1 | 1 | | H.B. No. 2502 |
---|
2 | 2 | | |
---|
3 | 3 | | |
---|
4 | 4 | | AN ACT |
---|
5 | 5 | | relating to the adoption of a nonsubstantive revision of provisions |
---|
6 | 6 | | of the Texas Probate Code relating to decedents' estates and the |
---|
7 | 7 | | redesignation of certain other provisions of the Texas Probate |
---|
8 | 8 | | Code, including conforming amendments and repeals. |
---|
9 | 9 | | BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS: |
---|
10 | 10 | | SECTION 1. ESTATES CODE. The Estates Code is adopted to |
---|
11 | 11 | | read as follows: |
---|
12 | 12 | | ESTATES CODE |
---|
13 | 13 | | TITLE 1. GENERAL PROVISIONS |
---|
14 | 14 | | CHAPTER 21. PURPOSE AND CONSTRUCTION |
---|
15 | 15 | | CHAPTER 22. DEFINITIONS |
---|
16 | 16 | | [Chapters 23-30 reserved for expansion] |
---|
17 | 17 | | TITLE 2. ESTATES OF DECEDENTS |
---|
18 | 18 | | SUBTITLE A. SCOPE, JURISDICTION, AND COURTS |
---|
19 | 19 | | [Chapters 31-50 reserved for expansion] |
---|
20 | 20 | | SUBTITLE B. PROCEDURAL MATTERS |
---|
21 | 21 | | CHAPTER 51. NOTICES AND PROCESS IN PROBATE PROCEEDINGS |
---|
22 | 22 | | IN GENERAL |
---|
23 | 23 | | CHAPTER 52. FILING AND RECORDKEEPING |
---|
24 | 24 | | CHAPTER 53. OTHER COURT DUTIES AND PROCEDURES |
---|
25 | 25 | | CHAPTER 54. PLEADINGS AND EVIDENCE IN GENERAL |
---|
26 | 26 | | CHAPTER 55. COMPLAINTS AND CONTESTS |
---|
27 | 27 | | CHAPTER 56. CHANGE AND RESIGNATION OF RESIDENT AGENT OF PERSONAL |
---|
28 | 28 | | REPRESENTATIVE FOR SERVICE OF PROCESS |
---|
29 | 29 | | [Chapters 57-100 reserved for expansion] |
---|
30 | 30 | | SUBTITLE C. PASSAGE OF TITLE AND DISTRIBUTION |
---|
31 | 31 | | OF DECEDENTS' PROPERTY IN GENERAL |
---|
32 | 32 | | CHAPTER 101. ESTATE ASSETS IN GENERAL |
---|
33 | 33 | | CHAPTER 102. PROBATE ASSETS: DECEDENT'S HOMESTEAD |
---|
34 | 34 | | [Chapters 103-110 reserved for expansion] |
---|
35 | 35 | | CHAPTER 111. NONPROBATE ASSETS IN GENERAL |
---|
36 | 36 | | CHAPTER 112. COMMUNITY PROPERTY WITH RIGHT OF SURVIVORSHIP |
---|
37 | 37 | | CHAPTER 113. MULTIPLE-PARTY ACCOUNTS |
---|
38 | 38 | | [Chapters 114-120 reserved for expansion] |
---|
39 | 39 | | CHAPTER 121. SURVIVAL REQUIREMENTS |
---|
40 | 40 | | CHAPTER 122. DISCLAIMERS AND ASSIGNMENTS |
---|
41 | 41 | | CHAPTER 123. DISSOLUTION OF MARRIAGE |
---|
42 | 42 | | CHAPTER 124. VALUATION AND TAXATION OF ESTATE PROPERTY |
---|
43 | 43 | | [Chapters 125-150 reserved for expansion] |
---|
44 | 44 | | SUBTITLE D. PROCEEDINGS BEFORE ADMINISTRATION OF ESTATE |
---|
45 | 45 | | CHAPTER 151. EXAMINATION OF DOCUMENTS AND SAFE DEPOSIT BOXES |
---|
46 | 46 | | CHAPTER 152. EMERGENCY INTERVENTION |
---|
47 | 47 | | [Chapters 153-200 reserved for expansion] |
---|
48 | 48 | | SUBTITLE E. INTESTATE SUCCESSION |
---|
49 | 49 | | CHAPTER 201. DESCENT AND DISTRIBUTION |
---|
50 | 50 | | CHAPTER 202. DETERMINATION OF HEIRSHIP |
---|
51 | 51 | | CHAPTER 203. NONJUDICIAL EVIDENCE OF HEIRSHIP |
---|
52 | 52 | | CHAPTER 204. GENETIC TESTING IN PROCEEDINGS TO DECLARE HEIRSHIP |
---|
53 | 53 | | CHAPTER 205. SMALL ESTATE AFFIDAVIT |
---|
54 | 54 | | [Chapters 206-250 reserved for expansion] |
---|
55 | 55 | | SUBTITLE F. WILLS |
---|
56 | 56 | | CHAPTER 251. FUNDAMENTAL REQUIREMENTS AND PROVISIONS |
---|
57 | 57 | | RELATING TO WILLS |
---|
58 | 58 | | CHAPTER 252. SAFEKEEPING AND CUSTODY OF WILLS |
---|
59 | 59 | | CHAPTER 253. CHANGE AND REVOCATION OF WILLS |
---|
60 | 60 | | CHAPTER 254. VALIDITY OF CERTAIN PROVISIONS IN, AND CONTRACTS |
---|
61 | 61 | | RELATING TO, WILLS |
---|
62 | 62 | | CHAPTER 255. CONSTRUCTION AND INTERPRETATION OF WILLS |
---|
63 | 63 | | CHAPTER 256. PROBATE OF WILLS GENERALLY |
---|
64 | 64 | | CHAPTER 257. PROBATE OF WILL AS MUNIMENT OF TITLE |
---|
65 | 65 | | CHAPTER 258. CITATIONS AND NOTICES RELATING TO PROBATE OF WILL |
---|
66 | 66 | | [Chapters 259-300 reserved for expansion] |
---|
67 | 67 | | SUBTITLE G. INITIAL APPOINTMENT OF PERSONAL REPRESENTATIVE |
---|
68 | 68 | | AND OPENING OF ADMINISTRATION |
---|
69 | 69 | | CHAPTER 301. APPLICATION FOR LETTERS TESTAMENTARY |
---|
70 | 70 | | OR OF ADMINISTRATION |
---|
71 | 71 | | [Chapter 302 reserved for expansion] |
---|
72 | 72 | | CHAPTER 303. CITATIONS AND NOTICES IN GENERAL ON OPENING |
---|
73 | 73 | | OF ADMINISTRATION |
---|
74 | 74 | | CHAPTER 304. PERSONS WHO MAY SERVE AS PERSONAL REPRESENTATIVES |
---|
75 | 75 | | CHAPTER 305. QUALIFICATION OF PERSONAL REPRESENTATIVES |
---|
76 | 76 | | CHAPTER 306. GRANTING AND ISSUANCE OF LETTERS |
---|
77 | 77 | | CHAPTER 307. VALIDITY OF CERTAIN ACTS OF EXECUTORS AND |
---|
78 | 78 | | ADMINISTRATORS |
---|
79 | 79 | | CHAPTER 308. NOTICE TO BENEFICIARIES AND CLAIMANTS |
---|
80 | 80 | | CHAPTER 309. INVENTORY, APPRAISEMENT, AND LIST OF CLAIMS |
---|
81 | 81 | | CHAPTER 310. ALLOCATION OF ESTATE INCOME AND EXPENSES |
---|
82 | 82 | | [Chapters 311-350 reserved for expansion] |
---|
83 | 83 | | SUBTITLE H. CONTINUATION OF ADMINISTRATION |
---|
84 | 84 | | CHAPTER 351. POWERS AND DUTIES OF PERSONAL REPRESENTATIVES |
---|
85 | 85 | | IN GENERAL |
---|
86 | 86 | | CHAPTER 352. COMPENSATION AND EXPENSES OF PERSONAL |
---|
87 | 87 | | REPRESENTATIVES AND OTHERS |
---|
88 | 88 | | CHAPTER 353. EXEMPT PROPERTY AND FAMILY ALLOWANCE |
---|
89 | 89 | | CHAPTER 354. SUMMARY PROCEEDINGS FOR, OR WITHDRAWAL FROM |
---|
90 | 90 | | ADMINISTRATION OF, CERTAIN ESTATES |
---|
91 | 91 | | CHAPTER 355. PRESENTMENT AND PAYMENT OF CLAIMS |
---|
92 | 92 | | CHAPTER 356. SALE OF ESTATE PROPERTY |
---|
93 | 93 | | CHAPTER 357. RENTING ESTATE PROPERTY |
---|
94 | 94 | | CHAPTER 358. MATTERS RELATING TO MINERAL PROPERTIES |
---|
95 | 95 | | CHAPTER 359. ANNUAL ACCOUNT AND OTHER EXHIBITS AND REPORTS |
---|
96 | 96 | | CHAPTER 360. PARTITION AND DISTRIBUTION OF ESTATE |
---|
97 | 97 | | CHAPTER 361. DEATH, RESIGNATION, OR REMOVAL OF PERSONAL |
---|
98 | 98 | | REPRESENTATIVES; APPOINTMENT OF SUCCESSORS |
---|
99 | 99 | | CHAPTER 362. CLOSING ADMINISTRATION OF ESTATE |
---|
100 | 100 | | [Chapters 363-400 reserved for expansion] |
---|
101 | 101 | | SUBTITLE I. INDEPENDENT ADMINISTRATION |
---|
102 | 102 | | [Chapters 401-450 reserved for expansion] |
---|
103 | 103 | | SUBTITLE J. ADDITIONAL MATTERS RELATING TO THE ADMINISTRATION |
---|
104 | 104 | | OF CERTAIN ESTATES |
---|
105 | 105 | | CHAPTER 451. ORDER OF NO ADMINISTRATION |
---|
106 | 106 | | CHAPTER 452. TEMPORARY ADMINISTRATION OF ESTATES |
---|
107 | 107 | | CHAPTER 453. ADMINISTRATION OF COMMUNITY PROPERTY |
---|
108 | 108 | | CHAPTER 454. ADMINISTRATION OF ESTATE OF PERSON PRESUMED DEAD |
---|
109 | 109 | | [Chapters 455-500 reserved for expansion] |
---|
110 | 110 | | SUBTITLE K. FOREIGN WILLS, OTHER TESTAMENTARY |
---|
111 | 111 | | INSTRUMENTS, AND FIDUCIARIES |
---|
112 | 112 | | CHAPTER 501. ANCILLARY PROBATE OF FOREIGN WILL |
---|
113 | 113 | | CHAPTER 502. ORIGINAL PROBATE OF FOREIGN WILL |
---|
114 | 114 | | CHAPTER 503. RECORDING OF FOREIGN TESTAMENTARY INSTRUMENT |
---|
115 | 115 | | CHAPTER 504. CONTEST OF OR OTHER CHALLENGE TO FOREIGN |
---|
116 | 116 | | TESTAMENTARY INSTRUMENT |
---|
117 | 117 | | CHAPTER 505. FOREIGN PERSONAL REPRESENTATIVES, TRUSTEES, |
---|
118 | 118 | | AND FIDUCIARIES |
---|
119 | 119 | | [Chapters 506-550 reserved for expansion] |
---|
120 | 120 | | SUBTITLE L. PAYMENT OF ESTATES INTO TREASURY |
---|
121 | 121 | | CHAPTER 551. PAYMENT OF CERTAIN ESTATES TO STATE |
---|
122 | 122 | | [Chapters 552-600 reserved for expansion] |
---|
123 | 123 | | SUBTITLE M. DURABLE POWERS OF ATTORNEY |
---|
124 | 124 | | [Chapters 601-650 reserved for expansion] |
---|
125 | 125 | | [Subtitles N-W reserved for expansion] |
---|
126 | 126 | | SUBTITLE X. TEXAS PROBATE CODE: SCOPE, JURISDICTION, |
---|
127 | 127 | | AND COURTS |
---|
128 | 128 | | CHAPTER I. GENERAL PROVISIONS |
---|
129 | 129 | | [Reserved for expansion] |
---|
130 | 130 | | SUBTITLE Y. TEXAS PROBATE CODE: INDEPENDENT ADMINISTRATION |
---|
131 | 131 | | CHAPTER VI. SPECIAL TYPES OF ADMINISTRATION |
---|
132 | 132 | | PART 4. INDEPENDENT ADMINISTRATION |
---|
133 | 133 | | [Reserved for expansion] |
---|
134 | 134 | | SUBTITLE Z. TEXAS PROBATE CODE: DURABLE POWERS OF ATTORNEY |
---|
135 | 135 | | [Reserved for expansion] |
---|
136 | 136 | | [Titles 3-24 reserved for expansion] |
---|
137 | 137 | | TITLE 25. TEXAS PROBATE CODE: GUARDIANSHIP |
---|
138 | 138 | | [Reserved for expansion] |
---|
139 | 139 | | TITLE 1. GENERAL PROVISIONS |
---|
140 | 140 | | CHAPTER 21. PURPOSE AND CONSTRUCTION |
---|
141 | 141 | | Sec. 21.001. PURPOSE OF CODE |
---|
142 | 142 | | Sec. 21.002. CONSTRUCTION |
---|
143 | 143 | | Sec. 21.003. STATUTORY REFERENCES |
---|
144 | 144 | | Sec. 21.004. EFFECT OF DIVISION OF LAW |
---|
145 | 145 | | Sec. 21.005. APPLICABILITY OF CERTAIN LAWS |
---|
146 | 146 | | Sec. 21.006. APPLICABILITY TO PROBATE PROCEEDINGS |
---|
147 | 147 | | CHAPTER 21. PURPOSE AND CONSTRUCTION |
---|
148 | 148 | | Sec. 21.001. PURPOSE OF CODE. (a) This title and Subtitles |
---|
149 | 149 | | A through M, Title 2, are enacted as a part of the state's |
---|
150 | 150 | | continuing statutory revision program, begun by the Texas |
---|
151 | 151 | | Legislative Council in 1963 as directed by the legislature in the |
---|
152 | 152 | | law codified as Section 323.007, Government Code. The program |
---|
153 | 153 | | contemplates a topic-by-topic revision of the state's general and |
---|
154 | 154 | | permanent statute law without substantive change. |
---|
155 | 155 | | (b) Consistent with the objectives of the statutory |
---|
156 | 156 | | revision program, the purpose of this title and Subtitles A through |
---|
157 | 157 | | M, Title 2, is to make the law encompassed by this title and |
---|
158 | 158 | | Subtitles A through M, Title 2, more accessible and understandable |
---|
159 | 159 | | by: |
---|
160 | 160 | | (1) rearranging the statutes into a more logical |
---|
161 | 161 | | order; |
---|
162 | 162 | | (2) employing a format and numbering system designed |
---|
163 | 163 | | to facilitate citation of the law and to accommodate future |
---|
164 | 164 | | expansion of the law; |
---|
165 | 165 | | (3) eliminating repealed, duplicative, |
---|
166 | 166 | | unconstitutional, expired, executed, and other ineffective |
---|
167 | 167 | | provisions; and |
---|
168 | 168 | | (4) restating the law in modern American English to |
---|
169 | 169 | | the greatest extent possible. |
---|
170 | 170 | | (c) The provisions of Subtitles X, Y, and Z of Title 2 and |
---|
171 | 171 | | Title 25 are transferred from the Texas Probate Code and |
---|
172 | 172 | | redesignated as part of this code, but are not revised as part of |
---|
173 | 173 | | the state's continuing statutory revision program. (New.) |
---|
174 | 174 | | Sec. 21.002. CONSTRUCTION. Except as provided by Section |
---|
175 | 175 | | 22.027, Chapter 311, Government Code (Code Construction Act), |
---|
176 | 176 | | applies to the construction of a provision of this title or Subtitle |
---|
177 | 177 | | A, B, C, D, E, F, G, H, I, J, K, L, or M, Title 2. That chapter does |
---|
178 | 178 | | not apply to the construction of a provision of Subtitle X, Y, or Z |
---|
179 | 179 | | of Title 2 or Title 25. (New.) |
---|
180 | 180 | | Sec. 21.003. STATUTORY REFERENCES. (a) A reference in a law |
---|
181 | 181 | | other than in this code to a statute or a part of a statute revised |
---|
182 | 182 | | by, or redesignated as part of, this code is considered to be a |
---|
183 | 183 | | reference to the part of this code that revises that statute or part |
---|
184 | 184 | | of that statute or contains the redesignated statute or part of the |
---|
185 | 185 | | statute, as applicable. |
---|
186 | 186 | | (b) A reference in Subtitle X, Y, or Z, Title 2, or Title 25 |
---|
187 | 187 | | to a chapter, a part, a subpart, a section, or any portion of a |
---|
188 | 188 | | section "of this code" is a reference to the chapter, part, subpart, |
---|
189 | 189 | | section, or portion of a section as redesignated in the Estates |
---|
190 | 190 | | Code, except that: |
---|
191 | 191 | | (1) a reference in Subtitle X, Y, or Z, Title 2, or |
---|
192 | 192 | | Title 25 to Chapter I is a reference to Chapter I, Estates Code, and |
---|
193 | 193 | | to the revision of sections derived from Chapter I, Texas Probate |
---|
194 | 194 | | Code, and any reenactments and amendments to those sections; and |
---|
195 | 195 | | (2) a reference in Subtitle X, Y, or Z, Title 2, or |
---|
196 | 196 | | Title 25 to a chapter, part, subpart, section, or portion of a |
---|
197 | 197 | | section that does not exist in the Estates Code is a reference to |
---|
198 | 198 | | the revision of the corresponding chapter, part, subpart, section, |
---|
199 | 199 | | or portion of a section of the Texas Probate Code and any |
---|
200 | 200 | | reenactments or amendments. (New.) |
---|
201 | 201 | | Sec. 21.004. EFFECT OF DIVISION OF LAW. The division of |
---|
202 | 202 | | this code into titles, subtitles, chapters, subchapters, parts, |
---|
203 | 203 | | subparts, sections, subsections, subdivisions, paragraphs, and |
---|
204 | 204 | | subparagraphs is for convenience and does not have any legal |
---|
205 | 205 | | effect. (Tex. Prob. Code, Sec. 2(c); New.) |
---|
206 | 206 | | Sec. 21.005. APPLICABILITY OF CERTAIN LAWS. |
---|
207 | 207 | | Notwithstanding Section 21.002 of this code and Section 311.002, |
---|
208 | 208 | | Government Code: |
---|
209 | 209 | | (1) Section 311.032(c), Government Code, applies to |
---|
210 | 210 | | Subtitles X, Y, and Z of Title 2 and Title 25; and |
---|
211 | 211 | | (2) Sections 311.005(4) and 311.012(b) and (c), |
---|
212 | 212 | | Government Code, apply to Subtitles X, Y, and Z of Title 2. (New.) |
---|
213 | 213 | | Sec. 21.006. APPLICABILITY TO PROBATE PROCEEDINGS. The |
---|
214 | 214 | | procedure prescribed by Title 2 governs all probate proceedings. |
---|
215 | 215 | | (Tex. Prob. Code, Sec. 2(a) (part).) |
---|
216 | 216 | | CHAPTER 22. DEFINITIONS |
---|
217 | 217 | | Sec. 22.001. APPLICABILITY OF DEFINITIONS |
---|
218 | 218 | | Sec. 22.002. AUTHORIZED CORPORATE SURETY |
---|
219 | 219 | | Sec. 22.003. CHARITABLE ORGANIZATION |
---|
220 | 220 | | Sec. 22.004. CHILD |
---|
221 | 221 | | Sec. 22.005. CLAIMS |
---|
222 | 222 | | Sec. 22.006. CORPORATE FIDUCIARY |
---|
223 | 223 | | Sec. 22.007. COURT; COUNTY COURT, PROBATE COURT, AND |
---|
224 | 224 | | STATUTORY PROBATE COURT |
---|
225 | 225 | | Sec. 22.008. DEVISE |
---|
226 | 226 | | Sec. 22.009. DEVISEE |
---|
227 | 227 | | Sec. 22.010. DISTRIBUTEE |
---|
228 | 228 | | Sec. 22.011. DOCKET |
---|
229 | 229 | | Sec. 22.012. ESTATE |
---|
230 | 230 | | Sec. 22.013. EXEMPT PROPERTY |
---|
231 | 231 | | Sec. 22.014. GOVERNMENTAL AGENCY OF THE STATE |
---|
232 | 232 | | Sec. 22.015. HEIR |
---|
233 | 233 | | Sec. 22.016. INCAPACITATED PERSON |
---|
234 | 234 | | Sec. 22.017. INDEPENDENT EXECUTOR |
---|
235 | 235 | | Sec. 22.018. INTERESTED PERSON; PERSON INTERESTED |
---|
236 | 236 | | Sec. 22.019. JUDGE |
---|
237 | 237 | | Sec. 22.020. LEGACY |
---|
238 | 238 | | Sec. 22.021. LEGATEE |
---|
239 | 239 | | Sec. 22.022. MINOR |
---|
240 | 240 | | Sec. 22.023. MINUTES |
---|
241 | 241 | | Sec. 22.024. MORTGAGE; LIEN |
---|
242 | 242 | | Sec. 22.025. NET ESTATE |
---|
243 | 243 | | Sec. 22.026. NEXT OF KIN |
---|
244 | 244 | | Sec. 22.027. PERSON |
---|
245 | 245 | | Sec. 22.028. PERSONAL PROPERTY |
---|
246 | 246 | | Sec. 22.029. PROBATE MATTER; PROBATE PROCEEDINGS; |
---|
247 | 247 | | PROBATE |
---|
248 | 248 | | Sec. 22.030. REAL PROPERTY |
---|
249 | 249 | | Sec. 22.031. REPRESENTATIVE; PERSONAL REPRESENTATIVE |
---|
250 | 250 | | Sec. 22.032. SURETY |
---|
251 | 251 | | Sec. 22.033. WARD |
---|
252 | 252 | | Sec. 22.034. WILL |
---|
253 | 253 | | CHAPTER 22. DEFINITIONS |
---|
254 | 254 | | Sec. 22.001. APPLICABILITY OF DEFINITIONS. (a) Except as |
---|
255 | 255 | | provided by Subsection (b), the definition for a term provided by |
---|
256 | 256 | | this chapter applies in this code unless a different meaning of the |
---|
257 | 257 | | term is otherwise apparent from the context in which the term is |
---|
258 | 258 | | used. |
---|
259 | 259 | | (b) If Chapter XIII provides a definition for a term that is |
---|
260 | 260 | | different from the definition provided by this chapter, the |
---|
261 | 261 | | definition for the term provided by Chapter XIII applies in that |
---|
262 | 262 | | chapter. (Tex. Prob. Code, Sec. 3 (part).) |
---|
263 | 263 | | Sec. 22.002. AUTHORIZED CORPORATE SURETY. "Authorized |
---|
264 | 264 | | corporate surety" means a domestic or foreign corporation |
---|
265 | 265 | | authorized to engage in business in this state for the purpose of |
---|
266 | 266 | | issuing surety, guaranty, or indemnity bonds that guarantee the |
---|
267 | 267 | | fidelity of an executor or administrator. (Tex. Prob. Code, Sec. |
---|
268 | 268 | | 3(a).) |
---|
269 | 269 | | Sec. 22.003. CHARITABLE ORGANIZATION. "Charitable |
---|
270 | 270 | | organization" means: |
---|
271 | 271 | | (1) a nonprofit corporation, trust, community chest, |
---|
272 | 272 | | fund, foundation, or other entity that is: |
---|
273 | 273 | | (A) exempt from federal income tax under Section |
---|
274 | 274 | | 501(a), Internal Revenue Code of 1986, by being described by |
---|
275 | 275 | | Section 501(c)(3) of that code; and |
---|
276 | 276 | | (B) organized and operated exclusively for: |
---|
277 | 277 | | (i) religious, charitable, scientific, |
---|
278 | 278 | | educational, or literary purposes; |
---|
279 | 279 | | (ii) testing for public safety; |
---|
280 | 280 | | (iii) preventing cruelty to children or |
---|
281 | 281 | | animals; or |
---|
282 | 282 | | (iv) promoting amateur sports competition; |
---|
283 | 283 | | or |
---|
284 | 284 | | (2) any other entity that is organized and operated |
---|
285 | 285 | | exclusively for the purposes listed in Section 501(c)(3), Internal |
---|
286 | 286 | | Revenue Code of 1986. (Tex. Prob. Code, Sec. 3(kk).) |
---|
287 | 287 | | Sec. 22.004. CHILD. (a) "Child" includes an adopted child, |
---|
288 | 288 | | regardless of whether the adoption occurred through: |
---|
289 | 289 | | (1) an existing or former statutory procedure; or |
---|
290 | 290 | | (2) acts of estoppel. |
---|
291 | 291 | | (b) The term "child" does not include a child who does not |
---|
292 | 292 | | have a presumed father unless a provision of this code expressly |
---|
293 | 293 | | states that a child who does not have a presumed father is included. |
---|
294 | 294 | | (Tex. Prob. Code, Sec. 3(b).) |
---|
295 | 295 | | Sec. 22.005. CLAIMS. "Claims" includes: |
---|
296 | 296 | | (1) liabilities of a decedent that survive the |
---|
297 | 297 | | decedent's death, including taxes, regardless of whether the |
---|
298 | 298 | | liabilities arise in contract or tort or otherwise; |
---|
299 | 299 | | (2) funeral expenses; |
---|
300 | 300 | | (3) the expense of a tombstone; |
---|
301 | 301 | | (4) expenses of administration; |
---|
302 | 302 | | (5) estate and inheritance taxes; and |
---|
303 | 303 | | (6) debts due such estates. (Tex. Prob. Code, Sec. |
---|
304 | 304 | | 3(c).) |
---|
305 | 305 | | Sec. 22.006. CORPORATE FIDUCIARY. "Corporate fiduciary" |
---|
306 | 306 | | means a financial institution, as defined by Section 201.101, |
---|
307 | 307 | | Finance Code, that: |
---|
308 | 308 | | (1) is existing or engaged in business under the laws |
---|
309 | 309 | | of this state, another state, or the United States; |
---|
310 | 310 | | (2) has trust powers; and |
---|
311 | 311 | | (3) is authorized by law to act under the order or |
---|
312 | 312 | | appointment of a court of record, without giving bond, as receiver, |
---|
313 | 313 | | trustee, executor, administrator, or, although the financial |
---|
314 | 314 | | institution does not have general depository powers, depository for |
---|
315 | 315 | | any money paid into the court, or to become sole guarantor or surety |
---|
316 | 316 | | in or on any bond required to be given under the laws of this state. |
---|
317 | 317 | | (Tex. Prob. Code, Sec. 3(d).) |
---|
318 | 318 | | Sec. 22.007. COURT; COUNTY COURT, PROBATE COURT, AND |
---|
319 | 319 | | STATUTORY PROBATE COURT. (a) "Court" means and includes: |
---|
320 | 320 | | (1) a county court in the exercise of its probate |
---|
321 | 321 | | jurisdiction; |
---|
322 | 322 | | (2) a court created by statute and authorized to |
---|
323 | 323 | | exercise original probate jurisdiction; and |
---|
324 | 324 | | (3) a district court exercising original probate |
---|
325 | 325 | | jurisdiction in a contested matter. |
---|
326 | 326 | | (b) The terms "county court" and "probate court" are |
---|
327 | 327 | | synonymous and mean: |
---|
328 | 328 | | (1) a county court in the exercise of its probate |
---|
329 | 329 | | jurisdiction; |
---|
330 | 330 | | (2) a court created by statute and authorized to |
---|
331 | 331 | | exercise original probate jurisdiction; and |
---|
332 | 332 | | (3) a district court exercising probate jurisdiction |
---|
333 | 333 | | in a contested matter. |
---|
334 | 334 | | (c) "Statutory probate court" means a court created by |
---|
335 | 335 | | statute and designated as a statutory probate court under Chapter |
---|
336 | 336 | | 25, Government Code. For purposes of this code, the term does not |
---|
337 | 337 | | include a county court at law exercising probate jurisdiction |
---|
338 | 338 | | unless the court is designated a statutory probate court under |
---|
339 | 339 | | Chapter 25, Government Code. (Tex. Prob. Code, Secs. 3(e), (g), |
---|
340 | 340 | | (ii).) |
---|
341 | 341 | | Sec. 22.008. DEVISE. "Devise": |
---|
342 | 342 | | (1) used as a noun, includes a testamentary |
---|
343 | 343 | | disposition of real property, personal property, or both; and |
---|
344 | 344 | | (2) used as a verb, means to dispose of real property, |
---|
345 | 345 | | personal property, or both, by will. (Tex. Prob. Code, Sec. 3(h).) |
---|
346 | 346 | | Sec. 22.009. DEVISEE. "Devisee" includes a legatee. (Tex. |
---|
347 | 347 | | Prob. Code, Sec. 3(i).) |
---|
348 | 348 | | Sec. 22.010. DISTRIBUTEE. "Distributee" means a person who |
---|
349 | 349 | | is entitled to a part of the estate of a decedent under a lawful will |
---|
350 | 350 | | or the statutes of descent and distribution. (Tex. Prob. Code, Sec. |
---|
351 | 351 | | 3(j).) |
---|
352 | 352 | | Sec. 22.011. DOCKET. "Docket" means the probate docket. |
---|
353 | 353 | | (Tex. Prob. Code, Sec. 3(k).) |
---|
354 | 354 | | Sec. 22.012. ESTATE. "Estate" means a decedent's property, |
---|
355 | 355 | | as that property: |
---|
356 | 356 | | (1) exists originally and as the property changes in |
---|
357 | 357 | | form by sale, reinvestment, or otherwise; |
---|
358 | 358 | | (2) is augmented by any accretions and other additions |
---|
359 | 359 | | to the property, including any property to be distributed to the |
---|
360 | 360 | | decedent's representative by the trustee of a trust that terminates |
---|
361 | 361 | | on the decedent's death, and substitutions for the property; and |
---|
362 | 362 | | (3) is diminished by any decreases in or distributions |
---|
363 | 363 | | from the property. (Tex. Prob. Code, Sec. 3(l).) |
---|
364 | 364 | | Sec. 22.013. EXEMPT PROPERTY. "Exempt property" means the |
---|
365 | 365 | | property in a decedent's estate that is exempt from execution or |
---|
366 | 366 | | forced sale by the constitution or laws of this state, and any |
---|
367 | 367 | | allowance paid instead of that property. (Tex. Prob. Code, Sec. |
---|
368 | 368 | | 3(m).) |
---|
369 | 369 | | Sec. 22.014. GOVERNMENTAL AGENCY OF THE STATE. |
---|
370 | 370 | | "Governmental agency of the state" means: |
---|
371 | 371 | | (1) a municipality; |
---|
372 | 372 | | (2) a county; |
---|
373 | 373 | | (3) a public school district; |
---|
374 | 374 | | (4) a special-purpose district or authority; |
---|
375 | 375 | | (5) a board, commission, department, office, or other |
---|
376 | 376 | | agency in the executive branch of state government, including an |
---|
377 | 377 | | institution of higher education, as defined by Section 61.003, |
---|
378 | 378 | | Education Code; |
---|
379 | 379 | | (6) the legislature or a legislative agency; |
---|
380 | 380 | | (7) the supreme court, the court of criminal appeals, |
---|
381 | 381 | | a court of appeals, or a district, county, or justice of the peace |
---|
382 | 382 | | court; |
---|
383 | 383 | | (8) a judicial agency having statewide jurisdiction; |
---|
384 | 384 | | and |
---|
385 | 385 | | (9) the State Bar of Texas. (Tex. Prob. Code, Sec. |
---|
386 | 386 | | 3(ll).) |
---|
387 | 387 | | Sec. 22.015. HEIR. "Heir" means a person who is entitled |
---|
388 | 388 | | under the statutes of descent and distribution to a part of the |
---|
389 | 389 | | estate of a decedent who dies intestate. The term includes the |
---|
390 | 390 | | decedent's surviving spouse. (Tex. Prob. Code, Sec. 3(o).) |
---|
391 | 391 | | Sec. 22.016. INCAPACITATED PERSON. A person is |
---|
392 | 392 | | "incapacitated" if the person: |
---|
393 | 393 | | (1) is a minor; |
---|
394 | 394 | | (2) is an adult who, because of a physical or mental |
---|
395 | 395 | | condition, is substantially unable to: |
---|
396 | 396 | | (A) provide food, clothing, or shelter for |
---|
397 | 397 | | himself or herself; |
---|
398 | 398 | | (B) care for the person's own physical health; or |
---|
399 | 399 | | (C) manage the person's own financial affairs; or |
---|
400 | 400 | | (3) must have a guardian appointed for the person to |
---|
401 | 401 | | receive funds due the person from a governmental source. (Tex. |
---|
402 | 402 | | Prob. Code, Sec. 3(p).) |
---|
403 | 403 | | Sec. 22.017. INDEPENDENT EXECUTOR. "Independent executor" |
---|
404 | 404 | | means the personal representative of an estate under independent |
---|
405 | 405 | | administration as provided by Section 145. The term includes an |
---|
406 | 406 | | independent administrator. (Tex. Prob. Code, Sec. 3(q).) |
---|
407 | 407 | | Sec. 22.018. INTERESTED PERSON; PERSON INTERESTED. |
---|
408 | 408 | | "Interested person" or "person interested" means: |
---|
409 | 409 | | (1) an heir, devisee, spouse, creditor, or any other |
---|
410 | 410 | | having a property right in or claim against an estate being |
---|
411 | 411 | | administered; and |
---|
412 | 412 | | (2) anyone interested in the welfare of an |
---|
413 | 413 | | incapacitated person, including a minor. (Tex. Prob. Code, Sec. |
---|
414 | 414 | | 3(r).) |
---|
415 | 415 | | Sec. 22.019. JUDGE. "Judge" means the presiding judge of |
---|
416 | 416 | | any court having original jurisdiction over probate proceedings, |
---|
417 | 417 | | regardless of whether the court is: |
---|
418 | 418 | | (1) a county court in the exercise of its probate |
---|
419 | 419 | | jurisdiction; |
---|
420 | 420 | | (2) a court created by statute and authorized to |
---|
421 | 421 | | exercise probate jurisdiction; or |
---|
422 | 422 | | (3) a district court exercising probate jurisdiction |
---|
423 | 423 | | in a contested matter. (Tex. Prob. Code, Sec. 3(f).) |
---|
424 | 424 | | Sec. 22.020. LEGACY. "Legacy" includes a gift or devise of |
---|
425 | 425 | | real or personal property made by a will. (Tex. Prob. Code, Sec. |
---|
426 | 426 | | 3(s) (part).) |
---|
427 | 427 | | Sec. 22.021. LEGATEE. "Legatee" includes a person who is |
---|
428 | 428 | | entitled to a legacy under a will. (Tex. Prob. Code, Sec. 3(s) |
---|
429 | 429 | | (part).) |
---|
430 | 430 | | Sec. 22.022. MINOR. "Minor" means a person younger than 18 |
---|
431 | 431 | | years of age who: |
---|
432 | 432 | | (1) has never been married; and |
---|
433 | 433 | | (2) has not had the disabilities of minority removed |
---|
434 | 434 | | for general purposes. (Tex. Prob. Code, Sec. 3(t).) |
---|
435 | 435 | | Sec. 22.023. MINUTES. "Minutes" means the probate minutes. |
---|
436 | 436 | | (Tex. Prob. Code, Sec. 3(u).) |
---|
437 | 437 | | Sec. 22.024. MORTGAGE; LIEN. "Mortgage" and "lien" |
---|
438 | 438 | | include: |
---|
439 | 439 | | (1) a deed of trust; |
---|
440 | 440 | | (2) a vendor's lien, a mechanic's, materialman's, or |
---|
441 | 441 | | laborer's lien, an attachment or garnishment lien, and a federal or |
---|
442 | 442 | | state tax lien; |
---|
443 | 443 | | (3) a chattel mortgage; |
---|
444 | 444 | | (4) a judgment; and |
---|
445 | 445 | | (5) a pledge by hypothecation. (Tex. Prob. Code, Sec. |
---|
446 | 446 | | 3(v).) |
---|
447 | 447 | | Sec. 22.025. NET ESTATE. "Net estate" means a decedent's |
---|
448 | 448 | | property excluding: |
---|
449 | 449 | | (1) homestead rights; |
---|
450 | 450 | | (2) exempt property; |
---|
451 | 451 | | (3) the family allowance; and |
---|
452 | 452 | | (4) an enforceable claim against the decedent's |
---|
453 | 453 | | estate. (Tex. Prob. Code, Sec. 3(w).) |
---|
454 | 454 | | Sec. 22.026. NEXT OF KIN. "Next of kin" includes: |
---|
455 | 455 | | (1) an adopted child or the adopted child's |
---|
456 | 456 | | descendants; and |
---|
457 | 457 | | (2) the adoptive parent of the adopted child. (Tex. |
---|
458 | 458 | | Prob. Code, Sec. 3(jj).) |
---|
459 | 459 | | Sec. 22.027. PERSON. (a) "Person" includes a natural |
---|
460 | 460 | | person and a corporation. |
---|
461 | 461 | | (b) The definition of "person" assigned by Section 311.005, |
---|
462 | 462 | | Government Code, does not apply to any provision in this code. |
---|
463 | 463 | | (Tex. Prob. Code, Sec. 3(x); New.) |
---|
464 | 464 | | Sec. 22.028. PERSONAL PROPERTY. "Personal property" |
---|
465 | 465 | | includes an interest in: |
---|
466 | 466 | | (1) goods; |
---|
467 | 467 | | (2) money; |
---|
468 | 468 | | (3) a chose in action; |
---|
469 | 469 | | (4) an evidence of debt; and |
---|
470 | 470 | | (5) a real chattel. (Tex. Prob. Code, Sec. 3(z).) |
---|
471 | 471 | | Sec. 22.029. PROBATE MATTER; PROBATE PROCEEDINGS; |
---|
472 | 472 | | PROCEEDING IN PROBATE; PROCEEDINGS FOR PROBATE. The terms "probate |
---|
473 | 473 | | matter," "probate proceedings," "proceeding in probate," and |
---|
474 | 474 | | "proceedings for probate" are synonymous and include a matter or |
---|
475 | 475 | | proceeding relating to a decedent's estate. (Tex. Prob. Code, Sec. |
---|
476 | 476 | | 3(bb).) |
---|
477 | 477 | | Sec. 22.030. REAL PROPERTY. "Real property" includes |
---|
478 | 478 | | estates and interests in land, whether corporeal or incorporeal or |
---|
479 | 479 | | legal or equitable. The term does not include a real chattel. |
---|
480 | 480 | | (Tex. Prob. Code, Sec. 3(dd).) |
---|
481 | 481 | | Sec. 22.031. REPRESENTATIVE; PERSONAL REPRESENTATIVE. (a) |
---|
482 | 482 | | "Representative" and "personal representative" include: |
---|
483 | 483 | | (1) an executor and independent executor; |
---|
484 | 484 | | (2) an administrator, independent administrator, and |
---|
485 | 485 | | temporary administrator; and |
---|
486 | 486 | | (3) a successor to an executor or administrator listed |
---|
487 | 487 | | in Subdivision (1) or (2). |
---|
488 | 488 | | (b) The inclusion of an independent executor in Subsection |
---|
489 | 489 | | (a) may not be construed to subject an independent executor to the |
---|
490 | 490 | | control of the courts in probate matters with respect to settlement |
---|
491 | 491 | | of estates, except as expressly provided by law. (Tex. Prob. Code, |
---|
492 | 492 | | Sec. 3(aa).) |
---|
493 | 493 | | Sec. 22.032. SURETY. "Surety" includes a personal surety |
---|
494 | 494 | | and a corporate surety. (Tex. Prob. Code, Sec. 3(ee).) |
---|
495 | 495 | | Sec. 22.033. WARD. "Ward" means a person for whom a |
---|
496 | 496 | | guardian has been appointed. (Tex. Prob. Code, Sec. 3(mm).) |
---|
497 | 497 | | Sec. 22.034. WILL. "Will" includes: |
---|
498 | 498 | | (1) a codicil; and |
---|
499 | 499 | | (2) a testamentary instrument that merely: |
---|
500 | 500 | | (A) appoints an executor or guardian; |
---|
501 | 501 | | (B) directs how property may not be disposed of; |
---|
502 | 502 | | or |
---|
503 | 503 | | (C) revokes another will. (Tex. Prob. Code, Sec. |
---|
504 | 504 | | 3(ff).) |
---|
505 | 505 | | [Chapters 23-30 reserved for expansion] |
---|
506 | 506 | | TITLE 2. ESTATES OF DECEDENTS |
---|
507 | 507 | | SUBTITLE A. SCOPE, JURISDICTION, AND COURTS |
---|
508 | 508 | | [Chapters 31-50 reserved for expansion] |
---|
509 | 509 | | SUBTITLE B. PROCEDURAL MATTERS |
---|
510 | 510 | | CHAPTER 51. NOTICES AND PROCESS IN PROBATE PROCEEDINGS IN GENERAL |
---|
511 | 511 | | SUBCHAPTER A. ISSUANCE AND FORM OF NOTICE OR PROCESS |
---|
512 | 512 | | Sec. 51.001. ISSUANCE OF NOTICE OR PROCESS IN GENERAL |
---|
513 | 513 | | Sec. 51.002. DIRECTION OF WRIT OR OTHER PROCESS |
---|
514 | 514 | | Sec. 51.003. CONTENTS OF CITATION OR NOTICE |
---|
515 | 515 | | [Sections 51.004-51.050 reserved for expansion] |
---|
516 | 516 | | SUBCHAPTER B. METHODS OF SERVING CITATION OR NOTICE; PERSONS |
---|
517 | 517 | | TO BE SERVED |
---|
518 | 518 | | Sec. 51.051. PERSONAL SERVICE |
---|
519 | 519 | | Sec. 51.052. SERVICE BY MAIL |
---|
520 | 520 | | Sec. 51.053. SERVICE BY POSTING |
---|
521 | 521 | | Sec. 51.054. SERVICE BY PUBLICATION |
---|
522 | 522 | | Sec. 51.055. SERVICE ON PARTY'S ATTORNEY OF RECORD |
---|
523 | 523 | | Sec. 51.056. SERVICE ON PERSONAL REPRESENTATIVE OR |
---|
524 | 524 | | RECEIVER |
---|
525 | 525 | | [Sections 51.057-51.100 reserved for expansion] |
---|
526 | 526 | | SUBCHAPTER C. RETURN AND PROOF OF SERVICE OF CITATION OR NOTICE |
---|
527 | 527 | | Sec. 51.101. REQUIREMENTS FOR RETURN ON CITATION OR |
---|
528 | 528 | | NOTICE SERVED BY PERSONAL SERVICE |
---|
529 | 529 | | Sec. 51.102. VALIDITY OF SERVICE AND RETURN ON |
---|
530 | 530 | | CITATION OR NOTICE SERVED BY POSTING |
---|
531 | 531 | | Sec. 51.103. PROOF OF SERVICE |
---|
532 | 532 | | Sec. 51.104. RETURN TO COURT |
---|
533 | 533 | | [Sections 51.105-51.150 reserved for expansion] |
---|
534 | 534 | | SUBCHAPTER D. ALTERNATIVE MANNER OF ISSUANCE, SERVICE, AND RETURN |
---|
535 | 535 | | Sec. 51.151. COURT-ORDERED ISSUANCE, SERVICE, AND |
---|
536 | 536 | | RETURN UNDER CERTAIN CIRCUMSTANCES |
---|
537 | 537 | | [Sections 51.152-51.200 reserved for expansion] |
---|
538 | 538 | | SUBCHAPTER E. ADDITIONAL NOTICE PROVISIONS |
---|
539 | 539 | | Sec. 51.201. WAIVER OF NOTICE OF HEARING |
---|
540 | 540 | | Sec. 51.202. REQUEST FOR NOTICE OF FILING OF PLEADING |
---|
541 | 541 | | Sec. 51.203. SERVICE OF NOTICE OF INTENTION TO TAKE |
---|
542 | 542 | | DEPOSITIONS IN CERTAIN MATTERS |
---|
543 | 543 | | CHAPTER 51. NOTICES AND PROCESS IN PROBATE PROCEEDINGS IN GENERAL |
---|
544 | 544 | | SUBCHAPTER A. ISSUANCE AND FORM OF NOTICE OR PROCESS |
---|
545 | 545 | | Sec. 51.001. ISSUANCE OF NOTICE OR PROCESS IN GENERAL. (a) |
---|
546 | 546 | | Except as provided by Subsection (b), a person is not required to be |
---|
547 | 547 | | cited or otherwise given notice except in a situation in which this |
---|
548 | 548 | | title expressly provides for citation or the giving of notice. |
---|
549 | 549 | | (b) If this title does not expressly provide for citation or |
---|
550 | 550 | | the issuance or return of notice in a probate matter, the court may |
---|
551 | 551 | | require that notice be given. A court that requires that notice be |
---|
552 | 552 | | given may prescribe the form and manner of service of the notice and |
---|
553 | 553 | | the return of service. |
---|
554 | 554 | | (c) Unless a court order is required by this title, the |
---|
555 | 555 | | county clerk without a court order shall issue: |
---|
556 | 556 | | (1) necessary citations, writs, and other process in a |
---|
557 | 557 | | probate matter; and |
---|
558 | 558 | | (2) all notices not required to be issued by a personal |
---|
559 | 559 | | representative. (Tex. Prob. Code, Secs. 33(a), (b).) |
---|
560 | 560 | | Sec. 51.002. DIRECTION OF WRIT OR OTHER PROCESS. (a) A |
---|
561 | 561 | | writ or other process other than a citation or notice must be |
---|
562 | 562 | | directed "To any sheriff or constable within the State of Texas." |
---|
563 | 563 | | (b) Notwithstanding Subsection (a), a writ or other process |
---|
564 | 564 | | other than a citation or notice may not be held defective because |
---|
565 | 565 | | the process is directed to the sheriff or a constable of a named |
---|
566 | 566 | | county if the process is properly served within that county by the |
---|
567 | 567 | | sheriff or constable. (Tex. Prob. Code, Sec. 33(c) (part).) |
---|
568 | 568 | | Sec. 51.003. CONTENTS OF CITATION OR NOTICE. (a) A |
---|
569 | 569 | | citation or notice must: |
---|
570 | 570 | | (1) be directed to the person to be cited or notified; |
---|
571 | 571 | | (2) be dated; |
---|
572 | 572 | | (3) state the style and number of the proceeding; |
---|
573 | 573 | | (4) state the court in which the proceeding is |
---|
574 | 574 | | pending; |
---|
575 | 575 | | (5) describe generally the nature of the proceeding or |
---|
576 | 576 | | matter to which the citation or notice relates; |
---|
577 | 577 | | (6) direct the person being cited or notified to |
---|
578 | 578 | | appear by filing a written contest or answer or to perform another |
---|
579 | 579 | | required action; and |
---|
580 | 580 | | (7) state when and where the appearance or performance |
---|
581 | 581 | | described by Subdivision (6) is required. |
---|
582 | 582 | | (b) A citation or notice issued by the county clerk must be |
---|
583 | 583 | | styled "The State of Texas" and be signed by the clerk under the |
---|
584 | 584 | | clerk's seal. |
---|
585 | 585 | | (c) A notice required to be given by a personal |
---|
586 | 586 | | representative must be in writing and be signed by the |
---|
587 | 587 | | representative in the representative's official capacity. |
---|
588 | 588 | | (d) A citation or notice is not required to contain a |
---|
589 | 589 | | precept directed to an officer, but may not be held defective |
---|
590 | 590 | | because the citation or notice contains a precept directed to an |
---|
591 | 591 | | officer authorized to serve the citation or notice. (Tex. Prob. |
---|
592 | 592 | | Code, Sec. 33(c) (part).) |
---|
593 | 593 | | [Sections 51.004-51.050 reserved for expansion] |
---|
594 | 594 | | SUBCHAPTER B. METHODS OF SERVING CITATION OR NOTICE; PERSONS |
---|
595 | 595 | | TO BE SERVED |
---|
596 | 596 | | Sec. 51.051. PERSONAL SERVICE. (a) Except as otherwise |
---|
597 | 597 | | provided by Subsection (b), if personal service of citation or |
---|
598 | 598 | | notice is required, the citation or notice must be served on the |
---|
599 | 599 | | attorney of record for the person to be cited or notified. |
---|
600 | 600 | | Notwithstanding the requirement of personal service, service may be |
---|
601 | 601 | | made on that attorney by any method specified by Section 51.055 for |
---|
602 | 602 | | service on an attorney of record. |
---|
603 | 603 | | (b) If the person to be cited or notified does not have an |
---|
604 | 604 | | attorney of record in the proceeding, or if an attempt to serve the |
---|
605 | 605 | | person's attorney is unsuccessful: |
---|
606 | 606 | | (1) the sheriff or constable shall serve the citation |
---|
607 | 607 | | or notice by delivering a copy of the citation or notice to the |
---|
608 | 608 | | person to be cited or notified, in person, if the person to whom the |
---|
609 | 609 | | citation or notice is directed is in this state; or |
---|
610 | 610 | | (2) any disinterested person competent to make an oath |
---|
611 | 611 | | that the citation or notice was served may serve the citation or |
---|
612 | 612 | | notice, if the person to be cited or notified is absent from or is |
---|
613 | 613 | | not a resident of this state. |
---|
614 | 614 | | (c) The return day of the citation or notice served under |
---|
615 | 615 | | Subsection (b) must be at least 10 days after the date of service, |
---|
616 | 616 | | excluding the date of service. |
---|
617 | 617 | | (d) If citation or notice attempted to be served as provided |
---|
618 | 618 | | by Subsection (b) is returned with the notation that the person |
---|
619 | 619 | | sought to be served, whether inside or outside this state, cannot be |
---|
620 | 620 | | found, the county clerk shall issue a new citation or notice. |
---|
621 | 621 | | Service of the new citation or notice must be made by publication. |
---|
622 | 622 | | (Tex. Prob. Code, Sec. 33(f)(1) (part).) |
---|
623 | 623 | | Sec. 51.052. SERVICE BY MAIL. (a) The county clerk, or the |
---|
624 | 624 | | personal representative if required by statute or court order, |
---|
625 | 625 | | shall serve a citation or notice required or permitted to be served |
---|
626 | 626 | | by regular mail by mailing the original citation or notice to the |
---|
627 | 627 | | person to be cited or notified. |
---|
628 | 628 | | (b) Except as provided by Subsection (c), the county clerk |
---|
629 | 629 | | shall issue a citation or notice required or permitted to be served |
---|
630 | 630 | | by registered or certified mail and shall serve the citation or |
---|
631 | 631 | | notice by mailing the original citation or notice by registered or |
---|
632 | 632 | | certified mail. |
---|
633 | 633 | | (c) A personal representative shall issue a notice required |
---|
634 | 634 | | to be given by the representative by registered or certified mail |
---|
635 | 635 | | and shall serve the notice by mailing the original notice by |
---|
636 | 636 | | registered or certified mail. |
---|
637 | 637 | | (d) The county clerk or personal representative, as |
---|
638 | 638 | | applicable, shall mail a citation or notice under Subsection (b) or |
---|
639 | 639 | | (c) with an instruction to deliver the citation or notice to the |
---|
640 | 640 | | addressee only and with return receipt requested. The clerk or |
---|
641 | 641 | | representative, as applicable, shall address the envelope |
---|
642 | 642 | | containing the citation or notice to: |
---|
643 | 643 | | (1) the attorney of record in the proceeding for the |
---|
644 | 644 | | person to be cited or notified; or |
---|
645 | 645 | | (2) the person to be cited or notified, if the citation |
---|
646 | 646 | | or notice to the attorney is returned undelivered or the person to |
---|
647 | 647 | | be cited or notified has no attorney of record in the proceeding. |
---|
648 | 648 | | (e) Service by mail shall be made at least 20 days before the |
---|
649 | 649 | | return day of the service, excluding the date of service. The date |
---|
650 | 650 | | of service by mail is the date of mailing. |
---|
651 | 651 | | (f) A copy of a citation or notice served under Subsection |
---|
652 | 652 | | (a), (b), or (c), together with a certificate of the person serving |
---|
653 | 653 | | the citation or notice showing that the citation or notice was |
---|
654 | 654 | | mailed and the date of the mailing, shall be filed and recorded. A |
---|
655 | 655 | | returned receipt for a citation or notice served under Subsection |
---|
656 | 656 | | (b) or (c) shall be attached to the certificate. |
---|
657 | 657 | | (g) If a citation or notice served by mail is returned |
---|
658 | 658 | | undelivered, a new citation or notice shall be issued. Service of |
---|
659 | 659 | | the new citation or notice must be made by posting. (Tex. Prob. |
---|
660 | 660 | | Code, Sec. 33(f)(4).) |
---|
661 | 661 | | Sec. 51.053. SERVICE BY POSTING. (a) The county clerk |
---|
662 | 662 | | shall deliver the original and a copy of a citation or notice |
---|
663 | 663 | | required to be posted to the sheriff or a constable of the county in |
---|
664 | 664 | | which the proceeding is pending. The sheriff or constable shall |
---|
665 | 665 | | post the copy at the door of the county courthouse or the location |
---|
666 | 666 | | in or near the courthouse where public notices are customarily |
---|
667 | 667 | | posted. |
---|
668 | 668 | | (b) Citation or notice under this section must be posted for |
---|
669 | 669 | | at least 10 days before the return day of the service, excluding the |
---|
670 | 670 | | date of posting, except as provided by Section 51.102(b). The date |
---|
671 | 671 | | of service of citation or notice by posting is the date of posting. |
---|
672 | 672 | | (c) A sheriff or constable who posts a citation or notice |
---|
673 | 673 | | under this section shall return the original citation or notice to |
---|
674 | 674 | | the county clerk and state the date and location of the posting in a |
---|
675 | 675 | | written return on the citation or notice. |
---|
676 | 676 | | (d) The method of service prescribed by this section applies |
---|
677 | 677 | | when a personal representative is required or permitted to post a |
---|
678 | 678 | | notice. The notice must be: |
---|
679 | 679 | | (1) issued in the name of the representative; |
---|
680 | 680 | | (2) addressed and delivered to, and posted and |
---|
681 | 681 | | returned by, the appropriate officer; and |
---|
682 | 682 | | (3) filed with the county clerk. (Tex. Prob. Code, |
---|
683 | 683 | | Sec. 33(f)(2).) |
---|
684 | 684 | | Sec. 51.054. SERVICE BY PUBLICATION. (a) Citation or |
---|
685 | 685 | | notice to a person to be served by publication shall be published |
---|
686 | 686 | | one time in a newspaper of general circulation in the county in |
---|
687 | 687 | | which the proceeding is pending. The publication must be made at |
---|
688 | 688 | | least 10 days before the return day of the service, excluding the |
---|
689 | 689 | | date of publication. |
---|
690 | 690 | | (b) The date of service of citation or notice by publication |
---|
691 | 691 | | is the date of publication printed on the newspaper in which the |
---|
692 | 692 | | citation or notice is published. |
---|
693 | 693 | | (c) If no newspaper is published, printed, or of general |
---|
694 | 694 | | circulation in the county in which the citation or notice is to be |
---|
695 | 695 | | published, the citation or notice under Subsection (a) shall be |
---|
696 | 696 | | served by posting. (Tex. Prob. Code, Sec. 33(f)(3).) |
---|
697 | 697 | | Sec. 51.055. SERVICE ON PARTY'S ATTORNEY OF RECORD. (a) If |
---|
698 | 698 | | a party is represented by an attorney of record in a probate |
---|
699 | 699 | | proceeding, each citation or notice required to be served on the |
---|
700 | 700 | | party in that proceeding shall be served instead on that attorney. |
---|
701 | 701 | | A notice under this subsection may be served by delivery to the |
---|
702 | 702 | | attorney in person or by registered or certified mail. |
---|
703 | 703 | | (b) A notice may be served on an attorney of record under |
---|
704 | 704 | | this section by: |
---|
705 | 705 | | (1) another party to the proceeding; |
---|
706 | 706 | | (2) the attorney of record for another party to the |
---|
707 | 707 | | proceeding; |
---|
708 | 708 | | (3) the appropriate sheriff or constable; or |
---|
709 | 709 | | (4) any other person competent to testify. |
---|
710 | 710 | | (c) Each of the following is prima facie evidence of the |
---|
711 | 711 | | fact that service has been made under this section: |
---|
712 | 712 | | (1) the written statement of an attorney of record |
---|
713 | 713 | | showing service; |
---|
714 | 714 | | (2) the return of the officer showing service; and |
---|
715 | 715 | | (3) the affidavit of any other person showing service. |
---|
716 | 716 | | (Tex. Prob. Code, Sec. 34.) |
---|
717 | 717 | | Sec. 51.056. SERVICE ON PERSONAL REPRESENTATIVE OR |
---|
718 | 718 | | RECEIVER. Unless this title expressly provides for another method |
---|
719 | 719 | | of service, the county clerk who issues a citation or notice |
---|
720 | 720 | | required to be served on a personal representative or receiver |
---|
721 | 721 | | shall serve the citation or notice by mailing the original citation |
---|
722 | 722 | | or notice by registered or certified mail to: |
---|
723 | 723 | | (1) the representative's or receiver's attorney of |
---|
724 | 724 | | record; or |
---|
725 | 725 | | (2) the representative or receiver, if the |
---|
726 | 726 | | representative or receiver does not have an attorney of record. |
---|
727 | 727 | | (Tex. Prob. Code, Sec. 33(e).) |
---|
728 | 728 | | [Sections 51.057-51.100 reserved for expansion] |
---|
729 | 729 | | SUBCHAPTER C. RETURN AND PROOF OF SERVICE OF CITATION OR NOTICE |
---|
730 | 730 | | Sec. 51.101. REQUIREMENTS FOR RETURN ON CITATION OR NOTICE |
---|
731 | 731 | | SERVED BY PERSONAL SERVICE. The return of the person serving a |
---|
732 | 732 | | citation or notice under Section 51.051 must: |
---|
733 | 733 | | (1) be endorsed on or attached to the citation or |
---|
734 | 734 | | notice; |
---|
735 | 735 | | (2) state the date and place of service; |
---|
736 | 736 | | (3) certify that a copy of the citation or notice was |
---|
737 | 737 | | delivered to the person directed to be served; |
---|
738 | 738 | | (4) be subscribed and sworn to before, and under the |
---|
739 | 739 | | hand and official seal of, an officer authorized by the laws of this |
---|
740 | 740 | | state to take an affidavit; and |
---|
741 | 741 | | (5) be returned to the county clerk who issued the |
---|
742 | 742 | | citation or notice. (Tex. Prob. Code, Sec. 33(f)(1) (part).) |
---|
743 | 743 | | Sec. 51.102. VALIDITY OF SERVICE AND RETURN ON CITATION OR |
---|
744 | 744 | | NOTICE SERVED BY POSTING. (a) A citation or notice in a probate |
---|
745 | 745 | | matter that is required to be served by posting and is issued in |
---|
746 | 746 | | conformity with this title, and the service and return of service of |
---|
747 | 747 | | the citation or notice, is valid if: |
---|
748 | 748 | | (1) a sheriff or constable posts a copy of the citation |
---|
749 | 749 | | or notice at the location or locations prescribed by this title; and |
---|
750 | 750 | | (2) the posting occurs on a day preceding the return |
---|
751 | 751 | | day of service specified in the citation or notice that provides |
---|
752 | 752 | | sufficient time for the period the citation or notice must be posted |
---|
753 | 753 | | to expire before the specified return day. |
---|
754 | 754 | | (b) The fact that a sheriff or constable, as applicable, |
---|
755 | 755 | | makes the return of service on the citation or notice described by |
---|
756 | 756 | | Subsection (a) and returns the citation or notice on which the |
---|
757 | 757 | | return has been made to the court before the expiration of the |
---|
758 | 758 | | period the citation or notice must be posted does not affect the |
---|
759 | 759 | | validity of the citation or notice or the service or return of |
---|
760 | 760 | | service. This subsection applies even if the sheriff or constable |
---|
761 | 761 | | makes the return of service and returns the citation or notice on |
---|
762 | 762 | | which the return is made to the court on the same day the citation or |
---|
763 | 763 | | notice is issued. (Tex. Prob. Code, Sec. 33(h).) |
---|
764 | 764 | | Sec. 51.103. PROOF OF SERVICE. (a) Proof of service in |
---|
765 | 765 | | each case requiring citation or notice must be filed before the |
---|
766 | 766 | | hearing. |
---|
767 | 767 | | (b) Proof of service consists of: |
---|
768 | 768 | | (1) if the service is made by a sheriff or constable, |
---|
769 | 769 | | the return of service; |
---|
770 | 770 | | (2) if the service is made by a private person, the |
---|
771 | 771 | | person's affidavit; |
---|
772 | 772 | | (3) if the service is made by mail: |
---|
773 | 773 | | (A) the certificate of the county clerk making |
---|
774 | 774 | | the service, or the affidavit of the personal representative or |
---|
775 | 775 | | other person making the service, stating that the citation or |
---|
776 | 776 | | notice was mailed and the date of the mailing; and |
---|
777 | 777 | | (B) the return receipt attached to the |
---|
778 | 778 | | certificate or affidavit, as applicable, if the mailing was by |
---|
779 | 779 | | registered or certified mail and a receipt has been returned; and |
---|
780 | 780 | | (4) if the service is made by publication, an |
---|
781 | 781 | | affidavit: |
---|
782 | 782 | | (A) made by the publisher of the newspaper in |
---|
783 | 783 | | which the citation or notice was published or an employee of the |
---|
784 | 784 | | publisher; |
---|
785 | 785 | | (B) that contains or to which is attached a copy |
---|
786 | 786 | | of the published citation or notice; and |
---|
787 | 787 | | (C) that states the date of publication printed |
---|
788 | 788 | | on the newspaper in which the citation or notice was published. |
---|
789 | 789 | | (Tex. Prob. Code, Sec. 33(i).) |
---|
790 | 790 | | Sec. 51.104. RETURN TO COURT. A citation or notice issued |
---|
791 | 791 | | by a county clerk must be returned to the court from which the |
---|
792 | 792 | | citation or notice was issued on the first Monday after the service |
---|
793 | 793 | | is perfected. (Tex. Prob. Code, Sec. 33(g).) |
---|
794 | 794 | | [Sections 51.105-51.150 reserved for expansion] |
---|
795 | 795 | | SUBCHAPTER D. ALTERNATIVE MANNER OF ISSUANCE, SERVICE, AND RETURN |
---|
796 | 796 | | Sec. 51.151. COURT-ORDERED ISSUANCE, SERVICE, AND RETURN |
---|
797 | 797 | | UNDER CERTAIN CIRCUMSTANCES. (a) A citation or notice required by |
---|
798 | 798 | | this title shall be issued, served, and returned in the manner |
---|
799 | 799 | | specified by written order of the court in accordance with this |
---|
800 | 800 | | title and the Texas Rules of Civil Procedure if: |
---|
801 | 801 | | (1) an interested person requests that action; |
---|
802 | 802 | | (2) a specific method is not provided by this title for |
---|
803 | 803 | | giving the citation or notice; |
---|
804 | 804 | | (3) a specific method is not provided by this title for |
---|
805 | 805 | | the service and return of citation or notice; or |
---|
806 | 806 | | (4) a provision relating to a matter described by |
---|
807 | 807 | | Subdivision (2) or (3) is inadequate. |
---|
808 | 808 | | (b) Citation or notice issued, served, and returned in the |
---|
809 | 809 | | manner specified by a court order as provided by Subsection (a) has |
---|
810 | 810 | | the same effect as if the manner of service and return had been |
---|
811 | 811 | | specified by this title. (Tex. Prob. Code, Sec. 33(d).) |
---|
812 | 812 | | [Sections 51.152-51.200 reserved for expansion] |
---|
813 | 813 | | SUBCHAPTER E. ADDITIONAL NOTICE PROVISIONS |
---|
814 | 814 | | Sec. 51.201. WAIVER OF NOTICE OF HEARING. (a) A legally |
---|
815 | 815 | | competent person who is interested in a hearing in a probate |
---|
816 | 816 | | proceeding may waive notice of the hearing in writing either in |
---|
817 | 817 | | person or through an attorney. |
---|
818 | 818 | | (b) A trustee of a trust may waive notice under Subsection |
---|
819 | 819 | | (a) on behalf of a beneficiary of the trust as provided by that |
---|
820 | 820 | | subsection. |
---|
821 | 821 | | (c) A consul or other representative of a foreign government |
---|
822 | 822 | | whose appearance has been entered as provided by law on behalf of a |
---|
823 | 823 | | person residing in a foreign country may waive notice under |
---|
824 | 824 | | Subsection (a) on the person's behalf as provided by that |
---|
825 | 825 | | subsection. |
---|
826 | 826 | | (d) A person who submits to the jurisdiction of the court in |
---|
827 | 827 | | a hearing is considered to have waived notice of the hearing. (Tex. |
---|
828 | 828 | | Prob. Code, Sec. 35.) |
---|
829 | 829 | | Sec. 51.202. REQUEST FOR NOTICE OF FILING OF PLEADING. (a) |
---|
830 | 830 | | At any time after an application is filed to commence a probate |
---|
831 | 831 | | proceeding, including a proceeding for the probate of a will, the |
---|
832 | 832 | | grant of letters testamentary or of administration, or a |
---|
833 | 833 | | determination of heirship, a person interested in the estate may |
---|
834 | 834 | | file with the county clerk a written request to be notified of all, |
---|
835 | 835 | | or any specified, motions, applications, or pleadings filed with |
---|
836 | 836 | | respect to the proceeding by any person or by one or more persons |
---|
837 | 837 | | specifically named in the request. A person filing a request under |
---|
838 | 838 | | this section is responsible for payment of the fees and other costs |
---|
839 | 839 | | of providing a requested notice, and the clerk may require a deposit |
---|
840 | 840 | | to cover the estimated costs of providing the notice. Thereafter, |
---|
841 | 841 | | the clerk shall send to the requestor by regular mail a copy of any |
---|
842 | 842 | | requested document. |
---|
843 | 843 | | (b) A county clerk's failure to comply with a request under |
---|
844 | 844 | | this section does not invalidate any proceeding. (Tex. Prob. Code, |
---|
845 | 845 | | Sec. 33(j).) |
---|
846 | 846 | | Sec. 51.203. SERVICE OF NOTICE OF INTENTION TO TAKE |
---|
847 | 847 | | DEPOSITIONS IN CERTAIN MATTERS. (a) If a will is to be probated, or |
---|
848 | 848 | | in another probate matter in which there is no opposing party or |
---|
849 | 849 | | attorney of record on whom to serve notice and copies of |
---|
850 | 850 | | interrogatories, service may be made by posting notice of the |
---|
851 | 851 | | intention to take depositions for a period of 10 days as provided by |
---|
852 | 852 | | Section 51.053 governing a posting of notice. |
---|
853 | 853 | | (b) When notice by posting under Subsection (a) is filed |
---|
854 | 854 | | with the county clerk, a copy of the interrogatories must also be |
---|
855 | 855 | | filed. |
---|
856 | 856 | | (c) At the expiration of the 10-day period prescribed by |
---|
857 | 857 | | Subsection (a): |
---|
858 | 858 | | (1) commission may issue for taking the depositions |
---|
859 | 859 | | for which the notice was posted; and |
---|
860 | 860 | | (2) the judge may file cross-interrogatories if no |
---|
861 | 861 | | person appears. (Tex. Prob. Code, Sec. 22 (part).) |
---|
862 | 862 | | CHAPTER 52. FILING AND RECORDKEEPING |
---|
863 | 863 | | SUBCHAPTER A. RECORDKEEPING REQUIREMENTS |
---|
864 | 864 | | Sec. 52.001. PROBATE DOCKET |
---|
865 | 865 | | Sec. 52.002. CLAIM DOCKET |
---|
866 | 866 | | Sec. 52.003. PROBATE FEE BOOK |
---|
867 | 867 | | Sec. 52.004. ALTERNATE RECORDKEEPING |
---|
868 | 868 | | [Sections 52.005-52.050 reserved for expansion] |
---|
869 | 869 | | SUBCHAPTER B. FILES; INDEX |
---|
870 | 870 | | Sec. 52.051. FILING PROCEDURES |
---|
871 | 871 | | Sec. 52.052. CASE FILES |
---|
872 | 872 | | Sec. 52.053. INDEX |
---|
873 | 873 | | CHAPTER 52. FILING AND RECORDKEEPING |
---|
874 | 874 | | SUBCHAPTER A. RECORDKEEPING REQUIREMENTS |
---|
875 | 875 | | Sec. 52.001. PROBATE DOCKET. (a) The county clerk shall |
---|
876 | 876 | | maintain a record book titled "Judge's Probate Docket" and shall |
---|
877 | 877 | | record in the book: |
---|
878 | 878 | | (1) the name of each person with respect to whom, or |
---|
879 | 879 | | with respect to whose estate, proceedings are commenced or sought |
---|
880 | 880 | | to be commenced; |
---|
881 | 881 | | (2) the name of each executor, administrator, or |
---|
882 | 882 | | applicant for letters testamentary or of administration; |
---|
883 | 883 | | (3) the date each original application for probate |
---|
884 | 884 | | proceedings is filed; |
---|
885 | 885 | | (4) a minute of each order, judgment, decree, and |
---|
886 | 886 | | proceeding that occurs in each estate, including the date it |
---|
887 | 887 | | occurs; and |
---|
888 | 888 | | (5) the docket number of each estate as assigned under |
---|
889 | 889 | | Subsection (b). |
---|
890 | 890 | | (b) The county clerk shall assign a docket number to each |
---|
891 | 891 | | estate in the order proceedings are commenced. (Tex. Prob. Code, |
---|
892 | 892 | | Sec. 13 (part).) |
---|
893 | 893 | | Sec. 52.002. CLAIM DOCKET. (a) The county clerk shall |
---|
894 | 894 | | maintain a record book titled "Claim Docket" and shall record in the |
---|
895 | 895 | | book each claim that is presented against an estate for the court's |
---|
896 | 896 | | approval. |
---|
897 | 897 | | (b) The county clerk shall assign one or more pages of the |
---|
898 | 898 | | record book to each estate. |
---|
899 | 899 | | (c) The claim docket must be ruled in 16 columns at proper |
---|
900 | 900 | | intervals from top to bottom, with a short note of the contents at |
---|
901 | 901 | | the top of each column. The county clerk shall record for each |
---|
902 | 902 | | claim, in the order claims are filed, the following information in |
---|
903 | 903 | | the respective columns, beginning with the first or marginal |
---|
904 | 904 | | column: |
---|
905 | 905 | | (1) the name of the claimant; |
---|
906 | 906 | | (2) the amount of the claim; |
---|
907 | 907 | | (3) the date of the claim; |
---|
908 | 908 | | (4) the date the claim is filed; |
---|
909 | 909 | | (5) the date the claim is due; |
---|
910 | 910 | | (6) the date the claim begins bearing interest; |
---|
911 | 911 | | (7) the interest rate; |
---|
912 | 912 | | (8) the date the claim is allowed by the executor or |
---|
913 | 913 | | administrator, if applicable; |
---|
914 | 914 | | (9) the amount allowed by the executor or |
---|
915 | 915 | | administrator, if applicable; |
---|
916 | 916 | | (10) the date the claim is rejected, if applicable; |
---|
917 | 917 | | (11) the date the claim is approved, if applicable; |
---|
918 | 918 | | (12) the amount approved for the claim, if applicable; |
---|
919 | 919 | | (13) the date the claim is disapproved, if applicable; |
---|
920 | 920 | | (14) the class to which the claim belongs; |
---|
921 | 921 | | (15) the date the claim is established by a judgment of |
---|
922 | 922 | | a court, if applicable; and |
---|
923 | 923 | | (16) the amount of the judgment established under |
---|
924 | 924 | | Subdivision (15), if applicable. (Tex. Prob. Code, Sec. 14.) |
---|
925 | 925 | | Sec. 52.003. PROBATE FEE BOOK. (a) The county clerk shall |
---|
926 | 926 | | maintain a record book titled "Probate Fee Book" and shall record in |
---|
927 | 927 | | the book each item of cost that accrues to the officers of the court |
---|
928 | 928 | | and any witness fees. |
---|
929 | 929 | | (b) Each record entry must include: |
---|
930 | 930 | | (1) the party to whom the cost or fee is due; |
---|
931 | 931 | | (2) the date the cost or fee accrued; |
---|
932 | 932 | | (3) the estate or party liable for the cost or fee; and |
---|
933 | 933 | | (4) the date the cost or fee is paid. (Tex. Prob. Code, |
---|
934 | 934 | | Sec. 16.) |
---|
935 | 935 | | Sec. 52.004. ALTERNATE RECORDKEEPING. Instead of |
---|
936 | 936 | | maintaining the record books described by Sections 52.001, 52.002, |
---|
937 | 937 | | and 52.003, the county clerk may maintain the information described |
---|
938 | 938 | | by those sections relating to a person's or estate's probate |
---|
939 | 939 | | proceedings: |
---|
940 | 940 | | (1) on a computer file; |
---|
941 | 941 | | (2) on microfilm; |
---|
942 | 942 | | (3) in the form of a digitized optical image; or |
---|
943 | 943 | | (4) in another similar form of data compilation. |
---|
944 | 944 | | (Tex. Prob. Code, Sec. 17.) |
---|
945 | 945 | | [Sections 52.005-52.050 reserved for expansion] |
---|
946 | 946 | | SUBCHAPTER B. FILES; INDEX |
---|
947 | 947 | | Sec. 52.051. FILING PROCEDURES. (a) An application for a |
---|
948 | 948 | | probate proceeding, complaint, petition, or other paper permitted |
---|
949 | 949 | | or required by law to be filed with a court in a probate matter must |
---|
950 | 950 | | be filed with the county clerk of the appropriate county. |
---|
951 | 951 | | (b) Each paper filed in an estate must be given the docket |
---|
952 | 952 | | number assigned to the estate. |
---|
953 | 953 | | (c) On receipt of a paper described by Subsection (a), the |
---|
954 | 954 | | county clerk shall: |
---|
955 | 955 | | (1) file the paper; and |
---|
956 | 956 | | (2) endorse on the paper: |
---|
957 | 957 | | (A) the date the paper is filed; |
---|
958 | 958 | | (B) the docket number; and |
---|
959 | 959 | | (C) the clerk's official signature. (Tex. Prob. |
---|
960 | 960 | | Code, Secs. 11, 13(e) (part).) |
---|
961 | 961 | | Sec. 52.052. CASE FILES. (a) The county clerk shall |
---|
962 | 962 | | maintain a case file for the estate of each decedent for which a |
---|
963 | 963 | | probate proceeding has been filed. |
---|
964 | 964 | | (b) Each case file must contain each order, judgment, and |
---|
965 | 965 | | proceeding of the court and any other probate filing with the court, |
---|
966 | 966 | | including each: |
---|
967 | 967 | | (1) application for the probate of a will; |
---|
968 | 968 | | (2) application for the granting of administration; |
---|
969 | 969 | | (3) citation and notice, whether published or posted, |
---|
970 | 970 | | including the return on the citation or notice; |
---|
971 | 971 | | (4) will and the testimony on which the will is |
---|
972 | 972 | | admitted to probate; |
---|
973 | 973 | | (5) bond and official oath; |
---|
974 | 974 | | (6) inventory, appraisement, and list of claims; |
---|
975 | 975 | | (7) exhibit and account; |
---|
976 | 976 | | (8) report of renting; |
---|
977 | 977 | | (9) application for sale or partition of real estate; |
---|
978 | 978 | | (10) report of sale; |
---|
979 | 979 | | (11) report of the commissioners of partition; |
---|
980 | 980 | | (12) application for authority to execute a lease for |
---|
981 | 981 | | mineral development, or for pooling or unitization of lands, |
---|
982 | 982 | | royalty, or other interest in minerals, or to lend or invest money; |
---|
983 | 983 | | and |
---|
984 | 984 | | (13) report of lending or investing money. |
---|
985 | 985 | | (c) Only the substance of a deposition must be recorded |
---|
986 | 986 | | under Subsection (b)(4). (Tex. Prob. Code, Sec. 15.) |
---|
987 | 987 | | Sec. 52.053. INDEX. (a) The county clerk shall properly |
---|
988 | 988 | | index the records required under this chapter. |
---|
989 | 989 | | (b) The county clerk shall keep the index open for public |
---|
990 | 990 | | inspection, but may not release the index from the clerk's custody. |
---|
991 | 991 | | (Tex. Prob. Code, Sec. 17A.) |
---|
992 | 992 | | CHAPTER 53. OTHER COURT DUTIES AND PROCEDURES |
---|
993 | 993 | | SUBCHAPTER A. ENFORCEMENT OF ORDERS |
---|
994 | 994 | | Sec. 53.001. ENFORCEMENT OF JUDGE'S ORDERS |
---|
995 | 995 | | [Sections 53.002-53.050 reserved for expansion] |
---|
996 | 996 | | SUBCHAPTER B. COSTS AND SECURITY |
---|
997 | 997 | | Sec. 53.051. APPLICABILITY OF CERTAIN LAWS |
---|
998 | 998 | | Sec. 53.052. SECURITY FOR CERTAIN COSTS |
---|
999 | 999 | | Sec. 53.053. EXEMPTION FROM PROBATE FEES FOR ESTATES |
---|
1000 | 1000 | | OF CERTAIN MILITARY SERVICEMEMBERS |
---|
1001 | 1001 | | [Sections 53.054-53.100 reserved for expansion] |
---|
1002 | 1002 | | SUBCHAPTER C. PROCEDURES FOR PROBATE MATTERS |
---|
1003 | 1003 | | Sec. 53.101. CALLING OF DOCKETS |
---|
1004 | 1004 | | Sec. 53.102. SETTING OF CERTAIN HEARINGS BY CLERK |
---|
1005 | 1005 | | Sec. 53.103. RENDERING OF DECISIONS, ORDERS, DECREES, |
---|
1006 | 1006 | | AND JUDGMENTS |
---|
1007 | 1007 | | Sec. 53.104. APPOINTMENT OF ATTORNEYS AD LITEM |
---|
1008 | 1008 | | Sec. 53.105. SIGNING OF MINUTES |
---|
1009 | 1009 | | Sec. 53.106. EXECUTIONS IN PROBATE MATTERS |
---|
1010 | 1010 | | CHAPTER 53. OTHER COURT DUTIES AND PROCEDURES |
---|
1011 | 1011 | | SUBCHAPTER A. ENFORCEMENT OF ORDERS |
---|
1012 | 1012 | | Sec. 53.001. ENFORCEMENT OF JUDGE'S ORDERS. A judge may |
---|
1013 | 1013 | | enforce the judge's lawful orders against an executor or |
---|
1014 | 1014 | | administrator by attachment and confinement. Unless this title |
---|
1015 | 1015 | | expressly provides otherwise, the term of confinement for any one |
---|
1016 | 1016 | | offense under this section may not exceed three days. (Tex. Prob. |
---|
1017 | 1017 | | Code, Sec. 24.) |
---|
1018 | 1018 | | [Sections 53.002-53.050 reserved for expansion] |
---|
1019 | 1019 | | SUBCHAPTER B. COSTS AND SECURITY |
---|
1020 | 1020 | | Sec. 53.051. APPLICABILITY OF CERTAIN LAWS. A law |
---|
1021 | 1021 | | regulating costs in ordinary civil cases applies to a probate |
---|
1022 | 1022 | | matter when not expressly provided for in this title. (Tex. Prob. |
---|
1023 | 1023 | | Code, Sec. 12(a).) |
---|
1024 | 1024 | | Sec. 53.052. SECURITY FOR CERTAIN COSTS. (a) The clerk may |
---|
1025 | 1025 | | require a person who files an application, complaint, or opposition |
---|
1026 | 1026 | | relating to an estate, other than the personal representative of |
---|
1027 | 1027 | | the estate, to provide security for the probable costs of the |
---|
1028 | 1028 | | proceeding before filing the application, complaint, or |
---|
1029 | 1029 | | opposition. |
---|
1030 | 1030 | | (b) At any time before the trial of an application, |
---|
1031 | 1031 | | complaint, or opposition described by Subsection (a), anyone |
---|
1032 | 1032 | | interested in the estate or an officer of the court may, by written |
---|
1033 | 1033 | | motion, obtain from the court an order requiring the person who |
---|
1034 | 1034 | | filed the application, complaint, or opposition to provide security |
---|
1035 | 1035 | | for the probable costs of the proceeding. The rules governing civil |
---|
1036 | 1036 | | suits in the county court with respect to giving security for the |
---|
1037 | 1037 | | probable costs of a proceeding control in cases described by |
---|
1038 | 1038 | | Subsection (a) and this subsection. |
---|
1039 | 1039 | | (c) An executor or administrator appointed by a court of |
---|
1040 | 1040 | | this state may not be required to provide security for costs in an |
---|
1041 | 1041 | | action brought by the executor or administrator in the executor's |
---|
1042 | 1042 | | or administrator's fiduciary capacity. (Tex. Prob. Code, Secs. |
---|
1043 | 1043 | | 12(b), (c).) |
---|
1044 | 1044 | | Sec. 53.053. EXEMPTION FROM PROBATE FEES FOR ESTATES OF |
---|
1045 | 1045 | | CERTAIN MILITARY SERVICEMEMBERS. (a) In this section, "combat |
---|
1046 | 1046 | | zone" means an area that the president of the United States by |
---|
1047 | 1047 | | executive order designates for purposes of 26 U.S.C. Section 112 as |
---|
1048 | 1048 | | an area in which armed forces of the United States are or have |
---|
1049 | 1049 | | engaged in combat. |
---|
1050 | 1050 | | (b) Notwithstanding any other law, the clerk of a county |
---|
1051 | 1051 | | court may not charge, or collect from, the estate of a decedent any |
---|
1052 | 1052 | | of the following fees if the decedent died while in active service |
---|
1053 | 1053 | | as a member of the armed forces of the United States in a combat |
---|
1054 | 1054 | | zone: |
---|
1055 | 1055 | | (1) a fee for or associated with the filing of the |
---|
1056 | 1056 | | decedent's will for probate; and |
---|
1057 | 1057 | | (2) a fee for any service rendered by the probate court |
---|
1058 | 1058 | | regarding the administration of the decedent's estate. (Tex. Prob. |
---|
1059 | 1059 | | Code, Sec. 11A.) |
---|
1060 | 1060 | | [Sections 53.054-53.100 reserved for expansion] |
---|
1061 | 1061 | | SUBCHAPTER C. PROCEDURES FOR PROBATE MATTERS |
---|
1062 | 1062 | | Sec. 53.101. CALLING OF DOCKETS. The judge in whose court |
---|
1063 | 1063 | | probate proceedings are pending, at times determined by the judge, |
---|
1064 | 1064 | | shall: |
---|
1065 | 1065 | | (1) call the estates of decedents in the estates' |
---|
1066 | 1066 | | regular order on both the probate and claim dockets; and |
---|
1067 | 1067 | | (2) issue orders as necessary. (Tex. Prob. Code, Sec. |
---|
1068 | 1068 | | 19.) |
---|
1069 | 1069 | | Sec. 53.102. SETTING OF CERTAIN HEARINGS BY CLERK. (a) If |
---|
1070 | 1070 | | a judge is unable to designate the time and place for hearing a |
---|
1071 | 1071 | | probate matter pending in the judge's court because the judge is |
---|
1072 | 1072 | | absent from the county seat or is on vacation, disqualified, ill, or |
---|
1073 | 1073 | | deceased, the county clerk of the county in which the matter is |
---|
1074 | 1074 | | pending may: |
---|
1075 | 1075 | | (1) designate the time and place for hearing; |
---|
1076 | 1076 | | (2) enter the setting on the judge's docket; and |
---|
1077 | 1077 | | (3) certify on the docket the reason that the judge is |
---|
1078 | 1078 | | not acting to set the hearing. |
---|
1079 | 1079 | | (b) If, after the perfection of the service of notices and |
---|
1080 | 1080 | | citations required by law concerning the time and place of hearing, |
---|
1081 | 1081 | | a qualified judge is not present for a hearing set under Subsection |
---|
1082 | 1082 | | (a), the hearing is automatically continued from day to day until a |
---|
1083 | 1083 | | qualified judge is present to hear and determine the matter. (Tex. |
---|
1084 | 1084 | | Prob. Code, Sec. 20.) |
---|
1085 | 1085 | | Sec. 53.103. RENDERING OF DECISIONS, ORDERS, DECREES, AND |
---|
1086 | 1086 | | JUDGMENTS. The county court shall render all decisions, orders, |
---|
1087 | 1087 | | decrees, and judgments in probate matters in open court, except as |
---|
1088 | 1088 | | otherwise specially provided. (Tex. Prob. Code, Sec. 23 (part).) |
---|
1089 | 1089 | | Sec. 53.104. APPOINTMENT OF ATTORNEYS AD LITEM. (a) Except |
---|
1090 | 1090 | | as provided by Section 202.009(b), the judge of a probate court may |
