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A BILL TO BE ENTITLED
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AN ACT
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relating to documents required to be submitted by a guardian of the |
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estate. |
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BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS: |
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SECTION 1. Sec. 1163.003(a), Estates Code, is amended to |
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read as follows: |
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Sec. 1163.003. SUPPORTING VOUCHERS AND OTHER DOCUMENTS |
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ATTACHED TO ACCOUNT. (a) The guardian of the estate shall attach |
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to each annual account: |
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(1) a voucher for each item of credit claimed in the account |
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or, to support the item in the absence of the voucher, other |
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evidence satisfactory to the court; |
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(2) an official letter from the bank or other depository |
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where the money on hand of the estate or ward is deposited that |
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shows the amounts in general or special deposits; and |
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(3) proof of the existence and possession of: |
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(A) securities owned by the estate or shown by the |
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account; and |
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(B) other assets held by a depository subject to court |
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order. |
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(4) complete bank or investment/security statements, dated |
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as of the end of the accounting period; |
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(5) receipts for all purchases and expenditures; |
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(6) documentation, including receipts and invoices, to |
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substantiate all expenses paid from the guardianship estate, |
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including debit card purchases and ATM withdrawals; and |
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(7) a bill of sale from the purchaser for any personal |
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property sold during the accounting period. |
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SECTION 2. This Act takes effect September 1, 2025. |