF NOTICE PURSUANT TO TEXAS ESTATES CODE CHAPTER 308... 80 35. NOTICE TO CREDITORS [*]... 83 36. PROOF OF SERVICE OF NOTICE TO SECURED CREDITORS... 84 37. AUTHENTICATED UNSECURED CLAIM... 86 38. ORDER APPROVING AND CLASSIFYING CLAIM... 88 39. APPLICATION FOR EXTENSION OF TIME TO FILE INVENTORY, APPRAISEMENT AND LIST OF CLAIMS [***OR*** AFFIDAVIT IN LIEU OF INVENTORY, APPRAISEMENT AND LIST OF CLAIMS]... 89 40. ORDER GRANTING EXTENSION OF TIME TO FILE INVENTORY, APPRAISEMENT AND LIST OF CLAIMS [***OR*** AFFIDAVIT IN LIEU OF INVENTORY, APPRAISEMENT AND LIST OF CLAIMS... 91 41. INVENTORY, APPRAISEMENT AND LIST OF CLAIMS... 92 42. AFFIDAVIT IN LIEU OF INVENTORY, APPRAISEMENT AND LIST OF CLAIMS UNDER SECTION 309.056 OF THE TEXAS ESTATES CODE... 98 43. ORDER APPROVING INVENTORY, APPRAISEMENT AND LIST OF CLAIMS [***OR*** AFFIDAVIT IN LIEU OF INVENTORY, APPRAISEMENT AND LIST OF CLAIMS]... 99 44. APPLICATION TO SET ASIDE EXEMPT PROPERTY... 100 45. ORDER TO SET ASIDE EXEMPT PROPERTY... 102 46. APPLICATION FOR FAMILY ALLOWANCE... 103 47. ORDER APPROVING APPLICATION FOR FAMILY ALLOWANCE... 105 48. APPLICATION FOR ALLOWANCE IN LIEU OF EXEMPT PROPERTY... 106 49. ORDER ON APPLICATION FOR ALLOWANCE IN LIEU OF EXEMPT PROPERTY... 108 50. APPLICATION FOR SALE OF PERSONAL PROPERTY PURSUANT TO ESTATES CODE SECTION 356.051... 109 51. ORDER ON APPLICATION FOR SALE OF PERSONAL PROPERTY PURSUANT TO ESTATES CODE SECTION 356.051... 111 52. APPLICATION FOR SALE OF PERSONAL PROPERTY PURSUANT TO ESTATES CODE CHAPTER 356 SUBCHAPTER C... 112 53. ORDER FOR SALE OF PERSONAL PROPERTY PURSUANT TO ESTATES CODE CHAPTER 356 SUBCHAPTER C... 116 54. REPORT OF SALE OF PERSONAL PROPERTY UNDER ESTATES CODE CHAPTER 356 SUBCHAPTER C... 117 55. DECREE CONFIRMING SALE OF PERSONAL PROPERTY UNDER ESTATES CODE CHAPTER 356 SUBCHAPTER C... 119 56. APPLICATION FOR SALE OF REAL PROPERTY... 120 57. ORDER OF SALE OF REAL PROPERTY... 124
58. REPORT OF SALE OF REAL PROPERTY... 126 59. DECREE CONFIRMING SALE OF REAL PROPERTY... 129 60. ANNUAL ACCOUNT... 130 61. CERTIFICATE OF AMOUNT ON DEPOSIT... 137 62. AFFIDAVIT AS TO LEGAL SERVICES AND FEES... 138 63. SUPPORTING AFFIDAVIT AS TO LEGAL SERVICES AND FEES... 140 64. ORDER APPROVING ANNUAL ACCOUNT... 142 65. FINAL ACCOUNT... 143 66. WAIVER OF CITATION... 150 67. ORDER APPROVING FINAL ACCOUNT... 152 68. RECEIPT AND RELEASE... 154 69. REPORT OF COMPLIANCE AND APPLICATION TO CLOSE ADMINISTRATION... 155 70. ORDER CLOSING ADMINISTRATION AND DISCHARGING ADMINISTRATOR... 157 71. NOTICE OF CLOSING ESTATE UNDER SECTION 405.006 OF THE TEXAS ESTATES CODE... 158 72. IRREVOCABLE DISCLAIMER... 160 73. APPLICATION TO DETERMINE HEIRSHIP AND RIGHT OF INHERITANCE*...... 162 74. MOTION FOR GENETIC TESTING*... 166 75. ORDER FOR GENETIC TESTING*... 169 GUARDIANSHIP 76. DALLAS COUNTY GUARDIANSHIP CASE INFORMATION FILING COVER SHEET.....171 77. APPLICATION FOR APPOINTMENT OF PERMANENT GUARDIAN OF [PERSON AND/OR ESTATE]... 172 78. ORDER APPOINTING PERMANENT GUARDIAN OF THE [PERSON AND/OR ESTATE]... 178 79. OATH OF GUARDIAN OF [PERSON AND/OR ESTATE]... 186 80. GUARDIAN S BOND AND AFFIDAVIT OF SURETIES... 187 81. ORDER APPROVING BOND... 189 82. INVENTORY, APPRAISEMENT AND LIST OF CLAIMS... 190 83. ORDER APPROVING INVENTORY, APPRAISEMENT AND LIST OF CLAIMS...... 195 84. APPLICATION FOR APPOINTMENT OF SUCCESSOR GUARDIAN OF [PERSON AND/OR ESTATE]... 196 85. ORDER APPOINTING SUCCESSOR GUARDIAN OF [PERSON AND/OR ESTATE]... 199