---|
1091 | 1091 | | appoint an attorney ad litem in any probate proceeding to represent |
---|
1092 | 1092 | | the interests of: |
---|
1093 | 1093 | | (1) a person who has a legal disability; |
---|
1094 | 1094 | | (2) a nonresident; |
---|
1095 | 1095 | | (3) an unborn or unascertained person; or |
---|
1096 | 1096 | | (4) an unknown heir. |
---|
1097 | 1097 | | (b) An attorney ad litem appointed under this section is |
---|
1098 | 1098 | | entitled to reasonable compensation for services provided in the |
---|
1099 | 1099 | | amount set by the court, to be taxed as costs in the proceeding. |
---|
1100 | 1100 | | (Tex. Prob. Code, Sec. 34A.) |
---|
1101 | 1101 | | Sec. 53.105. SIGNING OF MINUTES. (a) Except as provided by |
---|
1102 | 1102 | | Subsection (b), the judge shall approve and sign the minutes on the |
---|
1103 | 1103 | | first day of each month. |
---|
1104 | 1104 | | (b) If the first day of the month falls on a Sunday, the |
---|
1105 | 1105 | | judge's approval must be entered on the preceding or succeeding |
---|
1106 | 1106 | | day. (Tex. Prob. Code, Sec. 23 (part).) |
---|
1107 | 1107 | | Sec. 53.106. EXECUTIONS IN PROBATE MATTERS. (a) An |
---|
1108 | 1108 | | execution in a probate matter must be: |
---|
1109 | 1109 | | (1) directed "to any sheriff or any constable within |
---|
1110 | 1110 | | the State of Texas"; |
---|
1111 | 1111 | | (2) attested and signed by the clerk officially under |
---|
1112 | 1112 | | court seal; and |
---|
1113 | 1113 | | (3) made returnable in 60 days. |
---|
1114 | 1114 | | (b) A proceeding under an execution described by Subsection |
---|
1115 | 1115 | | (a) is governed, to the extent applicable, by the laws regulating a |
---|
1116 | 1116 | | proceeding under an execution issued by a district court. |
---|
1117 | 1117 | | (c) Notwithstanding Subsection (a), an execution directed |
---|
1118 | 1118 | | to the sheriff or a constable of a specific county in this state may |
---|
1119 | 1119 | | not be held defective if properly executed within that county by the |
---|
1120 | 1120 | | sheriff or constable to whom the execution is directed. (Tex. Prob. |
---|
1121 | 1121 | | Code, Sec. 25.) |
---|
1122 | 1122 | | CHAPTER 54. PLEADINGS AND EVIDENCE IN GENERAL |
---|
1123 | 1123 | | SUBCHAPTER A. PLEADINGS |
---|
1124 | 1124 | | Sec. 54.001. EFFECT OF FILING OR CONTESTING PLEADING |
---|
1125 | 1125 | | Sec. 54.002. DEFECT IN PLEADING |
---|
1126 | 1126 | | [Sections 54.003-54.050 reserved for expansion] |
---|
1127 | 1127 | | SUBCHAPTER B. EVIDENCE |
---|
1128 | 1128 | | Sec. 54.051. APPLICABILITY OF CERTAIN RULES RELATING |
---|
1129 | 1129 | | TO WITNESSES AND EVIDENCE |
---|
1130 | 1130 | | Sec. 54.052. USE OF CERTAIN RECORDS AS EVIDENCE |
---|
1131 | 1131 | | CHAPTER 54. PLEADINGS AND EVIDENCE IN GENERAL |
---|
1132 | 1132 | | SUBCHAPTER A. PLEADINGS |
---|
1133 | 1133 | | Sec. 54.001. EFFECT OF FILING OR CONTESTING PLEADING. (a) |
---|
1134 | 1134 | | The filing or contesting in probate court of a pleading relating to |
---|
1135 | 1135 | | a decedent's estate does not constitute tortious interference with |
---|
1136 | 1136 | | inheritance of the estate. |
---|
1137 | 1137 | | (b) This section does not abrogate any right of a person |
---|
1138 | 1138 | | under Rule 13, Texas Rules of Civil Procedure, or Chapter 10, Civil |
---|
1139 | 1139 | | Practice and Remedies Code. (Tex. Prob. Code, Sec. 10C.) |
---|
1140 | 1140 | | Sec. 54.002. DEFECT IN PLEADING. A court may not invalidate |
---|
1141 | 1141 | | a pleading in probate, or an order based on the pleading, on the |
---|
1142 | 1142 | | basis of a defect of form or substance in the pleading unless a |
---|
1143 | 1143 | | timely objection has been made against the defect and the defect has |
---|
1144 | 1144 | | been called to the attention of the court in which the proceeding |
---|
1145 | 1145 | | was or is pending. (Tex. Prob. Code, Sec. 9.) |
---|
1146 | 1146 | | [Sections 54.003-54.050 reserved for expansion] |
---|
1147 | 1147 | | SUBCHAPTER B. EVIDENCE |
---|
1148 | 1148 | | Sec. 54.051. APPLICABILITY OF CERTAIN RULES RELATING TO |
---|
1149 | 1149 | | WITNESSES AND EVIDENCE. Except as provided by Section 51.203, the |
---|
1150 | 1150 | | rules relating to witnesses and evidence that apply in the district |
---|
1151 | 1151 | | court apply in a proceeding arising under this title to the extent |
---|
1152 | 1152 | | practicable. (Tex. Prob. Code, Sec. 22 (part).) |
---|
1153 | 1153 | | Sec. 54.052. USE OF CERTAIN RECORDS AS EVIDENCE. The |
---|
1154 | 1154 | | following are admissible as evidence in any court of this state: |
---|
1155 | 1155 | | (1) record books described by Sections 52.001, 52.002, |
---|
1156 | 1156 | | and 52.003 and individual case files described by Section 52.052, |
---|
1157 | 1157 | | including records maintained in a manner allowed under Section |
---|
1158 | 1158 | | 52.004; and |
---|
1159 | 1159 | | (2) certified copies or reproductions of the records. |
---|
1160 | 1160 | | (Tex. Prob. Code, Sec. 18.) |
---|
1161 | 1161 | | CHAPTER 55. COMPLAINTS AND CONTESTS |
---|
1162 | 1162 | | SUBCHAPTER A. CONTEST OF PROCEEDINGS IN PROBATE COURT |
---|
1163 | 1163 | | Sec. 55.001. OPPOSITION IN PROBATE PROCEEDING |
---|
1164 | 1164 | | Sec. 55.002. TRIAL BY JURY |
---|
1165 | 1165 | | [Sections 55.003-55.050 reserved for expansion] |
---|
1166 | 1166 | | SUBCHAPTER B. INSTITUTION OF HIGHER EDUCATION OR CHARITABLE ORGANIZATION AS PARTY TO CERTAIN ACTIONS |
---|
1167 | 1167 | | ORGANIZATION AS PARTY TO CERTAIN ACTIONS |
---|
1168 | 1168 | | Sec. 55.051. DEFINITION |
---|
1169 | 1169 | | Sec. 55.052. NECESSARY PARTY |
---|
1170 | 1170 | | Sec. 55.053. SERVICE OF PROCESS |
---|
1171 | 1171 | | [Sections 55.054-55.100 reserved for expansion] |
---|
1172 | 1172 | | SUBCHAPTER C. MENTAL CAPACITY OF DECEDENT |
---|
1173 | 1173 | | Sec. 55.101. ENTITLEMENT TO PRODUCTION OF |
---|
1174 | 1174 | | COMMUNICATIONS AND RECORDS |
---|
1175 | 1175 | | Sec. 55.102. RELEASE OF RECORDS |
---|
1176 | 1176 | | [Sections 55.103-55.150 reserved for expansion] |
---|
1177 | 1177 | | SUBCHAPTER D. ATTACHMENT OF ESTATE PROPERTY |
---|
1178 | 1178 | | Sec. 55.151. ORDER FOR ISSUANCE OF WRIT OF ATTACHMENT |
---|
1179 | 1179 | | Sec. 55.152. BOND |
---|
1180 | 1180 | | [Sections 55.153-55.200 reserved for expansion] |
---|
1181 | 1181 | | SUBCHAPTER E. SPECIFIC PERFORMANCE OF AGREEMENT TO TRANSFER TITLE |
---|
1182 | 1182 | | Sec. 55.201. COMPLAINT AND CITATION |
---|
1183 | 1183 | | Sec. 55.202. HEARING AND ORDER |
---|
1184 | 1184 | | Sec. 55.203. CONVEYANCE |
---|
1185 | 1185 | | [Sections 55.204-55.250 reserved for expansion] |
---|
1186 | 1186 | | SUBCHAPTER F. BILL OF REVIEW |
---|
1187 | 1187 | | Sec. 55.251. REVISION AND CORRECTION OF ORDER IN |
---|
1188 | 1188 | | PROBATE PROCEEDING |
---|
1189 | 1189 | | Sec. 55.252. INJUNCTION |
---|
1190 | 1190 | | CHAPTER 55. COMPLAINTS AND CONTESTS |
---|
1191 | 1191 | | SUBCHAPTER A. CONTEST OF PROCEEDINGS IN PROBATE COURT |
---|
1192 | 1192 | | Sec. 55.001. OPPOSITION IN PROBATE PROCEEDING. A person |
---|
1193 | 1193 | | interested in an estate may, at any time before the court decides an |
---|
1194 | 1194 | | issue in a proceeding, file written opposition regarding the issue. |
---|
1195 | 1195 | | The person is entitled to process for witnesses and evidence, and to |
---|
1196 | 1196 | | be heard on the opposition, as in other suits. (Tex. Prob. Code, |
---|
1197 | 1197 | | Sec. 10.) |
---|
1198 | 1198 | | Sec. 55.002. TRIAL BY JURY. In a contested probate or |
---|
1199 | 1199 | | mental illness proceeding in a probate court, a party is entitled to |
---|
1200 | 1200 | | a jury trial as in other civil actions. (Tex. Prob. Code, Sec. 21.) |
---|
1201 | 1201 | | [Sections 55.003-55.050 reserved for expansion] |
---|
1202 | 1202 | | SUBCHAPTER B. INSTITUTION OF HIGHER EDUCATION OR CHARITABLE |
---|
1203 | 1203 | | ORGANIZATION AS PARTY TO CERTAIN ACTIONS |
---|
1204 | 1204 | | Sec. 55.051. DEFINITION. In this subchapter, "institution |
---|
1205 | 1205 | | of higher education" has the meaning assigned by Section 61.003, |
---|
1206 | 1206 | | Education Code. (Tex. Prob. Code, Sec. 10A(a) (part).) |
---|
1207 | 1207 | | Sec. 55.052. NECESSARY PARTY. An institution of higher |
---|
1208 | 1208 | | education, a private institution of higher education, or a |
---|
1209 | 1209 | | charitable organization that is a distributee under a will is a |
---|
1210 | 1210 | | necessary party to a will contest or will construction suit |
---|
1211 | 1211 | | involving the will. (Tex. Prob. Code, Sec. 10A(a) (part).) |
---|
1212 | 1212 | | Sec. 55.053. SERVICE OF PROCESS. The court shall serve an |
---|
1213 | 1213 | | institution or organization that is a necessary party under Section |
---|
1214 | 1214 | | 55.052 in the manner provided by this title for service on other |
---|
1215 | 1215 | | parties. (Tex. Prob. Code, Sec. 10A(b).) |
---|
1216 | 1216 | | [Sections 55.054-55.100 reserved for expansion] |
---|
1217 | 1217 | | SUBCHAPTER C. MENTAL CAPACITY OF DECEDENT |
---|
1218 | 1218 | | Sec. 55.101. ENTITLEMENT TO PRODUCTION OF COMMUNICATIONS |
---|
1219 | 1219 | | AND RECORDS. Notwithstanding Subtitle B, Title 3, Occupations |
---|
1220 | 1220 | | Code, a person who is a party to a will contest or proceeding in |
---|
1221 | 1221 | | which a party relies on the mental or testamentary capacity of a |
---|
1222 | 1222 | | decedent before the decedent's death as part of the party's claim or |
---|
1223 | 1223 | | defense is entitled to production of all communications or records |
---|
1224 | 1224 | | relevant to the decedent's condition before the decedent's death. |
---|
1225 | 1225 | | (Tex. Prob. Code, Sec. 10B (part).) |
---|
1226 | 1226 | | Sec. 55.102. RELEASE OF RECORDS. On receipt of a subpoena |
---|
1227 | 1227 | | for communications or records described by Section 55.101 and a |
---|
1228 | 1228 | | file-stamped copy of the will contest or proceeding described by |
---|
1229 | 1229 | | that section, the appropriate physician, hospital, medical |
---|
1230 | 1230 | | facility, custodian of records, or other person in possession of |
---|
1231 | 1231 | | the communications or records shall release the communications or |
---|
1232 | 1232 | | records to the requesting party without further authorization. |
---|
1233 | 1233 | | (Tex. Prob. Code, Sec. 10B (part).) |
---|
1234 | 1234 | | [Sections 55.103-55.150 reserved for expansion] |
---|
1235 | 1235 | | SUBCHAPTER D. ATTACHMENT OF ESTATE PROPERTY |
---|
1236 | 1236 | | Sec. 55.151. ORDER FOR ISSUANCE OF WRIT OF ATTACHMENT. (a) |
---|
1237 | 1237 | | If a person interested in an estate files with the judge a written |
---|
1238 | 1238 | | complaint made under oath alleging that the executor or |
---|
1239 | 1239 | | administrator of the estate is about to remove the estate or part of |
---|
1240 | 1240 | | the estate outside of the state, the judge may order a writ of |
---|
1241 | 1241 | | attachment to issue, directed "to any sheriff or any constable |
---|
1242 | 1242 | | within the State of Texas." The writ must order the sheriff or |
---|
1243 | 1243 | | constable to: |
---|
1244 | 1244 | | (1) seize the estate or a part of the estate; and |
---|
1245 | 1245 | | (2) hold that property subject to the judge's |
---|
1246 | 1246 | | additional orders regarding the complaint. |
---|
1247 | 1247 | | (b) Notwithstanding Subsection (a), a writ of attachment |
---|
1248 | 1248 | | directed to the sheriff or constable of a specific county within the |
---|
1249 | 1249 | | state is not defective if the writ was properly executed in that |
---|
1250 | 1250 | | county by that officer. (Tex. Prob. Code, Sec. 26 (part).) |
---|
1251 | 1251 | | Sec. 55.152. BOND. Before a writ of attachment ordered |
---|
1252 | 1252 | | under Section 55.151 may be issued, the complainant must execute a |
---|
1253 | 1253 | | bond that is: |
---|
1254 | 1254 | | (1) payable to the executor or administrator of the |
---|
1255 | 1255 | | estate; |
---|
1256 | 1256 | | (2) in an amount set by the judge; and |
---|
1257 | 1257 | | (3) conditioned for the payment of all damages and |
---|
1258 | 1258 | | costs that are recovered for the wrongful suing out of the writ. |
---|
1259 | 1259 | | (Tex. Prob. Code, Sec. 26 (part).) |
---|
1260 | 1260 | | [Sections 55.153-55.200 reserved for expansion] |
---|
1261 | 1261 | | SUBCHAPTER E. SPECIFIC PERFORMANCE OF AGREEMENT TO TRANSFER TITLE |
---|
1262 | 1262 | | Sec. 55.201. COMPLAINT AND CITATION. (a) If a person sold |
---|
1263 | 1263 | | property and entered into a bond or other written agreement to |
---|
1264 | 1264 | | transfer title to the property and then died without transferring |
---|
1265 | 1265 | | the title, the owner of the bond or agreement or the owner's legal |
---|
1266 | 1266 | | representative may: |
---|
1267 | 1267 | | (1) file a written complaint in the court of the county |
---|
1268 | 1268 | | in which letters testamentary or of administration on the |
---|
1269 | 1269 | | decedent's estate were granted; and |
---|
1270 | 1270 | | (2) have the personal representative of the estate |
---|
1271 | 1271 | | cited to appear on a date stated in the citation and show cause why |
---|
1272 | 1272 | | specific performance of the bond or agreement should not be |
---|
1273 | 1273 | | ordered. |
---|
1274 | 1274 | | (b) Except as provided by Subsection (c), the bond or |
---|
1275 | 1275 | | agreement must be filed with the complaint described by Subsection |
---|
1276 | 1276 | | (a). |
---|
1277 | 1277 | | (c) If good cause under oath is shown why the bond or written |
---|
1278 | 1278 | | agreement cannot be filed with the complaint, the bond or agreement |
---|
1279 | 1279 | | or the substance of the bond or agreement must be stated in the |
---|
1280 | 1280 | | complaint. (Tex. Prob. Code, Sec. 27 (part).) |
---|
1281 | 1281 | | Sec. 55.202. HEARING AND ORDER. (a) After service of the |
---|
1282 | 1282 | | citation under Section 55.201, the court shall hear the complaint |
---|
1283 | 1283 | | and the evidence on the complaint. |
---|
1284 | 1284 | | (b) The court shall order the personal representative to |
---|
1285 | 1285 | | transfer title to the property, according to the tenor of the bond |
---|
1286 | 1286 | | or agreement, to the complainant if the judge is satisfied from the |
---|
1287 | 1287 | | proof that: |
---|
1288 | 1288 | | (1) the bond or agreement was legally executed by the |
---|
1289 | 1289 | | decedent; and |
---|
1290 | 1290 | | (2) the complainant has a right to demand specific |
---|
1291 | 1291 | | performance. |
---|
1292 | 1292 | | (c) The order must fully describe the property to be |
---|
1293 | 1293 | | transferred. (Tex. Prob. Code, Sec. 27 (part).) |
---|
1294 | 1294 | | Sec. 55.203. CONVEYANCE. (a) A conveyance made under this |
---|
1295 | 1295 | | subchapter must refer to and identify the court order authorizing |
---|
1296 | 1296 | | the conveyance. On delivery of the conveyance, all the right and |
---|
1297 | 1297 | | title to the property conveyed that the decedent had vests in the |
---|
1298 | 1298 | | person to whom the conveyance is made. |
---|
1299 | 1299 | | (b) A conveyance under this subchapter is prima facie |
---|
1300 | 1300 | | evidence that all requirements of the law for obtaining the |
---|
1301 | 1301 | | conveyance have been complied with. (Tex. Prob. Code, Sec. 27 |
---|
1302 | 1302 | | (part).) |
---|
1303 | 1303 | | [Sections 55.204-55.250 reserved for expansion] |
---|
1304 | 1304 | | SUBCHAPTER F. BILL OF REVIEW |
---|
1305 | 1305 | | Sec. 55.251. REVISION AND CORRECTION OF ORDER IN PROBATE |
---|
1306 | 1306 | | PROCEEDING. (a) An interested person may, by a bill of review |
---|
1307 | 1307 | | filed in the court in which the probate proceedings were held, have |
---|
1308 | 1308 | | an order rendered by the court revised and corrected on a showing of |
---|
1309 | 1309 | | error in the order. |
---|
1310 | 1310 | | (b) A bill of review to revise and correct an order may not |
---|
1311 | 1311 | | be filed more than two years after the date of the order. (Tex. |
---|
1312 | 1312 | | Prob. Code, Sec. 31 (part).) |
---|
1313 | 1313 | | Sec. 55.252. INJUNCTION. A process or action under a court |
---|
1314 | 1314 | | order subject to a bill of review filed under Section 55.251 may be |
---|
1315 | 1315 | | stayed only by writ of injunction. (Tex. Prob. Code, Sec. 31 |
---|
1316 | 1316 | | (part).) |
---|
1317 | 1317 | | CHAPTER 56. CHANGE AND RESIGNATION OF RESIDENT AGENT OF PERSONAL REPRESENTATIVE FOR SERVICE OF PROCESS |
---|
1318 | 1318 | | REPRESENTATIVE FOR SERVICE OF PROCESS |
---|
1319 | 1319 | | Sec. 56.001. CHANGE OF RESIDENT AGENT |
---|
1320 | 1320 | | Sec. 56.002. RESIGNATION OF RESIDENT AGENT |
---|
1321 | 1321 | | CHAPTER 56. CHANGE AND RESIGNATION OF RESIDENT AGENT OF PERSONAL |
---|
1322 | 1322 | | REPRESENTATIVE FOR SERVICE OF PROCESS |
---|
1323 | 1323 | | Sec. 56.001. CHANGE OF RESIDENT AGENT. (a) A personal |
---|
1324 | 1324 | | representative of an estate may change the representative's |
---|
1325 | 1325 | | resident agent to accept service of process in a probate proceeding |
---|
1326 | 1326 | | or other action relating to the estate by filing with the court in |
---|
1327 | 1327 | | which the probate proceeding is pending a statement titled |
---|
1328 | 1328 | | "Designation of Successor Resident Agent" that states the names and |
---|
1329 | 1329 | | addresses of: |
---|
1330 | 1330 | | (1) the representative; |
---|
1331 | 1331 | | (2) the resident agent; and |
---|
1332 | 1332 | | (3) the successor resident agent. |
---|
1333 | 1333 | | (b) The designation of a successor resident agent takes |
---|
1334 | 1334 | | effect on the date a statement under Subsection (a) is filed with |
---|
1335 | 1335 | | the court. (Tex. Prob. Code, Sec. 221A.) |
---|
1336 | 1336 | | Sec. 56.002. RESIGNATION OF RESIDENT AGENT. (a) A resident |
---|
1337 | 1337 | | agent of a personal representative may resign as resident agent by |
---|
1338 | 1338 | | giving notice to the representative and filing with the court in |
---|
1339 | 1339 | | which the probate proceeding is pending a statement titled |
---|
1340 | 1340 | | "Resignation of Resident Agent" that states: |
---|
1341 | 1341 | | (1) the name of the representative; |
---|
1342 | 1342 | | (2) the representative's address most recently known |
---|
1343 | 1343 | | by the resident agent; |
---|
1344 | 1344 | | (3) that notice of the resignation has been given to |
---|
1345 | 1345 | | the representative and the date that notice was given; and |
---|
1346 | 1346 | | (4) that the representative has not designated a |
---|
1347 | 1347 | | successor resident agent. |
---|
1348 | 1348 | | (b) The resident agent shall send, by certified mail, return |
---|
1349 | 1349 | | receipt requested, a copy of a resignation statement filed under |
---|
1350 | 1350 | | Subsection (a) to: |
---|
1351 | 1351 | | (1) the personal representative at the address most |
---|
1352 | 1352 | | recently known by the resident agent; and |
---|
1353 | 1353 | | (2) each party in the case or the party's attorney or |
---|
1354 | 1354 | | other designated representative of record. |
---|
1355 | 1355 | | (c) The resignation of a resident agent takes effect on the |
---|
1356 | 1356 | | date the court enters an order accepting the resignation. A court |
---|
1357 | 1357 | | may not enter an order accepting the resignation unless the |
---|
1358 | 1358 | | resident agent complies with this section. (Tex. Prob. Code, Sec. |
---|
1359 | 1359 | | 221B.) |
---|
1360 | 1360 | | [Chapters 57-100 reserved for expansion] |
---|
1361 | 1361 | | SUBTITLE C. PASSAGE OF TITLE AND DISTRIBUTION OF DECEDENTS' |
---|
1362 | 1362 | | PROPERTY IN GENERAL |
---|
1363 | 1363 | | CHAPTER 101. ESTATE ASSETS IN GENERAL |
---|
1364 | 1364 | | SUBCHAPTER A. PASSAGE AND POSSESSION OF DECEDENT'S ESTATE ON DEATH |
---|
1365 | 1365 | | Sec. 101.001. PASSAGE OF ESTATE ON DECEDENT'S DEATH |
---|
1366 | 1366 | | Sec. 101.002. EFFECT OF JOINT OWNERSHIP OF PROPERTY |
---|
1367 | 1367 | | Sec. 101.003. POSSESSION OF ESTATE BY PERSONAL |
---|
1368 | 1368 | | REPRESENTATIVE |
---|
1369 | 1369 | | [Sections 101.004-101.050 reserved for expansion] |
---|
1370 | 1370 | | SUBCHAPTER B. LIABILITY OF ESTATE FOR DEBTS |
---|
1371 | 1371 | | Sec. 101.051. LIABILITY OF ESTATE FOR DEBTS IN GENERAL |
---|
1372 | 1372 | | Sec. 101.052. LIABILITY OF COMMUNITY PROPERTY FOR |
---|
1373 | 1373 | | DEBTS OF DECEASED SPOUSE |
---|
1374 | 1374 | | CHAPTER 101. ESTATE ASSETS IN GENERAL |
---|
1375 | 1375 | | SUBCHAPTER A. PASSAGE AND POSSESSION OF DECEDENT'S ESTATE ON DEATH |
---|
1376 | 1376 | | Sec. 101.001. PASSAGE OF ESTATE ON DECEDENT'S DEATH. (a) |
---|
1377 | 1377 | | Subject to Section 101.051, if a person dies leaving a lawful will: |
---|
1378 | 1378 | | (1) all of the person's estate that is devised by the |
---|
1379 | 1379 | | will vests immediately in the devisees; |
---|
1380 | 1380 | | (2) all powers of appointment granted in the will vest |
---|
1381 | 1381 | | immediately in the donees of those powers; and |
---|
1382 | 1382 | | (3) all of the person's estate that is not devised by |
---|
1383 | 1383 | | the will vests immediately in the person's heirs at law. |
---|
1384 | 1384 | | (b) Subject to Section 101.051, the estate of a person who |
---|
1385 | 1385 | | dies intestate vests immediately in the person's heirs at law. |
---|
1386 | 1386 | | (Tex. Prob. Code, Sec. 37 (part).) |
---|
1387 | 1387 | | Sec. 101.002. EFFECT OF JOINT OWNERSHIP OF PROPERTY. If two |
---|
1388 | 1388 | | or more persons hold an interest in property jointly and one joint |
---|
1389 | 1389 | | owner dies before severance, the interest of the decedent in the |
---|
1390 | 1390 | | joint estate: |
---|
1391 | 1391 | | (1) does not survive to the remaining joint owner or |
---|
1392 | 1392 | | owners; and |
---|
1393 | 1393 | | (2) passes by will or intestacy from the decedent as if |
---|
1394 | 1394 | | the decedent's interest had been severed. (Tex. Prob. Code, Sec. |
---|
1395 | 1395 | | 46(a) (part).) |
---|
1396 | 1396 | | Sec. 101.003. POSSESSION OF ESTATE BY PERSONAL |
---|
1397 | 1397 | | REPRESENTATIVE. On the issuance of letters testamentary or of |
---|
1398 | 1398 | | administration on an estate described by Section 101.001, the |
---|
1399 | 1399 | | executor or administrator has the right to possession of the estate |
---|
1400 | 1400 | | as the estate existed at the death of the testator or intestate, |
---|
1401 | 1401 | | subject to the exceptions provided by Section 101.051. The |
---|
1402 | 1402 | | executor or administrator shall recover possession of the estate |
---|
1403 | 1403 | | and hold the estate in trust to be disposed of in accordance with |
---|
1404 | 1404 | | the law. (Tex. Prob. Code, Sec. 37 (part).) |
---|
1405 | 1405 | | [Sections 101.004-101.050 reserved for expansion] |
---|
1406 | 1406 | | SUBCHAPTER B. LIABILITY OF ESTATE FOR DEBTS |
---|
1407 | 1407 | | Sec. 101.051. LIABILITY OF ESTATE FOR DEBTS IN GENERAL. (a) |
---|
1408 | 1408 | | A decedent's estate vests in accordance with Section 101.001(a) |
---|
1409 | 1409 | | subject to the payment of: |
---|
1410 | 1410 | | (1) the debts of the decedent, except as exempted by |
---|
1411 | 1411 | | law; and |
---|
1412 | 1412 | | (2) any court-ordered child support payments that are |
---|
1413 | 1413 | | delinquent on the date of the decedent's death. |
---|
1414 | 1414 | | (b) A decedent's estate vests in accordance with Section |
---|
1415 | 1415 | | 101.001(b) subject to the payment of, and is still liable for: |
---|
1416 | 1416 | | (1) the debts of the decedent, except as exempted by |
---|
1417 | 1417 | | law; and |
---|
1418 | 1418 | | (2) any court-ordered child support payments that are |
---|
1419 | 1419 | | delinquent on the date of the decedent's death. (Tex. Prob. Code, |
---|
1420 | 1420 | | Sec. 37 (part).) |
---|
1421 | 1421 | | Sec. 101.052. LIABILITY OF COMMUNITY PROPERTY FOR DEBTS OF |
---|
1422 | 1422 | | DECEASED SPOUSE. (a) The community property subject to the sole or |
---|
1423 | 1423 | | joint management, control, and disposition of a spouse during |
---|
1424 | 1424 | | marriage continues to be subject to the liabilities of that spouse |
---|
1425 | 1425 | | on death. |
---|
1426 | 1426 | | (b) The interest that the deceased spouse owned in any other |
---|
1427 | 1427 | | nonexempt community property passes to the deceased spouse's heirs |
---|
1428 | 1428 | | or devisees charged with the debts that were enforceable against |
---|
1429 | 1429 | | the deceased spouse before death. |
---|
1430 | 1430 | | (c) This section does not prohibit the administration of |
---|
1431 | 1431 | | community property under other provisions of this title relating to |
---|
1432 | 1432 | | the administration of an estate. (Tex. Prob. Code, Secs. 155 |
---|
1433 | 1433 | | (part), 156 (part).) |
---|
1434 | 1434 | | CHAPTER 102. PROBATE ASSETS: DECEDENT'S HOMESTEAD |
---|
1435 | 1435 | | Sec. 102.001. TREATMENT OF CERTAIN CHILDREN |
---|
1436 | 1436 | | Sec. 102.002. HOMESTEAD RIGHTS NOT AFFECTED BY |
---|
1437 | 1437 | | CHARACTER OF THE HOMESTEAD |
---|
1438 | 1438 | | Sec. 102.003. PASSAGE OF HOMESTEAD |
---|
1439 | 1439 | | Sec. 102.004. LIABILITY OF HOMESTEAD FOR DEBTS |
---|
1440 | 1440 | | Sec. 102.005. PROHIBITIONS ON PARTITION OF HOMESTEAD |
---|
1441 | 1441 | | Sec. 102.006. CIRCUMSTANCES UNDER WHICH PARTITION OF |
---|
1442 | 1442 | | HOMESTEAD IS AUTHORIZED |
---|
1443 | 1443 | | CHAPTER 102. PROBATE ASSETS: DECEDENT'S HOMESTEAD |
---|
1444 | 1444 | | Sec. 102.001. TREATMENT OF CERTAIN CHILDREN. For purposes |
---|
1445 | 1445 | | of determining homestead rights, a child is a child of his or her |
---|
1446 | 1446 | | mother and a child of his or her father, as provided by Sections |
---|
1447 | 1447 | | 201.051, 201.052, and 201.053. (Tex. Prob. Code, Sec. 42(c) |
---|
1448 | 1448 | | (part).) |
---|
1449 | 1449 | | Sec. 102.002. HOMESTEAD RIGHTS NOT AFFECTED BY CHARACTER OF |
---|
1450 | 1450 | | THE HOMESTEAD. The homestead rights and the respective interests |
---|
1451 | 1451 | | of the surviving spouse and children of a decedent are the same |
---|
1452 | 1452 | | whether the homestead was the decedent's separate property or was |
---|
1453 | 1453 | | community property between the surviving spouse and the decedent. |
---|
1454 | 1454 | | (Tex. Prob. Code, Sec. 282.) |
---|
1455 | 1455 | | Sec. 102.003. PASSAGE OF HOMESTEAD. The homestead of a |
---|
1456 | 1456 | | decedent who dies leaving a surviving spouse descends and vests on |
---|
1457 | 1457 | | the decedent's death in the same manner as other real property of |
---|
1458 | 1458 | | the decedent and is governed by the same laws of descent and |
---|
1459 | 1459 | | distribution. (Tex. Prob. Code, Sec. 283.) |
---|
1460 | 1460 | | Sec. 102.004. LIABILITY OF HOMESTEAD FOR DEBTS. The |
---|
1461 | 1461 | | homestead is not liable for the payment of any of the debts of the |
---|
1462 | 1462 | | estate, other than: |
---|
1463 | 1463 | | (1) purchase money for the homestead; |
---|
1464 | 1464 | | (2) taxes due on the homestead; |
---|
1465 | 1465 | | (3) work and material used in constructing |
---|
1466 | 1466 | | improvements on the homestead if the requirements of Section |
---|
1467 | 1467 | | 50(a)(5), Article XVI, Texas Constitution, are met; |
---|
1468 | 1468 | | (4) an owelty of partition imposed against the |
---|
1469 | 1469 | | entirety of the property by a court order or written agreement of |
---|
1470 | 1470 | | the parties to the partition, including a debt of one spouse in |
---|
1471 | 1471 | | favor of the other spouse resulting from a division or an award of a |
---|
1472 | 1472 | | family homestead in a divorce proceeding; |
---|
1473 | 1473 | | (5) the refinance of a lien against the homestead, |
---|
1474 | 1474 | | including a federal tax lien resulting from the tax debt of both |
---|
1475 | 1475 | | spouses, if the homestead is a family homestead, or from the tax |
---|
1476 | 1476 | | debt of the decedent; |
---|
1477 | 1477 | | (6) an extension of credit on the homestead if the |
---|
1478 | 1478 | | requirements of Section 50(a)(6), Article XVI, Texas Constitution, |
---|
1479 | 1479 | | are met; or |
---|
1480 | 1480 | | (7) a reverse mortgage. (Tex. Prob. Code, Sec. 270.) |
---|
1481 | 1481 | | Sec. 102.005. PROHIBITIONS ON PARTITION OF HOMESTEAD. The |
---|
1482 | 1482 | | homestead may not be partitioned among the decedent's heirs: |
---|
1483 | 1483 | | (1) during the lifetime of the surviving spouse for as |
---|
1484 | 1484 | | long as the surviving spouse elects to use or occupy the property as |
---|
1485 | 1485 | | a homestead; or |
---|
1486 | 1486 | | (2) during the period the guardian of the decedent's |
---|
1487 | 1487 | | minor children is permitted to use and occupy the homestead under a |
---|
1488 | 1488 | | court order. (Tex. Prob. Code, Sec. 284.) |
---|
1489 | 1489 | | Sec. 102.006. CIRCUMSTANCES UNDER WHICH PARTITION OF |
---|
1490 | 1490 | | HOMESTEAD IS AUTHORIZED. The homestead may be partitioned among |
---|
1491 | 1491 | | the respective owners of the property in the same manner as other |
---|
1492 | 1492 | | property held in common if: |
---|
1493 | 1493 | | (1) the surviving spouse dies, sells his or her |
---|
1494 | 1494 | | interest in the homestead, or elects to no longer use or occupy the |
---|
1495 | 1495 | | property as a homestead; or |
---|
1496 | 1496 | | (2) the court no longer permits the guardian of the |
---|
1497 | 1497 | | minor children to use and occupy the property as a homestead. (Tex. |
---|
1498 | 1498 | | Prob. Code, Sec. 285.) |
---|
1499 | 1499 | | [Chapters 103-110 reserved for expansion] |
---|
1500 | 1500 | | CHAPTER 111. NONPROBATE ASSETS IN GENERAL |
---|
1501 | 1501 | | SUBCHAPTER A. RIGHT OF SURVIVORSHIP AGREEMENTS |
---|
1502 | 1502 | | BETWEEN JOINT TENANTS |
---|
1503 | 1503 | | Sec. 111.001. RIGHT OF SURVIVORSHIP AGREEMENTS |
---|
1504 | 1504 | | AUTHORIZED |
---|
1505 | 1505 | | Sec. 111.002. AGREEMENTS CONCERNING COMMUNITY PROPERTY |
---|
1506 | 1506 | | [Sections 111.003-111.050 reserved for expansion] |
---|
1507 | 1507 | | SUBCHAPTER B. OTHER PROVISIONS FOR PAYMENT OR TRANSFER |
---|
1508 | 1508 | | OF CERTAIN ASSETS ON DEATH |
---|
1509 | 1509 | | Sec. 111.051. DEFINITIONS |
---|
1510 | 1510 | | Sec. 111.052. VALIDITY OF CERTAIN NONTESTAMENTARY |
---|
1511 | 1511 | | INSTRUMENTS AND PROVISIONS |
---|
1512 | 1512 | | Sec. 111.053. CREDITOR'S RIGHTS NOT LIMITED |
---|
1513 | 1513 | | CHAPTER 111. NONPROBATE ASSETS IN GENERAL |
---|
1514 | 1514 | | SUBCHAPTER A. RIGHT OF SURVIVORSHIP AGREEMENTS |
---|
1515 | 1515 | | BETWEEN JOINT TENANTS |
---|
1516 | 1516 | | Sec. 111.001. RIGHT OF SURVIVORSHIP AGREEMENTS AUTHORIZED. |
---|
1517 | 1517 | | (a) Notwithstanding Section 101.002, two or more persons who hold |
---|
1518 | 1518 | | an interest in property jointly may agree in writing that the |
---|
1519 | 1519 | | interest of a joint owner who dies survives to the surviving joint |
---|
1520 | 1520 | | owner or owners. |
---|
1521 | 1521 | | (b) An agreement described by Subsection (a) may not be |
---|
1522 | 1522 | | inferred from the mere fact that property is held in joint |
---|
1523 | 1523 | | ownership. (Tex. Prob. Code, Sec. 46(a) (part).) |
---|
1524 | 1524 | | Sec. 111.002. AGREEMENTS CONCERNING COMMUNITY PROPERTY. |
---|
1525 | 1525 | | (a) Section 111.001 does not apply to an agreement between spouses |
---|
1526 | 1526 | | regarding the spouses' community property. |
---|
1527 | 1527 | | (b) An agreement between spouses regarding a right of |
---|
1528 | 1528 | | survivorship in community property is governed by Chapter 112. |
---|
1529 | 1529 | | (Tex. Prob. Code, Sec. 46(b).) |
---|
1530 | 1530 | | [Sections 111.003-111.050 reserved for expansion] |
---|
1531 | 1531 | | SUBCHAPTER B. OTHER PROVISIONS FOR PAYMENT OR TRANSFER |
---|
1532 | 1532 | | OF CERTAIN ASSETS ON DEATH |
---|
1533 | 1533 | | Sec. 111.051. DEFINITIONS. In this subchapter: |
---|
1534 | 1534 | | (1) "Employees' trust" means: |
---|
1535 | 1535 | | (A) a trust that forms a part of a stock-bonus, |
---|
1536 | 1536 | | pension, or profit-sharing plan under Section 401, Internal Revenue |
---|
1537 | 1537 | | Code of 1954 (26 U.S.C. Section 401 (1986)); |
---|
1538 | 1538 | | (B) a pension trust under Chapter 111, Property |
---|
1539 | 1539 | | Code; and |
---|
1540 | 1540 | | (C) an employer-sponsored benefit plan or |
---|
1541 | 1541 | | program, or any other retirement savings arrangement, including a |
---|
1542 | 1542 | | pension plan created under Section 3, Employee Retirement Income |
---|
1543 | 1543 | | Security Act of 1974 (29 U.S.C. Section 1002 (1986)), regardless of |
---|
1544 | 1544 | | whether the plan, program, or arrangement is funded through a |
---|
1545 | 1545 | | trust. |
---|
1546 | 1546 | | (2) "Financial institution" has the meaning assigned |
---|
1547 | 1547 | | by Section 113.001. |
---|
1548 | 1548 | | (3) "Individual retirement account" means a trust, |
---|
1549 | 1549 | | custodial arrangement, or annuity under Section 408(a) or (b), |
---|
1550 | 1550 | | Internal Revenue Code of 1954 (26 U.S.C. Section 408 (1986)). |
---|
1551 | 1551 | | (4) "Retirement account" means a retirement-annuity |
---|
1552 | 1552 | | contract, an individual retirement account, a simplified employee |
---|
1553 | 1553 | | pension, or any other retirement savings arrangement. |
---|
1554 | 1554 | | (5) "Retirement-annuity contract" means an annuity |
---|
1555 | 1555 | | contract under Section 403, Internal Revenue Code of 1954 (26 |
---|
1556 | 1556 | | U.S.C. Section 403 (1986)). |
---|
1557 | 1557 | | (6) "Simplified employee pension" means a trust, |
---|
1558 | 1558 | | custodial arrangement, or annuity under Section 408, Internal |
---|
1559 | 1559 | | Revenue Code of 1954 (26 U.S.C. Section 408 (1986)). (Tex. Prob. |
---|
1560 | 1560 | | Code, Secs. 450(a) (part), (c).) |
---|
1561 | 1561 | | Sec. 111.052. VALIDITY OF CERTAIN NONTESTAMENTARY |
---|
1562 | 1562 | | INSTRUMENTS AND PROVISIONS. (a) This code does not invalidate: |
---|
1563 | 1563 | | (1) any provision in an insurance policy, employment |
---|
1564 | 1564 | | contract, bond, mortgage, promissory note, deposit agreement, |
---|
1565 | 1565 | | employees' trust, retirement account, deferred compensation |
---|
1566 | 1566 | | arrangement, custodial agreement, pension plan, trust agreement, |
---|
1567 | 1567 | | conveyance of property, security, account with a financial |
---|
1568 | 1568 | | institution, mutual fund account, or any other written instrument |
---|
1569 | 1569 | | effective as a contract, gift, conveyance, or trust, stating that: |
---|
1570 | 1570 | | (A) money or other benefits under the instrument |
---|
1571 | 1571 | | due to or controlled or owned by a decedent shall be paid after the |
---|
1572 | 1572 | | decedent's death, or property that is the subject of the instrument |
---|
1573 | 1573 | | shall pass, to a person designated by the decedent in the instrument |
---|
1574 | 1574 | | or in a separate writing, including a will, executed at the same |
---|
1575 | 1575 | | time as the instrument or subsequently; or |
---|
1576 | 1576 | | (B) money due or to become due under the |
---|
1577 | 1577 | | instrument shall cease to be payable if the promisee or promissor |
---|
1578 | 1578 | | dies before payment or demand; or |
---|
1579 | 1579 | | (2) an instrument described by Subdivision (1). |
---|
1580 | 1580 | | (b) A provision described by Subsection (a)(1) is |
---|
1581 | 1581 | | considered nontestamentary. (Tex. Prob. Code, Sec. 450(a) (part).) |
---|
1582 | 1582 | | Sec. 111.053. CREDITOR'S RIGHTS NOT LIMITED. Nothing in |
---|
1583 | 1583 | | this subchapter limits the rights of a creditor under another law of |
---|
1584 | 1584 | | this state. (Tex. Prob. Code, Sec. 450(b).) |
---|
1585 | 1585 | | CHAPTER 112. COMMUNITY PROPERTY WITH RIGHT OF SURVIVORSHIP |
---|
1586 | 1586 | | SUBCHAPTER A. GENERAL PROVISIONS |
---|
1587 | 1587 | | Sec. 112.001. DEFINITION OF COMMUNITY PROPERTY |
---|
1588 | 1588 | | SURVIVORSHIP AGREEMENT |
---|
1589 | 1589 | | Sec. 112.002. APPLICABILITY OF OTHER LAW TO COMMUNITY |
---|
1590 | 1590 | | ACCOUNTS |
---|
1591 | 1591 | | [Sections 112.003-112.050 reserved for expansion] |
---|
1592 | 1592 | | SUBCHAPTER B. COMMUNITY PROPERTY SURVIVORSHIP AGREEMENTS |
---|
1593 | 1593 | | Sec. 112.051. AGREEMENT FOR RIGHT OF SURVIVORSHIP IN |
---|
1594 | 1594 | | COMMUNITY PROPERTY |
---|
1595 | 1595 | | Sec. 112.052. FORM OF AGREEMENT |
---|
1596 | 1596 | | Sec. 112.053. ADJUDICATION NOT REQUIRED |
---|
1597 | 1597 | | Sec. 112.054. REVOCATION OF AGREEMENT |
---|
1598 | 1598 | | [Sections 112.055-112.100 reserved for expansion] |
---|
1599 | 1599 | | SUBCHAPTER C. ADJUDICATION TO PROVE COMMUNITY PROPERTY SURVIVORSHIP AGREEMENT |
---|
1600 | 1600 | | SURVIVORSHIP AGREEMENT |
---|
1601 | 1601 | | Sec. 112.101. APPLICATION AUTHORIZED |
---|
1602 | 1602 | | Sec. 112.102. PROOF REQUIRED BY COURT |
---|
1603 | 1603 | | Sec. 112.103. METHOD OF PROOF OF SIGNATURES |
---|
1604 | 1604 | | Sec. 112.104. COURT ACTION; ISSUANCE OF ORDER |
---|
1605 | 1605 | | Sec. 112.105. EFFECT OF ORDER |
---|
1606 | 1606 | | Sec. 112.106. CUSTODY OF ADJUDICATED AGREEMENT |
---|
1607 | 1607 | | [Sections 112.107-112.150 reserved for expansion] |
---|
1608 | 1608 | | SUBCHAPTER D. OWNERSHIP AND TRANSFER OF COMMUNITY PROPERTY SUBJECT TO AGREEMENT |
---|
1609 | 1609 | | TO AGREEMENT |
---|
1610 | 1610 | | Sec. 112.151. OWNERSHIP OF PROPERTY DURING MARRIAGE; |
---|
1611 | 1611 | | MANAGEMENT RIGHTS |
---|
1612 | 1612 | | Sec. 112.152. NONTESTAMENTARY NATURE OF TRANSFERS |
---|
1613 | 1613 | | UNDER AGREEMENT |
---|
1614 | 1614 | | [Sections 112.153-112.200 reserved for expansion] |
---|
1615 | 1615 | | SUBCHAPTER E. THIRD PARTIES DEALING WITH COMMUNITY PROPERTY SUBJECT TO RIGHT OF SURVIVORSHIP |
---|
1616 | 1616 | | SUBJECT TO RIGHT OF SURVIVORSHIP |
---|
1617 | 1617 | | Sec. 112.201. DEFINITION OF CERTIFIED COPY |
---|
1618 | 1618 | | Sec. 112.202. ACTUAL KNOWLEDGE OR NOTICE OF AGREEMENT |
---|
1619 | 1619 | | Sec. 112.203. PERSONAL REPRESENTATIVE WITHOUT ACTUAL |
---|
1620 | 1620 | | KNOWLEDGE OF AGREEMENT |
---|
1621 | 1621 | | Sec. 112.204. THIRD-PARTY PURCHASER WITHOUT NOTICE OF |
---|
1622 | 1622 | | AGREEMENT |
---|
1623 | 1623 | | Sec. 112.205. DEBTORS AND OTHER PERSONS WITHOUT NOTICE |
---|
1624 | 1624 | | OF AGREEMENT |
---|
1625 | 1625 | | Sec. 112.206. THIRD-PARTY PURCHASER WITHOUT NOTICE OF |
---|
1626 | 1626 | | REVOCATION OF AGREEMENT |
---|
1627 | 1627 | | Sec. 112.207. DEBTORS AND OTHER PERSONS WITHOUT NOTICE |
---|
1628 | 1628 | | OF REVOCATION OF AGREEMENT |
---|
1629 | 1629 | | Sec. 112.208. RIGHTS OF SURVIVING SPOUSE AGAINST |
---|
1630 | 1630 | | CREDITORS |
---|
1631 | 1631 | | [Sections 112.209-112.250 reserved for expansion] |
---|
1632 | 1632 | | SUBCHAPTER F. RIGHTS OF CREDITORS |
---|
1633 | 1633 | | Sec. 112.251. MULTIPLE-PARTY ACCOUNTS |
---|
1634 | 1634 | | Sec. 112.252. LIABILITIES OF DECEASED SPOUSE NOT |
---|
1635 | 1635 | | AFFECTED BY RIGHT OF SURVIVORSHIP |
---|
1636 | 1636 | | Sec. 112.253. RIGHTS OF DECEASED SPOUSE'S CREDITORS IN |
---|
1637 | 1637 | | RELATION TO THIRD PARTIES |
---|
1638 | 1638 | | CHAPTER 112. COMMUNITY PROPERTY WITH RIGHT OF SURVIVORSHIP |
---|
1639 | 1639 | | SUBCHAPTER A. GENERAL PROVISIONS |
---|
1640 | 1640 | | Sec. 112.001. DEFINITION OF COMMUNITY PROPERTY |
---|
1641 | 1641 | | SURVIVORSHIP AGREEMENT. In this chapter, "community property |
---|
1642 | 1642 | | survivorship agreement" means an agreement between spouses |
---|
1643 | 1643 | | creating a right of survivorship in community property. (New.) |
---|
1644 | 1644 | | Sec. 112.002. APPLICABILITY OF OTHER LAW TO COMMUNITY |
---|
1645 | 1645 | | PROPERTY HELD IN MULTIPLE-PARTY ACCOUNTS. Chapter 113 applies to |
---|
1646 | 1646 | | multiple-party accounts held by spouses with a right of |
---|
1647 | 1647 | | survivorship to the extent that chapter is not inconsistent with |
---|
1648 | 1648 | | this chapter. (Tex. Prob. Code, Sec. 462.) |
---|
1649 | 1649 | | [Sections 112.003-112.050 reserved for expansion] |
---|
1650 | 1650 | | SUBCHAPTER B. COMMUNITY PROPERTY SURVIVORSHIP AGREEMENTS |
---|
1651 | 1651 | | Sec. 112.051. AGREEMENT FOR RIGHT OF SURVIVORSHIP IN |
---|
1652 | 1652 | | COMMUNITY PROPERTY. At any time, spouses may agree between |
---|
1653 | 1653 | | themselves that all or part of their community property, then |
---|
1654 | 1654 | | existing or to be acquired, becomes the property of the surviving |
---|
1655 | 1655 | | spouse on the death of a spouse. (Tex. Prob. Code, Sec. 451.) |
---|
1656 | 1656 | | Sec. 112.052. FORM OF AGREEMENT. (a) A community property |
---|
1657 | 1657 | | survivorship agreement must be in writing and signed by both |
---|
1658 | 1658 | | spouses. |
---|
1659 | 1659 | | (b) A written agreement signed by both spouses is sufficient |
---|
1660 | 1660 | | to create a right of survivorship in the community property |
---|
1661 | 1661 | | described in the agreement if the agreement includes any of the |
---|
1662 | 1662 | | following phrases: |
---|
1663 | 1663 | | (1) "with right of survivorship"; |
---|
1664 | 1664 | | (2) "will become the property of the survivor"; |
---|
1665 | 1665 | | (3) "will vest in and belong to the surviving spouse"; |
---|
1666 | 1666 | | or |
---|
1667 | 1667 | | (4) "shall pass to the surviving spouse." |
---|
1668 | 1668 | | (c) Notwithstanding Subsection (b), a community property |
---|
1669 | 1669 | | survivorship agreement that otherwise meets the requirements of |
---|
1670 | 1670 | | this chapter is effective without including any of the phrases |
---|
1671 | 1671 | | listed in that subsection. (Tex. Prob. Code, Sec. 452.) |
---|
1672 | 1672 | | Sec. 112.053. ADJUDICATION NOT REQUIRED. A community |
---|
1673 | 1673 | | property survivorship agreement that satisfies the requirements of |
---|
1674 | 1674 | | this chapter is effective and enforceable without an adjudication. |
---|
1675 | 1675 | | (Tex. Prob. Code, Secs. 456(a) (part), 458 (part).) |
---|
1676 | 1676 | | Sec. 112.054. REVOCATION OF AGREEMENT. (a) A community |
---|
1677 | 1677 | | property survivorship agreement made in accordance with this |
---|
1678 | 1678 | | chapter may be revoked as provided by the terms of the agreement. |
---|
1679 | 1679 | | (b) If a community property survivorship agreement does not |
---|
1680 | 1680 | | provide a method of revocation, the agreement may be revoked by a |
---|
1681 | 1681 | | written instrument: |
---|
1682 | 1682 | | (1) signed by both spouses; or |
---|
1683 | 1683 | | (2) signed by one spouse and delivered to the other |
---|
1684 | 1684 | | spouse. |
---|
1685 | 1685 | | (c) A community property survivorship agreement may be |
---|
1686 | 1686 | | revoked with respect to specific property subject to the agreement |
---|
1687 | 1687 | | by the disposition of the property by one or both spouses if the |
---|
1688 | 1688 | | disposition is not inconsistent with specific terms of the |
---|
1689 | 1689 | | agreement and applicable law. (Tex. Prob. Code, Sec. 455.) |
---|
1690 | 1690 | | [Sections 112.055-112.100 reserved for expansion] |
---|
1691 | 1691 | | SUBCHAPTER C. ADJUDICATION TO PROVE COMMUNITY PROPERTY |
---|
1692 | 1692 | | SURVIVORSHIP AGREEMENT |
---|
1693 | 1693 | | Sec. 112.101. APPLICATION AUTHORIZED. (a) Notwithstanding |
---|
1694 | 1694 | | Section 112.053, after the death of a spouse, the surviving spouse |
---|
1695 | 1695 | | or the surviving spouse's personal representative may apply to the |
---|
1696 | 1696 | | court for an order stating that a community property survivorship |
---|
1697 | 1697 | | agreement satisfies the requirements of this chapter and is |
---|
1698 | 1698 | | effective to create a right of survivorship in community property. |
---|
1699 | 1699 | | (b) An application under this section must include: |
---|
1700 | 1700 | | (1) the surviving spouse's name and domicile; |
---|
1701 | 1701 | | (2) the deceased spouse's name and former domicile; |
---|
1702 | 1702 | | (3) the fact, time, and place of the deceased spouse's |
---|
1703 | 1703 | | death; |
---|
1704 | 1704 | | (4) facts establishing venue in the court; and |
---|
1705 | 1705 | | (5) the deceased spouse's social security number, if |
---|
1706 | 1706 | | known. |
---|
1707 | 1707 | | (c) An application under this section must be filed in the |
---|
1708 | 1708 | | county of proper venue for administration of the deceased spouse's |
---|
1709 | 1709 | | estate. |
---|
1710 | 1710 | | (d) The original community property survivorship agreement |
---|
1711 | 1711 | | shall be filed with an application under this section. (Tex. Prob. |
---|
1712 | 1712 | | Code, Secs. 456(a) (part), (d).) |
---|
1713 | 1713 | | Sec. 112.102. PROOF REQUIRED BY COURT. An applicant for an |
---|
1714 | 1714 | | order under Section 112.101 must prove to the court's satisfaction |
---|
1715 | 1715 | | that: |
---|
1716 | 1716 | | (1) the spouse whose community property interest is at |
---|
1717 | 1717 | | issue is deceased; |
---|
1718 | 1718 | | (2) the court has jurisdiction and venue; |
---|
1719 | 1719 | | (3) the agreement was executed with the formalities |
---|
1720 | 1720 | | required by law; |
---|
1721 | 1721 | | (4) the agreement was not revoked; and |
---|
1722 | 1722 | | (5) citation has been served and returned in the |
---|
1723 | 1723 | | manner and for the length of time required by this title. (Tex. |
---|
1724 | 1724 | | Prob. Code, Sec. 456(b).) |
---|
1725 | 1725 | | Sec. 112.103. METHOD OF PROOF OF SIGNATURES. (a) The |
---|
1726 | 1726 | | deceased spouse's signature to an agreement that is the subject of |
---|
1727 | 1727 | | an application under Section 112.101 may be proved by: |
---|
1728 | 1728 | | (1) the sworn testimony of one witness taken in open |
---|
1729 | 1729 | | court; |
---|
1730 | 1730 | | (2) the affidavit of one witness; or |
---|
1731 | 1731 | | (3) the written or oral deposition of one witness |
---|
1732 | 1732 | | taken in the same manner and under the same rules as depositions in |
---|
1733 | 1733 | | other civil actions. |
---|
1734 | 1734 | | (b) If the surviving spouse is competent to make an oath, |
---|
1735 | 1735 | | the surviving spouse's signature to the agreement may be proved by: |
---|
1736 | 1736 | | (1) the sworn testimony of the surviving spouse taken |
---|
1737 | 1737 | | in open court; |
---|
1738 | 1738 | | (2) the surviving spouse's affidavit; or |
---|
1739 | 1739 | | (3) the written or oral deposition of the surviving |
---|
1740 | 1740 | | spouse taken in the same manner and under the same rules as |
---|
1741 | 1741 | | depositions in other civil actions. |
---|
1742 | 1742 | | (c) If the surviving spouse is not competent to make an |
---|
1743 | 1743 | | oath, the surviving spouse's signature to the agreement may be |
---|
1744 | 1744 | | proved in the manner provided by Subsection (a) for proof of the |
---|
1745 | 1745 | | deceased spouse's signature. (Tex. Prob. Code, Sec. 456(c).) |
---|
1746 | 1746 | | Sec. 112.104. COURT ACTION; ISSUANCE OF ORDER. (a) On |
---|
1747 | 1747 | | completion of a hearing on an application under Section 112.101, if |
---|
1748 | 1748 | | the court is satisfied that the requisite proof has been made, the |
---|
1749 | 1749 | | court shall enter an order adjudging the agreement valid. |
---|
1750 | 1750 | | (b) Certified copies of the agreement and order may be: |
---|
1751 | 1751 | | (1) recorded in other counties; and |
---|
1752 | 1752 | | (2) used in evidence, as the original agreement might |
---|
1753 | 1753 | | be, on the trial of the same matter in any other court, on appeal or |
---|
1754 | 1754 | | otherwise. (Tex. Prob. Code, Sec. 457.) |
---|
1755 | 1755 | | Sec. 112.105. EFFECT OF ORDER. (a) An order under this |
---|
1756 | 1756 | | subchapter adjudging a community property survivorship agreement |
---|
1757 | 1757 | | valid constitutes sufficient authority to a person who: |
---|
1758 | 1758 | | (1) owes money, has custody of any property, or acts as |
---|
1759 | 1759 | | registrar or transfer agent of any evidence of interest, |
---|
1760 | 1760 | | indebtedness, property, or right that is subject to the terms of the |
---|
1761 | 1761 | | agreement; or |
---|
1762 | 1762 | | (2) purchases from or otherwise deals with the |
---|
1763 | 1763 | | surviving spouse for payment or transfer to the surviving spouse. |
---|
1764 | 1764 | | (b) The surviving spouse may enforce that spouse's right to |
---|
1765 | 1765 | | a payment or transfer from a person described by Subsection (a)(2). |
---|
1766 | 1766 | | (Tex. Prob. Code, Sec. 458 (part).) |
---|
1767 | 1767 | | Sec. 112.106. CUSTODY OF ADJUDICATED AGREEMENT. (a) An |
---|
1768 | 1768 | | original community property survivorship agreement adjudicated |
---|
1769 | 1769 | | under this subchapter, together with the order adjudging the |
---|
1770 | 1770 | | agreement valid, shall be deposited in the office of the county |
---|
1771 | 1771 | | clerk of the county in which the agreement was adjudicated and must |
---|
1772 | 1772 | | remain at that office, except during a period when the agreement is |
---|
1773 | 1773 | | moved to another location for inspection on order of the court in |
---|
1774 | 1774 | | which the agreement was adjudicated. |
---|
1775 | 1775 | | (b) If the court orders an original community property |
---|
1776 | 1776 | | survivorship agreement adjudicated under this subchapter to be |
---|
1777 | 1777 | | moved to another location for inspection, the person moving the |
---|
1778 | 1778 | | original agreement shall give a receipt for the agreement and the |
---|
1779 | 1779 | | court clerk shall make and retain a copy of the original agreement. |
---|
1780 | 1780 | | (Tex. Prob. Code, Sec. 459.) |
---|
1781 | 1781 | | [Sections 112.107-112.150 reserved for expansion] |
---|
1782 | 1782 | | SUBCHAPTER D. OWNERSHIP AND TRANSFER OF COMMUNITY PROPERTY SUBJECT |
---|
1783 | 1783 | | TO AGREEMENT |
---|
1784 | 1784 | | Sec. 112.151. OWNERSHIP OF PROPERTY DURING MARRIAGE; |
---|
1785 | 1785 | | MANAGEMENT RIGHTS. (a) Property subject to a community property |
---|
1786 | 1786 | | survivorship agreement remains community property during the |
---|
1787 | 1787 | | marriage of the spouses. |
---|
1788 | 1788 | | (b) Unless the agreement provides otherwise, a community |
---|
1789 | 1789 | | property survivorship agreement does not affect the rights of the |
---|
1790 | 1790 | | spouses concerning the management, control, and disposition of |
---|
1791 | 1791 | | property subject to the agreement. (Tex. Prob. Code, Sec. 453.) |
---|
1792 | 1792 | | Sec. 112.152. NONTESTAMENTARY NATURE OF TRANSFERS UNDER |
---|
1793 | 1793 | | AGREEMENT. (a) Transfers at death resulting from community |
---|
1794 | 1794 | | property survivorship agreements made in accordance with this |
---|
1795 | 1795 | | chapter are effective by reason of the agreements involved and are |
---|
1796 | 1796 | | not testamentary transfers. |
---|
1797 | 1797 | | (b) Except as expressly provided otherwise by this title, |
---|
1798 | 1798 | | transfers described by Subsection (a) are not subject to the |
---|
1799 | 1799 | | provisions of this title applicable to testamentary transfers. |
---|
1800 | 1800 | | (Tex. Prob. Code, Sec. 454.) |
---|
1801 | 1801 | | [Sections 112.153-112.200 reserved for expansion] |
---|
1802 | 1802 | | SUBCHAPTER E. THIRD PARTIES DEALING WITH COMMUNITY PROPERTY |
---|
1803 | 1803 | | SUBJECT TO RIGHT OF SURVIVORSHIP |
---|
1804 | 1804 | | Sec. 112.201. DEFINITION OF CERTIFIED COPY. In this |
---|
1805 | 1805 | | subchapter, a "certified copy" means a copy of an official record or |
---|
1806 | 1806 | | document that is: |
---|
1807 | 1807 | | (1) authorized by law to be recorded or filed and |
---|
1808 | 1808 | | actually recorded or filed in a public office; and |
---|
1809 | 1809 | | (2) certified as correct in accordance with Rule 902, |
---|
1810 | 1810 | | Texas Rules of Evidence. (Tex. Prob. Code, Sec. 460(f) (part).) |
---|
1811 | 1811 | | Sec. 112.202. ACTUAL KNOWLEDGE OR NOTICE OF AGREEMENT. (a) |
---|
1812 | 1812 | | In this subchapter, a person or entity has "actual knowledge" of a |
---|
1813 | 1813 | | community property survivorship agreement or the revocation of a |
---|
1814 | 1814 | | community property survivorship agreement only if the person or |
---|
1815 | 1815 | | entity has received: |
---|
1816 | 1816 | | (1) written notice of the agreement or revocation; or |
---|
1817 | 1817 | | (2) the original or a certified copy of the agreement |
---|
1818 | 1818 | | or revoking instrument. |
---|
1819 | 1819 | | (b) In this subchapter, a person or entity has "notice" of a |
---|
1820 | 1820 | | community property survivorship agreement or the revocation of a |
---|
1821 | 1821 | | community property survivorship agreement if: |
---|
1822 | 1822 | | (1) the person or entity has actual knowledge of the |
---|
1823 | 1823 | | agreement or revocation; or |
---|
1824 | 1824 | | (2) with respect to real property, the agreement or |
---|
1825 | 1825 | | revoking instrument is properly recorded in the county in which the |
---|
1826 | 1826 | | real property is located. (Tex. Prob. Code, Sec. 460(f) (part).) |
---|
1827 | 1827 | | Sec. 112.203. PERSONAL REPRESENTATIVE WITHOUT ACTUAL |
---|
1828 | 1828 | | KNOWLEDGE OF AGREEMENT. If the personal representative of a |
---|
1829 | 1829 | | deceased spouse's estate has no actual knowledge of the existence |
---|
1830 | 1830 | | of an agreement creating a right of survivorship in community |
---|
1831 | 1831 | | property in the surviving spouse, the personal representative is |
---|
1832 | 1832 | | not liable to the surviving spouse or any person claiming from the |
---|
1833 | 1833 | | surviving spouse for selling, exchanging, distributing, or |
---|
1834 | 1834 | | otherwise disposing of the property. (Tex. Prob. Code, Sec. |
---|
1835 | 1835 | | 460(a).) |
---|
1836 | 1836 | | Sec. 112.204. THIRD-PARTY PURCHASER WITHOUT NOTICE OF |
---|
1837 | 1837 | | AGREEMENT. (a) This section applies only to a person or entity who |
---|
1838 | 1838 | | for value purchases property: |
---|
1839 | 1839 | | (1) from a person claiming from a deceased spouse more |
---|
1840 | 1840 | | than six months after the date of the deceased spouse's death or |
---|
1841 | 1841 | | from the personal representative of the deceased spouse's estate; |
---|
1842 | 1842 | | and |
---|
1843 | 1843 | | (2) without notice of the existence of an agreement |
---|
1844 | 1844 | | creating a right of survivorship in the property in the surviving |
---|
1845 | 1845 | | spouse. |
---|
1846 | 1846 | | (b) A purchaser of property from a person claiming from the |
---|
1847 | 1847 | | deceased spouse has good title to the interest in the property that |
---|
1848 | 1848 | | the person would have had in the absence of the agreement described |
---|
1849 | 1849 | | by Subsection (a)(2), as against the claims of the surviving spouse |
---|
1850 | 1850 | | or any person claiming from the surviving spouse. |
---|
1851 | 1851 | | (c) A purchaser of property from the personal |
---|
1852 | 1852 | | representative of the deceased spouse's estate has good title to |
---|
1853 | 1853 | | the interest in the property that the personal representative would |
---|
1854 | 1854 | | have had authority to convey in the absence of the agreement |
---|
1855 | 1855 | | described by Subsection (a)(2), as against the claims of the |
---|
1856 | 1856 | | surviving spouse or any person claiming from the surviving spouse. |
---|
1857 | 1857 | | (Tex. Prob. Code, Sec. 460(b).) |
---|
1858 | 1858 | | Sec. 112.205. DEBTORS AND OTHER PERSONS WITHOUT NOTICE OF |
---|
1859 | 1859 | | AGREEMENT. (a) This section applies only to a person or entity |
---|
1860 | 1860 | | who: |
---|
1861 | 1861 | | (1) owes money to a deceased spouse; or |
---|
1862 | 1862 | | (2) has custody of property or acts as registrar or |
---|
1863 | 1863 | | transfer agent of any evidence of interest, indebtedness, property, |
---|
1864 | 1864 | | or right owned by a deceased spouse before that spouse's death. |
---|
1865 | 1865 | | (b) A person or entity with no actual knowledge of the |
---|
1866 | 1866 | | existence of an agreement creating a right of survivorship in |
---|
1867 | 1867 | | property described by Subsection (a) in the surviving spouse may |
---|
1868 | 1868 | | pay or transfer that property to the personal representative of the |
---|
1869 | 1869 | | deceased spouse's estate or, if no administration of the deceased |
---|
1870 | 1870 | | spouse's estate is pending, to the heirs or devisees of the estate |
---|
1871 | 1871 | | and shall be discharged from all claims for those amounts or |
---|
1872 | 1872 | | property paid or transferred. (Tex. Prob. Code, Sec. 460(d).) |
---|
1873 | 1873 | | Sec. 112.206. THIRD-PARTY PURCHASER WITHOUT NOTICE OF |
---|
1874 | 1874 | | REVOCATION OF AGREEMENT. (a) This section applies only to a person |
---|
1875 | 1875 | | or entity who for value purchases property from a surviving spouse |
---|
1876 | 1876 | | more than six months after the date of the deceased spouse's death |
---|
1877 | 1877 | | and: |
---|
1878 | 1878 | | (1) with respect to personal property: |
---|
1879 | 1879 | | (A) the purchaser has received an original or |
---|
1880 | 1880 | | certified copy of an agreement purporting to create a right of |
---|
1881 | 1881 | | survivorship in the personal property in the surviving spouse, |
---|
1882 | 1882 | | purportedly signed by both spouses; and |
---|
1883 | 1883 | | (B) the purchaser has no notice of the revocation |
---|
1884 | 1884 | | of the agreement; or |
---|
1885 | 1885 | | (2) with respect to real property: |
---|
1886 | 1886 | | (A) the purchaser has received an original or |
---|
1887 | 1887 | | certified copy of an agreement purporting to create a right of |
---|
1888 | 1888 | | survivorship in the real property in the surviving spouse, |
---|
1889 | 1889 | | purportedly signed by both spouses or such an agreement is properly |
---|
1890 | 1890 | | recorded in a county in which any part of the real property is |
---|
1891 | 1891 | | located; and |
---|
1892 | 1892 | | (B) the purchaser has no notice of the revocation |
---|
1893 | 1893 | | of the agreement. |
---|
1894 | 1894 | | (b) A purchaser has good title to the interest in the |
---|
1895 | 1895 | | property that the surviving spouse would have had in the absence of |
---|
1896 | 1896 | | the revocation of the agreement, as against the claims of the |
---|
1897 | 1897 | | personal representative of the deceased spouse's estate or any |
---|
1898 | 1898 | | person claiming from the representative or the deceased spouse. |
---|
1899 | 1899 | | (Tex. Prob. Code, Sec. 460(c).) |
---|
1900 | 1900 | | Sec. 112.207. DEBTORS AND OTHER PERSONS WITHOUT NOTICE OF |
---|
1901 | 1901 | | REVOCATION OF AGREEMENT. (a) This section applies only to a person |
---|
1902 | 1902 | | or entity who: |
---|
1903 | 1903 | | (1) owes money to a deceased spouse; or |
---|
1904 | 1904 | | (2) has custody of property or acts as registrar or |
---|
1905 | 1905 | | transfer agent of any evidence of interest, indebtedness, property, |
---|
1906 | 1906 | | or right owned by a deceased spouse before that spouse's death. |
---|
1907 | 1907 | | (b) If a person or entity is presented with the original or a |
---|
1908 | 1908 | | certified copy of an agreement creating a right of survivorship in |
---|
1909 | 1909 | | property described by Subsection (a) in the surviving spouse, |
---|
1910 | 1910 | | purportedly signed by both spouses, and if the person or entity has |
---|
1911 | 1911 | | no actual knowledge that the agreement was revoked, the person or |
---|
1912 | 1912 | | entity may pay or transfer that property to the surviving spouse and |
---|
1913 | 1913 | | shall be discharged from all claims for those amounts or property |
---|
1914 | 1914 | | paid or transferred. (Tex. Prob. Code, Sec. 460(e).) |
---|
1915 | 1915 | | Sec. 112.208. RIGHTS OF SURVIVING SPOUSE AGAINST CREDITORS. |
---|
1916 | 1916 | | Except as expressly provided by this subchapter, this subchapter |
---|
1917 | 1917 | | does not affect the rights of a surviving spouse or person claiming |
---|
1918 | 1918 | | from the surviving spouse in disputes with persons claiming from a |
---|
1919 | 1919 | | deceased spouse or the successors of any of them concerning a |
---|
1920 | 1920 | | beneficial interest in property or the proceeds from a beneficial |
---|
1921 | 1921 | | interest in property, subject to a right of survivorship under an |
---|
1922 | 1922 | | agreement that satisfies the requirements of this chapter. (Tex. |
---|
1923 | 1923 | | Prob. Code, Sec. 460(g).) |
---|
1924 | 1924 | | [Sections 112.209-112.250 reserved for expansion] |
---|
1925 | 1925 | | SUBCHAPTER F. RIGHTS OF CREDITORS |
---|
1926 | 1926 | | Sec. 112.251. MULTIPLE-PARTY ACCOUNTS. Chapter 113 governs |
---|
1927 | 1927 | | the rights of creditors with respect to multiple-party accounts, as |
---|
1928 | 1928 | | defined by Section 113.004. (Tex. Prob. Code, Sec. 461 (part).) |
---|
1929 | 1929 | | Sec. 112.252. LIABILITIES OF DECEASED SPOUSE NOT AFFECTED |
---|
1930 | 1930 | | BY RIGHT OF SURVIVORSHIP. (a) Except as expressly provided by |
---|
1931 | 1931 | | Section 112.251, the community property subject to the sole or |
---|
1932 | 1932 | | joint management, control, and disposition of a spouse during |
---|
1933 | 1933 | | marriage continues to be subject to the liabilities of that spouse |
---|
1934 | 1934 | | on that spouse's death without regard to a right of survivorship in |
---|
1935 | 1935 | | the surviving spouse under an agreement made in accordance with |
---|
1936 | 1936 | | this chapter. |
---|
1937 | 1937 | | (b) The surviving spouse is liable to account to the |
---|
1938 | 1938 | | deceased spouse's personal representative for property received by |
---|
1939 | 1939 | | the surviving spouse under a right of survivorship to the extent |
---|
1940 | 1940 | | necessary to discharge the deceased spouse's liabilities. |
---|
1941 | 1941 | | (c) A proceeding to assert a liability under Subsection (b): |
---|
1942 | 1942 | | (1) may be commenced only if the deceased spouse's |
---|
1943 | 1943 | | personal representative has received a written demand by a |
---|
1944 | 1944 | | creditor; and |
---|
1945 | 1945 | | (2) must be commenced on or before the second |
---|
1946 | 1946 | | anniversary of the deceased spouse's death. |
---|
1947 | 1947 | | (d) Property recovered by the deceased spouse's personal |
---|
1948 | 1948 | | representative under this section shall be administered as part of |
---|
1949 | 1949 | | the deceased spouse's estate. (Tex. Prob. Code, Sec. 461 (part).) |
---|
1950 | 1950 | | Sec. 112.253. RIGHTS OF DECEASED SPOUSE'S CREDITORS IN |
---|
1951 | 1951 | | RELATION TO THIRD PARTIES. This subchapter does not affect the |
---|
1952 | 1952 | | protection afforded to a person or entity under Subchapter E |
---|
1953 | 1953 | | unless, before payment or transfer to the surviving spouse, the |
---|
1954 | 1954 | | person or entity received a written notice from the deceased |
---|
1955 | 1955 | | spouse's personal representative stating the amount needed to |
---|
1956 | 1956 | | discharge the deceased spouse's liabilities. (Tex. Prob. Code, Sec. |
---|
1957 | 1957 | | 461 (part).) |
---|
1958 | 1958 | | CHAPTER 113. MULTIPLE-PARTY ACCOUNTS |
---|
1959 | 1959 | | SUBCHAPTER A. GENERAL PROVISIONS |
---|
1960 | 1960 | | Sec. 113.001. GENERAL DEFINITIONS |
---|
1961 | 1961 | | Sec. 113.002. DEFINITION OF PARTY |
---|
1962 | 1962 | | Sec. 113.003. DEFINITION OF NET CONTRIBUTION |
---|
1963 | 1963 | | Sec. 113.004. TYPES OF ACCOUNTS |
---|
1964 | 1964 | | Sec. 113.005. AUTHORITY OF FINANCIAL INSTITUTIONS TO |
---|
1965 | 1965 | | ENTER INTO CERTAIN ACCOUNTS |
---|
1966 | 1966 | | [Sections 113.006-113.050 reserved for expansion] |
---|
1967 | 1967 | | SUBCHAPTER B. UNIFORM ACCOUNT FORM |
---|
1968 | 1968 | | Sec. 113.051. ESTABLISHMENT OF TYPE OF ACCOUNT; |
---|
1969 | 1969 | | APPLICABILITY OF CERTAIN LAW |
---|
1970 | 1970 | | Sec. 113.052. FORM |
---|
1971 | 1971 | | Sec. 113.053. USE OF FORM; DISCLOSURE |
---|
1972 | 1972 | | [Sections 113.054-113.100 reserved for expansion] |
---|
1973 | 1973 | | SUBCHAPTER C. OWNERSHIP AND OPERATION OF ACCOUNTS |
---|
1974 | 1974 | | Sec. 113.101. EFFECT OF CERTAIN PROVISIONS REGARDING |
---|
1975 | 1975 | | OWNERSHIP BETWEEN PARTIES AND OTHERS |
---|
1976 | 1976 | | Sec. 113.102. OWNERSHIP OF JOINT ACCOUNT DURING |
---|
1977 | 1977 | | PARTIES' LIFETIMES |
---|
1978 | 1978 | | Sec. 113.103. OWNERSHIP OF P.O.D. ACCOUNT DURING |
---|
1979 | 1979 | | ORIGINAL PAYEE'S LIFETIME |
---|
1980 | 1980 | | Sec. 113.104. OWNERSHIP OF TRUST ACCOUNT DURING |
---|
1981 | 1981 | | TRUSTEE'S LIFETIME |
---|
1982 | 1982 | | Sec. 113.105. OWNERSHIP OF CONVENIENCE ACCOUNT; |
---|
1983 | 1983 | | ADDITIONS AND ACCRUALS |
---|
1984 | 1984 | | [Sections 113.106-113.150 reserved for expansion] |
---|
1985 | 1985 | | SUBCHAPTER D. RIGHTS OF SURVIVORSHIP IN ACCOUNTS |
---|
1986 | 1986 | | Sec. 113.151. ESTABLISHMENT OF RIGHT OF SURVIVORSHIP |
---|
1987 | 1987 | | OF PARTY |
---|
1988 | 1988 | | Sec. 113.152. OWNERSHIP OF P.O.D. ACCOUNT ON DEATH OF |
---|
1989 | 1989 | | PARTY |
---|
1990 | 1990 | | Sec. 113.153. OWNERSHIP OF TRUST ACCOUNT ON DEATH OF |
---|
1991 | 1991 | | TRUSTEE |
---|
1992 | 1992 | | Sec. 113.154. OWNERSHIP OF CONVENIENCE ACCOUNT ON |
---|
1993 | 1993 | | DEATH OF PARTY |
---|
1994 | 1994 | | Sec. 113.155. EFFECT OF DEATH OF PARTY ON CERTAIN |
---|
1995 | 1995 | | SURVIVORSHIP |
---|
1996 | 1996 | | Sec. 113.156. APPLICABILITY OF CERTAIN PROVISIONS ON |
---|
1997 | 1997 | | DEATH OF PARTY |
---|
1998 | 1998 | | Sec. 113.157. WRITTEN NOTICE TO FINANCIAL INSTITUTIONS |
---|
1999 | 1999 | | REGARDING FORM OF ACCOUNT |
---|
2000 | 2000 | | Sec. 113.158. NONTESTAMENTARY NATURE OF CERTAIN |
---|
2001 | 2001 | | TRANSFERS |
---|
2002 | 2002 | | [Sections 113.159-113.200 reserved for expansion] |
---|
2003 | 2003 | | SUBCHAPTER E. PROTECTION OF FINANCIAL INSTITUTIONS |
---|
2004 | 2004 | | Sec. 113.201. APPLICABILITY OF SUBCHAPTER |
---|
2005 | 2005 | | Sec. 113.202. PAYMENT OF MULTIPLE-PARTY ACCOUNT |
---|
2006 | 2006 | | Sec. 113.203. PAYMENT OF JOINT ACCOUNT |
---|
2007 | 2007 | | Sec. 113.204. PAYMENT OF P.O.D. ACCOUNT |
---|
2008 | 2008 | | Sec. 113.205. PAYMENT OF TRUST ACCOUNT |
---|
2009 | 2009 | | Sec. 113.206. PAYMENT OF CONVENIENCE ACCOUNT |
---|
2010 | 2010 | | Sec. 113.207. LIABILITY FOR PAYMENT FROM JOINT ACCOUNT |
---|
2011 | 2011 | | AFTER DEATH |
---|
2012 | 2012 | | Sec. 113.208. LIABILITY FOR PAYMENT FROM CONVENIENCE |
---|
2013 | 2013 | | ACCOUNT |
---|
2014 | 2014 | | Sec. 113.209. DISCHARGE FROM CLAIMS |
---|
2015 | 2015 | | Sec. 113.210. SET-OFF TO FINANCIAL INSTITUTION |
---|
2016 | 2016 | | [Sections 113.211-113.250 reserved for expansion] |
---|
2017 | 2017 | | SUBCHAPTER F. RIGHTS OF CREDITORS; PLEDGE OF ACCOUNT |
---|
2018 | 2018 | | Sec. 113.251. PLEDGE OF ACCOUNT |
---|
2019 | 2019 | | Sec. 113.252. RIGHTS OF CREDITORS |
---|
2020 | 2020 | | Sec. 113.253. NO EFFECT ON CERTAIN RIGHTS AND |
---|
2021 | 2021 | | LIABILITIES OF FINANCIAL INSTITUTIONS |
---|
2022 | 2022 | | CHAPTER 113. MULTIPLE-PARTY ACCOUNTS |
---|
2023 | 2023 | | SUBCHAPTER A. GENERAL PROVISIONS |
---|
2024 | 2024 | | Sec. 113.001. GENERAL DEFINITIONS. In this chapter: |
---|
2025 | 2025 | | (1) "Account" means a contract of deposit of funds |
---|
2026 | 2026 | | between a depositor and a financial institution. The term includes |
---|
2027 | 2027 | | a checking account, savings account, certificate of deposit, share |
---|
2028 | 2028 | | account, or other similar arrangement. |
---|
2029 | 2029 | | (2) "Beneficiary" means a person named in a trust |
---|
2030 | 2030 | | account for whom a party to the account is named as trustee. |
---|
2031 | 2031 | | (3) "Financial institution" means an organization |
---|
2032 | 2032 | | authorized to do business under state or federal laws relating to |
---|
2033 | 2033 | | financial institutions. The term includes a bank or trust company, |
---|
2034 | 2034 | | savings bank, building and loan association, savings and loan |
---|
2035 | 2035 | | company or association, credit union, and brokerage firm that deals |
---|
2036 | 2036 | | in the sale and purchase of stocks, bonds, and other types of |
---|
2037 | 2037 | | securities. |
---|
2038 | 2038 | | (4) "Payment" of sums on deposit includes a |
---|
2039 | 2039 | | withdrawal, a payment on a check or other directive of a party, and |
---|
2040 | 2040 | | a pledge of sums on deposit by a party and any set-off, or reduction |
---|
2041 | 2041 | | or other disposition of all or part of an account under a pledge. |
---|
2042 | 2042 | | (5) "P.O.D. payee" means a person designated on a |
---|
2043 | 2043 | | P.O.D. account as a person to whom the account is payable on request |
---|
2044 | 2044 | | after the death of one or more persons. |
---|
2045 | 2045 | | (6) "Proof of death" includes: |
---|
2046 | 2046 | | (A) a certified copy of a death certificate; or |
---|
2047 | 2047 | | (B) a judgment or order of a court in a proceeding |
---|
2048 | 2048 | | in which the death of a person is proved to the satisfaction of the |
---|
2049 | 2049 | | court by circumstantial evidence in accordance with Chapter 454. |
---|
2050 | 2050 | | (7) "Request" means a proper request for withdrawal, |
---|
2051 | 2051 | | or a check or order for payment, that complies with all conditions |
---|
2052 | 2052 | | of the account, including special requirements concerning |
---|
2053 | 2053 | | necessary signatures and regulations of the financial institution. |
---|
2054 | 2054 | | If a financial institution conditions withdrawal or payment on |
---|
2055 | 2055 | | advance notice, for purposes of this chapter a request for |
---|
2056 | 2056 | | withdrawal or payment is treated as immediately effective and a |
---|
2057 | 2057 | | notice of intent to withdraw is treated as a request for withdrawal. |
---|
2058 | 2058 | | (8) "Sums on deposit" means the balance payable on a |
---|
2059 | 2059 | | multiple-party account including interest, dividends, and any |
---|
2060 | 2060 | | deposit life insurance proceeds added to the account by reason of |
---|
2061 | 2061 | | the death of a party. |
---|
2062 | 2062 | | (9) "Withdrawal" includes payment to a third person in |
---|
2063 | 2063 | | accordance with a check or other directive of a party. (Tex. Prob. |
---|
2064 | 2064 | | Code, Secs. 436(1), (2), (3), (8), (9), (11), (12), (13), (15).) |
---|
2065 | 2065 | | Sec. 113.002. DEFINITION OF PARTY. (a) In this chapter, |
---|
2066 | 2066 | | "party" means a person who, by the terms of a multiple-party |
---|
2067 | 2067 | | account, has a present right, subject to request, to payment from |
---|
2068 | 2068 | | the account. Except as otherwise required by the context, the term |
---|
2069 | 2069 | | includes a guardian, personal representative, or assignee, |
---|
2070 | 2070 | | including an attaching creditor, of a party. The term also includes |
---|
2071 | 2071 | | a person identified as a trustee of an account for another |
---|
2072 | 2072 | | regardless of whether a beneficiary is named. The term does not |
---|
2073 | 2073 | | include a named beneficiary unless the beneficiary has a present |
---|
2074 | 2074 | | right of withdrawal. |
---|
2075 | 2075 | | (b) A P.O.D. payee or beneficiary of a trust account is a |
---|
2076 | 2076 | | party only after the account becomes payable to the P.O.D. payee or |
---|
2077 | 2077 | | beneficiary by reason of the P.O.D. payee or beneficiary surviving |
---|
2078 | 2078 | | the original payee or trustee. (Tex. Prob. Code, Sec. 436(7).) |
---|
2079 | 2079 | | Sec. 113.003. DEFINITION OF NET CONTRIBUTION. (a) In this |
---|
2080 | 2080 | | chapter, "net contribution" of a party to a joint account at any |
---|
2081 | 2081 | | given time is the sum of all deposits made to that account by or for |
---|
2082 | 2082 | | the party, less all withdrawals made by or for the party that have |
---|
2083 | 2083 | | not been paid to or applied to the use of any other party, plus a pro |
---|
2084 | 2084 | | rata share of any interest or dividends included in the current |
---|
2085 | 2085 | | balance of the account. The term also includes any deposit life |
---|
2086 | 2086 | | insurance proceeds added to the account by reason of the death of |
---|
2087 | 2087 | | the party whose net contribution is in question. |
---|
2088 | 2088 | | (b) A financial institution may not be required to inquire, |
---|
2089 | 2089 | | for purposes of establishing net contributions, about: |
---|
2090 | 2090 | | (1) the source of funds received for deposit to a |
---|
2091 | 2091 | | multiple-party account; or |
---|
2092 | 2092 | | (2) the proposed application of an amount withdrawn |
---|
2093 | 2093 | | from a multiple-party account. (Tex. Prob. Code, Secs. 436(6), 444 |
---|
2094 | 2094 | | (part).) |
---|
2095 | 2095 | | Sec. 113.004. TYPES OF ACCOUNTS. In this chapter: |
---|
2096 | 2096 | | (1) "Convenience account" means an account that: |
---|
2097 | 2097 | | (A) is established at a financial institution by |
---|
2098 | 2098 | | one or more parties in the names of the parties and one or more |
---|
2099 | 2099 | | convenience signers; and |
---|
2100 | 2100 | | (B) has terms that provide that the sums on |
---|
2101 | 2101 | | deposit are paid or delivered to the parties or to the convenience |
---|
