Texas 2009 - 81st Regular

Texas House Bill HB2502 Compare Versions

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11 H.B. No. 2502
22
33
44 AN ACT
55 relating to the adoption of a nonsubstantive revision of provisions
66 of the Texas Probate Code relating to decedents' estates and the
77 redesignation of certain other provisions of the Texas Probate
88 Code, including conforming amendments and repeals.
99 BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS:
1010 SECTION 1. ESTATES CODE. The Estates Code is adopted to
1111 read as follows:
1212 ESTATES CODE
1313 TITLE 1. GENERAL PROVISIONS
1414 CHAPTER 21. PURPOSE AND CONSTRUCTION
1515 CHAPTER 22. DEFINITIONS
1616 [Chapters 23-30 reserved for expansion]
1717 TITLE 2. ESTATES OF DECEDENTS
1818 SUBTITLE A. SCOPE, JURISDICTION, AND COURTS
1919 [Chapters 31-50 reserved for expansion]
2020 SUBTITLE B. PROCEDURAL MATTERS
2121 CHAPTER 51. NOTICES AND PROCESS IN PROBATE PROCEEDINGS
2222 IN GENERAL
2323 CHAPTER 52. FILING AND RECORDKEEPING
2424 CHAPTER 53. OTHER COURT DUTIES AND PROCEDURES
2525 CHAPTER 54. PLEADINGS AND EVIDENCE IN GENERAL
2626 CHAPTER 55. COMPLAINTS AND CONTESTS
2727 CHAPTER 56. CHANGE AND RESIGNATION OF RESIDENT AGENT OF PERSONAL
2828 REPRESENTATIVE FOR SERVICE OF PROCESS
2929 [Chapters 57-100 reserved for expansion]
3030 SUBTITLE C. PASSAGE OF TITLE AND DISTRIBUTION
3131 OF DECEDENTS' PROPERTY IN GENERAL
3232 CHAPTER 101. ESTATE ASSETS IN GENERAL
3333 CHAPTER 102. PROBATE ASSETS: DECEDENT'S HOMESTEAD
3434 [Chapters 103-110 reserved for expansion]
3535 CHAPTER 111. NONPROBATE ASSETS IN GENERAL
3636 CHAPTER 112. COMMUNITY PROPERTY WITH RIGHT OF SURVIVORSHIP
3737 CHAPTER 113. MULTIPLE-PARTY ACCOUNTS
3838 [Chapters 114-120 reserved for expansion]
3939 CHAPTER 121. SURVIVAL REQUIREMENTS
4040 CHAPTER 122. DISCLAIMERS AND ASSIGNMENTS
4141 CHAPTER 123. DISSOLUTION OF MARRIAGE
4242 CHAPTER 124. VALUATION AND TAXATION OF ESTATE PROPERTY
4343 [Chapters 125-150 reserved for expansion]
4444 SUBTITLE D. PROCEEDINGS BEFORE ADMINISTRATION OF ESTATE
4545 CHAPTER 151. EXAMINATION OF DOCUMENTS AND SAFE DEPOSIT BOXES
4646 CHAPTER 152. EMERGENCY INTERVENTION
4747 [Chapters 153-200 reserved for expansion]
4848 SUBTITLE E. INTESTATE SUCCESSION
4949 CHAPTER 201. DESCENT AND DISTRIBUTION
5050 CHAPTER 202. DETERMINATION OF HEIRSHIP
5151 CHAPTER 203. NONJUDICIAL EVIDENCE OF HEIRSHIP
5252 CHAPTER 204. GENETIC TESTING IN PROCEEDINGS TO DECLARE HEIRSHIP
5353 CHAPTER 205. SMALL ESTATE AFFIDAVIT
5454 [Chapters 206-250 reserved for expansion]
5555 SUBTITLE F. WILLS
5656 CHAPTER 251. FUNDAMENTAL REQUIREMENTS AND PROVISIONS
5757 RELATING TO WILLS
5858 CHAPTER 252. SAFEKEEPING AND CUSTODY OF WILLS
5959 CHAPTER 253. CHANGE AND REVOCATION OF WILLS
6060 CHAPTER 254. VALIDITY OF CERTAIN PROVISIONS IN, AND CONTRACTS
6161 RELATING TO, WILLS
6262 CHAPTER 255. CONSTRUCTION AND INTERPRETATION OF WILLS
6363 CHAPTER 256. PROBATE OF WILLS GENERALLY
6464 CHAPTER 257. PROBATE OF WILL AS MUNIMENT OF TITLE
6565 CHAPTER 258. CITATIONS AND NOTICES RELATING TO PROBATE OF WILL
6666 [Chapters 259-300 reserved for expansion]
6767 SUBTITLE G. INITIAL APPOINTMENT OF PERSONAL REPRESENTATIVE
6868 AND OPENING OF ADMINISTRATION
6969 CHAPTER 301. APPLICATION FOR LETTERS TESTAMENTARY
7070 OR OF ADMINISTRATION
7171 [Chapter 302 reserved for expansion]
7272 CHAPTER 303. CITATIONS AND NOTICES IN GENERAL ON OPENING
7373 OF ADMINISTRATION
7474 CHAPTER 304. PERSONS WHO MAY SERVE AS PERSONAL REPRESENTATIVES
7575 CHAPTER 305. QUALIFICATION OF PERSONAL REPRESENTATIVES
7676 CHAPTER 306. GRANTING AND ISSUANCE OF LETTERS
7777 CHAPTER 307. VALIDITY OF CERTAIN ACTS OF EXECUTORS AND
7878 ADMINISTRATORS
7979 CHAPTER 308. NOTICE TO BENEFICIARIES AND CLAIMANTS
8080 CHAPTER 309. INVENTORY, APPRAISEMENT, AND LIST OF CLAIMS
8181 CHAPTER 310. ALLOCATION OF ESTATE INCOME AND EXPENSES
8282 [Chapters 311-350 reserved for expansion]
8383 SUBTITLE H. CONTINUATION OF ADMINISTRATION
8484 CHAPTER 351. POWERS AND DUTIES OF PERSONAL REPRESENTATIVES
8585 IN GENERAL
8686 CHAPTER 352. COMPENSATION AND EXPENSES OF PERSONAL
8787 REPRESENTATIVES AND OTHERS
8888 CHAPTER 353. EXEMPT PROPERTY AND FAMILY ALLOWANCE
8989 CHAPTER 354. SUMMARY PROCEEDINGS FOR, OR WITHDRAWAL FROM
9090 ADMINISTRATION OF, CERTAIN ESTATES
9191 CHAPTER 355. PRESENTMENT AND PAYMENT OF CLAIMS
9292 CHAPTER 356. SALE OF ESTATE PROPERTY
9393 CHAPTER 357. RENTING ESTATE PROPERTY
9494 CHAPTER 358. MATTERS RELATING TO MINERAL PROPERTIES
9595 CHAPTER 359. ANNUAL ACCOUNT AND OTHER EXHIBITS AND REPORTS
9696 CHAPTER 360. PARTITION AND DISTRIBUTION OF ESTATE
9797 CHAPTER 361. DEATH, RESIGNATION, OR REMOVAL OF PERSONAL
9898 REPRESENTATIVES; APPOINTMENT OF SUCCESSORS
9999 CHAPTER 362. CLOSING ADMINISTRATION OF ESTATE
100100 [Chapters 363-400 reserved for expansion]
101101 SUBTITLE I. INDEPENDENT ADMINISTRATION
102102 [Chapters 401-450 reserved for expansion]
103103 SUBTITLE J. ADDITIONAL MATTERS RELATING TO THE ADMINISTRATION
104104 OF CERTAIN ESTATES
105105 CHAPTER 451. ORDER OF NO ADMINISTRATION
106106 CHAPTER 452. TEMPORARY ADMINISTRATION OF ESTATES
107107 CHAPTER 453. ADMINISTRATION OF COMMUNITY PROPERTY
108108 CHAPTER 454. ADMINISTRATION OF ESTATE OF PERSON PRESUMED DEAD
109109 [Chapters 455-500 reserved for expansion]
110110 SUBTITLE K. FOREIGN WILLS, OTHER TESTAMENTARY
111111 INSTRUMENTS, AND FIDUCIARIES
112112 CHAPTER 501. ANCILLARY PROBATE OF FOREIGN WILL
113113 CHAPTER 502. ORIGINAL PROBATE OF FOREIGN WILL
114114 CHAPTER 503. RECORDING OF FOREIGN TESTAMENTARY INSTRUMENT
115115 CHAPTER 504. CONTEST OF OR OTHER CHALLENGE TO FOREIGN
116116 TESTAMENTARY INSTRUMENT
117117 CHAPTER 505. FOREIGN PERSONAL REPRESENTATIVES, TRUSTEES,
118118 AND FIDUCIARIES
119119 [Chapters 506-550 reserved for expansion]
120120 SUBTITLE L. PAYMENT OF ESTATES INTO TREASURY
121121 CHAPTER 551. PAYMENT OF CERTAIN ESTATES TO STATE
122122 [Chapters 552-600 reserved for expansion]
123123 SUBTITLE M. DURABLE POWERS OF ATTORNEY
124124 [Chapters 601-650 reserved for expansion]
125125 [Subtitles N-W reserved for expansion]
126126 SUBTITLE X. TEXAS PROBATE CODE: SCOPE, JURISDICTION,
127127 AND COURTS
128128 CHAPTER I. GENERAL PROVISIONS
129129 [Reserved for expansion]
130130 SUBTITLE Y. TEXAS PROBATE CODE: INDEPENDENT ADMINISTRATION
131131 CHAPTER VI. SPECIAL TYPES OF ADMINISTRATION
132132 PART 4. INDEPENDENT ADMINISTRATION
133133 [Reserved for expansion]
134134 SUBTITLE Z. TEXAS PROBATE CODE: DURABLE POWERS OF ATTORNEY
135135 [Reserved for expansion]
136136 [Titles 3-24 reserved for expansion]
137137 TITLE 25. TEXAS PROBATE CODE: GUARDIANSHIP
138138 [Reserved for expansion]
139139 TITLE 1. GENERAL PROVISIONS
140140 CHAPTER 21. PURPOSE AND CONSTRUCTION
141141 Sec. 21.001. PURPOSE OF CODE
142142 Sec. 21.002. CONSTRUCTION
143143 Sec. 21.003. STATUTORY REFERENCES
144144 Sec. 21.004. EFFECT OF DIVISION OF LAW
145145 Sec. 21.005. APPLICABILITY OF CERTAIN LAWS
146146 Sec. 21.006. APPLICABILITY TO PROBATE PROCEEDINGS
147147 CHAPTER 21. PURPOSE AND CONSTRUCTION
148148 Sec. 21.001. PURPOSE OF CODE. (a) This title and Subtitles
149149 A through M, Title 2, are enacted as a part of the state's
150150 continuing statutory revision program, begun by the Texas
151151 Legislative Council in 1963 as directed by the legislature in the
152152 law codified as Section 323.007, Government Code. The program
153153 contemplates a topic-by-topic revision of the state's general and
154154 permanent statute law without substantive change.
155155 (b) Consistent with the objectives of the statutory
156156 revision program, the purpose of this title and Subtitles A through
157157 M, Title 2, is to make the law encompassed by this title and
158158 Subtitles A through M, Title 2, more accessible and understandable
159159 by:
160160 (1) rearranging the statutes into a more logical
161161 order;
162162 (2) employing a format and numbering system designed
163163 to facilitate citation of the law and to accommodate future
164164 expansion of the law;
165165 (3) eliminating repealed, duplicative,
166166 unconstitutional, expired, executed, and other ineffective
167167 provisions; and
168168 (4) restating the law in modern American English to
169169 the greatest extent possible.
170170 (c) The provisions of Subtitles X, Y, and Z of Title 2 and
171171 Title 25 are transferred from the Texas Probate Code and
172172 redesignated as part of this code, but are not revised as part of
173173 the state's continuing statutory revision program. (New.)
174174 Sec. 21.002. CONSTRUCTION. Except as provided by Section
175175 22.027, Chapter 311, Government Code (Code Construction Act),
176176 applies to the construction of a provision of this title or Subtitle
177177 A, B, C, D, E, F, G, H, I, J, K, L, or M, Title 2. That chapter does
178178 not apply to the construction of a provision of Subtitle X, Y, or Z
179179 of Title 2 or Title 25. (New.)
180180 Sec. 21.003. STATUTORY REFERENCES. (a) A reference in a law
181181 other than in this code to a statute or a part of a statute revised
182182 by, or redesignated as part of, this code is considered to be a
183183 reference to the part of this code that revises that statute or part
184184 of that statute or contains the redesignated statute or part of the
185185 statute, as applicable.
186186 (b) A reference in Subtitle X, Y, or Z, Title 2, or Title 25
187187 to a chapter, a part, a subpart, a section, or any portion of a
188188 section "of this code" is a reference to the chapter, part, subpart,
189189 section, or portion of a section as redesignated in the Estates
190190 Code, except that:
191191 (1) a reference in Subtitle X, Y, or Z, Title 2, or
192192 Title 25 to Chapter I is a reference to Chapter I, Estates Code, and
193193 to the revision of sections derived from Chapter I, Texas Probate
194194 Code, and any reenactments and amendments to those sections; and
195195 (2) a reference in Subtitle X, Y, or Z, Title 2, or
196196 Title 25 to a chapter, part, subpart, section, or portion of a
197197 section that does not exist in the Estates Code is a reference to
198198 the revision of the corresponding chapter, part, subpart, section,
199199 or portion of a section of the Texas Probate Code and any
200200 reenactments or amendments. (New.)
201201 Sec. 21.004. EFFECT OF DIVISION OF LAW. The division of
202202 this code into titles, subtitles, chapters, subchapters, parts,
203203 subparts, sections, subsections, subdivisions, paragraphs, and
204204 subparagraphs is for convenience and does not have any legal
205205 effect. (Tex. Prob. Code, Sec. 2(c); New.)
206206 Sec. 21.005. APPLICABILITY OF CERTAIN LAWS.
207207 Notwithstanding Section 21.002 of this code and Section 311.002,
208208 Government Code:
209209 (1) Section 311.032(c), Government Code, applies to
210210 Subtitles X, Y, and Z of Title 2 and Title 25; and
211211 (2) Sections 311.005(4) and 311.012(b) and (c),
212212 Government Code, apply to Subtitles X, Y, and Z of Title 2. (New.)
213213 Sec. 21.006. APPLICABILITY TO PROBATE PROCEEDINGS. The
214214 procedure prescribed by Title 2 governs all probate proceedings.
215215 (Tex. Prob. Code, Sec. 2(a) (part).)
216216 CHAPTER 22. DEFINITIONS
217217 Sec. 22.001. APPLICABILITY OF DEFINITIONS
218218 Sec. 22.002. AUTHORIZED CORPORATE SURETY
219219 Sec. 22.003. CHARITABLE ORGANIZATION
220220 Sec. 22.004. CHILD
221221 Sec. 22.005. CLAIMS
222222 Sec. 22.006. CORPORATE FIDUCIARY
223223 Sec. 22.007. COURT; COUNTY COURT, PROBATE COURT, AND
224224 STATUTORY PROBATE COURT
225225 Sec. 22.008. DEVISE
226226 Sec. 22.009. DEVISEE
227227 Sec. 22.010. DISTRIBUTEE
228228 Sec. 22.011. DOCKET
229229 Sec. 22.012. ESTATE
230230 Sec. 22.013. EXEMPT PROPERTY
231231 Sec. 22.014. GOVERNMENTAL AGENCY OF THE STATE
232232 Sec. 22.015. HEIR
233233 Sec. 22.016. INCAPACITATED PERSON
234234 Sec. 22.017. INDEPENDENT EXECUTOR
235235 Sec. 22.018. INTERESTED PERSON; PERSON INTERESTED
236236 Sec. 22.019. JUDGE
237237 Sec. 22.020. LEGACY
238238 Sec. 22.021. LEGATEE
239239 Sec. 22.022. MINOR
240240 Sec. 22.023. MINUTES
241241 Sec. 22.024. MORTGAGE; LIEN
242242 Sec. 22.025. NET ESTATE
243243 Sec. 22.026. NEXT OF KIN
244244 Sec. 22.027. PERSON
245245 Sec. 22.028. PERSONAL PROPERTY
246246 Sec. 22.029. PROBATE MATTER; PROBATE PROCEEDINGS;
247247 PROBATE
248248 Sec. 22.030. REAL PROPERTY
249249 Sec. 22.031. REPRESENTATIVE; PERSONAL REPRESENTATIVE
250250 Sec. 22.032. SURETY
251251 Sec. 22.033. WARD
252252 Sec. 22.034. WILL
253253 CHAPTER 22. DEFINITIONS
254254 Sec. 22.001. APPLICABILITY OF DEFINITIONS. (a) Except as
255255 provided by Subsection (b), the definition for a term provided by
256256 this chapter applies in this code unless a different meaning of the
257257 term is otherwise apparent from the context in which the term is
258258 used.
259259 (b) If Chapter XIII provides a definition for a term that is
260260 different from the definition provided by this chapter, the
261261 definition for the term provided by Chapter XIII applies in that
262262 chapter. (Tex. Prob. Code, Sec. 3 (part).)
263263 Sec. 22.002. AUTHORIZED CORPORATE SURETY. "Authorized
264264 corporate surety" means a domestic or foreign corporation
265265 authorized to engage in business in this state for the purpose of
266266 issuing surety, guaranty, or indemnity bonds that guarantee the
267267 fidelity of an executor or administrator. (Tex. Prob. Code, Sec.
268268 3(a).)
269269 Sec. 22.003. CHARITABLE ORGANIZATION. "Charitable
270270 organization" means:
271271 (1) a nonprofit corporation, trust, community chest,
272272 fund, foundation, or other entity that is:
273273 (A) exempt from federal income tax under Section
274274 501(a), Internal Revenue Code of 1986, by being described by
275275 Section 501(c)(3) of that code; and
276276 (B) organized and operated exclusively for:
277277 (i) religious, charitable, scientific,
278278 educational, or literary purposes;
279279 (ii) testing for public safety;
280280 (iii) preventing cruelty to children or
281281 animals; or
282282 (iv) promoting amateur sports competition;
283283 or
284284 (2) any other entity that is organized and operated
285285 exclusively for the purposes listed in Section 501(c)(3), Internal
286286 Revenue Code of 1986. (Tex. Prob. Code, Sec. 3(kk).)
287287 Sec. 22.004. CHILD. (a) "Child" includes an adopted child,
288288 regardless of whether the adoption occurred through:
289289 (1) an existing or former statutory procedure; or
290290 (2) acts of estoppel.
291291 (b) The term "child" does not include a child who does not
292292 have a presumed father unless a provision of this code expressly
293293 states that a child who does not have a presumed father is included.
294294 (Tex. Prob. Code, Sec. 3(b).)
295295 Sec. 22.005. CLAIMS. "Claims" includes:
296296 (1) liabilities of a decedent that survive the
297297 decedent's death, including taxes, regardless of whether the
298298 liabilities arise in contract or tort or otherwise;
299299 (2) funeral expenses;
300300 (3) the expense of a tombstone;
301301 (4) expenses of administration;
302302 (5) estate and inheritance taxes; and
303303 (6) debts due such estates. (Tex. Prob. Code, Sec.
304304 3(c).)
305305 Sec. 22.006. CORPORATE FIDUCIARY. "Corporate fiduciary"
306306 means a financial institution, as defined by Section 201.101,
307307 Finance Code, that:
308308 (1) is existing or engaged in business under the laws
309309 of this state, another state, or the United States;
310310 (2) has trust powers; and
311311 (3) is authorized by law to act under the order or
312312 appointment of a court of record, without giving bond, as receiver,
313313 trustee, executor, administrator, or, although the financial
314314 institution does not have general depository powers, depository for
315315 any money paid into the court, or to become sole guarantor or surety
316316 in or on any bond required to be given under the laws of this state.
317317 (Tex. Prob. Code, Sec. 3(d).)
318318 Sec. 22.007. COURT; COUNTY COURT, PROBATE COURT, AND
319319 STATUTORY PROBATE COURT. (a) "Court" means and includes:
320320 (1) a county court in the exercise of its probate
321321 jurisdiction;
322322 (2) a court created by statute and authorized to
323323 exercise original probate jurisdiction; and
324324 (3) a district court exercising original probate
325325 jurisdiction in a contested matter.
326326 (b) The terms "county court" and "probate court" are
327327 synonymous and mean:
328328 (1) a county court in the exercise of its probate
329329 jurisdiction;
330330 (2) a court created by statute and authorized to
331331 exercise original probate jurisdiction; and
332332 (3) a district court exercising probate jurisdiction
333333 in a contested matter.
334334 (c) "Statutory probate court" means a court created by
335335 statute and designated as a statutory probate court under Chapter
336336 25, Government Code. For purposes of this code, the term does not
337337 include a county court at law exercising probate jurisdiction
338338 unless the court is designated a statutory probate court under
339339 Chapter 25, Government Code. (Tex. Prob. Code, Secs. 3(e), (g),
340340 (ii).)
341341 Sec. 22.008. DEVISE. "Devise":
342342 (1) used as a noun, includes a testamentary
343343 disposition of real property, personal property, or both; and
344344 (2) used as a verb, means to dispose of real property,
345345 personal property, or both, by will. (Tex. Prob. Code, Sec. 3(h).)
346346 Sec. 22.009. DEVISEE. "Devisee" includes a legatee. (Tex.
347347 Prob. Code, Sec. 3(i).)
348348 Sec. 22.010. DISTRIBUTEE. "Distributee" means a person who
349349 is entitled to a part of the estate of a decedent under a lawful will
350350 or the statutes of descent and distribution. (Tex. Prob. Code, Sec.
351351 3(j).)
352352 Sec. 22.011. DOCKET. "Docket" means the probate docket.
353353 (Tex. Prob. Code, Sec. 3(k).)
354354 Sec. 22.012. ESTATE. "Estate" means a decedent's property,
355355 as that property:
356356 (1) exists originally and as the property changes in
357357 form by sale, reinvestment, or otherwise;
358358 (2) is augmented by any accretions and other additions
359359 to the property, including any property to be distributed to the
360360 decedent's representative by the trustee of a trust that terminates
361361 on the decedent's death, and substitutions for the property; and
362362 (3) is diminished by any decreases in or distributions
363363 from the property. (Tex. Prob. Code, Sec. 3(l).)
364364 Sec. 22.013. EXEMPT PROPERTY. "Exempt property" means the
365365 property in a decedent's estate that is exempt from execution or
366366 forced sale by the constitution or laws of this state, and any
367367 allowance paid instead of that property. (Tex. Prob. Code, Sec.
368368 3(m).)
369369 Sec. 22.014. GOVERNMENTAL AGENCY OF THE STATE.
370370 "Governmental agency of the state" means:
371371 (1) a municipality;
372372 (2) a county;
373373 (3) a public school district;
374374 (4) a special-purpose district or authority;
375375 (5) a board, commission, department, office, or other
376376 agency in the executive branch of state government, including an
377377 institution of higher education, as defined by Section 61.003,
378378 Education Code;
379379 (6) the legislature or a legislative agency;
380380 (7) the supreme court, the court of criminal appeals,
381381 a court of appeals, or a district, county, or justice of the peace
382382 court;
383383 (8) a judicial agency having statewide jurisdiction;
384384 and
385385 (9) the State Bar of Texas. (Tex. Prob. Code, Sec.
386386 3(ll).)
387387 Sec. 22.015. HEIR. "Heir" means a person who is entitled
388388 under the statutes of descent and distribution to a part of the
389389 estate of a decedent who dies intestate. The term includes the
390390 decedent's surviving spouse. (Tex. Prob. Code, Sec. 3(o).)
391391 Sec. 22.016. INCAPACITATED PERSON. A person is
392392 "incapacitated" if the person:
393393 (1) is a minor;
394394 (2) is an adult who, because of a physical or mental
395395 condition, is substantially unable to:
396396 (A) provide food, clothing, or shelter for
397397 himself or herself;
398398 (B) care for the person's own physical health; or
399399 (C) manage the person's own financial affairs; or
400400 (3) must have a guardian appointed for the person to
401401 receive funds due the person from a governmental source. (Tex.
402402 Prob. Code, Sec. 3(p).)
403403 Sec. 22.017. INDEPENDENT EXECUTOR. "Independent executor"
404404 means the personal representative of an estate under independent
405405 administration as provided by Section 145. The term includes an
406406 independent administrator. (Tex. Prob. Code, Sec. 3(q).)
407407 Sec. 22.018. INTERESTED PERSON; PERSON INTERESTED.
408408 "Interested person" or "person interested" means:
409409 (1) an heir, devisee, spouse, creditor, or any other
410410 having a property right in or claim against an estate being
411411 administered; and
412412 (2) anyone interested in the welfare of an
413413 incapacitated person, including a minor. (Tex. Prob. Code, Sec.
414414 3(r).)
415415 Sec. 22.019. JUDGE. "Judge" means the presiding judge of
416416 any court having original jurisdiction over probate proceedings,
417417 regardless of whether the court is:
418418 (1) a county court in the exercise of its probate
419419 jurisdiction;
420420 (2) a court created by statute and authorized to
421421 exercise probate jurisdiction; or
422422 (3) a district court exercising probate jurisdiction
423423 in a contested matter. (Tex. Prob. Code, Sec. 3(f).)
424424 Sec. 22.020. LEGACY. "Legacy" includes a gift or devise of
425425 real or personal property made by a will. (Tex. Prob. Code, Sec.
426426 3(s) (part).)
427427 Sec. 22.021. LEGATEE. "Legatee" includes a person who is
428428 entitled to a legacy under a will. (Tex. Prob. Code, Sec. 3(s)
429429 (part).)
430430 Sec. 22.022. MINOR. "Minor" means a person younger than 18
431431 years of age who:
432432 (1) has never been married; and
433433 (2) has not had the disabilities of minority removed
434434 for general purposes. (Tex. Prob. Code, Sec. 3(t).)
435435 Sec. 22.023. MINUTES. "Minutes" means the probate minutes.
436436 (Tex. Prob. Code, Sec. 3(u).)
437437 Sec. 22.024. MORTGAGE; LIEN. "Mortgage" and "lien"
438438 include:
439439 (1) a deed of trust;
440440 (2) a vendor's lien, a mechanic's, materialman's, or
441441 laborer's lien, an attachment or garnishment lien, and a federal or
442442 state tax lien;
443443 (3) a chattel mortgage;
444444 (4) a judgment; and
445445 (5) a pledge by hypothecation. (Tex. Prob. Code, Sec.
446446 3(v).)
447447 Sec. 22.025. NET ESTATE. "Net estate" means a decedent's
448448 property excluding:
449449 (1) homestead rights;
450450 (2) exempt property;
451451 (3) the family allowance; and
452452 (4) an enforceable claim against the decedent's
453453 estate. (Tex. Prob. Code, Sec. 3(w).)
454454 Sec. 22.026. NEXT OF KIN. "Next of kin" includes:
455455 (1) an adopted child or the adopted child's
456456 descendants; and
457457 (2) the adoptive parent of the adopted child. (Tex.
458458 Prob. Code, Sec. 3(jj).)
459459 Sec. 22.027. PERSON. (a) "Person" includes a natural
460460 person and a corporation.
461461 (b) The definition of "person" assigned by Section 311.005,
462462 Government Code, does not apply to any provision in this code.
463463 (Tex. Prob. Code, Sec. 3(x); New.)
464464 Sec. 22.028. PERSONAL PROPERTY. "Personal property"
465465 includes an interest in:
466466 (1) goods;
467467 (2) money;
468468 (3) a chose in action;
469469 (4) an evidence of debt; and
470470 (5) a real chattel. (Tex. Prob. Code, Sec. 3(z).)
471471 Sec. 22.029. PROBATE MATTER; PROBATE PROCEEDINGS;
472472 PROCEEDING IN PROBATE; PROCEEDINGS FOR PROBATE. The terms "probate
473473 matter," "probate proceedings," "proceeding in probate," and
474474 "proceedings for probate" are synonymous and include a matter or
475475 proceeding relating to a decedent's estate. (Tex. Prob. Code, Sec.
476476 3(bb).)
477477 Sec. 22.030. REAL PROPERTY. "Real property" includes
478478 estates and interests in land, whether corporeal or incorporeal or
479479 legal or equitable. The term does not include a real chattel.
480480 (Tex. Prob. Code, Sec. 3(dd).)
481481 Sec. 22.031. REPRESENTATIVE; PERSONAL REPRESENTATIVE. (a)
482482 "Representative" and "personal representative" include:
483483 (1) an executor and independent executor;
484484 (2) an administrator, independent administrator, and
485485 temporary administrator; and
486486 (3) a successor to an executor or administrator listed
487487 in Subdivision (1) or (2).
488488 (b) The inclusion of an independent executor in Subsection
489489 (a) may not be construed to subject an independent executor to the
490490 control of the courts in probate matters with respect to settlement
491491 of estates, except as expressly provided by law. (Tex. Prob. Code,
492492 Sec. 3(aa).)
493493 Sec. 22.032. SURETY. "Surety" includes a personal surety
494494 and a corporate surety. (Tex. Prob. Code, Sec. 3(ee).)
495495 Sec. 22.033. WARD. "Ward" means a person for whom a
496496 guardian has been appointed. (Tex. Prob. Code, Sec. 3(mm).)
497497 Sec. 22.034. WILL. "Will" includes:
498498 (1) a codicil; and
499499 (2) a testamentary instrument that merely:
500500 (A) appoints an executor or guardian;
501501 (B) directs how property may not be disposed of;
502502 or
503503 (C) revokes another will. (Tex. Prob. Code, Sec.
504504 3(ff).)
505505 [Chapters 23-30 reserved for expansion]
506506 TITLE 2. ESTATES OF DECEDENTS
507507 SUBTITLE A. SCOPE, JURISDICTION, AND COURTS
508508 [Chapters 31-50 reserved for expansion]
509509 SUBTITLE B. PROCEDURAL MATTERS
510510 CHAPTER 51. NOTICES AND PROCESS IN PROBATE PROCEEDINGS IN GENERAL
511511 SUBCHAPTER A. ISSUANCE AND FORM OF NOTICE OR PROCESS
512512 Sec. 51.001. ISSUANCE OF NOTICE OR PROCESS IN GENERAL
513513 Sec. 51.002. DIRECTION OF WRIT OR OTHER PROCESS
514514 Sec. 51.003. CONTENTS OF CITATION OR NOTICE
515515 [Sections 51.004-51.050 reserved for expansion]
516516 SUBCHAPTER B. METHODS OF SERVING CITATION OR NOTICE; PERSONS
517517 TO BE SERVED
518518 Sec. 51.051. PERSONAL SERVICE
519519 Sec. 51.052. SERVICE BY MAIL
520520 Sec. 51.053. SERVICE BY POSTING
521521 Sec. 51.054. SERVICE BY PUBLICATION
522522 Sec. 51.055. SERVICE ON PARTY'S ATTORNEY OF RECORD
523523 Sec. 51.056. SERVICE ON PERSONAL REPRESENTATIVE OR
524524 RECEIVER
525525 [Sections 51.057-51.100 reserved for expansion]
526526 SUBCHAPTER C. RETURN AND PROOF OF SERVICE OF CITATION OR NOTICE
527527 Sec. 51.101. REQUIREMENTS FOR RETURN ON CITATION OR
528528 NOTICE SERVED BY PERSONAL SERVICE
529529 Sec. 51.102. VALIDITY OF SERVICE AND RETURN ON
530530 CITATION OR NOTICE SERVED BY POSTING
531531 Sec. 51.103. PROOF OF SERVICE
532532 Sec. 51.104. RETURN TO COURT
533533 [Sections 51.105-51.150 reserved for expansion]
534534 SUBCHAPTER D. ALTERNATIVE MANNER OF ISSUANCE, SERVICE, AND RETURN
535535 Sec. 51.151. COURT-ORDERED ISSUANCE, SERVICE, AND
536536 RETURN UNDER CERTAIN CIRCUMSTANCES
537537 [Sections 51.152-51.200 reserved for expansion]
538538 SUBCHAPTER E. ADDITIONAL NOTICE PROVISIONS
539539 Sec. 51.201. WAIVER OF NOTICE OF HEARING
540540 Sec. 51.202. REQUEST FOR NOTICE OF FILING OF PLEADING
541541 Sec. 51.203. SERVICE OF NOTICE OF INTENTION TO TAKE
542542 DEPOSITIONS IN CERTAIN MATTERS
543543 CHAPTER 51. NOTICES AND PROCESS IN PROBATE PROCEEDINGS IN GENERAL
544544 SUBCHAPTER A. ISSUANCE AND FORM OF NOTICE OR PROCESS
545545 Sec. 51.001. ISSUANCE OF NOTICE OR PROCESS IN GENERAL. (a)
546546 Except as provided by Subsection (b), a person is not required to be
547547 cited or otherwise given notice except in a situation in which this
548548 title expressly provides for citation or the giving of notice.
549549 (b) If this title does not expressly provide for citation or
550550 the issuance or return of notice in a probate matter, the court may
551551 require that notice be given. A court that requires that notice be
552552 given may prescribe the form and manner of service of the notice and
553553 the return of service.
554554 (c) Unless a court order is required by this title, the
555555 county clerk without a court order shall issue:
556556 (1) necessary citations, writs, and other process in a
557557 probate matter; and
558558 (2) all notices not required to be issued by a personal
559559 representative. (Tex. Prob. Code, Secs. 33(a), (b).)
560560 Sec. 51.002. DIRECTION OF WRIT OR OTHER PROCESS. (a) A
561561 writ or other process other than a citation or notice must be
562562 directed "To any sheriff or constable within the State of Texas."
563563 (b) Notwithstanding Subsection (a), a writ or other process
564564 other than a citation or notice may not be held defective because
565565 the process is directed to the sheriff or a constable of a named
566566 county if the process is properly served within that county by the
567567 sheriff or constable. (Tex. Prob. Code, Sec. 33(c) (part).)
568568 Sec. 51.003. CONTENTS OF CITATION OR NOTICE. (a) A
569569 citation or notice must:
570570 (1) be directed to the person to be cited or notified;
571571 (2) be dated;
572572 (3) state the style and number of the proceeding;
573573 (4) state the court in which the proceeding is
574574 pending;
575575 (5) describe generally the nature of the proceeding or
576576 matter to which the citation or notice relates;
577577 (6) direct the person being cited or notified to
578578 appear by filing a written contest or answer or to perform another
579579 required action; and
580580 (7) state when and where the appearance or performance
581581 described by Subdivision (6) is required.
582582 (b) A citation or notice issued by the county clerk must be
583583 styled "The State of Texas" and be signed by the clerk under the
584584 clerk's seal.
585585 (c) A notice required to be given by a personal
586586 representative must be in writing and be signed by the
587587 representative in the representative's official capacity.
588588 (d) A citation or notice is not required to contain a
589589 precept directed to an officer, but may not be held defective
590590 because the citation or notice contains a precept directed to an
591591 officer authorized to serve the citation or notice. (Tex. Prob.
592592 Code, Sec. 33(c) (part).)
593593 [Sections 51.004-51.050 reserved for expansion]
594594 SUBCHAPTER B. METHODS OF SERVING CITATION OR NOTICE; PERSONS
595595 TO BE SERVED
596596 Sec. 51.051. PERSONAL SERVICE. (a) Except as otherwise
597597 provided by Subsection (b), if personal service of citation or
598598 notice is required, the citation or notice must be served on the
599599 attorney of record for the person to be cited or notified.
600600 Notwithstanding the requirement of personal service, service may be
601601 made on that attorney by any method specified by Section 51.055 for
602602 service on an attorney of record.
603603 (b) If the person to be cited or notified does not have an
604604 attorney of record in the proceeding, or if an attempt to serve the
605605 person's attorney is unsuccessful:
606606 (1) the sheriff or constable shall serve the citation
607607 or notice by delivering a copy of the citation or notice to the
608608 person to be cited or notified, in person, if the person to whom the
609609 citation or notice is directed is in this state; or
610610 (2) any disinterested person competent to make an oath
611611 that the citation or notice was served may serve the citation or
612612 notice, if the person to be cited or notified is absent from or is
613613 not a resident of this state.
614614 (c) The return day of the citation or notice served under
615615 Subsection (b) must be at least 10 days after the date of service,
616616 excluding the date of service.
617617 (d) If citation or notice attempted to be served as provided
618618 by Subsection (b) is returned with the notation that the person
619619 sought to be served, whether inside or outside this state, cannot be
620620 found, the county clerk shall issue a new citation or notice.
621621 Service of the new citation or notice must be made by publication.
622622 (Tex. Prob. Code, Sec. 33(f)(1) (part).)
623623 Sec. 51.052. SERVICE BY MAIL. (a) The county clerk, or the
624624 personal representative if required by statute or court order,
625625 shall serve a citation or notice required or permitted to be served
626626 by regular mail by mailing the original citation or notice to the
627627 person to be cited or notified.
628628 (b) Except as provided by Subsection (c), the county clerk
629629 shall issue a citation or notice required or permitted to be served
630630 by registered or certified mail and shall serve the citation or
631631 notice by mailing the original citation or notice by registered or
632632 certified mail.
633633 (c) A personal representative shall issue a notice required
634634 to be given by the representative by registered or certified mail
635635 and shall serve the notice by mailing the original notice by
636636 registered or certified mail.
637637 (d) The county clerk or personal representative, as
638638 applicable, shall mail a citation or notice under Subsection (b) or
639639 (c) with an instruction to deliver the citation or notice to the
640640 addressee only and with return receipt requested. The clerk or
641641 representative, as applicable, shall address the envelope
642642 containing the citation or notice to:
643643 (1) the attorney of record in the proceeding for the
644644 person to be cited or notified; or
645645 (2) the person to be cited or notified, if the citation
646646 or notice to the attorney is returned undelivered or the person to
647647 be cited or notified has no attorney of record in the proceeding.
648648 (e) Service by mail shall be made at least 20 days before the
649649 return day of the service, excluding the date of service. The date
650650 of service by mail is the date of mailing.
651651 (f) A copy of a citation or notice served under Subsection
652652 (a), (b), or (c), together with a certificate of the person serving
653653 the citation or notice showing that the citation or notice was
654654 mailed and the date of the mailing, shall be filed and recorded. A
655655 returned receipt for a citation or notice served under Subsection
656656 (b) or (c) shall be attached to the certificate.
657657 (g) If a citation or notice served by mail is returned
658658 undelivered, a new citation or notice shall be issued. Service of
659659 the new citation or notice must be made by posting. (Tex. Prob.
660660 Code, Sec. 33(f)(4).)
661661 Sec. 51.053. SERVICE BY POSTING. (a) The county clerk
662662 shall deliver the original and a copy of a citation or notice
663663 required to be posted to the sheriff or a constable of the county in
664664 which the proceeding is pending. The sheriff or constable shall
665665 post the copy at the door of the county courthouse or the location
666666 in or near the courthouse where public notices are customarily
667667 posted.
668668 (b) Citation or notice under this section must be posted for
669669 at least 10 days before the return day of the service, excluding the
670670 date of posting, except as provided by Section 51.102(b). The date
671671 of service of citation or notice by posting is the date of posting.
672672 (c) A sheriff or constable who posts a citation or notice
673673 under this section shall return the original citation or notice to
674674 the county clerk and state the date and location of the posting in a
675675 written return on the citation or notice.
676676 (d) The method of service prescribed by this section applies
677677 when a personal representative is required or permitted to post a
678678 notice. The notice must be:
679679 (1) issued in the name of the representative;
680680 (2) addressed and delivered to, and posted and
681681 returned by, the appropriate officer; and
682682 (3) filed with the county clerk. (Tex. Prob. Code,
683683 Sec. 33(f)(2).)
684684 Sec. 51.054. SERVICE BY PUBLICATION. (a) Citation or
685685 notice to a person to be served by publication shall be published
686686 one time in a newspaper of general circulation in the county in
687687 which the proceeding is pending. The publication must be made at
688688 least 10 days before the return day of the service, excluding the
689689 date of publication.
690690 (b) The date of service of citation or notice by publication
691691 is the date of publication printed on the newspaper in which the
692692 citation or notice is published.
693693 (c) If no newspaper is published, printed, or of general
694694 circulation in the county in which the citation or notice is to be
695695 published, the citation or notice under Subsection (a) shall be
696696 served by posting. (Tex. Prob. Code, Sec. 33(f)(3).)
697697 Sec. 51.055. SERVICE ON PARTY'S ATTORNEY OF RECORD. (a) If
698698 a party is represented by an attorney of record in a probate
699699 proceeding, each citation or notice required to be served on the
700700 party in that proceeding shall be served instead on that attorney.
701701 A notice under this subsection may be served by delivery to the
702702 attorney in person or by registered or certified mail.
703703 (b) A notice may be served on an attorney of record under
704704 this section by:
705705 (1) another party to the proceeding;
706706 (2) the attorney of record for another party to the
707707 proceeding;
708708 (3) the appropriate sheriff or constable; or
709709 (4) any other person competent to testify.
710710 (c) Each of the following is prima facie evidence of the
711711 fact that service has been made under this section:
712712 (1) the written statement of an attorney of record
713713 showing service;
714714 (2) the return of the officer showing service; and
715715 (3) the affidavit of any other person showing service.
716716 (Tex. Prob. Code, Sec. 34.)
717717 Sec. 51.056. SERVICE ON PERSONAL REPRESENTATIVE OR
718718 RECEIVER. Unless this title expressly provides for another method
719719 of service, the county clerk who issues a citation or notice
720720 required to be served on a personal representative or receiver
721721 shall serve the citation or notice by mailing the original citation
722722 or notice by registered or certified mail to:
723723 (1) the representative's or receiver's attorney of
724724 record; or
725725 (2) the representative or receiver, if the
726726 representative or receiver does not have an attorney of record.
727727 (Tex. Prob. Code, Sec. 33(e).)
728728 [Sections 51.057-51.100 reserved for expansion]
729729 SUBCHAPTER C. RETURN AND PROOF OF SERVICE OF CITATION OR NOTICE
730730 Sec. 51.101. REQUIREMENTS FOR RETURN ON CITATION OR NOTICE
731731 SERVED BY PERSONAL SERVICE. The return of the person serving a
732732 citation or notice under Section 51.051 must:
733733 (1) be endorsed on or attached to the citation or
734734 notice;
735735 (2) state the date and place of service;
736736 (3) certify that a copy of the citation or notice was
737737 delivered to the person directed to be served;
738738 (4) be subscribed and sworn to before, and under the
739739 hand and official seal of, an officer authorized by the laws of this
740740 state to take an affidavit; and
741741 (5) be returned to the county clerk who issued the
742742 citation or notice. (Tex. Prob. Code, Sec. 33(f)(1) (part).)
743743 Sec. 51.102. VALIDITY OF SERVICE AND RETURN ON CITATION OR
744744 NOTICE SERVED BY POSTING. (a) A citation or notice in a probate
745745 matter that is required to be served by posting and is issued in
746746 conformity with this title, and the service and return of service of
747747 the citation or notice, is valid if:
748748 (1) a sheriff or constable posts a copy of the citation
749749 or notice at the location or locations prescribed by this title; and
750750 (2) the posting occurs on a day preceding the return
751751 day of service specified in the citation or notice that provides
752752 sufficient time for the period the citation or notice must be posted
753753 to expire before the specified return day.
754754 (b) The fact that a sheriff or constable, as applicable,
755755 makes the return of service on the citation or notice described by
756756 Subsection (a) and returns the citation or notice on which the
757757 return has been made to the court before the expiration of the
758758 period the citation or notice must be posted does not affect the
759759 validity of the citation or notice or the service or return of
760760 service. This subsection applies even if the sheriff or constable
761761 makes the return of service and returns the citation or notice on
762762 which the return is made to the court on the same day the citation or
763763 notice is issued. (Tex. Prob. Code, Sec. 33(h).)
764764 Sec. 51.103. PROOF OF SERVICE. (a) Proof of service in
765765 each case requiring citation or notice must be filed before the
766766 hearing.
767767 (b) Proof of service consists of:
768768 (1) if the service is made by a sheriff or constable,
769769 the return of service;
770770 (2) if the service is made by a private person, the
771771 person's affidavit;
772772 (3) if the service is made by mail:
773773 (A) the certificate of the county clerk making
774774 the service, or the affidavit of the personal representative or
775775 other person making the service, stating that the citation or
776776 notice was mailed and the date of the mailing; and
777777 (B) the return receipt attached to the
778778 certificate or affidavit, as applicable, if the mailing was by
779779 registered or certified mail and a receipt has been returned; and
780780 (4) if the service is made by publication, an
781781 affidavit:
782782 (A) made by the publisher of the newspaper in
783783 which the citation or notice was published or an employee of the
784784 publisher;
785785 (B) that contains or to which is attached a copy
786786 of the published citation or notice; and
787787 (C) that states the date of publication printed
788788 on the newspaper in which the citation or notice was published.
789789 (Tex. Prob. Code, Sec. 33(i).)
790790 Sec. 51.104. RETURN TO COURT. A citation or notice issued
791791 by a county clerk must be returned to the court from which the
792792 citation or notice was issued on the first Monday after the service
793793 is perfected. (Tex. Prob. Code, Sec. 33(g).)
794794 [Sections 51.105-51.150 reserved for expansion]
795795 SUBCHAPTER D. ALTERNATIVE MANNER OF ISSUANCE, SERVICE, AND RETURN
796796 Sec. 51.151. COURT-ORDERED ISSUANCE, SERVICE, AND RETURN
797797 UNDER CERTAIN CIRCUMSTANCES. (a) A citation or notice required by
798798 this title shall be issued, served, and returned in the manner
799799 specified by written order of the court in accordance with this
800800 title and the Texas Rules of Civil Procedure if:
801801 (1) an interested person requests that action;
802802 (2) a specific method is not provided by this title for
803803 giving the citation or notice;
804804 (3) a specific method is not provided by this title for
805805 the service and return of citation or notice; or
806806 (4) a provision relating to a matter described by
807807 Subdivision (2) or (3) is inadequate.
808808 (b) Citation or notice issued, served, and returned in the
809809 manner specified by a court order as provided by Subsection (a) has
810810 the same effect as if the manner of service and return had been
811811 specified by this title. (Tex. Prob. Code, Sec. 33(d).)
812812 [Sections 51.152-51.200 reserved for expansion]
813813 SUBCHAPTER E. ADDITIONAL NOTICE PROVISIONS
814814 Sec. 51.201. WAIVER OF NOTICE OF HEARING. (a) A legally
815815 competent person who is interested in a hearing in a probate
816816 proceeding may waive notice of the hearing in writing either in
817817 person or through an attorney.
818818 (b) A trustee of a trust may waive notice under Subsection
819819 (a) on behalf of a beneficiary of the trust as provided by that
820820 subsection.
821821 (c) A consul or other representative of a foreign government
822822 whose appearance has been entered as provided by law on behalf of a
823823 person residing in a foreign country may waive notice under
824824 Subsection (a) on the person's behalf as provided by that
825825 subsection.
826826 (d) A person who submits to the jurisdiction of the court in
827827 a hearing is considered to have waived notice of the hearing. (Tex.
828828 Prob. Code, Sec. 35.)
829829 Sec. 51.202. REQUEST FOR NOTICE OF FILING OF PLEADING. (a)
830830 At any time after an application is filed to commence a probate
831831 proceeding, including a proceeding for the probate of a will, the
832832 grant of letters testamentary or of administration, or a
833833 determination of heirship, a person interested in the estate may
834834 file with the county clerk a written request to be notified of all,
835835 or any specified, motions, applications, or pleadings filed with
836836 respect to the proceeding by any person or by one or more persons
837837 specifically named in the request. A person filing a request under
838838 this section is responsible for payment of the fees and other costs
839839 of providing a requested notice, and the clerk may require a deposit
840840 to cover the estimated costs of providing the notice. Thereafter,
841841 the clerk shall send to the requestor by regular mail a copy of any
842842 requested document.
843843 (b) A county clerk's failure to comply with a request under
844844 this section does not invalidate any proceeding. (Tex. Prob. Code,
845845 Sec. 33(j).)
846846 Sec. 51.203. SERVICE OF NOTICE OF INTENTION TO TAKE
847847 DEPOSITIONS IN CERTAIN MATTERS. (a) If a will is to be probated, or
848848 in another probate matter in which there is no opposing party or
849849 attorney of record on whom to serve notice and copies of
850850 interrogatories, service may be made by posting notice of the
851851 intention to take depositions for a period of 10 days as provided by
852852 Section 51.053 governing a posting of notice.
853853 (b) When notice by posting under Subsection (a) is filed
854854 with the county clerk, a copy of the interrogatories must also be
855855 filed.
856856 (c) At the expiration of the 10-day period prescribed by
857857 Subsection (a):
858858 (1) commission may issue for taking the depositions
859859 for which the notice was posted; and
860860 (2) the judge may file cross-interrogatories if no
861861 person appears. (Tex. Prob. Code, Sec. 22 (part).)
862862 CHAPTER 52. FILING AND RECORDKEEPING
863863 SUBCHAPTER A. RECORDKEEPING REQUIREMENTS
864864 Sec. 52.001. PROBATE DOCKET
865865 Sec. 52.002. CLAIM DOCKET
866866 Sec. 52.003. PROBATE FEE BOOK
867867 Sec. 52.004. ALTERNATE RECORDKEEPING
868868 [Sections 52.005-52.050 reserved for expansion]
869869 SUBCHAPTER B. FILES; INDEX
870870 Sec. 52.051. FILING PROCEDURES
871871 Sec. 52.052. CASE FILES
872872 Sec. 52.053. INDEX
873873 CHAPTER 52. FILING AND RECORDKEEPING
874874 SUBCHAPTER A. RECORDKEEPING REQUIREMENTS
875875 Sec. 52.001. PROBATE DOCKET. (a) The county clerk shall
876876 maintain a record book titled "Judge's Probate Docket" and shall
877877 record in the book:
878878 (1) the name of each person with respect to whom, or
879879 with respect to whose estate, proceedings are commenced or sought
880880 to be commenced;
881881 (2) the name of each executor, administrator, or
882882 applicant for letters testamentary or of administration;
883883 (3) the date each original application for probate
884884 proceedings is filed;
885885 (4) a minute of each order, judgment, decree, and
886886 proceeding that occurs in each estate, including the date it
887887 occurs; and
888888 (5) the docket number of each estate as assigned under
889889 Subsection (b).
890890 (b) The county clerk shall assign a docket number to each
891891 estate in the order proceedings are commenced. (Tex. Prob. Code,
892892 Sec. 13 (part).)
893893 Sec. 52.002. CLAIM DOCKET. (a) The county clerk shall
894894 maintain a record book titled "Claim Docket" and shall record in the
895895 book each claim that is presented against an estate for the court's
896896 approval.
897897 (b) The county clerk shall assign one or more pages of the
898898 record book to each estate.
899899 (c) The claim docket must be ruled in 16 columns at proper
900900 intervals from top to bottom, with a short note of the contents at
901901 the top of each column. The county clerk shall record for each
902902 claim, in the order claims are filed, the following information in
903903 the respective columns, beginning with the first or marginal
904904 column:
905905 (1) the name of the claimant;
906906 (2) the amount of the claim;
907907 (3) the date of the claim;
908908 (4) the date the claim is filed;
909909 (5) the date the claim is due;
910910 (6) the date the claim begins bearing interest;
911911 (7) the interest rate;
912912 (8) the date the claim is allowed by the executor or
913913 administrator, if applicable;
914914 (9) the amount allowed by the executor or
915915 administrator, if applicable;
916916 (10) the date the claim is rejected, if applicable;
917917 (11) the date the claim is approved, if applicable;
918918 (12) the amount approved for the claim, if applicable;
919919 (13) the date the claim is disapproved, if applicable;
920920 (14) the class to which the claim belongs;
921921 (15) the date the claim is established by a judgment of
922922 a court, if applicable; and
923923 (16) the amount of the judgment established under
924924 Subdivision (15), if applicable. (Tex. Prob. Code, Sec. 14.)
925925 Sec. 52.003. PROBATE FEE BOOK. (a) The county clerk shall
926926 maintain a record book titled "Probate Fee Book" and shall record in
927927 the book each item of cost that accrues to the officers of the court
928928 and any witness fees.
929929 (b) Each record entry must include:
930930 (1) the party to whom the cost or fee is due;
931931 (2) the date the cost or fee accrued;
932932 (3) the estate or party liable for the cost or fee; and
933933 (4) the date the cost or fee is paid. (Tex. Prob. Code,
934934 Sec. 16.)
935935 Sec. 52.004. ALTERNATE RECORDKEEPING. Instead of
936936 maintaining the record books described by Sections 52.001, 52.002,
937937 and 52.003, the county clerk may maintain the information described
938938 by those sections relating to a person's or estate's probate
939939 proceedings:
940940 (1) on a computer file;
941941 (2) on microfilm;
942942 (3) in the form of a digitized optical image; or
943943 (4) in another similar form of data compilation.
944944 (Tex. Prob. Code, Sec. 17.)
945945 [Sections 52.005-52.050 reserved for expansion]
946946 SUBCHAPTER B. FILES; INDEX
947947 Sec. 52.051. FILING PROCEDURES. (a) An application for a
948948 probate proceeding, complaint, petition, or other paper permitted
949949 or required by law to be filed with a court in a probate matter must
950950 be filed with the county clerk of the appropriate county.
951951 (b) Each paper filed in an estate must be given the docket
952952 number assigned to the estate.
953953 (c) On receipt of a paper described by Subsection (a), the
954954 county clerk shall:
955955 (1) file the paper; and
956956 (2) endorse on the paper:
957957 (A) the date the paper is filed;
958958 (B) the docket number; and
959959 (C) the clerk's official signature. (Tex. Prob.
960960 Code, Secs. 11, 13(e) (part).)
961961 Sec. 52.052. CASE FILES. (a) The county clerk shall
962962 maintain a case file for the estate of each decedent for which a
963963 probate proceeding has been filed.
964964 (b) Each case file must contain each order, judgment, and
965965 proceeding of the court and any other probate filing with the court,
966966 including each:
967967 (1) application for the probate of a will;
968968 (2) application for the granting of administration;
969969 (3) citation and notice, whether published or posted,
970970 including the return on the citation or notice;
971971 (4) will and the testimony on which the will is
972972 admitted to probate;
973973 (5) bond and official oath;
974974 (6) inventory, appraisement, and list of claims;
975975 (7) exhibit and account;
976976 (8) report of renting;
977977 (9) application for sale or partition of real estate;
978978 (10) report of sale;
979979 (11) report of the commissioners of partition;
980980 (12) application for authority to execute a lease for
981981 mineral development, or for pooling or unitization of lands,
982982 royalty, or other interest in minerals, or to lend or invest money;
983983 and
984984 (13) report of lending or investing money.
985985 (c) Only the substance of a deposition must be recorded
986986 under Subsection (b)(4). (Tex. Prob. Code, Sec. 15.)
987987 Sec. 52.053. INDEX. (a) The county clerk shall properly
988988 index the records required under this chapter.
989989 (b) The county clerk shall keep the index open for public
990990 inspection, but may not release the index from the clerk's custody.
991991 (Tex. Prob. Code, Sec. 17A.)
992992 CHAPTER 53. OTHER COURT DUTIES AND PROCEDURES
993993 SUBCHAPTER A. ENFORCEMENT OF ORDERS
994994 Sec. 53.001. ENFORCEMENT OF JUDGE'S ORDERS
995995 [Sections 53.002-53.050 reserved for expansion]
996996 SUBCHAPTER B. COSTS AND SECURITY
997997 Sec. 53.051. APPLICABILITY OF CERTAIN LAWS
998998 Sec. 53.052. SECURITY FOR CERTAIN COSTS
999999 Sec. 53.053. EXEMPTION FROM PROBATE FEES FOR ESTATES
10001000 OF CERTAIN MILITARY SERVICEMEMBERS
10011001 [Sections 53.054-53.100 reserved for expansion]
10021002 SUBCHAPTER C. PROCEDURES FOR PROBATE MATTERS
10031003 Sec. 53.101. CALLING OF DOCKETS
10041004 Sec. 53.102. SETTING OF CERTAIN HEARINGS BY CLERK
10051005 Sec. 53.103. RENDERING OF DECISIONS, ORDERS, DECREES,
10061006 AND JUDGMENTS
10071007 Sec. 53.104. APPOINTMENT OF ATTORNEYS AD LITEM
10081008 Sec. 53.105. SIGNING OF MINUTES
10091009 Sec. 53.106. EXECUTIONS IN PROBATE MATTERS
10101010 CHAPTER 53. OTHER COURT DUTIES AND PROCEDURES
10111011 SUBCHAPTER A. ENFORCEMENT OF ORDERS
10121012 Sec. 53.001. ENFORCEMENT OF JUDGE'S ORDERS. A judge may
10131013 enforce the judge's lawful orders against an executor or
10141014 administrator by attachment and confinement. Unless this title
10151015 expressly provides otherwise, the term of confinement for any one
10161016 offense under this section may not exceed three days. (Tex. Prob.
10171017 Code, Sec. 24.)
10181018 [Sections 53.002-53.050 reserved for expansion]
10191019 SUBCHAPTER B. COSTS AND SECURITY
10201020 Sec. 53.051. APPLICABILITY OF CERTAIN LAWS. A law
10211021 regulating costs in ordinary civil cases applies to a probate
10221022 matter when not expressly provided for in this title. (Tex. Prob.
10231023 Code, Sec. 12(a).)
10241024 Sec. 53.052. SECURITY FOR CERTAIN COSTS. (a) The clerk may
10251025 require a person who files an application, complaint, or opposition
10261026 relating to an estate, other than the personal representative of
10271027 the estate, to provide security for the probable costs of the
10281028 proceeding before filing the application, complaint, or
10291029 opposition.
10301030 (b) At any time before the trial of an application,
10311031 complaint, or opposition described by Subsection (a), anyone
10321032 interested in the estate or an officer of the court may, by written
10331033 motion, obtain from the court an order requiring the person who
10341034 filed the application, complaint, or opposition to provide security
10351035 for the probable costs of the proceeding. The rules governing civil
10361036 suits in the county court with respect to giving security for the
10371037 probable costs of a proceeding control in cases described by
10381038 Subsection (a) and this subsection.
10391039 (c) An executor or administrator appointed by a court of
10401040 this state may not be required to provide security for costs in an
10411041 action brought by the executor or administrator in the executor's
10421042 or administrator's fiduciary capacity. (Tex. Prob. Code, Secs.
10431043 12(b), (c).)
10441044 Sec. 53.053. EXEMPTION FROM PROBATE FEES FOR ESTATES OF
10451045 CERTAIN MILITARY SERVICEMEMBERS. (a) In this section, "combat
10461046 zone" means an area that the president of the United States by
10471047 executive order designates for purposes of 26 U.S.C. Section 112 as
10481048 an area in which armed forces of the United States are or have
10491049 engaged in combat.
10501050 (b) Notwithstanding any other law, the clerk of a county
10511051 court may not charge, or collect from, the estate of a decedent any
10521052 of the following fees if the decedent died while in active service
10531053 as a member of the armed forces of the United States in a combat
10541054 zone:
10551055 (1) a fee for or associated with the filing of the
10561056 decedent's will for probate; and
10571057 (2) a fee for any service rendered by the probate court
10581058 regarding the administration of the decedent's estate. (Tex. Prob.
10591059 Code, Sec. 11A.)
10601060 [Sections 53.054-53.100 reserved for expansion]
10611061 SUBCHAPTER C. PROCEDURES FOR PROBATE MATTERS
10621062 Sec. 53.101. CALLING OF DOCKETS. The judge in whose court
10631063 probate proceedings are pending, at times determined by the judge,
10641064 shall:
10651065 (1) call the estates of decedents in the estates'
10661066 regular order on both the probate and claim dockets; and
10671067 (2) issue orders as necessary. (Tex. Prob. Code, Sec.
10681068 19.)
10691069 Sec. 53.102. SETTING OF CERTAIN HEARINGS BY CLERK. (a) If
10701070 a judge is unable to designate the time and place for hearing a
10711071 probate matter pending in the judge's court because the judge is
10721072 absent from the county seat or is on vacation, disqualified, ill, or
10731073 deceased, the county clerk of the county in which the matter is
10741074 pending may:
10751075 (1) designate the time and place for hearing;
10761076 (2) enter the setting on the judge's docket; and
10771077 (3) certify on the docket the reason that the judge is
10781078 not acting to set the hearing.
10791079 (b) If, after the perfection of the service of notices and
10801080 citations required by law concerning the time and place of hearing,
10811081 a qualified judge is not present for a hearing set under Subsection
10821082 (a), the hearing is automatically continued from day to day until a
10831083 qualified judge is present to hear and determine the matter. (Tex.
10841084 Prob. Code, Sec. 20.)
10851085 Sec. 53.103. RENDERING OF DECISIONS, ORDERS, DECREES, AND
10861086 JUDGMENTS. The county court shall render all decisions, orders,
10871087 decrees, and judgments in probate matters in open court, except as
10881088 otherwise specially provided. (Tex. Prob. Code, Sec. 23 (part).)
10891089 Sec. 53.104. APPOINTMENT OF ATTORNEYS AD LITEM. (a) Except
10901090 as provided by Section 202.009(b), the judge of a probate court may
10911091 appoint an attorney ad litem in any probate proceeding to represent
10921092 the interests of:
10931093 (1) a person who has a legal disability;
10941094 (2) a nonresident;
10951095 (3) an unborn or unascertained person; or
10961096 (4) an unknown heir.
10971097 (b) An attorney ad litem appointed under this section is
10981098 entitled to reasonable compensation for services provided in the
10991099 amount set by the court, to be taxed as costs in the proceeding.
11001100 (Tex. Prob. Code, Sec. 34A.)
11011101 Sec. 53.105. SIGNING OF MINUTES. (a) Except as provided by
11021102 Subsection (b), the judge shall approve and sign the minutes on the
11031103 first day of each month.
11041104 (b) If the first day of the month falls on a Sunday, the
11051105 judge's approval must be entered on the preceding or succeeding
11061106 day. (Tex. Prob. Code, Sec. 23 (part).)
11071107 Sec. 53.106. EXECUTIONS IN PROBATE MATTERS. (a) An
11081108 execution in a probate matter must be:
11091109 (1) directed "to any sheriff or any constable within
11101110 the State of Texas";
11111111 (2) attested and signed by the clerk officially under
11121112 court seal; and
11131113 (3) made returnable in 60 days.
11141114 (b) A proceeding under an execution described by Subsection
11151115 (a) is governed, to the extent applicable, by the laws regulating a
11161116 proceeding under an execution issued by a district court.
11171117 (c) Notwithstanding Subsection (a), an execution directed
11181118 to the sheriff or a constable of a specific county in this state may
11191119 not be held defective if properly executed within that county by the
11201120 sheriff or constable to whom the execution is directed. (Tex. Prob.
11211121 Code, Sec. 25.)
11221122 CHAPTER 54. PLEADINGS AND EVIDENCE IN GENERAL
11231123 SUBCHAPTER A. PLEADINGS
11241124 Sec. 54.001. EFFECT OF FILING OR CONTESTING PLEADING
11251125 Sec. 54.002. DEFECT IN PLEADING
11261126 [Sections 54.003-54.050 reserved for expansion]
11271127 SUBCHAPTER B. EVIDENCE
11281128 Sec. 54.051. APPLICABILITY OF CERTAIN RULES RELATING
11291129 TO WITNESSES AND EVIDENCE
11301130 Sec. 54.052. USE OF CERTAIN RECORDS AS EVIDENCE
11311131 CHAPTER 54. PLEADINGS AND EVIDENCE IN GENERAL
11321132 SUBCHAPTER A. PLEADINGS
11331133 Sec. 54.001. EFFECT OF FILING OR CONTESTING PLEADING. (a)
11341134 The filing or contesting in probate court of a pleading relating to
11351135 a decedent's estate does not constitute tortious interference with
11361136 inheritance of the estate.
11371137 (b) This section does not abrogate any right of a person
11381138 under Rule 13, Texas Rules of Civil Procedure, or Chapter 10, Civil
11391139 Practice and Remedies Code. (Tex. Prob. Code, Sec. 10C.)
11401140 Sec. 54.002. DEFECT IN PLEADING. A court may not invalidate
11411141 a pleading in probate, or an order based on the pleading, on the
11421142 basis of a defect of form or substance in the pleading unless a
11431143 timely objection has been made against the defect and the defect has
11441144 been called to the attention of the court in which the proceeding
11451145 was or is pending. (Tex. Prob. Code, Sec. 9.)
11461146 [Sections 54.003-54.050 reserved for expansion]
11471147 SUBCHAPTER B. EVIDENCE
11481148 Sec. 54.051. APPLICABILITY OF CERTAIN RULES RELATING TO
11491149 WITNESSES AND EVIDENCE. Except as provided by Section 51.203, the
11501150 rules relating to witnesses and evidence that apply in the district
11511151 court apply in a proceeding arising under this title to the extent
11521152 practicable. (Tex. Prob. Code, Sec. 22 (part).)
11531153 Sec. 54.052. USE OF CERTAIN RECORDS AS EVIDENCE. The
11541154 following are admissible as evidence in any court of this state:
11551155 (1) record books described by Sections 52.001, 52.002,
11561156 and 52.003 and individual case files described by Section 52.052,
11571157 including records maintained in a manner allowed under Section
11581158 52.004; and
11591159 (2) certified copies or reproductions of the records.
11601160 (Tex. Prob. Code, Sec. 18.)
11611161 CHAPTER 55. COMPLAINTS AND CONTESTS
11621162 SUBCHAPTER A. CONTEST OF PROCEEDINGS IN PROBATE COURT
11631163 Sec. 55.001. OPPOSITION IN PROBATE PROCEEDING
11641164 Sec. 55.002. TRIAL BY JURY
11651165 [Sections 55.003-55.050 reserved for expansion]
11661166 SUBCHAPTER B. INSTITUTION OF HIGHER EDUCATION OR CHARITABLE ORGANIZATION AS PARTY TO CERTAIN ACTIONS
11671167 ORGANIZATION AS PARTY TO CERTAIN ACTIONS
11681168 Sec. 55.051. DEFINITION
11691169 Sec. 55.052. NECESSARY PARTY
11701170 Sec. 55.053. SERVICE OF PROCESS
11711171 [Sections 55.054-55.100 reserved for expansion]
11721172 SUBCHAPTER C. MENTAL CAPACITY OF DECEDENT
11731173 Sec. 55.101. ENTITLEMENT TO PRODUCTION OF
11741174 COMMUNICATIONS AND RECORDS
11751175 Sec. 55.102. RELEASE OF RECORDS
11761176 [Sections 55.103-55.150 reserved for expansion]
11771177 SUBCHAPTER D. ATTACHMENT OF ESTATE PROPERTY
11781178 Sec. 55.151. ORDER FOR ISSUANCE OF WRIT OF ATTACHMENT
11791179 Sec. 55.152. BOND
11801180 [Sections 55.153-55.200 reserved for expansion]
11811181 SUBCHAPTER E. SPECIFIC PERFORMANCE OF AGREEMENT TO TRANSFER TITLE
11821182 Sec. 55.201. COMPLAINT AND CITATION
11831183 Sec. 55.202. HEARING AND ORDER
11841184 Sec. 55.203. CONVEYANCE
11851185 [Sections 55.204-55.250 reserved for expansion]
11861186 SUBCHAPTER F. BILL OF REVIEW
11871187 Sec. 55.251. REVISION AND CORRECTION OF ORDER IN
11881188 PROBATE PROCEEDING
11891189 Sec. 55.252. INJUNCTION
11901190 CHAPTER 55. COMPLAINTS AND CONTESTS
11911191 SUBCHAPTER A. CONTEST OF PROCEEDINGS IN PROBATE COURT
11921192 Sec. 55.001. OPPOSITION IN PROBATE PROCEEDING. A person
11931193 interested in an estate may, at any time before the court decides an
11941194 issue in a proceeding, file written opposition regarding the issue.
11951195 The person is entitled to process for witnesses and evidence, and to
11961196 be heard on the opposition, as in other suits. (Tex. Prob. Code,
11971197 Sec. 10.)
11981198 Sec. 55.002. TRIAL BY JURY. In a contested probate or
11991199 mental illness proceeding in a probate court, a party is entitled to
12001200 a jury trial as in other civil actions. (Tex. Prob. Code, Sec. 21.)
12011201 [Sections 55.003-55.050 reserved for expansion]
12021202 SUBCHAPTER B. INSTITUTION OF HIGHER EDUCATION OR CHARITABLE
12031203 ORGANIZATION AS PARTY TO CERTAIN ACTIONS
12041204 Sec. 55.051. DEFINITION. In this subchapter, "institution
12051205 of higher education" has the meaning assigned by Section 61.003,
12061206 Education Code. (Tex. Prob. Code, Sec. 10A(a) (part).)
12071207 Sec. 55.052. NECESSARY PARTY. An institution of higher
12081208 education, a private institution of higher education, or a
12091209 charitable organization that is a distributee under a will is a
12101210 necessary party to a will contest or will construction suit
12111211 involving the will. (Tex. Prob. Code, Sec. 10A(a) (part).)
12121212 Sec. 55.053. SERVICE OF PROCESS. The court shall serve an
12131213 institution or organization that is a necessary party under Section
12141214 55.052 in the manner provided by this title for service on other
12151215 parties. (Tex. Prob. Code, Sec. 10A(b).)
12161216 [Sections 55.054-55.100 reserved for expansion]
12171217 SUBCHAPTER C. MENTAL CAPACITY OF DECEDENT
12181218 Sec. 55.101. ENTITLEMENT TO PRODUCTION OF COMMUNICATIONS
12191219 AND RECORDS. Notwithstanding Subtitle B, Title 3, Occupations
12201220 Code, a person who is a party to a will contest or proceeding in
12211221 which a party relies on the mental or testamentary capacity of a
12221222 decedent before the decedent's death as part of the party's claim or
12231223 defense is entitled to production of all communications or records
12241224 relevant to the decedent's condition before the decedent's death.
12251225 (Tex. Prob. Code, Sec. 10B (part).)
12261226 Sec. 55.102. RELEASE OF RECORDS. On receipt of a subpoena
12271227 for communications or records described by Section 55.101 and a
12281228 file-stamped copy of the will contest or proceeding described by
12291229 that section, the appropriate physician, hospital, medical
12301230 facility, custodian of records, or other person in possession of
12311231 the communications or records shall release the communications or
12321232 records to the requesting party without further authorization.
12331233 (Tex. Prob. Code, Sec. 10B (part).)
12341234 [Sections 55.103-55.150 reserved for expansion]
12351235 SUBCHAPTER D. ATTACHMENT OF ESTATE PROPERTY
12361236 Sec. 55.151. ORDER FOR ISSUANCE OF WRIT OF ATTACHMENT. (a)
12371237 If a person interested in an estate files with the judge a written
12381238 complaint made under oath alleging that the executor or
12391239 administrator of the estate is about to remove the estate or part of
12401240 the estate outside of the state, the judge may order a writ of
12411241 attachment to issue, directed "to any sheriff or any constable
12421242 within the State of Texas." The writ must order the sheriff or
12431243 constable to:
12441244 (1) seize the estate or a part of the estate; and
12451245 (2) hold that property subject to the judge's
12461246 additional orders regarding the complaint.
12471247 (b) Notwithstanding Subsection (a), a writ of attachment
12481248 directed to the sheriff or constable of a specific county within the
12491249 state is not defective if the writ was properly executed in that
12501250 county by that officer. (Tex. Prob. Code, Sec. 26 (part).)
12511251 Sec. 55.152. BOND. Before a writ of attachment ordered
12521252 under Section 55.151 may be issued, the complainant must execute a
12531253 bond that is:
12541254 (1) payable to the executor or administrator of the
12551255 estate;
12561256 (2) in an amount set by the judge; and
12571257 (3) conditioned for the payment of all damages and
12581258 costs that are recovered for the wrongful suing out of the writ.
12591259 (Tex. Prob. Code, Sec. 26 (part).)
12601260 [Sections 55.153-55.200 reserved for expansion]
12611261 SUBCHAPTER E. SPECIFIC PERFORMANCE OF AGREEMENT TO TRANSFER TITLE
12621262 Sec. 55.201. COMPLAINT AND CITATION. (a) If a person sold
12631263 property and entered into a bond or other written agreement to
12641264 transfer title to the property and then died without transferring
12651265 the title, the owner of the bond or agreement or the owner's legal
12661266 representative may:
12671267 (1) file a written complaint in the court of the county
12681268 in which letters testamentary or of administration on the
12691269 decedent's estate were granted; and
12701270 (2) have the personal representative of the estate
12711271 cited to appear on a date stated in the citation and show cause why
12721272 specific performance of the bond or agreement should not be
12731273 ordered.
12741274 (b) Except as provided by Subsection (c), the bond or
12751275 agreement must be filed with the complaint described by Subsection
12761276 (a).
12771277 (c) If good cause under oath is shown why the bond or written
12781278 agreement cannot be filed with the complaint, the bond or agreement
12791279 or the substance of the bond or agreement must be stated in the
12801280 complaint. (Tex. Prob. Code, Sec. 27 (part).)
12811281 Sec. 55.202. HEARING AND ORDER. (a) After service of the
12821282 citation under Section 55.201, the court shall hear the complaint
12831283 and the evidence on the complaint.
12841284 (b) The court shall order the personal representative to
12851285 transfer title to the property, according to the tenor of the bond
12861286 or agreement, to the complainant if the judge is satisfied from the
12871287 proof that:
12881288 (1) the bond or agreement was legally executed by the
12891289 decedent; and
12901290 (2) the complainant has a right to demand specific
12911291 performance.
12921292 (c) The order must fully describe the property to be
12931293 transferred. (Tex. Prob. Code, Sec. 27 (part).)
12941294 Sec. 55.203. CONVEYANCE. (a) A conveyance made under this
12951295 subchapter must refer to and identify the court order authorizing
12961296 the conveyance. On delivery of the conveyance, all the right and
12971297 title to the property conveyed that the decedent had vests in the
12981298 person to whom the conveyance is made.
12991299 (b) A conveyance under this subchapter is prima facie
13001300 evidence that all requirements of the law for obtaining the
13011301 conveyance have been complied with. (Tex. Prob. Code, Sec. 27
13021302 (part).)
13031303 [Sections 55.204-55.250 reserved for expansion]
13041304 SUBCHAPTER F. BILL OF REVIEW
13051305 Sec. 55.251. REVISION AND CORRECTION OF ORDER IN PROBATE
13061306 PROCEEDING. (a) An interested person may, by a bill of review
13071307 filed in the court in which the probate proceedings were held, have
13081308 an order rendered by the court revised and corrected on a showing of
13091309 error in the order.
13101310 (b) A bill of review to revise and correct an order may not
13111311 be filed more than two years after the date of the order. (Tex.
13121312 Prob. Code, Sec. 31 (part).)
13131313 Sec. 55.252. INJUNCTION. A process or action under a court
13141314 order subject to a bill of review filed under Section 55.251 may be
13151315 stayed only by writ of injunction. (Tex. Prob. Code, Sec. 31
13161316 (part).)
13171317 CHAPTER 56. CHANGE AND RESIGNATION OF RESIDENT AGENT OF PERSONAL REPRESENTATIVE FOR SERVICE OF PROCESS
13181318 REPRESENTATIVE FOR SERVICE OF PROCESS
13191319 Sec. 56.001. CHANGE OF RESIDENT AGENT
13201320 Sec. 56.002. RESIGNATION OF RESIDENT AGENT
13211321 CHAPTER 56. CHANGE AND RESIGNATION OF RESIDENT AGENT OF PERSONAL
13221322 REPRESENTATIVE FOR SERVICE OF PROCESS
13231323 Sec. 56.001. CHANGE OF RESIDENT AGENT. (a) A personal
13241324 representative of an estate may change the representative's
13251325 resident agent to accept service of process in a probate proceeding
13261326 or other action relating to the estate by filing with the court in
13271327 which the probate proceeding is pending a statement titled
13281328 "Designation of Successor Resident Agent" that states the names and
13291329 addresses of:
13301330 (1) the representative;
13311331 (2) the resident agent; and
13321332 (3) the successor resident agent.
13331333 (b) The designation of a successor resident agent takes
13341334 effect on the date a statement under Subsection (a) is filed with
13351335 the court. (Tex. Prob. Code, Sec. 221A.)
13361336 Sec. 56.002. RESIGNATION OF RESIDENT AGENT. (a) A resident
13371337 agent of a personal representative may resign as resident agent by
13381338 giving notice to the representative and filing with the court in
13391339 which the probate proceeding is pending a statement titled
13401340 "Resignation of Resident Agent" that states:
13411341 (1) the name of the representative;
13421342 (2) the representative's address most recently known
13431343 by the resident agent;
13441344 (3) that notice of the resignation has been given to
13451345 the representative and the date that notice was given; and
13461346 (4) that the representative has not designated a
13471347 successor resident agent.
13481348 (b) The resident agent shall send, by certified mail, return
13491349 receipt requested, a copy of a resignation statement filed under
13501350 Subsection (a) to:
13511351 (1) the personal representative at the address most
13521352 recently known by the resident agent; and
13531353 (2) each party in the case or the party's attorney or
13541354 other designated representative of record.
13551355 (c) The resignation of a resident agent takes effect on the
13561356 date the court enters an order accepting the resignation. A court
13571357 may not enter an order accepting the resignation unless the
13581358 resident agent complies with this section. (Tex. Prob. Code, Sec.
13591359 221B.)
13601360 [Chapters 57-100 reserved for expansion]
13611361 SUBTITLE C. PASSAGE OF TITLE AND DISTRIBUTION OF DECEDENTS'
13621362 PROPERTY IN GENERAL
13631363 CHAPTER 101. ESTATE ASSETS IN GENERAL
13641364 SUBCHAPTER A. PASSAGE AND POSSESSION OF DECEDENT'S ESTATE ON DEATH
13651365 Sec. 101.001. PASSAGE OF ESTATE ON DECEDENT'S DEATH
13661366 Sec. 101.002. EFFECT OF JOINT OWNERSHIP OF PROPERTY
13671367 Sec. 101.003. POSSESSION OF ESTATE BY PERSONAL
13681368 REPRESENTATIVE
13691369 [Sections 101.004-101.050 reserved for expansion]
13701370 SUBCHAPTER B. LIABILITY OF ESTATE FOR DEBTS
13711371 Sec. 101.051. LIABILITY OF ESTATE FOR DEBTS IN GENERAL
13721372 Sec. 101.052. LIABILITY OF COMMUNITY PROPERTY FOR
13731373 DEBTS OF DECEASED SPOUSE
13741374 CHAPTER 101. ESTATE ASSETS IN GENERAL
13751375 SUBCHAPTER A. PASSAGE AND POSSESSION OF DECEDENT'S ESTATE ON DEATH
13761376 Sec. 101.001. PASSAGE OF ESTATE ON DECEDENT'S DEATH. (a)
13771377 Subject to Section 101.051, if a person dies leaving a lawful will:
13781378 (1) all of the person's estate that is devised by the
13791379 will vests immediately in the devisees;
13801380 (2) all powers of appointment granted in the will vest
13811381 immediately in the donees of those powers; and
13821382 (3) all of the person's estate that is not devised by
13831383 the will vests immediately in the person's heirs at law.
13841384 (b) Subject to Section 101.051, the estate of a person who
13851385 dies intestate vests immediately in the person's heirs at law.
13861386 (Tex. Prob. Code, Sec. 37 (part).)
13871387 Sec. 101.002. EFFECT OF JOINT OWNERSHIP OF PROPERTY. If two
13881388 or more persons hold an interest in property jointly and one joint
13891389 owner dies before severance, the interest of the decedent in the
13901390 joint estate:
13911391 (1) does not survive to the remaining joint owner or
13921392 owners; and
13931393 (2) passes by will or intestacy from the decedent as if
13941394 the decedent's interest had been severed. (Tex. Prob. Code, Sec.
13951395 46(a) (part).)
13961396 Sec. 101.003. POSSESSION OF ESTATE BY PERSONAL
13971397 REPRESENTATIVE. On the issuance of letters testamentary or of
13981398 administration on an estate described by Section 101.001, the
13991399 executor or administrator has the right to possession of the estate
14001400 as the estate existed at the death of the testator or intestate,
14011401 subject to the exceptions provided by Section 101.051. The
14021402 executor or administrator shall recover possession of the estate
14031403 and hold the estate in trust to be disposed of in accordance with
14041404 the law. (Tex. Prob. Code, Sec. 37 (part).)
14051405 [Sections 101.004-101.050 reserved for expansion]
14061406 SUBCHAPTER B. LIABILITY OF ESTATE FOR DEBTS
14071407 Sec. 101.051. LIABILITY OF ESTATE FOR DEBTS IN GENERAL. (a)
14081408 A decedent's estate vests in accordance with Section 101.001(a)
14091409 subject to the payment of:
14101410 (1) the debts of the decedent, except as exempted by
14111411 law; and
14121412 (2) any court-ordered child support payments that are
14131413 delinquent on the date of the decedent's death.
14141414 (b) A decedent's estate vests in accordance with Section
14151415 101.001(b) subject to the payment of, and is still liable for:
14161416 (1) the debts of the decedent, except as exempted by
14171417 law; and
14181418 (2) any court-ordered child support payments that are
14191419 delinquent on the date of the decedent's death. (Tex. Prob. Code,
14201420 Sec. 37 (part).)
14211421 Sec. 101.052. LIABILITY OF COMMUNITY PROPERTY FOR DEBTS OF
14221422 DECEASED SPOUSE. (a) The community property subject to the sole or
14231423 joint management, control, and disposition of a spouse during
14241424 marriage continues to be subject to the liabilities of that spouse
14251425 on death.
14261426 (b) The interest that the deceased spouse owned in any other
14271427 nonexempt community property passes to the deceased spouse's heirs
14281428 or devisees charged with the debts that were enforceable against
14291429 the deceased spouse before death.
14301430 (c) This section does not prohibit the administration of
14311431 community property under other provisions of this title relating to
14321432 the administration of an estate. (Tex. Prob. Code, Secs. 155
14331433 (part), 156 (part).)
14341434 CHAPTER 102. PROBATE ASSETS: DECEDENT'S HOMESTEAD
14351435 Sec. 102.001. TREATMENT OF CERTAIN CHILDREN
14361436 Sec. 102.002. HOMESTEAD RIGHTS NOT AFFECTED BY
14371437 CHARACTER OF THE HOMESTEAD
14381438 Sec. 102.003. PASSAGE OF HOMESTEAD
14391439 Sec. 102.004. LIABILITY OF HOMESTEAD FOR DEBTS
14401440 Sec. 102.005. PROHIBITIONS ON PARTITION OF HOMESTEAD
14411441 Sec. 102.006. CIRCUMSTANCES UNDER WHICH PARTITION OF
14421442 HOMESTEAD IS AUTHORIZED
14431443 CHAPTER 102. PROBATE ASSETS: DECEDENT'S HOMESTEAD
14441444 Sec. 102.001. TREATMENT OF CERTAIN CHILDREN. For purposes
14451445 of determining homestead rights, a child is a child of his or her
14461446 mother and a child of his or her father, as provided by Sections
14471447 201.051, 201.052, and 201.053. (Tex. Prob. Code, Sec. 42(c)
14481448 (part).)
14491449 Sec. 102.002. HOMESTEAD RIGHTS NOT AFFECTED BY CHARACTER OF
14501450 THE HOMESTEAD. The homestead rights and the respective interests
14511451 of the surviving spouse and children of a decedent are the same
14521452 whether the homestead was the decedent's separate property or was
14531453 community property between the surviving spouse and the decedent.
14541454 (Tex. Prob. Code, Sec. 282.)
14551455 Sec. 102.003. PASSAGE OF HOMESTEAD. The homestead of a
14561456 decedent who dies leaving a surviving spouse descends and vests on
14571457 the decedent's death in the same manner as other real property of
14581458 the decedent and is governed by the same laws of descent and
14591459 distribution. (Tex. Prob. Code, Sec. 283.)
14601460 Sec. 102.004. LIABILITY OF HOMESTEAD FOR DEBTS. The
14611461 homestead is not liable for the payment of any of the debts of the
14621462 estate, other than:
14631463 (1) purchase money for the homestead;
14641464 (2) taxes due on the homestead;
14651465 (3) work and material used in constructing
14661466 improvements on the homestead if the requirements of Section
14671467 50(a)(5), Article XVI, Texas Constitution, are met;
14681468 (4) an owelty of partition imposed against the
14691469 entirety of the property by a court order or written agreement of
14701470 the parties to the partition, including a debt of one spouse in
14711471 favor of the other spouse resulting from a division or an award of a
14721472 family homestead in a divorce proceeding;
14731473 (5) the refinance of a lien against the homestead,
14741474 including a federal tax lien resulting from the tax debt of both
14751475 spouses, if the homestead is a family homestead, or from the tax
14761476 debt of the decedent;
14771477 (6) an extension of credit on the homestead if the
14781478 requirements of Section 50(a)(6), Article XVI, Texas Constitution,
14791479 are met; or
14801480 (7) a reverse mortgage. (Tex. Prob. Code, Sec. 270.)
14811481 Sec. 102.005. PROHIBITIONS ON PARTITION OF HOMESTEAD. The
14821482 homestead may not be partitioned among the decedent's heirs:
14831483 (1) during the lifetime of the surviving spouse for as
14841484 long as the surviving spouse elects to use or occupy the property as
14851485 a homestead; or
14861486 (2) during the period the guardian of the decedent's
14871487 minor children is permitted to use and occupy the homestead under a
14881488 court order. (Tex. Prob. Code, Sec. 284.)
14891489 Sec. 102.006. CIRCUMSTANCES UNDER WHICH PARTITION OF
14901490 HOMESTEAD IS AUTHORIZED. The homestead may be partitioned among
14911491 the respective owners of the property in the same manner as other
14921492 property held in common if:
14931493 (1) the surviving spouse dies, sells his or her
14941494 interest in the homestead, or elects to no longer use or occupy the
14951495 property as a homestead; or
14961496 (2) the court no longer permits the guardian of the
14971497 minor children to use and occupy the property as a homestead. (Tex.
14981498 Prob. Code, Sec. 285.)
14991499 [Chapters 103-110 reserved for expansion]
15001500 CHAPTER 111. NONPROBATE ASSETS IN GENERAL
15011501 SUBCHAPTER A. RIGHT OF SURVIVORSHIP AGREEMENTS
15021502 BETWEEN JOINT TENANTS
15031503 Sec. 111.001. RIGHT OF SURVIVORSHIP AGREEMENTS
15041504 AUTHORIZED
15051505 Sec. 111.002. AGREEMENTS CONCERNING COMMUNITY PROPERTY
15061506 [Sections 111.003-111.050 reserved for expansion]
15071507 SUBCHAPTER B. OTHER PROVISIONS FOR PAYMENT OR TRANSFER
15081508 OF CERTAIN ASSETS ON DEATH
15091509 Sec. 111.051. DEFINITIONS
15101510 Sec. 111.052. VALIDITY OF CERTAIN NONTESTAMENTARY
15111511 INSTRUMENTS AND PROVISIONS
15121512 Sec. 111.053. CREDITOR'S RIGHTS NOT LIMITED
15131513 CHAPTER 111. NONPROBATE ASSETS IN GENERAL
15141514 SUBCHAPTER A. RIGHT OF SURVIVORSHIP AGREEMENTS
15151515 BETWEEN JOINT TENANTS
15161516 Sec. 111.001. RIGHT OF SURVIVORSHIP AGREEMENTS AUTHORIZED.
15171517 (a) Notwithstanding Section 101.002, two or more persons who hold
15181518 an interest in property jointly may agree in writing that the
15191519 interest of a joint owner who dies survives to the surviving joint
15201520 owner or owners.
15211521 (b) An agreement described by Subsection (a) may not be
15221522 inferred from the mere fact that property is held in joint
15231523 ownership. (Tex. Prob. Code, Sec. 46(a) (part).)
15241524 Sec. 111.002. AGREEMENTS CONCERNING COMMUNITY PROPERTY.
15251525 (a) Section 111.001 does not apply to an agreement between spouses
15261526 regarding the spouses' community property.
15271527 (b) An agreement between spouses regarding a right of
15281528 survivorship in community property is governed by Chapter 112.
15291529 (Tex. Prob. Code, Sec. 46(b).)
15301530 [Sections 111.003-111.050 reserved for expansion]
15311531 SUBCHAPTER B. OTHER PROVISIONS FOR PAYMENT OR TRANSFER
15321532 OF CERTAIN ASSETS ON DEATH
15331533 Sec. 111.051. DEFINITIONS. In this subchapter:
15341534 (1) "Employees' trust" means:
15351535 (A) a trust that forms a part of a stock-bonus,
15361536 pension, or profit-sharing plan under Section 401, Internal Revenue
15371537 Code of 1954 (26 U.S.C. Section 401 (1986));
15381538 (B) a pension trust under Chapter 111, Property
15391539 Code; and
15401540 (C) an employer-sponsored benefit plan or
15411541 program, or any other retirement savings arrangement, including a
15421542 pension plan created under Section 3, Employee Retirement Income
15431543 Security Act of 1974 (29 U.S.C. Section 1002 (1986)), regardless of
15441544 whether the plan, program, or arrangement is funded through a
15451545 trust.
15461546 (2) "Financial institution" has the meaning assigned
15471547 by Section 113.001.
15481548 (3) "Individual retirement account" means a trust,
15491549 custodial arrangement, or annuity under Section 408(a) or (b),
15501550 Internal Revenue Code of 1954 (26 U.S.C. Section 408 (1986)).
15511551 (4) "Retirement account" means a retirement-annuity
15521552 contract, an individual retirement account, a simplified employee
15531553 pension, or any other retirement savings arrangement.
15541554 (5) "Retirement-annuity contract" means an annuity
15551555 contract under Section 403, Internal Revenue Code of 1954 (26
15561556 U.S.C. Section 403 (1986)).
15571557 (6) "Simplified employee pension" means a trust,
15581558 custodial arrangement, or annuity under Section 408, Internal
15591559 Revenue Code of 1954 (26 U.S.C. Section 408 (1986)). (Tex. Prob.
15601560 Code, Secs. 450(a) (part), (c).)
15611561 Sec. 111.052. VALIDITY OF CERTAIN NONTESTAMENTARY
15621562 INSTRUMENTS AND PROVISIONS. (a) This code does not invalidate:
15631563 (1) any provision in an insurance policy, employment
15641564 contract, bond, mortgage, promissory note, deposit agreement,
15651565 employees' trust, retirement account, deferred compensation
15661566 arrangement, custodial agreement, pension plan, trust agreement,
15671567 conveyance of property, security, account with a financial
15681568 institution, mutual fund account, or any other written instrument
15691569 effective as a contract, gift, conveyance, or trust, stating that:
15701570 (A) money or other benefits under the instrument
15711571 due to or controlled or owned by a decedent shall be paid after the
15721572 decedent's death, or property that is the subject of the instrument
15731573 shall pass, to a person designated by the decedent in the instrument
15741574 or in a separate writing, including a will, executed at the same
15751575 time as the instrument or subsequently; or
15761576 (B) money due or to become due under the
15771577 instrument shall cease to be payable if the promisee or promissor
15781578 dies before payment or demand; or
15791579 (2) an instrument described by Subdivision (1).
15801580 (b) A provision described by Subsection (a)(1) is
15811581 considered nontestamentary. (Tex. Prob. Code, Sec. 450(a) (part).)
15821582 Sec. 111.053. CREDITOR'S RIGHTS NOT LIMITED. Nothing in
15831583 this subchapter limits the rights of a creditor under another law of
15841584 this state. (Tex. Prob. Code, Sec. 450(b).)
15851585 CHAPTER 112. COMMUNITY PROPERTY WITH RIGHT OF SURVIVORSHIP
15861586 SUBCHAPTER A. GENERAL PROVISIONS
15871587 Sec. 112.001. DEFINITION OF COMMUNITY PROPERTY
15881588 SURVIVORSHIP AGREEMENT
15891589 Sec. 112.002. APPLICABILITY OF OTHER LAW TO COMMUNITY
15901590 ACCOUNTS
15911591 [Sections 112.003-112.050 reserved for expansion]
15921592 SUBCHAPTER B. COMMUNITY PROPERTY SURVIVORSHIP AGREEMENTS
15931593 Sec. 112.051. AGREEMENT FOR RIGHT OF SURVIVORSHIP IN
15941594 COMMUNITY PROPERTY
15951595 Sec. 112.052. FORM OF AGREEMENT
15961596 Sec. 112.053. ADJUDICATION NOT REQUIRED
15971597 Sec. 112.054. REVOCATION OF AGREEMENT
15981598 [Sections 112.055-112.100 reserved for expansion]
15991599 SUBCHAPTER C. ADJUDICATION TO PROVE COMMUNITY PROPERTY SURVIVORSHIP AGREEMENT
16001600 SURVIVORSHIP AGREEMENT
16011601 Sec. 112.101. APPLICATION AUTHORIZED
16021602 Sec. 112.102. PROOF REQUIRED BY COURT
16031603 Sec. 112.103. METHOD OF PROOF OF SIGNATURES
16041604 Sec. 112.104. COURT ACTION; ISSUANCE OF ORDER
16051605 Sec. 112.105. EFFECT OF ORDER
16061606 Sec. 112.106. CUSTODY OF ADJUDICATED AGREEMENT
16071607 [Sections 112.107-112.150 reserved for expansion]
16081608 SUBCHAPTER D. OWNERSHIP AND TRANSFER OF COMMUNITY PROPERTY SUBJECT TO AGREEMENT
16091609 TO AGREEMENT
16101610 Sec. 112.151. OWNERSHIP OF PROPERTY DURING MARRIAGE;
16111611 MANAGEMENT RIGHTS
16121612 Sec. 112.152. NONTESTAMENTARY NATURE OF TRANSFERS
16131613 UNDER AGREEMENT
16141614 [Sections 112.153-112.200 reserved for expansion]
16151615 SUBCHAPTER E. THIRD PARTIES DEALING WITH COMMUNITY PROPERTY SUBJECT TO RIGHT OF SURVIVORSHIP
16161616 SUBJECT TO RIGHT OF SURVIVORSHIP
16171617 Sec. 112.201. DEFINITION OF CERTIFIED COPY
16181618 Sec. 112.202. ACTUAL KNOWLEDGE OR NOTICE OF AGREEMENT
16191619 Sec. 112.203. PERSONAL REPRESENTATIVE WITHOUT ACTUAL
16201620 KNOWLEDGE OF AGREEMENT
16211621 Sec. 112.204. THIRD-PARTY PURCHASER WITHOUT NOTICE OF
16221622 AGREEMENT
16231623 Sec. 112.205. DEBTORS AND OTHER PERSONS WITHOUT NOTICE
16241624 OF AGREEMENT
16251625 Sec. 112.206. THIRD-PARTY PURCHASER WITHOUT NOTICE OF
16261626 REVOCATION OF AGREEMENT
16271627 Sec. 112.207. DEBTORS AND OTHER PERSONS WITHOUT NOTICE
16281628 OF REVOCATION OF AGREEMENT
16291629 Sec. 112.208. RIGHTS OF SURVIVING SPOUSE AGAINST
16301630 CREDITORS
16311631 [Sections 112.209-112.250 reserved for expansion]
16321632 SUBCHAPTER F. RIGHTS OF CREDITORS
16331633 Sec. 112.251. MULTIPLE-PARTY ACCOUNTS
16341634 Sec. 112.252. LIABILITIES OF DECEASED SPOUSE NOT
16351635 AFFECTED BY RIGHT OF SURVIVORSHIP
16361636 Sec. 112.253. RIGHTS OF DECEASED SPOUSE'S CREDITORS IN
16371637 RELATION TO THIRD PARTIES
16381638 CHAPTER 112. COMMUNITY PROPERTY WITH RIGHT OF SURVIVORSHIP
16391639 SUBCHAPTER A. GENERAL PROVISIONS
16401640 Sec. 112.001. DEFINITION OF COMMUNITY PROPERTY
16411641 SURVIVORSHIP AGREEMENT. In this chapter, "community property
16421642 survivorship agreement" means an agreement between spouses
16431643 creating a right of survivorship in community property. (New.)
16441644 Sec. 112.002. APPLICABILITY OF OTHER LAW TO COMMUNITY
16451645 PROPERTY HELD IN MULTIPLE-PARTY ACCOUNTS. Chapter 113 applies to
16461646 multiple-party accounts held by spouses with a right of
16471647 survivorship to the extent that chapter is not inconsistent with
16481648 this chapter. (Tex. Prob. Code, Sec. 462.)
16491649 [Sections 112.003-112.050 reserved for expansion]
16501650 SUBCHAPTER B. COMMUNITY PROPERTY SURVIVORSHIP AGREEMENTS
16511651 Sec. 112.051. AGREEMENT FOR RIGHT OF SURVIVORSHIP IN
16521652 COMMUNITY PROPERTY. At any time, spouses may agree between
16531653 themselves that all or part of their community property, then
16541654 existing or to be acquired, becomes the property of the surviving
16551655 spouse on the death of a spouse. (Tex. Prob. Code, Sec. 451.)
16561656 Sec. 112.052. FORM OF AGREEMENT. (a) A community property
16571657 survivorship agreement must be in writing and signed by both
16581658 spouses.
16591659 (b) A written agreement signed by both spouses is sufficient
16601660 to create a right of survivorship in the community property
16611661 described in the agreement if the agreement includes any of the
16621662 following phrases:
16631663 (1) "with right of survivorship";
16641664 (2) "will become the property of the survivor";
16651665 (3) "will vest in and belong to the surviving spouse";
16661666 or
16671667 (4) "shall pass to the surviving spouse."
16681668 (c) Notwithstanding Subsection (b), a community property
16691669 survivorship agreement that otherwise meets the requirements of
16701670 this chapter is effective without including any of the phrases
16711671 listed in that subsection. (Tex. Prob. Code, Sec. 452.)
16721672 Sec. 112.053. ADJUDICATION NOT REQUIRED. A community
16731673 property survivorship agreement that satisfies the requirements of
16741674 this chapter is effective and enforceable without an adjudication.
16751675 (Tex. Prob. Code, Secs. 456(a) (part), 458 (part).)
16761676 Sec. 112.054. REVOCATION OF AGREEMENT. (a) A community
16771677 property survivorship agreement made in accordance with this
16781678 chapter may be revoked as provided by the terms of the agreement.
16791679 (b) If a community property survivorship agreement does not
16801680 provide a method of revocation, the agreement may be revoked by a
16811681 written instrument:
16821682 (1) signed by both spouses; or
16831683 (2) signed by one spouse and delivered to the other
16841684 spouse.
16851685 (c) A community property survivorship agreement may be
16861686 revoked with respect to specific property subject to the agreement
16871687 by the disposition of the property by one or both spouses if the
16881688 disposition is not inconsistent with specific terms of the
16891689 agreement and applicable law. (Tex. Prob. Code, Sec. 455.)
16901690 [Sections 112.055-112.100 reserved for expansion]
16911691 SUBCHAPTER C. ADJUDICATION TO PROVE COMMUNITY PROPERTY
16921692 SURVIVORSHIP AGREEMENT
16931693 Sec. 112.101. APPLICATION AUTHORIZED. (a) Notwithstanding
16941694 Section 112.053, after the death of a spouse, the surviving spouse
16951695 or the surviving spouse's personal representative may apply to the
16961696 court for an order stating that a community property survivorship
16971697 agreement satisfies the requirements of this chapter and is
16981698 effective to create a right of survivorship in community property.
16991699 (b) An application under this section must include:
17001700 (1) the surviving spouse's name and domicile;
17011701 (2) the deceased spouse's name and former domicile;
17021702 (3) the fact, time, and place of the deceased spouse's
17031703 death;
17041704 (4) facts establishing venue in the court; and
17051705 (5) the deceased spouse's social security number, if
17061706 known.
17071707 (c) An application under this section must be filed in the
17081708 county of proper venue for administration of the deceased spouse's
17091709 estate.
17101710 (d) The original community property survivorship agreement
17111711 shall be filed with an application under this section. (Tex. Prob.
17121712 Code, Secs. 456(a) (part), (d).)
17131713 Sec. 112.102. PROOF REQUIRED BY COURT. An applicant for an
17141714 order under Section 112.101 must prove to the court's satisfaction
17151715 that:
17161716 (1) the spouse whose community property interest is at
17171717 issue is deceased;
17181718 (2) the court has jurisdiction and venue;
17191719 (3) the agreement was executed with the formalities
17201720 required by law;
17211721 (4) the agreement was not revoked; and
17221722 (5) citation has been served and returned in the
17231723 manner and for the length of time required by this title. (Tex.
17241724 Prob. Code, Sec. 456(b).)
17251725 Sec. 112.103. METHOD OF PROOF OF SIGNATURES. (a) The
17261726 deceased spouse's signature to an agreement that is the subject of
17271727 an application under Section 112.101 may be proved by:
17281728 (1) the sworn testimony of one witness taken in open
17291729 court;
17301730 (2) the affidavit of one witness; or
17311731 (3) the written or oral deposition of one witness
17321732 taken in the same manner and under the same rules as depositions in
17331733 other civil actions.
17341734 (b) If the surviving spouse is competent to make an oath,
17351735 the surviving spouse's signature to the agreement may be proved by:
17361736 (1) the sworn testimony of the surviving spouse taken
17371737 in open court;
17381738 (2) the surviving spouse's affidavit; or
17391739 (3) the written or oral deposition of the surviving
17401740 spouse taken in the same manner and under the same rules as
17411741 depositions in other civil actions.
