Loading…
The guardian of the estate must file the bond and oath or declaration within 20 days of the appointing order, explain the Ward's Bill of Rights (§ 1151.351, attached) on appointment and each annual renewal, publish notice to unsecured creditors within one month and send qualified-delivery notice to secured creditors within four months with proof filed, file the inventory, appraisement and list of claims within 30 days of qualification, file sworn annual accounts within 60 days after each anniversary (form on the court's Orders & Forms page), keep guardianship funds in insured, interest-bearing accounts and file an investment plan within 180 days, obtain court orders before any expenditure (including a monthly or annual allowance) and before disposing of non-cash assets, keep records, keep Social Security funds separate, preserve and insure assets, file the final accounting when the guardianship closes, and consult counsel; with the fiduciary do's and don'ts (no spending or transfers without court approval except lien releases, proxies, calls and assessments, insurance, taxes, costs and bond premiums) and bond responsibilities; signed and filed by the guardian.
Applies to fiduciaries appointed by Bexar County Probate Court No. 3 (Judge Barbie Scharf-Zeldes), who must sign the instructions and file them with the clerk; not registered on TOPICs — posted on the court's Orders & Forms page. Procedural information only; not legal advice.
CAUSE NO. _____________________________ IN THE GUARDIANSHIP OF § IN THE PROBATE COURT § ________________________________, § NO. 3 § AN INCAPACITATED PERSON/ MINOR CHILD § BEXAR COUNTY, TEXAS COURT INSTRUCTIONS TO THE GUARDIAN OF THE ESTATE OF AN INCAPACITATED ADULT OR MINOR As the duly appointed Guardian of the Estate of the above-named Ward, the Court hereby advises you that you must comply with
Reviewer note: Composed 2026-09-08 from BenchPath's own-site custody copy (native text layer read in full). Issued over the judge's signature block, so judge-joined. The cash-reconciliation worksheet attached to the instructions is described, not reproduced.
G-2026-045-SC required anyone using generative AI to disclose it on the face of the filing and add a scripted certification, on pain of striking, denial of relief or monetary penalties. Rule 2.515(d)(2) and AOSC26-12 preempted it on June 15, 2026, so it could not be enforced — and by August 16, 2026 the Seventh Circuit had removed the order from its published register (no rescission instrument appears there). BenchPath holds the hashed capture as the historical record.
3 verbatim requirements on divisional requirements in ANDREW L. SIEGEL's division.
Verified requirements for Judge Barbie (Barbara) Scharf-Zeldes unlocks with a Single Report ($29) or Professional ($99/month) — create a free account to preview the dossier first.
Unlock free →Verified the action checklist unlocks with a Single Report ($29) or Professional ($99/month) — create a free account to preview the dossier first.
Unlock free →