2102 | 2102 | | signers "for the convenience" of the parties. |
---|
2103 | 2103 | | (2) "Joint account" means an account payable on |
---|
2104 | 2104 | | request to one or more of two or more parties, regardless of whether |
---|
2105 | 2105 | | there is a right of survivorship. |
---|
2106 | 2106 | | (3) "Multiple-party account" means a joint account, a |
---|
2107 | 2107 | | convenience account, a P.O.D. account, or a trust account. The term |
---|
2108 | 2108 | | does not include an account established for the deposit of funds of |
---|
2109 | 2109 | | a partnership, joint venture, or other association for business |
---|
2110 | 2110 | | purposes, or an account controlled by one or more persons as the |
---|
2111 | 2111 | | authorized agent or trustee for a corporation, unincorporated |
---|
2112 | 2112 | | association, charitable or civic organization, or a regular |
---|
2113 | 2113 | | fiduciary or trust account in which the relationship is established |
---|
2114 | 2114 | | other than by deposit agreement. |
---|
2115 | 2115 | | (4) "P.O.D. account" means an account payable on |
---|
2116 | 2116 | | request to: |
---|
2117 | 2117 | | (A) one person during the person's lifetime and, |
---|
2118 | 2118 | | on the person's death, to one or more P.O.D. payees; or |
---|
2119 | 2119 | | (B) one or more persons during their lifetimes |
---|
2120 | 2120 | | and, on the death of all of those persons, to one or more P.O.D. |
---|
2121 | 2121 | | payees. |
---|
2122 | 2122 | | (5) "Trust account" means an account in the name of one |
---|
2123 | 2123 | | or more parties as trustee for one or more beneficiaries in which |
---|
2124 | 2124 | | the relationship is established by the form of the account and the |
---|
2125 | 2125 | | deposit agreement with the financial institution and in which there |
---|
2126 | 2126 | | is no subject of the trust other than the sums on deposit in the |
---|
2127 | 2127 | | account. The deposit agreement is not required to address payment |
---|
2128 | 2128 | | to the beneficiary. The term does not include: |
---|
2129 | 2129 | | (A) a regular trust account under a testamentary |
---|
2130 | 2130 | | trust or a trust agreement that has significance apart from the |
---|
2131 | 2131 | | account; or |
---|
2132 | 2132 | | (B) a fiduciary account arising from a fiduciary |
---|
2133 | 2133 | | relationship, such as the attorney-client relationship. (Tex. |
---|
2134 | 2134 | | Prob. Code, Secs. 436(4), (5), (10), (14), 438A(a).) |
---|
2135 | 2135 | | Sec. 113.005. AUTHORITY OF FINANCIAL INSTITUTIONS TO ENTER |
---|
2136 | 2136 | | INTO CERTAIN ACCOUNTS. A financial institution may enter into a |
---|
2137 | 2137 | | multiple-party account to the same extent that the institution may |
---|
2138 | 2138 | | enter into a single-party account. (Tex. Prob. Code, Sec. 444 |
---|
2139 | 2139 | | (part).) |
---|
2140 | 2140 | | [Sections 113.006-113.050 reserved for expansion] |
---|
2141 | 2141 | | SUBCHAPTER B. UNIFORM ACCOUNT FORM |
---|
2142 | 2142 | | Sec. 113.051. ESTABLISHMENT OF TYPE OF ACCOUNT; |
---|
2143 | 2143 | | APPLICABILITY OF CERTAIN LAW. (a) A contract of deposit that |
---|
2144 | 2144 | | contains provisions substantially the same as in the form provided |
---|
2145 | 2145 | | by Section 113.052 establishes the type of account selected by a |
---|
2146 | 2146 | | party. This chapter governs an account selected under the form, |
---|
2147 | 2147 | | other than a single-party account without a P.O.D. designation. |
---|
2148 | 2148 | | (b) A contract of deposit that does not contain provisions |
---|
2149 | 2149 | | substantially the same as in the form provided by Section 113.052 is |
---|
2150 | 2150 | | governed by the provisions of this chapter applicable to the type of |
---|
2151 | 2151 | | account that most nearly conforms to the depositor's intent. (Tex. |
---|
2152 | 2152 | | Prob. Code, Sec. 439A(a).) |
---|
2153 | 2153 | | Sec. 113.052. FORM. A financial institution may use the |
---|
2154 | 2154 | | following form to establish the type of account selected by a party: |
---|
2155 | 2155 | | UNIFORM SINGLE-PARTY OR MULTIPLE-PARTY ACCOUNT SELECTION |
---|
2156 | 2156 | | FORM NOTICE: The type of account you select may determine how |
---|
2157 | 2157 | | property passes on your death. Your will may not control the |
---|
2158 | 2158 | | disposition of funds held in some of the following accounts. |
---|
2159 | 2159 | | Select one of the following accounts by placing your initials |
---|
2160 | 2160 | | next to the account selected: |
---|
2161 | 2161 | | ___ (1) SINGLE-PARTY ACCOUNT WITHOUT "P.O.D." (PAYABLE ON |
---|
2162 | 2162 | | DEATH) DESIGNATION. The party to the account owns the account. On |
---|
2163 | 2163 | | the death of the party, ownership of the account passes as a part of |
---|
2164 | 2164 | | the party's estate under the party's will or by intestacy. |
---|
2165 | 2165 | | Enter the name of the party: |
---|
2166 | 2166 | | ________________________________________________________________ |
---|
2167 | 2167 | | ___ (2) SINGLE-PARTY ACCOUNT WITH "P.O.D." (PAYABLE ON |
---|
2168 | 2168 | | DEATH) DESIGNATION. The party to the account owns the account. On |
---|
2169 | 2169 | | the death of the party, ownership of the account passes to the |
---|
2170 | 2170 | | P.O.D. beneficiaries of the account. The account is not a part of |
---|
2171 | 2171 | | the party's estate. |
---|
2172 | 2172 | | Enter the name of the party: |
---|
2173 | 2173 | | ________________________________________________________________ |
---|
2174 | 2174 | | Enter the name or names of the P.O.D. beneficiaries: |
---|
2175 | 2175 | | ________________________________________________________________ |
---|
2176 | 2176 | | ________________________________________________________________ |
---|
2177 | 2177 | | ___ (3) MULTIPLE-PARTY ACCOUNT WITHOUT RIGHT OF |
---|
2178 | 2178 | | SURVIVORSHIP. The parties to the account own the account in |
---|
2179 | 2179 | | proportion to the parties' net contributions to the account. The |
---|
2180 | 2180 | | financial institution may pay any sum in the account to a party at |
---|
2181 | 2181 | | any time. On the death of a party, the party's ownership of the |
---|
2182 | 2182 | | account passes as a part of the party's estate under the party's |
---|
2183 | 2183 | | will or by intestacy. |
---|
2184 | 2184 | | Enter the names of the parties: |
---|
2185 | 2185 | | ________________________________________________________________ |
---|
2186 | 2186 | | ________________________________________________________________ |
---|
2187 | 2187 | | ________________________________________________________________ |
---|
2188 | 2188 | | ___ (4) MULTIPLE-PARTY ACCOUNT WITH RIGHT OF SURVIVORSHIP. |
---|
2189 | 2189 | | The parties to the account own the account in proportion to the |
---|
2190 | 2190 | | parties' net contributions to the account. The financial |
---|
2191 | 2191 | | institution may pay any sum in the account to a party at any time. |
---|
2192 | 2192 | | On the death of a party, the party's ownership of the account passes |
---|
2193 | 2193 | | to the surviving parties. |
---|
2194 | 2194 | | Enter the names of the parties: |
---|
2195 | 2195 | | ________________________________________________________________ |
---|
2196 | 2196 | | ________________________________________________________________ |
---|
2197 | 2197 | | ___ (5) MULTIPLE-PARTY ACCOUNT WITH RIGHT OF SURVIVORSHIP AND |
---|
2198 | 2198 | | P.O.D. (PAYABLE ON DEATH) DESIGNATION. The parties to the account |
---|
2199 | 2199 | | own the account in proportion to the parties' net contributions to |
---|
2200 | 2200 | | the account. The financial institution may pay any sum in the |
---|
2201 | 2201 | | account to a party at any time. On the death of the last surviving |
---|
2202 | 2202 | | party, the ownership of the account passes to the P.O.D. |
---|
2203 | 2203 | | beneficiaries. |
---|
2204 | 2204 | | Enter the names of the parties: |
---|
2205 | 2205 | | ________________________________________________________________ |
---|
2206 | 2206 | | ________________________________________________________________ |
---|
2207 | 2207 | | Enter the name or names of the P.O.D. beneficiaries: |
---|
2208 | 2208 | | ________________________________________________________________ |
---|
2209 | 2209 | | ________________________________________________________________ |
---|
2210 | 2210 | | ___ (6) CONVENIENCE ACCOUNT. The parties to the account own |
---|
2211 | 2211 | | the account. One or more convenience signers to the account may |
---|
2212 | 2212 | | make account transactions for a party. A convenience signer does |
---|
2213 | 2213 | | not own the account. On the death of the last surviving party, |
---|
2214 | 2214 | | ownership of the account passes as a part of the last surviving |
---|
2215 | 2215 | | party's estate under the last surviving party's will or by |
---|
2216 | 2216 | | intestacy. The financial institution may pay funds in the account |
---|
2217 | 2217 | | to a convenience signer before the financial institution receives |
---|
2218 | 2218 | | notice of the death of the last surviving party. The payment to a |
---|
2219 | 2219 | | convenience signer does not affect the parties' ownership of the |
---|
2220 | 2220 | | account. |
---|
2221 | 2221 | | Enter the names of the parties: |
---|
2222 | 2222 | | ________________________________________________________________ |
---|
2223 | 2223 | | ________________________________________________________________ |
---|
2224 | 2224 | | Enter the names of the convenience signers: |
---|
2225 | 2225 | | ________________________________________________________________ |
---|
2226 | 2226 | | ________________________________________________________________ |
---|
2227 | 2227 | | ___ (7) TRUST ACCOUNT. The parties named as trustees to the |
---|
2228 | 2228 | | account own the account in proportion to the parties' net |
---|
2229 | 2229 | | contributions to the account. A trustee may withdraw funds from the |
---|
2230 | 2230 | | account. A beneficiary may not withdraw funds from the account |
---|
2231 | 2231 | | before all trustees are deceased. On the death of the last |
---|
2232 | 2232 | | surviving trustee, the ownership of the account passes to the |
---|
2233 | 2233 | | beneficiary. The trust account is not a part of a trustee's estate |
---|
2234 | 2234 | | and does not pass under the trustee's will or by intestacy, unless |
---|
2235 | 2235 | | the trustee survives all of the beneficiaries and all other |
---|
2236 | 2236 | | trustees. |
---|
2237 | 2237 | | Enter the name or names of the trustees: |
---|
2238 | 2238 | | ________________________________________________________________ |
---|
2239 | 2239 | | ________________________________________________________________ |
---|
2240 | 2240 | | Enter the name or names of the beneficiaries: |
---|
2241 | 2241 | | ________________________________________________________________ |
---|
2242 | 2242 | | ________________________________________________________________ |
---|
2243 | 2243 | | (Tex. Prob. Code, Sec. 439A(b).) |
---|
2244 | 2244 | | Sec. 113.053. USE OF FORM; DISCLOSURE. (a) A financial |
---|
2245 | 2245 | | institution is considered to have adequately disclosed the |
---|
2246 | 2246 | | information provided in this subchapter if the financial |
---|
2247 | 2247 | | institution uses the form provided by Section 113.052. |
---|
2248 | 2248 | | (b) If a financial institution varies the format of the form |
---|
2249 | 2249 | | provided by Section 113.052, the financial institution may make |
---|
2250 | 2250 | | disclosures in the account agreement or in any other form that |
---|
2251 | 2251 | | adequately discloses the information provided by this subchapter. |
---|
2252 | 2252 | | (c) If the customer receives adequate disclosure of the |
---|
2253 | 2253 | | ownership rights to an account and the names of the parties are |
---|
2254 | 2254 | | appropriately indicated, a financial institution may combine any of |
---|
2255 | 2255 | | the provisions in, and vary the format of, the form and notices |
---|
2256 | 2256 | | described in Section 113.052 in: |
---|
2257 | 2257 | | (1) a universal account form with options listed for |
---|
2258 | 2258 | | selection and additional disclosures provided in the account |
---|
2259 | 2259 | | agreement; or |
---|
2260 | 2260 | | (2) any other manner that adequately discloses the |
---|
2261 | 2261 | | information provided by this subchapter. (Tex. Prob. Code, Secs. |
---|
2262 | 2262 | | 439A(c), (d).) |
---|
2263 | 2263 | | [Sections 113.054-113.100 reserved for expansion] |
---|
2264 | 2264 | | SUBCHAPTER C. OWNERSHIP AND OPERATION OF ACCOUNTS |
---|
2265 | 2265 | | Sec. 113.101. EFFECT OF CERTAIN PROVISIONS REGARDING |
---|
2266 | 2266 | | OWNERSHIP BETWEEN PARTIES AND OTHERS. The provisions of this |
---|
2267 | 2267 | | subchapter and Subchapters B and D that relate to beneficial |
---|
2268 | 2268 | | ownership between parties, or between parties and P.O.D. payees or |
---|
2269 | 2269 | | beneficiaries of multiple-party accounts: |
---|
2270 | 2270 | | (1) are relevant only to controversies between those |
---|
2271 | 2271 | | persons and those persons' creditors and other successors; and |
---|
2272 | 2272 | | (2) do not affect the withdrawal power of those |
---|
2273 | 2273 | | persons under the terms of an account contract. (Tex. Prob. Code, |
---|
2274 | 2274 | | Sec. 437.) |
---|
2275 | 2275 | | Sec. 113.102. OWNERSHIP OF JOINT ACCOUNT DURING PARTIES' |
---|
2276 | 2276 | | LIFETIMES. During the lifetime of all parties to a joint account, |
---|
2277 | 2277 | | the account belongs to the parties in proportion to the net |
---|
2278 | 2278 | | contributions by each party to the sums on deposit unless there is |
---|
2279 | 2279 | | clear and convincing evidence of a different intent. (Tex. Prob. |
---|
2280 | 2280 | | Code, Sec. 438(a).) |
---|
2281 | 2281 | | Sec. 113.103. OWNERSHIP OF P.O.D. ACCOUNT DURING ORIGINAL |
---|
2282 | 2282 | | PAYEE'S LIFETIME. (a) During the lifetime of an original payee of |
---|
2283 | 2283 | | a P.O.D. account, the account belongs to the original payee and does |
---|
2284 | 2284 | | not belong to the P.O.D. payee or payees. |
---|
2285 | 2285 | | (b) If two or more parties are named as original payees of a |
---|
2286 | 2286 | | P.O.D. account, during the parties' lifetimes rights between the |
---|
2287 | 2287 | | parties are governed by Section 113.102. (Tex. Prob. Code, Sec. |
---|
2288 | 2288 | | 438(b).) |
---|
2289 | 2289 | | Sec. 113.104. OWNERSHIP OF TRUST ACCOUNT DURING TRUSTEE'S |
---|
2290 | 2290 | | LIFETIME. (a) A trust account belongs beneficially to the trustee |
---|
2291 | 2291 | | during the trustee's lifetime unless: |
---|
2292 | 2292 | | (1) the terms of the account or the deposit agreement |
---|
2293 | 2293 | | manifest a contrary intent; or |
---|
2294 | 2294 | | (2) other clear and convincing evidence of an |
---|
2295 | 2295 | | irrevocable trust exists. |
---|
2296 | 2296 | | (b) If two or more parties are named as trustees on a trust |
---|
2297 | 2297 | | account, during the parties' lifetimes beneficial rights between |
---|
2298 | 2298 | | the parties are governed by Section 113.102. |
---|
2299 | 2299 | | (c) An account that is an irrevocable trust belongs |
---|
2300 | 2300 | | beneficially to the beneficiary. (Tex. Prob. Code, Sec. 438(c).) |
---|
2301 | 2301 | | Sec. 113.105. OWNERSHIP OF CONVENIENCE ACCOUNT; ADDITIONS |
---|
2302 | 2302 | | AND ACCRUALS. (a) The making of a deposit in a convenience account |
---|
2303 | 2303 | | does not affect the title to the deposit. |
---|
2304 | 2304 | | (b) A party to a convenience account is not considered to |
---|
2305 | 2305 | | have made a gift of the deposit, or of any additions or accruals to |
---|
2306 | 2306 | | the deposit, to a convenience signer. |
---|
2307 | 2307 | | (c) An addition made to a convenience account by anyone |
---|
2308 | 2308 | | other than a party, and accruals to the addition, are considered to |
---|
2309 | 2309 | | have been made by a party. (Tex. Prob. Code, Secs. 438A(b), (c), |
---|
2310 | 2310 | | (e).) |
---|
2311 | 2311 | | [Sections 113.106-113.150 reserved for expansion] |
---|
2312 | 2312 | | SUBCHAPTER D. RIGHTS OF SURVIVORSHIP IN ACCOUNTS |
---|
2313 | 2313 | | Sec. 113.151. ESTABLISHMENT OF RIGHT OF SURVIVORSHIP IN |
---|
2314 | 2314 | | JOINT ACCOUNT; OWNERSHIP ON DEATH OF PARTY. (a) Sums remaining on |
---|
2315 | 2315 | | deposit on the death of a party to a joint account belong to the |
---|
2316 | 2316 | | surviving party or parties against the estate of the deceased party |
---|
2317 | 2317 | | if the interest of the deceased party is made to survive to the |
---|
2318 | 2318 | | surviving party or parties by a written agreement signed by the |
---|
2319 | 2319 | | party who dies. |
---|
2320 | 2320 | | (b) Notwithstanding any other law, an agreement is |
---|
2321 | 2321 | | sufficient under this section to confer an absolute right of |
---|
2322 | 2322 | | survivorship on parties to a joint account if the agreement |
---|
2323 | 2323 | | contains a statement substantially similar to the following: "On |
---|
2324 | 2324 | | the death of one party to a joint account, all sums in the account on |
---|
2325 | 2325 | | the date of the death vest in and belong to the surviving party as |
---|
2326 | 2326 | | his or her separate property and estate." |
---|
2327 | 2327 | | (c) A survivorship agreement may not be inferred from the |
---|
2328 | 2328 | | mere fact that the account is a joint account. |
---|
2329 | 2329 | | (d) If there are two or more surviving parties to a joint |
---|
2330 | 2330 | | account that is subject to a right of survivorship agreement: |
---|
2331 | 2331 | | (1) during the parties' lifetimes respective |
---|
2332 | 2332 | | ownerships are in proportion to the parties' previous ownership |
---|
2333 | 2333 | | interests under Sections 113.102, 113.103, and 113.104, as |
---|
2334 | 2334 | | applicable, augmented by an equal share for each survivor of any |
---|
2335 | 2335 | | interest a deceased party owned in the account immediately before |
---|
2336 | 2336 | | that party's death; and |
---|
2337 | 2337 | | (2) the right of survivorship continues between the |
---|
2338 | 2338 | | surviving parties if a written agreement signed by a party who dies |
---|
2339 | 2339 | | provides for that continuation. (Tex. Prob. Code, Sec. 439(a).) |
---|
2340 | 2340 | | Sec. 113.152. OWNERSHIP OF P.O.D. ACCOUNT ON DEATH OF |
---|
2341 | 2341 | | PARTY. (a) If the account is a P.O.D. account and there is a |
---|
2342 | 2342 | | written agreement signed by the original payee or payees, on the |
---|
2343 | 2343 | | death of the original payee or on the death of the survivor of two or |
---|
2344 | 2344 | | more original payees, any sums remaining on deposit belong to: |
---|
2345 | 2345 | | (1) the P.O.D. payee or payees if surviving; or |
---|
2346 | 2346 | | (2) the survivor of the P.O.D. payees if one or more |
---|
2347 | 2347 | | P.O.D. payees die before the original payee. |
---|
2348 | 2348 | | (b) If two or more P.O.D. payees survive, no right of |
---|
2349 | 2349 | | survivorship exists between the surviving P.O.D. payees unless the |
---|
2350 | 2350 | | terms of the account or deposit agreement expressly provide for |
---|
2351 | 2351 | | survivorship between those payees. (Tex. Prob. Code, Sec. 439(b).) |
---|
2352 | 2352 | | Sec. 113.153. OWNERSHIP OF TRUST ACCOUNT ON DEATH OF |
---|
2353 | 2353 | | TRUSTEE. (a) If the account is a trust account and there is a |
---|
2354 | 2354 | | written agreement signed by the trustee or trustees, on death of the |
---|
2355 | 2355 | | trustee or the survivor of two or more trustees, any sums remaining |
---|
2356 | 2356 | | on deposit belong to: |
---|
2357 | 2357 | | (1) the person or persons named as beneficiaries, if |
---|
2358 | 2358 | | surviving; or |
---|
2359 | 2359 | | (2) the survivor of the persons named as beneficiaries |
---|
2360 | 2360 | | if one or more beneficiaries die before the trustee. |
---|
2361 | 2361 | | (b) If two or more beneficiaries survive, no right of |
---|
2362 | 2362 | | survivorship exists between the surviving beneficiaries unless the |
---|
2363 | 2363 | | terms of the account or deposit agreement expressly provide for |
---|
2364 | 2364 | | survivorship between those beneficiaries. (Tex. Prob. Code, Sec. |
---|
2365 | 2365 | | 439(c).) |
---|
2366 | 2366 | | Sec. 113.154. OWNERSHIP OF CONVENIENCE ACCOUNT ON DEATH OF |
---|
2367 | 2367 | | PARTY. On the death of the last surviving party to a convenience |
---|
2368 | 2368 | | account: |
---|
2369 | 2369 | | (1) a convenience signer has no right of survivorship |
---|
2370 | 2370 | | in the account; and |
---|
2371 | 2371 | | (2) ownership of the account remains in the estate of |
---|
2372 | 2372 | | the last surviving party. (Tex. Prob. Code, Sec. 438A(d).) |
---|
2373 | 2373 | | Sec. 113.155. EFFECT OF DEATH OF PARTY ON CERTAIN ACCOUNTS |
---|
2374 | 2374 | | WITHOUT RIGHTS OF SURVIVORSHIP. The death of a party to a |
---|
2375 | 2375 | | multiple-party account to which Sections 113.151, 113.152, and |
---|
2376 | 2376 | | 113.153 do not apply has no effect on the beneficial ownership of |
---|
2377 | 2377 | | the account, other than to transfer the rights of the deceased party |
---|
2378 | 2378 | | as part of the deceased party's estate. (Tex. Prob. Code, Sec. |
---|
2379 | 2379 | | 439(d).) |
---|
2380 | 2380 | | Sec. 113.156. APPLICABILITY OF CERTAIN PROVISIONS ON DEATH |
---|
2381 | 2381 | | OF PARTY. Sections 113.151, 113.152, 113.153, and 113.155 as to |
---|
2382 | 2382 | | rights of survivorship are determined by the form of the account at |
---|
2383 | 2383 | | the death of a party. (Tex. Prob. Code, Sec. 440 (part).) |
---|
2384 | 2384 | | Sec. 113.157. WRITTEN NOTICE TO FINANCIAL INSTITUTIONS |
---|
2385 | 2385 | | REGARDING FORM OF ACCOUNT. Notwithstanding any other law, the form |
---|
2386 | 2386 | | of an account may be altered by written order given by a party to the |
---|
2387 | 2387 | | financial institution to change the form of the account or to stop |
---|
2388 | 2388 | | or vary payment under the terms of the account. The order or |
---|
2389 | 2389 | | request must be signed by a party, received by the financial |
---|
2390 | 2390 | | institution during the party's lifetime, and not countermanded by |
---|
2391 | 2391 | | another written order of the same party during the party's |
---|
2392 | 2392 | | lifetime. (Tex. Prob. Code, Sec. 440 (part).) |
---|
2393 | 2393 | | Sec. 113.158. NONTESTAMENTARY NATURE OF CERTAIN TRANSFERS. |
---|
2394 | 2394 | | Transfers resulting from the application of Sections 113.151, |
---|
2395 | 2395 | | 113.152, 113.153, and 113.155 are effective by reason of the |
---|
2396 | 2396 | | account contracts involved and this chapter and are not to be |
---|
2397 | 2397 | | considered testamentary transfers or subject to the testamentary |
---|
2398 | 2398 | | provisions of this title. (Tex. Prob. Code, Sec. 441.) |
---|
2399 | 2399 | | [Sections 113.159-113.200 reserved for expansion] |
---|
2400 | 2400 | | SUBCHAPTER E. PROTECTION OF FINANCIAL INSTITUTIONS |
---|
2401 | 2401 | | Sec. 113.201. APPLICABILITY OF SUBCHAPTER. This subchapter |
---|
2402 | 2402 | | and Section 113.003(b) govern: |
---|
2403 | 2403 | | (1) the liability of financial institutions that make |
---|
2404 | 2404 | | payments as provided by this subchapter; and |
---|
2405 | 2405 | | (2) the set-off rights of those institutions. (Tex. |
---|
2406 | 2406 | | Prob. Code, Sec. 443.) |
---|
2407 | 2407 | | Sec. 113.202. PAYMENT OF MULTIPLE-PARTY ACCOUNT. A |
---|
2408 | 2408 | | multiple-party account may be paid, on request, to any one or more |
---|
2409 | 2409 | | of the parties. (Tex. Prob. Code, Sec. 444 (part).) |
---|
2410 | 2410 | | Sec. 113.203. PAYMENT OF JOINT ACCOUNT. (a) Subject to |
---|
2411 | 2411 | | Subsection (b), amounts in a joint account may be paid, on request, |
---|
2412 | 2412 | | to any party without regard to whether any other party is |
---|
2413 | 2413 | | incapacitated or deceased at the time the payment is demanded. |
---|
2414 | 2414 | | (b) Payment may not be made to the personal representative |
---|
2415 | 2415 | | or heir of a deceased party unless: |
---|
2416 | 2416 | | (1) proofs of death are presented to the financial |
---|
2417 | 2417 | | institution showing that the deceased party was the last surviving |
---|
2418 | 2418 | | party; or |
---|
2419 | 2419 | | (2) there is no right of survivorship under Sections |
---|
2420 | 2420 | | 113.151, 113.152, 113.153, and 113.155. (Tex. Prob. Code, Sec. 445 |
---|
2421 | 2421 | | (part).) |
---|
2422 | 2422 | | Sec. 113.204. PAYMENT OF P.O.D. ACCOUNT. (a) A P.O.D. |
---|
2423 | 2423 | | account may be paid, on request, to any original payee of the |
---|
2424 | 2424 | | account. |
---|
2425 | 2425 | | (b) Payment may be made, on request, to the P.O.D. payee or |
---|
2426 | 2426 | | to the personal representative or heirs of a deceased P.O.D. payee |
---|
2427 | 2427 | | on the presentation to the financial institution of proof of death |
---|
2428 | 2428 | | showing that the P.O.D. payee survived each person named as an |
---|
2429 | 2429 | | original payee. |
---|
2430 | 2430 | | (c) Payment may be made to the personal representative or |
---|
2431 | 2431 | | heirs of a deceased original payee if proof of death is presented to |
---|
2432 | 2432 | | the financial institution showing that the deceased original payee |
---|
2433 | 2433 | | was the survivor of each other person named on the account as an |
---|
2434 | 2434 | | original payee or a P.O.D. payee. (Tex. Prob. Code, Sec. 446.) |
---|
2435 | 2435 | | Sec. 113.205. PAYMENT OF TRUST ACCOUNT. (a) A trust |
---|
2436 | 2436 | | account may be paid, on request, to any trustee. |
---|
2437 | 2437 | | (b) Unless a financial institution has received written |
---|
2438 | 2438 | | notice that a beneficiary has a vested interest not dependent on the |
---|
2439 | 2439 | | beneficiary's surviving the trustee, payment may be made to the |
---|
2440 | 2440 | | personal representative or heirs of a deceased trustee if proof of |
---|
2441 | 2441 | | death is presented to the financial institution showing that the |
---|
2442 | 2442 | | deceased trustee was the survivor of each other person named on the |
---|
2443 | 2443 | | account as a trustee or beneficiary. |
---|
2444 | 2444 | | (c) Payment may be made, on request, to a beneficiary if |
---|
2445 | 2445 | | proof of death is presented to the financial institution showing |
---|
2446 | 2446 | | that the beneficiary or beneficiaries survived all persons named as |
---|
2447 | 2447 | | trustees. (Tex. Prob. Code, Sec. 447.) |
---|
2448 | 2448 | | Sec. 113.206. PAYMENT OF CONVENIENCE ACCOUNT. Deposits to |
---|
2449 | 2449 | | a convenience account and additions and accruals to the deposits |
---|
2450 | 2450 | | may be paid to a party or a convenience signer. (Tex. Prob. Code, |
---|
2451 | 2451 | | Sec. 438A(f) (part).) |
---|
2452 | 2452 | | Sec. 113.207. LIABILITY FOR PAYMENT FROM JOINT ACCOUNT |
---|
2453 | 2453 | | AFTER DEATH. A financial institution that pays an amount from a |
---|
2454 | 2454 | | joint account to a surviving party to that account in accordance |
---|
2455 | 2455 | | with a written agreement under Section 113.151 is not liable to an |
---|
2456 | 2456 | | heir, devisee, or beneficiary of the deceased party's estate. |
---|
2457 | 2457 | | (Tex. Prob. Code, Sec. 445 (part).) |
---|
2458 | 2458 | | Sec. 113.208. LIABILITY FOR PAYMENT FROM CONVENIENCE |
---|
2459 | 2459 | | ACCOUNT. (a) A financial institution is completely released from |
---|
2460 | 2460 | | liability for a payment made from a convenience account before the |
---|
2461 | 2461 | | financial institution receives notice in writing signed by a party |
---|
2462 | 2462 | | not to make the payment in accordance with the terms of the account. |
---|
2463 | 2463 | | After receipt of the notice from a party, the financial institution |
---|
2464 | 2464 | | may require a party to approve any further payments from the |
---|
2465 | 2465 | | account. |
---|
2466 | 2466 | | (b) A financial institution that makes a payment of the sums |
---|
2467 | 2467 | | on deposit in a convenience account to a convenience signer after |
---|
2468 | 2468 | | the death of the last surviving party, but before the financial |
---|
2469 | 2469 | | institution receives written notice of the last surviving party's |
---|
2470 | 2470 | | death, is completely released from liability for the payment. |
---|
2471 | 2471 | | (c) A financial institution that makes a payment of the sums |
---|
2472 | 2472 | | on deposit in a convenience account to the personal representative |
---|
2473 | 2473 | | of the deceased last surviving party's estate after the death of the |
---|
2474 | 2474 | | last surviving party, but before a court order prohibiting payment |
---|
2475 | 2475 | | is served on the financial institution, is, to the extent of the |
---|
2476 | 2476 | | payment, released from liability to any person claiming a right to |
---|
2477 | 2477 | | the funds. The personal representative's receipt of the funds is a |
---|
2478 | 2478 | | complete release and discharge of the financial institution. (Tex. |
---|
2479 | 2479 | | Prob. Code, Secs. 438A(f) (part), (g).) |
---|
2480 | 2480 | | Sec. 113.209. DISCHARGE FROM CLAIMS. (a) Payment made in |
---|
2481 | 2481 | | accordance with Section 113.202, 113.203, 113.204, 113.205, or |
---|
2482 | 2482 | | 113.207 discharges the financial institution from all claims for |
---|
2483 | 2483 | | those amounts paid regardless of whether the payment is consistent |
---|
2484 | 2484 | | with the beneficial ownership of the account between parties, |
---|
2485 | 2485 | | P.O.D. payees, or beneficiaries, or their successors. |
---|
2486 | 2486 | | (b) The protection provided by Subsection (a) does not |
---|
2487 | 2487 | | extend to payments made after a financial institution receives, |
---|
2488 | 2488 | | from any party able to request present payment, written notice to |
---|
2489 | 2489 | | the effect that withdrawals in accordance with the terms of the |
---|
2490 | 2490 | | account should not be permitted. Unless the notice is withdrawn by |
---|
2491 | 2491 | | the person giving the notice, the successor of a deceased party must |
---|
2492 | 2492 | | concur in a demand for withdrawal for the financial institution to |
---|
2493 | 2493 | | be protected under Subsection (a). |
---|
2494 | 2494 | | (c) No notice, other than the notice described by Subsection |
---|
2495 | 2495 | | (b), or any other information shown to have been available to a |
---|
2496 | 2496 | | financial institution affects the institution's right to the |
---|
2497 | 2497 | | protection provided by Subsection (a). |
---|
2498 | 2498 | | (d) The protection provided by Subsection (a) does not |
---|
2499 | 2499 | | affect the rights of parties in disputes between the parties or the |
---|
2500 | 2500 | | parties' successors concerning the beneficial ownership of funds |
---|
2501 | 2501 | | in, or withdrawn from, multiple-party accounts. (Tex. Prob. Code, |
---|
2502 | 2502 | | Sec. 448.) |
---|
2503 | 2503 | | Sec. 113.210. SET-OFF TO FINANCIAL INSTITUTION. (a) |
---|
2504 | 2504 | | Without qualifying any other statutory right to set-off or lien and |
---|
2505 | 2505 | | subject to any contractual provision, if a party to a |
---|
2506 | 2506 | | multiple-party account is indebted to a financial institution, the |
---|
2507 | 2507 | | financial institution has a right to set-off against the account in |
---|
2508 | 2508 | | which the party has, or had immediately before the party's death, a |
---|
2509 | 2509 | | present right of withdrawal. |
---|
2510 | 2510 | | (b) The amount of the account subject to set-off under this |
---|
2511 | 2511 | | section is that proportion to which the debtor is, or was |
---|
2512 | 2512 | | immediately before the debtor's death, beneficially entitled, and |
---|
2513 | 2513 | | in the absence of proof of net contributions, to an equal share with |
---|
2514 | 2514 | | all parties having present rights of withdrawal. (Tex. Prob. Code, |
---|
2515 | 2515 | | Sec. 449.) |
---|
2516 | 2516 | | [Sections 113.211-113.250 reserved for expansion] |
---|
2517 | 2517 | | SUBCHAPTER F. RIGHTS OF CREDITORS; PLEDGE OF ACCOUNT |
---|
2518 | 2518 | | Sec. 113.251. PLEDGE OF ACCOUNT. (a) A party to a |
---|
2519 | 2519 | | multiple-party account may pledge the account or otherwise create a |
---|
2520 | 2520 | | security interest in the account without the joinder of, as |
---|
2521 | 2521 | | applicable, a P.O.D. payee, a beneficiary, a convenience signer, or |
---|
2522 | 2522 | | any other party to a joint account, regardless of whether a right |
---|
2523 | 2523 | | of survivorship exists. |
---|
2524 | 2524 | | (b) A convenience signer may not pledge or otherwise create |
---|
2525 | 2525 | | a security interest in an account. |
---|
2526 | 2526 | | (c) Not later than the 30th day after the date a security |
---|
2527 | 2527 | | interest on a multiple-party account is perfected, a secured |
---|
2528 | 2528 | | creditor that is a financial institution with accounts insured by |
---|
2529 | 2529 | | the Federal Deposit Insurance Corporation shall provide written |
---|
2530 | 2530 | | notice of the pledge of the account to any other party to the |
---|
2531 | 2531 | | account who did not create the security interest. The notice must |
---|
2532 | 2532 | | be sent by certified mail to each other party at the last address |
---|
2533 | 2533 | | the party provided to the depository bank. |
---|
2534 | 2534 | | (d) The financial institution is not required to provide the |
---|
2535 | 2535 | | notice described by Subsection (c) to a P.O.D. payee, beneficiary, |
---|
2536 | 2536 | | or convenience signer. (Tex. Prob. Code, Sec. 442 (part).) |
---|
2537 | 2537 | | Sec. 113.252. RIGHTS OF CREDITORS. (a) A multiple-party |
---|
2538 | 2538 | | account is not effective against: |
---|
2539 | 2539 | | (1) an estate of a deceased party to transfer to a |
---|
2540 | 2540 | | survivor amounts needed to pay debts, taxes, and expenses of |
---|
2541 | 2541 | | administration, including statutory allowances to the surviving |
---|
2542 | 2542 | | spouse and minor children, if other assets of the estate are |
---|
2543 | 2543 | | insufficient; or |
---|
2544 | 2544 | | (2) the claim of a secured creditor who has a lien on |
---|
2545 | 2545 | | the account. |
---|
2546 | 2546 | | (b) A party, P.O.D. payee, or beneficiary who receives |
---|
2547 | 2547 | | payment from a multiple-party account after the death of a deceased |
---|
2548 | 2548 | | party is liable to account to the deceased party's personal |
---|
2549 | 2549 | | representative for amounts the deceased party owned beneficially |
---|
2550 | 2550 | | immediately before the party's death to the extent necessary to |
---|
2551 | 2551 | | discharge the claims and charges described by Subsection (a) that |
---|
2552 | 2552 | | remain unpaid after application of the deceased party's estate. |
---|
2553 | 2553 | | The party, P.O.D. payee, or beneficiary is not liable in an amount |
---|
2554 | 2554 | | greater than the amount the party, P.O.D. payee, or beneficiary |
---|
2555 | 2555 | | received from the multiple-party account. |
---|
2556 | 2556 | | (c) A proceeding to assert liability under Subsection (b): |
---|
2557 | 2557 | | (1) may only be commenced if the personal |
---|
2558 | 2558 | | representative receives a written demand by a surviving spouse, a |
---|
2559 | 2559 | | creditor, or one acting for a minor child of the deceased party; and |
---|
2560 | 2560 | | (2) must be commenced on or before the second |
---|
2561 | 2561 | | anniversary of the death of the deceased party. |
---|
2562 | 2562 | | (d) Amounts recovered by the personal representative under |
---|
2563 | 2563 | | this section must be administered as part of the decedent's estate. |
---|
2564 | 2564 | | (Tex. Prob. Code, Sec. 442 (part).) |
---|
2565 | 2565 | | Sec. 113.253. NO EFFECT ON CERTAIN RIGHTS AND LIABILITIES |
---|
2566 | 2566 | | OF FINANCIAL INSTITUTIONS. This subchapter does not: |
---|
2567 | 2567 | | (1) affect the right of a financial institution to |
---|
2568 | 2568 | | make payment on multiple-party accounts according to the terms of |
---|
2569 | 2569 | | the account; or |
---|
2570 | 2570 | | (2) make the financial institution liable to the |
---|
2571 | 2571 | | estate of a deceased party unless, before payment, the institution |
---|
2572 | 2572 | | received written notice from the personal representative stating |
---|
2573 | 2573 | | the amounts needed to pay debts, taxes, claims, and expenses of |
---|
2574 | 2574 | | administration. (Tex. Prob. Code, Sec. 442 (part).) |
---|
2575 | 2575 | | [Chapters 114-120 reserved for expansion] |
---|
2576 | 2576 | | CHAPTER 121. SURVIVAL REQUIREMENTS |
---|
2577 | 2577 | | SUBCHAPTER A. GENERAL PROVISIONS |
---|
2578 | 2578 | | Sec. 121.001. APPLICABILITY OF CHAPTER |
---|
2579 | 2579 | | [Sections 121.002-121.050 reserved for expansion] |
---|
2580 | 2580 | | SUBCHAPTER B. SURVIVAL REQUIREMENT FOR INTESTATE SUCCESSION AND CERTAIN OTHER PURPOSES |
---|
2581 | 2581 | | CERTAIN OTHER PURPOSES |
---|
2582 | 2582 | | Sec. 121.051. APPLICABILITY OF SUBCHAPTER |
---|
2583 | 2583 | | Sec. 121.052. REQUIRED PERIOD OF SURVIVAL FOR |
---|
2584 | 2584 | | PURPOSES |
---|
2585 | 2585 | | Sec. 121.053. INTESTATE SUCCESSION: FAILURE TO |
---|
2586 | 2586 | | CIRCUMSTANCES |
---|
2587 | 2587 | | [Sections 121.054-121.100 reserved for expansion] |
---|
2588 | 2588 | | SUBCHAPTER C. SURVIVAL REQUIREMENTS FOR CERTAIN BENEFICIARIES |
---|
2589 | 2589 | | Sec. 121.101. REQUIRED PERIOD OF SURVIVAL FOR DEVISEE |
---|
2590 | 2590 | | Sec. 121.102. REQUIRED PERIOD OF SURVIVAL FOR |
---|
2591 | 2591 | | CONTINGENT BENEFICIARY |
---|
2592 | 2592 | | [Sections 121.103-121.150 reserved for expansion] |
---|
2593 | 2593 | | SUBCHAPTER D. DISTRIBUTION OF CERTAIN PROPERTY ON PERSON'S FAILURE TO SURVIVE FOR REQUIRED PERIOD |
---|
2594 | 2594 | | TO SURVIVE FOR REQUIRED PERIOD |
---|
2595 | 2595 | | Sec. 121.151. DISTRIBUTION OF COMMUNITY PROPERTY |
---|
2596 | 2596 | | Sec. 121.152. DISTRIBUTION OF PROPERTY OWNED BY JOINT |
---|
2597 | 2597 | | OWNERS |
---|
2598 | 2598 | | Sec. 121.153. DISTRIBUTION OF CERTAIN INSURANCE |
---|
2599 | 2599 | | PROCEEDS |
---|
2600 | 2600 | | CHAPTER 121. SURVIVAL REQUIREMENTS |
---|
2601 | 2601 | | SUBCHAPTER A. GENERAL PROVISIONS |
---|
2602 | 2602 | | Sec. 121.001. APPLICABILITY OF CHAPTER. This chapter does |
---|
2603 | 2603 | | not apply if provision has been made by will, living trust, deed, or |
---|
2604 | 2604 | | insurance contract, or in any other manner, for a disposition of |
---|
2605 | 2605 | | property that is different from the disposition of the property |
---|
2606 | 2606 | | that would be made if the provisions of this chapter applied. (Tex. |
---|
2607 | 2607 | | Prob. Code, Sec. 47(f).) |
---|
2608 | 2608 | | [Sections 121.002-121.050 reserved for expansion] |
---|
2609 | 2609 | | SUBCHAPTER B. SURVIVAL REQUIREMENT FOR INTESTATE SUCCESSION AND |
---|
2610 | 2610 | | CERTAIN OTHER PURPOSES |
---|
2611 | 2611 | | Sec. 121.051. APPLICABILITY OF SUBCHAPTER. This subchapter |
---|
2612 | 2612 | | does not apply if the application of this subchapter would result in |
---|
2613 | 2613 | | the escheat of an intestate estate. (Tex. Prob. Code, Sec. 47(a) |
---|
2614 | 2614 | | (part).) |
---|
2615 | 2615 | | Sec. 121.052. REQUIRED PERIOD OF SURVIVAL FOR INTESTATE |
---|
2616 | 2616 | | SUCCESSION AND CERTAIN OTHER PURPOSES. A person who does not |
---|
2617 | 2617 | | survive a decedent by 120 hours is considered to have predeceased |
---|
2618 | 2618 | | the decedent for purposes of the homestead allowance, exempt |
---|
2619 | 2619 | | property, and intestate succession, and the decedent's heirs are |
---|
2620 | 2620 | | determined accordingly, except as otherwise provided by this |
---|
2621 | 2621 | | chapter. (Tex. Prob. Code, Sec. 47(a) (part).) |
---|
2622 | 2622 | | Sec. 121.053. INTESTATE SUCCESSION: FAILURE TO SURVIVE |
---|
2623 | 2623 | | PRESUMED UNDER CERTAIN CIRCUMSTANCES. A person who, if the person |
---|
2624 | 2624 | | survived a decedent by 120 hours, would be the decedent's heir is |
---|
2625 | 2625 | | considered not to have survived the decedent for the required |
---|
2626 | 2626 | | period if: |
---|
2627 | 2627 | | (1) the time of death of the decedent or of the person, |
---|
2628 | 2628 | | or the times of death of both, cannot be determined; and |
---|
2629 | 2629 | | (2) the person's survival for the required period |
---|
2630 | 2630 | | after the decedent's death cannot be established. (Tex. Prob. |
---|
2631 | 2631 | | Code, Sec. 47(a) (part).) |
---|
2632 | 2632 | | [Sections 121.054-121.100 reserved for expansion] |
---|
2633 | 2633 | | SUBCHAPTER C. SURVIVAL REQUIREMENTS FOR CERTAIN BENEFICIARIES |
---|
2634 | 2634 | | Sec. 121.101. REQUIRED PERIOD OF SURVIVAL FOR DEVISEE. A |
---|
2635 | 2635 | | devisee who does not survive the testator by 120 hours is treated as |
---|
2636 | 2636 | | if the devisee predeceased the testator unless the testator's will |
---|
2637 | 2637 | | contains some language that: |
---|
2638 | 2638 | | (1) deals explicitly with simultaneous death or deaths |
---|
2639 | 2639 | | in a common disaster; or |
---|
2640 | 2640 | | (2) requires the devisee to survive the testator, or |
---|
2641 | 2641 | | to survive the testator for a stated period, to take under the will. |
---|
2642 | 2642 | | (Tex. Prob. Code, Sec. 47(c) (part).) |
---|
2643 | 2643 | | Sec. 121.102. REQUIRED PERIOD OF SURVIVAL FOR CONTINGENT |
---|
2644 | 2644 | | BENEFICIARY. (a) If property is disposed of in a manner that |
---|
2645 | 2645 | | conditions the right of a beneficiary to succeed to an interest in |
---|
2646 | 2646 | | the property on the beneficiary surviving another person, the |
---|
2647 | 2647 | | beneficiary is considered not to have survived the other person |
---|
2648 | 2648 | | unless the beneficiary survives the person by 120 hours, except as |
---|
2649 | 2649 | | provided by Subsection (b). |
---|
2650 | 2650 | | (b) If an interest in property is given alternatively to one |
---|
2651 | 2651 | | of two or more beneficiaries, with the right of each beneficiary to |
---|
2652 | 2652 | | take being dependent on that beneficiary surviving the other |
---|
2653 | 2653 | | beneficiary or beneficiaries, and all of the beneficiaries die |
---|
2654 | 2654 | | within a period of less than 120 hours, the property shall be |
---|
2655 | 2655 | | divided into as many equal portions as there are beneficiaries. The |
---|
2656 | 2656 | | portions shall be distributed respectively to those who would have |
---|
2657 | 2657 | | taken if each beneficiary had survived. (Tex. Prob. Code, Sec. |
---|
2658 | 2658 | | 47(c) (part).) |
---|
2659 | 2659 | | [Sections 121.103-121.150 reserved for expansion] |
---|
2660 | 2660 | | SUBCHAPTER D. DISTRIBUTION OF CERTAIN PROPERTY ON PERSON'S FAILURE |
---|
2661 | 2661 | | TO SURVIVE FOR REQUIRED PERIOD |
---|
2662 | 2662 | | Sec. 121.151. DISTRIBUTION OF COMMUNITY PROPERTY. (a) |
---|
2663 | 2663 | | This section applies to community property, including the proceeds |
---|
2664 | 2664 | | of life or accident insurance that are community property and |
---|
2665 | 2665 | | become payable to the estate of either the husband or wife. |
---|
2666 | 2666 | | (b) If a husband and wife die leaving community property but |
---|
2667 | 2667 | | neither survives the other by 120 hours, one-half of all community |
---|
2668 | 2668 | | property shall be distributed as if the husband had survived, and |
---|
2669 | 2669 | | the other one-half shall be distributed as if the wife had survived. |
---|
2670 | 2670 | | (Tex. Prob. Code, Sec. 47(b).) |
---|
2671 | 2671 | | Sec. 121.152. DISTRIBUTION OF PROPERTY OWNED BY JOINT |
---|
2672 | 2672 | | OWNERS. If property, including community property with a right of |
---|
2673 | 2673 | | survivorship, is owned so that one of two joint owners is entitled |
---|
2674 | 2674 | | to the whole of the property on the death of the other, but neither |
---|
2675 | 2675 | | survives the other by 120 hours, one-half of the property shall be |
---|
2676 | 2676 | | distributed as if one joint owner had survived, and the other |
---|
2677 | 2677 | | one-half shall be distributed as if the other joint owner had |
---|
2678 | 2678 | | survived. If there are more than two joint owners and all of the |
---|
2679 | 2679 | | joint owners die within a period of less than 120 hours, the |
---|
2680 | 2680 | | property shall be divided into as many equal portions as there are |
---|
2681 | 2681 | | joint owners and the portions shall be distributed respectively to |
---|
2682 | 2682 | | those who would have taken if each joint owner survived. (Tex. |
---|
2683 | 2683 | | Prob. Code, Sec. 47(d).) |
---|
2684 | 2684 | | Sec. 121.153. DISTRIBUTION OF CERTAIN INSURANCE PROCEEDS. |
---|
2685 | 2685 | | (a) If the insured under a life or accident insurance policy and a |
---|
2686 | 2686 | | beneficiary of the proceeds of that policy die within a period of |
---|
2687 | 2687 | | less than 120 hours, the insured is considered to have survived the |
---|
2688 | 2688 | | beneficiary for the purpose of determining the rights under the |
---|
2689 | 2689 | | policy of the beneficiary or beneficiaries as such. |
---|
2690 | 2690 | | (b) This section does not prevent the applicability of |
---|
2691 | 2691 | | Section 121.151 to proceeds of life or accident insurance that are |
---|
2692 | 2692 | | community property. (Tex. Prob. Code, Sec. 47(e).) |
---|
2693 | 2693 | | CHAPTER 122. DISCLAIMERS AND ASSIGNMENTS |
---|
2694 | 2694 | | SUBCHAPTER A. GENERAL PROVISIONS RELATING TO DISCLAIMER |
---|
2695 | 2695 | | Sec. 122.001. DEFINITIONS |
---|
2696 | 2696 | | Sec. 122.002. WHO MAY DISCLAIM |
---|
2697 | 2697 | | Sec. 122.003. EFFECTIVE DATE; CREDITORS' CLAIMS |
---|
2698 | 2698 | | Sec. 122.004. DISCLAIMER IRREVOCABLE |
---|
2699 | 2699 | | Sec. 122.005. POWER TO PROVIDE METHOD OF DISCLAIMER |
---|
2700 | 2700 | | [Sections 122.006-122.050 reserved for expansion] |
---|
2701 | 2701 | | SUBCHAPTER B. FORM, FILING, AND NOTICE OF DISCLAIMER |
---|
2702 | 2702 | | Sec. 122.051. FORM |
---|
2703 | 2703 | | Sec. 122.052. FILING IN PROBATE COURT |
---|
2704 | 2704 | | Sec. 122.053. FILING IN COUNTY OF DECEDENT'S RESIDENCE |
---|
2705 | 2705 | | Sec. 122.054. NONRESIDENT DECEDENT |
---|
2706 | 2706 | | Sec. 122.055. FILING DEADLINE |
---|
2707 | 2707 | | Sec. 122.056. NOTICE |
---|
2708 | 2708 | | [Sections 122.057-122.100 reserved for expansion] |
---|
2709 | 2709 | | SUBCHAPTER C. EFFECT OF DISCLAIMER |
---|
2710 | 2710 | | Sec. 122.101. EFFECT |
---|
2711 | 2711 | | Sec. 122.102. INEFFECTIVE DISCLAIMER |
---|
2712 | 2712 | | Sec. 122.103. SUBSEQUENT DISCLAIMER |
---|
2713 | 2713 | | Sec. 122.104. DISCLAIMER AFTER ACCEPTANCE |
---|
2714 | 2714 | | Sec. 122.105. INTEREST IN TRUST PROPERTY |
---|
2715 | 2715 | | Sec. 122.106. INTEREST IN SECURITIES |
---|
2716 | 2716 | | [Sections 122.107-122.150 reserved for expansion] |
---|
2717 | 2717 | | SUBCHAPTER D. PARTIAL DISCLAIMER |
---|
2718 | 2718 | | Sec. 122.151. PARTIAL DISCLAIMER |
---|
2719 | 2719 | | Sec. 122.152. EFFECT OF PARTIAL DISCLAIMER |
---|
2720 | 2720 | | Sec. 122.153. PARTIAL DISCLAIMER BY SPOUSE |
---|
2721 | 2721 | | [Sections 122.154-122.200 reserved for expansion] |
---|
2722 | 2722 | | SUBCHAPTER E. ASSIGNMENT OF INTEREST |
---|
2723 | 2723 | | Sec. 122.201. ASSIGNMENT |
---|
2724 | 2724 | | Sec. 122.202. FILING OF ASSIGNMENT |
---|
2725 | 2725 | | Sec. 122.203. NOTICE |
---|
2726 | 2726 | | Sec. 122.204. FAILURE TO COMPLY |
---|
2727 | 2727 | | Sec. 122.205. GIFT |
---|
2728 | 2728 | | Sec. 122.206. SPENDTHRIFT PROVISION |
---|
2729 | 2729 | | CHAPTER 122. DISCLAIMERS AND ASSIGNMENTS |
---|
2730 | 2730 | | SUBCHAPTER A. GENERAL PROVISIONS RELATING TO DISCLAIMER |
---|
2731 | 2731 | | Sec. 122.001. DEFINITIONS. In this chapter, other than |
---|
2732 | 2732 | | Subchapter E: |
---|
2733 | 2733 | | (1) "Beneficiary" includes a person who would have |
---|
2734 | 2734 | | been entitled, if the person had not made a disclaimer, to receive |
---|
2735 | 2735 | | property as a result of the death of another person: |
---|
2736 | 2736 | | (A) by inheritance; |
---|
2737 | 2737 | | (B) under a will; |
---|
2738 | 2738 | | (C) by an agreement between spouses for community |
---|
2739 | 2739 | | property with a right of survivorship; |
---|
2740 | 2740 | | (D) by a joint tenancy with a right of |
---|
2741 | 2741 | | survivorship; |
---|
2742 | 2742 | | (E) by a survivorship agreement, account, or |
---|
2743 | 2743 | | interest in which the interest of the decedent passes to a surviving |
---|
2744 | 2744 | | beneficiary; |
---|
2745 | 2745 | | (F) by an insurance, annuity, endowment, |
---|
2746 | 2746 | | employment, deferred compensation, or other contract or |
---|
2747 | 2747 | | arrangement; or |
---|
2748 | 2748 | | (G) under a pension, profit sharing, thrift, |
---|
2749 | 2749 | | stock bonus, life insurance, survivor income, incentive, or other |
---|
2750 | 2750 | | plan or program providing retirement, welfare, or fringe benefits |
---|
2751 | 2751 | | with respect to an employee or a self-employed individual. |
---|
2752 | 2752 | | (2) "Disclaimer" includes renunciation. |
---|
2753 | 2753 | | (3) "Property" includes all legal and equitable |
---|
2754 | 2754 | | interests, powers, and property, present or future, vested or |
---|
2755 | 2755 | | contingent, and beneficial or burdensome, in whole or in part. |
---|
2756 | 2756 | | (Tex. Prob. Code, Sec. 37A(e).) |
---|
2757 | 2757 | | Sec. 122.002. WHO MAY DISCLAIM. (a) A person who may be |
---|
2758 | 2758 | | entitled to receive property as a beneficiary who on or after |
---|
2759 | 2759 | | September 1, 1977, intends to irrevocably disclaim all or any part |
---|
2760 | 2760 | | of the property shall evidence the disclaimer as provided by this |
---|
2761 | 2761 | | chapter. |
---|
2762 | 2762 | | (b) Subject to Subsection (c), the legally authorized |
---|
2763 | 2763 | | representative of a person who may be entitled to receive property |
---|
2764 | 2764 | | as a beneficiary who on or after September 1, 1977, intends to |
---|
2765 | 2765 | | irrevocably disclaim all or any part of the property on the |
---|
2766 | 2766 | | beneficiary's behalf shall evidence the disclaimer as provided by |
---|
2767 | 2767 | | this chapter. |
---|
2768 | 2768 | | (c) A disclaimer made by a legally authorized |
---|
2769 | 2769 | | representative described by Subsection (d)(1), (2), or (3), other |
---|
2770 | 2770 | | than an independent executor, must be made with prior court |
---|
2771 | 2771 | | approval of the court that has or would have jurisdiction over the |
---|
2772 | 2772 | | legally authorized representative. A disclaimer made by an |
---|
2773 | 2773 | | independent executor on behalf of a decedent may be made without |
---|
2774 | 2774 | | prior court approval. |
---|
2775 | 2775 | | (d) In this section, "legally authorized representative" |
---|
2776 | 2776 | | means: |
---|
2777 | 2777 | | (1) a guardian if the person entitled to receive the |
---|
2778 | 2778 | | property as a beneficiary is an incapacitated person; |
---|
2779 | 2779 | | (2) a guardian ad litem if the person entitled to |
---|
2780 | 2780 | | receive the property as a beneficiary is an unborn or unascertained |
---|
2781 | 2781 | | person; |
---|
2782 | 2782 | | (3) a personal representative, including an |
---|
2783 | 2783 | | independent executor, if the person entitled to receive the |
---|
2784 | 2784 | | property as a beneficiary is a decedent; or |
---|
2785 | 2785 | | (4) an attorney in fact or agent appointed under a |
---|
2786 | 2786 | | durable power of attorney authorizing disclaimers if the person |
---|
2787 | 2787 | | entitled to receive the property as a beneficiary executed the |
---|
2788 | 2788 | | power of attorney as a principal. (Tex. Prob. Code, Sec. 37A(a).) |
---|
2789 | 2789 | | Sec. 122.003. EFFECTIVE DATE; CREDITORS' CLAIMS. (a) A |
---|
2790 | 2790 | | disclaimer evidenced as provided by this chapter is effective for |
---|
2791 | 2791 | | all purposes as of the date of the decedent's death. |
---|
2792 | 2792 | | (b) Property disclaimed in accordance with this chapter is |
---|
2793 | 2793 | | not subject to the claims of a creditor of the disclaimant. (Tex. |
---|
2794 | 2794 | | Prob. Code, Sec. 37A(b).) |
---|
2795 | 2795 | | Sec. 122.004. DISCLAIMER IRREVOCABLE. A disclaimer that is |
---|
2796 | 2796 | | filed and served as provided by this chapter is irrevocable. (Tex. |
---|
2797 | 2797 | | Prob. Code, Sec. 37A(k).) |
---|
2798 | 2798 | | Sec. 122.005. POWER TO PROVIDE METHOD OF DISCLAIMER. A |
---|
2799 | 2799 | | will, insurance policy, employee benefit agreement, or other |
---|
2800 | 2800 | | instrument may provide for the making of a disclaimer by a |
---|
2801 | 2801 | | beneficiary of an interest receivable under that instrument and for |
---|
2802 | 2802 | | the disposition of disclaimed property in a manner different than |
---|
2803 | 2803 | | provided by this chapter. (Tex. Prob. Code, Sec. 37A(j).) |
---|
2804 | 2804 | | [Sections 122.006-122.050 reserved for expansion] |
---|
2805 | 2805 | | SUBCHAPTER B. FORM, FILING, AND NOTICE OF DISCLAIMER |
---|
2806 | 2806 | | Sec. 122.051. FORM. A disclaimer of property receivable by |
---|
2807 | 2807 | | a beneficiary must be evidenced by written memorandum acknowledged |
---|
2808 | 2808 | | before: |
---|
2809 | 2809 | | (1) a notary public; or |
---|
2810 | 2810 | | (2) another person authorized to take acknowledgments |
---|
2811 | 2811 | | of conveyances of real estate. (Tex. Prob. Code, Sec. 37A(g).) |
---|
2812 | 2812 | | Sec. 122.052. FILING IN PROBATE COURT. Except as provided |
---|
2813 | 2813 | | by Sections 122.053 and 122.054, the written memorandum of |
---|
2814 | 2814 | | disclaimer must be filed in the probate court in which: |
---|
2815 | 2815 | | (1) the decedent's will has been probated; |
---|
2816 | 2816 | | (2) proceedings have commenced for the administration |
---|
2817 | 2817 | | of the decedent's estate; or |
---|
2818 | 2818 | | (3) an application has been filed for probate of the |
---|
2819 | 2819 | | decedent's will or administration of the decedent's estate. (Tex. |
---|
2820 | 2820 | | Prob. Code, Sec. 37A(h) (part).) |
---|
2821 | 2821 | | Sec. 122.053. FILING IN COUNTY OF DECEDENT'S RESIDENCE. |
---|
2822 | 2822 | | The written memorandum of disclaimer must be filed with the county |
---|
2823 | 2823 | | clerk of the county of the decedent's residence on the date of the |
---|
2824 | 2824 | | decedent's death if: |
---|
2825 | 2825 | | (1) the administration of the decedent's estate is |
---|
2826 | 2826 | | closed; |
---|
2827 | 2827 | | (2) one year has expired since the date letters |
---|
2828 | 2828 | | testamentary were issued in an independent administration; |
---|
2829 | 2829 | | (3) a will of the decedent has not been probated or |
---|
2830 | 2830 | | filed for probate; |
---|
2831 | 2831 | | (4) administration of the decedent's estate has not |
---|
2832 | 2832 | | commenced; or |
---|
2833 | 2833 | | (5) an application for administration of the |
---|
2834 | 2834 | | decedent's estate has not been filed. (Tex. Prob. Code, Sec. 37A(h) |
---|
2835 | 2835 | | (part).) |
---|
2836 | 2836 | | Sec. 122.054. NONRESIDENT DECEDENT. If the decedent is not |
---|
2837 | 2837 | | a resident of this state on the date of the decedent's death and the |
---|
2838 | 2838 | | disclaimer is of real property that is located in this state, the |
---|
2839 | 2839 | | written memorandum of disclaimer must be: |
---|
2840 | 2840 | | (1) filed with the county clerk of the county in which |
---|
2841 | 2841 | | the real property is located; and |
---|
2842 | 2842 | | (2) recorded by the county clerk in the deed records of |
---|
2843 | 2843 | | that county. (Tex. Prob. Code, Sec. 37A(h) (part).) |
---|
2844 | 2844 | | Sec. 122.055. FILING DEADLINE. (a) Except as provided by |
---|
2845 | 2845 | | Subsection (c), a written memorandum of disclaimer of a present |
---|
2846 | 2846 | | interest must be filed not later than nine months after the date of |
---|
2847 | 2847 | | the decedent's death. |
---|
2848 | 2848 | | (b) Except as provided by Subsection (c), a written |
---|
2849 | 2849 | | memorandum of disclaimer of a future interest may be filed not later |
---|
2850 | 2850 | | than nine months after the date of the event determining that the |
---|
2851 | 2851 | | taker of the property or interest is finally ascertained and the |
---|
2852 | 2852 | | taker's interest is indefeasibly vested. |
---|
2853 | 2853 | | (c) If the beneficiary is a charitable organization or a |
---|
2854 | 2854 | | governmental agency of the state, a written memorandum of |
---|
2855 | 2855 | | disclaimer of a present or future interest must be filed not later |
---|
2856 | 2856 | | than the later of: |
---|
2857 | 2857 | | (1) the first anniversary of the date the beneficiary |
---|
2858 | 2858 | | receives the notice required by Subchapter A, Chapter 308; or |
---|
2859 | 2859 | | (2) the expiration of the six-month period following |
---|
2860 | 2860 | | the date the personal representative files the inventory, |
---|
2861 | 2861 | | appraisement, and list of claims due or owing to the estate. (Tex. |
---|
2862 | 2862 | | Prob. Code, Sec. 37A(h) (part).) |
---|
2863 | 2863 | | Sec. 122.056. NOTICE. (a) Except as provided by Subsection |
---|
2864 | 2864 | | (b), a copy of the written memorandum of disclaimer shall be |
---|
2865 | 2865 | | delivered in person to, or mailed by registered or certified mail to |
---|
2866 | 2866 | | and received by, the legal representative of the transferor of the |
---|
2867 | 2867 | | interest or the holder of legal title to the property to which the |
---|
2868 | 2868 | | disclaimer relates not later than nine months after: |
---|
2869 | 2869 | | (1) the date of the decedent's death; or |
---|
2870 | 2870 | | (2) if the interest is a future interest, the date the |
---|
2871 | 2871 | | person who will receive the property or interest is finally |
---|
2872 | 2872 | | ascertained and the person's interest is indefeasibly vested. |
---|
2873 | 2873 | | (b) If the beneficiary is a charitable organization or a |
---|
2874 | 2874 | | governmental agency of this state, notice of a disclaimer required |
---|
2875 | 2875 | | by Subsection (a) must be filed not later than the later of: |
---|
2876 | 2876 | | (1) the first anniversary of the date the beneficiary |
---|
2877 | 2877 | | receives the notice required by Subchapter A, Chapter 308; or |
---|
2878 | 2878 | | (2) the expiration of the six-month period following |
---|
2879 | 2879 | | the date the personal representative files the inventory, |
---|
2880 | 2880 | | appraisement, and list of claims due or owing to the estate. (Tex. |
---|
2881 | 2881 | | Prob. Code, Sec. 37A(i).) |
---|
2882 | 2882 | | [Sections 122.057-122.100 reserved for expansion] |
---|
2883 | 2883 | | SUBCHAPTER C. EFFECT OF DISCLAIMER |
---|
2884 | 2884 | | Sec. 122.101. EFFECT. Unless the decedent's will provides |
---|
2885 | 2885 | | otherwise: |
---|
2886 | 2886 | | (1) property subject to a disclaimer passes as if the |
---|
2887 | 2887 | | person disclaiming or on whose behalf a disclaimer is made had |
---|
2888 | 2888 | | predeceased the decedent; and |
---|
2889 | 2889 | | (2) a future interest that would otherwise take effect |
---|
2890 | 2890 | | in possession or enjoyment after the termination of the estate or |
---|
2891 | 2891 | | interest that is disclaimed takes effect as if the disclaiming |
---|
2892 | 2892 | | beneficiary had predeceased the decedent. (Tex. Prob. Code, Sec. |
---|
2893 | 2893 | | 37A(c).) |
---|
2894 | 2894 | | Sec. 122.102. INEFFECTIVE DISCLAIMER. (a) Except as |
---|
2895 | 2895 | | provided by Subsection (b), a disclaimer that does not comply with |
---|
2896 | 2896 | | this chapter is ineffective. |
---|
2897 | 2897 | | (b) A disclaimer otherwise ineffective under Subsection (a) |
---|
2898 | 2898 | | is effective as an assignment of the disclaimed property to those |
---|
2899 | 2899 | | who would have received the property had the person attempting the |
---|
2900 | 2900 | | disclaimer died before the decedent. (Tex. Prob. Code, Sec. |
---|
2901 | 2901 | | 37A(d).) |
---|
2902 | 2902 | | Sec. 122.103. SUBSEQUENT DISCLAIMER. This chapter does not |
---|
2903 | 2903 | | prevent a person who is entitled to property as the result of a |
---|
2904 | 2904 | | disclaimer from subsequently disclaiming the property. (Tex. Prob. |
---|
2905 | 2905 | | Code, Sec. 37A(f).) |
---|
2906 | 2906 | | Sec. 122.104. DISCLAIMER AFTER ACCEPTANCE. A disclaimer is |
---|
2907 | 2907 | | not effective if the person making the disclaimer has previously |
---|
2908 | 2908 | | accepted the property by taking possession or exercising dominion |
---|
2909 | 2909 | | and control of the property as a beneficiary. (Tex. Prob. Code, |
---|
2910 | 2910 | | Sec. 37A(n).) |
---|
2911 | 2911 | | Sec. 122.105. INTEREST IN TRUST PROPERTY. A beneficiary |
---|
2912 | 2912 | | who accepts an interest in a trust is not considered to have a |
---|
2913 | 2913 | | direct or indirect interest in trust property that relates to a |
---|
2914 | 2914 | | licensed or permitted business and over which the beneficiary |
---|
2915 | 2915 | | exercises no control. (Tex. Prob. Code, Sec. 37A(o) (part).) |
---|
2916 | 2916 | | Sec. 122.106. INTEREST IN SECURITIES. Direct or indirect |
---|
2917 | 2917 | | beneficial ownership of not more than five percent of any class of |
---|
2918 | 2918 | | equity securities that is registered under the Securities Exchange |
---|
2919 | 2919 | | Act of 1934 (15 U.S.C. Section 78a et seq.) is not considered an |
---|
2920 | 2920 | | ownership interest in the business of the issuer of the securities |
---|
2921 | 2921 | | within the meaning of any statute, pursuant thereto. (Tex. Prob. |
---|
2922 | 2922 | | Code, Sec. 37A(o) (part).) |
---|
2923 | 2923 | | [Sections 122.107-122.150 reserved for expansion] |
---|
2924 | 2924 | | SUBCHAPTER D. PARTIAL DISCLAIMER |
---|
2925 | 2925 | | Sec. 122.151. PARTIAL DISCLAIMER. A person who may be |
---|
2926 | 2926 | | entitled to receive property as a beneficiary may wholly or partly |
---|
2927 | 2927 | | disclaim the property, including: |
---|
2928 | 2928 | | (1) specific powers of invasion; |
---|
2929 | 2929 | | (2) powers of appointment; and |
---|
2930 | 2930 | | (3) fee estate in favor of life estates. (Tex. Prob. |
---|
2931 | 2931 | | Code, Sec. 37A(l) (part).) |
---|
2932 | 2932 | | Sec. 122.152. EFFECT OF PARTIAL DISCLAIMER. A partial |
---|
2933 | 2933 | | disclaimer in accordance with this chapter is effective whether the |
---|
2934 | 2934 | | property disclaimed constitutes a portion of a single, aggregate |
---|
2935 | 2935 | | gift or constitutes part or all of a separate, independent gift, |
---|
2936 | 2936 | | except that: |
---|
2937 | 2937 | | (1) a partial disclaimer is effective only with |
---|
2938 | 2938 | | respect to property expressly described or referred to by category |
---|
2939 | 2939 | | in the disclaimer; and |
---|
2940 | 2940 | | (2) a partial disclaimer of property subject to a |
---|
2941 | 2941 | | burdensome interest created by the decedent's will is not effective |
---|
2942 | 2942 | | unless the property constitutes a gift separate and distinct from |
---|
2943 | 2943 | | undisclaimed gifts. (Tex. Prob. Code, Sec. 37A(l) (part).) |
---|
2944 | 2944 | | Sec. 122.153. PARTIAL DISCLAIMER BY SPOUSE. A disclaimer |
---|
2945 | 2945 | | by the decedent's surviving spouse of a transfer by the decedent is |
---|
2946 | 2946 | | not a disclaimer by the surviving spouse of all or any part of any |
---|
2947 | 2947 | | other transfer from the decedent to or for the benefit of the |
---|
2948 | 2948 | | surviving spouse, regardless of whether the property or interest |
---|
2949 | 2949 | | that would have passed under the disclaimed transfer passes because |
---|
2950 | 2950 | | of the disclaimer to or for the benefit of the surviving spouse by |
---|
2951 | 2951 | | the other transfer. (Tex. Prob. Code, Sec. 37A(m).) |
---|
2952 | 2952 | | [Sections 122.154-122.200 reserved for expansion] |
---|
2953 | 2953 | | SUBCHAPTER E. ASSIGNMENT OF INTEREST |
---|
2954 | 2954 | | Sec. 122.201. ASSIGNMENT. A person who is entitled to |
---|
2955 | 2955 | | receive property or an interest in property from a decedent under a |
---|
2956 | 2956 | | will, by inheritance, or as a beneficiary under a life insurance |
---|
2957 | 2957 | | contract, and does not disclaim the property under this chapter may |
---|
2958 | 2958 | | assign the property or interest in property to any person. (Tex. |
---|
2959 | 2959 | | Prob. Code, Sec. 37B(a).) |
---|
2960 | 2960 | | Sec. 122.202. FILING OF ASSIGNMENT. An assignment may, at |
---|
2961 | 2961 | | the request of the assignor, be filed as provided for the filing of |
---|
2962 | 2962 | | a disclaimer under Subchapter B. (Tex. Prob. Code, Sec. 37B(b) |
---|
2963 | 2963 | | (part).) |
---|
2964 | 2964 | | Sec. 122.203. NOTICE. Notice of the filing of an assignment |
---|
2965 | 2965 | | as provided by Section 122.202 must be served as required by Section |
---|
2966 | 2966 | | 122.056 for notice of a disclaimer. (Tex. Prob. Code, Sec. 37B(b) |
---|
2967 | 2967 | | (part).) |
---|
2968 | 2968 | | Sec. 122.204. FAILURE TO COMPLY. Failure to comply with |
---|
2969 | 2969 | | Subchapters A, B, C, and D does not affect an assignment. (Tex. |
---|
2970 | 2970 | | Prob. Code, Sec. 37B(c).) |
---|
2971 | 2971 | | Sec. 122.205. GIFT. An assignment under this subchapter is |
---|
2972 | 2972 | | a gift to the assignee and is not a disclaimer under Subchapters A, |
---|
2973 | 2973 | | B, C, and D. (Tex. Prob. Code, Sec. 37B(d).) |
---|
2974 | 2974 | | Sec. 122.206. SPENDTHRIFT PROVISION. An assignment of |
---|
2975 | 2975 | | property or interest that would defeat a spendthrift provision |
---|
2976 | 2976 | | imposed in a trust may not be made under this subchapter. (Tex. |
---|
2977 | 2977 | | Prob. Code, Sec. 37B(e).) |
---|
2978 | 2978 | | CHAPTER 123. DISSOLUTION OF MARRIAGE |
---|
2979 | 2979 | | SUBCHAPTER A. EFFECT OF DISSOLUTION OF MARRIAGE ON WILL |
---|
2980 | 2980 | | Sec. 123.001. WILL PROVISIONS MADE BEFORE DISSOLUTION |
---|
2981 | 2981 | | OF MARRIAGE |
---|
2982 | 2982 | | Sec. 123.002. TREATMENT OF DECEDENT'S FORMER SPOUSE |
---|
2983 | 2983 | | [Sections 123.003-123.050 reserved for expansion] |
---|
2984 | 2984 | | SUBCHAPTER B. EFFECT OF DISSOLUTION OF MARRIAGE ON CERTAIN NONTESTAMENTARY TRANSFERS |
---|
2985 | 2985 | | NONTESTAMENTARY TRANSFERS |
---|
2986 | 2986 | | Sec. 123.051. DEFINITIONS |
---|
2987 | 2987 | | Sec. 123.052. REVOCATION OF CERTAIN NONTESTAMENTARY |
---|
2988 | 2988 | | OR PLANS |
---|
2989 | 2989 | | Sec. 123.053. EFFECT OF REVOCATION |
---|
2990 | 2990 | | Sec. 123.054. LIABILITY OF CERTAIN PURCHASERS OR |
---|
2991 | 2991 | | BENEFITS, OR PROPERTY |
---|
2992 | 2992 | | Sec. 123.055. LIABILITY OF FORMER SPOUSE FOR CERTAIN |
---|
2993 | 2993 | | PAYMENTS, BENEFITS, OR PROPERTY |
---|
2994 | 2994 | | [Sections 123.056-123.100 reserved for expansion] |
---|
2995 | 2995 | | SUBCHAPTER C. CERTAIN MARRIAGES VOIDABLE AFTER DEATH |
---|
2996 | 2996 | | Sec. 123.101. PROCEEDING TO VOID MARRIAGE BASED ON |
---|
2997 | 2997 | | DEATH |
---|
2998 | 2998 | | Sec. 123.102. APPLICATION TO VOID MARRIAGE AFTER DEATH |
---|
2999 | 2999 | | Sec. 123.103. ACTION ON APPLICATION TO VOID MARRIAGE |
---|
3000 | 3000 | | AFTER DEATH |
---|
3001 | 3001 | | Sec. 123.104. EFFECT OF VOIDED MARRIAGE |
---|
3002 | 3002 | | CHAPTER 123. DISSOLUTION OF MARRIAGE |
---|
3003 | 3003 | | SUBCHAPTER A. EFFECT OF DISSOLUTION OF MARRIAGE ON WILL |
---|
3004 | 3004 | | Sec. 123.001. WILL PROVISIONS MADE BEFORE DISSOLUTION OF |
---|
3005 | 3005 | | MARRIAGE. (a) In this section, "relative" means an individual |
---|
3006 | 3006 | | related to another individual by: |
---|
3007 | 3007 | | (1) consanguinity, as determined under Section |
---|
3008 | 3008 | | 573.022, Government Code; or |
---|
3009 | 3009 | | (2) affinity, as determined under Section 573.024, |
---|
3010 | 3010 | | Government Code. |
---|
3011 | 3011 | | (b) If, after the testator makes a will, the testator's |
---|
3012 | 3012 | | marriage is dissolved by divorce, annulment, or a declaration that |
---|
3013 | 3013 | | the marriage is void, all provisions in the will, including all |
---|
3014 | 3014 | | fiduciary appointments, shall be read as if the former spouse and |
---|
3015 | 3015 | | each relative of the former spouse who is not a relative of the |
---|
3016 | 3016 | | testator failed to survive the testator, unless the will expressly |
---|
3017 | 3017 | | provides otherwise. (Tex. Prob. Code, Secs. 69(a), (b).) |
---|
3018 | 3018 | | Sec. 123.002. TREATMENT OF DECEDENT'S FORMER SPOUSE. A |
---|
3019 | 3019 | | person is not a surviving spouse of a decedent if the person's |
---|
3020 | 3020 | | marriage to the decedent has been dissolved by divorce, annulment, |
---|
3021 | 3021 | | or a declaration that the marriage is void, unless: |
---|
3022 | 3022 | | (1) as the result of a subsequent marriage, the person |
---|
3023 | 3023 | | is married to the decedent at the time of death; and |
---|
3024 | 3024 | | (2) the subsequent marriage is not declared void under |
---|
3025 | 3025 | | Subchapter C. (Tex. Prob. Code, Sec. 69(c).) |
---|
3026 | 3026 | | [Sections 123.003-123.050 reserved for expansion] |
---|
3027 | 3027 | | SUBCHAPTER B. EFFECT OF DISSOLUTION OF MARRIAGE ON CERTAIN |
---|
3028 | 3028 | | NONTESTAMENTARY TRANSFERS |
---|
3029 | 3029 | | Sec. 123.051. DEFINITIONS. In this subchapter: |
---|
3030 | 3030 | | (1) "Disposition or appointment of property" includes |
---|
3031 | 3031 | | a transfer of property to or a provision of another benefit to a |
---|
3032 | 3032 | | beneficiary under a trust instrument. |
---|
3033 | 3033 | | (2) "Divorced individual" means an individual whose |
---|
3034 | 3034 | | marriage has been dissolved by divorce or annulment. |
---|
3035 | 3035 | | (3) "Revocable," with respect to a disposition, |
---|
3036 | 3036 | | appointment, provision, or nomination, means a disposition to, |
---|
3037 | 3037 | | appointment of, provision in favor of, or nomination of an |
---|
3038 | 3038 | | individual's spouse that is contained in a trust instrument |
---|
3039 | 3039 | | executed by the individual before the dissolution of the |
---|
3040 | 3040 | | individual's marriage to the spouse and that the individual was |
---|
3041 | 3041 | | solely empowered by law or by the trust instrument to revoke |
---|
3042 | 3042 | | regardless of whether the individual had the capacity to exercise |
---|
3043 | 3043 | | the power at that time. (Tex. Prob. Code, Sec. 471.) |
---|
3044 | 3044 | | Sec. 123.052. REVOCATION OF CERTAIN NONTESTAMENTARY |
---|
3045 | 3045 | | TRANSFERS; TREATMENT OF FORMER SPOUSE AS BENEFICIARY UNDER CERTAIN |
---|
3046 | 3046 | | POLICIES OR PLANS. (a) The dissolution of the marriage revokes a |
---|
3047 | 3047 | | provision in a trust instrument that was executed by a divorced |
---|
3048 | 3048 | | individual before the individual's marriage was dissolved and that: |
---|
3049 | 3049 | | (1) is a revocable disposition or appointment of |
---|
3050 | 3050 | | property made to the individual's former spouse; |
---|
3051 | 3051 | | (2) confers a general or special power of appointment |
---|
3052 | 3052 | | on the individual's former spouse; or |
---|
3053 | 3053 | | (3) nominates the individual's former spouse to serve: |
---|
3054 | 3054 | | (A) as a personal representative, trustee, |
---|
3055 | 3055 | | conservator, agent, or guardian; or |
---|
3056 | 3056 | | (B) in another fiduciary or representative |
---|
3057 | 3057 | | capacity. |
---|
3058 | 3058 | | (b) Subsection (a) does not apply if one of the following |
---|
3059 | 3059 | | provides otherwise: |
---|
3060 | 3060 | | (1) a court order; |
---|
3061 | 3061 | | (2) the express terms of a trust instrument executed |
---|
3062 | 3062 | | by the divorced individual before the individual's marriage was |
---|
3063 | 3063 | | dissolved; or |
---|
3064 | 3064 | | (3) an express provision of a contract relating to the |
---|
3065 | 3065 | | division of the marital estate entered into between the divorced |
---|
3066 | 3066 | | individual and the individual's former spouse before, during, or |
---|
3067 | 3067 | | after the marriage. |
---|
3068 | 3068 | | (c) Sections 9.301 and 9.302, Family Code, govern the |
---|
3069 | 3069 | | designation of a former spouse as a beneficiary of certain life |
---|
3070 | 3070 | | insurance policies or as a beneficiary under certain retirement |
---|
3071 | 3071 | | benefit plans or other financial plans. (Tex. Prob. Code, Sec. |
---|
3072 | 3072 | | 472(a); New.) |
---|
3073 | 3073 | | Sec. 123.053. EFFECT OF REVOCATION. (a) An interest granted |
---|
3074 | 3074 | | in a provision of a trust instrument that is revoked under Section |
---|
3075 | 3075 | | 123.052(a)(1) or (2) passes as if the former spouse of the divorced |
---|
3076 | 3076 | | individual who executed the trust instrument disclaimed the |
---|
3077 | 3077 | | interest granted in the provision. |
---|
3078 | 3078 | | (b) An interest granted in a provision of a trust instrument |