17421742 (c) If the surviving spouse is not competent to make an
17431743 oath, the surviving spouse's signature to the agreement may be
17441744 proved in the manner provided by Subsection (a) for proof of the
17451745 deceased spouse's signature. (Tex. Prob. Code, Sec. 456(c).)
17461746 Sec. 112.104. COURT ACTION; ISSUANCE OF ORDER. (a) On
17471747 completion of a hearing on an application under Section 112.101, if
17481748 the court is satisfied that the requisite proof has been made, the
17491749 court shall enter an order adjudging the agreement valid.
17501750 (b) Certified copies of the agreement and order may be:
17511751 (1) recorded in other counties; and
17521752 (2) used in evidence, as the original agreement might
17531753 be, on the trial of the same matter in any other court, on appeal or
17541754 otherwise. (Tex. Prob. Code, Sec. 457.)
17551755 Sec. 112.105. EFFECT OF ORDER. (a) An order under this
17561756 subchapter adjudging a community property survivorship agreement
17571757 valid constitutes sufficient authority to a person who:
17581758 (1) owes money, has custody of any property, or acts as
17591759 registrar or transfer agent of any evidence of interest,
17601760 indebtedness, property, or right that is subject to the terms of the
17611761 agreement; or
17621762 (2) purchases from or otherwise deals with the
17631763 surviving spouse for payment or transfer to the surviving spouse.
17641764 (b) The surviving spouse may enforce that spouse's right to
17651765 a payment or transfer from a person described by Subsection (a)(2).
17661766 (Tex. Prob. Code, Sec. 458 (part).)
17671767 Sec. 112.106. CUSTODY OF ADJUDICATED AGREEMENT. (a) An
17681768 original community property survivorship agreement adjudicated
17691769 under this subchapter, together with the order adjudging the
17701770 agreement valid, shall be deposited in the office of the county
17711771 clerk of the county in which the agreement was adjudicated and must
17721772 remain at that office, except during a period when the agreement is
17731773 moved to another location for inspection on order of the court in
17741774 which the agreement was adjudicated.
17751775 (b) If the court orders an original community property
17761776 survivorship agreement adjudicated under this subchapter to be
17771777 moved to another location for inspection, the person moving the
17781778 original agreement shall give a receipt for the agreement and the
17791779 court clerk shall make and retain a copy of the original agreement.
17801780 (Tex. Prob. Code, Sec. 459.)
17811781 [Sections 112.107-112.150 reserved for expansion]
17821782 SUBCHAPTER D. OWNERSHIP AND TRANSFER OF COMMUNITY PROPERTY SUBJECT
17831783 TO AGREEMENT
17841784 Sec. 112.151. OWNERSHIP OF PROPERTY DURING MARRIAGE;
17851785 MANAGEMENT RIGHTS. (a) Property subject to a community property
17861786 survivorship agreement remains community property during the
17871787 marriage of the spouses.
17881788 (b) Unless the agreement provides otherwise, a community
17891789 property survivorship agreement does not affect the rights of the
17901790 spouses concerning the management, control, and disposition of
17911791 property subject to the agreement. (Tex. Prob. Code, Sec. 453.)
17921792 Sec. 112.152. NONTESTAMENTARY NATURE OF TRANSFERS UNDER
17931793 AGREEMENT. (a) Transfers at death resulting from community
17941794 property survivorship agreements made in accordance with this
17951795 chapter are effective by reason of the agreements involved and are
17961796 not testamentary transfers.
17971797 (b) Except as expressly provided otherwise by this title,
17981798 transfers described by Subsection (a) are not subject to the
17991799 provisions of this title applicable to testamentary transfers.
18001800 (Tex. Prob. Code, Sec. 454.)
18011801 [Sections 112.153-112.200 reserved for expansion]
18021802 SUBCHAPTER E. THIRD PARTIES DEALING WITH COMMUNITY PROPERTY
18031803 SUBJECT TO RIGHT OF SURVIVORSHIP
18041804 Sec. 112.201. DEFINITION OF CERTIFIED COPY. In this
18051805 subchapter, a "certified copy" means a copy of an official record or
18061806 document that is:
18071807 (1) authorized by law to be recorded or filed and
18081808 actually recorded or filed in a public office; and
18091809 (2) certified as correct in accordance with Rule 902,
18101810 Texas Rules of Evidence. (Tex. Prob. Code, Sec. 460(f) (part).)
18111811 Sec. 112.202. ACTUAL KNOWLEDGE OR NOTICE OF AGREEMENT. (a)
18121812 In this subchapter, a person or entity has "actual knowledge" of a
18131813 community property survivorship agreement or the revocation of a
18141814 community property survivorship agreement only if the person or
18151815 entity has received:
18161816 (1) written notice of the agreement or revocation; or
18171817 (2) the original or a certified copy of the agreement
18181818 or revoking instrument.
18191819 (b) In this subchapter, a person or entity has "notice" of a
18201820 community property survivorship agreement or the revocation of a
18211821 community property survivorship agreement if:
18221822 (1) the person or entity has actual knowledge of the
18231823 agreement or revocation; or
18241824 (2) with respect to real property, the agreement or
18251825 revoking instrument is properly recorded in the county in which the
18261826 real property is located. (Tex. Prob. Code, Sec. 460(f) (part).)
18271827 Sec. 112.203. PERSONAL REPRESENTATIVE WITHOUT ACTUAL
18281828 KNOWLEDGE OF AGREEMENT. If the personal representative of a
18291829 deceased spouse's estate has no actual knowledge of the existence
18301830 of an agreement creating a right of survivorship in community
18311831 property in the surviving spouse, the personal representative is
18321832 not liable to the surviving spouse or any person claiming from the
18331833 surviving spouse for selling, exchanging, distributing, or
18341834 otherwise disposing of the property. (Tex. Prob. Code, Sec.
18351835 460(a).)
18361836 Sec. 112.204. THIRD-PARTY PURCHASER WITHOUT NOTICE OF
18371837 AGREEMENT. (a) This section applies only to a person or entity who
18381838 for value purchases property:
18391839 (1) from a person claiming from a deceased spouse more
18401840 than six months after the date of the deceased spouse's death or
18411841 from the personal representative of the deceased spouse's estate;
18421842 and
18431843 (2) without notice of the existence of an agreement
18441844 creating a right of survivorship in the property in the surviving
18451845 spouse.
18461846 (b) A purchaser of property from a person claiming from the
18471847 deceased spouse has good title to the interest in the property that
18481848 the person would have had in the absence of the agreement described
18491849 by Subsection (a)(2), as against the claims of the surviving spouse
18501850 or any person claiming from the surviving spouse.
18511851 (c) A purchaser of property from the personal
18521852 representative of the deceased spouse's estate has good title to
18531853 the interest in the property that the personal representative would
18541854 have had authority to convey in the absence of the agreement
18551855 described by Subsection (a)(2), as against the claims of the
18561856 surviving spouse or any person claiming from the surviving spouse.
18571857 (Tex. Prob. Code, Sec. 460(b).)
18581858 Sec. 112.205. DEBTORS AND OTHER PERSONS WITHOUT NOTICE OF
18591859 AGREEMENT. (a) This section applies only to a person or entity
18601860 who:
18611861 (1) owes money to a deceased spouse; or
18621862 (2) has custody of property or acts as registrar or
18631863 transfer agent of any evidence of interest, indebtedness, property,
18641864 or right owned by a deceased spouse before that spouse's death.
18651865 (b) A person or entity with no actual knowledge of the
18661866 existence of an agreement creating a right of survivorship in
18671867 property described by Subsection (a) in the surviving spouse may
18681868 pay or transfer that property to the personal representative of the
18691869 deceased spouse's estate or, if no administration of the deceased
18701870 spouse's estate is pending, to the heirs or devisees of the estate
18711871 and shall be discharged from all claims for those amounts or
18721872 property paid or transferred. (Tex. Prob. Code, Sec. 460(d).)
18731873 Sec. 112.206. THIRD-PARTY PURCHASER WITHOUT NOTICE OF
18741874 REVOCATION OF AGREEMENT. (a) This section applies only to a person
18751875 or entity who for value purchases property from a surviving spouse
18761876 more than six months after the date of the deceased spouse's death
18771877 and:
18781878 (1) with respect to personal property:
18791879 (A) the purchaser has received an original or
18801880 certified copy of an agreement purporting to create a right of
18811881 survivorship in the personal property in the surviving spouse,
18821882 purportedly signed by both spouses; and
18831883 (B) the purchaser has no notice of the revocation
18841884 of the agreement; or
18851885 (2) with respect to real property:
18861886 (A) the purchaser has received an original or
18871887 certified copy of an agreement purporting to create a right of
18881888 survivorship in the real property in the surviving spouse,
18891889 purportedly signed by both spouses or such an agreement is properly
18901890 recorded in a county in which any part of the real property is
18911891 located; and
18921892 (B) the purchaser has no notice of the revocation
18931893 of the agreement.
18941894 (b) A purchaser has good title to the interest in the
18951895 property that the surviving spouse would have had in the absence of
18961896 the revocation of the agreement, as against the claims of the
18971897 personal representative of the deceased spouse's estate or any
18981898 person claiming from the representative or the deceased spouse.
18991899 (Tex. Prob. Code, Sec. 460(c).)
19001900 Sec. 112.207. DEBTORS AND OTHER PERSONS WITHOUT NOTICE OF
19011901 REVOCATION OF AGREEMENT. (a) This section applies only to a person
19021902 or entity who:
19031903 (1) owes money to a deceased spouse; or
19041904 (2) has custody of property or acts as registrar or
19051905 transfer agent of any evidence of interest, indebtedness, property,
19061906 or right owned by a deceased spouse before that spouse's death.
19071907 (b) If a person or entity is presented with the original or a
19081908 certified copy of an agreement creating a right of survivorship in
19091909 property described by Subsection (a) in the surviving spouse,
19101910 purportedly signed by both spouses, and if the person or entity has
19111911 no actual knowledge that the agreement was revoked, the person or
19121912 entity may pay or transfer that property to the surviving spouse and
19131913 shall be discharged from all claims for those amounts or property
19141914 paid or transferred. (Tex. Prob. Code, Sec. 460(e).)
19151915 Sec. 112.208. RIGHTS OF SURVIVING SPOUSE AGAINST CREDITORS.
19161916 Except as expressly provided by this subchapter, this subchapter
19171917 does not affect the rights of a surviving spouse or person claiming
19181918 from the surviving spouse in disputes with persons claiming from a
19191919 deceased spouse or the successors of any of them concerning a
19201920 beneficial interest in property or the proceeds from a beneficial
19211921 interest in property, subject to a right of survivorship under an
19221922 agreement that satisfies the requirements of this chapter. (Tex.
19231923 Prob. Code, Sec. 460(g).)
19241924 [Sections 112.209-112.250 reserved for expansion]
19251925 SUBCHAPTER F. RIGHTS OF CREDITORS
19261926 Sec. 112.251. MULTIPLE-PARTY ACCOUNTS. Chapter 113 governs
19271927 the rights of creditors with respect to multiple-party accounts, as
19281928 defined by Section 113.004. (Tex. Prob. Code, Sec. 461 (part).)
19291929 Sec. 112.252. LIABILITIES OF DECEASED SPOUSE NOT AFFECTED
19301930 BY RIGHT OF SURVIVORSHIP. (a) Except as expressly provided by
19311931 Section 112.251, the community property subject to the sole or
19321932 joint management, control, and disposition of a spouse during
19331933 marriage continues to be subject to the liabilities of that spouse
19341934 on that spouse's death without regard to a right of survivorship in
19351935 the surviving spouse under an agreement made in accordance with
19361936 this chapter.
19371937 (b) The surviving spouse is liable to account to the
19381938 deceased spouse's personal representative for property received by
19391939 the surviving spouse under a right of survivorship to the extent
19401940 necessary to discharge the deceased spouse's liabilities.
19411941 (c) A proceeding to assert a liability under Subsection (b):
19421942 (1) may be commenced only if the deceased spouse's
19431943 personal representative has received a written demand by a
19441944 creditor; and
19451945 (2) must be commenced on or before the second
19461946 anniversary of the deceased spouse's death.
19471947 (d) Property recovered by the deceased spouse's personal
19481948 representative under this section shall be administered as part of
19491949 the deceased spouse's estate. (Tex. Prob. Code, Sec. 461 (part).)
19501950 Sec. 112.253. RIGHTS OF DECEASED SPOUSE'S CREDITORS IN
19511951 RELATION TO THIRD PARTIES. This subchapter does not affect the
19521952 protection afforded to a person or entity under Subchapter E
19531953 unless, before payment or transfer to the surviving spouse, the
19541954 person or entity received a written notice from the deceased
19551955 spouse's personal representative stating the amount needed to
19561956 discharge the deceased spouse's liabilities. (Tex. Prob. Code, Sec.
19571957 461 (part).)
19581958 CHAPTER 113. MULTIPLE-PARTY ACCOUNTS
19591959 SUBCHAPTER A. GENERAL PROVISIONS
19601960 Sec. 113.001. GENERAL DEFINITIONS
19611961 Sec. 113.002. DEFINITION OF PARTY
19621962 Sec. 113.003. DEFINITION OF NET CONTRIBUTION
19631963 Sec. 113.004. TYPES OF ACCOUNTS
19641964 Sec. 113.005. AUTHORITY OF FINANCIAL INSTITUTIONS TO
19651965 ENTER INTO CERTAIN ACCOUNTS
19661966 [Sections 113.006-113.050 reserved for expansion]
19671967 SUBCHAPTER B. UNIFORM ACCOUNT FORM
19681968 Sec. 113.051. ESTABLISHMENT OF TYPE OF ACCOUNT;
19691969 APPLICABILITY OF CERTAIN LAW
19701970 Sec. 113.052. FORM
19711971 Sec. 113.053. USE OF FORM; DISCLOSURE
19721972 [Sections 113.054-113.100 reserved for expansion]
19731973 SUBCHAPTER C. OWNERSHIP AND OPERATION OF ACCOUNTS
19741974 Sec. 113.101. EFFECT OF CERTAIN PROVISIONS REGARDING
19751975 OWNERSHIP BETWEEN PARTIES AND OTHERS
19761976 Sec. 113.102. OWNERSHIP OF JOINT ACCOUNT DURING
19771977 PARTIES' LIFETIMES
19781978 Sec. 113.103. OWNERSHIP OF P.O.D. ACCOUNT DURING
19791979 ORIGINAL PAYEE'S LIFETIME
19801980 Sec. 113.104. OWNERSHIP OF TRUST ACCOUNT DURING
19811981 TRUSTEE'S LIFETIME
19821982 Sec. 113.105. OWNERSHIP OF CONVENIENCE ACCOUNT;
19831983 ADDITIONS AND ACCRUALS
19841984 [Sections 113.106-113.150 reserved for expansion]
19851985 SUBCHAPTER D. RIGHTS OF SURVIVORSHIP IN ACCOUNTS
19861986 Sec. 113.151. ESTABLISHMENT OF RIGHT OF SURVIVORSHIP
19871987 OF PARTY
19881988 Sec. 113.152. OWNERSHIP OF P.O.D. ACCOUNT ON DEATH OF
19891989 PARTY
19901990 Sec. 113.153. OWNERSHIP OF TRUST ACCOUNT ON DEATH OF
19911991 TRUSTEE
19921992 Sec. 113.154. OWNERSHIP OF CONVENIENCE ACCOUNT ON
19931993 DEATH OF PARTY
19941994 Sec. 113.155. EFFECT OF DEATH OF PARTY ON CERTAIN
19951995 SURVIVORSHIP
19961996 Sec. 113.156. APPLICABILITY OF CERTAIN PROVISIONS ON
19971997 DEATH OF PARTY
19981998 Sec. 113.157. WRITTEN NOTICE TO FINANCIAL INSTITUTIONS
19991999 REGARDING FORM OF ACCOUNT
20002000 Sec. 113.158. NONTESTAMENTARY NATURE OF CERTAIN
20012001 TRANSFERS
20022002 [Sections 113.159-113.200 reserved for expansion]
20032003 SUBCHAPTER E. PROTECTION OF FINANCIAL INSTITUTIONS
20042004 Sec. 113.201. APPLICABILITY OF SUBCHAPTER
20052005 Sec. 113.202. PAYMENT OF MULTIPLE-PARTY ACCOUNT
20062006 Sec. 113.203. PAYMENT OF JOINT ACCOUNT
20072007 Sec. 113.204. PAYMENT OF P.O.D. ACCOUNT
20082008 Sec. 113.205. PAYMENT OF TRUST ACCOUNT
20092009 Sec. 113.206. PAYMENT OF CONVENIENCE ACCOUNT
20102010 Sec. 113.207. LIABILITY FOR PAYMENT FROM JOINT ACCOUNT
20112011 AFTER DEATH
20122012 Sec. 113.208. LIABILITY FOR PAYMENT FROM CONVENIENCE
20132013 ACCOUNT
20142014 Sec. 113.209. DISCHARGE FROM CLAIMS
20152015 Sec. 113.210. SET-OFF TO FINANCIAL INSTITUTION
20162016 [Sections 113.211-113.250 reserved for expansion]
20172017 SUBCHAPTER F. RIGHTS OF CREDITORS; PLEDGE OF ACCOUNT
20182018 Sec. 113.251. PLEDGE OF ACCOUNT
20192019 Sec. 113.252. RIGHTS OF CREDITORS
20202020 Sec. 113.253. NO EFFECT ON CERTAIN RIGHTS AND
20212021 LIABILITIES OF FINANCIAL INSTITUTIONS
20222022 CHAPTER 113. MULTIPLE-PARTY ACCOUNTS
20232023 SUBCHAPTER A. GENERAL PROVISIONS
20242024 Sec. 113.001. GENERAL DEFINITIONS. In this chapter:
20252025 (1) "Account" means a contract of deposit of funds
20262026 between a depositor and a financial institution. The term includes
20272027 a checking account, savings account, certificate of deposit, share
20282028 account, or other similar arrangement.
20292029 (2) "Beneficiary" means a person named in a trust
20302030 account for whom a party to the account is named as trustee.
20312031 (3) "Financial institution" means an organization
20322032 authorized to do business under state or federal laws relating to
20332033 financial institutions. The term includes a bank or trust company,
20342034 savings bank, building and loan association, savings and loan
20352035 company or association, credit union, and brokerage firm that deals
20362036 in the sale and purchase of stocks, bonds, and other types of
20372037 securities.
20382038 (4) "Payment" of sums on deposit includes a
20392039 withdrawal, a payment on a check or other directive of a party, and
20402040 a pledge of sums on deposit by a party and any set-off, or reduction
20412041 or other disposition of all or part of an account under a pledge.
20422042 (5) "P.O.D. payee" means a person designated on a
20432043 P.O.D. account as a person to whom the account is payable on request
20442044 after the death of one or more persons.
20452045 (6) "Proof of death" includes:
20462046 (A) a certified copy of a death certificate; or
20472047 (B) a judgment or order of a court in a proceeding
20482048 in which the death of a person is proved to the satisfaction of the
20492049 court by circumstantial evidence in accordance with Chapter 454.
20502050 (7) "Request" means a proper request for withdrawal,
20512051 or a check or order for payment, that complies with all conditions
20522052 of the account, including special requirements concerning
20532053 necessary signatures and regulations of the financial institution.
20542054 If a financial institution conditions withdrawal or payment on
20552055 advance notice, for purposes of this chapter a request for
20562056 withdrawal or payment is treated as immediately effective and a
20572057 notice of intent to withdraw is treated as a request for withdrawal.
20582058 (8) "Sums on deposit" means the balance payable on a
20592059 multiple-party account including interest, dividends, and any
20602060 deposit life insurance proceeds added to the account by reason of
20612061 the death of a party.
20622062 (9) "Withdrawal" includes payment to a third person in
20632063 accordance with a check or other directive of a party. (Tex. Prob.
20642064 Code, Secs. 436(1), (2), (3), (8), (9), (11), (12), (13), (15).)
20652065 Sec. 113.002. DEFINITION OF PARTY. (a) In this chapter,
20662066 "party" means a person who, by the terms of a multiple-party
20672067 account, has a present right, subject to request, to payment from
20682068 the account. Except as otherwise required by the context, the term
20692069 includes a guardian, personal representative, or assignee,
20702070 including an attaching creditor, of a party. The term also includes
20712071 a person identified as a trustee of an account for another
20722072 regardless of whether a beneficiary is named. The term does not
20732073 include a named beneficiary unless the beneficiary has a present
20742074 right of withdrawal.
20752075 (b) A P.O.D. payee or beneficiary of a trust account is a
20762076 party only after the account becomes payable to the P.O.D. payee or
20772077 beneficiary by reason of the P.O.D. payee or beneficiary surviving
20782078 the original payee or trustee. (Tex. Prob. Code, Sec. 436(7).)
20792079 Sec. 113.003. DEFINITION OF NET CONTRIBUTION. (a) In this
20802080 chapter, "net contribution" of a party to a joint account at any
20812081 given time is the sum of all deposits made to that account by or for
20822082 the party, less all withdrawals made by or for the party that have
20832083 not been paid to or applied to the use of any other party, plus a pro
20842084 rata share of any interest or dividends included in the current
20852085 balance of the account. The term also includes any deposit life
20862086 insurance proceeds added to the account by reason of the death of
20872087 the party whose net contribution is in question.
20882088 (b) A financial institution may not be required to inquire,
20892089 for purposes of establishing net contributions, about:
20902090 (1) the source of funds received for deposit to a
20912091 multiple-party account; or
20922092 (2) the proposed application of an amount withdrawn
20932093 from a multiple-party account. (Tex. Prob. Code, Secs. 436(6), 444
20942094 (part).)
20952095 Sec. 113.004. TYPES OF ACCOUNTS. In this chapter:
20962096 (1) "Convenience account" means an account that:
20972097 (A) is established at a financial institution by
20982098 one or more parties in the names of the parties and one or more
20992099 convenience signers; and
21002100 (B) has terms that provide that the sums on
21012101 deposit are paid or delivered to the parties or to the convenience
21022102 signers "for the convenience" of the parties.
21032103 (2) "Joint account" means an account payable on
21042104 request to one or more of two or more parties, regardless of whether
21052105 there is a right of survivorship.
21062106 (3) "Multiple-party account" means a joint account, a
21072107 convenience account, a P.O.D. account, or a trust account. The term
21082108 does not include an account established for the deposit of funds of
21092109 a partnership, joint venture, or other association for business
21102110 purposes, or an account controlled by one or more persons as the
21112111 authorized agent or trustee for a corporation, unincorporated
21122112 association, charitable or civic organization, or a regular
21132113 fiduciary or trust account in which the relationship is established
21142114 other than by deposit agreement.
21152115 (4) "P.O.D. account" means an account payable on
21162116 request to:
21172117 (A) one person during the person's lifetime and,
21182118 on the person's death, to one or more P.O.D. payees; or
21192119 (B) one or more persons during their lifetimes
21202120 and, on the death of all of those persons, to one or more P.O.D.
21212121 payees.
21222122 (5) "Trust account" means an account in the name of one
21232123 or more parties as trustee for one or more beneficiaries in which
21242124 the relationship is established by the form of the account and the
21252125 deposit agreement with the financial institution and in which there
21262126 is no subject of the trust other than the sums on deposit in the
21272127 account. The deposit agreement is not required to address payment
21282128 to the beneficiary. The term does not include:
21292129 (A) a regular trust account under a testamentary
21302130 trust or a trust agreement that has significance apart from the
21312131 account; or
21322132 (B) a fiduciary account arising from a fiduciary
21332133 relationship, such as the attorney-client relationship. (Tex.
21342134 Prob. Code, Secs. 436(4), (5), (10), (14), 438A(a).)
21352135 Sec. 113.005. AUTHORITY OF FINANCIAL INSTITUTIONS TO ENTER
21362136 INTO CERTAIN ACCOUNTS. A financial institution may enter into a
21372137 multiple-party account to the same extent that the institution may
21382138 enter into a single-party account. (Tex. Prob. Code, Sec. 444
21392139 (part).)
21402140 [Sections 113.006-113.050 reserved for expansion]
21412141 SUBCHAPTER B. UNIFORM ACCOUNT FORM
21422142 Sec. 113.051. ESTABLISHMENT OF TYPE OF ACCOUNT;
21432143 APPLICABILITY OF CERTAIN LAW. (a) A contract of deposit that
21442144 contains provisions substantially the same as in the form provided
21452145 by Section 113.052 establishes the type of account selected by a
21462146 party. This chapter governs an account selected under the form,
21472147 other than a single-party account without a P.O.D. designation.
21482148 (b) A contract of deposit that does not contain provisions
21492149 substantially the same as in the form provided by Section 113.052 is
21502150 governed by the provisions of this chapter applicable to the type of
21512151 account that most nearly conforms to the depositor's intent. (Tex.
21522152 Prob. Code, Sec. 439A(a).)
21532153 Sec. 113.052. FORM. A financial institution may use the
21542154 following form to establish the type of account selected by a party:
21552155 UNIFORM SINGLE-PARTY OR MULTIPLE-PARTY ACCOUNT SELECTION
21562156 FORM NOTICE: The type of account you select may determine how
21572157 property passes on your death. Your will may not control the
21582158 disposition of funds held in some of the following accounts.
21592159 Select one of the following accounts by placing your initials
21602160 next to the account selected:
21612161 ___ (1) SINGLE-PARTY ACCOUNT WITHOUT "P.O.D." (PAYABLE ON
21622162 DEATH) DESIGNATION. The party to the account owns the account. On
21632163 the death of the party, ownership of the account passes as a part of
21642164 the party's estate under the party's will or by intestacy.
21652165 Enter the name of the party:
21662166 ________________________________________________________________
21672167 ___ (2) SINGLE-PARTY ACCOUNT WITH "P.O.D." (PAYABLE ON
21682168 DEATH) DESIGNATION. The party to the account owns the account. On
21692169 the death of the party, ownership of the account passes to the
21702170 P.O.D. beneficiaries of the account. The account is not a part of
21712171 the party's estate.
21722172 Enter the name of the party:
21732173 ________________________________________________________________
21742174 Enter the name or names of the P.O.D. beneficiaries:
21752175 ________________________________________________________________
21762176 ________________________________________________________________
21772177 ___ (3) MULTIPLE-PARTY ACCOUNT WITHOUT RIGHT OF
21782178 SURVIVORSHIP. The parties to the account own the account in
21792179 proportion to the parties' net contributions to the account. The
21802180 financial institution may pay any sum in the account to a party at
21812181 any time. On the death of a party, the party's ownership of the
21822182 account passes as a part of the party's estate under the party's
21832183 will or by intestacy.
21842184 Enter the names of the parties:
21852185 ________________________________________________________________
21862186 ________________________________________________________________
21872187 ________________________________________________________________
21882188 ___ (4) MULTIPLE-PARTY ACCOUNT WITH RIGHT OF SURVIVORSHIP.
21892189 The parties to the account own the account in proportion to the
21902190 parties' net contributions to the account. The financial
21912191 institution may pay any sum in the account to a party at any time.
21922192 On the death of a party, the party's ownership of the account passes
21932193 to the surviving parties.
21942194 Enter the names of the parties:
21952195 ________________________________________________________________
21962196 ________________________________________________________________
21972197 ___ (5) MULTIPLE-PARTY ACCOUNT WITH RIGHT OF SURVIVORSHIP AND
21982198 P.O.D. (PAYABLE ON DEATH) DESIGNATION. The parties to the account
21992199 own the account in proportion to the parties' net contributions to
22002200 the account. The financial institution may pay any sum in the
22012201 account to a party at any time. On the death of the last surviving
22022202 party, the ownership of the account passes to the P.O.D.
22032203 beneficiaries.
22042204 Enter the names of the parties:
22052205 ________________________________________________________________
22062206 ________________________________________________________________
22072207 Enter the name or names of the P.O.D. beneficiaries:
22082208 ________________________________________________________________
22092209 ________________________________________________________________
22102210 ___ (6) CONVENIENCE ACCOUNT. The parties to the account own
22112211 the account. One or more convenience signers to the account may
22122212 make account transactions for a party. A convenience signer does
22132213 not own the account. On the death of the last surviving party,
22142214 ownership of the account passes as a part of the last surviving
22152215 party's estate under the last surviving party's will or by
22162216 intestacy. The financial institution may pay funds in the account
22172217 to a convenience signer before the financial institution receives
22182218 notice of the death of the last surviving party. The payment to a
22192219 convenience signer does not affect the parties' ownership of the
22202220 account.
22212221 Enter the names of the parties:
22222222 ________________________________________________________________
22232223 ________________________________________________________________
22242224 Enter the names of the convenience signers:
22252225 ________________________________________________________________
22262226 ________________________________________________________________
22272227 ___ (7) TRUST ACCOUNT. The parties named as trustees to the
22282228 account own the account in proportion to the parties' net
22292229 contributions to the account. A trustee may withdraw funds from the
22302230 account. A beneficiary may not withdraw funds from the account
22312231 before all trustees are deceased. On the death of the last
22322232 surviving trustee, the ownership of the account passes to the
22332233 beneficiary. The trust account is not a part of a trustee's estate
22342234 and does not pass under the trustee's will or by intestacy, unless
22352235 the trustee survives all of the beneficiaries and all other
22362236 trustees.
22372237 Enter the name or names of the trustees:
22382238 ________________________________________________________________
22392239 ________________________________________________________________
22402240 Enter the name or names of the beneficiaries:
22412241 ________________________________________________________________
22422242 ________________________________________________________________
22432243 (Tex. Prob. Code, Sec. 439A(b).)
22442244 Sec. 113.053. USE OF FORM; DISCLOSURE. (a) A financial
22452245 institution is considered to have adequately disclosed the
22462246 information provided in this subchapter if the financial
22472247 institution uses the form provided by Section 113.052.
22482248 (b) If a financial institution varies the format of the form
22492249 provided by Section 113.052, the financial institution may make
22502250 disclosures in the account agreement or in any other form that
22512251 adequately discloses the information provided by this subchapter.
22522252 (c) If the customer receives adequate disclosure of the
22532253 ownership rights to an account and the names of the parties are
22542254 appropriately indicated, a financial institution may combine any of
22552255 the provisions in, and vary the format of, the form and notices
22562256 described in Section 113.052 in:
22572257 (1) a universal account form with options listed for
22582258 selection and additional disclosures provided in the account
22592259 agreement; or
22602260 (2) any other manner that adequately discloses the
22612261 information provided by this subchapter. (Tex. Prob. Code, Secs.
22622262 439A(c), (d).)
22632263 [Sections 113.054-113.100 reserved for expansion]
22642264 SUBCHAPTER C. OWNERSHIP AND OPERATION OF ACCOUNTS
22652265 Sec. 113.101. EFFECT OF CERTAIN PROVISIONS REGARDING
22662266 OWNERSHIP BETWEEN PARTIES AND OTHERS. The provisions of this
22672267 subchapter and Subchapters B and D that relate to beneficial
22682268 ownership between parties, or between parties and P.O.D. payees or
22692269 beneficiaries of multiple-party accounts:
22702270 (1) are relevant only to controversies between those
22712271 persons and those persons' creditors and other successors; and
22722272 (2) do not affect the withdrawal power of those
22732273 persons under the terms of an account contract. (Tex. Prob. Code,
22742274 Sec. 437.)
22752275 Sec. 113.102. OWNERSHIP OF JOINT ACCOUNT DURING PARTIES'
22762276 LIFETIMES. During the lifetime of all parties to a joint account,
22772277 the account belongs to the parties in proportion to the net
22782278 contributions by each party to the sums on deposit unless there is
22792279 clear and convincing evidence of a different intent. (Tex. Prob.
22802280 Code, Sec. 438(a).)
22812281 Sec. 113.103. OWNERSHIP OF P.O.D. ACCOUNT DURING ORIGINAL
22822282 PAYEE'S LIFETIME. (a) During the lifetime of an original payee of
22832283 a P.O.D. account, the account belongs to the original payee and does
22842284 not belong to the P.O.D. payee or payees.
22852285 (b) If two or more parties are named as original payees of a
22862286 P.O.D. account, during the parties' lifetimes rights between the
22872287 parties are governed by Section 113.102. (Tex. Prob. Code, Sec.
22882288 438(b).)
22892289 Sec. 113.104. OWNERSHIP OF TRUST ACCOUNT DURING TRUSTEE'S
22902290 LIFETIME. (a) A trust account belongs beneficially to the trustee
22912291 during the trustee's lifetime unless:
22922292 (1) the terms of the account or the deposit agreement
22932293 manifest a contrary intent; or
22942294 (2) other clear and convincing evidence of an
22952295 irrevocable trust exists.
22962296 (b) If two or more parties are named as trustees on a trust
22972297 account, during the parties' lifetimes beneficial rights between
22982298 the parties are governed by Section 113.102.
22992299 (c) An account that is an irrevocable trust belongs
23002300 beneficially to the beneficiary. (Tex. Prob. Code, Sec. 438(c).)
23012301 Sec. 113.105. OWNERSHIP OF CONVENIENCE ACCOUNT; ADDITIONS
23022302 AND ACCRUALS. (a) The making of a deposit in a convenience account
23032303 does not affect the title to the deposit.
23042304 (b) A party to a convenience account is not considered to
23052305 have made a gift of the deposit, or of any additions or accruals to
23062306 the deposit, to a convenience signer.
23072307 (c) An addition made to a convenience account by anyone
23082308 other than a party, and accruals to the addition, are considered to
23092309 have been made by a party. (Tex. Prob. Code, Secs. 438A(b), (c),
23102310 (e).)
23112311 [Sections 113.106-113.150 reserved for expansion]
23122312 SUBCHAPTER D. RIGHTS OF SURVIVORSHIP IN ACCOUNTS
23132313 Sec. 113.151. ESTABLISHMENT OF RIGHT OF SURVIVORSHIP IN
23142314 JOINT ACCOUNT; OWNERSHIP ON DEATH OF PARTY. (a) Sums remaining on
23152315 deposit on the death of a party to a joint account belong to the
23162316 surviving party or parties against the estate of the deceased party
23172317 if the interest of the deceased party is made to survive to the
23182318 surviving party or parties by a written agreement signed by the
23192319 party who dies.
23202320 (b) Notwithstanding any other law, an agreement is
23212321 sufficient under this section to confer an absolute right of
23222322 survivorship on parties to a joint account if the agreement
23232323 contains a statement substantially similar to the following: "On
23242324 the death of one party to a joint account, all sums in the account on
23252325 the date of the death vest in and belong to the surviving party as
23262326 his or her separate property and estate."
23272327 (c) A survivorship agreement may not be inferred from the
23282328 mere fact that the account is a joint account.
23292329 (d) If there are two or more surviving parties to a joint
23302330 account that is subject to a right of survivorship agreement:
23312331 (1) during the parties' lifetimes respective
23322332 ownerships are in proportion to the parties' previous ownership
23332333 interests under Sections 113.102, 113.103, and 113.104, as
23342334 applicable, augmented by an equal share for each survivor of any
23352335 interest a deceased party owned in the account immediately before
23362336 that party's death; and
23372337 (2) the right of survivorship continues between the
23382338 surviving parties if a written agreement signed by a party who dies
23392339 provides for that continuation. (Tex. Prob. Code, Sec. 439(a).)
23402340 Sec. 113.152. OWNERSHIP OF P.O.D. ACCOUNT ON DEATH OF
23412341 PARTY. (a) If the account is a P.O.D. account and there is a
23422342 written agreement signed by the original payee or payees, on the
23432343 death of the original payee or on the death of the survivor of two or
23442344 more original payees, any sums remaining on deposit belong to:
23452345 (1) the P.O.D. payee or payees if surviving; or
23462346 (2) the survivor of the P.O.D. payees if one or more
23472347 P.O.D. payees die before the original payee.
23482348 (b) If two or more P.O.D. payees survive, no right of
23492349 survivorship exists between the surviving P.O.D. payees unless the
23502350 terms of the account or deposit agreement expressly provide for
23512351 survivorship between those payees. (Tex. Prob. Code, Sec. 439(b).)
23522352 Sec. 113.153. OWNERSHIP OF TRUST ACCOUNT ON DEATH OF
23532353 TRUSTEE. (a) If the account is a trust account and there is a
23542354 written agreement signed by the trustee or trustees, on death of the
23552355 trustee or the survivor of two or more trustees, any sums remaining
23562356 on deposit belong to:
23572357 (1) the person or persons named as beneficiaries, if
23582358 surviving; or
23592359 (2) the survivor of the persons named as beneficiaries
23602360 if one or more beneficiaries die before the trustee.
23612361 (b) If two or more beneficiaries survive, no right of
23622362 survivorship exists between the surviving beneficiaries unless the
23632363 terms of the account or deposit agreement expressly provide for
23642364 survivorship between those beneficiaries. (Tex. Prob. Code, Sec.
23652365 439(c).)
23662366 Sec. 113.154. OWNERSHIP OF CONVENIENCE ACCOUNT ON DEATH OF
23672367 PARTY. On the death of the last surviving party to a convenience
23682368 account:
23692369 (1) a convenience signer has no right of survivorship
23702370 in the account; and
23712371 (2) ownership of the account remains in the estate of
23722372 the last surviving party. (Tex. Prob. Code, Sec. 438A(d).)
23732373 Sec. 113.155. EFFECT OF DEATH OF PARTY ON CERTAIN ACCOUNTS
23742374 WITHOUT RIGHTS OF SURVIVORSHIP. The death of a party to a
23752375 multiple-party account to which Sections 113.151, 113.152, and
23762376 113.153 do not apply has no effect on the beneficial ownership of
23772377 the account, other than to transfer the rights of the deceased party
23782378 as part of the deceased party's estate. (Tex. Prob. Code, Sec.
23792379 439(d).)
23802380 Sec. 113.156. APPLICABILITY OF CERTAIN PROVISIONS ON DEATH
23812381 OF PARTY. Sections 113.151, 113.152, 113.153, and 113.155 as to
23822382 rights of survivorship are determined by the form of the account at
23832383 the death of a party. (Tex. Prob. Code, Sec. 440 (part).)
23842384 Sec. 113.157. WRITTEN NOTICE TO FINANCIAL INSTITUTIONS
23852385 REGARDING FORM OF ACCOUNT. Notwithstanding any other law, the form
23862386 of an account may be altered by written order given by a party to the
23872387 financial institution to change the form of the account or to stop
23882388 or vary payment under the terms of the account. The order or
23892389 request must be signed by a party, received by the financial
23902390 institution during the party's lifetime, and not countermanded by
23912391 another written order of the same party during the party's
23922392 lifetime. (Tex. Prob. Code, Sec. 440 (part).)
23932393 Sec. 113.158. NONTESTAMENTARY NATURE OF CERTAIN TRANSFERS.
23942394 Transfers resulting from the application of Sections 113.151,
23952395 113.152, 113.153, and 113.155 are effective by reason of the
23962396 account contracts involved and this chapter and are not to be
23972397 considered testamentary transfers or subject to the testamentary
23982398 provisions of this title. (Tex. Prob. Code, Sec. 441.)
23992399 [Sections 113.159-113.200 reserved for expansion]
24002400 SUBCHAPTER E. PROTECTION OF FINANCIAL INSTITUTIONS
24012401 Sec. 113.201. APPLICABILITY OF SUBCHAPTER. This subchapter
24022402 and Section 113.003(b) govern:
24032403 (1) the liability of financial institutions that make
24042404 payments as provided by this subchapter; and
24052405 (2) the set-off rights of those institutions. (Tex.
24062406 Prob. Code, Sec. 443.)
24072407 Sec. 113.202. PAYMENT OF MULTIPLE-PARTY ACCOUNT. A
24082408 multiple-party account may be paid, on request, to any one or more
24092409 of the parties. (Tex. Prob. Code, Sec. 444 (part).)
24102410 Sec. 113.203. PAYMENT OF JOINT ACCOUNT. (a) Subject to
24112411 Subsection (b), amounts in a joint account may be paid, on request,
24122412 to any party without regard to whether any other party is
24132413 incapacitated or deceased at the time the payment is demanded.
24142414 (b) Payment may not be made to the personal representative
24152415 or heir of a deceased party unless:
24162416 (1) proofs of death are presented to the financial
24172417 institution showing that the deceased party was the last surviving
24182418 party; or
24192419 (2) there is no right of survivorship under Sections
24202420 113.151, 113.152, 113.153, and 113.155. (Tex. Prob. Code, Sec. 445
24212421 (part).)
24222422 Sec. 113.204. PAYMENT OF P.O.D. ACCOUNT. (a) A P.O.D.
24232423 account may be paid, on request, to any original payee of the
24242424 account.
24252425 (b) Payment may be made, on request, to the P.O.D. payee or
24262426 to the personal representative or heirs of a deceased P.O.D. payee
24272427 on the presentation to the financial institution of proof of death
24282428 showing that the P.O.D. payee survived each person named as an
24292429 original payee.
24302430 (c) Payment may be made to the personal representative or
24312431 heirs of a deceased original payee if proof of death is presented to
24322432 the financial institution showing that the deceased original payee
24332433 was the survivor of each other person named on the account as an
24342434 original payee or a P.O.D. payee. (Tex. Prob. Code, Sec. 446.)
24352435 Sec. 113.205. PAYMENT OF TRUST ACCOUNT. (a) A trust
24362436 account may be paid, on request, to any trustee.
24372437 (b) Unless a financial institution has received written
24382438 notice that a beneficiary has a vested interest not dependent on the
24392439 beneficiary's surviving the trustee, payment may be made to the
24402440 personal representative or heirs of a deceased trustee if proof of
24412441 death is presented to the financial institution showing that the
24422442 deceased trustee was the survivor of each other person named on the
24432443 account as a trustee or beneficiary.
24442444 (c) Payment may be made, on request, to a beneficiary if
24452445 proof of death is presented to the financial institution showing
24462446 that the beneficiary or beneficiaries survived all persons named as
24472447 trustees. (Tex. Prob. Code, Sec. 447.)
24482448 Sec. 113.206. PAYMENT OF CONVENIENCE ACCOUNT. Deposits to
24492449 a convenience account and additions and accruals to the deposits
24502450 may be paid to a party or a convenience signer. (Tex. Prob. Code,
24512451 Sec. 438A(f) (part).)
24522452 Sec. 113.207. LIABILITY FOR PAYMENT FROM JOINT ACCOUNT
24532453 AFTER DEATH. A financial institution that pays an amount from a
24542454 joint account to a surviving party to that account in accordance
24552455 with a written agreement under Section 113.151 is not liable to an
24562456 heir, devisee, or beneficiary of the deceased party's estate.
24572457 (Tex. Prob. Code, Sec. 445 (part).)
24582458 Sec. 113.208. LIABILITY FOR PAYMENT FROM CONVENIENCE
24592459 ACCOUNT. (a) A financial institution is completely released from
24602460 liability for a payment made from a convenience account before the
24612461 financial institution receives notice in writing signed by a party
24622462 not to make the payment in accordance with the terms of the account.
24632463 After receipt of the notice from a party, the financial institution
24642464 may require a party to approve any further payments from the
24652465 account.
24662466 (b) A financial institution that makes a payment of the sums
24672467 on deposit in a convenience account to a convenience signer after
24682468 the death of the last surviving party, but before the financial
24692469 institution receives written notice of the last surviving party's
24702470 death, is completely released from liability for the payment.
24712471 (c) A financial institution that makes a payment of the sums
24722472 on deposit in a convenience account to the personal representative
24732473 of the deceased last surviving party's estate after the death of the
24742474 last surviving party, but before a court order prohibiting payment
24752475 is served on the financial institution, is, to the extent of the
24762476 payment, released from liability to any person claiming a right to
24772477 the funds. The personal representative's receipt of the funds is a
24782478 complete release and discharge of the financial institution. (Tex.
24792479 Prob. Code, Secs. 438A(f) (part), (g).)
24802480 Sec. 113.209. DISCHARGE FROM CLAIMS. (a) Payment made in
24812481 accordance with Section 113.202, 113.203, 113.204, 113.205, or
24822482 113.207 discharges the financial institution from all claims for
24832483 those amounts paid regardless of whether the payment is consistent
24842484 with the beneficial ownership of the account between parties,
24852485 P.O.D. payees, or beneficiaries, or their successors.
24862486 (b) The protection provided by Subsection (a) does not
24872487 extend to payments made after a financial institution receives,
24882488 from any party able to request present payment, written notice to
24892489 the effect that withdrawals in accordance with the terms of the
24902490 account should not be permitted. Unless the notice is withdrawn by
24912491 the person giving the notice, the successor of a deceased party must
24922492 concur in a demand for withdrawal for the financial institution to
24932493 be protected under Subsection (a).
24942494 (c) No notice, other than the notice described by Subsection
24952495 (b), or any other information shown to have been available to a
24962496 financial institution affects the institution's right to the
24972497 protection provided by Subsection (a).
24982498 (d) The protection provided by Subsection (a) does not
24992499 affect the rights of parties in disputes between the parties or the
25002500 parties' successors concerning the beneficial ownership of funds
25012501 in, or withdrawn from, multiple-party accounts. (Tex. Prob. Code,
25022502 Sec. 448.)
25032503 Sec. 113.210. SET-OFF TO FINANCIAL INSTITUTION. (a)
25042504 Without qualifying any other statutory right to set-off or lien and
25052505 subject to any contractual provision, if a party to a
25062506 multiple-party account is indebted to a financial institution, the
25072507 financial institution has a right to set-off against the account in
25082508 which the party has, or had immediately before the party's death, a
25092509 present right of withdrawal.
25102510 (b) The amount of the account subject to set-off under this
25112511 section is that proportion to which the debtor is, or was
25122512 immediately before the debtor's death, beneficially entitled, and
25132513 in the absence of proof of net contributions, to an equal share with
25142514 all parties having present rights of withdrawal. (Tex. Prob. Code,
25152515 Sec. 449.)
25162516 [Sections 113.211-113.250 reserved for expansion]
25172517 SUBCHAPTER F. RIGHTS OF CREDITORS; PLEDGE OF ACCOUNT
25182518 Sec. 113.251. PLEDGE OF ACCOUNT. (a) A party to a
25192519 multiple-party account may pledge the account or otherwise create a
25202520 security interest in the account without the joinder of, as
25212521 applicable, a P.O.D. payee, a beneficiary, a convenience signer, or
25222522 any other party to a joint account, regardless of whether a right
25232523 of survivorship exists.
25242524 (b) A convenience signer may not pledge or otherwise create
25252525 a security interest in an account.
25262526 (c) Not later than the 30th day after the date a security
25272527 interest on a multiple-party account is perfected, a secured
25282528 creditor that is a financial institution with accounts insured by
25292529 the Federal Deposit Insurance Corporation shall provide written
25302530 notice of the pledge of the account to any other party to the
25312531 account who did not create the security interest. The notice must
25322532 be sent by certified mail to each other party at the last address
25332533 the party provided to the depository bank.
25342534 (d) The financial institution is not required to provide the
25352535 notice described by Subsection (c) to a P.O.D. payee, beneficiary,
25362536 or convenience signer. (Tex. Prob. Code, Sec. 442 (part).)
25372537 Sec. 113.252. RIGHTS OF CREDITORS. (a) A multiple-party
25382538 account is not effective against:
25392539 (1) an estate of a deceased party to transfer to a
25402540 survivor amounts needed to pay debts, taxes, and expenses of
25412541 administration, including statutory allowances to the surviving
25422542 spouse and minor children, if other assets of the estate are
25432543 insufficient; or
25442544 (2) the claim of a secured creditor who has a lien on
25452545 the account.
25462546 (b) A party, P.O.D. payee, or beneficiary who receives
25472547 payment from a multiple-party account after the death of a deceased
25482548 party is liable to account to the deceased party's personal
25492549 representative for amounts the deceased party owned beneficially
25502550 immediately before the party's death to the extent necessary to
25512551 discharge the claims and charges described by Subsection (a) that
25522552 remain unpaid after application of the deceased party's estate.
25532553 The party, P.O.D. payee, or beneficiary is not liable in an amount
25542554 greater than the amount the party, P.O.D. payee, or beneficiary
25552555 received from the multiple-party account.
25562556 (c) A proceeding to assert liability under Subsection (b):
25572557 (1) may only be commenced if the personal
25582558 representative receives a written demand by a surviving spouse, a
25592559 creditor, or one acting for a minor child of the deceased party; and
25602560 (2) must be commenced on or before the second
25612561 anniversary of the death of the deceased party.
25622562 (d) Amounts recovered by the personal representative under
25632563 this section must be administered as part of the decedent's estate.
25642564 (Tex. Prob. Code, Sec. 442 (part).)
25652565 Sec. 113.253. NO EFFECT ON CERTAIN RIGHTS AND LIABILITIES
25662566 OF FINANCIAL INSTITUTIONS. This subchapter does not:
25672567 (1) affect the right of a financial institution to
25682568 make payment on multiple-party accounts according to the terms of
25692569 the account; or
25702570 (2) make the financial institution liable to the
25712571 estate of a deceased party unless, before payment, the institution
25722572 received written notice from the personal representative stating
25732573 the amounts needed to pay debts, taxes, claims, and expenses of
25742574 administration. (Tex. Prob. Code, Sec. 442 (part).)
25752575 [Chapters 114-120 reserved for expansion]
25762576 CHAPTER 121. SURVIVAL REQUIREMENTS
25772577 SUBCHAPTER A. GENERAL PROVISIONS
25782578 Sec. 121.001. APPLICABILITY OF CHAPTER
25792579 [Sections 121.002-121.050 reserved for expansion]
25802580 SUBCHAPTER B. SURVIVAL REQUIREMENT FOR INTESTATE SUCCESSION AND CERTAIN OTHER PURPOSES
25812581 CERTAIN OTHER PURPOSES
25822582 Sec. 121.051. APPLICABILITY OF SUBCHAPTER
25832583 Sec. 121.052. REQUIRED PERIOD OF SURVIVAL FOR
25842584 PURPOSES
25852585 Sec. 121.053. INTESTATE SUCCESSION: FAILURE TO
25862586 CIRCUMSTANCES
25872587 [Sections 121.054-121.100 reserved for expansion]
25882588 SUBCHAPTER C. SURVIVAL REQUIREMENTS FOR CERTAIN BENEFICIARIES
25892589 Sec. 121.101. REQUIRED PERIOD OF SURVIVAL FOR DEVISEE
25902590 Sec. 121.102. REQUIRED PERIOD OF SURVIVAL FOR
25912591 CONTINGENT BENEFICIARY
25922592 [Sections 121.103-121.150 reserved for expansion]
25932593 SUBCHAPTER D. DISTRIBUTION OF CERTAIN PROPERTY ON PERSON'S FAILURE TO SURVIVE FOR REQUIRED PERIOD
25942594 TO SURVIVE FOR REQUIRED PERIOD
25952595 Sec. 121.151. DISTRIBUTION OF COMMUNITY PROPERTY
25962596 Sec. 121.152. DISTRIBUTION OF PROPERTY OWNED BY JOINT
25972597 OWNERS
25982598 Sec. 121.153. DISTRIBUTION OF CERTAIN INSURANCE
25992599 PROCEEDS
26002600 CHAPTER 121. SURVIVAL REQUIREMENTS
26012601 SUBCHAPTER A. GENERAL PROVISIONS
26022602 Sec. 121.001. APPLICABILITY OF CHAPTER. This chapter does
26032603 not apply if provision has been made by will, living trust, deed, or
26042604 insurance contract, or in any other manner, for a disposition of
26052605 property that is different from the disposition of the property
26062606 that would be made if the provisions of this chapter applied. (Tex.
26072607 Prob. Code, Sec. 47(f).)
26082608 [Sections 121.002-121.050 reserved for expansion]
26092609 SUBCHAPTER B. SURVIVAL REQUIREMENT FOR INTESTATE SUCCESSION AND
26102610 CERTAIN OTHER PURPOSES
26112611 Sec. 121.051. APPLICABILITY OF SUBCHAPTER. This subchapter
26122612 does not apply if the application of this subchapter would result in
26132613 the escheat of an intestate estate. (Tex. Prob. Code, Sec. 47(a)
26142614 (part).)
26152615 Sec. 121.052. REQUIRED PERIOD OF SURVIVAL FOR INTESTATE
26162616 SUCCESSION AND CERTAIN OTHER PURPOSES. A person who does not
26172617 survive a decedent by 120 hours is considered to have predeceased
26182618 the decedent for purposes of the homestead allowance, exempt
26192619 property, and intestate succession, and the decedent's heirs are
26202620 determined accordingly, except as otherwise provided by this
26212621 chapter. (Tex. Prob. Code, Sec. 47(a) (part).)
26222622 Sec. 121.053. INTESTATE SUCCESSION: FAILURE TO SURVIVE
26232623 PRESUMED UNDER CERTAIN CIRCUMSTANCES. A person who, if the person
26242624 survived a decedent by 120 hours, would be the decedent's heir is
26252625 considered not to have survived the decedent for the required
26262626 period if:
26272627 (1) the time of death of the decedent or of the person,
26282628 or the times of death of both, cannot be determined; and
26292629 (2) the person's survival for the required period
26302630 after the decedent's death cannot be established. (Tex. Prob.
26312631 Code, Sec. 47(a) (part).)
26322632 [Sections 121.054-121.100 reserved for expansion]
26332633 SUBCHAPTER C. SURVIVAL REQUIREMENTS FOR CERTAIN BENEFICIARIES
26342634 Sec. 121.101. REQUIRED PERIOD OF SURVIVAL FOR DEVISEE. A
26352635 devisee who does not survive the testator by 120 hours is treated as
26362636 if the devisee predeceased the testator unless the testator's will
26372637 contains some language that:
26382638 (1) deals explicitly with simultaneous death or deaths
26392639 in a common disaster; or
26402640 (2) requires the devisee to survive the testator, or
26412641 to survive the testator for a stated period, to take under the will.
26422642 (Tex. Prob. Code, Sec. 47(c) (part).)
26432643 Sec. 121.102. REQUIRED PERIOD OF SURVIVAL FOR CONTINGENT
26442644 BENEFICIARY. (a) If property is disposed of in a manner that
26452645 conditions the right of a beneficiary to succeed to an interest in
26462646 the property on the beneficiary surviving another person, the
26472647 beneficiary is considered not to have survived the other person
26482648 unless the beneficiary survives the person by 120 hours, except as
26492649 provided by Subsection (b).
26502650 (b) If an interest in property is given alternatively to one
26512651 of two or more beneficiaries, with the right of each beneficiary to
26522652 take being dependent on that beneficiary surviving the other
26532653 beneficiary or beneficiaries, and all of the beneficiaries die
26542654 within a period of less than 120 hours, the property shall be
26552655 divided into as many equal portions as there are beneficiaries. The
26562656 portions shall be distributed respectively to those who would have
26572657 taken if each beneficiary had survived. (Tex. Prob. Code, Sec.
26582658 47(c) (part).)
26592659 [Sections 121.103-121.150 reserved for expansion]
26602660 SUBCHAPTER D. DISTRIBUTION OF CERTAIN PROPERTY ON PERSON'S FAILURE
26612661 TO SURVIVE FOR REQUIRED PERIOD
26622662 Sec. 121.151. DISTRIBUTION OF COMMUNITY PROPERTY. (a)
26632663 This section applies to community property, including the proceeds
26642664 of life or accident insurance that are community property and
26652665 become payable to the estate of either the husband or wife.
26662666 (b) If a husband and wife die leaving community property but
26672667 neither survives the other by 120 hours, one-half of all community
26682668 property shall be distributed as if the husband had survived, and
26692669 the other one-half shall be distributed as if the wife had survived.
26702670 (Tex. Prob. Code, Sec. 47(b).)
26712671 Sec. 121.152. DISTRIBUTION OF PROPERTY OWNED BY JOINT
26722672 OWNERS. If property, including community property with a right of
26732673 survivorship, is owned so that one of two joint owners is entitled
26742674 to the whole of the property on the death of the other, but neither
26752675 survives the other by 120 hours, one-half of the property shall be
26762676 distributed as if one joint owner had survived, and the other
26772677 one-half shall be distributed as if the other joint owner had
26782678 survived. If there are more than two joint owners and all of the
26792679 joint owners die within a period of less than 120 hours, the
26802680 property shall be divided into as many equal portions as there are
26812681 joint owners and the portions shall be distributed respectively to
26822682 those who would have taken if each joint owner survived. (Tex.
26832683 Prob. Code, Sec. 47(d).)
26842684 Sec. 121.153. DISTRIBUTION OF CERTAIN INSURANCE PROCEEDS.
26852685 (a) If the insured under a life or accident insurance policy and a
26862686 beneficiary of the proceeds of that policy die within a period of
26872687 less than 120 hours, the insured is considered to have survived the
26882688 beneficiary for the purpose of determining the rights under the
26892689 policy of the beneficiary or beneficiaries as such.
26902690 (b) This section does not prevent the applicability of
26912691 Section 121.151 to proceeds of life or accident insurance that are
26922692 community property. (Tex. Prob. Code, Sec. 47(e).)
26932693 CHAPTER 122. DISCLAIMERS AND ASSIGNMENTS
26942694 SUBCHAPTER A. GENERAL PROVISIONS RELATING TO DISCLAIMER
26952695 Sec. 122.001. DEFINITIONS
26962696 Sec. 122.002. WHO MAY DISCLAIM
26972697 Sec. 122.003. EFFECTIVE DATE; CREDITORS' CLAIMS
26982698 Sec. 122.004. DISCLAIMER IRREVOCABLE
26992699 Sec. 122.005. POWER TO PROVIDE METHOD OF DISCLAIMER
27002700 [Sections 122.006-122.050 reserved for expansion]
27012701 SUBCHAPTER B. FORM, FILING, AND NOTICE OF DISCLAIMER
27022702 Sec. 122.051. FORM
27032703 Sec. 122.052. FILING IN PROBATE COURT
27042704 Sec. 122.053. FILING IN COUNTY OF DECEDENT'S RESIDENCE
27052705 Sec. 122.054. NONRESIDENT DECEDENT
27062706 Sec. 122.055. FILING DEADLINE
27072707 Sec. 122.056. NOTICE
27082708 [Sections 122.057-122.100 reserved for expansion]
27092709 SUBCHAPTER C. EFFECT OF DISCLAIMER
27102710 Sec. 122.101. EFFECT
27112711 Sec. 122.102. INEFFECTIVE DISCLAIMER
27122712 Sec. 122.103. SUBSEQUENT DISCLAIMER
27132713 Sec. 122.104. DISCLAIMER AFTER ACCEPTANCE
27142714 Sec. 122.105. INTEREST IN TRUST PROPERTY
27152715 Sec. 122.106. INTEREST IN SECURITIES
27162716 [Sections 122.107-122.150 reserved for expansion]
27172717 SUBCHAPTER D. PARTIAL DISCLAIMER
27182718 Sec. 122.151. PARTIAL DISCLAIMER
27192719 Sec. 122.152. EFFECT OF PARTIAL DISCLAIMER
27202720 Sec. 122.153. PARTIAL DISCLAIMER BY SPOUSE
27212721 [Sections 122.154-122.200 reserved for expansion]
27222722 SUBCHAPTER E. ASSIGNMENT OF INTEREST
27232723 Sec. 122.201. ASSIGNMENT
27242724 Sec. 122.202. FILING OF ASSIGNMENT
27252725 Sec. 122.203. NOTICE
27262726 Sec. 122.204. FAILURE TO COMPLY
27272727 Sec. 122.205. GIFT
27282728 Sec. 122.206. SPENDTHRIFT PROVISION
27292729 CHAPTER 122. DISCLAIMERS AND ASSIGNMENTS
27302730 SUBCHAPTER A. GENERAL PROVISIONS RELATING TO DISCLAIMER
27312731 Sec. 122.001. DEFINITIONS. In this chapter, other than
27322732 Subchapter E:
27332733 (1) "Beneficiary" includes a person who would have
27342734 been entitled, if the person had not made a disclaimer, to receive
27352735 property as a result of the death of another person:
27362736 (A) by inheritance;
27372737 (B) under a will;
27382738 (C) by an agreement between spouses for community
27392739 property with a right of survivorship;
27402740 (D) by a joint tenancy with a right of
27412741 survivorship;
27422742 (E) by a survivorship agreement, account, or
27432743 interest in which the interest of the decedent passes to a surviving
27442744 beneficiary;
27452745 (F) by an insurance, annuity, endowment,
27462746 employment, deferred compensation, or other contract or
27472747 arrangement; or
27482748 (G) under a pension, profit sharing, thrift,
27492749 stock bonus, life insurance, survivor income, incentive, or other
27502750 plan or program providing retirement, welfare, or fringe benefits
27512751 with respect to an employee or a self-employed individual.
27522752 (2) "Disclaimer" includes renunciation.
27532753 (3) "Property" includes all legal and equitable
27542754 interests, powers, and property, present or future, vested or
27552755 contingent, and beneficial or burdensome, in whole or in part.
27562756 (Tex. Prob. Code, Sec. 37A(e).)
27572757 Sec. 122.002. WHO MAY DISCLAIM. (a) A person who may be
27582758 entitled to receive property as a beneficiary who on or after
27592759 September 1, 1977, intends to irrevocably disclaim all or any part
27602760 of the property shall evidence the disclaimer as provided by this
27612761 chapter.
27622762 (b) Subject to Subsection (c), the legally authorized
27632763 representative of a person who may be entitled to receive property
27642764 as a beneficiary who on or after September 1, 1977, intends to
27652765 irrevocably disclaim all or any part of the property on the
27662766 beneficiary's behalf shall evidence the disclaimer as provided by
27672767 this chapter.
27682768 (c) A disclaimer made by a legally authorized
27692769 representative described by Subsection (d)(1), (2), or (3), other
27702770 than an independent executor, must be made with prior court
27712771 approval of the court that has or would have jurisdiction over the
27722772 legally authorized representative. A disclaimer made by an
27732773 independent executor on behalf of a decedent may be made without
27742774 prior court approval.
27752775 (d) In this section, "legally authorized representative"
27762776 means:
27772777 (1) a guardian if the person entitled to receive the
27782778 property as a beneficiary is an incapacitated person;
27792779 (2) a guardian ad litem if the person entitled to
27802780 receive the property as a beneficiary is an unborn or unascertained
27812781 person;
27822782 (3) a personal representative, including an
27832783 independent executor, if the person entitled to receive the
27842784 property as a beneficiary is a decedent; or
27852785 (4) an attorney in fact or agent appointed under a
27862786 durable power of attorney authorizing disclaimers if the person
27872787 entitled to receive the property as a beneficiary executed the
27882788 power of attorney as a principal. (Tex. Prob. Code, Sec. 37A(a).)
27892789 Sec. 122.003. EFFECTIVE DATE; CREDITORS' CLAIMS. (a) A
27902790 disclaimer evidenced as provided by this chapter is effective for
27912791 all purposes as of the date of the decedent's death.
27922792 (b) Property disclaimed in accordance with this chapter is
27932793 not subject to the claims of a creditor of the disclaimant. (Tex.
27942794 Prob. Code, Sec. 37A(b).)
27952795 Sec. 122.004. DISCLAIMER IRREVOCABLE. A disclaimer that is
27962796 filed and served as provided by this chapter is irrevocable. (Tex.
27972797 Prob. Code, Sec. 37A(k).)
27982798 Sec. 122.005. POWER TO PROVIDE METHOD OF DISCLAIMER. A
27992799 will, insurance policy, employee benefit agreement, or other
28002800 instrument may provide for the making of a disclaimer by a
28012801 beneficiary of an interest receivable under that instrument and for
28022802 the disposition of disclaimed property in a manner different than
28032803 provided by this chapter. (Tex. Prob. Code, Sec. 37A(j).)
28042804 [Sections 122.006-122.050 reserved for expansion]
28052805 SUBCHAPTER B. FORM, FILING, AND NOTICE OF DISCLAIMER
28062806 Sec. 122.051. FORM. A disclaimer of property receivable by
28072807 a beneficiary must be evidenced by written memorandum acknowledged
28082808 before:
28092809 (1) a notary public; or
28102810 (2) another person authorized to take acknowledgments
28112811 of conveyances of real estate. (Tex. Prob. Code, Sec. 37A(g).)
28122812 Sec. 122.052. FILING IN PROBATE COURT. Except as provided
28132813 by Sections 122.053 and 122.054, the written memorandum of
28142814 disclaimer must be filed in the probate court in which:
28152815 (1) the decedent's will has been probated;
28162816 (2) proceedings have commenced for the administration
28172817 of the decedent's estate; or
28182818 (3) an application has been filed for probate of the
28192819 decedent's will or administration of the decedent's estate. (Tex.
28202820 Prob. Code, Sec. 37A(h) (part).)
28212821 Sec. 122.053. FILING IN COUNTY OF DECEDENT'S RESIDENCE.
28222822 The written memorandum of disclaimer must be filed with the county
28232823 clerk of the county of the decedent's residence on the date of the
28242824 decedent's death if:
28252825 (1) the administration of the decedent's estate is
28262826 closed;
28272827 (2) one year has expired since the date letters
28282828 testamentary were issued in an independent administration;
28292829 (3) a will of the decedent has not been probated or
28302830 filed for probate;
28312831 (4) administration of the decedent's estate has not
28322832 commenced; or
28332833 (5) an application for administration of the
28342834 decedent's estate has not been filed. (Tex. Prob. Code, Sec. 37A(h)
28352835 (part).)
28362836 Sec. 122.054. NONRESIDENT DECEDENT. If the decedent is not
28372837 a resident of this state on the date of the decedent's death and the
28382838 disclaimer is of real property that is located in this state, the
28392839 written memorandum of disclaimer must be:
28402840 (1) filed with the county clerk of the county in which
28412841 the real property is located; and
28422842 (2) recorded by the county clerk in the deed records of
28432843 that county. (Tex. Prob. Code, Sec. 37A(h) (part).)
28442844 Sec. 122.055. FILING DEADLINE. (a) Except as provided by
28452845 Subsection (c), a written memorandum of disclaimer of a present
28462846 interest must be filed not later than nine months after the date of
28472847 the decedent's death.
28482848 (b) Except as provided by Subsection (c), a written
28492849 memorandum of disclaimer of a future interest may be filed not later
28502850 than nine months after the date of the event determining that the
28512851 taker of the property or interest is finally ascertained and the
28522852 taker's interest is indefeasibly vested.
28532853 (c) If the beneficiary is a charitable organization or a
28542854 governmental agency of the state, a written memorandum of
28552855 disclaimer of a present or future interest must be filed not later
28562856 than the later of:
28572857 (1) the first anniversary of the date the beneficiary
28582858 receives the notice required by Subchapter A, Chapter 308; or
28592859 (2) the expiration of the six-month period following
28602860 the date the personal representative files the inventory,
28612861 appraisement, and list of claims due or owing to the estate. (Tex.
28622862 Prob. Code, Sec. 37A(h) (part).)
28632863 Sec. 122.056. NOTICE. (a) Except as provided by Subsection
28642864 (b), a copy of the written memorandum of disclaimer shall be
28652865 delivered in person to, or mailed by registered or certified mail to
28662866 and received by, the legal representative of the transferor of the
28672867 interest or the holder of legal title to the property to which the
28682868 disclaimer relates not later than nine months after:
28692869 (1) the date of the decedent's death; or
28702870 (2) if the interest is a future interest, the date the
28712871 person who will receive the property or interest is finally
28722872 ascertained and the person's interest is indefeasibly vested.
28732873 (b) If the beneficiary is a charitable organization or a
28742874 governmental agency of this state, notice of a disclaimer required
28752875 by Subsection (a) must be filed not later than the later of:
28762876 (1) the first anniversary of the date the beneficiary
28772877 receives the notice required by Subchapter A, Chapter 308; or
28782878 (2) the expiration of the six-month period following
28792879 the date the personal representative files the inventory,
28802880 appraisement, and list of claims due or owing to the estate. (Tex.
28812881 Prob. Code, Sec. 37A(i).)
28822882 [Sections 122.057-122.100 reserved for expansion]
28832883 SUBCHAPTER C. EFFECT OF DISCLAIMER
28842884 Sec. 122.101. EFFECT. Unless the decedent's will provides
28852885 otherwise:
28862886 (1) property subject to a disclaimer passes as if the
28872887 person disclaiming or on whose behalf a disclaimer is made had
28882888 predeceased the decedent; and
28892889 (2) a future interest that would otherwise take effect
28902890 in possession or enjoyment after the termination of the estate or
28912891 interest that is disclaimed takes effect as if the disclaiming
28922892 beneficiary had predeceased the decedent. (Tex. Prob. Code, Sec.
28932893 37A(c).)
28942894 Sec. 122.102. INEFFECTIVE DISCLAIMER. (a) Except as
28952895 provided by Subsection (b), a disclaimer that does not comply with
28962896 this chapter is ineffective.
28972897 (b) A disclaimer otherwise ineffective under Subsection (a)
28982898 is effective as an assignment of the disclaimed property to those
28992899 who would have received the property had the person attempting the
29002900 disclaimer died before the decedent. (Tex. Prob. Code, Sec.
29012901 37A(d).)
29022902 Sec. 122.103. SUBSEQUENT DISCLAIMER. This chapter does not
29032903 prevent a person who is entitled to property as the result of a
29042904 disclaimer from subsequently disclaiming the property. (Tex. Prob.
29052905 Code, Sec. 37A(f).)
29062906 Sec. 122.104. DISCLAIMER AFTER ACCEPTANCE. A disclaimer is
29072907 not effective if the person making the disclaimer has previously
29082908 accepted the property by taking possession or exercising dominion
29092909 and control of the property as a beneficiary. (Tex. Prob. Code,
29102910 Sec. 37A(n).)
29112911 Sec. 122.105. INTEREST IN TRUST PROPERTY. A beneficiary
29122912 who accepts an interest in a trust is not considered to have a
29132913 direct or indirect interest in trust property that relates to a
29142914 licensed or permitted business and over which the beneficiary
29152915 exercises no control. (Tex. Prob. Code, Sec. 37A(o) (part).)
29162916 Sec. 122.106. INTEREST IN SECURITIES. Direct or indirect
29172917 beneficial ownership of not more than five percent of any class of
29182918 equity securities that is registered under the Securities Exchange
29192919 Act of 1934 (15 U.S.C. Section 78a et seq.) is not considered an
29202920 ownership interest in the business of the issuer of the securities
29212921 within the meaning of any statute, pursuant thereto. (Tex. Prob.
29222922 Code, Sec. 37A(o) (part).)
29232923 [Sections 122.107-122.150 reserved for expansion]
29242924 SUBCHAPTER D. PARTIAL DISCLAIMER
29252925 Sec. 122.151. PARTIAL DISCLAIMER. A person who may be
29262926 entitled to receive property as a beneficiary may wholly or partly
29272927 disclaim the property, including:
29282928 (1) specific powers of invasion;
29292929 (2) powers of appointment; and
29302930 (3) fee estate in favor of life estates. (Tex. Prob.
29312931 Code, Sec. 37A(l) (part).)
29322932 Sec. 122.152. EFFECT OF PARTIAL DISCLAIMER. A partial
29332933 disclaimer in accordance with this chapter is effective whether the
29342934 property disclaimed constitutes a portion of a single, aggregate
29352935 gift or constitutes part or all of a separate, independent gift,
29362936 except that:
29372937 (1) a partial disclaimer is effective only with
29382938 respect to property expressly described or referred to by category
29392939 in the disclaimer; and
29402940 (2) a partial disclaimer of property subject to a
29412941 burdensome interest created by the decedent's will is not effective
29422942 unless the property constitutes a gift separate and distinct from
29432943 undisclaimed gifts. (Tex. Prob. Code, Sec. 37A(l) (part).)
29442944 Sec. 122.153. PARTIAL DISCLAIMER BY SPOUSE. A disclaimer
29452945 by the decedent's surviving spouse of a transfer by the decedent is
29462946 not a disclaimer by the surviving spouse of all or any part of any
29472947 other transfer from the decedent to or for the benefit of the
29482948 surviving spouse, regardless of whether the property or interest
29492949 that would have passed under the disclaimed transfer passes because
29502950 of the disclaimer to or for the benefit of the surviving spouse by
29512951 the other transfer. (Tex. Prob. Code, Sec. 37A(m).)
29522952 [Sections 122.154-122.200 reserved for expansion]
29532953 SUBCHAPTER E. ASSIGNMENT OF INTEREST
29542954 Sec. 122.201. ASSIGNMENT. A person who is entitled to
29552955 receive property or an interest in property from a decedent under a
29562956 will, by inheritance, or as a beneficiary under a life insurance
29572957 contract, and does not disclaim the property under this chapter may
29582958 assign the property or interest in property to any person. (Tex.
29592959 Prob. Code, Sec. 37B(a).)
29602960 Sec. 122.202. FILING OF ASSIGNMENT. An assignment may, at
29612961 the request of the assignor, be filed as provided for the filing of
29622962 a disclaimer under Subchapter B. (Tex. Prob. Code, Sec. 37B(b)
29632963 (part).)
29642964 Sec. 122.203. NOTICE. Notice of the filing of an assignment
29652965 as provided by Section 122.202 must be served as required by Section
29662966 122.056 for notice of a disclaimer. (Tex. Prob. Code, Sec. 37B(b)
29672967 (part).)
29682968 Sec. 122.204. FAILURE TO COMPLY. Failure to comply with
29692969 Subchapters A, B, C, and D does not affect an assignment. (Tex.
29702970 Prob. Code, Sec. 37B(c).)
29712971 Sec. 122.205. GIFT. An assignment under this subchapter is
29722972 a gift to the assignee and is not a disclaimer under Subchapters A,
29732973 B, C, and D. (Tex. Prob. Code, Sec. 37B(d).)
29742974 Sec. 122.206. SPENDTHRIFT PROVISION. An assignment of
29752975 property or interest that would defeat a spendthrift provision
29762976 imposed in a trust may not be made under this subchapter. (Tex.
29772977 Prob. Code, Sec. 37B(e).)
29782978 CHAPTER 123. DISSOLUTION OF MARRIAGE
29792979 SUBCHAPTER A. EFFECT OF DISSOLUTION OF MARRIAGE ON WILL
29802980 Sec. 123.001. WILL PROVISIONS MADE BEFORE DISSOLUTION
29812981 OF MARRIAGE
29822982 Sec. 123.002. TREATMENT OF DECEDENT'S FORMER SPOUSE
29832983 [Sections 123.003-123.050 reserved for expansion]
29842984 SUBCHAPTER B. EFFECT OF DISSOLUTION OF MARRIAGE ON CERTAIN NONTESTAMENTARY TRANSFERS
29852985 NONTESTAMENTARY TRANSFERS
29862986 Sec. 123.051. DEFINITIONS
29872987 Sec. 123.052. REVOCATION OF CERTAIN NONTESTAMENTARY
29882988 OR PLANS
29892989 Sec. 123.053. EFFECT OF REVOCATION
29902990 Sec. 123.054. LIABILITY OF CERTAIN PURCHASERS OR
29912991 BENEFITS, OR PROPERTY
29922992 Sec. 123.055. LIABILITY OF FORMER SPOUSE FOR CERTAIN
29932993 PAYMENTS, BENEFITS, OR PROPERTY
29942994 [Sections 123.056-123.100 reserved for expansion]
29952995 SUBCHAPTER C. CERTAIN MARRIAGES VOIDABLE AFTER DEATH
29962996 Sec. 123.101. PROCEEDING TO VOID MARRIAGE BASED ON
29972997 DEATH
29982998 Sec. 123.102. APPLICATION TO VOID MARRIAGE AFTER DEATH
29992999 Sec. 123.103. ACTION ON APPLICATION TO VOID MARRIAGE
30003000 AFTER DEATH
30013001 Sec. 123.104. EFFECT OF VOIDED MARRIAGE
30023002 CHAPTER 123. DISSOLUTION OF MARRIAGE
30033003 SUBCHAPTER A. EFFECT OF DISSOLUTION OF MARRIAGE ON WILL
30043004 Sec. 123.001. WILL PROVISIONS MADE BEFORE DISSOLUTION OF
30053005 MARRIAGE. (a) In this section, "relative" means an individual
30063006 related to another individual by:
30073007 (1) consanguinity, as determined under Section
30083008 573.022, Government Code; or
30093009 (2) affinity, as determined under Section 573.024,
30103010 Government Code.
30113011 (b) If, after the testator makes a will, the testator's
30123012 marriage is dissolved by divorce, annulment, or a declaration that
30133013 the marriage is void, all provisions in the will, including all
30143014 fiduciary appointments, shall be read as if the former spouse and
30153015 each relative of the former spouse who is not a relative of the
30163016 testator failed to survive the testator, unless the will expressly
30173017 provides otherwise. (Tex. Prob. Code, Secs. 69(a), (b).)
30183018 Sec. 123.002. TREATMENT OF DECEDENT'S FORMER SPOUSE. A
30193019 person is not a surviving spouse of a decedent if the person's
30203020 marriage to the decedent has been dissolved by divorce, annulment,
30213021 or a declaration that the marriage is void, unless:
30223022 (1) as the result of a subsequent marriage, the person
30233023 is married to the decedent at the time of death; and
30243024 (2) the subsequent marriage is not declared void under
30253025 Subchapter C. (Tex. Prob. Code, Sec. 69(c).)
30263026 [Sections 123.003-123.050 reserved for expansion]
30273027 SUBCHAPTER B. EFFECT OF DISSOLUTION OF MARRIAGE ON CERTAIN
30283028 NONTESTAMENTARY TRANSFERS
30293029 Sec. 123.051. DEFINITIONS. In this subchapter:
30303030 (1) "Disposition or appointment of property" includes
30313031 a transfer of property to or a provision of another benefit to a
30323032 beneficiary under a trust instrument.
30333033 (2) "Divorced individual" means an individual whose
30343034 marriage has been dissolved by divorce or annulment.
30353035 (3) "Revocable," with respect to a disposition,
30363036 appointment, provision, or nomination, means a disposition to,
30373037 appointment of, provision in favor of, or nomination of an
30383038 individual's spouse that is contained in a trust instrument
30393039 executed by the individual before the dissolution of the
30403040 individual's marriage to the spouse and that the individual was
30413041 solely empowered by law or by the trust instrument to revoke
30423042 regardless of whether the individual had the capacity to exercise
30433043 the power at that time. (Tex. Prob. Code, Sec. 471.)
30443044 Sec. 123.052. REVOCATION OF CERTAIN NONTESTAMENTARY
30453045 TRANSFERS; TREATMENT OF FORMER SPOUSE AS BENEFICIARY UNDER CERTAIN
30463046 POLICIES OR PLANS. (a) The dissolution of the marriage revokes a
30473047 provision in a trust instrument that was executed by a divorced
30483048 individual before the individual's marriage was dissolved and that:
30493049 (1) is a revocable disposition or appointment of
30503050 property made to the individual's former spouse;
30513051 (2) confers a general or special power of appointment
30523052 on the individual's former spouse; or
30533053 (3) nominates the individual's former spouse to serve:
30543054 (A) as a personal representative, trustee,
30553055 conservator, agent, or guardian; or
30563056 (B) in another fiduciary or representative
30573057 capacity.
30583058 (b) Subsection (a) does not apply if one of the following
30593059 provides otherwise:
30603060 (1) a court order;
30613061 (2) the express terms of a trust instrument executed
30623062 by the divorced individual before the individual's marriage was
30633063 dissolved; or
30643064 (3) an express provision of a contract relating to the
30653065 division of the marital estate entered into between the divorced
30663066 individual and the individual's former spouse before, during, or
30673067 after the marriage.
30683068 (c) Sections 9.301 and 9.302, Family Code, govern the
30693069 designation of a former spouse as a beneficiary of certain life
30703070 insurance policies or as a beneficiary under certain retirement
30713071 benefit plans or other financial plans. (Tex. Prob. Code, Sec.
30723072 472(a); New.)
30733073 Sec. 123.053. EFFECT OF REVOCATION. (a) An interest granted
30743074 in a provision of a trust instrument that is revoked under Section
30753075 123.052(a)(1) or (2) passes as if the former spouse of the divorced
30763076 individual who executed the trust instrument disclaimed the
30773077 interest granted in the provision.
30783078 (b) An interest granted in a provision of a trust instrument
30793079 that is revoked under Section 123.052(a)(3) passes as if the former
30803080 spouse died immediately before the dissolution of the marriage.
30813081 (Tex. Prob. Code, Sec. 472(b).)
30823082 Sec. 123.054. LIABILITY OF CERTAIN PURCHASERS OR RECIPIENTS
30833083 OF CERTAIN PAYMENTS, BENEFITS, OR PROPERTY. A bona fide purchaser
30843084 of property from a divorced individual's former spouse or a person
30853085 who receives from the former spouse a payment, benefit, or property
30863086 in partial or full satisfaction of an enforceable obligation:
30873087 (1) is not required by this subchapter to return the
30883088 payment, benefit, or property; and
30893089 (2) is not liable under this subchapter for the amount
30903090 of the payment or the value of the property or benefit. (Tex. Prob.
30913091 Code, Sec. 473(a).)
30923092 Sec. 123.055. LIABILITY OF FORMER SPOUSE FOR CERTAIN
30933093 PAYMENTS, BENEFITS, OR PROPERTY. A divorced individual's former
30943094 spouse who, not for value, receives a payment, benefit, or property
30953095 to which the former spouse is not entitled as a result of Sections
30963096 123.052(a) and (b):
30973097 (1) shall return the payment, benefit, or property to
30983098 the person who is entitled to the payment, benefit, or property
30993099 under this subchapter; or
31003100 (2) is personally liable to the person described by
31013101 Subdivision (1) for the amount of the payment or the value of the
31023102 benefit or property received, as applicable. (Tex. Prob. Code,
31033103 Sec. 473(b).)
31043104 [Sections 123.056-123.100 reserved for expansion]
31053105 SUBCHAPTER C. CERTAIN MARRIAGES VOIDABLE AFTER DEATH
31063106 Sec. 123.101. PROCEEDING TO VOID MARRIAGE BASED ON MENTAL
31073107 CAPACITY PENDING AT TIME OF DEATH. (a) If a proceeding under Chapter
31083108 6, Family Code, to declare a marriage void based on the lack of
31093109 mental capacity of one of the parties to the marriage is pending on
31103110 the date of death of one of those parties, or if a guardianship
31113111 proceeding in which a court is requested under Chapter 6, Family
31123112 Code, to declare a ward's or proposed ward's marriage void based on
31133113 the lack of mental capacity of the ward or proposed ward is pending
31143114 on the date of the ward's or proposed ward's death, the court may
31153115 make the determination and declare the marriage void after the
31163116 decedent's death.
31173117 (b) In making a determination described by Subsection (a),
31183118 the court shall apply the standards for an annulment prescribed by
31193119 Section 6.108(a), Family Code. (Tex. Prob. Code, Sec. 47A(a).)
31203120 Sec. 123.102. APPLICATION TO VOID MARRIAGE AFTER DEATH. (a)
31213121 Subject to Subsection (c), if a proceeding described by Section
31223122 123.101(a) is not pending on the date of a decedent's death, an
31233123 interested person may file an application with the court requesting
31243124 that the court void the marriage of the decedent if:
31253125 (1) on the date of the decedent's death, the decedent
31263126 was married; and
31273127 (2) that marriage commenced not earlier than three
31283128 years before the date of the decedent's death.
31293129 (b) The notice applicable to a proceeding for a declaratory
31303130 judgment under Chapter 37, Civil Practice and Remedies Code,
31313131 applies to a proceeding under Subsection (a).
31323132 (c) An application authorized by Subsection (a) may not be
31333133 filed after the first anniversary of the date of the decedent's
31343134 death. (Tex. Prob. Code, Secs. 47A(b), (c).)
31353135 Sec. 123.103. ACTION ON APPLICATION TO VOID MARRIAGE AFTER
31363136 DEATH. (a) Except as provided by Subsection (b), in a proceeding
31373137 brought under Section 123.102, the court shall declare the
31383138 decedent's marriage void if the court finds that, on the date the
31393139 marriage occurred, the decedent did not have the mental capacity
31403140 to:
31413141 (1) consent to the marriage; and
31423142 (2) understand the nature of the marriage ceremony, if
31433143 a ceremony occurred.
31443144 (b) A court that makes a finding described by Subsection (a)
31453145 may not declare the decedent's marriage void if the court finds
31463146 that, after the date the marriage occurred, the decedent:
31473147 (1) gained the mental capacity to recognize the
31483148 marriage relationship; and
31493149 (2) did recognize the marriage relationship. (Tex.
31503150 Prob. Code, Secs. 47A(d), (e).)
31513151 Sec. 123.104. EFFECT OF VOIDED MARRIAGE. If the court
31523152 declares a decedent's marriage void in a proceeding described by
31533153 Section 123.101(a) or brought under Section 123.102, the other
31543154 party to the marriage is not considered the decedent's surviving
31553155 spouse for purposes of any law of this state. (Tex. Prob. Code, Sec.
31563156 47A(f).)
31573157 CHAPTER 124. VALUATION AND TAXATION OF ESTATE PROPERTY
31583158 SUBCHAPTER A. APPORTIONMENT OF TAXES
31593159 Sec. 124.001. DEFINITIONS
31603160 Sec. 124.002. REFERENCES TO INTERNAL REVENUE CODE
31613161 Sec. 124.003. APPORTIONMENT DIRECTED BY FEDERAL LAW
31623162 Sec. 124.004. EFFECT OF DISCLAIMERS
31633163 Sec. 124.005. GENERAL APPORTIONMENT OF ESTATE TAX;
31643164 EXCEPTIONS
31653165 Sec. 124.006. EFFECT OF TAX DEDUCTIONS, EXEMPTIONS, OR
31663166 CREDITS
31673167 Sec. 124.007. EXCLUSION OF CERTAIN PROPERTY FROM
31683168 APPORTIONMENT
31693169 Sec. 124.008. EXCLUSION OF CERTAIN TEMPORARY
31703170 INTERESTS FROM APPORTIONMENT
31713171 Sec. 124.009. QUALIFIED REAL PROPERTY
31723172 Sec. 124.010. EFFECT OF EXTENSION OR DEFICIENCY IN
31733173 REPRESENTATIVE
31743174 Sec. 124.011. APPORTIONMENT OF INTEREST AND PENALTIES
31753175 Sec. 124.012. APPORTIONMENT OF REPRESENTATIVE'S
31763176 EXPENSES
31773177 Sec. 124.013. WITHHOLDING OF ESTATE TAX SHARE BY
31783178 REPRESENTATIVE
31793179 Sec. 124.014. RECOVERY OF ESTATE TAX SHARE NOT
31803180 WITHHELD
31813181 Sec. 124.015. RECOVERY OF UNPAID ESTATE TAX;
31823182 REIMBURSEMENT
31833183 Sec. 124.016. TIME TO INITIATE ACTIONS TO RECOVER
31843184 UNPAID ESTATE TAX
31853185 Sec. 124.017. TAX OR DEATH DUTY PAYABLE TO ANOTHER
31863186 STATE
31873187 Sec. 124.018. PAYMENT OF EXPENSES AND ATTORNEY'S FEES
31883188 [Sections 124.019-124.050 reserved for expansion]
31893189 SUBCHAPTER B. SATISFACTION OF CERTAIN PECUNIARY GIFTS
31903190 Sec. 124.051. VALUATION OF PROPERTY DISTRIBUTED IN
31913191 KIND IN SATISFACTION OF PECUNIARY GIFT
31923192 Sec. 124.052. SATISFACTION OF MARITAL DEDUCTION
31933193 PECUNIARY GIFTS WITH ASSETS IN KIND
31943194 CHAPTER 124. VALUATION AND TAXATION OF ESTATE PROPERTY
31953195 SUBCHAPTER A. APPORTIONMENT OF TAXES
31963196 Sec. 124.001. DEFINITIONS. In this subchapter:
31973197 (1) "Court" means:
31983198 (A) a court in which proceedings for
31993199 administration of an estate are pending or have been completed; or
32003200 (B) if no proceedings are pending or have been
32013201 completed, a court in which venue lies for the administration of an
32023202 estate.
32033203 (2) "Estate" means the gross estate of a decedent as
32043204 determined for the purpose of estate taxes.
32053205 (3) "Estate tax" means any estate, inheritance, or
32063206 death tax levied or assessed on the property of a decedent's estate
32073207 because of the death of a person and imposed by federal, state,
32083208 local, or foreign law, including the federal estate tax and the
32093209 inheritance tax imposed by Chapter 211, Tax Code, and including
32103210 interest and penalties imposed in addition to those taxes. The term
32113211 does not include a tax imposed under Section 2701(d)(1)(A),
32123212 Internal Revenue Code of 1986 (26 U.S.C. Section 2701(d)).
32133213 (4) "Person" includes a trust, natural person,
32143214 partnership, association, joint stock company, corporation,
32153215 government, political subdivision, or governmental agency.
32163216 (5) "Person interested in the estate" means a person,
32173217 or a fiduciary on behalf of that person, who is entitled to receive
32183218 or who has received, from a decedent or because of the death of the
32193219 decedent, property included in the decedent's estate for purposes
32203220 of the estate tax. The term does not include a creditor of the
32213221 decedent or of the decedent's estate.
32223222 (6) "Representative" means the representative,
32233223 executor, or administrator of an estate, or any other person who is
32243224 required to pay estate taxes assessed against the estate. (Tex.
32253225 Prob. Code, Secs. 322A(a), (s).)
32263226 Sec. 124.002. REFERENCES TO INTERNAL REVENUE CODE. A
32273227 reference in this subchapter to a section of the Internal Revenue
32283228 Code of 1986 refers to that section as it exists at the time in
32293229 question. The reference also includes a corresponding section of a
32303230 subsequent Internal Revenue Code and, if the referenced section is
32313231 renumbered, the section as renumbered. (Tex. Prob. Code, Sec.
32323232 322A(x).)
32333233 Sec. 124.003. APPORTIONMENT DIRECTED BY FEDERAL LAW. If
32343234 federal law directs the apportionment of the federal estate tax, a
32353235 similar state tax shall be apportioned in the same manner. (Tex.
32363236 Prob. Code, Sec. 322A(l).)
32373237 Sec. 124.004. EFFECT OF DISCLAIMERS. This subchapter shall
32383238 be applied after giving effect to any disclaimers made in
32393239 accordance with Subchapters A, B, C, and D, Chapter 122. (Tex.
32403240 Prob. Code, Sec. 322A(p).)
32413241 Sec. 124.005. GENERAL APPORTIONMENT OF ESTATE TAX;
32423242 EXCEPTIONS. (a) A representative shall charge each person
32433243 interested in the estate a portion of the total estate tax assessed
32443244 against the estate. The portion charged to each person must
32453245 represent the same ratio as the taxable value of that person's
32463246 interest in the estate included in determining the amount of the tax
32473247 bears to the total taxable value of all the interests of all persons
32483248 interested in the estate included in determining the amount of the
32493249 tax. In apportioning an estate tax under this subsection, the
32503250 representative shall disregard a portion of the tax that is:
32513251 (1) apportioned under the law imposing the tax;
32523252 (2) otherwise apportioned by federal law; or
32533253 (3) apportioned as otherwise provided by this
32543254 subchapter.
32553255 (b) Subsection (a) does not apply to the extent the
32563256 decedent, in a written inter vivos or testamentary instrument
32573257 disposing of or creating an interest in property, specifically
32583258 directs the manner of apportionment of estate tax or grants a
32593259 discretionary power of apportionment to another person. A
32603260 direction for the apportionment or nonapportionment of estate tax
32613261 is limited to the estate tax on the property passing under the
32623262 instrument unless the instrument is a will that provides otherwise.
32633263 (c) If directions under Subsection (b) for the
32643264 apportionment of an estate tax are provided in two or more
32653265 instruments executed by the same person and the directions in those
32663266 instruments conflict, the instrument disposing of or creating an
32673267 interest in the property to be taxed controls. If directions for
32683268 the apportionment of estate tax are provided in two or more
32693269 instruments executed by different persons and the directions in
32703270 those instruments conflict, the direction of the person in whose
32713271 estate the property is included controls.
32723272 (d) Subsections (b) and (c) do not:
32733273 (1) grant or enlarge the power of a person to apportion
32743274 estate tax to property passing under an instrument created by
32753275 another person in excess of the estate tax attributable to the
32763276 property; or
32773277 (2) apply to the extent federal law directs a
32783278 different manner of apportionment. (Tex. Prob. Code, Sec. 322A(b).)
32793279 Sec. 124.006. EFFECT OF TAX DEDUCTIONS, EXEMPTIONS, OR
32803280 CREDITS. (a) A deduction, exemption, or credit allowed by law in
32813281 connection with the estate tax inures to a person interested in the
32823282 estate as provided by this section.
32833283 (b) If the deduction, exemption, or credit is allowed
32843284 because of the relationship of the person interested in the estate
32853285 to the decedent, or because of the purpose of the gift, the
32863286 deduction, exemption, or credit inures to the person having the
32873287 relationship or receiving the gift, unless that person's interest
32883288 in the estate is subject to a prior present interest that is not
32893289 allowable as a deduction. The estate tax apportionable to the
32903290 person having the present interest shall be paid from the corpus of
32913291 the gift or the interest of the person having the relationship.
32923292 (c) A deduction for property of the estate that was
32933293 previously taxed and a credit for gift taxes or death taxes of a
32943294 foreign country that were paid by the decedent or the decedent's
32953295 estate inure proportionally to all persons interested in the estate
32963296 who are liable for a share of the estate tax.
32973297 (d) A credit for inheritance, succession, or estate taxes,
32983298 or for similar taxes applicable to property or interests includable
32993299 in the estate, inures to the persons interested in the estate who
33003300 are chargeable with payment of a portion of those taxes to the
33013301 extent that the credit proportionately reduces those taxes. (Tex.
33023302 Prob. Code, Secs. 322A(c), (d), (e), (f).)
33033303 Sec. 124.007. EXCLUSION OF CERTAIN PROPERTY FROM
33043304 APPORTIONMENT. (a) To the extent that property passing to or in
33053305 trust for a surviving spouse or a charitable, public, or similar
33063306 gift or devise is not an allowable deduction for purposes of the
33073307 estate tax solely because of an inheritance tax or other death tax
33083308 imposed on and deductible from the property:
33093309 (1) the property is not included in the computation
33103310 provided for by Section 124.005; and
33113311 (2) no apportionment is made against the property.
33123312 (b) The exclusion provided by this section does not apply if
33133313 the result would be to deprive the estate of a deduction otherwise
33143314 allowable under Section 2053(d), Internal Revenue Code of 1986, for
33153315 a state death tax on a transfer for a public, charitable, or
33163316 religious use. (Tex. Prob. Code, Sec. 322A(g).)
33173317 Sec. 124.008. EXCLUSION OF CERTAIN TEMPORARY INTERESTS
33183318 FROM APPORTIONMENT. (a) Except as provided by Section 124.009(c),
33193319 the following temporary interests are not subject to apportionment:
33203320 (1) an interest in income;
33213321 (2) an estate for years or for life; or
33223322 (3) another temporary interest in any property or
33233323 fund.
33243324 (b) The estate tax apportionable to a temporary interest
33253325 described by Subsection (a) and the remainder, if any, is
33263326 chargeable against the corpus of the property or the funds that are
33273327 subject to the temporary interest and remainder. (Tex. Prob. Code,
33283328 Sec. 322A(h).)
33293329 Sec. 124.009. QUALIFIED REAL PROPERTY. (a) In this
33303330 section, "qualified real property" has the meaning assigned by
33313331 Section 2032A, Internal Revenue Code of 1986 (26 U.S.C. Section
33323332 2032A).
33333333 (b) If an election is made under Section 2032A, Internal
33343334 Revenue Code of 1986 (26 U.S.C. Section 2032A), the representative
33353335 shall apportion estate taxes according to the amount of federal
33363336 estate tax that would be payable if the election were not made. The
33373337 representative shall apply the amount of the reduction of the
33383338 estate tax resulting from the election to reduce the amount of the
33393339 estate tax allocated based on the value of the qualified real
33403340 property that is the subject of the election. If the amount of that
33413341 reduction is greater than the amount of the taxes allocated based on
33423342 the value of the qualified real property, the representative shall:
33433343 (1) apply the excess amount to the portion of the taxes
33443344 allocated for all other property; and
33453345 (2) apportion the amount described by Subdivision (1)
33463346 under Section 124.005(a).
33473347 (c) If additional federal estate tax is imposed under
33483348 Section 2032A(c), Internal Revenue Code of 1986 (26 U.S.C. Section
33493349 2032A), because of an early disposition or cessation of a qualified
33503350 use, the additional tax shall be equitably apportioned among the
33513351 persons who have an interest in the portion of the qualified real
33523352 property to which the additional tax is attributable in proportion
33533353 to their interests. The additional tax is a charge against that
33543354 qualified real property. If the qualified real property is split
33553355 between one or more life or term interests and remainder interests,
33563356 the additional tax shall be apportioned to each person whose action
33573357 or cessation of use caused the imposition of additional tax, unless
33583358 all persons with an interest in the qualified real property agree in
33593359 writing to dispose of the property, in which case the additional tax
33603360 shall be apportioned among the remainder interests. (Tex. Prob.
33613361 Code, Sec. 322A(i).)
33623362 Sec. 124.010. EFFECT OF EXTENSION OR DEFICIENCY IN PAYMENT
33633363 OF ESTATE TAXES; LIABILITY OF REPRESENTATIVE. (a) If the date for
33643364 the payment of any portion of an estate tax is extended:
33653365 (1) the amount of the extended tax shall be
33663366 apportioned to the persons who receive the specific property that
33673367 gives rise to the extension; and
33683368 (2) those persons are entitled to the benefits and
33693369 shall bear the burdens of the extension.
33703370 (b) Except as provided by Subsection (c), interest on an
33713371 extension of estate tax and interest and penalties on a deficiency
33723372 shall be apportioned equitably to reflect the benefits and burdens
33733373 of the extension or deficiency and of any tax deduction associated
33743374 with the interest and penalties.
33753375 (c) A representative shall be charged with the amount of any
33763376 penalty or interest that is assessed due to delay caused by the
33773377 representative's negligence. (Tex. Prob. Code, Secs. 322A(k),
33783378 (m).)
33793379 Sec. 124.011. APPORTIONMENT OF INTEREST AND PENALTIES. (a)
33803380 Interest and penalties assessed against an estate by a taxing
33813381 authority shall be apportioned among and charged to the persons
33823382 interested in the estate in the manner provided by Section 124.005
33833383 unless, on application by any person interested in the estate, the
33843384 court determines that:
33853385 (1) the proposed apportionment is not equitable; or
33863386 (2) the assessment of interest or penalties was caused
33873387 by a breach of fiduciary duty of a representative.
33883388 (b) If the apportionment is not equitable, the court may
33893389 apportion interest and penalties in an equitable manner.
33903390 (c) If the assessment of interest or penalties was caused by
33913391 a breach of fiduciary duty of a representative, the court may charge
33923392 the representative with the amount of the interest and penalties
33933393 assessed attributable to the representative's conduct. (Tex. Prob.
33943394 Code, Sec. 322A(q).)
33953395 Sec. 124.012. APPORTIONMENT OF REPRESENTATIVE'S EXPENSES.
33963396 (a) Expenses reasonably incurred by a representative in
33973397 determination of the amount, apportionment, or collection of the
33983398 estate tax shall be apportioned among and charged to persons
33993399 interested in the estate in the manner provided by Section 124.005
34003400 unless, on application by any person interested in the estate, the
34013401 court determines that the proposed apportionment is not equitable.
34023402 (b) If the court determines that the proposed apportionment
34033403 is not equitable, the court may apportion the expenses in an
34043404 equitable manner. (Tex. Prob. Code, Sec. 322A(r).)
34053405 Sec. 124.013. WITHHOLDING OF ESTATE TAX SHARE BY
34063406 REPRESENTATIVE. A representative who has possession of any estate
34073407 property that is distributable to a person interested in the estate
34083408 may withhold from that property an amount equal to the person's
34093409 apportioned share of the estate tax. (Tex. Prob. Code, Sec.
34103410 322A(t).)
34113411 Sec. 124.014. RECOVERY OF ESTATE TAX SHARE NOT WITHHELD.
34123412 (a) If property includable in an estate does not come into
34133413 possession of a representative obligated to pay the estate tax, the
34143414 representative shall:
34153415 (1) recover from each person interested in the estate
34163416 the amount of the estate tax apportioned to the person under this
34173417 subchapter; or
34183418 (2) assign to persons affected by the tax obligation
34193419 the representative's right of recovery.
34203420 (b) The obligation to recover a tax under Subsection (a)
34213421 does not apply if:
34223422 (1) the duty is waived by the parties affected by the
34233423 tax obligation or by the instrument under which the representative
34243424 derives powers; or
34253425 (2) in the reasonable judgment of the representative,
34263426 proceeding to recover the tax is not cost-effective. (Tex. Prob.
34273427 Code, Sec. 322A(n).)
34283428 Sec. 124.015. RECOVERY OF UNPAID ESTATE TAX; REIMBURSEMENT.
34293429 (a) A representative shall recover from any person interested in
34303430 the estate the unpaid amount of the estate tax apportioned and
34313431 charged to the person under this subchapter unless the
34323432 representative determines in good faith that an attempt to recover
34333433 the amount would be economically impractical.
34343434 (b) A representative who cannot collect from a person
34353435 interested in the estate an unpaid amount of estate tax apportioned
34363436 to that person shall apportion the amount not collected in the
34373437 manner provided by Section 124.005(a) among the other persons
34383438 interested in the estate who are subject to apportionment.
34393439 (c) A person who is charged with or who pays an apportioned
34403440 amount under Subsection (b) has a right of reimbursement for that
34413441 amount from the person who failed to pay the tax. The
34423442 representative may enforce the right of reimbursement, or the
34433443 person who is charged with or who pays an apportioned amount under
34443444 Subsection (b) may enforce the right of reimbursement directly by
34453445 an assignment from the representative. A person assigned the right
34463446 under this subsection is subrogated to the rights of the
34473447 representative.