86. ORDER APPROVING BOND OF SUCCESSOR GUARDIAN... 201 87. WAIVER AND RENUNCIATION OF RIGHT TO BE APPOINTED GUARDIAN...... 202 88. APPLICATION BY CERTAIN RELATIVES FOR ACCESS TO WARD..204 89. AFFIDAVIT OF INABILITY TO PAY COURT COSTS AND AD LITEM FEES...... 206 90. AFFIDAVIT OF [ATTORNEY NAME]...209 91. ORDER FOR ATTORNEY AD LITEM FEES... 211 92. MEDICAL EVALUATION REPORT... 212 93. APPLICATION FOR APPOINTMENT OF TEMPORARY GUARDIAN OF [PERSON AND/OR ESTATE]... 216 94. ORDER APPOINTING ATTORNEY AD LITEM AND SETTING HEARING... 219 95. ORDER APPOINTING TEMPORARY GUARDIAN OF THE [PERSON AND/OR ESTATE]... 220 96. OATH OF TEMPORARY GUARDIAN OF THE [PERSON AND/OR ESTATE]... 222 97. APPLICATION TO CONVERT TEMPORARY GUARDIANSHIP TO PERMANENT GUARDIANSHIP... 223 98. APPLICATION FOR SALE OF PERSONAL PROPERTY PURSUANT TO ESTATES CODE SECTION 1158.051... 229 99. ORDER ON APPLICATION FOR SALE OF PERSONAL PROPERTY PURSUANT TO ESTATES CODE SECTION 1158.051... 232 100. APPLICATION FOR SALE OF PERSONAL PROPERTY PURSUANT TO ESTATES CODE SECTIONS 1158.101 AND 1158.102... 233 101. ORDER FOR SALE OF PERSONAL PROPERTY PURSUANT TO ESTATE CODE SECTIONS 1158.101 AND 1158.102... 237 102. REPORT OF SALE OF PERSONAL PROPERTY UNDER ESTATES CODE SECTION 1158.101 AND 1158.102... 238 103. DECREE CONFIRMING SALE OF PERSONAL PROPERTY UNDER ESTATES CODE SECTIONS 1158.101 AND 1158.102... 240 104. APPLICATION FOR SALE OF REAL PROPERTY... 241 105. ORDER OF SALE OF REAL PROPERTY... 245 106. REPORT OF SALE OF REAL PROPERTY... 247 107. DECREE CONFIRMING SALE OF REAL PROPERTY... 250 108. APPLICATION FOR MONTHLY ALLOWANCE FOR EDUCATION AND MAINTENANCE OF WARD AND MAINTENANCE OF WARD S PROPERTY...... 251 109. ORDER AUTHORIZING MONTHLY ALLOWANCE PAYMENT FOR EDUCATION AND MAINTENANCE OF WARD AND MAINTENANCE OF WARD S PROPERTY... 254
110. APPLICATION FOR AUTHORITY TO MAKE TAX MOTIVATED GIFTS... 258 111. ORDER AUTHORIZING TAX-MOTIVATED GIFTS... 261 112. ANNUAL REPORT OF GUARDIAN OF THE PERSON... 263 113. ORDER APPROVING ANNUAL REPORT OF GUARDIAN OF PERSON... 271 114. ANNUAL ACCOUNT OF GUARDIAN OF ESTATE... 272 115. ORDER APPROVING ANNUAL ACCOUNT OF GUARDIAN OF ESTATE... 277 116. MEDICAL POWER OF ATTORNEY... 28078 117. DIRECTIVE TO PHYSICIANS AND FAMILY OR SURROGATES... 283 118. STATUTORY DURABLE POWER OF ATTORNEY... 287 119. DECLARATION OF GUARDIAN IN THE EVENT OF LATER INCAPACITY OR NEED OF GUARDIAN... 291 120. SUPPORTED DECISION MAKING AGREEMENT...293 APPENDICES A. DALLAS AND NEIGHBORING COUNTIES LOCAL PROBATE COURT GUIDELINES B. TIMELINE OF EVENTS IN A TYPICAL PROBATE PROCEEDING C. TIMELINE OF EVENTS IN A TYPICAL GUARDIANSHIP PROCEEDING D. DALLAS COUNTY GUIDELINES FOR APPROVAL OF ATTORNEY FEE PETITIONS E. CIVIL CASE INFORMATION SHEET F. NORTH TEXAS PROBATE COURTS CONTACTS LIST G. CHAPTER 1301 TRUST FORM H. DALLAS COUNTY TRUST DEPARTMENT FORMS I. DALLAS COUNTY PHYSICIAN S CERTIFICATE OF MEDICAL EXAMINATION J. HELPFUL LINKS