---|
3079 | 3079 | | that is revoked under Section 123.052(a)(3) passes as if the former |
---|
3080 | 3080 | | spouse died immediately before the dissolution of the marriage. |
---|
3081 | 3081 | | (Tex. Prob. Code, Sec. 472(b).) |
---|
3082 | 3082 | | Sec. 123.054. LIABILITY OF CERTAIN PURCHASERS OR RECIPIENTS |
---|
3083 | 3083 | | OF CERTAIN PAYMENTS, BENEFITS, OR PROPERTY. A bona fide purchaser |
---|
3084 | 3084 | | of property from a divorced individual's former spouse or a person |
---|
3085 | 3085 | | who receives from the former spouse a payment, benefit, or property |
---|
3086 | 3086 | | in partial or full satisfaction of an enforceable obligation: |
---|
3087 | 3087 | | (1) is not required by this subchapter to return the |
---|
3088 | 3088 | | payment, benefit, or property; and |
---|
3089 | 3089 | | (2) is not liable under this subchapter for the amount |
---|
3090 | 3090 | | of the payment or the value of the property or benefit. (Tex. Prob. |
---|
3091 | 3091 | | Code, Sec. 473(a).) |
---|
3092 | 3092 | | Sec. 123.055. LIABILITY OF FORMER SPOUSE FOR CERTAIN |
---|
3093 | 3093 | | PAYMENTS, BENEFITS, OR PROPERTY. A divorced individual's former |
---|
3094 | 3094 | | spouse who, not for value, receives a payment, benefit, or property |
---|
3095 | 3095 | | to which the former spouse is not entitled as a result of Sections |
---|
3096 | 3096 | | 123.052(a) and (b): |
---|
3097 | 3097 | | (1) shall return the payment, benefit, or property to |
---|
3098 | 3098 | | the person who is entitled to the payment, benefit, or property |
---|
3099 | 3099 | | under this subchapter; or |
---|
3100 | 3100 | | (2) is personally liable to the person described by |
---|
3101 | 3101 | | Subdivision (1) for the amount of the payment or the value of the |
---|
3102 | 3102 | | benefit or property received, as applicable. (Tex. Prob. Code, |
---|
3103 | 3103 | | Sec. 473(b).) |
---|
3104 | 3104 | | [Sections 123.056-123.100 reserved for expansion] |
---|
3105 | 3105 | | SUBCHAPTER C. CERTAIN MARRIAGES VOIDABLE AFTER DEATH |
---|
3106 | 3106 | | Sec. 123.101. PROCEEDING TO VOID MARRIAGE BASED ON MENTAL |
---|
3107 | 3107 | | CAPACITY PENDING AT TIME OF DEATH. (a) If a proceeding under Chapter |
---|
3108 | 3108 | | 6, Family Code, to declare a marriage void based on the lack of |
---|
3109 | 3109 | | mental capacity of one of the parties to the marriage is pending on |
---|
3110 | 3110 | | the date of death of one of those parties, or if a guardianship |
---|
3111 | 3111 | | proceeding in which a court is requested under Chapter 6, Family |
---|
3112 | 3112 | | Code, to declare a ward's or proposed ward's marriage void based on |
---|
3113 | 3113 | | the lack of mental capacity of the ward or proposed ward is pending |
---|
3114 | 3114 | | on the date of the ward's or proposed ward's death, the court may |
---|
3115 | 3115 | | make the determination and declare the marriage void after the |
---|
3116 | 3116 | | decedent's death. |
---|
3117 | 3117 | | (b) In making a determination described by Subsection (a), |
---|
3118 | 3118 | | the court shall apply the standards for an annulment prescribed by |
---|
3119 | 3119 | | Section 6.108(a), Family Code. (Tex. Prob. Code, Sec. 47A(a).) |
---|
3120 | 3120 | | Sec. 123.102. APPLICATION TO VOID MARRIAGE AFTER DEATH. (a) |
---|
3121 | 3121 | | Subject to Subsection (c), if a proceeding described by Section |
---|
3122 | 3122 | | 123.101(a) is not pending on the date of a decedent's death, an |
---|
3123 | 3123 | | interested person may file an application with the court requesting |
---|
3124 | 3124 | | that the court void the marriage of the decedent if: |
---|
3125 | 3125 | | (1) on the date of the decedent's death, the decedent |
---|
3126 | 3126 | | was married; and |
---|
3127 | 3127 | | (2) that marriage commenced not earlier than three |
---|
3128 | 3128 | | years before the date of the decedent's death. |
---|
3129 | 3129 | | (b) The notice applicable to a proceeding for a declaratory |
---|
3130 | 3130 | | judgment under Chapter 37, Civil Practice and Remedies Code, |
---|
3131 | 3131 | | applies to a proceeding under Subsection (a). |
---|
3132 | 3132 | | (c) An application authorized by Subsection (a) may not be |
---|
3133 | 3133 | | filed after the first anniversary of the date of the decedent's |
---|
3134 | 3134 | | death. (Tex. Prob. Code, Secs. 47A(b), (c).) |
---|
3135 | 3135 | | Sec. 123.103. ACTION ON APPLICATION TO VOID MARRIAGE AFTER |
---|
3136 | 3136 | | DEATH. (a) Except as provided by Subsection (b), in a proceeding |
---|
3137 | 3137 | | brought under Section 123.102, the court shall declare the |
---|
3138 | 3138 | | decedent's marriage void if the court finds that, on the date the |
---|
3139 | 3139 | | marriage occurred, the decedent did not have the mental capacity |
---|
3140 | 3140 | | to: |
---|
3141 | 3141 | | (1) consent to the marriage; and |
---|
3142 | 3142 | | (2) understand the nature of the marriage ceremony, if |
---|
3143 | 3143 | | a ceremony occurred. |
---|
3144 | 3144 | | (b) A court that makes a finding described by Subsection (a) |
---|
3145 | 3145 | | may not declare the decedent's marriage void if the court finds |
---|
3146 | 3146 | | that, after the date the marriage occurred, the decedent: |
---|
3147 | 3147 | | (1) gained the mental capacity to recognize the |
---|
3148 | 3148 | | marriage relationship; and |
---|
3149 | 3149 | | (2) did recognize the marriage relationship. (Tex. |
---|
3150 | 3150 | | Prob. Code, Secs. 47A(d), (e).) |
---|
3151 | 3151 | | Sec. 123.104. EFFECT OF VOIDED MARRIAGE. If the court |
---|
3152 | 3152 | | declares a decedent's marriage void in a proceeding described by |
---|
3153 | 3153 | | Section 123.101(a) or brought under Section 123.102, the other |
---|
3154 | 3154 | | party to the marriage is not considered the decedent's surviving |
---|
3155 | 3155 | | spouse for purposes of any law of this state. (Tex. Prob. Code, Sec. |
---|
3156 | 3156 | | 47A(f).) |
---|
3157 | 3157 | | CHAPTER 124. VALUATION AND TAXATION OF ESTATE PROPERTY |
---|
3158 | 3158 | | SUBCHAPTER A. APPORTIONMENT OF TAXES |
---|
3159 | 3159 | | Sec. 124.001. DEFINITIONS |
---|
3160 | 3160 | | Sec. 124.002. REFERENCES TO INTERNAL REVENUE CODE |
---|
3161 | 3161 | | Sec. 124.003. APPORTIONMENT DIRECTED BY FEDERAL LAW |
---|
3162 | 3162 | | Sec. 124.004. EFFECT OF DISCLAIMERS |
---|
3163 | 3163 | | Sec. 124.005. GENERAL APPORTIONMENT OF ESTATE TAX; |
---|
3164 | 3164 | | EXCEPTIONS |
---|
3165 | 3165 | | Sec. 124.006. EFFECT OF TAX DEDUCTIONS, EXEMPTIONS, OR |
---|
3166 | 3166 | | CREDITS |
---|
3167 | 3167 | | Sec. 124.007. EXCLUSION OF CERTAIN PROPERTY FROM |
---|
3168 | 3168 | | APPORTIONMENT |
---|
3169 | 3169 | | Sec. 124.008. EXCLUSION OF CERTAIN TEMPORARY |
---|
3170 | 3170 | | INTERESTS FROM APPORTIONMENT |
---|
3171 | 3171 | | Sec. 124.009. QUALIFIED REAL PROPERTY |
---|
3172 | 3172 | | Sec. 124.010. EFFECT OF EXTENSION OR DEFICIENCY IN |
---|
3173 | 3173 | | REPRESENTATIVE |
---|
3174 | 3174 | | Sec. 124.011. APPORTIONMENT OF INTEREST AND PENALTIES |
---|
3175 | 3175 | | Sec. 124.012. APPORTIONMENT OF REPRESENTATIVE'S |
---|
3176 | 3176 | | EXPENSES |
---|
3177 | 3177 | | Sec. 124.013. WITHHOLDING OF ESTATE TAX SHARE BY |
---|
3178 | 3178 | | REPRESENTATIVE |
---|
3179 | 3179 | | Sec. 124.014. RECOVERY OF ESTATE TAX SHARE NOT |
---|
3180 | 3180 | | WITHHELD |
---|
3181 | 3181 | | Sec. 124.015. RECOVERY OF UNPAID ESTATE TAX; |
---|
3182 | 3182 | | REIMBURSEMENT |
---|
3183 | 3183 | | Sec. 124.016. TIME TO INITIATE ACTIONS TO RECOVER |
---|
3184 | 3184 | | UNPAID ESTATE TAX |
---|
3185 | 3185 | | Sec. 124.017. TAX OR DEATH DUTY PAYABLE TO ANOTHER |
---|
3186 | 3186 | | STATE |
---|
3187 | 3187 | | Sec. 124.018. PAYMENT OF EXPENSES AND ATTORNEY'S FEES |
---|
3188 | 3188 | | [Sections 124.019-124.050 reserved for expansion] |
---|
3189 | 3189 | | SUBCHAPTER B. SATISFACTION OF CERTAIN PECUNIARY GIFTS |
---|
3190 | 3190 | | Sec. 124.051. VALUATION OF PROPERTY DISTRIBUTED IN |
---|
3191 | 3191 | | KIND IN SATISFACTION OF PECUNIARY GIFT |
---|
3192 | 3192 | | Sec. 124.052. SATISFACTION OF MARITAL DEDUCTION |
---|
3193 | 3193 | | PECUNIARY GIFTS WITH ASSETS IN KIND |
---|
3194 | 3194 | | CHAPTER 124. VALUATION AND TAXATION OF ESTATE PROPERTY |
---|
3195 | 3195 | | SUBCHAPTER A. APPORTIONMENT OF TAXES |
---|
3196 | 3196 | | Sec. 124.001. DEFINITIONS. In this subchapter: |
---|
3197 | 3197 | | (1) "Court" means: |
---|
3198 | 3198 | | (A) a court in which proceedings for |
---|
3199 | 3199 | | administration of an estate are pending or have been completed; or |
---|
3200 | 3200 | | (B) if no proceedings are pending or have been |
---|
3201 | 3201 | | completed, a court in which venue lies for the administration of an |
---|
3202 | 3202 | | estate. |
---|
3203 | 3203 | | (2) "Estate" means the gross estate of a decedent as |
---|
3204 | 3204 | | determined for the purpose of estate taxes. |
---|
3205 | 3205 | | (3) "Estate tax" means any estate, inheritance, or |
---|
3206 | 3206 | | death tax levied or assessed on the property of a decedent's estate |
---|
3207 | 3207 | | because of the death of a person and imposed by federal, state, |
---|
3208 | 3208 | | local, or foreign law, including the federal estate tax and the |
---|
3209 | 3209 | | inheritance tax imposed by Chapter 211, Tax Code, and including |
---|
3210 | 3210 | | interest and penalties imposed in addition to those taxes. The term |
---|
3211 | 3211 | | does not include a tax imposed under Section 2701(d)(1)(A), |
---|
3212 | 3212 | | Internal Revenue Code of 1986 (26 U.S.C. Section 2701(d)). |
---|
3213 | 3213 | | (4) "Person" includes a trust, natural person, |
---|
3214 | 3214 | | partnership, association, joint stock company, corporation, |
---|
3215 | 3215 | | government, political subdivision, or governmental agency. |
---|
3216 | 3216 | | (5) "Person interested in the estate" means a person, |
---|
3217 | 3217 | | or a fiduciary on behalf of that person, who is entitled to receive |
---|
3218 | 3218 | | or who has received, from a decedent or because of the death of the |
---|
3219 | 3219 | | decedent, property included in the decedent's estate for purposes |
---|
3220 | 3220 | | of the estate tax. The term does not include a creditor of the |
---|
3221 | 3221 | | decedent or of the decedent's estate. |
---|
3222 | 3222 | | (6) "Representative" means the representative, |
---|
3223 | 3223 | | executor, or administrator of an estate, or any other person who is |
---|
3224 | 3224 | | required to pay estate taxes assessed against the estate. (Tex. |
---|
3225 | 3225 | | Prob. Code, Secs. 322A(a), (s).) |
---|
3226 | 3226 | | Sec. 124.002. REFERENCES TO INTERNAL REVENUE CODE. A |
---|
3227 | 3227 | | reference in this subchapter to a section of the Internal Revenue |
---|
3228 | 3228 | | Code of 1986 refers to that section as it exists at the time in |
---|
3229 | 3229 | | question. The reference also includes a corresponding section of a |
---|
3230 | 3230 | | subsequent Internal Revenue Code and, if the referenced section is |
---|
3231 | 3231 | | renumbered, the section as renumbered. (Tex. Prob. Code, Sec. |
---|
3232 | 3232 | | 322A(x).) |
---|
3233 | 3233 | | Sec. 124.003. APPORTIONMENT DIRECTED BY FEDERAL LAW. If |
---|
3234 | 3234 | | federal law directs the apportionment of the federal estate tax, a |
---|
3235 | 3235 | | similar state tax shall be apportioned in the same manner. (Tex. |
---|
3236 | 3236 | | Prob. Code, Sec. 322A(l).) |
---|
3237 | 3237 | | Sec. 124.004. EFFECT OF DISCLAIMERS. This subchapter shall |
---|
3238 | 3238 | | be applied after giving effect to any disclaimers made in |
---|
3239 | 3239 | | accordance with Subchapters A, B, C, and D, Chapter 122. (Tex. |
---|
3240 | 3240 | | Prob. Code, Sec. 322A(p).) |
---|
3241 | 3241 | | Sec. 124.005. GENERAL APPORTIONMENT OF ESTATE TAX; |
---|
3242 | 3242 | | EXCEPTIONS. (a) A representative shall charge each person |
---|
3243 | 3243 | | interested in the estate a portion of the total estate tax assessed |
---|
3244 | 3244 | | against the estate. The portion charged to each person must |
---|
3245 | 3245 | | represent the same ratio as the taxable value of that person's |
---|
3246 | 3246 | | interest in the estate included in determining the amount of the tax |
---|
3247 | 3247 | | bears to the total taxable value of all the interests of all persons |
---|
3248 | 3248 | | interested in the estate included in determining the amount of the |
---|
3249 | 3249 | | tax. In apportioning an estate tax under this subsection, the |
---|
3250 | 3250 | | representative shall disregard a portion of the tax that is: |
---|
3251 | 3251 | | (1) apportioned under the law imposing the tax; |
---|
3252 | 3252 | | (2) otherwise apportioned by federal law; or |
---|
3253 | 3253 | | (3) apportioned as otherwise provided by this |
---|
3254 | 3254 | | subchapter. |
---|
3255 | 3255 | | (b) Subsection (a) does not apply to the extent the |
---|
3256 | 3256 | | decedent, in a written inter vivos or testamentary instrument |
---|
3257 | 3257 | | disposing of or creating an interest in property, specifically |
---|
3258 | 3258 | | directs the manner of apportionment of estate tax or grants a |
---|
3259 | 3259 | | discretionary power of apportionment to another person. A |
---|
3260 | 3260 | | direction for the apportionment or nonapportionment of estate tax |
---|
3261 | 3261 | | is limited to the estate tax on the property passing under the |
---|
3262 | 3262 | | instrument unless the instrument is a will that provides otherwise. |
---|
3263 | 3263 | | (c) If directions under Subsection (b) for the |
---|
3264 | 3264 | | apportionment of an estate tax are provided in two or more |
---|
3265 | 3265 | | instruments executed by the same person and the directions in those |
---|
3266 | 3266 | | instruments conflict, the instrument disposing of or creating an |
---|
3267 | 3267 | | interest in the property to be taxed controls. If directions for |
---|
3268 | 3268 | | the apportionment of estate tax are provided in two or more |
---|
3269 | 3269 | | instruments executed by different persons and the directions in |
---|
3270 | 3270 | | those instruments conflict, the direction of the person in whose |
---|
3271 | 3271 | | estate the property is included controls. |
---|
3272 | 3272 | | (d) Subsections (b) and (c) do not: |
---|
3273 | 3273 | | (1) grant or enlarge the power of a person to apportion |
---|
3274 | 3274 | | estate tax to property passing under an instrument created by |
---|
3275 | 3275 | | another person in excess of the estate tax attributable to the |
---|
3276 | 3276 | | property; or |
---|
3277 | 3277 | | (2) apply to the extent federal law directs a |
---|
3278 | 3278 | | different manner of apportionment. (Tex. Prob. Code, Sec. 322A(b).) |
---|
3279 | 3279 | | Sec. 124.006. EFFECT OF TAX DEDUCTIONS, EXEMPTIONS, OR |
---|
3280 | 3280 | | CREDITS. (a) A deduction, exemption, or credit allowed by law in |
---|
3281 | 3281 | | connection with the estate tax inures to a person interested in the |
---|
3282 | 3282 | | estate as provided by this section. |
---|
3283 | 3283 | | (b) If the deduction, exemption, or credit is allowed |
---|
3284 | 3284 | | because of the relationship of the person interested in the estate |
---|
3285 | 3285 | | to the decedent, or because of the purpose of the gift, the |
---|
3286 | 3286 | | deduction, exemption, or credit inures to the person having the |
---|
3287 | 3287 | | relationship or receiving the gift, unless that person's interest |
---|
3288 | 3288 | | in the estate is subject to a prior present interest that is not |
---|
3289 | 3289 | | allowable as a deduction. The estate tax apportionable to the |
---|
3290 | 3290 | | person having the present interest shall be paid from the corpus of |
---|
3291 | 3291 | | the gift or the interest of the person having the relationship. |
---|
3292 | 3292 | | (c) A deduction for property of the estate that was |
---|
3293 | 3293 | | previously taxed and a credit for gift taxes or death taxes of a |
---|
3294 | 3294 | | foreign country that were paid by the decedent or the decedent's |
---|
3295 | 3295 | | estate inure proportionally to all persons interested in the estate |
---|
3296 | 3296 | | who are liable for a share of the estate tax. |
---|
3297 | 3297 | | (d) A credit for inheritance, succession, or estate taxes, |
---|
3298 | 3298 | | or for similar taxes applicable to property or interests includable |
---|
3299 | 3299 | | in the estate, inures to the persons interested in the estate who |
---|
3300 | 3300 | | are chargeable with payment of a portion of those taxes to the |
---|
3301 | 3301 | | extent that the credit proportionately reduces those taxes. (Tex. |
---|
3302 | 3302 | | Prob. Code, Secs. 322A(c), (d), (e), (f).) |
---|
3303 | 3303 | | Sec. 124.007. EXCLUSION OF CERTAIN PROPERTY FROM |
---|
3304 | 3304 | | APPORTIONMENT. (a) To the extent that property passing to or in |
---|
3305 | 3305 | | trust for a surviving spouse or a charitable, public, or similar |
---|
3306 | 3306 | | gift or devise is not an allowable deduction for purposes of the |
---|
3307 | 3307 | | estate tax solely because of an inheritance tax or other death tax |
---|
3308 | 3308 | | imposed on and deductible from the property: |
---|
3309 | 3309 | | (1) the property is not included in the computation |
---|
3310 | 3310 | | provided for by Section 124.005; and |
---|
3311 | 3311 | | (2) no apportionment is made against the property. |
---|
3312 | 3312 | | (b) The exclusion provided by this section does not apply if |
---|
3313 | 3313 | | the result would be to deprive the estate of a deduction otherwise |
---|
3314 | 3314 | | allowable under Section 2053(d), Internal Revenue Code of 1986, for |
---|
3315 | 3315 | | a state death tax on a transfer for a public, charitable, or |
---|
3316 | 3316 | | religious use. (Tex. Prob. Code, Sec. 322A(g).) |
---|
3317 | 3317 | | Sec. 124.008. EXCLUSION OF CERTAIN TEMPORARY INTERESTS |
---|
3318 | 3318 | | FROM APPORTIONMENT. (a) Except as provided by Section 124.009(c), |
---|
3319 | 3319 | | the following temporary interests are not subject to apportionment: |
---|
3320 | 3320 | | (1) an interest in income; |
---|
3321 | 3321 | | (2) an estate for years or for life; or |
---|
3322 | 3322 | | (3) another temporary interest in any property or |
---|
3323 | 3323 | | fund. |
---|
3324 | 3324 | | (b) The estate tax apportionable to a temporary interest |
---|
3325 | 3325 | | described by Subsection (a) and the remainder, if any, is |
---|
3326 | 3326 | | chargeable against the corpus of the property or the funds that are |
---|
3327 | 3327 | | subject to the temporary interest and remainder. (Tex. Prob. Code, |
---|
3328 | 3328 | | Sec. 322A(h).) |
---|
3329 | 3329 | | Sec. 124.009. QUALIFIED REAL PROPERTY. (a) In this |
---|
3330 | 3330 | | section, "qualified real property" has the meaning assigned by |
---|
3331 | 3331 | | Section 2032A, Internal Revenue Code of 1986 (26 U.S.C. Section |
---|
3332 | 3332 | | 2032A). |
---|
3333 | 3333 | | (b) If an election is made under Section 2032A, Internal |
---|
3334 | 3334 | | Revenue Code of 1986 (26 U.S.C. Section 2032A), the representative |
---|
3335 | 3335 | | shall apportion estate taxes according to the amount of federal |
---|
3336 | 3336 | | estate tax that would be payable if the election were not made. The |
---|
3337 | 3337 | | representative shall apply the amount of the reduction of the |
---|
3338 | 3338 | | estate tax resulting from the election to reduce the amount of the |
---|
3339 | 3339 | | estate tax allocated based on the value of the qualified real |
---|
3340 | 3340 | | property that is the subject of the election. If the amount of that |
---|
3341 | 3341 | | reduction is greater than the amount of the taxes allocated based on |
---|
3342 | 3342 | | the value of the qualified real property, the representative shall: |
---|
3343 | 3343 | | (1) apply the excess amount to the portion of the taxes |
---|
3344 | 3344 | | allocated for all other property; and |
---|
3345 | 3345 | | (2) apportion the amount described by Subdivision (1) |
---|
3346 | 3346 | | under Section 124.005(a). |
---|
3347 | 3347 | | (c) If additional federal estate tax is imposed under |
---|
3348 | 3348 | | Section 2032A(c), Internal Revenue Code of 1986 (26 U.S.C. Section |
---|
3349 | 3349 | | 2032A), because of an early disposition or cessation of a qualified |
---|
3350 | 3350 | | use, the additional tax shall be equitably apportioned among the |
---|
3351 | 3351 | | persons who have an interest in the portion of the qualified real |
---|
3352 | 3352 | | property to which the additional tax is attributable in proportion |
---|
3353 | 3353 | | to their interests. The additional tax is a charge against that |
---|
3354 | 3354 | | qualified real property. If the qualified real property is split |
---|
3355 | 3355 | | between one or more life or term interests and remainder interests, |
---|
3356 | 3356 | | the additional tax shall be apportioned to each person whose action |
---|
3357 | 3357 | | or cessation of use caused the imposition of additional tax, unless |
---|
3358 | 3358 | | all persons with an interest in the qualified real property agree in |
---|
3359 | 3359 | | writing to dispose of the property, in which case the additional tax |
---|
3360 | 3360 | | shall be apportioned among the remainder interests. (Tex. Prob. |
---|
3361 | 3361 | | Code, Sec. 322A(i).) |
---|
3362 | 3362 | | Sec. 124.010. EFFECT OF EXTENSION OR DEFICIENCY IN PAYMENT |
---|
3363 | 3363 | | OF ESTATE TAXES; LIABILITY OF REPRESENTATIVE. (a) If the date for |
---|
3364 | 3364 | | the payment of any portion of an estate tax is extended: |
---|
3365 | 3365 | | (1) the amount of the extended tax shall be |
---|
3366 | 3366 | | apportioned to the persons who receive the specific property that |
---|
3367 | 3367 | | gives rise to the extension; and |
---|
3368 | 3368 | | (2) those persons are entitled to the benefits and |
---|
3369 | 3369 | | shall bear the burdens of the extension. |
---|
3370 | 3370 | | (b) Except as provided by Subsection (c), interest on an |
---|
3371 | 3371 | | extension of estate tax and interest and penalties on a deficiency |
---|
3372 | 3372 | | shall be apportioned equitably to reflect the benefits and burdens |
---|
3373 | 3373 | | of the extension or deficiency and of any tax deduction associated |
---|
3374 | 3374 | | with the interest and penalties. |
---|
3375 | 3375 | | (c) A representative shall be charged with the amount of any |
---|
3376 | 3376 | | penalty or interest that is assessed due to delay caused by the |
---|
3377 | 3377 | | representative's negligence. (Tex. Prob. Code, Secs. 322A(k), |
---|
3378 | 3378 | | (m).) |
---|
3379 | 3379 | | Sec. 124.011. APPORTIONMENT OF INTEREST AND PENALTIES. (a) |
---|
3380 | 3380 | | Interest and penalties assessed against an estate by a taxing |
---|
3381 | 3381 | | authority shall be apportioned among and charged to the persons |
---|
3382 | 3382 | | interested in the estate in the manner provided by Section 124.005 |
---|
3383 | 3383 | | unless, on application by any person interested in the estate, the |
---|
3384 | 3384 | | court determines that: |
---|
3385 | 3385 | | (1) the proposed apportionment is not equitable; or |
---|
3386 | 3386 | | (2) the assessment of interest or penalties was caused |
---|
3387 | 3387 | | by a breach of fiduciary duty of a representative. |
---|
3388 | 3388 | | (b) If the apportionment is not equitable, the court may |
---|
3389 | 3389 | | apportion interest and penalties in an equitable manner. |
---|
3390 | 3390 | | (c) If the assessment of interest or penalties was caused by |
---|
3391 | 3391 | | a breach of fiduciary duty of a representative, the court may charge |
---|
3392 | 3392 | | the representative with the amount of the interest and penalties |
---|
3393 | 3393 | | assessed attributable to the representative's conduct. (Tex. Prob. |
---|
3394 | 3394 | | Code, Sec. 322A(q).) |
---|
3395 | 3395 | | Sec. 124.012. APPORTIONMENT OF REPRESENTATIVE'S EXPENSES. |
---|
3396 | 3396 | | (a) Expenses reasonably incurred by a representative in |
---|
3397 | 3397 | | determination of the amount, apportionment, or collection of the |
---|
3398 | 3398 | | estate tax shall be apportioned among and charged to persons |
---|
3399 | 3399 | | interested in the estate in the manner provided by Section 124.005 |
---|
3400 | 3400 | | unless, on application by any person interested in the estate, the |
---|
3401 | 3401 | | court determines that the proposed apportionment is not equitable. |
---|
3402 | 3402 | | (b) If the court determines that the proposed apportionment |
---|
3403 | 3403 | | is not equitable, the court may apportion the expenses in an |
---|
3404 | 3404 | | equitable manner. (Tex. Prob. Code, Sec. 322A(r).) |
---|
3405 | 3405 | | Sec. 124.013. WITHHOLDING OF ESTATE TAX SHARE BY |
---|
3406 | 3406 | | REPRESENTATIVE. A representative who has possession of any estate |
---|
3407 | 3407 | | property that is distributable to a person interested in the estate |
---|
3408 | 3408 | | may withhold from that property an amount equal to the person's |
---|
3409 | 3409 | | apportioned share of the estate tax. (Tex. Prob. Code, Sec. |
---|
3410 | 3410 | | 322A(t).) |
---|
3411 | 3411 | | Sec. 124.014. RECOVERY OF ESTATE TAX SHARE NOT WITHHELD. |
---|
3412 | 3412 | | (a) If property includable in an estate does not come into |
---|
3413 | 3413 | | possession of a representative obligated to pay the estate tax, the |
---|
3414 | 3414 | | representative shall: |
---|
3415 | 3415 | | (1) recover from each person interested in the estate |
---|
3416 | 3416 | | the amount of the estate tax apportioned to the person under this |
---|
3417 | 3417 | | subchapter; or |
---|
3418 | 3418 | | (2) assign to persons affected by the tax obligation |
---|
3419 | 3419 | | the representative's right of recovery. |
---|
3420 | 3420 | | (b) The obligation to recover a tax under Subsection (a) |
---|
3421 | 3421 | | does not apply if: |
---|
3422 | 3422 | | (1) the duty is waived by the parties affected by the |
---|
3423 | 3423 | | tax obligation or by the instrument under which the representative |
---|
3424 | 3424 | | derives powers; or |
---|
3425 | 3425 | | (2) in the reasonable judgment of the representative, |
---|
3426 | 3426 | | proceeding to recover the tax is not cost-effective. (Tex. Prob. |
---|
3427 | 3427 | | Code, Sec. 322A(n).) |
---|
3428 | 3428 | | Sec. 124.015. RECOVERY OF UNPAID ESTATE TAX; REIMBURSEMENT. |
---|
3429 | 3429 | | (a) A representative shall recover from any person interested in |
---|
3430 | 3430 | | the estate the unpaid amount of the estate tax apportioned and |
---|
3431 | 3431 | | charged to the person under this subchapter unless the |
---|
3432 | 3432 | | representative determines in good faith that an attempt to recover |
---|
3433 | 3433 | | the amount would be economically impractical. |
---|
3434 | 3434 | | (b) A representative who cannot collect from a person |
---|
3435 | 3435 | | interested in the estate an unpaid amount of estate tax apportioned |
---|
3436 | 3436 | | to that person shall apportion the amount not collected in the |
---|
3437 | 3437 | | manner provided by Section 124.005(a) among the other persons |
---|
3438 | 3438 | | interested in the estate who are subject to apportionment. |
---|
3439 | 3439 | | (c) A person who is charged with or who pays an apportioned |
---|
3440 | 3440 | | amount under Subsection (b) has a right of reimbursement for that |
---|
3441 | 3441 | | amount from the person who failed to pay the tax. The |
---|
3442 | 3442 | | representative may enforce the right of reimbursement, or the |
---|
3443 | 3443 | | person who is charged with or who pays an apportioned amount under |
---|
3444 | 3444 | | Subsection (b) may enforce the right of reimbursement directly by |
---|
3445 | 3445 | | an assignment from the representative. A person assigned the right |
---|
3446 | 3446 | | under this subsection is subrogated to the rights of the |
---|
3447 | 3447 | | representative. |
---|
3448 | 3448 | | (d) A representative who has a right of reimbursement may |
---|
3449 | 3449 | | petition a court to determine the right of reimbursement. (Tex. |
---|
3450 | 3450 | | Prob. Code, Secs. 322A(o), (u).) |
---|
3451 | 3451 | | Sec. 124.016. TIME TO INITIATE ACTIONS TO RECOVER UNPAID |
---|
3452 | 3452 | | ESTATE TAX. (a) A representative required to recover unpaid |
---|
3453 | 3453 | | amounts of estate tax apportioned to persons interested in the |
---|
3454 | 3454 | | estate under this subchapter may not be required to initiate the |
---|
3455 | 3455 | | necessary actions until the expiration of the 90th day after the |
---|
3456 | 3456 | | date of the final determination by the Internal Revenue Service of |
---|
3457 | 3457 | | the amount of the estate tax. |
---|
3458 | 3458 | | (b) A representative who initiates an action under this |
---|
3459 | 3459 | | subchapter within a reasonable time after the expiration of the |
---|
3460 | 3460 | | 90-day period is not subject to any liability or surcharge because a |
---|
3461 | 3461 | | portion of the estate tax apportioned to a person interested in the |
---|
3462 | 3462 | | estate was collectible during a period after the death of the |
---|
3463 | 3463 | | decedent but thereafter became uncollectible. (Tex. Prob. Code, |
---|
3464 | 3464 | | Sec. 322A(v).) |
---|
3465 | 3465 | | Sec. 124.017. TAX OR DEATH DUTY PAYABLE TO ANOTHER STATE. |
---|
3466 | 3466 | | (a) A representative acting in another state may initiate an action |
---|
3467 | 3467 | | in a court of this state to recover from a person interested in the |
---|
3468 | 3468 | | estate who is domiciled in this state or owns property in this state |
---|
3469 | 3469 | | subject to attachment or execution, a proportionate amount of: |
---|
3470 | 3470 | | (1) the federal estate tax; |
---|
3471 | 3471 | | (2) an estate tax payable to another state; or |
---|
3472 | 3472 | | (3) a death duty due by a decedent's estate to another |
---|
3473 | 3473 | | state. |
---|
3474 | 3474 | | (b) In the action, a determination of apportionment by the |
---|
3475 | 3475 | | court having jurisdiction of the administration of the decedent's |
---|
3476 | 3476 | | estate in the other state is prima facie correct. |
---|
3477 | 3477 | | (c) This section applies only if the state in which the |
---|
3478 | 3478 | | determination of apportionment was made provides a substantially |
---|
3479 | 3479 | | similar remedy. (Tex. Prob. Code, Sec. 322A(w).) |
---|
3480 | 3480 | | Sec. 124.018. PAYMENT OF EXPENSES AND ATTORNEY'S FEES. The |
---|
3481 | 3481 | | court shall award necessary expenses, including reasonable |
---|
3482 | 3482 | | attorney's fees, to the prevailing party in an action initiated by a |
---|
3483 | 3483 | | person for the collection of estate taxes from a person interested |
---|
3484 | 3484 | | in the estate to whom estate taxes were apportioned and charged |
---|
3485 | 3485 | | under Section 124.005. (Tex. Prob. Code, Sec. 322A(y).) |
---|
3486 | 3486 | | [Sections 124.019-124.050 reserved for expansion] |
---|
3487 | 3487 | | SUBCHAPTER B. SATISFACTION OF CERTAIN PECUNIARY GIFTS |
---|
3488 | 3488 | | Sec. 124.051. VALUATION OF PROPERTY DISTRIBUTED IN KIND IN |
---|
3489 | 3489 | | SATISFACTION OF PECUNIARY GIFT. Unless the governing instrument |
---|
3490 | 3490 | | provides otherwise, if a will or trust contains a pecuniary devise |
---|
3491 | 3491 | | or transfer that may be satisfied by distributing assets in kind and |
---|
3492 | 3492 | | the executor, administrator, or trustee determines to fund the |
---|
3493 | 3493 | | devise or transfer by distributing assets in kind, the property |
---|
3494 | 3494 | | shall be valued, for the purpose of funding the devise or transfer, |
---|
3495 | 3495 | | at the value of the property on the date or dates of distribution. |
---|
3496 | 3496 | | (Tex. Prob. Code, Sec. 378A(b).) |
---|
3497 | 3497 | | Sec. 124.052. SATISFACTION OF MARITAL DEDUCTION PECUNIARY |
---|
3498 | 3498 | | GIFTS WITH ASSETS IN KIND. (a) This section applies to an |
---|
3499 | 3499 | | executor, administrator, or trustee authorized under the will or |
---|
3500 | 3500 | | trust of a decedent to satisfy a pecuniary devise or transfer in |
---|
3501 | 3501 | | trust in kind with assets at their value for federal estate tax |
---|
3502 | 3502 | | purposes, in satisfaction of a gift intended to qualify, or that |
---|
3503 | 3503 | | otherwise would qualify, for a United States estate tax marital |
---|
3504 | 3504 | | deduction. |
---|
3505 | 3505 | | (b) Unless the governing instrument provides otherwise, an |
---|
3506 | 3506 | | executor, administrator, or trustee, in order to implement a devise |
---|
3507 | 3507 | | or transfer described by Subsection (a), shall distribute assets, |
---|
3508 | 3508 | | including cash, fairly representative of appreciation or |
---|
3509 | 3509 | | depreciation in the value of all property available for |
---|
3510 | 3510 | | distribution in satisfaction of the devise or transfer. (Tex. |
---|
3511 | 3511 | | Prob. Code, Sec. 378A(a).) |
---|
3512 | 3512 | | [Chapters 125-150 reserved for expansion] |
---|
3513 | 3513 | | SUBTITLE D. PROCEEDINGS BEFORE ADMINISTRATION OF ESTATE |
---|
3514 | 3514 | | CHAPTER 151. EXAMINATION OF DOCUMENTS AND SAFE DEPOSIT BOXES |
---|
3515 | 3515 | | Sec. 151.001. EXAMINATION OF DOCUMENTS OR SAFE DEPOSIT |
---|
3516 | 3516 | | BOX WITH COURT ORDER |
---|
3517 | 3517 | | Sec. 151.002. DELIVERY OF DOCUMENT WITH COURT ORDER |
---|
3518 | 3518 | | Sec. 151.003. EXAMINATION OF DOCUMENT OR SAFE DEPOSIT |
---|
3519 | 3519 | | BOX WITHOUT COURT ORDER |
---|
3520 | 3520 | | Sec. 151.004. DELIVERY OF DOCUMENT WITHOUT COURT ORDER |
---|
3521 | 3521 | | Sec. 151.005. RESTRICTION ON REMOVAL OF CONTENTS OF |
---|
3522 | 3522 | | SAFE DEPOSIT BOX |
---|
3523 | 3523 | | CHAPTER 151. EXAMINATION OF DOCUMENTS AND SAFE DEPOSIT BOXES |
---|
3524 | 3524 | | Sec. 151.001. EXAMINATION OF DOCUMENTS OR SAFE DEPOSIT BOX |
---|
3525 | 3525 | | WITH COURT ORDER. (a) A judge of a court that has probate |
---|
3526 | 3526 | | jurisdiction of a decedent's estate may order a person to permit a |
---|
3527 | 3527 | | court representative named in the order to examine a decedent's |
---|
3528 | 3528 | | documents or safe deposit box if it is shown to the judge that: |
---|
3529 | 3529 | | (1) the person may possess or control the documents or |
---|
3530 | 3530 | | that the person leased the safe deposit box to the decedent; and |
---|
3531 | 3531 | | (2) the documents or safe deposit box may contain: |
---|
3532 | 3532 | | (A) a will of the decedent; |
---|
3533 | 3533 | | (B) a deed to a burial plot in which the decedent |
---|
3534 | 3534 | | is to be buried; or |
---|
3535 | 3535 | | (C) an insurance policy issued in the decedent's |
---|
3536 | 3536 | | name and payable to a beneficiary named in the policy. |
---|
3537 | 3537 | | (b) The court representative shall examine the decedent's |
---|
3538 | 3538 | | documents or safe deposit box in the presence of: |
---|
3539 | 3539 | | (1) the judge ordering the examination or an agent of |
---|
3540 | 3540 | | the judge; and |
---|
3541 | 3541 | | (2) the person who has possession or control of the |
---|
3542 | 3542 | | documents or who leased the safe deposit box or, if that person is a |
---|
3543 | 3543 | | corporation, an officer of the corporation or an agent of an |
---|
3544 | 3544 | | officer. (Tex. Prob. Code, Sec. 36B.) |
---|
3545 | 3545 | | Sec. 151.002. DELIVERY OF DOCUMENT WITH COURT ORDER. (a) A |
---|
3546 | 3546 | | judge who orders an examination of a decedent's documents or safe |
---|
3547 | 3547 | | deposit box under Section 151.001 may order the person who |
---|
3548 | 3548 | | possesses or controls the documents or who leases the safe deposit |
---|
3549 | 3549 | | box to permit the court representative to take possession of a |
---|
3550 | 3550 | | document described by Section 151.001(a)(2). |
---|
3551 | 3551 | | (b) The court representative shall deliver: |
---|
3552 | 3552 | | (1) a will to the clerk of a court that: |
---|
3553 | 3553 | | (A) has probate jurisdiction; and |
---|
3554 | 3554 | | (B) is located in the same county as the court of |
---|
3555 | 3555 | | the judge who ordered the examination under Section 151.001; |
---|
3556 | 3556 | | (2) a burial plot deed to the person designated by the |
---|
3557 | 3557 | | judge in the order for the examination; or |
---|
3558 | 3558 | | (3) an insurance policy to a beneficiary named in the |
---|
3559 | 3559 | | policy. |
---|
3560 | 3560 | | (c) A court clerk to whom a will is delivered under |
---|
3561 | 3561 | | Subsection (b) shall issue a receipt for the will to the court |
---|
3562 | 3562 | | representative. (Tex. Prob. Code, Sec. 36C.) |
---|
3563 | 3563 | | Sec. 151.003. EXAMINATION OF DOCUMENT OR SAFE DEPOSIT BOX |
---|
3564 | 3564 | | WITHOUT COURT ORDER. (a) A person who possesses or controls a |
---|
3565 | 3565 | | document delivered by a decedent for safekeeping or who leases a |
---|
3566 | 3566 | | safe deposit box to a decedent may permit examination of the |
---|
3567 | 3567 | | document or the contents of the safe deposit box by: |
---|
3568 | 3568 | | (1) the decedent's spouse; |
---|
3569 | 3569 | | (2) a parent of the decedent; |
---|
3570 | 3570 | | (3) a descendant of the decedent who is at least 18 |
---|
3571 | 3571 | | years of age; or |
---|
3572 | 3572 | | (4) a person named as executor of the decedent's estate |
---|
3573 | 3573 | | in a copy of a document that the person has and that appears to be a |
---|
3574 | 3574 | | will of the decedent. |
---|
3575 | 3575 | | (b) An examination under Subsection (a) shall be conducted |
---|
3576 | 3576 | | in the presence of the person who possesses or controls the document |
---|
3577 | 3577 | | or who leases the safe deposit box or, if the person is a |
---|
3578 | 3578 | | corporation, an officer of the corporation. (Tex. Prob. Code, Sec. |
---|
3579 | 3579 | | 36D.) |
---|
3580 | 3580 | | Sec. 151.004. DELIVERY OF DOCUMENT WITHOUT COURT ORDER. |
---|
3581 | 3581 | | (a) Subject to Subsection (c), a person who permits an examination |
---|
3582 | 3582 | | of a decedent's document or safe deposit box under Section 151.003 |
---|
3583 | 3583 | | may deliver: |
---|
3584 | 3584 | | (1) a document appearing to be the decedent's will to: |
---|
3585 | 3585 | | (A) the clerk of a court that: |
---|
3586 | 3586 | | (i) has probate jurisdiction; and |
---|
3587 | 3587 | | (ii) is located in the county in which the |
---|
3588 | 3588 | | decedent resided; or |
---|
3589 | 3589 | | (B) a person named in the document as an executor |
---|
3590 | 3590 | | of the decedent's estate; |
---|
3591 | 3591 | | (2) a document appearing to be a deed to a burial plot |
---|
3592 | 3592 | | in which the decedent is to be buried, or appearing to give burial |
---|
3593 | 3593 | | instructions, to the person conducting the examination; or |
---|
3594 | 3594 | | (3) a document appearing to be an insurance policy on |
---|
3595 | 3595 | | the decedent's life to a beneficiary named in the policy. |
---|
3596 | 3596 | | (b) A person who has leased a safe deposit box to the |
---|
3597 | 3597 | | decedent shall keep a copy of a document delivered by the person |
---|
3598 | 3598 | | under Subsection (a)(1) until the fourth anniversary of the date of |
---|
3599 | 3599 | | delivery. |
---|
3600 | 3600 | | (c) A person may not deliver a document under Subsection (a) |
---|
3601 | 3601 | | unless the person examining the document: |
---|
3602 | 3602 | | (1) requests delivery of the document; and |
---|
3603 | 3603 | | (2) issues a receipt for the document to the person |
---|
3604 | 3604 | | delivering the document. (Tex. Prob. Code, Sec. 36E.) |
---|
3605 | 3605 | | Sec. 151.005. RESTRICTION ON REMOVAL OF CONTENTS OF SAFE |
---|
3606 | 3606 | | DEPOSIT BOX. A person may not remove the contents of a decedent's |
---|
3607 | 3607 | | safe deposit box except as provided by Section 151.002, Section |
---|
3608 | 3608 | | 151.004, or another law. (Tex. Prob. Code, Sec. 36F.) |
---|
3609 | 3609 | | CHAPTER 152. EMERGENCY INTERVENTION |
---|
3610 | 3610 | | SUBCHAPTER A. EMERGENCY INTERVENTION APPLICATION |
---|
3611 | 3611 | | Sec. 152.001. APPLICATION AUTHORIZED |
---|
3612 | 3612 | | Sec. 152.002. CONTENTS OF APPLICATION |
---|
3613 | 3613 | | Sec. 152.003. ADDITIONAL CONTENTS OF APPLICATION: |
---|
3614 | 3614 | | FUNERAL AND REMAINS |
---|
3615 | 3615 | | Sec. 152.004. TIME AND PLACE OF FILING |
---|
3616 | 3616 | | [Sections 152.005-152.050 reserved for expansion] |
---|
3617 | 3617 | | SUBCHAPTER B. ORDER FOR EMERGENCY INTERVENTION |
---|
3618 | 3618 | | Sec. 152.051. ISSUANCE OF ORDER REGARDING FUNERAL AND |
---|
3619 | 3619 | | BURIAL EXPENSES |
---|
3620 | 3620 | | Sec. 152.052. ISSUANCE OF ORDER REGARDING ACCESS TO |
---|
3621 | 3621 | | CERTAIN PERSONAL PROPERTY |
---|
3622 | 3622 | | Sec. 152.053. DURATION OF ORDER |
---|
3623 | 3623 | | Sec. 152.054. CERTIFIED COPIES OF ORDER |
---|
3624 | 3624 | | Sec. 152.055. LIABILITY OF CERTAIN PERSONS IN |
---|
3625 | 3625 | | CONNECTION WITH ORDER |
---|
3626 | 3626 | | [Sections 152.056-152.100 reserved for expansion] |
---|
3627 | 3627 | | SUBCHAPTER C. LIMITATION ON RIGHT OF DECEDENT'S SURVIVING SPOUSE TO CONTROL DECEDENT'S BURIAL OR CREMATION |
---|
3628 | 3628 | | TO CONTROL DECEDENT'S BURIAL OR CREMATION |
---|
3629 | 3629 | | Sec. 152.101. APPLICATION AUTHORIZED |
---|
3630 | 3630 | | Sec. 152.102. HEARING; ISSUANCE OF ORDER |
---|
3631 | 3631 | | CHAPTER 152. EMERGENCY INTERVENTION |
---|
3632 | 3632 | | SUBCHAPTER A. EMERGENCY INTERVENTION APPLICATION |
---|
3633 | 3633 | | Sec. 152.001. APPLICATION AUTHORIZED. (a) Subject to |
---|
3634 | 3634 | | Subsection (b), a person qualified to serve as an administrator |
---|
3635 | 3635 | | under Section 304.001 may file an application requesting emergency |
---|
3636 | 3636 | | intervention by a court exercising probate jurisdiction to provide |
---|
3637 | 3637 | | for: |
---|
3638 | 3638 | | (1) the payment of the decedent's funeral and burial |
---|
3639 | 3639 | | expenses; or |
---|
3640 | 3640 | | (2) the protection and storage of personal property |
---|
3641 | 3641 | | owned by the decedent that, on the date of the decedent's death, was |
---|
3642 | 3642 | | located in accommodations rented by the decedent. |
---|
3643 | 3643 | | (b) An applicant may file an application under this section |
---|
3644 | 3644 | | only if: |
---|
3645 | 3645 | | (1) an application or affidavit has not been filed and |
---|
3646 | 3646 | | is not pending under Section 145, 256.052, 256.054, or 301.052 or |
---|
3647 | 3647 | | Chapter 205; and |
---|
3648 | 3648 | | (2) the applicant needs to: |
---|
3649 | 3649 | | (A) obtain funds for the payment of the |
---|
3650 | 3650 | | decedent's funeral and burial expenses; or |
---|
3651 | 3651 | | (B) gain access to accommodations rented by the |
---|
3652 | 3652 | | decedent that contain the decedent's personal property and the |
---|
3653 | 3653 | | applicant has been denied access to those accommodations. (Tex. |
---|
3654 | 3654 | | Prob. Code, Secs. 108 (part), 109, 110.) |
---|
3655 | 3655 | | Sec. 152.002. CONTENTS OF APPLICATION. (a) An emergency |
---|
3656 | 3656 | | intervention application must be sworn and must contain: |
---|
3657 | 3657 | | (1) the applicant's name, address, and interest; |
---|
3658 | 3658 | | (2) facts showing an immediate necessity for the |
---|
3659 | 3659 | | issuance of an emergency intervention order under Subchapter B; |
---|
3660 | 3660 | | (3) the decedent's date of death, place of death, and |
---|
3661 | 3661 | | residential address on the date of death; |
---|
3662 | 3662 | | (4) the name and address of the funeral home holding |
---|
3663 | 3663 | | the decedent's remains; and |
---|
3664 | 3664 | | (5) the names of any known or ascertainable heirs and |
---|
3665 | 3665 | | devisees of the decedent. |
---|
3666 | 3666 | | (b) In addition to the information required under |
---|
3667 | 3667 | | Subsection (a), if emergency intervention is requested to obtain |
---|
3668 | 3668 | | funds needed for the payment of the decedent's funeral and burial |
---|
3669 | 3669 | | expenses, the application must also contain: |
---|
3670 | 3670 | | (1) the reason any known or ascertainable heirs and |
---|
3671 | 3671 | | devisees of the decedent: |
---|
3672 | 3672 | | (A) cannot be contacted; or |
---|
3673 | 3673 | | (B) have refused to assist in the decedent's |
---|
3674 | 3674 | | burial; |
---|
3675 | 3675 | | (2) a description of necessary funeral and burial |
---|
3676 | 3676 | | procedures and a statement from the funeral home that contains a |
---|
3677 | 3677 | | detailed and itemized description of the cost of those procedures; |
---|
3678 | 3678 | | and |
---|
3679 | 3679 | | (3) the name and address of an individual, entity, or |
---|
3680 | 3680 | | financial institution, including an employer, in possession of any |
---|
3681 | 3681 | | funds of or due to the decedent, and related account numbers and |
---|
3682 | 3682 | | balances, if known by the applicant. |
---|
3683 | 3683 | | (c) In addition to the information required under |
---|
3684 | 3684 | | Subsection (a), if emergency intervention is requested to gain |
---|
3685 | 3685 | | access to accommodations rented by a decedent that at the time of |
---|
3686 | 3686 | | the decedent's death contain the decedent's personal property, the |
---|
3687 | 3687 | | application must also contain: |
---|
3688 | 3688 | | (1) the reason any known or ascertainable heirs and |
---|
3689 | 3689 | | devisees of the decedent: |
---|
3690 | 3690 | | (A) cannot be contacted; or |
---|
3691 | 3691 | | (B) have refused to assist in the protection of |
---|
3692 | 3692 | | the decedent's personal property; |
---|
3693 | 3693 | | (2) the type and location of the decedent's personal |
---|
3694 | 3694 | | property and the name of the person in possession of the property; |
---|
3695 | 3695 | | and |
---|
3696 | 3696 | | (3) the name and address of the owner or manager of the |
---|
3697 | 3697 | | accommodations and a statement regarding whether access to the |
---|
3698 | 3698 | | accommodations is necessary. (Tex. Prob. Code, Secs. 111(a), 112.) |
---|
3699 | 3699 | | Sec. 152.003. ADDITIONAL CONTENTS OF APPLICATION: |
---|
3700 | 3700 | | INSTRUCTIONS REGARDING DECEDENT'S FUNERAL AND REMAINS. (a) In |
---|
3701 | 3701 | | addition to the information required under Section 152.002, if |
---|
3702 | 3702 | | emergency intervention is requested to obtain funds needed for the |
---|
3703 | 3703 | | payment of a decedent's funeral and burial expenses, the |
---|
3704 | 3704 | | application must also state whether there are any written |
---|
3705 | 3705 | | instructions from the decedent relating to the type and manner of |
---|
3706 | 3706 | | funeral or burial preferred by the decedent. The applicant shall: |
---|
3707 | 3707 | | (1) attach the instructions, if available, to the |
---|
3708 | 3708 | | application; and |
---|
3709 | 3709 | | (2) fully comply with the instructions. |
---|
3710 | 3710 | | (b) If written instructions do not exist, the applicant may |
---|
3711 | 3711 | | not permit the decedent's remains to be cremated unless the |
---|
3712 | 3712 | | applicant obtains the court's permission to cremate the remains. |
---|
3713 | 3713 | | (Tex. Prob. Code, Sec. 111(b).) |
---|
3714 | 3714 | | Sec. 152.004. TIME AND PLACE OF FILING. An emergency |
---|
3715 | 3715 | | intervention application must be filed: |
---|
3716 | 3716 | | (1) with the court clerk in the county in which: |
---|
3717 | 3717 | | (A) the decedent was domiciled; or |
---|
3718 | 3718 | | (B) the accommodations rented by the decedent |
---|
3719 | 3719 | | that contain the decedent's personal property are located; and |
---|
3720 | 3720 | | (2) not earlier than the third day after the date of |
---|
3721 | 3721 | | the decedent's death and not later than the 90th day after the date |
---|
3722 | 3722 | | of the decedent's death. (Tex. Prob. Code, Sec. 108 (part).) |
---|
3723 | 3723 | | [Sections 152.005-152.050 reserved for expansion] |
---|
3724 | 3724 | | SUBCHAPTER B. ORDER FOR EMERGENCY INTERVENTION |
---|
3725 | 3725 | | Sec. 152.051. ISSUANCE OF ORDER REGARDING FUNERAL AND |
---|
3726 | 3726 | | BURIAL EXPENSES. If on review of an application filed under Section |
---|
3727 | 3727 | | 152.001 the court determines that emergency intervention is |
---|
3728 | 3728 | | necessary to obtain funds needed for the payment of a decedent's |
---|
3729 | 3729 | | funeral and burial expenses, the court may order funds of the |
---|
3730 | 3730 | | decedent that are being held by an individual, an employer, or a |
---|
3731 | 3731 | | financial institution to be paid directly to a funeral home only |
---|
3732 | 3732 | | for: |
---|
3733 | 3733 | | (1) reasonable and necessary attorney's fees for the |
---|
3734 | 3734 | | attorney who obtained the order; |
---|
3735 | 3735 | | (2) court costs for obtaining the order; and |
---|
3736 | 3736 | | (3) funeral and burial expenses not to exceed $5,000 |
---|
3737 | 3737 | | as ordered by the court to provide the decedent with a reasonable, |
---|
3738 | 3738 | | dignified, and appropriate funeral and burial. (Tex. Prob. Code, |
---|
3739 | 3739 | | Sec. 113(a).) |
---|
3740 | 3740 | | Sec. 152.052. ISSUANCE OF ORDER REGARDING ACCESS TO CERTAIN |
---|
3741 | 3741 | | PERSONAL PROPERTY. If on review of an application filed under |
---|
3742 | 3742 | | Section 152.001 the court determines that emergency intervention is |
---|
3743 | 3743 | | necessary to gain access to accommodations rented by the decedent |
---|
3744 | 3744 | | that, at the time of the decedent's death, contain the decedent's |
---|
3745 | 3745 | | personal property, the court may order one or more of the following: |
---|
3746 | 3746 | | (1) that the owner or agent of the accommodations |
---|
3747 | 3747 | | shall grant the applicant access to the accommodations at a |
---|
3748 | 3748 | | reasonable time and in the presence of the owner or agent; |
---|
3749 | 3749 | | (2) that the applicant and owner or agent of the |
---|
3750 | 3750 | | accommodations shall jointly prepare and file with the court a list |
---|
3751 | 3751 | | that generally describes the decedent's property found at the |
---|
3752 | 3752 | | premises; |
---|
3753 | 3753 | | (3) that the applicant or the owner or agent of the |
---|
3754 | 3754 | | accommodations may remove and store the decedent's property at |
---|
3755 | 3755 | | another location until claimed by the decedent's heirs; |
---|
3756 | 3756 | | (4) that the applicant has only the powers that are |
---|
3757 | 3757 | | specifically stated in the order and that are necessary to protect |
---|
3758 | 3758 | | the decedent's property that is the subject of the application; or |
---|
3759 | 3759 | | (5) that funds of the decedent held by an individual, |
---|
3760 | 3760 | | an employer, or a financial institution be paid to the applicant for |
---|
3761 | 3761 | | reasonable and necessary attorney's fees and court costs for |
---|
3762 | 3762 | | obtaining the order. (Tex. Prob. Code, Sec. 113(b).) |
---|
3763 | 3763 | | Sec. 152.053. DURATION OF ORDER. The authority of an |
---|
3764 | 3764 | | applicant under an emergency intervention order expires on the |
---|
3765 | 3765 | | earlier of: |
---|
3766 | 3766 | | (1) the 90th day after the date the order is issued; or |
---|
3767 | 3767 | | (2) the date a personal representative of the |
---|
3768 | 3768 | | decedent's estate qualifies. (Tex. Prob. Code, Sec. 114(a).) |
---|
3769 | 3769 | | Sec. 152.054. CERTIFIED COPIES OF ORDER. The court clerk |
---|
3770 | 3770 | | may issue certified copies of an emergency intervention order on |
---|
3771 | 3771 | | request of the applicant only until the earlier of: |
---|
3772 | 3772 | | (1) the 90th day after the date the order is signed; or |
---|
3773 | 3773 | | (2) the date a personal representative of the |
---|
3774 | 3774 | | decedent's estate qualifies. (Tex. Prob. Code, Sec. 113(c).) |
---|
3775 | 3775 | | Sec. 152.055. LIABILITY OF CERTAIN PERSONS IN CONNECTION |
---|
3776 | 3776 | | WITH ORDER. (a) A person who is provided a certified copy of an |
---|
3777 | 3777 | | emergency intervention order within the period prescribed by |
---|
3778 | 3778 | | Section 152.054 is not personally liable for an action taken by the |
---|
3779 | 3779 | | person in accordance with and in reliance on the order. |
---|
3780 | 3780 | | (b) If a personal representative has not been appointed when |
---|
3781 | 3781 | | an emergency intervention order issued under Section 152.052 |
---|
3782 | 3782 | | expires, a person in possession of the decedent's personal property |
---|
3783 | 3783 | | that is the subject of the order, without incurring civil |
---|
3784 | 3784 | | liability, may: |
---|
3785 | 3785 | | (1) release the property to the decedent's heirs; or |
---|
3786 | 3786 | | (2) dispose of the property under Subchapter C, |
---|
3787 | 3787 | | Chapter 54, Property Code, or Section 7.209 or 7.210, Business & |
---|
3788 | 3788 | | Commerce Code. (Tex. Prob. Code, Secs. 113(d), 114(b).) |
---|
3789 | 3789 | | [Sections 152.056-152.100 reserved for expansion] |
---|
3790 | 3790 | | SUBCHAPTER C. LIMITATION ON RIGHT OF DECEDENT'S SURVIVING SPOUSE |
---|
3791 | 3791 | | TO CONTROL DECEDENT'S BURIAL OR CREMATION |
---|
3792 | 3792 | | Sec. 152.101. APPLICATION AUTHORIZED. (a) The executor of |
---|
3793 | 3793 | | a decedent's will or the decedent's next of kin may file an |
---|
3794 | 3794 | | application for an order limiting the right of the decedent's |
---|
3795 | 3795 | | surviving spouse to control the decedent's burial or cremation. |
---|
3796 | 3796 | | (b) For purposes of Subsection (a), the decedent's next of |
---|
3797 | 3797 | | kin: |
---|
3798 | 3798 | | (1) is determined in accordance with order of descent, |
---|
3799 | 3799 | | with the person nearest in order of descent first, and so on; and |
---|
3800 | 3800 | | (2) includes the decedent's descendants who legally |
---|
3801 | 3801 | | adopted the decedent or who have been legally adopted by the |
---|
3802 | 3802 | | decedent. |
---|
3803 | 3803 | | (c) An application under this section must be under oath and |
---|
3804 | 3804 | | must establish: |
---|
3805 | 3805 | | (1) whether the decedent died intestate or testate; |
---|
3806 | 3806 | | (2) that the surviving spouse is alleged to be a |
---|
3807 | 3807 | | principal or accomplice in a wilful act that resulted in the |
---|
3808 | 3808 | | decedent's death; and |
---|
3809 | 3809 | | (3) that good cause exists to limit the surviving |
---|
3810 | 3810 | | spouse's right to control the decedent's burial or cremation. (Tex. |
---|
3811 | 3811 | | Prob. Code, Secs. 115(a), (b).) |
---|
3812 | 3812 | | Sec. 152.102. HEARING; ISSUANCE OF ORDER. (a) If the court |
---|
3813 | 3813 | | finds that there is good cause to believe that the decedent's |
---|
3814 | 3814 | | surviving spouse is the principal or an accomplice in a wilful act |
---|
3815 | 3815 | | that resulted in the decedent's death, the court may, after notice |
---|
3816 | 3816 | | and a hearing, limit the surviving spouse's right to control the |
---|
3817 | 3817 | | decedent's burial or cremation. |
---|
3818 | 3818 | | (b) Subsection (a) applies: |
---|
3819 | 3819 | | (1) without regard to whether the decedent died |
---|
3820 | 3820 | | intestate or testate; and |
---|
3821 | 3821 | | (2) regardless of whether the surviving spouse is |
---|
3822 | 3822 | | designated by the decedent's will as the executor of the decedent's |
---|
3823 | 3823 | | estate. |
---|
3824 | 3824 | | (c) If the court limits the surviving spouse's right of |
---|
3825 | 3825 | | control as provided by Subsection (a), the court shall designate |
---|
3826 | 3826 | | and authorize a person to make burial or cremation arrangements. |
---|
3827 | 3827 | | (Tex. Prob. Code, Secs. 115(c), (d).) |
---|
3828 | 3828 | | [Chapters 153-200 reserved for expansion] |
---|
3829 | 3829 | | SUBTITLE E. INTESTATE SUCCESSION |
---|
3830 | 3830 | | CHAPTER 201. DESCENT AND DISTRIBUTION |
---|
3831 | 3831 | | SUBCHAPTER A. INTESTATE SUCCESSION |
---|
3832 | 3832 | | Sec. 201.001. ESTATE OF AN INTESTATE NOT LEAVING |
---|
3833 | 3833 | | SPOUSE |
---|
3834 | 3834 | | Sec. 201.002. SEPARATE ESTATE OF AN INTESTATE |
---|
3835 | 3835 | | Sec. 201.003. COMMUNITY ESTATE OF AN INTESTATE |
---|
3836 | 3836 | | [Sections 201.004-201.050 reserved for expansion] |
---|
3837 | 3837 | | SUBCHAPTER B. MATTERS AFFECTING INHERITANCE |
---|
3838 | 3838 | | Sec. 201.051. MATERNAL INHERITANCE |
---|
3839 | 3839 | | Sec. 201.052. PATERNAL INHERITANCE |
---|
3840 | 3840 | | Sec. 201.053. EFFECT OF RELIANCE ON AFFIDAVIT OF |
---|
3841 | 3841 | | HEIRSHIP |
---|
3842 | 3842 | | Sec. 201.054. ADOPTED CHILD |
---|
3843 | 3843 | | Sec. 201.055. ISSUE OF VOID OR VOIDABLE MARRIAGE |
---|
3844 | 3844 | | Sec. 201.056. PERSONS NOT IN BEING |
---|
3845 | 3845 | | Sec. 201.057. COLLATERAL KINDRED OF WHOLE AND HALF |
---|
3846 | 3846 | | BLOOD |
---|
3847 | 3847 | | Sec. 201.058. CONVICTED PERSONS |
---|
3848 | 3848 | | Sec. 201.059. PERSON WHO DIES BY CASUALTY |
---|
3849 | 3849 | | Sec. 201.060. ALIENAGE |
---|
3850 | 3850 | | Sec. 201.061. ESTATE OF PERSON WHO DIES BY SUICIDE |
---|
3851 | 3851 | | Sec. 201.062. TREATMENT OF CERTAIN PARENT-CHILD |
---|
3852 | 3852 | | RELATIONSHIPS |
---|
3853 | 3853 | | [Sections 201.063-201.100 reserved for expansion] |
---|
3854 | 3854 | | SUBCHAPTER C. DISTRIBUTION TO HEIRS |
---|
3855 | 3855 | | Sec. 201.101. DETERMINATION OF PER CAPITA WITH |
---|
3856 | 3856 | | REPRESENTATION DISTRIBUTION |
---|
3857 | 3857 | | Sec. 201.102. NO DISTINCTION BASED ON PROPERTY'S |
---|
3858 | 3858 | | SOURCE |
---|
3859 | 3859 | | Sec. 201.103. TREATMENT OF INTESTATE'S ESTATE |
---|
3860 | 3860 | | [Sections 201.104-201.150 reserved for expansion] |
---|
3861 | 3861 | | SUBCHAPTER D. ADVANCEMENTS |
---|
3862 | 3862 | | Sec. 201.151. DETERMINATION OF ADVANCEMENT; DATE OF |
---|
3863 | 3863 | | VALUATION |
---|
3864 | 3864 | | Sec. 201.152. SURVIVAL OF RECIPIENT REQUIRED |
---|
3865 | 3865 | | CHAPTER 201. DESCENT AND DISTRIBUTION |
---|
3866 | 3866 | | SUBCHAPTER A. INTESTATE SUCCESSION |
---|
3867 | 3867 | | Sec. 201.001. ESTATE OF AN INTESTATE NOT LEAVING SPOUSE. |
---|
3868 | 3868 | | (a) If a person who dies intestate does not leave a spouse, the |
---|
3869 | 3869 | | estate to which the person had title descends and passes in |
---|
3870 | 3870 | | parcenary to the person's kindred in the order provided by this |
---|
3871 | 3871 | | section. |
---|
3872 | 3872 | | (b) The person's estate descends and passes to the person's |
---|
3873 | 3873 | | children and the children's descendants. |
---|
3874 | 3874 | | (c) If no child or child's descendant survives the person, |
---|
3875 | 3875 | | the person's estate descends and passes in equal portions to the |
---|
3876 | 3876 | | person's father and mother. |
---|
3877 | 3877 | | (d) If only the person's father or mother survives the |
---|
3878 | 3878 | | person, the person's estate shall: |
---|
3879 | 3879 | | (1) be divided into two equal portions, with: |
---|
3880 | 3880 | | (A) one portion passing to the surviving parent; |
---|
3881 | 3881 | | and |
---|
3882 | 3882 | | (B) one portion passing to the person's siblings |
---|
3883 | 3883 | | and the siblings' descendants; or |
---|
3884 | 3884 | | (2) be inherited entirely by the surviving parent if |
---|
3885 | 3885 | | there is no sibling of the person or siblings' descendants. |
---|
3886 | 3886 | | (e) If neither the person's father nor mother survives the |
---|
3887 | 3887 | | person, the person's entire estate passes to the person's siblings |
---|
3888 | 3888 | | and the siblings' descendants. |
---|
3889 | 3889 | | (f) If none of the kindred described by Subsections (b)-(e) |
---|
3890 | 3890 | | survive the person, the person's estate shall be divided into two |
---|
3891 | 3891 | | moieties, with: |
---|
3892 | 3892 | | (1) one moiety passing to the person's paternal |
---|
3893 | 3893 | | kindred as provided by Subsection (g); and |
---|
3894 | 3894 | | (2) one moiety passing to the person's maternal |
---|
3895 | 3895 | | kindred as provided by Subsection (h). |
---|
3896 | 3896 | | (g) The moiety passing to the person's paternal kindred |
---|
3897 | 3897 | | passes in the following order: |
---|
3898 | 3898 | | (1) if both paternal grandparents survive the person, |
---|
3899 | 3899 | | equal portions pass to the person's paternal grandfather and |
---|
3900 | 3900 | | grandmother; |
---|
3901 | 3901 | | (2) if only the person's paternal grandfather or |
---|
3902 | 3902 | | grandmother survives the person, the person's estate shall: |
---|
3903 | 3903 | | (A) be divided into two equal portions, with: |
---|
3904 | 3904 | | (i) one portion passing to the surviving |
---|
3905 | 3905 | | grandparent; and |
---|
3906 | 3906 | | (ii) one portion passing to the descendants |
---|
3907 | 3907 | | of the deceased grandparent; or |
---|
3908 | 3908 | | (B) pass entirely to the surviving grandparent if |
---|
3909 | 3909 | | no descendant of the deceased grandparent survives the person; and |
---|
3910 | 3910 | | (3) if neither the person's paternal grandfather nor |
---|
3911 | 3911 | | grandmother survives the person, the moiety passing to the |
---|
3912 | 3912 | | decedent's paternal kindred passes to the descendants of the |
---|
3913 | 3913 | | person's paternal grandfather and grandmother, and so on without |
---|
3914 | 3914 | | end, passing in like manner to the nearest lineal ancestors and |
---|
3915 | 3915 | | their descendants. |
---|
3916 | 3916 | | (h) The moiety passing to the person's maternal kindred |
---|
3917 | 3917 | | passes in the same order and manner as the other moiety passes to |
---|
3918 | 3918 | | the decedent's paternal kindred under Subsection (g). (Tex. Prob. |
---|
3919 | 3919 | | Code, Sec. 38(a).) |
---|
3920 | 3920 | | Sec. 201.002. SEPARATE ESTATE OF AN INTESTATE. (a) If a |
---|
3921 | 3921 | | person who dies intestate leaves a surviving spouse, the estate, |
---|
3922 | 3922 | | other than a community estate, to which the person had title |
---|
3923 | 3923 | | descends and passes as provided by this section. |
---|
3924 | 3924 | | (b) If the person has one or more children or a descendant of |
---|
3925 | 3925 | | a child: |
---|
3926 | 3926 | | (1) the surviving spouse takes one-third of the |
---|
3927 | 3927 | | personal estate; |
---|
3928 | 3928 | | (2) two-thirds of the personal estate descends to the |
---|
3929 | 3929 | | person's child or children, and the descendants of a child or |
---|
3930 | 3930 | | children; and |
---|
3931 | 3931 | | (3) the surviving spouse is entitled to a life estate |
---|
3932 | 3932 | | in one-third of the person's land, with the remainder descending to |
---|
3933 | 3933 | | the person's child or children and the descendants of a child or |
---|
3934 | 3934 | | children. |
---|
3935 | 3935 | | (c) Except as provided by Subsection (d), if the person has |
---|
3936 | 3936 | | no child and no descendant of a child: |
---|
3937 | 3937 | | (1) the surviving spouse is entitled to all of the |
---|
3938 | 3938 | | personal estate; |
---|
3939 | 3939 | | (2) the surviving spouse is entitled to one-half of |
---|
3940 | 3940 | | the person's land without a remainder to any person; and |
---|
3941 | 3941 | | (3) one-half of the person's land passes and is |
---|
3942 | 3942 | | inherited according to the rules of descent and distribution. |
---|
3943 | 3943 | | (d) If the person described by Subsection (c) does not leave |
---|
3944 | 3944 | | a surviving parent or one or more surviving siblings, or their |
---|
3945 | 3945 | | descendants, the surviving spouse is entitled to the entire estate. |
---|
3946 | 3946 | | (Tex. Prob. Code, Sec. 38(b).) |
---|
3947 | 3947 | | Sec. 201.003. COMMUNITY ESTATE OF AN INTESTATE. (a) If a |
---|
3948 | 3948 | | person who dies intestate leaves a surviving spouse, the community |
---|
3949 | 3949 | | estate of the deceased spouse passes as provided by this section. |
---|
3950 | 3950 | | (b) The community estate of the deceased spouse passes to |
---|
3951 | 3951 | | the surviving spouse if: |
---|
3952 | 3952 | | (1) no child or other descendant of the deceased |
---|
3953 | 3953 | | spouse survives the deceased spouse; or |
---|
3954 | 3954 | | (2) all of the surviving children and descendants of |
---|
3955 | 3955 | | the deceased spouse are also children or descendants of the |
---|
3956 | 3956 | | surviving spouse. |
---|
3957 | 3957 | | (c) If the deceased spouse is survived by a child or other |
---|
3958 | 3958 | | descendant who is not also a child or descendant of the surviving |
---|
3959 | 3959 | | spouse, one-half of the community estate is retained by the |
---|
3960 | 3960 | | surviving spouse and the other one-half passes to the deceased |
---|
3961 | 3961 | | spouse's children or descendants. The descendants inherit only the |
---|
3962 | 3962 | | portion of that estate to which they would be entitled under Section |
---|
3963 | 3963 | | 201.101. In every case, the community estate passes charged with |
---|
3964 | 3964 | | the debts against the community estate. (Tex. Prob. Code, Sec. 45.) |
---|
3965 | 3965 | | [Sections 201.004-201.050 reserved for expansion] |
---|
3966 | 3966 | | SUBCHAPTER B. MATTERS AFFECTING INHERITANCE |
---|
3967 | 3967 | | Sec. 201.051. MATERNAL INHERITANCE. For purposes of |
---|
3968 | 3968 | | inheritance, a child is the child of the child's biological or |
---|
3969 | 3969 | | adopted mother, and the child and the child's issue shall inherit |
---|
3970 | 3970 | | from the child's mother and the child's maternal kindred, both |
---|
3971 | 3971 | | descendants, ascendants, and collateral kindred in all degrees, and |
---|
3972 | 3972 | | they may inherit from the child and the child's issue. (Tex. Prob. |
---|
3973 | 3973 | | Code, Sec. 42(a).) |
---|
3974 | 3974 | | Sec. 201.052. PATERNAL INHERITANCE. (a) For purposes of |
---|
3975 | 3975 | | inheritance, a child is the child of the child's biological father |
---|
3976 | 3976 | | if: |
---|
3977 | 3977 | | (1) the child is born under circumstances described by |
---|
3978 | 3978 | | Section 160.201, Family Code; |
---|
3979 | 3979 | | (2) the child is adjudicated to be the child of the |
---|
3980 | 3980 | | father by court decree under Chapter 160, Family Code; |
---|
3981 | 3981 | | (3) the child was adopted by the child's father; or |
---|
3982 | 3982 | | (4) the father executed an acknowledgment of paternity |
---|
3983 | 3983 | | under Subchapter D, Chapter 160, Family Code, or a similar |
---|
3984 | 3984 | | statement properly executed in another jurisdiction. |
---|
3985 | 3985 | | (b) A child described by Subsection (a) and the child's |
---|
3986 | 3986 | | issue shall inherit from the child's father and the child's paternal |
---|
3987 | 3987 | | kindred, both descendants, ascendants, and collateral kindred in |
---|
3988 | 3988 | | all degrees, and they may inherit from the child and the child's |
---|
3989 | 3989 | | issue. |
---|
3990 | 3990 | | (c) A person may petition the probate court for a |
---|
3991 | 3991 | | determination of right of inheritance from a decedent if the |
---|
3992 | 3992 | | person: |
---|
3993 | 3993 | | (1) claims to be a biological child of the decedent and |
---|
3994 | 3994 | | is not otherwise presumed to be a child of the decedent; or |
---|
3995 | 3995 | | (2) claims inheritance through a biological child of |
---|
3996 | 3996 | | the decedent who is not otherwise presumed to be a child of the |
---|
3997 | 3997 | | decedent. |
---|
3998 | 3998 | | (d) If under Subsection (c) the court finds by clear and |
---|
3999 | 3999 | | convincing evidence that the purported father was the biological |
---|
4000 | 4000 | | father of the child: |
---|
4001 | 4001 | | (1) the child is treated as any other child of the |
---|
4002 | 4002 | | decedent for purposes of inheritance; and |
---|
4003 | 4003 | | (2) the child and the child's issue may inherit from |
---|
4004 | 4004 | | the child's paternal kindred, both descendants, ascendants, and |
---|
4005 | 4005 | | collateral kindred in all degrees, and they may inherit from the |
---|
4006 | 4006 | | child and the child's issue. |
---|
4007 | 4007 | | (e) This section does not permit inheritance by a purported |
---|
4008 | 4008 | | father of a child, recognized or not, if the purported father's |
---|
4009 | 4009 | | parental rights have been terminated. (Tex. Prob. Code, Sec. |
---|
4010 | 4010 | | 42(b)(1).) |
---|
4011 | 4011 | | Sec. 201.053. EFFECT OF RELIANCE ON AFFIDAVIT OF HEIRSHIP. |
---|
4012 | 4012 | | (a) A person who purchases for valuable consideration any interest |
---|
4013 | 4013 | | in property of the heirs of a decedent acquires good title to the |
---|
4014 | 4014 | | interest that the person would have received, as purchaser, in the |
---|
4015 | 4015 | | absence of a claim of the child described by Subdivision (1), if the |
---|
4016 | 4016 | | person: |
---|
4017 | 4017 | | (1) in good faith relies on the declarations in an |
---|
4018 | 4018 | | affidavit of heirship that does not include a child who at the time |
---|
4019 | 4019 | | of the sale or contract of sale of the property: |
---|
4020 | 4020 | | (A) is not a presumed child of the decedent; and |
---|
4021 | 4021 | | (B) has not under a final court decree or |
---|
4022 | 4022 | | judgment been found to be entitled to treatment under Section |
---|
4023 | 4023 | | 201.052 as a child of the decedent; and |
---|
4024 | 4024 | | (2) is without knowledge of the claim of the child |
---|
4025 | 4025 | | described by Subdivision (1). |
---|
4026 | 4026 | | (b) Subsection (a) does not affect any liability of the |
---|
4027 | 4027 | | heirs for the proceeds of a sale described by Subsection (a) to the |
---|
4028 | 4028 | | child who was not included in the affidavit of heirship. (Tex. |
---|
4029 | 4029 | | Prob. Code, Sec. 42(b)(2).) |
---|
4030 | 4030 | | Sec. 201.054. ADOPTED CHILD. (a) For purposes of |
---|
4031 | 4031 | | inheritance under the laws of descent and distribution, an adopted |
---|
4032 | 4032 | | child is regarded as the child of the adoptive parent or parents, |
---|
4033 | 4033 | | and the adopted child and the adopted child's descendants inherit |
---|
4034 | 4034 | | from and through the adoptive parent or parents and their kindred as |
---|
4035 | 4035 | | if the adopted child were the natural child of the adoptive parent |
---|
4036 | 4036 | | or parents. The adoptive parent or parents and their kindred |
---|
4037 | 4037 | | inherit from and through the adopted child as if the adopted child |
---|
4038 | 4038 | | were the natural child of the adoptive parent or parents. |
---|
4039 | 4039 | | (b) The natural parent or parents of an adopted child and |
---|
4040 | 4040 | | the kindred of the natural parent or parents may not inherit from or |
---|
4041 | 4041 | | through the adopted child, but the adopted child inherits from and |
---|
4042 | 4042 | | through the child's natural parent or parents, except as provided |
---|
4043 | 4043 | | by Section 162.507(c), Family Code. |
---|
4044 | 4044 | | (c) This section does not prevent an adoptive parent from |
---|
4045 | 4045 | | disposing of the parent's property by will according to law. |
---|
4046 | 4046 | | (d) This section does not diminish the rights of an adopted |
---|
4047 | 4047 | | child under the laws of descent and distribution or otherwise that |
---|
4048 | 4048 | | the adopted child acquired by virtue of inclusion in the definition |
---|
4049 | 4049 | | of "child" under Section 22.004. (Tex. Prob. Code, Sec. 40.) |
---|
4050 | 4050 | | Sec. 201.055. ISSUE OF VOID OR VOIDABLE MARRIAGE. The issue |
---|
4051 | 4051 | | of a marriage declared void or voided by annulment shall be treated |
---|
4052 | 4052 | | in the same manner as the issue of a valid marriage. (Tex. Prob. |
---|
4053 | 4053 | | Code, Sec. 42(d).) |
---|
4054 | 4054 | | Sec. 201.056. PERSONS NOT IN BEING. No right of inheritance |
---|
4055 | 4055 | | accrues to any person other than to a child or lineal descendant of |
---|
4056 | 4056 | | an intestate, unless the person is in being and capable in law to |
---|
4057 | 4057 | | take as an heir at the time of the intestate's death. (Tex. Prob. |
---|
4058 | 4058 | | Code, Sec. 41(a).) |
---|
4059 | 4059 | | Sec. 201.057. COLLATERAL KINDRED OF WHOLE AND HALF BLOOD. |
---|
4060 | 4060 | | If the inheritance from an intestate passes to the collateral |
---|
4061 | 4061 | | kindred of the intestate and part of the collateral kindred are of |
---|
4062 | 4062 | | whole blood and the other part are of half blood of the intestate, |
---|
4063 | 4063 | | each of the collateral kindred who is of half blood inherits only |
---|
4064 | 4064 | | half as much as that inherited by each of the collateral kindred who |
---|
4065 | 4065 | | is of whole blood. If all of the collateral kindred are of half |
---|
4066 | 4066 | | blood of the intestate, each of the collateral kindred inherits a |
---|
4067 | 4067 | | whole portion. (Tex. Prob. Code, Sec. 41(b).) |
---|
4068 | 4068 | | Sec. 201.058. CONVICTED PERSONS. (a) No conviction shall |
---|
4069 | 4069 | | work corruption of blood or forfeiture of estate except as provided |
---|
4070 | 4070 | | by Subsection (b). |
---|
4071 | 4071 | | (b) If a beneficiary of a life insurance policy or contract |
---|