34483448 (d) A representative who has a right of reimbursement may
34493449 petition a court to determine the right of reimbursement. (Tex.
34503450 Prob. Code, Secs. 322A(o), (u).)
34513451 Sec. 124.016. TIME TO INITIATE ACTIONS TO RECOVER UNPAID
34523452 ESTATE TAX. (a) A representative required to recover unpaid
34533453 amounts of estate tax apportioned to persons interested in the
34543454 estate under this subchapter may not be required to initiate the
34553455 necessary actions until the expiration of the 90th day after the
34563456 date of the final determination by the Internal Revenue Service of
34573457 the amount of the estate tax.
34583458 (b) A representative who initiates an action under this
34593459 subchapter within a reasonable time after the expiration of the
34603460 90-day period is not subject to any liability or surcharge because a
34613461 portion of the estate tax apportioned to a person interested in the
34623462 estate was collectible during a period after the death of the
34633463 decedent but thereafter became uncollectible. (Tex. Prob. Code,
34643464 Sec. 322A(v).)
34653465 Sec. 124.017. TAX OR DEATH DUTY PAYABLE TO ANOTHER STATE.
34663466 (a) A representative acting in another state may initiate an action
34673467 in a court of this state to recover from a person interested in the
34683468 estate who is domiciled in this state or owns property in this state
34693469 subject to attachment or execution, a proportionate amount of:
34703470 (1) the federal estate tax;
34713471 (2) an estate tax payable to another state; or
34723472 (3) a death duty due by a decedent's estate to another
34733473 state.
34743474 (b) In the action, a determination of apportionment by the
34753475 court having jurisdiction of the administration of the decedent's
34763476 estate in the other state is prima facie correct.
34773477 (c) This section applies only if the state in which the
34783478 determination of apportionment was made provides a substantially
34793479 similar remedy. (Tex. Prob. Code, Sec. 322A(w).)
34803480 Sec. 124.018. PAYMENT OF EXPENSES AND ATTORNEY'S FEES. The
34813481 court shall award necessary expenses, including reasonable
34823482 attorney's fees, to the prevailing party in an action initiated by a
34833483 person for the collection of estate taxes from a person interested
34843484 in the estate to whom estate taxes were apportioned and charged
34853485 under Section 124.005. (Tex. Prob. Code, Sec. 322A(y).)
34863486 [Sections 124.019-124.050 reserved for expansion]
34873487 SUBCHAPTER B. SATISFACTION OF CERTAIN PECUNIARY GIFTS
34883488 Sec. 124.051. VALUATION OF PROPERTY DISTRIBUTED IN KIND IN
34893489 SATISFACTION OF PECUNIARY GIFT. Unless the governing instrument
34903490 provides otherwise, if a will or trust contains a pecuniary devise
34913491 or transfer that may be satisfied by distributing assets in kind and
34923492 the executor, administrator, or trustee determines to fund the
34933493 devise or transfer by distributing assets in kind, the property
34943494 shall be valued, for the purpose of funding the devise or transfer,
34953495 at the value of the property on the date or dates of distribution.
34963496 (Tex. Prob. Code, Sec. 378A(b).)
34973497 Sec. 124.052. SATISFACTION OF MARITAL DEDUCTION PECUNIARY
34983498 GIFTS WITH ASSETS IN KIND. (a) This section applies to an
34993499 executor, administrator, or trustee authorized under the will or
35003500 trust of a decedent to satisfy a pecuniary devise or transfer in
35013501 trust in kind with assets at their value for federal estate tax
35023502 purposes, in satisfaction of a gift intended to qualify, or that
35033503 otherwise would qualify, for a United States estate tax marital
35043504 deduction.
35053505 (b) Unless the governing instrument provides otherwise, an
35063506 executor, administrator, or trustee, in order to implement a devise
35073507 or transfer described by Subsection (a), shall distribute assets,
35083508 including cash, fairly representative of appreciation or
35093509 depreciation in the value of all property available for
35103510 distribution in satisfaction of the devise or transfer. (Tex.
35113511 Prob. Code, Sec. 378A(a).)
35123512 [Chapters 125-150 reserved for expansion]
35133513 SUBTITLE D. PROCEEDINGS BEFORE ADMINISTRATION OF ESTATE
35143514 CHAPTER 151. EXAMINATION OF DOCUMENTS AND SAFE DEPOSIT BOXES
35153515 Sec. 151.001. EXAMINATION OF DOCUMENTS OR SAFE DEPOSIT
35163516 BOX WITH COURT ORDER
35173517 Sec. 151.002. DELIVERY OF DOCUMENT WITH COURT ORDER
35183518 Sec. 151.003. EXAMINATION OF DOCUMENT OR SAFE DEPOSIT
35193519 BOX WITHOUT COURT ORDER
35203520 Sec. 151.004. DELIVERY OF DOCUMENT WITHOUT COURT ORDER
35213521 Sec. 151.005. RESTRICTION ON REMOVAL OF CONTENTS OF
35223522 SAFE DEPOSIT BOX
35233523 CHAPTER 151. EXAMINATION OF DOCUMENTS AND SAFE DEPOSIT BOXES
35243524 Sec. 151.001. EXAMINATION OF DOCUMENTS OR SAFE DEPOSIT BOX
35253525 WITH COURT ORDER. (a) A judge of a court that has probate
35263526 jurisdiction of a decedent's estate may order a person to permit a
35273527 court representative named in the order to examine a decedent's
35283528 documents or safe deposit box if it is shown to the judge that:
35293529 (1) the person may possess or control the documents or
35303530 that the person leased the safe deposit box to the decedent; and
35313531 (2) the documents or safe deposit box may contain:
35323532 (A) a will of the decedent;
35333533 (B) a deed to a burial plot in which the decedent
35343534 is to be buried; or
35353535 (C) an insurance policy issued in the decedent's
35363536 name and payable to a beneficiary named in the policy.
35373537 (b) The court representative shall examine the decedent's
35383538 documents or safe deposit box in the presence of:
35393539 (1) the judge ordering the examination or an agent of
35403540 the judge; and
35413541 (2) the person who has possession or control of the
35423542 documents or who leased the safe deposit box or, if that person is a
35433543 corporation, an officer of the corporation or an agent of an
35443544 officer. (Tex. Prob. Code, Sec. 36B.)
35453545 Sec. 151.002. DELIVERY OF DOCUMENT WITH COURT ORDER. (a) A
35463546 judge who orders an examination of a decedent's documents or safe
35473547 deposit box under Section 151.001 may order the person who
35483548 possesses or controls the documents or who leases the safe deposit
35493549 box to permit the court representative to take possession of a
35503550 document described by Section 151.001(a)(2).
35513551 (b) The court representative shall deliver:
35523552 (1) a will to the clerk of a court that:
35533553 (A) has probate jurisdiction; and
35543554 (B) is located in the same county as the court of
35553555 the judge who ordered the examination under Section 151.001;
35563556 (2) a burial plot deed to the person designated by the
35573557 judge in the order for the examination; or
35583558 (3) an insurance policy to a beneficiary named in the
35593559 policy.
35603560 (c) A court clerk to whom a will is delivered under
35613561 Subsection (b) shall issue a receipt for the will to the court
35623562 representative. (Tex. Prob. Code, Sec. 36C.)
35633563 Sec. 151.003. EXAMINATION OF DOCUMENT OR SAFE DEPOSIT BOX
35643564 WITHOUT COURT ORDER. (a) A person who possesses or controls a
35653565 document delivered by a decedent for safekeeping or who leases a
35663566 safe deposit box to a decedent may permit examination of the
35673567 document or the contents of the safe deposit box by:
35683568 (1) the decedent's spouse;
35693569 (2) a parent of the decedent;
35703570 (3) a descendant of the decedent who is at least 18
35713571 years of age; or
35723572 (4) a person named as executor of the decedent's estate
35733573 in a copy of a document that the person has and that appears to be a
35743574 will of the decedent.
35753575 (b) An examination under Subsection (a) shall be conducted
35763576 in the presence of the person who possesses or controls the document
35773577 or who leases the safe deposit box or, if the person is a
35783578 corporation, an officer of the corporation. (Tex. Prob. Code, Sec.
35793579 36D.)
35803580 Sec. 151.004. DELIVERY OF DOCUMENT WITHOUT COURT ORDER.
35813581 (a) Subject to Subsection (c), a person who permits an examination
35823582 of a decedent's document or safe deposit box under Section 151.003
35833583 may deliver:
35843584 (1) a document appearing to be the decedent's will to:
35853585 (A) the clerk of a court that:
35863586 (i) has probate jurisdiction; and
35873587 (ii) is located in the county in which the
35883588 decedent resided; or
35893589 (B) a person named in the document as an executor
35903590 of the decedent's estate;
35913591 (2) a document appearing to be a deed to a burial plot
35923592 in which the decedent is to be buried, or appearing to give burial
35933593 instructions, to the person conducting the examination; or
35943594 (3) a document appearing to be an insurance policy on
35953595 the decedent's life to a beneficiary named in the policy.
35963596 (b) A person who has leased a safe deposit box to the
35973597 decedent shall keep a copy of a document delivered by the person
35983598 under Subsection (a)(1) until the fourth anniversary of the date of
35993599 delivery.
36003600 (c) A person may not deliver a document under Subsection (a)
36013601 unless the person examining the document:
36023602 (1) requests delivery of the document; and
36033603 (2) issues a receipt for the document to the person
36043604 delivering the document. (Tex. Prob. Code, Sec. 36E.)
36053605 Sec. 151.005. RESTRICTION ON REMOVAL OF CONTENTS OF SAFE
36063606 DEPOSIT BOX. A person may not remove the contents of a decedent's
36073607 safe deposit box except as provided by Section 151.002, Section
36083608 151.004, or another law. (Tex. Prob. Code, Sec. 36F.)
36093609 CHAPTER 152. EMERGENCY INTERVENTION
36103610 SUBCHAPTER A. EMERGENCY INTERVENTION APPLICATION
36113611 Sec. 152.001. APPLICATION AUTHORIZED
36123612 Sec. 152.002. CONTENTS OF APPLICATION
36133613 Sec. 152.003. ADDITIONAL CONTENTS OF APPLICATION:
36143614 FUNERAL AND REMAINS
36153615 Sec. 152.004. TIME AND PLACE OF FILING
36163616 [Sections 152.005-152.050 reserved for expansion]
36173617 SUBCHAPTER B. ORDER FOR EMERGENCY INTERVENTION
36183618 Sec. 152.051. ISSUANCE OF ORDER REGARDING FUNERAL AND
36193619 BURIAL EXPENSES
36203620 Sec. 152.052. ISSUANCE OF ORDER REGARDING ACCESS TO
36213621 CERTAIN PERSONAL PROPERTY
36223622 Sec. 152.053. DURATION OF ORDER
36233623 Sec. 152.054. CERTIFIED COPIES OF ORDER
36243624 Sec. 152.055. LIABILITY OF CERTAIN PERSONS IN
36253625 CONNECTION WITH ORDER
36263626 [Sections 152.056-152.100 reserved for expansion]
36273627 SUBCHAPTER C. LIMITATION ON RIGHT OF DECEDENT'S SURVIVING SPOUSE TO CONTROL DECEDENT'S BURIAL OR CREMATION
36283628 TO CONTROL DECEDENT'S BURIAL OR CREMATION
36293629 Sec. 152.101. APPLICATION AUTHORIZED
36303630 Sec. 152.102. HEARING; ISSUANCE OF ORDER
36313631 CHAPTER 152. EMERGENCY INTERVENTION
36323632 SUBCHAPTER A. EMERGENCY INTERVENTION APPLICATION
36333633 Sec. 152.001. APPLICATION AUTHORIZED. (a) Subject to
36343634 Subsection (b), a person qualified to serve as an administrator
36353635 under Section 304.001 may file an application requesting emergency
36363636 intervention by a court exercising probate jurisdiction to provide
36373637 for:
36383638 (1) the payment of the decedent's funeral and burial
36393639 expenses; or
36403640 (2) the protection and storage of personal property
36413641 owned by the decedent that, on the date of the decedent's death, was
36423642 located in accommodations rented by the decedent.
36433643 (b) An applicant may file an application under this section
36443644 only if:
36453645 (1) an application or affidavit has not been filed and
36463646 is not pending under Section 145, 256.052, 256.054, or 301.052 or
36473647 Chapter 205; and
36483648 (2) the applicant needs to:
36493649 (A) obtain funds for the payment of the
36503650 decedent's funeral and burial expenses; or
36513651 (B) gain access to accommodations rented by the
36523652 decedent that contain the decedent's personal property and the
36533653 applicant has been denied access to those accommodations. (Tex.
36543654 Prob. Code, Secs. 108 (part), 109, 110.)
36553655 Sec. 152.002. CONTENTS OF APPLICATION. (a) An emergency
36563656 intervention application must be sworn and must contain:
36573657 (1) the applicant's name, address, and interest;
36583658 (2) facts showing an immediate necessity for the
36593659 issuance of an emergency intervention order under Subchapter B;
36603660 (3) the decedent's date of death, place of death, and
36613661 residential address on the date of death;
36623662 (4) the name and address of the funeral home holding
36633663 the decedent's remains; and
36643664 (5) the names of any known or ascertainable heirs and
36653665 devisees of the decedent.
36663666 (b) In addition to the information required under
36673667 Subsection (a), if emergency intervention is requested to obtain
36683668 funds needed for the payment of the decedent's funeral and burial
36693669 expenses, the application must also contain:
36703670 (1) the reason any known or ascertainable heirs and
36713671 devisees of the decedent:
36723672 (A) cannot be contacted; or
36733673 (B) have refused to assist in the decedent's
36743674 burial;
36753675 (2) a description of necessary funeral and burial
36763676 procedures and a statement from the funeral home that contains a
36773677 detailed and itemized description of the cost of those procedures;
36783678 and
36793679 (3) the name and address of an individual, entity, or
36803680 financial institution, including an employer, in possession of any
36813681 funds of or due to the decedent, and related account numbers and
36823682 balances, if known by the applicant.
36833683 (c) In addition to the information required under
36843684 Subsection (a), if emergency intervention is requested to gain
36853685 access to accommodations rented by a decedent that at the time of
36863686 the decedent's death contain the decedent's personal property, the
36873687 application must also contain:
36883688 (1) the reason any known or ascertainable heirs and
36893689 devisees of the decedent:
36903690 (A) cannot be contacted; or
36913691 (B) have refused to assist in the protection of
36923692 the decedent's personal property;
36933693 (2) the type and location of the decedent's personal
36943694 property and the name of the person in possession of the property;
36953695 and
36963696 (3) the name and address of the owner or manager of the
36973697 accommodations and a statement regarding whether access to the
36983698 accommodations is necessary. (Tex. Prob. Code, Secs. 111(a), 112.)
36993699 Sec. 152.003. ADDITIONAL CONTENTS OF APPLICATION:
37003700 INSTRUCTIONS REGARDING DECEDENT'S FUNERAL AND REMAINS. (a) In
37013701 addition to the information required under Section 152.002, if
37023702 emergency intervention is requested to obtain funds needed for the
37033703 payment of a decedent's funeral and burial expenses, the
37043704 application must also state whether there are any written
37053705 instructions from the decedent relating to the type and manner of
37063706 funeral or burial preferred by the decedent. The applicant shall:
37073707 (1) attach the instructions, if available, to the
37083708 application; and
37093709 (2) fully comply with the instructions.
37103710 (b) If written instructions do not exist, the applicant may
37113711 not permit the decedent's remains to be cremated unless the
37123712 applicant obtains the court's permission to cremate the remains.
37133713 (Tex. Prob. Code, Sec. 111(b).)
37143714 Sec. 152.004. TIME AND PLACE OF FILING. An emergency
37153715 intervention application must be filed:
37163716 (1) with the court clerk in the county in which:
37173717 (A) the decedent was domiciled; or
37183718 (B) the accommodations rented by the decedent
37193719 that contain the decedent's personal property are located; and
37203720 (2) not earlier than the third day after the date of
37213721 the decedent's death and not later than the 90th day after the date
37223722 of the decedent's death. (Tex. Prob. Code, Sec. 108 (part).)
37233723 [Sections 152.005-152.050 reserved for expansion]
37243724 SUBCHAPTER B. ORDER FOR EMERGENCY INTERVENTION
37253725 Sec. 152.051. ISSUANCE OF ORDER REGARDING FUNERAL AND
37263726 BURIAL EXPENSES. If on review of an application filed under Section
37273727 152.001 the court determines that emergency intervention is
37283728 necessary to obtain funds needed for the payment of a decedent's
37293729 funeral and burial expenses, the court may order funds of the
37303730 decedent that are being held by an individual, an employer, or a
37313731 financial institution to be paid directly to a funeral home only
37323732 for:
37333733 (1) reasonable and necessary attorney's fees for the
37343734 attorney who obtained the order;
37353735 (2) court costs for obtaining the order; and
37363736 (3) funeral and burial expenses not to exceed $5,000
37373737 as ordered by the court to provide the decedent with a reasonable,
37383738 dignified, and appropriate funeral and burial. (Tex. Prob. Code,
37393739 Sec. 113(a).)
37403740 Sec. 152.052. ISSUANCE OF ORDER REGARDING ACCESS TO CERTAIN
37413741 PERSONAL PROPERTY. If on review of an application filed under
37423742 Section 152.001 the court determines that emergency intervention is
37433743 necessary to gain access to accommodations rented by the decedent
37443744 that, at the time of the decedent's death, contain the decedent's
37453745 personal property, the court may order one or more of the following:
37463746 (1) that the owner or agent of the accommodations
37473747 shall grant the applicant access to the accommodations at a
37483748 reasonable time and in the presence of the owner or agent;
37493749 (2) that the applicant and owner or agent of the
37503750 accommodations shall jointly prepare and file with the court a list
37513751 that generally describes the decedent's property found at the
37523752 premises;
37533753 (3) that the applicant or the owner or agent of the
37543754 accommodations may remove and store the decedent's property at
37553755 another location until claimed by the decedent's heirs;
37563756 (4) that the applicant has only the powers that are
37573757 specifically stated in the order and that are necessary to protect
37583758 the decedent's property that is the subject of the application; or
37593759 (5) that funds of the decedent held by an individual,
37603760 an employer, or a financial institution be paid to the applicant for
37613761 reasonable and necessary attorney's fees and court costs for
37623762 obtaining the order. (Tex. Prob. Code, Sec. 113(b).)
37633763 Sec. 152.053. DURATION OF ORDER. The authority of an
37643764 applicant under an emergency intervention order expires on the
37653765 earlier of:
37663766 (1) the 90th day after the date the order is issued; or
37673767 (2) the date a personal representative of the
37683768 decedent's estate qualifies. (Tex. Prob. Code, Sec. 114(a).)
37693769 Sec. 152.054. CERTIFIED COPIES OF ORDER. The court clerk
37703770 may issue certified copies of an emergency intervention order on
37713771 request of the applicant only until the earlier of:
37723772 (1) the 90th day after the date the order is signed; or
37733773 (2) the date a personal representative of the
37743774 decedent's estate qualifies. (Tex. Prob. Code, Sec. 113(c).)
37753775 Sec. 152.055. LIABILITY OF CERTAIN PERSONS IN CONNECTION
37763776 WITH ORDER. (a) A person who is provided a certified copy of an
37773777 emergency intervention order within the period prescribed by
37783778 Section 152.054 is not personally liable for an action taken by the
37793779 person in accordance with and in reliance on the order.
37803780 (b) If a personal representative has not been appointed when
37813781 an emergency intervention order issued under Section 152.052
37823782 expires, a person in possession of the decedent's personal property
37833783 that is the subject of the order, without incurring civil
37843784 liability, may:
37853785 (1) release the property to the decedent's heirs; or
37863786 (2) dispose of the property under Subchapter C,
37873787 Chapter 54, Property Code, or Section 7.209 or 7.210, Business &
37883788 Commerce Code. (Tex. Prob. Code, Secs. 113(d), 114(b).)
37893789 [Sections 152.056-152.100 reserved for expansion]
37903790 SUBCHAPTER C. LIMITATION ON RIGHT OF DECEDENT'S SURVIVING SPOUSE
37913791 TO CONTROL DECEDENT'S BURIAL OR CREMATION
37923792 Sec. 152.101. APPLICATION AUTHORIZED. (a) The executor of
37933793 a decedent's will or the decedent's next of kin may file an
37943794 application for an order limiting the right of the decedent's
37953795 surviving spouse to control the decedent's burial or cremation.
37963796 (b) For purposes of Subsection (a), the decedent's next of
37973797 kin:
37983798 (1) is determined in accordance with order of descent,
37993799 with the person nearest in order of descent first, and so on; and
38003800 (2) includes the decedent's descendants who legally
38013801 adopted the decedent or who have been legally adopted by the
38023802 decedent.
38033803 (c) An application under this section must be under oath and
38043804 must establish:
38053805 (1) whether the decedent died intestate or testate;
38063806 (2) that the surviving spouse is alleged to be a
38073807 principal or accomplice in a wilful act that resulted in the
38083808 decedent's death; and
38093809 (3) that good cause exists to limit the surviving
38103810 spouse's right to control the decedent's burial or cremation. (Tex.
38113811 Prob. Code, Secs. 115(a), (b).)
38123812 Sec. 152.102. HEARING; ISSUANCE OF ORDER. (a) If the court
38133813 finds that there is good cause to believe that the decedent's
38143814 surviving spouse is the principal or an accomplice in a wilful act
38153815 that resulted in the decedent's death, the court may, after notice
38163816 and a hearing, limit the surviving spouse's right to control the
38173817 decedent's burial or cremation.
38183818 (b) Subsection (a) applies:
38193819 (1) without regard to whether the decedent died
38203820 intestate or testate; and
38213821 (2) regardless of whether the surviving spouse is
38223822 designated by the decedent's will as the executor of the decedent's
38233823 estate.
38243824 (c) If the court limits the surviving spouse's right of
38253825 control as provided by Subsection (a), the court shall designate
38263826 and authorize a person to make burial or cremation arrangements.
38273827 (Tex. Prob. Code, Secs. 115(c), (d).)
38283828 [Chapters 153-200 reserved for expansion]
38293829 SUBTITLE E. INTESTATE SUCCESSION
38303830 CHAPTER 201. DESCENT AND DISTRIBUTION
38313831 SUBCHAPTER A. INTESTATE SUCCESSION
38323832 Sec. 201.001. ESTATE OF AN INTESTATE NOT LEAVING
38333833 SPOUSE
38343834 Sec. 201.002. SEPARATE ESTATE OF AN INTESTATE
38353835 Sec. 201.003. COMMUNITY ESTATE OF AN INTESTATE
38363836 [Sections 201.004-201.050 reserved for expansion]
38373837 SUBCHAPTER B. MATTERS AFFECTING INHERITANCE
38383838 Sec. 201.051. MATERNAL INHERITANCE
38393839 Sec. 201.052. PATERNAL INHERITANCE
38403840 Sec. 201.053. EFFECT OF RELIANCE ON AFFIDAVIT OF
38413841 HEIRSHIP
38423842 Sec. 201.054. ADOPTED CHILD
38433843 Sec. 201.055. ISSUE OF VOID OR VOIDABLE MARRIAGE
38443844 Sec. 201.056. PERSONS NOT IN BEING
38453845 Sec. 201.057. COLLATERAL KINDRED OF WHOLE AND HALF
38463846 BLOOD
38473847 Sec. 201.058. CONVICTED PERSONS
38483848 Sec. 201.059. PERSON WHO DIES BY CASUALTY
38493849 Sec. 201.060. ALIENAGE
38503850 Sec. 201.061. ESTATE OF PERSON WHO DIES BY SUICIDE
38513851 Sec. 201.062. TREATMENT OF CERTAIN PARENT-CHILD
38523852 RELATIONSHIPS
38533853 [Sections 201.063-201.100 reserved for expansion]
38543854 SUBCHAPTER C. DISTRIBUTION TO HEIRS
38553855 Sec. 201.101. DETERMINATION OF PER CAPITA WITH
38563856 REPRESENTATION DISTRIBUTION
38573857 Sec. 201.102. NO DISTINCTION BASED ON PROPERTY'S
38583858 SOURCE
38593859 Sec. 201.103. TREATMENT OF INTESTATE'S ESTATE
38603860 [Sections 201.104-201.150 reserved for expansion]
38613861 SUBCHAPTER D. ADVANCEMENTS
38623862 Sec. 201.151. DETERMINATION OF ADVANCEMENT; DATE OF
38633863 VALUATION
38643864 Sec. 201.152. SURVIVAL OF RECIPIENT REQUIRED
38653865 CHAPTER 201. DESCENT AND DISTRIBUTION
38663866 SUBCHAPTER A. INTESTATE SUCCESSION
38673867 Sec. 201.001. ESTATE OF AN INTESTATE NOT LEAVING SPOUSE.
38683868 (a) If a person who dies intestate does not leave a spouse, the
38693869 estate to which the person had title descends and passes in
38703870 parcenary to the person's kindred in the order provided by this
38713871 section.
38723872 (b) The person's estate descends and passes to the person's
38733873 children and the children's descendants.
38743874 (c) If no child or child's descendant survives the person,
38753875 the person's estate descends and passes in equal portions to the
38763876 person's father and mother.
38773877 (d) If only the person's father or mother survives the
38783878 person, the person's estate shall:
38793879 (1) be divided into two equal portions, with:
38803880 (A) one portion passing to the surviving parent;
38813881 and
38823882 (B) one portion passing to the person's siblings
38833883 and the siblings' descendants; or
38843884 (2) be inherited entirely by the surviving parent if
38853885 there is no sibling of the person or siblings' descendants.
38863886 (e) If neither the person's father nor mother survives the
38873887 person, the person's entire estate passes to the person's siblings
38883888 and the siblings' descendants.
38893889 (f) If none of the kindred described by Subsections (b)-(e)
38903890 survive the person, the person's estate shall be divided into two
38913891 moieties, with:
38923892 (1) one moiety passing to the person's paternal
38933893 kindred as provided by Subsection (g); and
38943894 (2) one moiety passing to the person's maternal
38953895 kindred as provided by Subsection (h).
38963896 (g) The moiety passing to the person's paternal kindred
38973897 passes in the following order:
38983898 (1) if both paternal grandparents survive the person,
38993899 equal portions pass to the person's paternal grandfather and
39003900 grandmother;
39013901 (2) if only the person's paternal grandfather or
39023902 grandmother survives the person, the person's estate shall:
39033903 (A) be divided into two equal portions, with:
39043904 (i) one portion passing to the surviving
39053905 grandparent; and
39063906 (ii) one portion passing to the descendants
39073907 of the deceased grandparent; or
39083908 (B) pass entirely to the surviving grandparent if
39093909 no descendant of the deceased grandparent survives the person; and
39103910 (3) if neither the person's paternal grandfather nor
39113911 grandmother survives the person, the moiety passing to the
39123912 decedent's paternal kindred passes to the descendants of the
39133913 person's paternal grandfather and grandmother, and so on without
39143914 end, passing in like manner to the nearest lineal ancestors and
39153915 their descendants.
39163916 (h) The moiety passing to the person's maternal kindred
39173917 passes in the same order and manner as the other moiety passes to
39183918 the decedent's paternal kindred under Subsection (g). (Tex. Prob.
39193919 Code, Sec. 38(a).)
39203920 Sec. 201.002. SEPARATE ESTATE OF AN INTESTATE. (a) If a
39213921 person who dies intestate leaves a surviving spouse, the estate,
39223922 other than a community estate, to which the person had title
39233923 descends and passes as provided by this section.
39243924 (b) If the person has one or more children or a descendant of
39253925 a child:
39263926 (1) the surviving spouse takes one-third of the
39273927 personal estate;
39283928 (2) two-thirds of the personal estate descends to the
39293929 person's child or children, and the descendants of a child or
39303930 children; and
39313931 (3) the surviving spouse is entitled to a life estate
39323932 in one-third of the person's land, with the remainder descending to
39333933 the person's child or children and the descendants of a child or
39343934 children.
39353935 (c) Except as provided by Subsection (d), if the person has
39363936 no child and no descendant of a child:
39373937 (1) the surviving spouse is entitled to all of the
39383938 personal estate;
39393939 (2) the surviving spouse is entitled to one-half of
39403940 the person's land without a remainder to any person; and
39413941 (3) one-half of the person's land passes and is
39423942 inherited according to the rules of descent and distribution.
39433943 (d) If the person described by Subsection (c) does not leave
39443944 a surviving parent or one or more surviving siblings, or their
39453945 descendants, the surviving spouse is entitled to the entire estate.
39463946 (Tex. Prob. Code, Sec. 38(b).)
39473947 Sec. 201.003. COMMUNITY ESTATE OF AN INTESTATE. (a) If a
39483948 person who dies intestate leaves a surviving spouse, the community
39493949 estate of the deceased spouse passes as provided by this section.
39503950 (b) The community estate of the deceased spouse passes to
39513951 the surviving spouse if:
39523952 (1) no child or other descendant of the deceased
39533953 spouse survives the deceased spouse; or
39543954 (2) all of the surviving children and descendants of
39553955 the deceased spouse are also children or descendants of the
39563956 surviving spouse.
39573957 (c) If the deceased spouse is survived by a child or other
39583958 descendant who is not also a child or descendant of the surviving
39593959 spouse, one-half of the community estate is retained by the
39603960 surviving spouse and the other one-half passes to the deceased
39613961 spouse's children or descendants. The descendants inherit only the
39623962 portion of that estate to which they would be entitled under Section
39633963 201.101. In every case, the community estate passes charged with
39643964 the debts against the community estate. (Tex. Prob. Code, Sec. 45.)
39653965 [Sections 201.004-201.050 reserved for expansion]
39663966 SUBCHAPTER B. MATTERS AFFECTING INHERITANCE
39673967 Sec. 201.051. MATERNAL INHERITANCE. For purposes of
39683968 inheritance, a child is the child of the child's biological or
39693969 adopted mother, and the child and the child's issue shall inherit
39703970 from the child's mother and the child's maternal kindred, both
39713971 descendants, ascendants, and collateral kindred in all degrees, and
39723972 they may inherit from the child and the child's issue. (Tex. Prob.
39733973 Code, Sec. 42(a).)
39743974 Sec. 201.052. PATERNAL INHERITANCE. (a) For purposes of
39753975 inheritance, a child is the child of the child's biological father
39763976 if:
39773977 (1) the child is born under circumstances described by
39783978 Section 160.201, Family Code;
39793979 (2) the child is adjudicated to be the child of the
39803980 father by court decree under Chapter 160, Family Code;
39813981 (3) the child was adopted by the child's father; or
39823982 (4) the father executed an acknowledgment of paternity
39833983 under Subchapter D, Chapter 160, Family Code, or a similar
39843984 statement properly executed in another jurisdiction.
39853985 (b) A child described by Subsection (a) and the child's
39863986 issue shall inherit from the child's father and the child's paternal
39873987 kindred, both descendants, ascendants, and collateral kindred in
39883988 all degrees, and they may inherit from the child and the child's
39893989 issue.
39903990 (c) A person may petition the probate court for a
39913991 determination of right of inheritance from a decedent if the
39923992 person:
39933993 (1) claims to be a biological child of the decedent and
39943994 is not otherwise presumed to be a child of the decedent; or
39953995 (2) claims inheritance through a biological child of
39963996 the decedent who is not otherwise presumed to be a child of the
39973997 decedent.
39983998 (d) If under Subsection (c) the court finds by clear and
39993999 convincing evidence that the purported father was the biological
40004000 father of the child:
40014001 (1) the child is treated as any other child of the
40024002 decedent for purposes of inheritance; and
40034003 (2) the child and the child's issue may inherit from
40044004 the child's paternal kindred, both descendants, ascendants, and
40054005 collateral kindred in all degrees, and they may inherit from the
40064006 child and the child's issue.
40074007 (e) This section does not permit inheritance by a purported
40084008 father of a child, recognized or not, if the purported father's
40094009 parental rights have been terminated. (Tex. Prob. Code, Sec.
40104010 42(b)(1).)
40114011 Sec. 201.053. EFFECT OF RELIANCE ON AFFIDAVIT OF HEIRSHIP.
40124012 (a) A person who purchases for valuable consideration any interest
40134013 in property of the heirs of a decedent acquires good title to the
40144014 interest that the person would have received, as purchaser, in the
40154015 absence of a claim of the child described by Subdivision (1), if the
40164016 person:
40174017 (1) in good faith relies on the declarations in an
40184018 affidavit of heirship that does not include a child who at the time
40194019 of the sale or contract of sale of the property:
40204020 (A) is not a presumed child of the decedent; and
40214021 (B) has not under a final court decree or
40224022 judgment been found to be entitled to treatment under Section
40234023 201.052 as a child of the decedent; and
40244024 (2) is without knowledge of the claim of the child
40254025 described by Subdivision (1).
40264026 (b) Subsection (a) does not affect any liability of the
40274027 heirs for the proceeds of a sale described by Subsection (a) to the
40284028 child who was not included in the affidavit of heirship. (Tex.
40294029 Prob. Code, Sec. 42(b)(2).)
40304030 Sec. 201.054. ADOPTED CHILD. (a) For purposes of
40314031 inheritance under the laws of descent and distribution, an adopted
40324032 child is regarded as the child of the adoptive parent or parents,
40334033 and the adopted child and the adopted child's descendants inherit
40344034 from and through the adoptive parent or parents and their kindred as
40354035 if the adopted child were the natural child of the adoptive parent
40364036 or parents. The adoptive parent or parents and their kindred
40374037 inherit from and through the adopted child as if the adopted child
40384038 were the natural child of the adoptive parent or parents.
40394039 (b) The natural parent or parents of an adopted child and
40404040 the kindred of the natural parent or parents may not inherit from or
40414041 through the adopted child, but the adopted child inherits from and
40424042 through the child's natural parent or parents, except as provided
40434043 by Section 162.507(c), Family Code.
40444044 (c) This section does not prevent an adoptive parent from
40454045 disposing of the parent's property by will according to law.
40464046 (d) This section does not diminish the rights of an adopted
40474047 child under the laws of descent and distribution or otherwise that
40484048 the adopted child acquired by virtue of inclusion in the definition
40494049 of "child" under Section 22.004. (Tex. Prob. Code, Sec. 40.)
40504050 Sec. 201.055. ISSUE OF VOID OR VOIDABLE MARRIAGE. The issue
40514051 of a marriage declared void or voided by annulment shall be treated
40524052 in the same manner as the issue of a valid marriage. (Tex. Prob.
40534053 Code, Sec. 42(d).)
40544054 Sec. 201.056. PERSONS NOT IN BEING. No right of inheritance
40554055 accrues to any person other than to a child or lineal descendant of
40564056 an intestate, unless the person is in being and capable in law to
40574057 take as an heir at the time of the intestate's death. (Tex. Prob.
40584058 Code, Sec. 41(a).)
40594059 Sec. 201.057. COLLATERAL KINDRED OF WHOLE AND HALF BLOOD.
40604060 If the inheritance from an intestate passes to the collateral
40614061 kindred of the intestate and part of the collateral kindred are of
40624062 whole blood and the other part are of half blood of the intestate,
40634063 each of the collateral kindred who is of half blood inherits only
40644064 half as much as that inherited by each of the collateral kindred who
40654065 is of whole blood. If all of the collateral kindred are of half
40664066 blood of the intestate, each of the collateral kindred inherits a
40674067 whole portion. (Tex. Prob. Code, Sec. 41(b).)
40684068 Sec. 201.058. CONVICTED PERSONS. (a) No conviction shall
40694069 work corruption of blood or forfeiture of estate except as provided
40704070 by Subsection (b).
40714071 (b) If a beneficiary of a life insurance policy or contract
40724072 is convicted and sentenced as a principal or accomplice in wilfully
40734073 bringing about the death of the insured, the proceeds of the
40744074 insurance policy or contract shall be paid in the manner provided by
40754075 the Insurance Code. (Tex. Prob. Code, Sec. 41(d) (part).)
40764076 Sec. 201.059. PERSON WHO DIES BY CASUALTY. Death by
40774077 casualty does not result in forfeiture of estate. (Tex. Prob. Code,
40784078 Sec. 41(d) (part).)
40794079 Sec. 201.060. ALIENAGE. A person is not disqualified to
40804080 take as an heir because the person, or another person through whom
40814081 the person claims, is or has been an alien. (Tex. Prob. Code, Sec.
40824082 41(c).)
40834083 Sec. 201.061. ESTATE OF PERSON WHO DIES BY SUICIDE. The
40844084 estate of a person who commits suicide descends or vests as if the
40854085 person died a natural death. (Tex. Prob. Code, Sec. 41(d) (part).)
40864086 Sec. 201.062. TREATMENT OF CERTAIN PARENT-CHILD
40874087 RELATIONSHIPS. (a) A probate court may enter an order declaring
40884088 that the parent of a child under 18 years of age may not inherit from
40894089 or through the child under the laws of descent and distribution if
40904090 the court finds by clear and convincing evidence that the parent
40914091 has:
40924092 (1) voluntarily abandoned and failed to support the
40934093 child in accordance with the parent's obligation or ability for at
40944094 least three years before the date of the child's death, and did not
40954095 resume support for the child before that date;
40964096 (2) voluntarily and with knowledge of the pregnancy:
40974097 (A) abandoned the child's mother beginning at a
40984098 time during her pregnancy with the child and continuing through the
40994099 birth;
41004100 (B) failed to provide adequate support or medical
41014101 care for the mother during the period of abandonment before the
41024102 child's birth; and
41034103 (C) remained apart from and failed to support the
41044104 child since birth; or
41054105 (3) been convicted or has been placed on community
41064106 supervision, including deferred adjudication community
41074107 supervision, for being criminally responsible for the death or
41084108 serious injury of a child under the following sections of the Penal
41094109 Code or adjudicated under Title 3, Family Code, for conduct that
41104110 caused the death or serious injury of a child and that would
41114111 constitute a violation of one of the following sections of the Penal
41124112 Code:
41134113 (A) Section 19.02 (murder);
41144114 (B) Section 19.03 (capital murder);
41154115 (C) Section 19.04 (manslaughter);
41164116 (D) Section 21.11 (indecency with a child);
41174117 (E) Section 22.01 (assault);
41184118 (F) Section 22.011 (sexual assault);
41194119 (G) Section 22.02 (aggravated assault);
41204120 (H) Section 22.021 (aggravated sexual assault);
41214121 (I) Section 22.04 (injury to a child, elderly
41224122 individual, or disabled individual);
41234123 (J) Section 22.041 (abandoning or endangering
41244124 child);
41254125 (K) Section 25.02 (prohibited sexual conduct);
41264126 (L) Section 43.25 (sexual performance by a
41274127 child); or
41284128 (M) Section 43.26 (possession or promotion of
41294129 child pornography).
41304130 (b) On a determination under Subsection (a) that the parent
41314131 of a child may not inherit from or through the child, the parent
41324132 shall be treated as if the parent predeceased the child for purposes
41334133 of:
41344134 (1) inheritance under the laws of descent and
41354135 distribution; and
41364136 (2) any other cause of action based on parentage.
41374137 (Tex. Prob. Code, Secs. 41(e), (f).)
41384138 [Sections 201.063-201.100 reserved for expansion]
41394139 SUBCHAPTER C. DISTRIBUTION TO HEIRS
41404140 Sec. 201.101. DETERMINATION OF PER CAPITA WITH
41414141 REPRESENTATION DISTRIBUTION. (a) The children, descendants,
41424142 brothers, sisters, uncles, aunts, or other relatives of an
41434143 intestate who stand in the first or same degree of relationship
41444144 alone and come into the distribution of the intestate's estate take
41454145 per capita, which means by persons.
41464146 (b) If some of the persons described by Subsection (a) are
41474147 dead and some are living, each descendant of those persons who have
41484148 died is entitled to a distribution of the intestate's estate. Each
41494149 descendant inherits only that portion of the property to which the
41504150 parent through whom the descendant inherits would be entitled if
41514151 that parent were alive. (Tex. Prob. Code, Sec. 43.)
41524152 Sec. 201.102. NO DISTINCTION BASED ON PROPERTY'S SOURCE. A
41534153 distinction may not be made, in regulating the descent and
41544154 distribution of an estate of a person dying intestate, between
41554155 property derived by gift, devise, or descent from the intestate's
41564156 father, and property derived by gift, devise, or descent from the
41574157 intestate's mother. (Tex. Prob. Code, Sec. 39 (part).)
41584158 Sec. 201.103. TREATMENT OF INTESTATE'S ESTATE. All of the
41594159 estate to which an intestate had title at the time of death descends
41604160 and vests in the intestate's heirs in the same manner as if the
41614161 intestate had been the original purchaser. (Tex. Prob. Code, Sec.
41624162 39 (part).)
41634163 [Sections 201.104-201.150 reserved for expansion]
41644164 SUBCHAPTER D. ADVANCEMENTS
41654165 Sec. 201.151. DETERMINATION OF ADVANCEMENT; DATE OF
41664166 VALUATION. (a) If a decedent dies intestate as to all or part of the
41674167 decedent's estate, property that the decedent gave during the
41684168 decedent's lifetime to a person who, on the date of the decedent's
41694169 death, is the decedent's heir, or property received by the
41704170 decedent's heir under a nontestamentary transfer under Subchapter
41714171 B, Chapter 111, or Chapter 112 or 113, is an advancement against the
41724172 heir's intestate share of the estate only if:
41734173 (1) the decedent declared in a contemporaneous
41744174 writing, or the heir acknowledged in writing, that the gift or
41754175 nontestamentary transfer is an advancement; or
41764176 (2) the decedent's contemporaneous writing or the
41774177 heir's written acknowledgment otherwise indicates that the gift or
41784178 nontestamentary transfer is to be considered in computing the
41794179 division and distribution of the decedent's intestate estate.
41804180 (b) For purposes of Subsection (a), property that is
41814181 advanced is valued as of the earlier of:
41824182 (1) the time that the heir came into possession or
41834183 enjoyment of the property; or
41844184 (2) the time of the decedent's death. (Tex. Prob.
41854185 Code, Secs. 44(a), (b).)
41864186 Sec. 201.152. SURVIVAL OF RECIPIENT REQUIRED. If the
41874187 recipient of property described by Section 201.151 does not survive
41884188 the decedent, the property is not considered in computing the
41894189 division and distribution of the decedent's intestate estate unless
41904190 the decedent's contemporaneous writing provides otherwise. (Tex.
41914191 Prob. Code, Sec. 44(c).)
41924192 CHAPTER 202. DETERMINATION OF HEIRSHIP
41934193 SUBCHAPTER A. AUTHORIZATION AND PROCEDURES FOR COMMENCEMENT OF PROCEEDING TO DECLARE HEIRSHIP
41944194 PROCEEDING TO DECLARE HEIRSHIP
41954195 Sec. 202.001. GENERAL AUTHORIZATION FOR AND NATURE OF
41964196 PROCEEDING TO DECLARE HEIRSHIP
41974197 Sec. 202.002. CIRCUMSTANCES UNDER WHICH PROCEEDING TO
41984198 DECLARE HEIRSHIP IS AUTHORIZED
41994199 Sec. 202.003. VENUE FOR PROCEEDING TO DECLARE HEIRSHIP
42004200 Sec. 202.004. PERSONS WHO MAY COMMENCE PROCEEDING TO
42014201 DECLARE HEIRSHIP
42024202 Sec. 202.005. APPLICATION FOR PROCEEDING TO DECLARE
42034203 HEIRSHIP
42044204 Sec. 202.006. REQUEST FOR DETERMINATION OF NECESSITY
42054205 FOR ADMINISTRATION
42064206 Sec. 202.007. AFFIDAVIT SUPPORTING APPLICATION
42074207 REQUIRED
42084208 Sec. 202.008. REQUIRED PARTIES TO PROCEEDING TO
42094209 DECLARE HEIRSHIP
42104210 Sec. 202.009. REPRESENTATION OF INTERESTS OF CERTAIN
42114211 PERSONS
42124212 [Sections 202.010-202.050 reserved for expansion]
42134213 SUBCHAPTER B. NOTICE OF PROCEEDING TO DECLARE HEIRSHIP
42144214 Sec. 202.051. SERVICE OF CITATION BY MAIL WHEN
42154215 OR ASCERTAINABLE
42164216 Sec. 202.052. SERVICE OF CITATION BY PUBLICATION WHEN
42174217 ASCERTAINABLE
42184218 Sec. 202.053. REQUIRED POSTING OF CITATION
42194219 Sec. 202.054. PERSONAL SERVICE OF CITATION MAY BE
42204220 REQUIRED
42214221 Sec. 202.055. SERVICE OF CITATION ON CERTAIN PERSONS
42224222 NOT REQUIRED
42234223 Sec. 202.056. WAIVER OF SERVICE OF CITATION ON CERTAIN
42244224 PERSONS NOT PERMITTED
42254225 [Sections 202.057-202.100 reserved for expansion]
42264226 SUBCHAPTER C. TRANSFER OF PENDING PROCEEDING TO DECLARE HEIRSHIP
42274227 Sec. 202.101. REQUIRED TRANSFER OF PENDING PROCEEDING
42284228 CIRCUMSTANCES
42294229 Sec. 202.102. TRANSFER OF RECORDS
42304230 Sec. 202.103. PROCEDURES APPLICABLE TO TRANSFERRED
42314231 CONSOLIDATION WITH OTHER PROCEEDING
42324232 [Sections 202.104-202.150 reserved for expansion]
42334233 SUBCHAPTER D. EVIDENCE RELATING TO DETERMINATION OF HEIRSHIP
42344234 Sec. 202.151. WRITTEN EVIDENCE IN PROCEEDING TO
42354235 DECLARE HEIRSHIP
42364236 [Sections 202.152-202.200 reserved for expansion]
42374237 SUBCHAPTER E. JUDGMENT IN PROCEEDING TO DECLARE HEIRSHIP
42384238 Sec. 202.201. REQUIRED STATEMENTS IN JUDGMENT
42394239 Sec. 202.202. FINALITY AND APPEAL OF JUDGMENT
42404240 Sec. 202.203. CORRECTION OF JUDGMENT AT REQUEST OF
42414241 HEIR NOT PROPERLY SERVED
42424242 Sec. 202.204. LIMITATION OF LIABILITY OF CERTAIN
42434243 JUDGMENT
42444244 Sec. 202.205. EFFECT OF CERTAIN JUDGMENTS ON LIABILITY
42454245 TO CREDITORS
42464246 Sec. 202.206. FILING AND RECORDING OF JUDGMENT
42474247 CHAPTER 202. DETERMINATION OF HEIRSHIP
42484248 SUBCHAPTER A. AUTHORIZATION AND PROCEDURES FOR COMMENCEMENT OF
42494249 PROCEEDING TO DECLARE HEIRSHIP
42504250 Sec. 202.001. GENERAL AUTHORIZATION FOR AND NATURE OF
42514251 PROCEEDING TO DECLARE HEIRSHIP. In the manner provided by this
42524252 chapter, a court may determine through a proceeding to declare
42534253 heirship:
42544254 (1) the persons who are a decedent's heirs and only
42554255 heirs; and
42564256 (2) the heirs' respective shares and interests under
42574257 the laws of this state in the decedent's estate. (Tex. Prob. Code,
42584258 Sec. 48(a) (part).)
42594259 Sec. 202.002. CIRCUMSTANCES UNDER WHICH PROCEEDING TO
42604260 DECLARE HEIRSHIP IS AUTHORIZED. A court may conduct a proceeding to
42614261 declare heirship when:
42624262 (1) a person dies intestate owning or entitled to
42634263 property in this state and there has been no administration in this
42644264 state of the person's estate; or
42654265 (2) there has been a will probated in this state or
42664266 elsewhere or an administration in this state of the decedent's
42674267 estate, but:
42684268 (A) property in this state was omitted from the
42694269 will or administration; or
42704270 (B) no final disposition of property in this
42714271 state has been made in the administration. (Tex. Prob. Code, Sec.
42724272 48(a) (part).)
42734273 Sec. 202.003. VENUE FOR PROCEEDING TO DECLARE HEIRSHIP.
42744274 (a) A proceeding to declare heirship of a decedent may be conducted
42754275 by:
42764276 (1) the court of the county in which a proceeding to
42774277 probate the decedent's will or for the administration of the
42784278 decedent's estate was most recently pending; or
42794279 (2) if no will of the decedent has been admitted to
42804280 probate in this state and no administration of the decedent's
42814281 estate has been granted in this state, the court of the county in
42824282 which venue would be proper for commencement of an administration
42834283 of the decedent's estate under Section 6.
42844284 (b) Notwithstanding Subsection (a), a probate court in
42854285 which proceedings for the guardianship of the estate of a ward who
42864286 dies intestate were pending at the time of the decedent's death may,
42874287 if there is no administration pending in the estate, determine:
42884288 (1) the persons who are the decedent's heirs and only
42894289 heirs; and
42904290 (2) the heirs' respective shares and interests under
42914291 the laws of this state in the decedent's estate. (Tex. Prob. Code,
42924292 Secs. 48(a) (part), (c).)
42934293 Sec. 202.004. PERSONS WHO MAY COMMENCE PROCEEDING TO
42944294 DECLARE HEIRSHIP. A proceeding to declare heirship of a decedent
42954295 may be commenced and maintained under a circumstance specified by
42964296 Section 202.002 by:
42974297 (1) the personal representative of the decedent's
42984298 estate;
42994299 (2) a person claiming to be a secured creditor or the
43004300 owner of all or part of the decedent's estate; or
43014301 (3) if the decedent was a ward with respect to whom a
43024302 guardian of the estate had been appointed, the guardian of the
43034303 estate, provided that the proceeding is commenced and maintained in
43044304 the probate court in which the proceedings for the guardianship of
43054305 the estate were pending at the time of the decedent's death. (Tex.
43064306 Prob. Code, Sec. 49(a) (part).)
43074307 Sec. 202.005. APPLICATION FOR PROCEEDING TO DECLARE
43084308 HEIRSHIP. A person authorized by Section 202.004 to commence a
43094309 proceeding to declare heirship must file an application in a court
43104310 specified by Section 202.003 to commence the proceeding. The
43114311 application must state:
43124312 (1) the decedent's name and time and place of death;
43134313 (2) the names and residences of the decedent's heirs,
43144314 the relationship of each heir to the decedent, and the true interest
43154315 of the applicant and each of the heirs in the decedent's estate;
43164316 (3) if the time or place of the decedent's death or the
43174317 name or residence of an heir is not definitely known to the
43184318 applicant, all the material facts and circumstances with respect to
43194319 which the applicant has knowledge and information that might
43204320 reasonably tend to show the time or place of the decedent's death or
43214321 the name or residence of the heir;
43224322 (4) that all children born to or adopted by the
43234323 decedent have been listed;
43244324 (5) that each of the decedent's marriages has been
43254325 listed with:
43264326 (A) the date of the marriage;
43274327 (B) the name of the spouse;
43284328 (C) the date and place of termination if the
43294329 marriage was terminated; and
43304330 (D) other facts to show whether a spouse has had
43314331 an interest in the decedent's property;
43324332 (6) whether the decedent died testate and, if so, what
43334333 disposition has been made of the will;
43344334 (7) a general description of all property belonging to
43354335 the decedent's estate; and
43364336 (8) an explanation for the omission from the
43374337 application of any of the information required by this section.
43384338 (Tex. Prob. Code, Sec. 49(a) (part).)
43394339 Sec. 202.006. REQUEST FOR DETERMINATION OF NECESSITY FOR
43404340 ADMINISTRATION. A person who files an application under Section
43414341 202.005 not later than the fourth anniversary of the date of the
43424342 death of the decedent who is the subject of the application may
43434343 request that the court determine whether there is a need for
43444344 administration of the decedent's estate. The court shall hear
43454345 evidence on the issue and, in the court's judgment, make a
43464346 determination of the issue. (Tex. Prob. Code, Sec. 48(b).)
43474347 Sec. 202.007. AFFIDAVIT SUPPORTING APPLICATION REQUIRED.
43484348 (a) An application filed under Section 202.005 must be supported by
43494349 the affidavit of each applicant.
43504350 (b) An affidavit of an applicant under Subsection (a) must
43514351 state that, to the applicant's knowledge:
43524352 (1) all the allegations in the application are true;
43534353 and
43544354 (2) no material fact or circumstance has been omitted
43554355 from the application. (Tex. Prob. Code, Sec. 49(b) (part).)
43564356 Sec. 202.008. REQUIRED PARTIES TO PROCEEDING TO DECLARE
43574357 HEIRSHIP. Each of the following persons must be made a party to a
43584358 proceeding to declare heirship:
43594359 (1) each unknown heir of the decedent who is the
43604360 subject of the proceeding;
43614361 (2) each person who is named as an heir of the decedent
43624362 in the application filed under Section 202.005; and
43634363 (3) each person who is, on the filing date of the
43644364 application, shown as owning a share or interest in any real
43654365 property described in the application by the deed records of the
43664366 county in which the property is located. (Tex. Prob. Code, Sec.
43674367 49(b) (part).)
43684368 Sec. 202.009. REPRESENTATION OF INTERESTS OF CERTAIN
43694369 PERSONS. (a) If it appears to the court in a proceeding to declare
43704370 heirship that there is or may be a living heir whose name or
43714371 whereabouts is unknown, or that a defendant is an incapacitated
43724372 person, the court may appoint an attorney ad litem or guardian ad
43734373 litem to represent the interests of that person. The court may not
43744374 appoint an attorney ad litem or guardian ad litem unless the court
43754375 finds that the appointment is necessary to protect the interests of
43764376 the living heir or incapacitated person.
43774377 (b) The court shall appoint an attorney ad litem to
43784378 represent the interests of unknown heirs. (Tex. Prob. Code, Secs.
43794379 53(b), (c).)
43804380 [Sections 202.010-202.050 reserved for expansion]
43814381 SUBCHAPTER B. NOTICE OF PROCEEDING TO DECLARE HEIRSHIP
43824382 Sec. 202.051. SERVICE OF CITATION BY MAIL WHEN RECIPIENT'S
43834383 NAME AND ADDRESS ARE KNOWN OR ASCERTAINABLE. Except as provided by
43844384 Section 202.054, citation in a proceeding to declare heirship must
43854385 be served by registered or certified mail on:
43864386 (1) each distributee who is 12 years of age or older
43874387 and whose name and address are known or can be ascertained through
43884388 the exercise of reasonable diligence; and
43894389 (2) the parent, managing conservator, or guardian of
43904390 each distributee who is younger than 12 years of age if the name and
43914391 address of the parent, managing conservator, or guardian are known
43924392 or can be reasonably ascertained. (Tex. Prob. Code, Sec. 50(a)
43934393 (part).)
43944394 Sec. 202.052. SERVICE OF CITATION BY PUBLICATION WHEN
43954395 RECIPIENT'S NAME OR ADDRESS IS NOT ASCERTAINABLE. If the address of
43964396 a person or entity on whom citation is required to be served cannot
43974397 be ascertained, citation must be served on the person or entity by
43984398 publication in the county in which the proceeding to declare
43994399 heirship is commenced and in the county of the last residence of the
44004400 decedent who is the subject of the proceeding, if that residence was
44014401 in a county other than the county in which the proceeding is
44024402 commenced. To determine whether a decedent has any other heirs,
44034403 citation must be served on unknown heirs by publication in the
44044404 manner provided by this section. (Tex. Prob. Code, Sec. 50(b).)
44054405 Sec. 202.053. REQUIRED POSTING OF CITATION. Except in a
44064406 proceeding in which citation is served by publication as provided
44074407 by Section 202.052, citation in a proceeding to declare heirship
44084408 must be posted in:
44094409 (1) the county in which the proceeding is commenced;
44104410 and
44114411 (2) the county of the last residence of the decedent
44124412 who is the subject of the proceeding. (Tex. Prob. Code, Sec. 50(c).)
44134413 Sec. 202.054. PERSONAL SERVICE OF CITATION MAY BE REQUIRED.
44144414 The court may require that service of citation in a proceeding to
44154415 declare heirship be made by personal service on some or all of those
44164416 named as distributees in the application filed under Section
44174417 202.005. (Tex. Prob. Code, Sec. 50(a) (part).)
44184418 Sec. 202.055. SERVICE OF CITATION ON CERTAIN PERSONS NOT
44194419 REQUIRED. A party to a proceeding to declare heirship who executed
44204420 the application filed under Section 202.005 is not required to be
44214421 served by any method. (Tex. Prob. Code, Sec. 50(d).)
44224422 Sec. 202.056. WAIVER OF SERVICE OF CITATION ON CERTAIN
44234423 PERSONS NOT PERMITTED. A parent, managing conservator, guardian,
44244424 attorney ad litem, or guardian ad litem of a distributee who is 12
44254425 years of age or older, but younger than 19 years of age, may not
44264426 waive citation required by this subchapter to be served on the
44274427 distributee. (Tex. Prob. Code, Sec. 50(e).)
44284428 [Sections 202.057-202.100 reserved for expansion]
44294429 SUBCHAPTER C. TRANSFER OF PENDING PROCEEDING TO DECLARE HEIRSHIP
44304430 Sec. 202.101. REQUIRED TRANSFER OF PENDING PROCEEDING TO
44314431 DECLARE HEIRSHIP UNDER CERTAIN CIRCUMSTANCES. If, after a
44324432 proceeding to declare heirship is commenced, an administration of
44334433 the estate of the decedent who is the subject of the proceeding is
44344434 granted in this state or the decedent's will is admitted to probate
44354435 in this state, the court in which the proceeding to declare
44364436 heirship is pending shall, by an order entered of record in the
44374437 proceeding, transfer the proceeding to the court in which the
44384438 administration was granted or the will was probated. (Tex. Prob.
44394439 Code, Sec. 51 (part).)
44404440 Sec. 202.102. TRANSFER OF RECORDS. The clerk of the court
44414441 from which a proceeding to declare heirship is transferred under
44424442 Section 202.101 shall, on entry of the order under that section,
44434443 send to the clerk of the court named in the order a certified
44444444 transcript of all pleadings, docket entries, and orders of the
44454445 court in the proceeding. The clerk of the court to which the
44464446 proceeding is transferred shall:
44474447 (1) file the transcript;
44484448 (2) record the transcript in the minutes of the court;
44494449 and
44504450 (3) docket the proceeding. (Tex. Prob. Code, Sec. 51
44514451 (part).)
44524452 Sec. 202.103. PROCEDURES APPLICABLE TO TRANSFERRED
44534453 PROCEEDING TO DECLARE HEIRSHIP; CONSOLIDATION WITH OTHER
44544454 PROCEEDING. A proceeding to declare heirship that is transferred
44554455 under Section 202.101 shall proceed as though the proceeding was
44564456 originally filed in the court to which the proceeding is
44574457 transferred. The court may consolidate the proceeding with the
44584458 other proceeding pending in that court. (Tex. Prob. Code, Sec. 51
44594459 (part).)
44604460 [Sections 202.104-202.150 reserved for expansion]
44614461 SUBCHAPTER D. EVIDENCE RELATING TO DETERMINATION OF HEIRSHIP
44624462 Sec. 202.151. WRITTEN EVIDENCE IN PROCEEDING TO DECLARE
44634463 HEIRSHIP. The court may require that all or any part of the
44644464 evidence admitted in a proceeding to declare heirship be:
44654465 (1) reduced to writing and subscribed and sworn to by
44664466 the witnesses, respectively; and
44674467 (2) filed in the proceeding and recorded in the
44684468 minutes of the court. (Tex. Prob. Code, Sec. 53(a).)
44694469 [Sections 202.152-202.200 reserved for expansion]
44704470 SUBCHAPTER E. JUDGMENT IN PROCEEDING TO DECLARE HEIRSHIP
44714471 Sec. 202.201. REQUIRED STATEMENTS IN JUDGMENT. (a) The
44724472 judgment in a proceeding to declare heirship must state:
44734473 (1) the names and places of residence of the heirs of
44744474 the decedent who is the subject of the proceeding; and
44754475 (2) the heirs' respective shares and interests in the
44764476 decedent's property.
44774477 (b) If the proof in a proceeding to declare heirship is in
44784478 any respect deficient, the judgment in the proceeding must state
44794479 that. (Tex. Prob. Code, Sec. 54.)
44804480 Sec. 202.202. FINALITY AND APPEAL OF JUDGMENT. (a) The
44814481 judgment in a proceeding to declare heirship is a final judgment.
44824482 (b) At the request of an interested person, the judgment in
44834483 a proceeding to declare heirship may be appealed or reviewed within
44844484 the same time limits and in the same manner as other judgments in
44854485 probate matters. (Tex. Prob. Code, Sec. 55(a) (part).)
44864486 Sec. 202.203. CORRECTION OF JUDGMENT AT REQUEST OF HEIR NOT
44874487 PROPERLY SERVED. If an heir of a decedent who is the subject of a
44884488 proceeding to declare heirship is not served with citation by
44894489 registered or certified mail or personal service in the proceeding,
44904490 the heir may:
44914491 (1) have the judgment in the proceeding corrected by
44924492 bill of review:
44934493 (A) at any time, but not later than the fourth
44944494 anniversary of the date of the judgment; or
44954495 (B) after the passage of any length of time, on
44964496 proof of actual fraud; and
44974497 (2) recover the heir's just share of the property or
44984498 the value of that share from:
44994499 (A) the heirs named in the judgment; and
45004500 (B) those who claim under the heirs named in the
45014501 judgment and who are not bona fide purchasers for value. (Tex.
45024502 Prob. Code, Sec. 55(a) (part).)
45034503 Sec. 202.204. LIMITATION OF LIABILITY OF CERTAIN PERSONS
45044504 ACTING IN ACCORDANCE WITH JUDGMENT. (a) The judgment in a
45054505 proceeding to declare heirship is conclusive in a suit between an
45064506 heir omitted from the judgment and a bona fide purchaser for value
45074507 who purchased property after entry of the judgment without actual
45084508 notice of the claim of the omitted heir, regardless of whether the
45094509 judgment is subsequently modified, set aside, or nullified.
45104510 (b) A person is not liable to another person for the
45114511 following actions performed in good faith after a judgment is
45124512 entered in a proceeding to declare heirship:
45134513 (1) delivering the property of the decedent who was
45144514 the subject of the proceeding to the persons named as heirs in the
45154515 judgment; or
45164516 (2) engaging in any other transaction with the persons
45174517 named as heirs in the judgment. (Tex. Prob. Code, Sec. 55(b).)
45184518 Sec. 202.205. EFFECT OF CERTAIN JUDGMENTS ON LIABILITY TO
45194519 CREDITORS. (a) A judgment in a proceeding to declare heirship
45204520 stating that there is no necessity for administration of the estate
45214521 of the decedent who is the subject of the proceeding constitutes
45224522 authorization for a person who owes money to the estate, has custody
45234523 of estate property, acts as registrar or transfer agent of an
45244524 evidence of interest, indebtedness, property, or right belonging to
45254525 the estate, or purchases from or otherwise deals with an heir named
45264526 in the judgment to take the following actions without liability to a
45274527 creditor of the estate or other person:
45284528 (1) to pay, deliver, or transfer the property or the
45294529 evidence of property rights to an heir named in the judgment; or
45304530 (2) to purchase property from an heir named in the
45314531 judgment.
45324532 (b) An heir named in a judgment in a proceeding to declare
45334533 heirship is entitled to enforce the heir's right to payment,
45344534 delivery, or transfer described by Subsection (a) by suit.
45354535 (c) Except as provided by this section, this chapter does
45364536 not affect the rights or remedies of the creditors of a decedent who
45374537 is the subject of a proceeding to declare heirship. (Tex. Prob.
45384538 Code, Sec. 55(c).)
45394539 Sec. 202.206. FILING AND RECORDING OF JUDGMENT. (a) A
45404540 certified copy of the judgment in a proceeding to declare heirship
45414541 may be:
45424542 (1) filed for record in the office of the county clerk
45434543 of the county in which any real property described in the judgment
45444544 is located;
45454545 (2) recorded in the deed records of that county; and
45464546 (3) indexed in the name of the decedent who was the
45474547 subject of the proceeding as grantor and in the names of the heirs
45484548 named in the judgment as grantees.
45494549 (b) On the filing of a judgment in accordance with
45504550 Subsection (a), the judgment constitutes constructive notice of the
45514551 facts stated in the judgment. (Tex. Prob. Code, Sec. 56.)
45524552 CHAPTER 203. NONJUDICIAL EVIDENCE OF HEIRSHIP
45534553 Sec. 203.001. RECORDED STATEMENT OF FACTS AS PRIMA
45544554 FACIE EVIDENCE OF HEIRSHIP
45554555 Sec. 203.002. FORM OF AFFIDAVIT CONCERNING IDENTITY OF
45564556 HEIRS
45574557 CHAPTER 203. NONJUDICIAL EVIDENCE OF HEIRSHIP
45584558 Sec. 203.001. RECORDED STATEMENT OF FACTS AS PRIMA FACIE
45594559 EVIDENCE OF HEIRSHIP. (a) A court shall receive in a proceeding to
45604560 declare heirship or a suit involving title to property a statement
45614561 of facts concerning the family history, genealogy, marital status,
45624562 or the identity of the heirs of a decedent as prima facie evidence
45634563 of the facts contained in the statement if:
45644564 (1) the statement is contained in:
45654565 (A) an affidavit or other instrument legally
45664566 executed and acknowledged or sworn to before, and certified by, an
45674567 officer authorized to take acknowledgments or oaths, as applicable;
45684568 or
45694569 (B) a judgment of a court of record; and
45704570 (2) the affidavit or instrument containing the
45714571 statement has been of record for five years or more in the deed
45724572 records of a county in this state in which the property is located
45734573 at the time the suit involving title to property is commenced, or in
45744574 the deed records of a county in this state in which the decedent was
45754575 domiciled or had a fixed place of residence at the time of the
45764576 decedent's death.
45774577 (b) If there is an error in a statement of facts in a
45784578 recorded affidavit or instrument described by Subsection (a),
45794579 anyone interested in a proceeding in which the affidavit or
45804580 instrument is offered in evidence may prove the true facts.
45814581 (c) An affidavit of facts concerning the identity of a
45824582 decedent's heirs as to an interest in real property that is filed in
45834583 a proceeding or suit described by Subsection (a) may be in the form
45844584 prescribed by Section 203.002.
45854585 (d) An affidavit of facts concerning the identity of a
45864586 decedent's heirs does not affect the rights of an omitted heir or
45874587 creditor of the decedent as otherwise provided by law. This section
45884588 is cumulative of all other statutes on the same subject and may not
45894589 be construed as abrogating any right to present evidence or rely on
45904590 an affidavit of facts conferred by any other statute or rule. (Tex.
45914591 Prob. Code, Sec. 52.)
45924592 Sec. 203.002. FORM OF AFFIDAVIT CONCERNING IDENTITY OF
45934593 HEIRS. An affidavit of facts concerning the identity of a
45944594 decedent's heirs may be in substantially the following form:
45954595 AFFIDAVIT OF FACTS CONCERNING THE IDENTITY OF HEIRS
45964596 Before me, the undersigned authority, on this day personally
45974597 appeared __________ ("Affiant") (insert name of affiant) who, being
45984598 first duly sworn, upon his/her oath states:
45994599 1. My name is __________ (insert name of affiant), and I live
46004600 at __________ (insert address of affiant's residence). I am
46014601 personally familiar with the family and marital history of
46024602 __________ ("Decedent") (insert name of decedent), and I have
46034603 personal knowledge of the facts stated in this affidavit.
46044604 2. I knew decedent from __________ (insert date) until
46054605 __________ (insert date). Decedent died on __________ (insert date
46064606 of death). Decedent's place of death was __________ (insert place
46074607 of death). At the time of decedent's death, decedent's residence was
46084608 __________ (insert address of decedent's residence).
46094609 3. Decedent's marital history was as follows: __________
46104610 (insert marital history and, if decedent's spouse is deceased,
46114611 insert date and place of spouse's death).
46124612 4. Decedent had the following children: __________ (insert
46134613 name, birth date, name of other parent, and current address of child
46144614 or date of death of child and descendants of deceased child, as
46154615 applicable, for each child).
46164616 5. Decedent did not have or adopt any other children and did
46174617 not take any other children into decedent's home or raise any other
46184618 children, except: __________ (insert name of child or names of
46194619 children, or state "none").
46204620 6. (Include if decedent was not survived by descendants.)
46214621 Decedent's mother was: __________ (insert name, birth date, and
46224622 current address or date of death of mother, as applicable).
46234623 7. (Include if decedent was not survived by descendants.)
46244624 Decedent's father was: __________ (insert name, birth date, and
46254625 current address or date of death of father, as applicable).
46264626 8. (Include if decedent was not survived by descendants or by
46274627 both mother and father.) Decedent had the following siblings:
46284628 __________ (insert name, birth date, and current address or date of
46294629 death of each sibling and parents of each sibling and descendants of
46304630 each deceased sibling, as applicable, or state "none").
46314631 9. (Optional.) The following persons have knowledge
46324632 regarding the decedent, the identity of decedent's children, if
46334633 any, parents, or siblings, if any: __________ (insert names of
46344634 persons with knowledge, or state "none").
46354635 10. Decedent died without leaving a written will. (Modify
46364636 statement if decedent left a written will.)
46374637 11. There has been no administration of decedent's estate.
46384638 (Modify statement if there has been administration of decedent's
46394639 estate.)
46404640 12. Decedent left no debts that are unpaid, except:
46414641 __________ (insert list of debts, or state "none").
46424642 13. There are no unpaid estate or inheritance taxes, except:
46434643 __________ (insert list of unpaid taxes, or state "none").
46444644 14. To the best of my knowledge, decedent owned an interest
46454645 in the following real property: __________ (insert list of real
46464646 property in which decedent owned an interest, or state "none").
46474647 15. (Optional.) The following were the heirs of decedent:
46484648 __________ (insert names of heirs).
46494649 16. (Insert additional information as appropriate, such as
46504650 size of the decedent's estate.)
46514651 Signed this ___ day of __________, ___.
46524652 _________________________________
46534653 (signature of affiant)
46544654 State of __________
46554655 County of __________
46564656 Sworn to and subscribed to before me on __________ (date) by
46574657 __________ (insert name of affiant).
46584658 _________________________________
46594659 (signature of notarial officer)
46604660 (Seal, if any, of notary) __________
46614661 (printed name)
46624662 My commission expires: __________
46634663 (Tex. Prob. Code, Sec. 52A.)
46644664 CHAPTER 204. GENETIC TESTING IN PROCEEDINGS TO DECLARE HEIRSHIP
46654665 SUBCHAPTER A. GENERAL PROVISIONS
46664666 Sec. 204.001. PROCEEDINGS AND RECORDS PUBLIC
46674667 [Sections 204.002-204.050 reserved for expansion]
46684668 SUBCHAPTER B. COURT ORDERS FOR GENETIC TESTING IN PROCEEDINGS TO DECLARE HEIRSHIP
46694669 DECLARE HEIRSHIP
46704670 Sec. 204.051. ORDER FOR GENETIC TESTING
46714671 Sec. 204.052. ADVANCEMENT OF COSTS
46724672 Sec. 204.053. ORDER AND ADVANCEMENT OF COSTS FOR
46734673 SUBSEQUENT GENETIC TESTING
46744674 Sec. 204.054. SUBMISSION OF GENETIC MATERIAL BY OTHER
46754675 RELATIVE UNDER CERTAIN CIRCUMSTANCES
46764676 Sec. 204.055. GENETIC TESTING OF DECEASED INDIVIDUAL
46774677 Sec. 204.056. CRIMINAL PENALTY
46784678 [Sections 204.057-204.100 reserved for expansion]
46794679 SUBCHAPTER C. RESULTS OF GENETIC TESTING
46804680 Sec. 204.101. RESULTS OF GENETIC TESTING;
46814681 ADMISSIBILITY
46824682 Sec. 204.102. PRESUMPTION REGARDING RESULTS OF GENETIC
46834683 TESTING; REBUTTAL
46844684 Sec. 204.103. CONTESTING RESULTS OF GENETIC TESTING
46854685 [Sections 204.104-204.150 reserved for expansion]
46864686 SUBCHAPTER D. USE OF RESULTS OF GENETIC TESTING IN CERTAIN PROCEEDINGS TO DECLARE HEIRSHIP
46874687 PROCEEDINGS TO DECLARE HEIRSHIP
46884688 Sec. 204.151. APPLICABILITY OF SUBCHAPTER
46894689 Sec. 204.152. REQUIRED FINDINGS IN ABSENCE OF REBUTTAL
46904690 EVIDENCE
46914691 Sec. 204.153. EFFECT OF INCONCLUSIVE RESULTS OF
46924692 GENETIC TESTING
46934693 [Sections 204.154-204.200 reserved for expansion]
46944694 SUBCHAPTER E. ADDITIONAL ORDERS FOLLOWING RESULTS OF GENETIC TESTING
46954695 TESTING
46964696 Sec. 204.201. ORDER FOR CHANGE OF NAME
46974697 CHAPTER 204. GENETIC TESTING IN PROCEEDINGS TO DECLARE HEIRSHIP
46984698 SUBCHAPTER A. GENERAL PROVISIONS
46994699 Sec. 204.001. PROCEEDINGS AND RECORDS PUBLIC. A proceeding
47004700 under this chapter or Chapter 202 involving genetic testing is open
47014701 to the public as in other civil cases. Papers and records in the
47024702 proceeding are available for public inspection. (Tex. Prob. Code,
47034703 Sec. 53E.)
47044704 [Sections 204.002-204.050 reserved for expansion]
47054705 SUBCHAPTER B. COURT ORDERS FOR GENETIC TESTING IN PROCEEDINGS TO
47064706 DECLARE HEIRSHIP
47074707 Sec. 204.051. ORDER FOR GENETIC TESTING. (a) In a
47084708 proceeding to declare heirship under Chapter 202, the court may, on
47094709 the court's own motion, and shall, on the request of a party to the
47104710 proceeding, order one or more specified individuals to submit to
47114711 genetic testing as provided by Subchapter F, Chapter 160, Family
47124712 Code. If two or more individuals are ordered to be tested, the
47134713 court may order that the testing of those individuals be done
47144714 concurrently or sequentially.
47154715 (b) The court may enforce an order under this section by
47164716 contempt. (Tex. Prob. Code, Sec. 53A(a).)
47174717 Sec. 204.052. ADVANCEMENT OF COSTS. Subject to any
47184718 assessment of costs following a proceeding to declare heirship in
47194719 accordance with Rule 131, Texas Rules of Civil Procedure, the cost
47204720 of genetic testing ordered under Section 204.051 must be advanced:
47214721 (1) by a party to the proceeding who requests the
47224722 testing;
47234723 (2) as agreed by the parties and approved by the court;
47244724 or
47254725 (3) as ordered by the court. (Tex. Prob. Code, Sec.
47264726 53A(b).)
47274727 Sec. 204.053. ORDER AND ADVANCEMENT OF COSTS FOR SUBSEQUENT
47284728 GENETIC TESTING. (a) Subject to Subsection (b), the court shall
47294729 order genetic testing subsequent to the testing conducted under
47304730 Section 204.051 if:
47314731 (1) a party to the proceeding to declare heirship
47324732 contests the results of the genetic testing ordered under Section
47334733 204.051; and
47344734 (2) the party contesting the results requests that
47354735 additional testing be conducted.
47364736 (b) If the results of the genetic testing ordered under
47374737 Section 204.051 identify a tested individual as an heir of the
47384738 decedent, the court may order additional genetic testing in
47394739 accordance with Subsection (a) only if the party contesting those
47404740 results pays for the additional testing in advance. (Tex. Prob.
47414741 Code, Secs. 53A(c), (d).)
47424742 Sec. 204.054. SUBMISSION OF GENETIC MATERIAL BY OTHER
47434743 RELATIVE UNDER CERTAIN CIRCUMSTANCES. If a sample of an
47444744 individual's genetic material that could identify another
47454745 individual as the decedent's heir is not available for purposes of
47464746 conducting genetic testing under this subchapter, the court, on a
47474747 finding of good cause and that the need for genetic testing
47484748 outweighs the legitimate interests of the individual to be tested,
47494749 may order any of the following individuals to submit a sample of
47504750 genetic material for the testing under circumstances the court
47514751 considers just:
47524752 (1) a parent, sibling, or child of the individual
47534753 whose genetic material is not available; or
47544754 (2) any other relative of that individual, as
47554755 necessary to conduct the testing. (Tex. Prob. Code, Sec. 53A(e).)
47564756 Sec. 204.055. GENETIC TESTING OF DECEASED INDIVIDUAL. On
47574757 good cause shown, the court may order:
47584758 (1) genetic testing of a deceased individual under
47594759 this subchapter; and
47604760 (2) if necessary, removal of the remains of the
47614761 deceased individual as provided by Section 711.004, Health and
47624762 Safety Code, for that testing. (Tex. Prob. Code, Sec. 53A(f).)
47634763 Sec. 204.056. CRIMINAL PENALTY. (a) An individual commits
47644764 an offense if:
47654765 (1) the individual intentionally releases an
47664766 identifiable sample of the genetic material of another individual
47674767 that was provided for purposes of genetic testing ordered under
47684768 this subchapter; and
47694769 (2) the release:
47704770 (A) is for a purpose not related to the
47714771 proceeding to declare heirship; and
47724772 (B) was not ordered by the court or done in
47734773 accordance with written permission obtained from the individual who
47744774 provided the sample.
47754775 (b) An offense under this section is a Class A misdemeanor.
47764776 (Tex. Prob. Code, Sec. 53A(g).)
47774777 [Sections 204.057-204.100 reserved for expansion]
47784778 SUBCHAPTER C. RESULTS OF GENETIC TESTING
47794779 Sec. 204.101. RESULTS OF GENETIC TESTING; ADMISSIBILITY. A
47804780 report of the results of genetic testing ordered under Subchapter
47814781 B:
47824782 (1) must comply with the requirements for a report
47834783 prescribed by Section 160.504, Family Code; and
47844784 (2) is admissible in a proceeding to declare heirship
47854785 under Chapter 202 as evidence of the truth of the facts asserted in
47864786 the report. (Tex. Prob. Code, Sec. 53B(a).)
47874787 Sec. 204.102. PRESUMPTION REGARDING RESULTS OF GENETIC
47884788 TESTING; REBUTTAL. The presumption under Section 160.505, Family
47894789 Code:
47904790 (1) applies to the results of genetic testing ordered
47914791 under Subchapter B; and
47924792 (2) may be rebutted as provided by Section 160.505,
47934793 Family Code. (Tex. Prob. Code, Sec. 53B(b).)
47944794 Sec. 204.103. CONTESTING RESULTS OF GENETIC TESTING. (a) A
47954795 party to a proceeding to declare heirship who contests the results
47964796 of genetic testing may call one or more genetic testing experts to
47974797 testify in person or by telephone, videoconference, deposition, or
47984798 another method approved by the court.
47994799 (b) Unless otherwise ordered by the court, the party
48004800 offering the testimony under Subsection (a) bears the expense for
48014801 the expert testifying. (Tex. Prob. Code, Sec. 53B(c).)
48024802 [Sections 204.104-204.150 reserved for expansion]
48034803 SUBCHAPTER D. USE OF RESULTS OF GENETIC TESTING IN CERTAIN
48044804 PROCEEDINGS TO DECLARE HEIRSHIP
48054805 Sec. 204.151. APPLICABILITY OF SUBCHAPTER. This subchapter
48064806 applies in a proceeding to declare heirship of a decedent only with
48074807 respect to an individual who:
48084808 (1) petitions the court for a determination of right
48094809 of inheritance as authorized by Section 201.052(c); and
48104810 (2) claims:
48114811 (A) to be a biological child of the decedent, but
48124812 with respect to whom a parent-child relationship with the decedent
48134813 was not established as provided by Section 160.201, Family Code; or
48144814 (B) to inherit through a biological child of the
48154815 decedent, if a parent-child relationship between the individual
48164816 through whom the inheritance is claimed and the decedent was not
48174817 established as provided by Section 160.201, Family Code. (Tex.
48184818 Prob. Code, Sec. 53C(a).)
48194819 Sec. 204.152. REQUIRED FINDINGS IN ABSENCE OF REBUTTAL
48204820 EVIDENCE. Unless the results of genetic testing of another
48214821 individual who is an heir of the decedent who is the subject of a
48224822 proceeding to declare heirship to which this subchapter applies are
48234823 admitted as rebuttal evidence, the court shall find that the
48244824 individual described by Section 204.151:
48254825 (1) is an heir of the decedent, if the results of
48264826 genetic testing ordered under Subchapter B identify a tested
48274827 individual who is an heir of the decedent as the ancestor of the
48284828 individual described by Section 204.151; or
48294829 (2) is not an heir of the decedent, if the results of
48304830 genetic testing ordered under Subchapter B exclude a tested
48314831 individual who is an heir of the decedent as the ancestor of the
48324832 individual described by Section 204.151. (Tex. Prob. Code, Secs.
48334833 53C(b), (c).)
48344834 Sec. 204.153. EFFECT OF INCONCLUSIVE RESULTS OF GENETIC
48354835 TESTING. If the results of genetic testing ordered under
48364836 Subchapter B do not identify or exclude a tested individual as the
48374837 ancestor of the individual described by Section 204.151:
48384838 (1) the court may not dismiss the proceeding to
48394839 declare heirship; and
48404840 (2) the results of the genetic testing and other
48414841 relevant evidence are admissible in the proceeding. (Tex. Prob.
48424842 Code, Sec. 53C(d).)
48434843 [Sections 204.154-204.200 reserved for expansion]
48444844 SUBCHAPTER E. ADDITIONAL ORDERS FOLLOWING RESULTS OF GENETIC
48454845 TESTING
48464846 Sec. 204.201. ORDER FOR CHANGE OF NAME. On the request of
48474847 an individual determined by the results of genetic testing to be the
48484848 heir of a decedent and for good cause shown, the court may:
48494849 (1) order the name of the individual to be changed; and
48504850 (2) if the court orders a name change under
48514851 Subdivision (1), order the bureau of vital statistics to issue an
48524852 amended birth record for the individual. (Tex. Prob. Code, Sec.
48534853 53D.)
48544854 CHAPTER 205. SMALL ESTATE AFFIDAVIT
48554855 Sec. 205.001. ENTITLEMENT TO ESTATE WITHOUT
48564856 APPOINTMENT OF PERSONAL REPRESENTATIVE
48574857 Sec. 205.002. AFFIDAVIT REQUIREMENTS
48584858 Sec. 205.003. EXAMINATION AND APPROVAL OF AFFIDAVIT
48594859 Sec. 205.004. COPY OF AFFIDAVIT TO CERTAIN PERSONS
48604860 Sec. 205.005. AFFIDAVIT AS LOCAL GOVERNMENT RECORD
48614861 Sec. 205.006. TITLE TO HOMESTEAD TRANSFERRED UNDER
48624862 AFFIDAVIT
48634863 Sec. 205.007. LIABILITY OF CERTAIN PERSONS
48644864 Sec. 205.008. EFFECT OF CHAPTER
48654865 CHAPTER 205. SMALL ESTATE AFFIDAVIT
48664866 Sec. 205.001. ENTITLEMENT TO ESTATE WITHOUT APPOINTMENT OF
48674867 PERSONAL REPRESENTATIVE. The distributees of the estate of a
48684868 decedent who dies intestate are entitled to the decedent's estate
48694869 without waiting for the appointment of a personal representative of
48704870 the estate to the extent the estate assets, excluding homestead and
48714871 exempt property, exceed the known liabilities of the estate,
48724872 excluding any liabilities secured by homestead and exempt property,
48734873 if:
48744874 (1) 30 days have elapsed since the date of the
48754875 decedent's death;
48764876 (2) no petition for the appointment of a personal
48774877 representative is pending or has been granted;
48784878 (3) the value of the estate assets, excluding
48794879 homestead and exempt property, does not exceed $50,000;
48804880 (4) an affidavit that meets the requirements of
48814881 Section 205.002 is filed with the clerk of the court that has
48824882 jurisdiction and venue of the estate;
48834883 (5) the judge approves the affidavit as provided by
48844884 Section 205.003; and
48854885 (6) the distributees comply with Section 205.004.
48864886 (Tex. Prob. Code, Sec. 137(a) (part).)
48874887 Sec. 205.002. AFFIDAVIT REQUIREMENTS. An affidavit filed
48884888 under Section 205.001 must:
48894889 (1) be sworn to by:
48904890 (A) two disinterested witnesses;
48914891 (B) each distributee of the estate who has legal
48924892 capacity; and
48934893 (C) if warranted by the facts, the natural
48944894 guardian or next of kin of any minor distributee or the guardian of
48954895 any other incapacitated distributee;
48964896 (2) show the existence of the conditions prescribed by
48974897 Sections 205.001(1), (2), and (3); and
48984898 (3) include:
48994899 (A) a list of all known estate assets and
49004900 liabilities;
49014901 (B) the name and address of each distributee; and
49024902 (C) the relevant family history facts concerning
49034903 heirship that show each distributee's right to receive estate money
49044904 or other property or to have any evidence of money, property, or
49054905 other right of the estate as is determined to exist transferred to
49064906 the distributee as an heir or assignee. (Tex. Prob. Code, Sec.
49074907 137(a) (part).)
49084908 Sec. 205.003. EXAMINATION AND APPROVAL OF AFFIDAVIT. The
49094909 judge shall examine an affidavit filed under Section 205.001. The
49104910 judge may approve the affidavit if the judge determines that the
49114911 affidavit conforms to the requirements of this chapter. (Tex.
49124912 Prob. Code, Sec. 137(a) (part).)
49134913 Sec. 205.004. COPY OF AFFIDAVIT TO CERTAIN PERSONS. The
49144914 distributees of the estate shall provide a copy of the affidavit
49154915 under this chapter, certified by the court clerk, to each person
49164916 who:
49174917 (1) owes money to the estate;
49184918 (2) has custody or possession of estate property; or
49194919 (3) acts as a registrar, fiduciary, or transfer agent
49204920 of or for an evidence of interest, indebtedness, property, or other
49214921 right belonging to the estate. (Tex. Prob. Code, Sec. 137(a)
49224922 (part).)
49234923 Sec. 205.005. AFFIDAVIT AS LOCAL GOVERNMENT RECORD. (a) If
49244924 the judge approves an affidavit under Section 205.003, the
49254925 affidavit shall be maintained as a local government record under
49264926 Subtitle C, Title 6, Local Government Code.
49274927 (b) If the county does not maintain local government records
49284928 in a manner authorized under Subtitle C, Title 6, Local Government
49294929 Code, the county clerk shall provide and keep in the clerk's office
49304930 an appropriate book labeled "Small Estates" in which the clerk
49314931 shall, on payment of the legal recording fee, record each affidavit
49324932 filed under this chapter. The small estates book must contain an
49334933 accurate index that shows the decedent's name and references to any
49344934 land involved. (Tex. Prob. Code, Sec. 137(d).)
49354935 Sec. 205.006. TITLE TO HOMESTEAD TRANSFERRED UNDER
49364936 AFFIDAVIT. (a) If a decedent's homestead is the only real property
49374937 in the decedent's estate, title to the homestead may be transferred
49384938 under an affidavit that meets the requirements of this chapter. The
49394939 affidavit used to transfer title to the homestead must be recorded
49404940 in the deed records of a county in which the homestead is located.
49414941 (b) A bona fide purchaser for value may rely on an affidavit
49424942 recorded under this section. A bona fide purchaser for value
49434943 without actual or constructive notice of an heir who is not
49444944 disclosed in the recorded affidavit acquires title to a homestead
49454945 free of the interests of the undisclosed heir, but remains subject
49464946 to any claim a creditor of the decedent has by law. A purchaser has
49474947 constructive notice of an heir who is not disclosed in the recorded
49484948 affidavit if an affidavit, judgment of heirship, or title
49494949 transaction in the chain of title in the deed records identifies
49504950 that heir as the decedent's heir.
49514951 (c) An heir who is not disclosed in an affidavit recorded
49524952 under this section may recover from an heir who receives
49534953 consideration from a purchaser in a transfer for value of title to a
49544954 homestead passing under the affidavit. (Tex. Prob. Code, Sec.
49554955 137(c).)
49564956 Sec. 205.007. LIABILITY OF CERTAIN PERSONS. (a) A person
49574957 making a payment, delivery, transfer, or issuance under an
49584958 affidavit described by this chapter is released to the same extent
49594959 as if made to a personal representative of the decedent. The person
49604960 may not be required to:
49614961 (1) see to the application of the affidavit; or
49624962 (2) inquire into the truth of any statement in the
49634963 affidavit.
49644964 (b) The distributees to whom payment, delivery, transfer,
49654965 or issuance is made are:
49664966 (1) answerable for the payment, delivery, transfer, or
49674967 issuance to any person having a prior right; and
49684968 (2) accountable to any personal representative
49694969 appointed after the payment, delivery, transfer, or issuance.
49704970 (c) Each person who executed the affidavit is liable for any
49714971 damage or loss to any person that arises from a payment, delivery,
49724972 transfer, or issuance made in reliance on the affidavit.
49734973 (d) If a person to whom the affidavit is delivered refuses
49744974 to pay, deliver, transfer, or issue property as provided by this
49754975 section, the property may be recovered in an action brought for that
49764976 purpose by or on behalf of the distributees entitled to the property
49774977 on proof of the facts required to be stated in the affidavit. (Tex.
49784978 Prob. Code, Sec. 138.)
49794979 Sec. 205.008. EFFECT OF CHAPTER. (a) This chapter does not
49804980 affect the disposition of property under a will or other
49814981 testamentary document.
49824982 (b) Except as provided by Section 205.006, this chapter does
49834983 not transfer title to real property. (Tex. Prob. Code, Sec.
49844984 137(b).)
49854985 [Chapters 206-250 reserved for expansion]
49864986 SUBTITLE F. WILLS
49874987 CHAPTER 251. FUNDAMENTAL REQUIREMENTS AND PROVISIONS RELATING TO WILLS
49884988 WILLS
49894989 SUBCHAPTER A. WILL FORMATION
49904990 Sec. 251.001. WHO MAY EXECUTE WILL
49914991 Sec. 251.002. INTERESTS THAT MAY PASS BY WILL;
49924992 DISINHERITANCE
49934993 [Sections 251.003-251.050 reserved for expansion]
49944994 SUBCHAPTER B. WILL REQUIREMENTS
49954995 Sec. 251.051. WRITTEN, SIGNED, AND ATTESTED
49964996 Sec. 251.052. EXCEPTION FOR HOLOGRAPHIC WILLS
49974997 [Sections 251.053-251.100 reserved for expansion]
49984998 SUBCHAPTER C. SELF-PROVED WILLS
49994999 Sec. 251.101. SELF-PROVED WILL
50005000 Sec. 251.102. PROBATE AND TREATMENT OF SELF-PROVED
50015001 WILL
50025002 Sec. 251.103. PERIOD FOR MAKING ATTESTED WILLS
50035003 SELF-PROVED
50045004 Sec. 251.104. REQUIREMENTS FOR SELF-PROVING AFFIDAVIT
50055005 Sec. 251.105. EFFECT OF SIGNATURE ON SELF-PROVING
50065006 AFFIDAVIT
50075007 Sec. 251.106. CONTEST, REVOCATION, OR AMENDMENT OF
50085008 SELF-PROVED WILL
50095009 Sec. 251.107. SELF-PROVED HOLOGRAPHIC WILL
50105010 CHAPTER 251. FUNDAMENTAL REQUIREMENTS AND PROVISIONS RELATING TO
50115011 WILLS
50125012 SUBCHAPTER A. WILL FORMATION
50135013 Sec. 251.001. WHO MAY EXECUTE WILL. Under the rules and
50145014 limitations prescribed by law, a person of sound mind has the right
50155015 and power to make a last will and testament if, at the time the will
50165016 is made, the person:
50175017 (1) is 18 years of age or older;
50185018 (2) is or has been married; or
50195019 (3) is a member of the armed forces of the United
50205020 States, an auxiliary of the armed forces of the United States, or
50215021 the United States Maritime Service. (Tex. Prob. Code, Sec. 57.)
50225022 Sec. 251.002. INTERESTS THAT MAY PASS BY WILL;
50235023 DISINHERITANCE. (a) Subject to limitations prescribed by law, a
50245024 person competent to make a last will and testament may devise under
50255025 the will and testament all the estate, right, title, and interest in
50265026 property the person has at the time of the person's death.
50275027 (b) A person who makes a last will and testament may:
50285028 (1) disinherit an heir; and
50295029 (2) direct the disposition of property or an interest
50305030 passing under the will or by intestacy. (Tex. Prob. Code, Secs.
50315031 58(a), (b).)
50325032 [Sections 251.003-251.050 reserved for expansion]
50335033 SUBCHAPTER B. WILL REQUIREMENTS
50345034 Sec. 251.051. WRITTEN, SIGNED, AND ATTESTED. Except as
50355035 otherwise provided by law, a last will and testament must be:
50365036 (1) in writing;
50375037 (2) signed by:
50385038 (A) the testator in person; or
50395039 (B) another person on behalf of the testator:
50405040 (i) in the testator's presence; and
50415041 (ii) under the testator's direction; and
50425042 (3) attested by two or more credible witnesses who are
50435043 at least 14 years of age and who subscribe their names to the will in
50445044 their own handwriting in the testator's presence. (Tex. Prob.
50455045 Code, Sec. 59(a) (part).)
50465046 Sec. 251.052. EXCEPTION FOR HOLOGRAPHIC WILLS.
50475047 Notwithstanding Section 251.051, a will written wholly in the
50485048 testator's handwriting is not required to be attested by
50495049 subscribing witnesses. (Tex. Prob. Code, Secs. 59(a) (part), 60
50505050 (part).)
50515051 [Sections 251.053-251.100 reserved for expansion]
50525052 SUBCHAPTER C. SELF-PROVED WILLS
50535053 Sec. 251.101. SELF-PROVED WILL. A will to which a
50545054 self-proving affidavit subscribed and sworn to by the testator and
50555055 witnesses is attached or annexed is a self-proved will. (Tex. Prob.
50565056 Code, Sec. 59(b) (part).)
50575057 Sec. 251.102. PROBATE AND TREATMENT OF SELF-PROVED WILL.
50585058 (a) A self-proved will may be admitted to probate without the
50595059 testimony of any subscribing witnesses if the testator and
50605060 witnesses execute a self-proving affidavit.
50615061 (b) A self-proved will may not otherwise be treated
50625062 differently than a will that is not self-proved. (Tex. Prob. Code,
50635063 Secs. 59(a) (part), (c) (part).)
50645064 Sec. 251.103. PERIOD FOR MAKING ATTESTED WILLS SELF-PROVED.
50655065 A will or testament that meets the requirements of Section 251.051
50665066 may be made self-proved at:
50675067 (1) the time of the execution of the will or testament;
50685068 or
50695069 (2) a later date during the lifetime of the testator
50705070 and the witnesses. (Tex. Prob. Code, Sec. 59(a) (part).)
50715071 Sec. 251.104. REQUIREMENTS FOR SELF-PROVING AFFIDAVIT. (a)
50725072 An affidavit that is in form and content substantially as provided
50735073 by Subsection (e) is a self-proving affidavit.
50745074 (b) A self-proving affidavit must be made by the testator
50755075 and by the attesting witnesses before an officer authorized to
50765076 administer oaths under the laws of this state. The officer shall
50775077 affix the officer's official seal to the self-proving affidavit.
50785078 (c) The self-proving affidavit shall be attached or annexed
50795079 to the will or testament.
50805080 (d) An affidavit that is in substantial compliance with the
50815081 form of the affidavit provided by Subsection (e), that is
50825082 subscribed and acknowledged by the testator, and that is
50835083 subscribed and sworn to by the attesting witnesses is sufficient to
50845084 self-prove the will. No other affidavit or certificate of a
50855085 testator is required to self-prove a will or testament other than
50865086 the affidavit provided by Subsection (e).
50875087 (e) The form and content of the self-proving affidavit must
50885088 be substantially as follows:
50895089 THE STATE OF TEXAS
50905090 COUNTY OF ________________
50915091 Before me, the undersigned authority, on this day personally
50925092 appeared _______________, _______________, and _______________,
50935093 known to me to be the testator and the witnesses, respectively,
50945094 whose names are subscribed to the annexed or foregoing instrument
50955095 in their respective capacities, and, all of said persons being by me
50965096 duly sworn, the said _______________, testator, declared to me and
50975097 to the said witnesses in my presence that said instrument is
50985098 [his/her] last will and testament, and that [he/she] had willingly
50995099 made and executed it as [his/her] free act and deed; and the said
51005100 witnesses, each on [his/her] oath stated to me, in the presence and
51015101 hearing of the said testator, that the said testator had declared to
51025102 them that said instrument is [his/her] last will and testament, and
51035103 that [he/she] executed same as such and wanted each of them to sign
51045104 it as a witness; and upon their oaths each witness stated further
51055105 that they did sign the same as witnesses in the presence of the said
51065106 testator and at [his/her] request; that [he/she] was at that time
51075107 eighteen years of age or over (or being under such age, was or had
51085108 been lawfully married, or was then a member of the armed forces of
51095109 the United States, or an auxiliary of the armed forces of the United
51105110 States, or the United States Maritime Service) and was of sound
51115111 mind; and that each of said witnesses was then at least fourteen
51125112 years of age.
51135113 _______________
51145114 Testator
51155115 _______________
51165116 Witness
51175117 _______________
51185118 Witness
51195119 Subscribed and sworn to before me by the said ____________,
51205120 testator, and by the said ________________ and _______________,
51215121 witnesses, this ______ day of ________________ A.D.
51225122 ________________.
51235123 (SEAL)
51245124 (Signed) ______________________________
51255125 (Official Capacity of Officer)
51265126 (Tex. Prob. Code, Secs. 59(a) (part), (b) (part).)
51275127 Sec. 251.105. EFFECT OF SIGNATURE ON SELF-PROVING
51285128 AFFIDAVIT. A signature on a self-proving affidavit is considered a
51295129 signature to the will if necessary to prove that the will was signed
51305130 by the testator or witnesses or both, except that, in that case, the
51315131 will may not be considered a self-proved will. (Tex. Prob. Code,
51325132 Sec. 59(b) (part).)
51335133 Sec. 251.106. CONTEST, REVOCATION, OR AMENDMENT OF
51345134 SELF-PROVED WILL. A self-proved will may be contested, revoked, or
51355135 amended by a codicil in the same manner as a will that is not
51365136 self-proved. (Tex. Prob. Code, Sec. 59(c) (part).)
51375137 Sec. 251.107. SELF-PROVED HOLOGRAPHIC WILL.
51385138 Notwithstanding any other provision of this subchapter, a will
51395139 written wholly in the testator's handwriting may be made
51405140 self-proved at any time during the testator's lifetime by the
51415141 attachment or annexation to the will of an affidavit by the testator
51425142 to the effect that:
51435143 (1) the instrument is the testator's last will;
51445144 (2) the testator was 18 years of age or older at the
51455145 time the will was executed or, if the testator was younger than 18
51465146 years of age, that the testator:
51475147 (A) was or had been married; or
51485148 (B) was a member of the armed forces of the United
51495149 States, an auxiliary of the armed forces of the United States, or
51505150 the United States Maritime Service at the time the will was
51515151 executed;
51525152 (3) the testator was of sound mind; and
51535153 (4) the testator has not revoked the will. (Tex. Prob.
51545154 Code, Sec. 60 (part).)
51555155 CHAPTER 252. SAFEKEEPING AND CUSTODY OF WILLS
51565156 SUBCHAPTER A. DEPOSIT OF WILL WITH COUNTY CLERK
51575157 Sec. 252.001. WILL DEPOSIT; CERTIFICATE
51585158 Sec. 252.002. SEALED WRAPPER REQUIRED
51595159 Sec. 252.003. NUMBERING OF FILED WILLS AND
51605160 CORRESPONDING CERTIFICATES
51615161 Sec. 252.004. INDEX
51625162 [Sections 252.005-252.050 reserved for expansion]
51635163 SUBCHAPTER B. WILL DELIVERY DURING LIFE OF TESTATOR
51645164 Sec. 252.051. WILL DELIVERY
51655165 Sec. 252.052. SURRENDER OF CERTIFICATE OF DEPOSIT;
51665166 EXCEPTION
51675167 [Sections 252.053-252.100 reserved for expansion]
51685168 SUBCHAPTER C. ACTIONS BY COUNTY CLERK ON DEATH OF TESTATOR
51695169 Sec. 252.101. NOTIFICATION BY COUNTY CLERK
51705170 Sec. 252.102. WILL DELIVERY ON TESTATOR'S DEATH
51715171 Sec. 252.103. INSPECTION OF WILL BY COUNTY CLERK
51725172 Sec. 252.104. NOTICE AND DELIVERY OF WILL TO EXECUTOR
51735173 Sec. 252.105. NOTICE AND DELIVERY OF WILL TO DEVISEES
51745174 [Sections 252.106-252.150 reserved for expansion]
51755175 SUBCHAPTER D. LEGAL EFFECT OF WILL DEPOSIT
51765176 Sec. 252.151. DEPOSIT HAS NO LEGAL SIGNIFICANCE
51775177 Sec. 252.152. PRIOR DEPOSITED WILL IN RELATION TO
51785178 LATER WILL
51795179 Sec. 252.153. WILL DEPOSIT DOES NOT CONSTITUTE NOTICE
51805180 [Sections 252.154-252.200 reserved for expansion]
51815181 SUBCHAPTER E. DUTY AND LIABILITY OF CUSTODIAN OF ESTATE PAPERS
51825182 Sec. 252.201. WILL DELIVERY
51835183 Sec. 252.202. PERSONAL SERVICE ON CUSTODIAN OF ESTATE
51845184 PAPERS
51855185 Sec. 252.203. ARREST; CONFINEMENT
51865186 Sec. 252.204. DAMAGES
51875187 CHAPTER 252. SAFEKEEPING AND CUSTODY OF WILLS
51885188 SUBCHAPTER A. DEPOSIT OF WILL WITH COUNTY CLERK
51895189 Sec. 252.001. WILL DEPOSIT; CERTIFICATE. (a) A testator,
51905190 or another person for the testator, may deposit the testator's will
51915191 with the county clerk of the county of the testator's residence.
