Sec. 1162.005. APPLICATION FOR INSPECTION OF CERTAIN DOCUMENTS. (a) On the filing of an application under Section 1162.001 and for the purpose of establishing an estate plan under that section, the guardian of the ward's estate may apply to the court for an order to seek an in camera inspection of a copy of a will, codicil, trust, or other estate planning instrument of the ward as a means of obtaining access to the instrument.
(b) An application filed under this section must:
(1) be sworn to by the guardian;
(2) list each instrument requested for inspection; and
(3) state one or more reasons supporting the necessity to inspect each requested instrument for the purpose described by Subsection (a).
Added by Acts 2011, 82nd Leg., R.S., Ch. 823 (H.B. 2759), Sec. 1.02, eff. January 1, 2014.
Structure Texas Statutes
Title 3 - Guardianship and Related Procedures
Subtitle E - Administration of Guardianship
Chapter 1162 - Tax-Motivated, Charitable, Nonprofit, and Other Gifts
Subchapter A. Certain Gifts and Transfers
Section 1162.001. Authority to Establish Estate or Other Transfer Plan
Section 1162.002. Estate or Other Transfer Plan: Contents and Modification
Section 1162.003. Notice of Application for Establishment of Estate or Other Transfer Plan
Section 1162.004. Authority to Make Periodic Gifts
Section 1162.005. Application for Inspection of Certain Documents
Section 1162.006. Notice of Application for Inspection
Section 1162.007. Hearing on Application for Inspection; Inspection