4072 | 4072 | | is convicted and sentenced as a principal or accomplice in wilfully |
---|
4073 | 4073 | | bringing about the death of the insured, the proceeds of the |
---|
4074 | 4074 | | insurance policy or contract shall be paid in the manner provided by |
---|
4075 | 4075 | | the Insurance Code. (Tex. Prob. Code, Sec. 41(d) (part).) |
---|
4076 | 4076 | | Sec. 201.059. PERSON WHO DIES BY CASUALTY. Death by |
---|
4077 | 4077 | | casualty does not result in forfeiture of estate. (Tex. Prob. Code, |
---|
4078 | 4078 | | Sec. 41(d) (part).) |
---|
4079 | 4079 | | Sec. 201.060. ALIENAGE. A person is not disqualified to |
---|
4080 | 4080 | | take as an heir because the person, or another person through whom |
---|
4081 | 4081 | | the person claims, is or has been an alien. (Tex. Prob. Code, Sec. |
---|
4082 | 4082 | | 41(c).) |
---|
4083 | 4083 | | Sec. 201.061. ESTATE OF PERSON WHO DIES BY SUICIDE. The |
---|
4084 | 4084 | | estate of a person who commits suicide descends or vests as if the |
---|
4085 | 4085 | | person died a natural death. (Tex. Prob. Code, Sec. 41(d) (part).) |
---|
4086 | 4086 | | Sec. 201.062. TREATMENT OF CERTAIN PARENT-CHILD |
---|
4087 | 4087 | | RELATIONSHIPS. (a) A probate court may enter an order declaring |
---|
4088 | 4088 | | that the parent of a child under 18 years of age may not inherit from |
---|
4089 | 4089 | | or through the child under the laws of descent and distribution if |
---|
4090 | 4090 | | the court finds by clear and convincing evidence that the parent |
---|
4091 | 4091 | | has: |
---|
4092 | 4092 | | (1) voluntarily abandoned and failed to support the |
---|
4093 | 4093 | | child in accordance with the parent's obligation or ability for at |
---|
4094 | 4094 | | least three years before the date of the child's death, and did not |
---|
4095 | 4095 | | resume support for the child before that date; |
---|
4096 | 4096 | | (2) voluntarily and with knowledge of the pregnancy: |
---|
4097 | 4097 | | (A) abandoned the child's mother beginning at a |
---|
4098 | 4098 | | time during her pregnancy with the child and continuing through the |
---|
4099 | 4099 | | birth; |
---|
4100 | 4100 | | (B) failed to provide adequate support or medical |
---|
4101 | 4101 | | care for the mother during the period of abandonment before the |
---|
4102 | 4102 | | child's birth; and |
---|
4103 | 4103 | | (C) remained apart from and failed to support the |
---|
4104 | 4104 | | child since birth; or |
---|
4105 | 4105 | | (3) been convicted or has been placed on community |
---|
4106 | 4106 | | supervision, including deferred adjudication community |
---|
4107 | 4107 | | supervision, for being criminally responsible for the death or |
---|
4108 | 4108 | | serious injury of a child under the following sections of the Penal |
---|
4109 | 4109 | | Code or adjudicated under Title 3, Family Code, for conduct that |
---|
4110 | 4110 | | caused the death or serious injury of a child and that would |
---|
4111 | 4111 | | constitute a violation of one of the following sections of the Penal |
---|
4112 | 4112 | | Code: |
---|
4113 | 4113 | | (A) Section 19.02 (murder); |
---|
4114 | 4114 | | (B) Section 19.03 (capital murder); |
---|
4115 | 4115 | | (C) Section 19.04 (manslaughter); |
---|
4116 | 4116 | | (D) Section 21.11 (indecency with a child); |
---|
4117 | 4117 | | (E) Section 22.01 (assault); |
---|
4118 | 4118 | | (F) Section 22.011 (sexual assault); |
---|
4119 | 4119 | | (G) Section 22.02 (aggravated assault); |
---|
4120 | 4120 | | (H) Section 22.021 (aggravated sexual assault); |
---|
4121 | 4121 | | (I) Section 22.04 (injury to a child, elderly |
---|
4122 | 4122 | | individual, or disabled individual); |
---|
4123 | 4123 | | (J) Section 22.041 (abandoning or endangering |
---|
4124 | 4124 | | child); |
---|
4125 | 4125 | | (K) Section 25.02 (prohibited sexual conduct); |
---|
4126 | 4126 | | (L) Section 43.25 (sexual performance by a |
---|
4127 | 4127 | | child); or |
---|
4128 | 4128 | | (M) Section 43.26 (possession or promotion of |
---|
4129 | 4129 | | child pornography). |
---|
4130 | 4130 | | (b) On a determination under Subsection (a) that the parent |
---|
4131 | 4131 | | of a child may not inherit from or through the child, the parent |
---|
4132 | 4132 | | shall be treated as if the parent predeceased the child for purposes |
---|
4133 | 4133 | | of: |
---|
4134 | 4134 | | (1) inheritance under the laws of descent and |
---|
4135 | 4135 | | distribution; and |
---|
4136 | 4136 | | (2) any other cause of action based on parentage. |
---|
4137 | 4137 | | (Tex. Prob. Code, Secs. 41(e), (f).) |
---|
4138 | 4138 | | [Sections 201.063-201.100 reserved for expansion] |
---|
4139 | 4139 | | SUBCHAPTER C. DISTRIBUTION TO HEIRS |
---|
4140 | 4140 | | Sec. 201.101. DETERMINATION OF PER CAPITA WITH |
---|
4141 | 4141 | | REPRESENTATION DISTRIBUTION. (a) The children, descendants, |
---|
4142 | 4142 | | brothers, sisters, uncles, aunts, or other relatives of an |
---|
4143 | 4143 | | intestate who stand in the first or same degree of relationship |
---|
4144 | 4144 | | alone and come into the distribution of the intestate's estate take |
---|
4145 | 4145 | | per capita, which means by persons. |
---|
4146 | 4146 | | (b) If some of the persons described by Subsection (a) are |
---|
4147 | 4147 | | dead and some are living, each descendant of those persons who have |
---|
4148 | 4148 | | died is entitled to a distribution of the intestate's estate. Each |
---|
4149 | 4149 | | descendant inherits only that portion of the property to which the |
---|
4150 | 4150 | | parent through whom the descendant inherits would be entitled if |
---|
4151 | 4151 | | that parent were alive. (Tex. Prob. Code, Sec. 43.) |
---|
4152 | 4152 | | Sec. 201.102. NO DISTINCTION BASED ON PROPERTY'S SOURCE. A |
---|
4153 | 4153 | | distinction may not be made, in regulating the descent and |
---|
4154 | 4154 | | distribution of an estate of a person dying intestate, between |
---|
4155 | 4155 | | property derived by gift, devise, or descent from the intestate's |
---|
4156 | 4156 | | father, and property derived by gift, devise, or descent from the |
---|
4157 | 4157 | | intestate's mother. (Tex. Prob. Code, Sec. 39 (part).) |
---|
4158 | 4158 | | Sec. 201.103. TREATMENT OF INTESTATE'S ESTATE. All of the |
---|
4159 | 4159 | | estate to which an intestate had title at the time of death descends |
---|
4160 | 4160 | | and vests in the intestate's heirs in the same manner as if the |
---|
4161 | 4161 | | intestate had been the original purchaser. (Tex. Prob. Code, Sec. |
---|
4162 | 4162 | | 39 (part).) |
---|
4163 | 4163 | | [Sections 201.104-201.150 reserved for expansion] |
---|
4164 | 4164 | | SUBCHAPTER D. ADVANCEMENTS |
---|
4165 | 4165 | | Sec. 201.151. DETERMINATION OF ADVANCEMENT; DATE OF |
---|
4166 | 4166 | | VALUATION. (a) If a decedent dies intestate as to all or part of the |
---|
4167 | 4167 | | decedent's estate, property that the decedent gave during the |
---|
4168 | 4168 | | decedent's lifetime to a person who, on the date of the decedent's |
---|
4169 | 4169 | | death, is the decedent's heir, or property received by the |
---|
4170 | 4170 | | decedent's heir under a nontestamentary transfer under Subchapter |
---|
4171 | 4171 | | B, Chapter 111, or Chapter 112 or 113, is an advancement against the |
---|
4172 | 4172 | | heir's intestate share of the estate only if: |
---|
4173 | 4173 | | (1) the decedent declared in a contemporaneous |
---|
4174 | 4174 | | writing, or the heir acknowledged in writing, that the gift or |
---|
4175 | 4175 | | nontestamentary transfer is an advancement; or |
---|
4176 | 4176 | | (2) the decedent's contemporaneous writing or the |
---|
4177 | 4177 | | heir's written acknowledgment otherwise indicates that the gift or |
---|
4178 | 4178 | | nontestamentary transfer is to be considered in computing the |
---|
4179 | 4179 | | division and distribution of the decedent's intestate estate. |
---|
4180 | 4180 | | (b) For purposes of Subsection (a), property that is |
---|
4181 | 4181 | | advanced is valued as of the earlier of: |
---|
4182 | 4182 | | (1) the time that the heir came into possession or |
---|
4183 | 4183 | | enjoyment of the property; or |
---|
4184 | 4184 | | (2) the time of the decedent's death. (Tex. Prob. |
---|
4185 | 4185 | | Code, Secs. 44(a), (b).) |
---|
4186 | 4186 | | Sec. 201.152. SURVIVAL OF RECIPIENT REQUIRED. If the |
---|
4187 | 4187 | | recipient of property described by Section 201.151 does not survive |
---|
4188 | 4188 | | the decedent, the property is not considered in computing the |
---|
4189 | 4189 | | division and distribution of the decedent's intestate estate unless |
---|
4190 | 4190 | | the decedent's contemporaneous writing provides otherwise. (Tex. |
---|
4191 | 4191 | | Prob. Code, Sec. 44(c).) |
---|
4192 | 4192 | | CHAPTER 202. DETERMINATION OF HEIRSHIP |
---|
4193 | 4193 | | SUBCHAPTER A. AUTHORIZATION AND PROCEDURES FOR COMMENCEMENT OF PROCEEDING TO DECLARE HEIRSHIP |
---|
4194 | 4194 | | PROCEEDING TO DECLARE HEIRSHIP |
---|
4195 | 4195 | | Sec. 202.001. GENERAL AUTHORIZATION FOR AND NATURE OF |
---|
4196 | 4196 | | PROCEEDING TO DECLARE HEIRSHIP |
---|
4197 | 4197 | | Sec. 202.002. CIRCUMSTANCES UNDER WHICH PROCEEDING TO |
---|
4198 | 4198 | | DECLARE HEIRSHIP IS AUTHORIZED |
---|
4199 | 4199 | | Sec. 202.003. VENUE FOR PROCEEDING TO DECLARE HEIRSHIP |
---|
4200 | 4200 | | Sec. 202.004. PERSONS WHO MAY COMMENCE PROCEEDING TO |
---|
4201 | 4201 | | DECLARE HEIRSHIP |
---|
4202 | 4202 | | Sec. 202.005. APPLICATION FOR PROCEEDING TO DECLARE |
---|
4203 | 4203 | | HEIRSHIP |
---|
4204 | 4204 | | Sec. 202.006. REQUEST FOR DETERMINATION OF NECESSITY |
---|
4205 | 4205 | | FOR ADMINISTRATION |
---|
4206 | 4206 | | Sec. 202.007. AFFIDAVIT SUPPORTING APPLICATION |
---|
4207 | 4207 | | REQUIRED |
---|
4208 | 4208 | | Sec. 202.008. REQUIRED PARTIES TO PROCEEDING TO |
---|
4209 | 4209 | | DECLARE HEIRSHIP |
---|
4210 | 4210 | | Sec. 202.009. REPRESENTATION OF INTERESTS OF CERTAIN |
---|
4211 | 4211 | | PERSONS |
---|
4212 | 4212 | | [Sections 202.010-202.050 reserved for expansion] |
---|
4213 | 4213 | | SUBCHAPTER B. NOTICE OF PROCEEDING TO DECLARE HEIRSHIP |
---|
4214 | 4214 | | Sec. 202.051. SERVICE OF CITATION BY MAIL WHEN |
---|
4215 | 4215 | | OR ASCERTAINABLE |
---|
4216 | 4216 | | Sec. 202.052. SERVICE OF CITATION BY PUBLICATION WHEN |
---|
4217 | 4217 | | ASCERTAINABLE |
---|
4218 | 4218 | | Sec. 202.053. REQUIRED POSTING OF CITATION |
---|
4219 | 4219 | | Sec. 202.054. PERSONAL SERVICE OF CITATION MAY BE |
---|
4220 | 4220 | | REQUIRED |
---|
4221 | 4221 | | Sec. 202.055. SERVICE OF CITATION ON CERTAIN PERSONS |
---|
4222 | 4222 | | NOT REQUIRED |
---|
4223 | 4223 | | Sec. 202.056. WAIVER OF SERVICE OF CITATION ON CERTAIN |
---|
4224 | 4224 | | PERSONS NOT PERMITTED |
---|
4225 | 4225 | | [Sections 202.057-202.100 reserved for expansion] |
---|
4226 | 4226 | | SUBCHAPTER C. TRANSFER OF PENDING PROCEEDING TO DECLARE HEIRSHIP |
---|
4227 | 4227 | | Sec. 202.101. REQUIRED TRANSFER OF PENDING PROCEEDING |
---|
4228 | 4228 | | CIRCUMSTANCES |
---|
4229 | 4229 | | Sec. 202.102. TRANSFER OF RECORDS |
---|
4230 | 4230 | | Sec. 202.103. PROCEDURES APPLICABLE TO TRANSFERRED |
---|
4231 | 4231 | | CONSOLIDATION WITH OTHER PROCEEDING |
---|
4232 | 4232 | | [Sections 202.104-202.150 reserved for expansion] |
---|
4233 | 4233 | | SUBCHAPTER D. EVIDENCE RELATING TO DETERMINATION OF HEIRSHIP |
---|
4234 | 4234 | | Sec. 202.151. WRITTEN EVIDENCE IN PROCEEDING TO |
---|
4235 | 4235 | | DECLARE HEIRSHIP |
---|
4236 | 4236 | | [Sections 202.152-202.200 reserved for expansion] |
---|
4237 | 4237 | | SUBCHAPTER E. JUDGMENT IN PROCEEDING TO DECLARE HEIRSHIP |
---|
4238 | 4238 | | Sec. 202.201. REQUIRED STATEMENTS IN JUDGMENT |
---|
4239 | 4239 | | Sec. 202.202. FINALITY AND APPEAL OF JUDGMENT |
---|
4240 | 4240 | | Sec. 202.203. CORRECTION OF JUDGMENT AT REQUEST OF |
---|
4241 | 4241 | | HEIR NOT PROPERLY SERVED |
---|
4242 | 4242 | | Sec. 202.204. LIMITATION OF LIABILITY OF CERTAIN |
---|
4243 | 4243 | | JUDGMENT |
---|
4244 | 4244 | | Sec. 202.205. EFFECT OF CERTAIN JUDGMENTS ON LIABILITY |
---|
4245 | 4245 | | TO CREDITORS |
---|
4246 | 4246 | | Sec. 202.206. FILING AND RECORDING OF JUDGMENT |
---|
4247 | 4247 | | CHAPTER 202. DETERMINATION OF HEIRSHIP |
---|
4248 | 4248 | | SUBCHAPTER A. AUTHORIZATION AND PROCEDURES FOR COMMENCEMENT OF |
---|
4249 | 4249 | | PROCEEDING TO DECLARE HEIRSHIP |
---|
4250 | 4250 | | Sec. 202.001. GENERAL AUTHORIZATION FOR AND NATURE OF |
---|
4251 | 4251 | | PROCEEDING TO DECLARE HEIRSHIP. In the manner provided by this |
---|
4252 | 4252 | | chapter, a court may determine through a proceeding to declare |
---|
4253 | 4253 | | heirship: |
---|
4254 | 4254 | | (1) the persons who are a decedent's heirs and only |
---|
4255 | 4255 | | heirs; and |
---|
4256 | 4256 | | (2) the heirs' respective shares and interests under |
---|
4257 | 4257 | | the laws of this state in the decedent's estate. (Tex. Prob. Code, |
---|
4258 | 4258 | | Sec. 48(a) (part).) |
---|
4259 | 4259 | | Sec. 202.002. CIRCUMSTANCES UNDER WHICH PROCEEDING TO |
---|
4260 | 4260 | | DECLARE HEIRSHIP IS AUTHORIZED. A court may conduct a proceeding to |
---|
4261 | 4261 | | declare heirship when: |
---|
4262 | 4262 | | (1) a person dies intestate owning or entitled to |
---|
4263 | 4263 | | property in this state and there has been no administration in this |
---|
4264 | 4264 | | state of the person's estate; or |
---|
4265 | 4265 | | (2) there has been a will probated in this state or |
---|
4266 | 4266 | | elsewhere or an administration in this state of the decedent's |
---|
4267 | 4267 | | estate, but: |
---|
4268 | 4268 | | (A) property in this state was omitted from the |
---|
4269 | 4269 | | will or administration; or |
---|
4270 | 4270 | | (B) no final disposition of property in this |
---|
4271 | 4271 | | state has been made in the administration. (Tex. Prob. Code, Sec. |
---|
4272 | 4272 | | 48(a) (part).) |
---|
4273 | 4273 | | Sec. 202.003. VENUE FOR PROCEEDING TO DECLARE HEIRSHIP. |
---|
4274 | 4274 | | (a) A proceeding to declare heirship of a decedent may be conducted |
---|
4275 | 4275 | | by: |
---|
4276 | 4276 | | (1) the court of the county in which a proceeding to |
---|
4277 | 4277 | | probate the decedent's will or for the administration of the |
---|
4278 | 4278 | | decedent's estate was most recently pending; or |
---|
4279 | 4279 | | (2) if no will of the decedent has been admitted to |
---|
4280 | 4280 | | probate in this state and no administration of the decedent's |
---|
4281 | 4281 | | estate has been granted in this state, the court of the county in |
---|
4282 | 4282 | | which venue would be proper for commencement of an administration |
---|
4283 | 4283 | | of the decedent's estate under Section 6. |
---|
4284 | 4284 | | (b) Notwithstanding Subsection (a), a probate court in |
---|
4285 | 4285 | | which proceedings for the guardianship of the estate of a ward who |
---|
4286 | 4286 | | dies intestate were pending at the time of the decedent's death may, |
---|
4287 | 4287 | | if there is no administration pending in the estate, determine: |
---|
4288 | 4288 | | (1) the persons who are the decedent's heirs and only |
---|
4289 | 4289 | | heirs; and |
---|
4290 | 4290 | | (2) the heirs' respective shares and interests under |
---|
4291 | 4291 | | the laws of this state in the decedent's estate. (Tex. Prob. Code, |
---|
4292 | 4292 | | Secs. 48(a) (part), (c).) |
---|
4293 | 4293 | | Sec. 202.004. PERSONS WHO MAY COMMENCE PROCEEDING TO |
---|
4294 | 4294 | | DECLARE HEIRSHIP. A proceeding to declare heirship of a decedent |
---|
4295 | 4295 | | may be commenced and maintained under a circumstance specified by |
---|
4296 | 4296 | | Section 202.002 by: |
---|
4297 | 4297 | | (1) the personal representative of the decedent's |
---|
4298 | 4298 | | estate; |
---|
4299 | 4299 | | (2) a person claiming to be a secured creditor or the |
---|
4300 | 4300 | | owner of all or part of the decedent's estate; or |
---|
4301 | 4301 | | (3) if the decedent was a ward with respect to whom a |
---|
4302 | 4302 | | guardian of the estate had been appointed, the guardian of the |
---|
4303 | 4303 | | estate, provided that the proceeding is commenced and maintained in |
---|
4304 | 4304 | | the probate court in which the proceedings for the guardianship of |
---|
4305 | 4305 | | the estate were pending at the time of the decedent's death. (Tex. |
---|
4306 | 4306 | | Prob. Code, Sec. 49(a) (part).) |
---|
4307 | 4307 | | Sec. 202.005. APPLICATION FOR PROCEEDING TO DECLARE |
---|
4308 | 4308 | | HEIRSHIP. A person authorized by Section 202.004 to commence a |
---|
4309 | 4309 | | proceeding to declare heirship must file an application in a court |
---|
4310 | 4310 | | specified by Section 202.003 to commence the proceeding. The |
---|
4311 | 4311 | | application must state: |
---|
4312 | 4312 | | (1) the decedent's name and time and place of death; |
---|
4313 | 4313 | | (2) the names and residences of the decedent's heirs, |
---|
4314 | 4314 | | the relationship of each heir to the decedent, and the true interest |
---|
4315 | 4315 | | of the applicant and each of the heirs in the decedent's estate; |
---|
4316 | 4316 | | (3) if the time or place of the decedent's death or the |
---|
4317 | 4317 | | name or residence of an heir is not definitely known to the |
---|
4318 | 4318 | | applicant, all the material facts and circumstances with respect to |
---|
4319 | 4319 | | which the applicant has knowledge and information that might |
---|
4320 | 4320 | | reasonably tend to show the time or place of the decedent's death or |
---|
4321 | 4321 | | the name or residence of the heir; |
---|
4322 | 4322 | | (4) that all children born to or adopted by the |
---|
4323 | 4323 | | decedent have been listed; |
---|
4324 | 4324 | | (5) that each of the decedent's marriages has been |
---|
4325 | 4325 | | listed with: |
---|
4326 | 4326 | | (A) the date of the marriage; |
---|
4327 | 4327 | | (B) the name of the spouse; |
---|
4328 | 4328 | | (C) the date and place of termination if the |
---|
4329 | 4329 | | marriage was terminated; and |
---|
4330 | 4330 | | (D) other facts to show whether a spouse has had |
---|
4331 | 4331 | | an interest in the decedent's property; |
---|
4332 | 4332 | | (6) whether the decedent died testate and, if so, what |
---|
4333 | 4333 | | disposition has been made of the will; |
---|
4334 | 4334 | | (7) a general description of all property belonging to |
---|
4335 | 4335 | | the decedent's estate; and |
---|
4336 | 4336 | | (8) an explanation for the omission from the |
---|
4337 | 4337 | | application of any of the information required by this section. |
---|
4338 | 4338 | | (Tex. Prob. Code, Sec. 49(a) (part).) |
---|
4339 | 4339 | | Sec. 202.006. REQUEST FOR DETERMINATION OF NECESSITY FOR |
---|
4340 | 4340 | | ADMINISTRATION. A person who files an application under Section |
---|
4341 | 4341 | | 202.005 not later than the fourth anniversary of the date of the |
---|
4342 | 4342 | | death of the decedent who is the subject of the application may |
---|
4343 | 4343 | | request that the court determine whether there is a need for |
---|
4344 | 4344 | | administration of the decedent's estate. The court shall hear |
---|
4345 | 4345 | | evidence on the issue and, in the court's judgment, make a |
---|
4346 | 4346 | | determination of the issue. (Tex. Prob. Code, Sec. 48(b).) |
---|
4347 | 4347 | | Sec. 202.007. AFFIDAVIT SUPPORTING APPLICATION REQUIRED. |
---|
4348 | 4348 | | (a) An application filed under Section 202.005 must be supported by |
---|
4349 | 4349 | | the affidavit of each applicant. |
---|
4350 | 4350 | | (b) An affidavit of an applicant under Subsection (a) must |
---|
4351 | 4351 | | state that, to the applicant's knowledge: |
---|
4352 | 4352 | | (1) all the allegations in the application are true; |
---|
4353 | 4353 | | and |
---|
4354 | 4354 | | (2) no material fact or circumstance has been omitted |
---|
4355 | 4355 | | from the application. (Tex. Prob. Code, Sec. 49(b) (part).) |
---|
4356 | 4356 | | Sec. 202.008. REQUIRED PARTIES TO PROCEEDING TO DECLARE |
---|
4357 | 4357 | | HEIRSHIP. Each of the following persons must be made a party to a |
---|
4358 | 4358 | | proceeding to declare heirship: |
---|
4359 | 4359 | | (1) each unknown heir of the decedent who is the |
---|
4360 | 4360 | | subject of the proceeding; |
---|
4361 | 4361 | | (2) each person who is named as an heir of the decedent |
---|
4362 | 4362 | | in the application filed under Section 202.005; and |
---|
4363 | 4363 | | (3) each person who is, on the filing date of the |
---|
4364 | 4364 | | application, shown as owning a share or interest in any real |
---|
4365 | 4365 | | property described in the application by the deed records of the |
---|
4366 | 4366 | | county in which the property is located. (Tex. Prob. Code, Sec. |
---|
4367 | 4367 | | 49(b) (part).) |
---|
4368 | 4368 | | Sec. 202.009. REPRESENTATION OF INTERESTS OF CERTAIN |
---|
4369 | 4369 | | PERSONS. (a) If it appears to the court in a proceeding to declare |
---|
4370 | 4370 | | heirship that there is or may be a living heir whose name or |
---|
4371 | 4371 | | whereabouts is unknown, or that a defendant is an incapacitated |
---|
4372 | 4372 | | person, the court may appoint an attorney ad litem or guardian ad |
---|
4373 | 4373 | | litem to represent the interests of that person. The court may not |
---|
4374 | 4374 | | appoint an attorney ad litem or guardian ad litem unless the court |
---|
4375 | 4375 | | finds that the appointment is necessary to protect the interests of |
---|
4376 | 4376 | | the living heir or incapacitated person. |
---|
4377 | 4377 | | (b) The court shall appoint an attorney ad litem to |
---|
4378 | 4378 | | represent the interests of unknown heirs. (Tex. Prob. Code, Secs. |
---|
4379 | 4379 | | 53(b), (c).) |
---|
4380 | 4380 | | [Sections 202.010-202.050 reserved for expansion] |
---|
4381 | 4381 | | SUBCHAPTER B. NOTICE OF PROCEEDING TO DECLARE HEIRSHIP |
---|
4382 | 4382 | | Sec. 202.051. SERVICE OF CITATION BY MAIL WHEN RECIPIENT'S |
---|
4383 | 4383 | | NAME AND ADDRESS ARE KNOWN OR ASCERTAINABLE. Except as provided by |
---|
4384 | 4384 | | Section 202.054, citation in a proceeding to declare heirship must |
---|
4385 | 4385 | | be served by registered or certified mail on: |
---|
4386 | 4386 | | (1) each distributee who is 12 years of age or older |
---|
4387 | 4387 | | and whose name and address are known or can be ascertained through |
---|
4388 | 4388 | | the exercise of reasonable diligence; and |
---|
4389 | 4389 | | (2) the parent, managing conservator, or guardian of |
---|
4390 | 4390 | | each distributee who is younger than 12 years of age if the name and |
---|
4391 | 4391 | | address of the parent, managing conservator, or guardian are known |
---|
4392 | 4392 | | or can be reasonably ascertained. (Tex. Prob. Code, Sec. 50(a) |
---|
4393 | 4393 | | (part).) |
---|
4394 | 4394 | | Sec. 202.052. SERVICE OF CITATION BY PUBLICATION WHEN |
---|
4395 | 4395 | | RECIPIENT'S NAME OR ADDRESS IS NOT ASCERTAINABLE. If the address of |
---|
4396 | 4396 | | a person or entity on whom citation is required to be served cannot |
---|
4397 | 4397 | | be ascertained, citation must be served on the person or entity by |
---|
4398 | 4398 | | publication in the county in which the proceeding to declare |
---|
4399 | 4399 | | heirship is commenced and in the county of the last residence of the |
---|
4400 | 4400 | | decedent who is the subject of the proceeding, if that residence was |
---|
4401 | 4401 | | in a county other than the county in which the proceeding is |
---|
4402 | 4402 | | commenced. To determine whether a decedent has any other heirs, |
---|
4403 | 4403 | | citation must be served on unknown heirs by publication in the |
---|
4404 | 4404 | | manner provided by this section. (Tex. Prob. Code, Sec. 50(b).) |
---|
4405 | 4405 | | Sec. 202.053. REQUIRED POSTING OF CITATION. Except in a |
---|
4406 | 4406 | | proceeding in which citation is served by publication as provided |
---|
4407 | 4407 | | by Section 202.052, citation in a proceeding to declare heirship |
---|
4408 | 4408 | | must be posted in: |
---|
4409 | 4409 | | (1) the county in which the proceeding is commenced; |
---|
4410 | 4410 | | and |
---|
4411 | 4411 | | (2) the county of the last residence of the decedent |
---|
4412 | 4412 | | who is the subject of the proceeding. (Tex. Prob. Code, Sec. 50(c).) |
---|
4413 | 4413 | | Sec. 202.054. PERSONAL SERVICE OF CITATION MAY BE REQUIRED. |
---|
4414 | 4414 | | The court may require that service of citation in a proceeding to |
---|
4415 | 4415 | | declare heirship be made by personal service on some or all of those |
---|
4416 | 4416 | | named as distributees in the application filed under Section |
---|
4417 | 4417 | | 202.005. (Tex. Prob. Code, Sec. 50(a) (part).) |
---|
4418 | 4418 | | Sec. 202.055. SERVICE OF CITATION ON CERTAIN PERSONS NOT |
---|
4419 | 4419 | | REQUIRED. A party to a proceeding to declare heirship who executed |
---|
4420 | 4420 | | the application filed under Section 202.005 is not required to be |
---|
4421 | 4421 | | served by any method. (Tex. Prob. Code, Sec. 50(d).) |
---|
4422 | 4422 | | Sec. 202.056. WAIVER OF SERVICE OF CITATION ON CERTAIN |
---|
4423 | 4423 | | PERSONS NOT PERMITTED. A parent, managing conservator, guardian, |
---|
4424 | 4424 | | attorney ad litem, or guardian ad litem of a distributee who is 12 |
---|
4425 | 4425 | | years of age or older, but younger than 19 years of age, may not |
---|
4426 | 4426 | | waive citation required by this subchapter to be served on the |
---|
4427 | 4427 | | distributee. (Tex. Prob. Code, Sec. 50(e).) |
---|
4428 | 4428 | | [Sections 202.057-202.100 reserved for expansion] |
---|
4429 | 4429 | | SUBCHAPTER C. TRANSFER OF PENDING PROCEEDING TO DECLARE HEIRSHIP |
---|
4430 | 4430 | | Sec. 202.101. REQUIRED TRANSFER OF PENDING PROCEEDING TO |
---|
4431 | 4431 | | DECLARE HEIRSHIP UNDER CERTAIN CIRCUMSTANCES. If, after a |
---|
4432 | 4432 | | proceeding to declare heirship is commenced, an administration of |
---|
4433 | 4433 | | the estate of the decedent who is the subject of the proceeding is |
---|
4434 | 4434 | | granted in this state or the decedent's will is admitted to probate |
---|
4435 | 4435 | | in this state, the court in which the proceeding to declare |
---|
4436 | 4436 | | heirship is pending shall, by an order entered of record in the |
---|
4437 | 4437 | | proceeding, transfer the proceeding to the court in which the |
---|
4438 | 4438 | | administration was granted or the will was probated. (Tex. Prob. |
---|
4439 | 4439 | | Code, Sec. 51 (part).) |
---|
4440 | 4440 | | Sec. 202.102. TRANSFER OF RECORDS. The clerk of the court |
---|
4441 | 4441 | | from which a proceeding to declare heirship is transferred under |
---|
4442 | 4442 | | Section 202.101 shall, on entry of the order under that section, |
---|
4443 | 4443 | | send to the clerk of the court named in the order a certified |
---|
4444 | 4444 | | transcript of all pleadings, docket entries, and orders of the |
---|
4445 | 4445 | | court in the proceeding. The clerk of the court to which the |
---|
4446 | 4446 | | proceeding is transferred shall: |
---|
4447 | 4447 | | (1) file the transcript; |
---|
4448 | 4448 | | (2) record the transcript in the minutes of the court; |
---|
4449 | 4449 | | and |
---|
4450 | 4450 | | (3) docket the proceeding. (Tex. Prob. Code, Sec. 51 |
---|
4451 | 4451 | | (part).) |
---|
4452 | 4452 | | Sec. 202.103. PROCEDURES APPLICABLE TO TRANSFERRED |
---|
4453 | 4453 | | PROCEEDING TO DECLARE HEIRSHIP; CONSOLIDATION WITH OTHER |
---|
4454 | 4454 | | PROCEEDING. A proceeding to declare heirship that is transferred |
---|
4455 | 4455 | | under Section 202.101 shall proceed as though the proceeding was |
---|
4456 | 4456 | | originally filed in the court to which the proceeding is |
---|
4457 | 4457 | | transferred. The court may consolidate the proceeding with the |
---|
4458 | 4458 | | other proceeding pending in that court. (Tex. Prob. Code, Sec. 51 |
---|
4459 | 4459 | | (part).) |
---|
4460 | 4460 | | [Sections 202.104-202.150 reserved for expansion] |
---|
4461 | 4461 | | SUBCHAPTER D. EVIDENCE RELATING TO DETERMINATION OF HEIRSHIP |
---|
4462 | 4462 | | Sec. 202.151. WRITTEN EVIDENCE IN PROCEEDING TO DECLARE |
---|
4463 | 4463 | | HEIRSHIP. The court may require that all or any part of the |
---|
4464 | 4464 | | evidence admitted in a proceeding to declare heirship be: |
---|
4465 | 4465 | | (1) reduced to writing and subscribed and sworn to by |
---|
4466 | 4466 | | the witnesses, respectively; and |
---|
4467 | 4467 | | (2) filed in the proceeding and recorded in the |
---|
4468 | 4468 | | minutes of the court. (Tex. Prob. Code, Sec. 53(a).) |
---|
4469 | 4469 | | [Sections 202.152-202.200 reserved for expansion] |
---|
4470 | 4470 | | SUBCHAPTER E. JUDGMENT IN PROCEEDING TO DECLARE HEIRSHIP |
---|
4471 | 4471 | | Sec. 202.201. REQUIRED STATEMENTS IN JUDGMENT. (a) The |
---|
4472 | 4472 | | judgment in a proceeding to declare heirship must state: |
---|
4473 | 4473 | | (1) the names and places of residence of the heirs of |
---|
4474 | 4474 | | the decedent who is the subject of the proceeding; and |
---|
4475 | 4475 | | (2) the heirs' respective shares and interests in the |
---|
4476 | 4476 | | decedent's property. |
---|
4477 | 4477 | | (b) If the proof in a proceeding to declare heirship is in |
---|
4478 | 4478 | | any respect deficient, the judgment in the proceeding must state |
---|
4479 | 4479 | | that. (Tex. Prob. Code, Sec. 54.) |
---|
4480 | 4480 | | Sec. 202.202. FINALITY AND APPEAL OF JUDGMENT. (a) The |
---|
4481 | 4481 | | judgment in a proceeding to declare heirship is a final judgment. |
---|
4482 | 4482 | | (b) At the request of an interested person, the judgment in |
---|
4483 | 4483 | | a proceeding to declare heirship may be appealed or reviewed within |
---|
4484 | 4484 | | the same time limits and in the same manner as other judgments in |
---|
4485 | 4485 | | probate matters. (Tex. Prob. Code, Sec. 55(a) (part).) |
---|
4486 | 4486 | | Sec. 202.203. CORRECTION OF JUDGMENT AT REQUEST OF HEIR NOT |
---|
4487 | 4487 | | PROPERLY SERVED. If an heir of a decedent who is the subject of a |
---|
4488 | 4488 | | proceeding to declare heirship is not served with citation by |
---|
4489 | 4489 | | registered or certified mail or personal service in the proceeding, |
---|
4490 | 4490 | | the heir may: |
---|
4491 | 4491 | | (1) have the judgment in the proceeding corrected by |
---|
4492 | 4492 | | bill of review: |
---|
4493 | 4493 | | (A) at any time, but not later than the fourth |
---|
4494 | 4494 | | anniversary of the date of the judgment; or |
---|
4495 | 4495 | | (B) after the passage of any length of time, on |
---|
4496 | 4496 | | proof of actual fraud; and |
---|
4497 | 4497 | | (2) recover the heir's just share of the property or |
---|
4498 | 4498 | | the value of that share from: |
---|
4499 | 4499 | | (A) the heirs named in the judgment; and |
---|
4500 | 4500 | | (B) those who claim under the heirs named in the |
---|
4501 | 4501 | | judgment and who are not bona fide purchasers for value. (Tex. |
---|
4502 | 4502 | | Prob. Code, Sec. 55(a) (part).) |
---|
4503 | 4503 | | Sec. 202.204. LIMITATION OF LIABILITY OF CERTAIN PERSONS |
---|
4504 | 4504 | | ACTING IN ACCORDANCE WITH JUDGMENT. (a) The judgment in a |
---|
4505 | 4505 | | proceeding to declare heirship is conclusive in a suit between an |
---|
4506 | 4506 | | heir omitted from the judgment and a bona fide purchaser for value |
---|
4507 | 4507 | | who purchased property after entry of the judgment without actual |
---|
4508 | 4508 | | notice of the claim of the omitted heir, regardless of whether the |
---|
4509 | 4509 | | judgment is subsequently modified, set aside, or nullified. |
---|
4510 | 4510 | | (b) A person is not liable to another person for the |
---|
4511 | 4511 | | following actions performed in good faith after a judgment is |
---|
4512 | 4512 | | entered in a proceeding to declare heirship: |
---|
4513 | 4513 | | (1) delivering the property of the decedent who was |
---|
4514 | 4514 | | the subject of the proceeding to the persons named as heirs in the |
---|
4515 | 4515 | | judgment; or |
---|
4516 | 4516 | | (2) engaging in any other transaction with the persons |
---|
4517 | 4517 | | named as heirs in the judgment. (Tex. Prob. Code, Sec. 55(b).) |
---|
4518 | 4518 | | Sec. 202.205. EFFECT OF CERTAIN JUDGMENTS ON LIABILITY TO |
---|
4519 | 4519 | | CREDITORS. (a) A judgment in a proceeding to declare heirship |
---|
4520 | 4520 | | stating that there is no necessity for administration of the estate |
---|
4521 | 4521 | | of the decedent who is the subject of the proceeding constitutes |
---|
4522 | 4522 | | authorization for a person who owes money to the estate, has custody |
---|
4523 | 4523 | | of estate property, acts as registrar or transfer agent of an |
---|
4524 | 4524 | | evidence of interest, indebtedness, property, or right belonging to |
---|
4525 | 4525 | | the estate, or purchases from or otherwise deals with an heir named |
---|
4526 | 4526 | | in the judgment to take the following actions without liability to a |
---|
4527 | 4527 | | creditor of the estate or other person: |
---|
4528 | 4528 | | (1) to pay, deliver, or transfer the property or the |
---|
4529 | 4529 | | evidence of property rights to an heir named in the judgment; or |
---|
4530 | 4530 | | (2) to purchase property from an heir named in the |
---|
4531 | 4531 | | judgment. |
---|
4532 | 4532 | | (b) An heir named in a judgment in a proceeding to declare |
---|
4533 | 4533 | | heirship is entitled to enforce the heir's right to payment, |
---|
4534 | 4534 | | delivery, or transfer described by Subsection (a) by suit. |
---|
4535 | 4535 | | (c) Except as provided by this section, this chapter does |
---|
4536 | 4536 | | not affect the rights or remedies of the creditors of a decedent who |
---|
4537 | 4537 | | is the subject of a proceeding to declare heirship. (Tex. Prob. |
---|
4538 | 4538 | | Code, Sec. 55(c).) |
---|
4539 | 4539 | | Sec. 202.206. FILING AND RECORDING OF JUDGMENT. (a) A |
---|
4540 | 4540 | | certified copy of the judgment in a proceeding to declare heirship |
---|
4541 | 4541 | | may be: |
---|
4542 | 4542 | | (1) filed for record in the office of the county clerk |
---|
4543 | 4543 | | of the county in which any real property described in the judgment |
---|
4544 | 4544 | | is located; |
---|
4545 | 4545 | | (2) recorded in the deed records of that county; and |
---|
4546 | 4546 | | (3) indexed in the name of the decedent who was the |
---|
4547 | 4547 | | subject of the proceeding as grantor and in the names of the heirs |
---|
4548 | 4548 | | named in the judgment as grantees. |
---|
4549 | 4549 | | (b) On the filing of a judgment in accordance with |
---|
4550 | 4550 | | Subsection (a), the judgment constitutes constructive notice of the |
---|
4551 | 4551 | | facts stated in the judgment. (Tex. Prob. Code, Sec. 56.) |
---|
4552 | 4552 | | CHAPTER 203. NONJUDICIAL EVIDENCE OF HEIRSHIP |
---|
4553 | 4553 | | Sec. 203.001. RECORDED STATEMENT OF FACTS AS PRIMA |
---|
4554 | 4554 | | FACIE EVIDENCE OF HEIRSHIP |
---|
4555 | 4555 | | Sec. 203.002. FORM OF AFFIDAVIT CONCERNING IDENTITY OF |
---|
4556 | 4556 | | HEIRS |
---|
4557 | 4557 | | CHAPTER 203. NONJUDICIAL EVIDENCE OF HEIRSHIP |
---|
4558 | 4558 | | Sec. 203.001. RECORDED STATEMENT OF FACTS AS PRIMA FACIE |
---|
4559 | 4559 | | EVIDENCE OF HEIRSHIP. (a) A court shall receive in a proceeding to |
---|
4560 | 4560 | | declare heirship or a suit involving title to property a statement |
---|
4561 | 4561 | | of facts concerning the family history, genealogy, marital status, |
---|
4562 | 4562 | | or the identity of the heirs of a decedent as prima facie evidence |
---|
4563 | 4563 | | of the facts contained in the statement if: |
---|
4564 | 4564 | | (1) the statement is contained in: |
---|
4565 | 4565 | | (A) an affidavit or other instrument legally |
---|
4566 | 4566 | | executed and acknowledged or sworn to before, and certified by, an |
---|
4567 | 4567 | | officer authorized to take acknowledgments or oaths, as applicable; |
---|
4568 | 4568 | | or |
---|
4569 | 4569 | | (B) a judgment of a court of record; and |
---|
4570 | 4570 | | (2) the affidavit or instrument containing the |
---|
4571 | 4571 | | statement has been of record for five years or more in the deed |
---|
4572 | 4572 | | records of a county in this state in which the property is located |
---|
4573 | 4573 | | at the time the suit involving title to property is commenced, or in |
---|
4574 | 4574 | | the deed records of a county in this state in which the decedent was |
---|
4575 | 4575 | | domiciled or had a fixed place of residence at the time of the |
---|
4576 | 4576 | | decedent's death. |
---|
4577 | 4577 | | (b) If there is an error in a statement of facts in a |
---|
4578 | 4578 | | recorded affidavit or instrument described by Subsection (a), |
---|
4579 | 4579 | | anyone interested in a proceeding in which the affidavit or |
---|
4580 | 4580 | | instrument is offered in evidence may prove the true facts. |
---|
4581 | 4581 | | (c) An affidavit of facts concerning the identity of a |
---|
4582 | 4582 | | decedent's heirs as to an interest in real property that is filed in |
---|
4583 | 4583 | | a proceeding or suit described by Subsection (a) may be in the form |
---|
4584 | 4584 | | prescribed by Section 203.002. |
---|
4585 | 4585 | | (d) An affidavit of facts concerning the identity of a |
---|
4586 | 4586 | | decedent's heirs does not affect the rights of an omitted heir or |
---|
4587 | 4587 | | creditor of the decedent as otherwise provided by law. This section |
---|
4588 | 4588 | | is cumulative of all other statutes on the same subject and may not |
---|
4589 | 4589 | | be construed as abrogating any right to present evidence or rely on |
---|
4590 | 4590 | | an affidavit of facts conferred by any other statute or rule. (Tex. |
---|
4591 | 4591 | | Prob. Code, Sec. 52.) |
---|
4592 | 4592 | | Sec. 203.002. FORM OF AFFIDAVIT CONCERNING IDENTITY OF |
---|
4593 | 4593 | | HEIRS. An affidavit of facts concerning the identity of a |
---|
4594 | 4594 | | decedent's heirs may be in substantially the following form: |
---|
4595 | 4595 | | AFFIDAVIT OF FACTS CONCERNING THE IDENTITY OF HEIRS |
---|
4596 | 4596 | | Before me, the undersigned authority, on this day personally |
---|
4597 | 4597 | | appeared __________ ("Affiant") (insert name of affiant) who, being |
---|
4598 | 4598 | | first duly sworn, upon his/her oath states: |
---|
4599 | 4599 | | 1. My name is __________ (insert name of affiant), and I live |
---|
4600 | 4600 | | at __________ (insert address of affiant's residence). I am |
---|
4601 | 4601 | | personally familiar with the family and marital history of |
---|
4602 | 4602 | | __________ ("Decedent") (insert name of decedent), and I have |
---|
4603 | 4603 | | personal knowledge of the facts stated in this affidavit. |
---|
4604 | 4604 | | 2. I knew decedent from __________ (insert date) until |
---|
4605 | 4605 | | __________ (insert date). Decedent died on __________ (insert date |
---|
4606 | 4606 | | of death). Decedent's place of death was __________ (insert place |
---|
4607 | 4607 | | of death). At the time of decedent's death, decedent's residence was |
---|
4608 | 4608 | | __________ (insert address of decedent's residence). |
---|
4609 | 4609 | | 3. Decedent's marital history was as follows: __________ |
---|
4610 | 4610 | | (insert marital history and, if decedent's spouse is deceased, |
---|
4611 | 4611 | | insert date and place of spouse's death). |
---|
4612 | 4612 | | 4. Decedent had the following children: __________ (insert |
---|
4613 | 4613 | | name, birth date, name of other parent, and current address of child |
---|
4614 | 4614 | | or date of death of child and descendants of deceased child, as |
---|
4615 | 4615 | | applicable, for each child). |
---|
4616 | 4616 | | 5. Decedent did not have or adopt any other children and did |
---|
4617 | 4617 | | not take any other children into decedent's home or raise any other |
---|
4618 | 4618 | | children, except: __________ (insert name of child or names of |
---|
4619 | 4619 | | children, or state "none"). |
---|
4620 | 4620 | | 6. (Include if decedent was not survived by descendants.) |
---|
4621 | 4621 | | Decedent's mother was: __________ (insert name, birth date, and |
---|
4622 | 4622 | | current address or date of death of mother, as applicable). |
---|
4623 | 4623 | | 7. (Include if decedent was not survived by descendants.) |
---|
4624 | 4624 | | Decedent's father was: __________ (insert name, birth date, and |
---|
4625 | 4625 | | current address or date of death of father, as applicable). |
---|
4626 | 4626 | | 8. (Include if decedent was not survived by descendants or by |
---|
4627 | 4627 | | both mother and father.) Decedent had the following siblings: |
---|
4628 | 4628 | | __________ (insert name, birth date, and current address or date of |
---|
4629 | 4629 | | death of each sibling and parents of each sibling and descendants of |
---|
4630 | 4630 | | each deceased sibling, as applicable, or state "none"). |
---|
4631 | 4631 | | 9. (Optional.) The following persons have knowledge |
---|
4632 | 4632 | | regarding the decedent, the identity of decedent's children, if |
---|
4633 | 4633 | | any, parents, or siblings, if any: __________ (insert names of |
---|
4634 | 4634 | | persons with knowledge, or state "none"). |
---|
4635 | 4635 | | 10. Decedent died without leaving a written will. (Modify |
---|
4636 | 4636 | | statement if decedent left a written will.) |
---|
4637 | 4637 | | 11. There has been no administration of decedent's estate. |
---|
4638 | 4638 | | (Modify statement if there has been administration of decedent's |
---|
4639 | 4639 | | estate.) |
---|
4640 | 4640 | | 12. Decedent left no debts that are unpaid, except: |
---|
4641 | 4641 | | __________ (insert list of debts, or state "none"). |
---|
4642 | 4642 | | 13. There are no unpaid estate or inheritance taxes, except: |
---|
4643 | 4643 | | __________ (insert list of unpaid taxes, or state "none"). |
---|
4644 | 4644 | | 14. To the best of my knowledge, decedent owned an interest |
---|
4645 | 4645 | | in the following real property: __________ (insert list of real |
---|
4646 | 4646 | | property in which decedent owned an interest, or state "none"). |
---|
4647 | 4647 | | 15. (Optional.) The following were the heirs of decedent: |
---|
4648 | 4648 | | __________ (insert names of heirs). |
---|
4649 | 4649 | | 16. (Insert additional information as appropriate, such as |
---|
4650 | 4650 | | size of the decedent's estate.) |
---|
4651 | 4651 | | Signed this ___ day of __________, ___. |
---|
4652 | 4652 | | _________________________________ |
---|
4653 | 4653 | | (signature of affiant) |
---|
4654 | 4654 | | State of __________ |
---|
4655 | 4655 | | County of __________ |
---|
4656 | 4656 | | Sworn to and subscribed to before me on __________ (date) by |
---|
4657 | 4657 | | __________ (insert name of affiant). |
---|
4658 | 4658 | | _________________________________ |
---|
4659 | 4659 | | (signature of notarial officer) |
---|
4660 | 4660 | | (Seal, if any, of notary) __________ |
---|
4661 | 4661 | | (printed name) |
---|
4662 | 4662 | | My commission expires: __________ |
---|
4663 | 4663 | | (Tex. Prob. Code, Sec. 52A.) |
---|
4664 | 4664 | | CHAPTER 204. GENETIC TESTING IN PROCEEDINGS TO DECLARE HEIRSHIP |
---|
4665 | 4665 | | SUBCHAPTER A. GENERAL PROVISIONS |
---|
4666 | 4666 | | Sec. 204.001. PROCEEDINGS AND RECORDS PUBLIC |
---|
4667 | 4667 | | [Sections 204.002-204.050 reserved for expansion] |
---|
4668 | 4668 | | SUBCHAPTER B. COURT ORDERS FOR GENETIC TESTING IN PROCEEDINGS TO DECLARE HEIRSHIP |
---|
4669 | 4669 | | DECLARE HEIRSHIP |
---|
4670 | 4670 | | Sec. 204.051. ORDER FOR GENETIC TESTING |
---|
4671 | 4671 | | Sec. 204.052. ADVANCEMENT OF COSTS |
---|
4672 | 4672 | | Sec. 204.053. ORDER AND ADVANCEMENT OF COSTS FOR |
---|
4673 | 4673 | | SUBSEQUENT GENETIC TESTING |
---|
4674 | 4674 | | Sec. 204.054. SUBMISSION OF GENETIC MATERIAL BY OTHER |
---|
4675 | 4675 | | RELATIVE UNDER CERTAIN CIRCUMSTANCES |
---|
4676 | 4676 | | Sec. 204.055. GENETIC TESTING OF DECEASED INDIVIDUAL |
---|
4677 | 4677 | | Sec. 204.056. CRIMINAL PENALTY |
---|
4678 | 4678 | | [Sections 204.057-204.100 reserved for expansion] |
---|
4679 | 4679 | | SUBCHAPTER C. RESULTS OF GENETIC TESTING |
---|
4680 | 4680 | | Sec. 204.101. RESULTS OF GENETIC TESTING; |
---|
4681 | 4681 | | ADMISSIBILITY |
---|
4682 | 4682 | | Sec. 204.102. PRESUMPTION REGARDING RESULTS OF GENETIC |
---|
4683 | 4683 | | TESTING; REBUTTAL |
---|
4684 | 4684 | | Sec. 204.103. CONTESTING RESULTS OF GENETIC TESTING |
---|
4685 | 4685 | | [Sections 204.104-204.150 reserved for expansion] |
---|
4686 | 4686 | | SUBCHAPTER D. USE OF RESULTS OF GENETIC TESTING IN CERTAIN PROCEEDINGS TO DECLARE HEIRSHIP |
---|
4687 | 4687 | | PROCEEDINGS TO DECLARE HEIRSHIP |
---|
4688 | 4688 | | Sec. 204.151. APPLICABILITY OF SUBCHAPTER |
---|
4689 | 4689 | | Sec. 204.152. REQUIRED FINDINGS IN ABSENCE OF REBUTTAL |
---|
4690 | 4690 | | EVIDENCE |
---|
4691 | 4691 | | Sec. 204.153. EFFECT OF INCONCLUSIVE RESULTS OF |
---|
4692 | 4692 | | GENETIC TESTING |
---|
4693 | 4693 | | [Sections 204.154-204.200 reserved for expansion] |
---|
4694 | 4694 | | SUBCHAPTER E. ADDITIONAL ORDERS FOLLOWING RESULTS OF GENETIC TESTING |
---|
4695 | 4695 | | TESTING |
---|
4696 | 4696 | | Sec. 204.201. ORDER FOR CHANGE OF NAME |
---|
4697 | 4697 | | CHAPTER 204. GENETIC TESTING IN PROCEEDINGS TO DECLARE HEIRSHIP |
---|
4698 | 4698 | | SUBCHAPTER A. GENERAL PROVISIONS |
---|
4699 | 4699 | | Sec. 204.001. PROCEEDINGS AND RECORDS PUBLIC. A proceeding |
---|
4700 | 4700 | | under this chapter or Chapter 202 involving genetic testing is open |
---|
4701 | 4701 | | to the public as in other civil cases. Papers and records in the |
---|
4702 | 4702 | | proceeding are available for public inspection. (Tex. Prob. Code, |
---|
4703 | 4703 | | Sec. 53E.) |
---|
4704 | 4704 | | [Sections 204.002-204.050 reserved for expansion] |
---|
4705 | 4705 | | SUBCHAPTER B. COURT ORDERS FOR GENETIC TESTING IN PROCEEDINGS TO |
---|
4706 | 4706 | | DECLARE HEIRSHIP |
---|
4707 | 4707 | | Sec. 204.051. ORDER FOR GENETIC TESTING. (a) In a |
---|
4708 | 4708 | | proceeding to declare heirship under Chapter 202, the court may, on |
---|
4709 | 4709 | | the court's own motion, and shall, on the request of a party to the |
---|
4710 | 4710 | | proceeding, order one or more specified individuals to submit to |
---|
4711 | 4711 | | genetic testing as provided by Subchapter F, Chapter 160, Family |
---|
4712 | 4712 | | Code. If two or more individuals are ordered to be tested, the |
---|
4713 | 4713 | | court may order that the testing of those individuals be done |
---|
4714 | 4714 | | concurrently or sequentially. |
---|
4715 | 4715 | | (b) The court may enforce an order under this section by |
---|
4716 | 4716 | | contempt. (Tex. Prob. Code, Sec. 53A(a).) |
---|
4717 | 4717 | | Sec. 204.052. ADVANCEMENT OF COSTS. Subject to any |
---|
4718 | 4718 | | assessment of costs following a proceeding to declare heirship in |
---|
4719 | 4719 | | accordance with Rule 131, Texas Rules of Civil Procedure, the cost |
---|
4720 | 4720 | | of genetic testing ordered under Section 204.051 must be advanced: |
---|
4721 | 4721 | | (1) by a party to the proceeding who requests the |
---|
4722 | 4722 | | testing; |
---|
4723 | 4723 | | (2) as agreed by the parties and approved by the court; |
---|
4724 | 4724 | | or |
---|
4725 | 4725 | | (3) as ordered by the court. (Tex. Prob. Code, Sec. |
---|
4726 | 4726 | | 53A(b).) |
---|
4727 | 4727 | | Sec. 204.053. ORDER AND ADVANCEMENT OF COSTS FOR SUBSEQUENT |
---|
4728 | 4728 | | GENETIC TESTING. (a) Subject to Subsection (b), the court shall |
---|
4729 | 4729 | | order genetic testing subsequent to the testing conducted under |
---|
4730 | 4730 | | Section 204.051 if: |
---|
4731 | 4731 | | (1) a party to the proceeding to declare heirship |
---|
4732 | 4732 | | contests the results of the genetic testing ordered under Section |
---|
4733 | 4733 | | 204.051; and |
---|
4734 | 4734 | | (2) the party contesting the results requests that |
---|
4735 | 4735 | | additional testing be conducted. |
---|
4736 | 4736 | | (b) If the results of the genetic testing ordered under |
---|
4737 | 4737 | | Section 204.051 identify a tested individual as an heir of the |
---|
4738 | 4738 | | decedent, the court may order additional genetic testing in |
---|
4739 | 4739 | | accordance with Subsection (a) only if the party contesting those |
---|
4740 | 4740 | | results pays for the additional testing in advance. (Tex. Prob. |
---|
4741 | 4741 | | Code, Secs. 53A(c), (d).) |
---|
4742 | 4742 | | Sec. 204.054. SUBMISSION OF GENETIC MATERIAL BY OTHER |
---|
4743 | 4743 | | RELATIVE UNDER CERTAIN CIRCUMSTANCES. If a sample of an |
---|
4744 | 4744 | | individual's genetic material that could identify another |
---|
4745 | 4745 | | individual as the decedent's heir is not available for purposes of |
---|
4746 | 4746 | | conducting genetic testing under this subchapter, the court, on a |
---|
4747 | 4747 | | finding of good cause and that the need for genetic testing |
---|
4748 | 4748 | | outweighs the legitimate interests of the individual to be tested, |
---|
4749 | 4749 | | may order any of the following individuals to submit a sample of |
---|
4750 | 4750 | | genetic material for the testing under circumstances the court |
---|
4751 | 4751 | | considers just: |
---|
4752 | 4752 | | (1) a parent, sibling, or child of the individual |
---|
4753 | 4753 | | whose genetic material is not available; or |
---|
4754 | 4754 | | (2) any other relative of that individual, as |
---|
4755 | 4755 | | necessary to conduct the testing. (Tex. Prob. Code, Sec. 53A(e).) |
---|
4756 | 4756 | | Sec. 204.055. GENETIC TESTING OF DECEASED INDIVIDUAL. On |
---|
4757 | 4757 | | good cause shown, the court may order: |
---|
4758 | 4758 | | (1) genetic testing of a deceased individual under |
---|
4759 | 4759 | | this subchapter; and |
---|
4760 | 4760 | | (2) if necessary, removal of the remains of the |
---|
4761 | 4761 | | deceased individual as provided by Section 711.004, Health and |
---|
4762 | 4762 | | Safety Code, for that testing. (Tex. Prob. Code, Sec. 53A(f).) |
---|
4763 | 4763 | | Sec. 204.056. CRIMINAL PENALTY. (a) An individual commits |
---|
4764 | 4764 | | an offense if: |
---|
4765 | 4765 | | (1) the individual intentionally releases an |
---|
4766 | 4766 | | identifiable sample of the genetic material of another individual |
---|
4767 | 4767 | | that was provided for purposes of genetic testing ordered under |
---|
4768 | 4768 | | this subchapter; and |
---|
4769 | 4769 | | (2) the release: |
---|
4770 | 4770 | | (A) is for a purpose not related to the |
---|
4771 | 4771 | | proceeding to declare heirship; and |
---|
4772 | 4772 | | (B) was not ordered by the court or done in |
---|
4773 | 4773 | | accordance with written permission obtained from the individual who |
---|
4774 | 4774 | | provided the sample. |
---|
4775 | 4775 | | (b) An offense under this section is a Class A misdemeanor. |
---|
4776 | 4776 | | (Tex. Prob. Code, Sec. 53A(g).) |
---|
4777 | 4777 | | [Sections 204.057-204.100 reserved for expansion] |
---|
4778 | 4778 | | SUBCHAPTER C. RESULTS OF GENETIC TESTING |
---|
4779 | 4779 | | Sec. 204.101. RESULTS OF GENETIC TESTING; ADMISSIBILITY. A |
---|
4780 | 4780 | | report of the results of genetic testing ordered under Subchapter |
---|
4781 | 4781 | | B: |
---|
4782 | 4782 | | (1) must comply with the requirements for a report |
---|
4783 | 4783 | | prescribed by Section 160.504, Family Code; and |
---|
4784 | 4784 | | (2) is admissible in a proceeding to declare heirship |
---|
4785 | 4785 | | under Chapter 202 as evidence of the truth of the facts asserted in |
---|
4786 | 4786 | | the report. (Tex. Prob. Code, Sec. 53B(a).) |
---|
4787 | 4787 | | Sec. 204.102. PRESUMPTION REGARDING RESULTS OF GENETIC |
---|
4788 | 4788 | | TESTING; REBUTTAL. The presumption under Section 160.505, Family |
---|
4789 | 4789 | | Code: |
---|
4790 | 4790 | | (1) applies to the results of genetic testing ordered |
---|
4791 | 4791 | | under Subchapter B; and |
---|
4792 | 4792 | | (2) may be rebutted as provided by Section 160.505, |
---|
4793 | 4793 | | Family Code. (Tex. Prob. Code, Sec. 53B(b).) |
---|
4794 | 4794 | | Sec. 204.103. CONTESTING RESULTS OF GENETIC TESTING. (a) A |
---|
4795 | 4795 | | party to a proceeding to declare heirship who contests the results |
---|
4796 | 4796 | | of genetic testing may call one or more genetic testing experts to |
---|
4797 | 4797 | | testify in person or by telephone, videoconference, deposition, or |
---|
4798 | 4798 | | another method approved by the court. |
---|
4799 | 4799 | | (b) Unless otherwise ordered by the court, the party |
---|
4800 | 4800 | | offering the testimony under Subsection (a) bears the expense for |
---|
4801 | 4801 | | the expert testifying. (Tex. Prob. Code, Sec. 53B(c).) |
---|
4802 | 4802 | | [Sections 204.104-204.150 reserved for expansion] |
---|
4803 | 4803 | | SUBCHAPTER D. USE OF RESULTS OF GENETIC TESTING IN CERTAIN |
---|
4804 | 4804 | | PROCEEDINGS TO DECLARE HEIRSHIP |
---|
4805 | 4805 | | Sec. 204.151. APPLICABILITY OF SUBCHAPTER. This subchapter |
---|
4806 | 4806 | | applies in a proceeding to declare heirship of a decedent only with |
---|
4807 | 4807 | | respect to an individual who: |
---|
4808 | 4808 | | (1) petitions the court for a determination of right |
---|
4809 | 4809 | | of inheritance as authorized by Section 201.052(c); and |
---|
4810 | 4810 | | (2) claims: |
---|
4811 | 4811 | | (A) to be a biological child of the decedent, but |
---|
4812 | 4812 | | with respect to whom a parent-child relationship with the decedent |
---|
4813 | 4813 | | was not established as provided by Section 160.201, Family Code; or |
---|
4814 | 4814 | | (B) to inherit through a biological child of the |
---|
4815 | 4815 | | decedent, if a parent-child relationship between the individual |
---|
4816 | 4816 | | through whom the inheritance is claimed and the decedent was not |
---|
4817 | 4817 | | established as provided by Section 160.201, Family Code. (Tex. |
---|
4818 | 4818 | | Prob. Code, Sec. 53C(a).) |
---|
4819 | 4819 | | Sec. 204.152. REQUIRED FINDINGS IN ABSENCE OF REBUTTAL |
---|
4820 | 4820 | | EVIDENCE. Unless the results of genetic testing of another |
---|
4821 | 4821 | | individual who is an heir of the decedent who is the subject of a |
---|
4822 | 4822 | | proceeding to declare heirship to which this subchapter applies are |
---|
4823 | 4823 | | admitted as rebuttal evidence, the court shall find that the |
---|
4824 | 4824 | | individual described by Section 204.151: |
---|
4825 | 4825 | | (1) is an heir of the decedent, if the results of |
---|
4826 | 4826 | | genetic testing ordered under Subchapter B identify a tested |
---|
4827 | 4827 | | individual who is an heir of the decedent as the ancestor of the |
---|
4828 | 4828 | | individual described by Section 204.151; or |
---|
4829 | 4829 | | (2) is not an heir of the decedent, if the results of |
---|
4830 | 4830 | | genetic testing ordered under Subchapter B exclude a tested |
---|
4831 | 4831 | | individual who is an heir of the decedent as the ancestor of the |
---|
4832 | 4832 | | individual described by Section 204.151. (Tex. Prob. Code, Secs. |
---|
4833 | 4833 | | 53C(b), (c).) |
---|
4834 | 4834 | | Sec. 204.153. EFFECT OF INCONCLUSIVE RESULTS OF GENETIC |
---|
4835 | 4835 | | TESTING. If the results of genetic testing ordered under |
---|
4836 | 4836 | | Subchapter B do not identify or exclude a tested individual as the |
---|
4837 | 4837 | | ancestor of the individual described by Section 204.151: |
---|
4838 | 4838 | | (1) the court may not dismiss the proceeding to |
---|
4839 | 4839 | | declare heirship; and |
---|
4840 | 4840 | | (2) the results of the genetic testing and other |
---|
4841 | 4841 | | relevant evidence are admissible in the proceeding. (Tex. Prob. |
---|
4842 | 4842 | | Code, Sec. 53C(d).) |
---|
4843 | 4843 | | [Sections 204.154-204.200 reserved for expansion] |
---|
4844 | 4844 | | SUBCHAPTER E. ADDITIONAL ORDERS FOLLOWING RESULTS OF GENETIC |
---|
4845 | 4845 | | TESTING |
---|
4846 | 4846 | | Sec. 204.201. ORDER FOR CHANGE OF NAME. On the request of |
---|
4847 | 4847 | | an individual determined by the results of genetic testing to be the |
---|
4848 | 4848 | | heir of a decedent and for good cause shown, the court may: |
---|
4849 | 4849 | | (1) order the name of the individual to be changed; and |
---|
4850 | 4850 | | (2) if the court orders a name change under |
---|
4851 | 4851 | | Subdivision (1), order the bureau of vital statistics to issue an |
---|
4852 | 4852 | | amended birth record for the individual. (Tex. Prob. Code, Sec. |
---|
4853 | 4853 | | 53D.) |
---|
4854 | 4854 | | CHAPTER 205. SMALL ESTATE AFFIDAVIT |
---|
4855 | 4855 | | Sec. 205.001. ENTITLEMENT TO ESTATE WITHOUT |
---|
4856 | 4856 | | APPOINTMENT OF PERSONAL REPRESENTATIVE |
---|
4857 | 4857 | | Sec. 205.002. AFFIDAVIT REQUIREMENTS |
---|
4858 | 4858 | | Sec. 205.003. EXAMINATION AND APPROVAL OF AFFIDAVIT |
---|
4859 | 4859 | | Sec. 205.004. COPY OF AFFIDAVIT TO CERTAIN PERSONS |
---|
4860 | 4860 | | Sec. 205.005. AFFIDAVIT AS LOCAL GOVERNMENT RECORD |
---|
4861 | 4861 | | Sec. 205.006. TITLE TO HOMESTEAD TRANSFERRED UNDER |
---|
4862 | 4862 | | AFFIDAVIT |
---|
4863 | 4863 | | Sec. 205.007. LIABILITY OF CERTAIN PERSONS |
---|
4864 | 4864 | | Sec. 205.008. EFFECT OF CHAPTER |
---|
4865 | 4865 | | CHAPTER 205. SMALL ESTATE AFFIDAVIT |
---|
4866 | 4866 | | Sec. 205.001. ENTITLEMENT TO ESTATE WITHOUT APPOINTMENT OF |
---|
4867 | 4867 | | PERSONAL REPRESENTATIVE. The distributees of the estate of a |
---|
4868 | 4868 | | decedent who dies intestate are entitled to the decedent's estate |
---|
4869 | 4869 | | without waiting for the appointment of a personal representative of |
---|
4870 | 4870 | | the estate to the extent the estate assets, excluding homestead and |
---|
4871 | 4871 | | exempt property, exceed the known liabilities of the estate, |
---|
4872 | 4872 | | excluding any liabilities secured by homestead and exempt property, |
---|
4873 | 4873 | | if: |
---|
4874 | 4874 | | (1) 30 days have elapsed since the date of the |
---|
4875 | 4875 | | decedent's death; |
---|
4876 | 4876 | | (2) no petition for the appointment of a personal |
---|
4877 | 4877 | | representative is pending or has been granted; |
---|
4878 | 4878 | | (3) the value of the estate assets, excluding |
---|
4879 | 4879 | | homestead and exempt property, does not exceed $50,000; |
---|
4880 | 4880 | | (4) an affidavit that meets the requirements of |
---|
4881 | 4881 | | Section 205.002 is filed with the clerk of the court that has |
---|
4882 | 4882 | | jurisdiction and venue of the estate; |
---|
4883 | 4883 | | (5) the judge approves the affidavit as provided by |
---|
4884 | 4884 | | Section 205.003; and |
---|
4885 | 4885 | | (6) the distributees comply with Section 205.004. |
---|
4886 | 4886 | | (Tex. Prob. Code, Sec. 137(a) (part).) |
---|
4887 | 4887 | | Sec. 205.002. AFFIDAVIT REQUIREMENTS. An affidavit filed |
---|
4888 | 4888 | | under Section 205.001 must: |
---|
4889 | 4889 | | (1) be sworn to by: |
---|
4890 | 4890 | | (A) two disinterested witnesses; |
---|
4891 | 4891 | | (B) each distributee of the estate who has legal |
---|
4892 | 4892 | | capacity; and |
---|
4893 | 4893 | | (C) if warranted by the facts, the natural |
---|
4894 | 4894 | | guardian or next of kin of any minor distributee or the guardian of |
---|
4895 | 4895 | | any other incapacitated distributee; |
---|
4896 | 4896 | | (2) show the existence of the conditions prescribed by |
---|
4897 | 4897 | | Sections 205.001(1), (2), and (3); and |
---|
4898 | 4898 | | (3) include: |
---|
4899 | 4899 | | (A) a list of all known estate assets and |
---|
4900 | 4900 | | liabilities; |
---|
4901 | 4901 | | (B) the name and address of each distributee; and |
---|
4902 | 4902 | | (C) the relevant family history facts concerning |
---|
4903 | 4903 | | heirship that show each distributee's right to receive estate money |
---|
4904 | 4904 | | or other property or to have any evidence of money, property, or |
---|
4905 | 4905 | | other right of the estate as is determined to exist transferred to |
---|
4906 | 4906 | | the distributee as an heir or assignee. (Tex. Prob. Code, Sec. |
---|
4907 | 4907 | | 137(a) (part).) |
---|
4908 | 4908 | | Sec. 205.003. EXAMINATION AND APPROVAL OF AFFIDAVIT. The |
---|
4909 | 4909 | | judge shall examine an affidavit filed under Section 205.001. The |
---|
4910 | 4910 | | judge may approve the affidavit if the judge determines that the |
---|
4911 | 4911 | | affidavit conforms to the requirements of this chapter. (Tex. |
---|
4912 | 4912 | | Prob. Code, Sec. 137(a) (part).) |
---|
4913 | 4913 | | Sec. 205.004. COPY OF AFFIDAVIT TO CERTAIN PERSONS. The |
---|
4914 | 4914 | | distributees of the estate shall provide a copy of the affidavit |
---|
4915 | 4915 | | under this chapter, certified by the court clerk, to each person |
---|
4916 | 4916 | | who: |
---|
4917 | 4917 | | (1) owes money to the estate; |
---|
4918 | 4918 | | (2) has custody or possession of estate property; or |
---|
4919 | 4919 | | (3) acts as a registrar, fiduciary, or transfer agent |
---|
4920 | 4920 | | of or for an evidence of interest, indebtedness, property, or other |
---|
4921 | 4921 | | right belonging to the estate. (Tex. Prob. Code, Sec. 137(a) |
---|
4922 | 4922 | | (part).) |
---|
4923 | 4923 | | Sec. 205.005. AFFIDAVIT AS LOCAL GOVERNMENT RECORD. (a) If |
---|
4924 | 4924 | | the judge approves an affidavit under Section 205.003, the |
---|
4925 | 4925 | | affidavit shall be maintained as a local government record under |
---|
4926 | 4926 | | Subtitle C, Title 6, Local Government Code. |
---|
4927 | 4927 | | (b) If the county does not maintain local government records |
---|
4928 | 4928 | | in a manner authorized under Subtitle C, Title 6, Local Government |
---|
4929 | 4929 | | Code, the county clerk shall provide and keep in the clerk's office |
---|
4930 | 4930 | | an appropriate book labeled "Small Estates" in which the clerk |
---|
4931 | 4931 | | shall, on payment of the legal recording fee, record each affidavit |
---|
4932 | 4932 | | filed under this chapter. The small estates book must contain an |
---|
4933 | 4933 | | accurate index that shows the decedent's name and references to any |
---|
4934 | 4934 | | land involved. (Tex. Prob. Code, Sec. 137(d).) |
---|
4935 | 4935 | | Sec. 205.006. TITLE TO HOMESTEAD TRANSFERRED UNDER |
---|
4936 | 4936 | | AFFIDAVIT. (a) If a decedent's homestead is the only real property |
---|
4937 | 4937 | | in the decedent's estate, title to the homestead may be transferred |
---|
4938 | 4938 | | under an affidavit that meets the requirements of this chapter. The |
---|
4939 | 4939 | | affidavit used to transfer title to the homestead must be recorded |
---|
4940 | 4940 | | in the deed records of a county in which the homestead is located. |
---|
4941 | 4941 | | (b) A bona fide purchaser for value may rely on an affidavit |
---|
4942 | 4942 | | recorded under this section. A bona fide purchaser for value |
---|
4943 | 4943 | | without actual or constructive notice of an heir who is not |
---|
4944 | 4944 | | disclosed in the recorded affidavit acquires title to a homestead |
---|
4945 | 4945 | | free of the interests of the undisclosed heir, but remains subject |
---|
4946 | 4946 | | to any claim a creditor of the decedent has by law. A purchaser has |
---|
4947 | 4947 | | constructive notice of an heir who is not disclosed in the recorded |
---|
4948 | 4948 | | affidavit if an affidavit, judgment of heirship, or title |
---|
4949 | 4949 | | transaction in the chain of title in the deed records identifies |
---|
4950 | 4950 | | that heir as the decedent's heir. |
---|
4951 | 4951 | | (c) An heir who is not disclosed in an affidavit recorded |
---|
4952 | 4952 | | under this section may recover from an heir who receives |
---|
4953 | 4953 | | consideration from a purchaser in a transfer for value of title to a |
---|
4954 | 4954 | | homestead passing under the affidavit. (Tex. Prob. Code, Sec. |
---|
4955 | 4955 | | 137(c).) |
---|
4956 | 4956 | | Sec. 205.007. LIABILITY OF CERTAIN PERSONS. (a) A person |
---|
4957 | 4957 | | making a payment, delivery, transfer, or issuance under an |
---|
4958 | 4958 | | affidavit described by this chapter is released to the same extent |
---|
4959 | 4959 | | as if made to a personal representative of the decedent. The person |
---|
4960 | 4960 | | may not be required to: |
---|
4961 | 4961 | | (1) see to the application of the affidavit; or |
---|
4962 | 4962 | | (2) inquire into the truth of any statement in the |
---|
4963 | 4963 | | affidavit. |
---|
4964 | 4964 | | (b) The distributees to whom payment, delivery, transfer, |
---|
4965 | 4965 | | or issuance is made are: |
---|
4966 | 4966 | | (1) answerable for the payment, delivery, transfer, or |
---|
4967 | 4967 | | issuance to any person having a prior right; and |
---|
4968 | 4968 | | (2) accountable to any personal representative |
---|
4969 | 4969 | | appointed after the payment, delivery, transfer, or issuance. |
---|
4970 | 4970 | | (c) Each person who executed the affidavit is liable for any |
---|
4971 | 4971 | | damage or loss to any person that arises from a payment, delivery, |
---|
4972 | 4972 | | transfer, or issuance made in reliance on the affidavit. |
---|
4973 | 4973 | | (d) If a person to whom the affidavit is delivered refuses |
---|
4974 | 4974 | | to pay, deliver, transfer, or issue property as provided by this |
---|
4975 | 4975 | | section, the property may be recovered in an action brought for that |
---|
4976 | 4976 | | purpose by or on behalf of the distributees entitled to the property |
---|
4977 | 4977 | | on proof of the facts required to be stated in the affidavit. (Tex. |
---|
4978 | 4978 | | Prob. Code, Sec. 138.) |
---|
4979 | 4979 | | Sec. 205.008. EFFECT OF CHAPTER. (a) This chapter does not |
---|
4980 | 4980 | | affect the disposition of property under a will or other |
---|
4981 | 4981 | | testamentary document. |
---|
4982 | 4982 | | (b) Except as provided by Section 205.006, this chapter does |
---|
4983 | 4983 | | not transfer title to real property. (Tex. Prob. Code, Sec. |
---|
4984 | 4984 | | 137(b).) |
---|
4985 | 4985 | | [Chapters 206-250 reserved for expansion] |
---|
4986 | 4986 | | SUBTITLE F. WILLS |
---|
4987 | 4987 | | CHAPTER 251. FUNDAMENTAL REQUIREMENTS AND PROVISIONS RELATING TO WILLS |
---|
4988 | 4988 | | WILLS |
---|
4989 | 4989 | | SUBCHAPTER A. WILL FORMATION |
---|
4990 | 4990 | | Sec. 251.001. WHO MAY EXECUTE WILL |
---|
4991 | 4991 | | Sec. 251.002. INTERESTS THAT MAY PASS BY WILL; |
---|
4992 | 4992 | | DISINHERITANCE |
---|
4993 | 4993 | | [Sections 251.003-251.050 reserved for expansion] |
---|
4994 | 4994 | | SUBCHAPTER B. WILL REQUIREMENTS |
---|
4995 | 4995 | | Sec. 251.051. WRITTEN, SIGNED, AND ATTESTED |
---|
4996 | 4996 | | Sec. 251.052. EXCEPTION FOR HOLOGRAPHIC WILLS |
---|
4997 | 4997 | | [Sections 251.053-251.100 reserved for expansion] |
---|
4998 | 4998 | | SUBCHAPTER C. SELF-PROVED WILLS |
---|
4999 | 4999 | | Sec. 251.101. SELF-PROVED WILL |
---|
5000 | 5000 | | Sec. 251.102. PROBATE AND TREATMENT OF SELF-PROVED |
---|
5001 | 5001 | | WILL |
---|
5002 | 5002 | | Sec. 251.103. PERIOD FOR MAKING ATTESTED WILLS |
---|
5003 | 5003 | | SELF-PROVED |
---|
5004 | 5004 | | Sec. 251.104. REQUIREMENTS FOR SELF-PROVING AFFIDAVIT |
---|
5005 | 5005 | | Sec. 251.105. EFFECT OF SIGNATURE ON SELF-PROVING |
---|
5006 | 5006 | | AFFIDAVIT |
---|
5007 | 5007 | | Sec. 251.106. CONTEST, REVOCATION, OR AMENDMENT OF |
---|
5008 | 5008 | | SELF-PROVED WILL |
---|
5009 | 5009 | | Sec. 251.107. SELF-PROVED HOLOGRAPHIC WILL |
---|
5010 | 5010 | | CHAPTER 251. FUNDAMENTAL REQUIREMENTS AND PROVISIONS RELATING TO |
---|
5011 | 5011 | | WILLS |
---|
5012 | 5012 | | SUBCHAPTER A. WILL FORMATION |
---|
5013 | 5013 | | Sec. 251.001. WHO MAY EXECUTE WILL. Under the rules and |
---|
5014 | 5014 | | limitations prescribed by law, a person of sound mind has the right |
---|
5015 | 5015 | | and power to make a last will and testament if, at the time the will |
---|
5016 | 5016 | | is made, the person: |
---|
5017 | 5017 | | (1) is 18 years of age or older; |
---|
5018 | 5018 | | (2) is or has been married; or |
---|
5019 | 5019 | | (3) is a member of the armed forces of the United |
---|
5020 | 5020 | | States, an auxiliary of the armed forces of the United States, or |
---|
5021 | 5021 | | the United States Maritime Service. (Tex. Prob. Code, Sec. 57.) |
---|
5022 | 5022 | | Sec. 251.002. INTERESTS THAT MAY PASS BY WILL; |
---|
5023 | 5023 | | DISINHERITANCE. (a) Subject to limitations prescribed by law, a |
---|
5024 | 5024 | | person competent to make a last will and testament may devise under |
---|
5025 | 5025 | | the will and testament all the estate, right, title, and interest in |
---|
5026 | 5026 | | property the person has at the time of the person's death. |
---|
5027 | 5027 | | (b) A person who makes a last will and testament may: |
---|
5028 | 5028 | | (1) disinherit an heir; and |
---|
5029 | 5029 | | (2) direct the disposition of property or an interest |
---|
5030 | 5030 | | passing under the will or by intestacy. (Tex. Prob. Code, Secs. |
---|
5031 | 5031 | | 58(a), (b).) |
---|
5032 | 5032 | | [Sections 251.003-251.050 reserved for expansion] |
---|
5033 | 5033 | | SUBCHAPTER B. WILL REQUIREMENTS |
---|
5034 | 5034 | | Sec. 251.051. WRITTEN, SIGNED, AND ATTESTED. Except as |
---|
5035 | 5035 | | otherwise provided by law, a last will and testament must be: |
---|
5036 | 5036 | | (1) in writing; |
---|
5037 | 5037 | | (2) signed by: |
---|
5038 | 5038 | | (A) the testator in person; or |
---|
5039 | 5039 | | (B) another person on behalf of the testator: |
---|
5040 | 5040 | | (i) in the testator's presence; and |
---|
5041 | 5041 | | (ii) under the testator's direction; and |
---|
5042 | 5042 | | (3) attested by two or more credible witnesses who are |
---|
5043 | 5043 | | at least 14 years of age and who subscribe their names to the will in |
---|
5044 | 5044 | | their own handwriting in the testator's presence. (Tex. Prob. |
---|
5045 | 5045 | | Code, Sec. 59(a) (part).) |
---|
5046 | 5046 | | Sec. 251.052. EXCEPTION FOR HOLOGRAPHIC WILLS. |
---|
5047 | 5047 | | Notwithstanding Section 251.051, a will written wholly in the |
---|
5048 | 5048 | | testator's handwriting is not required to be attested by |
---|
5049 | 5049 | | subscribing witnesses. (Tex. Prob. Code, Secs. 59(a) (part), 60 |
---|
5050 | 5050 | | (part).) |
---|
5051 | 5051 | | [Sections 251.053-251.100 reserved for expansion] |
---|
5052 | 5052 | | SUBCHAPTER C. SELF-PROVED WILLS |
---|
5053 | 5053 | | Sec. 251.101. SELF-PROVED WILL. A will to which a |
---|
5054 | 5054 | | self-proving affidavit subscribed and sworn to by the testator and |
---|
5055 | 5055 | | witnesses is attached or annexed is a self-proved will. (Tex. Prob. |
---|
5056 | 5056 | | Code, Sec. 59(b) (part).) |
---|
5057 | 5057 | | Sec. 251.102. PROBATE AND TREATMENT OF SELF-PROVED WILL. |
---|
5058 | 5058 | | (a) A self-proved will may be admitted to probate without the |
---|
5059 | 5059 | | testimony of any subscribing witnesses if the testator and |
---|
5060 | 5060 | | witnesses execute a self-proving affidavit. |
---|
5061 | 5061 | | (b) A self-proved will may not otherwise be treated |
---|
5062 | 5062 | | differently than a will that is not self-proved. (Tex. Prob. Code, |
---|
5063 | 5063 | | Secs. 59(a) (part), (c) (part).) |
---|
5064 | 5064 | | Sec. 251.103. PERIOD FOR MAKING ATTESTED WILLS SELF-PROVED. |
---|
5065 | 5065 | | A will or testament that meets the requirements of Section 251.051 |
---|
5066 | 5066 | | may be made self-proved at: |
---|
5067 | 5067 | | (1) the time of the execution of the will or testament; |
---|
5068 | 5068 | | or |
---|
5069 | 5069 | | (2) a later date during the lifetime of the testator |
---|
5070 | 5070 | | and the witnesses. (Tex. Prob. Code, Sec. 59(a) (part).) |
---|
5071 | 5071 | | Sec. 251.104. REQUIREMENTS FOR SELF-PROVING AFFIDAVIT. (a) |
---|
5072 | 5072 | | An affidavit that is in form and content substantially as provided |
---|
5073 | 5073 | | by Subsection (e) is a self-proving affidavit. |
---|
5074 | 5074 | | (b) A self-proving affidavit must be made by the testator |
---|
5075 | 5075 | | and by the attesting witnesses before an officer authorized to |
---|
5076 | 5076 | | administer oaths under the laws of this state. The officer shall |
---|
5077 | 5077 | | affix the officer's official seal to the self-proving affidavit. |
---|
5078 | 5078 | | (c) The self-proving affidavit shall be attached or annexed |
---|
5079 | 5079 | | to the will or testament. |
---|
5080 | 5080 | | (d) An affidavit that is in substantial compliance with the |
---|
5081 | 5081 | | form of the affidavit provided by Subsection (e), that is |
---|
5082 | 5082 | | subscribed and acknowledged by the testator, and that is |
---|
5083 | 5083 | | subscribed and sworn to by the attesting witnesses is sufficient to |
---|
5084 | 5084 | | self-prove the will. No other affidavit or certificate of a |
---|
5085 | 5085 | | testator is required to self-prove a will or testament other than |
---|
5086 | 5086 | | the affidavit provided by Subsection (e). |