51925192 Before accepting the will for deposit, the clerk may require proof
51935193 satisfactory to the clerk concerning the testator's identity and
51945194 residence.
51955195 (b) The county clerk shall receive and keep the will on the
51965196 payment of a $5 fee.
51975197 (c) On the deposit of the will, the county clerk shall issue
51985198 a certificate of deposit for the will. (Tex. Prob. Code, Sec. 71(a)
51995199 (part).)
52005200 Sec. 252.002. SEALED WRAPPER REQUIRED. (a) A will intended
52015201 to be deposited with a county clerk shall be enclosed in a sealed
52025202 wrapper.
52035203 (b) The wrapper must be endorsed with:
52045204 (1) "Will of," followed by the name, address, and
52055205 signature of the testator; and
52065206 (2) the name and current address of each person who is
52075207 to be notified of the deposit of the will after the testator's
52085208 death. (Tex. Prob. Code, Sec. 71(b).)
52095209 Sec. 252.003. NUMBERING OF FILED WILLS AND CORRESPONDING
52105210 CERTIFICATES. (a) A county clerk shall number wills deposited with
52115211 the clerk in consecutive order.
52125212 (b) A certificate of deposit issued under Section
52135213 252.001(c) on receipt of a will must bear the same number as the
52145214 will for which the certificate is issued. (Tex. Prob. Code, Sec.
52155215 71(a) (part).)
52165216 Sec. 252.004. INDEX. A county clerk shall keep an index of
52175217 all wills deposited with the clerk under Section 252.001. (Tex.
52185218 Prob. Code, Sec. 71(c).)
52195219 [Sections 252.005-252.050 reserved for expansion]
52205220 SUBCHAPTER B. WILL DELIVERY DURING LIFE OF TESTATOR
52215221 Sec. 252.051. WILL DELIVERY. During the lifetime of the
52225222 testator, a will deposited with a county clerk under Subchapter A
52235223 may be delivered only to:
52245224 (1) the testator; or
52255225 (2) another person authorized by the testator by a
52265226 sworn written order. (Tex. Prob. Code, Sec. 71(d) (part).)
52275227 Sec. 252.052. SURRENDER OF CERTIFICATE OF DEPOSIT;
52285228 EXCEPTION. (a) Except as provided by Subsection (b), on delivery
52295229 of a will to the testator or a person authorized by the testator
52305230 under Section 252.051, the certificate of deposit issued for the
52315231 will must be surrendered by the person to whom delivery of the will
52325232 is made.
52335233 (b) A county clerk may instead accept and file an affidavit
52345234 by the testator stating that the certificate of deposit issued for
52355235 the will has been lost, stolen, or destroyed. (Tex. Prob. Code,
52365236 Sec. 71(d) (part).)
52375237 [Sections 252.053-252.100 reserved for expansion]
52385238 SUBCHAPTER C. ACTIONS BY COUNTY CLERK ON DEATH OF TESTATOR
52395239 Sec. 252.101. NOTIFICATION BY COUNTY CLERK. A county clerk
52405240 shall notify, by registered mail, return receipt requested, each
52415241 person named on the endorsement of the will wrapper that the will is
52425242 on deposit in the clerk's office if:
52435243 (1) an affidavit is submitted to the clerk stating
52445244 that the testator has died; or
52455245 (2) the clerk receives other notice or proof of the
52465246 testator's death sufficient to convince the clerk that the testator
52475247 has died. (Tex. Prob. Code, Sec. 71(e) (part).)
52485248 Sec. 252.102. WILL DELIVERY ON TESTATOR'S DEATH. On the
52495249 request of one or more persons notified under Section 252.101, the
52505250 county clerk shall deliver the will that is the subject of the
52515251 notice to the person or persons. The clerk shall obtain a receipt
52525252 for delivery of the will. (Tex. Prob. Code, Sec. 71(e) (part).)
52535253 Sec. 252.103. INSPECTION OF WILL BY COUNTY CLERK. A county
52545254 clerk shall open a will wrapper and inspect the will if:
52555255 (1) the notice required by Section 252.101 is returned
52565256 as undelivered; or
52575257 (2) the clerk has accepted for deposit a will that does
52585258 not specify on the will wrapper the person to whom the will is to be
52595259 delivered on the testator's death. (Tex. Prob. Code, Sec. 71(e)
52605260 (part).)
52615261 Sec. 252.104. NOTICE AND DELIVERY OF WILL TO EXECUTOR. If a
52625262 county clerk inspects a will under Section 252.103 and the will
52635263 names an executor, the clerk shall:
52645264 (1) notify the person named as executor, by registered
52655265 mail, return receipt requested, that the will is on deposit with the
52665266 clerk; and
52675267 (2) deliver, on request, the will to the person named
52685268 as executor. (Tex. Prob. Code, Sec. 71(e) (part).)
52695269 Sec. 252.105. NOTICE AND DELIVERY OF WILL TO DEVISEES. (a)
52705270 If a county clerk inspects a will under Section 252.103, the clerk
52715271 shall notify by registered mail, return receipt requested, the
52725272 devisees named in the will that the will is on deposit with the
52735273 clerk if:
52745274 (1) the will does not name an executor;
52755275 (2) the person named as executor in the will:
52765276 (A) has died; or
52775277 (B) fails to take the will before the 31st day
52785278 after the date the notice required by Section 252.104 is mailed to
52795279 the person; or
52805280 (3) the notice mailed to the person named as executor
52815281 is returned as undelivered.
52825282 (b) On request, the county clerk shall deliver the will to
52835283 any or all of the devisees notified under Subsection (a). (Tex.
52845284 Prob. Code, Sec. 71(e) (part).)
52855285 [Sections 252.106-252.150 reserved for expansion]
52865286 SUBCHAPTER D. LEGAL EFFECT OF WILL DEPOSIT
52875287 Sec. 252.151. DEPOSIT HAS NO LEGAL SIGNIFICANCE. The
52885288 provisions of Subchapter A providing for the deposit of a will with
52895289 a county clerk during the lifetime of a testator are solely for the
52905290 purpose of providing a safe and convenient repository for a will.
52915291 For purposes of probate, a will deposited as provided by Subchapter
52925292 A may not be treated differently than a will that has not been
52935293 deposited. (Tex. Prob. Code, Sec. 71(f) (part).)
52945294 Sec. 252.152. PRIOR DEPOSITED WILL IN RELATION TO LATER
52955295 WILL. A will that is not deposited as provided by Subchapter A
52965296 shall be admitted to probate on proof that the will is the last will
52975297 and testament of the testator, notwithstanding the fact that the
52985298 testator has a prior will that has been deposited in accordance with
52995299 Subchapter A. (Tex. Prob. Code, Sec. 71(f) (part).)
53005300 Sec. 252.153. WILL DEPOSIT DOES NOT CONSTITUTE NOTICE. The
53015301 deposit of a will as provided by Subchapter A does not constitute
53025302 notice, constructive or otherwise, to any person as to the
53035303 existence or the contents of the will. (Tex. Prob. Code, Sec.
53045304 71(g).)
53055305 [Sections 252.154-252.200 reserved for expansion]
53065306 SUBCHAPTER E. DUTY AND LIABILITY OF CUSTODIAN OF ESTATE PAPERS
53075307 Sec. 252.201. WILL DELIVERY. On receiving notice of a
53085308 testator's death, the person who has custody of the testator's will
53095309 shall deliver the will to the clerk of the court that has
53105310 jurisdiction of the testator's estate. (Tex. Prob. Code, Sec. 75
53115311 (part).)
53125312 Sec. 252.202. PERSONAL SERVICE ON CUSTODIAN OF ESTATE
53135313 PAPERS. On a sworn written complaint that a person has custody of
53145314 the last will of a testator or any papers belonging to the estate of
53155315 a testator or intestate, the judge of the court that has
53165316 jurisdiction of the estate shall have the person cited by personal
53175317 service to appear and show cause why the person should not deliver:
53185318 (1) the will to the court for probate; or
53195319 (2) the papers to the executor or administrator.
53205320 (Tex. Prob. Code, Sec. 75 (part).)
53215321 Sec. 252.203. ARREST; CONFINEMENT. On the return of a
53225322 citation served under Section 252.202, if the judge is satisfied
53235323 that the person served with the citation had custody of the will or
53245324 papers at the time the complaint under that section was filed and
53255325 the person does not deliver the will or papers or show good cause
53265326 why the will or papers have not been delivered, the judge may have
53275327 the person arrested and confined until the person delivers the will
53285328 or papers. (Tex. Prob. Code, Sec. 75 (part).)
53295329 Sec. 252.204. DAMAGES. (a) A person who refuses to deliver
53305330 a will or papers described by Section 252.202 is liable to any
53315331 person aggrieved by the refusal for all damages sustained as a
53325332 result of the refusal.
53335333 (b) Damages may be recovered under this section in any court
53345334 of competent jurisdiction. (Tex. Prob. Code, Sec. 75 (part).)
53355335 CHAPTER 253. CHANGE AND REVOCATION OF WILLS
53365336 Sec. 253.001. COURT MAY NOT PROHIBIT CHANGING A WILL
53375337 Sec. 253.002. REVOCATION OF WILL
53385338 CHAPTER 253. CHANGE AND REVOCATION OF WILLS
53395339 Sec. 253.001. COURT MAY NOT PROHIBIT CHANGING A WILL. (a)
53405340 Notwithstanding Section 22.007(a), in this section, "court" means a
53415341 constitutional county court, district court, or statutory county
53425342 court, including a statutory probate court.
53435343 (b) A court may not prohibit a person from executing a new
53445344 will or a codicil to an existing will. (Tex. Prob. Code, Sec. 69A.)
53455345 Sec. 253.002. REVOCATION OF WILL. A written will, or a
53465346 clause or devise in a written will, may not be revoked, except by a
53475347 subsequent will, codicil, or declaration in writing that is
53485348 executed with like formalities, or by the testator destroying or
53495349 canceling the same, or causing it to be destroyed or canceled in the
53505350 testator's presence. (Tex. Prob. Code, Sec. 63.)
53515351 CHAPTER 254. VALIDITY OF CERTAIN PROVISIONS IN, AND CONTRACTS RELATING TO, WILLS
53525352 RELATING TO, WILLS
53535353 Sec. 254.001. DEVISES TO TRUSTEES
53545354 Sec. 254.002. BEQUESTS TO CERTAIN SUBSCRIBING
53555355 WITNESSES
53565356 Sec. 254.003. DEVISES TO CERTAIN ATTORNEYS AND OTHER
53575357 PERSONS
53585358 Sec. 254.004. CONTRACTS CONCERNING WILLS OR DEVISES;
53595359 JOINT OR RECIPROCAL WILLS
53605360 CHAPTER 254. VALIDITY OF CERTAIN PROVISIONS IN, AND CONTRACTS
53615361 RELATING TO, WILLS
53625362 Sec. 254.001. DEVISES TO TRUSTEES. (a) A testator may
53635363 validly devise property in a will to the trustee of a trust
53645364 established or to be established:
53655365 (1) during the testator's lifetime by the testator,
53665366 the testator and another person, or another person, including a
53675367 funded or unfunded life insurance trust in which the settlor has
53685368 reserved any or all rights of ownership of the insurance contracts;
53695369 or
53705370 (2) at the testator's death by the testator's devise to
53715371 the trustee, regardless of the existence, size, or character of the
53725372 corpus of the trust, if:
53735373 (A) the trust is identified in the testator's
53745374 will; and
53755375 (B) the terms of the trust are in:
53765376 (i) a written instrument, other than a
53775377 will, executed before, with, or after the execution of the
53785378 testator's will; or
53795379 (ii) another person's will if that person
53805380 predeceased the testator.
53815381 (b) A devise under Subsection (a) is not invalid because the
53825382 trust:
53835383 (1) is amendable or revocable; or
53845384 (2) was amended after the execution of the will or the
53855385 testator's death.
53865386 (c) Unless the testator's will provides otherwise, property
53875387 devised to a trust described by Subsection (a) is not held under a
53885388 testamentary trust of the testator. The property:
53895389 (1) becomes part of the trust to which the property is
53905390 devised; and
53915391 (2) must be administered and disposed of according to
53925392 the provisions of the instrument establishing the trust, including
53935393 any amendment to the instrument made before or after the testator's
53945394 death.
53955395 (d) Unless the testator's will provides otherwise, a
53965396 revocation or termination of the trust before the testator's death
53975397 causes the devise to lapse. (Tex. Prob. Code, Sec. 58a.)
53985398 Sec. 254.002. BEQUESTS TO CERTAIN SUBSCRIBING WITNESSES.
53995399 (a) Except as provided by Subsection (c), if a devisee under a will
54005400 is also a subscribing witness to the will and the will cannot be
54015401 otherwise established:
54025402 (1) the bequest is void; and
54035403 (2) the subscribing witness shall be allowed and
54045404 compelled to appear and give the witness's testimony in the same
54055405 manner as if the bequest to the witness had not been made.
54065406 (b) Notwithstanding Subsection (a), if the subscribing
54075407 witness described by that subsection would have been entitled to a
54085408 share of the testator's estate had the testator died intestate, the
54095409 witness is entitled to as much of that share as does not exceed the
54105410 value of the bequest to the witness under the will.
54115411 (c) If the testimony of a subscribing witness described by
54125412 Subsection (a) proving the will is corroborated by at least one
54135413 disinterested and credible person who testifies that the
54145414 subscribing witness's testimony is true and correct:
54155415 (1) the bequest to the subscribing witness is not void
54165416 under Subsection (a); and
54175417 (2) the subscribing witness is not regarded as an
54185418 incompetent or noncredible witness under Subchapters B and C,
54195419 Chapter 251. (Tex. Prob. Code, Secs. 61, 62.)
54205420 Sec. 254.003. DEVISES TO CERTAIN ATTORNEYS AND OTHER
54215421 PERSONS. (a) A devise of property in a will is void if the devise
54225422 is made to:
54235423 (1) an attorney who prepares or supervises the
54245424 preparation of the will;
54255425 (2) a parent, descendant of a parent, or employee of
54265426 the attorney described by Subdivision (1); or
54275427 (3) the spouse of a person described by Subdivision
54285428 (1) or (2).
54295429 (b) This section does not apply to:
54305430 (1) a devise made to a person who:
54315431 (A) is the testator's spouse;
54325432 (B) is an ascendant or descendant of the
54335433 testator; or
54345434 (C) is related within the third degree by
54355435 consanguinity or affinity to the testator; or
54365436 (2) a bona fide purchaser for value from a devisee in a
54375437 will. (Tex. Prob. Code, Sec. 58b.)
54385438 Sec. 254.004. CONTRACTS CONCERNING WILLS OR DEVISES; JOINT
54395439 OR RECIPROCAL WILLS. (a) A contract executed or entered into on or
54405440 after September 1, 1979, to make a will or devise, or not to revoke a
54415441 will or devise, may be established only by:
54425442 (1) a written agreement that is binding and
54435443 enforceable; or
54445444 (2) a will stating:
54455445 (A) that a contract exists; and
54465446 (B) the material provisions of the contract.
54475447 (b) The execution of a joint will or reciprocal wills does
54485448 not constitute by itself sufficient evidence of the existence of a
54495449 contract. (Tex. Prob. Code, Sec. 59A.)
54505450 CHAPTER 255. CONSTRUCTION AND INTERPRETATION OF WILLS
54515451 SUBCHAPTER A. CERTAIN PERSONAL PROPERTY EXCLUDED FROM DEVISE OR LEGACY
54525452 LEGACY
54535453 Sec. 255.001. DEFINITIONS
54545454 Sec. 255.002. CERTAIN PERSONAL PROPERTY EXCLUDED FROM
54555455 DEVISE OF REAL PROPERTY
54565456 Sec. 255.003. CONTENTS EXCLUDED FROM LEGACY OF
54575457 PERSONAL PROPERTY
54585458 [Sections 255.004-255.050 reserved for expansion]
54595459 SUBCHAPTER B. SUCCESSION BY PRETERMITTED CHILD
54605460 Sec. 255.051. DEFINITION
54615461 Sec. 255.052. APPLICABILITY AND CONSTRUCTION
54625462 Sec. 255.053. SUCCESSION BY PRETERMITTED CHILD IF
54635463 EXECUTION
54645464 Sec. 255.054. SUCCESSION BY PRETERMITTED CHILD IF
54655465 EXECUTION
54665466 Sec. 255.055. RATABLE RECOVERY BY PRETERMITTED CHILD
54675467 BENEFICIARIES
54685468 [Sections 255.056-255.100 reserved for expansion]
54695469 SUBCHAPTER C. LIFETIME GIFTS AS SATISFACTION OF DEVISE
54705470 Sec. 255.101. CERTAIN LIFETIME GIFTS CONSIDERED
54715471 SATISFACTION OF DEVISE
54725472 Sec. 255.102. VALUATION OF PROPERTY
54735473 [Sections 255.103-255.150 reserved for expansion]
54745474 SUBCHAPTER D. FAILURE OF DEVISE; DISPOSITION OF PROPERTY TO DEVISEE WHO PREDECEASES TESTATOR
54755475 DEVISEE WHO PREDECEASES TESTATOR
54765476 Sec. 255.151. APPLICABILITY OF SUBCHAPTER
54775477 Sec. 255.152. FAILURE OF DEVISE; EFFECT ON RESIDUARY
54785478 ESTATE
54795479 Sec. 255.153. DISPOSITION OF PROPERTY TO CERTAIN
54805480 DEVISEES WHO PREDECEASE TESTATOR
54815481 Sec. 255.154. DEVISEE UNDER CLASS GIFT
54825482 [Sections 255.155-255.200 reserved for expansion]
54835483 SUBCHAPTER E. WILL PROVISION FOR MANAGEMENT OF SEPARATE PROPERTY BY SURVIVING SPOUSE
54845484 BY SURVIVING SPOUSE
54855485 Sec. 255.201. MANAGEMENT OF SEPARATE PROPERTY BY
54865486 SURVIVING SPOUSE
54875487 [Sections 255.202-255.250 reserved for expansion]
54885488 SUBCHAPTER F. DEVISE OF SECURITIES
54895489 Sec. 255.251. DEFINITIONS
54905490 Sec. 255.252. INCREASE IN SECURITIES; ACCESSIONS
54915491 Sec. 255.253. CASH DISTRIBUTION NOT INCLUDED IN DEVISE
54925492 [Sections 255.254-255.300 reserved for expansion]
54935493 SUBCHAPTER G. EXONERATION OF DEBTS SECURED BY SPECIFIC DEVISES
54945494 Sec. 255.301. NO RIGHT TO EXONERATION OF DEBTS
54955495 Sec. 255.302. EXCEPTION
54965496 Sec. 255.303. RIGHTS OF CERTAIN CREDITORS AND OTHER
54975497 PERSONS
54985498 [Sections 255.304-255.350 reserved for expansion]
54995499 SUBCHAPTER H. EXERCISE OF POWER OF APPOINTMENT THROUGH WILL
55005500 Sec. 255.351. EXERCISE OF POWER OF APPOINTMENT THROUGH
55015501 WILL
55025502 CHAPTER 255. CONSTRUCTION AND INTERPRETATION OF WILLS
55035503 SUBCHAPTER A. CERTAIN PERSONAL PROPERTY EXCLUDED FROM DEVISE OR
55045504 LEGACY
55055505 Sec. 255.001. DEFINITIONS. In this subchapter:
55065506 (1) "Contents" means tangible personal property,
55075507 other than titled personal property, found inside of or on a
55085508 specifically devised item. The term includes clothing, pictures,
55095509 furniture, coin collections, and other items of tangible personal
55105510 property that:
55115511 (A) do not require a formal transfer of title;
55125512 and
55135513 (B) are located in another item of tangible
55145514 personal property such as a cedar chest or other furniture.
55155515 (2) "Titled personal property" includes all tangible
55165516 personal property represented by a certificate of title,
55175517 certificate of ownership, written label, marking, or designation
55185518 that signifies ownership by a person. The term includes a motor
55195519 vehicle, motor home, motorboat, or other similar property that
55205520 requires a formal transfer of title. (Tex. Prob. Code, Sec. 58(d).)
55215521 Sec. 255.002. CERTAIN PERSONAL PROPERTY EXCLUDED FROM
55225522 DEVISE OF REAL PROPERTY. A devise of real property does not include
55235523 any personal property located on, or associated with, the real
55245524 property or any contents of personal property located on the real
55255525 property unless the will directs that the personal property or
55265526 contents are included in the devise. (Tex. Prob. Code, Sec. 58(c)
55275527 (part).)
55285528 Sec. 255.003. CONTENTS EXCLUDED FROM LEGACY OF PERSONAL
55295529 PROPERTY. A legacy of personal property does not include any
55305530 contents of the property unless the will directs that the contents
55315531 are included in the legacy. (Tex. Prob. Code, Sec. 58(c) (part).)
55325532 [Sections 255.004-255.050 reserved for expansion]
55335533 SUBCHAPTER B. SUCCESSION BY PRETERMITTED CHILD
55345534 Sec. 255.051. DEFINITION. In this subchapter,
55355535 "pretermitted child" means a testator's child who is born or
55365536 adopted:
55375537 (1) during the testator's lifetime or after the
55385538 testator's death; and
55395539 (2) after the execution of the testator's will. (Tex.
55405540 Prob. Code, Sec. 67(c).)
55415541 Sec. 255.052. APPLICABILITY AND CONSTRUCTION. (a)
55425542 Sections 255.053 and 255.054 apply only to a pretermitted child who
55435543 is not:
55445544 (1) mentioned in the testator's will;
55455545 (2) provided for in the testator's will; or
55465546 (3) otherwise provided for by the testator.
55475547 (b) For purposes of this subchapter, a child is provided for
55485548 or a provision is made for a child if a disposition of property to or
55495549 for the benefit of the pretermitted child, whether vested or
55505550 contingent, is made:
55515551 (1) in the testator's will, including a devise to a
55525552 trustee under Section 254.001; or
55535553 (2) outside the testator's will and is intended to take
55545554 effect at the testator's death. (Tex. Prob. Code, Secs. 67(a)
55555555 (part), (d).)
55565556 Sec. 255.053. SUCCESSION BY PRETERMITTED CHILD IF TESTATOR
55575557 HAS LIVING CHILD AT WILL'S EXECUTION. (a) If no provision is made
55585558 in the testator's last will for any child of the testator who is
55595559 living when the testator executes the will, a pretermitted child
55605560 succeeds to the portion of the testator's separate and community
55615561 estate, other than any portion of the estate devised to the
55625562 pretermitted child's other parent, to which the pretermitted child
55635563 would have been entitled under Section 201.001 if the testator had
55645564 died intestate without a surviving spouse.
55655565 (b) If a provision, whether vested or contingent, is made in
55665566 the testator's last will for one or more children of the testator
55675567 who are living when the testator executes the will, a pretermitted
55685568 child is entitled only to a portion of the disposition made to
55695569 children under the will that is equal to the portion the child would
55705570 have received if the testator had:
55715571 (1) included all of the testator's pretermitted
55725572 children with the children on whom benefits were conferred under
55735573 the will; and
55745574 (2) given an equal share of those benefits to each
55755575 child.
55765576 (c) To the extent feasible, the interest in the testator's
55775577 estate to which the pretermitted child is entitled under Subsection
55785578 (b) must be of the same character, whether an equitable or legal
55795579 life estate or in fee, as the interest that the testator conferred
55805580 on the testator's children under the will. (Tex. Prob. Code, Sec.
55815581 67(a)(1).)
55825582 Sec. 255.054. SUCCESSION BY PRETERMITTED CHILD IF TESTATOR
55835583 HAS NO LIVING CHILD AT WILL'S EXECUTION. If a testator has no child
55845584 living when the testator executes the testator's last will, a
55855585 pretermitted child succeeds to the portion of the testator's
55865586 separate and community estate, other than any portion of the estate
55875587 devised to the pretermitted child's other parent, to which the
55885588 pretermitted child would have been entitled under Section 201.001
55895589 if the testator had died intestate without a surviving spouse.
55905590 (Tex. Prob. Code, Sec. 67(a)(2).)
55915591 Sec. 255.055. RATABLE RECOVERY BY PRETERMITTED CHILD FROM
55925592 PORTIONS PASSING TO OTHER BENEFICIARIES. (a) A pretermitted child
55935593 may recover the share of the testator's estate to which the child is
55945594 entitled from the testator's other children under Section
55955595 255.053(b) or from the testamentary beneficiaries under Sections
55965596 255.053(a) and 255.054, other than the pretermitted child's other
55975597 parent, ratably, out of the portions of the estate passing to those
55985598 persons under the will.
55995599 (b) In abating the interests of the beneficiaries described
56005600 by Subsection (a), the character of the testamentary plan adopted
56015601 by the testator must be preserved to the maximum extent possible.
56025602 (Tex. Prob. Code, Sec. 67(b).)
56035603 [Sections 255.056-255.100 reserved for expansion]
56045604 SUBCHAPTER C. LIFETIME GIFTS AS SATISFACTION OF DEVISE
56055605 Sec. 255.101. CERTAIN LIFETIME GIFTS CONSIDERED
56065606 SATISFACTION OF DEVISE. Property that a testator gives to a person
56075607 during the testator's lifetime is considered a satisfaction, either
56085608 wholly or partly, of a devise to the person if:
56095609 (1) the testator's will provides for deduction of the
56105610 lifetime gift from the devise;
56115611 (2) the testator declares in a contemporaneous writing
56125612 that the lifetime gift is to be deducted from, or is in satisfaction
56135613 of, the devise; or
56145614 (3) the devisee acknowledges in writing that the
56155615 lifetime gift is in satisfaction of the devise. (Tex. Prob. Code,
56165616 Sec. 37C(a).)
56175617 Sec. 255.102. VALUATION OF PROPERTY. Property given in
56185618 partial satisfaction of a devise shall be valued as of the earlier
56195619 of:
56205620 (1) the date the devisee acquires possession of or
56215621 enjoys the property; or
56225622 (2) the date of the testator's death. (Tex. Prob.
56235623 Code, Sec. 37C(b).)
56245624 [Sections 255.103-255.150 reserved for expansion]
56255625 SUBCHAPTER D. FAILURE OF DEVISE; DISPOSITION OF PROPERTY TO
56265626 DEVISEE WHO PREDECEASES TESTATOR
56275627 Sec. 255.151. APPLICABILITY OF SUBCHAPTER. This subchapter
56285628 applies unless the testator's last will and testament provides
56295629 otherwise. For example, a devise in the testator's will stating "to
56305630 my surviving children" or "to such of my children as shall survive
56315631 me" prevents the application of Sections 255.153 and 255.154.
56325632 (Tex. Prob. Code, Sec. 68(e).)
56335633 Sec. 255.152. FAILURE OF DEVISE; EFFECT ON RESIDUARY
56345634 ESTATE. (a) Except as provided by Sections 255.153 and 255.154, if
56355635 a devise, other than a residuary devise, fails for any reason, the
56365636 devise becomes a part of the residuary estate.
56375637 (b) Except as provided by Sections 255.153 and 255.154, if
56385638 the residuary estate is devised to two or more persons and the share
56395639 of one of the residuary devisees fails for any reason, that
56405640 residuary devisee's share passes to the other residuary devisees,
56415641 in proportion to the residuary devisee's interest in the residuary
56425642 estate.
56435643 (c) Except as provided by Sections 255.153 and 255.154, the
56445644 residuary estate passes as if the testator had died intestate if all
56455645 residuary devisees:
56465646 (1) are deceased at the time the testator's will is
56475647 executed;
56485648 (2) fail to survive the testator; or
56495649 (3) are treated as if the residuary devisees
56505650 predeceased the testator. (Tex. Prob. Code, Secs. 68(b), (c), (d).)
56515651 Sec. 255.153. DISPOSITION OF PROPERTY TO CERTAIN DEVISEES
56525652 WHO PREDECEASE TESTATOR. (a) If a devisee who is a descendant of
56535653 the testator or a descendant of a testator's parent is deceased at
56545654 the time the will is executed, fails to survive the testator, or is
56555655 treated as if the devisee predeceased the testator by Chapter 121 or
56565656 otherwise, the descendants of the devisee who survived the testator
56575657 by 120 hours take the devised property in place of the devisee.
56585658 (b) Devised property to which Subsection (a) applies shall
56595659 be divided into the number of shares equal to the total number of
56605660 surviving descendants in the nearest degree of kinship to the
56615661 devisee and deceased persons in the same degree of kinship to the
56625662 devisee whose descendants survived the testator. Each surviving
56635663 descendant in the nearest degree of kinship to the devisee receives
56645664 one share, and the share of each deceased person in the same degree
56655665 of kinship to the devisee whose descendants survived the testator
56665666 is divided among the descendants by representation. (Tex. Prob.
56675667 Code, Sec. 68(a) (part).)
56685668 Sec. 255.154. DEVISEE UNDER CLASS GIFT. For purposes of
56695669 this subchapter, a person who would have been a devisee under a
56705670 class gift if the person had survived the testator is treated as a
56715671 devisee unless the person died before the date the will was
56725672 executed. (Tex. Prob. Code, Sec. 68(a) (part).)
56735673 [Sections 255.155-255.200 reserved for expansion]
56745674 SUBCHAPTER E. WILL PROVISION FOR MANAGEMENT OF SEPARATE PROPERTY
56755675 BY SURVIVING SPOUSE
56765676 Sec. 255.201. MANAGEMENT OF SEPARATE PROPERTY BY SURVIVING
56775677 SPOUSE. (a) Subject to Subsection (b) and any other restrictions
56785678 imposed by the will, a spouse by last will and testament may give to
56795679 the survivor of the marriage the power to:
56805680 (1) keep the testator's separate property together
56815681 until each distributee becomes of legal age; and
56825682 (2) manage and control the separate property under the
56835683 provisions of law relating to community property.
56845684 (b) A child or distributee entitled to any portion of the
56855685 separate property described by Subsection (a) is entitled to
56865686 receive the child's or distributee's distributive portion of the
56875687 estate at any time after the child or distributee becomes of legal
56885688 age. (Tex. Prob. Code, Sec. 70.)
56895689 [Sections 255.202-255.250 reserved for expansion]
56905690 SUBCHAPTER F. DEVISE OF SECURITIES
56915691 Sec. 255.251. DEFINITIONS. In this subchapter:
56925692 (1) "Securities" has the meaning assigned by Section
56935693 4, The Securities Act (Article 581-4, Vernon's Texas Civil
56945694 Statutes).
56955695 (2) "Stock" means securities. (Tex. Prob. Code, Sec.
56965696 70A(c).)
56975697 Sec. 255.252. INCREASE IN SECURITIES; ACCESSIONS. Unless
56985698 the will of a testator clearly provides otherwise, a devise of
56995699 securities that are owned by the testator on the date the will is
57005700 executed includes the following additional securities subsequently
57015701 acquired by the testator as a result of the testator's ownership of
57025702 the devised securities:
57035703 (1) securities of the same organization acquired
57045704 because of an action initiated by the organization or any
57055705 successor, related, or acquiring organization, including stock
57065706 splits, stock dividends, and new issues of stock acquired in a
57075707 reorganization, redemption, or exchange, other than securities
57085708 acquired through the exercise of purchase options or through a plan
57095709 of reinvestment; and
57105710 (2) securities of another organization acquired as a
57115711 result of a merger, consolidation, reorganization, or other
57125712 distribution by the organization or any successor, related, or
57135713 acquiring organization, including stock splits, stock dividends,
57145714 and new issues of stock acquired in a reorganization, redemption,
57155715 or exchange, other than securities acquired through the exercise of
57165716 purchase options or through a plan of reinvestment. (Tex. Prob.
57175717 Code, Sec. 70A(a).)
57185718 Sec. 255.253. CASH DISTRIBUTION NOT INCLUDED IN DEVISE.
57195719 Unless the will of a testator clearly provides otherwise, a devise
57205720 of securities does not include a cash distribution relating to the
57215721 securities that accrues before the testator's death, regardless of
57225722 whether the distribution is paid before the testator's death.
57235723 (Tex. Prob. Code, Sec. 70A(b).)
57245724 [Sections 255.254-255.300 reserved for expansion]
57255725 SUBCHAPTER G. EXONERATION OF DEBTS SECURED BY SPECIFIC DEVISES
57265726 Sec. 255.301. NO RIGHT TO EXONERATION OF DEBTS. Except as
57275727 provided by Section 255.302, a specific devise passes to the
57285728 devisee subject to each debt secured by the property that exists on
57295729 the date of the testator's death, and the devisee is not entitled to
57305730 exoneration from the testator's estate for payment of the debt.
57315731 (Tex. Prob. Code, Sec. 71A(a).)
57325732 Sec. 255.302. EXCEPTION. A specific devise does not pass to
57335733 the devisee subject to a debt described by Section 255.301 if the
57345734 will in which the devise is made specifically states that the devise
57355735 passes without being subject to the debt. A general provision in
57365736 the will stating that debts are to be paid is not a specific
57375737 statement for purposes of this section. (Tex. Prob. Code, Sec.
57385738 71A(b).)
57395739 Sec. 255.303. RIGHTS OF CERTAIN CREDITORS AND OTHER
57405740 PERSONS. (a) Section 255.301 does not affect the rights of
57415741 creditors provided under this title or the rights of other persons
57425742 or entities provided under Chapters 102 and 353.
57435743 (b) A debt described by Section 255.301 that a creditor
57445744 elects to have allowed and approved as a matured secured claim shall
57455745 be paid in accordance with Sections 355.153(b), (c), (d), and (e).
57465746 (Tex. Prob. Code, Sec. 71A(c).)
57475747 [Sections 255.304-255.350 reserved for expansion]
57485748 SUBCHAPTER H. EXERCISE OF POWER OF APPOINTMENT THROUGH WILL
57495749 Sec. 255.351. EXERCISE OF POWER OF APPOINTMENT THROUGH
57505750 WILL. A testator may not exercise a power of appointment through a
57515751 residuary clause in the testator's will or through a will providing
57525752 for general disposition of all of the testator's property unless:
57535753 (1) the testator makes a specific reference to the
57545754 power in the will; or
57555755 (2) there is some other indication in writing that the
57565756 testator intended to include the property subject to the power in
57575757 the will. (Tex. Prob. Code, Sec. 58c.)
57585758 CHAPTER 256. PROBATE OF WILLS GENERALLY
57595759 SUBCHAPTER A. EFFECTIVENESS OF WILL; PERIOD FOR PROBATE
57605760 Sec. 256.001. WILL NOT EFFECTIVE UNTIL PROBATED
57615761 Sec. 256.002. PROBATE BEFORE DEATH VOID
57625762 Sec. 256.003. PERIOD FOR ADMITTING WILL TO PROBATE;
57635763 PROTECTION FOR CERTAIN PURCHASERS
57645764 [Sections 256.004-256.050 reserved for expansion]
57655765 SUBCHAPTER B. APPLICATION REQUIREMENTS
57665766 Sec. 256.051. ELIGIBLE APPLICANTS FOR PROBATE OF WILL
57675767 Sec. 256.052. CONTENTS OF APPLICATION FOR PROBATE OF
57685768 WRITTEN WILL GENERALLY
57695769 Sec. 256.053. FILING OF WRITTEN WILL WITH APPLICATION
57705770 FOR PROBATE GENERALLY REQUIRED
57715771 Sec. 256.054. ADDITIONAL APPLICATION REQUIREMENTS WHEN
57725772 NO WRITTEN WILL IS PRODUCED
57735773 [Sections 256.055-256.100 reserved for expansion]
57745774 SUBCHAPTER C. PROCEDURES FOR SECOND APPLICATION
57755775 Sec. 256.101. PROCEDURE ON FILING OF SECOND
57765776 HAS NOT BEEN HEARD
57775777 Sec. 256.102. PROCEDURE ON FILING OF SECOND
57785778 WILL HAS BEEN ADMITTED
57795779 Sec. 256.103. PROCEDURE WHEN APPLICATION FOR PROBATE
57805780 ADMINISTRATION HAVE BEEN GRANTED
57815781 [Sections 256.104-256.150 reserved for expansion]
57825782 SUBCHAPTER D. REQUIRED PROOF FOR PROBATE OF WILL
57835783 Sec. 256.151. GENERAL PROOF REQUIREMENTS
57845784 Sec. 256.152. ADDITIONAL PROOF REQUIRED FOR PROBATE OF
57855785 WILL
57865786 Sec. 256.153. AUTHORIZED METHODS OF PROVING ATTESTED
57875787 WRITTEN WILL
57885788 Sec. 256.154. AUTHORIZED METHODS OF PROVING
57895789 HOLOGRAPHIC WILL
57905790 Sec. 256.155. PROCEDURES FOR DEPOSITIONS WHEN NO
57915791 CONTEST IS FILED
57925792 Sec. 256.156. PROOF OF WRITTEN WILL NOT PRODUCED IN
57935793 COURT
57945794 Sec. 256.157. TESTIMONY REGARDING PROBATE TO BE
57955795 COMMITTED TO WRITING
57965796 [Sections 256.158-256.200 reserved for expansion]
57975797 SUBCHAPTER E. ADMISSION OF WILL TO, AND PROCEDURES FOLLOWING, PROBATE
57985798 PROBATE
57995799 Sec. 256.201. ADMISSION OF WILL TO PROBATE
58005800 Sec. 256.202. CUSTODY OF PROBATED WILL
58015801 Sec. 256.203. ESTABLISHING CONTENTS OF WILL NOT IN
58025802 COURT'S CUSTODY
58035803 Sec. 256.204. PERIOD FOR CONTEST
58045804 CHAPTER 256. PROBATE OF WILLS GENERALLY
58055805 SUBCHAPTER A. EFFECTIVENESS OF WILL; PERIOD FOR PROBATE
58065806 Sec. 256.001. WILL NOT EFFECTIVE UNTIL PROBATED. Except as
58075807 provided by Subtitle K with respect to foreign wills, a will is not
58085808 effective to prove title to, or the right to possession of, any
58095809 property disposed of by the will until the will is admitted to
58105810 probate. (Tex. Prob. Code, Sec. 94.)
58115811 Sec. 256.002. PROBATE BEFORE DEATH VOID. The probate of a
58125812 will of a living person is void. (Tex. Prob. Code, Sec. 72(a)
58135813 (part).)
58145814 Sec. 256.003. PERIOD FOR ADMITTING WILL TO PROBATE;
58155815 PROTECTION FOR CERTAIN PURCHASERS. (a) A will may not be admitted
58165816 to probate after the fourth anniversary of the testator's death
58175817 unless it is shown by proof that the applicant for the probate of
58185818 the will was not in default in failing to present the will for
58195819 probate on or before the fourth anniversary of the testator's
58205820 death.
58215821 (b) Letters testamentary may not be issued if a will is
58225822 admitted to probate after the fourth anniversary of the testator's
58235823 death.
58245824 (c) A person who for value, in good faith, and without
58255825 knowledge of the existence of a will purchases property from a
58265826 decedent's heirs after the fourth anniversary of the decedent's
58275827 death shall be held to have good title to the interest that the heir
58285828 or heirs would have had in the absence of a will, as against the
58295829 claim of any devisee under any will that is subsequently offered for
58305830 probate. (Tex. Prob. Code, Sec. 73.)
58315831 [Sections 256.004-256.050 reserved for expansion]
58325832 SUBCHAPTER B. APPLICATION REQUIREMENTS
58335833 Sec. 256.051. ELIGIBLE APPLICANTS FOR PROBATE OF WILL. (a)
58345834 An executor named in a will or an interested person may file an
58355835 application with the court for an order admitting a will to probate,
58365836 whether the will is:
58375837 (1) written or unwritten;
58385838 (2) in the applicant's possession or not;
58395839 (3) lost;
58405840 (4) destroyed; or
58415841 (5) outside of this state.
58425842 (b) An application for the probate of a will may be combined
58435843 with an application for the appointment of an executor or
58445844 administrator. A person interested in either the probate or the
58455845 appointment may apply for both. (Tex. Prob. Code, Sec. 76 (part).)
58465846 Sec. 256.052. CONTENTS OF APPLICATION FOR PROBATE OF
58475847 WRITTEN WILL GENERALLY. (a) An application for the probate of a
58485848 written will must state and aver the following to the extent each is
58495849 known to the applicant or can, with reasonable diligence, be
58505850 ascertained by the applicant:
58515851 (1) each applicant's name and domicile;
58525852 (2) the testator's name, domicile, and, if known, age,
58535853 on the date of the testator's death;
58545854 (3) the fact, time, and place of the testator's death;
58555855 (4) facts showing that the court with which the
58565856 application is filed has venue;
58575857 (5) that the testator owned property, including a
58585858 statement generally describing the property and the property's
58595859 probable value;
58605860 (6) the date of the will;
58615861 (7) the name and residence of:
58625862 (A) any executor named in the will or, if no
58635863 executor is named, of the person to whom the applicant desires that
58645864 letters be issued; and
58655865 (B) each subscribing witness to the will, if any;
58665866 (8) whether one or more children born to or adopted by
58675867 the testator after the testator executed the will survived the
58685868 testator and, if so, the name of each of those children;
58695869 (9) whether the testator was ever divorced and, if so,
58705870 when and from whom;
58715871 (10) whether the state, a governmental agency of the
58725872 state, or a charitable organization is named in the will as a
58735873 devisee; and
58745874 (11) that the executor named in the will, the
58755875 applicant, or another person to whom the applicant desires that
58765876 letters be issued is not disqualified by law from accepting the
58775877 letters.
58785878 (b) If an applicant does not state or aver any matter
58795879 required by Subsection (a) in the application, the application must
58805880 state the reason the matter is not stated and averred. (Tex. Prob.
58815881 Code, Sec. 81(a) (part).)
58825882 Sec. 256.053. FILING OF WRITTEN WILL WITH APPLICATION FOR
58835883 PROBATE GENERALLY REQUIRED. (a) An applicant for the probate of a
58845884 written will shall file the will with the application if the will is
58855885 in the applicant's control.
58865886 (b) A will filed under Subsection (a) must remain in the
58875887 custody of the county clerk unless removed from the clerk's custody
58885888 by a court order. (Tex. Prob. Code, Sec. 81(a) (part).)
58895889 Sec. 256.054. ADDITIONAL APPLICATION REQUIREMENTS WHEN NO
58905890 WRITTEN WILL IS PRODUCED. In addition to the requirements for an
58915891 application under Section 256.052, if an applicant for the probate
58925892 of a written will cannot produce the will in court, the application
58935893 must state:
58945894 (1) the reason the will cannot be produced;
58955895 (2) the contents of the will, as far as known; and
58965896 (3) the name, age, marital status, and address, if
58975897 known, and the relationship to the testator, if any, of:
58985898 (A) each devisee;
58995899 (B) each person who would inherit as an heir of
59005900 the testator in the absence of a valid will; and
59015901 (C) in the case of partial intestacy, each heir
59025902 of the testator. (Tex. Prob. Code, Sec. 81(b).)
59035903 [Sections 256.055-256.100 reserved for expansion]
59045904 SUBCHAPTER C. PROCEDURES FOR SECOND APPLICATION
59055905 Sec. 256.101. PROCEDURE ON FILING OF SECOND APPLICATION
59065906 WHEN ORIGINAL APPLICATION HAS NOT BEEN HEARD. If, after an
59075907 application for the probate of a decedent's will or the appointment
59085908 of a personal representative for the decedent's estate has been
59095909 filed but before the application is heard, an application is filed
59105910 for the probate of a will of the same decedent that has not
59115911 previously been presented for probate, the court shall:
59125912 (1) hear both applications together; and
59135913 (2) determine:
59145914 (A) if both applications are for the probate of a
59155915 will, which will should be admitted to probate, if either, or
59165916 whether the decedent died intestate; or
59175917 (B) if only one application is for the probate of
59185918 a will, whether the will should be admitted to probate or whether
59195919 the decedent died intestate. (Tex. Prob. Code, Sec. 83(a).)
59205920 Sec. 256.102. PROCEDURE ON FILING OF SECOND APPLICATION FOR
59215921 PROBATE AFTER FIRST WILL HAS BEEN ADMITTED. If, after a decedent's
59225922 will has been admitted to probate, an application is filed for the
59235923 probate of a will of the same decedent that has not previously been
59245924 presented for probate, the court shall determine:
59255925 (1) whether the former probate should be set aside;
59265926 and
59275927 (2) if the former probate is to be set aside, whether:
59285928 (A) the other will should be admitted to probate;
59295929 or
59305930 (B) the decedent died intestate. (Tex. Prob.
59315931 Code, Sec. 83(b).)
59325932 Sec. 256.103. PROCEDURE WHEN APPLICATION FOR PROBATE IS
59335933 FILED AFTER LETTERS OF ADMINISTRATION HAVE BEEN GRANTED. (a) A
59345934 lawful will of a decedent that is discovered after letters of
59355935 administration have been granted on the decedent's estate may be
59365936 proved in the manner provided for the proof of wills.
59375937 (b) The court shall allow an executor named in a will
59385938 described by Subsection (a) who is not disqualified to qualify and
59395939 accept as executor. The court shall revoke the previously granted
59405940 letters of administration.
59415941 (c) If an executor is not named in a will described by
59425942 Subsection (a), or if the executor named is disqualified or dead,
59435943 renounces the executorship, fails or is unable to accept and
59445944 qualify before the 21st day after the date of the probate of the
59455945 will, or fails to present the will for probate before the 31st day
59465946 after the discovery of the will, the court, as in other cases, shall
59475947 grant an administration with the will annexed of the testator's
59485948 estate.
59495949 (d) An act performed by the first administrator before the
59505950 executor described by Subsection (b) or the administrator with the
59515951 will annexed described by Subsection (c) qualifies is as valid as if
59525952 no will had been discovered. (Tex. Prob. Code, Sec. 83(c).)
59535953 [Sections 256.104-256.150 reserved for expansion]
59545954 SUBCHAPTER D. REQUIRED PROOF FOR PROBATE OF WILL
59555955 Sec. 256.151. GENERAL PROOF REQUIREMENTS. An applicant for
59565956 the probate of a will must prove to the court's satisfaction that:
59575957 (1) the testator is dead;
59585958 (2) four years have not elapsed since the date of the
59595959 testator's death and before the application;
59605960 (3) the court has jurisdiction and venue over the
59615961 estate;
59625962 (4) citation has been served and returned in the
59635963 manner and for the period required by this title; and
59645964 (5) the person for whom letters testamentary or of
59655965 administration are sought is entitled by law to the letters and is
59665966 not disqualified. (Tex. Prob. Code, Sec. 88(a) (part).)
59675967 Sec. 256.152. ADDITIONAL PROOF REQUIRED FOR PROBATE OF
59685968 WILL. (a) An applicant for the probate of a will must prove the
59695969 following to the court's satisfaction, in addition to the proof
59705970 required by Section 256.151, to obtain the probate:
59715971 (1) the testator did not revoke the will; and
59725972 (2) if the will is not self-proved as provided by this
59735973 title, the testator:
59745974 (A) executed the will with the formalities and
59755975 solemnities and under the circumstances required by law to make the
59765976 will valid; and
59775977 (B) at the time of executing the will, was of
59785978 sound mind and:
59795979 (i) was 18 years of age or older;
59805980 (ii) was or had been married; or
59815981 (iii) was a member of the armed forces of
59825982 the United States, an auxiliary of the armed forces of the United
59835983 States, or the United States Maritime Service.
59845984 (b) A will that is self-proved as provided by this title is
59855985 not required to have any additional proof that the will was executed
59865986 with the formalities and solemnities and under the circumstances
59875987 required to make the will valid. (Tex. Prob. Code, Secs. 84(a),
59885988 88(b).)
59895989 Sec. 256.153. AUTHORIZED METHODS OF PROVING ATTESTED
59905990 WRITTEN WILL. (a) An attested written will produced in court that
59915991 is not self-proved as provided by this title may be proved in the
59925992 manner provided by this section.
59935993 (b) A will described by Subsection (a) may be proved by the
59945994 sworn testimony or affidavit of one or more of the subscribing
59955995 witnesses to the will taken in open court.
59965996 (c) If all the witnesses to a will described by Subsection
59975997 (a) are nonresidents of the county or the witnesses who are
59985998 residents of the county are unable to attend court, the will may be
59995999 proved:
60006000 (1) by the sworn testimony of one or more of the
60016001 witnesses by written or oral deposition taken in the same manner and
60026002 under the same rules as depositions are taken in other civil
60036003 actions;
60046004 (2) if no opposition in writing to the will is filed on
60056005 or before the date set for the hearing on the will, by the sworn
60066006 testimony or affidavit of two witnesses taken in open court, or by
60076007 deposition as provided by Subdivision (1), to the signature or the
60086008 handwriting evidenced by the signature of:
60096009 (A) one or more of the attesting witnesses; or
60106010 (B) the testator, if the testator signed the
60116011 will; or
60126012 (3) if it is shown under oath to the court's
60136013 satisfaction that, after a diligent search was made, only one
60146014 witness can be found who can make the required proof, by the sworn
60156015 testimony or affidavit of that witness taken in open court, or by
60166016 deposition as provided by Subdivision (1), to a signature, or the
60176017 handwriting evidenced by a signature, described by Subdivision (2).
60186018 (d) If none of the witnesses to a will described by
60196019 Subsection (a) are living, or if each of the witnesses is a member
60206020 of the armed forces or the armed forces reserves of the United
60216021 States, an auxiliary of the armed forces or armed forces reserves,
60226022 or the United States Maritime Service and is beyond the court's
60236023 jurisdiction, the will may be proved:
60246024 (1) by two witnesses to the handwriting of one or both
60256025 of the subscribing witnesses to the will or the testator, if the
60266026 testator signed the will, by:
60276027 (A) sworn testimony or affidavit taken in open
60286028 court; or
60296029 (B) written or oral deposition taken in the same
60306030 manner and under the same rules as depositions are taken in other
60316031 civil actions; or
60326032 (2) if it is shown under oath to the court's
60336033 satisfaction that, after a diligent search was made, only one
60346034 witness can be found who can make the required proof, by the sworn
60356035 testimony or affidavit of that witness taken in open court, or by
60366036 deposition as provided by Subdivision (1), to a signature or the
60376037 handwriting described by Subdivision (1). (Tex. Prob. Code, Sec.
60386038 84(b).)
60396039 Sec. 256.154. AUTHORIZED METHODS OF PROVING HOLOGRAPHIC
60406040 WILL. A will wholly in the handwriting of the testator that is not
60416041 self-proved as provided by this title may be proved by two witnesses
60426042 to the testator's handwriting. The evidence may be by:
60436043 (1) sworn testimony or affidavit taken in open court;
60446044 or
60456045 (2) if the witnesses are nonresidents of the county or
60466046 are residents who are unable to attend court, written or oral
60476047 deposition taken in the same manner and under the same rules as
60486048 depositions are taken in other civil actions. (Tex. Prob. Code,
60496049 Sec. 84(c).)
60506050 Sec. 256.155. PROCEDURES FOR DEPOSITIONS WHEN NO CONTEST IS
60516051 FILED. (a) This section, rather than Sections 256.153(c) and (d)
60526052 and 256.154 regarding the taking of depositions under the same
60536053 rules as depositions in other civil actions, applies if no contest
60546054 has been filed with respect to an application for the probate of a
60556055 will.
60566056 (b) Depositions for the purpose of establishing a will may
60576057 be taken in the manner provided by Section 51.203 for the taking of
60586058 depositions when there is no opposing party or attorney of record on
60596059 whom notice and copies of interrogatories may be served. (Tex.
60606060 Prob. Code, Sec. 84(d).)
60616061 Sec. 256.156. PROOF OF WRITTEN WILL NOT PRODUCED IN COURT.
60626062 (a) A written will that cannot be produced in court must be proved
60636063 in the same manner as provided in Section 256.153 for an attested
60646064 written will or Section 256.154 for a holographic will, as
60656065 applicable. The same amount and character of testimony is required
60666066 to prove the written will not produced in court as is required to
60676067 prove a written will produced in court.
60686068 (b) In addition to the proof required by Subsection (a):
60696069 (1) the cause of the nonproduction of a written will
60706070 not produced in court must be proved, which must be sufficient to
60716071 satisfy the court that the will cannot by any reasonable diligence
60726072 be produced; and
60736073 (2) the contents of the will must be substantially
60746074 proved by the testimony of a credible witness who has read the will,
60756075 has heard the will read, or can identify a copy of the will. (Tex.
60766076 Prob. Code, Sec. 85.)
60776077 Sec. 256.157. TESTIMONY REGARDING PROBATE TO BE COMMITTED
60786078 TO WRITING. (a) Except as provided by Subsection (b), all
60796079 testimony taken in open court on the hearing of an application to
60806080 probate a will must be:
60816081 (1) committed to writing at the time the testimony is
60826082 taken;
60836083 (2) subscribed and sworn to in open court by the
60846084 witness; and
60856085 (3) filed by the clerk.
60866086 (b) In a contested case, the court, on the agreement of the
60876087 parties or, if there is no agreement, on the court's own motion, may
60886088 waive the requirements of Subsection (a). (Tex. Prob. Code, Sec.
60896089 87.)
60906090 [Sections 256.158-256.200 reserved for expansion]
60916091 SUBCHAPTER E. ADMISSION OF WILL TO, AND PROCEDURES FOLLOWING,
60926092 PROBATE
60936093 Sec. 256.201. ADMISSION OF WILL TO PROBATE. If the court is
60946094 satisfied on the completion of hearing an application for the
60956095 probate of a will that the will should be admitted to probate, the
60966096 court shall enter an order admitting the will to probate. Certified
60976097 copies of the will and the order admitting the will to probate, or
60986098 of the record of the will and order, and the record of testimony,
60996099 may be:
61006100 (1) recorded in other counties; and
61016101 (2) used in evidence, as the originals may be used, on
61026102 the trial of the same matter in any other court when taken to that
61036103 court by appeal or otherwise. (Tex. Prob. Code, Sec. 89.)
61046104 Sec. 256.202. CUSTODY OF PROBATED WILL. An original will
61056105 and the probate of the will shall be deposited in the office of the
61066106 county clerk of the county in which the will was probated. The will
61076107 and probate of the will shall remain in that office except during a
61086108 time the will and the probate of the will are removed for inspection
61096109 to another place on an order of the court where the will was
61106110 probated. If that court orders the original will to be removed to
61116111 another place for inspection:
61126112 (1) the person removing the will shall give a receipt
61136113 for the will; and
61146114 (2) the court clerk shall make and retain a copy of the
61156115 will. (Tex. Prob. Code, Sec. 90.)
61166116 Sec. 256.203. ESTABLISHING CONTENTS OF WILL NOT IN COURT'S
61176117 CUSTODY. If for any reason a written will is not in the court's
61186118 custody, the court shall find the contents of the will by written
61196119 order. Certified copies of the contents as established by the order
61206120 may be:
61216121 (1) recorded in other counties; and
61226122 (2) used in evidence, as certified copies of written
61236123 wills in the custody of the court may be used. (Tex. Prob. Code,
61246124 Sec. 91.)
61256125 Sec. 256.204. PERIOD FOR CONTEST. (a) After a will is
61266126 admitted to probate, an interested person may commence a suit to
61276127 contest the validity thereof not later than the second anniversary
61286128 of the date the will was admitted to probate, except that an
61296129 interested person may commence a suit to cancel a will for forgery
61306130 or other fraud not later than the second anniversary of the date the
61316131 forgery or fraud was discovered.
61326132 (b) Notwithstanding Subsection (a), an incapacitated person
61336133 may commence the contest under that subsection on or before the
61346134 second anniversary of the date the person's disabilities are
61356135 removed. (Tex. Prob. Code, Sec. 93.)
61366136 CHAPTER 257. PROBATE OF WILL AS MUNIMENT OF TITLE
61376137 SUBCHAPTER A. AUTHORIZATION
61386138 Sec. 257.001. PROBATE OF WILL AS MUNIMENT OF TITLE
61396139 AUTHORIZED
61406140 [Sections 257.002-257.050 reserved for expansion]
61416141 SUBCHAPTER B. APPLICATION AND PROOF REQUIREMENTS
61426142 Sec. 257.051. CONTENTS OF APPLICATION GENERALLY
61436143 Sec. 257.052. FILING OF WRITTEN WILL WITH APPLICATION
61446144 GENERALLY REQUIRED
61456145 Sec. 257.053. ADDITIONAL APPLICATION REQUIREMENTS WHEN
61466146 NO WRITTEN WILL IS PRODUCED
61476147 Sec. 257.054. PROOF REQUIRED
61486148 [Sections 257.055-257.100 reserved for expansion]
61496149 SUBCHAPTER C. ORDER ADMITTING WILL; REPORT
61506150 Sec. 257.101. DECLARATORY JUDGMENT CONSTRUING WILL
61516151 Sec. 257.102. AUTHORITY OF CERTAIN PERSONS ACTING IN
61526152 ACCORDANCE WITH ORDER
61536153 Sec. 257.103. REPORT BY APPLICANT AFTER PROBATE
61546154 CHAPTER 257. PROBATE OF WILL AS MUNIMENT OF TITLE
61556155 SUBCHAPTER A. AUTHORIZATION
61566156 Sec. 257.001. PROBATE OF WILL AS MUNIMENT OF TITLE
61576157 AUTHORIZED. A court may admit a will to probate as a muniment of
61586158 title if the court is satisfied that the will should be admitted to
61596159 probate and the court:
61606160 (1) is satisfied that the testator's estate does not
61616161 owe an unpaid debt, other than any debt secured by a lien on real
61626162 estate; or
61636163 (2) finds for another reason that there is no
61646164 necessity for administration of the estate. (Tex. Prob. Code, Sec.
61656165 89C(a).)
61666166 [Sections 257.002-257.050 reserved for expansion]
61676167 SUBCHAPTER B. APPLICATION AND PROOF REQUIREMENTS
61686168 Sec. 257.051. CONTENTS OF APPLICATION GENERALLY. (a) An
61696169 application for the probate of a will as a muniment of title must
61706170 state and aver the following to the extent each is known to the
61716171 applicant or can, with reasonable diligence, be ascertained by the
61726172 applicant:
61736173 (1) each applicant's name and domicile;
61746174 (2) the testator's name, domicile, and, if known, age,
61756175 on the date of the testator's death;
61766176 (3) the fact, time, and place of the testator's death;
61776177 (4) facts showing that the court with which the
61786178 application is filed has venue;
61796179 (5) that the testator owned property, including a
61806180 statement generally describing the property and the property's
61816181 probable value;
61826182 (6) the date of the will;
61836183 (7) the name and residence of:
61846184 (A) any executor named in the will; and
61856185 (B) each subscribing witness to the will, if any;
61866186 (8) whether one or more children born to or adopted by
61876187 the testator after the testator executed the will survived the
61886188 testator and, if so, the name of each of those children;
61896189 (9) that the testator's estate does not owe an unpaid
61906190 debt, other than any debt secured by a lien on real estate;
61916191 (10) whether the testator was ever divorced and, if
61926192 so, when and from whom; and
61936193 (11) whether the state, a governmental agency of the
61946194 state, or a charitable organization is named in the will as a
61956195 devisee.
61966196 (b) If an applicant does not state or aver any matter
61976197 required by Subsection (a) in the application, the application must
61986198 state the reason the matter is not stated and averred. (Tex. Prob.
61996199 Code, Sec. 89A(a) (part).)
62006200 Sec. 257.052. FILING OF WRITTEN WILL WITH APPLICATION
62016201 GENERALLY REQUIRED. (a) An applicant for the probate of a written
62026202 will as a muniment of title shall file the will with the application
62036203 if the will is in the applicant's control.
62046204 (b) A will filed under Subsection (a) must remain in the
62056205 custody of the county clerk unless removed from the clerk's custody
62066206 by court order. (Tex. Prob. Code, Sec. 89A(a) (part).)
62076207 Sec. 257.053. ADDITIONAL APPLICATION REQUIREMENTS WHEN NO
62086208 WRITTEN WILL IS PRODUCED. In addition to the requirements for an
62096209 application under Section 257.051, if an applicant for the probate
62106210 of a written will as a muniment of title cannot produce the will in
62116211 court, the application must state:
62126212 (1) the reason the will cannot be produced;
62136213 (2) the contents of the will, to the extent known; and
62146214 (3) the name, age, marital status, and address, if
62156215 known, and the relationship to the testator, if any, of:
62166216 (A) each devisee;
62176217 (B) each person who would inherit as an heir of
62186218 the testator in the absence of a valid will; and
62196219 (C) in the case of partial intestacy, each heir
62206220 of the testator. (Tex. Prob. Code, Sec. 89A(b).)
62216221 Sec. 257.054. PROOF REQUIRED. An applicant for the probate
62226222 of a will as a muniment of title must prove to the court's
62236223 satisfaction that:
62246224 (1) the testator is dead;
62256225 (2) four years have not elapsed since the date of the
62266226 testator's death and before the application;
62276227 (3) the court has jurisdiction and venue over the
62286228 estate;
62296229 (4) citation has been served and returned in the
62306230 manner and for the period required by this title;
62316231 (5) the testator's estate does not owe an unpaid debt,
62326232 other than any debt secured by a lien on real estate;
62336233 (6) the testator did not revoke the will; and
62346234 (7) if the will is not self-proved in the manner
62356235 provided by this title, the testator:
62366236 (A) executed the will with the formalities and
62376237 solemnities and under the circumstances required by law to make the
62386238 will valid; and
62396239 (B) at the time of executing the will was of sound
62406240 mind and:
62416241 (i) was 18 years of age or older;
62426242 (ii) was or had been married; or
62436243 (iii) was a member of the armed forces of
62446244 the United States, an auxiliary of the armed forces of the United
62456245 States, or the United States Maritime Service. (Tex. Prob. Code,
62466246 Sec. 89B.)
62476247 [Sections 257.055-257.100 reserved for expansion]
62486248 SUBCHAPTER C. ORDER ADMITTING WILL; REPORT
62496249 Sec. 257.101. DECLARATORY JUDGMENT CONSTRUING WILL. (a)
62506250 On application and notice as provided by Chapter 37, Civil Practice
62516251 and Remedies Code, the court may hear evidence and include in an
62526252 order probating a will as a muniment of title a declaratory
62536253 judgment:
62546254 (1) construing the will, if a question of construction
62556255 of the will exists; or
62566256 (2) determining those persons who are entitled to
62576257 receive property under the will and the persons' shares or
62586258 interests in the estate, if a person who is entitled to property
62596259 under the provisions of the will cannot be ascertained solely by
62606260 reference to the will.
62616261 (b) A declaratory judgment under this section is conclusive
62626262 in any suit between a person omitted from the judgment and a bona
62636263 fide purchaser for value who purchased property after entry of the
62646264 judgment without actual notice of the claim of the omitted person to
62656265 an interest in the estate.
62666266 (c) A person who delivered the testator's property to a
62676267 person declared to be entitled to the property under the
62686268 declaratory judgment under this section or engaged in any other
62696269 transaction with the person in good faith after entry of the
62706270 judgment is not liable to any person for actions taken in reliance
62716271 on the judgment. (Tex. Prob. Code, Sec. 89C(b).)
62726272 Sec. 257.102. AUTHORITY OF CERTAIN PERSONS ACTING IN
62736273 ACCORDANCE WITH ORDER. (a) An order admitting a will to probate as
62746274 a muniment of title constitutes sufficient legal authority for each
62756275 person who owes money to the testator's estate, has custody of
62766276 property, acts as registrar or transfer agent of any evidence of
62776277 interest, indebtedness, property, or right belonging to the estate,
62786278 or purchases from or otherwise deals with the estate, to pay or
62796279 transfer without administration the applicable asset without
62806280 liability to a person described in the will as entitled to receive
62816281 the asset.
62826282 (b) A person who is entitled to property under the
62836283 provisions of a will admitted to probate as a muniment of title is
62846284 entitled to deal with and treat the property in the same manner as
62856285 if the record of title to the property was vested in the person's
62866286 name. (Tex. Prob. Code, Sec. 89C(c).)
62876287 Sec. 257.103. REPORT BY APPLICANT AFTER PROBATE. (a)
62886288 Except as provided by Subsection (b), not later than the 180th day
62896289 after the date a will is admitted to probate as a muniment of title,
62906290 the applicant for the probate of the will shall file with the court
62916291 clerk a sworn affidavit stating specifically the terms of the will
62926292 that have been fulfilled and the terms that have not been fulfilled.
62936293 (b) The court may:
62946294 (1) waive the requirement under Subsection (a); or
62956295 (2) extend the time for filing the affidavit under
62966296 Subsection (a).
62976297 (c) The failure of an applicant for probate of a will to file
62986298 the affidavit required by Subsection (a) does not affect title to
62996299 property passing under the terms of the will. (Tex. Prob. Code,
63006300 Sec. 89C(d).)
63016301 CHAPTER 258. CITATIONS AND NOTICES RELATING TO PROBATE OF WILL
63026302 SUBCHAPTER A. CITATIONS WITH RESPECT TO APPLICATIONS FOR PROBATE OF WILL
63036303 OF WILL
63046304 Sec. 258.001. CITATION ON APPLICATION FOR PROBATE OF
63056305 WILL PRODUCED IN COURT
63066306 Sec. 258.002. CITATION ON APPLICATION FOR PROBATE OF
63076307 WILL NOT PRODUCED IN COURT
63086308 Sec. 258.003. COURT ACTION PROHIBITED BEFORE SERVICE
63096309 OF CITATION
63106310 [Sections 258.004-258.050 reserved for expansion]
63116311 SUBCHAPTER B. NOTICES WITH RESPECT TO APPLICATION TO PROBATE WILL AFTER THE PERIOD FOR PROBATE
63126312 AFTER THE PERIOD FOR PROBATE
63136313 Sec. 258.051. NOTICE TO HEIRS
63146314 Sec. 258.052. APPOINTMENT OF ATTORNEY AD LITEM
63156315 Sec. 258.053. PREVIOUSLY PROBATED WILL
63166316 [Sections 258.054-258.100 reserved for expansion]
63176317 SUBCHAPTER C. SERVICE BY PUBLICATION OR OTHER SUBSTITUTED SERVICE
63186318 Sec. 258.101. SERVICE BY PUBLICATION OR OTHER
63196319 SUBSTITUTED SERVICE
63206320 CHAPTER 258. CITATIONS AND NOTICES RELATING TO PROBATE OF WILL
63216321 SUBCHAPTER A. CITATIONS WITH RESPECT TO APPLICATIONS FOR PROBATE
63226322 OF WILL
63236323 Sec. 258.001. CITATION ON APPLICATION FOR PROBATE OF WILL
63246324 PRODUCED IN COURT. (a) On the filing with the clerk of an
63256325 application for the probate of a written will produced in court, the
63266326 clerk shall issue a citation to all parties interested in the
63276327 estate.
63286328 (b) The citation required by Subsection (a) shall be served
63296329 by posting and must state:
63306330 (1) that the application has been filed;
63316331 (2) the nature of the application;
63326332 (3) the testator's name;
63336333 (4) the applicant's name;
63346334 (5) the time when the court will act on the
63356335 application; and
63366336 (6) that any person interested in the estate may
63376337 appear at the time stated in the citation to contest the
63386338 application. (Tex. Prob. Code, Sec. 128(a) (part).)
63396339 Sec. 258.002. CITATION ON APPLICATION FOR PROBATE OF WILL
63406340 NOT PRODUCED IN COURT. (a) On the filing of an application for the
63416341 probate of a written will that cannot be produced in court, the
63426342 clerk shall issue a citation to all parties interested in the
63436343 estate. The citation must:
63446344 (1) contain substantially the statements made in the
63456345 application for probate;
63466346 (2) identify the court that will act on the
63476347 application; and
63486348 (3) state the time and place of the court's action on
63496349 the application.
63506350 (b) The citation required by Subsection (a) shall be served
63516351 on the testator's heirs by personal service if the heirs are
63526352 residents of this state and their addresses are known.
63536353 (c) Service of the citation required by Subsection (a) may
63546354 be made by publication if:
63556355 (1) the heirs are not residents of this state;
63566356 (2) the names or addresses of the heirs are unknown; or
63576357 (3) the heirs are transient persons. (Tex. Prob.
63586358 Code, Sec. 128(b).)
63596359 Sec. 258.003. COURT ACTION PROHIBITED BEFORE SERVICE OF
63606360 CITATION. A court may not act on an application for the probate of a
63616361 will until service of citation has been made in the manner provided
63626362 by this subchapter. (Tex. Prob. Code, Sec. 128(c) (part).)
63636363 [Sections 258.004-258.050 reserved for expansion]
63646364 SUBCHAPTER B. NOTICES WITH RESPECT TO APPLICATION TO PROBATE WILL
63656365 AFTER THE PERIOD FOR PROBATE
63666366 Sec. 258.051. NOTICE TO HEIRS. (a) Except as provided by
63676367 Subsection (c), an applicant for the probate of a will under Section
63686368 256.003(a) must give notice by service of process to each of the
63696369 testator's heirs whose address can be ascertained by the applicant
63706370 with reasonable diligence.
63716371 (b) The notice required by Subsection (a) must:
63726372 (1) contain a statement that:
63736373 (A) the testator's property will pass to the
63746374 testator's heirs if the will is not admitted to probate; and
63756375 (B) the person offering the testator's will for
63766376 probate may not be in default for failing to present the will for
63776377 probate during the four-year period immediately following the
63786378 testator's death; and
63796379 (2) be given before the probate of the testator's will.
63806380 (c) Notice otherwise required by Subsection (a) is not
63816381 required to be given to an heir who has delivered to the court an
63826382 affidavit signed by the heir that:
63836383 (1) contains the statement described by Subsection
63846384 (b)(1); and
63856385 (2) states that the heir does not object to the offer
63866386 of the testator's will for probate. (Tex. Prob. Code, Secs.
63876387 128B(a), (b), (c).)
63886388 Sec. 258.052. APPOINTMENT OF ATTORNEY AD LITEM. If an
63896389 applicant described by Section 258.051(a) cannot, with reasonable
63906390 diligence, ascertain the address of any of the testator's heirs,
63916391 the court shall appoint an attorney ad litem to protect the
63926392 interests of the testator's unknown heirs after an application for
63936393 the probate of a will is made under Section 256.003(a). (Tex. Prob.
63946394 Code, Sec. 128B(d).)
63956395 Sec. 258.053. PREVIOUSLY PROBATED WILL. With respect to an
63966396 application under Section 256.003(a) for the probate of a will of a
63976397 testator who has had another will admitted to probate, this
63986398 subchapter applies so as to require notice to the beneficiaries of
63996399 the testator's probated will instead of to the testator's heirs.
64006400 (Tex. Prob. Code, Sec. 128B(e).)
64016401 [Sections 258.054-258.100 reserved for expansion]
64026402 SUBCHAPTER C. SERVICE BY PUBLICATION OR OTHER SUBSTITUTED SERVICE
64036403 Sec. 258.101. SERVICE BY PUBLICATION OR OTHER SUBSTITUTED
64046404 SERVICE. Notwithstanding any other provision of this chapter, if
64056405 an attempt to make service under this chapter is unsuccessful,
64066406 service may be made in the manner provided by Rule 109 or 109a,
64076407 Texas Rules of Civil Procedure, for the service of a citation on a
64086408 party by publication or other substituted service. (Tex. Prob.
64096409 Code, Sec. 129A.)
64106410 [Chapters 259-300 reserved for expansion]
64116411 SUBTITLE G. INITIAL APPOINTMENT OF PERSONAL REPRESENTATIVE AND
64126412 OPENING OF ADMINISTRATION
64136413 CHAPTER 301. APPLICATION FOR LETTERS TESTAMENTARY OR OF ADMINISTRATION
64146414 ADMINISTRATION
64156415 SUBCHAPTER A. PERIOD FOR APPLICATION FOR LETTERS
64166416 Sec. 301.001. ADMINISTRATION BEFORE DEATH VOID
64176417 Sec. 301.002. PERIOD FOR FILING APPLICATION FOR
64186418 ADMINISTRATION
64196419 [Sections 301.003-301.050 reserved for expansion]
64206420 SUBCHAPTER B. APPLICATION REQUIREMENTS
64216421 Sec. 301.051. ELIGIBLE APPLICANTS FOR LETTERS
64226422 Sec. 301.052. CONTENTS OF APPLICATION FOR LETTERS OF
64236423 ADMINISTRATION
64246424 [Sections 301.053-301.100 reserved for expansion]
64256425 SUBCHAPTER C. OPPOSITION TO CERTAIN APPLICATIONS
64266426 Sec. 301.101. OPPOSITION TO APPLICATION FOR LETTERS OF
64276427 ADMINISTRATION
64286428 [Sections 301.102-301.150 reserved for expansion]
64296429 SUBCHAPTER D. REQUIRED PROOF FOR ISSUANCE OF LETTERS
64306430 Sec. 301.151. GENERAL PROOF REQUIREMENTS
64316431 Sec. 301.152. ADDITIONAL PROOF REQUIRED FOR LETTERS
64326432 TESTAMENTARY
64336433 Sec. 301.153. ADDITIONAL PROOF REQUIRED FOR LETTERS OF
64346434 NECESSITY FOR ADMINISTRATION EXISTS
64356435 Sec. 301.154. PROOF REQUIRED WHEN LETTERS HAVE
64366436 PREVIOUSLY BEEN GRANTED
64376437 [Sections 301.155-301.200 reserved for expansion]
64386438 SUBCHAPTER E. PREVENTION OF ADMINISTRATION
64396439 Sec. 301.201. METHOD OF PREVENTING ADMINISTRATION
64406440 REQUESTED BY CREDITOR
64416441 Sec. 301.202. SUIT ON BOND
64426442 Sec. 301.203. BOND SECURED BY LIEN
64436443 CHAPTER 301. APPLICATION FOR LETTERS TESTAMENTARY OR OF
64446444 ADMINISTRATION
64456445 SUBCHAPTER A. PERIOD FOR APPLICATION FOR LETTERS
64466446 Sec. 301.001. ADMINISTRATION BEFORE DEATH VOID. The
64476447 administration of an estate of a living person is void. (Tex. Prob.
64486448 Code, Sec. 72(a) (part).)
64496449 Sec. 301.002. PERIOD FOR FILING APPLICATION FOR LETTERS
64506450 TESTAMENTARY OR OF ADMINISTRATION. (a) Except as provided by
64516451 Subsection (b), an application for the grant of letters
64526452 testamentary or of administration of an estate must be filed not
64536453 later than the fourth anniversary of the decedent's death.
64546454 (b) This section does not apply if administration is
64556455 necessary to receive or recover property due a decedent's estate.
64566456 (Tex. Prob. Code, Sec. 74.)
64576457 [Sections 301.003-301.050 reserved for expansion]
64586458 SUBCHAPTER B. APPLICATION REQUIREMENTS
64596459 Sec. 301.051. ELIGIBLE APPLICANTS FOR LETTERS. An executor
64606460 named in a will or an interested person may file an application with
64616461 the court for:
64626462 (1) the appointment of the executor named in the will;
64636463 or
64646464 (2) the appointment of an administrator, if:
64656465 (A) there is a will, but:
64666466 (i) no executor is named in the will; or
64676467 (ii) the executor named in the will is
64686468 disqualified, refuses to serve, is dead, or resigns; or
64696469 (B) there is no will. (Tex. Prob. Code, Sec. 76
64706470 (part).)
64716471 Sec. 301.052. CONTENTS OF APPLICATION FOR LETTERS OF
64726472 ADMINISTRATION. An application for letters of administration when
64736473 no will is alleged to exist must state:
64746474 (1) the applicant's name, domicile, and, if any,
64756475 relationship to the decedent;
64766476 (2) the decedent's name and that the decedent died
64776477 intestate;
64786478 (3) the fact, time, and place of the decedent's death;
64796479 (4) facts necessary to show that the court with which
64806480 the application is filed has venue;
64816481 (5) whether the decedent owned property and, if so,
64826482 include a statement of the property's probable value;
64836483 (6) the name, age, marital status, and address, if
64846484 known, and the relationship to the decedent of each of the
64856485 decedent's heirs;
64866486 (7) if known by the applicant at the time the applicant
64876487 files the application, whether one or more children were born to or
64886488 adopted by the decedent and, if so, the name, birth date, and place
64896489 of birth of each child;
64906490 (8) if known by the applicant at the time the applicant
64916491 files the application, whether the decedent was ever divorced and,
64926492 if so, when and from whom;
64936493 (9) that a necessity exists for administration of the
64946494 decedent's estate and an allegation of the facts that show that
64956495 necessity; and
64966496 (10) that the applicant is not disqualified by law
64976497 from acting as administrator. (Tex. Prob. Code, Sec. 82.)
64986498 [Sections 301.053-301.100 reserved for expansion]
64996499 SUBCHAPTER C. OPPOSITION TO CERTAIN APPLICATIONS
65006500 Sec. 301.101. OPPOSITION TO APPLICATION FOR LETTERS OF
65016501 ADMINISTRATION. An interested person may, at any time before an
65026502 application for letters of administration is granted, file an
65036503 opposition to the application in writing and may apply for the grant
65046504 of letters to the interested person or any other person. On the
65056505 trial, the court, considering the applicable provisions of this
65066506 code, shall grant letters to the person that seems best entitled to
65076507 the letters without notice other than the notice given on the
65086508 original application. (Tex. Prob. Code, Sec. 179.)
65096509 [Sections 301.102-301.150 reserved for expansion]
65106510 SUBCHAPTER D. REQUIRED PROOF FOR ISSUANCE OF LETTERS
65116511 Sec. 301.151. GENERAL PROOF REQUIREMENTS. An applicant for
65126512 the issuance of letters testamentary or of administration of an
65136513 estate must prove to the court's satisfaction that:
65146514 (1) the person whose estate is the subject of the
65156515 application is dead;
65166516 (2) four years have not elapsed since the date of the
65176517 decedent's death and before the application;
65186518 (3) the court has jurisdiction and venue over the
65196519 estate;
65206520 (4) citation has been served and returned in the
65216521 manner and for the period required by this title; and
65226522 (5) the person for whom letters testamentary or of
65236523 administration are sought is entitled by law to the letters and is
65246524 not disqualified. (Tex. Prob. Code, Sec. 88(a) (part).)
65256525 Sec. 301.152. ADDITIONAL PROOF REQUIRED FOR LETTERS
65266526 TESTAMENTARY. If letters testamentary are to be granted, it must
65276527 appear to the court that:
65286528 (1) the proof required for the probate of the will has
65296529 been made; and
65306530 (2) the person to whom the letters are to be granted is
65316531 named as executor in the will. (Tex. Prob. Code, Sec. 88(c).)
65326532 Sec. 301.153. ADDITIONAL PROOF REQUIRED FOR LETTERS OF
65336533 ADMINISTRATION; EFFECT OF FINDING NO NECESSITY FOR ADMINISTRATION
65346534 EXISTS. (a) If letters of administration are to be granted, the
65356535 applicant for the letters must prove to the court's satisfaction
65366536 that a necessity for an administration of the estate exists.
65376537 (b) If an application is filed for letters of administration
65386538 but the court finds that no necessity for an administration of the
65396539 estate exists, the court shall recite in the court's order refusing
65406540 the application that no necessity for an administration exists.
65416541 (c) A court order containing a recital that no necessity for
65426542 an administration of the estate exists constitutes sufficient legal
65436543 authority for each person who owes money, has custody of property,
65446544 or acts as registrar or transfer agent of any evidence of interest,
65456545 indebtedness, property, or right belonging to the estate, and to
65466546 each person purchasing or otherwise dealing with the estate, for
65476547 payment or transfer to the distributees.
65486548 (d) A distributee is entitled to enforce by suit the
65496549 distributee's right to payment or transfer described by Subsection
65506550 (c). (Tex. Prob. Code, Secs. 88(d), 180.)
65516551 Sec. 301.154. PROOF REQUIRED WHEN LETTERS HAVE PREVIOUSLY
65526552 BEEN GRANTED. If letters testamentary or of administration have
65536553 previously been granted with respect to an estate, an applicant for
65546554 the granting of subsequent letters must show only that the person
65556555 for whom the letters are sought is entitled by law to the letters
65566556 and is not disqualified. (Tex. Prob. Code, Sec. 88(e).)
65576557 [Sections 301.155-301.200 reserved for expansion]
65586558 SUBCHAPTER E. PREVENTION OF ADMINISTRATION
65596559 Sec. 301.201. METHOD OF PREVENTING ADMINISTRATION
65606560 REQUESTED BY CREDITOR. (a) If a creditor files an application for
65616561 letters of administration of an estate, another interested person
65626562 who does not desire the administration can defeat the application
65636563 by:
65646564 (1) paying the creditor's claim;
65656565 (2) proving to the court's satisfaction that the
65666566 creditor's claim is fictitious, fraudulent, illegal, or barred by
65676567 limitation; or
65686568 (3) executing a bond that is:
65696569 (A) payable to, and to be approved by, the judge
65706570 in an amount that is twice the amount of the creditor's claim; and
65716571 (B) conditioned on the obligors paying the claim
65726572 on the establishment of the claim by suit in any court in the county
65736573 having jurisdiction of the amount.
65746574 (b) A bond executed and approved under Subsection (a)(3)
65756575 must be filed with the county clerk. (Tex. Prob. Code, Secs. 80(a),
65766576 (b) (part).)
65776577 Sec. 301.202. SUIT ON BOND. Any creditor for whose
65786578 protection a bond is executed under Section 301.201(a)(3) may sue
65796579 on the bond in the creditor's own name to recover the creditor's
65806580 claim. (Tex. Prob. Code, Sec. 80(b) (part).)
65816581 Sec. 301.203. BOND SECURED BY LIEN. If a bond is executed
65826582 and approved under Section 301.201(a)(3), a lien exists on all of
65836583 the estate in the possession of the distributees, and those
65846584 claiming under the distributees with notice of the lien, to secure
65856585 the ultimate payment of the bond. (Tex. Prob. Code, Sec. 80(c).)
65866586 [Chapter 302 reserved for expansion]
65876587 CHAPTER 303. CITATIONS AND NOTICES IN GENERAL ON OPENING OF ADMINISTRATION
65886588 ADMINISTRATION
65896589 Sec. 303.001. CITATION ON APPLICATION FOR ISSUANCE OF
65906590 LETTERS OF ADMINISTRATION
65916591 Sec. 303.002. COURT ACTION PROHIBITED BEFORE SERVICE
65926592 OF CITATION
65936593 Sec. 303.003. SERVICE BY PUBLICATION OR OTHER
65946594 SUBSTITUTED SERVICE
65956595 CHAPTER 303. CITATIONS AND NOTICES IN GENERAL ON OPENING OF
65966596 ADMINISTRATION
65976597 Sec. 303.001. CITATION ON APPLICATION FOR ISSUANCE OF
65986598 LETTERS OF ADMINISTRATION. (a) On the filing with the clerk of an
65996599 application for letters of administration, the clerk shall issue a
66006600 citation to all parties interested in the estate.
66016601 (b) The citation required by Subsection (a) shall be served
66026602 by posting and must state:
66036603 (1) that the application has been filed;
66046604 (2) the nature of the application;
66056605 (3) the decedent's name;
66066606 (4) the applicant's name;
66076607 (5) the time when the court will act on the
66086608 application; and
66096609 (6) that any person interested in the estate may
66106610 appear at the time stated in the citation to contest the
66116611 application. (Tex. Prob. Code, Sec. 128(a) (part).)
66126612 Sec. 303.002. COURT ACTION PROHIBITED BEFORE SERVICE OF
66136613 CITATION. A court may not act on an application for the issuance of
66146614 letters of administration until service of citation has been made
66156615 in the manner provided by this chapter. (Tex. Prob. Code, Sec.
66166616 128(c) (part).)
66176617 Sec. 303.003. SERVICE BY PUBLICATION OR OTHER SUBSTITUTED
66186618 SERVICE. Notwithstanding any other provision of this chapter, if
66196619 an attempt to make service under this chapter is unsuccessful,
66206620 service may be made in the manner provided by Rule 109 or 109a,
66216621 Texas Rules of Civil Procedure, for the service of a citation on a
66226622 party by publication or other substituted service. (Tex. Prob.
66236623 Code, Sec. 129A.)
66246624 CHAPTER 304. PERSONS WHO MAY SERVE AS PERSONAL REPRESENTATIVES
66256625 Sec. 304.001. ORDER OF PERSONS QUALIFIED TO SERVE AS
66266626 PERSONAL REPRESENTATIVE
66276627 Sec. 304.002. RENOUNCING RIGHT TO SERVE AS PERSONAL
66286628 REPRESENTATIVE
66296629 Sec. 304.003. PERSONS DISQUALIFIED TO SERVE AS
66306630 EXECUTOR OR ADMINISTRATOR
66316631 CHAPTER 304. PERSONS WHO MAY SERVE AS PERSONAL REPRESENTATIVES
66326632 Sec. 304.001. ORDER OF PERSONS QUALIFIED TO SERVE AS
66336633 PERSONAL REPRESENTATIVE. (a) The court shall grant letters
66346634 testamentary or of administration to persons qualified to act, in
66356635 the following order:
66366636 (1) the person named as executor in the decedent's
66376637 will;
66386638 (2) the decedent's surviving spouse;
66396639 (3) the principal devisee of the decedent;
66406640 (4) any devisee of the decedent;
66416641 (5) the next of kin of the decedent;
66426642 (6) a creditor of the decedent;
66436643 (7) any person of good character residing in the
66446644 county who applies for the letters; and
66456645 (8) any other person who is not disqualified under
66466646 Section 304.003.
66476647 (b) For purposes of Subsection (a)(5), the decedent's next
66486648 of kin:
66496649 (1) is determined in accordance with order of descent,
66506650 with the person nearest in order of descent first, and so on; and
66516651 (2) includes a person and the person's descendants who
66526652 legally adopted the decedent or who have been legally adopted by the
66536653 decedent.
66546654 (c) If applicants for letters testamentary or of
66556655 administration are equally entitled to the letters, the court:
66566656 (1) shall grant the letters to the applicant who, in
66576657 the judgment of the court, is most likely to administer the estate
66586658 advantageously; or
66596659 (2) may grant the letters to two or more of those
66606660 applicants. (Tex. Prob. Code, Sec. 77.)
66616661 Sec. 304.002. RENOUNCING RIGHT TO SERVE AS PERSONAL
66626662 REPRESENTATIVE. A decedent's surviving spouse, or, if there is no
66636663 surviving spouse, the heirs or any one of the heirs of the decedent
66646664 to the exclusion of any person not equally entitled to letters
66656665 testamentary or of administration, may renounce the right to the
66666666 letters in favor of another qualified person in open court or by a
66676667 power of attorney authenticated and filed with the county clerk of
66686668 the county where the application for the letters is filed. After
66696669 the right to the letters has been renounced, the court may grant the
66706670 letters to the other qualified person. (Tex. Prob. Code, Sec. 79.)
66716671 Sec. 304.003. PERSONS DISQUALIFIED TO SERVE AS EXECUTOR OR
66726672 ADMINISTRATOR. A person is not qualified to serve as an executor or
66736673 administrator if the person is:
66746674 (1) incapacitated;
66756675 (2) a felon convicted under the laws of the United
66766676 States or of any state of the United States unless, in accordance
66776677 with law, the person has been pardoned or has had the person's civil
66786678 rights restored;
66796679 (3) a nonresident of this state who:
66806680 (A) is a natural person or corporation; and
66816681 (B) has not:
66826682 (i) appointed a resident agent to accept
66836683 service of process in all actions or proceedings with respect to the
66846684 estate; or
66856685 (ii) had that appointment filed with the
66866686 court;
66876687 (4) a corporation not authorized to act as a fiduciary
66886688 in this state; or
66896689 (5) a person whom the court finds unsuitable. (Tex.
66906690 Prob. Code, Sec. 78.)
66916691 CHAPTER 305. QUALIFICATION OF PERSONAL REPRESENTATIVES
66926692 SUBCHAPTER A. GENERAL PROVISIONS
66936693 Sec. 305.001. DEFINITIONS
66946694 Sec. 305.002. MANNER OF QUALIFICATION OF PERSONAL
66956695 REPRESENTATIVE
66966696 Sec. 305.003. PERIOD FOR TAKING OATH AND GIVING BOND
66976697 [Sections 305.004-305.050 reserved for expansion]
66986698 SUBCHAPTER B. OATHS
66996699 Sec. 305.051. OATH OF EXECUTOR OR ADMINISTRATOR WITH
67006700 WILL ANNEXED
67016701 Sec. 305.052. OATH OF ADMINISTRATOR
67026702 Sec. 305.053. OATH OF TEMPORARY ADMINISTRATOR
67036703 Sec. 305.054. ADMINISTRATION OF OATH
67046704 Sec. 305.055. FILING AND RECORDING OF OATH
67056705 [Sections 305.056-305.100 reserved for expansion]
67066706 SUBCHAPTER C. GENERAL PROVISIONS RELATING TO BONDS
67076707 Sec. 305.101. BOND GENERALLY REQUIRED; EXCEPTIONS
67086708 Sec. 305.102. BOND REQUIRED FROM EXECUTOR OTHERWISE
67096709 EXEMPT
67106710 Sec. 305.103. BONDS OF JOINT PERSONAL REPRESENTATIVES
67116711 Sec. 305.104. BOND OF MARRIED PERSON
67126712 Sec. 305.105. BOND OF MARRIED PERSON UNDER 18 YEARS OF
67136713 AGE
67146714 Sec. 305.106. GENERAL FORMALITIES
67156715 Sec. 305.107. SUBSCRIPTION OF BOND BY PRINCIPALS AND
67166716 SURETIES
67176717 Sec. 305.108. FORM OF BOND
67186718 Sec. 305.109. FILING OF BOND
67196719 Sec. 305.110. FAILURE TO GIVE BOND
67206720 Sec. 305.111. BOND NOT VOID ON FIRST RECOVERY
67216721 [Sections 305.112-305.150 reserved for expansion]
67226722 SUBCHAPTER D. AMOUNT OF BOND AND ASSOCIATED DEPOSITS
67236723 Sec. 305.151. GENERAL STANDARD REGARDING AMOUNT OF
67246724 BOND
67256725 Sec. 305.152. EVIDENTIARY HEARING ON AMOUNT OF BOND
67266726 Sec. 305.153. SPECIFIC BOND AMOUNT
67276727 Sec. 305.154. AGREEMENT REGARDING DEPOSIT OF ESTATE
67286728 ASSETS
67296729 Sec. 305.155. DEPOSIT OF ESTATE ASSETS ON TERMS
67306730 PRESCRIBED BY COURT
67316731 Sec. 305.156. DEPOSITS OF PERSONAL REPRESENTATIVE
67326732 Sec. 305.157. RECEIPT FOR DEPOSITS OF PERSONAL
67336733 REPRESENTATIVE
67346734 Sec. 305.158. BOND REQUIRED INSTEAD OF DEPOSITS BY
67356735 PERSONAL REPRESENTATIVE
67366736 Sec. 305.159. WITHDRAWAL OF DEPOSITS ON CLOSING OF
67376737 ADMINISTRATION
67386738 Sec. 305.160. INCREASED OR ADDITIONAL BONDS IN CERTAIN
67396739 CIRCUMSTANCES
67406740 [Sections 305.161-305.200 reserved for expansion]
67416741 SUBCHAPTER E. BOND SURETIES
67426742 Sec. 305.201. PERSONAL OR AUTHORIZED CORPORATE
67436743 SURETIES
67446744 Sec. 305.202. SURETIES FOR CERTAIN BONDS
67456745 Sec. 305.203. AFFIDAVIT OF PERSONAL SURETY
67466746 Sec. 305.204. LIEN ON REAL PROPERTY OWNED BY PERSONAL
67476747 SURETIES
67486748 Sec. 305.205. SUBORDINATION OF LIEN ON REAL PROPERTY
67496749 OWNED BY PERSONAL SURETIES
67506750 Sec. 305.206. RELEASE OF LIEN ON REAL PROPERTY OWNED
67516751 BY PERSONAL SURETIES
67526752 Sec. 305.207. DEPOSITS BY PERSONAL SURETY
67536753 [Sections 305.208-305.250 reserved for expansion]
67546754 SUBCHAPTER F. NEW BONDS
67556755 Sec. 305.251. GROUNDS FOR REQUIRING NEW BOND
67566756 Sec. 305.252. COURT ORDER OR CITATION ON NEW BOND
67576757 Sec. 305.253. SHOW CAUSE HEARING ON NEW BOND
67586758 REQUIREMENT
67596759 Sec. 305.254. EFFECT OF ORDER REQUIRING NEW BOND
67606760 Sec. 305.255. NEW BOND IN DECREASED AMOUNT
67616761 Sec. 305.256. REQUEST BY SURETY FOR NEW BOND
67626762 Sec. 305.257. DISCHARGE OF FORMER SURETIES ON
67636763 EXECUTION OF NEW BOND
67646764 CHAPTER 305. QUALIFICATION OF PERSONAL REPRESENTATIVES
67656765 SUBCHAPTER A. GENERAL PROVISIONS
67666766 Sec. 305.001. DEFINITIONS. In this chapter:
67676767 (1) "Bond" means a bond required by this chapter to be
67686768 given by a person appointed to serve as a personal representative.
67696769 (2) "Oath" means an oath required by this chapter to be
67706770 taken by a person appointed to serve as a personal representative.
67716771 (New.)
67726772 Sec. 305.002. MANNER OF QUALIFICATION OF PERSONAL
67736773 REPRESENTATIVE. (a) A personal representative, other than an
67746774 executor described by Subsection (b), is considered to have
67756775 qualified when the representative has:
67766776 (1) taken and filed the oath prescribed by Subchapter
67776777 B;
67786778 (2) given the required bond;
67796779 (3) obtained the judge's approval of the bond; and
67806780 (4) filed the bond with the clerk.
67816781 (b) An executor who is not required to give a bond is
67826782 considered to have qualified when the executor has taken and filed
67836783 the oath prescribed by Subchapter B. (Tex. Prob. Code, Sec. 189.)
67846784 Sec. 305.003. PERIOD FOR TAKING OATH AND GIVING BOND. An
67856785 oath may be taken and subscribed and a bond may be given and
67866786 approved at any time before:
67876787 (1) the 21st day after the date of the order granting
67886788 letters testamentary or of administration, as applicable; or
67896789 (2) the letters testamentary or of administration, as
67906790 applicable, are revoked for a failure to qualify within the period
67916791 allowed. (Tex. Prob. Code, Sec. 192 (part).)
67926792 [Sections 305.004-305.050 reserved for expansion]
67936793 SUBCHAPTER B. OATHS
67946794 Sec. 305.051. OATH OF EXECUTOR OR ADMINISTRATOR WITH WILL
67956795 ANNEXED. Before the issuance of letters testamentary or letters of
67966796 administration with the will annexed, the person named as executor
67976797 or appointed as administrator with the will annexed shall take and
67986798 subscribe an oath in substantially the following form:
67996799 I do solemnly swear that the writing offered for probate is
68006800 the last will of ________ (insert name of testator), so far as I
68016801 know or believe, and that I will well and truly perform all the
68026802 duties of __________ (insert "executor of the will" or
68036803 "administrator with the will annexed," as applicable) for the
68046804 estate of _______ (insert name of testator). (Tex. Prob. Code, Sec.
68056805 190(a).)
68066806 Sec. 305.052. OATH OF ADMINISTRATOR. Before the issuance
68076807 of letters of administration, the person appointed as administrator
68086808 shall take and subscribe an oath in substantially the following
68096809 form:
68106810 I do solemnly swear that ___________ (insert name of
68116811 decedent), deceased, died _______ (insert "without leaving any
68126812 lawful will" or "leaving a lawful will, but the executor named in
68136813 the will is dead or has failed to offer the will for probate or to
68146814 accept and qualify as executor, within the period required," as
68156815 applicable), so far as I know or believe, and that I will well and
68166816 truly perform all the duties of administrator of the estate of the
68176817 deceased. (Tex. Prob. Code, Sec. 190(b).)
68186818 Sec. 305.053. OATH OF TEMPORARY ADMINISTRATOR. Before the
68196819 issuance of temporary letters of administration, the person
68206820 appointed as temporary administrator shall take and subscribe an
68216821 oath in substantially the following form:
68226822 I do solemnly swear that I will well and truly perform the
68236823 duties of temporary administrator of the estate of __________
68246824 (insert name of decedent), deceased, in accordance with the law,
68256825 and with the order of the court appointing me as temporary
68266826 administrator. (Tex. Prob. Code, Sec. 190(c).)
68276827 Sec. 305.054. ADMINISTRATION OF OATH. An oath may be taken
68286828 before any person authorized to administer oaths under the laws of
68296829 this state. (Tex. Prob. Code, Secs. 190(d) (part), 192 (part).)
68306830 Sec. 305.055. FILING AND RECORDING OF OATH. An oath shall
68316831 be:
68326832 (1) filed with the clerk of the court granting the
68336833 letters testamentary or of administration, as applicable; and
68346834 (2) recorded in the minutes of that court. (Tex. Prob.
68356835 Code, Sec. 190(d) (part).)
68366836 [Sections 305.056-305.100 reserved for expansion]
68376837 SUBCHAPTER C. GENERAL PROVISIONS RELATING TO BONDS
68386838 Sec. 305.101. BOND GENERALLY REQUIRED; EXCEPTIONS. (a)
68396839 Except as otherwise provided by this title, a person to whom letters
68406840 testamentary or of administration will be issued must enter into a
68416841 bond before issuance of the letters.
68426842 (b) Letters testamentary shall be issued without the
68436843 requirement of a bond to a person named as executor in a will
68446844 probated in a court of this state if:
68456845 (1) the will directs that no bond or security be
68466846 required of the person; and
68476847 (2) the court finds that the person is qualified.
68486848 (c) A bond is not required if a personal representative is a
68496849 corporate fiduciary. (Tex. Prob. Code, Secs. 194 (part), 195.)
68506850 Sec. 305.102. BOND REQUIRED FROM EXECUTOR OTHERWISE EXEMPT.
68516851 (a) This section applies only to an estate for which an executor
68526852 was appointed under a will, but from whom no bond was required.
68536853 (b) A person who has a debt, claim, or demand against the
68546854 estate, with respect to the justice of which the person or the
68556855 person's agent or attorney has made an oath, or another person
68566856 interested in the estate, whether in person or as the
68576857 representative of another, may file a written complaint in the
68586858 court where the will is probated.
68596859 (c) On the filing of the complaint, the court shall cite the
68606860 executor to appear and show cause why the executor should not be
68616861 required to give a bond.
68626862 (d) On hearing the complaint, the court shall enter an order
68636863 requiring the executor to give a bond not later than the 10th day
68646864 after the date of the order if it appears to the court that:
68656865 (1) the executor is wasting, mismanaging, or
68666866 misapplying the estate; and
68676867 (2) as a result of conduct described by Subdivision
68686868 (1):
68696869 (A) a creditor may probably lose the creditor's
68706870 debt; or
68716871 (B) a person's interest in the estate may be
68726872 diminished or lost.
68736873 (e) A bond required under this section must be:
68746874 (1) in an amount sufficient to protect the estate and
68756875 the estate's creditors;
68766876 (2) payable to and approved by the judge; and
68776877 (3) conditioned that the executor:
68786878 (A) will well and truly administer the estate;
68796879 and
68806880 (B) will not waste, mismanage, or misapply the
68816881 estate.
68826882 (f) If the executor fails to give a bond required under this
68836883 section on or before the 10th day after the date of the order and the
68846884 judge has not extended the period for giving the bond, the judge,
68856885 without citation, shall remove the executor and appoint a competent
68866886 person in the executor's place who shall administer the estate
68876887 according to the will and law. Before entering into the
68886888 administration of the estate, the appointed person must:
68896889 (1) take the oath required of an administrator with
68906890 the will annexed under Section 305.051; and
68916891 (2) give a bond in the manner and amount provided by
68926892 this chapter for the issuance of original letters of
68936893 administration. (Tex. Prob. Code, Secs. 214, 215, 216, 217.)
68946894 Sec. 305.103. BONDS OF JOINT PERSONAL REPRESENTATIVES. If
68956895 two or more persons are appointed as personal representatives of an
68966896 estate and are required by this chapter or by the court to give a
68976897 bond, the court may require:
68986898 (1) a separate bond from each person; or
68996899 (2) a joint bond from all of the persons. (Tex. Prob.
69006900 Code, Sec. 198.)
69016901 Sec. 305.104. BOND OF MARRIED PERSON. (a) A married person
69026902 appointed as a personal representative may execute a bond required
69036903 by law:
69046904 (1) jointly with the person's spouse; or
69056905 (2) separately without the person's spouse.
69066906 (b) A bond executed by a married person binds the person's
69076907 separate estate, but does not bind the person's spouse unless the
69086908 spouse signed the bond. (Tex. Prob. Code, Sec. 199.)
69096909 Sec. 305.105. BOND OF MARRIED PERSON UNDER 18 YEARS OF AGE.
69106910 Any bond required to be executed by a person who is under 18 years of
69116911 age, is or has been married, and accepts and qualifies as an
69126912 executor or administrator is as valid and binding for all purposes
69136913 as if the person were of legal age. (Tex. Prob. Code, Sec. 200.)