---|
5087 | 5087 | | (e) The form and content of the self-proving affidavit must |
---|
5088 | 5088 | | be substantially as follows: |
---|
5089 | 5089 | | THE STATE OF TEXAS |
---|
5090 | 5090 | | COUNTY OF ________________ |
---|
5091 | 5091 | | Before me, the undersigned authority, on this day personally |
---|
5092 | 5092 | | appeared _______________, _______________, and _______________, |
---|
5093 | 5093 | | known to me to be the testator and the witnesses, respectively, |
---|
5094 | 5094 | | whose names are subscribed to the annexed or foregoing instrument |
---|
5095 | 5095 | | in their respective capacities, and, all of said persons being by me |
---|
5096 | 5096 | | duly sworn, the said _______________, testator, declared to me and |
---|
5097 | 5097 | | to the said witnesses in my presence that said instrument is |
---|
5098 | 5098 | | [his/her] last will and testament, and that [he/she] had willingly |
---|
5099 | 5099 | | made and executed it as [his/her] free act and deed; and the said |
---|
5100 | 5100 | | witnesses, each on [his/her] oath stated to me, in the presence and |
---|
5101 | 5101 | | hearing of the said testator, that the said testator had declared to |
---|
5102 | 5102 | | them that said instrument is [his/her] last will and testament, and |
---|
5103 | 5103 | | that [he/she] executed same as such and wanted each of them to sign |
---|
5104 | 5104 | | it as a witness; and upon their oaths each witness stated further |
---|
5105 | 5105 | | that they did sign the same as witnesses in the presence of the said |
---|
5106 | 5106 | | testator and at [his/her] request; that [he/she] was at that time |
---|
5107 | 5107 | | eighteen years of age or over (or being under such age, was or had |
---|
5108 | 5108 | | been lawfully married, or was then a member of the armed forces of |
---|
5109 | 5109 | | the United States, or an auxiliary of the armed forces of the United |
---|
5110 | 5110 | | States, or the United States Maritime Service) and was of sound |
---|
5111 | 5111 | | mind; and that each of said witnesses was then at least fourteen |
---|
5112 | 5112 | | years of age. |
---|
5113 | 5113 | | _______________ |
---|
5114 | 5114 | | Testator |
---|
5115 | 5115 | | _______________ |
---|
5116 | 5116 | | Witness |
---|
5117 | 5117 | | _______________ |
---|
5118 | 5118 | | Witness |
---|
5119 | 5119 | | Subscribed and sworn to before me by the said ____________, |
---|
5120 | 5120 | | testator, and by the said ________________ and _______________, |
---|
5121 | 5121 | | witnesses, this ______ day of ________________ A.D. |
---|
5122 | 5122 | | ________________. |
---|
5123 | 5123 | | (SEAL) |
---|
5124 | 5124 | | (Signed) ______________________________ |
---|
5125 | 5125 | | (Official Capacity of Officer) |
---|
5126 | 5126 | | (Tex. Prob. Code, Secs. 59(a) (part), (b) (part).) |
---|
5127 | 5127 | | Sec. 251.105. EFFECT OF SIGNATURE ON SELF-PROVING |
---|
5128 | 5128 | | AFFIDAVIT. A signature on a self-proving affidavit is considered a |
---|
5129 | 5129 | | signature to the will if necessary to prove that the will was signed |
---|
5130 | 5130 | | by the testator or witnesses or both, except that, in that case, the |
---|
5131 | 5131 | | will may not be considered a self-proved will. (Tex. Prob. Code, |
---|
5132 | 5132 | | Sec. 59(b) (part).) |
---|
5133 | 5133 | | Sec. 251.106. CONTEST, REVOCATION, OR AMENDMENT OF |
---|
5134 | 5134 | | SELF-PROVED WILL. A self-proved will may be contested, revoked, or |
---|
5135 | 5135 | | amended by a codicil in the same manner as a will that is not |
---|
5136 | 5136 | | self-proved. (Tex. Prob. Code, Sec. 59(c) (part).) |
---|
5137 | 5137 | | Sec. 251.107. SELF-PROVED HOLOGRAPHIC WILL. |
---|
5138 | 5138 | | Notwithstanding any other provision of this subchapter, a will |
---|
5139 | 5139 | | written wholly in the testator's handwriting may be made |
---|
5140 | 5140 | | self-proved at any time during the testator's lifetime by the |
---|
5141 | 5141 | | attachment or annexation to the will of an affidavit by the testator |
---|
5142 | 5142 | | to the effect that: |
---|
5143 | 5143 | | (1) the instrument is the testator's last will; |
---|
5144 | 5144 | | (2) the testator was 18 years of age or older at the |
---|
5145 | 5145 | | time the will was executed or, if the testator was younger than 18 |
---|
5146 | 5146 | | years of age, that the testator: |
---|
5147 | 5147 | | (A) was or had been married; or |
---|
5148 | 5148 | | (B) was a member of the armed forces of the United |
---|
5149 | 5149 | | States, an auxiliary of the armed forces of the United States, or |
---|
5150 | 5150 | | the United States Maritime Service at the time the will was |
---|
5151 | 5151 | | executed; |
---|
5152 | 5152 | | (3) the testator was of sound mind; and |
---|
5153 | 5153 | | (4) the testator has not revoked the will. (Tex. Prob. |
---|
5154 | 5154 | | Code, Sec. 60 (part).) |
---|
5155 | 5155 | | CHAPTER 252. SAFEKEEPING AND CUSTODY OF WILLS |
---|
5156 | 5156 | | SUBCHAPTER A. DEPOSIT OF WILL WITH COUNTY CLERK |
---|
5157 | 5157 | | Sec. 252.001. WILL DEPOSIT; CERTIFICATE |
---|
5158 | 5158 | | Sec. 252.002. SEALED WRAPPER REQUIRED |
---|
5159 | 5159 | | Sec. 252.003. NUMBERING OF FILED WILLS AND |
---|
5160 | 5160 | | CORRESPONDING CERTIFICATES |
---|
5161 | 5161 | | Sec. 252.004. INDEX |
---|
5162 | 5162 | | [Sections 252.005-252.050 reserved for expansion] |
---|
5163 | 5163 | | SUBCHAPTER B. WILL DELIVERY DURING LIFE OF TESTATOR |
---|
5164 | 5164 | | Sec. 252.051. WILL DELIVERY |
---|
5165 | 5165 | | Sec. 252.052. SURRENDER OF CERTIFICATE OF DEPOSIT; |
---|
5166 | 5166 | | EXCEPTION |
---|
5167 | 5167 | | [Sections 252.053-252.100 reserved for expansion] |
---|
5168 | 5168 | | SUBCHAPTER C. ACTIONS BY COUNTY CLERK ON DEATH OF TESTATOR |
---|
5169 | 5169 | | Sec. 252.101. NOTIFICATION BY COUNTY CLERK |
---|
5170 | 5170 | | Sec. 252.102. WILL DELIVERY ON TESTATOR'S DEATH |
---|
5171 | 5171 | | Sec. 252.103. INSPECTION OF WILL BY COUNTY CLERK |
---|
5172 | 5172 | | Sec. 252.104. NOTICE AND DELIVERY OF WILL TO EXECUTOR |
---|
5173 | 5173 | | Sec. 252.105. NOTICE AND DELIVERY OF WILL TO DEVISEES |
---|
5174 | 5174 | | [Sections 252.106-252.150 reserved for expansion] |
---|
5175 | 5175 | | SUBCHAPTER D. LEGAL EFFECT OF WILL DEPOSIT |
---|
5176 | 5176 | | Sec. 252.151. DEPOSIT HAS NO LEGAL SIGNIFICANCE |
---|
5177 | 5177 | | Sec. 252.152. PRIOR DEPOSITED WILL IN RELATION TO |
---|
5178 | 5178 | | LATER WILL |
---|
5179 | 5179 | | Sec. 252.153. WILL DEPOSIT DOES NOT CONSTITUTE NOTICE |
---|
5180 | 5180 | | [Sections 252.154-252.200 reserved for expansion] |
---|
5181 | 5181 | | SUBCHAPTER E. DUTY AND LIABILITY OF CUSTODIAN OF ESTATE PAPERS |
---|
5182 | 5182 | | Sec. 252.201. WILL DELIVERY |
---|
5183 | 5183 | | Sec. 252.202. PERSONAL SERVICE ON CUSTODIAN OF ESTATE |
---|
5184 | 5184 | | PAPERS |
---|
5185 | 5185 | | Sec. 252.203. ARREST; CONFINEMENT |
---|
5186 | 5186 | | Sec. 252.204. DAMAGES |
---|
5187 | 5187 | | CHAPTER 252. SAFEKEEPING AND CUSTODY OF WILLS |
---|
5188 | 5188 | | SUBCHAPTER A. DEPOSIT OF WILL WITH COUNTY CLERK |
---|
5189 | 5189 | | Sec. 252.001. WILL DEPOSIT; CERTIFICATE. (a) A testator, |
---|
5190 | 5190 | | or another person for the testator, may deposit the testator's will |
---|
5191 | 5191 | | with the county clerk of the county of the testator's residence. |
---|
5192 | 5192 | | Before accepting the will for deposit, the clerk may require proof |
---|
5193 | 5193 | | satisfactory to the clerk concerning the testator's identity and |
---|
5194 | 5194 | | residence. |
---|
5195 | 5195 | | (b) The county clerk shall receive and keep the will on the |
---|
5196 | 5196 | | payment of a $5 fee. |
---|
5197 | 5197 | | (c) On the deposit of the will, the county clerk shall issue |
---|
5198 | 5198 | | a certificate of deposit for the will. (Tex. Prob. Code, Sec. 71(a) |
---|
5199 | 5199 | | (part).) |
---|
5200 | 5200 | | Sec. 252.002. SEALED WRAPPER REQUIRED. (a) A will intended |
---|
5201 | 5201 | | to be deposited with a county clerk shall be enclosed in a sealed |
---|
5202 | 5202 | | wrapper. |
---|
5203 | 5203 | | (b) The wrapper must be endorsed with: |
---|
5204 | 5204 | | (1) "Will of," followed by the name, address, and |
---|
5205 | 5205 | | signature of the testator; and |
---|
5206 | 5206 | | (2) the name and current address of each person who is |
---|
5207 | 5207 | | to be notified of the deposit of the will after the testator's |
---|
5208 | 5208 | | death. (Tex. Prob. Code, Sec. 71(b).) |
---|
5209 | 5209 | | Sec. 252.003. NUMBERING OF FILED WILLS AND CORRESPONDING |
---|
5210 | 5210 | | CERTIFICATES. (a) A county clerk shall number wills deposited with |
---|
5211 | 5211 | | the clerk in consecutive order. |
---|
5212 | 5212 | | (b) A certificate of deposit issued under Section |
---|
5213 | 5213 | | 252.001(c) on receipt of a will must bear the same number as the |
---|
5214 | 5214 | | will for which the certificate is issued. (Tex. Prob. Code, Sec. |
---|
5215 | 5215 | | 71(a) (part).) |
---|
5216 | 5216 | | Sec. 252.004. INDEX. A county clerk shall keep an index of |
---|
5217 | 5217 | | all wills deposited with the clerk under Section 252.001. (Tex. |
---|
5218 | 5218 | | Prob. Code, Sec. 71(c).) |
---|
5219 | 5219 | | [Sections 252.005-252.050 reserved for expansion] |
---|
5220 | 5220 | | SUBCHAPTER B. WILL DELIVERY DURING LIFE OF TESTATOR |
---|
5221 | 5221 | | Sec. 252.051. WILL DELIVERY. During the lifetime of the |
---|
5222 | 5222 | | testator, a will deposited with a county clerk under Subchapter A |
---|
5223 | 5223 | | may be delivered only to: |
---|
5224 | 5224 | | (1) the testator; or |
---|
5225 | 5225 | | (2) another person authorized by the testator by a |
---|
5226 | 5226 | | sworn written order. (Tex. Prob. Code, Sec. 71(d) (part).) |
---|
5227 | 5227 | | Sec. 252.052. SURRENDER OF CERTIFICATE OF DEPOSIT; |
---|
5228 | 5228 | | EXCEPTION. (a) Except as provided by Subsection (b), on delivery |
---|
5229 | 5229 | | of a will to the testator or a person authorized by the testator |
---|
5230 | 5230 | | under Section 252.051, the certificate of deposit issued for the |
---|
5231 | 5231 | | will must be surrendered by the person to whom delivery of the will |
---|
5232 | 5232 | | is made. |
---|
5233 | 5233 | | (b) A county clerk may instead accept and file an affidavit |
---|
5234 | 5234 | | by the testator stating that the certificate of deposit issued for |
---|
5235 | 5235 | | the will has been lost, stolen, or destroyed. (Tex. Prob. Code, |
---|
5236 | 5236 | | Sec. 71(d) (part).) |
---|
5237 | 5237 | | [Sections 252.053-252.100 reserved for expansion] |
---|
5238 | 5238 | | SUBCHAPTER C. ACTIONS BY COUNTY CLERK ON DEATH OF TESTATOR |
---|
5239 | 5239 | | Sec. 252.101. NOTIFICATION BY COUNTY CLERK. A county clerk |
---|
5240 | 5240 | | shall notify, by registered mail, return receipt requested, each |
---|
5241 | 5241 | | person named on the endorsement of the will wrapper that the will is |
---|
5242 | 5242 | | on deposit in the clerk's office if: |
---|
5243 | 5243 | | (1) an affidavit is submitted to the clerk stating |
---|
5244 | 5244 | | that the testator has died; or |
---|
5245 | 5245 | | (2) the clerk receives other notice or proof of the |
---|
5246 | 5246 | | testator's death sufficient to convince the clerk that the testator |
---|
5247 | 5247 | | has died. (Tex. Prob. Code, Sec. 71(e) (part).) |
---|
5248 | 5248 | | Sec. 252.102. WILL DELIVERY ON TESTATOR'S DEATH. On the |
---|
5249 | 5249 | | request of one or more persons notified under Section 252.101, the |
---|
5250 | 5250 | | county clerk shall deliver the will that is the subject of the |
---|
5251 | 5251 | | notice to the person or persons. The clerk shall obtain a receipt |
---|
5252 | 5252 | | for delivery of the will. (Tex. Prob. Code, Sec. 71(e) (part).) |
---|
5253 | 5253 | | Sec. 252.103. INSPECTION OF WILL BY COUNTY CLERK. A county |
---|
5254 | 5254 | | clerk shall open a will wrapper and inspect the will if: |
---|
5255 | 5255 | | (1) the notice required by Section 252.101 is returned |
---|
5256 | 5256 | | as undelivered; or |
---|
5257 | 5257 | | (2) the clerk has accepted for deposit a will that does |
---|
5258 | 5258 | | not specify on the will wrapper the person to whom the will is to be |
---|
5259 | 5259 | | delivered on the testator's death. (Tex. Prob. Code, Sec. 71(e) |
---|
5260 | 5260 | | (part).) |
---|
5261 | 5261 | | Sec. 252.104. NOTICE AND DELIVERY OF WILL TO EXECUTOR. If a |
---|
5262 | 5262 | | county clerk inspects a will under Section 252.103 and the will |
---|
5263 | 5263 | | names an executor, the clerk shall: |
---|
5264 | 5264 | | (1) notify the person named as executor, by registered |
---|
5265 | 5265 | | mail, return receipt requested, that the will is on deposit with the |
---|
5266 | 5266 | | clerk; and |
---|
5267 | 5267 | | (2) deliver, on request, the will to the person named |
---|
5268 | 5268 | | as executor. (Tex. Prob. Code, Sec. 71(e) (part).) |
---|
5269 | 5269 | | Sec. 252.105. NOTICE AND DELIVERY OF WILL TO DEVISEES. (a) |
---|
5270 | 5270 | | If a county clerk inspects a will under Section 252.103, the clerk |
---|
5271 | 5271 | | shall notify by registered mail, return receipt requested, the |
---|
5272 | 5272 | | devisees named in the will that the will is on deposit with the |
---|
5273 | 5273 | | clerk if: |
---|
5274 | 5274 | | (1) the will does not name an executor; |
---|
5275 | 5275 | | (2) the person named as executor in the will: |
---|
5276 | 5276 | | (A) has died; or |
---|
5277 | 5277 | | (B) fails to take the will before the 31st day |
---|
5278 | 5278 | | after the date the notice required by Section 252.104 is mailed to |
---|
5279 | 5279 | | the person; or |
---|
5280 | 5280 | | (3) the notice mailed to the person named as executor |
---|
5281 | 5281 | | is returned as undelivered. |
---|
5282 | 5282 | | (b) On request, the county clerk shall deliver the will to |
---|
5283 | 5283 | | any or all of the devisees notified under Subsection (a). (Tex. |
---|
5284 | 5284 | | Prob. Code, Sec. 71(e) (part).) |
---|
5285 | 5285 | | [Sections 252.106-252.150 reserved for expansion] |
---|
5286 | 5286 | | SUBCHAPTER D. LEGAL EFFECT OF WILL DEPOSIT |
---|
5287 | 5287 | | Sec. 252.151. DEPOSIT HAS NO LEGAL SIGNIFICANCE. The |
---|
5288 | 5288 | | provisions of Subchapter A providing for the deposit of a will with |
---|
5289 | 5289 | | a county clerk during the lifetime of a testator are solely for the |
---|
5290 | 5290 | | purpose of providing a safe and convenient repository for a will. |
---|
5291 | 5291 | | For purposes of probate, a will deposited as provided by Subchapter |
---|
5292 | 5292 | | A may not be treated differently than a will that has not been |
---|
5293 | 5293 | | deposited. (Tex. Prob. Code, Sec. 71(f) (part).) |
---|
5294 | 5294 | | Sec. 252.152. PRIOR DEPOSITED WILL IN RELATION TO LATER |
---|
5295 | 5295 | | WILL. A will that is not deposited as provided by Subchapter A |
---|
5296 | 5296 | | shall be admitted to probate on proof that the will is the last will |
---|
5297 | 5297 | | and testament of the testator, notwithstanding the fact that the |
---|
5298 | 5298 | | testator has a prior will that has been deposited in accordance with |
---|
5299 | 5299 | | Subchapter A. (Tex. Prob. Code, Sec. 71(f) (part).) |
---|
5300 | 5300 | | Sec. 252.153. WILL DEPOSIT DOES NOT CONSTITUTE NOTICE. The |
---|
5301 | 5301 | | deposit of a will as provided by Subchapter A does not constitute |
---|
5302 | 5302 | | notice, constructive or otherwise, to any person as to the |
---|
5303 | 5303 | | existence or the contents of the will. (Tex. Prob. Code, Sec. |
---|
5304 | 5304 | | 71(g).) |
---|
5305 | 5305 | | [Sections 252.154-252.200 reserved for expansion] |
---|
5306 | 5306 | | SUBCHAPTER E. DUTY AND LIABILITY OF CUSTODIAN OF ESTATE PAPERS |
---|
5307 | 5307 | | Sec. 252.201. WILL DELIVERY. On receiving notice of a |
---|
5308 | 5308 | | testator's death, the person who has custody of the testator's will |
---|
5309 | 5309 | | shall deliver the will to the clerk of the court that has |
---|
5310 | 5310 | | jurisdiction of the testator's estate. (Tex. Prob. Code, Sec. 75 |
---|
5311 | 5311 | | (part).) |
---|
5312 | 5312 | | Sec. 252.202. PERSONAL SERVICE ON CUSTODIAN OF ESTATE |
---|
5313 | 5313 | | PAPERS. On a sworn written complaint that a person has custody of |
---|
5314 | 5314 | | the last will of a testator or any papers belonging to the estate of |
---|
5315 | 5315 | | a testator or intestate, the judge of the court that has |
---|
5316 | 5316 | | jurisdiction of the estate shall have the person cited by personal |
---|
5317 | 5317 | | service to appear and show cause why the person should not deliver: |
---|
5318 | 5318 | | (1) the will to the court for probate; or |
---|
5319 | 5319 | | (2) the papers to the executor or administrator. |
---|
5320 | 5320 | | (Tex. Prob. Code, Sec. 75 (part).) |
---|
5321 | 5321 | | Sec. 252.203. ARREST; CONFINEMENT. On the return of a |
---|
5322 | 5322 | | citation served under Section 252.202, if the judge is satisfied |
---|
5323 | 5323 | | that the person served with the citation had custody of the will or |
---|
5324 | 5324 | | papers at the time the complaint under that section was filed and |
---|
5325 | 5325 | | the person does not deliver the will or papers or show good cause |
---|
5326 | 5326 | | why the will or papers have not been delivered, the judge may have |
---|
5327 | 5327 | | the person arrested and confined until the person delivers the will |
---|
5328 | 5328 | | or papers. (Tex. Prob. Code, Sec. 75 (part).) |
---|
5329 | 5329 | | Sec. 252.204. DAMAGES. (a) A person who refuses to deliver |
---|
5330 | 5330 | | a will or papers described by Section 252.202 is liable to any |
---|
5331 | 5331 | | person aggrieved by the refusal for all damages sustained as a |
---|
5332 | 5332 | | result of the refusal. |
---|
5333 | 5333 | | (b) Damages may be recovered under this section in any court |
---|
5334 | 5334 | | of competent jurisdiction. (Tex. Prob. Code, Sec. 75 (part).) |
---|
5335 | 5335 | | CHAPTER 253. CHANGE AND REVOCATION OF WILLS |
---|
5336 | 5336 | | Sec. 253.001. COURT MAY NOT PROHIBIT CHANGING A WILL |
---|
5337 | 5337 | | Sec. 253.002. REVOCATION OF WILL |
---|
5338 | 5338 | | CHAPTER 253. CHANGE AND REVOCATION OF WILLS |
---|
5339 | 5339 | | Sec. 253.001. COURT MAY NOT PROHIBIT CHANGING A WILL. (a) |
---|
5340 | 5340 | | Notwithstanding Section 22.007(a), in this section, "court" means a |
---|
5341 | 5341 | | constitutional county court, district court, or statutory county |
---|
5342 | 5342 | | court, including a statutory probate court. |
---|
5343 | 5343 | | (b) A court may not prohibit a person from executing a new |
---|
5344 | 5344 | | will or a codicil to an existing will. (Tex. Prob. Code, Sec. 69A.) |
---|
5345 | 5345 | | Sec. 253.002. REVOCATION OF WILL. A written will, or a |
---|
5346 | 5346 | | clause or devise in a written will, may not be revoked, except by a |
---|
5347 | 5347 | | subsequent will, codicil, or declaration in writing that is |
---|
5348 | 5348 | | executed with like formalities, or by the testator destroying or |
---|
5349 | 5349 | | canceling the same, or causing it to be destroyed or canceled in the |
---|
5350 | 5350 | | testator's presence. (Tex. Prob. Code, Sec. 63.) |
---|
5351 | 5351 | | CHAPTER 254. VALIDITY OF CERTAIN PROVISIONS IN, AND CONTRACTS RELATING TO, WILLS |
---|
5352 | 5352 | | RELATING TO, WILLS |
---|
5353 | 5353 | | Sec. 254.001. DEVISES TO TRUSTEES |
---|
5354 | 5354 | | Sec. 254.002. BEQUESTS TO CERTAIN SUBSCRIBING |
---|
5355 | 5355 | | WITNESSES |
---|
5356 | 5356 | | Sec. 254.003. DEVISES TO CERTAIN ATTORNEYS AND OTHER |
---|
5357 | 5357 | | PERSONS |
---|
5358 | 5358 | | Sec. 254.004. CONTRACTS CONCERNING WILLS OR DEVISES; |
---|
5359 | 5359 | | JOINT OR RECIPROCAL WILLS |
---|
5360 | 5360 | | CHAPTER 254. VALIDITY OF CERTAIN PROVISIONS IN, AND CONTRACTS |
---|
5361 | 5361 | | RELATING TO, WILLS |
---|
5362 | 5362 | | Sec. 254.001. DEVISES TO TRUSTEES. (a) A testator may |
---|
5363 | 5363 | | validly devise property in a will to the trustee of a trust |
---|
5364 | 5364 | | established or to be established: |
---|
5365 | 5365 | | (1) during the testator's lifetime by the testator, |
---|
5366 | 5366 | | the testator and another person, or another person, including a |
---|
5367 | 5367 | | funded or unfunded life insurance trust in which the settlor has |
---|
5368 | 5368 | | reserved any or all rights of ownership of the insurance contracts; |
---|
5369 | 5369 | | or |
---|
5370 | 5370 | | (2) at the testator's death by the testator's devise to |
---|
5371 | 5371 | | the trustee, regardless of the existence, size, or character of the |
---|
5372 | 5372 | | corpus of the trust, if: |
---|
5373 | 5373 | | (A) the trust is identified in the testator's |
---|
5374 | 5374 | | will; and |
---|
5375 | 5375 | | (B) the terms of the trust are in: |
---|
5376 | 5376 | | (i) a written instrument, other than a |
---|
5377 | 5377 | | will, executed before, with, or after the execution of the |
---|
5378 | 5378 | | testator's will; or |
---|
5379 | 5379 | | (ii) another person's will if that person |
---|
5380 | 5380 | | predeceased the testator. |
---|
5381 | 5381 | | (b) A devise under Subsection (a) is not invalid because the |
---|
5382 | 5382 | | trust: |
---|
5383 | 5383 | | (1) is amendable or revocable; or |
---|
5384 | 5384 | | (2) was amended after the execution of the will or the |
---|
5385 | 5385 | | testator's death. |
---|
5386 | 5386 | | (c) Unless the testator's will provides otherwise, property |
---|
5387 | 5387 | | devised to a trust described by Subsection (a) is not held under a |
---|
5388 | 5388 | | testamentary trust of the testator. The property: |
---|
5389 | 5389 | | (1) becomes part of the trust to which the property is |
---|
5390 | 5390 | | devised; and |
---|
5391 | 5391 | | (2) must be administered and disposed of according to |
---|
5392 | 5392 | | the provisions of the instrument establishing the trust, including |
---|
5393 | 5393 | | any amendment to the instrument made before or after the testator's |
---|
5394 | 5394 | | death. |
---|
5395 | 5395 | | (d) Unless the testator's will provides otherwise, a |
---|
5396 | 5396 | | revocation or termination of the trust before the testator's death |
---|
5397 | 5397 | | causes the devise to lapse. (Tex. Prob. Code, Sec. 58a.) |
---|
5398 | 5398 | | Sec. 254.002. BEQUESTS TO CERTAIN SUBSCRIBING WITNESSES. |
---|
5399 | 5399 | | (a) Except as provided by Subsection (c), if a devisee under a will |
---|
5400 | 5400 | | is also a subscribing witness to the will and the will cannot be |
---|
5401 | 5401 | | otherwise established: |
---|
5402 | 5402 | | (1) the bequest is void; and |
---|
5403 | 5403 | | (2) the subscribing witness shall be allowed and |
---|
5404 | 5404 | | compelled to appear and give the witness's testimony in the same |
---|
5405 | 5405 | | manner as if the bequest to the witness had not been made. |
---|
5406 | 5406 | | (b) Notwithstanding Subsection (a), if the subscribing |
---|
5407 | 5407 | | witness described by that subsection would have been entitled to a |
---|
5408 | 5408 | | share of the testator's estate had the testator died intestate, the |
---|
5409 | 5409 | | witness is entitled to as much of that share as does not exceed the |
---|
5410 | 5410 | | value of the bequest to the witness under the will. |
---|
5411 | 5411 | | (c) If the testimony of a subscribing witness described by |
---|
5412 | 5412 | | Subsection (a) proving the will is corroborated by at least one |
---|
5413 | 5413 | | disinterested and credible person who testifies that the |
---|
5414 | 5414 | | subscribing witness's testimony is true and correct: |
---|
5415 | 5415 | | (1) the bequest to the subscribing witness is not void |
---|
5416 | 5416 | | under Subsection (a); and |
---|
5417 | 5417 | | (2) the subscribing witness is not regarded as an |
---|
5418 | 5418 | | incompetent or noncredible witness under Subchapters B and C, |
---|
5419 | 5419 | | Chapter 251. (Tex. Prob. Code, Secs. 61, 62.) |
---|
5420 | 5420 | | Sec. 254.003. DEVISES TO CERTAIN ATTORNEYS AND OTHER |
---|
5421 | 5421 | | PERSONS. (a) A devise of property in a will is void if the devise |
---|
5422 | 5422 | | is made to: |
---|
5423 | 5423 | | (1) an attorney who prepares or supervises the |
---|
5424 | 5424 | | preparation of the will; |
---|
5425 | 5425 | | (2) a parent, descendant of a parent, or employee of |
---|
5426 | 5426 | | the attorney described by Subdivision (1); or |
---|
5427 | 5427 | | (3) the spouse of a person described by Subdivision |
---|
5428 | 5428 | | (1) or (2). |
---|
5429 | 5429 | | (b) This section does not apply to: |
---|
5430 | 5430 | | (1) a devise made to a person who: |
---|
5431 | 5431 | | (A) is the testator's spouse; |
---|
5432 | 5432 | | (B) is an ascendant or descendant of the |
---|
5433 | 5433 | | testator; or |
---|
5434 | 5434 | | (C) is related within the third degree by |
---|
5435 | 5435 | | consanguinity or affinity to the testator; or |
---|
5436 | 5436 | | (2) a bona fide purchaser for value from a devisee in a |
---|
5437 | 5437 | | will. (Tex. Prob. Code, Sec. 58b.) |
---|
5438 | 5438 | | Sec. 254.004. CONTRACTS CONCERNING WILLS OR DEVISES; JOINT |
---|
5439 | 5439 | | OR RECIPROCAL WILLS. (a) A contract executed or entered into on or |
---|
5440 | 5440 | | after September 1, 1979, to make a will or devise, or not to revoke a |
---|
5441 | 5441 | | will or devise, may be established only by: |
---|
5442 | 5442 | | (1) a written agreement that is binding and |
---|
5443 | 5443 | | enforceable; or |
---|
5444 | 5444 | | (2) a will stating: |
---|
5445 | 5445 | | (A) that a contract exists; and |
---|
5446 | 5446 | | (B) the material provisions of the contract. |
---|
5447 | 5447 | | (b) The execution of a joint will or reciprocal wills does |
---|
5448 | 5448 | | not constitute by itself sufficient evidence of the existence of a |
---|
5449 | 5449 | | contract. (Tex. Prob. Code, Sec. 59A.) |
---|
5450 | 5450 | | CHAPTER 255. CONSTRUCTION AND INTERPRETATION OF WILLS |
---|
5451 | 5451 | | SUBCHAPTER A. CERTAIN PERSONAL PROPERTY EXCLUDED FROM DEVISE OR LEGACY |
---|
5452 | 5452 | | LEGACY |
---|
5453 | 5453 | | Sec. 255.001. DEFINITIONS |
---|
5454 | 5454 | | Sec. 255.002. CERTAIN PERSONAL PROPERTY EXCLUDED FROM |
---|
5455 | 5455 | | DEVISE OF REAL PROPERTY |
---|
5456 | 5456 | | Sec. 255.003. CONTENTS EXCLUDED FROM LEGACY OF |
---|
5457 | 5457 | | PERSONAL PROPERTY |
---|
5458 | 5458 | | [Sections 255.004-255.050 reserved for expansion] |
---|
5459 | 5459 | | SUBCHAPTER B. SUCCESSION BY PRETERMITTED CHILD |
---|
5460 | 5460 | | Sec. 255.051. DEFINITION |
---|
5461 | 5461 | | Sec. 255.052. APPLICABILITY AND CONSTRUCTION |
---|
5462 | 5462 | | Sec. 255.053. SUCCESSION BY PRETERMITTED CHILD IF |
---|
5463 | 5463 | | EXECUTION |
---|
5464 | 5464 | | Sec. 255.054. SUCCESSION BY PRETERMITTED CHILD IF |
---|
5465 | 5465 | | EXECUTION |
---|
5466 | 5466 | | Sec. 255.055. RATABLE RECOVERY BY PRETERMITTED CHILD |
---|
5467 | 5467 | | BENEFICIARIES |
---|
5468 | 5468 | | [Sections 255.056-255.100 reserved for expansion] |
---|
5469 | 5469 | | SUBCHAPTER C. LIFETIME GIFTS AS SATISFACTION OF DEVISE |
---|
5470 | 5470 | | Sec. 255.101. CERTAIN LIFETIME GIFTS CONSIDERED |
---|
5471 | 5471 | | SATISFACTION OF DEVISE |
---|
5472 | 5472 | | Sec. 255.102. VALUATION OF PROPERTY |
---|
5473 | 5473 | | [Sections 255.103-255.150 reserved for expansion] |
---|
5474 | 5474 | | SUBCHAPTER D. FAILURE OF DEVISE; DISPOSITION OF PROPERTY TO DEVISEE WHO PREDECEASES TESTATOR |
---|
5475 | 5475 | | DEVISEE WHO PREDECEASES TESTATOR |
---|
5476 | 5476 | | Sec. 255.151. APPLICABILITY OF SUBCHAPTER |
---|
5477 | 5477 | | Sec. 255.152. FAILURE OF DEVISE; EFFECT ON RESIDUARY |
---|
5478 | 5478 | | ESTATE |
---|
5479 | 5479 | | Sec. 255.153. DISPOSITION OF PROPERTY TO CERTAIN |
---|
5480 | 5480 | | DEVISEES WHO PREDECEASE TESTATOR |
---|
5481 | 5481 | | Sec. 255.154. DEVISEE UNDER CLASS GIFT |
---|
5482 | 5482 | | [Sections 255.155-255.200 reserved for expansion] |
---|
5483 | 5483 | | SUBCHAPTER E. WILL PROVISION FOR MANAGEMENT OF SEPARATE PROPERTY BY SURVIVING SPOUSE |
---|
5484 | 5484 | | BY SURVIVING SPOUSE |
---|
5485 | 5485 | | Sec. 255.201. MANAGEMENT OF SEPARATE PROPERTY BY |
---|
5486 | 5486 | | SURVIVING SPOUSE |
---|
5487 | 5487 | | [Sections 255.202-255.250 reserved for expansion] |
---|
5488 | 5488 | | SUBCHAPTER F. DEVISE OF SECURITIES |
---|
5489 | 5489 | | Sec. 255.251. DEFINITIONS |
---|
5490 | 5490 | | Sec. 255.252. INCREASE IN SECURITIES; ACCESSIONS |
---|
5491 | 5491 | | Sec. 255.253. CASH DISTRIBUTION NOT INCLUDED IN DEVISE |
---|
5492 | 5492 | | [Sections 255.254-255.300 reserved for expansion] |
---|
5493 | 5493 | | SUBCHAPTER G. EXONERATION OF DEBTS SECURED BY SPECIFIC DEVISES |
---|
5494 | 5494 | | Sec. 255.301. NO RIGHT TO EXONERATION OF DEBTS |
---|
5495 | 5495 | | Sec. 255.302. EXCEPTION |
---|
5496 | 5496 | | Sec. 255.303. RIGHTS OF CERTAIN CREDITORS AND OTHER |
---|
5497 | 5497 | | PERSONS |
---|
5498 | 5498 | | [Sections 255.304-255.350 reserved for expansion] |
---|
5499 | 5499 | | SUBCHAPTER H. EXERCISE OF POWER OF APPOINTMENT THROUGH WILL |
---|
5500 | 5500 | | Sec. 255.351. EXERCISE OF POWER OF APPOINTMENT THROUGH |
---|
5501 | 5501 | | WILL |
---|
5502 | 5502 | | CHAPTER 255. CONSTRUCTION AND INTERPRETATION OF WILLS |
---|
5503 | 5503 | | SUBCHAPTER A. CERTAIN PERSONAL PROPERTY EXCLUDED FROM DEVISE OR |
---|
5504 | 5504 | | LEGACY |
---|
5505 | 5505 | | Sec. 255.001. DEFINITIONS. In this subchapter: |
---|
5506 | 5506 | | (1) "Contents" means tangible personal property, |
---|
5507 | 5507 | | other than titled personal property, found inside of or on a |
---|
5508 | 5508 | | specifically devised item. The term includes clothing, pictures, |
---|
5509 | 5509 | | furniture, coin collections, and other items of tangible personal |
---|
5510 | 5510 | | property that: |
---|
5511 | 5511 | | (A) do not require a formal transfer of title; |
---|
5512 | 5512 | | and |
---|
5513 | 5513 | | (B) are located in another item of tangible |
---|
5514 | 5514 | | personal property such as a cedar chest or other furniture. |
---|
5515 | 5515 | | (2) "Titled personal property" includes all tangible |
---|
5516 | 5516 | | personal property represented by a certificate of title, |
---|
5517 | 5517 | | certificate of ownership, written label, marking, or designation |
---|
5518 | 5518 | | that signifies ownership by a person. The term includes a motor |
---|
5519 | 5519 | | vehicle, motor home, motorboat, or other similar property that |
---|
5520 | 5520 | | requires a formal transfer of title. (Tex. Prob. Code, Sec. 58(d).) |
---|
5521 | 5521 | | Sec. 255.002. CERTAIN PERSONAL PROPERTY EXCLUDED FROM |
---|
5522 | 5522 | | DEVISE OF REAL PROPERTY. A devise of real property does not include |
---|
5523 | 5523 | | any personal property located on, or associated with, the real |
---|
5524 | 5524 | | property or any contents of personal property located on the real |
---|
5525 | 5525 | | property unless the will directs that the personal property or |
---|
5526 | 5526 | | contents are included in the devise. (Tex. Prob. Code, Sec. 58(c) |
---|
5527 | 5527 | | (part).) |
---|
5528 | 5528 | | Sec. 255.003. CONTENTS EXCLUDED FROM LEGACY OF PERSONAL |
---|
5529 | 5529 | | PROPERTY. A legacy of personal property does not include any |
---|
5530 | 5530 | | contents of the property unless the will directs that the contents |
---|
5531 | 5531 | | are included in the legacy. (Tex. Prob. Code, Sec. 58(c) (part).) |
---|
5532 | 5532 | | [Sections 255.004-255.050 reserved for expansion] |
---|
5533 | 5533 | | SUBCHAPTER B. SUCCESSION BY PRETERMITTED CHILD |
---|
5534 | 5534 | | Sec. 255.051. DEFINITION. In this subchapter, |
---|
5535 | 5535 | | "pretermitted child" means a testator's child who is born or |
---|
5536 | 5536 | | adopted: |
---|
5537 | 5537 | | (1) during the testator's lifetime or after the |
---|
5538 | 5538 | | testator's death; and |
---|
5539 | 5539 | | (2) after the execution of the testator's will. (Tex. |
---|
5540 | 5540 | | Prob. Code, Sec. 67(c).) |
---|
5541 | 5541 | | Sec. 255.052. APPLICABILITY AND CONSTRUCTION. (a) |
---|
5542 | 5542 | | Sections 255.053 and 255.054 apply only to a pretermitted child who |
---|
5543 | 5543 | | is not: |
---|
5544 | 5544 | | (1) mentioned in the testator's will; |
---|
5545 | 5545 | | (2) provided for in the testator's will; or |
---|
5546 | 5546 | | (3) otherwise provided for by the testator. |
---|
5547 | 5547 | | (b) For purposes of this subchapter, a child is provided for |
---|
5548 | 5548 | | or a provision is made for a child if a disposition of property to or |
---|
5549 | 5549 | | for the benefit of the pretermitted child, whether vested or |
---|
5550 | 5550 | | contingent, is made: |
---|
5551 | 5551 | | (1) in the testator's will, including a devise to a |
---|
5552 | 5552 | | trustee under Section 254.001; or |
---|
5553 | 5553 | | (2) outside the testator's will and is intended to take |
---|
5554 | 5554 | | effect at the testator's death. (Tex. Prob. Code, Secs. 67(a) |
---|
5555 | 5555 | | (part), (d).) |
---|
5556 | 5556 | | Sec. 255.053. SUCCESSION BY PRETERMITTED CHILD IF TESTATOR |
---|
5557 | 5557 | | HAS LIVING CHILD AT WILL'S EXECUTION. (a) If no provision is made |
---|
5558 | 5558 | | in the testator's last will for any child of the testator who is |
---|
5559 | 5559 | | living when the testator executes the will, a pretermitted child |
---|
5560 | 5560 | | succeeds to the portion of the testator's separate and community |
---|
5561 | 5561 | | estate, other than any portion of the estate devised to the |
---|
5562 | 5562 | | pretermitted child's other parent, to which the pretermitted child |
---|
5563 | 5563 | | would have been entitled under Section 201.001 if the testator had |
---|
5564 | 5564 | | died intestate without a surviving spouse. |
---|
5565 | 5565 | | (b) If a provision, whether vested or contingent, is made in |
---|
5566 | 5566 | | the testator's last will for one or more children of the testator |
---|
5567 | 5567 | | who are living when the testator executes the will, a pretermitted |
---|
5568 | 5568 | | child is entitled only to a portion of the disposition made to |
---|
5569 | 5569 | | children under the will that is equal to the portion the child would |
---|
5570 | 5570 | | have received if the testator had: |
---|
5571 | 5571 | | (1) included all of the testator's pretermitted |
---|
5572 | 5572 | | children with the children on whom benefits were conferred under |
---|
5573 | 5573 | | the will; and |
---|
5574 | 5574 | | (2) given an equal share of those benefits to each |
---|
5575 | 5575 | | child. |
---|
5576 | 5576 | | (c) To the extent feasible, the interest in the testator's |
---|
5577 | 5577 | | estate to which the pretermitted child is entitled under Subsection |
---|
5578 | 5578 | | (b) must be of the same character, whether an equitable or legal |
---|
5579 | 5579 | | life estate or in fee, as the interest that the testator conferred |
---|
5580 | 5580 | | on the testator's children under the will. (Tex. Prob. Code, Sec. |
---|
5581 | 5581 | | 67(a)(1).) |
---|
5582 | 5582 | | Sec. 255.054. SUCCESSION BY PRETERMITTED CHILD IF TESTATOR |
---|
5583 | 5583 | | HAS NO LIVING CHILD AT WILL'S EXECUTION. If a testator has no child |
---|
5584 | 5584 | | living when the testator executes the testator's last will, a |
---|
5585 | 5585 | | pretermitted child succeeds to the portion of the testator's |
---|
5586 | 5586 | | separate and community estate, other than any portion of the estate |
---|
5587 | 5587 | | devised to the pretermitted child's other parent, to which the |
---|
5588 | 5588 | | pretermitted child would have been entitled under Section 201.001 |
---|
5589 | 5589 | | if the testator had died intestate without a surviving spouse. |
---|
5590 | 5590 | | (Tex. Prob. Code, Sec. 67(a)(2).) |
---|
5591 | 5591 | | Sec. 255.055. RATABLE RECOVERY BY PRETERMITTED CHILD FROM |
---|
5592 | 5592 | | PORTIONS PASSING TO OTHER BENEFICIARIES. (a) A pretermitted child |
---|
5593 | 5593 | | may recover the share of the testator's estate to which the child is |
---|
5594 | 5594 | | entitled from the testator's other children under Section |
---|
5595 | 5595 | | 255.053(b) or from the testamentary beneficiaries under Sections |
---|
5596 | 5596 | | 255.053(a) and 255.054, other than the pretermitted child's other |
---|
5597 | 5597 | | parent, ratably, out of the portions of the estate passing to those |
---|
5598 | 5598 | | persons under the will. |
---|
5599 | 5599 | | (b) In abating the interests of the beneficiaries described |
---|
5600 | 5600 | | by Subsection (a), the character of the testamentary plan adopted |
---|
5601 | 5601 | | by the testator must be preserved to the maximum extent possible. |
---|
5602 | 5602 | | (Tex. Prob. Code, Sec. 67(b).) |
---|
5603 | 5603 | | [Sections 255.056-255.100 reserved for expansion] |
---|
5604 | 5604 | | SUBCHAPTER C. LIFETIME GIFTS AS SATISFACTION OF DEVISE |
---|
5605 | 5605 | | Sec. 255.101. CERTAIN LIFETIME GIFTS CONSIDERED |
---|
5606 | 5606 | | SATISFACTION OF DEVISE. Property that a testator gives to a person |
---|
5607 | 5607 | | during the testator's lifetime is considered a satisfaction, either |
---|
5608 | 5608 | | wholly or partly, of a devise to the person if: |
---|
5609 | 5609 | | (1) the testator's will provides for deduction of the |
---|
5610 | 5610 | | lifetime gift from the devise; |
---|
5611 | 5611 | | (2) the testator declares in a contemporaneous writing |
---|
5612 | 5612 | | that the lifetime gift is to be deducted from, or is in satisfaction |
---|
5613 | 5613 | | of, the devise; or |
---|
5614 | 5614 | | (3) the devisee acknowledges in writing that the |
---|
5615 | 5615 | | lifetime gift is in satisfaction of the devise. (Tex. Prob. Code, |
---|
5616 | 5616 | | Sec. 37C(a).) |
---|
5617 | 5617 | | Sec. 255.102. VALUATION OF PROPERTY. Property given in |
---|
5618 | 5618 | | partial satisfaction of a devise shall be valued as of the earlier |
---|
5619 | 5619 | | of: |
---|
5620 | 5620 | | (1) the date the devisee acquires possession of or |
---|
5621 | 5621 | | enjoys the property; or |
---|
5622 | 5622 | | (2) the date of the testator's death. (Tex. Prob. |
---|
5623 | 5623 | | Code, Sec. 37C(b).) |
---|
5624 | 5624 | | [Sections 255.103-255.150 reserved for expansion] |
---|
5625 | 5625 | | SUBCHAPTER D. FAILURE OF DEVISE; DISPOSITION OF PROPERTY TO |
---|
5626 | 5626 | | DEVISEE WHO PREDECEASES TESTATOR |
---|
5627 | 5627 | | Sec. 255.151. APPLICABILITY OF SUBCHAPTER. This subchapter |
---|
5628 | 5628 | | applies unless the testator's last will and testament provides |
---|
5629 | 5629 | | otherwise. For example, a devise in the testator's will stating "to |
---|
5630 | 5630 | | my surviving children" or "to such of my children as shall survive |
---|
5631 | 5631 | | me" prevents the application of Sections 255.153 and 255.154. |
---|
5632 | 5632 | | (Tex. Prob. Code, Sec. 68(e).) |
---|
5633 | 5633 | | Sec. 255.152. FAILURE OF DEVISE; EFFECT ON RESIDUARY |
---|
5634 | 5634 | | ESTATE. (a) Except as provided by Sections 255.153 and 255.154, if |
---|
5635 | 5635 | | a devise, other than a residuary devise, fails for any reason, the |
---|
5636 | 5636 | | devise becomes a part of the residuary estate. |
---|
5637 | 5637 | | (b) Except as provided by Sections 255.153 and 255.154, if |
---|
5638 | 5638 | | the residuary estate is devised to two or more persons and the share |
---|
5639 | 5639 | | of one of the residuary devisees fails for any reason, that |
---|
5640 | 5640 | | residuary devisee's share passes to the other residuary devisees, |
---|
5641 | 5641 | | in proportion to the residuary devisee's interest in the residuary |
---|
5642 | 5642 | | estate. |
---|
5643 | 5643 | | (c) Except as provided by Sections 255.153 and 255.154, the |
---|
5644 | 5644 | | residuary estate passes as if the testator had died intestate if all |
---|
5645 | 5645 | | residuary devisees: |
---|
5646 | 5646 | | (1) are deceased at the time the testator's will is |
---|
5647 | 5647 | | executed; |
---|
5648 | 5648 | | (2) fail to survive the testator; or |
---|
5649 | 5649 | | (3) are treated as if the residuary devisees |
---|
5650 | 5650 | | predeceased the testator. (Tex. Prob. Code, Secs. 68(b), (c), (d).) |
---|
5651 | 5651 | | Sec. 255.153. DISPOSITION OF PROPERTY TO CERTAIN DEVISEES |
---|
5652 | 5652 | | WHO PREDECEASE TESTATOR. (a) If a devisee who is a descendant of |
---|
5653 | 5653 | | the testator or a descendant of a testator's parent is deceased at |
---|
5654 | 5654 | | the time the will is executed, fails to survive the testator, or is |
---|
5655 | 5655 | | treated as if the devisee predeceased the testator by Chapter 121 or |
---|
5656 | 5656 | | otherwise, the descendants of the devisee who survived the testator |
---|
5657 | 5657 | | by 120 hours take the devised property in place of the devisee. |
---|
5658 | 5658 | | (b) Devised property to which Subsection (a) applies shall |
---|
5659 | 5659 | | be divided into the number of shares equal to the total number of |
---|
5660 | 5660 | | surviving descendants in the nearest degree of kinship to the |
---|
5661 | 5661 | | devisee and deceased persons in the same degree of kinship to the |
---|
5662 | 5662 | | devisee whose descendants survived the testator. Each surviving |
---|
5663 | 5663 | | descendant in the nearest degree of kinship to the devisee receives |
---|
5664 | 5664 | | one share, and the share of each deceased person in the same degree |
---|
5665 | 5665 | | of kinship to the devisee whose descendants survived the testator |
---|
5666 | 5666 | | is divided among the descendants by representation. (Tex. Prob. |
---|
5667 | 5667 | | Code, Sec. 68(a) (part).) |
---|
5668 | 5668 | | Sec. 255.154. DEVISEE UNDER CLASS GIFT. For purposes of |
---|
5669 | 5669 | | this subchapter, a person who would have been a devisee under a |
---|
5670 | 5670 | | class gift if the person had survived the testator is treated as a |
---|
5671 | 5671 | | devisee unless the person died before the date the will was |
---|
5672 | 5672 | | executed. (Tex. Prob. Code, Sec. 68(a) (part).) |
---|
5673 | 5673 | | [Sections 255.155-255.200 reserved for expansion] |
---|
5674 | 5674 | | SUBCHAPTER E. WILL PROVISION FOR MANAGEMENT OF SEPARATE PROPERTY |
---|
5675 | 5675 | | BY SURVIVING SPOUSE |
---|
5676 | 5676 | | Sec. 255.201. MANAGEMENT OF SEPARATE PROPERTY BY SURVIVING |
---|
5677 | 5677 | | SPOUSE. (a) Subject to Subsection (b) and any other restrictions |
---|
5678 | 5678 | | imposed by the will, a spouse by last will and testament may give to |
---|
5679 | 5679 | | the survivor of the marriage the power to: |
---|
5680 | 5680 | | (1) keep the testator's separate property together |
---|
5681 | 5681 | | until each distributee becomes of legal age; and |
---|
5682 | 5682 | | (2) manage and control the separate property under the |
---|
5683 | 5683 | | provisions of law relating to community property. |
---|
5684 | 5684 | | (b) A child or distributee entitled to any portion of the |
---|
5685 | 5685 | | separate property described by Subsection (a) is entitled to |
---|
5686 | 5686 | | receive the child's or distributee's distributive portion of the |
---|
5687 | 5687 | | estate at any time after the child or distributee becomes of legal |
---|
5688 | 5688 | | age. (Tex. Prob. Code, Sec. 70.) |
---|
5689 | 5689 | | [Sections 255.202-255.250 reserved for expansion] |
---|
5690 | 5690 | | SUBCHAPTER F. DEVISE OF SECURITIES |
---|
5691 | 5691 | | Sec. 255.251. DEFINITIONS. In this subchapter: |
---|
5692 | 5692 | | (1) "Securities" has the meaning assigned by Section |
---|
5693 | 5693 | | 4, The Securities Act (Article 581-4, Vernon's Texas Civil |
---|
5694 | 5694 | | Statutes). |
---|
5695 | 5695 | | (2) "Stock" means securities. (Tex. Prob. Code, Sec. |
---|
5696 | 5696 | | 70A(c).) |
---|
5697 | 5697 | | Sec. 255.252. INCREASE IN SECURITIES; ACCESSIONS. Unless |
---|
5698 | 5698 | | the will of a testator clearly provides otherwise, a devise of |
---|
5699 | 5699 | | securities that are owned by the testator on the date the will is |
---|
5700 | 5700 | | executed includes the following additional securities subsequently |
---|
5701 | 5701 | | acquired by the testator as a result of the testator's ownership of |
---|
5702 | 5702 | | the devised securities: |
---|
5703 | 5703 | | (1) securities of the same organization acquired |
---|
5704 | 5704 | | because of an action initiated by the organization or any |
---|
5705 | 5705 | | successor, related, or acquiring organization, including stock |
---|
5706 | 5706 | | splits, stock dividends, and new issues of stock acquired in a |
---|
5707 | 5707 | | reorganization, redemption, or exchange, other than securities |
---|
5708 | 5708 | | acquired through the exercise of purchase options or through a plan |
---|
5709 | 5709 | | of reinvestment; and |
---|
5710 | 5710 | | (2) securities of another organization acquired as a |
---|
5711 | 5711 | | result of a merger, consolidation, reorganization, or other |
---|
5712 | 5712 | | distribution by the organization or any successor, related, or |
---|
5713 | 5713 | | acquiring organization, including stock splits, stock dividends, |
---|
5714 | 5714 | | and new issues of stock acquired in a reorganization, redemption, |
---|
5715 | 5715 | | or exchange, other than securities acquired through the exercise of |
---|
5716 | 5716 | | purchase options or through a plan of reinvestment. (Tex. Prob. |
---|
5717 | 5717 | | Code, Sec. 70A(a).) |
---|
5718 | 5718 | | Sec. 255.253. CASH DISTRIBUTION NOT INCLUDED IN DEVISE. |
---|
5719 | 5719 | | Unless the will of a testator clearly provides otherwise, a devise |
---|
5720 | 5720 | | of securities does not include a cash distribution relating to the |
---|
5721 | 5721 | | securities that accrues before the testator's death, regardless of |
---|
5722 | 5722 | | whether the distribution is paid before the testator's death. |
---|
5723 | 5723 | | (Tex. Prob. Code, Sec. 70A(b).) |
---|
5724 | 5724 | | [Sections 255.254-255.300 reserved for expansion] |
---|
5725 | 5725 | | SUBCHAPTER G. EXONERATION OF DEBTS SECURED BY SPECIFIC DEVISES |
---|
5726 | 5726 | | Sec. 255.301. NO RIGHT TO EXONERATION OF DEBTS. Except as |
---|
5727 | 5727 | | provided by Section 255.302, a specific devise passes to the |
---|
5728 | 5728 | | devisee subject to each debt secured by the property that exists on |
---|
5729 | 5729 | | the date of the testator's death, and the devisee is not entitled to |
---|
5730 | 5730 | | exoneration from the testator's estate for payment of the debt. |
---|
5731 | 5731 | | (Tex. Prob. Code, Sec. 71A(a).) |
---|
5732 | 5732 | | Sec. 255.302. EXCEPTION. A specific devise does not pass to |
---|
5733 | 5733 | | the devisee subject to a debt described by Section 255.301 if the |
---|
5734 | 5734 | | will in which the devise is made specifically states that the devise |
---|
5735 | 5735 | | passes without being subject to the debt. A general provision in |
---|
5736 | 5736 | | the will stating that debts are to be paid is not a specific |
---|
5737 | 5737 | | statement for purposes of this section. (Tex. Prob. Code, Sec. |
---|
5738 | 5738 | | 71A(b).) |
---|
5739 | 5739 | | Sec. 255.303. RIGHTS OF CERTAIN CREDITORS AND OTHER |
---|
5740 | 5740 | | PERSONS. (a) Section 255.301 does not affect the rights of |
---|
5741 | 5741 | | creditors provided under this title or the rights of other persons |
---|
5742 | 5742 | | or entities provided under Chapters 102 and 353. |
---|
5743 | 5743 | | (b) A debt described by Section 255.301 that a creditor |
---|
5744 | 5744 | | elects to have allowed and approved as a matured secured claim shall |
---|
5745 | 5745 | | be paid in accordance with Sections 355.153(b), (c), (d), and (e). |
---|
5746 | 5746 | | (Tex. Prob. Code, Sec. 71A(c).) |
---|
5747 | 5747 | | [Sections 255.304-255.350 reserved for expansion] |
---|
5748 | 5748 | | SUBCHAPTER H. EXERCISE OF POWER OF APPOINTMENT THROUGH WILL |
---|
5749 | 5749 | | Sec. 255.351. EXERCISE OF POWER OF APPOINTMENT THROUGH |
---|
5750 | 5750 | | WILL. A testator may not exercise a power of appointment through a |
---|
5751 | 5751 | | residuary clause in the testator's will or through a will providing |
---|
5752 | 5752 | | for general disposition of all of the testator's property unless: |
---|
5753 | 5753 | | (1) the testator makes a specific reference to the |
---|
5754 | 5754 | | power in the will; or |
---|
5755 | 5755 | | (2) there is some other indication in writing that the |
---|
5756 | 5756 | | testator intended to include the property subject to the power in |
---|
5757 | 5757 | | the will. (Tex. Prob. Code, Sec. 58c.) |
---|
5758 | 5758 | | CHAPTER 256. PROBATE OF WILLS GENERALLY |
---|
5759 | 5759 | | SUBCHAPTER A. EFFECTIVENESS OF WILL; PERIOD FOR PROBATE |
---|
5760 | 5760 | | Sec. 256.001. WILL NOT EFFECTIVE UNTIL PROBATED |
---|
5761 | 5761 | | Sec. 256.002. PROBATE BEFORE DEATH VOID |
---|
5762 | 5762 | | Sec. 256.003. PERIOD FOR ADMITTING WILL TO PROBATE; |
---|
5763 | 5763 | | PROTECTION FOR CERTAIN PURCHASERS |
---|
5764 | 5764 | | [Sections 256.004-256.050 reserved for expansion] |
---|
5765 | 5765 | | SUBCHAPTER B. APPLICATION REQUIREMENTS |
---|
5766 | 5766 | | Sec. 256.051. ELIGIBLE APPLICANTS FOR PROBATE OF WILL |
---|
5767 | 5767 | | Sec. 256.052. CONTENTS OF APPLICATION FOR PROBATE OF |
---|
5768 | 5768 | | WRITTEN WILL GENERALLY |
---|
5769 | 5769 | | Sec. 256.053. FILING OF WRITTEN WILL WITH APPLICATION |
---|
5770 | 5770 | | FOR PROBATE GENERALLY REQUIRED |
---|
5771 | 5771 | | Sec. 256.054. ADDITIONAL APPLICATION REQUIREMENTS WHEN |
---|
5772 | 5772 | | NO WRITTEN WILL IS PRODUCED |
---|
5773 | 5773 | | [Sections 256.055-256.100 reserved for expansion] |
---|
5774 | 5774 | | SUBCHAPTER C. PROCEDURES FOR SECOND APPLICATION |
---|
5775 | 5775 | | Sec. 256.101. PROCEDURE ON FILING OF SECOND |
---|
5776 | 5776 | | HAS NOT BEEN HEARD |
---|
5777 | 5777 | | Sec. 256.102. PROCEDURE ON FILING OF SECOND |
---|
5778 | 5778 | | WILL HAS BEEN ADMITTED |
---|
5779 | 5779 | | Sec. 256.103. PROCEDURE WHEN APPLICATION FOR PROBATE |
---|
5780 | 5780 | | ADMINISTRATION HAVE BEEN GRANTED |
---|
5781 | 5781 | | [Sections 256.104-256.150 reserved for expansion] |
---|
5782 | 5782 | | SUBCHAPTER D. REQUIRED PROOF FOR PROBATE OF WILL |
---|
5783 | 5783 | | Sec. 256.151. GENERAL PROOF REQUIREMENTS |
---|
5784 | 5784 | | Sec. 256.152. ADDITIONAL PROOF REQUIRED FOR PROBATE OF |
---|
5785 | 5785 | | WILL |
---|
5786 | 5786 | | Sec. 256.153. AUTHORIZED METHODS OF PROVING ATTESTED |
---|
5787 | 5787 | | WRITTEN WILL |
---|
5788 | 5788 | | Sec. 256.154. AUTHORIZED METHODS OF PROVING |
---|
5789 | 5789 | | HOLOGRAPHIC WILL |
---|
5790 | 5790 | | Sec. 256.155. PROCEDURES FOR DEPOSITIONS WHEN NO |
---|
5791 | 5791 | | CONTEST IS FILED |
---|
5792 | 5792 | | Sec. 256.156. PROOF OF WRITTEN WILL NOT PRODUCED IN |
---|
5793 | 5793 | | COURT |
---|
5794 | 5794 | | Sec. 256.157. TESTIMONY REGARDING PROBATE TO BE |
---|
5795 | 5795 | | COMMITTED TO WRITING |
---|
5796 | 5796 | | [Sections 256.158-256.200 reserved for expansion] |
---|
5797 | 5797 | | SUBCHAPTER E. ADMISSION OF WILL TO, AND PROCEDURES FOLLOWING, PROBATE |
---|
5798 | 5798 | | PROBATE |
---|
5799 | 5799 | | Sec. 256.201. ADMISSION OF WILL TO PROBATE |
---|
5800 | 5800 | | Sec. 256.202. CUSTODY OF PROBATED WILL |
---|
5801 | 5801 | | Sec. 256.203. ESTABLISHING CONTENTS OF WILL NOT IN |
---|
5802 | 5802 | | COURT'S CUSTODY |
---|
5803 | 5803 | | Sec. 256.204. PERIOD FOR CONTEST |
---|
5804 | 5804 | | CHAPTER 256. PROBATE OF WILLS GENERALLY |
---|
5805 | 5805 | | SUBCHAPTER A. EFFECTIVENESS OF WILL; PERIOD FOR PROBATE |
---|
5806 | 5806 | | Sec. 256.001. WILL NOT EFFECTIVE UNTIL PROBATED. Except as |
---|
5807 | 5807 | | provided by Subtitle K with respect to foreign wills, a will is not |
---|
5808 | 5808 | | effective to prove title to, or the right to possession of, any |
---|
5809 | 5809 | | property disposed of by the will until the will is admitted to |
---|
5810 | 5810 | | probate. (Tex. Prob. Code, Sec. 94.) |
---|
5811 | 5811 | | Sec. 256.002. PROBATE BEFORE DEATH VOID. The probate of a |
---|
5812 | 5812 | | will of a living person is void. (Tex. Prob. Code, Sec. 72(a) |
---|
5813 | 5813 | | (part).) |
---|
5814 | 5814 | | Sec. 256.003. PERIOD FOR ADMITTING WILL TO PROBATE; |
---|
5815 | 5815 | | PROTECTION FOR CERTAIN PURCHASERS. (a) A will may not be admitted |
---|
5816 | 5816 | | to probate after the fourth anniversary of the testator's death |
---|
5817 | 5817 | | unless it is shown by proof that the applicant for the probate of |
---|
5818 | 5818 | | the will was not in default in failing to present the will for |
---|
5819 | 5819 | | probate on or before the fourth anniversary of the testator's |
---|
5820 | 5820 | | death. |
---|
5821 | 5821 | | (b) Letters testamentary may not be issued if a will is |
---|
5822 | 5822 | | admitted to probate after the fourth anniversary of the testator's |
---|
5823 | 5823 | | death. |
---|
5824 | 5824 | | (c) A person who for value, in good faith, and without |
---|
5825 | 5825 | | knowledge of the existence of a will purchases property from a |
---|
5826 | 5826 | | decedent's heirs after the fourth anniversary of the decedent's |
---|
5827 | 5827 | | death shall be held to have good title to the interest that the heir |
---|
5828 | 5828 | | or heirs would have had in the absence of a will, as against the |
---|
5829 | 5829 | | claim of any devisee under any will that is subsequently offered for |
---|
5830 | 5830 | | probate. (Tex. Prob. Code, Sec. 73.) |
---|
5831 | 5831 | | [Sections 256.004-256.050 reserved for expansion] |
---|
5832 | 5832 | | SUBCHAPTER B. APPLICATION REQUIREMENTS |
---|
5833 | 5833 | | Sec. 256.051. ELIGIBLE APPLICANTS FOR PROBATE OF WILL. (a) |
---|
5834 | 5834 | | An executor named in a will or an interested person may file an |
---|
5835 | 5835 | | application with the court for an order admitting a will to probate, |
---|
5836 | 5836 | | whether the will is: |
---|
5837 | 5837 | | (1) written or unwritten; |
---|
5838 | 5838 | | (2) in the applicant's possession or not; |
---|
5839 | 5839 | | (3) lost; |
---|
5840 | 5840 | | (4) destroyed; or |
---|
5841 | 5841 | | (5) outside of this state. |
---|
5842 | 5842 | | (b) An application for the probate of a will may be combined |
---|
5843 | 5843 | | with an application for the appointment of an executor or |
---|
5844 | 5844 | | administrator. A person interested in either the probate or the |
---|
5845 | 5845 | | appointment may apply for both. (Tex. Prob. Code, Sec. 76 (part).) |
---|
5846 | 5846 | | Sec. 256.052. CONTENTS OF APPLICATION FOR PROBATE OF |
---|
5847 | 5847 | | WRITTEN WILL GENERALLY. (a) An application for the probate of a |
---|
5848 | 5848 | | written will must state and aver the following to the extent each is |
---|
5849 | 5849 | | known to the applicant or can, with reasonable diligence, be |
---|
5850 | 5850 | | ascertained by the applicant: |
---|
5851 | 5851 | | (1) each applicant's name and domicile; |
---|
5852 | 5852 | | (2) the testator's name, domicile, and, if known, age, |
---|
5853 | 5853 | | on the date of the testator's death; |
---|
5854 | 5854 | | (3) the fact, time, and place of the testator's death; |
---|
5855 | 5855 | | (4) facts showing that the court with which the |
---|
5856 | 5856 | | application is filed has venue; |
---|
5857 | 5857 | | (5) that the testator owned property, including a |
---|
5858 | 5858 | | statement generally describing the property and the property's |
---|
5859 | 5859 | | probable value; |
---|
5860 | 5860 | | (6) the date of the will; |
---|
5861 | 5861 | | (7) the name and residence of: |
---|
5862 | 5862 | | (A) any executor named in the will or, if no |
---|
5863 | 5863 | | executor is named, of the person to whom the applicant desires that |
---|
5864 | 5864 | | letters be issued; and |
---|
5865 | 5865 | | (B) each subscribing witness to the will, if any; |
---|
5866 | 5866 | | (8) whether one or more children born to or adopted by |
---|
5867 | 5867 | | the testator after the testator executed the will survived the |
---|
5868 | 5868 | | testator and, if so, the name of each of those children; |
---|
5869 | 5869 | | (9) whether the testator was ever divorced and, if so, |
---|
5870 | 5870 | | when and from whom; |
---|
5871 | 5871 | | (10) whether the state, a governmental agency of the |
---|
5872 | 5872 | | state, or a charitable organization is named in the will as a |
---|
5873 | 5873 | | devisee; and |
---|
5874 | 5874 | | (11) that the executor named in the will, the |
---|
5875 | 5875 | | applicant, or another person to whom the applicant desires that |
---|
5876 | 5876 | | letters be issued is not disqualified by law from accepting the |
---|
5877 | 5877 | | letters. |
---|
5878 | 5878 | | (b) If an applicant does not state or aver any matter |
---|
5879 | 5879 | | required by Subsection (a) in the application, the application must |
---|
5880 | 5880 | | state the reason the matter is not stated and averred. (Tex. Prob. |
---|
5881 | 5881 | | Code, Sec. 81(a) (part).) |
---|
5882 | 5882 | | Sec. 256.053. FILING OF WRITTEN WILL WITH APPLICATION FOR |
---|
5883 | 5883 | | PROBATE GENERALLY REQUIRED. (a) An applicant for the probate of a |
---|
5884 | 5884 | | written will shall file the will with the application if the will is |
---|
5885 | 5885 | | in the applicant's control. |
---|
5886 | 5886 | | (b) A will filed under Subsection (a) must remain in the |
---|
5887 | 5887 | | custody of the county clerk unless removed from the clerk's custody |
---|
5888 | 5888 | | by a court order. (Tex. Prob. Code, Sec. 81(a) (part).) |
---|
5889 | 5889 | | Sec. 256.054. ADDITIONAL APPLICATION REQUIREMENTS WHEN NO |
---|
5890 | 5890 | | WRITTEN WILL IS PRODUCED. In addition to the requirements for an |
---|
5891 | 5891 | | application under Section 256.052, if an applicant for the probate |
---|
5892 | 5892 | | of a written will cannot produce the will in court, the application |
---|
5893 | 5893 | | must state: |
---|
5894 | 5894 | | (1) the reason the will cannot be produced; |
---|
5895 | 5895 | | (2) the contents of the will, as far as known; and |
---|
5896 | 5896 | | (3) the name, age, marital status, and address, if |
---|
5897 | 5897 | | known, and the relationship to the testator, if any, of: |
---|
5898 | 5898 | | (A) each devisee; |
---|
5899 | 5899 | | (B) each person who would inherit as an heir of |
---|
5900 | 5900 | | the testator in the absence of a valid will; and |
---|
5901 | 5901 | | (C) in the case of partial intestacy, each heir |
---|
5902 | 5902 | | of the testator. (Tex. Prob. Code, Sec. 81(b).) |
---|
5903 | 5903 | | [Sections 256.055-256.100 reserved for expansion] |
---|
5904 | 5904 | | SUBCHAPTER C. PROCEDURES FOR SECOND APPLICATION |
---|
5905 | 5905 | | Sec. 256.101. PROCEDURE ON FILING OF SECOND APPLICATION |
---|
5906 | 5906 | | WHEN ORIGINAL APPLICATION HAS NOT BEEN HEARD. If, after an |
---|
5907 | 5907 | | application for the probate of a decedent's will or the appointment |
---|
5908 | 5908 | | of a personal representative for the decedent's estate has been |
---|
5909 | 5909 | | filed but before the application is heard, an application is filed |
---|
5910 | 5910 | | for the probate of a will of the same decedent that has not |
---|
5911 | 5911 | | previously been presented for probate, the court shall: |
---|
5912 | 5912 | | (1) hear both applications together; and |
---|
5913 | 5913 | | (2) determine: |
---|
5914 | 5914 | | (A) if both applications are for the probate of a |
---|
5915 | 5915 | | will, which will should be admitted to probate, if either, or |
---|
5916 | 5916 | | whether the decedent died intestate; or |
---|
5917 | 5917 | | (B) if only one application is for the probate of |
---|
5918 | 5918 | | a will, whether the will should be admitted to probate or whether |
---|
5919 | 5919 | | the decedent died intestate. (Tex. Prob. Code, Sec. 83(a).) |
---|
5920 | 5920 | | Sec. 256.102. PROCEDURE ON FILING OF SECOND APPLICATION FOR |
---|
5921 | 5921 | | PROBATE AFTER FIRST WILL HAS BEEN ADMITTED. If, after a decedent's |
---|
5922 | 5922 | | will has been admitted to probate, an application is filed for the |
---|
5923 | 5923 | | probate of a will of the same decedent that has not previously been |
---|
5924 | 5924 | | presented for probate, the court shall determine: |
---|
5925 | 5925 | | (1) whether the former probate should be set aside; |
---|
5926 | 5926 | | and |
---|
5927 | 5927 | | (2) if the former probate is to be set aside, whether: |
---|
5928 | 5928 | | (A) the other will should be admitted to probate; |
---|
5929 | 5929 | | or |
---|
5930 | 5930 | | (B) the decedent died intestate. (Tex. Prob. |
---|
5931 | 5931 | | Code, Sec. 83(b).) |
---|
5932 | 5932 | | Sec. 256.103. PROCEDURE WHEN APPLICATION FOR PROBATE IS |
---|
5933 | 5933 | | FILED AFTER LETTERS OF ADMINISTRATION HAVE BEEN GRANTED. (a) A |
---|
5934 | 5934 | | lawful will of a decedent that is discovered after letters of |
---|
5935 | 5935 | | administration have been granted on the decedent's estate may be |
---|
5936 | 5936 | | proved in the manner provided for the proof of wills. |
---|
5937 | 5937 | | (b) The court shall allow an executor named in a will |
---|
5938 | 5938 | | described by Subsection (a) who is not disqualified to qualify and |
---|
5939 | 5939 | | accept as executor. The court shall revoke the previously granted |
---|
5940 | 5940 | | letters of administration. |
---|
5941 | 5941 | | (c) If an executor is not named in a will described by |
---|
5942 | 5942 | | Subsection (a), or if the executor named is disqualified or dead, |
---|
5943 | 5943 | | renounces the executorship, fails or is unable to accept and |
---|
5944 | 5944 | | qualify before the 21st day after the date of the probate of the |
---|
5945 | 5945 | | will, or fails to present the will for probate before the 31st day |
---|
5946 | 5946 | | after the discovery of the will, the court, as in other cases, shall |
---|
5947 | 5947 | | grant an administration with the will annexed of the testator's |
---|
5948 | 5948 | | estate. |
---|
5949 | 5949 | | (d) An act performed by the first administrator before the |
---|
5950 | 5950 | | executor described by Subsection (b) or the administrator with the |
---|
5951 | 5951 | | will annexed described by Subsection (c) qualifies is as valid as if |
---|
5952 | 5952 | | no will had been discovered. (Tex. Prob. Code, Sec. 83(c).) |
---|
5953 | 5953 | | [Sections 256.104-256.150 reserved for expansion] |
---|
5954 | 5954 | | SUBCHAPTER D. REQUIRED PROOF FOR PROBATE OF WILL |
---|
5955 | 5955 | | Sec. 256.151. GENERAL PROOF REQUIREMENTS. An applicant for |
---|
5956 | 5956 | | the probate of a will must prove to the court's satisfaction that: |
---|
5957 | 5957 | | (1) the testator is dead; |
---|
5958 | 5958 | | (2) four years have not elapsed since the date of the |
---|
5959 | 5959 | | testator's death and before the application; |
---|
5960 | 5960 | | (3) the court has jurisdiction and venue over the |
---|
5961 | 5961 | | estate; |
---|
5962 | 5962 | | (4) citation has been served and returned in the |
---|
5963 | 5963 | | manner and for the period required by this title; and |
---|
5964 | 5964 | | (5) the person for whom letters testamentary or of |
---|
5965 | 5965 | | administration are sought is entitled by law to the letters and is |
---|
5966 | 5966 | | not disqualified. (Tex. Prob. Code, Sec. 88(a) (part).) |
---|
5967 | 5967 | | Sec. 256.152. ADDITIONAL PROOF REQUIRED FOR PROBATE OF |
---|
5968 | 5968 | | WILL. (a) An applicant for the probate of a will must prove the |
---|
5969 | 5969 | | following to the court's satisfaction, in addition to the proof |
---|
5970 | 5970 | | required by Section 256.151, to obtain the probate: |
---|
5971 | 5971 | | (1) the testator did not revoke the will; and |
---|
5972 | 5972 | | (2) if the will is not self-proved as provided by this |
---|
5973 | 5973 | | title, the testator: |
---|
5974 | 5974 | | (A) executed the will with the formalities and |
---|
5975 | 5975 | | solemnities and under the circumstances required by law to make the |
---|
5976 | 5976 | | will valid; and |
---|
5977 | 5977 | | (B) at the time of executing the will, was of |
---|
5978 | 5978 | | sound mind and: |
---|
5979 | 5979 | | (i) was 18 years of age or older; |
---|
5980 | 5980 | | (ii) was or had been married; or |
---|
5981 | 5981 | | (iii) was a member of the armed forces of |
---|
5982 | 5982 | | the United States, an auxiliary of the armed forces of the United |
---|
5983 | 5983 | | States, or the United States Maritime Service. |
---|
5984 | 5984 | | (b) A will that is self-proved as provided by this title is |
---|
5985 | 5985 | | not required to have any additional proof that the will was executed |
---|
5986 | 5986 | | with the formalities and solemnities and under the circumstances |
---|
5987 | 5987 | | required to make the will valid. (Tex. Prob. Code, Secs. 84(a), |
---|
5988 | 5988 | | 88(b).) |
---|
5989 | 5989 | | Sec. 256.153. AUTHORIZED METHODS OF PROVING ATTESTED |
---|
5990 | 5990 | | WRITTEN WILL. (a) An attested written will produced in court that |
---|
5991 | 5991 | | is not self-proved as provided by this title may be proved in the |
---|
5992 | 5992 | | manner provided by this section. |
---|
5993 | 5993 | | (b) A will described by Subsection (a) may be proved by the |
---|
5994 | 5994 | | sworn testimony or affidavit of one or more of the subscribing |
---|
5995 | 5995 | | witnesses to the will taken in open court. |
---|
5996 | 5996 | | (c) If all the witnesses to a will described by Subsection |
---|
5997 | 5997 | | (a) are nonresidents of the county or the witnesses who are |
---|
5998 | 5998 | | residents of the county are unable to attend court, the will may be |
---|
5999 | 5999 | | proved: |
---|
6000 | 6000 | | (1) by the sworn testimony of one or more of the |
---|
6001 | 6001 | | witnesses by written or oral deposition taken in the same manner and |
---|
6002 | 6002 | | under the same rules as depositions are taken in other civil |
---|
6003 | 6003 | | actions; |
---|
6004 | 6004 | | (2) if no opposition in writing to the will is filed on |
---|
6005 | 6005 | | or before the date set for the hearing on the will, by the sworn |
---|
6006 | 6006 | | testimony or affidavit of two witnesses taken in open court, or by |
---|
6007 | 6007 | | deposition as provided by Subdivision (1), to the signature or the |
---|
6008 | 6008 | | handwriting evidenced by the signature of: |
---|
6009 | 6009 | | (A) one or more of the attesting witnesses; or |
---|
6010 | 6010 | | (B) the testator, if the testator signed the |
---|
6011 | 6011 | | will; or |
---|
6012 | 6012 | | (3) if it is shown under oath to the court's |
---|
6013 | 6013 | | satisfaction that, after a diligent search was made, only one |
---|
6014 | 6014 | | witness can be found who can make the required proof, by the sworn |
---|
6015 | 6015 | | testimony or affidavit of that witness taken in open court, or by |
---|
6016 | 6016 | | deposition as provided by Subdivision (1), to a signature, or the |
---|
6017 | 6017 | | handwriting evidenced by a signature, described by Subdivision (2). |
---|
6018 | 6018 | | (d) If none of the witnesses to a will described by |
---|
6019 | 6019 | | Subsection (a) are living, or if each of the witnesses is a member |
---|
6020 | 6020 | | of the armed forces or the armed forces reserves of the United |
---|
6021 | 6021 | | States, an auxiliary of the armed forces or armed forces reserves, |
---|
6022 | 6022 | | or the United States Maritime Service and is beyond the court's |
---|
6023 | 6023 | | jurisdiction, the will may be proved: |
---|
6024 | 6024 | | (1) by two witnesses to the handwriting of one or both |
---|
6025 | 6025 | | of the subscribing witnesses to the will or the testator, if the |
---|
6026 | 6026 | | testator signed the will, by: |
---|
6027 | 6027 | | (A) sworn testimony or affidavit taken in open |
---|
6028 | 6028 | | court; or |
---|
6029 | 6029 | | (B) written or oral deposition taken in the same |
---|
6030 | 6030 | | manner and under the same rules as depositions are taken in other |
---|
6031 | 6031 | | civil actions; or |
---|
6032 | 6032 | | (2) if it is shown under oath to the court's |
---|
6033 | 6033 | | satisfaction that, after a diligent search was made, only one |
---|
6034 | 6034 | | witness can be found who can make the required proof, by the sworn |
---|
6035 | 6035 | | testimony or affidavit of that witness taken in open court, or by |
---|
6036 | 6036 | | deposition as provided by Subdivision (1), to a signature or the |
---|
6037 | 6037 | | handwriting described by Subdivision (1). (Tex. Prob. Code, Sec. |
---|
6038 | 6038 | | 84(b).) |
---|
6039 | 6039 | | Sec. 256.154. AUTHORIZED METHODS OF PROVING HOLOGRAPHIC |
---|
6040 | 6040 | | WILL. A will wholly in the handwriting of the testator that is not |
---|
6041 | 6041 | | self-proved as provided by this title may be proved by two witnesses |
---|
6042 | 6042 | | to the testator's handwriting. The evidence may be by: |
---|
6043 | 6043 | | (1) sworn testimony or affidavit taken in open court; |
---|
6044 | 6044 | | or |
---|
6045 | 6045 | | (2) if the witnesses are nonresidents of the county or |
---|
6046 | 6046 | | are residents who are unable to attend court, written or oral |
---|
6047 | 6047 | | deposition taken in the same manner and under the same rules as |
---|
6048 | 6048 | | depositions are taken in other civil actions. (Tex. Prob. Code, |
---|
6049 | 6049 | | Sec. 84(c).) |
---|
6050 | 6050 | | Sec. 256.155. PROCEDURES FOR DEPOSITIONS WHEN NO CONTEST IS |
---|
6051 | 6051 | | FILED. (a) This section, rather than Sections 256.153(c) and (d) |
---|
6052 | 6052 | | and 256.154 regarding the taking of depositions under the same |
---|
6053 | 6053 | | rules as depositions in other civil actions, applies if no contest |
---|
6054 | 6054 | | has been filed with respect to an application for the probate of a |
---|
6055 | 6055 | | will. |
---|
6056 | 6056 | | (b) Depositions for the purpose of establishing a will may |
---|
6057 | 6057 | | be taken in the manner provided by Section 51.203 for the taking of |
---|
6058 | 6058 | | depositions when there is no opposing party or attorney of record on |
---|
6059 | 6059 | | whom notice and copies of interrogatories may be served. (Tex. |
---|
6060 | 6060 | | Prob. Code, Sec. 84(d).) |
---|
6061 | 6061 | | Sec. 256.156. PROOF OF WRITTEN WILL NOT PRODUCED IN COURT. |
---|
6062 | 6062 | | (a) A written will that cannot be produced in court must be proved |
---|
6063 | 6063 | | in the same manner as provided in Section 256.153 for an attested |
---|
6064 | 6064 | | written will or Section 256.154 for a holographic will, as |
---|
6065 | 6065 | | applicable. The same amount and character of testimony is required |
---|
6066 | 6066 | | to prove the written will not produced in court as is required to |
---|
6067 | 6067 | | prove a written will produced in court. |
---|
6068 | 6068 | | (b) In addition to the proof required by Subsection (a): |
---|
6069 | 6069 | | (1) the cause of the nonproduction of a written will |
---|
6070 | 6070 | | not produced in court must be proved, which must be sufficient to |
---|
6071 | 6071 | | satisfy the court that the will cannot by any reasonable diligence |
---|
6072 | 6072 | | be produced; and |
---|
6073 | 6073 | | (2) the contents of the will must be substantially |
---|
6074 | 6074 | | proved by the testimony of a credible witness who has read the will, |
---|
6075 | 6075 | | has heard the will read, or can identify a copy of the will. (Tex. |
---|
6076 | 6076 | | Prob. Code, Sec. 85.) |
---|
6077 | 6077 | | Sec. 256.157. TESTIMONY REGARDING PROBATE TO BE COMMITTED |
---|
6078 | 6078 | | TO WRITING. (a) Except as provided by Subsection (b), all |
---|
6079 | 6079 | | testimony taken in open court on the hearing of an application to |
---|
6080 | 6080 | | probate a will must be: |
---|
6081 | 6081 | | (1) committed to writing at the time the testimony is |
---|
6082 | 6082 | | taken; |
---|
6083 | 6083 | | (2) subscribed and sworn to in open court by the |
---|
6084 | 6084 | | witness; and |
---|
6085 | 6085 | | (3) filed by the clerk. |
---|
6086 | 6086 | | (b) In a contested case, the court, on the agreement of the |
---|
6087 | 6087 | | parties or, if there is no agreement, on the court's own motion, may |
---|
6088 | 6088 | | waive the requirements of Subsection (a). (Tex. Prob. Code, Sec. |
---|
6089 | 6089 | | 87.) |
---|
6090 | 6090 | | [Sections 256.158-256.200 reserved for expansion] |
---|
6091 | 6091 | | SUBCHAPTER E. ADMISSION OF WILL TO, AND PROCEDURES FOLLOWING, |
---|
6092 | 6092 | | PROBATE |
---|
6093 | 6093 | | Sec. 256.201. ADMISSION OF WILL TO PROBATE. If the court is |
---|
6094 | 6094 | | satisfied on the completion of hearing an application for the |
---|
6095 | 6095 | | probate of a will that the will should be admitted to probate, the |
---|
6096 | 6096 | | court shall enter an order admitting the will to probate. Certified |
---|
6097 | 6097 | | copies of the will and the order admitting the will to probate, or |
---|
6098 | 6098 | | of the record of the will and order, and the record of testimony, |
---|
6099 | 6099 | | may be: |
---|
6100 | 6100 | | (1) recorded in other counties; and |
---|
6101 | 6101 | | (2) used in evidence, as the originals may be used, on |
---|
6102 | 6102 | | the trial of the same matter in any other court when taken to that |
---|
6103 | 6103 | | court by appeal or otherwise. (Tex. Prob. Code, Sec. 89.) |
---|
6104 | 6104 | | Sec. 256.202. CUSTODY OF PROBATED WILL. An original will |
---|
6105 | 6105 | | and the probate of the will shall be deposited in the office of the |
---|
6106 | 6106 | | county clerk of the county in which the will was probated. The will |
---|
6107 | 6107 | | and probate of the will shall remain in that office except during a |
---|
6108 | 6108 | | time the will and the probate of the will are removed for inspection |
---|
6109 | 6109 | | to another place on an order of the court where the will was |
---|
6110 | 6110 | | probated. If that court orders the original will to be removed to |
---|
6111 | 6111 | | another place for inspection: |
---|
6112 | 6112 | | (1) the person removing the will shall give a receipt |
---|
6113 | 6113 | | for the will; and |
---|
6114 | 6114 | | (2) the court clerk shall make and retain a copy of the |
---|
6115 | 6115 | | will. (Tex. Prob. Code, Sec. 90.) |
---|
6116 | 6116 | | Sec. 256.203. ESTABLISHING CONTENTS OF WILL NOT IN COURT'S |
---|
6117 | 6117 | | CUSTODY. If for any reason a written will is not in the court's |
---|
6118 | 6118 | | custody, the court shall find the contents of the will by written |
---|
6119 | 6119 | | order. Certified copies of the contents as established by the order |
---|
6120 | 6120 | | may be: |
---|
6121 | 6121 | | (1) recorded in other counties; and |
---|
6122 | 6122 | | (2) used in evidence, as certified copies of written |
---|
6123 | 6123 | | wills in the custody of the court may be used. (Tex. Prob. Code, |
---|
6124 | 6124 | | Sec. 91.) |
---|
6125 | 6125 | | Sec. 256.204. PERIOD FOR CONTEST. (a) After a will is |
---|
6126 | 6126 | | admitted to probate, an interested person may commence a suit to |
---|
6127 | 6127 | | contest the validity thereof not later than the second anniversary |
---|
6128 | 6128 | | of the date the will was admitted to probate, except that an |
---|
6129 | 6129 | | interested person may commence a suit to cancel a will for forgery |
---|
6130 | 6130 | | or other fraud not later than the second anniversary of the date the |
---|
6131 | 6131 | | forgery or fraud was discovered. |
---|
6132 | 6132 | | (b) Notwithstanding Subsection (a), an incapacitated person |
---|
6133 | 6133 | | may commence the contest under that subsection on or before the |
---|
6134 | 6134 | | second anniversary of the date the person's disabilities are |
---|
6135 | 6135 | | removed. (Tex. Prob. Code, Sec. 93.) |
---|
6136 | 6136 | | CHAPTER 257. PROBATE OF WILL AS MUNIMENT OF TITLE |
---|
6137 | 6137 | | SUBCHAPTER A. AUTHORIZATION |
---|
6138 | 6138 | | Sec. 257.001. PROBATE OF WILL AS MUNIMENT OF TITLE |
---|
6139 | 6139 | | AUTHORIZED |
---|
6140 | 6140 | | [Sections 257.002-257.050 reserved for expansion] |
---|
6141 | 6141 | | SUBCHAPTER B. APPLICATION AND PROOF REQUIREMENTS |
---|
6142 | 6142 | | Sec. 257.051. CONTENTS OF APPLICATION GENERALLY |
---|
6143 | 6143 | | Sec. 257.052. FILING OF WRITTEN WILL WITH APPLICATION |
---|
6144 | 6144 | | GENERALLY REQUIRED |
---|
6145 | 6145 | | Sec. 257.053. ADDITIONAL APPLICATION REQUIREMENTS WHEN |
---|
6146 | 6146 | | NO WRITTEN WILL IS PRODUCED |
---|
6147 | 6147 | | Sec. 257.054. PROOF REQUIRED |
---|
6148 | 6148 | | [Sections 257.055-257.100 reserved for expansion] |
---|
6149 | 6149 | | SUBCHAPTER C. ORDER ADMITTING WILL; REPORT |
---|
6150 | 6150 | | Sec. 257.101. DECLARATORY JUDGMENT CONSTRUING WILL |
---|
6151 | 6151 | | Sec. 257.102. AUTHORITY OF CERTAIN PERSONS ACTING IN |
---|
6152 | 6152 | | ACCORDANCE WITH ORDER |
---|
6153 | 6153 | | Sec. 257.103. REPORT BY APPLICANT AFTER PROBATE |
---|
6154 | 6154 | | CHAPTER 257. PROBATE OF WILL AS MUNIMENT OF TITLE |
---|
6155 | 6155 | | SUBCHAPTER A. AUTHORIZATION |
---|
6156 | 6156 | | Sec. 257.001. PROBATE OF WILL AS MUNIMENT OF TITLE |
---|
6157 | 6157 | | AUTHORIZED. A court may admit a will to probate as a muniment of |
---|
6158 | 6158 | | title if the court is satisfied that the will should be admitted to |
---|
6159 | 6159 | | probate and the court: |
---|
6160 | 6160 | | (1) is satisfied that the testator's estate does not |
---|
6161 | 6161 | | owe an unpaid debt, other than any debt secured by a lien on real |
---|
6162 | 6162 | | estate; or |
---|
6163 | 6163 | | (2) finds for another reason that there is no |
---|
6164 | 6164 | | necessity for administration of the estate. (Tex. Prob. Code, Sec. |
---|
6165 | 6165 | | 89C(a).) |
---|
6166 | 6166 | | [Sections 257.002-257.050 reserved for expansion] |
---|
6167 | 6167 | | SUBCHAPTER B. APPLICATION AND PROOF REQUIREMENTS |
---|
6168 | 6168 | | Sec. 257.051. CONTENTS OF APPLICATION GENERALLY. (a) An |
---|
6169 | 6169 | | application for the probate of a will as a muniment of title must |
---|
6170 | 6170 | | state and aver the following to the extent each is known to the |
---|
6171 | 6171 | | applicant or can, with reasonable diligence, be ascertained by the |
---|
6172 | 6172 | | applicant: |
---|
6173 | 6173 | | (1) each applicant's name and domicile; |
---|
6174 | 6174 | | (2) the testator's name, domicile, and, if known, age, |
---|
6175 | 6175 | | on the date of the testator's death; |
---|
6176 | 6176 | | (3) the fact, time, and place of the testator's death; |
---|
6177 | 6177 | | (4) facts showing that the court with which the |
---|
6178 | 6178 | | application is filed has venue; |
---|
6179 | 6179 | | (5) that the testator owned property, including a |
---|
6180 | 6180 | | statement generally describing the property and the property's |
---|
6181 | 6181 | | probable value; |
---|
6182 | 6182 | | (6) the date of the will; |
---|
6183 | 6183 | | (7) the name and residence of: |
---|
6184 | 6184 | | (A) any executor named in the will; and |
---|
6185 | 6185 | | (B) each subscribing witness to the will, if any; |
---|
6186 | 6186 | | (8) whether one or more children born to or adopted by |
---|
6187 | 6187 | | the testator after the testator executed the will survived the |
---|
6188 | 6188 | | testator and, if so, the name of each of those children; |
---|
6189 | 6189 | | (9) that the testator's estate does not owe an unpaid |
---|
6190 | 6190 | | debt, other than any debt secured by a lien on real estate; |
---|
6191 | 6191 | | (10) whether the testator was ever divorced and, if |
---|
6192 | 6192 | | so, when and from whom; and |
---|
6193 | 6193 | | (11) whether the state, a governmental agency of the |
---|
6194 | 6194 | | state, or a charitable organization is named in the will as a |
---|
6195 | 6195 | | devisee. |
---|
6196 | 6196 | | (b) If an applicant does not state or aver any matter |
---|
6197 | 6197 | | required by Subsection (a) in the application, the application must |
---|
6198 | 6198 | | state the reason the matter is not stated and averred. (Tex. Prob. |
---|
6199 | 6199 | | Code, Sec. 89A(a) (part).) |
---|
6200 | 6200 | | Sec. 257.052. FILING OF WRITTEN WILL WITH APPLICATION |
---|
6201 | 6201 | | GENERALLY REQUIRED. (a) An applicant for the probate of a written |
---|
6202 | 6202 | | will as a muniment of title shall file the will with the application |
---|
6203 | 6203 | | if the will is in the applicant's control. |
---|
6204 | 6204 | | (b) A will filed under Subsection (a) must remain in the |
---|
6205 | 6205 | | custody of the county clerk unless removed from the clerk's custody |
---|
6206 | 6206 | | by court order. (Tex. Prob. Code, Sec. 89A(a) (part).) |
---|
6207 | 6207 | | Sec. 257.053. ADDITIONAL APPLICATION REQUIREMENTS WHEN NO |
---|
6208 | 6208 | | WRITTEN WILL IS PRODUCED. In addition to the requirements for an |
---|
6209 | 6209 | | application under Section 257.051, if an applicant for the probate |
---|
6210 | 6210 | | of a written will as a muniment of title cannot produce the will in |
---|
6211 | 6211 | | court, the application must state: |
---|
6212 | 6212 | | (1) the reason the will cannot be produced; |
---|
6213 | 6213 | | (2) the contents of the will, to the extent known; and |
---|
6214 | 6214 | | (3) the name, age, marital status, and address, if |
---|
6215 | 6215 | | known, and the relationship to the testator, if any, of: |
---|
6216 | 6216 | | (A) each devisee; |
---|
6217 | 6217 | | (B) each person who would inherit as an heir of |
---|
6218 | 6218 | | the testator in the absence of a valid will; and |
---|
6219 | 6219 | | (C) in the case of partial intestacy, each heir |
---|
6220 | 6220 | | of the testator. (Tex. Prob. Code, Sec. 89A(b).) |
---|
6221 | 6221 | | Sec. 257.054. PROOF REQUIRED. An applicant for the probate |
---|
6222 | 6222 | | of a will as a muniment of title must prove to the court's |
---|
6223 | 6223 | | satisfaction that: |
---|
6224 | 6224 | | (1) the testator is dead; |
---|
6225 | 6225 | | (2) four years have not elapsed since the date of the |
---|
6226 | 6226 | | testator's death and before the application; |
---|
6227 | 6227 | | (3) the court has jurisdiction and venue over the |
---|
6228 | 6228 | | estate; |
---|
6229 | 6229 | | (4) citation has been served and returned in the |
---|
6230 | 6230 | | manner and for the period required by this title; |
---|
6231 | 6231 | | (5) the testator's estate does not owe an unpaid debt, |
---|
6232 | 6232 | | other than any debt secured by a lien on real estate; |
---|
6233 | 6233 | | (6) the testator did not revoke the will; and |
---|
6234 | 6234 | | (7) if the will is not self-proved in the manner |
---|
6235 | 6235 | | provided by this title, the testator: |
---|
6236 | 6236 | | (A) executed the will with the formalities and |
---|
6237 | 6237 | | solemnities and under the circumstances required by law to make the |
---|
6238 | 6238 | | will valid; and |
---|
6239 | 6239 | | (B) at the time of executing the will was of sound |
---|
6240 | 6240 | | mind and: |
---|
6241 | 6241 | | (i) was 18 years of age or older; |
---|
6242 | 6242 | | (ii) was or had been married; or |
---|
6243 | 6243 | | (iii) was a member of the armed forces of |
---|
6244 | 6244 | | the United States, an auxiliary of the armed forces of the United |
---|
6245 | 6245 | | States, or the United States Maritime Service. (Tex. Prob. Code, |
---|
6246 | 6246 | | Sec. 89B.) |
---|
6247 | 6247 | | [Sections 257.055-257.100 reserved for expansion] |
---|
6248 | 6248 | | SUBCHAPTER C. ORDER ADMITTING WILL; REPORT |
---|
6249 | 6249 | | Sec. 257.101. DECLARATORY JUDGMENT CONSTRUING WILL. (a) |
---|
6250 | 6250 | | On application and notice as provided by Chapter 37, Civil Practice |
---|
6251 | 6251 | | and Remedies Code, the court may hear evidence and include in an |
---|
6252 | 6252 | | order probating a will as a muniment of title a declaratory |
---|
6253 | 6253 | | judgment: |
---|
6254 | 6254 | | (1) construing the will, if a question of construction |
---|
6255 | 6255 | | of the will exists; or |
---|
6256 | 6256 | | (2) determining those persons who are entitled to |
---|
6257 | 6257 | | receive property under the will and the persons' shares or |
---|
6258 | 6258 | | interests in the estate, if a person who is entitled to property |
---|
6259 | 6259 | | under the provisions of the will cannot be ascertained solely by |
---|
6260 | 6260 | | reference to the will. |
---|
6261 | 6261 | | (b) A declaratory judgment under this section is conclusive |
---|
6262 | 6262 | | in any suit between a person omitted from the judgment and a bona |
---|
6263 | 6263 | | fide purchaser for value who purchased property after entry of the |
---|
6264 | 6264 | | judgment without actual notice of the claim of the omitted person to |
---|
6265 | 6265 | | an interest in the estate. |
---|
6266 | 6266 | | (c) A person who delivered the testator's property to a |
---|
6267 | 6267 | | person declared to be entitled to the property under the |
---|
6268 | 6268 | | declaratory judgment under this section or engaged in any other |
---|
6269 | 6269 | | transaction with the person in good faith after entry of the |
---|
6270 | 6270 | | judgment is not liable to any person for actions taken in reliance |
---|
6271 | 6271 | | on the judgment. (Tex. Prob. Code, Sec. 89C(b).) |
---|
6272 | 6272 | | Sec. 257.102. AUTHORITY OF CERTAIN PERSONS ACTING IN |
---|
6273 | 6273 | | ACCORDANCE WITH ORDER. (a) An order admitting a will to probate as |
---|
6274 | 6274 | | a muniment of title constitutes sufficient legal authority for each |
---|
6275 | 6275 | | person who owes money to the testator's estate, has custody of |
---|
6276 | 6276 | | property, acts as registrar or transfer agent of any evidence of |
---|
6277 | 6277 | | interest, indebtedness, property, or right belonging to the estate, |
---|
6278 | 6278 | | or purchases from or otherwise deals with the estate, to pay or |
---|
6279 | 6279 | | transfer without administration the applicable asset without |
---|
6280 | 6280 | | liability to a person described in the will as entitled to receive |
---|
6281 | 6281 | | the asset. |
---|
6282 | 6282 | | (b) A person who is entitled to property under the |
---|
6283 | 6283 | | provisions of a will admitted to probate as a muniment of title is |
---|
6284 | 6284 | | entitled to deal with and treat the property in the same manner as |
---|
6285 | 6285 | | if the record of title to the property was vested in the person's |
---|
6286 | 6286 | | name. (Tex. Prob. Code, Sec. 89C(c).) |
---|
6287 | 6287 | | Sec. 257.103. REPORT BY APPLICANT AFTER PROBATE. (a) |
---|
6288 | 6288 | | Except as provided by Subsection (b), not later than the 180th day |
---|
6289 | 6289 | | after the date a will is admitted to probate as a muniment of title, |
---|
6290 | 6290 | | the applicant for the probate of the will shall file with the court |
---|
6291 | 6291 | | clerk a sworn affidavit stating specifically the terms of the will |
---|
6292 | 6292 | | that have been fulfilled and the terms that have not been fulfilled. |
---|
6293 | 6293 | | (b) The court may: |
---|
6294 | 6294 | | (1) waive the requirement under Subsection (a); or |
---|
6295 | 6295 | | (2) extend the time for filing the affidavit under |
---|
6296 | 6296 | | Subsection (a). |
---|
6297 | 6297 | | (c) The failure of an applicant for probate of a will to file |
---|
6298 | 6298 | | the affidavit required by Subsection (a) does not affect title to |
---|
6299 | 6299 | | property passing under the terms of the will. (Tex. Prob. Code, |
---|
6300 | 6300 | | Sec. 89C(d).) |
---|
6301 | 6301 | | CHAPTER 258. CITATIONS AND NOTICES RELATING TO PROBATE OF WILL |
---|
6302 | 6302 | | SUBCHAPTER A. CITATIONS WITH RESPECT TO APPLICATIONS FOR PROBATE OF WILL |
---|
6303 | 6303 | | OF WILL |
---|
6304 | 6304 | | Sec. 258.001. CITATION ON APPLICATION FOR PROBATE OF |
---|
6305 | 6305 | | WILL PRODUCED IN COURT |
---|
6306 | 6306 | | Sec. 258.002. CITATION ON APPLICATION FOR PROBATE OF |
---|
6307 | 6307 | | WILL NOT PRODUCED IN COURT |
---|
6308 | 6308 | | Sec. 258.003. COURT ACTION PROHIBITED BEFORE SERVICE |
---|
6309 | 6309 | | OF CITATION |
---|
6310 | 6310 | | [Sections 258.004-258.050 reserved for expansion] |
---|
6311 | 6311 | | SUBCHAPTER B. NOTICES WITH RESPECT TO APPLICATION TO PROBATE WILL AFTER THE PERIOD FOR PROBATE |
---|
6312 | 6312 | | AFTER THE PERIOD FOR PROBATE |
---|
6313 | 6313 | | Sec. 258.051. NOTICE TO HEIRS |
---|
6314 | 6314 | | Sec. 258.052. APPOINTMENT OF ATTORNEY AD LITEM |
---|
6315 | 6315 | | Sec. 258.053. PREVIOUSLY PROBATED WILL |
---|
6316 | 6316 | | [Sections 258.054-258.100 reserved for expansion] |
---|
6317 | 6317 | | SUBCHAPTER C. SERVICE BY PUBLICATION OR OTHER SUBSTITUTED SERVICE |
---|
6318 | 6318 | | Sec. 258.101. SERVICE BY PUBLICATION OR OTHER |
---|
6319 | 6319 | | SUBSTITUTED SERVICE |
---|
6320 | 6320 | | CHAPTER 258. CITATIONS AND NOTICES RELATING TO PROBATE OF WILL |
---|
6321 | 6321 | | SUBCHAPTER A. CITATIONS WITH RESPECT TO APPLICATIONS FOR PROBATE |
---|
6322 | 6322 | | OF WILL |
---|
6323 | 6323 | | Sec. 258.001. CITATION ON APPLICATION FOR PROBATE OF WILL |
---|
6324 | 6324 | | PRODUCED IN COURT. (a) On the filing with the clerk of an |
---|
6325 | 6325 | | application for the probate of a written will produced in court, the |
---|
6326 | 6326 | | clerk shall issue a citation to all parties interested in the |
---|
6327 | 6327 | | estate. |
---|
6328 | 6328 | | (b) The citation required by Subsection (a) shall be served |
---|
6329 | 6329 | | by posting and must state: |
---|
6330 | 6330 | | (1) that the application has been filed; |
---|
6331 | 6331 | | (2) the nature of the application; |
---|
6332 | 6332 | | (3) the testator's name; |
---|
6333 | 6333 | | (4) the applicant's name; |
---|
6334 | 6334 | | (5) the time when the court will act on the |
---|
6335 | 6335 | | application; and |
---|
6336 | 6336 | | (6) that any person interested in the estate may |
---|
6337 | 6337 | | appear at the time stated in the citation to contest the |
---|
6338 | 6338 | | application. (Tex. Prob. Code, Sec. 128(a) (part).) |
---|
6339 | 6339 | | Sec. 258.002. CITATION ON APPLICATION FOR PROBATE OF WILL |
---|
6340 | 6340 | | NOT PRODUCED IN COURT. (a) On the filing of an application for the |
---|
6341 | 6341 | | probate of a written will that cannot be produced in court, the |
---|
6342 | 6342 | | clerk shall issue a citation to all parties interested in the |
---|
6343 | 6343 | | estate. The citation must: |
---|
6344 | 6344 | | (1) contain substantially the statements made in the |
---|
6345 | 6345 | | application for probate; |
---|
6346 | 6346 | | (2) identify the court that will act on the |
---|
6347 | 6347 | | application; and |
---|
6348 | 6348 | | (3) state the time and place of the court's action on |
---|
6349 | 6349 | | the application. |
---|
6350 | 6350 | | (b) The citation required by Subsection (a) shall be served |
---|
6351 | 6351 | | on the testator's heirs by personal service if the heirs are |
---|
6352 | 6352 | | residents of this state and their addresses are known. |
---|
6353 | 6353 | | (c) Service of the citation required by Subsection (a) may |
---|
6354 | 6354 | | be made by publication if: |
---|
6355 | 6355 | | (1) the heirs are not residents of this state; |
---|
6356 | 6356 | | (2) the names or addresses of the heirs are unknown; or |
---|
6357 | 6357 | | (3) the heirs are transient persons. (Tex. Prob. |
---|
6358 | 6358 | | Code, Sec. 128(b).) |
---|
6359 | 6359 | | Sec. 258.003. COURT ACTION PROHIBITED BEFORE SERVICE OF |
---|
6360 | 6360 | | CITATION. A court may not act on an application for the probate of a |
---|
6361 | 6361 | | will until service of citation has been made in the manner provided |
---|
6362 | 6362 | | by this subchapter. (Tex. Prob. Code, Sec. 128(c) (part).) |
---|
6363 | 6363 | | [Sections 258.004-258.050 reserved for expansion] |
---|
6364 | 6364 | | SUBCHAPTER B. NOTICES WITH RESPECT TO APPLICATION TO PROBATE WILL |
---|
6365 | 6365 | | AFTER THE PERIOD FOR PROBATE |
---|
6366 | 6366 | | Sec. 258.051. NOTICE TO HEIRS. (a) Except as provided by |
---|
6367 | 6367 | | Subsection (c), an applicant for the probate of a will under Section |
---|
6368 | 6368 | | 256.003(a) must give notice by service of process to each of the |
---|
6369 | 6369 | | testator's heirs whose address can be ascertained by the applicant |
---|
6370 | 6370 | | with reasonable diligence. |
---|
6371 | 6371 | | (b) The notice required by Subsection (a) must: |
---|
6372 | 6372 | | (1) contain a statement that: |
---|
6373 | 6373 | | (A) the testator's property will pass to the |
---|
6374 | 6374 | | testator's heirs if the will is not admitted to probate; and |
---|
6375 | 6375 | | (B) the person offering the testator's will for |
---|
6376 | 6376 | | probate may not be in default for failing to present the will for |
---|
6377 | 6377 | | probate during the four-year period immediately following the |
---|
6378 | 6378 | | testator's death; and |
---|
6379 | 6379 | | (2) be given before the probate of the testator's will. |
---|
6380 | 6380 | | (c) Notice otherwise required by Subsection (a) is not |
---|
6381 | 6381 | | required to be given to an heir who has delivered to the court an |
---|
6382 | 6382 | | affidavit signed by the heir that: |
---|
6383 | 6383 | | (1) contains the statement described by Subsection |
---|
6384 | 6384 | | (b)(1); and |
---|
6385 | 6385 | | (2) states that the heir does not object to the offer |
---|
6386 | 6386 | | of the testator's will for probate. (Tex. Prob. Code, Secs. |
---|
6387 | 6387 | | 128B(a), (b), (c).) |
---|
6388 | 6388 | | Sec. 258.052. APPOINTMENT OF ATTORNEY AD LITEM. If an |
---|
6389 | 6389 | | applicant described by Section 258.051(a) cannot, with reasonable |
---|
6390 | 6390 | | diligence, ascertain the address of any of the testator's heirs, |
---|
6391 | 6391 | | the court shall appoint an attorney ad litem to protect the |
---|
6392 | 6392 | | interests of the testator's unknown heirs after an application for |
---|
6393 | 6393 | | the probate of a will is made under Section 256.003(a). (Tex. Prob. |
---|
6394 | 6394 | | Code, Sec. 128B(d).) |
---|
6395 | 6395 | | Sec. 258.053. PREVIOUSLY PROBATED WILL. With respect to an |
---|
6396 | 6396 | | application under Section 256.003(a) for the probate of a will of a |
---|
6397 | 6397 | | testator who has had another will admitted to probate, this |
---|
6398 | 6398 | | subchapter applies so as to require notice to the beneficiaries of |
---|
6399 | 6399 | | the testator's probated will instead of to the testator's heirs. |
---|
6400 | 6400 | | (Tex. Prob. Code, Sec. 128B(e).) |
---|
6401 | 6401 | | [Sections 258.054-258.100 reserved for expansion] |
---|
6402 | 6402 | | SUBCHAPTER C. SERVICE BY PUBLICATION OR OTHER SUBSTITUTED SERVICE |
---|
6403 | 6403 | | Sec. 258.101. SERVICE BY PUBLICATION OR OTHER SUBSTITUTED |
---|
6404 | 6404 | | SERVICE. Notwithstanding any other provision of this chapter, if |
---|
6405 | 6405 | | an attempt to make service under this chapter is unsuccessful, |
---|
6406 | 6406 | | service may be made in the manner provided by Rule 109 or 109a, |
---|
6407 | 6407 | | Texas Rules of Civil Procedure, for the service of a citation on a |
---|
6408 | 6408 | | party by publication or other substituted service. (Tex. Prob. |
---|
6409 | 6409 | | Code, Sec. 129A.) |
---|
6410 | 6410 | | [Chapters 259-300 reserved for expansion] |
---|
6411 | 6411 | | SUBTITLE G. INITIAL APPOINTMENT OF PERSONAL REPRESENTATIVE AND |
---|
6412 | 6412 | | OPENING OF ADMINISTRATION |
---|
6413 | 6413 | | CHAPTER 301. APPLICATION FOR LETTERS TESTAMENTARY OR OF ADMINISTRATION |
---|
6414 | 6414 | | ADMINISTRATION |
---|
6415 | 6415 | | SUBCHAPTER A. PERIOD FOR APPLICATION FOR LETTERS |
---|
6416 | 6416 | | Sec. 301.001. ADMINISTRATION BEFORE DEATH VOID |
---|
6417 | 6417 | | Sec. 301.002. PERIOD FOR FILING APPLICATION FOR |
---|
6418 | 6418 | | ADMINISTRATION |
---|
6419 | 6419 | | [Sections 301.003-301.050 reserved for expansion] |
---|
6420 | 6420 | | SUBCHAPTER B. APPLICATION REQUIREMENTS |
---|
6421 | 6421 | | Sec. 301.051. ELIGIBLE APPLICANTS FOR LETTERS |
---|
6422 | 6422 | | Sec. 301.052. CONTENTS OF APPLICATION FOR LETTERS OF |
---|
6423 | 6423 | | ADMINISTRATION |
---|
6424 | 6424 | | [Sections 301.053-301.100 reserved for expansion] |
---|
6425 | 6425 | | SUBCHAPTER C. OPPOSITION TO CERTAIN APPLICATIONS |
---|
6426 | 6426 | | Sec. 301.101. OPPOSITION TO APPLICATION FOR LETTERS OF |
---|
6427 | 6427 | | ADMINISTRATION |
---|
6428 | 6428 | | [Sections 301.102-301.150 reserved for expansion] |
---|
6429 | 6429 | | SUBCHAPTER D. REQUIRED PROOF FOR ISSUANCE OF LETTERS |
---|
6430 | 6430 | | Sec. 301.151. GENERAL PROOF REQUIREMENTS |
---|
6431 | 6431 | | Sec. 301.152. ADDITIONAL PROOF REQUIRED FOR LETTERS |
---|
6432 | 6432 | | TESTAMENTARY |
---|
6433 | 6433 | | Sec. 301.153. ADDITIONAL PROOF REQUIRED FOR LETTERS OF |
---|
6434 | 6434 | | NECESSITY FOR ADMINISTRATION EXISTS |
---|
6435 | 6435 | | Sec. 301.154. PROOF REQUIRED WHEN LETTERS HAVE |
---|
6436 | 6436 | | PREVIOUSLY BEEN GRANTED |
---|
6437 | 6437 | | [Sections 301.155-301.200 reserved for expansion] |
---|
6438 | 6438 | | SUBCHAPTER E. PREVENTION OF ADMINISTRATION |
---|
6439 | 6439 | | Sec. 301.201. METHOD OF PREVENTING ADMINISTRATION |
---|
6440 | 6440 | | REQUESTED BY CREDITOR |
---|
6441 | 6441 | | Sec. 301.202. SUIT ON BOND |
---|
6442 | 6442 | | Sec. 301.203. BOND SECURED BY LIEN |
---|
6443 | 6443 | | CHAPTER 301. APPLICATION FOR LETTERS TESTAMENTARY OR OF |
---|
6444 | 6444 | | ADMINISTRATION |
---|
6445 | 6445 | | SUBCHAPTER A. PERIOD FOR APPLICATION FOR LETTERS |
---|
6446 | 6446 | | Sec. 301.001. ADMINISTRATION BEFORE DEATH VOID. The |
---|
6447 | 6447 | | administration of an estate of a living person is void. (Tex. Prob. |
---|
6448 | 6448 | | Code, Sec. 72(a) (part).) |
---|
6449 | 6449 | | Sec. 301.002. PERIOD FOR FILING APPLICATION FOR LETTERS |
---|
6450 | 6450 | | TESTAMENTARY OR OF ADMINISTRATION. (a) Except as provided by |
---|
6451 | 6451 | | Subsection (b), an application for the grant of letters |
---|
6452 | 6452 | | testamentary or of administration of an estate must be filed not |
---|
6453 | 6453 | | later than the fourth anniversary of the decedent's death. |
---|
6454 | 6454 | | (b) This section does not apply if administration is |
---|
6455 | 6455 | | necessary to receive or recover property due a decedent's estate. |
---|
6456 | 6456 | | (Tex. Prob. Code, Sec. 74.) |
---|
6457 | 6457 | | [Sections 301.003-301.050 reserved for expansion] |
---|
6458 | 6458 | | SUBCHAPTER B. APPLICATION REQUIREMENTS |
---|
6459 | 6459 | | Sec. 301.051. ELIGIBLE APPLICANTS FOR LETTERS. An executor |
---|
6460 | 6460 | | named in a will or an interested person may file an application with |
---|
6461 | 6461 | | the court for: |
---|
6462 | 6462 | | (1) the appointment of the executor named in the will; |
---|
6463 | 6463 | | or |
---|
6464 | 6464 | | (2) the appointment of an administrator, if: |
---|
6465 | 6465 | | (A) there is a will, but: |
---|
6466 | 6466 | | (i) no executor is named in the will; or |
---|
6467 | 6467 | | (ii) the executor named in the will is |
---|
6468 | 6468 | | disqualified, refuses to serve, is dead, or resigns; or |
---|
6469 | 6469 | | (B) there is no will. (Tex. Prob. Code, Sec. 76 |
---|
6470 | 6470 | | (part).) |
---|
6471 | 6471 | | Sec. 301.052. CONTENTS OF APPLICATION FOR LETTERS OF |
---|
6472 | 6472 | | ADMINISTRATION. An application for letters of administration when |
---|
6473 | 6473 | | no will is alleged to exist must state: |
---|
6474 | 6474 | | (1) the applicant's name, domicile, and, if any, |
---|
6475 | 6475 | | relationship to the decedent; |
---|
6476 | 6476 | | (2) the decedent's name and that the decedent died |
---|
6477 | 6477 | | intestate; |
---|
6478 | 6478 | | (3) the fact, time, and place of the decedent's death; |
---|
6479 | 6479 | | (4) facts necessary to show that the court with which |
---|
6480 | 6480 | | the application is filed has venue; |
---|
6481 | 6481 | | (5) whether the decedent owned property and, if so, |
---|
6482 | 6482 | | include a statement of the property's probable value; |
---|
6483 | 6483 | | (6) the name, age, marital status, and address, if |
---|
6484 | 6484 | | known, and the relationship to the decedent of each of the |
---|
6485 | 6485 | | decedent's heirs; |
---|
6486 | 6486 | | (7) if known by the applicant at the time the applicant |
---|
6487 | 6487 | | files the application, whether one or more children were born to or |
---|
6488 | 6488 | | adopted by the decedent and, if so, the name, birth date, and place |
---|
6489 | 6489 | | of birth of each child; |
---|
6490 | 6490 | | (8) if known by the applicant at the time the applicant |
---|
6491 | 6491 | | files the application, whether the decedent was ever divorced and, |
---|
6492 | 6492 | | if so, when and from whom; |
---|
6493 | 6493 | | (9) that a necessity exists for administration of the |
---|
6494 | 6494 | | decedent's estate and an allegation of the facts that show that |
---|
6495 | 6495 | | necessity; and |
---|
6496 | 6496 | | (10) that the applicant is not disqualified by law |
---|
6497 | 6497 | | from acting as administrator. (Tex. Prob. Code, Sec. 82.) |
---|
6498 | 6498 | | [Sections 301.053-301.100 reserved for expansion] |
---|
6499 | 6499 | | SUBCHAPTER C. OPPOSITION TO CERTAIN APPLICATIONS |
---|
6500 | 6500 | | Sec. 301.101. OPPOSITION TO APPLICATION FOR LETTERS OF |
---|
6501 | 6501 | | ADMINISTRATION. An interested person may, at any time before an |
---|
6502 | 6502 | | application for letters of administration is granted, file an |
---|
6503 | 6503 | | opposition to the application in writing and may apply for the grant |
---|
6504 | 6504 | | of letters to the interested person or any other person. On the |
---|
6505 | 6505 | | trial, the court, considering the applicable provisions of this |
---|
6506 | 6506 | | code, shall grant letters to the person that seems best entitled to |
---|
6507 | 6507 | | the letters without notice other than the notice given on the |
---|
6508 | 6508 | | original application. (Tex. Prob. Code, Sec. 179.) |
---|
6509 | 6509 | | [Sections 301.102-301.150 reserved for expansion] |
---|
6510 | 6510 | | SUBCHAPTER D. REQUIRED PROOF FOR ISSUANCE OF LETTERS |
---|
6511 | 6511 | | Sec. 301.151. GENERAL PROOF REQUIREMENTS. An applicant for |
---|
6512 | 6512 | | the issuance of letters testamentary or of administration of an |
---|
6513 | 6513 | | estate must prove to the court's satisfaction that: |
---|
6514 | 6514 | | (1) the person whose estate is the subject of the |
---|
6515 | 6515 | | application is dead; |
---|
6516 | 6516 | | (2) four years have not elapsed since the date of the |
---|
6517 | 6517 | | decedent's death and before the application; |
---|
6518 | 6518 | | (3) the court has jurisdiction and venue over the |
---|
6519 | 6519 | | estate; |
---|
6520 | 6520 | | (4) citation has been served and returned in the |
---|
6521 | 6521 | | manner and for the period required by this title; and |
---|
6522 | 6522 | | (5) the person for whom letters testamentary or of |
---|
6523 | 6523 | | administration are sought is entitled by law to the letters and is |
---|
6524 | 6524 | | not disqualified. (Tex. Prob. Code, Sec. 88(a) (part).) |
---|
6525 | 6525 | | Sec. 301.152. ADDITIONAL PROOF REQUIRED FOR LETTERS |
---|
6526 | 6526 | | TESTAMENTARY. If letters testamentary are to be granted, it must |
---|
6527 | 6527 | | appear to the court that: |
---|
6528 | 6528 | | (1) the proof required for the probate of the will has |
---|
6529 | 6529 | | been made; and |
---|
6530 | 6530 | | (2) the person to whom the letters are to be granted is |
---|
6531 | 6531 | | named as executor in the will. (Tex. Prob. Code, Sec. 88(c).) |
---|
6532 | 6532 | | Sec. 301.153. ADDITIONAL PROOF REQUIRED FOR LETTERS OF |
---|
6533 | 6533 | | ADMINISTRATION; EFFECT OF FINDING NO NECESSITY FOR ADMINISTRATION |
---|
6534 | 6534 | | EXISTS. (a) If letters of administration are to be granted, the |
---|
6535 | 6535 | | applicant for the letters must prove to the court's satisfaction |
---|
6536 | 6536 | | that a necessity for an administration of the estate exists. |
---|
6537 | 6537 | | (b) If an application is filed for letters of administration |
---|
6538 | 6538 | | but the court finds that no necessity for an administration of the |
---|
6539 | 6539 | | estate exists, the court shall recite in the court's order refusing |
---|
6540 | 6540 | | the application that no necessity for an administration exists. |
---|
6541 | 6541 | | (c) A court order containing a recital that no necessity for |
---|
6542 | 6542 | | an administration of the estate exists constitutes sufficient legal |
---|
6543 | 6543 | | authority for each person who owes money, has custody of property, |
---|
6544 | 6544 | | or acts as registrar or transfer agent of any evidence of interest, |
---|
6545 | 6545 | | indebtedness, property, or right belonging to the estate, and to |
---|
6546 | 6546 | | each person purchasing or otherwise dealing with the estate, for |
---|
6547 | 6547 | | payment or transfer to the distributees. |
---|
6548 | 6548 | | (d) A distributee is entitled to enforce by suit the |
---|
6549 | 6549 | | distributee's right to payment or transfer described by Subsection |
---|
6550 | 6550 | | (c). (Tex. Prob. Code, Secs. 88(d), 180.) |
---|
6551 | 6551 | | Sec. 301.154. PROOF REQUIRED WHEN LETTERS HAVE PREVIOUSLY |
---|
6552 | 6552 | | BEEN GRANTED. If letters testamentary or of administration have |
---|
6553 | 6553 | | previously been granted with respect to an estate, an applicant for |
---|
6554 | 6554 | | the granting of subsequent letters must show only that the person |
---|
6555 | 6555 | | for whom the letters are sought is entitled by law to the letters |
---|
6556 | 6556 | | and is not disqualified. (Tex. Prob. Code, Sec. 88(e).) |
---|
6557 | 6557 | | [Sections 301.155-301.200 reserved for expansion] |
---|
6558 | 6558 | | SUBCHAPTER E. PREVENTION OF ADMINISTRATION |
---|
6559 | 6559 | | Sec. 301.201. METHOD OF PREVENTING ADMINISTRATION |
---|
6560 | 6560 | | REQUESTED BY CREDITOR. (a) If a creditor files an application for |
---|
6561 | 6561 | | letters of administration of an estate, another interested person |
---|
6562 | 6562 | | who does not desire the administration can defeat the application |
---|
6563 | 6563 | | by: |
---|
6564 | 6564 | | (1) paying the creditor's claim; |
---|
6565 | 6565 | | (2) proving to the court's satisfaction that the |
---|
6566 | 6566 | | creditor's claim is fictitious, fraudulent, illegal, or barred by |
---|
6567 | 6567 | | limitation; or |
---|
6568 | 6568 | | (3) executing a bond that is: |
---|
6569 | 6569 | | (A) payable to, and to be approved by, the judge |
---|
6570 | 6570 | | in an amount that is twice the amount of the creditor's claim; and |
---|
6571 | 6571 | | (B) conditioned on the obligors paying the claim |
---|
6572 | 6572 | | on the establishment of the claim by suit in any court in the county |
---|
6573 | 6573 | | having jurisdiction of the amount. |
---|
6574 | 6574 | | (b) A bond executed and approved under Subsection (a)(3) |
---|
6575 | 6575 | | must be filed with the county clerk. (Tex. Prob. Code, Secs. 80(a), |
---|
6576 | 6576 | | (b) (part).) |
---|
6577 | 6577 | | Sec. 301.202. SUIT ON BOND. Any creditor for whose |
---|
6578 | 6578 | | protection a bond is executed under Section 301.201(a)(3) may sue |
---|
6579 | 6579 | | on the bond in the creditor's own name to recover the creditor's |
---|
6580 | 6580 | | claim. (Tex. Prob. Code, Sec. 80(b) (part).) |
---|
6581 | 6581 | | Sec. 301.203. BOND SECURED BY LIEN. If a bond is executed |
---|
6582 | 6582 | | and approved under Section 301.201(a)(3), a lien exists on all of |
---|
6583 | 6583 | | the estate in the possession of the distributees, and those |
---|
6584 | 6584 | | claiming under the distributees with notice of the lien, to secure |
---|
6585 | 6585 | | the ultimate payment of the bond. (Tex. Prob. Code, Sec. 80(c).) |
---|
6586 | 6586 | | [Chapter 302 reserved for expansion] |
---|
6587 | 6587 | | CHAPTER 303. CITATIONS AND NOTICES IN GENERAL ON OPENING OF ADMINISTRATION |
---|
6588 | 6588 | | ADMINISTRATION |
---|
6589 | 6589 | | Sec. 303.001. CITATION ON APPLICATION FOR ISSUANCE OF |
---|
6590 | 6590 | | LETTERS OF ADMINISTRATION |
---|
6591 | 6591 | | Sec. 303.002. COURT ACTION PROHIBITED BEFORE SERVICE |
---|
6592 | 6592 | | OF CITATION |
---|
6593 | 6593 | | Sec. 303.003. SERVICE BY PUBLICATION OR OTHER |
---|
6594 | 6594 | | SUBSTITUTED SERVICE |
---|
6595 | 6595 | | CHAPTER 303. CITATIONS AND NOTICES IN GENERAL ON OPENING OF |
---|
6596 | 6596 | | ADMINISTRATION |
---|
6597 | 6597 | | Sec. 303.001. CITATION ON APPLICATION FOR ISSUANCE OF |
---|
6598 | 6598 | | LETTERS OF ADMINISTRATION. (a) On the filing with the clerk of an |
---|
6599 | 6599 | | application for letters of administration, the clerk shall issue a |
---|
6600 | 6600 | | citation to all parties interested in the estate. |
---|
6601 | 6601 | | (b) The citation required by Subsection (a) shall be served |
---|
6602 | 6602 | | by posting and must state: |
---|
6603 | 6603 | | (1) that the application has been filed; |
---|
6604 | 6604 | | (2) the nature of the application; |
---|
6605 | 6605 | | (3) the decedent's name; |
---|
6606 | 6606 | | (4) the applicant's name; |
---|
6607 | 6607 | | (5) the time when the court will act on the |
---|
6608 | 6608 | | application; and |
---|
6609 | 6609 | | (6) that any person interested in the estate may |
---|
6610 | 6610 | | appear at the time stated in the citation to contest the |
---|
6611 | 6611 | | application. (Tex. Prob. Code, Sec. 128(a) (part).) |
---|
6612 | 6612 | | Sec. 303.002. COURT ACTION PROHIBITED BEFORE SERVICE OF |
---|
6613 | 6613 | | CITATION. A court may not act on an application for the issuance of |
---|
6614 | 6614 | | letters of administration until service of citation has been made |
---|
6615 | 6615 | | in the manner provided by this chapter. (Tex. Prob. Code, Sec. |
---|
6616 | 6616 | | 128(c) (part).) |
---|
6617 | 6617 | | Sec. 303.003. SERVICE BY PUBLICATION OR OTHER SUBSTITUTED |
---|
6618 | 6618 | | SERVICE. Notwithstanding any other provision of this chapter, if |
---|
6619 | 6619 | | an attempt to make service under this chapter is unsuccessful, |
---|
6620 | 6620 | | service may be made in the manner provided by Rule 109 or 109a, |
---|
6621 | 6621 | | Texas Rules of Civil Procedure, for the service of a citation on a |
---|
6622 | 6622 | | party by publication or other substituted service. (Tex. Prob. |
---|
6623 | 6623 | | Code, Sec. 129A.) |
---|
6624 | 6624 | | CHAPTER 304. PERSONS WHO MAY SERVE AS PERSONAL REPRESENTATIVES |
---|
6625 | 6625 | | Sec. 304.001. ORDER OF PERSONS QUALIFIED TO SERVE AS |
---|
6626 | 6626 | | PERSONAL REPRESENTATIVE |
---|
6627 | 6627 | | Sec. 304.002. RENOUNCING RIGHT TO SERVE AS PERSONAL |
---|
6628 | 6628 | | REPRESENTATIVE |
---|
6629 | 6629 | | Sec. 304.003. PERSONS DISQUALIFIED TO SERVE AS |
---|
6630 | 6630 | | EXECUTOR OR ADMINISTRATOR |
---|
6631 | 6631 | | CHAPTER 304. PERSONS WHO MAY SERVE AS PERSONAL REPRESENTATIVES |
---|
6632 | 6632 | | Sec. 304.001. ORDER OF PERSONS QUALIFIED TO SERVE AS |
---|
6633 | 6633 | | PERSONAL REPRESENTATIVE. (a) The court shall grant letters |
---|
6634 | 6634 | | testamentary or of administration to persons qualified to act, in |
---|
6635 | 6635 | | the following order: |
---|
6636 | 6636 | | (1) the person named as executor in the decedent's |
---|
6637 | 6637 | | will; |
---|
6638 | 6638 | | (2) the decedent's surviving spouse; |
---|
6639 | 6639 | | (3) the principal devisee of the decedent; |
---|
6640 | 6640 | | (4) any devisee of the decedent; |
---|
6641 | 6641 | | (5) the next of kin of the decedent; |
---|
6642 | 6642 | | (6) a creditor of the decedent; |
---|
6643 | 6643 | | (7) any person of good character residing in the |
---|
6644 | 6644 | | county who applies for the letters; and |
---|
6645 | 6645 | | (8) any other person who is not disqualified under |
---|
6646 | 6646 | | Section 304.003. |
---|
6647 | 6647 | | (b) For purposes of Subsection (a)(5), the decedent's next |
---|
6648 | 6648 | | of kin: |
---|
6649 | 6649 | | (1) is determined in accordance with order of descent, |
---|
6650 | 6650 | | with the person nearest in order of descent first, and so on; and |
---|
6651 | 6651 | | (2) includes a person and the person's descendants who |
---|
6652 | 6652 | | legally adopted the decedent or who have been legally adopted by the |
---|
6653 | 6653 | | decedent. |
---|
6654 | 6654 | | (c) If applicants for letters testamentary or of |
---|
6655 | 6655 | | administration are equally entitled to the letters, the court: |
---|
6656 | 6656 | | (1) shall grant the letters to the applicant who, in |
---|
6657 | 6657 | | the judgment of the court, is most likely to administer the estate |
---|
6658 | 6658 | | advantageously; or |
---|
6659 | 6659 | | (2) may grant the letters to two or more of those |
---|
6660 | 6660 | | applicants. (Tex. Prob. Code, Sec. 77.) |
---|
6661 | 6661 | | Sec. 304.002. RENOUNCING RIGHT TO SERVE AS PERSONAL |
---|
6662 | 6662 | | REPRESENTATIVE. A decedent's surviving spouse, or, if there is no |
---|
6663 | 6663 | | surviving spouse, the heirs or any one of the heirs of the decedent |
---|
6664 | 6664 | | to the exclusion of any person not equally entitled to letters |
---|
6665 | 6665 | | testamentary or of administration, may renounce the right to the |
---|
6666 | 6666 | | letters in favor of another qualified person in open court or by a |
---|
6667 | 6667 | | power of attorney authenticated and filed with the county clerk of |
---|
6668 | 6668 | | the county where the application for the letters is filed. After |
---|
6669 | 6669 | | the right to the letters has been renounced, the court may grant the |
---|
6670 | 6670 | | letters to the other qualified person. (Tex. Prob. Code, Sec. 79.) |
---|
6671 | 6671 | | Sec. 304.003. PERSONS DISQUALIFIED TO SERVE AS EXECUTOR OR |
---|
6672 | 6672 | | ADMINISTRATOR. A person is not qualified to serve as an executor or |
---|
6673 | 6673 | | administrator if the person is: |
---|
6674 | 6674 | | (1) incapacitated; |
---|
6675 | 6675 | | (2) a felon convicted under the laws of the United |
---|
6676 | 6676 | | States or of any state of the United States unless, in accordance |
---|
6677 | 6677 | | with law, the person has been pardoned or has had the person's civil |
---|
6678 | 6678 | | rights restored; |
---|
6679 | 6679 | | (3) a nonresident of this state who: |
---|
6680 | 6680 | | (A) is a natural person or corporation; and |
---|
6681 | 6681 | | (B) has not: |
---|
6682 | 6682 | | (i) appointed a resident agent to accept |
---|
6683 | 6683 | | service of process in all actions or proceedings with respect to the |
---|
6684 | 6684 | | estate; or |
---|
6685 | 6685 | | (ii) had that appointment filed with the |
---|
6686 | 6686 | | court; |
---|
6687 | 6687 | | (4) a corporation not authorized to act as a fiduciary |
---|
6688 | 6688 | | in this state; or |
---|
6689 | 6689 | | (5) a person whom the court finds unsuitable. (Tex. |
---|
6690 | 6690 | | Prob. Code, Sec. 78.) |
---|
6691 | 6691 | | CHAPTER 305. QUALIFICATION OF PERSONAL REPRESENTATIVES |
---|
6692 | 6692 | | SUBCHAPTER A. GENERAL PROVISIONS |
---|
6693 | 6693 | | Sec. 305.001. DEFINITIONS |
---|
6694 | 6694 | | Sec. 305.002. MANNER OF QUALIFICATION OF PERSONAL |
---|
6695 | 6695 | | REPRESENTATIVE |
---|
6696 | 6696 | | Sec. 305.003. PERIOD FOR TAKING OATH AND GIVING BOND |
---|
6697 | 6697 | | [Sections 305.004-305.050 reserved for expansion] |
---|
6698 | 6698 | | SUBCHAPTER B. OATHS |
---|
6699 | 6699 | | Sec. 305.051. OATH OF EXECUTOR OR ADMINISTRATOR WITH |
---|
6700 | 6700 | | WILL ANNEXED |
---|
6701 | 6701 | | Sec. 305.052. OATH OF ADMINISTRATOR |
---|
6702 | 6702 | | Sec. 305.053. OATH OF TEMPORARY ADMINISTRATOR |
---|
6703 | 6703 | | Sec. 305.054. ADMINISTRATION OF OATH |
---|
6704 | 6704 | | Sec. 305.055. FILING AND RECORDING OF OATH |
---|
6705 | 6705 | | [Sections 305.056-305.100 reserved for expansion] |
---|
6706 | 6706 | | SUBCHAPTER C. GENERAL PROVISIONS RELATING TO BONDS |
---|
6707 | 6707 | | Sec. 305.101. BOND GENERALLY REQUIRED; EXCEPTIONS |
---|
6708 | 6708 | | Sec. 305.102. BOND REQUIRED FROM EXECUTOR OTHERWISE |
---|
6709 | 6709 | | EXEMPT |
---|
6710 | 6710 | | Sec. 305.103. BONDS OF JOINT PERSONAL REPRESENTATIVES |
---|
6711 | 6711 | | Sec. 305.104. BOND OF MARRIED PERSON |
---|
6712 | 6712 | | Sec. 305.105. BOND OF MARRIED PERSON UNDER 18 YEARS OF |
---|
6713 | 6713 | | AGE |
---|
6714 | 6714 | | Sec. 305.106. GENERAL FORMALITIES |
---|
6715 | 6715 | | Sec. 305.107. SUBSCRIPTION OF BOND BY PRINCIPALS AND |
---|
6716 | 6716 | | SURETIES |
---|
6717 | 6717 | | Sec. 305.108. FORM OF BOND |
---|
6718 | 6718 | | Sec. 305.109. FILING OF BOND |
---|
6719 | 6719 | | Sec. 305.110. FAILURE TO GIVE BOND |
---|
6720 | 6720 | | Sec. 305.111. BOND NOT VOID ON FIRST RECOVERY |
---|
6721 | 6721 | | [Sections 305.112-305.150 reserved for expansion] |
---|
6722 | 6722 | | SUBCHAPTER D. AMOUNT OF BOND AND ASSOCIATED DEPOSITS |
---|
6723 | 6723 | | Sec. 305.151. GENERAL STANDARD REGARDING AMOUNT OF |
---|
6724 | 6724 | | BOND |
---|
6725 | 6725 | | Sec. 305.152. EVIDENTIARY HEARING ON AMOUNT OF BOND |
---|
6726 | 6726 | | Sec. 305.153. SPECIFIC BOND AMOUNT |
---|
6727 | 6727 | | Sec. 305.154. AGREEMENT REGARDING DEPOSIT OF ESTATE |
---|
6728 | 6728 | | ASSETS |
---|
6729 | 6729 | | Sec. 305.155. DEPOSIT OF ESTATE ASSETS ON TERMS |
---|
6730 | 6730 | | PRESCRIBED BY COURT |
---|
6731 | 6731 | | Sec. 305.156. DEPOSITS OF PERSONAL REPRESENTATIVE |
---|
6732 | 6732 | | Sec. 305.157. RECEIPT FOR DEPOSITS OF PERSONAL |
---|
6733 | 6733 | | REPRESENTATIVE |
---|
6734 | 6734 | | Sec. 305.158. BOND REQUIRED INSTEAD OF DEPOSITS BY |
---|
6735 | 6735 | | PERSONAL REPRESENTATIVE |
---|
6736 | 6736 | | Sec. 305.159. WITHDRAWAL OF DEPOSITS ON CLOSING OF |
---|
6737 | 6737 | | ADMINISTRATION |
---|
6738 | 6738 | | Sec. 305.160. INCREASED OR ADDITIONAL BONDS IN CERTAIN |
---|
6739 | 6739 | | CIRCUMSTANCES |
---|
6740 | 6740 | | [Sections 305.161-305.200 reserved for expansion] |
---|
6741 | 6741 | | SUBCHAPTER E. BOND SURETIES |
---|
6742 | 6742 | | Sec. 305.201. PERSONAL OR AUTHORIZED CORPORATE |
---|
6743 | 6743 | | SURETIES |
---|
6744 | 6744 | | Sec. 305.202. SURETIES FOR CERTAIN BONDS |
---|
6745 | 6745 | | Sec. 305.203. AFFIDAVIT OF PERSONAL SURETY |
---|
6746 | 6746 | | Sec. 305.204. LIEN ON REAL PROPERTY OWNED BY PERSONAL |
---|
6747 | 6747 | | SURETIES |
---|
6748 | 6748 | | Sec. 305.205. SUBORDINATION OF LIEN ON REAL PROPERTY |
---|
6749 | 6749 | | OWNED BY PERSONAL SURETIES |
---|
6750 | 6750 | | Sec. 305.206. RELEASE OF LIEN ON REAL PROPERTY OWNED |
---|
6751 | 6751 | | BY PERSONAL SURETIES |
---|
6752 | 6752 | | Sec. 305.207. DEPOSITS BY PERSONAL SURETY |
---|
6753 | 6753 | | [Sections 305.208-305.250 reserved for expansion] |
---|
6754 | 6754 | | SUBCHAPTER F. NEW BONDS |
---|
6755 | 6755 | | Sec. 305.251. GROUNDS FOR REQUIRING NEW BOND |
---|
6756 | 6756 | | Sec. 305.252. COURT ORDER OR CITATION ON NEW BOND |
---|
6757 | 6757 | | Sec. 305.253. SHOW CAUSE HEARING ON NEW BOND |
---|
6758 | 6758 | | REQUIREMENT |
---|
6759 | 6759 | | Sec. 305.254. EFFECT OF ORDER REQUIRING NEW BOND |
---|
6760 | 6760 | | Sec. 305.255. NEW BOND IN DECREASED AMOUNT |
---|
6761 | 6761 | | Sec. 305.256. REQUEST BY SURETY FOR NEW BOND |
---|
6762 | 6762 | | Sec. 305.257. DISCHARGE OF FORMER SURETIES ON |
---|
6763 | 6763 | | EXECUTION OF NEW BOND |
---|
6764 | 6764 | | CHAPTER 305. QUALIFICATION OF PERSONAL REPRESENTATIVES |
---|
6765 | 6765 | | SUBCHAPTER A. GENERAL PROVISIONS |
---|
6766 | 6766 | | Sec. 305.001. DEFINITIONS. In this chapter: |
---|
6767 | 6767 | | (1) "Bond" means a bond required by this chapter to be |
---|
6768 | 6768 | | given by a person appointed to serve as a personal representative. |
---|
6769 | 6769 | | (2) "Oath" means an oath required by this chapter to be |
---|
6770 | 6770 | | taken by a person appointed to serve as a personal representative. |
---|
6771 | 6771 | | (New.) |
---|
6772 | 6772 | | Sec. 305.002. MANNER OF QUALIFICATION OF PERSONAL |
---|
6773 | 6773 | | REPRESENTATIVE. (a) A personal representative, other than an |
---|
6774 | 6774 | | executor described by Subsection (b), is considered to have |
---|
6775 | 6775 | | qualified when the representative has: |
---|
6776 | 6776 | | (1) taken and filed the oath prescribed by Subchapter |
---|
6777 | 6777 | | B; |
---|
6778 | 6778 | | (2) given the required bond; |
---|
6779 | 6779 | | (3) obtained the judge's approval of the bond; and |
---|
6780 | 6780 | | (4) filed the bond with the clerk. |
---|
6781 | 6781 | | (b) An executor who is not required to give a bond is |
---|
6782 | 6782 | | considered to have qualified when the executor has taken and filed |
---|
6783 | 6783 | | the oath prescribed by Subchapter B. (Tex. Prob. Code, Sec. 189.) |
---|
6784 | 6784 | | Sec. 305.003. PERIOD FOR TAKING OATH AND GIVING BOND. An |
---|
6785 | 6785 | | oath may be taken and subscribed and a bond may be given and |
---|
6786 | 6786 | | approved at any time before: |
---|
6787 | 6787 | | (1) the 21st day after the date of the order granting |
---|
6788 | 6788 | | letters testamentary or of administration, as applicable; or |
---|
6789 | 6789 | | (2) the letters testamentary or of administration, as |
---|
6790 | 6790 | | applicable, are revoked for a failure to qualify within the period |
---|
6791 | 6791 | | allowed. (Tex. Prob. Code, Sec. 192 (part).) |
---|
6792 | 6792 | | [Sections 305.004-305.050 reserved for expansion] |
---|
6793 | 6793 | | SUBCHAPTER B. OATHS |
---|
6794 | 6794 | | Sec. 305.051. OATH OF EXECUTOR OR ADMINISTRATOR WITH WILL |
---|
6795 | 6795 | | ANNEXED. Before the issuance of letters testamentary or letters of |
---|
6796 | 6796 | | administration with the will annexed, the person named as executor |
---|
6797 | 6797 | | or appointed as administrator with the will annexed shall take and |
---|
6798 | 6798 | | subscribe an oath in substantially the following form: |
---|
6799 | 6799 | | I do solemnly swear that the writing offered for probate is |
---|
6800 | 6800 | | the last will of ________ (insert name of testator), so far as I |
---|
6801 | 6801 | | know or believe, and that I will well and truly perform all the |
---|
6802 | 6802 | | duties of __________ (insert "executor of the will" or |
---|
6803 | 6803 | | "administrator with the will annexed," as applicable) for the |
---|
6804 | 6804 | | estate of _______ (insert name of testator). (Tex. Prob. Code, Sec. |
---|
6805 | 6805 | | 190(a).) |
---|
6806 | 6806 | | Sec. 305.052. OATH OF ADMINISTRATOR. Before the issuance |
---|
6807 | 6807 | | of letters of administration, the person appointed as administrator |
---|
6808 | 6808 | | shall take and subscribe an oath in substantially the following |
---|
6809 | 6809 | | form: |
---|
6810 | 6810 | | I do solemnly swear that ___________ (insert name of |
---|
6811 | 6811 | | decedent), deceased, died _______ (insert "without leaving any |
---|
6812 | 6812 | | lawful will" or "leaving a lawful will, but the executor named in |
---|
6813 | 6813 | | the will is dead or has failed to offer the will for probate or to |
---|
6814 | 6814 | | accept and qualify as executor, within the period required," as |
---|
6815 | 6815 | | applicable), so far as I know or believe, and that I will well and |
---|
6816 | 6816 | | truly perform all the duties of administrator of the estate of the |
---|
6817 | 6817 | | deceased. (Tex. Prob. Code, Sec. 190(b).) |
---|
6818 | 6818 | | Sec. 305.053. OATH OF TEMPORARY ADMINISTRATOR. Before the |
---|
6819 | 6819 | | issuance of temporary letters of administration, the person |
---|
6820 | 6820 | | appointed as temporary administrator shall take and subscribe an |
---|
6821 | 6821 | | oath in substantially the following form: |
---|
6822 | 6822 | | I do solemnly swear that I will well and truly perform the |
---|
6823 | 6823 | | duties of temporary administrator of the estate of __________ |
---|
6824 | 6824 | | (insert name of decedent), deceased, in accordance with the law, |
---|
6825 | 6825 | | and with the order of the court appointing me as temporary |
---|
6826 | 6826 | | administrator. (Tex. Prob. Code, Sec. 190(c).) |
---|
6827 | 6827 | | Sec. 305.054. ADMINISTRATION OF OATH. An oath may be taken |
---|
6828 | 6828 | | before any person authorized to administer oaths under the laws of |
---|
6829 | 6829 | | this state. (Tex. Prob. Code, Secs. 190(d) (part), 192 (part).) |
---|
6830 | 6830 | | Sec. 305.055. FILING AND RECORDING OF OATH. An oath shall |
---|
6831 | 6831 | | be: |
---|
6832 | 6832 | | (1) filed with the clerk of the court granting the |
---|
6833 | 6833 | | letters testamentary or of administration, as applicable; and |
---|
6834 | 6834 | | (2) recorded in the minutes of that court. (Tex. Prob. |
---|
6835 | 6835 | | Code, Sec. 190(d) (part).) |
---|
6836 | 6836 | | [Sections 305.056-305.100 reserved for expansion] |
---|
6837 | 6837 | | SUBCHAPTER C. GENERAL PROVISIONS RELATING TO BONDS |
---|
6838 | 6838 | | Sec. 305.101. BOND GENERALLY REQUIRED; EXCEPTIONS. (a) |
---|
6839 | 6839 | | Except as otherwise provided by this title, a person to whom letters |
---|
6840 | 6840 | | testamentary or of administration will be issued must enter into a |
---|
6841 | 6841 | | bond before issuance of the letters. |
---|
6842 | 6842 | | (b) Letters testamentary shall be issued without the |
---|
6843 | 6843 | | requirement of a bond to a person named as executor in a will |
---|
6844 | 6844 | | probated in a court of this state if: |
---|
6845 | 6845 | | (1) the will directs that no bond or security be |
---|
6846 | 6846 | | required of the person; and |
---|
6847 | 6847 | | (2) the court finds that the person is qualified. |
---|
6848 | 6848 | | (c) A bond is not required if a personal representative is a |
---|
6849 | 6849 | | corporate fiduciary. (Tex. Prob. Code, Secs. 194 (part), 195.) |
---|
6850 | 6850 | | Sec. 305.102. BOND REQUIRED FROM EXECUTOR OTHERWISE EXEMPT. |
---|
6851 | 6851 | | (a) This section applies only to an estate for which an executor |
---|
6852 | 6852 | | was appointed under a will, but from whom no bond was required. |
---|
6853 | 6853 | | (b) A person who has a debt, claim, or demand against the |
---|
6854 | 6854 | | estate, with respect to the justice of which the person or the |
---|
6855 | 6855 | | person's agent or attorney has made an oath, or another person |
---|
6856 | 6856 | | interested in the estate, whether in person or as the |
---|
6857 | 6857 | | representative of another, may file a written complaint in the |
---|
6858 | 6858 | | court where the will is probated. |
---|
6859 | 6859 | | (c) On the filing of the complaint, the court shall cite the |
---|
6860 | 6860 | | executor to appear and show cause why the executor should not be |
---|
6861 | 6861 | | required to give a bond. |
---|
6862 | 6862 | | (d) On hearing the complaint, the court shall enter an order |
---|
6863 | 6863 | | requiring the executor to give a bond not later than the 10th day |
---|
6864 | 6864 | | after the date of the order if it appears to the court that: |
---|
6865 | 6865 | | (1) the executor is wasting, mismanaging, or |
---|
6866 | 6866 | | misapplying the estate; and |
---|
6867 | 6867 | | (2) as a result of conduct described by Subdivision |
---|
6868 | 6868 | | (1): |
---|
6869 | 6869 | | (A) a creditor may probably lose the creditor's |
---|
6870 | 6870 | | debt; or |
---|
6871 | 6871 | | (B) a person's interest in the estate may be |
---|
6872 | 6872 | | diminished or lost. |
---|
6873 | 6873 | | (e) A bond required under this section must be: |
---|
6874 | 6874 | | (1) in an amount sufficient to protect the estate and |
---|
6875 | 6875 | | the estate's creditors; |
---|
6876 | 6876 | | (2) payable to and approved by the judge; and |
---|
6877 | 6877 | | (3) conditioned that the executor: |
---|
6878 | 6878 | | (A) will well and truly administer the estate; |
---|
6879 | 6879 | | and |
---|
6880 | 6880 | | (B) will not waste, mismanage, or misapply the |
---|
6881 | 6881 | | estate. |
---|
6882 | 6882 | | (f) If the executor fails to give a bond required under this |
---|
6883 | 6883 | | section on or before the 10th day after the date of the order and the |
---|
6884 | 6884 | | judge has not extended the period for giving the bond, the judge, |
---|
6885 | 6885 | | without citation, shall remove the executor and appoint a competent |
---|
6886 | 6886 | | person in the executor's place who shall administer the estate |
---|
6887 | 6887 | | according to the will and law. Before entering into the |
---|
6888 | 6888 | | administration of the estate, the appointed person must: |
---|
6889 | 6889 | | (1) take the oath required of an administrator with |
---|
6890 | 6890 | | the will annexed under Section 305.051; and |
---|
6891 | 6891 | | (2) give a bond in the manner and amount provided by |
---|
6892 | 6892 | | this chapter for the issuance of original letters of |
---|
6893 | 6893 | | administration. (Tex. Prob. Code, Secs. 214, 215, 216, 217.) |
---|
6894 | 6894 | | Sec. 305.103. BONDS OF JOINT PERSONAL REPRESENTATIVES. If |
---|
6895 | 6895 | | two or more persons are appointed as personal representatives of an |
---|
6896 | 6896 | | estate and are required by this chapter or by the court to give a |
---|
6897 | 6897 | | bond, the court may require: |
---|
6898 | 6898 | | (1) a separate bond from each person; or |
---|
6899 | 6899 | | (2) a joint bond from all of the persons. (Tex. Prob. |
---|
6900 | 6900 | | Code, Sec. 198.) |
---|
6901 | 6901 | | Sec. 305.104. BOND OF MARRIED PERSON. (a) A married person |
---|
6902 | 6902 | | appointed as a personal representative may execute a bond required |
---|
6903 | 6903 | | by law: |
---|
6904 | 6904 | | (1) jointly with the person's spouse; or |
---|
6905 | 6905 | | (2) separately without the person's spouse. |
---|
6906 | 6906 | | (b) A bond executed by a married person binds the person's |
---|
6907 | 6907 | | separate estate, but does not bind the person's spouse unless the |
---|
6908 | 6908 | | spouse signed the bond. (Tex. Prob. Code, Sec. 199.) |
---|
6909 | 6909 | | Sec. 305.105. BOND OF MARRIED PERSON UNDER 18 YEARS OF AGE. |
---|
6910 | 6910 | | Any bond required to be executed by a person who is under 18 years of |
---|
6911 | 6911 | | age, is or has been married, and accepts and qualifies as an |
---|
6912 | 6912 | | executor or administrator is as valid and binding for all purposes |
---|
6913 | 6913 | | as if the person were of legal age. (Tex. Prob. Code, Sec. 200.) |
---|
6914 | 6914 | | Sec. 305.106. GENERAL FORMALITIES. A bond required under |
---|
6915 | 6915 | | Section 305.101(a) must: |
---|
6916 | 6916 | | (1) be conditioned as required by law; |
---|
6917 | 6917 | | (2) be payable to the judge and the judge's successors |
---|
6918 | 6918 | | in office; |
---|
6919 | 6919 | | (3) bear the written approval of the judge in the |
---|
6920 | 6920 | | judge's official capacity; and |
---|
6921 | 6921 | | (4) be executed and approved in accordance with this |
---|
6922 | 6922 | | chapter. (Tex. Prob. Code, Sec. 194 (part).) |
---|
6923 | 6923 | | Sec. 305.107. SUBSCRIPTION OF BOND BY PRINCIPALS AND |
---|
6924 | 6924 | | SURETIES. A bond required under Section 305.101 shall be |
---|
6925 | 6925 | | subscribed by both principals and sureties. (Tex. Prob. Code, Sec. |
---|
6926 | 6926 | | 197 (part).) |
---|
6927 | 6927 | | Sec. 305.108. FORM OF BOND. The following form, or a form |
---|
6928 | 6928 | | with the same substance, may be used for the bond of a personal |
---|
6929 | 6929 | | representative: |
---|
6930 | 6930 | | The State of Texas |
---|
6931 | 6931 | | County of ________ |
---|
6932 | 6932 | | Know all persons by these presents that we, _______ (insert |
---|
6933 | 6933 | | name of each principal), as principal, and _______ (insert name of |
---|
6934 | 6934 | | each surety), as sureties, are held and firmly bound unto the judge |
---|
6935 | 6935 | | of ____________ (insert reference to appropriate judge), and that |
---|
6936 | 6936 | | judge's successors in office, in the sum of _____ dollars, |
---|
6937 | 6937 | | conditioned that the above bound principal or principals, appointed |
---|
6938 | 6938 | | as _______ (insert "executor of the last will and testament," |
---|
6939 | 6939 | | "administrator with the will annexed of the estate," "administrator |
---|
6940 | 6940 | | of the estate," or "temporary administrator of the estate," as |
---|
6941 | 6941 | | applicable) of _______ (insert name of decedent), deceased, shall |
---|
6942 | 6942 | | well and truly perform all of the duties required of the principal |
---|
6943 | 6943 | | or principals by law under that appointment. (Tex. Prob. Code, Sec. |
---|
6944 | 6944 | | 196.) |
---|
6945 | 6945 | | Sec. 305.109. FILING OF BOND. A bond required under Section |
---|
6946 | 6946 | | 305.101 shall be filed with the clerk after the court approves the |
---|
6947 | 6947 | | bond. (Tex. Prob. Code, Sec. 197 (part).) |
---|
6948 | 6948 | | Sec. 305.110. FAILURE TO GIVE BOND. Another person may be |
---|
6949 | 6949 | | appointed as personal representative to replace a personal |
---|
6950 | 6950 | | representative who at any time fails to give a bond as required by |
---|
6951 | 6951 | | the court in the period prescribed by this chapter. (Tex. Prob. |
---|
6952 | 6952 | | Code, Sec. 213.) |
---|
6953 | 6953 | | Sec. 305.111. BOND NOT VOID ON FIRST RECOVERY. A personal |
---|
6954 | 6954 | | representative's bond does not become void on the first recovery |
---|
6955 | 6955 | | but may be put in suit and prosecuted from time to time until the |
---|
6956 | 6956 | | entire amount of the bond has been recovered. (Tex. Prob. Code, |
---|
6957 | 6957 | | Sec. 218.) |
---|
6958 | 6958 | | [Sections 305.112-305.150 reserved for expansion] |
---|
6959 | 6959 | | SUBCHAPTER D. AMOUNT OF BOND AND ASSOCIATED DEPOSITS |
---|
6960 | 6960 | | Sec. 305.151. GENERAL STANDARD REGARDING AMOUNT OF BOND. |
---|
6961 | 6961 | | (a) The judge shall set the amount of a bond, in an amount |
---|
6962 | 6962 | | considered sufficient to protect the estate and the estate's |
---|
6963 | 6963 | | creditors, as provided by this chapter. |
---|
6964 | 6964 | | (b) Notwithstanding Subsection (a) or other provisions |
---|
6965 | 6965 | | generally applicable to bonds of personal representatives, if the |
---|
6966 | 6966 | | person to whom letters testamentary or of administration are |
---|
6967 | 6967 | | granted is entitled to all of the decedent's estate after payment of |
---|
6968 | 6968 | | debts, a bond shall be in an amount sufficient to protect creditors |
---|
6969 | 6969 | | only. (Tex. Prob. Code, Sec. 194, Subdivs. 1, 2.) |
---|
6970 | 6970 | | Sec. 305.152. EVIDENTIARY HEARING ON AMOUNT OF BOND. |
---|
6971 | 6971 | | Before setting the amount of a bond, the court shall hear evidence |
---|
6972 | 6972 | | and determine: |
---|
6973 | 6973 | | (1) the amount of cash on hand and where that cash is |
---|
6974 | 6974 | | deposited; |
---|
6975 | 6975 | | (2) the amount of cash estimated to be needed for |
---|
6976 | 6976 | | administrative purposes, including operation of a business, |
---|
6977 | 6977 | | factory, farm, or ranch owned by the estate, and expenses of |
---|
6978 | 6978 | | administration for one year; |
---|
6979 | 6979 | | (3) the revenue anticipated to be received in the |
---|
6980 | 6980 | | succeeding 12 months from dividends, interest, rentals, or use of |
---|
6981 | 6981 | | property belonging to the estate and the aggregate amount of any |
---|
6982 | 6982 | | installments or periodic payments to be collected; |
---|
6983 | 6983 | | (4) the estimated value of certificates of stock, |
---|
6984 | 6984 | | bonds, notes, or other securities of the estate and the name of the |
---|
6985 | 6985 | | depository, if any, in which those assets are deposited; |
---|
6986 | 6986 | | (5) the face value of life insurance or other policies |
---|
6987 | 6987 | | payable to the person on whose estate administration is sought or to |
---|
6988 | 6988 | | the estate; |
---|
6989 | 6989 | | (6) the estimated value of other personal property |
---|
6990 | 6990 | | owned by the estate; and |
---|
6991 | 6991 | | (7) the estimated amount of debts due and owing by the |
---|
6992 | 6992 | | estate. (Tex. Prob. Code, Sec. 194, Subdiv. 3.) |
---|
6993 | 6993 | | Sec. 305.153. SPECIFIC BOND AMOUNT. (a) Except as |
---|
6994 | 6994 | | otherwise provided by this section, the judge shall set the bond in |
---|
6995 | 6995 | | an amount equal to the sum of: |
---|
6996 | 6996 | | (1) the estimated value of all personal property |
---|
6997 | 6997 | | belonging to the estate; and |
---|
6998 | 6998 | | (2) an additional amount to cover revenue anticipated |
---|
6999 | 6999 | | to be derived during the succeeding 12 months from: |
---|
7000 | 7000 | | (A) interest and dividends; |
---|
7001 | 7001 | | (B) collectible claims; |
---|
7002 | 7002 | | (C) the aggregate amount of any installments or |
---|
7003 | 7003 | | periodic payments, excluding income derived or to be derived from |
---|
7004 | 7004 | | federal social security payments; and |
---|
7005 | 7005 | | (D) rentals for the use of property. |
---|
7006 | 7006 | | (b) The judge shall reduce the amount of the original bond |
---|
7007 | 7007 | | under Subsection (a) in proportion to the amount of cash or the |
---|
7008 | 7008 | | value of securities or other assets: |
---|
7009 | 7009 | | (1) authorized or required to be deposited by court |
---|
7010 | 7010 | | order; or |
---|
7011 | 7011 | | (2) voluntarily deposited by the personal |
---|
7012 | 7012 | | representative or the sureties on the representative's bond, as |
---|
7013 | 7013 | | provided by Sections 305.155 and 305.156. |
---|
7014 | 7014 | | (c) A bond required to be given by a temporary administrator |
---|
7015 | 7015 | | shall be in the amount that the judge directs. (Tex. Prob. Code, |
---|
7016 | 7016 | | Sec. 194, Subdivs. 4, 13.) |
---|
7017 | 7017 | | Sec. 305.154. AGREEMENT REGARDING DEPOSIT OF ESTATE ASSETS. |
---|
7018 | 7018 | | (a) A personal representative may agree with the surety or sureties |
---|
7019 | 7019 | | on a bond, either corporate or personal, for the deposit of any cash |
---|
7020 | 7020 | | and other estate assets in a depository described by Subsection |
---|
7021 | 7021 | | (c), if the deposit is otherwise proper, in a manner that prevents |
---|
7022 | 7022 | | the withdrawal of the cash or other assets without: |
---|
7023 | 7023 | | (1) the written consent of the surety or sureties; or |
---|
7024 | 7024 | | (2) a court order entered after notice to the surety or |
---|
7025 | 7025 | | sureties as directed by the court. |
---|
7026 | 7026 | | (b) The court may require the action described by Subsection |
---|
7027 | 7027 | | (a) if the court considers that action to be in the best interest of |
---|
7028 | 7028 | | the estate. |
---|
7029 | 7029 | | (c) Cash and assets must be deposited under this section in |
---|
7030 | 7030 | | a financial institution, as defined by Section 201.101, Finance |
---|
7031 | 7031 | | Code, that: |
---|
7032 | 7032 | | (1) has its main office or a branch office in this |
---|
7033 | 7033 | | state; and |
---|
7034 | 7034 | | (2) is qualified to act as a depository in this state |
---|
7035 | 7035 | | under the laws of this state or the United States. |
---|
7036 | 7036 | | (d) An agreement under this section may not release the |
---|
7037 | 7037 | | principal or sureties from liability, or change the liability of |
---|
7038 | 7038 | | the principal or sureties, as established by the terms of the bond. |
---|
7039 | 7039 | | (Tex. Prob. Code, Sec. 194, Subdiv. 5.) |
---|
7040 | 7040 | | Sec. 305.155. DEPOSIT OF ESTATE ASSETS ON TERMS PRESCRIBED |
---|
7041 | 7041 | | BY COURT. (a) Cash, securities, or other personal assets of an |
---|
7042 | 7042 | | estate or to which the estate is entitled may or, if considered by |
---|
7043 | 7043 | | the court to be in the best interest of the estate, shall, be |
---|
7044 | 7044 | | deposited in one or more depositories described by Section |
---|
7045 | 7045 | | 305.154(c) on terms prescribed by the court. |
---|
7046 | 7046 | | (b) The court in which the proceedings are pending may |
---|
7047 | 7047 | | authorize or require additional estate assets currently on hand or |
---|
7048 | 7048 | | that accrue during the pendency of the proceedings to be deposited |
---|
7049 | 7049 | | as provided by Subsection (a) on: |
---|
7050 | 7050 | | (1) the court's own motion; or |
---|
7051 | 7051 | | (2) the written application of the personal |
---|
7052 | 7052 | | representative or any other person interested in the estate. |
---|
7053 | 7053 | | (c) The amount of the bond required to be given by the |
---|
7054 | 7054 | | personal representative shall be reduced in proportion to the |
---|
7055 | 7055 | | amount of the cash and the value of the securities or other assets |
---|
7056 | 7056 | | deposited under this section. |
---|
7057 | 7057 | | (d) Cash, securities, or other assets deposited under this |
---|
7058 | 7058 | | section may be withdrawn in whole or in part from the depository |
---|
7059 | 7059 | | only in accordance with a court order, and the amount of the |
---|
7060 | 7060 | | personal representative's bond shall be increased in proportion to |
---|
7061 | 7061 | | the amount of the cash and the value of the securities or other |
---|
7062 | 7062 | | assets authorized to be withdrawn. (Tex. Prob. Code, Sec. 194, |
---|
7063 | 7063 | | Subdiv. 6.) |
---|
7064 | 7064 | | Sec. 305.156. DEPOSITS OF PERSONAL REPRESENTATIVE. (a) |
---|
7065 | 7065 | | Instead of giving a surety or sureties on a bond, or to reduce the |
---|
7066 | 7066 | | amount of a bond, a personal representative may deposit the |
---|
7067 | 7067 | | representative's own cash or securities acceptable to the court |
---|
7068 | 7068 | | with a depository described by Subsection (b), if the deposit is |
---|
7069 | 7069 | | otherwise proper. |
---|
7070 | 7070 | | (b) Cash or securities must be deposited under this section |
---|
7071 | 7071 | | in: |
---|
7072 | 7072 | | (1) a depository described by Section 305.154(c); or |
---|
7073 | 7073 | | (2) any other corporate depository approved by the |
---|
7074 | 7074 | | court. |
---|
7075 | 7075 | | (c) A deposit may be in an amount or value equal to the |
---|
7076 | 7076 | | amount of the bond required or in a lesser amount or value, in which |
---|
7077 | 7077 | | case the amount of the bond is reduced by the amount or value of the |
---|
7078 | 7078 | | deposit. |
---|
7079 | 7079 | | (d) The amount of cash or securities on deposit may be |
---|
7080 | 7080 | | increased or decreased, by court order from time to time, as the |
---|
7081 | 7081 | | interest of the estate requires. |
---|
7082 | 7082 | | (e) A deposit of cash or securities made instead of a surety |
---|
7083 | 7083 | | or sureties on a bond may be withdrawn or released only on order of a |
---|
7084 | 7084 | | court having jurisdiction. |
---|
7085 | 7085 | | (f) A creditor has the same rights against a personal |
---|
7086 | 7086 | | representative and deposits made under this section as are provided |
---|
7087 | 7087 | | for recovery against sureties on a bond. (Tex. Prob. Code, Sec. 194, |
---|
7088 | 7088 | | Subdivs. 7, 8(b), (c), (d).) |
---|
7089 | 7089 | | Sec. 305.157. RECEIPT FOR DEPOSITS OF PERSONAL |
---|
7090 | 7090 | | REPRESENTATIVE. (a) A depository that receives a deposit made |
---|
7091 | 7091 | | under Section 305.156 instead of a surety or sureties on a bond |
---|
7092 | 7092 | | shall issue a receipt for the deposit that: |
---|
7093 | 7093 | | (1) shows the amount of cash deposited or the amount |
---|
7094 | 7094 | | and description of the securities deposited, as applicable; and |
---|
7095 | 7095 | | (2) states that the depository agrees to disburse or |
---|
7096 | 7096 | | deliver the cash or securities only on receipt of a certified copy |
---|
7097 | 7097 | | of an order of the court in which the proceedings are pending. |
---|
7098 | 7098 | | (b) A receipt issued by a depository under Subsection (a) |
---|
7099 | 7099 | | shall be attached to the personal representative's bond and be |
---|
7100 | 7100 | | delivered to and filed by the county clerk after approval by the |
---|
7101 | 7101 | | judge. (Tex. Prob. Code, Sec. 194, Subdiv. 8(a).) |
---|
7102 | 7102 | | Sec. 305.158. BOND REQUIRED INSTEAD OF DEPOSITS BY PERSONAL |
---|
7103 | 7103 | | REPRESENTATIVE. (a) The court may on its own motion or on the |
---|
7104 | 7104 | | written application by the personal representative or any other |
---|
7105 | 7105 | | person interested in the estate: |
---|
7106 | 7106 | | (1) require that an adequate bond be given instead of a |
---|
7107 | 7107 | | deposit under Section 305.156; or |
---|
7108 | 7108 | | (2) authorize withdrawal of a deposit made under |
---|
7109 | 7109 | | Section 305.156 and substitution of a bond with sureties. |
---|
7110 | 7110 | | (b) Not later than the 20th day after the date of entry of |
---|
7111 | 7111 | | the court's motion or the date the personal representative is |
---|
7112 | 7112 | | personally served with notice of the filing of an application by |
---|
7113 | 7113 | | another person interested in the estate, the representative shall |
---|
7114 | 7114 | | file a sworn statement showing the condition of the estate. |
---|
7115 | 7115 | | (c) A personal representative who fails to comply with |
---|
7116 | 7116 | | Subsection (b) is subject to removal as in other cases. |
---|
7117 | 7117 | | (d) The personal representative's deposit under Section |
---|
7118 | 7118 | | 305.156 may not be released or withdrawn until the court has: |
---|
7119 | 7119 | | (1) been satisfied as to the condition of the estate; |
---|
7120 | 7120 | | (2) determined the amount of the bond; and |
---|
7121 | 7121 | | (3) received and approved the bond. (Tex. Prob. Code, |
---|
7122 | 7122 | | Sec. 194, Subdiv. 8(e).) |
---|
7123 | 7123 | | Sec. 305.159. WITHDRAWAL OF DEPOSITS ON CLOSING OF |
---|
7124 | 7124 | | ADMINISTRATION. (a) Any deposit of assets of the personal |
---|
7125 | 7125 | | representative, the estate, or a surety that remains at the time an |
---|
7126 | 7126 | | estate is closed shall be released by court order and paid to the |
---|
7127 | 7127 | | person or persons entitled to the deposit. |
---|
7128 | 7128 | | (b) Except as provided by Subsection (c), a writ of |
---|
7129 | 7129 | | attachment or garnishment does not lie against a deposit described |
---|
7130 | 7130 | | by Subsection (a). |
---|
7131 | 7131 | | (c) A writ of attachment or garnishment may lie against a |
---|
7132 | 7132 | | deposit described by Subsection (a) as to a claim of a creditor of |
---|
7133 | 7133 | | the estate being administered or a person interested in the estate, |