69146914 Sec. 305.106. GENERAL FORMALITIES. A bond required under
69156915 Section 305.101(a) must:
69166916 (1) be conditioned as required by law;
69176917 (2) be payable to the judge and the judge's successors
69186918 in office;
69196919 (3) bear the written approval of the judge in the
69206920 judge's official capacity; and
69216921 (4) be executed and approved in accordance with this
69226922 chapter. (Tex. Prob. Code, Sec. 194 (part).)
69236923 Sec. 305.107. SUBSCRIPTION OF BOND BY PRINCIPALS AND
69246924 SURETIES. A bond required under Section 305.101 shall be
69256925 subscribed by both principals and sureties. (Tex. Prob. Code, Sec.
69266926 197 (part).)
69276927 Sec. 305.108. FORM OF BOND. The following form, or a form
69286928 with the same substance, may be used for the bond of a personal
69296929 representative:
69306930 The State of Texas
69316931 County of ________
69326932 Know all persons by these presents that we, _______ (insert
69336933 name of each principal), as principal, and _______ (insert name of
69346934 each surety), as sureties, are held and firmly bound unto the judge
69356935 of ____________ (insert reference to appropriate judge), and that
69366936 judge's successors in office, in the sum of _____ dollars,
69376937 conditioned that the above bound principal or principals, appointed
69386938 as _______ (insert "executor of the last will and testament,"
69396939 "administrator with the will annexed of the estate," "administrator
69406940 of the estate," or "temporary administrator of the estate," as
69416941 applicable) of _______ (insert name of decedent), deceased, shall
69426942 well and truly perform all of the duties required of the principal
69436943 or principals by law under that appointment. (Tex. Prob. Code, Sec.
69446944 196.)
69456945 Sec. 305.109. FILING OF BOND. A bond required under Section
69466946 305.101 shall be filed with the clerk after the court approves the
69476947 bond. (Tex. Prob. Code, Sec. 197 (part).)
69486948 Sec. 305.110. FAILURE TO GIVE BOND. Another person may be
69496949 appointed as personal representative to replace a personal
69506950 representative who at any time fails to give a bond as required by
69516951 the court in the period prescribed by this chapter. (Tex. Prob.
69526952 Code, Sec. 213.)
69536953 Sec. 305.111. BOND NOT VOID ON FIRST RECOVERY. A personal
69546954 representative's bond does not become void on the first recovery
69556955 but may be put in suit and prosecuted from time to time until the
69566956 entire amount of the bond has been recovered. (Tex. Prob. Code,
69576957 Sec. 218.)
69586958 [Sections 305.112-305.150 reserved for expansion]
69596959 SUBCHAPTER D. AMOUNT OF BOND AND ASSOCIATED DEPOSITS
69606960 Sec. 305.151. GENERAL STANDARD REGARDING AMOUNT OF BOND.
69616961 (a) The judge shall set the amount of a bond, in an amount
69626962 considered sufficient to protect the estate and the estate's
69636963 creditors, as provided by this chapter.
69646964 (b) Notwithstanding Subsection (a) or other provisions
69656965 generally applicable to bonds of personal representatives, if the
69666966 person to whom letters testamentary or of administration are
69676967 granted is entitled to all of the decedent's estate after payment of
69686968 debts, a bond shall be in an amount sufficient to protect creditors
69696969 only. (Tex. Prob. Code, Sec. 194, Subdivs. 1, 2.)
69706970 Sec. 305.152. EVIDENTIARY HEARING ON AMOUNT OF BOND.
69716971 Before setting the amount of a bond, the court shall hear evidence
69726972 and determine:
69736973 (1) the amount of cash on hand and where that cash is
69746974 deposited;
69756975 (2) the amount of cash estimated to be needed for
69766976 administrative purposes, including operation of a business,
69776977 factory, farm, or ranch owned by the estate, and expenses of
69786978 administration for one year;
69796979 (3) the revenue anticipated to be received in the
69806980 succeeding 12 months from dividends, interest, rentals, or use of
69816981 property belonging to the estate and the aggregate amount of any
69826982 installments or periodic payments to be collected;
69836983 (4) the estimated value of certificates of stock,
69846984 bonds, notes, or other securities of the estate and the name of the
69856985 depository, if any, in which those assets are deposited;
69866986 (5) the face value of life insurance or other policies
69876987 payable to the person on whose estate administration is sought or to
69886988 the estate;
69896989 (6) the estimated value of other personal property
69906990 owned by the estate; and
69916991 (7) the estimated amount of debts due and owing by the
69926992 estate. (Tex. Prob. Code, Sec. 194, Subdiv. 3.)
69936993 Sec. 305.153. SPECIFIC BOND AMOUNT. (a) Except as
69946994 otherwise provided by this section, the judge shall set the bond in
69956995 an amount equal to the sum of:
69966996 (1) the estimated value of all personal property
69976997 belonging to the estate; and
69986998 (2) an additional amount to cover revenue anticipated
69996999 to be derived during the succeeding 12 months from:
70007000 (A) interest and dividends;
70017001 (B) collectible claims;
70027002 (C) the aggregate amount of any installments or
70037003 periodic payments, excluding income derived or to be derived from
70047004 federal social security payments; and
70057005 (D) rentals for the use of property.
70067006 (b) The judge shall reduce the amount of the original bond
70077007 under Subsection (a) in proportion to the amount of cash or the
70087008 value of securities or other assets:
70097009 (1) authorized or required to be deposited by court
70107010 order; or
70117011 (2) voluntarily deposited by the personal
70127012 representative or the sureties on the representative's bond, as
70137013 provided by Sections 305.155 and 305.156.
70147014 (c) A bond required to be given by a temporary administrator
70157015 shall be in the amount that the judge directs. (Tex. Prob. Code,
70167016 Sec. 194, Subdivs. 4, 13.)
70177017 Sec. 305.154. AGREEMENT REGARDING DEPOSIT OF ESTATE ASSETS.
70187018 (a) A personal representative may agree with the surety or sureties
70197019 on a bond, either corporate or personal, for the deposit of any cash
70207020 and other estate assets in a depository described by Subsection
70217021 (c), if the deposit is otherwise proper, in a manner that prevents
70227022 the withdrawal of the cash or other assets without:
70237023 (1) the written consent of the surety or sureties; or
70247024 (2) a court order entered after notice to the surety or
70257025 sureties as directed by the court.
70267026 (b) The court may require the action described by Subsection
70277027 (a) if the court considers that action to be in the best interest of
70287028 the estate.
70297029 (c) Cash and assets must be deposited under this section in
70307030 a financial institution, as defined by Section 201.101, Finance
70317031 Code, that:
70327032 (1) has its main office or a branch office in this
70337033 state; and
70347034 (2) is qualified to act as a depository in this state
70357035 under the laws of this state or the United States.
70367036 (d) An agreement under this section may not release the
70377037 principal or sureties from liability, or change the liability of
70387038 the principal or sureties, as established by the terms of the bond.
70397039 (Tex. Prob. Code, Sec. 194, Subdiv. 5.)
70407040 Sec. 305.155. DEPOSIT OF ESTATE ASSETS ON TERMS PRESCRIBED
70417041 BY COURT. (a) Cash, securities, or other personal assets of an
70427042 estate or to which the estate is entitled may or, if considered by
70437043 the court to be in the best interest of the estate, shall, be
70447044 deposited in one or more depositories described by Section
70457045 305.154(c) on terms prescribed by the court.
70467046 (b) The court in which the proceedings are pending may
70477047 authorize or require additional estate assets currently on hand or
70487048 that accrue during the pendency of the proceedings to be deposited
70497049 as provided by Subsection (a) on:
70507050 (1) the court's own motion; or
70517051 (2) the written application of the personal
70527052 representative or any other person interested in the estate.
70537053 (c) The amount of the bond required to be given by the
70547054 personal representative shall be reduced in proportion to the
70557055 amount of the cash and the value of the securities or other assets
70567056 deposited under this section.
70577057 (d) Cash, securities, or other assets deposited under this
70587058 section may be withdrawn in whole or in part from the depository
70597059 only in accordance with a court order, and the amount of the
70607060 personal representative's bond shall be increased in proportion to
70617061 the amount of the cash and the value of the securities or other
70627062 assets authorized to be withdrawn. (Tex. Prob. Code, Sec. 194,
70637063 Subdiv. 6.)
70647064 Sec. 305.156. DEPOSITS OF PERSONAL REPRESENTATIVE. (a)
70657065 Instead of giving a surety or sureties on a bond, or to reduce the
70667066 amount of a bond, a personal representative may deposit the
70677067 representative's own cash or securities acceptable to the court
70687068 with a depository described by Subsection (b), if the deposit is
70697069 otherwise proper.
70707070 (b) Cash or securities must be deposited under this section
70717071 in:
70727072 (1) a depository described by Section 305.154(c); or
70737073 (2) any other corporate depository approved by the
70747074 court.
70757075 (c) A deposit may be in an amount or value equal to the
70767076 amount of the bond required or in a lesser amount or value, in which
70777077 case the amount of the bond is reduced by the amount or value of the
70787078 deposit.
70797079 (d) The amount of cash or securities on deposit may be
70807080 increased or decreased, by court order from time to time, as the
70817081 interest of the estate requires.
70827082 (e) A deposit of cash or securities made instead of a surety
70837083 or sureties on a bond may be withdrawn or released only on order of a
70847084 court having jurisdiction.
70857085 (f) A creditor has the same rights against a personal
70867086 representative and deposits made under this section as are provided
70877087 for recovery against sureties on a bond. (Tex. Prob. Code, Sec. 194,
70887088 Subdivs. 7, 8(b), (c), (d).)
70897089 Sec. 305.157. RECEIPT FOR DEPOSITS OF PERSONAL
70907090 REPRESENTATIVE. (a) A depository that receives a deposit made
70917091 under Section 305.156 instead of a surety or sureties on a bond
70927092 shall issue a receipt for the deposit that:
70937093 (1) shows the amount of cash deposited or the amount
70947094 and description of the securities deposited, as applicable; and
70957095 (2) states that the depository agrees to disburse or
70967096 deliver the cash or securities only on receipt of a certified copy
70977097 of an order of the court in which the proceedings are pending.
70987098 (b) A receipt issued by a depository under Subsection (a)
70997099 shall be attached to the personal representative's bond and be
71007100 delivered to and filed by the county clerk after approval by the
71017101 judge. (Tex. Prob. Code, Sec. 194, Subdiv. 8(a).)
71027102 Sec. 305.158. BOND REQUIRED INSTEAD OF DEPOSITS BY PERSONAL
71037103 REPRESENTATIVE. (a) The court may on its own motion or on the
71047104 written application by the personal representative or any other
71057105 person interested in the estate:
71067106 (1) require that an adequate bond be given instead of a
71077107 deposit under Section 305.156; or
71087108 (2) authorize withdrawal of a deposit made under
71097109 Section 305.156 and substitution of a bond with sureties.
71107110 (b) Not later than the 20th day after the date of entry of
71117111 the court's motion or the date the personal representative is
71127112 personally served with notice of the filing of an application by
71137113 another person interested in the estate, the representative shall
71147114 file a sworn statement showing the condition of the estate.
71157115 (c) A personal representative who fails to comply with
71167116 Subsection (b) is subject to removal as in other cases.
71177117 (d) The personal representative's deposit under Section
71187118 305.156 may not be released or withdrawn until the court has:
71197119 (1) been satisfied as to the condition of the estate;
71207120 (2) determined the amount of the bond; and
71217121 (3) received and approved the bond. (Tex. Prob. Code,
71227122 Sec. 194, Subdiv. 8(e).)
71237123 Sec. 305.159. WITHDRAWAL OF DEPOSITS ON CLOSING OF
71247124 ADMINISTRATION. (a) Any deposit of assets of the personal
71257125 representative, the estate, or a surety that remains at the time an
71267126 estate is closed shall be released by court order and paid to the
71277127 person or persons entitled to the deposit.
71287128 (b) Except as provided by Subsection (c), a writ of
71297129 attachment or garnishment does not lie against a deposit described
71307130 by Subsection (a).
71317131 (c) A writ of attachment or garnishment may lie against a
71327132 deposit described by Subsection (a) as to a claim of a creditor of
71337133 the estate being administered or a person interested in the estate,
71347134 including a distributee or ward, to the extent the court has ordered
71357135 distribution. (Tex. Prob. Code, Sec. 194, Subdiv. 9.)
71367136 Sec. 305.160. INCREASED OR ADDITIONAL BONDS IN CERTAIN
71377137 CIRCUMSTANCES. The provisions of this subchapter regarding the
71387138 deposit of cash and securities govern, to the extent the provisions
71397139 may be applicable, the court orders to be entered when:
71407140 (1) one of the following circumstances occurs:
71417141 (A) estate property has been authorized to be
71427142 sold or rented;
71437143 (B) money has been borrowed on estate property;
71447144 or
71457145 (C) real property, or an interest in real
71467146 property, has been authorized to be leased for mineral development
71477147 or subjected to unitization; and
71487148 (2) the general bond has been found to be
71497149 insufficient. (Tex. Prob. Code, Sec. 194, Subdiv. 14.)
71507150 [Sections 305.161-305.200 reserved for expansion]
71517151 SUBCHAPTER E. BOND SURETIES
71527152 Sec. 305.201. PERSONAL OR AUTHORIZED CORPORATE SURETIES.
71537153 (a) The surety or sureties on a bond may be personal or authorized
71547154 corporate sureties.
71557155 (b) A bond with sureties who are individuals must have at
71567156 least two sureties, each of whom must:
71577157 (1) execute an affidavit in the manner provided by
71587158 this subchapter; and
71597159 (2) own property in this state, excluding property
71607160 exempt by law, that the judge is satisfied is sufficient to qualify
71617161 the person as a surety as required by law.
71627162 (c) A bond with an authorized corporate surety is only
71637163 required to have one surety, except as provided by law. (Tex. Prob.
71647164 Code, Sec. 194, Subdivs. 10, 12 (part).)
71657165 Sec. 305.202. SURETIES FOR CERTAIN BONDS. (a) If the
71667166 amount of a bond exceeds $50,000, the court may require that the
71677167 bond be signed by:
71687168 (1) at least two authorized corporate sureties; or
71697169 (2) one authorized corporate surety and at least two
71707170 good and sufficient personal sureties.
71717171 (b) The estate shall pay the cost of a bond with corporate
71727172 sureties. (Tex. Prob. Code, Sec. 194, Subdiv. 11.)
71737173 Sec. 305.203. AFFIDAVIT OF PERSONAL SURETY. (a) Before a
71747174 judge may consider a bond with personal sureties, each person
71757175 offered as surety must execute an affidavit stating the amount by
71767176 which the person's assets that are reachable by creditors exceeds
71777177 the person's liabilities, and each affidavit must be presented to
71787178 the judge for consideration.
71797179 (b) The total worth of the personal sureties on a bond must
71807180 equal at least twice the amount of the bond.
71817181 (c) An affidavit presented to and approved by the judge
71827182 under this section shall be attached to and form part of the bond.
71837183 (Tex. Prob. Code, Sec. 201(a).)
71847184 Sec. 305.204. LIEN ON REAL PROPERTY OWNED BY PERSONAL
71857185 SURETIES. (a) If a judge finds that the estimated value of
71867186 personal property of the estate that cannot be deposited, as
71877187 provided by Subchapter D, is such that personal sureties cannot be
71887188 accepted without the creation of a specific lien on real property
71897189 owned by each of the sureties, the judge shall enter an order
71907190 requiring each surety to:
71917191 (1) designate real property that:
71927192 (A) is owned by the surety and located in this
71937193 state;
71947194 (B) is subject to execution; and
71957195 (C) has a value that exceeds all liens and unpaid
71967196 taxes by an amount at least equal to the amount of the bond; and
71977197 (2) give an adequate legal description of the real
71987198 property designated under Subdivision (1).
71997199 (b) The surety shall incorporate the information required
72007200 in the order under Subsection (a) in an affidavit. Following
72017201 approval by the judge, the affidavit shall be attached to and form
72027202 part of the bond.
72037203 (c) A lien arises as security for the performance of the
72047204 obligation of the bond only on the real property designated in the
72057205 affidavit.
72067206 (d) Before letters testamentary or of administration are
72077207 issued to the personal representative whose bond includes an
72087208 affidavit under this section, the court clerk shall mail a
72097209 statement to the office of the county clerk of each county in which
72107210 any real property designated in the affidavit is located. The
72117211 statement must be signed by the court clerk and include:
72127212 (1) a sufficient description of the real property
72137213 located in that county;
72147214 (2) the names of the principal and sureties on the
72157215 bond;
72167216 (3) the amount of the bond; and
72177217 (4) the name of the estate and court in which the bond
72187218 is given.
72197219 (e) Each county clerk who receives a statement required by
72207220 Subsection (d) shall record the statement in the county deed
72217221 records. Each recorded statement shall be indexed in a manner that
72227222 permits the convenient determination of the existence and character
72237223 of the liens described in the statements.
72247224 (f) The recording and indexing required by Subsection (e)
72257225 constitutes constructive notice to all persons regarding the
72267226 existence of the lien on real property located in the county,
72277227 effective as of the date of the indexing.
72287228 (g) If each personal surety subject to a court order under
72297229 this section does not comply with the order, the judge may require
72307230 that the bond be signed by:
72317231 (1) an authorized corporate surety; or
72327232 (2) an authorized corporate surety and at least two
72337233 personal sureties. (Tex. Prob. Code, Secs. 201(b), 202.)
72347234 Sec. 305.205. SUBORDINATION OF LIEN ON REAL PROPERTY OWNED
72357235 BY PERSONAL SURETIES. (a) A personal surety required to create a
72367236 lien on specific real property under Section 305.204 who wishes to
72377237 lease the real property for mineral development may file a written
72387238 application in the court in which the proceedings are pending
72397239 requesting subordination of the lien to the proposed lease.
72407240 (b) The judge may enter an order granting the application.
72417241 (c) A certified copy of the order, filed and recorded in the
72427242 deed records of the proper county, is sufficient to subordinate the
72437243 lien to the rights of a lessee under the proposed lease. (Tex.
72447244 Prob. Code, Sec. 201(c).)
72457245 Sec. 305.206. RELEASE OF LIEN ON REAL PROPERTY OWNED BY
72467246 PERSONAL SURETIES. (a) A personal surety who has given a lien
72477247 under Section 305.204 may apply to the court to have the lien
72487248 released.
72497249 (b) The court shall order the lien released if:
72507250 (1) the court is satisfied that the bond is sufficient
72517251 without the lien; or
72527252 (2) sufficient other real or personal property of the
72537253 surety is substituted on the same terms required for the lien that
72547254 is to be released.
72557255 (c) If the personal surety does not offer a lien on other
72567256 substituted property under Subsection (b)(2) and the court is not
72577257 satisfied that the bond is sufficient without the substitution of
72587258 other property, the court shall order the personal representative
72597259 to appear and give a new bond.
72607260 (d) A certified copy of the court's order releasing the lien
72617261 and describing the property that was subject to the lien has the
72627262 effect of cancelling the lien if the order is filed with the county
72637263 clerk of the county in which the property is located and recorded in
72647264 the deed records of that county. (Tex. Prob. Code, Secs. 211, 212.)
72657265 Sec. 305.207. DEPOSITS BY PERSONAL SURETY. Instead of
72667266 executing an affidavit under Section 305.203 or creating a lien
72677267 under Section 305.204 when required, a personal surety may deposit
72687268 the surety's own cash or securities instead of pledging real
72697269 property as security. The deposit:
72707270 (1) must be made in the same manner a personal
72717271 representative deposits the representative's own cash or
72727272 securities; and
72737273 (2) is subject, to the extent applicable, to the
72747274 provisions governing the same type of deposits made by personal
72757275 representatives. (Tex. Prob. Code, Sec. 194, Subdiv. 12 (part).)
72767276 [Sections 305.208-305.250 reserved for expansion]
72777277 SUBCHAPTER F. NEW BONDS
72787278 Sec. 305.251. GROUNDS FOR REQUIRING NEW BOND. (a) A
72797279 personal representative may be required to give a new bond if:
72807280 (1) a surety on a bond dies, moves out of this state,
72817281 or becomes insolvent;
72827282 (2) in the court's opinion:
72837283 (A) the sureties on a bond are insufficient; or
72847284 (B) a bond is defective;
72857285 (3) the amount of a bond is insufficient;
72867286 (4) a surety on a bond petitions the court to be
72877287 discharged from future liability on the bond; or
72887288 (5) a bond and the record of the bond have been lost or
72897289 destroyed.
72907290 (b) Any person interested in the estate may have the
72917291 personal representative cited to appear and show cause why the
72927292 representative should not be required to give a new bond by filing a
72937293 written application with the county clerk of the county in which the
72947294 probate proceedings are pending. The application must allege that:
72957295 (1) the bond is insufficient or defective; or
72967296 (2) the bond and the record of the bond have been lost
72977297 or destroyed. (Tex. Prob. Code, Secs. 203, 204.)
72987298 Sec. 305.252. COURT ORDER OR CITATION ON NEW BOND. (a)
72997299 When a judge becomes aware that a bond is in any respect
73007300 insufficient or that a bond and the record of the bond have been
73017301 lost or destroyed, the judge shall:
73027302 (1) without delay and without notice enter an order
73037303 requiring the personal representative to give a new bond; or
73047304 (2) without delay have the representative cited to
73057305 show cause why the representative should not be required to give a
73067306 new bond.
73077307 (b) An order entered under Subsection (a)(1) must state:
73087308 (1) the reasons for requiring a new bond;
73097309 (2) the amount of the new bond; and
73107310 (3) the period within which the new bond must be given,
73117311 which may not be earlier than the 10th day after the date of the
73127312 order.
73137313 (c) A personal representative who opposes an order entered
73147314 under Subsection (a)(1) may demand a hearing on the order. The
73157315 hearing must be held before the expiration of the period within
73167316 which the new bond must be given. (Tex. Prob. Code, Secs. 205,
73177317 206(a).)
73187318 Sec. 305.253. SHOW CAUSE HEARING ON NEW BOND REQUIREMENT.
73197319 (a) On the return of a citation ordering a personal representative
73207320 to show cause why the representative should not be required to give
73217321 a new bond, the judge shall, on the date specified for the hearing
73227322 of the matter, inquire into the sufficiency of the reasons for
73237323 requiring a new bond.
73247324 (b) If the judge is satisfied that a new bond should be
73257325 required, the judge shall enter an order requiring a new bond. The
73267326 order must state:
73277327 (1) the amount of the new bond; and
73287328 (2) the period within which the new bond must be given,
73297329 which may not be later than the 20th day after the date of the order.
73307330 (Tex. Prob. Code, Sec. 206(b).)
73317331 Sec. 305.254. EFFECT OF ORDER REQUIRING NEW BOND. (a) An
73327332 order requiring a personal representative to give a new bond has the
73337333 effect of suspending the representative's powers.
73347334 (b) After the order is entered, the personal representative
73357335 may not pay out any of the estate's money or take any other official
73367336 action, except to preserve estate property, until the new bond is
73377337 given and approved. (Tex. Prob. Code, Sec. 207.)
73387338 Sec. 305.255. NEW BOND IN DECREASED AMOUNT. (a) A personal
73397339 representative required to give a bond may at any time file with the
73407340 clerk a written application requesting that the court reduce the
73417341 amount of the bond.
73427342 (b) On the filing of an application under Subsection (a),
73437343 the clerk shall promptly issue and have notice posted to all
73447344 interested persons and the sureties on the bond. The notice must
73457345 inform the interested persons and sureties of:
73467346 (1) the fact that the application has been filed;
73477347 (2) the nature of the application; and
73487348 (3) the time the judge will hear the application.
73497349 (c) The judge may permit the filing of a new bond in a
73507350 reduced amount if:
73517351 (1) proof is submitted that a bond in an amount less
73527352 than the bond in effect will be adequate to meet the requirements of
73537353 law and protect the estate; and
73547354 (2) the judge approves an accounting filed at the time
73557355 of the application. (Tex. Prob. Code, Sec. 208.)
73567356 Sec. 305.256. REQUEST BY SURETY FOR NEW BOND. (a) A surety
73577357 on a bond may at any time file with the clerk a petition requesting
73587358 that the court in which the proceedings are pending:
73597359 (1) require the personal representative to give a new
73607360 bond; and
73617361 (2) discharge the petitioner from all liability for
73627362 the future acts of the representative.
73637363 (b) On the filing of a petition under Subsection (a), the
73647364 personal representative shall be cited to appear and give a new
73657365 bond. (Tex. Prob. Code, Sec. 210.)
73667366 Sec. 305.257. DISCHARGE OF FORMER SURETIES ON EXECUTION OF
73677367 NEW BOND. When a new bond has been given and approved, the court
73687368 shall enter an order discharging the sureties on the former bond
73697369 from all liability for the future acts of the principal on the bond.
73707370 (Tex. Prob. Code, Sec. 209.)
73717371 CHAPTER 306. GRANTING AND
73727372 ISSUANCE OF LETTERS
73737373 Sec. 306.001. GRANTING OF LETTERS TESTAMENTARY
73747374 Sec. 306.002. GRANTING OF LETTERS OF ADMINISTRATION
73757375 Sec. 306.003. ORDER GRANTING LETTERS
73767376 Sec. 306.004. ISSUANCE OF ORIGINAL LETTERS
73777377 Sec. 306.005. FORM AND CONTENT OF LETTERS
73787378 Sec. 306.006. REPLACEMENT AND OTHER ADDITIONAL LETTERS
73797379 Sec. 306.007. EFFECT OF LETTERS OR CERTIFICATE
73807380 CHAPTER 306. GRANTING AND
73817381 ISSUANCE OF LETTERS
73827382 Sec. 306.001. GRANTING OF LETTERS TESTAMENTARY. (a)
73837383 Before the 21st day after the date a will has been probated, the
73847384 court shall grant letters testamentary, if permitted by law, to
73857385 each executor appointed by the will who:
73867386 (1) is not disqualified; and
73877387 (2) is willing to accept the trust and qualify
73887388 according to law.
73897389 (b) Failure of the court to issue letters testamentary
73907390 within the period prescribed by this section does not affect the
73917391 validity of any letters testamentary issued in accordance with law
73927392 after that period. (Tex. Prob. Code, Secs. 178(a), (c).)
73937393 Sec. 306.002. GRANTING OF LETTERS OF ADMINISTRATION. (a)
73947394 Subject to Subsection (b), the court hearing an application under
73957395 Chapter 301 shall grant:
73967396 (1) the administration of a decedent's estate if the
73977397 decedent died intestate; or
73987398 (2) the administration of the decedent's estate with
73997399 the will annexed if the decedent died leaving a will but:
74007400 (A) the will does not name an executor; or
74017401 (B) the executor named in the will:
74027402 (i) is deceased;
74037403 (ii) fails to accept and qualify before the
74047404 21st day after the date the will is probated; or
74057405 (iii) fails to present the will for probate
74067406 before the 31st day after the date of the decedent's death and the
74077407 court finds there was no good cause for that failure.
74087408 (b) The court may not grant any administration of an estate
74097409 unless a necessity for the administration exists, as determined by
74107410 the court.
74117411 (c) The court may find other instances of necessity for an
74127412 administration based on proof before the court, but a necessity is
74137413 considered to exist if:
74147414 (1) there are two or more debts against the estate;
74157415 (2) there is a desire for the county court to partition
74167416 the estate among the distributees; or
74177417 (3) the administration is necessary to receive or
74187418 recover funds or other property due the estate. (Tex. Prob. Code,
74197419 Sec. 178(b).)
74207420 Sec. 306.003. ORDER GRANTING LETTERS. When letters
74217421 testamentary or of administration are granted, the court shall
74227422 enter an order to that effect stating:
74237423 (1) the name of the decedent;
74247424 (2) the name of the person to whom the letters are
74257425 granted;
74267426 (3) the amount of any required bond;
74277427 (4) the name of at least one but not more than three
74287428 disinterested persons appointed to appraise the estate and return
74297429 the appraisement to the court, if:
74307430 (A) any interested person applies to the court
74317431 for the appointment of an appraiser; or
74327432 (B) the court considers an appraisement to be
74337433 necessary; and
74347434 (5) that the clerk shall issue letters in accordance
74357435 with the order when the person to whom the letters are granted has
74367436 qualified according to law. (Tex. Prob. Code, Sec. 181.)
74377437 Sec. 306.004. ISSUANCE OF ORIGINAL LETTERS. When an
74387438 executor or administrator has qualified in the manner required by
74397439 law, the clerk of the court granting the letters testamentary or of
74407440 administration shall promptly issue and deliver the letters to the
74417441 executor or administrator. If more than one person qualifies as
74427442 executor or administrator, the clerk shall issue the letters to
74437443 each person who qualifies. (Tex. Prob. Code, Sec. 182.)
74447444 Sec. 306.005. FORM AND CONTENT OF LETTERS. Letters
74457445 testamentary or of administration shall be in the form of a
74467446 certificate of the clerk of the court granting the letters,
74477447 attested by the court's seal, that states:
74487448 (1) the executor or administrator, as applicable, has
74497449 qualified as executor or administrator in the manner required by
74507450 law;
74517451 (2) the date of the qualification; and
74527452 (3) the name of the decedent. (Tex. Prob. Code, Sec.
74537453 183.)
74547454 Sec. 306.006. REPLACEMENT AND OTHER ADDITIONAL LETTERS.
74557455 When letters testamentary or of administration have been destroyed
74567456 or lost, the clerk shall issue other letters to replace the original
74577457 letters, which have the same effect as the original letters. The
74587458 clerk shall also issue any number of letters as and when requested
74597459 by the person or persons who hold the letters. (Tex. Prob. Code,
74607460 Sec. 187.)
74617461 Sec. 306.007. EFFECT OF LETTERS OR CERTIFICATE. Letters
74627462 testamentary or of administration or a certificate of the clerk of
74637463 the court that granted the letters, under the court's seal,
74647464 indicating that the letters have been issued, is sufficient
74657465 evidence of:
74667466 (1) the appointment and qualification of the personal
74677467 representative of an estate; and
74687468 (2) the date of qualification. (Tex. Prob. Code, Sec.
74697469 186.)
74707470 CHAPTER 307. VALIDITY OF CERTAIN ACTS OF EXECUTORS AND ADMINISTRATORS
74717471 ADMINISTRATORS
74727472 Sec. 307.001. RIGHTS OF GOOD FAITH PURCHASERS
74737473 Sec. 307.002. JOINT EXECUTORS OR ADMINISTRATORS
74747474 CHAPTER 307. VALIDITY OF CERTAIN ACTS OF EXECUTORS AND
74757475 ADMINISTRATORS
74767476 Sec. 307.001. RIGHTS OF GOOD FAITH PURCHASERS. (a) This
74777477 section applies only to an act performed by a qualified executor or
74787478 administrator in that capacity and in conformity with the law and
74797479 the executor's or administrator's authority.
74807480 (b) An act continues to be valid for all intents and
74817481 purposes in regard to the rights of an innocent purchaser who
74827482 purchases any of the estate property from the executor or
74837483 administrator for valuable consideration, in good faith, and
74847484 without notice of any illegality in the title to the property, even
74857485 if the act or the authority under which the act was performed is
74867486 subsequently set aside, annulled, and declared invalid. (Tex.
74877487 Prob. Code, Sec. 188.)
74887488 Sec. 307.002. JOINT EXECUTORS OR ADMINISTRATORS. (a)
74897489 Except as provided by Subsection (b), if there is more than one
74907490 executor or administrator of an estate at the same time, the acts of
74917491 one of the executors or administrators in that capacity are valid as
74927492 if all the executors or administrators had acted jointly. If one of
74937493 the executors or administrators dies, resigns, or is removed, a
74947494 co-executor or co-administrator of the estate shall proceed with
74957495 the administration as if the death, resignation, or removal had not
74967496 occurred.
74977497 (b) If there is more than one executor or administrator of
74987498 an estate at the same time, all of the qualified executors or
74997499 administrators who are acting in that capacity must join in the
75007500 conveyance of real estate unless the court, after due hearing,
75017501 authorizes fewer than all to act. (Tex. Prob. Code, Sec. 240.)
75027502 CHAPTER 308. NOTICE TO BENEFICIARIES AND CLAIMANTS
75037503 SUBCHAPTER A. NOTICE TO CERTAIN BENEFICIARIES AFTER PROBATE OF WILL
75047504 WILL
75057505 Sec. 308.001. DEFINITION
75067506 Sec. 308.002. REQUIRED NOTICE TO CERTAIN BENEFICIARIES
75077507 AFTER PROBATE OF WILL
75087508 Sec. 308.003. CONTENTS OF NOTICE
75097509 Sec. 308.004. AFFIDAVIT OR CERTIFICATE
75107510 [Sections 308.005-308.050 reserved for expansion]
75117511 SUBCHAPTER B. NOTICE TO CLAIMANTS
75127512 Sec. 308.051. REQUIRED NOTICE REGARDING PRESENTMENT OF
75137513 CLAIMS IN GENERAL
75147514 Sec. 308.052. PROOF OF PUBLICATION
75157515 Sec. 308.053. REQUIRED NOTICE TO SECURED CREDITOR
75167516 Sec. 308.054. PERMISSIVE NOTICE TO UNSECURED CREDITOR
75177517 Sec. 308.055. ONE NOTICE SUFFICIENT
75187518 Sec. 308.056. LIABILITY FOR FAILURE TO GIVE REQUIRED
75197519 NOTICE
75207520 CHAPTER 308. NOTICE TO BENEFICIARIES AND CLAIMANTS
75217521 SUBCHAPTER A. NOTICE TO CERTAIN BENEFICIARIES AFTER PROBATE OF
75227522 WILL
75237523 Sec. 308.001. DEFINITION. In this subchapter,
75247524 "beneficiary" means a person, entity, state, governmental agency of
75257525 the state, charitable organization, or trust entitled to receive
75267526 property under the terms of a decedent's will, to be determined for
75277527 purposes of this subchapter with the assumption that each person
75287528 who is alive on the date of the decedent's death survives any period
75297529 required to receive the bequest as specified by the terms of the
75307530 will. (Tex. Prob. Code, Sec. 128A(a), as amended Ch. 801, Acts 80th
75317531 Leg., R.S., 2007.)
75327532 Sec. 308.002. REQUIRED NOTICE TO CERTAIN BENEFICIARIES
75337533 AFTER PROBATE OF WILL. (a) Except as provided by Subsection (c),
75347534 not later than the 60th day after the date of an order admitting a
75357535 decedent's will to probate, the personal representative of the
75367536 decedent's estate, including an independent executor or
75377537 independent administrator, shall give notice that complies with
75387538 Section 308.003 to each beneficiary named in the will whose
75397539 identity and address are known to the representative or, through
75407540 reasonable diligence, can be ascertained. If, after the 60th day
75417541 after the date of the order, the representative becomes aware of the
75427542 identity and address of a beneficiary who was not given notice on or
75437543 before the 60th day, the representative shall give the notice as
75447544 soon as possible after becoming aware of that information.
75457545 (b) Notwithstanding the requirement under Subsection (a)
75467546 that the personal representative give the notice to the
75477547 beneficiary, the representative shall give the notice with respect
75487548 to a beneficiary described by this subsection as follows:
75497549 (1) if the beneficiary is a trust, to the trustee,
75507550 unless the representative is the trustee, in which case the
75517551 representative shall give the notice to the person or class of
75527552 persons first eligible to receive the trust income, to be
75537553 determined for purposes of this subdivision as if the trust were in
75547554 existence on the date of the decedent's death;
75557555 (2) if the beneficiary has a court-appointed guardian
75567556 or conservator, to that guardian or conservator;
75577557 (3) if the beneficiary is a minor for whom no guardian
75587558 or conservator has been appointed, to a parent of the minor; and
75597559 (4) if the beneficiary is a charity that for any reason
75607560 cannot be notified, to the attorney general.
75617561 (c) A personal representative is not required to give the
75627562 notice otherwise required by this section to a beneficiary who:
75637563 (1) made an appearance in the proceeding with respect
75647564 to the decedent's estate before the will was admitted to probate; or
75657565 (2) received a copy of the will that was admitted to
75667566 probate and waived the right to receive the notice in an instrument
75677567 that:
75687568 (A) acknowledges the receipt of the copy of the
75697569 will;
75707570 (B) is signed by the beneficiary; and
75717571 (C) is filed with the court.
75727572 (d) The notice required by this section must be sent by
75737573 registered or certified mail, return receipt requested. (Tex.
75747574 Prob. Code, Secs. 128A(b), (c), (d), (f).)
75757575 Sec. 308.003. CONTENTS OF NOTICE. The notice required by
75767576 Section 308.002 must:
75777577 (1) state:
75787578 (A) the name and address of the beneficiary to
75797579 whom the notice is given or, for a beneficiary described by Section
75807580 308.002(b), the name and address of the beneficiary for whom the
75817581 notice is given and of the person to whom the notice is given;
75827582 (B) the decedent's name;
75837583 (C) that the decedent's will has been admitted to
75847584 probate;
75857585 (D) that the beneficiary to whom or for whom the
75867586 notice is given is named as a beneficiary in the will; and
75877587 (E) the personal representative's name and
75887588 contact information; and
75897589 (2) contain as attachments a copy of the will admitted
75907590 to probate and of the order admitting the will to probate. (Tex.
75917591 Prob. Code, Sec. 128A(e).)
75927592 Sec. 308.004. AFFIDAVIT OR CERTIFICATE. (a) Not later than
75937593 the 90th day after the date of an order admitting a will to probate,
75947594 the personal representative shall file with the clerk of the court
75957595 in which the decedent's estate is pending a sworn affidavit of the
75967596 representative or a certificate signed by the representative's
75977597 attorney stating:
75987598 (1) for each beneficiary to whom notice was required
75997599 to be given under this subchapter, the name and address of the
76007600 beneficiary to whom the representative gave the notice or, for a
76017601 beneficiary described by Section 308.002(b), the name and address
76027602 of the beneficiary and of the person to whom the notice was given;
76037603 (2) the name and address of each beneficiary who filed
76047604 a waiver of the notice;
76057605 (3) the name of each beneficiary whose identity or
76067606 address could not be ascertained despite the representative's
76077607 exercise of reasonable diligence; and
76087608 (4) any other information necessary to explain the
76097609 representative's inability to give the notice to or for any
76107610 beneficiary as required by this subchapter.
76117611 (b) The affidavit or certificate required by Subsection (a)
76127612 may be included with any pleading or other document filed with the
76137613 court clerk, including the inventory, appraisement, and list of
76147614 claims or an application for an extension of the deadline to file
76157615 the inventory, appraisement, and list of claims, provided that the
76167616 pleading or other document is filed not later than the date the
76177617 affidavit or certificate is required to be filed under Subsection
76187618 (a). (Tex. Prob. Code, Secs. 128A(g), (h).)
76197619 [Sections 308.005-308.050 reserved for expansion]
76207620 SUBCHAPTER B. NOTICE TO CLAIMANTS
76217621 Sec. 308.051. REQUIRED NOTICE REGARDING PRESENTMENT OF
76227622 CLAIMS IN GENERAL. (a) Within one month after receiving letters
76237623 testamentary or of administration, a personal representative of an
76247624 estate shall provide notice requiring each person who has a claim
76257625 against the estate to present the claim within the period
76267626 prescribed by law by:
76277627 (1) having the notice published in a newspaper printed
76287628 in the county in which the letters were issued; and
76297629 (2) if the decedent remitted or should have remitted
76307630 taxes administered by the comptroller, sending the notice to the
76317631 comptroller by certified or registered mail.
76327632 (b) Notice provided under Subsection (a) must include:
76337633 (1) the date the letters testamentary or of
76347634 administration were issued to the personal representative;
76357635 (2) the address to which a claim may be presented; and
76367636 (3) an instruction of the representative's choice that
76377637 the claim be addressed in care of:
76387638 (A) the representative;
76397639 (B) the representative's attorney; or
76407640 (C) "Representative, Estate of __________"
76417641 (naming the estate).
76427642 (c) If a newspaper is not printed in the county in which the
76437643 letters testamentary or of administration were issued, the notice
76447644 must be posted and the return made and filed as otherwise required
76457645 by this title. (Tex. Prob. Code, Secs. 294(a), (c).)
76467646 Sec. 308.052. PROOF OF PUBLICATION. A copy of the published
76477647 notice required by Section 308.051(a)(1), together with the
76487648 publisher's affidavit, sworn to and subscribed before a proper
76497649 officer, to the effect that the notice was published as provided in
76507650 this title for the service of citation or notice by publication,
76517651 shall be filed in the court in which the cause is pending. (Tex.
76527652 Prob. Code, Sec. 294(b).)
76537653 Sec. 308.053. REQUIRED NOTICE TO SECURED CREDITOR. (a)
76547654 Within two months after receiving letters testamentary or of
76557655 administration, a personal representative of an estate shall give
76567656 notice of the issuance of the letters to each person the
76577657 representative knows to have a claim for money against the estate
76587658 that is secured by estate property.
76597659 (b) Within a reasonable period after a personal
76607660 representative obtains actual knowledge of the existence of a
76617661 person who has a secured claim for money against the estate and to
76627662 whom notice was not previously given, the representative shall give
76637663 notice to the person of the issuance of the letters testamentary or
76647664 of administration.
76657665 (c) Notice provided under this section must be:
76667666 (1) sent by certified or registered mail, return
76677667 receipt requested; and
76687668 (2) addressed to the record holder of the claim at the
76697669 record holder's last known post office address.
76707670 (d) The following shall be filed with the clerk of the court
76717671 in which the letters testamentary or of administration were issued:
76727672 (1) a copy of each notice and of each return receipt;
76737673 and
76747674 (2) the personal representative's affidavit stating:
76757675 (A) that the notice was mailed as required by
76767676 law; and
76777677 (B) the name of the person to whom the notice was
76787678 mailed, if that name is not shown on the notice or receipt. (Tex.
76797679 Prob. Code, Sec. 295.)
76807680 Sec. 308.054. PERMISSIVE NOTICE TO UNSECURED CREDITOR. (a)
76817681 At any time before an estate administration is closed, a personal
76827682 representative may give notice by certified or registered mail,
76837683 return receipt requested, to an unsecured creditor who has a claim
76847684 for money against the estate.
76857685 (b) Notice given under Subsection (a) must:
76867686 (1) expressly state that the creditor must present the
76877687 claim within four months after the date of the receipt of the notice
76887688 or the claim is barred, if the claim is not barred by the general
76897689 statutes of limitation; and
76907690 (2) include:
76917691 (A) the date the letters testamentary or of
76927692 administration held by the personal representative were issued to
76937693 the representative;
76947694 (B) the address to which the claim may be
76957695 presented; and
76967696 (C) an instruction of the representative's
76977697 choice that the claim be addressed in care of:
76987698 (i) the representative;
76997699 (ii) the representative's attorney; or
77007700 (iii) "Representative, Estate of _______"
77017701 (naming the estate). (Tex. Prob. Code, Sec. 294(d).)
77027702 Sec. 308.055. ONE NOTICE SUFFICIENT. A personal
77037703 representative is not required to give a notice required by Section
77047704 308.051 or 308.053 if another person also appointed as personal
77057705 representative of the estate or a former personal representative of
77067706 the estate has given that notice. (Tex. Prob. Code, Sec. 296.)
77077707 Sec. 308.056. LIABILITY FOR FAILURE TO GIVE REQUIRED
77087708 NOTICE. A personal representative who fails to give a notice
77097709 required by Section 308.051 or 308.053, or to cause the notice to be
77107710 given, and the sureties on the representative's bond are liable for
77117711 any damage a person suffers due to that neglect, unless it appears
77127712 that the person otherwise had notice. (Tex. Prob. Code, Sec. 297.)
77137713 CHAPTER 309. INVENTORY, APPRAISEMENT, AND LIST OF CLAIMS
77147714 SUBCHAPTER A. APPRAISERS
77157715 Sec. 309.001. APPOINTMENT OF APPRAISERS
77167716 Sec. 309.002. APPRAISERS' FEES
77177717 Sec. 309.003. FAILURE OR REFUSAL TO ACT BY APPRAISERS
77187718 [Sections 309.004-309.050 reserved for expansion]
77197719 SUBCHAPTER B. REQUIREMENTS FOR INVENTORY, APPRAISEMENT, AND LIST OF CLAIMS
77207720 OF CLAIMS
77217721 Sec. 309.051. INVENTORY AND APPRAISEMENT
77227722 Sec. 309.052. LIST OF CLAIMS
77237723 Sec. 309.053. AFFIDAVIT OF PERSONAL REPRESENTATIVE
77247724 Sec. 309.054. APPROVAL OR DISAPPROVAL BY THE COURT
77257725 Sec. 309.055. FAILURE OF JOINT PERSONAL
77267726 APPRAISEMENT, AND LIST OF CLAIMS
77277727 [Sections 309.056-309.100 reserved for expansion]
77287728 SUBCHAPTER C. CHANGES TO INVENTORY, APPRAISEMENT, AND LIST OF CLAIMS
77297729 CLAIMS
77307730 Sec. 309.101. DISCOVERY OF ADDITIONAL PROPERTY OR
77317731 CLAIMS
77327732 Sec. 309.102. ADDITIONAL INVENTORY AND APPRAISEMENT OR
77337733 LIST OF CLAIMS
77347734 Sec. 309.103. CORRECTION OF INVENTORY, APPRAISEMENT,
77357735 UNJUST ITEM
77367736 Sec. 309.104. REAPPRAISEMENT
77377737 [Sections 309.105-309.150 reserved for expansion]
77387738 SUBCHAPTER D. USE OF INVENTORY, APPRAISEMENT, AND LIST OF CLAIMS AS EVIDENCE
77397739 EVIDENCE
77407740 Sec. 309.151. USE OF INVENTORY, APPRAISEMENT, AND LIST
77417741 OF CLAIMS AS EVIDENCE
77427742 CHAPTER 309. INVENTORY, APPRAISEMENT, AND LIST OF CLAIMS
77437743 SUBCHAPTER A. APPRAISERS
77447744 Sec. 309.001. APPOINTMENT OF APPRAISERS. (a) At any time
77457745 after letters testamentary or of administration are granted, the
77467746 court, for good cause, on the court's own motion or on the motion of
77477747 an interested party shall appoint at least one but not more than
77487748 three disinterested persons who are residents of the county in
77497749 which the letters were granted to appraise the estate property.
77507750 (b) At any time after letters testamentary or of
77517751 administration are granted, the court, for good cause shown, on the
77527752 court's own motion or on the motion of an interested person shall
77537753 appoint at least one but not more than three disinterested persons
77547754 who are residents of the county in which the letters were granted to
77557755 appraise the estate property.
77567756 (c) If the court makes an appointment under Subsection (a)
77577757 or (b) and part of the estate is located in a county other than the
77587758 county in which the letters were granted, the court, if the court
77597759 considers necessary, may appoint at least one but not more than
77607760 three disinterested persons who are residents of the county in
77617761 which the relevant part of the estate is located to appraise the
77627762 estate property located in that county. (Tex. Prob. Code, Sec. 248,
77637763 as amended Acts 79th Leg., R.S., Chs. 701, 765.)
77647764 Sec. 309.002. APPRAISERS' FEES. An appraiser appointed by
77657765 the court as herein authorized is entitled to receive compensation,
77667766 payable out of the estate, of at least $5 for each day the appraiser
77677767 actually serves in performing the appraiser's duties. (Tex. Prob.
77687768 Code, Sec. 253.)
77697769 Sec. 309.003. FAILURE OR REFUSAL TO ACT BY APPRAISERS. If
77707770 an appraiser appointed under Section 309.001 fails or refuses to
77717771 act, the court by one or more similar orders shall remove the
77727772 appraiser and appoint one or more other appraisers, as the case
77737773 requires. (Tex. Prob. Code, Sec. 249.)
77747774 [Sections 309.004-309.050 reserved for expansion]
77757775 SUBCHAPTER B. REQUIREMENTS FOR INVENTORY, APPRAISEMENT, AND LIST
77767776 OF CLAIMS
77777777 Sec. 309.051. INVENTORY AND APPRAISEMENT. (a) Except as
77787778 provided by Subsection (c) or unless a longer period is granted by
77797779 the court, before the 91st day after the date the personal
77807780 representative qualifies, the representative shall file with the
77817781 court clerk a single written instrument that contains a verified,
77827782 full, and detailed inventory of all estate property that has come
77837783 into the representative's possession or of which the representative
77847784 has knowledge. The inventory must:
77857785 (1) include:
77867786 (A) all estate real property located in this
77877787 state; and
77887788 (B) all estate personal property regardless of
77897789 where the property is located; and
77907790 (2) specify:
77917791 (A) which portion of the property, if any, is
77927792 separate property and which, if any, is community property; and
77937793 (B) if estate property is owned in common with
77947794 others, the interest of the estate in that property and the names
77957795 and relationship, if known, of the co-owners.
77967796 (b) The personal representative shall:
77977797 (1) set out in the inventory the representative's
77987798 appraisement of the fair market value on the date of the decedent's
77997799 death of each item in the inventory; or
78007800 (2) if the court has appointed one or more appraisers
78017801 for the estate under Subchapter A:
78027802 (A) determine the fair market value of each item
78037803 in the inventory with the assistance of the appraiser or
78047804 appraisers; and
78057805 (B) set out that appraisement in the inventory.
78067806 (c) The court for good cause shown may require the personal
78077807 representative to file the inventory and appraisement within a
78087808 shorter period than the period prescribed by Subsection (a).
78097809 (d) The inventory, when approved by the court and filed with
78107810 the court clerk, is for all purposes the inventory and appraisement
78117811 of the estate referred to in this title. (Tex. Prob. Code, Sec.
78127812 250.)
78137813 Sec. 309.052. LIST OF CLAIMS. A complete list of claims due
78147814 or owing to the estate must be attached to the inventory and
78157815 appraisement required by Section 309.051. The list of claims must
78167816 state:
78177817 (1) the name and, if known, address of each person
78187818 indebted to the estate; and
78197819 (2) regarding each claim:
78207820 (A) the nature of the debt, whether by note,
78217821 bill, bond, or other written obligation, or by account or verbal
78227822 contract;
78237823 (B) the date the debt was incurred;
78247824 (C) the date the debt was or is due;
78257825 (D) the amount of the claim, the rate of interest
78267826 on the claim, and the period for which the claim bears interest;
78277827 (E) whether the claim is separate property or
78287828 community property; and
78297829 (F) if any portion of the claim is held in common
78307830 with others, the interest of the estate in the claim and the names
78317831 and relationships, if any, of the other part owners. (Tex. Prob.
78327832 Code, Sec. 251.)
78337833 Sec. 309.053. AFFIDAVIT OF PERSONAL REPRESENTATIVE. The
78347834 personal representative shall attach to the inventory,
78357835 appraisement, and list of claims the representative's affidavit,
78367836 subscribed and sworn to before an officer in the county authorized
78377837 by law to administer oaths, that the inventory, appraisement, and
78387838 list of claims are a true and complete statement of the property and
78397839 claims of the estate of which the representative has knowledge.
78407840 (Tex. Prob. Code, Sec. 252.)
78417841 Sec. 309.054. APPROVAL OR DISAPPROVAL BY THE COURT. (a) On
78427842 the filing of the inventory, appraisement, and list of claims with
78437843 the court clerk, the judge shall examine and approve or disapprove
78447844 the inventory, appraisement, and list of claims.
78457845 (b) If the judge approves the inventory, appraisement, and
78467846 list of claims, the judge shall enter an order to that effect.
78477847 (c) If the judge does not approve the inventory,
78487848 appraisement, or list of claims, the judge:
78497849 (1) shall enter an order to that effect requiring the
78507850 filing of another inventory, appraisement, or list of claims,
78517851 whichever is not approved, within a period specified in the order
78527852 not to exceed 20 days after the date the order is entered; and
78537853 (2) may, if considered necessary, appoint new
78547854 appraisers. (Tex. Prob. Code, Sec. 255.)
78557855 Sec. 309.055. FAILURE OF JOINT PERSONAL REPRESENTATIVES TO
78567856 FILE INVENTORY, APPRAISEMENT, AND LIST OF CLAIMS. (a) If more than
78577857 one personal representative qualifies to serve, any one or more of
78587858 the representatives, on the neglect of the other representatives,
78597859 may make and file an inventory, appraisement, and list of claims.
78607860 (b) A personal representative who neglects to make or file
78617861 an inventory, appraisement, and list of claims may not interfere
78627862 with and does not have any power over the estate after another
78637863 representative makes and files an inventory, appraisement, and list
78647864 of claims.
78657865 (c) The personal representative who files the inventory,
78667866 appraisement, and list of claims is entitled to the whole
78677867 administration unless, before the 61st day after the date the
78687868 representative files the inventory, appraisement, and list of
78697869 claims, one or more delinquent representatives file with the court
78707870 a written, sworn, and reasonable excuse that the court considers
78717871 satisfactory. The court shall enter an order removing one or more
78727872 delinquent representatives and revoking those representatives'
78737873 letters if:
78747874 (1) an excuse is not filed; or
78757875 (2) the court does not consider the filed excuse
78767876 sufficient. (Tex. Prob. Code, Sec. 260.)
78777877 [Sections 309.056-309.100 reserved for expansion]
78787878 SUBCHAPTER C. CHANGES TO INVENTORY, APPRAISEMENT, AND LIST OF
78797879 CLAIMS
78807880 Sec. 309.101. DISCOVERY OF ADDITIONAL PROPERTY OR CLAIMS.
78817881 If after the filing of the inventory, appraisement, and list of
78827882 claims the personal representative acquires possession or
78837883 knowledge of property or claims of the estate not included in the
78847884 inventory, appraisement, and list of claims the representative
78857885 shall promptly file with the court clerk a verified, full, and
78867886 detailed supplemental inventory, appraisement, and list of claims.
78877887 (Tex. Prob. Code, Sec. 256.)
78887888 Sec. 309.102. ADDITIONAL INVENTORY AND APPRAISEMENT OR LIST
78897889 OF CLAIMS. (a) On the written complaint of any interested person
78907890 that property or claims of the estate have not been included in the
78917891 filed inventory, appraisement, and list of claims, the personal
78927892 representative shall be cited to appear before the court in which
78937893 the cause is pending and show cause why the representative should
78947894 not be required to make and file an additional inventory and
78957895 appraisement or list of claims, or both, as applicable.
78967896 (b) After hearing the complaint, if the court is satisfied
78977897 of the truth of the complaint, the court shall enter an order
78987898 requiring the personal representative to make and file an
78997899 additional inventory and appraisement or list of claims, or both,
79007900 as applicable. The additional inventory and appraisement or list
79017901 of claims:
79027902 (1) must be made and filed in the same manner as the
79037903 original inventory and appraisement or list of claims within the
79047904 period prescribed by the court, not to exceed 20 days after the date
79057905 the order is entered; and
79067906 (2) may include only property or claims not previously
79077907 included in the inventory and appraisement or list of claims. (Tex.
79087908 Prob. Code, Sec. 257.)
79097909 Sec. 309.103. CORRECTION OF INVENTORY, APPRAISEMENT, OR
79107910 LIST OF CLAIMS FOR ERRONEOUS OR UNJUST ITEM. (a) Any interested
79117911 person who considers an inventory, appraisement, or list of claims
79127912 filed for the estate to be erroneous or unjust in any particular
79137913 may:
79147914 (1) file a written complaint setting forth the alleged
79157915 erroneous or unjust item; and
79167916 (2) have the personal representative cited to appear
79177917 before the court and show cause why the item should not be
79187918 corrected.
79197919 (b) On the hearing of the complaint, if the court is
79207920 satisfied from the evidence that the inventory, appraisement, or
79217921 list of claims is erroneous or unjust as alleged in the complaint,
79227922 the court shall enter an order:
79237923 (1) specifying the erroneous or unjust item and the
79247924 corrections to be made; and
79257925 (2) appointing appraisers to make a new appraisement
79267926 correcting the erroneous or unjust item and requiring the filing of
79277927 the new appraisement before the 21st day after the date of the
79287928 order.
79297929 (c) The court on the court's own motion or that of the
79307930 personal representative may also have a new appraisement made for
79317931 the purposes described by this section. (Tex. Prob. Code, Sec.
79327932 258.)
79337933 Sec. 309.104. REAPPRAISEMENT. (a) A reappraisement made,
79347934 filed, and approved by the court replaces the original
79357935 appraisement. Not more than one reappraisement may be made.
79367936 (b) Notwithstanding Subsection (a), an interested person
79377937 may object to a reappraisement regardless of whether the court has
79387938 approved the reappraisement. If the court finds that the
79397939 reappraisement is erroneous or unjust, the court shall appraise the
79407940 property on the basis of the evidence before the court. (Tex. Prob.
79417941 Code, Sec. 259.)
79427942 [Sections 309.105-309.150 reserved for expansion]
79437943 SUBCHAPTER D. USE OF INVENTORY, APPRAISEMENT, AND LIST OF CLAIMS AS
79447944 EVIDENCE
79457945 Sec. 309.151. USE OF INVENTORY, APPRAISEMENT, AND LIST OF
79467946 CLAIMS AS EVIDENCE. Each inventory, appraisement, and list of
79477947 claims that has been made, filed, and approved in accordance with
79487948 law, the record of the inventory, appraisement, and list of claims,
79497949 or a copy of an original or the record that has been certified under
79507950 the seal of the county court affixed by the clerk:
79517951 (1) may be given in evidence in any court of this state
79527952 in any suit by or against the personal representative; and
79537953 (2) is not conclusive for or against the
79547954 representative if it is shown that:
79557955 (A) any property or claim of the estate is not
79567956 shown in the originals, the record, or the copies; or
79577957 (B) the value of the property or claim of the
79587958 estate exceeded the value shown in the appraisement or list of
79597959 claims. (Tex. Prob. Code, Sec. 261.)
79607960 CHAPTER 310. ALLOCATION OF ESTATE INCOME AND EXPENSES
79617961 Sec. 310.001. DEFINITION
79627962 Sec. 310.002. APPLICABILITY OF OTHER LAW
79637963 Sec. 310.003. ALLOCATION OF EXPENSES
79647964 Sec. 310.004. INCOME DETERMINATION AND DISTRIBUTION
79657965 Sec. 310.005. TREATMENT OF INCOME RECEIVED BY TRUSTEE
79667966 Sec. 310.006. FREQUENCY AND METHOD OF DETERMINING
79677967 INTERESTS IN CERTAIN ESTATE ASSETS
79687968 CHAPTER 310. ALLOCATION OF ESTATE INCOME AND EXPENSES
79697969 Sec. 310.001. DEFINITION. In this chapter, "undistributed
79707970 assets" includes funds used to pay debts, administration expenses,
79717971 and federal and state estate, inheritance, succession, and
79727972 generation-skipping transfer taxes until the date the debts,
79737973 expenses, and taxes are paid. (Tex. Prob. Code, Sec. 378B(h)
79747974 (part).)
79757975 Sec. 310.002. APPLICABILITY OF OTHER LAW. Chapter 116,
79767976 Property Code, controls to the extent of any conflict between this
79777977 chapter and Chapter 116, Property Code. (Tex. Prob. Code, Sec.
79787978 378B(i).)
79797979 Sec. 310.003. ALLOCATION OF EXPENSES. (a) Except as
79807980 provided by Section 310.004(a) and unless the will provides
79817981 otherwise, all expenses incurred in connection with the settlement
79827982 of a decedent's estate shall be charged against the principal of the
79837983 estate, including:
79847984 (1) debts;
79857985 (2) funeral expenses;
79867986 (3) estate taxes and penalties relating to estate
79877987 taxes; and
79887988 (4) family allowances.
79897989 (b) Fees and expenses of an attorney, accountant, or other
79907990 professional advisor, commissions and expenses of a personal
79917991 representative, court costs, and all other similar fees or expenses
79927992 relating to the administration of the estate and interest relating
79937993 to estate taxes shall be allocated between the income and principal
79947994 of the estate as the executor determines in the executor's
79957995 discretion to be just and equitable. (Tex. Prob. Code, Sec.
79967996 378B(a).)
79977997 Sec. 310.004. INCOME DETERMINATION AND DISTRIBUTION. (a)
79987998 Unless a will provides otherwise, income from the assets of a
79997999 decedent's estate that accrues after the death of the testator and
80008000 before distribution, including income from property used to
80018001 discharge liabilities, shall be:
80028002 (1) determined according to the rules applicable to a
80038003 trustee under the Texas Trust Code (Subtitle B, Title 9, Property
80048004 Code); and
80058005 (2) distributed as provided by Subsections (b) and (c)
80068006 and by Chapter 116, Property Code.
80078007 (b) Income from property devised to a specific devisee shall
80088008 be distributed to the devisee after reduction for:
80098009 (1) property taxes;
80108010 (2) other taxes, including taxes imposed on income
80118011 that accrues during the period of administration and that is
80128012 payable to the devisee;
80138013 (3) ordinary repairs;
80148014 (4) insurance premiums;
80158015 (5) interest accrued after the testator's death; and
80168016 (6) other expenses of management and operation of the
80178017 property.
80188018 (c) The balance of the net income shall be distributed to
80198019 all other devisees after reduction for the balance of property
80208020 taxes, ordinary repairs, insurance premiums, interest accrued,
80218021 other expenses of management and operation of all property from
80228022 which the estate is entitled to income, and taxes imposed on income
80238023 that accrues during the period of administration and that is
80248024 payable or allocable to the devisees, in proportion to the
80258025 devisees' respective interests in the undistributed assets of the
80268026 estate. (Tex. Prob. Code, Secs. 378B(b), (c), (d).)
80278027 Sec. 310.005. TREATMENT OF INCOME RECEIVED BY TRUSTEE.
80288028 Income received by a trustee under this chapter shall be treated as
80298029 income of the trust as provided by Section 116.101, Property Code.
80308030 (Tex. Prob. Code, Sec. 378B(g).)
80318031 Sec. 310.006. FREQUENCY AND METHOD OF DETERMINING INTERESTS
80328032 IN CERTAIN ESTATE ASSETS. Except as required by Sections 2055 and
80338033 2056, Internal Revenue Code of 1986 (26 U.S.C. Sections 2055 and
80348034 2056), the frequency and method of determining the beneficiaries'
80358035 respective interests in the undistributed assets of an estate are
80368036 in the sole and absolute discretion of the executor of the estate.
80378037 The executor may consider all relevant factors, including
80388038 administrative convenience and expense and the interests of the
80398039 various beneficiaries of the estate, to reach a fair and equitable
80408040 result among beneficiaries. (Tex. Prob. Code, Sec. 378B(h)
80418041 (part).)
80428042 [Chapters 311-350 reserved for expansion]
80438043 SUBTITLE H. CONTINUATION OF ADMINISTRATION
80448044 CHAPTER 351. POWERS AND DUTIES OF PERSONAL REPRESENTATIVES IN GENERAL
80458045 GENERAL
80468046 SUBCHAPTER A. GENERAL PROVISIONS
80478047 Sec. 351.001. APPLICABILITY OF COMMON LAW
80488048 Sec. 351.002. APPEAL BOND
80498049 Sec. 351.003. CERTAIN COSTS ADJUDGED AGAINST PERSONAL
80508050 REPRESENTATIVE
80518051 [Sections 351.004-351.050 reserved for expansion]
80528052 SUBCHAPTER B. GENERAL AUTHORITY OF PERSONAL REPRESENTATIVES
80538053 Sec. 351.051. EXERCISE OF AUTHORITY UNDER COURT ORDER
80548054 Sec. 351.052. EXERCISE OF AUTHORITY WITHOUT COURT
80558055 ORDER
80568056 Sec. 351.053. AUTHORITY TO SERVE PENDING APPEAL OF
80578057 APPOINTMENT
80588058 Sec. 351.054. AUTHORITY TO COMMENCE SUITS
80598059 [Sections 351.055-351.100 reserved for expansion]
80608060 SUBCHAPTER C. POSSESSION AND CARE OF ESTATE PROPERTY
80618061 Sec. 351.101. DUTY OF CARE
80628062 Sec. 351.102. POSSESSION OF PERSONAL PROPERTY AND
80638063 RECORDS
80648064 Sec. 351.103. POSSESSION OF PROPERTY HELD IN COMMON
80658065 OWNERSHIP
80668066 Sec. 351.104. ADMINISTRATION OF PARTNERSHIP INTEREST
80678067 Sec. 351.105. HOLDING OF STOCKS, BONDS, AND OTHER
80688068 PERSONAL PROPERTY IN NOMINEE'S NAME
80698069 [Sections 351.106-351.150 reserved for expansion]
80708070 SUBCHAPTER D. COLLECTION OF CLAIMS; RECOVERY OF PROPERTY
80718071 Sec. 351.151. ORDINARY DILIGENCE REQUIRED
80728072 Sec. 351.152. CONTINGENT INTEREST FOR CERTAIN
80738073 ATTORNEY'S FEES; COURT APPROVAL
80748074 Sec. 351.153. RECOVERY OF CERTAIN EXPENSES
80758075 [Sections 351.154-351.200 reserved for expansion]
80768076 SUBCHAPTER E. OPERATION OF BUSINESS
80778077 Sec. 351.201. DEFINITION
80788078 Sec. 351.202. ORDER REQUIRING PERSONAL REPRESENTATIVE
80798079 TO OPERATE BUSINESS
80808080 Sec. 351.203. POWERS OF PERSONAL REPRESENTATIVE
80818081 REGARDING BUSINESS
80828082 Sec. 351.204. FIDUCIARY DUTIES OF PERSONAL
80838083 REPRESENTATIVE REGARDING BUSINESS
80848084 Sec. 351.205. REAL PROPERTY OF BUSINESS; NOTICE
80858085 [Sections 351.206-351.250 reserved for expansion]
80868086 SUBCHAPTER F. AUTHORITY TO ENGAGE IN CERTAIN BORROWING
80878087 Sec. 351.251. MORTGAGE OR PLEDGE OF ESTATE PROPERTY
80888088 AUTHORIZED IN CERTAIN CIRCUMSTANCES
80898089 Sec. 351.252. APPLICATION; ORDER
80908090 Sec. 351.253. TERM OF LOAN OR LIEN EXTENSION
80918091 [Sections 351.254-351.300 reserved for expansion]
80928092 SUBCHAPTER G. PAYMENT OF INCOME OF CERTAIN ESTATES DURING ADMINISTRATION
80938093 ADMINISTRATION
80948094 Sec. 351.301. APPLICABILITY OF SUBCHAPTER
80958095 Sec. 351.302. APPLICATION AND ORDER FOR PAYMENT OF
80968096 CERTAIN ESTATE INCOME
80978097 Sec. 351.303. TREATMENT OF CERTAIN AMOUNTS RECEIVED
80988098 FROM MINERAL LEASE
80998099 [Sections 351.304-351.350 reserved for expansion]
81008100 SUBCHAPTER H. CERTAIN ADMINISTERED ESTATES
81018101 Sec. 351.351. APPLICABILITY
81028102 Sec. 351.352. ENSURING COMPLIANCE WITH LAW
81038103 Sec. 351.353. ANNUAL EXAMINATION OF CERTAIN ESTATES;
81048104 BOND OF PERSONAL REPRESENTATIVE
81058105 Sec. 351.354. JUDGE'S LIABILITY
81068106 Sec. 351.355. IDENTIFYING INFORMATION
81078107 CHAPTER 351. POWERS AND DUTIES OF PERSONAL REPRESENTATIVES IN
81088108 GENERAL
81098109 SUBCHAPTER A. GENERAL PROVISIONS
81108110 Sec. 351.001. APPLICABILITY OF COMMON LAW. The rights,
81118111 powers, and duties of executors and administrators are governed by
81128112 common law principles to the extent that those principles do not
81138113 conflict with the statutes of this state. (Tex. Prob. Code, Sec.
81148114 32.)
81158115 Sec. 351.002. APPEAL BOND. (a) Except as provided by
81168116 Subsection (b), an appeal bond is not required if an appeal is taken
81178117 by an executor or administrator.
81188118 (b) An executor or administrator must give an appeal bond if
81198119 the appeal personally concerns the executor or administrator.
81208120 (Tex. Prob. Code, Sec. 29.)
81218121 Sec. 351.003. CERTAIN COSTS ADJUDGED AGAINST PERSONAL
81228122 REPRESENTATIVE. If a personal representative neglects to perform a
81238123 required duty or is removed for cause, the representative and the
81248124 sureties on the representative's bond are liable for:
81258125 (1) the costs of removal and other additional costs
81268126 incurred that are not expenditures authorized by this title; and
81278127 (2) reasonable attorney's fees incurred in:
81288128 (A) removing the representative; or
81298129 (B) obtaining compliance regarding any statutory
81308130 duty the representative has neglected. (Tex. Prob. Code, Sec.
81318131 245.)
81328132 [Sections 351.004-351.050 reserved for expansion]
81338133 SUBCHAPTER B. GENERAL AUTHORITY OF PERSONAL REPRESENTATIVES
81348134 Sec. 351.051. EXERCISE OF AUTHORITY UNDER COURT ORDER. (a)
81358135 A personal representative of an estate may renew or extend any
81368136 obligation owed by or to the estate on application and order
81378137 authorizing the renewal or extension. If a personal representative
81388138 considers it in the interest of the estate, the representative may,
81398139 on written application to the court and if authorized by court
81408140 order:
81418141 (1) purchase or exchange property;
81428142 (2) take claims or property for the use and benefit of
81438143 the estate in payment of a debt due or owed to the estate;
81448144 (3) compound bad or doubtful debts due or owed to the
81458145 estate;
81468146 (4) make a compromise or settlement in relation to
81478147 property or a claim in dispute or litigation;
81488148 (5) compromise or pay in full any secured claim that
81498149 has been allowed and approved as required by law against the estate
81508150 by conveying to the holder of the claim the real estate or personal
81518151 property securing the claim:
81528152 (A) in full payment, liquidation, and
81538153 satisfaction of the claim; and
81548154 (B) in consideration of cancellation of notes,
81558155 deeds of trust, mortgages, chattel mortgages, or other evidences of
81568156 liens securing the payment of the claim; or
81578157 (6) abandon the administration of burdensome or
81588158 worthless estate property.
81598159 (b) Abandoned property may be foreclosed on by a mortgagee
81608160 or other secured party or a trustee without further court order.
81618161 (Tex. Prob. Code, Sec. 234(a).)
81628162 Sec. 351.052. EXERCISE OF AUTHORITY WITHOUT COURT ORDER.
81638163 (a) A personal representative of an estate may, without
81648164 application to or order of the court:
81658165 (1) release a lien on payment at maturity of the debt
81668166 secured by the lien;
81678167 (2) vote stocks by limited or general proxy;
81688168 (3) pay calls and assessments;
81698169 (4) insure the estate against liability in appropriate
81708170 cases;
81718171 (5) insure estate property against fire, theft, and
81728172 other hazards; or
81738173 (6) pay taxes, court costs, and bond premiums.
81748174 (b) A personal representative who is under court control may
81758175 apply and obtain a court order if the representative has doubts
81768176 regarding the propriety of the exercise of any power listed in
81778177 Subsection (a). (Tex. Prob. Code, Sec. 234(b).)
81788178 Sec. 351.053. AUTHORITY TO SERVE PENDING APPEAL OF
81798179 APPOINTMENT. Pending an appeal from an order or judgment
81808180 appointing an administrator or temporary administrator, the
81818181 appointee shall continue to:
81828182 (1) act as administrator or temporary administrator;
81838183 and
81848184 (2) prosecute any suit then pending in favor of the
81858185 estate. (Tex. Prob. Code, Sec. 28.)
81868186 Sec. 351.054. AUTHORITY TO COMMENCE SUITS. (a) An executor
81878187 or administrator appointed in this state may commence a suit for:
81888188 (1) recovery of personal property, debts, or damages;
81898189 or
81908190 (2) title to or possession of land, any right attached
81918191 to or arising from that land, or an injury or damage done to that
81928192 land.
81938193 (b) A judgment in a suit described by Subsection (a) is
81948194 conclusive, but may be set aside by any interested person for fraud
81958195 or collusion on the executor's or administrator's part. (Tex. Prob.
81968196 Code, Sec. 233A.)
81978197 [Sections 351.055-351.100 reserved for expansion]
81988198 SUBCHAPTER C. POSSESSION AND CARE OF ESTATE PROPERTY
81998199 Sec. 351.101. DUTY OF CARE. An executor or administrator of
82008200 an estate shall take care of estate property as a prudent person
82018201 would take of that person's own property, and if any buildings
82028202 belong to the estate, the executor or administrator shall keep
82038203 those buildings in good repair, except for extraordinary
82048204 casualties, unless directed by a court order not to do so. (Tex.
82058205 Prob. Code, Sec. 230.)
82068206 Sec. 351.102. POSSESSION OF PERSONAL PROPERTY AND RECORDS.
82078207 (a) Immediately after receiving letters testamentary or of
82088208 administration, the personal representative of an estate shall
82098209 collect and take possession of the estate's personal property,
82108210 record books, title papers, and other business papers.
82118211 (b) The personal representative shall deliver the property,
82128212 books, and papers described by Subsection (a) that are in the
82138213 representative's possession to the person or persons legally
82148214 entitled to the property, books, and papers when:
82158215 (1) the administration of the estate is closed; or
82168216 (2) a successor personal representative receives
82178217 letters testamentary or of administration. (Tex. Prob. Code, Sec.
82188218 232.)
82198219 Sec. 351.103. POSSESSION OF PROPERTY HELD IN COMMON
82208220 OWNERSHIP. If an estate holds or owns any property in common or as
82218221 part owner with another, the personal representative of the estate
82228222 is entitled to possession of the property in common with the other
82238223 part owner or owners in the same manner as other owners in common or
82248224 joint owners are entitled to possession of the property. (Tex.
82258225 Prob. Code, Sec. 235.)
82268226 Sec. 351.104. ADMINISTRATION OF PARTNERSHIP INTEREST. (a)
82278227 If a decedent was a partner in a general partnership and the
82288228 partnership agreement or articles of partnership provide that, on
82298229 the death of a partner, the partner's personal representative is
82308230 entitled to that partner's place in the partnership, a personal
82318231 representative accordingly contracting to enter the partnership
82328232 under the partnership agreement or articles of partnership is, to
82338233 the extent allowed by law, liable to a third person only to the
82348234 extent of:
82358235 (1) the deceased partner's capital in the partnership;
82368236 and
82378237 (2) the estate's assets held by the representative.
82388238 (b) This section does not exonerate a personal
82398239 representative from liability for the representative's negligence.
82408240 (Tex. Prob. Code, Sec. 238A.)
82418241 Sec. 351.105. HOLDING OF STOCKS, BONDS, AND OTHER PERSONAL
82428242 PROPERTY IN NOMINEE'S NAME. (a) Unless otherwise provided by the
82438243 will, a personal representative of an estate may cause stocks,
82448244 bonds, and other personal property of the estate to be registered
82458245 and held in the name of a nominee without mentioning the fiduciary
82468246 relationship in any instrument or record constituting or evidencing
82478247 title to that property. The representative is liable for the acts
82488248 of the nominee with respect to property registered in this manner.
82498249 The representative's records must at all times show the ownership
82508250 of the property.
82518251 (b) Any property registered in the manner described by
82528252 Subsection (a) shall be kept:
82538253 (1) in the possession and control of the personal
82548254 representative at all times; and
82558255 (2) separate from the representative's individual
82568256 property. (Tex. Prob. Code, Sec. 398A.)
82578257 [Sections 351.106-351.150 reserved for expansion]
82588258 SUBCHAPTER D. COLLECTION OF CLAIMS; RECOVERY OF PROPERTY
82598259 Sec. 351.151. ORDINARY DILIGENCE REQUIRED. (a) If there is
82608260 a reasonable prospect of collecting the claims or recovering the
82618261 property of an estate, the personal representative of the estate
82628262 shall use ordinary diligence to:
82638263 (1) collect all claims and debts due the estate; and
82648264 (2) recover possession of all property to which the
82658265 estate has claim or title.
82668266 (b) If a personal representative wilfully neglects to use
82678267 the ordinary diligence required under Subsection (a), the
82688268 representative and the sureties on the representative's bond are
82698269 liable, on the suit of any person interested in the estate, for the
82708270 use of the estate, for the amount of those claims or the value of
82718271 that property lost by the neglect. (Tex. Prob. Code, Sec. 233(a).)
82728272 Sec. 351.152. CONTINGENT INTEREST FOR CERTAIN ATTORNEY'S
82738273 FEES; COURT APPROVAL. (a) Except as provided by Subsection (b) and
82748274 subject only to the approval of the court in which the estate is
82758275 being administered, a personal representative may convey or enter
82768276 into a contract to convey for attorney services a contingent
82778277 interest in any property sought to be recovered, not to exceed a
82788278 one-third interest in the property.
82798279 (b) A personal representative, including an independent
82808280 executor or independent administrator, may convey or enter into a
82818281 contract to convey for attorney services a contingent interest in
82828282 any property sought to be recovered under this subchapter in an
82838283 amount that exceeds a one-third interest in the property only on the
82848284 approval of the court in which the estate is being administered.
82858285 The court must approve a contract entered into or conveyance made
82868286 under this section before an attorney performs any legal services.
82878287 A contract entered into or a conveyance made in violation of this
82888288 section is void unless the court ratifies or reforms the contract or
82898289 documents relating to the conveyance to the extent necessary to
82908290 make the contract or conveyance meet the requirements of this
82918291 section.
82928292 (c) In approving a contract or conveyance under this
82938293 section, the court shall consider:
82948294 (1) the time and labor required, the novelty and
82958295 difficulty of the questions involved, and the skill required to
82968296 perform the legal services properly;
82978297 (2) the fee customarily charged in the locality for
82988298 similar legal services;
82998299 (3) the value of the property recovered or sought to be
83008300 recovered by the personal representative under this subchapter;
83018301 (4) the benefits to the estate that the attorney will
83028302 be responsible for securing; and
83038303 (5) the experience and ability of the attorney who
83048304 will perform the services. (Tex. Prob. Code, Secs. 233(b), (c),
83058305 (d).)
83068306 Sec. 351.153. RECOVERY OF CERTAIN EXPENSES. On proof
83078307 satisfactory to the court, a personal representative of an estate
83088308 is entitled to all necessary and reasonable expenses incurred by
83098309 the representative in:
83108310 (1) collecting or attempting to collect a claim or
83118311 debt owed to the estate; or
83128312 (2) recovering or attempting to recover property to
83138313 which the estate has a title or claim. (Tex. Prob. Code, Sec.
83148314 233(e).)
83158315 [Sections 351.154-351.200 reserved for expansion]
83168316 SUBCHAPTER E. OPERATION OF BUSINESS
83178317 Sec. 351.201. DEFINITION. In this subchapter, "business"
83188318 includes a farm, ranch, or factory. (Tex. Prob. Code, Sec. 238(a).)
83198319 Sec. 351.202. ORDER REQUIRING PERSONAL REPRESENTATIVE TO
83208320 OPERATE BUSINESS. (a) A court, after notice to all interested
83218321 persons and a hearing, may order the personal representative of an
83228322 estate to operate a business that is part of the estate and may
83238323 grant the representative the powers to operate the business that
83248324 the court determines are appropriate, after considering the factors
83258325 listed in Subsection (b), if:
83268326 (1) the disposition of the business has not been
83278327 specifically directed by the decedent's will;
83288328 (2) it is not necessary to sell the business at once
83298329 for the payment of debts or for any other lawful purpose; and
83308330 (3) the court determines that the operation of the
83318331 business by the representative is in the best interest of the
83328332 estate.
83338333 (b) In determining which powers to grant a personal
83348334 representative in an order entered under Subsection (a), the court
83358335 shall consider:
83368336 (1) the condition of the estate and the business;
83378337 (2) the necessity that may exist for the future sale of
83388338 the business or of business property to provide for payment of debts
83398339 or claims against the estate or other lawful expenditures with
83408340 respect to the estate;
83418341 (3) the effect of the order on the speedy settlement of
83428342 the estate; and
83438343 (4) the best interests of the estate. (Tex. Prob.
83448344 Code, Secs. 238(b), (f).)
83458345 Sec. 351.203. POWERS OF PERSONAL REPRESENTATIVE REGARDING
83468346 BUSINESS. (a) A personal representative granted authority to
83478347 operate a business in an order entered under Section 351.202(a) has
83488348 the powers granted under Section 351.052, regardless of whether the
83498349 order specifies that the representative has those powers, unless
83508350 the order specifically provides that the representative does not
83518351 have one or more of the powers listed in Section 351.052.
83528352 (b) In addition to the powers granted to the personal
83538353 representative under Section 351.052, subject to any specific
83548354 limitation on those powers in accordance with Subsection (a), an
83558355 order entered under Section 351.202(a) may grant the representative
83568356 one or more of the following powers:
83578357 (1) the power to hire, pay, and terminate the
83588358 employment of employees of the business;
83598359 (2) the power to incur debt on behalf of the business,
83608360 including debt secured by liens against assets of the business or
83618361 estate, if permitted or directed by the order;
83628362 (3) the power to purchase and sell property in the
83638363 ordinary course of the operation of the business, including the
83648364 power to purchase and sell real property if the court finds that the
83658365 principal purpose of the business is the purchasing and selling of
83668366 real property and the order states that finding;
83678367 (4) the power to enter into a lease or contract, the
83688368 term of which may extend beyond the settlement of the estate, but
83698369 only to the extent that granting the power appears to be consistent
83708370 with the speedy settlement of the estate; and
83718371 (5) any other power the court finds necessary with
83728372 respect to the operation of the business.
83738373 (c) If the order entered under Section 351.202(a) gives the
83748374 personal representative the power to purchase, sell, lease, or
83758375 otherwise encumber property:
83768376 (1) the purchase, sale, lease, or encumbrance is
83778377 governed by the terms of the order; and
83788378 (2) the representative is not required to comply with
83798379 any other provision of this title regarding the purchase, sale,
83808380 lease, or encumbrance, including any provision requiring citation
83818381 or notice. (Tex. Prob. Code, Secs. 238(c), (d), (e).)
83828382 Sec. 351.204. FIDUCIARY DUTIES OF PERSONAL REPRESENTATIVE
83838383 REGARDING BUSINESS. (a) A personal representative who operates a
83848384 business under an order entered under Section 351.202(a) has the
83858385 same fiduciary duties as a representative who does not operate a
83868386 business that is part of an estate.
83878387 (b) In operating a business under an order entered under
83888388 Section 351.202(a), a personal representative shall consider:
83898389 (1) the condition of the estate and the business;
83908390 (2) the necessity that may exist for the future sale of
83918391 the business or of business property to provide for payment of debts
83928392 or claims against the estate or other lawful expenditures with
83938393 respect to the estate;
83948394 (3) the effect of the order on the speedy settlement of
83958395 the estate; and
83968396 (4) the best interests of the estate.
83978397 (c) A personal representative who operates a business under
83988398 an order entered under Section 351.202(a) shall report to the court
83998399 with respect to the operation and condition of the business as part
84008400 of the accounts required by Chapters 359 and 362, unless the court
84018401 orders the reports regarding the business to be made more
84028402 frequently or in a different manner or form. (Tex. Prob. Code, Sec.
84038403 238(g).)
84048404 Sec. 351.205. REAL PROPERTY OF BUSINESS; NOTICE. (a) A
84058405 personal representative shall file a notice in the real property
84068406 records of the county in which the real property is located before
84078407 purchasing, selling, leasing, or otherwise encumbering any real
84088408 property of the business in accordance with an order entered under
84098409 Section 351.202(a).
84108410 (b) The notice filed under Subsection (a) must:
84118411 (1) state:
84128412 (A) the decedent's name;
84138413 (B) the county of the court in which the
84148414 decedent's estate is pending;
84158415 (C) the cause number assigned to the pending
84168416 estate; and
84178417 (D) that one or more orders have been entered
84188418 under Section 351.202(a); and
84198419 (2) include a description of the property that is the
84208420 subject of the purchase, sale, lease, or other encumbrance.
84218421 (c) For purposes of determining a personal representative's
84228422 authority with respect to a purchase, sale, lease, or other
84238423 encumbrance of real property of a business that is part of an
84248424 estate, a third party who deals in good faith with the
84258425 representative with respect to the transaction may rely on the
84268426 notice filed under Subsection (a) and an order entered under
84278427 Section 351.202(a) and filed as part of the estate records
84288428 maintained by the clerk of the court in which the estate is pending.
84298429 (Tex. Prob. Code, Secs. 238(h), (i).)
84308430 [Sections 351.206-351.250 reserved for expansion]
84318431 SUBCHAPTER F. AUTHORITY TO ENGAGE IN CERTAIN BORROWING
84328432 Sec. 351.251. MORTGAGE OR PLEDGE OF ESTATE PROPERTY
84338433 AUTHORIZED IN CERTAIN CIRCUMSTANCES. Under order of the court, a
84348434 personal representative of an estate may mortgage or pledge by deed
84358435 of trust or otherwise as security for an indebtedness any property
84368436 of the estate as necessary for:
84378437 (1) the payment of any ad valorem, income, gift,
84388438 estate, inheritance, or transfer taxes on the transfer of an estate
84398439 or due from a decedent or the estate, regardless of whether those
84408440 taxes are assessed by a state, a political subdivision of a state,
84418441 the federal government, or a foreign country;
84428442 (2) the payment of expenses of administration,
84438443 including amounts necessary for operation of a business, farm, or
84448444 ranch owned by the estate;
84458445 (3) the payment of claims allowed and approved, or
84468446 established by suit, against the estate; or
84478447 (4) the renewal and extension of an existing lien.
84488448 (Tex. Prob. Code, Sec. 329(a).)
84498449 Sec. 351.252. APPLICATION; ORDER. (a) If necessary to
84508450 borrow money for a purpose described by Section 351.251 or to create
84518451 or extend a lien on estate property as security, the personal
84528452 representative of the estate shall file a sworn application for
84538453 that authority with the court. The application must state fully and
84548454 in detail the circumstances that the representative believes make
84558455 the granting of the authority necessary.
84568456 (b) On the filing of an application under Subsection (a),
84578457 the clerk shall issue and have posted a citation to all interested
84588458 persons, stating the nature of the application and requiring any
84598459 interested person who chooses to do so to appear and show cause, if
84608460 any, why the application should not be granted.
84618461 (c) If satisfied by the evidence adduced at the hearing on
84628462 an application filed under Subsection (a) that it is in the interest
84638463 of the estate to borrow money or to extend and renew an existing
84648464 lien, the court shall issue an order to that effect that sets out
84658465 the terms of the authority granted under the order.
84668466 (d) If a new lien is created on estate property, the court
84678467 may require, for the protection of the estate and the creditors,
84688468 that the personal representative's general bond be increased or an
84698469 additional bond given, as for the sale of real property belonging to
84708470 the estate. (Tex. Prob. Code, Secs. 329(b), (c) (part).)
84718471 Sec. 351.253. TERM OF LOAN OR LIEN EXTENSION. Except as
84728472 otherwise provided by this section, the term of a loan or lien
84738473 renewal authorized under Section 351.252 may not exceed a period of
84748474 three years from the date original letters testamentary or of
84758475 administration are granted to the personal representative of the
84768476 affected estate. The court may authorize an extension of a lien
84778477 renewed under Section 351.252 for not more than one additional year
84788478 without further citation or notice. (Tex. Prob. Code, Sec. 329(c)
84798479 (part).)
84808480 [Sections 351.254-351.300 reserved for expansion]
84818481 SUBCHAPTER G. PAYMENT OF INCOME OF CERTAIN ESTATES DURING
84828482 ADMINISTRATION
84838483 Sec. 351.301. APPLICABILITY OF SUBCHAPTER. This subchapter
84848484 applies only to the estate of a decedent that is being administered
84858485 under the direction, control, and orders of a court in the exercise
84868486 of the court's probate jurisdiction. (Tex. Prob. Code, Sec. 239
84878487 (part).)
84888488 Sec. 351.302. APPLICATION AND ORDER FOR PAYMENT OF CERTAIN
84898489 ESTATE INCOME. (a) On the application of the executor or
84908490 administrator of an estate or of any interested party, and after
84918491 notice of the application has been given by posting, the court may
84928492 order and direct the executor or administrator to pay, or credit to
84938493 the account of, those persons who the court finds will own the
84948494 estate assets when administration on the estate is completed, and
84958495 in the same proportions, that part of the annual net income received
84968496 by or accruing to the estate that the court finds can conveniently
84978497 be paid to those owners without prejudice to the rights of
84988498 creditors, legatees, or other interested parties, if:
84998499 (1) it appears from evidence introduced at a hearing
85008500 on the application, and the court finds, that the reasonable market
85018501 value of the estate assets on hand at that time, excluding the
85028502 annual income from the estate assets, is at least twice the
85038503 aggregate amount of all unpaid debts, administration expenses, and
85048504 legacies; and
85058505 (2) no estate creditor or legatee has appeared and
85068506 objected.
85078507 (b) Except as otherwise provided by this title, nothing in
85088508 this subchapter authorizes the court to order paid over to the
85098509 owners of the estate any part of the principal of the estate. (Tex.
85108510 Prob. Code, Sec. 239 (part).)
85118511 Sec. 351.303. TREATMENT OF CERTAIN AMOUNTS RECEIVED FROM
85128512 MINERAL LEASE. For the purposes of this subchapter, bonuses,
85138513 rentals, and royalties received for or from an oil, gas, or other
85148514 mineral lease shall be treated as income rather than as principal.
85158515 (Tex. Prob. Code, Sec. 239 (part).)
85168516 [Sections 351.304-351.350 reserved for expansion]
85178517 SUBCHAPTER H. CERTAIN ADMINISTERED ESTATES
85188518 Sec. 351.351. APPLICABILITY. This subchapter does not
85198519 apply to:
85208520 (1) the appointment of an independent executor or
85218521 administrator under Section 145(c), (d), or (e); or
85228522 (2) the appointment of a successor independent
85238523 executor under Section 154A. (Tex. Prob. Code, Secs. 145(q)
85248524 (part), 154A(i) (part).)
85258525 Sec. 351.352. ENSURING COMPLIANCE WITH LAW. A county or
85268526 probate court shall use reasonable diligence to see that personal
85278527 representatives of estates administered under court orders and
85288528 other officers of the court perform the duty enjoined on them by law
85298529 applicable to those estates. (Tex. Prob. Code, Sec. 36(a) (part).)
85308530 Sec. 351.353. ANNUAL EXAMINATION OF CERTAIN ESTATES; BOND
85318531 OF PERSONAL REPRESENTATIVE. For each estate administered under
85328532 orders of a county or probate court, the judge shall, if the judge
85338533 considers it necessary, annually examine the condition of the
85348534 estate and the solvency of the bond of the estate's personal
85358535 representative. If the judge finds the representative's bond is
85368536 not sufficient to protect the estate, the judge shall require the
85378537 representative to execute a new bond in accordance with law. In
85388538 each case, the judge, as provided by law, shall notify the
85398539 representative and the sureties on the representative's bond.
85408540 (Tex. Prob. Code, Sec. 36(a) (part).)
85418541 Sec. 351.354. JUDGE'S LIABILITY. A judge is liable on the
85428542 judge's bond to those damaged if damage or loss results to an estate
85438543 administered under orders of a county or probate court from the
85448544 gross neglect of the judge to use reasonable diligence in the
85458545 performance of the judge's duty under this subchapter. (Tex. Prob.
85468546 Code, Sec. 36(a) (part).)
85478547 Sec. 351.355. IDENTIFYING INFORMATION. (a) The court may
85488548 request an applicant or court-appointed fiduciary to produce other
85498549 information identifying an applicant, decedent, or personal
85508550 representative, including a social security number, in addition to
85518551 identifying information the applicant or fiduciary is required to
85528552 produce under this title.
85538553 (b) The court shall maintain any information required under
85548554 this section, and the information may not be filed with the clerk.
85558555 (Tex. Prob. Code, Sec. 36(b).)
85568556 CHAPTER 352. COMPENSATION AND EXPENSES OF PERSONAL REPRESENTATIVES AND OTHERS
85578557 AND OTHERS
85588558 SUBCHAPTER A. COMPENSATION OF PERSONAL REPRESENTATIVES
85598559 Sec. 352.001. DEFINITION
85608560 Sec. 352.002. STANDARD COMPENSATION
85618561 Sec. 352.003. ALTERNATE COMPENSATION
85628562 Sec. 352.004. DENIAL OF COMPENSATION
85638563 [Sections 352.005-352.050 reserved for expansion]
85648564 SUBCHAPTER B. EXPENSES OF PERSONAL REPRESENTATIVES AND OTHERS
85658565 Sec. 352.051. EXPENSES; ATTORNEY'S FEES
85668566 Sec. 352.052. ALLOWANCE FOR DEFENSE OF WILL
85678567 Sec. 352.053. EXPENSE CHARGES
85688568 CHAPTER 352. COMPENSATION AND EXPENSES OF PERSONAL REPRESENTATIVES
85698569 AND OTHERS
85708570 SUBCHAPTER A. COMPENSATION OF PERSONAL REPRESENTATIVES
85718571 Sec. 352.001. DEFINITION. In this subchapter, "financial
85728572 institution" means an organization authorized to engage in business
85738573 under state or federal laws relating to financial institutions,
85748574 including:
85758575 (1) a bank;
85768576 (2) a trust company;
85778577 (3) a savings bank;
85788578 (4) a building and loan association;
85798579 (5) a savings and loan company or association; and
85808580 (6) a credit union. (Tex. Prob. Code, Sec. 241(b).)
85818581 Sec. 352.002. STANDARD COMPENSATION. (a) An executor,
85828582 administrator, or temporary administrator a court finds to have
85838583 taken care of and managed an estate in compliance with the standards
85848584 of this title is entitled to receive a five percent commission on
85858585 all amounts that the executor or administrator actually receives or
85868586 pays out in cash in the administration of the estate.
85878587 (b) The commission described by Subsection (a):
85888588 (1) may not exceed, in the aggregate, more than five
85898589 percent of the gross fair market value of the estate subject to
85908590 administration; and
85918591 (2) is not allowed for:
85928592 (A) receiving funds belonging to the testator or
85938593 intestate that were, at the time of the testator's or intestate's
85948594 death, either on hand or held for the testator or intestate in a
85958595 financial institution or a brokerage firm, including cash or a cash
85968596 equivalent held in a checking account, savings account, certificate
85978597 of deposit, or money market account;
85988598 (B) collecting the proceeds of a life insurance
85998599 policy; or
86008600 (C) paying out cash to an heir or legatee in that
86018601 person's capacity as an heir or legatee. (Tex. Prob. Code, Sec.
86028602 241(a) (part).)
86038603 Sec. 352.003. ALTERNATE COMPENSATION. (a) The court may
86048604 allow an executor, administrator, or temporary administrator
86058605 reasonable compensation for the executor's or administrator's
86068606 services, including unusual efforts to collect funds or life
86078607 insurance, if:
86088608 (1) the executor or administrator manages a farm,
86098609 ranch, factory, or other business of the estate; or
86108610 (2) the compensation calculated under Section 352.002
86118611 is unreasonably low.
86128612 (b) The county court has jurisdiction to receive, consider,
86138613 and act on applications from independent executors for purposes of
86148614 this section. (Tex. Prob. Code, Sec. 241(a) (part).)
86158615 Sec. 352.004. DENIAL OF COMPENSATION. The court may, on
86168616 application of an interested person or on the court's own motion,
86178617 wholly or partly deny a commission allowed by this subchapter if:
86188618 (1) the court finds that the executor or administrator
86198619 has not taken care of and managed estate property prudently; or
86208620 (2) the executor or administrator has been removed
86218621 under Section 149C or Subchapter B, Chapter 361. (Tex. Prob. Code,
86228622 Sec. 241(a) (part).)
86238623 [Sections 352.005-352.050 reserved for expansion]
86248624 SUBCHAPTER B. EXPENSES OF PERSONAL REPRESENTATIVES AND OTHERS
86258625 Sec. 352.051. EXPENSES; ATTORNEY'S FEES. On proof
86268626 satisfactory to the court, a personal representative of an estate
86278627 is entitled to:
86288628 (1) necessary and reasonable expenses incurred by the
86298629 representative in:
86308630 (A) preserving, safekeeping, and managing the
86318631 estate;
86328632 (B) collecting or attempting to collect claims or
86338633 debts; and
86348634 (C) recovering or attempting to recover property
86358635 to which the estate has a title or claim; and
86368636 (2) reasonable attorney's fees necessarily incurred in
86378637 connection with the proceedings and management of the estate. (Tex.
86388638 Prob. Code, Sec. 242.)
86398639 Sec. 352.052. ALLOWANCE FOR DEFENSE OF WILL. (a) A person
86408640 designated as executor in a will or an alleged will, or as
86418641 administrator with the will or alleged will annexed, who, for the
86428642 purpose of having the will or alleged will admitted to probate,
86438643 defends the will or alleged will or prosecutes any proceeding in
86448644 good faith and with just cause, whether or not successful, shall be
86458645 allowed out of the estate the executor's or administrator's
86468646 necessary expenses and disbursements in those proceedings,
86478647 including reasonable attorney's fees.
86488648 (b) A person designated as a devisee in or beneficiary of a
86498649 will or an alleged will, or as administrator with the will or
86508650 alleged will annexed, who, for the purpose of having the will or
86518651 alleged will admitted to probate, defends the will or alleged will
86528652 or prosecutes any proceeding in good faith and with just cause,
86538653 whether or not successful, may be allowed out of the estate the
86548654 person's necessary expenses and disbursements in those
86558655 proceedings, including reasonable attorney's fees. (Tex. Prob.
86568656 Code, Sec. 243.)
86578657 Sec. 352.053. EXPENSE CHARGES. (a) The court shall act on
86588658 expense charges in the same manner as other claims against the
86598659 estate.
86608660 (b) All expense charges shall be:
86618661 (1) made in writing, showing specifically each item of
86628662 expense and the date of the expense;
86638663 (2) verified by the personal representative's
86648664 affidavit;
86658665 (3) filed with the clerk; and
86668666 (4) entered on the claim docket. (Tex. Prob. Code,
86678667 Sec. 244.)
86688668 CHAPTER 353. EXEMPT PROPERTY AND FAMILY ALLOWANCE
86698669 SUBCHAPTER A. GENERAL PROVISIONS
86708670 Sec. 353.001. TREATMENT OF CERTAIN CHILDREN
86718671 [Sections 353.002-353.050 reserved for expansion]
86728672 SUBCHAPTER B. EXEMPT PROPERTY; ALLOWANCE IN LIEU OF EXEMPT PROPERTY
86738673 PROPERTY
86748674 Sec. 353.051. EXEMPT PROPERTY TO BE SET ASIDE
86758675 Sec. 353.052. DELIVERY OF EXEMPT PROPERTY
86768676 Sec. 353.053. ALLOWANCE IN LIEU OF EXEMPT PROPERTY
86778677 Sec. 353.054. PAYMENT OF ALLOWANCE IN LIEU OF EXEMPT
86788678 PROPERTY
86798679 Sec. 353.055. METHOD OF PAYING ALLOWANCE IN LIEU OF
86808680 EXEMPT PROPERTY
86818681 Sec. 353.056. SALE OF PROPERTY TO RAISE FUNDS FOR
86828682 ALLOWANCE IN LIEU OF EXEMPT PROPERTY
86838683 [Sections 353.057-353.100 reserved for expansion]
86848684 SUBCHAPTER C. FAMILY ALLOWANCE
86858685 Sec. 353.101. FAMILY ALLOWANCE
86868686 Sec. 353.102. AMOUNT AND METHOD OF PAYMENT OF FAMILY
86878687 ALLOWANCE
86888688 Sec. 353.103. ORDER FIXING FAMILY ALLOWANCE
86898689 Sec. 353.104. PREFERENCE OF FAMILY ALLOWANCE
86908690 Sec. 353.105. PAYMENT OF FAMILY ALLOWANCE
86918691 Sec. 353.106. SURVIVING SPOUSE OR MINOR CHILDREN MAY
86928692 ALLOWANCE
86938693 Sec. 353.107. SALE OF ESTATE PROPERTY TO RAISE FUNDS
86948694 FOR FAMILY ALLOWANCE
86958695 [Sections 353.108-353.150 reserved for expansion]
86968696 SUBCHAPTER D. LIENS ON AND DISPOSITION OF EXEMPT PROPERTY AND PROPERTY TAKEN AS ALLOWANCE
86978697 PROPERTY TAKEN AS ALLOWANCE
86988698 Sec. 353.151. LIENS
86998699 Sec. 353.152. DISTRIBUTION OF EXEMPT PROPERTY OF
87008700 SOLVENT ESTATE
87018701 Sec. 353.153. TITLE TO PROPERTY OF INSOLVENT ESTATE
87028702 Sec. 353.154. CERTAIN PROPERTY NOT CONSIDERED IN
87038703 DETERMINING SOLVENCY
87048704 Sec. 353.155. EXEMPT PROPERTY LIABLE FOR CERTAIN DEBTS
87058705 CHAPTER 353. EXEMPT PROPERTY AND FAMILY ALLOWANCE
87068706 SUBCHAPTER A. GENERAL PROVISIONS
87078707 Sec. 353.001. TREATMENT OF CERTAIN CHILDREN. For purposes
87088708 of distributing exempt property and making a family allowance, a
87098709 child is a child of his or her mother and a child of his or her
87108710 father, as provided by Sections 201.051, 201.052, and 201.053.
87118711 (Tex. Prob. Code, Sec. 42(c) (part).)
87128712 [Sections 353.002-353.050 reserved for expansion]
87138713 SUBCHAPTER B. EXEMPT PROPERTY; ALLOWANCE IN LIEU OF EXEMPT
87148714 PROPERTY
87158715 Sec. 353.051. EXEMPT PROPERTY TO BE SET ASIDE. (a) Unless
87168716 an application and verified affidavit are filed as provided by
87178717 Subsection (b), immediately after the inventory, appraisement, and
87188718 list of claims of an estate are approved, the court by order shall
87198719 set aside:
87208720 (1) the homestead for the use and benefit of the
87218721 decedent's surviving spouse and minor children; and
87228722 (2) all other estate property that is exempt from
87238723 execution or forced sale by the constitution and laws of this state
87248724 for the use and benefit of the decedent's:
87258725 (A) surviving spouse and minor children; and
87268726 (B) unmarried children remaining with the
87278727 decedent's family.
87288728 (b) Before the inventory, appraisement, and list of claims
87298729 of an estate are approved:
87308730 (1) the decedent's surviving spouse or any other
87318731 person authorized to act on behalf of the decedent's minor children
87328732 may apply to the court to have exempt property, including the
87338733 homestead, set aside by filing an application and a verified
87348734 affidavit listing all property that the applicant claims is exempt;
87358735 and
87368736 (2) any of the decedent's unmarried children remaining
87378737 with the decedent's family may apply to the court to have all exempt
87388738 property, other than the homestead, set aside by filing an
87398739 application and a verified affidavit listing all property, other
87408740 than the homestead, that the applicant claims is exempt.
87418741 (c) At a hearing on an application filed under Subsection
87428742 (b), the applicant has the burden of proof by a preponderance of the
87438743 evidence. The court shall set aside property of the decedent's
87448744 estate that the court finds is exempt. (Tex. Prob. Code, Sec. 271.)
87458745 Sec. 353.052. DELIVERY OF EXEMPT PROPERTY. (a) The
87468746 executor or administrator of an estate shall deliver, without
87478747 delay, exempt property that has been set aside for the decedent's
87488748 surviving spouse and children in accordance with this section.
87498749 (b) If there is a surviving spouse and there are no children
87508750 of the decedent, or if all the children of the decedent are also the
87518751 children of the surviving spouse, the executor or administrator
87528752 shall deliver all exempt property to the surviving spouse.
87538753 (c) If there is a surviving spouse and there are children of
87548754 the decedent who are not also children of the surviving spouse, the
87558755 executor or administrator shall deliver the share of those children
87568756 in exempt property, other than the homestead, to:
87578757 (1) the children, if the children are of legal age; or
87588758 (2) the children's guardian, if the children are
87598759 minors.
87608760 (d) If there is no surviving spouse and there are children
87618761 of the decedent, the executor or administrator shall deliver exempt
87628762 property, other than the homestead, to:
87638763 (1) the children, if the children are of legal age; or
87648764 (2) the children's guardian, if the children are
87658765 minors.
87668766 (e) In all cases, the executor or administrator shall
87678767 deliver the homestead to:
87688768 (1) the decedent's surviving spouse, if there is a
87698769 surviving spouse; or
87708770 (2) the guardian of the decedent's minor children, if
87718771 there is not a surviving spouse. (Tex. Prob. Code, Sec. 272.)
87728772 Sec. 353.053. ALLOWANCE IN LIEU OF EXEMPT PROPERTY. (a) If
87738773 all or any of the specific articles exempt from execution or forced
87748774 sale by the constitution and laws of this state are not among the
87758775 decedent's effects, the court shall make, in lieu of the articles
87768776 not among the effects, a reasonable allowance to be paid to the
87778777 decedent's surviving spouse and children as provided by Section
87788778 353.054.
87798779 (b) The allowance in lieu of a homestead may not exceed
87808780 $15,000, and the allowance in lieu of other exempt property may not
87818781 exceed $5,000, excluding the family allowance for the support of
87828782 the surviving spouse and minor children provided by Subchapter C.
87838783 (Tex. Prob. Code, Sec. 273.)
87848784 Sec. 353.054. PAYMENT OF ALLOWANCE IN LIEU OF EXEMPT
87858785 PROPERTY. (a) The executor or administrator of an estate shall pay
87868786 an allowance in lieu of exempt property in accordance with this
87878787 section.
87888788 (b) If there is a surviving spouse and there are no children
87898789 of the decedent, or if all the children of the decedent are also the
87908790 children of the surviving spouse, the executor or administrator
87918791 shall pay the entire allowance to the surviving spouse.
87928792 (c) If there is a surviving spouse and there are children of
87938793 the decedent who are not also children of the surviving spouse, the
87948794 executor or administrator shall pay the surviving spouse one-half
87958795 of the entire allowance plus the shares of the decedent's children
87968796 of whom the surviving spouse is the parent. The remaining shares
87978797 must be paid to:
87988798 (1) the decedent's children of whom the surviving
87998799 spouse is not a parent; or
88008800 (2) the guardian of the children described by
88018801 Subdivision (1), if those children are minors.
88028802 (d) If there is no surviving spouse and there are children
88038803 of the decedent, the executor or administrator shall divide the
88048804 entire allowance equally among the children and pay the children's
88058805 shares to the children, if the children are of legal age, or, if any
88068806 of the children are minors, pay the minor children's shares to the
88078807 guardian of the minor children. (Tex. Prob. Code, Sec. 275.)
88088808 Sec. 353.055. METHOD OF PAYING ALLOWANCE IN LIEU OF EXEMPT
88098809 PROPERTY. (a) An allowance in lieu of any exempt property shall be
88108810 paid in the manner selected by the decedent's surviving spouse or
88118811 children of legal age, or by the guardian of the decedent's minor
88128812 children, as follows:
88138813 (1) in money out of estate funds that come into the
88148814 executor's or administrator's possession;
88158815 (2) in any of the decedent's property or a part of the
88168816 property chosen by those individuals at the appraisement; or
88178817 (3) part in money described by Subdivision (1) and
88188818 part in property described by Subdivision (2).
88198819 (b) Property specifically devised to another may be taken as
88208820 provided by Subsection (a) only if other available property is
88218821 insufficient to pay the allowance. (Tex. Prob. Code, Sec. 274
88228822 (part).)
88238823 Sec. 353.056. SALE OF PROPERTY TO RAISE FUNDS FOR ALLOWANCE
88248824 IN LIEU OF EXEMPT PROPERTY. (a) On the written application of the
88258825 decedent's surviving spouse and children, the court shall order the
88268826 sale of estate property for cash in an amount that will be
88278827 sufficient to raise the amount of the allowance provided under
88288828 Section 353.053 or a portion of that amount, as necessary, if:
88298829 (1) the decedent had no property that the surviving
88308830 spouse or children are willing to take for the allowance or the
88318831 decedent had insufficient property; and
88328832 (2) there are not sufficient estate funds in the
88338833 executor's or administrator's possession to pay the amount of the
88348834 allowance or a portion of that amount, as applicable.
88358835 (b) Property specifically devised to another may be sold to
88368836 raise cash as provided by Subsection (a) only if other available
88378837 property is insufficient to pay the allowance. (Tex. Prob. Code,
88388838 Secs. 274 (part), 276.)
88398839 [Sections 353.057-353.100 reserved for expansion]
88408840 SUBCHAPTER C. FAMILY ALLOWANCE
88418841 Sec. 353.101. FAMILY ALLOWANCE. (a) Unless an application
88428842 and verified affidavit are filed as provided by Subsection (b),
88438843 immediately after the inventory, appraisement, and list of claims
88448844 of an estate are approved, the court shall fix a family allowance
88458845 for the support of the decedent's surviving spouse and minor
88468846 children.
88478847 (b) Before the inventory, appraisement, and list of claims
88488848 of an estate are approved, the decedent's surviving spouse or any
88498849 other person authorized to act on behalf of the decedent's minor
88508850 children may apply to the court to have the court fix the family
88518851 allowance by filing an application and a verified affidavit
88528852 describing:
88538853 (1) the amount necessary for the maintenance of the
88548854 surviving spouse and the decedent's minor children for one year
88558855 after the date of the decedent's death; and
88568856 (2) the surviving spouse's separate property and any
88578857 property that the decedent's minor children have in their own
88588858 right.
88598859 (c) At a hearing on an application filed under Subsection
88608860 (b), the applicant has the burden of proof by a preponderance of the
88618861 evidence. The court shall fix a family allowance for the support of
88628862 the decedent's surviving spouse and minor children.
88638863 (d) A family allowance may not be made for:
88648864 (1) the decedent's surviving spouse, if the surviving
88658865 spouse has separate property adequate for the surviving spouse's
88668866 maintenance; or
88678867 (2) the decedent's minor children, if the minor
88688868 children have property in their own right adequate for the
88698869 children's maintenance. (Tex. Prob. Code, Secs. 286, 288.)
88708870 Sec. 353.102. AMOUNT AND METHOD OF PAYMENT OF FAMILY
88718871 ALLOWANCE. (a) The amount of the family allowance must be
88728872 sufficient for the maintenance of the decedent's surviving spouse
88738873 and minor children for one year from the date of the decedent's
88748874 death.
88758875 (b) The allowance must be fixed with regard to the facts or
88768876 circumstances then existing and the facts and circumstances
88778877 anticipated to exist during the first year after the decedent's
88788878 death.
88798879 (c) The allowance may be paid in a lump sum or in
88808880 installments, as ordered by the court. (Tex. Prob. Code, Sec. 287.)
88818881 Sec. 353.103. ORDER FIXING FAMILY ALLOWANCE. When a family
88828882 allowance has been fixed, the court shall enter an order that:
88838883 (1) states the amount of the allowance;
88848884 (2) provides how the allowance shall be payable; and
88858885 (3) directs the executor or administrator to pay the
88868886 allowance in accordance with law. (Tex. Prob. Code, Sec. 289.)
88878887 Sec. 353.104. PREFERENCE OF FAMILY ALLOWANCE. The family
88888888 allowance made for the support of the decedent's surviving spouse
88898889 and minor children shall be paid in preference to all other debts of
88908890 or charges against the estate, other than Class 1 claims. (Tex.
88918891 Prob. Code, Sec. 290.)
88928892 Sec. 353.105. PAYMENT OF FAMILY ALLOWANCE. (a) The
88938893 executor or administrator of an estate shall apportion and pay the
88948894 family allowance in accordance with this section.
88958895 (b) If there is a surviving spouse and there are no minor
88968896 children of the decedent, the executor or administrator shall pay
88978897 the entire family allowance to the surviving spouse.
88988898 (c) If there is a surviving spouse and all of the minor
88998899 children of the decedent are also the children of the surviving
89008900 spouse, the executor or administrator shall pay the entire family
89018901 allowance to the surviving spouse for use by the surviving spouse
89028902 and the decedent's minor children.
89038903 (d) If there is a surviving spouse and some or all of the
89048904 minor children of the decedent are not also children of the
89058905 surviving spouse, the executor or administrator shall pay the
89068906 portion of the entire family allowance necessary for the support of
89078907 those minor children to the guardian of those children.
89088908 (e) If there is no surviving spouse and there are minor
89098909 children of the decedent, the executor or administrator shall pay
89108910 the family allowance for the minor children to the guardian of those
89118911 children. (Tex. Prob. Code, Sec. 291.)
89128912 Sec. 353.106. SURVIVING SPOUSE OR MINOR CHILDREN MAY TAKE
89138913 PERSONAL PROPERTY FOR FAMILY ALLOWANCE. (a) A decedent's
89148914 surviving spouse or the guardian of the decedent's minor children,
89158915 as applicable, is entitled to take, at the property's appraised
89168916 value as shown by the appraisement, any of the estate's personal
89178917 property in full or partial payment of the family allowance.
89188918 (b) Property specifically devised to another may be taken as
89198919 provided by Subsection (a) only if other available property is
89208920 insufficient to pay the allowance. (Tex. Prob. Code, Sec. 292
89218921 (part).)
89228922 Sec. 353.107. SALE OF ESTATE PROPERTY TO RAISE FUNDS FOR
89238923 FAMILY ALLOWANCE. (a) The court shall, as soon as the inventory,
89248924 appraisement, and list of claims are returned and approved, order
89258925 the sale of estate property for cash in an amount that will be
89268926 sufficient to raise the amount of the family allowance, or a portion
89278927 of that amount, as necessary, if:
89288928 (1) the decedent had no personal property that the
89298929 surviving spouse or the guardian of the decedent's minor children
89308930 is willing to take for the family allowance or the decedent had
89318931 insufficient personal property; and
89328932 (2) there are not sufficient estate funds in the
89338933 executor's or administrator's possession to pay the amount of the
89348934 family allowance or a portion of that amount, as applicable.
89358935 (b) Property specifically devised to another may be sold to
89368936 raise cash as provided by Subsection (a) only if other available
89378937 property is insufficient to pay the family allowance. (Tex. Prob.
89388938 Code, Secs. 292 (part), 293.)
89398939 [Sections 353.108-353.150 reserved for expansion]
89408940 SUBCHAPTER D. LIENS ON AND DISPOSITION OF EXEMPT PROPERTY AND
89418941 PROPERTY TAKEN AS ALLOWANCE
89428942 Sec. 353.151. LIENS. (a) This section applies to all
89438943 estates, whether solvent or insolvent.
89448944 (b) If property on which there is a valid subsisting lien or
89458945 encumbrance is set aside as exempt for the surviving spouse or
89468946 children or is appropriated to make an allowance in lieu of exempt
89478947 property or for the support of the surviving spouse or children, the
89488948 debts secured by the lien shall, if necessary, be either paid or
89498949 continued against the property. (Tex. Prob. Code, Sec. 277.)
89508950 Sec. 353.152. DISTRIBUTION OF EXEMPT PROPERTY OF SOLVENT
89518951 ESTATE. If on final settlement of an estate it appears that the
89528952 estate is solvent, the exempt property, other than the homestead or
89538953 any allowance made in lieu of the homestead, is subject to partition
89548954 and distribution among the heirs of the decedent and the
89558955 distributees in the same manner as other estate property. (Tex.
89568956 Prob. Code, Sec. 278.)
89578957 Sec. 353.153. TITLE TO PROPERTY OF INSOLVENT ESTATE. If on
89588958 final settlement an estate proves to be insolvent, the decedent's
89598959 surviving spouse and children have absolute title to all property
89608960 and allowances set aside or paid to them under this title. The
89618961 property and allowances may not be taken for any of the estate debts
89628962 except as provided by Section 353.155. (Tex. Prob. Code, Sec. 279.)
89638963 Sec. 353.154. CERTAIN PROPERTY NOT CONSIDERED IN
89648964 DETERMINING SOLVENCY. In determining whether an estate is solvent
89658965 or insolvent, the exempt property set aside for the decedent's
89668966 surviving spouse or children, any allowance made in lieu of that
89678967 exempt property, and the family allowance under Subchapter C may
89688968 not be estimated or considered as estate assets. (Tex. Prob. Code,
89698969 Sec. 280.)
89708970 Sec. 353.155. EXEMPT PROPERTY LIABLE FOR CERTAIN DEBTS.
89718971 The exempt property, other than the homestead or any allowance made
89728972 in lieu of the homestead:
89738973 (1) is liable for the payment of Class 1 claims; and
89748974 (2) is not liable for any estate debts other than the
89758975 claims described by Subdivision (1). (Tex. Prob. Code, Sec. 281.)
89768976 CHAPTER 354. SUMMARY PROCEEDINGS FOR, OR WITHDRAWAL FROM ADMINISTRATION OF, CERTAIN ESTATES
89778977 ADMINISTRATION OF, CERTAIN ESTATES
89788978 SUBCHAPTER A. SUMMARY PROCEEDINGS FOR CERTAIN SMALL ESTATES
89798979 Sec. 354.001. SUMMARY PROCEEDINGS FOR CERTAIN SMALL
89808980 ESTATES
89818981 [Sections 354.002-354.050 reserved for expansion]
89828982 SUBCHAPTER B. WITHDRAWAL FROM ADMINISTRATION OF CERTAIN ESTATES
89838983 Sec. 354.051. REQUIRED REPORT ON CONDITION OF ESTATE
89848984 Sec. 354.052. BOND REQUIRED TO WITHDRAW ESTATE FROM
89858985 ADMINISTRATION
89868986 Sec. 354.053. ORDER FOR DELIVERY OF ESTATE
89878987 Sec. 354.054. ORDER OF DISCHARGE
89888988 Sec. 354.055. LIEN ON PROPERTY OF ESTATE WITHDRAWN
89898989 FROM ADMINISTRATION
89908990 Sec. 354.056. PARTITION OF ESTATE WITHDRAWN FROM
89918991 ADMINISTRATION
89928992 Sec. 354.057. CREDITORS ENTITLED TO SUE ON BOND
89938993 Sec. 354.058. CREDITORS MAY SUE DISTRIBUTEES
89948994 CHAPTER 354. SUMMARY PROCEEDINGS FOR, OR WITHDRAWAL FROM
89958995 ADMINISTRATION OF, CERTAIN ESTATES
89968996 SUBCHAPTER A. SUMMARY PROCEEDINGS FOR CERTAIN SMALL ESTATES
89978997 Sec. 354.001. SUMMARY PROCEEDINGS FOR CERTAIN SMALL
89988998 ESTATES. (a) If, after a personal representative of an estate has
89998999 filed the inventory, appraisement, and list of claims as required
90009000 by Chapter 309, it is established that the decedent's estate,
90019001 excluding any homestead, exempt property, and family allowance to
90029002 the decedent's surviving spouse and minor children, does not exceed
90039003 the amount sufficient to pay the claims against the estate
90049004 classified as Classes 1 through 4 under Section 355.102, the
90059005 representative shall:
90069006 (1) on order of the court, pay those claims in the
90079007 order provided and to the extent permitted by the assets of the
90089008 estate subject to the payment of those claims; and
90099009 (2) after paying the claims in accordance with
90109010 Subdivision (1), present to the court the representative's account
90119011 with an application for the settlement and allowance of the
90129012 account.
90139013 (b) On presentation of the personal representative's
90149014 account and application under Subsection (a), the court, with or
90159015 without notice, may adjust, correct, settle, allow, or disallow the
90169016 account.
90179017 (c) If the court settles and allows the personal
90189018 representative's account under Subsection (b), the court may:
90199019 (1) decree final distribution;
90209020 (2) discharge the representative; and
90219021 (3) close the administration. (Tex. Prob. Code, Sec.
90229022 143.)
90239023 [Sections 354.002-354.050 reserved for expansion]
90249024 SUBCHAPTER B. WITHDRAWAL FROM ADMINISTRATION OF CERTAIN ESTATES
90259025 Sec. 354.051. REQUIRED REPORT ON CONDITION OF ESTATE. At
90269026 any time after the return of the inventory, appraisement, and list
90279027 of claims of an estate required by Chapter 309, anyone entitled to a
90289028 portion of the estate, by a written complaint filed in the court in
90299029 which the case is pending, may have the estate's executor or
90309030 administrator cited to appear and render under oath an exhibit of
90319031 the condition of the estate. (Tex. Prob. Code, Sec. 262.)
90329032 Sec. 354.052. BOND REQUIRED TO WITHDRAW ESTATE FROM
90339033 ADMINISTRATION. After the executor or administrator has rendered
90349034 the exhibit of the condition of the estate if required under Section
90359035 354.051, one or more persons entitled to the estate, or other
90369036 persons for them, may execute and deliver a bond to the court. The
90379037 bond must be:
90389038 (1) conditioned that the persons executing the bond
90399039 shall:
90409040 (A) pay all unpaid debts against the estate that
90419041 have been or are:
90429042 (i) allowed by the executor or
90439043 administrator and approved by the court; or
90449044 (ii) established by suit against the
90459045 estate; and
90469046 (B) pay to the executor or administrator any
90479047 balance that the court in its judgment on the exhibit finds to be
90489048 due the executor or administrator;
90499049 (2) payable to the judge and the judge's successors in
90509050 office in an amount equal to at least twice the gross appraised
90519051 value of the estate as shown by the inventory, appraisement, and
90529052 list of claims returned under Chapter 309; and
90539053 (3) approved by the court. (Tex. Prob. Code, Sec.
90549054 263.)
90559055 Sec. 354.053. ORDER FOR DELIVERY OF ESTATE. On the giving
90569056 and approval of the bond under Section 354.052, the court shall
90579057 enter an order requiring the executor or administrator to promptly
90589058 deliver to each person entitled to any portion of the estate that
90599059 portion to which the person is entitled. (Tex. Prob. Code, Sec.
90609060 264.)
90619061 Sec. 354.054. ORDER OF DISCHARGE. After an estate has been
90629062 withdrawn from administration under Section 354.053, the court
90639063 shall enter an order:
90649064 (1) discharging the executor or administrator; and
90659065 (2) declaring the administration closed. (Tex. Prob.
90669066 Code, Sec. 265.)
90679067 Sec. 354.055. LIEN ON PROPERTY OF ESTATE WITHDRAWN FROM
90689068 ADMINISTRATION. A lien exists on all of the estate withdrawn from
90699069 administration under Section 354.053 and in the possession of the
90709070 distributees and those claiming under the distributees with notice
90719071 of that lien, to secure the ultimate payment of:
90729072 (1) the bond under Section 354.052; and
90739073 (2) debts and claims secured by the bond. (Tex. Prob.
90749074 Code, Sec. 266.)
90759075 Sec. 354.056. PARTITION OF ESTATE WITHDRAWN FROM
90769076 ADMINISTRATION. On written application to the court, any person
90779077 entitled to any portion of an estate withdrawn from administration
90789078 under Section 354.053 may cause a partition and distribution of the
90799079 estate to be made among those persons entitled to the estate in
90809080 accordance with the provisions of this title that relate to the
90819081 partition and distribution of an estate. (Tex. Prob. Code, Sec.
90829082 267.)
90839083 Sec. 354.057. CREDITORS ENTITLED TO SUE ON BOND. A creditor
90849084 of an estate withdrawn from administration under Section 354.053
90859085 whose debt or claim against the estate is unpaid and not barred by
90869086 limitation is entitled to:
90879087 (1) commence a suit in the person's own name on the
90889088 bond under Section 354.052; and
90899089 (2) obtain a judgment on the bond for the debt or claim
90909090 the creditor establishes against the estate. (Tex. Prob. Code,
90919091 Sec. 268.)
90929092 Sec. 354.058. CREDITORS MAY SUE DISTRIBUTEES. (a) A
90939093 creditor of an estate withdrawn from administration under Section
90949094 354.053 whose debt or claim against the estate is unpaid and not
90959095 barred by limitation may sue:
90969096 (1) any distributee who has received any of the
90979097 estate; or
90989098 (2) all the distributees jointly.
90999099 (b) A distributee is not liable for more than the
91009100 distributee's just proportion according to the amount of the estate
91019101 the distributee received in the distribution. (Tex. Prob. Code,
91029102 Sec. 269.)
91039103 CHAPTER 355. PRESENTMENT AND PAYMENT OF CLAIMS
91049104 SUBCHAPTER A. PRESENTMENT OF CLAIMS AGAINST ESTATES IN GENERAL
91059105 Sec. 355.001. PRESENTMENT OF CLAIM TO PERSONAL
91069106 REPRESENTATIVE
91079107 Sec. 355.002. PRESENTMENT OF CLAIM TO CLERK
91089108 Sec. 355.003. INCLUSION OF ATTORNEY'S FEES IN CLAIM
91099109 Sec. 355.004. AFFIDAVIT AUTHENTICATING CLAIM FOR MONEY
91109110 IN GENERAL
91119111 Sec. 355.005. AFFIDAVIT AUTHENTICATING CLAIM OF
91129112 CORPORATION OR OTHER ENTITY
91139113 Sec. 355.006. LOST OR DESTROYED EVIDENCE CONCERNING
91149114 CLAIM
91159115 Sec. 355.007. WAIVER OF CERTAIN DEFECTS OF FORM OR
91169116 CLAIMS OF INSUFFICIENCY
91179117 Sec. 355.008. EFFECT ON STATUTES OF LIMITATION OF
91189118 PRESENTMENT OF OR SUIT ON CLAIM
91199119 [Sections 355.009-355.050 reserved for expansion]
91209120 SUBCHAPTER B. ACTION ON CLAIMS
91219121 Sec. 355.051. ALLOWANCE OR REJECTION OF CLAIM
91229122 Sec. 355.052. FAILURE TO TIMELY ALLOW OR REJECT CLAIM
91239123 Sec. 355.053. CLAIM ENTERED ON CLAIM DOCKET
91249124 Sec. 355.054. CONTEST OF CLAIM
91259125 Sec. 355.055. COURT'S ACTION ON CLAIM
91269126 Sec. 355.056. HEARING ON CERTAIN CLAIMS
91279127 Sec. 355.057. COURT ORDER REGARDING ACTION ON CLAIM
91289128 Sec. 355.058. APPEAL OF COURT'S ACTION ON CLAIM
91299129 Sec. 355.059. ALLOWANCE AND APPROVAL PROHIBITED
91309130 WITHOUT AFFIDAVIT
91319131 Sec. 355.060. UNSECURED CLAIMS BARRED UNDER CERTAIN
91329132 CIRCUMSTANCES
91339133 Sec. 355.061. ALLOWING BARRED CLAIM PROHIBITED: COURT
91349134 DISAPPROVAL
91359135 Sec. 355.062. CERTAIN ACTIONS ON CLAIMS WITH LOST OR
91369136 DESTROYED EVIDENCE VOID
91379137 Sec. 355.063. CLAIMS NOT ALLOWED AFTER ORDER FOR
91389138 PARTITION AND DISTRIBUTION
91399139 Sec. 355.064. SUIT ON REJECTED CLAIM
91409140 Sec. 355.065. PRESENTMENT OF CLAIM PREREQUISITE FOR
91419141 JUDGMENT
91429142 Sec. 355.066. JUDGMENT IN SUIT ON REJECTED CLAIM
91439143 [Sections 355.067-355.100 reserved for expansion]
91449144 SUBCHAPTER C. PAYMENT OF CLAIMS, ALLOWANCES, AND EXPENSES
91459145 Sec. 355.101. APPROVAL OR ESTABLISHMENT OF CLAIM
91469146 REQUIRED FOR PAYMENT
91479147 Sec. 355.102. CLAIMS CLASSIFICATION; PRIORITY OF
91489148 PAYMENT
91499149 Sec. 355.103. PRIORITY OF CERTAIN PAYMENTS
91509150 Sec. 355.104. PAYMENT OF PROCEEDS FROM SALE OF
91519151 PROPERTY SECURING DEBT
91529152 Sec. 355.105. CLAIMANT'S PETITION FOR ALLOWANCE AND
91539153 PAYMENT OF CLAIM
91549154 Sec. 355.106. ORDER FOR PAYMENT OF CLAIM OBTAINED BY
91559155 PERSONAL REPRESENTATIVE
91569156 Sec. 355.107. ORDER FOR PAYMENT OF CLAIM OBTAINED BY
91579157 CREDITOR
91589158 Sec. 355.108. PAYMENT WHEN ASSETS INSUFFICIENT TO PAY
91599159 CLAIMS OF SAME CLASS
91609160 Sec. 355.109. ABATEMENT OF BEQUESTS
91619161 Sec. 355.110. ALLOCATION OF FUNERAL EXPENSES
91629162 Sec. 355.111. PAYMENT OF COURT COSTS RELATING TO CLAIM
91639163 Sec. 355.112. JOINT OBLIGATION FOR PAYMENT OF CERTAIN
91649164 DEBTS
91659165 Sec. 355.113. LIABILITY FOR NONPAYMENT OF CLAIM
91669166 [Sections 355.114-355.150 reserved for expansion]
91679167 SUBCHAPTER D. PRESENTMENT AND PAYMENT OF SECURED CLAIMS FOR MONEY
91689168 Sec. 355.151. OPTION TO TREAT CLAIM AS MATURED SECURED
91699169 CLAIM OR PREFERRED DEBT AND LIEN
91709170 Sec. 355.152. PERIOD FOR SPECIFYING TREATMENT OF
91719171 SECURED CLAIM
91729172 Sec. 355.153. PAYMENT OF MATURED SECURED CLAIM
91739173 Sec. 355.154. PREFERRED DEBT AND LIEN
91749174 Sec. 355.155. PAYMENT OF MATURITIES ON PREFERRED DEBT
91759175 AND LIEN
91769176 Sec. 355.156. AFFIDAVIT REQUIRED FOR FORECLOSURE
91779177 Sec. 355.157. CITATION ON APPLICATION
91789178 Sec. 355.158. HEARING ON APPLICATION
91799179 Sec. 355.159. MANNER OF FORECLOSURE; MINIMUM PRICE
91809180 Sec. 355.160. UNSUCCESSFUL FORECLOSURE; SUBSEQUENT
91819181 APPLICATION
91829182 [Sections 355.161-355.200 reserved for expansion]
91839183 SUBCHAPTER E. CLAIMS INVOLVING PERSONAL REPRESENTATIVES
91849184 Sec. 355.201. CLAIM BY PERSONAL REPRESENTATIVE
91859185 Sec. 355.202. CLAIMS AGAINST PERSONAL REPRESENTATIVES
91869186 Sec. 355.203. PURCHASE OF CLAIM BY PERSONAL
91879187 REPRESENTATIVE PROHIBITED
91889188 CHAPTER 355. PRESENTMENT AND PAYMENT OF CLAIMS
91899189 SUBCHAPTER A. PRESENTMENT OF CLAIMS AGAINST ESTATES IN GENERAL
91909190 Sec. 355.001. PRESENTMENT OF CLAIM TO PERSONAL
91919191 REPRESENTATIVE. A claim may be presented to a personal
91929192 representative of an estate at any time before the estate is closed
91939193 if suit on the claim has not been barred by the general statutes of
91949194 limitation. (Tex. Prob. Code, Sec. 298(a) (part).)
91959195 Sec. 355.002. PRESENTMENT OF CLAIM TO CLERK. (a) A claim
91969196 may also be presented by depositing the claim with the clerk with
91979197 vouchers and the necessary exhibits and affidavit attached to the
91989198 claim. On receiving a claim deposited under this subsection, the
91999199 clerk shall advise the personal representative or the
92009200 representative's attorney of the deposit of the claim by a letter
92019201 mailed to the representative's last known address.
92029202 (b) A claim deposited under Subsection (a) is presumed to be
92039203 rejected if the personal representative fails to act on the claim on
92049204 or before the 30th day after the date the claim is deposited.
92059205 (c) Failure of the clerk to give the notice required under
92069206 Subsection (a) does not affect the validity of the presentment or
92079207 the presumption of rejection because the personal representative
92089208 does not act on the claim within the 30-day period prescribed by
92099209 Subsection (b).
92109210 (d) The clerk shall enter a claim deposited under Subsection
92119211 (a) on the claim docket. (Tex. Prob. Code, Sec. 308.)
92129212 Sec. 355.003. INCLUSION OF ATTORNEY'S FEES IN CLAIM. If the
92139213 instrument evidencing or supporting a claim provides for attorney's
92149214 fees, the claimant may include as a part of the claim the portion of
92159215 attorney's fees the claimant has paid or contracted to pay to an
92169216 attorney to prepare, present, and collect the claim. (Tex. Prob.
92179217 Code, Sec. 307.)
92189218 Sec. 355.004. AFFIDAVIT AUTHENTICATING CLAIM FOR MONEY IN
92199219 GENERAL. (a) Except as provided by Section 355.005, a claim for
92209220 money against an estate must be supported by an affidavit that
92219221 states:
92229222 (1) that the claim is just;
92239223 (2) that all legal offsets, payments, and credits
92249224 known to the affiant have been allowed; and
92259225 (3) if the claim is not founded on a written instrument
92269226 or account, the facts on which the claim is founded.
92279227 (b) A photostatic copy of an exhibit or voucher necessary to
92289228 prove a claim may be offered with and attached to the claim instead
92299229 of attaching the original. (Tex. Prob. Code, Sec. 301 (part).)
92309230 Sec. 355.005. AFFIDAVIT AUTHENTICATING CLAIM OF
92319231 CORPORATION OR OTHER ENTITY. (a) An authorized officer or
92329232 representative of a corporation or other entity shall make the
92339233 affidavit required to authenticate a claim of the corporation or
92349234 entity.
92359235 (b) In an affidavit made by an officer of a corporation, or
92369236 by an executor, administrator, trustee, assignee, agent,
92379237 representative, or attorney, it is sufficient to state that the
92389238 affiant has made diligent inquiry and examination and believes the
92399239 claim is just and that all legal offsets, payments, and credits made
92409240 known to the affiant have been allowed. (Tex. Prob. Code, Sec.
92419241 304.)
92429242 Sec. 355.006. LOST OR DESTROYED EVIDENCE CONCERNING CLAIM.
92439243 If evidence of a claim is lost or destroyed, the claimant or an
92449244 authorized representative or agent of the claimant may make an
92459245 affidavit to the fact of the loss or destruction. The affidavit must
92469246 state:
92479247 (1) the amount, date, and nature of the claim;
92489248 (2) the due date of the claim;
92499249 (3) that the claim is just;
92509250 (4) that all legal offsets, payments, and credits
92519251 known to the affiant have been allowed; and
92529252 (5) that the claimant is still the owner of the claim.
92539253 (Tex. Prob. Code, Sec. 303 (part).)
92549254 Sec. 355.007. WAIVER OF CERTAIN DEFECTS OF FORM OR CLAIMS OF
92559255 INSUFFICIENCY. A defect of form or a claim of insufficiency of a
92569256 presented exhibit or voucher is considered waived by the personal
92579257 representative unless a written objection to the defect or
92589258 insufficiency is made not later than the 30th day after the date the
92599259 claim is presented and is filed with the county clerk. (Tex. Prob.
92609260 Code, Sec. 302.)
92619261 Sec. 355.008. EFFECT ON STATUTES OF LIMITATION OF
92629262 PRESENTMENT OF OR SUIT ON CLAIM. The general statutes of limitation
92639263 are tolled on the date:
92649264 (1) a claim for money is filed or deposited with the
92659265 clerk; or
92669266 (2) suit is brought against the personal
92679267 representative of an estate with respect to a claim of the estate
92689268 that is not required to be presented to the representative. (Tex.
92699269 Prob. Code, Sec. 299.)
92709270 [Sections 355.009-355.050 reserved for expansion]
92719271 SUBCHAPTER B. ACTION ON CLAIMS
92729272 Sec. 355.051. ALLOWANCE OR REJECTION OF CLAIM. A personal
92739273 representative of an estate shall, not later than the 30th day after
92749274 the date an authenticated claim against the estate is presented to
92759275 the representative, or deposited with the clerk as provided under
92769276 Section 355.002, endorse on the claim, attach to the claim, or file
92779277 with the clerk a memorandum signed by the representative stating:
92789278 (1) the date the claim was presented or deposited; and
92799279 (2) whether the representative allows or rejects the
92809280 claim, or if the representative allows or rejects a part of the
92819281 claim, the portion the representative allows or rejects. (Tex.
92829282 Prob. Code, Sec. 309.)
92839283 Sec. 355.052. FAILURE TO TIMELY ALLOW OR REJECT CLAIM. The
92849284 failure of a personal representative to timely allow or reject a
92859285 claim under Section 355.051 constitutes a rejection of the claim.
92869286 If the claim is established by suit after that rejection:
92879287 (1) the costs shall be taxed against the
92889288 representative, individually; or
92899289 (2) the representative may be removed on the written
92909290 complaint of any person interested in the claim after personal
92919291 service of citation, hearing, and proof, as in other cases of
92929292 removal. (Tex. Prob. Code, Sec. 310.)
92939293 Sec. 355.053. CLAIM ENTERED ON CLAIM DOCKET. After a claim
92949294 against an estate has been presented to the personal representative
92959295 and allowed or rejected, wholly or partly, by the representative,
92969296 the claim must be filed with the county clerk of the proper county.
92979297 The clerk shall enter the claim on the claim docket. (Tex. Prob.
92989298 Code, Sec. 311.)
92999299 Sec. 355.054. CONTEST OF CLAIM. (a) A person interested in
93009300 an estate may, at any time before the court has acted on a claim,
93019301 appear and object in writing to the approval of the claim or any
93029302 part of the claim.
93039303 (b) If a person objects under Subsection (a):
93049304 (1) the parties are entitled to process for witnesses;
93059305 and
93069306 (2) the court shall hear evidence and render judgment
93079307 as in ordinary suits. (Tex. Prob. Code, Sec. 312(a).)
93089308 Sec. 355.055. COURT'S ACTION ON CLAIM. The court shall:
93099309 (1) act on each claim that has been allowed and entered
93109310 on the claim docket for a period of 10 days either approving the
93119311 claim wholly or partly or disapproving the claim; and
93129312 (2) concurrently classify the claim. (Tex. Prob.
93139313 Code, Sec. 312(b).)
93149314 Sec. 355.056. HEARING ON CERTAIN CLAIMS. (a) If a claim is
93159315 properly authenticated and allowed but the court is not satisfied
93169316 that the claim is just, the court shall:
93179317 (1) examine the claimant and the personal
93189318 representative under oath; and
93199319 (2) hear other evidence necessary to determine the
93209320 issue.
93219321 (b) If after conducting the examination and hearing the
93229322 evidence under Subsection (a) the court is not convinced that the
93239323 claim is just, the court shall disapprove the claim. (Tex. Prob.
93249324 Code, Sec. 312(c).)
93259325 Sec. 355.057. COURT ORDER REGARDING ACTION ON CLAIM. (a)
93269326 The court acting on a claim shall state the exact action taken on
93279327 the claim, whether the claim is approved or disapproved, or
93289328 approved in part and disapproved in part, and the classification of
93299329 the claim by endorsing on or attaching to the claim a written
93309330 memorandum that is dated and officially signed.
93319331 (b) An order under Subsection (a) has the effect of a final
93329332 judgment. (Tex. Prob. Code, Sec. 312(d).)
93339333 Sec. 355.058. APPEAL OF COURT'S ACTION ON CLAIM. A claimant
93349334 or any person interested in an estate who is dissatisfied with the
93359335 court's action on a claim may appeal the action to the court of
93369336 appeals in the manner other judgments of the county court in probate
93379337 matters are appealed. (Tex. Prob. Code, Sec. 312(e).)
93389338 Sec. 355.059. ALLOWANCE AND APPROVAL PROHIBITED WITHOUT
93399339 AFFIDAVIT. A personal representative of an estate may not allow,
93409340 and the court may not approve, a claim for money against the estate
93419341 unless the claim is supported by an affidavit that meets the
93429342 applicable requirements of Sections 355.004(a) and 355.005. (Tex.
93439343 Prob. Code, Sec. 301 (part).)
93449344 Sec. 355.060. UNSECURED CLAIMS BARRED UNDER CERTAIN
93459345 CIRCUMSTANCES. If a personal representative gives a notice
93469346 permitted by Section 308.054 to an unsecured creditor for money and
93479347 the creditor's claim is not presented within four months after the
93489348 date of receipt of the notice, the claim is barred. (Tex. Prob.
93499349 Code, Sec. 298(a) (part).)
93509350 Sec. 355.061. ALLOWING BARRED CLAIM PROHIBITED: COURT
93519351 DISAPPROVAL. (a) A personal representative may not allow a claim
93529352 for money against a decedent or the decedent's estate if a suit on
93539353 the claim is barred:
93549354 (1) under Section 355.060, 355.064, or 355.201(b); or
93559355 (2) by an applicable general statute of limitation.
93569356 (b) A claim for money that is allowed by the personal
93579357 representative shall be disapproved if the court is satisfied that
93589358 the claim is barred, including because the limitation has run.
93599359 (Tex. Prob. Code, Sec. 298(b).)
93609360 Sec. 355.062. CERTAIN ACTIONS ON CLAIMS WITH LOST OR
93619361 DESTROYED EVIDENCE VOID. (a) Before a claim the evidence for which
93629362 is lost or destroyed is approved, the claim must be proved by
93639363 disinterested testimony taken in open court or by oral or written
93649364 deposition.
93659365 (b) The allowance or approval of a claim the evidence for
93669366 which is lost or destroyed is void if the claim is:
93679367 (1) allowed or approved without the affidavit under
93689368 Section 355.006; or
93699369 (2) approved without satisfactory proof. (Tex. Prob.
93709370 Code, Sec. 303 (part).)
93719371 Sec. 355.063. CLAIMS NOT ALLOWED AFTER ORDER FOR PARTITION
93729372 AND DISTRIBUTION. After an order for final partition and
93739373 distribution of an estate has been made:
93749374 (1) a claim for money against the estate may not be
93759375 allowed by a personal representative;
93769376 (2) a suit may not be commenced against the
93779377 representative on a claim for money against the estate; and
93789378 (3) the owner of any claim that is not barred by the
93799379 laws of limitation has a right of action on the claim against the
93809380 heirs, devisees, or creditors of the estate, limited to the value of
93819381 the property received by those heirs, devisees, or creditors in
93829382 distributions from the estate. (Tex. Prob. Code, Sec. 318.)
93839383 Sec. 355.064. SUIT ON REJECTED CLAIM. (a) A claim or part
93849384 of a claim that has been rejected by the personal representative is
93859385 barred unless not later than the 90th day after the date of
93869386 rejection the claimant commences suit on the claim in the court of
93879387 original probate jurisdiction in which the estate is pending.
93889388 (b) In a suit commenced on the rejected claim, the
93899389 memorandum endorsed on or attached to the claim, or any other
93909390 memorandum of rejection filed with respect to the claim, is taken to
93919391 be true without further proof unless denied under oath. (Tex. Prob.
93929392 Code, Sec. 313 (part).)
93939393 Sec. 355.065. PRESENTMENT OF CLAIM PREREQUISITE FOR
93949394 JUDGMENT. A judgment may not be rendered in favor of a claimant on a
93959395 claim for money that has not been:
93969396 (1) legally presented to the personal representative
93979397 of an estate; and
93989398 (2) wholly or partly rejected by the representative or
93999399 disapproved by the court. (Tex. Prob. Code, Sec. 314.)
94009400 Sec. 355.066. JUDGMENT IN SUIT ON REJECTED CLAIM. No
94019401 execution may issue on a rejected claim or part of a claim that is
94029402 established by suit. The judgment in the suit shall be:
94039403 (1) filed in the court in which the estate is pending;
94049404 (2) entered on the claim docket;
94059405 (3) classified by the court; and
94069406 (4) handled as if originally allowed and approved in
94079407 due course of administration. (Tex. Prob. Code, Sec. 313 (part).)
94089408 [Sections 355.067-355.100 reserved for expansion]
94099409 SUBCHAPTER C. PAYMENT OF CLAIMS, ALLOWANCES, AND EXPENSES
94109410 Sec. 355.101. APPROVAL OR ESTABLISHMENT OF CLAIM REQUIRED
94119411 FOR PAYMENT. A claim or any part of a claim for money against an
94129412 estate may not be paid until the claim or part of the claim has been
94139413 approved by the court or established by the judgment of a court of
94149414 competent jurisdiction. (Tex. Prob. Code, Sec. 319.)
94159415 Sec. 355.102. CLAIMS CLASSIFICATION; PRIORITY OF PAYMENT.
94169416 (a) Claims against an estate shall be classified and have priority
94179417 of payment as provided by this section.
94189418 (b) Class 1 claims are composed of funeral expenses and
94199419 expenses of the decedent's last illness for a reasonable amount
94209420 approved by the court, not to exceed a total of $15,000. Any excess
94219421 shall be classified and paid as other unsecured claims.
94229422 (c) Class 2 claims are composed of expenses of
94239423 administration, expenses incurred in preserving, safekeeping, and
94249424 managing the estate, including fees and expenses awarded under
94259425 Section 352.052, and unpaid expenses of administration awarded in a
94269426 guardianship of the decedent.
94279427 (d) Class 3 claims are composed of each secured claim for
94289428 money under Section 355.151(a)(1), including a tax lien, to the
94299429 extent the claim can be paid out of the proceeds of the property
94309430 subject to the mortgage or other lien. If more than one mortgage,
94319431 lien, or security interest exists on the same property, the claims
94329432 shall be paid in order of priority of the mortgage, lien, or
94339433 security interest securing the debt.
94349434 (e) Class 4 claims are composed of claims for the principal
94359435 amount of and accrued interest on delinquent child support and
94369436 child support arrearages that have been confirmed and reduced to
94379437 money judgment, as determined under Subchapter F, Chapter 157,
94389438 Family Code, and claims for unpaid child support obligations under
94399439 Section 154.015, Family Code.
94409440 (f) Class 5 claims are composed of claims for taxes,
94419441 penalties, and interest due under Title 2, Tax Code, Chapter 2153,
94429442 Occupations Code, Section 81.111, Natural Resources Code, the
94439443 Municipal Sales and Use Tax Act (Chapter 321, Tax Code), Section
94449444 451.404, Transportation Code, or Subchapter I, Chapter 452,
94459445 Transportation Code.
94469446 (g) Class 6 claims are composed of claims for the cost of
94479447 confinement established by the institutional division of the Texas
94489448 Department of Criminal Justice under Section 501.017, Government
94499449 Code.
94509450 (h) Class 7 claims are composed of claims for repayment of
94519451 medical assistance payments made by the state under Chapter 32,
94529452 Human Resources Code, to or for the benefit of the decedent.
94539453 (i) Class 8 claims are composed of any other claims not
94549454 described by Subsections (b)-(h). (Tex. Prob. Code, Sec. 322.)
94559455 Sec. 355.103. PRIORITY OF CERTAIN PAYMENTS. When a
94569456 personal representative has estate funds in the representative's
94579457 possession, the representative shall pay in the following order:
94589458 (1) funeral expenses and expenses of the decedent's
94599459 last illness, in an amount not to exceed $15,000;
94609460 (2) allowances made to the decedent's surviving spouse
94619461 and children, or to either the surviving spouse or children;
94629462 (3) expenses of administration and expenses incurred
94639463 in preserving, safekeeping, and managing the estate; and
94649464 (4) other claims against the estate in the order of the
94659465 claims' classifications. (Tex. Prob. Code, Sec. 320(a).)
94669466 Sec. 355.104. PAYMENT OF PROCEEDS FROM SALE OF PROPERTY
94679467 SECURING DEBT. (a) If a personal representative has the proceeds
94689468 of a sale made to satisfy a mortgage, lien, or security interest,
94699469 and the proceeds or any part of the proceeds are not required for
94709470 the payment of any debts against the estate that have a preference
94719471 over the mortgage, lien, or security interest, the representative
94729472 shall pay the proceeds to any holder of a mortgage, lien, or
94739473 security interest. If there is more than one mortgage, lien, or
94749474 security interest against the property, the representative shall
94759475 pay the proceeds to the holders of the mortgages, liens, or security
94769476 interests in the order of priority of the holders' mortgages,
94779477 liens, or security interests.
94789478 (b) A holder of a mortgage, lien, or security interest, on
94799479 proof of a personal representative's failure to pay proceeds under
94809480 this section, may obtain an order from the court directing the
94819481 payment to be made. (Tex. Prob. Code, Sec. 320(b).)
94829482 Sec. 355.105. CLAIMANT'S PETITION FOR ALLOWANCE AND PAYMENT
94839483 OF CLAIM. A claimant whose claim has not been paid may:
94849484 (1) petition the court for determination of the claim
94859485 at any time before the claim is barred by an applicable statute of
94869486 limitations; and
94879487 (2) procure on due proof an order for the claim's
94889488 allowance and payment from the estate. (Tex. Prob. Code, Sec.
94899489 320(c).)
94909490 Sec. 355.106. ORDER FOR PAYMENT OF CLAIM OBTAINED BY
94919491 PERSONAL REPRESENTATIVE. After the sixth month after the date
94929492 letters testamentary or of administration are granted, the court
94939493 may order a personal representative to pay any claim that is allowed
94949494 and approved on application by the representative stating that the
94959495 representative has no actual knowledge of any outstanding
94969496 enforceable claim against the estate other than the claims already
94979497 approved and classified by the court. (Tex. Prob. Code, Sec.
94989498 320(d).)
94999499 Sec. 355.107. ORDER FOR PAYMENT OF CLAIM OBTAINED BY
95009500 CREDITOR. (a) At any time after the first anniversary of the date
95019501 letters testamentary are granted for an estate, a creditor of the
95029502 estate whose claim or part of a claim has been approved by the court
95039503 or established by suit may obtain an order directing that payment of
95049504 the claim or part of the claim be made on written application and
95059505 proof, except as provided by Subsection (b), showing that the
95069506 estate has sufficient available funds.
95079507 (b) If the estate does not have available funds to pay a
95089508 claim or part of a claim described by Subsection (a) and waiting for
95099509 the estate to receive funds from other sources would unreasonably
95109510 delay the payment, the court shall order the sale of estate property
95119511 sufficient to make the payment.
95129512 (c) The personal representative of the estate must first be
95139513 cited on a written application under Subsection (a) to appear and
95149514 show cause why the order should not be made. (Tex. Prob. Code, Sec.
95159515 326.)
95169516 Sec. 355.108. PAYMENT WHEN ASSETS INSUFFICIENT TO PAY
95179517 CLAIMS OF SAME CLASS. (a) If there are insufficient assets to pay
95189518 all claims of the same class, other than secured claims for money,
95199519 the claims in that class shall be paid pro rata, as directed by the
95209520 court, and in the order directed.
95219521 (b) A personal representative may not be allowed to pay a
95229522 claim under Subsection (a) other than with the pro rata amount of
95239523 the estate funds that have come into the representative's
95249524 possession, regardless of whether the estate is solvent or
95259525 insolvent. (Tex. Prob. Code, Sec. 321.)
95269526 Sec. 355.109. ABATEMENT OF BEQUESTS. (a) Except as
95279527 provided by Subsections (b), (c), and (d), a decedent's property is
95289528 liable for debts and expenses of administration other than estate
95299529 taxes, and bequests abate in the following order:
95309530 (1) property not disposed of by will, but passing by
95319531 intestacy;
95329532 (2) personal property of the residuary estate;
95339533 (3) real property of the residuary estate;
95349534 (4) general bequests of personal property;
95359535 (5) general devises of real property;
95369536 (6) specific bequests of personal property; and
95379537 (7) specific devises of real property.
95389538 (b) This section does not affect the requirements for
95399539 payment of a claim of a secured creditor who elects to have the
95409540 claim continued as a preferred debt and lien against specific
95419541 property under Subchapter D.
95429542 (c) A decedent's intent expressed in a will controls over
95439543 the abatement of bequests provided by this section.
95449544 (d) This section does not apply to the payment of estate
95459545 taxes under Subchapter A, Chapter 124. (Tex. Prob. Code, Sec.
95469546 322B.)
95479547 Sec. 355.110. ALLOCATION OF FUNERAL EXPENSES. A personal
95489548 representative paying a claim for funeral expenses and for items
95499549 incident to the funeral, such as a tombstone, grave marker, crypt,
95509550 or burial plot:
95519551 (1) shall charge all of the claim to the decedent's
95529552 estate; and
95539553 (2) may not charge any part of the claim to the
95549554 community share of a surviving spouse. (Tex. Prob. Code, Sec.
95559555 320A.)
95569556 Sec. 355.111. PAYMENT OF COURT COSTS RELATING TO CLAIM. All
95579557 costs incurred in the probate court with respect to a claim shall be
95589558 taxed as follows:
95599559 (1) if the claim is allowed and approved, the estate
95609560 shall pay the costs;
95619561 (2) if the claim is allowed but disapproved, the
95629562 claimant shall pay the costs;
95639563 (3) if the claim is rejected but established by suit,
95649564 the estate shall pay the costs;
95659565 (4) if the claim is rejected and not established by
95669566 suit, the claimant shall pay the costs, except as provided by
95679567 Section 355.052; and
95689568 (5) if the claim is rejected in part and the claimant
95699569 fails, in a suit to establish the claim, to recover a judgment for a
95709570 greater amount than was allowed or approved for the claim, the
95719571 claimant shall pay all costs in the suit. (Tex. Prob. Code, Sec.
95729572 315.)
95739573 Sec. 355.112. JOINT OBLIGATION FOR PAYMENT OF CERTAIN
95749574 DEBTS. On the death of a person jointly bound with one or more other
95759575 persons for the payment of a debt or for any other purpose, the
95769576 decedent's estate shall be charged by virtue of the obligation in
95779577 the same manner as if the obligors had been bound severally as well
95789578 as jointly. (Tex. Prob. Code, Sec. 323.)
95799579 Sec. 355.113. LIABILITY FOR NONPAYMENT OF CLAIM. (a) A
95809580 person or claimant, except the state treasury, entitled to payment
95819581 from an estate of money the court orders to be paid is authorized to
95829582 have execution issued against the estate property for the amount
95839583 due, with interest and costs, if:
95849584 (1) the personal representative fails to pay the money
95859585 on demand;
95869586 (2) estate funds are available to make the payment;
95879587 and
95889588 (3) the person or claimant makes an affidavit of the
95899589 demand for payment and the representative's failure to pay.
95909590 (b) The court may cite the personal representative and the
95919591 sureties on the representative's bond to show cause why the
95929592 representative and sureties should not be held liable under
95939593 Subsection (a) for the debt, interest, costs, and damages:
95949594 (1) on return of the execution not satisfied; or
95959595 (2) on the affidavit of demand and failure to pay under
95969596 Subsection (a).
95979597 (c) On the return of citation served under Subsection (b),
95989598 the court shall render judgment against the cited personal
95999599 representative and sureties, in favor of the claim holder, if good
96009600 cause why the representative and sureties should not be held liable
96019601 is not shown. The judgment must be for:
96029602 (1) the amount previously ordered to be paid or
96039603 established by suit that remains unpaid, together with interest and
96049604 costs; and
96059605 (2) damages on the amount neglected to be paid at the
96069606 rate of five percent per month for each month, or fraction of a
96079607 month, that the payment was neglected to be paid after demand was
96089608 made.
96099609 (d) Damages ordered under Subsection (c)(2) may be
96109610 collected in any court of competent jurisdiction. (Tex. Prob.
96119611 Code, Sec. 328.)
96129612 [Sections 355.114-355.150 reserved for expansion]
96139613 SUBCHAPTER D. PRESENTMENT AND PAYMENT OF SECURED CLAIMS FOR MONEY
96149614 Sec. 355.151. OPTION TO TREAT CLAIM AS MATURED SECURED
96159615 CLAIM OR PREFERRED DEBT AND LIEN. (a) If a secured claim for money
96169616 against an estate is presented, the claimant shall specify in the
96179617 claim, in addition to all other matters required to be specified in
96189618 the claim, whether the claimant desires to have the claim:
96199619 (1) allowed and approved as a matured secured claim to
96209620 be paid in due course of administration, in which case the claim
96219621 shall be paid in that manner if allowed and approved; or
96229622 (2) allowed, approved, and fixed as a preferred debt
96239623 and lien against the specific property securing the indebtedness
96249624 and paid according to the terms of the contract that secured the
96259625 lien, in which case the claim shall be so allowed and approved if it
96269626 is a valid lien.
96279627 (b) Notwithstanding Subsection (a)(2), the personal
96289628 representative may pay a claim that the claimant desired to have
96299629 allowed, approved, and fixed as a preferred debt and lien as
96309630 described by Subsection (a)(2) before maturity if that payment is
96319631 in the best interest of the estate. (Tex. Prob. Code, Sec. 306(a).)
96329632 Sec. 355.152. PERIOD FOR SPECIFYING TREATMENT OF SECURED
96339633 CLAIM. (a) A secured creditor may present the creditor's claim for
96349634 money and shall specify within the later of six months after the
96359635 date letters testamentary or of administration are granted, or four
96369636 months after the date notice required to be given under Section
96379637 308.053 is received, whether the claim is to be allowed and approved
96389638 under Section 355.151(a)(1) or (2).
96399639 (b) A secured claim for money that is not presented within
96409640 the period prescribed by Subsection (a) or that is presented
96419641 without specifying how the claim is to be paid under Section 355.151
96429642 shall be treated as a claim to be paid in accordance with Section
96439643 355.151(a)(2). (Tex. Prob. Code, Sec. 306(b).)
96449644 Sec. 355.153. PAYMENT OF MATURED SECURED CLAIM. (a) A
96459645 claim allowed and approved as a matured secured claim under Section
96469646 355.151(a)(1) shall be paid in due course of administration, and
96479647 the secured creditor is not entitled to exercise any other remedy in
96489648 a manner that prevents the preferential payment of claims and
96499649 allowances described by Sections 355.103(1), (2), and (3).
96509650 (b) If a claim is allowed and approved as a matured secured
96519651 claim under Section 355.151(a)(1) for a debt that would otherwise
96529652 pass with the property securing the debt to one or more devisees in
96539653 accordance with Section 255.301, the personal representative
96549654 shall:
96559655 (1) collect from the devisees the amount of the debt;
96569656 and
96579657 (2) pay that amount to the claimant in satisfaction of
96589658 the claim.
96599659 (c) Each devisee's share of the debt under Subsection (b) is
96609660 an amount equal to a fraction representing the devisee's ownership
96619661 interest in the property securing the debt, multiplied by the
96629662 amount of the debt.
96639663 (d) If the personal representative is unable to collect from
96649664 the devisees an amount sufficient to pay the debt under Subsection
96659665 (b), the representative shall, subject to Chapter 356, sell the
96669666 property securing the debt. The representative shall:
96679667 (1) use the sale proceeds to pay the debt and any
96689668 expenses associated with the sale; and
96699669 (2) distribute the remaining sale proceeds to each
96709670 devisee in an amount equal to a fraction representing the devisee's
96719671 ownership interest in the property, multiplied by the amount of the
96729672 remaining sale proceeds.
96739673 (e) If the sale proceeds under Subsection (d) are
96749674 insufficient to pay the debt and any expenses associated with the
96759675 sale, the difference between the sale proceeds and the sum of the
96769676 amount of the debt and the expenses associated with the sale shall
96779677 be paid in the manner prescribed by Subsection (a). (Tex. Prob.
96789678 Code, Secs. 306(c), (c-1).)
96799679 Sec. 355.154. PREFERRED DEBT AND LIEN. When a claim for a
96809680 debt is allowed and approved under Section 355.151(a)(2):
96819681 (1) a further claim for the debt may not be made
96829682 against other estate assets;
96839683 (2) the debt thereafter remains a preferred lien
96849684 against the property securing the debt; and
96859685 (3) the property remains security for the debt in any
96869686 distribution or sale of the property before final maturity and
96879687 payment of the debt. (Tex. Prob. Code, Sec. 306(d).)
96889688 Sec. 355.155. PAYMENT OF MATURITIES ON PREFERRED DEBT AND
96899689 LIEN. (a) If property securing a debt for which a claim is allowed,
96909690 approved, and fixed under Section 355.151(a)(2) is not sold or
96919691 distributed within six months from the date letters testamentary or
96929692 of administration are granted, the personal representative of the
96939693 estate shall:
96949694 (1) promptly pay all maturities that have accrued on
96959695 the debt according to the terms of the debt; and
96969696 (2) perform all the terms of any contract securing the
96979697 debt.
96989698 (b) If the personal representative defaults in payment or
96999699 performance under Subsection (a), on application of the claim
97009700 holder, the court shall:
97019701 (1) require the sale of the property subject to the
97029702 unmatured part of the debt and apply the proceeds of the sale to the
97039703 liquidation of the maturities;
97049704 (2) require the sale of the property free of the lien
97059705 and apply the proceeds to the payment of the whole debt; or
97069706 (3) authorize foreclosure by the claim holder as
97079707 provided by this subchapter. (Tex. Prob. Code, Sec. 306(e).)
97089708 Sec. 355.156. AFFIDAVIT REQUIRED FOR FORECLOSURE. An
97099709 application by a claim holder under Section 355.155(b)(3) to
97109710 foreclose the claim holder's mortgage, lien, or security interest
97119711 on property securing a claim allowed, approved, and fixed under
97129712 Section 355.151(a)(2) must be supported by the claim holder's
97139713 affidavit that:
97149714 (1) describes the property or part of the property to
97159715 be sold by foreclosure;
97169716 (2) describes the amounts of the claim holder's
97179717 outstanding debt;
97189718 (3) describes the maturities that have accrued on the
97199719 debt according to the terms of the debt;
97209720 (4) describes any other debts secured by a mortgage,
97219721 lien, or security interest against the property that are known by
97229722 the claim holder;
97239723 (5) contains a statement that the claim holder has no
97249724 knowledge of the existence of any debt secured by the property other
97259725 than those described by the application; and
97269726 (6) requests permission for the claim holder to
97279727 foreclose the claim holder's mortgage, lien, or security interest.
97289728 (Tex. Prob. Code, Sec. 306(f).)
97299729 Sec. 355.157. CITATION ON APPLICATION. (a) The clerk shall
97309730 issue citation on the filing of an application by:
97319731 (1) personal service to:
97329732 (A) the personal representative; and
97339733 (B) any person described by the application as
97349734 having other debts secured by a mortgage, lien, or security
97359735 interest against the property; and
97369736 (2) posting to any other person interested in the
97379737 estate.
97389738 (b) A citation issued under Subsection (a) must require the
97399739 person cited to appear and show cause why foreclosure should or
97409740 should not be permitted. (Tex. Prob. Code, Sec. 306(g).)
97419741 Sec. 355.158. HEARING ON APPLICATION. (a) The clerk shall
97429742 immediately notify the judge when an application is filed. The
97439743 judge shall schedule in writing a date for a hearing on the
97449744 application.
97459745 (b) The judge may, by entry on the docket or otherwise,
97469746 continue a hearing on an application for a reasonable time to allow
97479747 an interested person to obtain an appraisal or other evidence
97489748 concerning the fair market value of the property that is the subject
97499749 of the application. If the interested person requests an
97509750 unreasonable time for a continuance, the interested person must
97519751 show good cause for the continuance.
97529752 (c) If the court finds at the hearing that there is a default
97539753 in payment of maturities that have accrued on a debt described by
97549754 Section 355.155(a) or performance under the contract securing the
97559755 debt, the court shall:
97569756 (1) require the sale of the property subject to the
97579757 unmatured part of the debt and apply the proceeds of the sale to the
97589758 liquidation of the maturities;
97599759 (2) require the sale of the property free of the lien
97609760 and apply the proceeds to the payment of the whole debt; or
97619761 (3) authorize foreclosure by the claim holder as
97629762 provided by Section 355.156.
97639763 (d) A person interested in the estate may appeal an order
97649764 issued under Subsection (c)(3). (Tex. Prob. Code, Secs. 306(h),
97659765 (i)(1), (j).)
97669766 Sec. 355.159. MANNER OF FORECLOSURE; MINIMUM PRICE. (a)
97679767 When the court grants a claim holder the right of foreclosure at a
97689768 hearing under Section 355.158, the court shall authorize the claim
97699769 holder to foreclose the claim holder's mortgage, lien, or security
97709770 interest:
97719771 (1) in accordance with the provisions of the document
97729772 creating the mortgage, lien, or security interest; or
97739773 (2) in any other manner allowed by law.
97749774 (b) Based on the evidence presented at the hearing, the
97759775 court may set a minimum price for the property to be sold by
97769776 foreclosure that does not exceed the fair market value of the
97779777 property. If the court sets a minimum price, the property may not
97789778 be sold at the foreclosure sale for a lower price. (Tex. Prob.
97799779 Code, Sec. 306(i)(2).)
97809780 Sec. 355.160. UNSUCCESSFUL FORECLOSURE; SUBSEQUENT
97819781 APPLICATION. If property that is the subject of a foreclosure sale
97829782 authorized and conducted under this subchapter is not sold because
97839783 no bid at the sale met the minimum price set by the court, the claim
97849784 holder may file a subsequent application for foreclosure under
97859785 Section 355.155(b)(3). The court may eliminate or modify the
97869786 minimum price requirement and grant permission for another
97879787 foreclosure sale. (Tex. Prob. Code, Sec. 306(k).)
97889788 [Sections 355.161-355.200 reserved for expansion]
97899789 SUBCHAPTER E. CLAIMS INVOLVING PERSONAL REPRESENTATIVES
97909790 Sec. 355.201. CLAIM BY PERSONAL REPRESENTATIVE. (a) The
97919791 provisions of this chapter regarding the presentment of claims
97929792 against a decedent's estate may not be construed to apply to any
97939793 claim of a personal representative against the decedent.
97949794 (b) A personal representative holding a claim against the
97959795 decedent shall file the claim in the court granting the letters
97969796 testamentary or of administration, verified by affidavit as
97979797 required in other cases, within six months after the date the
97989798 representative qualifies, or the claim is barred.
97999799 (c) A claim by a personal representative that has been filed
98009800 with the court within the required period shall be entered on the
98019801 claim docket and acted on by the court in the same manner as in other
98029802 cases.
98039803 (d) A personal representative may appeal a judgment of the
98049804 court acting on a claim under this section as in other cases.
98059805 (e) The previous provisions regarding the presentment of
98069806 claims may not be construed to apply to a claim:
98079807 (1) of any heir or devisee who claims in that capacity;
98089808 (2) that accrues against the estate after the granting
98099809 of letters testamentary or of administration and for which the
98109810 personal representative has contracted; or
98119811 (3) for delinquent ad valorem taxes against a
98129812 decedent's estate that is being administered in probate in:
98139813 (A) a county other than the county in which the
98149814 taxes were imposed; or
98159815 (B) the same county in which the taxes were
98169816 imposed, if the probate proceedings have been pending for more than
98179817 four years. (Tex. Prob. Code, Sec. 317.)
98189818 Sec. 355.202. CLAIMS AGAINST PERSONAL REPRESENTATIVES. (a)
98199819 The naming of an executor in a will does not extinguish a just claim
98209820 that the decedent had against the person named as executor.
98219821 (b) If a personal representative is indebted to the
98229822 decedent, the representative shall account for the debt in the same
98239823 manner as if the debt were cash in the representative's possession.
98249824 (c) Notwithstanding Subsection (b), a personal
98259825 representative is required to account for the debt only from the
98269826 date the debt becomes due if the debt was not due at the time the
98279827 representative received letters testamentary or of administration.
98289828 (Tex. Prob. Code, Sec. 316.)
98299829 Sec. 355.203. PURCHASE OF CLAIM BY PERSONAL REPRESENTATIVE
98309830 PROHIBITED. (a) It is unlawful, and cause for removal, for a
98319831 personal representative, whether acting under appointment by will
98329832 or court orders, to purchase a claim against the estate the
98339833 representative represents for the representative's own use or any
98349834 other purpose.
98359835 (b) On written complaint by a person interested in the
98369836 estate and on satisfactory proof of a violation of Subsection (a),
98379837 the court after citation and hearing:
98389838 (1) shall enter an order canceling the claim described
98399839 by Subsection (a); and
98409840 (2) may remove the personal representative who is
98419841 found to have violated Subsection (a).
98429842 (c) No part of a claim canceled under Subsection (b) may be
98439843 paid out of the estate. (Tex. Prob. Code, Sec. 324.)
98449844 CHAPTER 356. SALE OF ESTATE PROPERTY
98459845 SUBCHAPTER A. GENERAL PROVISIONS
98469846 Sec. 356.001. COURT ORDER AUTHORIZING SALE
98479847 Sec. 356.002. SALE AUTHORIZED BY WILL
98489848 [Sections 356.003-356.050 reserved for expansion]
98499849 SUBCHAPTER B. CERTAIN ESTATE PROPERTY REQUIRED TO BE SOLD
98509850 Sec. 356.051. SALE OF CERTAIN PERSONAL PROPERTY
98519851 REQUIRED
98529852 [Sections 356.052-356.100 reserved for expansion]
98539853 SUBCHAPTER C. SALE OF PERSONAL PROPERTY
98549854 Sec. 356.101. ORDER FOR SALE
98559855 Sec. 356.102. REQUIREMENTS FOR APPLICATION AND ORDER
98569856 Sec. 356.103. SALE AT PUBLIC AUCTION
98579857 Sec. 356.104. SALE ON CREDIT
98589858 Sec. 356.105. REPORT; EVIDENCE OF TITLE
98599859 [Sections 356.106-356.150 reserved for expansion]
98609860 SUBCHAPTER D. SALE OF LIVESTOCK
98619861 Sec. 356.151. AUTHORITY FOR SALE
98629862 Sec. 356.152. CONTENTS OF APPLICATION; HEARING
98639863 Sec. 356.153. GRANT OF APPLICATION
98649864 Sec. 356.154. REPORT; PASSAGE OF TITLE
98659865 Sec. 356.155. COMMISSION MERCHANT FEES
98669866 [Sections 356.156-356.200 reserved for expansion]
98679867 SUBCHAPTER E. SALE OF MORTGAGED PROPERTY
98689868 Sec. 356.201. APPLICATION FOR SALE OF MORTGAGED
98699869 PROPERTY
98709870 Sec. 356.202. CITATION
98719871 Sec. 356.203. ORDER
98729872 [Sections 356.204-356.250 reserved for expansion]
98739873 SUBCHAPTER F. SALE OF REAL PROPERTY: APPLICATION AND ORDER FOR SALE
98749874 SALE
98759875 Sec. 356.251. APPLICATION FOR ORDER OF SALE
98769876 Sec. 356.252. CONTENTS OF APPLICATION
98779877 Sec. 356.253. CITATION
98789878 Sec. 356.254. OPPOSITION TO SALE
98799879 Sec. 356.255. HEARING ON APPLICATION AND ANY
98809880 OPPOSITION
98819881 Sec. 356.256. ORDER
98829882 Sec. 356.257. SALE FOR PAYMENT OF DEBTS
98839883 [Sections 356.258-356.300 reserved for expansion]
98849884 SUBCHAPTER G. SALE OF REAL ESTATE: TERMS OF SALE
98859885 Sec. 356.301. PERMISSIBLE TERMS
98869886 Sec. 356.302. SALE ON CREDIT
98879887 [Sections 356.303-356.350 reserved for expansion]
98889888 SUBCHAPTER H. RECONVEYANCE OF REAL ESTATE FOLLOWING FORECLOSURE
98899889 Sec. 356.351. APPLICABILITY OF SUBCHAPTER
98909890 Sec. 356.352. APPLICATION AND ORDER FOR RECONVEYANCE
98919891 Sec. 356.353. EXCHANGE FOR BONDS
98929892 [Sections 356.354-356.400 reserved for expansion]
98939893 SUBCHAPTER I. SALE OF REAL ESTATE: PUBLIC SALE
98949894 Sec. 356.401. REQUIRED NOTICE
98959895 Sec. 356.402. METHOD OF SALE
98969896 Sec. 356.403. TIME AND PLACE OF SALE
98979897 Sec. 356.404. CONTINUANCE OF SALE
98989898 Sec. 356.405. FAILURE OF BIDDER TO COMPLY
98999899 [Sections 356.406-356.450 reserved for expansion]
99009900 SUBCHAPTER J. SALE OF REAL ESTATE: PRIVATE SALE
99019901 Sec. 356.451. MANNER OF SALE
99029902 [Sections 356.452-356.500 reserved for expansion]
99039903 SUBCHAPTER K. SALE OF EASEMENT OR RIGHT-OF-WAY
99049904 Sec. 356.501. AUTHORIZATION
99059905 Sec. 356.502. PROCEDURE
99069906 [Sections 356.503-356.550 reserved for expansion]
99079907 SUBCHAPTER L. CONFIRMATION OF SALE OF REAL PROPERTY AND
99089908 TRANSFER OF TITLE
99099909 Sec. 356.551. REPORT
99109910 Sec. 356.552. ACTION OF COURT ON REPORT OF SALE
99119911 Sec. 356.553. CONFIRMATION OF SALE WHEN BOND NOT
99129912 REQUIRED
99139913 Sec. 356.554. SUFFICIENCY OF BOND
99149914 Sec. 356.555. INCREASED OR ADDITIONAL BOND NOT
99159915 REQUIRED
99169916 Sec. 356.556. CONFIRMATION OR DISAPPROVAL ORDER
99179917 Sec. 356.557. DEED
99189918 Sec. 356.558. DELIVERY OF DEED
99199919 Sec. 356.559. DAMAGES; REMOVAL
99209920 [Sections 356.560-356.600 reserved for expansion]
99219921 SUBCHAPTER M. PROCEDURE ON FAILURE TO APPLY FOR SALE
99229922 Sec. 356.601. FAILURE TO APPLY FOR SALE
99239923 Sec. 356.602. COURT ORDER
99249924 [Sections 356.603-356.650 reserved for expansion]
99259925 SUBCHAPTER N. PURCHASE OF PROPERTY BY PERSONAL REPRESENTATIVE
99269926 Sec. 356.651. GENERAL PROHIBITION ON PURCHASE
99279927 Sec. 356.652. EXCEPTION: AUTHORIZATION IN WILL
99289928 Sec. 356.653. EXCEPTION: EXECUTORY CONTRACT
99299929 Sec. 356.654. EXCEPTION: BEST INTEREST OF ESTATE
99309930 Sec. 356.655. PURCHASE IN VIOLATION OF SUBCHAPTER
99319931 CHAPTER 356. SALE OF ESTATE PROPERTY
99329932 SUBCHAPTER A. GENERAL PROVISIONS
99339933 Sec. 356.001. COURT ORDER AUTHORIZING SALE. (a) Except as
99349934 provided by this chapter, estate property may not be sold without a
99359935 court order authorizing the sale.
99369936 (b) Except as otherwise specially provided by this chapter,
99379937 the court may order estate property to be sold for cash or on
99389938 credit, at public auction or privately, as the court considers most
99399939 advantageous to the estate. (Tex. Prob. Code, Sec. 331.)
99409940 Sec. 356.002. SALE AUTHORIZED BY WILL. (a) Subject to
99419941 Subsection (b), if a will authorizes the executor to sell the
99429942 testator's property:
99439943 (1) a court order is not required to authorize the
99449944 executor to sell the property; and
99459945 (2) the executor may sell the property:
99469946 (A) at public auction or privately as the
99479947 executor considers to be in the best interest of the estate; and
99489948 (B) for cash or on credit terms determined by the
99499949 executor.
99509950 (b) Any particular directions in the testator's will
99519951 regarding the sale of estate property shall be followed unless the
99529952 directions have been annulled or suspended by court order. (Tex.
99539953 Prob. Code, Sec. 332.)
99549954 [Sections 356.003-356.050 reserved for expansion]
99559955 SUBCHAPTER B. CERTAIN ESTATE PROPERTY REQUIRED TO BE SOLD
99569956 Sec. 356.051. SALE OF CERTAIN PERSONAL PROPERTY REQUIRED.
99579957 (a) After approval of the inventory, appraisement, and list of
99589958 claims, the personal representative of an estate promptly shall
99599959 apply for a court order to sell, at public auction or privately, for
99609960 cash or on credit for a term not to exceed six months, all estate
99619961 property that is liable to perish, waste, or deteriorate in value,
99629962 or that will be an expense or disadvantage to the estate if kept.
99639963 (b) The following may not be included in a sale under
99649964 Subsection (a):
99659965 (1) property exempt from forced sale;
99669966 (2) property that is the subject of a specific legacy;
99679967 and
99689968 (3) personal property necessary to carry on a farm,
99699969 ranch, factory, or other business that is thought best to operate.
99709970 (c) In determining whether to order the sale of an asset
99719971 under Subsection (a), the court shall consider:
99729972 (1) the personal representative's duty to take care of
99739973 and manage the estate in the manner a person of ordinary prudence,
99749974 discretion, and intelligence would manage the person's own affairs;
99759975 and
99769976 (2) whether the asset constitutes an asset that a
99779977 trustee is authorized to invest under Subchapter F, Chapter 113,
99789978 Property Code, or Chapter 117, Property Code. (Tex. Prob. Code,
99799979 Sec. 333.)
99809980 [Sections 356.052-356.100 reserved for expansion]
99819981 SUBCHAPTER C. SALE OF PERSONAL PROPERTY
99829982 Sec. 356.101. ORDER FOR SALE. (a) Except as provided by
99839983 Subsection (b), on the application of the personal representative
99849984 of an estate or any interested person, the court may order the sale
99859985 of any estate personal property not required to be sold by Section
99869986 356.051, including livestock or growing or harvested crops, if the
99879987 court finds that the sale of the property is in the estate's best
99889988 interest to pay, from the proceeds of the sale:
99899989 (1) expenses of administration;
99909990 (2) the decedent's funeral expenses;
99919991 (3) expenses of the decedent's last illness;
99929992 (4) allowances; or
99939993 (5) claims against the estate.
99949994 (b) The court may not order under this section the sale of
99959995 exempt property or property that is the subject of a specific
99969996 legacy. (Tex. Prob. Code, Sec. 334 (part).)
99979997 Sec. 356.102. REQUIREMENTS FOR APPLICATION AND ORDER. To
99989998 the extent possible, an application and order for the sale of
99999999 personal property under Section 356.101 must conform to the
1000010000 requirements under Subchapter F for an application and order for
1000110001 the sale of real estate. (Tex. Prob. Code, Sec. 334 (part).)
1000210002 Sec. 356.103. SALE AT PUBLIC AUCTION. Unless the court
1000310003 directs otherwise, before estate personal property is sold at
1000410004 public auction, notice must be:
1000510005 (1) issued by the personal representative of the
1000610006 estate; and
1000710007 (2) posted in the manner notice is posted for original
1000810008 proceedings in probate. (Tex. Prob. Code, Sec. 336.)
1000910009 Sec. 356.104. SALE ON CREDIT. (a) Estate personal property
1001010010 may not be sold on credit at public auction for a term of more than
1001110011 six months from the date of sale.
1001210012 (b) Estate personal property purchased on credit at public
1001310013 auction may not be delivered to the purchaser until the purchaser
1001410014 gives a note for the amount due, with good and solvent personal
1001510015 security. The requirement that security be provided may be waived
1001610016 if the property will not be delivered until the note, with interest,
1001710017 has been paid. (Tex. Prob. Code, Sec. 337.)
1001810018 Sec. 356.105. REPORT; EVIDENCE OF TITLE. (a) A sale of
1001910019 estate personal property shall be reported to the court. The laws
1002010020 regulating the confirmation or disapproval of a sale of real estate
1002110021 apply to the sale, except that a conveyance is not required.
1002210022 (b) The court's order confirming the sale of estate personal
1002310023 property:
1002410024 (1) vests the right and title of the intestate's estate
1002510025 in the purchaser who has complied with the terms of the sale; and
1002610026 (2) is prima facie evidence that all requirements of
1002710027 the law in making the sale have been met.
1002810028 (c) The personal representative of an estate, on request,
1002910029 may issue a bill of sale without warranty to the purchaser of estate
1003010030 personal property as evidence of title. The purchaser shall pay for
1003110031 the issuance of the bill of sale. (Tex. Prob. Code, Sec. 339.)
1003210032 [Sections 356.106-356.150 reserved for expansion]
1003310033 SUBCHAPTER D. SALE OF LIVESTOCK
1003410034 Sec. 356.151. AUTHORITY FOR SALE. (a) A personal
1003510035 representative of an estate who has possession of livestock and who
1003610036 considers selling the livestock to be necessary or to the estate's
1003710037 advantage may, in addition to any other method provided by law for
1003810038 the sale of personal property, obtain authority from the court in
1003910039 which the estate is pending to sell the livestock through:
1004010040 (1) a bonded livestock commission merchant; or
1004110041 (2) a bonded livestock auction commission merchant.
1004210042 (b) The court may authorize the sale of livestock in the
1004310043 manner described by Subsection (a) on a written and sworn
1004410044 application by the personal representative or any person interested
1004510045 in the estate. (Tex. Prob. Code, Sec. 335 (part).)
1004610046 Sec. 356.152. CONTENTS OF APPLICATION; HEARING. (a) An
1004710047 application under Section 356.151 must:
1004810048 (1) describe the livestock sought to be sold; and
1004910049 (2) state why granting the application is necessary or
1005010050 to the estate's advantage.
1005110051 (b) The court:
1005210052 (1) shall promptly consider the application; and
1005310053 (2) may hear evidence for or against the application,
1005410054 with or without notice, as the facts warrant. (Tex. Prob. Code,
1005510055 Sec. 335 (part).)
1005610056 Sec. 356.153. GRANT OF APPLICATION. If the court grants an
1005710057 application for the sale of livestock, the court shall:
1005810058 (1) enter an order to that effect; and
1005910059 (2) authorize delivery of the livestock to a
1006010060 commission merchant described by Section 356.151 for sale in the
1006110061 regular course of business. (Tex. Prob. Code, Sec. 335 (part).)
1006210062 Sec. 356.154. REPORT; PASSAGE OF TITLE. The personal
1006310063 representative of the estate shall promptly report to the court a
1006410064 sale of livestock authorized under this subchapter, supported by a
1006510065 verified copy of the commission merchant's account of the sale. A
1006610066 court order of confirmation is not required to pass title to the
1006710067 purchaser of the livestock. (Tex. Prob. Code, Sec. 335 (part).)
1006810068 Sec. 356.155. COMMISSION MERCHANT FEES. A commission
1006910069 merchant shall be paid the merchant's usual and customary charges,
1007010070 not to exceed five percent of the sale price, for the sale of
1007110071 livestock authorized under this subchapter. (Tex. Prob. Code, Sec.
1007210072 335 (part).)
1007310073 [Sections 356.156-356.200 reserved for expansion]
1007410074 SUBCHAPTER E. SALE OF MORTGAGED PROPERTY
1007510075 Sec. 356.201. APPLICATION FOR SALE OF MORTGAGED PROPERTY.
1007610076 A creditor holding a claim that is secured by a valid mortgage or
1007710077 other lien and that has been allowed and approved or established by
1007810078 suit may, by filing a written application, obtain from the court in
1007910079 which the estate is pending an order requiring that the property
1008010080 securing the lien, or as much of the property as is necessary to
1008110081 satisfy the claim, be sold. (Tex. Prob. Code, Sec. 338 (part).)
1008210082 Sec. 356.202. CITATION. On the filing of an application
1008310083 under Section 356.201, the clerk shall issue a citation requiring
1008410084 the personal representative of the estate to appear and show cause
1008510085 why the application should not be granted. (Tex. Prob. Code, Sec.
1008610086 338 (part).)
1008710087 Sec. 356.203. ORDER. The court may order the lien securing
1008810088 the claim of a creditor who files an application under Section
1008910089 356.201 to be discharged out of general estate assets or refinanced
1009010090 if the discharge or refinance of the lien appears to the court to be
1009110091 advisable. Otherwise, the court shall grant the application and
1009210092 order that the property securing the lien be sold at public or
1009310093 private sale, as considered best, as in an ordinary sale of real
1009410094 estate. (Tex. Prob. Code, Sec. 338 (part).)
1009510095 [Sections 356.204-356.250 reserved for expansion]
1009610096 SUBCHAPTER F. SALE OF REAL PROPERTY: APPLICATION AND ORDER FOR
1009710097 SALE
1009810098 Sec. 356.251. APPLICATION FOR ORDER OF SALE. An
1009910099 application may be made to the court for an order to sell estate
1010010100 property if the sale appears necessary or advisable to:
1010110101 (1) pay:
1010210102 (A) expenses of administration;
1010310103 (B) the decedent's funeral expenses;
1010410104 (C) expenses of the decedent's last illness;
1010510105 (D) allowances; and
1010610106 (E) claims against the estate; or
1010710107 (2) dispose of an interest in estate real property if
1010810108 selling the interest is considered in the estate's best interest.
1010910109 (Tex. Prob. Code, Sec. 341.)
1011010110 Sec. 356.252. CONTENTS OF APPLICATION. An application for
1011110111 the sale of real estate must:
1011210112 (1) be in writing;
1011310113 (2) describe:
1011410114 (A) the real estate sought to be sold; or
1011510115 (B) the interest in or part of the real estate
1011610116 sought to be sold; and
1011710117 (3) be accompanied by an exhibit, verified by an
1011810118 affidavit, showing:
1011910119 (A) the estate's condition fully and in detail;
1012010120 (B) the charges and claims that have been
1012110121 approved or established by suit or that have been rejected and may
1012210122 yet be established;
1012310123 (C) the amount of each claim described by
1012410124 Paragraph (B);
1012510125 (D) the estate property remaining on hand that is
1012610126 liable for the payment of the claims described by Paragraph (B); and
1012710127 (E) any other facts showing the necessity for or
1012810128 advisability of the sale. (Tex. Prob. Code, Sec. 342.)
1012910129 Sec. 356.253. CITATION. On the filing of an application and
1013010130 exhibit described by Section 356.252, the clerk shall issue a
1013110131 citation to all persons interested in the estate. The citation
1013210132 must:
1013310133 (1) describe the real estate or the interest in or part
1013410134 of the real estate sought to be sold;
1013510135 (2) inform the interested persons of the right under
1013610136 Section 356.254 to file an opposition to the sale during the period
1013710137 prescribed by the court in the citation; and
1013810138 (3) be served by posting. (Tex. Prob. Code, Sec. 344.)
1013910139 Sec. 356.254. OPPOSITION TO SALE. During the period
1014010140 prescribed in a citation issued under Section 356.253, any person
1014110141 interested in the estate may file:
1014210142 (1) a written opposition to the sale; or
1014310143 (2) an application for the sale of other estate
1014410144 property. (Tex. Prob. Code, Sec. 345.)
1014510145 Sec. 356.255. HEARING ON APPLICATION AND ANY OPPOSITION.
1014610146 (a) The clerk of the court in which an application for an order of
1014710147 sale is filed shall immediately call to the judge's attention any
1014810148 opposition to the sale that is filed during the period prescribed in
1014910149 the citation issued under Section 356.253. The court shall hold a
1015010150 hearing on the application if an opposition to the sale is filed
1015110151 during the period prescribed in the citation.
1015210152 (b) A hearing on an application for an order of sale is not
1015310153 required under this section if no opposition to the application is
1015410154 filed during the period prescribed in the citation. The court may
1015510155 determine that a hearing on the application is necessary even if no
1015610156 opposition is filed during that period.
1015710157 (c) If the court orders a hearing under Subsection (a) or
1015810158 (b), the court shall designate in writing a date and time for the
1015910159 hearing on the application and any opposition, together with the
1016010160 evidence pertaining to the application and any opposition. The
1016110161 clerk shall issue a notice of the date and time of the hearing to the
1016210162 applicant and to each person who files an opposition to the sale, if
1016310163 applicable.
1016410164 (d) The judge, by entries on the docket, may continue a
1016510165 hearing held under this section from time to time until the judge is
1016610166 satisfied concerning the application. (Tex. Prob. Code, Sec. 345A.)
1016710167 Sec. 356.256. ORDER. (a) The court shall order the sale of
1016810168 the estate property described in an application for an order of sale
1016910169 if the court is satisfied that the sale is necessary or advisable.
1017010170 Otherwise, the court may deny the application and, if the court
1017110171 considers it best, may order the sale of other estate property the
1017210172 sale of which would be more advantageous to the estate.
1017310173 (b) An order for the sale of real estate under this section
1017410174 must specify:
1017510175 (1) the property to be sold, including a description
1017610176 that identifies that property;
1017710177 (2) whether the property is to be sold at public
1017810178 auction or private sale and, if at public auction, the time and
1017910179 place of the sale;
1018010180 (3) the necessity or advisability of, and the purpose
1018110181 of, the sale;
1018210182 (4) except in a case in which a personal
1018310183 representative was not required to give a general bond, that the
1018410184 court, after examining the general bond given by the
1018510185 representative, finds that:
1018610186 (A) the bond is sufficient as required by law; or
1018710187 (B) the bond is insufficient;
1018810188 (5) if the court finds that the general bond is
1018910189 insufficient under Subdivision (4)(B), the amount of the necessary
1019010190 or increased bond, as applicable;
1019110191 (6) that the sale is to be made and the report returned
1019210192 in accordance with law; and
1019310193 (7) the terms of the sale. (Tex. Prob. Code, Sec.
1019410194 346.)
1019510195 Sec. 356.257. SALE FOR PAYMENT OF DEBTS. Estate real
1019610196 property selected to be sold for the payment of expenses or claims
1019710197 must be that property the sale of which the court considers most
1019810198 advantageous to the estate. (Tex. Prob. Code, Sec. 340.)
1019910199 [Sections 356.258-356.300 reserved for expansion]
1020010200 SUBCHAPTER G. SALE OF REAL ESTATE: TERMS OF SALE
1020110201 Sec. 356.301. PERMISSIBLE TERMS. Real estate of an estate
1020210202 may be sold for cash, part cash and part credit, or the equity in
1020310203 land securing an indebtedness may be sold subject to the
1020410204 indebtedness, or with an assumption of the indebtedness, at public
1020510205 or private sale, as appears to the court to be in the estate's best
1020610206 interest. (Tex. Prob. Code, Sec. 348(a) (part).)
1020710207 Sec. 356.302. SALE ON CREDIT. (a) The cash payment for
1020810208 real estate of an estate sold partly on credit may not be less than
1020910209 one-fifth of the purchase price. The purchaser shall execute a note
1021010210 for the deferred payments, payable in monthly, quarterly,
1021110211 semiannual, or annual installments, in amounts that appear to the
1021210212 court to be in the estate's best interest. The note must bear
1021310213 interest from the date at a rate of not less than four percent per
1021410214 year, payable as provided in the note.
1021510215 (b) A note executed by a purchaser under Subsection (a) must
1021610216 be secured by a vendor's lien retained in the deed and in the note on
1021710217 the property sold, and be further secured by a deed of trust on the
1021810218 property sold, with the usual provisions for foreclosure and sale
1021910219 on failure to make the payments provided in the deed and the note.
1022010220 (c) At the election of the holder of a note executed by a
1022110221 purchaser under Subsection (a), default in the payment of
1022210222 principal, interest, or any part of the principal or interest, when
1022310223 due matures the entire debt. (Tex. Prob. Code, Sec. 348(a) (part).)
1022410224 [Sections 356.303-356.350 reserved for expansion]
1022510225 SUBCHAPTER H. RECONVEYANCE OF REAL ESTATE FOLLOWING FORECLOSURE
1022610226 Sec. 356.351. APPLICABILITY OF SUBCHAPTER. This subchapter
1022710227 applies only to real estate owned by an estate as a result of the
1022810228 foreclosure of a vendor's lien or mortgage belonging to the estate:
1022910229 (1) by a judicial sale;
1023010230 (2) by a foreclosure suit;
1023110231 (3) through a sale under a deed of trust; or
1023210232 (4) by acceptance of a deed in cancellation of a lien
1023310233 or mortgage owned by the estate. (Tex. Prob. Code, Sec. 348(b)
1023410234 (part).)
1023510235 Sec. 356.352. APPLICATION AND ORDER FOR RECONVEYANCE. On
1023610236 proper application and proof, the court may dispense with the
1023710237 requirements for a credit sale prescribed by Section 356.302 and
1023810238 order the reconveyance of foreclosed real estate to the former
1023910239 mortgage debtor or former owner if it appears to the court that:
1024010240 (1) an application to redeem the real estate has been
1024110241 made by the former owner to a corporation or agency created by an
1024210242 Act of the United States Congress or of this state in connection
1024310243 with legislation for the relief of owners of mortgaged or
1024410244 encumbered homes, farms, ranches, or other real estate; and
1024510245 (2) owning bonds of one of those federal or state
1024610246 corporations or agencies instead of the real estate would be in the
1024710247 estate's best interest. (Tex. Prob. Code, Sec. 348(b) (part).)
1024810248 Sec. 356.353. EXCHANGE FOR BONDS. (a) If a court orders
1024910249 the reconveyance of foreclosed real estate as provided by Section
1025010250 356.352, vendor's lien notes shall be reserved for the total amount
1025110251 of the indebtedness due or for the total amount of bonds that the
1025210252 corporation or agency to which the application to redeem the real
1025310253 estate was submitted as described by Section 356.352(1) is allowed
1025410254 to advance under the corporation's or agency's rules or
1025510255 regulations.
1025610256 (b) On obtaining the order for reconveyance, it shall be
1025710257 proper for the personal representative of the estate to indorse and
1025810258 assign the reserved vendor's lien notes over to any one of the
1025910259 corporations or agencies described by Section 356.352(1) in
1026010260 exchange for bonds of that corporation or agency. (Tex. Prob. Code,
1026110261 Sec. 348(b) (part).)
1026210262 [Sections 356.354-356.400 reserved for expansion]
1026310263 SUBCHAPTER I. SALE OF REAL ESTATE: PUBLIC SALE
1026410264 Sec. 356.401. REQUIRED NOTICE. (a) Except as otherwise
1026510265 provided by Section 356.403(c), the personal representative of an
1026610266 estate shall advertise a public sale of real estate of the estate by
1026710267 a notice published in the county in which the estate is pending, as
1026810268 provided by this title for publication of notices or citations. The
1026910269 notice must:
1027010270 (1) include a reference to the order of sale;
1027110271 (2) include the time, place, and required terms of
1027210272 sale; and
1027310273 (3) briefly describe the real estate to be sold.
1027410274 (b) The notice required by Subsection (a) is not required to
1027510275 contain field notes, but if the real estate to be sold is rural
1027610276 property, the notice must include:
1027710277 (1) the name of the original survey of the real estate;
1027810278 (2) the number of acres comprising the real estate;
1027910279 (3) the location of the real estate in the county; and
1028010280 (4) any name by which the real estate is generally
1028110281 known. (Tex. Prob. Code, Sec. 349(a).)
1028210282 Sec. 356.402. METHOD OF SALE. A public sale of real estate
1028310283 of an estate shall be made at public auction to the highest bidder.
1028410284 (Tex. Prob. Code, Sec. 349(b).)
1028510285 Sec. 356.403. TIME AND PLACE OF SALE. (a) Except as
1028610286 provided by Subsection (c), a public sale of real estate of an
1028710287 estate shall be made at:
1028810288 (1) the courthouse door in the county in which the
1028910289 proceedings are pending; or
1029010290 (2) another place in that county at which sales of real
1029110291 estate are specifically authorized to be made.
1029210292 (b) The sale must occur between 10 a.m. and 4 p.m. on the
1029310293 first Tuesday of the month after publication of notice has been
1029410294 completed.
1029510295 (c) If the court considers it advisable, the court may order
1029610296 the sale to be made in the county in which the real estate is
1029710297 located, in which event notice shall be published both in that
1029810298 county and in the county in which the proceedings are pending.
1029910299 (Tex. Prob. Code, Sec. 349(c).)
1030010300 Sec. 356.404. CONTINUANCE OF SALE. (a) A public sale of
1030110301 real estate of an estate that is not completed on the day advertised
1030210302 may be continued from day to day by an oral public announcement of
1030310303 the continuance made at the conclusion of the sale each day.
1030410304 (b) A continued sale must occur within the hours prescribed
1030510305 by Section 356.403(b).
1030610306 (c) The continuance of a sale under this section shall be
1030710307 shown in the report of the sale made to the court. (Tex. Prob. Code,
1030810308 Sec. 349(d).)
1030910309 Sec. 356.405. FAILURE OF BIDDER TO COMPLY. (a) If a person
1031010310 bids off real estate of the estate offered for sale at public
1031110311 auction and fails to comply with the terms of the sale, the property
1031210312 shall be readvertised and sold without any further order.
1031310313 (b) The person defaulting on a bid as described by
1031410314 Subsection (a) is liable for payment to the personal representative
1031510315 of the estate, for the estate's benefit, of:
1031610316 (1) 10 percent of the amount of the bid; and
1031710317 (2) the amount of any deficiency in price on the second
1031810318 sale.
1031910319 (c) The personal representative may recover the amounts
1032010320 under Subsection (b) by suit in any court in the county in which the
1032110321 sale was made that has jurisdiction of the amount claimed. (Tex.
1032210322 Prob. Code, Sec. 349(e).)
1032310323 [Sections 356.406-356.450 reserved for expansion]
1032410324 SUBCHAPTER J. SALE OF REAL ESTATE: PRIVATE SALE
1032510325 Sec. 356.451. MANNER OF SALE. A private sale of real estate
1032610326 of the estate shall be made in the manner the court directs in the
1032710327 order of sale. Unless the court directs otherwise, additional
1032810328 advertising, notice, or citation concerning the sale is not
1032910329 required. (Tex. Prob. Code, Sec. 350.)
1033010330 [Sections 356.452-356.500 reserved for expansion]
1033110331 SUBCHAPTER K. SALE OF EASEMENT OR RIGHT-OF-WAY
1033210332 Sec. 356.501. AUTHORIZATION. Easements and rights-of-way
1033310333 on, under, and over the land of an estate that is being administered
1033410334 under court order may be sold and conveyed regardless of whether the
1033510335 sale proceeds are required to pay charges or claims against the
1033610336 estate or for other lawful purposes. (Tex. Prob. Code, Sec. 351
1033710337 (part).)
1033810338 Sec. 356.502. PROCEDURE. The procedure for the sale of an
1033910339 easement or right-of-way authorized under Section 356.501 is the
1034010340 same as the procedure provided by law for a sale of estate real
1034110341 property at private sale. (Tex. Prob. Code, Sec. 351 (part).)
1034210342 [Sections 356.503-356.550 reserved for expansion]
1034310343 SUBCHAPTER L. CONFIRMATION OF SALE OF REAL PROPERTY AND
1034410344 TRANSFER OF TITLE
1034510345 Sec. 356.551. REPORT. A sale of estate real property shall
1034610346 be reported to the court ordering the sale not later than the 30th
1034710347 day after the date the sale is made. The report must:
1034810348 (1) be sworn to, in writing, and filed with the clerk;
1034910349 (2) include:
1035010350 (A) the date of the order of sale;
1035110351 (B) a description of the property sold;
1035210352 (C) the time and place of sale;
1035310353 (D) the purchaser's name;
1035410354 (E) the amount for which each parcel of property
1035510355 or interest in property was sold;
1035610356 (F) the terms of the sale;
1035710357 (G) whether the sale was made at public auction
1035810358 or privately; and
1035910359 (H) whether the purchaser is ready to comply with
1036010360 the order of sale; and
1036110361 (3) be noted on the probate docket. (Tex. Prob. Code,
1036210362 Sec. 353.)
1036310363 Sec. 356.552. ACTION OF COURT ON REPORT OF SALE. After the
1036410364 expiration of five days from the date a report of sale is filed
1036510365 under Section 356.551, the court shall:
1036610366 (1) inquire into the manner in which the sale was made;
1036710367 (2) hear evidence in support of or against the report;
1036810368 and
1036910369 (3) determine the sufficiency or insufficiency of the
1037010370 personal representative's general bond, if any has been required
1037110371 and given. (Tex. Prob. Code, Sec. 355 (part).)
1037210372 Sec. 356.553. CONFIRMATION OF SALE WHEN BOND NOT REQUIRED.
1037310373 If the personal representative of an estate is not required by this
1037410374 title to give a general bond, the court may confirm the sale of
1037510375 estate real property in the manner provided by Section 356.556(a)
1037610376 if the court finds that the sale is satisfactory and made in
1037710377 accordance with law. (Tex. Prob. Code, Sec. 354 (part).)
1037810378 Sec. 356.554. SUFFICIENCY OF BOND. (a) If the personal
1037910379 representative of an estate is required by this title to give a
1038010380 general bond, before the court confirms any sale of real estate, the
1038110381 court shall determine whether the bond is sufficient to protect the
1038210382 estate after the sale proceeds are received.
1038310383 (b) If the court finds that the general bond is sufficient,
1038410384 the court may confirm the sale as provided by Section 356.556(a).
1038510385 (c) If the court finds that the general bond is
1038610386 insufficient, the court may not confirm the sale until the general
1038710387 bond is increased to the amount required by the court, or an
1038810388 additional bond is given, and approved by the court.
1038910389 (d) An increase in the amount of the general bond, or the
1039010390 additional bond, as applicable under Subsection (c), must be equal
1039110391 to the sum of:
1039210392 (1) the amount for which the real estate is sold; and
1039310393 (2) any additional amount the court finds necessary
1039410394 and sets for the estate's protection. (Tex. Prob. Code, Sec. 354
1039510395 (part).)
1039610396 Sec. 356.555. INCREASED OR ADDITIONAL BOND NOT REQUIRED.
1039710397 Notwithstanding Sections 356.554(c) and (d), if the real estate
1039810398 sold is encumbered by a lien to secure a claim against the estate
1039910399 and is sold to the owner or holder of the secured claim in full
1040010400 payment, liquidation, and satisfaction of the claim, an increased
1040110401 general bond or additional bond may not be required except for the
1040210402 amount of any cash paid to the personal representative of the estate
1040310403 in excess of the amount necessary to pay, liquidate, and satisfy the
1040410404 claim in full. (Tex. Prob. Code, Sec. 354 (part).)
1040510405 Sec. 356.556. CONFIRMATION OR DISAPPROVAL ORDER. (a) If
1040610406 the court is satisfied that a sale reported under Section 356.551
1040710407 was for a fair price, properly made, and in conformity with law, and
1040810408 the court has approved any increased or additional bond that the
1040910409 court found necessary to protect the estate, the court shall enter
1041010410 an order:
1041110411 (1) confirming the sale;
1041210412 (2) showing conformity with this chapter;
1041310413 (3) detailing the terms of the sale; and
1041410414 (4) authorizing the personal representative to convey
1041510415 the property on the purchaser's compliance with the terms of the
1041610416 sale.
1041710417 (b) If the court is not satisfied that the sale was for a
1041810418 fair price, properly made, and in conformity with law, the court
1041910419 shall enter an order setting aside the sale and ordering a new sale
1042010420 to be made, if necessary.
1042110421 (c) The court's action in confirming or disapproving a
1042210422 report of a sale has the effect of a final judgment. Any person
1042310423 interested in the estate or in the sale is entitled to have an order
1042410424 entered under this section reviewed as in other final judgments in
1042510425 probate proceedings. (Tex. Prob. Code, Sec. 355 (part).)
1042610426 Sec. 356.557. DEED. Real estate of an estate that is sold
1042710427 shall be conveyed by a proper deed that refers to and identifies the
1042810428 court order confirming the sale. The deed:
1042910429 (1) vests in the purchaser all right and title of the
1043010430 estate to, and all interest of the estate in, the property; and
1043110431 (2) is prima facie evidence that the sale has met all
1043210432 applicable requirements of the law. (Tex. Prob. Code, Sec. 356.)
1043310433 Sec. 356.558. DELIVERY OF DEED. (a) After the court has
1043410434 confirmed a sale and the purchaser has complied with the terms of
1043510435 the sale, the personal representative of the estate shall promptly
1043610436 execute and deliver to the purchaser a proper deed conveying the
1043710437 property.
1043810438 (b) If the sale is made partly on credit:
1043910439 (1) the vendor's lien securing one or more purchase
1044010440 money notes must be expressly retained in the deed and may not be
1044110441 waived; and
1044210442 (2) before actual delivery of the deed to the
1044310443 purchaser, the purchaser shall execute and deliver to the personal
1044410444 representative of the estate one or more vendor's lien notes, with
1044510445 or without personal sureties as ordered by the court, and a deed of
1044610446 trust or mortgage on the property as additional security for the
1044710447 payment of the notes.
1044810448 (c) On completion of the transaction, the personal
1044910449 representative of the estate shall promptly file or cause to be
1045010450 filed and recorded the deed of trust or mortgage in the appropriate
1045110451 records in the county in which the land is located. (Tex. Prob.
1045210452 Code, Sec. 357.)
1045310453 Sec. 356.559. DAMAGES; REMOVAL. (a) If the personal
1045410454 representative of an estate neglects to comply with Section
1045510455 356.558, including to file the deed of trust securing a lien in the
1045610456 proper county, the representative and the sureties on the
1045710457 representative's bond shall, after complaint and citation, be held
1045810458 liable for the use of the estate and for all damages resulting from
1045910459 the representative's neglect, and the court may remove the
1046010460 representative.
1046110461 (b) Damages under this section may be recovered in any court
1046210462 of competent jurisdiction. (Tex. Prob. Code, Sec. 358.)
1046310463 [Sections 356.560-356.600 reserved for expansion]
1046410464 SUBCHAPTER M. PROCEDURE ON FAILURE TO APPLY FOR SALE
1046510465 Sec. 356.601. FAILURE TO APPLY FOR SALE. If the personal
1046610466 representative of an estate neglects to apply for an order to sell
1046710467 sufficient estate property to pay charges and claims against the
1046810468 estate that have been allowed and approved or established by suit,
1046910469 any interested person, on written application, may have the
1047010470 representative cited to appear and make a full exhibit of the
1047110471 estate's condition and show cause why a sale of the property should
1047210472 not be ordered. (Tex. Prob. Code, Sec. 347 (part).)
1047310473 Sec. 356.602. COURT ORDER. On hearing an application under
1047410474 Section 356.601, if the court is satisfied that a sale of estate
1047510475 property is necessary or advisable to satisfy the charges and
1047610476 claims described by Section 356.601, the court shall enter an order
1047710477 of sale as provided by Section 356.256. (Tex. Prob. Code, Sec. 347
1047810478 (part).)
1047910479 [Sections 356.603-356.650 reserved for expansion]
1048010480 SUBCHAPTER N. PURCHASE OF PROPERTY BY PERSONAL REPRESENTATIVE
1048110481 Sec. 356.651. GENERAL PROHIBITION ON PURCHASE. Except as
1048210482 otherwise provided by this subchapter, the personal representative
1048310483 of an estate may not purchase, directly or indirectly, any estate
1048410484 property sold by the representative or any co-representative of the
1048510485 estate. (Tex. Prob. Code, Sec. 352(a).)
1048610486 Sec. 356.652. EXCEPTION: AUTHORIZATION IN WILL. A personal
1048710487 representative of an estate may purchase estate property if the
1048810488 representative was appointed in a will that:
1048910489 (1) has been admitted to probate; and
1049010490 (2) expressly authorizes the sale. (Tex. Prob. Code,
1049110491 Sec. 352(b).)
1049210492 Sec. 356.653. EXCEPTION: EXECUTORY CONTRACT. A personal
1049310493 representative of a decedent's estate may purchase estate property
1049410494 in compliance with the terms of a written executory contract signed
1049510495 by the decedent, including:
1049610496 (1) a contract for deed;
1049710497 (2) an earnest money contract;
1049810498 (3) a buy/sell agreement; and
1049910499 (4) a stock purchase or redemption agreement. (Tex.
1050010500 Prob. Code, Sec. 352(c).)
1050110501 Sec. 356.654. EXCEPTION: BEST INTEREST OF ESTATE. (a)
1050210502 Subject to Subsection (b), the personal representative of an
1050310503 estate, including an independent administrator, may purchase
1050410504 estate property on the court's determination that the sale is in the
1050510505 estate's best interest.
1050610506 (b) Before purchasing estate property as authorized by
1050710507 Subsection (a), the personal representative shall give notice of
1050810508 the purchase by certified mail, return receipt requested, unless
1050910509 the court requires another form of notice, to:
1051010510 (1) each distributee of the estate; and
1051110511 (2) each creditor whose claim remains unsettled after
1051210512 being presented within six months of the date letters testamentary
1051310513 or of administration are originally granted.
1051410514 (c) The court may require additional notice or allow for the
1051510515 waiver of the notice required for a sale made under this section.
1051610516 (Tex. Prob. Code, Sec. 352(d).)
1051710517 Sec. 356.655. PURCHASE IN VIOLATION OF SUBCHAPTER. (a) If
1051810518 a personal representative of an estate purchases estate property in
1051910519 violation of this subchapter, any person interested in the estate
1052010520 may file a written complaint with the court in which the proceedings
1052110521 are pending.
1052210522 (b) On service of citation on the personal representative on
1052310523 a complaint filed under Subsection (a) and after hearing and proof,
1052410524 the court shall:
1052510525 (1) declare the sale void;
1052610526 (2) set aside the sale; and
1052710527 (3) order the reconveyance of the property to the
1052810528 estate.
1052910529 (c) The court shall adjudge against the personal
1053010530 representative all costs of the sale, protest, and suit found
1053110531 necessary. (Tex. Prob. Code, Sec. 352(e).)
1053210532 CHAPTER 357. RENTING ESTATE PROPERTY
1053310533 SUBCHAPTER A. RENTAL AND RETURN OF ESTATE PROPERTY
1053410534 Sec. 357.001. RENTING ESTATE PROPERTY WITHOUT COURT
1053510535 ORDER
1053610536 Sec. 357.002. RENTING ESTATE PROPERTY WITH COURT ORDER
1053710537 Sec. 357.003. ESTATE PROPERTY RENTED ON CREDIT
1053810538 Sec. 357.004. CONDITION OF RETURNED ESTATE PROPERTY
1053910539 Sec. 357.005. COMPLAINT FOR FAILURE TO RENT
1054010540 [Sections 357.006-357.050 reserved for expansion]
1054110541 SUBCHAPTER B. REPORT ON RENTED ESTATE PROPERTY
1054210542 Sec. 357.051. REPORTS CONCERNING RENTALS
1054310543 Sec. 357.052. COURT ACTION ON REPORT
1054410544 CHAPTER 357. RENTING ESTATE PROPERTY
1054510545 SUBCHAPTER A. RENTAL AND RETURN OF ESTATE PROPERTY
1054610546 Sec. 357.001. RENTING ESTATE PROPERTY WITHOUT COURT ORDER.
1054710547 (a) The personal representative of an estate, without a court
1054810548 order, may rent any of the estate property for one year or less, at
1054910549 public auction or privately, as is considered to be in the best
1055010550 interest of the estate.
1055110551 (b) On the sworn complaint of any person interested in the
1055210552 estate, the court shall require a personal representative who,
1055310553 without a court order, rents estate property to account to the
1055410554 estate for the reasonable value of the rent of the property, to be
1055510555 ascertained by the court on satisfactory evidence. (Tex. Prob.
1055610556 Code, Secs. 359, 360.)
1055710557 Sec. 357.002. RENTING ESTATE PROPERTY WITH COURT ORDER.
1055810558 (a) The personal representative of an estate may, if the
1055910559 representative prefers, and shall, if the proposed rental period is
1056010560 more than one year, file a written application with the court
1056110561 setting forth the property the representative seeks to rent.
1056210562 (b) If the court finds that granting an application filed
1056310563 under Subsection (a) is in the interest of the estate, the court
1056410564 shall issue an order that:
1056510565 (1) describes the property to be rented; and
1056610566 (2) states whether the property will be rented at
1056710567 public auction or privately, whether for cash or on credit, and if
1056810568 on credit, the extent of the credit and the period for which the
1056910569 property may be rented.
1057010570 (c) If, under Subsection (b), the court orders property to
1057110571 be rented at public auction, the court shall prescribe whether
1057210572 notice of the auction shall be published or posted. (Tex. Prob.
1057310573 Code, Sec. 361.)
1057410574 Sec. 357.003. ESTATE PROPERTY RENTED ON CREDIT. Possession
1057510575 of estate property rented on credit may not be delivered until the
1057610576 renter executes and delivers to the personal representative a note
1057710577 with good personal security for the amount of the rent. If the
1057810578 property is delivered without the representative receiving the
1057910579 required security, the representative and the sureties on the
1058010580 representative's bond are liable for the full amount of the rent.
1058110581 When a rental is payable in installments, in advance of the period
1058210582 to which the installments relate, this section does not apply.
1058310583 (Tex. Prob. Code, Sec. 363.)
1058410584 Sec. 357.004. CONDITION OF RETURNED ESTATE PROPERTY. (a)
1058510585 Estate property that is rented, with or without a court order, must
1058610586 be returned to the estate's possession in as good a condition,
1058710587 except for reasonable wear and tear, as when the property was
1058810588 rented.
1058910589 (b) The personal representative of an estate shall:
1059010590 (1) ensure that rented estate property is returned in
1059110591 the condition required by Subsection (a);
1059210592 (2) report to the court any damage to, or loss or
1059310593 destruction of, the property; and
1059410594 (3) ask the court for the authority to take any
1059510595 necessary action.
1059610596 (c) A personal representative who fails to act as required
1059710597 by this section and the sureties on the representative's bond are
1059810598 liable to the estate for any loss or damage suffered as a result of
1059910599 the representative's failure. (Tex. Prob. Code, Sec. 364.)
1060010600 Sec. 357.005. COMPLAINT FOR FAILURE TO RENT. (a) Any
1060110601 person interested in an estate may:
1060210602 (1) file a written and sworn complaint in the court in
1060310603 which the estate is pending; and
1060410604 (2) have the personal representative cited to appear
1060510605 and show cause why the representative did not rent any estate
1060610606 property.
1060710607 (b) The court, on hearing the complaint, shall issue an
1060810608 order that appears to be in the best interest of the estate. (Tex.
1060910609 Prob. Code, Sec. 362.)
1061010610 [Sections 357.006-357.050 reserved for expansion]
1061110611 SUBCHAPTER B. REPORT ON RENTED ESTATE PROPERTY
1061210612 Sec. 357.051. REPORTS CONCERNING RENTALS. (a) A personal
1061310613 representative of an estate who rents estate property with an
1061410614 appraised value of $3,000 or more shall, not later than the 30th day
1061510615 after the date the property is rented, file with the court a sworn
1061610616 and written report stating:
1061710617 (1) the property rented and the property's appraised
1061810618 value;
1061910619 (2) the date the property was rented and whether the
1062010620 rental occurred at public auction or privately;
1062110621 (3) the name of each person renting the property;
1062210622 (4) the rental amount; and
1062310623 (5) whether the rental was for cash or on credit and,
1062410624 if on credit, the length of time, the terms, and the security
1062510625 received for the credit.
1062610626 (b) A personal representative of an estate who rents estate
1062710627 property with an appraised value of less than $3,000 may report the
1062810628 rental in the next annual or final account that must be filed as
1062910629 required by law. (Tex. Prob. Code, Sec. 365.)
1063010630 Sec. 357.052. COURT ACTION ON REPORT. (a) At any time
1063110631 after the fifth day after the date the report of renting is filed,
1063210632 the court shall:
1063310633 (1) examine the report; and
1063410634 (2) by order approve and confirm the report if found
1063510635 just and reasonable.
1063610636 (b) If the court disapproves the report, the estate is not
1063710637 bound and the court may order another offering for rent of the
1063810638 property that is the subject of the report, in the same manner and
1063910639 subject to the provisions of this chapter.
1064010640 (c) If the court approves the report and it later appears
1064110641 that, by reason of any fault of the personal representative, the
1064210642 property was not rented for the property's reasonable value, the
1064310643 court shall have the representative and the sureties on the
1064410644 representative's bond appear and show cause why the reasonable
1064510645 value of the rent of the property should not be adjudged against the
1064610646 representative. (Tex. Prob. Code, Sec. 366.)
1064710647 CHAPTER 358. MATTERS RELATING TO MINERAL PROPERTIES
1064810648 SUBCHAPTER A. GENERAL PROVISIONS
1064910649 Sec. 358.001. DEFINITIONS
1065010650 [Sections 358.002-358.050 reserved for expansion]
1065110651 SUBCHAPTER B. MINERAL LEASES AFTER PUBLIC NOTICE
1065210652 Sec. 358.051. AUTHORIZATION FOR LEASING OF MINERALS
1065310653 Sec. 358.052. LEASE APPLICATION
1065410654 Sec. 358.053. SCHEDULING OF HEARING ON APPLICATION;
1065510655 CONTINUANCE
1065610656 Sec. 358.054. NOTICE OF HEARING ON APPLICATION
1065710657 Sec. 358.055. REQUIREMENTS REGARDING ORDER AND NOTICE
1065810658 MANDATORY
1065910659 Sec. 358.056. HEARING ON APPLICATION; ORDER
1066010660 Sec. 358.057. MAKING OF LEASE ON GRANTING OF
1066110661 APPLICATION
1066210662 Sec. 358.058. BOND REQUIREMENTS
1066310663 Sec. 358.059. TERM OF LEASE BINDING
1066410664 Sec. 358.060. AMENDMENT OF LEASE REGARDING EFFECT OF
1066510665 SHUT-IN GAS WELL
1066610666 [Sections 358.061-358.100 reserved for expansion]
1066710667 SUBCHAPTER C. MINERAL LEASES AT PRIVATE SALE
1066810668 Sec. 358.101. AUTHORIZATION FOR LEASING OF MINERALS AT
1066910669 PRIVATE SALE
1067010670 Sec. 358.102. ACTION OF COURT IF PUBLIC ADVERTISING
1067110671 NOT REQUIRED
1067210672 [Sections 358.103-358.150 reserved for expansion]
1067310673 SUBCHAPTER D. POOLING OR UNITIZATION OF ROYALTIES OR MINERALS
1067410674 Sec. 358.151. AUTHORIZATION FOR POOLING OR UNITIZATION
1067510675 Sec. 358.152. POOLING OR UNITIZATION APPLICATION
1067610676 Sec. 358.153. NOTICE NOT REQUIRED
1067710677 Sec. 358.154. HEARING ON APPLICATION
1067810678 Sec. 358.155. ACTION OF COURT AND CONTENTS OF ORDER
1067910679 [Sections 358.156-358.200 reserved for expansion]
1068010680 SUBCHAPTER E. SPECIAL ANCILLARY INSTRUMENTS THAT MAY BE EXECUTED WITHOUT COURT ORDER
1068110681 WITHOUT COURT ORDER
1068210682 Sec. 358.201. AUTHORIZATION FOR EXECUTION OF
1068310683 AGREEMENTS
1068410684 [Sections 358.202-358.250 reserved for expansion]
1068510685 SUBCHAPTER F. PROCEDURE IF PERSONAL REPRESENTATIVE OF ESTATE NEGLECTS TO APPLY FOR AUTHORITY
1068610686 NEGLECTS TO APPLY FOR AUTHORITY
1068710687 Sec. 358.251. APPLICATION TO SHOW CAUSE
1068810688 Sec. 358.252. HEARING ON APPLICATION
1068910689 Sec. 358.253. ORDER
1069010690 Sec. 358.254. PROCEDURE TO BE FOLLOWED AFTER ENTRY OF
1069110691 ORDER
1069210692 CHAPTER 358. MATTERS RELATING TO MINERAL PROPERTIES
1069310693 SUBCHAPTER A. GENERAL PROVISIONS
1069410694 Sec. 358.001. DEFINITIONS. In this chapter:
1069510695 (1) "Gas" includes all liquid hydrocarbons in the
1069610696 gaseous phase in the reservoir.
1069710697 (2) "Land" and "interest in land" include minerals or
1069810698 an interest in minerals in place.
1069910699 (3) "Mineral development" includes exploration for,
1070010700 whether by geophysical or other means, drilling for, mining for,
1070110701 development of, operations in connection with, production of, and
1070210702 saving of oil, other liquid hydrocarbons, gas, gaseous elements,
1070310703 sulphur, metals, and all other minerals, whether solid or
1070410704 otherwise.
1070510705 (4) "Property" includes land, minerals in place,
1070610706 whether solid, liquid, or gaseous, and an interest of any kind in
1070710707 that property, including a royalty interest, owned by an estate.
1070810708 (Tex. Prob. Code, Sec. 367(a); New.)
1070910709 [Sections 358.002-358.050 reserved for expansion]
1071010710 SUBCHAPTER B. MINERAL LEASES AFTER PUBLIC NOTICE
1071110711 Sec. 358.051. AUTHORIZATION FOR LEASING OF MINERALS. (a)
1071210712 The court in which probate proceedings on a decedent's estate are
1071310713 pending may authorize the personal representative of the estate,
1071410714 appointed and qualified under the laws of this state and acting
1071510715 solely under court orders, to make, execute, and deliver a lease,
1071610716 with or without a unitization clause or pooling provision,
1071710717 providing for the exploration for and development and production of
1071810718 oil, other liquid hydrocarbons, gas, metals and other solid
1071910719 minerals, and other minerals, or any of those minerals in place,
1072010720 belonging to the estate.
1072110721 (b) A lease described by Subsection (a) must be made and
1072210722 entered into under and in conformity with this subchapter. (Tex.
1072310723 Prob. Code, Secs. 367(b), (c) (part).)
1072410724 Sec. 358.052. LEASE APPLICATION. (a) The personal
1072510725 representative of an estate shall file with the county clerk of the
1072610726 county in which the probate proceeding is pending a written
1072710727 application, addressed to the court or the judge of the court, for
1072810728 authority to lease estate property for mineral exploration and
1072910729 development, with or without a pooling provision or unitization
1073010730 clause.
1073110731 (b) The lease application must:
1073210732 (1) describe the property fully by reference to the
1073310733 amount of acreage, the survey name or number, or the abstract
1073410734 number, or by another method adequately identifying the property
1073510735 and the property's location in the county in which the property is
1073610736 situated;
1073710737 (2) specify the interest thought to be owned by the
1073810738 estate, if less than the whole, but requesting authority to include
1073910739 all of the interest owned by the estate, if that is the intention;
1074010740 and
1074110741 (3) set out the reasons the estate property described
1074210742 in the application should be leased.
1074310743 (c) The lease application is not required to set out or
1074410744 suggest:
1074510745 (1) the name of any proposed lessee; or
1074610746 (2) the terms, provisions, or form of any desired
1074710747 lease. (Tex. Prob. Code, Sec. 367(c) (part).)
1074810748 Sec. 358.053. SCHEDULING OF HEARING ON APPLICATION;
1074910749 CONTINUANCE. (a) Immediately after the filing of a lease
1075010750 application under Section 358.052, the county clerk shall call the
1075110751 filing of the application to the court's attention, and the judge
1075210752 shall promptly make and enter a brief order designating the time and
1075310753 place for hearing the application.
1075410754 (b) If the hearing is not held at the time originally
1075510755 designated by the court or by a timely continuance order entered,
1075610756 the hearing shall be continued automatically without further notice
1075710757 to the same time on the following day, other than Sundays and
1075810758 holidays on which the county courthouse is officially closed, and
1075910759 from day to day until the lease application is finally acted on and
1076010760 disposed of by court order. Notice of an automatic continuance is
1076110761 not required. (Tex. Prob. Code, Sec. 367(c) (part).)
1076210762 Sec. 358.054. NOTICE OF HEARING ON APPLICATION. (a) At
1076310763 least 10 days before the date set for the hearing on a lease
1076410764 application filed under Section 358.052, excluding the date of
1076510765 notice and the date set for the hearing, the personal
1076610766 representative shall give notice of the hearing by:
1076710767 (1) publishing the notice in one issue of a newspaper
1076810768 of general circulation in the county in which the proceeding is
1076910769 pending; or
1077010770 (2) if there is no newspaper described by Subdivision
1077110771 (1), posting the notice or having the notice posted.
1077210772 (b) If notice is published, the date of notice is the date
1077310773 printed on the newspaper.
1077410774 (c) The notice must:
1077510775 (1) be dated;
1077610776 (2) be directed to all persons interested in the
1077710777 estate;
1077810778 (3) state the date on which the lease application was
1077910779 filed;
1078010780 (4) describe briefly the property sought to be leased,
1078110781 specifying the fractional interest sought to be leased if less than
1078210782 the entire interest in the tract or tracts identified; and
1078310783 (5) state the time and place designated by the judge
1078410784 for the hearing. (Tex. Prob. Code, Sec. 367(c) (part).)
1078510785 Sec. 358.055. REQUIREMENTS REGARDING ORDER AND NOTICE
1078610786 MANDATORY. An order of the judge or court authorizing any act to be
1078710787 performed under a lease application filed under Section 358.052 is
1078810788 void in the absence of:
1078910789 (1) a written order originally designating a time and
1079010790 place for hearing;
1079110791 (2) a notice issued by the personal representative of
1079210792 the estate in compliance with the order described by Subdivision
1079310793 (1); and
1079410794 (3) proof of the publication or posting of the notice
1079510795 as required under Section 358.054. (Tex. Prob. Code, Sec. 367(c)
1079610796 (part).)
1079710797 Sec. 358.056. HEARING ON APPLICATION; ORDER. (a) At the
1079810798 time and place designated for the hearing under Section 358.053(a),
1079910799 or at the time to which the hearing is continued as provided by
1080010800 Section 358.053(b), the judge shall:
1080110801 (1) hear a lease application filed under Section
1080210802 358.052; and
1080310803 (2) require proof as to the necessity or advisability
1080410804 of leasing for mineral development the property described in the
1080510805 application and the notice.
1080610806 (b) The judge shall enter an order authorizing one or more
1080710807 leases affecting and covering the property or portions of property
1080810808 described in the application, with or without pooling provisions or
1080910809 unitization clauses, and with or without cash consideration if
1081010810 considered by the court to be in the best interest of the estate, if
1081110811 the judge is satisfied that:
1081210812 (1) the application is in proper form;
1081310813 (2) notice has been given in the manner and for the
1081410814 time required by law;
1081510815 (3) proof of necessity or advisability of leasing is
1081610816 sufficient; and
1081710817 (4) the application should be granted.
1081810818 (c) The order must contain:
1081910819 (1) the name of the lessee;
1082010820 (2) any actual cash consideration to be paid by the
1082110821 lessee;
1082210822 (3) a finding that the requirements of Subsection (b)
1082310823 have been satisfied; and
1082410824 (4) one of the following findings:
1082510825 (A) a finding that the personal representative is
1082610826 exempted by law from giving bond; or
1082710827 (B) if the representative is not exempted by law
1082810828 from giving bond, a finding as to whether the representative's
1082910829 general bond on file is sufficient to protect the personal property
1083010830 on hand, including any cash bonus to be paid.
1083110831 (d) If the court finds the general bond insufficient to meet
1083210832 the requirements of Subsection (c)(4)(B), the order must show the
1083310833 amount of increased or additional bond required to cover the
1083410834 deficiency.
1083510835 (e) A complete exhibit copy, either written or printed, of
1083610836 each authorized lease must be set out in the order or attached to
1083710837 the order and incorporated by reference and made part of the order.
1083810838 The exhibit copy must show:
1083910839 (1) the name of the lessee;
1084010840 (2) the date of the lease;
1084110841 (3) an adequate description of the property being
1084210842 leased;
1084310843 (4) any delay rental to be paid to defer commencement
1084410844 of operations; and
1084510845 (5) all other authorized terms and provisions.
1084610846 (f) If the date of a lease does not appear in the exhibit
1084710847 copy of the lease or in the order, the date of the order is
1084810848 considered for all purposes to be the date of the lease.
1084910849 (g) If the name or address of the depository bank for
1085010850 receiving rental is not shown in the exhibit copy of a lease, the
1085110851 estate's personal representative may insert that information, or
1085210852 cause that information to be inserted, in the lease at the time of
1085310853 the lease's execution or at any other time agreeable to the lessee
1085410854 or the lessee's successors or assignees. (Tex. Prob. Code, Sec.
1085510855 367(c) (part).)
1085610856 Sec. 358.057. MAKING OF LEASE ON GRANTING OF APPLICATION.
1085710857 (a) If the court grants an application as provided by Section
1085810858 358.056, the personal representative of the estate may make the
1085910859 lease or leases, as evidenced by the exhibit copies described by
1086010860 Section 358.056, in accordance with the order.
1086110861 (b) The lease or leases must be made not later than the 30th
1086210862 day after the date of the order unless an extension is granted by
1086310863 the court on sworn application showing good cause.
1086410864 (c) It is not necessary for the judge to make an order
1086510865 confirming the lease or leases. (Tex. Prob. Code, Sec. 367(c)
1086610866 (part).)
1086710867 Sec. 358.058. BOND REQUIREMENTS. (a) Unless the personal
1086810868 representative of the estate is not required to give a general bond,
1086910869 a lease for which a cash consideration is required, although
1087010870 ordered, executed, and delivered, is not valid:
1087110871 (1) unless the order authorizing the lease makes
1087210872 findings with respect to the general bond; and
1087310873 (2) if the general bond has been found insufficient,
1087410874 unless and until:
1087510875 (A) the bond has been increased or an additional
1087610876 bond given, as required by the order, with the sureties required by
1087710877 law; and
1087810878 (B) the increased bond or additional bond has
1087910879 been approved by the judge and filed with the clerk of the court in
1088010880 which the proceedings are pending.
1088110881 (b) If two or more leases of different land are authorized
1088210882 by the same order, the general bond must be increased, or additional
1088310883 bonds given, to cover all of the leases. (Tex. Prob. Code, Sec.
1088410884 367(c) (part).)
1088510885 Sec. 358.059. TERM OF LEASE BINDING. (a) A lease executed
1088610886 and delivered in compliance with this subchapter is valid and
1088710887 binding on the property or interest in property owned by the estate
1088810888 and covered by the lease for the full term provided by the lease,
1088910889 subject only to the lease's terms and conditions, even if the
1089010890 primary term extends beyond the date the estate is closed in
1089110891 accordance with law.
1089210892 (b) The authorized primary term of the lease may not exceed
1089310893 five years, subject to the lease terms and provisions extending the
1089410894 lease beyond the primary term by:
1089510895 (1) paying production;
1089610896 (2) bona fide drilling or reworking operations,
1089710897 whether in or on the same well or wells or an additional well or
1089810898 wells, without a cessation of operations of more than 60
1089910899 consecutive days before production has been restored or obtained;
1090010900 or
1090110901 (3) a shut-in gas well. (Tex. Prob. Code, Sec. 367(c)
1090210902 (part).)
1090310903 Sec. 358.060. AMENDMENT OF LEASE REGARDING EFFECT OF
1090410904 SHUT-IN GAS WELL. (a) An oil, gas, and mineral lease executed by a
1090510905 personal representative under the former Texas Probate Code or this
1090610906 code may be amended by an instrument that provides that a shut-in
1090710907 gas well on the land covered by the lease or on land pooled with all
1090810908 or part of the land covered by the lease continues the lease in
1090910909 effect after the lease's five-year primary term.
1091010910 (b) The personal representative, with the approval of the
1091110911 court, shall execute the instrument according to the terms and
1091210912 conditions prescribed by the instrument. (Tex. Prob. Code, Sec.
1091310913 367(c) (part).)
1091410914 [Sections 358.061-358.100 reserved for expansion]
1091510915 SUBCHAPTER C. MINERAL LEASES AT PRIVATE SALE
1091610916 Sec. 358.101. AUTHORIZATION FOR LEASING OF MINERALS AT
1091710917 PRIVATE SALE. (a) Notwithstanding the mandatory requirements of
1091810918 Subchapter B for setting a time and place for hearing of a lease
1091910919 application filed under Section 358.052 and the issuance, service,
1092010920 and return of notice, the court may authorize the making of oil,
1092110921 gas, and mineral leases at private sale without public notice or
1092210922 advertising if, in the court's opinion, facts are set out in the
1092310923 application required by Subchapter B sufficient to show that it
1092410924 would be more advantageous to the estate that a lease be made
1092510925 privately and without compliance with those mandatory
1092610926 requirements.
1092710927 (b) Leases authorized by this section may include pooling
1092810928 provisions or unitization clauses as in other cases. (Tex. Prob.
1092910929 Code, Sec. 368(a).)
1093010930 Sec. 358.102. ACTION OF COURT IF PUBLIC ADVERTISING NOT
1093110931 REQUIRED. (a) At any time after the fifth day and before the 11th
1093210932 day after the filing date of an application to lease at private sale
1093310933 and without an order setting the hearing time and place, the court
1093410934 shall:
1093510935 (1) hear the application;
1093610936 (2) inquire into the manner in which the proposed
1093710937 lease has been or will be made; and
1093810938 (3) hear evidence for or against the application.
1093910939 (b) If satisfied that the lease has been or will be made for
1094010940 a fair and sufficient consideration and on fair terms and has been
1094110941 or will be properly made in conformity with law, the court shall
1094210942 enter an order authorizing the execution of the lease without the
1094310943 necessity of advertising, notice, or citation. The order must
1094410944 comply in all other respects with the requirements essential to the
1094510945 validity of mineral leases as set out in Subchapter B, as if
1094610946 advertising or notice were required.
1094710947 (c) The issuance of an order confirming a lease or leases
1094810948 made at private sale is not required, but such a lease is not valid
1094910949 until any increased or additional bond required by the court has
1095010950 been approved by the court and filed with the court clerk. (Tex.
1095110951 Prob. Code, Sec. 368(b).)
1095210952 [Sections 358.103-358.150 reserved for expansion]
1095310953 SUBCHAPTER D. POOLING OR UNITIZATION OF ROYALTIES OR MINERALS
1095410954 Sec. 358.151. AUTHORIZATION FOR POOLING OR UNITIZATION.
1095510955 (a) If an existing lease or leases on property owned by an estate
1095610956 being administered do not adequately provide for pooling or
1095710957 unitization, the court in which the proceedings are pending may, in
1095810958 the manner provided by this subchapter, authorize the commitment of
1095910959 royalty or mineral interests in oil, liquid hydrocarbons, gas,
1096010960 gaseous elements, and other minerals, or any one or more of them,
1096110961 owned by the estate, to agreements that provide for the operation of
1096210962 areas as a pool or unit for the exploration for, development of, and
1096310963 production of all of those minerals, if the court finds that:
1096410964 (1) the pool or unit to which the agreement relates
1096510965 will be operated in a manner that protects correlative rights or
1096610966 prevents the physical or economic waste of oil, liquid
1096710967 hydrocarbons, gas, gaseous elements, or other minerals subject to
1096810968 the agreement; and
1096910969 (2) it is in the best interest of the estate to execute
1097010970 the agreement.
1097110971 (b) An agreement authorized under Subsection (a) may, among
1097210972 other things, provide that:
1097310973 (1) operations incident to the drilling of or
1097410974 production from a well on any portion of a pool or unit shall be
1097510975 considered for all purposes to be the conduct of operations on or
1097610976 production from each separately owned tract in the pool or unit;
1097710977 (2) any lease covering any part of the area committed
1097810978 to a pool or unit continues in effect in its entirety as long as:
1097910979 (A) oil, gas, or other minerals subject to the
1098010980 agreement are produced in paying quantities from any part of the
1098110981 pooled or unitized area;
1098210982 (B) operations are conducted as provided in the
1098310983 lease on any part of the pooled or unitized area; or
1098410984 (C) there is a shut-in gas well on any part of the
1098510985 pooled or unitized area, if the presence of the shut-in gas well is
1098610986 a ground for continuation of the lease under the terms of the lease;
1098710987 (3) the production allocated by the agreement to each
1098810988 tract included in a pool or unit shall, when produced, be considered
1098910989 for all purposes to have been produced from the tract by a well
1099010990 drilled on the tract;
1099110991 (4) the royalties provided for on production from any
1099210992 tract or portion of a tract within the pool or unit shall be paid
1099310993 only on that portion of the production allocated to the tract in
1099410994 accordance with the agreement;
1099510995 (5) the dry gas, before or after extraction of
1099610996 hydrocarbons, may be returned to a formation underlying any land or
1099710997 leases committed to the agreement, and that royalties are not
1099810998 required to be paid on the gas returned; and
1099910999 (6) gas obtained from other sources or other land may
1100011000 be injected into a formation underlying any land or leases
1100111001 committed to the agreement, and that royalties are not required to
1100211002 be paid on the gas injected when the gas is produced from the unit.
1100311003 (Tex. Prob. Code, Secs. 369(a), (b) (part).)
1100411004 Sec. 358.152. POOLING OR UNITIZATION APPLICATION. (a) The
1100511005 personal representative of an estate shall file with the county
1100611006 clerk of the county in which the probate proceeding is pending a
1100711007 written application for authority to:
1100811008 (1) enter into pooling or unitization agreements
1100911009 supplementing, amending, or otherwise relating to any existing
1101011010 lease or leases covering property owned by the estate; or
1101111011 (2) commit royalties or other interests in minerals,
1101211012 whether or not subject to a lease, to a pooling or unitization
1101311013 agreement.
1101411014 (b) The pooling or unitization application must also:
1101511015 (1) sufficiently describe the property as required in
1101611016 an original lease application;
1101711017 (2) describe briefly any lease or leases to which the
1101811018 interest of the estate is subject; and
1101911019 (3) set out the reasons the proposed agreement
1102011020 concerning the property should be entered into.
1102111021 (c) A copy of the proposed agreement must be attached to the
1102211022 application and made a part of the application by reference.
1102311023 (d) The agreement may not be recorded in the minutes.
1102411024 (e) Immediately after the pooling or unitization
1102511025 application is filed, the clerk shall call the application to the
1102611026 judge's attention. (Tex. Prob. Code, Sec. 369(b) (part).)
1102711027 Sec. 358.153. NOTICE NOT REQUIRED. Notice by advertising,
1102811028 citation, or otherwise of the filing of a pooling or unitization
1102911029 application under Section 358.152 is not required. (Tex. Prob.
1103011030 Code, Sec. 369(b) (part).)
1103111031 Sec. 358.154. HEARING ON APPLICATION. (a) The judge may
1103211032 hold a hearing on a pooling or unitization application filed under
1103311033 Section 358.152 at any time agreeable to the parties to the proposed
1103411034 agreement.
1103511035 (b) The judge shall hear evidence and determine to the
1103611036 judge's satisfaction whether it is in the best interest of the
1103711037 estate that the proposed agreement be authorized.
1103811038 (c) The hearing may be continued from day to day and from
1103911039 time to time as the court finds necessary. (Tex. Prob. Code, Sec.
1104011040 369(b) (part).)
1104111041 Sec. 358.155. ACTION OF COURT AND CONTENTS OF ORDER. (a)
1104211042 The court shall enter an order setting out the court's findings and
1104311043 authorizing execution of the proposed pooling or unitization
1104411044 agreement, with or without payment of cash consideration according
1104511045 to the agreement, if the court finds that:
1104611046 (1) the pool or unit to which the agreement relates
1104711047 will be operated in a manner that protects correlative rights or
1104811048 prevents the physical or economic waste of oil, liquid
1104911049 hydrocarbons, gas, gaseous elements, or other minerals subject to
1105011050 the agreement;
1105111051 (2) it is in the best interest of the estate that the
1105211052 agreement be executed; and
1105311053 (3) the agreement conforms substantially with the
1105411054 permissible provisions of Section 358.151.
1105511055 (b) If cash consideration is to be paid for the agreement,
1105611056 the court shall also make findings as to the necessity of increased
1105711057 or additional bond, as in the making of leases on payment of the
1105811058 cash bonus for the lease. Such an agreement is not valid until any
1105911059 required increased or additional bond has been approved by the
1106011060 judge and filed with the clerk.
1106111061 (c) If the effective date of the agreement is not stipulated
1106211062 in the agreement, the effective date of the agreement is the date of
1106311063 the court's order. (Tex. Prob. Code, Sec. 369(b) (part).)
1106411064 [Sections 358.156-358.200 reserved for expansion]
1106511065 SUBCHAPTER E. SPECIAL ANCILLARY INSTRUMENTS THAT MAY BE EXECUTED
1106611066 WITHOUT COURT ORDER
1106711067 Sec. 358.201. AUTHORIZATION FOR EXECUTION OF AGREEMENTS.
1106811068 As to any mineral lease or pooling or unitization agreement,
1106911069 executed on behalf of an estate before January 1, 1956, or on or
1107011070 after that date under the provisions of the former Texas Probate
1107111071 Code or this code, or executed by a former owner of land, minerals,
1107211072 or royalty affected by the lease or agreement, the personal
1107311073 representative of the estate being administered may, without
1107411074 further court order and without consideration, execute:
1107511075 (1) division orders;
1107611076 (2) transfer orders;
1107711077 (3) instruments of correction;
1107811078 (4) instruments designating depository banks for the
1107911079 receipt of delay rentals or shut-in gas well royalty to accrue or
1108011080 become payable under the terms of the lease; and
1108111081 (5) similar instruments relating to the lease or
1108211082 agreement and the property covered by the lease or agreement. (Tex.
1108311083 Prob. Code, Sec. 370.)
1108411084 [Sections 358.202-358.250 reserved for expansion]
1108511085 SUBCHAPTER F. PROCEDURE IF PERSONAL REPRESENTATIVE OF ESTATE
1108611086 NEGLECTS TO APPLY FOR AUTHORITY
1108711087 Sec. 358.251. APPLICATION TO SHOW CAUSE. If the personal
1108811088 representative of an estate neglects to apply for authority to
1108911089 subject estate property to a lease for mineral development,
1109011090 pooling, or unitization, or to commit royalty or another interest
1109111091 in minerals to pooling or unitization, any person interested in the
1109211092 estate may, on written application filed with the county clerk,
1109311093 have the representative cited to show cause why it is not in the
1109411094 best interest of the estate to make such a lease or enter into such
1109511095 an agreement. (Tex. Prob. Code, Sec. 371 (part).)
1109611096 Sec. 358.252. HEARING ON APPLICATION. (a) The county clerk
1109711097 shall immediately call the filing of an application under Section
1109811098 358.251 to the attention of the judge of the court in which the
1109911099 probate proceedings are pending.
1110011100 (b) The judge shall set a time and place for a hearing on the
1110111101 application, and the personal representative of the estate shall be
1110211102 cited to appear and show cause why the execution of a lease or
1110311103 agreement described by Section 358.251 should not be ordered.
1110411104 (Tex. Prob. Code, Sec. 371 (part).)
1110511105 Sec. 358.253. ORDER. On a hearing conducted under Section
1110611106 358.252, if satisfied from the evidence that it would be in the best
1110711107 interest of the estate, the court shall enter an order requiring the
1110811108 personal representative promptly to file an application to subject
1110911109 the estate property to a lease for mineral development, with or
1111011110 without pooling or unitization provisions, or to commit royalty or
1111111111 other minerals to pooling or unitization, as appropriate. (Tex.
1111211112 Prob. Code, Sec. 371 (part).)
1111311113 Sec. 358.254. PROCEDURE TO BE FOLLOWED AFTER ENTRY OF
1111411114 ORDER. After entry of an order under Section 358.253, the procedure
1111511115 prescribed with respect to an original lease application, or with
1111611116 respect to an original application for authority to commit royalty
1111711117 or minerals to pooling or unitization, whichever is appropriate,
1111811118 shall be followed. (Tex. Prob. Code, Sec. 371 (part).)
1111911119 CHAPTER 359. ANNUAL ACCOUNT AND OTHER EXHIBITS AND REPORTS
1112011120 SUBCHAPTER A. ANNUAL ACCOUNT AND OTHER EXHIBITS
1112111121 Sec. 359.001. ACCOUNT OF ESTATE REQUIRED
1112211122 Sec. 359.002. ANNUAL ACCOUNT REQUIRED UNTIL ESTATE
1112311123 CLOSED
1112411124 Sec. 359.003. SUPPORTING VOUCHERS AND OTHER DOCUMENTS
1112511125 ATTACHED TO ACCOUNT
1112611126 Sec. 359.004. METHOD OF PROOF FOR SECURITIES AND OTHER
1112711127 ASSETS
1112811128 Sec. 359.005. VERIFICATION OF ACCOUNT
1112911129 Sec. 359.006. ADDITIONAL ACCOUNTS
1113011130 [Sections 359.007-359.050 reserved for expansion]
1113111131 SUBCHAPTER B. ACTION ON ANNUAL ACCOUNT
1113211132 Sec. 359.051. FILING AND CONSIDERATION OF ANNUAL
1113311133 ACCOUNT
1113411134 Sec. 359.052. CORRECTION OF ANNUAL ACCOUNT
1113511135 Sec. 359.053. ORDER FOR PAYMENT OF CLAIMS IN FULL
1113611136 Sec. 359.054. ORDER FOR PRO RATA PAYMENT OF CLAIMS
1113711137 [Sections 359.055-359.100 reserved for expansion]
1113811138 SUBCHAPTER C. PENALTIES
1113911139 Sec. 359.101. PENALTY FOR FAILURE TO FILE ANNUAL
1114011140 ACCOUNT
1114111141 Sec. 359.102. PENALTY FOR FAILURE TO FILE EXHIBIT OR
1114211142 REPORT
1114311143 CHAPTER 359. ANNUAL ACCOUNT AND OTHER EXHIBITS AND REPORTS
1114411144 SUBCHAPTER A. ANNUAL ACCOUNT AND OTHER EXHIBITS
1114511145 Sec. 359.001. ACCOUNT OF ESTATE REQUIRED. (a) On the
1114611146 expiration of 12 months from the date a personal representative
1114711147 qualifies and receives letters testamentary or of administration to
1114811148 administer a decedent's estate under court order, the
1114911149 representative shall file with the court an account consisting of a
1115011150 written exhibit made under oath that lists all claims against the
1115111151 estate presented to the representative during the period covered by
1115211152 the account. The exhibit must specify:
1115311153 (1) the claims allowed by the representative;
1115411154 (2) the claims paid by the representative;
1115511155 (3) the claims rejected by the representative and the
1115611156 date the claims were rejected; and
1115711157 (4) the claims for which a lawsuit has been filed and
1115811158 the status of that lawsuit.
1115911159 (b) The account must:
1116011160 (1) show all property that has come to the personal
1116111161 representative's knowledge or into the representative's possession
1116211162 that was not previously listed or inventoried as estate property;
1116311163 (2) show any changes in estate property that have not
1116411164 been previously reported;
1116511165 (3) provide a complete account of receipts and
1116611166 disbursements for the period covered by the account, including the
1116711167 source and nature of the receipts and disbursements, with separate
1116811168 listings for principal and income receipts;
1116911169 (4) provide a complete, accurate, and detailed
1117011170 description of:
1117111171 (A) the property being administered;
1117211172 (B) the condition of the property and the use
1117311173 being made of the property; and
1117411174 (C) if rented, the terms on which and the price
1117511175 for which the property was rented;
1117611176 (5) show the cash balance on hand and the name and
1117711177 location of the depository where the balance is kept;
1117811178 (6) show any other cash held in a savings account or
1117911179 other manner that was deposited subject to court order and the name
1118011180 and location of the depository for that cash;
1118111181 (7) provide a detailed description of the personal
1118211182 property of the estate that shows how and where the property is held
1118311183 for safekeeping;
1118411184 (8) provide a statement that during the period covered
1118511185 by the account all tax returns due have been filed and all taxes due
1118611186 and owing have been paid, including:
1118711187 (A) a complete account of the amount of the
1118811188 taxes;
1118911189 (B) the date the taxes were paid; and
1119011190 (C) the governmental entity to which the taxes
1119111191 were paid;
1119211192 (9) if on the filing of the account a tax return due to
1119311193 be filed or any taxes due to be paid are delinquent, provide the
1119411194 reasons for, and include a description of, the delinquency; and
1119511195 (10) provide a statement that the representative has
1119611196 paid all the required bond premiums for the accounting period.
1119711197 (c) For bonds, notes, and other securities, the description
1119811198 required by Subsection (b)(7) must include:
1119911199 (1) the names of the obligor and obligee or, if payable
1120011200 to bearer, a statement that the bond, note, or other security is
1120111201 payable to bearer;
1120211202 (2) the date of issue and maturity;
1120311203 (3) the interest rate;
1120411204 (4) the serial number or other identifying numbers;
1120511205 (5) the manner in which the property is secured; and
1120611206 (6) other information necessary to fully identify the
1120711207 bond, note, or other security. (Tex. Prob. Code, Sec. 399(a).)
1120811208 Sec. 359.002. ANNUAL ACCOUNT REQUIRED UNTIL ESTATE CLOSED.
1120911209 (a) Each personal representative of the estate of a decedent shall
1121011210 continue to file an annual account conforming to the essential
1121111211 requirements of Section 359.001 regarding changes in the estate
1121211212 assets occurring since the date the most recent previous account
1121311213 was filed.
1121411214 (b) The annual account must be filed in a manner that allows
1121511215 the court or an interested person to ascertain the true condition of
1121611216 the estate, with respect to money, securities, and other property,
1121711217 by adding to the balances forwarded from the most recent previous
1121811218 account the amounts received during the period covered by the
1121911219 account and subtracting the disbursements made during that period.
1122011220 (c) The description of property sufficiently described in
1122111221 an inventory or previous account may be made in the annual account
1122211222 by reference to that description. (Tex. Prob. Code, Sec. 399(b).)
1122311223 Sec. 359.003. SUPPORTING VOUCHERS AND OTHER DOCUMENTS
1122411224 ATTACHED TO ACCOUNT. (a) The personal representative of an estate
1122511225 shall attach to each annual account:
1122611226 (1) a voucher for each item of credit claimed in the
1122711227 account or, to support the item in the absence of the voucher, other
1122811228 evidence satisfactory to the court;
1122911229 (2) an official letter from the bank or other
1123011230 depository where the estate money on hand is deposited that shows
1123111231 the amounts in general or special deposits; and
1123211232 (3) proof of the existence and possession of:
1123311233 (A) securities owned by the estate or shown by
1123411234 the account; and
1123511235 (B) other assets held by a depository subject to
1123611236 court order.
1123711237 (b) An original voucher submitted to the court may on
1123811238 application be returned to the personal representative after
1123911239 approval of the account.
1124011240 (c) The court may require:
1124111241 (1) additional evidence of the existence and custody
1124211242 of the securities and other personal property as the court
1124311243 considers proper; and
1124411244 (2) the personal representative at any time to exhibit
1124511245 the securities and other personal property to the court or another
1124611246 person designated by the court at the place where the securities and
1124711247 other personal property are held for safekeeping. (Tex. Prob.
1124811248 Code, Sec. 399(c) (part).)
1124911249 Sec. 359.004. METHOD OF PROOF FOR SECURITIES AND OTHER
1125011250 ASSETS. (a) The proof required by Section 359.003(a)(3) must be by:
1125111251 (1) an official letter from the bank or other
1125211252 depository where the securities or other assets are held for
1125311253 safekeeping, and if the depository is the personal representative,
1125411254 the official letter must be signed by a representative of the
1125511255 depository other than the one verifying the account;
1125611256 (2) a certificate of an authorized representative of a
1125711257 corporation that is surety on the personal representative's bonds;
1125811258 (3) a certificate of the clerk or a deputy clerk of a
1125911259 court of record in this state; or
1126011260 (4) an affidavit of any other reputable person
1126111261 designated by the court on request of the personal representative
1126211262 or other interested party.
1126311263 (b) The certificate or affidavit described by Subsection
1126411264 (a) must:
1126511265 (1) state that the affiant has examined the assets
1126611266 that the personal representative exhibited to the affiant as assets
1126711267 of the estate;
1126811268 (2) describe the assets by reference to the account or
1126911269 in another manner that sufficiently identifies the assets
1127011270 exhibited; and
1127111271 (3) state the time and the place the assets were
1127211272 exhibited.
1127311273 (c) Instead of attaching a certificate or an affidavit, the
1127411274 personal representative may exhibit the securities to the judge,
1127511275 who shall endorse on the account, or include in the judge's order
1127611276 with respect to the account, a statement that the securities shown
1127711277 in the account as on hand were exhibited to the judge and that the
1127811278 securities were the same as those shown in the account, or note any
1127911279 variance.
1128011280 (d) If the securities are exhibited at a location other than
1128111281 where the securities are deposited for safekeeping, that exhibit is
1128211282 at the personal representative's own expense and risk. (Tex. Prob.
1128311283 Code, Sec. 399(c) (part).)
1128411284 Sec. 359.005. VERIFICATION OF ACCOUNT. The personal
1128511285 representative shall attach to the annual account the
1128611286 representative's affidavit that the account contains a correct and
1128711287 complete statement of the matters to which it relates. (Tex. Prob.
1128811288 Code, Sec. 399(d).)
1128911289 Sec. 359.006. ADDITIONAL ACCOUNTS. (a) At any time after
1129011290 the expiration of 15 months from the date original letters
1129111291 testamentary or of administration are granted to an executor or
1129211292 administrator, an interested person may file a written complaint in
1129311293 the court in which the estate is pending to have the representative
1129411294 cited to appear and make a written exhibit under oath that sets
1129511295 forth fully, in connection with previous exhibits, the condition of
1129611296 the estate.
1129711297 (b) If it appears to the court, from the exhibit or other
1129811298 evidence, that the executor or administrator has estate funds in
1129911299 the representative's possession that are subject to distribution
1130011300 among the creditors of the estate, the court shall order the funds
1130111301 to be paid out to the creditors in accordance with this title.
1130211302 (c) A personal representative may voluntarily present to
1130311303 the court the exhibit described by Subsection (a). If the
1130411304 representative has any estate funds in the representative's
1130511305 possession that are subject to distribution among the creditors of
1130611306 the estate, the court shall issue an order similar to the order
1130711307 entered under Subsection (b). (Tex. Prob. Code, Sec. 402.)
1130811308 [Sections 359.007-359.050 reserved for expansion]
1130911309 SUBCHAPTER B. ACTION ON ANNUAL ACCOUNT
1131011310 Sec. 359.051. FILING AND CONSIDERATION OF ANNUAL ACCOUNT.
1131111311 (a) The personal representative of an estate shall file an annual
1131211312 account with the county clerk. The county clerk shall promptly note
1131311313 the filing on the judge's docket.
1131411314 (b) At any time after the account has remained on file for 10
1131511315 days following the date the account is filed, the judge shall
1131611316 consider the account and may continue the hearing on the account
1131711317 until fully advised on all account items.
1131811318 (c) The court may not approve the account unless possession
1131911319 of cash, listed securities, or other assets held in safekeeping or
1132011320 on deposit under court order has been proven as required by law.
1132111321 (Tex. Prob. Code, Secs. 401(a), (b), (c), (d).)
1132211322 Sec. 359.052. CORRECTION OF ANNUAL ACCOUNT. (a) If the
1132311323 court finds an annual account is incorrect, the account must be
1132411324 corrected.
1132511325 (b) The court by order shall approve an annual account that
1132611326 is corrected to the satisfaction of the court and shall act with
1132711327 respect to unpaid claims in accordance with Sections 359.053 and
1132811328 359.054. (Tex. Prob. Code, Sec. 401(e) (part).)
1132911329 Sec. 359.053. ORDER FOR PAYMENT OF CLAIMS IN FULL. After
1133011330 approval of an annual account as provided by Section 359.052, if it
1133111331 appears to the court from the exhibit or other evidence that the
1133211332 estate is wholly solvent and that the personal representative has
1133311333 in the representative's possession sufficient funds to pay every
1133411334 character of claims against the estate, the court shall order
1133511335 immediate payment of all claims allowed and approved or established
1133611336 by judgment. (Tex. Prob. Code, Sec. 401(e) (part).)
1133711337 Sec. 359.054. ORDER FOR PRO RATA PAYMENT OF CLAIMS. After
1133811338 approval of an annual account as provided by Section 359.052, if it
1133911339 appears to the court from the account or other evidence that the
1134011340 funds on hand are not sufficient to pay every character of claims
1134111341 against the estate or if the estate is insolvent and the personal
1134211342 representative has any funds on hand, the court shall order the
1134311343 funds to be applied:
1134411344 (1) first to the payment of any unpaid claims having a
1134511345 preference in the order of their priority; and
1134611346 (2) then to the pro rata payment of the other claims
1134711347 allowed and approved or established by final judgment, considering:
1134811348 (A) claims that were presented before the first
1134911349 anniversary of the date administration was granted; and
1135011350 (B) claims that are in litigation or on which a
1135111351 lawsuit may be filed. (Tex. Prob. Code, Sec. 401(e) (part).)
1135211352 [Sections 359.055-359.100 reserved for expansion]
1135311353 SUBCHAPTER C. PENALTIES
1135411354 Sec. 359.101. PENALTY FOR FAILURE TO FILE ANNUAL ACCOUNT.
1135511355 (a) If the personal representative of an estate does not file an
1135611356 annual account required by Section 359.001 or 359.002, any person
1135711357 interested in the estate on written complaint, or the court on the
1135811358 court's own motion, may have the representative cited to file the
1135911359 account and show cause for the failure.
1136011360 (b) If the personal representative does not file the account
1136111361 after being cited or does not show good cause for the failure, the
1136211362 court on hearing may:
1136311363 (1) revoke the representative's letters testamentary
1136411364 or of administration; and
1136511365 (2) fine the representative in an amount not to exceed
1136611366 $500.
1136711367 (c) The personal representative and the representative's
1136811368 sureties are liable for any fine imposed and for all damages and
1136911369 costs sustained by the representative's failure. The fine,
1137011370 damages, and costs may be recovered in any court of competent
1137111371 jurisdiction. (Tex. Prob. Code, Sec. 400.)
1137211372 Sec. 359.102. PENALTY FOR FAILURE TO FILE EXHIBIT OR
1137311373 REPORT. (a) If a personal representative does not file an exhibit
1137411374 or report required by this title, any person interested in the
1137511375 estate on written complaint filed with the court clerk may have the
1137611376 representative cited to appear and show cause why the
1137711377 representative should not file the exhibit or report.
1137811378 (b) On hearing, the court may:
1137911379 (1) order the personal representative to file the
1138011380 exhibit or report; and
1138111381 (2) unless good cause is shown for the failure, revoke
1138211382 the representative's letters testamentary or of administration and
1138311383 fine the representative in an amount not to exceed $1,000. (Tex.
1138411384 Prob. Code, Sec. 403.)
1138511385 CHAPTER 360. PARTITION AND DISTRIBUTION OF ESTATE
1138611386 SUBCHAPTER A. APPLICATION FOR PARTITION AND DISTRIBUTION
1138711387 Sec. 360.001. GENERAL APPLICATION
1138811388 Sec. 360.002. APPLICATION FOR PARTIAL DISTRIBUTION
1138911389 [Sections 360.003-360.050 reserved for expansion]
1139011390 SUBCHAPTER B. CITATION
1139111391 Sec. 360.051. CITATION OF INTERESTED PERSONS
1139211392 Sec. 360.052. CITATION OF EXECUTOR OR ADMINISTRATOR
1139311393 [Sections 360.053-360.100 reserved for expansion]
1139411394 SUBCHAPTER C. PROCEEDINGS; EXPENSES
1139511395 Sec. 360.101. HEARING ON APPLICATION
1139611396 Sec. 360.102. COURT DECREE
1139711397 Sec. 360.103. EXPENSES OF PARTITION
1139811398 [Sections 360.104-360.150 reserved for expansion]
1139911399 SUBCHAPTER D. PARTITION AND DISTRIBUTION IF ESTATE PROPERTY IS
1140011400 CAPABLE OF DIVISION
1140111401 Sec. 360.151. APPOINTMENT OF COMMISSIONERS
1140211402 Sec. 360.152. WRIT OF PARTITION
1140311403 Sec. 360.153. PARTITION BY COMMISSIONERS
1140411404 Sec. 360.154. COMMISSIONERS' REPORT
1140511405 Sec. 360.155. COURT ACTION ON COMMISSIONERS' REPORT
1140611406 Sec. 360.156. DELIVERY OF PROPERTY
1140711407 Sec. 360.157. COMMISSIONERS' FEES
1140811408 [Sections 360.158-360.200 reserved for expansion]
1140911409 SUBCHAPTER E. PARTITION AND DISTRIBUTION IF ESTATE PROPERTY IS INCAPABLE OF DIVISION
1141011410 INCAPABLE OF DIVISION
1141111411 Sec. 360.201. COURT FINDING
1141211412 Sec. 360.202. SALE OF ESTATE PROPERTY
1141311413 Sec. 360.203. APPLICABILITY OF PROVISIONS RELATING TO
1141411414 SALE OF REAL ESTATE
1141511415 [Sections 360.204-360.250 reserved for expansion]
1141611416 SUBCHAPTER F. CERTAIN TYPES OF ESTATE PROPERTY
1141711417 Sec. 360.251. ESTATE CONSISTING ONLY OF MONEY OR DEBTS
1141811418 Sec. 360.252. ESTATE PROPERTY LOCATED IN ANOTHER
1141911419 COUNTY
1142011420 Sec. 360.253. COMMUNITY PROPERTY
1142111421 Sec. 360.254. JOINTLY OWNED PROPERTY
1142211422 [Sections 360.255-360.300 reserved for expansion]
1142311423 SUBCHAPTER G. ENFORCEMENT
1142411424 Sec. 360.301. LIABILITY FOR FAILURE TO DELIVER ESTATE
1142511425 PROPERTY
1142611426 CHAPTER 360. PARTITION AND DISTRIBUTION OF ESTATE
1142711427 SUBCHAPTER A. APPLICATION FOR PARTITION AND DISTRIBUTION
1142811428 Sec. 360.001. GENERAL APPLICATION. (a) At any time after
1142911429 the first anniversary of the date original letters testamentary or
1143011430 of administration are granted, an executor, administrator, heir, or
1143111431 devisee of a decedent's estate, by written application filed in the
1143211432 court in which the estate is pending, may request the partition and
1143311433 distribution of the estate.
1143411434 (b) An application under Subsection (a) must state:
1143511435 (1) the decedent's name;
1143611436 (2) the name and residence of each person entitled to a
1143711437 share of the estate and whether the person is an adult or a minor;
1143811438 (3) if the applicant does not know a fact required by
1143911439 Subdivision (2); and
1144011440 (4) the reasons why the estate should be partitioned
1144111441 and distributed. (Tex. Prob. Code, Secs. 373(a), (b).)
1144211442 Sec. 360.002. APPLICATION FOR PARTIAL DISTRIBUTION. (a)
1144311443 At any time after original letters testamentary or of
1144411444 administration are granted and the inventory, appraisement, and
1144511445 list of claims are filed and approved, an executor, administrator,
1144611446 heir, or devisee of a decedent's estate, by written application
1144711447 filed in the court in which the estate is pending, may request a
1144811448 distribution of any portion of the estate.
1144911449 (b) All interested parties, including known creditors, must
1145011450 be personally cited as in other distributions.
1145111451 (c) Except as provided by Subsection (d), the court, on
1145211452 proper citation and hearing, may distribute any portion of the
1145311453 estate the court considers advisable.
1145411454 (d) If a distribution is to be made to one or more heirs or
1145511455 devisees, but not to all heirs or devisees, the court shall require
1145611456 a refunding bond in an amount determined by the court to be filed
1145711457 with the court, unless a written waiver of the bond requirement is
1145811458 filed with the court by all interested parties. On approving the
1145911459 bond, if required, the court shall order the distribution of the
1146011460 relevant portion of the estate.
1146111461 (e) This section applies to corpus as well as income,
1146211462 notwithstanding any other provision of this title. (Tex. Prob.
1146311463 Code, Sec. 373(c).)
1146411464 [Sections 360.003-360.050 reserved for expansion]
1146511465 SUBCHAPTER B. CITATION
1146611466 Sec. 360.051. CITATION OF INTERESTED PERSONS. (a) On the
1146711467 filing of the application, the clerk shall issue a citation that:
1146811468 (1) states:
1146911469 (A) the decedent's name; and
1147011470 (B) the date the court will hear the application;
1147111471 and
1147211472 (2) requires all persons interested in the estate to
1147311473 appear and show cause why the estate should not be partitioned and
1147411474 distributed.
1147511475 (b) A citation under this section must be:
1147611476 (1) personally served on each person residing in the
1147711477 state who is entitled to a share of the estate and whose address is
1147811478 known; and
1147911479 (2) served by publication on any person entitled to a
1148011480 share of the estate:
1148111481 (A) whose identity or address is not known;
1148211482 (B) who is not a resident of this state; or
1148311483 (C) who is a resident of this state but is absent
1148411484 from this state. (Tex. Prob. Code, Sec. 374.)
1148511485 Sec. 360.052. CITATION OF EXECUTOR OR ADMINISTRATOR. When
1148611486 a person other than the executor or administrator applies for
1148711487 partition and distribution, the executor or administrator must also
1148811488 be cited to appear and answer the application and file in court a
1148911489 verified exhibit and account of the condition of the estate, as in
1149011490 the case of a final settlement. (Tex. Prob. Code, Sec. 375.)
1149111491 [Sections 360.053-360.100 reserved for expansion]
1149211492 SUBCHAPTER C. PROCEEDINGS; EXPENSES
1149311493 Sec. 360.101. HEARING ON APPLICATION. (a) At the hearing
1149411494 on an application for partition and distribution, the court shall
1149511495 determine:
1149611496 (1) the residue of the estate that is subject to
1149711497 partition and distribution;
1149811498 (2) the persons entitled by law to partition and
1149911499 distribution and those persons' respective shares; and
1150011500 (3) whether an advancement has been made to any of the
1150111501 persons described by Subdivision (2), and if so, the nature and
1150211502 value of the advancement.
1150311503 (b) For purposes of Subsection (a)(1), the residue of the
1150411504 estate is determined by deducting from the entire assets of the
1150511505 estate remaining on hand:
1150611506 (1) the amount of all debts and expenses that:
1150711507 (A) have been approved or established by judgment
1150811508 but not paid; or
1150911509 (B) may be established by judgment in the future;
1151011510 and
1151111511 (2) the probable future expenses of administration.
1151211512 (c) If an advancement described by Subsection (a)(3) has
1151311513 been made, the court shall require the advancement to be placed in
1151411514 hotchpotch as required by the law governing intestate succession.
1151511515 (Tex. Prob. Code, Sec. 377.)
1151611516 Sec. 360.102. COURT DECREE. If the court determines that
1151711517 the estate should be partitioned and distributed, the court shall
1151811518 enter a decree stating:
1151911519 (1) the name and address, if known, of each person
1152011520 entitled to a share of the estate, specifying:
1152111521 (A) which of those persons are known to be
1152211522 minors;
1152311523 (B) the name of the minors' guardian or guardian
1152411524 ad litem; and
1152511525 (C) the name of the attorney appointed to
1152611526 represent those persons who are unknown or who are not residents of
1152711527 this state;
1152811528 (2) the proportional part of the estate to which each
1152911529 person is entitled;
1153011530 (3) a full description of all the estate to be
1153111531 distributed; and
1153211532 (4) that the executor or administrator must retain
1153311533 possession of a sufficient amount of money or property to pay all
1153411534 debts, taxes, and expenses of administration and specifying the
1153511535 amount of money or the property to be retained. (Tex. Prob. Code,
1153611536 Sec. 378.)
1153711537 Sec. 360.103. EXPENSES OF PARTITION. (a) The distributees
1153811538 shall pay the expense of the estate's partition pro rata.
1153911539 (b) The portion of the estate allotted to a distributee is
1154011540 liable for the distributee's portion of the partition expense, and,
1154111541 if not paid, the court may order execution for the expense in the
1154211542 names of the persons entitled to payment of the expense. (Tex.
1154311543 Prob. Code, Sec. 387.)
1154411544 [Sections 360.104-360.150 reserved for expansion]
1154511545 SUBCHAPTER D. PARTITION AND DISTRIBUTION IF ESTATE PROPERTY IS
1154611546 CAPABLE OF DIVISION
1154711547 Sec. 360.151. APPOINTMENT OF COMMISSIONERS. If the estate
1154811548 does not consist entirely of money or debts due to the estate and
1154911549 the court has not previously determined that the estate is
1155011550 incapable of partition, the court shall appoint three or more
1155111551 discreet and disinterested persons as commissioners to make a
1155211552 partition and distribution of the estate. (Tex. Prob. Code, Sec.
1155311553 380(a).)
1155411554 Sec. 360.152. WRIT OF PARTITION. (a) When commissioners
1155511555 are appointed under Section 360.151, the clerk shall issue a writ of
1155611556 partition directed to the commissioners, commanding the
1155711557 commissioners to:
1155811558 (1) proceed promptly to make the partition and
1155911559 distribution in accordance with the court decree; and
1156011560 (2) return the writ, with the commissioners'
1156111561 proceedings under the writ, on a date stated in the writ.
1156211562 (b) A copy of the court decree must accompany the writ.
1156311563 (c) The writ must be served by:
1156411564 (1) delivering the writ and the accompanying copy of
1156511565 the court decree to one of the commissioners; and
1156611566 (2) notifying the other commissioners, verbally or
1156711567 otherwise, of the commissioners' appointment.
1156811568 (d) Service under Subsection (c) may be made by any person.
1156911569 (Tex. Prob. Code, Sec. 380(b).)
1157011570 Sec. 360.153. PARTITION BY COMMISSIONERS. (a) The
1157111571 commissioners shall make a fair, just, and impartial partition and
1157211572 distribution of the estate in the following order and manner:
1157311573 (1) if the real estate is capable of being divided
1157411574 without manifest injury to all or any of the distributees, the
1157511575 commissioners shall partition and distribute the land or other
1157611576 property by allotting to each distributee:
1157711577 (A) a share in each parcel;
1157811578 (B) shares in one or more parcels; or
1157911579 (C) one or more parcels separately, with or
1158011580 without the addition of a share of other parcels;
1158111581 (2) if the real estate is not capable of a fair, just,
1158211582 and equal division in kind, but may be made capable of a fair, just,
1158311583 and equal division in kind by allotting to one or more of the
1158411584 distributees a proportion of the money or other personal property
1158511585 to supply the deficiency, the commissioners may make, as nearly as
1158611586 possible, an equal division of the real estate and supply the
1158711587 deficiency of any share from the money or other personal property;
1158811588 and
1158911589 (3) the commissioners shall:
1159011590 (A) make a like division in kind, as nearly as
1159111591 possible, of the money and other personal property; and
1159211592 (B) determine by lot, among equal shares, to whom
1159311593 each share shall belong.
1159411594 (b) The commissioners shall allot the land or other property
1159511595 under Subsection (a)(1) in the manner described by that subsection
1159611596 that is most in the interest of the distributees. (Tex. Prob. Code,
1159711597 Sec. 380(c).)
1159811598 Sec. 360.154. COMMISSIONERS' REPORT. (a) After dividing
1159911599 all or any part of the estate, at least a majority of the
1160011600 commissioners shall make a written, sworn report to the court that:
1160111601 (1) states the property divided by the commissioners;
1160211602 and
1160311603 (2) describes in particular the property allotted to
1160411604 each distributee and the value of that property.
1160511605 (b) If real estate was divided, the report must also contain
1160611606 a general plat of the land with:
1160711607 (1) the division lines plainly set down; and
1160811608 (2) the number of acres in each share. (Tex. Prob.
1160911609 Code, Sec. 380(d).)
1161011610 Sec. 360.155. COURT ACTION ON COMMISSIONERS' REPORT. (a)
1161111611 On the return of a commissioners' report under Section 360.154, the
1161211612 court shall:
1161311613 (1) examine the report carefully; and
1161411614 (2) hear:
1161511615 (A) all exceptions and objections to the report;
1161611616 and
1161711617 (B) all evidence in favor of or against the
1161811618 report.
1161911619 (b) If the report is informal, the court shall have the
1162011620 informality corrected.
1162111621 (c) If the division appears to have been fairly made
1162211622 according to law and no valid exceptions are taken to the division,
1162311623 the court shall approve the division and enter a decree vesting
1162411624 title in the distributees of the distributees' respective shares or
1162511625 portions of the property as set apart to the distributees by the
1162611626 commissioners.
1162711627 (d) If the division does not appear to have been fairly made
1162811628 according to law or a valid exception is taken to the division, the
1162911629 court may:
1163011630 (1) set aside the report and division; and
1163111631 (2) order a new partition to be made. (Tex. Prob.
1163211632 Code, Sec. 380(e).)
1163311633 Sec. 360.156. DELIVERY OF PROPERTY. When the
1163411634 commissioners' report has been approved and ordered to be recorded,
1163511635 the court shall order the executor or administrator to deliver to
1163611636 the distributees on demand the distributees' respective shares of
1163711637 the estate, including all the title deeds and documents belonging
1163811638 to the distributees. (Tex. Prob. Code, Sec. 380(f).)
1163911639 Sec. 360.157. COMMISSIONERS' FEES. A commissioner who
1164011640 partitions and distributes an estate under this subchapter is
1164111641 entitled to $5 for each day the commissioner necessarily engages in
1164211642 performing the commissioner's duties, to be taxed and paid as other
1164311643 costs in cases of partition. (Tex. Prob. Code, Sec. 380(g).)
1164411644 [Sections 360.158-360.200 reserved for expansion]
1164511645 SUBCHAPTER E. PARTITION AND DISTRIBUTION IF ESTATE PROPERTY IS
1164611646 INCAPABLE OF DIVISION
1164711647 Sec. 360.201. COURT FINDING. If, in the court's opinion,
1164811648 all or part of an estate is not capable of a fair and equal partition
1164911649 and distribution, the court shall make a special written finding
1165011650 specifying the property incapable of division. (Tex. Prob. Code,
1165111651 Sec. 381(a).)
1165211652 Sec. 360.202. SALE OF ESTATE PROPERTY. (a) When the court
1165311653 has found that all or part of an estate is not capable of fair and
1165411654 equal division, the court shall order the sale of all estate
1165511655 property not capable of fair and equal division.
1165611656 (b) The sale must be made by the executor or administrator
1165711657 in the manner provided for the sale of real estate to satisfy estate
1165811658 debts.
1165911659 (c) The court shall distribute the proceeds collected from
1166011660 the sale to the persons entitled to the proceeds.
1166111661 (d) A distributee who buys property at the sale is required
1166211662 to pay or secure only the amount by which the distributee's bid
1166311663 exceeds the amount of the distributee's share of the property.
1166411664 (Tex. Prob. Code, Secs. 381(b), (c).)
1166511665 Sec. 360.203. APPLICABILITY OF PROVISIONS RELATING TO SALE
1166611666 OF REAL ESTATE. The provisions of this title relating to reports of
1166711667 sales of real estate, the giving of an increased general or
1166811668 additional bond on the sale of real estate, and the vesting of title
1166911669 to property sold by decree or by deed apply to sales made under this
1167011670 subchapter. (Tex. Prob. Code, Sec. 381(d).)
1167111671 [Sections 360.204-360.250 reserved for expansion]
1167211672 SUBCHAPTER F. CERTAIN TYPES OF ESTATE PROPERTY
1167311673 Sec. 360.251. ESTATE CONSISTING ONLY OF MONEY OR DEBTS. If
1167411674 the estate to be distributed consists only of money or debts due to
1167511675 the estate, the court shall:
1167611676 (1) set the amount to which each distributee is
1167711677 entitled; and
1167811678 (2) order the executor or administrator to pay and
1167911679 deliver that amount. (Tex. Prob. Code, Sec. 379.)
1168011680 Sec. 360.252. ESTATE PROPERTY LOCATED IN ANOTHER COUNTY.
1168111681 (a) If any portion of the estate to be partitioned is located in
1168211682 another county and cannot be fairly partitioned without prejudice
1168311683 to the distributees' interests, the commissioners may report those
1168411684 facts to the court in writing.
1168511685 (b) On the making of a report under Subsection (a), if the
1168611686 court is satisfied that the property cannot be fairly divided or
1168711687 that the sale of the property would be more advantageous to the
1168811688 distributees, the court may order a sale of the property. The sale
1168911689 must be conducted in the manner provided by Subchapter E for the
1169011690 sale of property that is not capable of fair and equal division.
1169111691 (c) If the court is not satisfied that the property cannot
1169211692 be fairly and advantageously divided, or that the sale of the
1169311693 property would be more advantageous to the distributees, the court
1169411694 may appoint three or more commissioners in each county in which the
1169511695 property is located. If the court appoints commissioners under
1169611696 this subsection, the proceedings under Subchapter D for partition
1169711697 by commissioners must be followed. (Tex. Prob. Code, Sec. 382.)
1169811698 Sec. 360.253. COMMUNITY PROPERTY. (a) If a spouse dies
1169911699 leaving community property, the surviving spouse, at any time after
1170011700 letters testamentary or of administration have been granted and an
1170111701 inventory, appraisement, and list of claims of the estate have been
1170211702 returned, may apply in writing to the court that granted the letters
1170311703 for a partition of the community property.
1170411704 (b) The surviving spouse shall execute and deliver a bond to
1170511705 the judge of the court described by Subsection (a). The bond must
1170611706 be:
1170711707 (1) with a corporate surety or at least two good and
1170811708 sufficient personal sureties;
1170911709 (2) payable to and approved by the judge;
1171011710 (3) in an amount equal to the value of the surviving
1171111711 spouse's interest in the community property; and
1171211712 (4) conditioned for the payment of half of all debts
1171311713 existing against the community property.
1171411714 (c) The court shall proceed to partition the community
1171511715 property into two equal moieties, one to be delivered to the
1171611716 surviving spouse and the other to be delivered to the executor or
1171711717 administrator of the deceased spouse's estate.
1171811718 (d) If a partition is made under this section:
1171911719 (1) a lien exists on the property delivered to the
1172011720 surviving spouse to secure the payment of the bond required under
1172111721 Subsection (b); and
1172211722 (2) any creditor of the community estate:
1172311723 (A) may sue in the creditor's own name on the
1172411724 bond; and
1172511725 (B) is entitled:
1172611726 (i) to have judgment on the bond for half of
1172711727 the debt the creditor establishes; and
1172811728 (ii) to be paid by the executor or
1172911729 administrator of the deceased spouse's estate for the other half.
1173011730 (e) The provisions of this title relating to the partition
1173111731 and distribution of an estate apply to a partition under this
1173211732 section to the extent applicable. (Tex. Prob. Code, Sec. 385.)
1173311733 Sec. 360.254. JOINTLY OWNED PROPERTY. (a) A person who has
1173411734 a joint interest with a decedent's estate in any property may apply
1173511735 to the court that granted letters testamentary or of administration
1173611736 on the estate for a partition of the property.
1173711737 (b) On application under Subsection (a), the court shall
1173811738 partition the property between the applicant and the decedent's
1173911739 estate.
1174011740 (c) The provisions of this title relating to the partition
1174111741 and distribution of an estate govern a partition under this section
1174211742 to the extent applicable. (Tex. Prob. Code, Sec. 386.)
1174311743 [Sections 360.255-360.300 reserved for expansion]
1174411744 SUBCHAPTER G. ENFORCEMENT
1174511745 Sec. 360.301. LIABILITY FOR FAILURE TO DELIVER ESTATE
1174611746 PROPERTY. (a) If an executor or administrator neglects, when
1174711747 demanded, to deliver a portion of an estate ordered to be delivered
1174811748 to a person entitled to that portion, the person may file with the
1174911749 court clerk a written complaint alleging:
1175011750 (1) the fact of the neglect;
1175111751 (2) the date of the person's demand; and
1175211752 (3) other relevant facts.
1175311753 (b) On the filing of a complaint under Subsection (a), the
1175411754 court clerk shall issue a citation to be served personally on the
1175511755 executor or administrator. The citation must:
1175611756 (1) apprise the executor or administrator of the
1175711757 complaint; and
1175811758 (2) cite the executor or administrator to appear
1175911759 before the court and answer, if the executor or administrator
1176011760 desires, at the time designated in the citation.
1176111761 (c) If at the hearing the court finds that the citation was
1176211762 properly served and returned and that the executor or administrator
1176311763 is guilty of the neglect alleged, the court shall enter an order to
1176411764 that effect.
1176511765 (d) An executor or administrator found guilty under
1176611766 Subsection (c) is liable to the complainant for damages at the rate
1176711767 of 10 percent of the amount or the appraised value of the portion of
1176811768 the estate neglectfully withheld, per month, for each month or
1176911769 fraction of a month that the portion is or has been neglectfully
1177011770 withheld after the date of demand. Damages under this subsection
1177111771 may be recovered in any court of competent jurisdiction. (Tex.
1177211772 Prob. Code, Sec. 384.)
1177311773 CHAPTER 361. DEATH, RESIGNATION, OR REMOVAL OF PERSONAL REPRESENTATIVES; APPOINTMENT OF SUCCESSORS
1177411774 REPRESENTATIVES; APPOINTMENT OF SUCCESSORS
1177511775 SUBCHAPTER A. RESIGNATION OF PERSONAL REPRESENTATIVE
1177611776 Sec. 361.001. RESIGNATION APPLICATION
1177711777 Sec. 361.002. IMMEDIATE APPOINTMENT OF SUCCESSOR;
1177811778 DISCHARGE AND RELEASE
1177911779 Sec. 361.003. HEARING DATE; CITATION
1178011780 Sec. 361.004. HEARING
1178111781 Sec. 361.005. REQUIREMENTS FOR DISCHARGE
1178211782 [Sections 361.006-361.050 reserved for expansion]
1178311783 SUBCHAPTER B. REMOVAL AND REINSTATEMENT OF PERSONAL REPRESENTATIVE
1178411784 Sec. 361.051. REMOVAL WITHOUT NOTICE
1178511785 Sec. 361.052. REMOVAL WITH NOTICE
1178611786 Sec. 361.053. REMOVAL ORDER
1178711787 Sec. 361.054. REMOVAL AND REINSTATEMENT OF PERSONAL
1178811788 CIRCUMSTANCES
1178911789 [Sections 361.055-361.100 reserved for expansion]
1179011790 SUBCHAPTER C. APPOINTMENT OF SUCCESSOR REPRESENTATIVE
1179111791 Sec. 361.101. REQUIREMENTS FOR REVOCATION OF LETTERS
1179211792 Sec. 361.102. APPOINTMENT BECAUSE OF DEATH,
1179311793 RESIGNATION, OR REMOVAL
1179411794 Sec. 361.103. APPOINTMENT BECAUSE OF EXISTENCE OF
1179511795 PRIOR RIGHT
1179611796 Sec. 361.104. APPOINTMENT WHEN NAMED EXECUTOR BECOMES
1179711797 AN ADULT
1179811798 Sec. 361.105. APPOINTMENT OF FORMERLY SICK OR ABSENT
1179911799 EXECUTOR
1180011800 Sec. 361.106. APPOINTMENT WHEN WILL DISCOVERED AFTER
1180111801 GRANT OF ADMINISTRATION
1180211802 [Sections 361.107-361.150 reserved for expansion]
1180311803 SUBCHAPTER D. PROCEDURES AFTER DEATH, RESIGNATION, OR REMOVAL OF PERSONAL REPRESENTATIVE
1180411804 PERSONAL REPRESENTATIVE
1180511805 Sec. 361.151. PAYMENT TO ESTATE WHILE OFFICE OF
1180611806 PERSONAL REPRESENTATIVE IS VACANT
1180711807 Sec. 361.152. FURTHER ADMINISTRATION WITH OR WITHOUT
1180811808 NOTICE OR WILL ANNEXED
1180911809 Sec. 361.153. RIGHTS, POWERS, AND DUTIES OF SUCCESSOR
1181011810 REPRESENTATIVE
1181111811 Sec. 361.154. SUCCESSOR EXECUTOR ALSO SUCCEEDS TO
1181211812 PRIOR RIGHTS AND DUTIES
1181311813 Sec. 361.155. SUCCESSOR REPRESENTATIVE TO RETURN
1181411814 CLAIMS
1181511815 CHAPTER 361. DEATH, RESIGNATION, OR REMOVAL OF PERSONAL
1181611816 REPRESENTATIVES; APPOINTMENT OF SUCCESSORS
1181711817 SUBCHAPTER A. RESIGNATION OF PERSONAL REPRESENTATIVE
1181811818 Sec. 361.001. RESIGNATION APPLICATION. A personal
1181911819 representative who wishes to resign the representative's trust
1182011820 shall file a written application with the court clerk, accompanied
1182111821 by a complete and verified exhibit and final account showing the
1182211822 true condition of the estate entrusted to the representative's
1182311823 care. (Tex. Prob. Code, Sec. 221(a).)
1182411824 Sec. 361.002. IMMEDIATE APPOINTMENT OF SUCCESSOR;
1182511825 DISCHARGE AND RELEASE. (a) If the necessity exists, the court may
1182611826 immediately accept the resignation of a personal representative and
1182711827 appoint a successor representative.
1182811828 (b) The court may not discharge a person whose resignation
1182911829 is accepted under Subsection (a), or release the person or the
1183011830 sureties on the person's bond, until a final order has been issued
1183111831 or judgment has been rendered on the final account required under
1183211832 Section 361.001. (Tex. Prob. Code, Sec. 221(b).)
1183311833 Sec. 361.003. HEARING DATE; CITATION. (a) When an
1183411834 application to resign as personal representative is filed under
1183511835 Section 361.001, supported by the exhibit and final account
1183611836 required under that section, the court clerk shall bring the
1183711837 application to the judge's attention and the judge shall set a date
1183811838 for a hearing on the matter.
1183911839 (b) After a hearing is set under Subsection (a), the clerk
1184011840 shall issue a citation to all interested persons, showing:
1184111841 (1) that an application that complies with Section
1184211842 361.001 has been filed; and
1184311843 (2) the time and place set for the hearing at which the
1184411844 interested persons may appear and contest the exhibit and final
1184511845 account supporting the application.
1184611846 (c) Unless the court directs that the citation under
1184711847 Subsection (b) be published, the citation must be posted. (Tex.
1184811848 Prob. Code, Sec. 221(c).)
1184911849 Sec. 361.004. HEARING. (a) At the time set for the hearing
1185011850 under Section 361.003, unless the court continues the hearing, and
1185111851 if the court finds that the citation required under that section has
1185211852 been properly issued and served, the court shall:
1185311853 (1) examine the exhibit and final account required by
1185411854 Section 361.001;
1185511855 (2) hear all evidence for and against the exhibit and
1185611856 final account; and
1185711857 (3) if necessary, restate and audit and settle the
1185811858 exhibit and final account.
1185911859 (b) If the court is satisfied that the matters entrusted to
1186011860 the personal representative applying to resign have been handled
1186111861 and accounted for in accordance with the law, the court shall:
1186211862 (1) enter an order approving the exhibit and final
1186311863 account; and
1186411864 (2) require that any estate property remaining in the
1186511865 applicant's possession be delivered to the persons entitled by law
1186611866 to receive the property. (Tex. Prob. Code, Sec. 221(d).)
1186711867 Sec. 361.005. REQUIREMENTS FOR DISCHARGE. (a) A personal
1186811868 representative applying to resign may not be discharged until:
1186911869 (1) the resignation application has been heard;
1187011870 (2) the exhibit and final account required under
1187111871 Section 361.001 have been examined, settled, and approved; and
1187211872 (3) the applicant has satisfied the court that the
1187311873 applicant has:
1187411874 (A) delivered any estate property remaining in
1187511875 the applicant's possession; or
1187611876 (B) complied with all lawful orders of the court
1187711877 with relation to the applicant's trust as representative.
1187811878 (b) When a personal representative applying to resign has
1187911879 fully complied with the orders of the court, the court shall enter
1188011880 an order:
1188111881 (1) accepting the resignation; and
1188211882 (2) discharging the applicant, and, if the applicant
1188311883 is under bond, the applicant's sureties. (Tex. Prob. Code, Secs.
1188411884 221(e), (f).)
1188511885 [Sections 361.006-361.050 reserved for expansion]
1188611886 SUBCHAPTER B. REMOVAL AND REINSTATEMENT OF PERSONAL REPRESENTATIVE
1188711887 Sec. 361.051. REMOVAL WITHOUT NOTICE. The court, on the
1188811888 court's own motion or on the motion of any interested person, and
1188911889 without notice, may remove a personal representative appointed
1189011890 under this title who:
1189111891 (1) neglects to qualify in the manner and time
1189211892 required by law;
1189311893 (2) fails to return, before the 91st day after the date
1189411894 the representative qualifies, an inventory of the estate property
1189511895 and a list of claims that have come to the representative's
1189611896 knowledge, unless that deadline is extended by court order;
1189711897 (3) if required, fails to give a new bond within the
1189811898 time prescribed;
1189911899 (4) is absent from the state for a consecutive period
1190011900 of three or more months without the court's permission, or moves out
1190111901 of state;
1190211902 (5) cannot be served with notices or other processes
1190311903 because:
1190411904 (A) the representative's whereabouts are
1190511905 unknown;
1190611906 (B) the representative is eluding service; or
1190711907 (C) the representative is a nonresident of this
1190811908 state who does not have a resident agent to accept service of
1190911909 process in any probate proceeding or other action relating to the
1191011910 estate; or
1191111911 (6) subject to Section 361.054(a), has misapplied,
1191211912 embezzled, or removed from the state, or is about to misapply,
1191311913 embezzle, or remove from the state, all or part of the property
1191411914 entrusted to the representative's care. (Tex. Prob. Code, Sec.
1191511915 222(a)(1).)
1191611916 Sec. 361.052. REMOVAL WITH NOTICE. The court may remove a
1191711917 personal representative on the court's own motion, or on the
1191811918 complaint of any interested person, after the representative has
1191911919 been cited by personal service to answer at a time and place fixed
1192011920 in the notice, if:
1192111921 (1) sufficient grounds appear to support a belief that
1192211922 the representative has misapplied, embezzled, or removed from the
1192311923 state, or is about to misapply, embezzle, or remove from the state,
1192411924 all or part of the property entrusted to the representative's care;
1192511925 (2) the representative fails to return any account
1192611926 required by law to be made;
1192711927 (3) the representative fails to obey a proper order of
1192811928 the court that has jurisdiction with respect to the performance of
1192911929 the representative's duties;
1193011930 (4) the representative is proved to have been guilty
1193111931 of gross misconduct, or mismanagement in the performance of the
1193211932 representative's duties;
1193311933 (5) the representative:
1193411934 (A) becomes incapacitated;
1193511935 (B) is sentenced to the penitentiary; or
1193611936 (C) from any other cause, becomes incapable of
1193711937 properly performing the duties of the representative's trust; or
1193811938 (6) the representative, as executor or administrator,
1193911939 fails to:
1194011940 (A) make a final settlement by the third
1194111941 anniversary of the date letters testamentary or of administration
1194211942 are granted, unless that period is extended by the court on a
1194311943 showing of sufficient cause supported by oath; or
1194411944 (B) timely file the affidavit or certificate
1194511945 required by Section 308.004. (Tex. Prob. Code, Sec. 222(b).)
1194611946 Sec. 361.053. REMOVAL ORDER. An order removing a personal
1194711947 representative must:
1194811948 (1) state the cause of the removal;
1194911949 (2) require that, if the removed representative has
1195011950 been personally served with citation, any letters testamentary or
1195111951 of administration issued to the removed representative be
1195211952 surrendered, and that, regardless of whether the letters have been
1195311953 delivered, all the letters be canceled of record; and
1195411954 (3) require the removed representative to deliver any
1195511955 estate property in the representative's possession to the persons
1195611956 entitled to the property or to the person who has been appointed and
1195711957 has qualified as successor representative. (Tex. Prob. Code, Sec.
1195811958 222(c).)
1195911959 Sec. 361.054. REMOVAL AND REINSTATEMENT OF PERSONAL
1196011960 REPRESENTATIVE UNDER CERTAIN CIRCUMSTANCES. (a) The court may
1196111961 remove a personal representative under Section 361.051(6) only on
1196211962 the presentation of clear and convincing evidence given under oath.
1196311963 (b) Not later than the 10th day after the date the court
1196411964 signs the order of removal, a personal representative who is
1196511965 removed under Section 361.051(6) may file an application with the
1196611966 court for a hearing to determine whether the representative should
1196711967 be reinstated.
1196811968 (c) On the filing of an application under Subsection (b),
1196911969 the court clerk shall issue to the applicant and to the successor
1197011970 representative of the decedent's estate a notice stating:
1197111971 (1) that an application for reinstatement has been
1197211972 filed;
1197311973 (2) the name of the decedent from whose estate the
1197411974 applicant was removed as personal representative; and
1197511975 (3) the name of the applicant for reinstatement.
1197611976 (d) The notice required by Subsection (c) must cite all
1197711977 persons interested in the estate to appear at the time and place
1197811978 stated in the notice if the persons wish to contest the application.
1197911979 (e) If, at the conclusion of a hearing under this section,
1198011980 the court is satisfied by a preponderance of the evidence that the
1198111981 personal representative applying for reinstatement did not engage
1198211982 in the conduct that directly led to the applicant's removal, the
1198311983 court shall:
1198411984 (1) set aside any order appointing a successor
1198511985 representative; and
1198611986 (2) enter an order reinstating the applicant as
1198711987 personal representative of the estate.
1198811988 (f) If the court sets aside the appointment of a successor
1198911989 representative under this section, the court may require the
1199011990 successor representative to prepare and file, under oath, an
1199111991 accounting of the estate and to detail the disposition the
1199211992 successor has made of the estate property. (Tex. Prob. Code, Secs.
1199311993 222(a)(2), 222A.)
1199411994 [Sections 361.055-361.100 reserved for expansion]
1199511995 SUBCHAPTER C. APPOINTMENT OF SUCCESSOR REPRESENTATIVE
1199611996 Sec. 361.101. REQUIREMENTS FOR REVOCATION OF LETTERS.
1199711997 Except as otherwise expressly provided by this title, the court may
1199811998 revoke letters testamentary or of administration and grant other
1199911999 letters only:
1200012000 (1) on application; and
1200112001 (2) after personal service of citation on the person,
1200212002 if living, whose letters are sought to be revoked, requiring the
1200312003 person to appear and show cause why the application should not be
1200412004 granted. (Tex. Prob. Code, Sec. 220(f).)
1200512005 Sec. 361.102. APPOINTMENT BECAUSE OF DEATH, RESIGNATION, OR
1200612006 REMOVAL. (a) If a person appointed as personal representative
1200712007 fails to qualify or, after qualifying, dies, resigns, or is
1200812008 removed, the court may, on application, appoint a successor
1200912009 representative if the appointment of a successor is necessary. The
1201012010 appointment may be made before a final accounting is filed or before
1201112011 any action on a final accounting is taken. In the event of death,
1201212012 the legal representatives of the deceased personal representative
1201312013 shall account for, pay, and deliver all estate property that was
1201412014 entrusted to the deceased personal representative's care to the
1201512015 persons legally entitled to receive the property, at the time and in
1201612016 the manner ordered by the court.
1201712017 (b) The court may appoint a successor representative under
1201812018 this section without citation or notice if the court finds that the
1201912019 immediate appointment of a successor representative is necessary.
1202012020 (Tex. Prob. Code, Sec. 220(a).)
1202112021 Sec. 361.103. APPOINTMENT BECAUSE OF EXISTENCE OF PRIOR
1202212022 RIGHT. If letters testamentary or of administration have been
1202312023 granted to a person and another person applies for letters, the
1202412024 court shall revoke the initial letters and grant letters to the
1202512025 second applicant if the second applicant:
1202612026 (1) is qualified;
1202712027 (2) has a prior right to the letters; and
1202812028 (3) has not waived the prior right to the letters.
1202912029 (Tex. Prob. Code, Sec. 220(b).)
1203012030 Sec. 361.104. APPOINTMENT WHEN NAMED EXECUTOR BECOMES AN
1203112031 ADULT. (a) A person named as executor in a will who was not an
1203212032 adult when the will was probated is entitled to have letters
1203312033 testamentary or of administration that were granted to another
1203412034 person revoked and appropriate letters granted to the named
1203512035 executor on proof that the named executor has become an adult and is
1203612036 not otherwise disqualified.
1203712037 (b) This subsection applies only if a will names two or more
1203812038 persons as executor. A person named as an executor in the will who
1203912039 was a minor when the will was probated may, on becoming an adult,
1204012040 qualify and receive letters if:
1204112041 (1) letters have been issued only to the named
1204212042 executors in the will who were adults when the will was probated;
1204312043 and
1204412044 (2) the person is not otherwise disqualified from
1204512045 receiving letters. (Tex. Prob. Code, Sec. 220(c).)
1204612046 Sec. 361.105. APPOINTMENT OF FORMERLY SICK OR ABSENT
1204712047 EXECUTOR. (a) This section applies only to a person named as
1204812048 executor in a will who was sick or absent from the state when the
1204912049 testator died or the will was proved and, as a result, could not:
1205012050 (1) present the will for probate before the 31st day
1205112051 after the date of the testator's death; or
1205212052 (2) accept and qualify as executor before the 21st day
1205312053 after the date the will is probated.
1205412054 (b) A person to whom this section applies may accept and
1205512055 qualify as executor before the 61st day after the date the person
1205612056 returns to the state or recovers from illness if proof is presented
1205712057 to the court that the person was ill or absent.
1205812058 (c) If a person accepts and qualifies as executor under
1205912059 Subsection (b) and letters testamentary or of administration have
1206012060 been issued to another person, the court shall revoke the other
1206112061 person's letters. (Tex. Prob. Code, Sec. 220(d).)
1206212062 Sec. 361.106. APPOINTMENT WHEN WILL DISCOVERED AFTER GRANT
1206312063 OF ADMINISTRATION. If, after letters of administration have been
1206412064 issued, it is discovered that the decedent left a lawful will, the
1206512065 court shall revoke the letters of administration and issue proper
1206612066 letters to any persons entitled to the letters. (Tex. Prob. Code,
1206712067 Sec. 220(e).)
1206812068 [Sections 361.107-361.150 reserved for expansion]
1206912069 SUBCHAPTER D. PROCEDURES AFTER DEATH, RESIGNATION, OR REMOVAL OF
1207012070 PERSONAL REPRESENTATIVE
1207112071 Sec. 361.151. PAYMENT TO ESTATE WHILE OFFICE OF PERSONAL
1207212072 REPRESENTATIVE IS VACANT. (a) A debtor, obligor, or payor may pay
1207312073 or tender money or another thing of value falling due to an estate
1207412074 while the office of personal representative of the estate is vacant
1207512075 to the court clerk for the credit of the estate.
1207612076 (b) Payment or tender under Subsection (a) discharges the
1207712077 debtor, obligor, or payor of the obligation for all purposes to the
1207812078 extent and purpose of the payment or tender.
1207912079 (c) If the court clerk accepts payment or tender under this
1208012080 section, the court clerk shall issue a receipt for the payment or
1208112081 tender. (Tex. Prob. Code, Sec. 220(g).)
1208212082 Sec. 361.152. FURTHER ADMINISTRATION WITH OR WITHOUT NOTICE
1208312083 OR WILL ANNEXED. (a) If an estate is unrepresented as a result of
1208412084 the death, removal, or resignation of the estate's personal
1208512085 representative, and on application by a qualified person interested
1208612086 in the estate, the court shall grant further administration of the
1208712087 estate if necessary, and with the will annexed if there is a will.
1208812088 (b) An appointment under Subsection (a) shall be made on
1208912089 notice and after a hearing, as in the case of an original
1209012090 appointment, except that, if the court finds that the immediate
1209112091 appointment of a successor representative is necessary, the court
1209212092 may appoint the successor on application but without citation or
1209312093 notice. (Tex. Prob. Code, Sec. 223.)
1209412094 Sec. 361.153. RIGHTS, POWERS, AND DUTIES OF SUCCESSOR
1209512095 REPRESENTATIVE. (a) If a personal representative of an estate not
1209612096 administered succeeds another personal representative, the
1209712097 successor representative has all rights, powers, and duties of the
1209812098 predecessor, other than those rights and powers conferred on the
1209912099 predecessor by will that are different from those conferred by this
1210012100 title on personal representatives generally. Subject to that
1210112101 exception, the successor representative shall administer the
1210212102 estate as if the successor's administration were a continuation of
1210312103 the former administration.
1210412104 (b) A successor representative shall account for all the
1210512105 estate property that came into the predecessor's possession, and is
1210612106 entitled to any order or remedy that the court has the power to give
1210712107 to enforce the delivery of the estate property and the liability of
1210812108 the predecessor's sureties for any portion of the estate property
1210912109 that is not delivered. The successor is not required to account for
1211012110 any portion of the estate property that the successor failed to
1211112111 recover after due diligence.
1211212112 (c) In addition to the powers granted under Subsections (a)
1211312113 and (b), a successor representative may:
1211412114 (1) make himself or herself, and may be made, a party
1211512115 to a suit prosecuted by or against the successor's predecessors;
1211612116 (2) settle with the predecessor, and receive and give
1211712117 a receipt for any portion of the estate property that remains in the
1211812118 predecessor's possession; or
1211912119 (3) commence a suit on the bond or bonds of the
1212012120 predecessor, in the successor's own name and capacity, for all the
1212112121 estate property that:
1212212122 (A) came into the predecessor's possession; and
1212312123 (B) has not been accounted for by the
1212412124 predecessor. (Tex. Prob. Code, Secs. 224, 225.)
1212512125 Sec. 361.154. SUCCESSOR EXECUTOR ALSO SUCCEEDS TO PRIOR
1212612126 RIGHTS AND DUTIES. An executor who accepts appointment and
1212712127 qualifies after letters of administration have been granted on the
1212812128 estate shall, in the manner prescribed by Section 361.153, succeed
1212912129 to the previous administrator, and shall administer the estate as
1213012130 if the executor's administration were a continuation of the former
1213112131 administration, subject to any legal directions of the testator
1213212132 with respect to the estate that are contained in the will. (Tex.
1213312133 Prob. Code, Sec. 226.)
1213412134 Sec. 361.155. SUCCESSOR REPRESENTATIVE TO RETURN
1213512135 INVENTORY, APPRAISEMENT, AND LIST OF CLAIMS. (a) An appointee who
1213612136 has qualified to succeed a former personal representative shall
1213712137 make and return to the court an inventory, appraisement, and list of
1213812138 claims of the estate before the 91st day after the date the personal
1213912139 representative qualifies, in the manner required of an original
1214012140 appointee, and shall also return additional inventories,
1214112141 appraisements, and lists of claims in the manner required of an
1214212142 original appointee.
1214312143 (b) On the application of any person interested in the
1214412144 estate, the court shall, in an order appointing a successor
1214512145 representative of an estate, appoint appraisers as in an original
1214612146 appointment. (Tex. Prob. Code, Sec. 227.)
1214712147 CHAPTER 362. CLOSING ADMINISTRATION OF ESTATE
1214812148 SUBCHAPTER A. SETTLING AND CLOSING ESTATE
1214912149 Sec. 362.001. SETTLING AND CLOSING ADMINISTRATION OF
1215012150 ESTATE
1215112151 Sec. 362.002. COMPELLING SETTLEMENT OF ESTATE
1215212152 Sec. 362.003. VERIFIED ACCOUNT REQUIRED
1215312153 Sec. 362.004. CONTENTS OF ACCOUNT
1215412154 Sec. 362.005. CITATION AND NOTICE ON PRESENTATION OF
1215512155 ACCOUNT
1215612156 Sec. 362.006. EXAMINATION OF AND HEARING ON ACCOUNT
1215712157 Sec. 362.007. DELIVERY OF CERTAIN PROPERTY TO GUARDIAN
1215812158 Sec. 362.008. CERTAIN DEBTS EXCLUDED FROM SETTLEMENT
1215912159 COMPUTATION
1216012160 Sec. 362.009. MONEY DUE TO ESTATE PENDING FINAL
1216112161 DISCHARGE
1216212162 Sec. 362.010. PAYMENT OF INHERITANCE TAXES REQUIRED
1216312163 Sec. 362.011. PARTITION AND DISTRIBUTION OF ESTATE
1216412164 Sec. 362.012. DISCHARGE OF PERSONAL REPRESENTATIVE
1216512165 WHEN NO ESTATE PROPERTY REMAINS
1216612166 Sec. 362.013. DISCHARGE OF PERSONAL REPRESENTATIVE
1216712167 WHEN ESTATE FULLY ADMINISTERED
1216812168 [Sections 362.014-362.050 reserved for expansion]
1216912169 SUBCHAPTER B. FAILURE OF PERSONAL REPRESENTATIVE TO ACT
1217012170 Sec. 362.051. FAILURE TO PRESENT ACCOUNT
1217112171 Sec. 362.052. LIABILITY FOR FAILURE TO DELIVER ESTATE
1217212172 PROPERTY
1217312173 CHAPTER 362. CLOSING ADMINISTRATION OF ESTATE
1217412174 SUBCHAPTER A. SETTLING AND CLOSING ESTATE
1217512175 Sec. 362.001. SETTLING AND CLOSING ADMINISTRATION OF
1217612176 ESTATE. The administration of an estate shall be settled and closed
1217712177 when:
1217812178 (1) all the debts known to exist against the estate
1217912179 have been paid, or have been paid to the extent permitted by the
1218012180 assets in the personal representative's possession; and
1218112181 (2) no further need for administration exists. (Tex.
1218212182 Prob. Code, Sec. 404.)
1218312183 Sec. 362.002. COMPELLING SETTLEMENT OF ESTATE. A person
1218412184 interested in the administration of an estate for which letters
1218512185 testamentary or of administration have been granted may proceed,
1218612186 after any period of time, to compel settlement of the estate if it
1218712187 does not appear from the record that the administration of the
1218812188 estate has been closed. (Tex. Prob. Code, Sec. 92.)
1218912189 Sec. 362.003. VERIFIED ACCOUNT REQUIRED. The personal
1219012190 representative of an estate shall present to the court the
1219112191 representative's verified account for final settlement when the
1219212192 administration of the estate is to be settled and closed. (Tex.
1219312193 Prob. Code, Sec. 405 (part).)
1219412194 Sec. 362.004. CONTENTS OF ACCOUNT. (a) Except as provided
1219512195 by Subsection (b), it is sufficient for an account for final
1219612196 settlement to:
1219712197 (1) refer to the inventory without describing each
1219812198 item of property in detail; and
1219912199 (2) refer to and adopt any proceeding had in the
1220012200 administration concerning a sale, renting, leasing for mineral
1220112201 development, or any other transaction on behalf of the estate,
1220212202 including an exhibit, account, or voucher previously filed and
1220312203 approved, without restating the particular items thereof.
1220412204 (b) An account for final settlement must be accompanied by
1220512205 proper vouchers supporting each item included in the account for
1220612206 which the personal representative has not already accounted and,
1220712207 either by reference to any proceeding described by Subsection (a)
1220812208 or by a statement of the facts, must show:
1220912209 (1) the estate property that has come into the
1221012210 representative's possession and the disposition of that property;
1221112211 (2) the debts that have been paid;
1221212212 (3) any debts and expenses still owing by the estate;
1221312213 (4) any estate property still in the representative's
1221412214 possession;
1221512215 (5) the persons entitled to receive that estate and,
1221612216 for each of those persons:
1221712217 (A) the person's relationship to the decedent;
1221812218 (B) the person's residence, if known; and
1221912219 (C) whether the person is an adult or a minor and,
1222012220 if the person is a minor, the name of each of the minor's guardians,
1222112221 if any;
1222212222 (6) any advancement or payment made by the
1222312223 representative from that estate to any person entitled to receive
1222412224 part of that estate;
1222512225 (7) the tax returns due that have been filed and the
1222612226 taxes due and owing that have been paid, including:
1222712227 (A) a complete account of the amount of taxes;
1222812228 (B) the date the taxes were paid; and
1222912229 (C) the governmental entity to which the taxes
1223012230 were paid;
1223112231 (8) if on the filing of the account a tax return due to
1223212232 be filed or any taxes due to be paid are delinquent, the reasons
1223312233 for, and include a description of, the delinquency; and
1223412234 (9) that the representative has paid all required bond
1223512235 premiums. (Tex. Prob. Code, Sec. 405 (part).)
1223612236 Sec. 362.005. CITATION AND NOTICE ON PRESENTATION OF
1223712237 ACCOUNT. (a) On the presentation of an account for final
1223812238 settlement by a temporary or permanent personal representative, the
1223912239 county clerk shall issue citation to the persons and in the manner
1224012240 provided by Subsections (c) and (d).
1224112241 (b) Citation issued under Subsection (a) must contain:
1224212242 (1) a statement that an account for final settlement
1224312243 has been presented;
1224412244 (2) the time and place the court will consider the
1224512245 account; and
1224612246 (3) a statement requiring the person cited to appear
1224712247 and contest the account, if the person wishes to contest the
1224812248 account.
1224912249 (c) The personal representative shall give notice to each
1225012250 heir or beneficiary of the decedent by certified mail, return
1225112251 receipt requested, unless the court by written order directs
1225212252 another type of notice to be given. The notice must include a copy
1225312253 of the account for final settlement.
1225412254 (d) The court by written order shall require additional
1225512255 notice if the court considers the additional notice necessary.
1225612256 (e) The court may allow the waiver of notice of an account
1225712257 for final settlement in a proceeding concerning a decedent's
1225812258 estate. (Tex. Prob. Code, Sec. 407.)
1225912259 Sec. 362.006. EXAMINATION OF AND HEARING ON ACCOUNT. (a)
1226012260 On the court's satisfaction that citation has been properly served
1226112261 on all persons interested in the estate, the court shall examine the
1226212262 account for final settlement and the accompanying vouchers.
1226312263 (b) After hearing all exceptions or objections to the
1226412264 account for final settlement and accompanying vouchers and the
1226512265 evidence in support of or against the account, the court shall audit
1226612266 and settle the account and, if necessary, restate the account.
1226712267 (Tex. Prob. Code, Sec. 408(a).)
1226812268 Sec. 362.007. DELIVERY OF CERTAIN PROPERTY TO GUARDIAN.
1226912269 The court may permit a resident personal representative who has
1227012270 possession of any of a ward's estate to deliver the estate to a
1227112271 qualified and acting guardian of the ward. (Tex. Prob. Code, Sec.
1227212272 405A.)
1227312273 Sec. 362.008. CERTAIN DEBTS EXCLUDED FROM SETTLEMENT
1227412274 COMPUTATION. In the settlement of any of the accounts of the
1227512275 personal representative, all debts due the estate that the court is
1227612276 satisfied could not have been collected by due diligence and that
1227712277 have not been collected shall be excluded from the computation.
1227812278 (Tex. Prob. Code, Sec. 412.)
1227912279 Sec. 362.009. MONEY DUE TO ESTATE PENDING FINAL DISCHARGE.
1228012280 Money or another thing of value that becomes due to the estate while
1228112281 an account for final settlement is pending may be paid, delivered,
1228212282 or tendered to the personal representative until the order of final
1228312283 discharge of the representative is entered in the minutes of the
1228412284 court. The representative shall issue a receipt for the money or
1228512285 other thing of value to the obligor or payor. On issuance of the
1228612286 receipt, the obligor or payor is discharged of the obligation for
1228712287 all purposes. (Tex. Prob. Code, Sec. 409.)
1228812288 Sec. 362.010. PAYMENT OF INHERITANCE TAXES REQUIRED. A
1228912289 personal representative's account for final settlement of an estate
1229012290 may not be approved, and the estate may not be closed, unless the
1229112291 account shows and the court finds that all inheritance taxes due and
1229212292 owing to this state with respect to all interests and properties
1229312293 passing through the representative's possession have been paid.
1229412294 (Tex. Prob. Code, Sec. 410.)
1229512295 Sec. 362.011. PARTITION AND DISTRIBUTION OF ESTATE. If, on
1229612296 final settlement of an estate, any of the estate remains in the
1229712297 personal representative's possession, the court shall order that a
1229812298 partition and distribution be made among the persons entitled to
1229912299 receive that part of the estate. (Tex. Prob. Code, Sec. 408(b).)
1230012300 Sec. 362.012. DISCHARGE OF PERSONAL REPRESENTATIVE WHEN NO
1230112301 ESTATE PROPERTY REMAINS. The court shall enter an order discharging
1230212302 a personal representative from the representative's trust and
1230312303 closing the estate if, on final settlement of the estate, none of
1230412304 the estate remains in the representative's possession. (Tex. Prob.
1230512305 Code, Sec. 408(c).)
1230612306 Sec. 362.013. DISCHARGE OF PERSONAL REPRESENTATIVE WHEN
1230712307 ESTATE FULLY ADMINISTERED. The court shall enter an order
1230812308 discharging a personal representative from the representative's
1230912309 trust and declaring the estate closed when:
1231012310 (1) the representative has fully administered the
1231112311 estate in accordance with this title and the court's orders;
1231212312 (2) the representative's account for final settlement
1231312313 has been approved; and
1231412314 (3) the representative has delivered all of the estate
1231512315 remaining in the representative's possession to the person or
1231612316 persons entitled to receive that part of the estate. (Tex. Prob.
1231712317 Code, Sec. 408(d).)
1231812318 [Sections 362.014-362.050 reserved for expansion]
1231912319 SUBCHAPTER B. FAILURE OF PERSONAL REPRESENTATIVE TO ACT
1232012320 Sec. 362.051. FAILURE TO PRESENT ACCOUNT. (a) The court, on
1232112321 the court's own motion or on the written complaint of anyone
1232212322 interested in a decedent's estate that has been administered, shall
1232312323 have the personal representative who is charged with the duty of
1232412324 presenting an account for final settlement cited to appear and
1232512325 present the account within the time specified in the citation if the
1232612326 representative failed or neglected to present the account at the
1232712327 proper time.
1232812328 (b) On or after the fourth anniversary of the date the court
1232912329 clerk last issues letters testamentary or of administration for a
1233012330 decedent's estate, the court may close the estate without an
1233112331 account for final settlement and without appointing a successor
1233212332 personal representative if:
1233312333 (1) the whereabouts of the personal representative and
1233412334 heirs of the decedent are unknown; and
1233512335 (2) a complaint has not been filed by anyone
1233612336 interested in the decedent's estate. (Tex. Prob. Code, Sec. 406.)
1233712337 Sec. 362.052. LIABILITY FOR FAILURE TO DELIVER ESTATE
1233812338 PROPERTY. (a) On the final settlement of an estate, if the
1233912339 personal representative neglects on demand to deliver a portion of
1234012340 the estate or any money in the representative's possession ordered
1234112341 to be delivered to a person entitled to that property, the person
1234212342 may file with the court clerk a written complaint alleging:
1234312343 (1) the fact of the neglect;
1234412344 (2) the date of the person's demand; and
1234512345 (3) other relevant facts.
1234612346 (b) On the filing of a complaint under Subsection (a), the
1234712347 court clerk shall issue a citation to be served personally on the
1234812348 personal representative. The citation must:
1234912349 (1) apprise the representative of the complaint; and
1235012350 (2) cite the representative to appear before the court
1235112351 and answer, if the representative desires, at a time designated in
1235212352 the citation.
1235312353 (c) If at the hearing the court finds that the citation was
1235412354 properly served and returned, and that the personal representative
1235512355 is guilty of the neglect charged, the court shall enter an order to
1235612356 that effect.
1235712357 (d) A personal representative found guilty under Subsection
1235812358 (c) is liable to the person who filed the complaint under Subsection
1235912359 (a) for damages at the rate of 10 percent of the amount of the money
1236012360 or the appraised value of the portion of the estate neglectfully
1236112361 withheld, per month, for each month or fraction of a month that the
1236212362 money or portion of the estate is or has been neglectfully withheld
1236312363 after the date of demand. Damages under this subsection may be
1236412364 recovered in any court of competent jurisdiction. (Tex. Prob.
1236512365 Code, Sec. 414.)
1236612366 [Chapters 363-400 reserved for expansion]
1236712367 SUBTITLE I. INDEPENDENT ADMINISTRATION
1236812368 [Chapters 401-450 reserved for expansion]
1236912369 SUBTITLE J. ADDITIONAL MATTERS RELATING TO THE ADMINISTRATION OF
1237012370 CERTAIN ESTATES
1237112371 CHAPTER 451. ORDER OF NO ADMINISTRATION
1237212372 Sec. 451.001. APPLICATION FOR FAMILY ALLOWANCE AND
1237312373 ORDER OF NO ADMINISTRATION
1237412374 Sec. 451.002. HEARING AND ORDER
1237512375 Sec. 451.003. EFFECT OF ORDER
1237612376 Sec. 451.004. PROCEEDING TO REVOKE ORDER
1237712377 CHAPTER 451. ORDER OF NO ADMINISTRATION
1237812378 Sec. 451.001. APPLICATION FOR FAMILY ALLOWANCE AND ORDER OF
1237912379 NO ADMINISTRATION. (a) If the value of the entire assets of an
1238012380 estate, excluding homestead and exempt property, does not exceed
1238112381 the amount to which the surviving spouse and minor children of the
1238212382 decedent are entitled as a family allowance, an application may be
1238312383 filed by or on behalf of the surviving spouse or minor children
1238412384 requesting a court to make a family allowance and to enter an order
1238512385 that no administration of the decedent's estate is necessary.
1238612386 (b) The application may be filed:
1238712387 (1) in any court in which venue is proper for
1238812388 administration; or
1238912389 (2) if an application for the appointment of a
1239012390 personal representative has been filed but not yet granted, in the
1239112391 court in which the application is filed.
1239212392 (c) The application must:
1239312393 (1) state the names of the heirs or devisees;
1239412394 (2) list, to the extent known, estate creditors
1239512395 together with the amounts of the claims; and
1239612396 (3) describe all property belonging to the estate,
1239712397 together with:
1239812398 (A) the estimated value of the property according
1239912399 to the best knowledge and information of the applicant; and
1240012400 (B) the liens and encumbrances on the property.
1240112401 (d) The application must also include a prayer that the
1240212402 court make a family allowance and that, if the family allowance
1240312403 exhausts the entire assets of the estate, excluding homestead and
1240412404 exempt property, the entire assets of the estate be set aside to the
1240512405 surviving spouse and minor children, as with other family
1240612406 allowances provided for by Subchapter C, Chapter 353. (Tex. Prob.
1240712407 Code, Sec. 139.)
1240812408 Sec. 451.002. HEARING AND ORDER. (a) On the filing of an
1240912409 application under Section 451.001, the court may hear the
1241012410 application:
1241112411 (1) promptly without notice; or
1241212412 (2) at a time and with notice as required by the court.
1241312413 (b) On the hearing of the application, if the court finds
1241412414 that the facts contained in the application are true and that the
1241512415 expenses of last illness, funeral charges, and expenses of the
1241612416 proceeding have been paid or secured, the court shall:
1241712417 (1) make a family allowance; and
1241812418 (2) if the entire assets of the estate, excluding
1241912419 homestead and exempt property, are exhausted by the family
1242012420 allowance made under Subdivision (1):
1242112421 (A) assign to the surviving spouse and minor
1242212422 children the entire estate in the same manner and with the same
1242312423 effect as provided in Subchapter C, Chapter 353, for the making of a
1242412424 family allowance to the surviving spouse and minor children; and
1242512425 (B) order that there shall be no administration
1242612426 of the estate. (Tex. Prob. Code, Sec. 140.)
1242712427 Sec. 451.003. EFFECT OF ORDER. (a) An order of no
1242812428 administration issued under Section 451.002(b) constitutes
1242912429 sufficient legal authority to each person who owes money, has
1243012430 custody of property, or acts as registrar or transfer agent of any
1243112431 evidence of interest, indebtedness, property, or right, belonging
1243212432 to the estate, and to each person purchasing from or otherwise
1243312433 dealing with the estate, for payment or transfer without
1243412434 administration to the persons described in the order as entitled to
1243512435 receive the estate.
1243612436 (b) The persons described in the order are entitled to
1243712437 enforce by suit their right to payment or transfer described by this
1243812438 section. (Tex. Prob. Code, Sec. 141.)
1243912439 Sec. 451.004. PROCEEDING TO REVOKE ORDER. (a) At any time,
1244012440 but not later than the first anniversary of the date of entry of an
1244112441 order of no administration under Section 451.002(b), any interested
1244212442 person may file an application to revoke the order.
1244312443 (b) An application to revoke the order must allege that:
1244412444 (1) other estate property has been discovered,
1244512445 property belonging to the estate was not included in the
1244612446 application for no administration, or the property described in the
1244712447 application for no administration was incorrectly valued; and
1244812448 (2) if that property were added, included, or
1244912449 correctly valued, as applicable, the total value of the property
1245012450 would exceed the amount necessary to justify the court in ordering
1245112451 no administration.
1245212452 (c) The court shall revoke the order on proof of any of the
1245312453 grounds described by Subsection (b).
1245412454 (d) If the value of any property is contested, the court may
1245512455 appoint two appraisers to appraise the property in accordance with
1245612456 the procedure prescribed for inventories and appraisements under
1245712457 Chapter 309. The appraisement of the appointed appraisers shall be
1245812458 received in evidence but is not conclusive. (Tex. Prob. Code, Sec.
1245912459 142.)
1246012460 CHAPTER 452. TEMPORARY ADMINISTRATION OF ESTATES
1246112461 SUBCHAPTER A. APPOINTMENT OF TEMPORARY ADMINISTRATOR GENERALLY
1246212462 Sec. 452.001. DUTY TO APPOINT TEMPORARY ADMINISTRATOR
1246312463 Sec. 452.002. APPLICATION FOR APPOINTMENT
1246412464 Sec. 452.003. ORDER OF APPOINTMENT; REQUIREMENTS
1246512465 Sec. 452.004. TEMPORARY ADMINISTRATOR'S BOND
1246612466 Sec. 452.005. ISSUANCE OF LETTERS OF TEMPORARY
1246712467 ADMINISTRATION
1246812468 Sec. 452.006. NOTICE OF APPOINTMENT
1246912469 Sec. 452.007. HEARING TO CONTEST APPOINTMENT
1247012470 Sec. 452.008. PERMANENT APPOINTMENT
1247112471 [Sections 452.009-452.050 reserved for expansion]
1247212472 SUBCHAPTER B. TEMPORARY ADMINISTRATION PENDING CONTEST OF A WILL OR ADMINISTRATION
1247312473 OR ADMINISTRATION
1247412474 Sec. 452.051. APPOINTMENT OF TEMPORARY ADMINISTRATOR
1247512475 Sec. 452.052. ADDITIONAL POWERS REGARDING CLAIMS
1247612476 [Sections 452.053-452.100 reserved for expansion]
1247712477 SUBCHAPTER C. POWERS AND DUTIES OF TEMPORARY ADMINISTRATOR
1247812478 Sec. 452.101. LIMITED POWERS OF TEMPORARY
1247912479 ADMINISTRATOR
1248012480 Sec. 452.102. ADDITIONAL BOND FOR EXTENSION OF RIGHTS
1248112481 AND POWERS
1248212482 [Sections 452.103-452.150 reserved for expansion]
1248312483 SUBCHAPTER D. EXPIRATION AND CLOSING OF TEMPORARY ADMINISTRATION
1248412484 Sec. 452.151. ACCOUNTING
1248512485 Sec. 452.152. CLOSING TEMPORARY ADMINISTRATION
1248612486 CHAPTER 452. TEMPORARY ADMINISTRATION OF ESTATES
1248712487 SUBCHAPTER A. APPOINTMENT OF TEMPORARY ADMINISTRATOR GENERALLY
1248812488 Sec. 452.001. DUTY TO APPOINT TEMPORARY ADMINISTRATOR. A
1248912489 judge who determines that the interest of a decedent's estate
1249012490 requires the immediate appointment of a personal representative
1249112491 shall, by written order, appoint a temporary administrator with
1249212492 powers limited as the circumstances of the case require. (Tex.
1249312493 Prob. Code, Sec. 131A(a) (part).)
1249412494 Sec. 452.002. APPLICATION FOR APPOINTMENT. (a) A person
1249512495 may file with the court clerk a written application for the
1249612496 appointment of a temporary administrator of a decedent's estate
1249712497 under this subchapter.
1249812498 (b) The application must:
1249912499 (1) be verified;
1250012500 (2) include the information required by:
1250112501 (A) Sections 256.052, 256.053, and 256.054, if
1250212502 the decedent died testate; or
1250312503 (B) Section 301.052, if the decedent died
1250412504 intestate; and
1250512505 (3) include an affidavit that:
1250612506 (A) states the name, address, and interest of the
1250712507 applicant;
1250812508 (B) states the facts showing an immediate
1250912509 necessity for the appointment of a temporary administrator;
1251012510 (C) lists the requested powers and duties of the
1251112511 temporary administrator;
1251212512 (D) states that the applicant is entitled to
1251312513 letters of temporary administration and is not disqualified by law
1251412514 from serving as a temporary administrator; and
1251512515 (E) describes the property that the applicant
1251612516 believes to be in the decedent's estate. (Tex. Prob. Code, Sec.
1251712517 131A(b).)
1251812518 Sec. 452.003. ORDER OF APPOINTMENT; REQUIREMENTS. The
1251912519 order appointing a temporary administrator must:
1252012520 (1) designate the appointee as "temporary
1252112521 administrator" of the decedent's estate;
1252212522 (2) specify the period of the appointment, which may
1252312523 not exceed 180 days unless the appointment is made permanent under
1252412524 Section 452.008;
1252512525 (3) define the powers given to the appointee; and
1252612526 (4) set the amount of bond to be given by the
1252712527 appointee. (Tex. Prob. Code, Secs. 131A(a) (part), (c).)
1252812528 Sec. 452.004. TEMPORARY ADMINISTRATOR'S BOND. (a) In this
1252912529 section, "business day" means a day other than a Saturday, Sunday,
1253012530 or holiday recognized by this state.
1253112531 (b) Not later than the third business day after the date of
1253212532 the order appointing a temporary administrator, the appointee shall
1253312533 file with the county clerk a bond in the amount ordered by the
1253412534 court. (Tex. Prob. Code, Sec. 131A(d).)
1253512535 Sec. 452.005. ISSUANCE OF LETTERS OF TEMPORARY
1253612536 ADMINISTRATION. Not later than the third day after the date an
1253712537 appointee qualifies as temporary administrator, the county clerk
1253812538 shall issue to the appointee letters of temporary administration
1253912539 that list the powers to be exercised by the appointee as ordered by
1254012540 the court. (Tex. Prob. Code, Sec. 131A(e).)
1254112541 Sec. 452.006. NOTICE OF APPOINTMENT. (a) On the date the
1254212542 county clerk issues letters of temporary administration:
1254312543 (1) the county clerk shall post on the courthouse door
1254412544 a notice of the appointment to all interested persons; and
1254512545 (2) the appointee shall notify, by certified mail,
1254612546 return receipt requested, the decedent's known heirs of the
1254712547 appointment.
1254812548 (b) A notice required under Subsection (a) must state that:
1254912549 (1) an heir or other interested person may request a
1255012550 hearing to contest the appointment not later than the 15th day after
1255112551 the date the letters of temporary administration are issued;
1255212552 (2) if no contest is made during the period specified
1255312553 by the notice, the appointment continues for the period specified
1255412554 in the order appointing a temporary administrator; and
1255512555 (3) the court may make the appointment permanent.
1255612556 (Tex. Prob. Code, Secs. 131A(f), (g), (h).)
1255712557 Sec. 452.007. HEARING TO CONTEST APPOINTMENT. (a) A
1255812558 hearing shall be held and a determination made not later than the
1255912559 10th day after the date an heir or other interested person requests
1256012560 a hearing to contest the appointment of a temporary administrator.
1256112561 If a request is not made on or before the 15th day after the date the
1256212562 letters of temporary administration are issued, the appointment of
1256312563 a temporary administrator continues for the period specified in the
1256412564 order, unless the appointment is made permanent under Section
1256512565 452.008.
1256612566 (b) While a contest of the appointment of a temporary
1256712567 administrator is pending, the temporary appointee shall continue to
1256812568 act as administrator of the estate to the extent of the powers given
1256912569 by the appointment.
1257012570 (c) A court that sets aside a temporary administrator's
1257112571 appointment may require the temporary administrator to prepare and
1257212572 file, under oath, a complete exhibit of the condition of the estate
1257312573 and detail any disposition of the estate property made by the
1257412574 temporary administrator. (Tex. Prob. Code, Sec. 131A(i).)
1257512575 Sec. 452.008. PERMANENT APPOINTMENT. At the end of a
1257612576 temporary administrator's period of appointment, the court by
1257712577 written order may make the appointment permanent if the permanent
1257812578 appointment is in the interest of the estate. (Tex. Prob. Code,
1257912579 Sec. 131A(j).)
1258012580 [Sections 452.009-452.050 reserved for expansion]
1258112581 SUBCHAPTER B. TEMPORARY ADMINISTRATION PENDING CONTEST OF A WILL
1258212582 OR ADMINISTRATION
1258312583 Sec. 452.051. APPOINTMENT OF TEMPORARY ADMINISTRATOR. (a)
1258412584 If a contest related to probating a will or granting letters of
1258512585 administration is pending, the court may appoint a temporary
1258612586 administrator, with powers limited as the circumstances of the case
1258712587 require.
1258812588 (b) The appointment may continue until the contest is
1258912589 terminated and an executor or administrator with full powers is
1259012590 appointed.
1259112591 (c) The power of appointment under this section is in
1259212592 addition to the court's power of appointment under Subchapter A.
1259312593 (Tex. Prob. Code, Sec. 132(a).)
1259412594 Sec. 452.052. ADDITIONAL POWERS REGARDING CLAIMS. (a) A
1259512595 court that grants temporary administration pending a will contest
1259612596 or a contest on an application for letters of administration may, at
1259712597 any time while the contest is pending, give the temporary
1259812598 administrator all the powers of a permanent administrator regarding
1259912599 claims against the estate.
1260012600 (b) If the court gives the temporary administrator powers
1260112601 described by Subsection (a), the court and the temporary
1260212602 administrator shall act in the same manner as in permanent
1260312603 administration in matters such as:
1260412604 (1) approving or disapproving claims;
1260512605 (2) paying claims; and
1260612606 (3) selling property to pay claims.
1260712607 (c) The court shall require a temporary administrator given
1260812608 powers described by Subsection (a) to give bond in the full amount
1260912609 required of a permanent administrator.
1261012610 (d) This section is cumulative and does not affect the
1261112611 court's right to order a temporary administrator to perform any
1261212612 action described by this section in other cases if the action is
1261312613 necessary or expedient to preserve the estate pending the contest's
1261412614 final determination. (Tex. Prob. Code, Sec. 132(b).)
1261512615 [Sections 452.053-452.100 reserved for expansion]
1261612616 SUBCHAPTER C. POWERS AND DUTIES OF TEMPORARY ADMINISTRATOR
1261712617 Sec. 452.101. LIMITED POWERS OF TEMPORARY ADMINISTRATOR.
1261812618 (a) A temporary administrator may exercise only the rights and
1261912619 powers:
1262012620 (1) specifically expressed in the court's order
1262112621 appointing the temporary administrator; or
1262212622 (2) expressed in the court's subsequent orders.
1262312623 (b) An act performed by a temporary administrator is void
1262412624 unless expressly authorized by the court's orders. (Tex. Prob.
1262512625 Code, Sec. 133 (part).)
1262612626 Sec. 452.102. ADDITIONAL BOND FOR EXTENSION OF RIGHTS AND
1262712627 POWERS. A court that extends the rights and powers of a temporary
1262812628 administrator in an order subsequent to the order appointing the
1262912629 temporary administrator may require additional bond commensurate
1263012630 with the extension. (Tex. Prob. Code, Sec. 133 (part).)
1263112631 [Sections 452.103-452.150 reserved for expansion]
1263212632 SUBCHAPTER D. EXPIRATION AND CLOSING OF TEMPORARY ADMINISTRATION
1263312633 Sec. 452.151. ACCOUNTING. At the expiration of a temporary
1263412634 appointment, the temporary administrator shall file with the court
1263512635 clerk:
1263612636 (1) a sworn list of all estate property that has come
1263712637 into the temporary administrator's possession;
1263812638 (2) a return of all sales made by the temporary
1263912639 administrator; and
1264012640 (3) a full exhibit and account of all the temporary
1264112641 administrator's acts as temporary administrator. (Tex. Prob. Code,
1264212642 Sec. 134.)
1264312643 Sec. 452.152. CLOSING TEMPORARY ADMINISTRATION. (a) The
1264412644 court shall act on the list, return, exhibit, and account filed
1264512645 under Section 452.151.
1264612646 (b) When letters of temporary administration expire or
1264712647 become ineffective for any cause, the court immediately shall enter
1264812648 an order requiring the temporary administrator to promptly deliver
1264912649 the estate remaining in the temporary administrator's possession to
1265012650 the person legally entitled to possession of the estate.
1265112651 (c) On proof of delivery under Subsection (b), the temporary
1265212652 administrator shall be discharged and the sureties on the temporary
1265312653 administrator's bond shall be released as to any future liability.
1265412654 (Tex. Prob. Code, Sec. 135.)
1265512655 CHAPTER 453. ADMINISTRATION OF COMMUNITY PROPERTY
1265612656 Sec. 453.001. EFFECT OF CHAPTER
1265712657 Sec. 453.002. ADMINISTRATION OF COMMUNITY PROPERTY NOT
1265812658 NECESSARY
1265912659 Sec. 453.003. GENERAL POWERS OF SURVIVING SPOUSE IF NO
1266012660 ADMINISTRATION IS PENDING
1266112661 Sec. 453.004. COLLECTION OF UNPAID WAGES IF NO
1266212662 ADMINISTRATION IS PENDING
1266312663 Sec. 453.005. REMARRIAGE OF SURVIVING SPOUSE
1266412664 Sec. 453.006. ACCOUNT OF COMMUNITY DEBTS AND
1266512665 DISPOSITION OF COMMUNITY PROPERTY
1266612666 Sec. 453.007. DELIVERY OF COMMUNITY ESTATE ON FINAL
1266712667 PARTITION
1266812668 Sec. 453.008. LIABILITY OF SURVIVING SPOUSE FOR LOSS
1266912669 Sec. 453.009. DISTRIBUTION OF POWERS BETWEEN PERSONAL
1267012670 REPRESENTATIVE AND SURVIVING SPOUSE
1267112671 CHAPTER 453. ADMINISTRATION OF COMMUNITY PROPERTY
1267212672 Sec. 453.001. EFFECT OF CHAPTER. This chapter does not
1267312673 prohibit the administration of community property under other
1267412674 provisions of this title relating to the administration of an
1267512675 estate. (Tex. Prob. Code, Sec. 155 (part).)
1267612676 Sec. 453.002. ADMINISTRATION OF COMMUNITY PROPERTY NOT
1267712677 NECESSARY. If a spouse dies intestate and the community property
1267812678 passes to the surviving spouse, no administration of the community
1267912679 property is necessary. (Tex. Prob. Code, Sec. 155 (part).)
1268012680 Sec. 453.003. GENERAL POWERS OF SURVIVING SPOUSE IF NO
1268112681 ADMINISTRATION IS PENDING. (a) If there is no qualified executor
1268212682 or administrator of a deceased spouse's estate, the surviving
1268312683 spouse, as the surviving partner of the marital partnership, may:
1268412684 (1) sue and be sued to recover community property;
1268512685 (2) sell, mortgage, lease, and otherwise dispose of
1268612686 community property to pay community debts;
1268712687 (3) collect claims due to the community estate; and
1268812688 (4) exercise other powers as necessary to:
1268912689 (A) preserve the community property;
1269012690 (B) discharge community obligations; and
1269112691 (C) wind up community affairs.
1269212692 (b) This section does not affect the disposition of the
1269312693 deceased spouse's property. (Tex. Prob. Code, Secs. 160(a), (c).)
1269412694 Sec. 453.004. COLLECTION OF UNPAID WAGES IF NO
1269512695 ADMINISTRATION IS PENDING. (a) If a person who owes money to the
1269612696 community estate for current wages at the time of a deceased
1269712697 spouse's death is provided an affidavit stating that the affiant is
1269812698 the surviving spouse and that no one has qualified as executor or
1269912699 administrator of the deceased spouse's estate, the person who pays
1270012700 or delivers to the affiant the deceased spouse's final paycheck for
1270112701 the wages, including any unpaid sick pay or vacation pay, is
1270212702 released from liability to the same extent as if the payment or
1270312703 delivery is made to the deceased spouse's personal representative.
1270412704 The person is not required to inquire into the truth of the
1270512705 affidavit.
1270612706 (b) An affiant to whom the payment or delivery is made under
1270712707 Subsection (a) is answerable to a person having a prior right and is
1270812708 accountable to a personal representative who is appointed. The
1270912709 affiant is liable for any damage or loss to a person that arises
1271012710 from a payment or delivery made in reliance on the affidavit.
1271112711 (c) This section does not affect the disposition of the
1271212712 deceased spouse's property. (Tex. Prob. Code, Secs. 160(b), (c).)
1271312713 Sec. 453.005. REMARRIAGE OF SURVIVING SPOUSE. The
1271412714 remarriage of a surviving spouse does not terminate the surviving
1271512715 spouse's powers as a surviving partner. (Tex. Prob. Code, Sec.
1271612716 176.)
1271712717 Sec. 453.006. ACCOUNT OF COMMUNITY DEBTS AND DISPOSITION OF
1271812718 COMMUNITY PROPERTY. (a) The surviving spouse shall keep a fair and
1271912719 full account and statement of:
1272012720 (1) all community debts and expenses paid by the
1272112721 surviving spouse; and
1272212722 (2) the disposition made of the community property.
1272312723 (b) The surviving spouse or personal representative shall
1272412724 keep a separate, distinct account of all community debts allowed or
1272512725 paid in the administration and settlement of an estate described by
1272612726 Sections 101.052(a) and (b). (Tex. Prob. Code, Secs. 156 (part),
1272712727 168 (part).)
1272812728 Sec. 453.007. DELIVERY OF COMMUNITY ESTATE ON FINAL
1272912729 PARTITION. On final partition of the community estate, the
1273012730 surviving spouse shall deliver to the deceased spouse's heirs or
1273112731 devisees their interest in the estate, and the increase in and
1273212732 profits of the interest, after deducting from the interest:
1273312733 (1) the proportion of the community debts chargeable
1273412734 to the interest;
1273512735 (2) unavoidable losses;
1273612736 (3) necessary and reasonable expenses; and
1273712737 (4) a reasonable commission for the management of the
1273812738 interest. (Tex. Prob. Code, Sec. 168 (part).)
1273912739 Sec. 453.008. LIABILITY OF SURVIVING SPOUSE FOR LOSS. A
1274012740 surviving spouse is not liable for a loss sustained by the community
1274112741 estate unless the surviving spouse is guilty of gross negligence or
1274212742 bad faith. (Tex. Prob. Code, Sec. 168 (part).)
1274312743 Sec. 453.009. DISTRIBUTION OF POWERS BETWEEN PERSONAL
1274412744 REPRESENTATIVE AND SURVIVING SPOUSE. (a) A qualified personal
1274512745 representative of a deceased spouse's estate may administer:
1274612746 (1) the separate property of the deceased spouse;
1274712747 (2) the community property that was by law under the
1274812748 management of the deceased spouse during the marriage; and
1274912749 (3) the community property that was by law under the
1275012750 joint control of the spouses during the marriage.
1275112751 (b) The surviving spouse, as surviving partner of the
1275212752 marital partnership, is entitled to:
1275312753 (1) retain possession and control of the community
1275412754 property that was legally under the sole management of the
1275512755 surviving spouse during the marriage; and
1275612756 (2) exercise over that property any power this chapter
1275712757 authorizes the surviving spouse to exercise if there is no
1275812758 administration pending on the deceased spouse's estate.
1275912759 (c) The surviving spouse, by written instrument filed with
1276012760 the clerk, may waive any right to exercise powers as community
1276112761 survivor. If the surviving spouse files a waiver under this
1276212762 subsection, the deceased spouse's personal representative may
1276312763 administer the entire community estate. (Tex. Prob. Code, Sec.
1276412764 177.)
1276512765 CHAPTER 454. ADMINISTRATION OF ESTATE OF PERSON PRESUMED DEAD
1276612766 SUBCHAPTER A. ESTATES OF PERSONS PRESUMED DEAD
1276712767 Sec. 454.001. APPLICABILITY; DETERMINATION OF DEATH
1276812768 Sec. 454.002. GRANT OF LETTERS ON PROOF OF DEATH
1276912769 Sec. 454.003. CITATION AND SEARCH
1277012770 Sec. 454.004. DISTRIBUTION OF ESTATE
1277112771 [Sections 454.005-454.050 reserved for expansion]
1277212772 SUBCHAPTER B. PERSONS PRESUMED DEAD BUT SUBSEQUENTLY
1277312773 PROVED LIVING
1277412774 Sec. 454.051. RESTORATION OF ESTATE
1277512775 Sec. 454.052. LIABILITY OF PERSONAL REPRESENTATIVE AND
1277612776 NOT VOIDED
1277712777 CHAPTER 454. ADMINISTRATION OF ESTATE OF PERSON PRESUMED DEAD
1277812778 SUBCHAPTER A. ESTATES OF PERSONS PRESUMED DEAD
1277912779 Sec. 454.001. APPLICABILITY; DETERMINATION OF DEATH. (a)
1278012780 This subchapter applies in a proceeding to probate a person's will
1278112781 or administer a person's estate if there is no direct evidence that
1278212782 the person is dead.
1278312783 (b) The court has jurisdiction to determine the fact, time,
1278412784 and place of the person's death. (Tex. Prob. Code, Sec. 72(a)
1278512785 (part).)
1278612786 Sec. 454.002. GRANT OF LETTERS ON PROOF OF DEATH. On
1278712787 application for the grant of letters testamentary or of
1278812788 administration for the estate of a person presumed to be dead, the
1278912789 court shall grant the letters if the death of the person is proved
1279012790 by circumstantial evidence to the court's satisfaction. (Tex.
1279112791 Prob. Code, Sec. 72(a) (part).)
1279212792 Sec. 454.003. CITATION AND SEARCH. (a) If the fact of a
1279312793 person's death must be proved by circumstantial evidence under
1279412794 Section 454.002, at the request of any interested person, the court
1279512795 may order that a citation be issued to the person presumed dead and
1279612796 that the citation be served on the person by publication and posting
1279712797 and by additional methods as directed by the order.
1279812798 (b) After letters testamentary or of administration are
1279912799 issued, the court may also direct:
1280012800 (1) the personal representative to search for the
1280112801 person presumed dead by notifying law enforcement agencies and
1280212802 public welfare agencies in appropriate locations that the person
1280312803 has disappeared; and
1280412804 (2) the applicant to engage the services of an
1280512805 investigative agency to search for the person presumed dead.
1280612806 (c) The expense of a search or notice under this section
1280712807 shall be taxed to the estate as a cost and paid out of the estate
1280812808 property. (Tex. Prob. Code, Sec. 72(b).)
1280912809 Sec. 454.004. DISTRIBUTION OF ESTATE. The personal
1281012810 representative of the estate of a person presumed dead may not
1281112811 distribute the estate to the persons entitled to the estate until
1281212812 the third anniversary of the date the court granted the letters
1281312813 under Section 454.002. (Tex. Prob. Code, Sec. 72(a) (part).)
1281412814 [Sections 454.005-454.050 reserved for expansion]
1281512815 SUBCHAPTER B. PERSONS PRESUMED DEAD BUT SUBSEQUENTLY
1281612816 PROVED LIVING
1281712817 Sec. 454.051. RESTORATION OF ESTATE. (a) Except as
1281812818 provided by Subsection (b), a person who was proved by
1281912819 circumstantial evidence to be dead under Section 454.002 and who,
1282012820 in a subsequent action, is proved by direct evidence to have been
1282112821 living at any time after the date the court granted the letters
1282212822 under that section, is entitled to restoration of the person's
1282312823 estate or the residue of the person's estate, including the rents
1282412824 and profits from the estate.
1282512825 (b) For estate property sold by the personal representative
1282612826 of the estate, a distributee, or a distributee's successors or
1282712827 assignees to a bona fide purchaser for value, the right of a person
1282812828 to restoration is limited to the proceeds of the sale or the residue
1282912829 of the sold property with any increase of the proceeds or the
1283012830 residue. (Tex. Prob. Code, Sec. 72(a) (part).)
1283112831 Sec. 454.052. LIABILITY OF PERSONAL REPRESENTATIVE AND
1283212832 OTHERS ACTING UNDER COURT ORDER; BONDS NOT VOIDED. (a) Anyone,
1283312833 including a personal representative, who delivered to another the
1283412834 estate or any part of the estate of a person who was proved by
1283512835 circumstantial evidence to be dead under Section 454.002 and who,
1283612836 in a subsequent action, is proved by direct evidence to have been
1283712837 living at any time after the date the court granted the letters
1283812838 testamentary or of administration under that section is not liable
1283912839 for any part of the estate delivered in accordance with the court's
1284012840 order.
1284112841 (b) Subject to Subsection (c), the bond of a personal
1284212842 representative of the estate of a person described by Subsection
1284312843 (a) is not void in any event.
1284412844 (c) A surety is not liable for any act of the personal
1284512845 representative that was done in compliance with or approved by the
1284612846 court's order. (Tex. Prob. Code, Sec. 72(a) (part).)
1284712847 [Chapters 455-500 reserved for expansion]
1284812848 SUBTITLE K. FOREIGN WILLS, OTHER TESTAMENTARY INSTRUMENTS, AND FIDUCIARIES
1284912849 FIDUCIARIES
1285012850 CHAPTER 501. ANCILLARY PROBATE OF FOREIGN WILL
1285112851 Sec. 501.001. AUTHORITY FOR ANCILLARY PROBATE OF
1285212852 FOREIGN WILL
1285312853 Sec. 501.002. APPLICATION FOR ANCILLARY PROBATE OF
1285412854 FOREIGN WILL
1285512855 Sec. 501.003. CITATION AND NOTICE
1285612856 Sec. 501.004. RECORDING BY CLERK
1285712857 Sec. 501.005. EFFECT OF FILING AND RECORDING FOREIGN
1285812858 WILL
1285912859 Sec. 501.006. ANCILLARY LETTERS TESTAMENTARY
1286012860 Sec. 501.007. EFFECT ON PROPERTY
1286112861 Sec. 501.008. SETTING ASIDE OF CERTAIN FOREIGN WILLS
1286212862 CHAPTER 501. ANCILLARY PROBATE OF FOREIGN WILL
1286312863 Sec. 501.001. AUTHORITY FOR ANCILLARY PROBATE OF FOREIGN
1286412864 WILL. The written will of a testator who was not domiciled in this
1286512865 state at the time of the testator's death may be admitted to probate
1286612866 in this state if:
1286712867 (1) the will would affect any property in this state;
1286812868 and
1286912869 (2) proof is presented that the will stands probated
1287012870 or otherwise established in any state of the United States or a
1287112871 foreign nation. (Tex. Prob. Code, Sec. 95(a).)
1287212872 Sec. 501.002. APPLICATION FOR ANCILLARY PROBATE OF FOREIGN
1287312873 WILL. (a) An application for ancillary probate in this state of a
1287412874 foreign will admitted to probate or otherwise established in the
1287512875 jurisdiction in which the testator was domiciled at the time of the
1287612876 testator's death is required to indicate only that probate in this
1287712877 state is requested on the basis of the authenticated copy of the
1287812878 foreign proceedings in which the will was admitted to probate or
1287912879 otherwise established.
1288012880 (b) An application for ancillary probate in this state of a
1288112881 foreign will that has been admitted to probate or otherwise
1288212882 established in a jurisdiction other than the jurisdiction in which
1288312883 the testator was domiciled at the time of the testator's death must:
1288412884 (1) include all information required for an
1288512885 application for probate of a domestic will; and
1288612886 (2) state the name and address of:
1288712887 (A) each devisee; and
1288812888 (B) each person who would be entitled to a
1288912889 portion of the estate as an heir in the absence of a will.
1289012890 (c) An application described by Subsection (a) or (b) must
1289112891 include for filing a copy of the foreign will and the judgment,
1289212892 order, or decree by which the will was admitted to probate or
1289312893 otherwise established. The copy must:
1289412894 (1) be attested by and with the original signature of
1289512895 the court clerk or other official who has custody of the will or who
1289612896 is in charge of probate records;
1289712897 (2) include a certificate with the original signature
1289812898 of the judge or presiding magistrate of the court stating that the
1289912899 attestation is in proper form; and
1290012900 (3) have the court seal affixed, if a court seal
1290112901 exists. (Tex. Prob. Code, Secs. 95(b)(1) (part), (2) (part), (c)
1290212902 (part).)
1290312903 Sec. 501.003. CITATION AND NOTICE. (a) Citation or notice
1290412904 is not required for an application described by Section 501.002(a).
1290512905 (b) For an application described by Section 501.002(b), a
1290612906 citation shall be issued and served by registered or certified mail
1290712907 on each devisee and heir identified in the application. (Tex. Prob.
1290812908 Code, Secs. 95(b)(1) (part), (2) (part).)
1290912909 Sec. 501.004. RECORDING BY CLERK. (a) If a foreign will
1291012910 submitted for ancillary probate in this state has been admitted to
1291112911 probate or otherwise established in the jurisdiction in which the
1291212912 testator was domiciled at the time of the testator's death, it is
1291312913 the ministerial duty of the court clerk to record the will and the
1291412914 evidence of the will's probate or other establishment in the
1291512915 minutes of the court.
1291612916 (b) If a foreign will submitted for ancillary probate in
1291712917 this state has been admitted to probate or otherwise established in
1291812918 a jurisdiction other than the jurisdiction in which the testator
1291912919 was domiciled at the time of the testator's death, and a contest
1292012920 against the ancillary probate is not filed as authorized by Chapter
1292112921 504, the court clerk shall record the will and the evidence of the
1292212922 will's probate or other establishment in the minutes of the court.
1292312923 (c) A court order is not necessary for the recording of a
1292412924 foreign will in accordance with this section. (Tex. Prob. Code,
1292512925 Secs. 95(d)(1) (part), (2) (part).)
1292612926 Sec. 501.005. EFFECT OF FILING AND RECORDING FOREIGN WILL.
1292712927 On filing and recording a foreign will in accordance with this
1292812928 chapter, the foreign will:
1292912929 (1) is considered to be admitted to probate; and
1293012930 (2) has the same effect for all purposes as if the
1293112931 original will had been admitted to probate by order of a court of
1293212932 this state, subject to contest in the manner and to the extent
1293312933 provided by Chapter 504. (Tex. Prob. Code, Secs. 95(d)(1) (part),
1293412934 (2) (part).)
1293512935 Sec. 501.006. ANCILLARY LETTERS TESTAMENTARY. (a) On
1293612936 application, an executor named in a foreign will admitted to
1293712937 ancillary probate in this state in accordance with this chapter is
1293812938 entitled to receive ancillary letters testamentary on proof made to
1293912939 the court that:
1294012940 (1) the executor has qualified to serve as executor in
1294112941 the jurisdiction in which the will was previously admitted to
1294212942 probate or otherwise established; and
1294312943 (2) the executor is not disqualified from serving in
1294412944 that capacity in this state.
1294512945 (b) After the proof required by Subsection (a) is made, the
1294612946 court shall enter an order directing that ancillary letters
1294712947 testamentary be issued to the executor. The court shall revoke any
1294812948 letters of administration previously issued by the court to any
1294912949 other person on application of the executor after personal service
1295012950 of citation on the person to whom the letters were issued. (Tex.
1295112951 Prob. Code, Sec. 105.)
1295212952 Sec. 501.007. EFFECT ON PROPERTY. A foreign will admitted
1295312953 to ancillary probate in this state as provided by this chapter after
1295412954 having been admitted to probate or otherwise established in the
1295512955 jurisdiction in which the testator was domiciled at the time of the
1295612956 testator's death is effective to dispose of property in this state
1295712957 regardless of whether the will was executed with the formalities
1295812958 required by this title. (Tex. Prob. Code, Sec. 95(e).)
1295912959 Sec. 501.008. SETTING ASIDE OF CERTAIN FOREIGN WILLS. (a)
1296012960 This section applies only to a foreign will admitted to ancillary
1296112961 probate in this state, in accordance with the procedures prescribed
1296212962 by this chapter, based on the previous probate or other
1296312963 establishment of the will in the jurisdiction in which the testator
1296412964 was domiciled at the time of the testator's death.
1296512965 (b) The admission to probate in this state of a foreign will
1296612966 to which this section applies shall be set aside if it is
1296712967 subsequently proven in a proceeding brought for that purpose that
1296812968 the foreign jurisdiction in which the will was admitted to probate
1296912969 or otherwise established was not in fact the domicile of the
1297012970 testator at the time of the testator's death.
1297112971 (c) The title or rights of a person who, before commencement
1297212972 of a proceeding to set aside the admission to probate of a foreign
1297312973 will under this section, purchases property in good faith and for
1297412974 value from the personal representative or a devisee or otherwise
1297512975 deals in good faith with the personal representative or a devisee
1297612976 are not affected by the subsequent setting aside of the admission to
1297712977 probate in this state. (Tex. Prob. Code, Sec. 95(f).)
1297812978 CHAPTER 502. ORIGINAL PROBATE OF FOREIGN WILL
1297912979 Sec. 502.001. ORIGINAL PROBATE OF FOREIGN WILL
1298012980 AUTHORIZED
1298112981 Sec. 502.002. PROOF OF FOREIGN WILL IN ORIGINAL
1298212982 PROBATE PROCEEDING
1298312983 CHAPTER 502. ORIGINAL PROBATE OF FOREIGN WILL
1298412984 Sec. 502.001. ORIGINAL PROBATE OF FOREIGN WILL AUTHORIZED.
1298512985 (a) This section applies only to a will of a testator who dies
1298612986 domiciled outside of this state that:
1298712987 (1) on probate, may operate on any property in this
1298812988 state; and
1298912989 (2) is valid under the laws of this state.
1299012990 (b) A court may grant original probate of a will described
1299112991 by Subsection (a) in the same manner as the court grants the probate
1299212992 of other wills under this title if the will:
1299312993 (1) has not been rejected from probate or
1299412994 establishment in the jurisdiction in which the testator died
1299512995 domiciled; or
1299612996 (2) has been rejected from probate or establishment in
1299712997 the jurisdiction in which the testator died domiciled solely for a
1299812998 cause that is not a ground for rejection of a will of a testator who
1299912999 died domiciled in this state.
1300013000 (c) A court may delay passing on an application for probate
1300113001 of a foreign will pending the result of probate or establishment, or
1300213002 of a contest of probate or establishment, in the jurisdiction in
1300313003 which the testator died domiciled. (Tex. Prob. Code, Sec. 103.)
1300413004 Sec. 502.002. PROOF OF FOREIGN WILL IN ORIGINAL PROBATE
1300513005 PROCEEDING. (a) A copy of the will of a testator who dies domiciled
1300613006 outside of this state, authenticated in the manner required by this
1300713007 title, is sufficient proof of the contents of the will to admit the
1300813008 will to probate in an original proceeding in this state if an
1300913009 objection to the will is not made.
1301013010 (b) This section does not:
1301113011 (1) authorize the probate of a will that would not
1301213012 otherwise be admissible to probate; or
1301313013 (2) if an objection is made to a will, relieve the
1301413014 proponent from offering proof of the contents and legal sufficiency
1301513015 of the will as otherwise required.
1301613016 (c) Subsection (b)(2) does not require the proponent to
1301713017 produce the original will unless ordered by the court. (Tex. Prob.
1301813018 Code, Sec. 104.)
1301913019 CHAPTER 503. RECORDING OF FOREIGN TESTAMENTARY INSTRUMENT
1302013020 SUBCHAPTER A. REQUIREMENTS FOR RECORDING FOREIGN TESTAMENTARY INSTRUMENT
1302113021 INSTRUMENT
1302213022 Sec. 503.001. AUTHORIZATION TO RECORD CERTAIN FOREIGN
1302313023 RECORDS
1302413024 Sec. 503.002. ORIGINAL SIGNATURES NOT REQUIRED
1302513025 Sec. 503.003. CONTEST OF RECORDED FOREIGN TESTAMENTARY
1302613026 INSTRUMENT PERMITTED
1302713027 [Sections 503.004-503.050 reserved for expansion]
1302813028 SUBCHAPTER B. EFFECTS OF RECORDED FOREIGN
1302913029 TESTAMENTARY INSTRUMENT
1303013030 Sec. 503.051. RECORDED FOREIGN TESTAMENTARY INSTRUMENT
1303113031 AS CONVEYANCE
1303213032 Sec. 503.052. RECORDED FOREIGN TESTAMENTARY INSTRUMENT
1303313033 AS NOTICE OF TITLE
1303413034 CHAPTER 503. RECORDING OF FOREIGN TESTAMENTARY INSTRUMENT
1303513035 SUBCHAPTER A. REQUIREMENTS FOR RECORDING FOREIGN TESTAMENTARY
1303613036 INSTRUMENT
1303713037 Sec. 503.001. AUTHORIZATION TO RECORD CERTAIN FOREIGN
1303813038 TESTAMENTARY INSTRUMENTS IN DEED RECORDS. (a) A copy of a will or
1303913039 other testamentary instrument that conveys, or in any other manner
1304013040 disposes of, land in this state and that has been probated according
1304113041 to the laws of any state of the United States or a country other than
1304213042 the United States, along with a copy of the judgment, order, or
1304313043 decree by which the instrument was admitted to probate that has the
1304413044 attestation, seal, and certificate required by Section 501.002(c),
1304513045 may be filed and recorded in the deed records in any county in this
1304613046 state in which the land is located:
1304713047 (1) without further proof or authentication, subject
1304813048 to Section 503.003; and
1304913049 (2) in the same manner as a deed or conveyance is
1305013050 required to be recorded under the laws of this state.
1305113051 (b) A copy of a will or other testamentary instrument
1305213052 described by Subsection (a), along with a copy of the judgment,
1305313053 order, or decree by which the instrument was admitted to probate
1305413054 that has the attestation and certificate required by Section
1305513055 501.002(c), is:
1305613056 (1) prima facie evidence that the instrument has been
1305713057 admitted to probate according to the laws of the state or country in
1305813058 which it was allegedly admitted to probate; and
1305913059 (2) sufficient to authorize the instrument and the
1306013060 judgment, order, or decree to be recorded in the deed records in the
1306113061 proper county or counties in this state. (Tex. Prob. Code, Secs. 96
1306213062 (part), 97.)
1306313063 Sec. 503.002. ORIGINAL SIGNATURES NOT REQUIRED.
1306413064 Notwithstanding Section 501.002(c), the original signatures
1306513065 required by that section may not be required for a recordation in
1306613066 the deed records in accordance with Section 503.001 or for a purpose
1306713067 described by Section 503.051 or 503.052. (Tex. Prob. Code, Sec.
1306813068 95(c) (part).)
1306913069 Sec. 503.003. CONTEST OF RECORDED FOREIGN TESTAMENTARY
1307013070 INSTRUMENT PERMITTED. The validity of a will or other testamentary
1307113071 instrument, a copy of which is filed and recorded as provided by
1307213072 Section 503.001, may be contested in the manner and to the extent
1307313073 provided by Subchapter A, Chapter 504. (Tex. Prob. Code, Sec. 96
1307413074 (part).)
1307513075 [Sections 503.004-503.050 reserved for expansion]
1307613076 SUBCHAPTER B. EFFECTS OF RECORDED FOREIGN
1307713077 TESTAMENTARY INSTRUMENT
1307813078 Sec. 503.051. RECORDED FOREIGN TESTAMENTARY INSTRUMENT AS
1307913079 CONVEYANCE. A copy of a foreign will or other testamentary
1308013080 instrument described by Section 503.001 and the copy of the
1308113081 judgment, order, or decree by which the instrument was admitted to
1308213082 probate that are attested and proved as provided by that section and
1308313083 delivered to the county clerk of the proper county in this state to
1308413084 be recorded in the deed records:
1308513085 (1) take effect and are valid as a deed of conveyance
1308613086 of all property in this state covered by the instrument; and
1308713087 (2) have the same effect as a recorded deed or other
1308813088 conveyance of land beginning at the time the instrument is
1308913089 delivered to the clerk to be recorded. (Tex. Prob. Code, Sec. 98.)
1309013090 Sec. 503.052. RECORDED FOREIGN TESTAMENTARY INSTRUMENT AS
1309113091 NOTICE OF TITLE. A copy of a foreign will or other testamentary
1309213092 instrument described by Section 503.001 and the copy of the
1309313093 judgment, order, or decree by which the instrument was admitted to
1309413094 probate that is attested and proved as provided by that section and
1309513095 filed for recording in the deed records of the proper county in this
1309613096 state constitute notice to all persons of the:
1309713097 (1) existence of the instrument; and
1309813098 (2) title or titles conferred by the instrument.
1309913099 (Tex. Prob. Code, Sec. 99.)
1310013100 CHAPTER 504. CONTEST OF OR OTHER CHALLENGE TO FOREIGN TESTAMENTARY INSTRUMENT
1310113101 INSTRUMENT
1310213102 SUBCHAPTER A. CONTEST OR SETTING ASIDE PROBATE OF FOREIGN WILL IN THIS STATE
1310313103 THIS STATE
1310413104 Sec. 504.001. GROUNDS FOR CONTESTING FOREIGN WILL
1310513105 PROBATED IN DOMICILIARY JURISDICTION
1310613106 Sec. 504.002. GROUNDS FOR CONTESTING FOREIGN WILL
1310713107 JURISDICTION
1310813108 Sec. 504.003. PROCEDURES AND TIME LIMITS FOR
1310913109 CONTESTING FOREIGN WILL
1311013110 Sec. 504.004. PROBATE OF FOREIGN WILL SET ASIDE FOR
1311113111 LACK OF SERVICE
1311213112 [Sections 504.005-504.050 reserved for expansion]
1311313113 SUBCHAPTER B. CONTEST OR FINAL REJECTION IN FOREIGN JURISDICTION
1311413114 Sec. 504.051. NOTICE OF WILL CONTEST IN FOREIGN
1311513115 JURISDICTION
1311613116 Sec. 504.052. EFFECT OF NOTICE
1311713117 Sec. 504.053. EFFECT OF REJECTION OF TESTAMENTARY
1311813118 INSTRUMENT BY FOREIGN JURISDICTION
1311913119 CHAPTER 504. CONTEST OF OR OTHER CHALLENGE TO FOREIGN TESTAMENTARY
1312013120 INSTRUMENT
1312113121 SUBCHAPTER A. CONTEST OR SETTING ASIDE PROBATE OF FOREIGN WILL IN
1312213122 THIS STATE
1312313123 Sec. 504.001. GROUNDS FOR CONTESTING FOREIGN WILL PROBATED
1312413124 IN DOMICILIARY JURISDICTION. (a) Subject to Subsection (b), an
1312513125 interested person may contest a foreign will that has been:
1312613126 (1) admitted to probate or established in the
1312713127 jurisdiction in which the testator was domiciled at the time of the
1312813128 testator's death; and
1312913129 (2) admitted to probate in this state or filed in the
1313013130 deed records of any county of this state.
1313113131 (b) A will described by Subsection (a) may be contested only
1313213132 on the grounds that:
1313313133 (1) the proceedings in the jurisdiction in which the
1313413134 testator was domiciled at the time of the testator's death were not
1313513135 authenticated in the manner required for ancillary probate or
1313613136 recording in the deed records in this state;
1313713137 (2) the will has been finally rejected for probate in
1313813138 this state in another proceeding; or
1313913139 (3) the probate of the will has been set aside in the
1314013140 jurisdiction in which the testator was domiciled at the time of the
1314113141 testator's death. (Tex. Prob. Code, Sec. 100(a).)
1314213142 Sec. 504.002. GROUNDS FOR CONTESTING FOREIGN WILL PROBATED
1314313143 IN NON-DOMICILIARY JURISDICTION. A foreign will admitted to
1314413144 probate or established in any jurisdiction other than the
1314513145 jurisdiction in which the testator was domiciled at the time of the
1314613146 testator's death may be contested on any grounds that are the basis
1314713147 for the contest of a domestic will. (Tex. Prob. Code, Sec. 100(b)
1314813148 (part).)
1314913149 Sec. 504.003. PROCEDURES AND TIME LIMITS FOR CONTESTING
1315013150 FOREIGN WILL. (a) The probate in this state of a foreign will
1315113151 probated or established in a jurisdiction other than the
1315213152 jurisdiction in which the testator was domiciled at the time of the
1315313153 testator's death may be contested in the manner that would apply if
1315413154 the testator had been domiciled in this state at the time of the
1315513155 testator's death.
1315613156 (b) A foreign will admitted to ancillary probate in this
1315713157 state or filed in the deed records of any county of this state may be
1315813158 contested using the same procedures and within the same time limits
1315913159 applicable to the contest of a will admitted to original probate in
1316013160 this state. (Tex. Prob. Code, Secs. 95(d)(2) (part), 100(c).)
1316113161 Sec. 504.004. PROBATE OF FOREIGN WILL SET ASIDE FOR LACK OF
1316213162 SERVICE. (a) The probate in this state of a foreign will shall be
1316313163 set aside if:
1316413164 (1) the will was probated in this state:
1316513165 (A) in accordance with the procedure applicable
1316613166 to the probate of a will admitted to probate in the jurisdiction in
1316713167 which the testator was domiciled at the time of the testator's
1316813168 death; and
1316913169 (B) without the service of citation required for
1317013170 a will admitted to probate in another jurisdiction that was not the
1317113171 testator's domicile at the time of the testator's death; and
1317213172 (2) it is proved that the foreign jurisdiction in
1317313173 which the will was probated was not the testator's domicile at the
1317413174 time of the testator's death.
1317513175 (b) If otherwise entitled, a will the probate of which is
1317613176 set aside in accordance with Subsection (a) may be:
1317713177 (1) reprobated in accordance with the procedure
1317813178 prescribed for the probate of a will admitted in a jurisdiction that
1317913179 was not the testator's domicile at the time of the testator's death;
1318013180 or
1318113181 (2) admitted to original probate in this state in the
1318213182 proceeding in which the ancillary probate was set aside or in a
1318313183 subsequent proceeding. (Tex. Prob. Code, Sec. 100(b) (part).)
1318413184 [Sections 504.005-504.050 reserved for expansion]
1318513185 SUBCHAPTER B. CONTEST OR FINAL REJECTION IN FOREIGN JURISDICTION
1318613186 Sec. 504.051. NOTICE OF WILL CONTEST IN FOREIGN
1318713187 JURISDICTION. Verified notice that a proceeding to contest a will
1318813188 probated or established in a foreign jurisdiction has been
1318913189 commenced in that jurisdiction may be filed and recorded in the
1319013190 minutes of the court in this state in which the foreign will was
1319113191 probated, or in the deed records of any county of this state in
1319213192 which the foreign will was recorded, within the time limits for the
1319313193 contest of a foreign will in this state. (Tex. Prob. Code, Sec. 101
1319413194 (part).)
1319513195 Sec. 504.052. EFFECT OF NOTICE. After a notice is filed and
1319613196 recorded under Section 504.051, the probate or recording in this
1319713197 state of the foreign will that is the subject of the notice has no
1319813198 effect until verified proof is filed and recorded that the foreign
1319913199 proceedings:
1320013200 (1) have been terminated in favor of the will; or
1320113201 (2) were never commenced. (Tex. Prob. Code, Sec. 101
1320213202 (part).)
1320313203 Sec. 504.053. EFFECT OF REJECTION OF TESTAMENTARY
1320413204 INSTRUMENT BY FOREIGN JURISDICTION. (a) Except as provided by
1320513205 Subsection (b), final rejection of a will or other testamentary
1320613206 instrument from probate or establishment in a foreign jurisdiction
1320713207 in which the testator was domiciled at the time of the testator's
1320813208 death is conclusive in this state.
1320913209 (b) A will or other testamentary instrument that is finally
1321013210 rejected from probate or establishment in a foreign jurisdiction in
1321113211 which the testator was domiciled at the time of the testator's death
1321213212 may be admitted to probate or continue to be effective in this state
1321313213 if the will or other instrument was rejected solely for a cause that
1321413214 is not a ground for rejection of a will of a testator who died
1321513215 domiciled in this state. (Tex. Prob. Code, Sec. 102.)
1321613216 CHAPTER 505. FOREIGN PERSONAL REPRESENTATIVES, TRUSTEES, AND FIDUCIARIES
1321713217 FIDUCIARIES
1321813218 SUBCHAPTER A. FOREIGN CORPORATE FIDUCIARY
1321913219 Sec. 505.001. DEFINITION
1322013220 Sec. 505.002. APPLICABILITY OF OTHER LAW
1322113221 Sec. 505.003. AUTHORITY OF FOREIGN CORPORATE FIDUCIARY
1322213222 TO SERVE IN FIDUCIARY CAPACITY
1322313223 Sec. 505.004. FILING REQUIREMENTS; DESIGNATION
1322413224 Sec. 505.005. SERVICE OF NOTICE OR PROCESS ON
1322513225 SECRETARY OF STATE
1322613226 Sec. 505.006. CRIMINAL PENALTY; EFFECT OF CONVICTION
1322713227 [Sections 505.007-505.050 reserved for expansion]
1322813228 SUBCHAPTER B. FOREIGN EXECUTORS AND TRUSTEES
1322913229 Sec. 505.051. APPLICABILITY OF BOND REQUIREMENT
1323013230 Sec. 505.052. POWER TO SELL PROPERTY
1323113231 [Sections 505.053-505.100 reserved for expansion]
1323213232 SUBCHAPTER C. RECOVERY OF DEBTS BY FOREIGN EXECUTOR OR ADMINISTRATOR
1323313233 ADMINISTRATOR
1323413234 Sec. 505.101. SUIT TO RECOVER DEBT
1323513235 Sec. 505.102. JURISDICTION
1323613236 Sec. 505.103. RESTRICTION ON SUIT BROUGHT BY FOREIGN
1323713237 EXECUTOR OR ADMINISTRATOR
1323813238 CHAPTER 505. FOREIGN PERSONAL REPRESENTATIVES, TRUSTEES, AND
1323913239 FIDUCIARIES
1324013240 SUBCHAPTER A. FOREIGN CORPORATE FIDUCIARY
1324113241 Sec. 505.001. DEFINITION. In this subchapter, "foreign
1324213242 corporate fiduciary" means a corporate fiduciary that does not have
1324313243 its main office or a branch office in this state. (Tex. Prob. Code,
1324413244 Sec. 105A(a) (part).)
1324513245 Sec. 505.002. APPLICABILITY OF OTHER LAW. (a) A foreign
1324613246 corporate fiduciary acting in a fiduciary capacity in this state in
1324713247 strict accordance with this subchapter:
1324813248 (1) is not transacting business in this state within
1324913249 the meaning of Section 9.001, Business Organizations Code; and
1325013250 (2) is qualified to serve in that capacity under
1325113251 Section 501.006.
1325213252 (b) This subchapter is in addition to, and not a limitation
1325313253 on, Subtitles F and G, Title 3, Finance Code. (Tex. Prob. Code,
1325413254 Secs. 105A(c), (d).)
1325513255 Sec. 505.003. AUTHORITY OF FOREIGN CORPORATE FIDUCIARY TO
1325613256 SERVE IN FIDUCIARY CAPACITY. (a) Subject to Subsections (b) and
1325713257 (c) and Section 505.004, a foreign corporate fiduciary may be
1325813258 appointed by will, deed, agreement, declaration, indenture, court
1325913259 order or decree, or otherwise and may serve in this state in any
1326013260 fiduciary capacity, including as:
1326113261 (1) trustee of a personal or corporate trust;
1326213262 (2) executor;
1326313263 (3) administrator; or
1326413264 (4) guardian of the estate.
1326513265 (b) A foreign corporate fiduciary appointed to serve in a
1326613266 fiduciary capacity in this state must have the corporate power to
1326713267 act in that capacity.
1326813268 (c) This section applies only to the extent that the home
1326913269 state of the foreign corporate fiduciary appointed to serve in a
1327013270 fiduciary capacity in this state grants to a corporate fiduciary
1327113271 whose home state is this state the authority to serve in like
1327213272 fiduciary capacity. (Tex. Prob. Code, Sec. 105A(a) (part).)
1327313273 Sec. 505.004. FILING REQUIREMENTS; DESIGNATION. (a) A
1327413274 foreign corporate fiduciary must file the following documents with
1327513275 the secretary of state before qualifying or serving in this state in
1327613276 a fiduciary capacity as authorized by Section 505.003:
1327713277 (1) a copy of the fiduciary's charter, articles of
1327813278 incorporation or of association, and all amendments to those
1327913279 documents, certified by the fiduciary's secretary under the
1328013280 fiduciary's corporate seal;
1328113281 (2) a properly executed written instrument that by the
1328213282 instrument's terms is of indefinite duration and irrevocable,
1328313283 appointing the secretary of state and the secretary of state's
1328413284 successors as the fiduciary's agent for service of process on whom
1328513285 notices and processes issued by a court of this state may be served
1328613286 in an action or proceeding relating to a trust, estate, fund, or
1328713287 other matter within this state with respect to which the fiduciary
1328813288 is acting in a fiduciary capacity, including the acts or defaults of
1328913289 the fiduciary with respect to that trust, estate, or fund; and
1329013290 (3) a written certificate of designation specifying
1329113291 the name and address of the officer, agent, or other person to whom
1329213292 the secretary of state shall forward notices and processes
1329313293 described by Subdivision (2).
1329413294 (b) A foreign corporate fiduciary may change the
1329513295 certificate of designation under Subsection (a)(3) by filing a new
1329613296 certificate. (Tex. Prob. Code, Sec. 105A(b) (part).)
1329713297 Sec. 505.005. SERVICE OF NOTICE OR PROCESS ON SECRETARY OF
1329813298 STATE. (a) On receipt of a notice or process described by Section
1329913299 505.004(a)(2), the secretary of state shall promptly forward the
1330013300 notice or process by registered or certified mail to the officer,
1330113301 agent, or other person designated by the foreign corporate
1330213302 fiduciary under Section 505.004 to receive the notice or process.
1330313303 (b) Service of notice or process described by Section
1330413304 505.004(a)(2) on the secretary of state as agent for a foreign
1330513305 corporate fiduciary has the same effect as if personal service had
1330613306 been had in this state on the foreign corporate fiduciary. (Tex.
1330713307 Prob. Code, Sec. 105A(b) (part).)
1330813308 Sec. 505.006. CRIMINAL PENALTY; EFFECT OF CONVICTION. (a)
1330913309 A foreign corporate fiduciary commits an offense if the fiduciary
1331013310 violates this subchapter.
1331113311 (b) An offense under this section is a misdemeanor
1331213312 punishable by a fine not to exceed $5,000.
1331313313 (c) On conviction, the court may prohibit a foreign
1331413314 corporate fiduciary convicted of an offense under this section from
1331513315 thereafter serving in any fiduciary capacity in this state. (Tex.
1331613316 Prob. Code, Sec. 105A(e).)
1331713317 [Sections 505.007-505.050 reserved for expansion]
1331813318 SUBCHAPTER B. FOREIGN EXECUTORS AND TRUSTEES
1331913319 Sec. 505.051. APPLICABILITY OF BOND REQUIREMENT. (a) A
1332013320 foreign executor is not required to give bond if the will appointing
1332113321 the foreign executor provides that the executor may serve without
1332213322 bond.
1332313323 (b) The bond provisions of this title applicable to domestic
1332413324 representatives apply to a foreign executor if the will appointing
1332513325 the foreign executor does not exempt the foreign executor from
1332613326 giving bond. (Tex. Prob. Code, Sec. 106.)
1332713327 Sec. 505.052. POWER TO SELL PROPERTY. (a) If a foreign
1332813328 will has been recorded in the deed records of a county in this state
1332913329 in the manner provided by this subtitle and the will gives an
1333013330 executor or trustee the power to sell property located in this
1333113331 state:
1333213332 (1) an order of a court of this state is not necessary
1333313333 to authorize the executor or trustee to make the sale and execute
1333413334 proper conveyance; and
1333513335 (2) any specific directions the testator gave in the
1333613336 foreign will respecting the sale of the estate property must be
1333713337 followed unless the directions have been annulled or suspended by
1333813338 an order of a court of competent jurisdiction.
1333913339 (b) Notwithstanding Section 501.002(c), the original
1334013340 signatures required by that section may not be required for
1334113341 purposes of this section. (Tex. Prob. Code, Secs. 95(c) (part),
1334213342 107.)
1334313343 [Sections 505.053-505.100 reserved for expansion]
1334413344 SUBCHAPTER C. RECOVERY OF DEBTS BY FOREIGN EXECUTOR OR
1334513345 ADMINISTRATOR
1334613346 Sec. 505.101. SUIT TO RECOVER DEBT. (a) On giving notice
1334713347 by registered or certified mail to all creditors of a decedent in
1334813348 this state who have filed a claim against the decedent's estate for
1334913349 a debt due to the creditor, a foreign executor or administrator of a
1335013350 person who was a nonresident at the time of death may maintain a
1335113351 suit in this state for the recovery of debts due to the decedent.
1335213352 (b) The plaintiff's letters testamentary or of
1335313353 administration granted by a competent tribunal, properly
1335413354 authenticated, must be filed with the suit. (Tex. Prob. Code, Secs.
1335513355 107A(a), (b).)
1335613356 Sec. 505.102. JURISDICTION. (a) A foreign executor or
1335713357 administrator who files a suit authorized by Section 505.101
1335813358 submits personally to the jurisdiction of the courts of this state
1335913359 in a proceeding relating to the recovery of a debt owed to a
1336013360 resident of this state by the decedent whose estate the executor or
1336113361 administrator represents.
1336213362 (b) Jurisdiction under this section is limited to the amount
1336313363 of money or value of personal property recovered in this state by
1336413364 the foreign executor or administrator. (Tex. Prob. Code, Sec.
1336513365 107A(c).)
1336613366 Sec. 505.103. RESTRICTION ON SUIT BROUGHT BY FOREIGN
1336713367 EXECUTOR OR ADMINISTRATOR. A suit may not be maintained in this
1336813368 state by a foreign executor or administrator for a decedent's
1336913369 estate under this subchapter if there is:
1337013370 (1) an executor or administrator of the decedent's
1337113371 estate qualified by a court of this state; or
1337213372 (2) a pending application in this state for the
1337313373 appointment of an executor or administrator of the decedent's
1337413374 estate. (Tex. Prob. Code, Sec. 107A(d).)
1337513375 [Chapters 506-550 reserved for expansion]
1337613376 SUBTITLE L. PAYMENT OF ESTATES INTO TREASURY
1337713377 CHAPTER 551. PAYMENT OF CERTAIN ESTATES TO STATE
1337813378 SUBCHAPTER A. PAYMENT OF CERTAIN FUNDS TO STATE
1337913379 Sec. 551.001. PAYMENT OF CERTAIN SHARES OF ESTATE TO
1338013380 STATE
1338113381 Sec. 551.002. PAYMENT OF PORTION THAT IS IN MONEY
1338213382 Sec. 551.003. PAYMENT OF PORTION THAT IS NOT IN MONEY
1338313383 Sec. 551.004. COMPENSATION TO EXECUTOR OR
1338413384 ADMINISTRATOR
1338513385 Sec. 551.005. COMPTROLLER INDISPENSABLE PARTY
1338613386 Sec. 551.006. COMPTROLLER'S RECEIPT
1338713387 [Sections 551.007-551.050 reserved for expansion]
1338813388 SUBCHAPTER B. RECOVERY OF FUNDS PAID TO STATE
1338913389 Sec. 551.051. RECOVERY OF FUNDS
1339013390 Sec. 551.052. ACTION FOR RECOVERY
1339113391 Sec. 551.053. JUDGMENT
1339213392 Sec. 551.054. PAYMENT OF COSTS
1339313393 Sec. 551.055. REPRESENTATION OF COMPTROLLER
1339413394 [Sections 551.056-551.100 reserved for expansion]
1339513395 SUBCHAPTER C. PENALTIES; ENFORCEMENT
1339613396 Sec. 551.101. LIABILITY OF COURT CLERK; PENALTY
1339713397 Sec. 551.102. DAMAGES FOR FAILURE TO MAKE PAYMENTS
1339813398 Sec. 551.103. ENFORCEMENT OF PAYMENT AND DAMAGES;
1339913399 RECOVERY ON BOND
1340013400 CHAPTER 551. PAYMENT OF CERTAIN ESTATES TO STATE
1340113401 SUBCHAPTER A. PAYMENT OF CERTAIN FUNDS TO STATE
1340213402 Sec. 551.001. PAYMENT OF CERTAIN SHARES OF ESTATE TO STATE.
1340313403 (a) The court, by written order, shall require the executor or
1340413404 administrator of an estate to pay to the comptroller as provided by
1340513405 this subchapter the share of that estate of a person entitled to
1340613406 that share who does not demand the share from the executor or
1340713407 administrator within six months after the date of, as applicable:
1340813408 (1) a court order approving the report of the
1340913409 commissioners of partition made under Section 360.154; or
1341013410 (2) the settlement of the final account of the
1341113411 executor or administrator.
1341213412 (b) This section does not apply to the share of an estate to
1341313413 which a resident minor without a guardian is entitled. (Tex. Prob.
1341413414 Code, Sec. 427 (part).)
1341513415 Sec. 551.002. PAYMENT OF PORTION THAT IS IN MONEY. The
1341613416 executor or administrator shall pay the portion of the share
1341713417 subject to Section 551.001 that is in money to the comptroller.
1341813418 (Tex. Prob. Code, Sec. 427 (part).)
1341913419 Sec. 551.003. PAYMENT OF PORTION THAT IS NOT IN MONEY. (a)
1342013420 The court's order under Section 551.001 must require the executor
1342113421 or administrator to:
1342213422 (1) sell, on terms determined best by the court, the
1342313423 portion of a share subject to that section that is in property other
1342413424 than money; and
1342513425 (2) on collection of the proceeds of the sale, pay the
1342613426 proceeds to the comptroller.
1342713427 (b) An action to recover the proceeds of a sale under this
1342813428 section is governed by Subchapter B. (Tex. Prob. Code, Sec. 427
1342913429 (part).)
1343013430 Sec. 551.004. COMPENSATION TO EXECUTOR OR ADMINISTRATOR.
1343113431 The executor or administrator is entitled to reasonable
1343213432 compensation for services performed under Section 551.003. (Tex.
1343313433 Prob. Code, Sec. 427 (part).)
1343413434 Sec. 551.005. COMPTROLLER INDISPENSABLE PARTY. (a) The
1343513435 comptroller is an indispensable party to a judicial or
1343613436 administrative proceeding concerning the disposition and handling
1343713437 of any share of an estate that is or may be payable to the
1343813438 comptroller under Section 551.001.
1343913439 (b) The clerk of a court that orders an executor or
1344013440 administrator to pay funds to the comptroller under Section 551.001
1344113441 shall serve on the comptroller, by personal service of citation, a
1344213442 certified copy of the court order not later than the fifth day after
1344313443 the date the order is issued. (Tex. Prob. Code, Sec. 428.)
1344413444 Sec. 551.006. COMPTROLLER'S RECEIPT. (a) An executor or
1344513445 administrator who pays to the comptroller under this subchapter any
1344613446 funds of the estate represented by the executor or administrator
1344713447 shall:
1344813448 (1) obtain from the comptroller a receipt for the
1344913449 payment, with official seal attached; and
1345013450 (2) file the receipt with the clerk of the court that
1345113451 orders the payment.
1345213452 (b) The court clerk shall record the comptroller's receipt
1345313453 in the minutes of the court. (Tex. Prob. Code, Sec. 430.)
1345413454 [Sections 551.007-551.050 reserved for expansion]
1345513455 SUBCHAPTER B. RECOVERY OF FUNDS PAID TO STATE
1345613456 Sec. 551.051. RECOVERY OF FUNDS. If funds of an estate have
1345713457 been paid to the comptroller under this chapter, an heir or devisee
1345813458 or an assignee of an heir or devisee may recover the share of the
1345913459 funds to which the heir, devisee, or assignee is entitled. (Tex.
1346013460 Prob. Code, Sec. 433(a) (part).)
1346113461 Sec. 551.052. ACTION FOR RECOVERY. (a) A person claiming
1346213462 funds under Section 551.051 must bring an action, on or before the
1346313463 fourth anniversary of the date of the order requiring payment under
1346413464 this chapter to the comptroller, by filing a petition in the
1346513465 district court of Travis County against the comptroller. The
1346613466 petition must set forth:
1346713467 (1) the plaintiff's right to the funds; and
1346813468 (2) the amount claimed by the plaintiff.
1346913469 (b) On the filing of a petition under Subsection (a), the
1347013470 court clerk shall issue a citation for the comptroller to appear and
1347113471 represent the interest of this state in the action. The citation
1347213472 must be served by personal service.
1347313473 (c) Proceedings in an action brought under this section are
1347413474 governed by the rules applicable to other civil actions. (Tex.
1347513475 Prob. Code, Secs. 433(a) (part), (b) (part), (c) (part).)
1347613476 Sec. 551.053. JUDGMENT. (a) If a plaintiff establishes the
1347713477 plaintiff's right to funds claimed under this subchapter, the court
1347813478 shall award a judgment that specifies the amount to which the
1347913479 plaintiff is entitled.
1348013480 (b) A certified copy of the judgment constitutes sufficient
1348113481 authority for the comptroller to pay the judgment. (Tex. Prob.
1348213482 Code, Sec. 433(c) (part).)
1348313483 Sec. 551.054. PAYMENT OF COSTS. The costs of an action
1348413484 brought under this subchapter shall be adjudged against the
1348513485 plaintiff. The plaintiff may be required to secure the costs.
1348613486 (Tex. Prob. Code, Sec. 433(d).)
1348713487 Sec. 551.055. REPRESENTATION OF COMPTROLLER. As the
1348813488 comptroller elects and with the approval of the attorney general,
1348913489 the attorney general, the county attorney or criminal district
1349013490 attorney for the county, or the district attorney for the district
1349113491 shall represent the comptroller in an action brought under this
1349213492 subchapter. (Tex. Prob. Code, Sec. 433(b) (part).)
1349313493 [Sections 551.056-551.100 reserved for expansion]
1349413494 SUBCHAPTER C. PENALTIES; ENFORCEMENT
1349513495 Sec. 551.101. LIABILITY OF COURT CLERK; PENALTY. (a) A
1349613496 court clerk who fails to timely comply with Section 551.005(b) is
1349713497 liable for a $100 penalty.
1349813498 (b) The penalty under Subsection (a) shall be recovered
1349913499 through an action brought in the name of this state, after personal
1350013500 service of citation, on the information of any resident. Half of
1350113501 the penalty shall be paid to the informer and the other half to this
1350213502 state. (Tex. Prob. Code, Sec. 429.)
1350313503 Sec. 551.102. DAMAGES FOR FAILURE TO MAKE PAYMENTS. (a) An
1350413504 executor or administrator who fails to pay funds of an estate to the
1350513505 comptroller as required by an order under Section 551.001 on or
1350613506 before the 30th day after the date of the order is liable, after
1350713507 personal service of citation charging that failure and after proof
1350813508 of the failure, for damages. The damages:
1350913509 (1) accrue at the rate of five percent of the amount of
1351013510 the funds per month for each month or fraction of a month after the
1351113511 30th day after the date of the order that the executor or
1351213512 administrator fails to make the payment; and
1351313513 (2) must be paid to the comptroller out of the
1351413514 executor's or administrator's own estate.
1351513515 (b) Damages under this section may be recovered in any court
1351613516 of competent jurisdiction. (Tex. Prob. Code, Sec. 431.)
1351713517 Sec. 551.103. ENFORCEMENT OF PAYMENT AND DAMAGES; RECOVERY
1351813518 ON BOND. (a) The comptroller may apply in the name of this state to
1351913519 the court that issued an order for the payment of funds of an estate
1352013520 under this chapter to enforce the payment of:
1352113521 (1) funds the executor or administrator has failed to
1352213522 pay to the comptroller under the order; and
1352313523 (2) any damages that have accrued under Section
1352413524 551.102.
1352513525 (b) The court shall enforce the payment under Subsection (a)
1352613526 in the manner prescribed for enforcement of other payment orders.
1352713527 (c) In addition to the action under Subsection (a), the
1352813528 comptroller may bring an action in the name of this state against
1352913529 the executor or administrator and the sureties on the executor's or
1353013530 administrator's bond for the recovery of the funds ordered to be
1353113531 paid and any accrued damages.
1353213532 (d) The county attorney or criminal district attorney for
1353313533 the county, the district attorney for the district, or the attorney
1353413534 general, at the election of the comptroller and with the approval of
1353513535 the attorney general, shall represent the comptroller in all
1353613536 proceedings under this section, and shall also represent the
1353713537 interests of this state in all other matters arising under this
1353813538 code. (Tex. Prob. Code, Sec. 432.)
1353913539 [Chapters 552-600 reserved for expansion]
1354013540 SUBTITLE M. DURABLE POWERS OF ATTORNEY
1354113541 [Chapters 601-650 reserved for expansion]
1354213542 [Subtitles N-W reserved for expansion]
1354313543 SUBTITLE X. TEXAS PROBATE CODE: SCOPE, JURISDICTION, AND COURTS
1354413544 CHAPTER I. GENERAL PROVISIONS
1354513545 [Reserved for expansion]
1354613546 SUBTITLE Y. TEXAS PROBATE CODE: INDEPENDENT ADMINISTRATION
1354713547 CHAPTER VI. SPECIAL TYPES OF ADMINISTRATION
1354813548 PART 4. INDEPENDENT ADMINISTRATION
1354913549 [Reserved for expansion]
1355013550 SUBTITLE Z. TEXAS PROBATE CODE: DURABLE POWERS OF ATTORNEY
1355113551 [Reserved for expansion]
1355213552 [Titles 3-24 reserved for expansion]
1355313553 TITLE 25. TEXAS PROBATE CODE: GUARDIANSHIP
1355413554 [Reserved for expansion]
1355513555 SECTION 2. TRANSFER AND REDESIGNATION. Sections 2, 4, 5,
1355613556 5A, 5B, 5C, 6, and 8, Texas Probate Code, are transferred to Chapter
1355713557 I, Subtitle X, Title 2, Estates Code, as added by Section 1 of this
1355813558 Act, and redesignated as Sections 2, 4, 5, 5A, 5B, 5C, 6, and 8,
1355913559 Estates Code, respectively.
1356013560 SECTION 3. TRANSFER AND REDESIGNATION. Sections 145
1356113561 through 154A, Texas Probate Code, are transferred to Part 4,
1356213562 Chapter VI, Subtitle Y, Title 2, Estates Code, as added by Section 1
1356313563 of this Act, and redesignated as Sections 145 through 154A, Estates
1356413564 Code, respectively.
1356513565 SECTION 4. TRANSFER AND REDESIGNATION. Chapter XII, Texas
1356613566 Probate Code, is transferred to Subtitle Z, Title 2, Estates Code,
1356713567 as added by Section 1 of this Act, and Sections 481 through 506 of
1356813568 that chapter are redesignated as Sections 481 through 506, Estates
1356913569 Code, respectively.
1357013570 SECTION 5. TRANSFER AND REDESIGNATION. Chapter XIII, Texas
1357113571 Probate Code, is transferred to Title 25, Estates Code, as added by
1357213572 Section 1 of this Act, and redesignated as Chapter XIII of that
1357313573 title, and Sections 601 through 905 of that chapter are
1357413574 redesignated as Sections 601 through 905, Estates Code,
1357513575 respectively.
1357613576 SECTION 6. CONFORMING AMENDMENT. Section 2, Texas Probate
1357713577 Code, redesignated as Section 2, Estates Code, by Section 2 of this
1357813578 Act, is amended to read as follows:
1357913579 Sec. 2. EFFECTIVE DATE AND APPLICATION. [(a) Effective Date.
1358013580 This Code shall take effect and be in force on and after January 1,
1358113581 1956. The procedure herein prescribed shall govern all probate
1358213582 proceedings in county and probate courts brought after the
1358313583 effective date of this Act, and also all further procedure in
1358413584 proceedings in probate then pending, except to the extent that in
1358513585 the opinion of the court, with respect to proceedings in probate
1358613586 then pending, its application in particular proceedings or parts
1358713587 thereof would not be feasible or would work injustice, in which
1358813588 event the former procedure shall apply.
1358913589 [(b) Rights Not Affected. No act done in any proceeding
1359013590 commenced before this Code takes effect, and no accrued right,
1359113591 shall be impaired by the provisions of this Code. When a right is
1359213592 acquired, extinguished, or barred upon the expiration of a
1359313593 prescribed period of time which has commenced to run by the
1359413594 provision of any statute in force before this Code takes effect,
1359513595 such provision shall remain in force and be deemed a part of this
1359613596 Code with respect to such right. All things properly done under any
1359713597 previously existing statute prior to the taking effect of this Code
1359813598 shall be treated as valid. Where citation or other process or
1359913599 notice is issued and served in compliance with existing statutes
1360013600 prior to the taking effect of this Code, the party upon whom such
1360113601 citation or other process has been served shall have the time
1360213602 provided for under such previously existing statutes in which to
1360313603 comply therewith.
1360413604 [(c) Subdivisions Have No Legal Effect. The division of this
1360513605 Code into Chapters, Parts, Sections, Subsections, and Paragraphs is
1360613606 solely for convenience and shall have no legal effect.
1360713607 [(d) Severability. If any provision of this Code, or the
1360813608 application thereof to any person or circumstance, is held invalid,
1360913609 such invalidity shall not affect other provisions or applications
1361013610 of the Code which can be given effect without the invalid provision
1361113611 or application, and to this end the provisions of this Code are
1361213612 declared to be severable, and the Legislature hereby states that it
1361313613 would have enacted such portions of the Code which can lawfully be
1361413614 given effect regardless of the possible invalidity of other
1361513615 provisions of the Code.]
1361613616 (e) Nature of Proceeding. The administration of the estate
1361713617 of a decedent, from the filing of the application for probate and
1361813618 administration, or for administration, until the decree of final
1361913619 distribution and the discharge of the last personal representative,
1362013620 shall be considered as one proceeding for purposes of jurisdiction.
1362113621 The entire proceeding is a proceeding in rem.
1362213622 SECTION 7. CONFORMING AMENDMENT. Section 145(q), Texas
1362313623 Probate Code, redesignated as Section 145(q), Estates Code, by
1362413624 Section 3 of this Act, is amended to read as follows:
1362513625 (q) Absent proof of fraud or collusion on the part of a
1362613626 judge, no judge may be held civilly liable for the commission of
1362713627 misdeeds or the omission of any required act of any person, firm, or
1362813628 corporation designated as an independent executor or independent
1362913629 administrator under Subsections (c), (d), and (e) of the section.
1363013630 [Section 36 of this code does not apply to the appointment of an
1363113631 independent executor or administrator under Subsection (c), (d), or
1363213632 (e) of this section.]
1363313633 SECTION 8. CONFORMING AMENDMENT. Section 154A(i), Texas
1363413634 Probate Code, redesignated as Section 154A(i), Estates Code, by
1363513635 Section 3 of this Act, is amended to read as follows:
1363613636 (i) Absent proof of fraud or collusion on the part of a
1363713637 judge, the judge may not be held civilly liable for the commission
1363813638 of misdeeds or the omission of any required act of any person, firm,
1363913639 or corporation designated as a successor independent executor under
1364013640 this section. [Section 36 of this code does not apply to an
1364113641 appointment of a successor independent executor under this
1364213642 section.]
1364313643 SECTION 9. CONFORMING AMENDMENT. Section 490(a), Texas
1364413644 Probate Code, redesignated as Section 490(a), Estates Code, by
1364513645 Section 4 of this Act, is amended to read as follows:
1364613646 (a) The following form is known as a "statutory durable
1364713647 power of attorney." A person may use a statutory durable power of
1364813648 attorney to grant an attorney in fact or agent powers with respect
1364913649 to a person's property and financial matters. A power of attorney
1365013650 in substantially the following form has the meaning and effect
1365113651 prescribed by this chapter. The validity of a power of attorney as
1365213652 meeting the requirements of a statutory durable power of attorney
1365313653 is not affected by the fact that one or more of the categories of
1365413654 optional powers listed in the form are struck or the form includes
1365513655 specific limitations on or additions to the attorney in fact's or
1365613656 agent's powers.
1365713657 The following form is not exclusive, and other forms of power
1365813658 of attorney may be used.
1365913659 STATUTORY DURABLE POWER OF ATTORNEY
1366013660 NOTICE: THE POWERS GRANTED BY THIS DOCUMENT ARE BROAD AND SWEEPING.
1366113661 THEY ARE EXPLAINED IN THE DURABLE POWER OF ATTORNEY ACT, CHAPTER
1366213662 XII, ESTATES [TEXAS PROBATE] CODE. IF YOU HAVE ANY QUESTIONS ABOUT
1366313663 THESE POWERS, OBTAIN COMPETENT LEGAL ADVICE. THIS DOCUMENT DOES NOT
1366413664 AUTHORIZE ANYONE TO MAKE MEDICAL AND OTHER HEALTH-CARE DECISIONS
1366513665 FOR YOU. YOU MAY REVOKE THIS POWER OF ATTORNEY IF YOU LATER WISH TO
1366613666 DO SO.
1366713667 I, __________ (insert your name and address), appoint
1366813668 __________ (insert the name and address of the person appointed) as
1366913669 my agent (attorney-in-fact) to act for me in any lawful way with
1367013670 respect to all of the following powers except for a power that I
1367113671 have crossed out below.
1367213672 TO WITHHOLD A POWER, YOU MUST CROSS OUT EACH POWER
1367313673 WITHHELD.
1367413674 Real property transactions;
1367513675 Tangible personal property transactions;
1367613676 Stock and bond transactions;
1367713677 Commodity and option transactions;
1367813678 Banking and other financial institution transactions;
1367913679 Business operating transactions;
1368013680 Insurance and annuity transactions;
1368113681 Estate, trust, and other beneficiary transactions;
1368213682 Claims and litigation;
1368313683 Personal and family maintenance;
1368413684 Benefits from social security, Medicare, Medicaid, or other
1368513685 governmental programs or civil or military service;
1368613686 Retirement plan transactions;
1368713687 Tax matters.
1368813688 IF NO POWER LISTED ABOVE IS CROSSED OUT, THIS DOCUMENT SHALL
1368913689 BE CONSTRUED AND INTERPRETED AS A GENERAL POWER OF ATTORNEY AND MY
1369013690 AGENT (ATTORNEY IN FACT) SHALL HAVE THE POWER AND AUTHORITY TO
1369113691 PERFORM OR UNDERTAKE ANY ACTION I COULD PERFORM OR UNDERTAKE IF I
1369213692 WERE PERSONALLY PRESENT.
1369313693 SPECIAL INSTRUCTIONS:
1369413694 Special instructions applicable to gifts (initial in front of
1369513695 the following sentence to have it apply):
1369613696 I grant my agent (attorney in fact) the power to apply my
1369713697 property to make gifts, except that the amount of a gift to an
1369813698 individual may not exceed the amount of annual exclusions allowed
1369913699 from the federal gift tax for the calendar year of the gift.
1370013700 ON THE FOLLOWING LINES YOU MAY GIVE SPECIAL INSTRUCTIONS
1370113701 LIMITING OR EXTENDING THE POWERS GRANTED TO YOUR AGENT.
1370213702 ________________________________________________________________
1370313703 ________________________________________________________________
1370413704 ________________________________________________________________
1370513705 ________________________________________________________________
1370613706 ________________________________________________________________
1370713707 ________________________________________________________________
1370813708 ________________________________________________________________
1370913709 ________________________________________________________________
1371013710 ________________________________________________________________
1371113711 UNLESS YOU DIRECT OTHERWISE ABOVE, THIS POWER OF ATTORNEY IS
1371213712 EFFECTIVE IMMEDIATELY AND WILL CONTINUE UNTIL IT IS REVOKED.
1371313713 CHOOSE ONE OF THE FOLLOWING ALTERNATIVES BY CROSSING OUT THE
1371413714 ALTERNATIVE NOT CHOSEN:
1371513715 (A) This power of attorney is not affected by my subsequent
1371613716 disability or incapacity.
1371713717 (B) This power of attorney becomes effective upon my
1371813718 disability or incapacity.
1371913719 YOU SHOULD CHOOSE ALTERNATIVE (A) IF THIS POWER OF ATTORNEY
1372013720 IS TO BECOME EFFECTIVE ON THE DATE IT IS EXECUTED.
1372113721 IF NEITHER (A) NOR (B) IS CROSSED OUT, IT WILL BE ASSUMED THAT
1372213722 YOU CHOSE ALTERNATIVE (A).
1372313723 If Alternative (B) is chosen and a definition of my
1372413724 disability or incapacity is not contained in this power of
1372513725 attorney, I shall be considered disabled or incapacitated for
1372613726 purposes of this power of attorney if a physician certifies in
1372713727 writing at a date later than the date this power of attorney is
1372813728 executed that, based on the physician's medical examination of me,
1372913729 I am mentally incapable of managing my financial affairs. I
1373013730 authorize the physician who examines me for this purpose to
1373113731 disclose my physical or mental condition to another person for
1373213732 purposes of this power of attorney. A third party who accepts this
1373313733 power of attorney is fully protected from any action taken under
1373413734 this power of attorney that is based on the determination made by a
1373513735 physician of my disability or incapacity.
1373613736 I agree that any third party who receives a copy of this
1373713737 document may act under it. Revocation of the durable power of
1373813738 attorney is not effective as to a third party until the third party
1373913739 receives actual notice of the revocation. I agree to indemnify the
1374013740 third party for any claims that arise against the third party
1374113741 because of reliance on this power of attorney.
1374213742 If any agent named by me dies, becomes legally disabled,
1374313743 resigns, or refuses to act, I name the following (each to act alone
1374413744 and successively, in the order named) as successor(s) to that
1374513745 agent: __________.
1374613746 Signed this ______ day of __________, [19]_____________
1374713747 ___________________________
1374813748 (your signature)
1374913749 State of _______________________
1375013750 County of ______________________
1375113751 This document was acknowledged before me on ____________(date) by
1375213752 ________________________
1375313753 (name of principal)
1375413754 ______________________________
1375513755 (signature of notarial officer)
1375613756 (Seal, if any, of notary) _____________________________________
1375713757 (printed name)
1375813758 My commission expires: _____________
1375913759 THE ATTORNEY IN FACT OR AGENT, BY ACCEPTING OR ACTING UNDER
1376013760 THE APPOINTMENT, ASSUMES THE FIDUCIARY AND OTHER LEGAL
1376113761 RESPONSIBILITIES OF AN AGENT.
1376213762 SECTION 10. REPEALER. (a) Sections 3, 9, 10, 10A, 10B, 10C,
1376313763 11, 11A, 12, 13, 14, 15, 16, 17, 17A, 18, 19, 20, 21, 22, 23, 24, 25,
1376413764 26, 27, 28, 29, 31, 32, 33, 34, 34A, 35, 36, 36B, 36C, 36D, 36E, 36F,
1376513765 37, 37A, 37B, 37C, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 47A, 48,
1376613766 49, 50, 51, 52, 52A, 53, 53A, 53B, 53C, 53D, 53E, 54, 55, 56, 57, 58,
1376713767 58a, 58b, 58c, 59, 59A, 60, 61, 62, 63, 67, 68, 69, 69A, 70, 70A, 71,
1376813768 71A, 72, 73, 74, 75, 76, 77, 78, 79, 80, 81, 82, 83, 84, 85, 87, 88,
1376913769 89, 89A, 89B, 89C, 90, 91, 92, 93, 94, 95, 96, 97, 98, 99, 100, 101,
1377013770 102, 103, 104, 105, 105A, 106, 107, 107A, 108, 109, 110, 111, 112,
1377113771 113, 114, 115, 128, 128A, 128B, 129, 129A, 131A, 132, 133, 134, 135,
1377213772 137, 138, 139, 140, 141, 142, 143, 155, 156, 160, 168, 176, 177,
1377313773 178, 179, 180, 181, 182, 183, 186, 187, 188, 189, 190, 192, 194,
1377413774 195, 196, 197, 198, 199, 200, 201, 202, 203, 204, 205, 206, 207,
1377513775 208, 209, 210, 211, 212, 213, 214, 215, 216, 217, 218, 220, 221,
1377613776 221A, 221B, 222, 222A, 223, 224, 225, 226, 227, 230, 232, 233, 233A,
1377713777 234, 235, 238, 238A, 239, 240, 241, 242, 243, 244, 245, 249, 250,
1377813778 251, 252, 253, 255, 256, 257, 258, 259, 260, 261, 262, 263, 264,
1377913779 265, 266, 267, 268, 269, 270, 271, 272, 273, 274, 275, 276, 277,
1378013780 278, 279, 280, 281, 282, 283, 284, 285, 286, 287, 288, 289, 290,
1378113781 291, 292, 293, 294, 295, 296, 297, 298, 299, 301, 302, 303, 304,
1378213782 306, 307, 308, 309, 310, 311, 312, 313, 314, 315, 316, 317, 318,
1378313783 319, 320, 320A, 321, 322, 322A, 322B, 323, 324, 326, 328, 329, 331,
1378413784 332, 333, 334, 335, 336, 337, 338, 339, 340, 341, 342, 344, 345,
1378513785 345A, 346, 347, 348, 349, 350, 351, 352, 353, 354, 355, 356, 357,
1378613786 358, 359, 360, 361, 362, 363, 364, 365, 366, 367, 368, 369, 370,
1378713787 371, 372, 373, 374, 375, 377, 378, 378A, 378B, 379, 380, 381, 382,
1378813788 384, 385, 386, 387, 398A, 399, 400, 401, 402, 403, 404, 405, 405A,
1378913789 406, 407, 408, 409, 410, 412, 414, 427, 428, 429, 430, 431, 432,
1379013790 433, 436, 437, 438, 438A, 439, 439A, 440, 441, 442, 443, 444, 445,
1379113791 446, 447, 448, 449, 450, 451, 452, 453, 454, 455, 456, 457, 458,
1379213792 459, 460, 461, 462, 471, 472, and 473, Texas Probate Code, are
1379313793 repealed.
1379413794 (b) Section 248, Texas Probate Code, as amended by Chapters
1379513795 701 (S.B. 347) and 765 (H.B. 3434), Acts of the 79th Legislature,
1379613796 Regular Session, 2005, is repealed.
1379713797 SECTION 11. LEGISLATIVE INTENT. This Act is enacted under
1379813798 Section 43, Article III, Texas Constitution. This Act is intended
1379913799 as a recodification only, and no substantive change in law is
1380013800 intended by this Act.
1380113801 SECTION 12. EFFECTIVE DATE. This Act takes effect January
1380213802 1, 2014.
1380313803 ______________________________ ______________________________
1380413804 President of the Senate Speaker of the House
1380513805 I certify that H.B. No. 2502 was passed by the House on April
1380613806 24, 2009, by the following vote: Yeas 138, Nays 0, 1 present, not
1380713807 voting.
1380813808 ______________________________
1380913809 Chief Clerk of the House
1381013810 I certify that H.B. No. 2502 was passed by the Senate on May
1381113811 26, 2009, by the following vote: Yeas 31, Nays 0.
1381213812 ______________________________
1381313813 Secretary of the Senate
1381413814 APPROVED: _____________________
1381513815 Date
1381613816 _____________________
1381713817 Governor