---|
7134 | 7134 | | including a distributee or ward, to the extent the court has ordered |
---|
7135 | 7135 | | distribution. (Tex. Prob. Code, Sec. 194, Subdiv. 9.) |
---|
7136 | 7136 | | Sec. 305.160. INCREASED OR ADDITIONAL BONDS IN CERTAIN |
---|
7137 | 7137 | | CIRCUMSTANCES. The provisions of this subchapter regarding the |
---|
7138 | 7138 | | deposit of cash and securities govern, to the extent the provisions |
---|
7139 | 7139 | | may be applicable, the court orders to be entered when: |
---|
7140 | 7140 | | (1) one of the following circumstances occurs: |
---|
7141 | 7141 | | (A) estate property has been authorized to be |
---|
7142 | 7142 | | sold or rented; |
---|
7143 | 7143 | | (B) money has been borrowed on estate property; |
---|
7144 | 7144 | | or |
---|
7145 | 7145 | | (C) real property, or an interest in real |
---|
7146 | 7146 | | property, has been authorized to be leased for mineral development |
---|
7147 | 7147 | | or subjected to unitization; and |
---|
7148 | 7148 | | (2) the general bond has been found to be |
---|
7149 | 7149 | | insufficient. (Tex. Prob. Code, Sec. 194, Subdiv. 14.) |
---|
7150 | 7150 | | [Sections 305.161-305.200 reserved for expansion] |
---|
7151 | 7151 | | SUBCHAPTER E. BOND SURETIES |
---|
7152 | 7152 | | Sec. 305.201. PERSONAL OR AUTHORIZED CORPORATE SURETIES. |
---|
7153 | 7153 | | (a) The surety or sureties on a bond may be personal or authorized |
---|
7154 | 7154 | | corporate sureties. |
---|
7155 | 7155 | | (b) A bond with sureties who are individuals must have at |
---|
7156 | 7156 | | least two sureties, each of whom must: |
---|
7157 | 7157 | | (1) execute an affidavit in the manner provided by |
---|
7158 | 7158 | | this subchapter; and |
---|
7159 | 7159 | | (2) own property in this state, excluding property |
---|
7160 | 7160 | | exempt by law, that the judge is satisfied is sufficient to qualify |
---|
7161 | 7161 | | the person as a surety as required by law. |
---|
7162 | 7162 | | (c) A bond with an authorized corporate surety is only |
---|
7163 | 7163 | | required to have one surety, except as provided by law. (Tex. Prob. |
---|
7164 | 7164 | | Code, Sec. 194, Subdivs. 10, 12 (part).) |
---|
7165 | 7165 | | Sec. 305.202. SURETIES FOR CERTAIN BONDS. (a) If the |
---|
7166 | 7166 | | amount of a bond exceeds $50,000, the court may require that the |
---|
7167 | 7167 | | bond be signed by: |
---|
7168 | 7168 | | (1) at least two authorized corporate sureties; or |
---|
7169 | 7169 | | (2) one authorized corporate surety and at least two |
---|
7170 | 7170 | | good and sufficient personal sureties. |
---|
7171 | 7171 | | (b) The estate shall pay the cost of a bond with corporate |
---|
7172 | 7172 | | sureties. (Tex. Prob. Code, Sec. 194, Subdiv. 11.) |
---|
7173 | 7173 | | Sec. 305.203. AFFIDAVIT OF PERSONAL SURETY. (a) Before a |
---|
7174 | 7174 | | judge may consider a bond with personal sureties, each person |
---|
7175 | 7175 | | offered as surety must execute an affidavit stating the amount by |
---|
7176 | 7176 | | which the person's assets that are reachable by creditors exceeds |
---|
7177 | 7177 | | the person's liabilities, and each affidavit must be presented to |
---|
7178 | 7178 | | the judge for consideration. |
---|
7179 | 7179 | | (b) The total worth of the personal sureties on a bond must |
---|
7180 | 7180 | | equal at least twice the amount of the bond. |
---|
7181 | 7181 | | (c) An affidavit presented to and approved by the judge |
---|
7182 | 7182 | | under this section shall be attached to and form part of the bond. |
---|
7183 | 7183 | | (Tex. Prob. Code, Sec. 201(a).) |
---|
7184 | 7184 | | Sec. 305.204. LIEN ON REAL PROPERTY OWNED BY PERSONAL |
---|
7185 | 7185 | | SURETIES. (a) If a judge finds that the estimated value of |
---|
7186 | 7186 | | personal property of the estate that cannot be deposited, as |
---|
7187 | 7187 | | provided by Subchapter D, is such that personal sureties cannot be |
---|
7188 | 7188 | | accepted without the creation of a specific lien on real property |
---|
7189 | 7189 | | owned by each of the sureties, the judge shall enter an order |
---|
7190 | 7190 | | requiring each surety to: |
---|
7191 | 7191 | | (1) designate real property that: |
---|
7192 | 7192 | | (A) is owned by the surety and located in this |
---|
7193 | 7193 | | state; |
---|
7194 | 7194 | | (B) is subject to execution; and |
---|
7195 | 7195 | | (C) has a value that exceeds all liens and unpaid |
---|
7196 | 7196 | | taxes by an amount at least equal to the amount of the bond; and |
---|
7197 | 7197 | | (2) give an adequate legal description of the real |
---|
7198 | 7198 | | property designated under Subdivision (1). |
---|
7199 | 7199 | | (b) The surety shall incorporate the information required |
---|
7200 | 7200 | | in the order under Subsection (a) in an affidavit. Following |
---|
7201 | 7201 | | approval by the judge, the affidavit shall be attached to and form |
---|
7202 | 7202 | | part of the bond. |
---|
7203 | 7203 | | (c) A lien arises as security for the performance of the |
---|
7204 | 7204 | | obligation of the bond only on the real property designated in the |
---|
7205 | 7205 | | affidavit. |
---|
7206 | 7206 | | (d) Before letters testamentary or of administration are |
---|
7207 | 7207 | | issued to the personal representative whose bond includes an |
---|
7208 | 7208 | | affidavit under this section, the court clerk shall mail a |
---|
7209 | 7209 | | statement to the office of the county clerk of each county in which |
---|
7210 | 7210 | | any real property designated in the affidavit is located. The |
---|
7211 | 7211 | | statement must be signed by the court clerk and include: |
---|
7212 | 7212 | | (1) a sufficient description of the real property |
---|
7213 | 7213 | | located in that county; |
---|
7214 | 7214 | | (2) the names of the principal and sureties on the |
---|
7215 | 7215 | | bond; |
---|
7216 | 7216 | | (3) the amount of the bond; and |
---|
7217 | 7217 | | (4) the name of the estate and court in which the bond |
---|
7218 | 7218 | | is given. |
---|
7219 | 7219 | | (e) Each county clerk who receives a statement required by |
---|
7220 | 7220 | | Subsection (d) shall record the statement in the county deed |
---|
7221 | 7221 | | records. Each recorded statement shall be indexed in a manner that |
---|
7222 | 7222 | | permits the convenient determination of the existence and character |
---|
7223 | 7223 | | of the liens described in the statements. |
---|
7224 | 7224 | | (f) The recording and indexing required by Subsection (e) |
---|
7225 | 7225 | | constitutes constructive notice to all persons regarding the |
---|
7226 | 7226 | | existence of the lien on real property located in the county, |
---|
7227 | 7227 | | effective as of the date of the indexing. |
---|
7228 | 7228 | | (g) If each personal surety subject to a court order under |
---|
7229 | 7229 | | this section does not comply with the order, the judge may require |
---|
7230 | 7230 | | that the bond be signed by: |
---|
7231 | 7231 | | (1) an authorized corporate surety; or |
---|
7232 | 7232 | | (2) an authorized corporate surety and at least two |
---|
7233 | 7233 | | personal sureties. (Tex. Prob. Code, Secs. 201(b), 202.) |
---|
7234 | 7234 | | Sec. 305.205. SUBORDINATION OF LIEN ON REAL PROPERTY OWNED |
---|
7235 | 7235 | | BY PERSONAL SURETIES. (a) A personal surety required to create a |
---|
7236 | 7236 | | lien on specific real property under Section 305.204 who wishes to |
---|
7237 | 7237 | | lease the real property for mineral development may file a written |
---|
7238 | 7238 | | application in the court in which the proceedings are pending |
---|
7239 | 7239 | | requesting subordination of the lien to the proposed lease. |
---|
7240 | 7240 | | (b) The judge may enter an order granting the application. |
---|
7241 | 7241 | | (c) A certified copy of the order, filed and recorded in the |
---|
7242 | 7242 | | deed records of the proper county, is sufficient to subordinate the |
---|
7243 | 7243 | | lien to the rights of a lessee under the proposed lease. (Tex. |
---|
7244 | 7244 | | Prob. Code, Sec. 201(c).) |
---|
7245 | 7245 | | Sec. 305.206. RELEASE OF LIEN ON REAL PROPERTY OWNED BY |
---|
7246 | 7246 | | PERSONAL SURETIES. (a) A personal surety who has given a lien |
---|
7247 | 7247 | | under Section 305.204 may apply to the court to have the lien |
---|
7248 | 7248 | | released. |
---|
7249 | 7249 | | (b) The court shall order the lien released if: |
---|
7250 | 7250 | | (1) the court is satisfied that the bond is sufficient |
---|
7251 | 7251 | | without the lien; or |
---|
7252 | 7252 | | (2) sufficient other real or personal property of the |
---|
7253 | 7253 | | surety is substituted on the same terms required for the lien that |
---|
7254 | 7254 | | is to be released. |
---|
7255 | 7255 | | (c) If the personal surety does not offer a lien on other |
---|
7256 | 7256 | | substituted property under Subsection (b)(2) and the court is not |
---|
7257 | 7257 | | satisfied that the bond is sufficient without the substitution of |
---|
7258 | 7258 | | other property, the court shall order the personal representative |
---|
7259 | 7259 | | to appear and give a new bond. |
---|
7260 | 7260 | | (d) A certified copy of the court's order releasing the lien |
---|
7261 | 7261 | | and describing the property that was subject to the lien has the |
---|
7262 | 7262 | | effect of cancelling the lien if the order is filed with the county |
---|
7263 | 7263 | | clerk of the county in which the property is located and recorded in |
---|
7264 | 7264 | | the deed records of that county. (Tex. Prob. Code, Secs. 211, 212.) |
---|
7265 | 7265 | | Sec. 305.207. DEPOSITS BY PERSONAL SURETY. Instead of |
---|
7266 | 7266 | | executing an affidavit under Section 305.203 or creating a lien |
---|
7267 | 7267 | | under Section 305.204 when required, a personal surety may deposit |
---|
7268 | 7268 | | the surety's own cash or securities instead of pledging real |
---|
7269 | 7269 | | property as security. The deposit: |
---|
7270 | 7270 | | (1) must be made in the same manner a personal |
---|
7271 | 7271 | | representative deposits the representative's own cash or |
---|
7272 | 7272 | | securities; and |
---|
7273 | 7273 | | (2) is subject, to the extent applicable, to the |
---|
7274 | 7274 | | provisions governing the same type of deposits made by personal |
---|
7275 | 7275 | | representatives. (Tex. Prob. Code, Sec. 194, Subdiv. 12 (part).) |
---|
7276 | 7276 | | [Sections 305.208-305.250 reserved for expansion] |
---|
7277 | 7277 | | SUBCHAPTER F. NEW BONDS |
---|
7278 | 7278 | | Sec. 305.251. GROUNDS FOR REQUIRING NEW BOND. (a) A |
---|
7279 | 7279 | | personal representative may be required to give a new bond if: |
---|
7280 | 7280 | | (1) a surety on a bond dies, moves out of this state, |
---|
7281 | 7281 | | or becomes insolvent; |
---|
7282 | 7282 | | (2) in the court's opinion: |
---|
7283 | 7283 | | (A) the sureties on a bond are insufficient; or |
---|
7284 | 7284 | | (B) a bond is defective; |
---|
7285 | 7285 | | (3) the amount of a bond is insufficient; |
---|
7286 | 7286 | | (4) a surety on a bond petitions the court to be |
---|
7287 | 7287 | | discharged from future liability on the bond; or |
---|
7288 | 7288 | | (5) a bond and the record of the bond have been lost or |
---|
7289 | 7289 | | destroyed. |
---|
7290 | 7290 | | (b) Any person interested in the estate may have the |
---|
7291 | 7291 | | personal representative cited to appear and show cause why the |
---|
7292 | 7292 | | representative should not be required to give a new bond by filing a |
---|
7293 | 7293 | | written application with the county clerk of the county in which the |
---|
7294 | 7294 | | probate proceedings are pending. The application must allege that: |
---|
7295 | 7295 | | (1) the bond is insufficient or defective; or |
---|
7296 | 7296 | | (2) the bond and the record of the bond have been lost |
---|
7297 | 7297 | | or destroyed. (Tex. Prob. Code, Secs. 203, 204.) |
---|
7298 | 7298 | | Sec. 305.252. COURT ORDER OR CITATION ON NEW BOND. (a) |
---|
7299 | 7299 | | When a judge becomes aware that a bond is in any respect |
---|
7300 | 7300 | | insufficient or that a bond and the record of the bond have been |
---|
7301 | 7301 | | lost or destroyed, the judge shall: |
---|
7302 | 7302 | | (1) without delay and without notice enter an order |
---|
7303 | 7303 | | requiring the personal representative to give a new bond; or |
---|
7304 | 7304 | | (2) without delay have the representative cited to |
---|
7305 | 7305 | | show cause why the representative should not be required to give a |
---|
7306 | 7306 | | new bond. |
---|
7307 | 7307 | | (b) An order entered under Subsection (a)(1) must state: |
---|
7308 | 7308 | | (1) the reasons for requiring a new bond; |
---|
7309 | 7309 | | (2) the amount of the new bond; and |
---|
7310 | 7310 | | (3) the period within which the new bond must be given, |
---|
7311 | 7311 | | which may not be earlier than the 10th day after the date of the |
---|
7312 | 7312 | | order. |
---|
7313 | 7313 | | (c) A personal representative who opposes an order entered |
---|
7314 | 7314 | | under Subsection (a)(1) may demand a hearing on the order. The |
---|
7315 | 7315 | | hearing must be held before the expiration of the period within |
---|
7316 | 7316 | | which the new bond must be given. (Tex. Prob. Code, Secs. 205, |
---|
7317 | 7317 | | 206(a).) |
---|
7318 | 7318 | | Sec. 305.253. SHOW CAUSE HEARING ON NEW BOND REQUIREMENT. |
---|
7319 | 7319 | | (a) On the return of a citation ordering a personal representative |
---|
7320 | 7320 | | to show cause why the representative should not be required to give |
---|
7321 | 7321 | | a new bond, the judge shall, on the date specified for the hearing |
---|
7322 | 7322 | | of the matter, inquire into the sufficiency of the reasons for |
---|
7323 | 7323 | | requiring a new bond. |
---|
7324 | 7324 | | (b) If the judge is satisfied that a new bond should be |
---|
7325 | 7325 | | required, the judge shall enter an order requiring a new bond. The |
---|
7326 | 7326 | | order must state: |
---|
7327 | 7327 | | (1) the amount of the new bond; and |
---|
7328 | 7328 | | (2) the period within which the new bond must be given, |
---|
7329 | 7329 | | which may not be later than the 20th day after the date of the order. |
---|
7330 | 7330 | | (Tex. Prob. Code, Sec. 206(b).) |
---|
7331 | 7331 | | Sec. 305.254. EFFECT OF ORDER REQUIRING NEW BOND. (a) An |
---|
7332 | 7332 | | order requiring a personal representative to give a new bond has the |
---|
7333 | 7333 | | effect of suspending the representative's powers. |
---|
7334 | 7334 | | (b) After the order is entered, the personal representative |
---|
7335 | 7335 | | may not pay out any of the estate's money or take any other official |
---|
7336 | 7336 | | action, except to preserve estate property, until the new bond is |
---|
7337 | 7337 | | given and approved. (Tex. Prob. Code, Sec. 207.) |
---|
7338 | 7338 | | Sec. 305.255. NEW BOND IN DECREASED AMOUNT. (a) A personal |
---|
7339 | 7339 | | representative required to give a bond may at any time file with the |
---|
7340 | 7340 | | clerk a written application requesting that the court reduce the |
---|
7341 | 7341 | | amount of the bond. |
---|
7342 | 7342 | | (b) On the filing of an application under Subsection (a), |
---|
7343 | 7343 | | the clerk shall promptly issue and have notice posted to all |
---|
7344 | 7344 | | interested persons and the sureties on the bond. The notice must |
---|
7345 | 7345 | | inform the interested persons and sureties of: |
---|
7346 | 7346 | | (1) the fact that the application has been filed; |
---|
7347 | 7347 | | (2) the nature of the application; and |
---|
7348 | 7348 | | (3) the time the judge will hear the application. |
---|
7349 | 7349 | | (c) The judge may permit the filing of a new bond in a |
---|
7350 | 7350 | | reduced amount if: |
---|
7351 | 7351 | | (1) proof is submitted that a bond in an amount less |
---|
7352 | 7352 | | than the bond in effect will be adequate to meet the requirements of |
---|
7353 | 7353 | | law and protect the estate; and |
---|
7354 | 7354 | | (2) the judge approves an accounting filed at the time |
---|
7355 | 7355 | | of the application. (Tex. Prob. Code, Sec. 208.) |
---|
7356 | 7356 | | Sec. 305.256. REQUEST BY SURETY FOR NEW BOND. (a) A surety |
---|
7357 | 7357 | | on a bond may at any time file with the clerk a petition requesting |
---|
7358 | 7358 | | that the court in which the proceedings are pending: |
---|
7359 | 7359 | | (1) require the personal representative to give a new |
---|
7360 | 7360 | | bond; and |
---|
7361 | 7361 | | (2) discharge the petitioner from all liability for |
---|
7362 | 7362 | | the future acts of the representative. |
---|
7363 | 7363 | | (b) On the filing of a petition under Subsection (a), the |
---|
7364 | 7364 | | personal representative shall be cited to appear and give a new |
---|
7365 | 7365 | | bond. (Tex. Prob. Code, Sec. 210.) |
---|
7366 | 7366 | | Sec. 305.257. DISCHARGE OF FORMER SURETIES ON EXECUTION OF |
---|
7367 | 7367 | | NEW BOND. When a new bond has been given and approved, the court |
---|
7368 | 7368 | | shall enter an order discharging the sureties on the former bond |
---|
7369 | 7369 | | from all liability for the future acts of the principal on the bond. |
---|
7370 | 7370 | | (Tex. Prob. Code, Sec. 209.) |
---|
7371 | 7371 | | CHAPTER 306. GRANTING AND |
---|
7372 | 7372 | | ISSUANCE OF LETTERS |
---|
7373 | 7373 | | Sec. 306.001. GRANTING OF LETTERS TESTAMENTARY |
---|
7374 | 7374 | | Sec. 306.002. GRANTING OF LETTERS OF ADMINISTRATION |
---|
7375 | 7375 | | Sec. 306.003. ORDER GRANTING LETTERS |
---|
7376 | 7376 | | Sec. 306.004. ISSUANCE OF ORIGINAL LETTERS |
---|
7377 | 7377 | | Sec. 306.005. FORM AND CONTENT OF LETTERS |
---|
7378 | 7378 | | Sec. 306.006. REPLACEMENT AND OTHER ADDITIONAL LETTERS |
---|
7379 | 7379 | | Sec. 306.007. EFFECT OF LETTERS OR CERTIFICATE |
---|
7380 | 7380 | | CHAPTER 306. GRANTING AND |
---|
7381 | 7381 | | ISSUANCE OF LETTERS |
---|
7382 | 7382 | | Sec. 306.001. GRANTING OF LETTERS TESTAMENTARY. (a) |
---|
7383 | 7383 | | Before the 21st day after the date a will has been probated, the |
---|
7384 | 7384 | | court shall grant letters testamentary, if permitted by law, to |
---|
7385 | 7385 | | each executor appointed by the will who: |
---|
7386 | 7386 | | (1) is not disqualified; and |
---|
7387 | 7387 | | (2) is willing to accept the trust and qualify |
---|
7388 | 7388 | | according to law. |
---|
7389 | 7389 | | (b) Failure of the court to issue letters testamentary |
---|
7390 | 7390 | | within the period prescribed by this section does not affect the |
---|
7391 | 7391 | | validity of any letters testamentary issued in accordance with law |
---|
7392 | 7392 | | after that period. (Tex. Prob. Code, Secs. 178(a), (c).) |
---|
7393 | 7393 | | Sec. 306.002. GRANTING OF LETTERS OF ADMINISTRATION. (a) |
---|
7394 | 7394 | | Subject to Subsection (b), the court hearing an application under |
---|
7395 | 7395 | | Chapter 301 shall grant: |
---|
7396 | 7396 | | (1) the administration of a decedent's estate if the |
---|
7397 | 7397 | | decedent died intestate; or |
---|
7398 | 7398 | | (2) the administration of the decedent's estate with |
---|
7399 | 7399 | | the will annexed if the decedent died leaving a will but: |
---|
7400 | 7400 | | (A) the will does not name an executor; or |
---|
7401 | 7401 | | (B) the executor named in the will: |
---|
7402 | 7402 | | (i) is deceased; |
---|
7403 | 7403 | | (ii) fails to accept and qualify before the |
---|
7404 | 7404 | | 21st day after the date the will is probated; or |
---|
7405 | 7405 | | (iii) fails to present the will for probate |
---|
7406 | 7406 | | before the 31st day after the date of the decedent's death and the |
---|
7407 | 7407 | | court finds there was no good cause for that failure. |
---|
7408 | 7408 | | (b) The court may not grant any administration of an estate |
---|
7409 | 7409 | | unless a necessity for the administration exists, as determined by |
---|
7410 | 7410 | | the court. |
---|
7411 | 7411 | | (c) The court may find other instances of necessity for an |
---|
7412 | 7412 | | administration based on proof before the court, but a necessity is |
---|
7413 | 7413 | | considered to exist if: |
---|
7414 | 7414 | | (1) there are two or more debts against the estate; |
---|
7415 | 7415 | | (2) there is a desire for the county court to partition |
---|
7416 | 7416 | | the estate among the distributees; or |
---|
7417 | 7417 | | (3) the administration is necessary to receive or |
---|
7418 | 7418 | | recover funds or other property due the estate. (Tex. Prob. Code, |
---|
7419 | 7419 | | Sec. 178(b).) |
---|
7420 | 7420 | | Sec. 306.003. ORDER GRANTING LETTERS. When letters |
---|
7421 | 7421 | | testamentary or of administration are granted, the court shall |
---|
7422 | 7422 | | enter an order to that effect stating: |
---|
7423 | 7423 | | (1) the name of the decedent; |
---|
7424 | 7424 | | (2) the name of the person to whom the letters are |
---|
7425 | 7425 | | granted; |
---|
7426 | 7426 | | (3) the amount of any required bond; |
---|
7427 | 7427 | | (4) the name of at least one but not more than three |
---|
7428 | 7428 | | disinterested persons appointed to appraise the estate and return |
---|
7429 | 7429 | | the appraisement to the court, if: |
---|
7430 | 7430 | | (A) any interested person applies to the court |
---|
7431 | 7431 | | for the appointment of an appraiser; or |
---|
7432 | 7432 | | (B) the court considers an appraisement to be |
---|
7433 | 7433 | | necessary; and |
---|
7434 | 7434 | | (5) that the clerk shall issue letters in accordance |
---|
7435 | 7435 | | with the order when the person to whom the letters are granted has |
---|
7436 | 7436 | | qualified according to law. (Tex. Prob. Code, Sec. 181.) |
---|
7437 | 7437 | | Sec. 306.004. ISSUANCE OF ORIGINAL LETTERS. When an |
---|
7438 | 7438 | | executor or administrator has qualified in the manner required by |
---|
7439 | 7439 | | law, the clerk of the court granting the letters testamentary or of |
---|
7440 | 7440 | | administration shall promptly issue and deliver the letters to the |
---|
7441 | 7441 | | executor or administrator. If more than one person qualifies as |
---|
7442 | 7442 | | executor or administrator, the clerk shall issue the letters to |
---|
7443 | 7443 | | each person who qualifies. (Tex. Prob. Code, Sec. 182.) |
---|
7444 | 7444 | | Sec. 306.005. FORM AND CONTENT OF LETTERS. Letters |
---|
7445 | 7445 | | testamentary or of administration shall be in the form of a |
---|
7446 | 7446 | | certificate of the clerk of the court granting the letters, |
---|
7447 | 7447 | | attested by the court's seal, that states: |
---|
7448 | 7448 | | (1) the executor or administrator, as applicable, has |
---|
7449 | 7449 | | qualified as executor or administrator in the manner required by |
---|
7450 | 7450 | | law; |
---|
7451 | 7451 | | (2) the date of the qualification; and |
---|
7452 | 7452 | | (3) the name of the decedent. (Tex. Prob. Code, Sec. |
---|
7453 | 7453 | | 183.) |
---|
7454 | 7454 | | Sec. 306.006. REPLACEMENT AND OTHER ADDITIONAL LETTERS. |
---|
7455 | 7455 | | When letters testamentary or of administration have been destroyed |
---|
7456 | 7456 | | or lost, the clerk shall issue other letters to replace the original |
---|
7457 | 7457 | | letters, which have the same effect as the original letters. The |
---|
7458 | 7458 | | clerk shall also issue any number of letters as and when requested |
---|
7459 | 7459 | | by the person or persons who hold the letters. (Tex. Prob. Code, |
---|
7460 | 7460 | | Sec. 187.) |
---|
7461 | 7461 | | Sec. 306.007. EFFECT OF LETTERS OR CERTIFICATE. Letters |
---|
7462 | 7462 | | testamentary or of administration or a certificate of the clerk of |
---|
7463 | 7463 | | the court that granted the letters, under the court's seal, |
---|
7464 | 7464 | | indicating that the letters have been issued, is sufficient |
---|
7465 | 7465 | | evidence of: |
---|
7466 | 7466 | | (1) the appointment and qualification of the personal |
---|
7467 | 7467 | | representative of an estate; and |
---|
7468 | 7468 | | (2) the date of qualification. (Tex. Prob. Code, Sec. |
---|
7469 | 7469 | | 186.) |
---|
7470 | 7470 | | CHAPTER 307. VALIDITY OF CERTAIN ACTS OF EXECUTORS AND ADMINISTRATORS |
---|
7471 | 7471 | | ADMINISTRATORS |
---|
7472 | 7472 | | Sec. 307.001. RIGHTS OF GOOD FAITH PURCHASERS |
---|
7473 | 7473 | | Sec. 307.002. JOINT EXECUTORS OR ADMINISTRATORS |
---|
7474 | 7474 | | CHAPTER 307. VALIDITY OF CERTAIN ACTS OF EXECUTORS AND |
---|
7475 | 7475 | | ADMINISTRATORS |
---|
7476 | 7476 | | Sec. 307.001. RIGHTS OF GOOD FAITH PURCHASERS. (a) This |
---|
7477 | 7477 | | section applies only to an act performed by a qualified executor or |
---|
7478 | 7478 | | administrator in that capacity and in conformity with the law and |
---|
7479 | 7479 | | the executor's or administrator's authority. |
---|
7480 | 7480 | | (b) An act continues to be valid for all intents and |
---|
7481 | 7481 | | purposes in regard to the rights of an innocent purchaser who |
---|
7482 | 7482 | | purchases any of the estate property from the executor or |
---|
7483 | 7483 | | administrator for valuable consideration, in good faith, and |
---|
7484 | 7484 | | without notice of any illegality in the title to the property, even |
---|
7485 | 7485 | | if the act or the authority under which the act was performed is |
---|
7486 | 7486 | | subsequently set aside, annulled, and declared invalid. (Tex. |
---|
7487 | 7487 | | Prob. Code, Sec. 188.) |
---|
7488 | 7488 | | Sec. 307.002. JOINT EXECUTORS OR ADMINISTRATORS. (a) |
---|
7489 | 7489 | | Except as provided by Subsection (b), if there is more than one |
---|
7490 | 7490 | | executor or administrator of an estate at the same time, the acts of |
---|
7491 | 7491 | | one of the executors or administrators in that capacity are valid as |
---|
7492 | 7492 | | if all the executors or administrators had acted jointly. If one of |
---|
7493 | 7493 | | the executors or administrators dies, resigns, or is removed, a |
---|
7494 | 7494 | | co-executor or co-administrator of the estate shall proceed with |
---|
7495 | 7495 | | the administration as if the death, resignation, or removal had not |
---|
7496 | 7496 | | occurred. |
---|
7497 | 7497 | | (b) If there is more than one executor or administrator of |
---|
7498 | 7498 | | an estate at the same time, all of the qualified executors or |
---|
7499 | 7499 | | administrators who are acting in that capacity must join in the |
---|
7500 | 7500 | | conveyance of real estate unless the court, after due hearing, |
---|
7501 | 7501 | | authorizes fewer than all to act. (Tex. Prob. Code, Sec. 240.) |
---|
7502 | 7502 | | CHAPTER 308. NOTICE TO BENEFICIARIES AND CLAIMANTS |
---|
7503 | 7503 | | SUBCHAPTER A. NOTICE TO CERTAIN BENEFICIARIES AFTER PROBATE OF WILL |
---|
7504 | 7504 | | WILL |
---|
7505 | 7505 | | Sec. 308.001. DEFINITION |
---|
7506 | 7506 | | Sec. 308.002. REQUIRED NOTICE TO CERTAIN BENEFICIARIES |
---|
7507 | 7507 | | AFTER PROBATE OF WILL |
---|
7508 | 7508 | | Sec. 308.003. CONTENTS OF NOTICE |
---|
7509 | 7509 | | Sec. 308.004. AFFIDAVIT OR CERTIFICATE |
---|
7510 | 7510 | | [Sections 308.005-308.050 reserved for expansion] |
---|
7511 | 7511 | | SUBCHAPTER B. NOTICE TO CLAIMANTS |
---|
7512 | 7512 | | Sec. 308.051. REQUIRED NOTICE REGARDING PRESENTMENT OF |
---|
7513 | 7513 | | CLAIMS IN GENERAL |
---|
7514 | 7514 | | Sec. 308.052. PROOF OF PUBLICATION |
---|
7515 | 7515 | | Sec. 308.053. REQUIRED NOTICE TO SECURED CREDITOR |
---|
7516 | 7516 | | Sec. 308.054. PERMISSIVE NOTICE TO UNSECURED CREDITOR |
---|
7517 | 7517 | | Sec. 308.055. ONE NOTICE SUFFICIENT |
---|
7518 | 7518 | | Sec. 308.056. LIABILITY FOR FAILURE TO GIVE REQUIRED |
---|
7519 | 7519 | | NOTICE |
---|
7520 | 7520 | | CHAPTER 308. NOTICE TO BENEFICIARIES AND CLAIMANTS |
---|
7521 | 7521 | | SUBCHAPTER A. NOTICE TO CERTAIN BENEFICIARIES AFTER PROBATE OF |
---|
7522 | 7522 | | WILL |
---|
7523 | 7523 | | Sec. 308.001. DEFINITION. In this subchapter, |
---|
7524 | 7524 | | "beneficiary" means a person, entity, state, governmental agency of |
---|
7525 | 7525 | | the state, charitable organization, or trust entitled to receive |
---|
7526 | 7526 | | property under the terms of a decedent's will, to be determined for |
---|
7527 | 7527 | | purposes of this subchapter with the assumption that each person |
---|
7528 | 7528 | | who is alive on the date of the decedent's death survives any period |
---|
7529 | 7529 | | required to receive the bequest as specified by the terms of the |
---|
7530 | 7530 | | will. (Tex. Prob. Code, Sec. 128A(a), as amended Ch. 801, Acts 80th |
---|
7531 | 7531 | | Leg., R.S., 2007.) |
---|
7532 | 7532 | | Sec. 308.002. REQUIRED NOTICE TO CERTAIN BENEFICIARIES |
---|
7533 | 7533 | | AFTER PROBATE OF WILL. (a) Except as provided by Subsection (c), |
---|
7534 | 7534 | | not later than the 60th day after the date of an order admitting a |
---|
7535 | 7535 | | decedent's will to probate, the personal representative of the |
---|
7536 | 7536 | | decedent's estate, including an independent executor or |
---|
7537 | 7537 | | independent administrator, shall give notice that complies with |
---|
7538 | 7538 | | Section 308.003 to each beneficiary named in the will whose |
---|
7539 | 7539 | | identity and address are known to the representative or, through |
---|
7540 | 7540 | | reasonable diligence, can be ascertained. If, after the 60th day |
---|
7541 | 7541 | | after the date of the order, the representative becomes aware of the |
---|
7542 | 7542 | | identity and address of a beneficiary who was not given notice on or |
---|
7543 | 7543 | | before the 60th day, the representative shall give the notice as |
---|
7544 | 7544 | | soon as possible after becoming aware of that information. |
---|
7545 | 7545 | | (b) Notwithstanding the requirement under Subsection (a) |
---|
7546 | 7546 | | that the personal representative give the notice to the |
---|
7547 | 7547 | | beneficiary, the representative shall give the notice with respect |
---|
7548 | 7548 | | to a beneficiary described by this subsection as follows: |
---|
7549 | 7549 | | (1) if the beneficiary is a trust, to the trustee, |
---|
7550 | 7550 | | unless the representative is the trustee, in which case the |
---|
7551 | 7551 | | representative shall give the notice to the person or class of |
---|
7552 | 7552 | | persons first eligible to receive the trust income, to be |
---|
7553 | 7553 | | determined for purposes of this subdivision as if the trust were in |
---|
7554 | 7554 | | existence on the date of the decedent's death; |
---|
7555 | 7555 | | (2) if the beneficiary has a court-appointed guardian |
---|
7556 | 7556 | | or conservator, to that guardian or conservator; |
---|
7557 | 7557 | | (3) if the beneficiary is a minor for whom no guardian |
---|
7558 | 7558 | | or conservator has been appointed, to a parent of the minor; and |
---|
7559 | 7559 | | (4) if the beneficiary is a charity that for any reason |
---|
7560 | 7560 | | cannot be notified, to the attorney general. |
---|
7561 | 7561 | | (c) A personal representative is not required to give the |
---|
7562 | 7562 | | notice otherwise required by this section to a beneficiary who: |
---|
7563 | 7563 | | (1) made an appearance in the proceeding with respect |
---|
7564 | 7564 | | to the decedent's estate before the will was admitted to probate; or |
---|
7565 | 7565 | | (2) received a copy of the will that was admitted to |
---|
7566 | 7566 | | probate and waived the right to receive the notice in an instrument |
---|
7567 | 7567 | | that: |
---|
7568 | 7568 | | (A) acknowledges the receipt of the copy of the |
---|
7569 | 7569 | | will; |
---|
7570 | 7570 | | (B) is signed by the beneficiary; and |
---|
7571 | 7571 | | (C) is filed with the court. |
---|
7572 | 7572 | | (d) The notice required by this section must be sent by |
---|
7573 | 7573 | | registered or certified mail, return receipt requested. (Tex. |
---|
7574 | 7574 | | Prob. Code, Secs. 128A(b), (c), (d), (f).) |
---|
7575 | 7575 | | Sec. 308.003. CONTENTS OF NOTICE. The notice required by |
---|
7576 | 7576 | | Section 308.002 must: |
---|
7577 | 7577 | | (1) state: |
---|
7578 | 7578 | | (A) the name and address of the beneficiary to |
---|
7579 | 7579 | | whom the notice is given or, for a beneficiary described by Section |
---|
7580 | 7580 | | 308.002(b), the name and address of the beneficiary for whom the |
---|
7581 | 7581 | | notice is given and of the person to whom the notice is given; |
---|
7582 | 7582 | | (B) the decedent's name; |
---|
7583 | 7583 | | (C) that the decedent's will has been admitted to |
---|
7584 | 7584 | | probate; |
---|
7585 | 7585 | | (D) that the beneficiary to whom or for whom the |
---|
7586 | 7586 | | notice is given is named as a beneficiary in the will; and |
---|
7587 | 7587 | | (E) the personal representative's name and |
---|
7588 | 7588 | | contact information; and |
---|
7589 | 7589 | | (2) contain as attachments a copy of the will admitted |
---|
7590 | 7590 | | to probate and of the order admitting the will to probate. (Tex. |
---|
7591 | 7591 | | Prob. Code, Sec. 128A(e).) |
---|
7592 | 7592 | | Sec. 308.004. AFFIDAVIT OR CERTIFICATE. (a) Not later than |
---|
7593 | 7593 | | the 90th day after the date of an order admitting a will to probate, |
---|
7594 | 7594 | | the personal representative shall file with the clerk of the court |
---|
7595 | 7595 | | in which the decedent's estate is pending a sworn affidavit of the |
---|
7596 | 7596 | | representative or a certificate signed by the representative's |
---|
7597 | 7597 | | attorney stating: |
---|
7598 | 7598 | | (1) for each beneficiary to whom notice was required |
---|
7599 | 7599 | | to be given under this subchapter, the name and address of the |
---|
7600 | 7600 | | beneficiary to whom the representative gave the notice or, for a |
---|
7601 | 7601 | | beneficiary described by Section 308.002(b), the name and address |
---|
7602 | 7602 | | of the beneficiary and of the person to whom the notice was given; |
---|
7603 | 7603 | | (2) the name and address of each beneficiary who filed |
---|
7604 | 7604 | | a waiver of the notice; |
---|
7605 | 7605 | | (3) the name of each beneficiary whose identity or |
---|
7606 | 7606 | | address could not be ascertained despite the representative's |
---|
7607 | 7607 | | exercise of reasonable diligence; and |
---|
7608 | 7608 | | (4) any other information necessary to explain the |
---|
7609 | 7609 | | representative's inability to give the notice to or for any |
---|
7610 | 7610 | | beneficiary as required by this subchapter. |
---|
7611 | 7611 | | (b) The affidavit or certificate required by Subsection (a) |
---|
7612 | 7612 | | may be included with any pleading or other document filed with the |
---|
7613 | 7613 | | court clerk, including the inventory, appraisement, and list of |
---|
7614 | 7614 | | claims or an application for an extension of the deadline to file |
---|
7615 | 7615 | | the inventory, appraisement, and list of claims, provided that the |
---|
7616 | 7616 | | pleading or other document is filed not later than the date the |
---|
7617 | 7617 | | affidavit or certificate is required to be filed under Subsection |
---|
7618 | 7618 | | (a). (Tex. Prob. Code, Secs. 128A(g), (h).) |
---|
7619 | 7619 | | [Sections 308.005-308.050 reserved for expansion] |
---|
7620 | 7620 | | SUBCHAPTER B. NOTICE TO CLAIMANTS |
---|
7621 | 7621 | | Sec. 308.051. REQUIRED NOTICE REGARDING PRESENTMENT OF |
---|
7622 | 7622 | | CLAIMS IN GENERAL. (a) Within one month after receiving letters |
---|
7623 | 7623 | | testamentary or of administration, a personal representative of an |
---|
7624 | 7624 | | estate shall provide notice requiring each person who has a claim |
---|
7625 | 7625 | | against the estate to present the claim within the period |
---|
7626 | 7626 | | prescribed by law by: |
---|
7627 | 7627 | | (1) having the notice published in a newspaper printed |
---|
7628 | 7628 | | in the county in which the letters were issued; and |
---|
7629 | 7629 | | (2) if the decedent remitted or should have remitted |
---|
7630 | 7630 | | taxes administered by the comptroller, sending the notice to the |
---|
7631 | 7631 | | comptroller by certified or registered mail. |
---|
7632 | 7632 | | (b) Notice provided under Subsection (a) must include: |
---|
7633 | 7633 | | (1) the date the letters testamentary or of |
---|
7634 | 7634 | | administration were issued to the personal representative; |
---|
7635 | 7635 | | (2) the address to which a claim may be presented; and |
---|
7636 | 7636 | | (3) an instruction of the representative's choice that |
---|
7637 | 7637 | | the claim be addressed in care of: |
---|
7638 | 7638 | | (A) the representative; |
---|
7639 | 7639 | | (B) the representative's attorney; or |
---|
7640 | 7640 | | (C) "Representative, Estate of __________" |
---|
7641 | 7641 | | (naming the estate). |
---|
7642 | 7642 | | (c) If a newspaper is not printed in the county in which the |
---|
7643 | 7643 | | letters testamentary or of administration were issued, the notice |
---|
7644 | 7644 | | must be posted and the return made and filed as otherwise required |
---|
7645 | 7645 | | by this title. (Tex. Prob. Code, Secs. 294(a), (c).) |
---|
7646 | 7646 | | Sec. 308.052. PROOF OF PUBLICATION. A copy of the published |
---|
7647 | 7647 | | notice required by Section 308.051(a)(1), together with the |
---|
7648 | 7648 | | publisher's affidavit, sworn to and subscribed before a proper |
---|
7649 | 7649 | | officer, to the effect that the notice was published as provided in |
---|
7650 | 7650 | | this title for the service of citation or notice by publication, |
---|
7651 | 7651 | | shall be filed in the court in which the cause is pending. (Tex. |
---|
7652 | 7652 | | Prob. Code, Sec. 294(b).) |
---|
7653 | 7653 | | Sec. 308.053. REQUIRED NOTICE TO SECURED CREDITOR. (a) |
---|
7654 | 7654 | | Within two months after receiving letters testamentary or of |
---|
7655 | 7655 | | administration, a personal representative of an estate shall give |
---|
7656 | 7656 | | notice of the issuance of the letters to each person the |
---|
7657 | 7657 | | representative knows to have a claim for money against the estate |
---|
7658 | 7658 | | that is secured by estate property. |
---|
7659 | 7659 | | (b) Within a reasonable period after a personal |
---|
7660 | 7660 | | representative obtains actual knowledge of the existence of a |
---|
7661 | 7661 | | person who has a secured claim for money against the estate and to |
---|
7662 | 7662 | | whom notice was not previously given, the representative shall give |
---|
7663 | 7663 | | notice to the person of the issuance of the letters testamentary or |
---|
7664 | 7664 | | of administration. |
---|
7665 | 7665 | | (c) Notice provided under this section must be: |
---|
7666 | 7666 | | (1) sent by certified or registered mail, return |
---|
7667 | 7667 | | receipt requested; and |
---|
7668 | 7668 | | (2) addressed to the record holder of the claim at the |
---|
7669 | 7669 | | record holder's last known post office address. |
---|
7670 | 7670 | | (d) The following shall be filed with the clerk of the court |
---|
7671 | 7671 | | in which the letters testamentary or of administration were issued: |
---|
7672 | 7672 | | (1) a copy of each notice and of each return receipt; |
---|
7673 | 7673 | | and |
---|
7674 | 7674 | | (2) the personal representative's affidavit stating: |
---|
7675 | 7675 | | (A) that the notice was mailed as required by |
---|
7676 | 7676 | | law; and |
---|
7677 | 7677 | | (B) the name of the person to whom the notice was |
---|
7678 | 7678 | | mailed, if that name is not shown on the notice or receipt. (Tex. |
---|
7679 | 7679 | | Prob. Code, Sec. 295.) |
---|
7680 | 7680 | | Sec. 308.054. PERMISSIVE NOTICE TO UNSECURED CREDITOR. (a) |
---|
7681 | 7681 | | At any time before an estate administration is closed, a personal |
---|
7682 | 7682 | | representative may give notice by certified or registered mail, |
---|
7683 | 7683 | | return receipt requested, to an unsecured creditor who has a claim |
---|
7684 | 7684 | | for money against the estate. |
---|
7685 | 7685 | | (b) Notice given under Subsection (a) must: |
---|
7686 | 7686 | | (1) expressly state that the creditor must present the |
---|
7687 | 7687 | | claim within four months after the date of the receipt of the notice |
---|
7688 | 7688 | | or the claim is barred, if the claim is not barred by the general |
---|
7689 | 7689 | | statutes of limitation; and |
---|
7690 | 7690 | | (2) include: |
---|
7691 | 7691 | | (A) the date the letters testamentary or of |
---|
7692 | 7692 | | administration held by the personal representative were issued to |
---|
7693 | 7693 | | the representative; |
---|
7694 | 7694 | | (B) the address to which the claim may be |
---|
7695 | 7695 | | presented; and |
---|
7696 | 7696 | | (C) an instruction of the representative's |
---|
7697 | 7697 | | choice that the claim be addressed in care of: |
---|
7698 | 7698 | | (i) the representative; |
---|
7699 | 7699 | | (ii) the representative's attorney; or |
---|
7700 | 7700 | | (iii) "Representative, Estate of _______" |
---|
7701 | 7701 | | (naming the estate). (Tex. Prob. Code, Sec. 294(d).) |
---|
7702 | 7702 | | Sec. 308.055. ONE NOTICE SUFFICIENT. A personal |
---|
7703 | 7703 | | representative is not required to give a notice required by Section |
---|
7704 | 7704 | | 308.051 or 308.053 if another person also appointed as personal |
---|
7705 | 7705 | | representative of the estate or a former personal representative of |
---|
7706 | 7706 | | the estate has given that notice. (Tex. Prob. Code, Sec. 296.) |
---|
7707 | 7707 | | Sec. 308.056. LIABILITY FOR FAILURE TO GIVE REQUIRED |
---|
7708 | 7708 | | NOTICE. A personal representative who fails to give a notice |
---|
7709 | 7709 | | required by Section 308.051 or 308.053, or to cause the notice to be |
---|
7710 | 7710 | | given, and the sureties on the representative's bond are liable for |
---|
7711 | 7711 | | any damage a person suffers due to that neglect, unless it appears |
---|
7712 | 7712 | | that the person otherwise had notice. (Tex. Prob. Code, Sec. 297.) |
---|
7713 | 7713 | | CHAPTER 309. INVENTORY, APPRAISEMENT, AND LIST OF CLAIMS |
---|
7714 | 7714 | | SUBCHAPTER A. APPRAISERS |
---|
7715 | 7715 | | Sec. 309.001. APPOINTMENT OF APPRAISERS |
---|
7716 | 7716 | | Sec. 309.002. APPRAISERS' FEES |
---|
7717 | 7717 | | Sec. 309.003. FAILURE OR REFUSAL TO ACT BY APPRAISERS |
---|
7718 | 7718 | | [Sections 309.004-309.050 reserved for expansion] |
---|
7719 | 7719 | | SUBCHAPTER B. REQUIREMENTS FOR INVENTORY, APPRAISEMENT, AND LIST OF CLAIMS |
---|
7720 | 7720 | | OF CLAIMS |
---|
7721 | 7721 | | Sec. 309.051. INVENTORY AND APPRAISEMENT |
---|
7722 | 7722 | | Sec. 309.052. LIST OF CLAIMS |
---|
7723 | 7723 | | Sec. 309.053. AFFIDAVIT OF PERSONAL REPRESENTATIVE |
---|
7724 | 7724 | | Sec. 309.054. APPROVAL OR DISAPPROVAL BY THE COURT |
---|
7725 | 7725 | | Sec. 309.055. FAILURE OF JOINT PERSONAL |
---|
7726 | 7726 | | APPRAISEMENT, AND LIST OF CLAIMS |
---|
7727 | 7727 | | [Sections 309.056-309.100 reserved for expansion] |
---|
7728 | 7728 | | SUBCHAPTER C. CHANGES TO INVENTORY, APPRAISEMENT, AND LIST OF CLAIMS |
---|
7729 | 7729 | | CLAIMS |
---|
7730 | 7730 | | Sec. 309.101. DISCOVERY OF ADDITIONAL PROPERTY OR |
---|
7731 | 7731 | | CLAIMS |
---|
7732 | 7732 | | Sec. 309.102. ADDITIONAL INVENTORY AND APPRAISEMENT OR |
---|
7733 | 7733 | | LIST OF CLAIMS |
---|
7734 | 7734 | | Sec. 309.103. CORRECTION OF INVENTORY, APPRAISEMENT, |
---|
7735 | 7735 | | UNJUST ITEM |
---|
7736 | 7736 | | Sec. 309.104. REAPPRAISEMENT |
---|
7737 | 7737 | | [Sections 309.105-309.150 reserved for expansion] |
---|
7738 | 7738 | | SUBCHAPTER D. USE OF INVENTORY, APPRAISEMENT, AND LIST OF CLAIMS AS EVIDENCE |
---|
7739 | 7739 | | EVIDENCE |
---|
7740 | 7740 | | Sec. 309.151. USE OF INVENTORY, APPRAISEMENT, AND LIST |
---|
7741 | 7741 | | OF CLAIMS AS EVIDENCE |
---|
7742 | 7742 | | CHAPTER 309. INVENTORY, APPRAISEMENT, AND LIST OF CLAIMS |
---|
7743 | 7743 | | SUBCHAPTER A. APPRAISERS |
---|
7744 | 7744 | | Sec. 309.001. APPOINTMENT OF APPRAISERS. (a) At any time |
---|
7745 | 7745 | | after letters testamentary or of administration are granted, the |
---|
7746 | 7746 | | court, for good cause, on the court's own motion or on the motion of |
---|
7747 | 7747 | | an interested party shall appoint at least one but not more than |
---|
7748 | 7748 | | three disinterested persons who are residents of the county in |
---|
7749 | 7749 | | which the letters were granted to appraise the estate property. |
---|
7750 | 7750 | | (b) At any time after letters testamentary or of |
---|
7751 | 7751 | | administration are granted, the court, for good cause shown, on the |
---|
7752 | 7752 | | court's own motion or on the motion of an interested person shall |
---|
7753 | 7753 | | appoint at least one but not more than three disinterested persons |
---|
7754 | 7754 | | who are residents of the county in which the letters were granted to |
---|
7755 | 7755 | | appraise the estate property. |
---|
7756 | 7756 | | (c) If the court makes an appointment under Subsection (a) |
---|
7757 | 7757 | | or (b) and part of the estate is located in a county other than the |
---|
7758 | 7758 | | county in which the letters were granted, the court, if the court |
---|
7759 | 7759 | | considers necessary, may appoint at least one but not more than |
---|
7760 | 7760 | | three disinterested persons who are residents of the county in |
---|
7761 | 7761 | | which the relevant part of the estate is located to appraise the |
---|
7762 | 7762 | | estate property located in that county. (Tex. Prob. Code, Sec. 248, |
---|
7763 | 7763 | | as amended Acts 79th Leg., R.S., Chs. 701, 765.) |
---|
7764 | 7764 | | Sec. 309.002. APPRAISERS' FEES. An appraiser appointed by |
---|
7765 | 7765 | | the court as herein authorized is entitled to receive compensation, |
---|
7766 | 7766 | | payable out of the estate, of at least $5 for each day the appraiser |
---|
7767 | 7767 | | actually serves in performing the appraiser's duties. (Tex. Prob. |
---|
7768 | 7768 | | Code, Sec. 253.) |
---|
7769 | 7769 | | Sec. 309.003. FAILURE OR REFUSAL TO ACT BY APPRAISERS. If |
---|
7770 | 7770 | | an appraiser appointed under Section 309.001 fails or refuses to |
---|
7771 | 7771 | | act, the court by one or more similar orders shall remove the |
---|
7772 | 7772 | | appraiser and appoint one or more other appraisers, as the case |
---|
7773 | 7773 | | requires. (Tex. Prob. Code, Sec. 249.) |
---|
7774 | 7774 | | [Sections 309.004-309.050 reserved for expansion] |
---|
7775 | 7775 | | SUBCHAPTER B. REQUIREMENTS FOR INVENTORY, APPRAISEMENT, AND LIST |
---|
7776 | 7776 | | OF CLAIMS |
---|
7777 | 7777 | | Sec. 309.051. INVENTORY AND APPRAISEMENT. (a) Except as |
---|
7778 | 7778 | | provided by Subsection (c) or unless a longer period is granted by |
---|
7779 | 7779 | | the court, before the 91st day after the date the personal |
---|
7780 | 7780 | | representative qualifies, the representative shall file with the |
---|
7781 | 7781 | | court clerk a single written instrument that contains a verified, |
---|
7782 | 7782 | | full, and detailed inventory of all estate property that has come |
---|
7783 | 7783 | | into the representative's possession or of which the representative |
---|
7784 | 7784 | | has knowledge. The inventory must: |
---|
7785 | 7785 | | (1) include: |
---|
7786 | 7786 | | (A) all estate real property located in this |
---|
7787 | 7787 | | state; and |
---|
7788 | 7788 | | (B) all estate personal property regardless of |
---|
7789 | 7789 | | where the property is located; and |
---|
7790 | 7790 | | (2) specify: |
---|
7791 | 7791 | | (A) which portion of the property, if any, is |
---|
7792 | 7792 | | separate property and which, if any, is community property; and |
---|
7793 | 7793 | | (B) if estate property is owned in common with |
---|
7794 | 7794 | | others, the interest of the estate in that property and the names |
---|
7795 | 7795 | | and relationship, if known, of the co-owners. |
---|
7796 | 7796 | | (b) The personal representative shall: |
---|
7797 | 7797 | | (1) set out in the inventory the representative's |
---|
7798 | 7798 | | appraisement of the fair market value on the date of the decedent's |
---|
7799 | 7799 | | death of each item in the inventory; or |
---|
7800 | 7800 | | (2) if the court has appointed one or more appraisers |
---|
7801 | 7801 | | for the estate under Subchapter A: |
---|
7802 | 7802 | | (A) determine the fair market value of each item |
---|
7803 | 7803 | | in the inventory with the assistance of the appraiser or |
---|
7804 | 7804 | | appraisers; and |
---|
7805 | 7805 | | (B) set out that appraisement in the inventory. |
---|
7806 | 7806 | | (c) The court for good cause shown may require the personal |
---|
7807 | 7807 | | representative to file the inventory and appraisement within a |
---|
7808 | 7808 | | shorter period than the period prescribed by Subsection (a). |
---|
7809 | 7809 | | (d) The inventory, when approved by the court and filed with |
---|
7810 | 7810 | | the court clerk, is for all purposes the inventory and appraisement |
---|
7811 | 7811 | | of the estate referred to in this title. (Tex. Prob. Code, Sec. |
---|
7812 | 7812 | | 250.) |
---|
7813 | 7813 | | Sec. 309.052. LIST OF CLAIMS. A complete list of claims due |
---|
7814 | 7814 | | or owing to the estate must be attached to the inventory and |
---|
7815 | 7815 | | appraisement required by Section 309.051. The list of claims must |
---|
7816 | 7816 | | state: |
---|
7817 | 7817 | | (1) the name and, if known, address of each person |
---|
7818 | 7818 | | indebted to the estate; and |
---|
7819 | 7819 | | (2) regarding each claim: |
---|
7820 | 7820 | | (A) the nature of the debt, whether by note, |
---|
7821 | 7821 | | bill, bond, or other written obligation, or by account or verbal |
---|
7822 | 7822 | | contract; |
---|
7823 | 7823 | | (B) the date the debt was incurred; |
---|
7824 | 7824 | | (C) the date the debt was or is due; |
---|
7825 | 7825 | | (D) the amount of the claim, the rate of interest |
---|
7826 | 7826 | | on the claim, and the period for which the claim bears interest; |
---|
7827 | 7827 | | (E) whether the claim is separate property or |
---|
7828 | 7828 | | community property; and |
---|
7829 | 7829 | | (F) if any portion of the claim is held in common |
---|
7830 | 7830 | | with others, the interest of the estate in the claim and the names |
---|
7831 | 7831 | | and relationships, if any, of the other part owners. (Tex. Prob. |
---|
7832 | 7832 | | Code, Sec. 251.) |
---|
7833 | 7833 | | Sec. 309.053. AFFIDAVIT OF PERSONAL REPRESENTATIVE. The |
---|
7834 | 7834 | | personal representative shall attach to the inventory, |
---|
7835 | 7835 | | appraisement, and list of claims the representative's affidavit, |
---|
7836 | 7836 | | subscribed and sworn to before an officer in the county authorized |
---|
7837 | 7837 | | by law to administer oaths, that the inventory, appraisement, and |
---|
7838 | 7838 | | list of claims are a true and complete statement of the property and |
---|
7839 | 7839 | | claims of the estate of which the representative has knowledge. |
---|
7840 | 7840 | | (Tex. Prob. Code, Sec. 252.) |
---|
7841 | 7841 | | Sec. 309.054. APPROVAL OR DISAPPROVAL BY THE COURT. (a) On |
---|
7842 | 7842 | | the filing of the inventory, appraisement, and list of claims with |
---|
7843 | 7843 | | the court clerk, the judge shall examine and approve or disapprove |
---|
7844 | 7844 | | the inventory, appraisement, and list of claims. |
---|
7845 | 7845 | | (b) If the judge approves the inventory, appraisement, and |
---|
7846 | 7846 | | list of claims, the judge shall enter an order to that effect. |
---|
7847 | 7847 | | (c) If the judge does not approve the inventory, |
---|
7848 | 7848 | | appraisement, or list of claims, the judge: |
---|
7849 | 7849 | | (1) shall enter an order to that effect requiring the |
---|
7850 | 7850 | | filing of another inventory, appraisement, or list of claims, |
---|
7851 | 7851 | | whichever is not approved, within a period specified in the order |
---|
7852 | 7852 | | not to exceed 20 days after the date the order is entered; and |
---|
7853 | 7853 | | (2) may, if considered necessary, appoint new |
---|
7854 | 7854 | | appraisers. (Tex. Prob. Code, Sec. 255.) |
---|
7855 | 7855 | | Sec. 309.055. FAILURE OF JOINT PERSONAL REPRESENTATIVES TO |
---|
7856 | 7856 | | FILE INVENTORY, APPRAISEMENT, AND LIST OF CLAIMS. (a) If more than |
---|
7857 | 7857 | | one personal representative qualifies to serve, any one or more of |
---|
7858 | 7858 | | the representatives, on the neglect of the other representatives, |
---|
7859 | 7859 | | may make and file an inventory, appraisement, and list of claims. |
---|
7860 | 7860 | | (b) A personal representative who neglects to make or file |
---|
7861 | 7861 | | an inventory, appraisement, and list of claims may not interfere |
---|
7862 | 7862 | | with and does not have any power over the estate after another |
---|
7863 | 7863 | | representative makes and files an inventory, appraisement, and list |
---|
7864 | 7864 | | of claims. |
---|
7865 | 7865 | | (c) The personal representative who files the inventory, |
---|
7866 | 7866 | | appraisement, and list of claims is entitled to the whole |
---|
7867 | 7867 | | administration unless, before the 61st day after the date the |
---|
7868 | 7868 | | representative files the inventory, appraisement, and list of |
---|
7869 | 7869 | | claims, one or more delinquent representatives file with the court |
---|
7870 | 7870 | | a written, sworn, and reasonable excuse that the court considers |
---|
7871 | 7871 | | satisfactory. The court shall enter an order removing one or more |
---|
7872 | 7872 | | delinquent representatives and revoking those representatives' |
---|
7873 | 7873 | | letters if: |
---|
7874 | 7874 | | (1) an excuse is not filed; or |
---|
7875 | 7875 | | (2) the court does not consider the filed excuse |
---|
7876 | 7876 | | sufficient. (Tex. Prob. Code, Sec. 260.) |
---|
7877 | 7877 | | [Sections 309.056-309.100 reserved for expansion] |
---|
7878 | 7878 | | SUBCHAPTER C. CHANGES TO INVENTORY, APPRAISEMENT, AND LIST OF |
---|
7879 | 7879 | | CLAIMS |
---|
7880 | 7880 | | Sec. 309.101. DISCOVERY OF ADDITIONAL PROPERTY OR CLAIMS. |
---|
7881 | 7881 | | If after the filing of the inventory, appraisement, and list of |
---|
7882 | 7882 | | claims the personal representative acquires possession or |
---|
7883 | 7883 | | knowledge of property or claims of the estate not included in the |
---|
7884 | 7884 | | inventory, appraisement, and list of claims the representative |
---|
7885 | 7885 | | shall promptly file with the court clerk a verified, full, and |
---|
7886 | 7886 | | detailed supplemental inventory, appraisement, and list of claims. |
---|
7887 | 7887 | | (Tex. Prob. Code, Sec. 256.) |
---|
7888 | 7888 | | Sec. 309.102. ADDITIONAL INVENTORY AND APPRAISEMENT OR LIST |
---|
7889 | 7889 | | OF CLAIMS. (a) On the written complaint of any interested person |
---|
7890 | 7890 | | that property or claims of the estate have not been included in the |
---|
7891 | 7891 | | filed inventory, appraisement, and list of claims, the personal |
---|
7892 | 7892 | | representative shall be cited to appear before the court in which |
---|
7893 | 7893 | | the cause is pending and show cause why the representative should |
---|
7894 | 7894 | | not be required to make and file an additional inventory and |
---|
7895 | 7895 | | appraisement or list of claims, or both, as applicable. |
---|
7896 | 7896 | | (b) After hearing the complaint, if the court is satisfied |
---|
7897 | 7897 | | of the truth of the complaint, the court shall enter an order |
---|
7898 | 7898 | | requiring the personal representative to make and file an |
---|
7899 | 7899 | | additional inventory and appraisement or list of claims, or both, |
---|
7900 | 7900 | | as applicable. The additional inventory and appraisement or list |
---|
7901 | 7901 | | of claims: |
---|
7902 | 7902 | | (1) must be made and filed in the same manner as the |
---|
7903 | 7903 | | original inventory and appraisement or list of claims within the |
---|
7904 | 7904 | | period prescribed by the court, not to exceed 20 days after the date |
---|
7905 | 7905 | | the order is entered; and |
---|
7906 | 7906 | | (2) may include only property or claims not previously |
---|
7907 | 7907 | | included in the inventory and appraisement or list of claims. (Tex. |
---|
7908 | 7908 | | Prob. Code, Sec. 257.) |
---|
7909 | 7909 | | Sec. 309.103. CORRECTION OF INVENTORY, APPRAISEMENT, OR |
---|
7910 | 7910 | | LIST OF CLAIMS FOR ERRONEOUS OR UNJUST ITEM. (a) Any interested |
---|
7911 | 7911 | | person who considers an inventory, appraisement, or list of claims |
---|
7912 | 7912 | | filed for the estate to be erroneous or unjust in any particular |
---|
7913 | 7913 | | may: |
---|
7914 | 7914 | | (1) file a written complaint setting forth the alleged |
---|
7915 | 7915 | | erroneous or unjust item; and |
---|
7916 | 7916 | | (2) have the personal representative cited to appear |
---|
7917 | 7917 | | before the court and show cause why the item should not be |
---|
7918 | 7918 | | corrected. |
---|
7919 | 7919 | | (b) On the hearing of the complaint, if the court is |
---|
7920 | 7920 | | satisfied from the evidence that the inventory, appraisement, or |
---|
7921 | 7921 | | list of claims is erroneous or unjust as alleged in the complaint, |
---|
7922 | 7922 | | the court shall enter an order: |
---|
7923 | 7923 | | (1) specifying the erroneous or unjust item and the |
---|
7924 | 7924 | | corrections to be made; and |
---|
7925 | 7925 | | (2) appointing appraisers to make a new appraisement |
---|
7926 | 7926 | | correcting the erroneous or unjust item and requiring the filing of |
---|
7927 | 7927 | | the new appraisement before the 21st day after the date of the |
---|
7928 | 7928 | | order. |
---|
7929 | 7929 | | (c) The court on the court's own motion or that of the |
---|
7930 | 7930 | | personal representative may also have a new appraisement made for |
---|
7931 | 7931 | | the purposes described by this section. (Tex. Prob. Code, Sec. |
---|
7932 | 7932 | | 258.) |
---|
7933 | 7933 | | Sec. 309.104. REAPPRAISEMENT. (a) A reappraisement made, |
---|
7934 | 7934 | | filed, and approved by the court replaces the original |
---|
7935 | 7935 | | appraisement. Not more than one reappraisement may be made. |
---|
7936 | 7936 | | (b) Notwithstanding Subsection (a), an interested person |
---|
7937 | 7937 | | may object to a reappraisement regardless of whether the court has |
---|
7938 | 7938 | | approved the reappraisement. If the court finds that the |
---|
7939 | 7939 | | reappraisement is erroneous or unjust, the court shall appraise the |
---|
7940 | 7940 | | property on the basis of the evidence before the court. (Tex. Prob. |
---|
7941 | 7941 | | Code, Sec. 259.) |
---|
7942 | 7942 | | [Sections 309.105-309.150 reserved for expansion] |
---|
7943 | 7943 | | SUBCHAPTER D. USE OF INVENTORY, APPRAISEMENT, AND LIST OF CLAIMS AS |
---|
7944 | 7944 | | EVIDENCE |
---|
7945 | 7945 | | Sec. 309.151. USE OF INVENTORY, APPRAISEMENT, AND LIST OF |
---|
7946 | 7946 | | CLAIMS AS EVIDENCE. Each inventory, appraisement, and list of |
---|
7947 | 7947 | | claims that has been made, filed, and approved in accordance with |
---|
7948 | 7948 | | law, the record of the inventory, appraisement, and list of claims, |
---|
7949 | 7949 | | or a copy of an original or the record that has been certified under |
---|
7950 | 7950 | | the seal of the county court affixed by the clerk: |
---|
7951 | 7951 | | (1) may be given in evidence in any court of this state |
---|
7952 | 7952 | | in any suit by or against the personal representative; and |
---|
7953 | 7953 | | (2) is not conclusive for or against the |
---|
7954 | 7954 | | representative if it is shown that: |
---|
7955 | 7955 | | (A) any property or claim of the estate is not |
---|
7956 | 7956 | | shown in the originals, the record, or the copies; or |
---|
7957 | 7957 | | (B) the value of the property or claim of the |
---|
7958 | 7958 | | estate exceeded the value shown in the appraisement or list of |
---|
7959 | 7959 | | claims. (Tex. Prob. Code, Sec. 261.) |
---|
7960 | 7960 | | CHAPTER 310. ALLOCATION OF ESTATE INCOME AND EXPENSES |
---|
7961 | 7961 | | Sec. 310.001. DEFINITION |
---|
7962 | 7962 | | Sec. 310.002. APPLICABILITY OF OTHER LAW |
---|
7963 | 7963 | | Sec. 310.003. ALLOCATION OF EXPENSES |
---|
7964 | 7964 | | Sec. 310.004. INCOME DETERMINATION AND DISTRIBUTION |
---|
7965 | 7965 | | Sec. 310.005. TREATMENT OF INCOME RECEIVED BY TRUSTEE |
---|
7966 | 7966 | | Sec. 310.006. FREQUENCY AND METHOD OF DETERMINING |
---|
7967 | 7967 | | INTERESTS IN CERTAIN ESTATE ASSETS |
---|
7968 | 7968 | | CHAPTER 310. ALLOCATION OF ESTATE INCOME AND EXPENSES |
---|
7969 | 7969 | | Sec. 310.001. DEFINITION. In this chapter, "undistributed |
---|
7970 | 7970 | | assets" includes funds used to pay debts, administration expenses, |
---|
7971 | 7971 | | and federal and state estate, inheritance, succession, and |
---|
7972 | 7972 | | generation-skipping transfer taxes until the date the debts, |
---|
7973 | 7973 | | expenses, and taxes are paid. (Tex. Prob. Code, Sec. 378B(h) |
---|
7974 | 7974 | | (part).) |
---|
7975 | 7975 | | Sec. 310.002. APPLICABILITY OF OTHER LAW. Chapter 116, |
---|
7976 | 7976 | | Property Code, controls to the extent of any conflict between this |
---|
7977 | 7977 | | chapter and Chapter 116, Property Code. (Tex. Prob. Code, Sec. |
---|
7978 | 7978 | | 378B(i).) |
---|
7979 | 7979 | | Sec. 310.003. ALLOCATION OF EXPENSES. (a) Except as |
---|
7980 | 7980 | | provided by Section 310.004(a) and unless the will provides |
---|
7981 | 7981 | | otherwise, all expenses incurred in connection with the settlement |
---|
7982 | 7982 | | of a decedent's estate shall be charged against the principal of the |
---|
7983 | 7983 | | estate, including: |
---|
7984 | 7984 | | (1) debts; |
---|
7985 | 7985 | | (2) funeral expenses; |
---|
7986 | 7986 | | (3) estate taxes and penalties relating to estate |
---|
7987 | 7987 | | taxes; and |
---|
7988 | 7988 | | (4) family allowances. |
---|
7989 | 7989 | | (b) Fees and expenses of an attorney, accountant, or other |
---|
7990 | 7990 | | professional advisor, commissions and expenses of a personal |
---|
7991 | 7991 | | representative, court costs, and all other similar fees or expenses |
---|
7992 | 7992 | | relating to the administration of the estate and interest relating |
---|
7993 | 7993 | | to estate taxes shall be allocated between the income and principal |
---|
7994 | 7994 | | of the estate as the executor determines in the executor's |
---|
7995 | 7995 | | discretion to be just and equitable. (Tex. Prob. Code, Sec. |
---|
7996 | 7996 | | 378B(a).) |
---|
7997 | 7997 | | Sec. 310.004. INCOME DETERMINATION AND DISTRIBUTION. (a) |
---|
7998 | 7998 | | Unless a will provides otherwise, income from the assets of a |
---|
7999 | 7999 | | decedent's estate that accrues after the death of the testator and |
---|
8000 | 8000 | | before distribution, including income from property used to |
---|
8001 | 8001 | | discharge liabilities, shall be: |
---|
8002 | 8002 | | (1) determined according to the rules applicable to a |
---|
8003 | 8003 | | trustee under the Texas Trust Code (Subtitle B, Title 9, Property |
---|
8004 | 8004 | | Code); and |
---|
8005 | 8005 | | (2) distributed as provided by Subsections (b) and (c) |
---|
8006 | 8006 | | and by Chapter 116, Property Code. |
---|
8007 | 8007 | | (b) Income from property devised to a specific devisee shall |
---|
8008 | 8008 | | be distributed to the devisee after reduction for: |
---|
8009 | 8009 | | (1) property taxes; |
---|
8010 | 8010 | | (2) other taxes, including taxes imposed on income |
---|
8011 | 8011 | | that accrues during the period of administration and that is |
---|
8012 | 8012 | | payable to the devisee; |
---|
8013 | 8013 | | (3) ordinary repairs; |
---|
8014 | 8014 | | (4) insurance premiums; |
---|
8015 | 8015 | | (5) interest accrued after the testator's death; and |
---|
8016 | 8016 | | (6) other expenses of management and operation of the |
---|
8017 | 8017 | | property. |
---|
8018 | 8018 | | (c) The balance of the net income shall be distributed to |
---|
8019 | 8019 | | all other devisees after reduction for the balance of property |
---|
8020 | 8020 | | taxes, ordinary repairs, insurance premiums, interest accrued, |
---|
8021 | 8021 | | other expenses of management and operation of all property from |
---|
8022 | 8022 | | which the estate is entitled to income, and taxes imposed on income |
---|
8023 | 8023 | | that accrues during the period of administration and that is |
---|
8024 | 8024 | | payable or allocable to the devisees, in proportion to the |
---|
8025 | 8025 | | devisees' respective interests in the undistributed assets of the |
---|
8026 | 8026 | | estate. (Tex. Prob. Code, Secs. 378B(b), (c), (d).) |
---|
8027 | 8027 | | Sec. 310.005. TREATMENT OF INCOME RECEIVED BY TRUSTEE. |
---|
8028 | 8028 | | Income received by a trustee under this chapter shall be treated as |
---|
8029 | 8029 | | income of the trust as provided by Section 116.101, Property Code. |
---|
8030 | 8030 | | (Tex. Prob. Code, Sec. 378B(g).) |
---|
8031 | 8031 | | Sec. 310.006. FREQUENCY AND METHOD OF DETERMINING INTERESTS |
---|
8032 | 8032 | | IN CERTAIN ESTATE ASSETS. Except as required by Sections 2055 and |
---|
8033 | 8033 | | 2056, Internal Revenue Code of 1986 (26 U.S.C. Sections 2055 and |
---|
8034 | 8034 | | 2056), the frequency and method of determining the beneficiaries' |
---|
8035 | 8035 | | respective interests in the undistributed assets of an estate are |
---|
8036 | 8036 | | in the sole and absolute discretion of the executor of the estate. |
---|
8037 | 8037 | | The executor may consider all relevant factors, including |
---|
8038 | 8038 | | administrative convenience and expense and the interests of the |
---|
8039 | 8039 | | various beneficiaries of the estate, to reach a fair and equitable |
---|
8040 | 8040 | | result among beneficiaries. (Tex. Prob. Code, Sec. 378B(h) |
---|
8041 | 8041 | | (part).) |
---|
8042 | 8042 | | [Chapters 311-350 reserved for expansion] |
---|
8043 | 8043 | | SUBTITLE H. CONTINUATION OF ADMINISTRATION |
---|
8044 | 8044 | | CHAPTER 351. POWERS AND DUTIES OF PERSONAL REPRESENTATIVES IN GENERAL |
---|
8045 | 8045 | | GENERAL |
---|
8046 | 8046 | | SUBCHAPTER A. GENERAL PROVISIONS |
---|
8047 | 8047 | | Sec. 351.001. APPLICABILITY OF COMMON LAW |
---|
8048 | 8048 | | Sec. 351.002. APPEAL BOND |
---|
8049 | 8049 | | Sec. 351.003. CERTAIN COSTS ADJUDGED AGAINST PERSONAL |
---|
8050 | 8050 | | REPRESENTATIVE |
---|
8051 | 8051 | | [Sections 351.004-351.050 reserved for expansion] |
---|
8052 | 8052 | | SUBCHAPTER B. GENERAL AUTHORITY OF PERSONAL REPRESENTATIVES |
---|
8053 | 8053 | | Sec. 351.051. EXERCISE OF AUTHORITY UNDER COURT ORDER |
---|
8054 | 8054 | | Sec. 351.052. EXERCISE OF AUTHORITY WITHOUT COURT |
---|
8055 | 8055 | | ORDER |
---|
8056 | 8056 | | Sec. 351.053. AUTHORITY TO SERVE PENDING APPEAL OF |
---|
8057 | 8057 | | APPOINTMENT |
---|
8058 | 8058 | | Sec. 351.054. AUTHORITY TO COMMENCE SUITS |
---|
8059 | 8059 | | [Sections 351.055-351.100 reserved for expansion] |
---|
8060 | 8060 | | SUBCHAPTER C. POSSESSION AND CARE OF ESTATE PROPERTY |
---|
8061 | 8061 | | Sec. 351.101. DUTY OF CARE |
---|
8062 | 8062 | | Sec. 351.102. POSSESSION OF PERSONAL PROPERTY AND |
---|
8063 | 8063 | | RECORDS |
---|
8064 | 8064 | | Sec. 351.103. POSSESSION OF PROPERTY HELD IN COMMON |
---|
8065 | 8065 | | OWNERSHIP |
---|
8066 | 8066 | | Sec. 351.104. ADMINISTRATION OF PARTNERSHIP INTEREST |
---|
8067 | 8067 | | Sec. 351.105. HOLDING OF STOCKS, BONDS, AND OTHER |
---|
8068 | 8068 | | PERSONAL PROPERTY IN NOMINEE'S NAME |
---|
8069 | 8069 | | [Sections 351.106-351.150 reserved for expansion] |
---|
8070 | 8070 | | SUBCHAPTER D. COLLECTION OF CLAIMS; RECOVERY OF PROPERTY |
---|
8071 | 8071 | | Sec. 351.151. ORDINARY DILIGENCE REQUIRED |
---|
8072 | 8072 | | Sec. 351.152. CONTINGENT INTEREST FOR CERTAIN |
---|
8073 | 8073 | | ATTORNEY'S FEES; COURT APPROVAL |
---|
8074 | 8074 | | Sec. 351.153. RECOVERY OF CERTAIN EXPENSES |
---|
8075 | 8075 | | [Sections 351.154-351.200 reserved for expansion] |
---|
8076 | 8076 | | SUBCHAPTER E. OPERATION OF BUSINESS |
---|
8077 | 8077 | | Sec. 351.201. DEFINITION |
---|
8078 | 8078 | | Sec. 351.202. ORDER REQUIRING PERSONAL REPRESENTATIVE |
---|
8079 | 8079 | | TO OPERATE BUSINESS |
---|
8080 | 8080 | | Sec. 351.203. POWERS OF PERSONAL REPRESENTATIVE |
---|
8081 | 8081 | | REGARDING BUSINESS |
---|
8082 | 8082 | | Sec. 351.204. FIDUCIARY DUTIES OF PERSONAL |
---|
8083 | 8083 | | REPRESENTATIVE REGARDING BUSINESS |
---|
8084 | 8084 | | Sec. 351.205. REAL PROPERTY OF BUSINESS; NOTICE |
---|
8085 | 8085 | | [Sections 351.206-351.250 reserved for expansion] |
---|
8086 | 8086 | | SUBCHAPTER F. AUTHORITY TO ENGAGE IN CERTAIN BORROWING |
---|
8087 | 8087 | | Sec. 351.251. MORTGAGE OR PLEDGE OF ESTATE PROPERTY |
---|
8088 | 8088 | | AUTHORIZED IN CERTAIN CIRCUMSTANCES |
---|
8089 | 8089 | | Sec. 351.252. APPLICATION; ORDER |
---|
8090 | 8090 | | Sec. 351.253. TERM OF LOAN OR LIEN EXTENSION |
---|
8091 | 8091 | | [Sections 351.254-351.300 reserved for expansion] |
---|
8092 | 8092 | | SUBCHAPTER G. PAYMENT OF INCOME OF CERTAIN ESTATES DURING ADMINISTRATION |
---|
8093 | 8093 | | ADMINISTRATION |
---|
8094 | 8094 | | Sec. 351.301. APPLICABILITY OF SUBCHAPTER |
---|
8095 | 8095 | | Sec. 351.302. APPLICATION AND ORDER FOR PAYMENT OF |
---|
8096 | 8096 | | CERTAIN ESTATE INCOME |
---|
8097 | 8097 | | Sec. 351.303. TREATMENT OF CERTAIN AMOUNTS RECEIVED |
---|
8098 | 8098 | | FROM MINERAL LEASE |
---|
8099 | 8099 | | [Sections 351.304-351.350 reserved for expansion] |
---|
8100 | 8100 | | SUBCHAPTER H. CERTAIN ADMINISTERED ESTATES |
---|
8101 | 8101 | | Sec. 351.351. APPLICABILITY |
---|
8102 | 8102 | | Sec. 351.352. ENSURING COMPLIANCE WITH LAW |
---|
8103 | 8103 | | Sec. 351.353. ANNUAL EXAMINATION OF CERTAIN ESTATES; |
---|
8104 | 8104 | | BOND OF PERSONAL REPRESENTATIVE |
---|
8105 | 8105 | | Sec. 351.354. JUDGE'S LIABILITY |
---|
8106 | 8106 | | Sec. 351.355. IDENTIFYING INFORMATION |
---|
8107 | 8107 | | CHAPTER 351. POWERS AND DUTIES OF PERSONAL REPRESENTATIVES IN |
---|
8108 | 8108 | | GENERAL |
---|
8109 | 8109 | | SUBCHAPTER A. GENERAL PROVISIONS |
---|
8110 | 8110 | | Sec. 351.001. APPLICABILITY OF COMMON LAW. The rights, |
---|
8111 | 8111 | | powers, and duties of executors and administrators are governed by |
---|
8112 | 8112 | | common law principles to the extent that those principles do not |
---|
8113 | 8113 | | conflict with the statutes of this state. (Tex. Prob. Code, Sec. |
---|
8114 | 8114 | | 32.) |
---|
8115 | 8115 | | Sec. 351.002. APPEAL BOND. (a) Except as provided by |
---|
8116 | 8116 | | Subsection (b), an appeal bond is not required if an appeal is taken |
---|
8117 | 8117 | | by an executor or administrator. |
---|
8118 | 8118 | | (b) An executor or administrator must give an appeal bond if |
---|
8119 | 8119 | | the appeal personally concerns the executor or administrator. |
---|
8120 | 8120 | | (Tex. Prob. Code, Sec. 29.) |
---|
8121 | 8121 | | Sec. 351.003. CERTAIN COSTS ADJUDGED AGAINST PERSONAL |
---|
8122 | 8122 | | REPRESENTATIVE. If a personal representative neglects to perform a |
---|
8123 | 8123 | | required duty or is removed for cause, the representative and the |
---|
8124 | 8124 | | sureties on the representative's bond are liable for: |
---|
8125 | 8125 | | (1) the costs of removal and other additional costs |
---|
8126 | 8126 | | incurred that are not expenditures authorized by this title; and |
---|
8127 | 8127 | | (2) reasonable attorney's fees incurred in: |
---|
8128 | 8128 | | (A) removing the representative; or |
---|
8129 | 8129 | | (B) obtaining compliance regarding any statutory |
---|
8130 | 8130 | | duty the representative has neglected. (Tex. Prob. Code, Sec. |
---|
8131 | 8131 | | 245.) |
---|
8132 | 8132 | | [Sections 351.004-351.050 reserved for expansion] |
---|
8133 | 8133 | | SUBCHAPTER B. GENERAL AUTHORITY OF PERSONAL REPRESENTATIVES |
---|
8134 | 8134 | | Sec. 351.051. EXERCISE OF AUTHORITY UNDER COURT ORDER. (a) |
---|
8135 | 8135 | | A personal representative of an estate may renew or extend any |
---|
8136 | 8136 | | obligation owed by or to the estate on application and order |
---|
8137 | 8137 | | authorizing the renewal or extension. If a personal representative |
---|
8138 | 8138 | | considers it in the interest of the estate, the representative may, |
---|
8139 | 8139 | | on written application to the court and if authorized by court |
---|
8140 | 8140 | | order: |
---|
8141 | 8141 | | (1) purchase or exchange property; |
---|
8142 | 8142 | | (2) take claims or property for the use and benefit of |
---|
8143 | 8143 | | the estate in payment of a debt due or owed to the estate; |
---|
8144 | 8144 | | (3) compound bad or doubtful debts due or owed to the |
---|
8145 | 8145 | | estate; |
---|
8146 | 8146 | | (4) make a compromise or settlement in relation to |
---|
8147 | 8147 | | property or a claim in dispute or litigation; |
---|
8148 | 8148 | | (5) compromise or pay in full any secured claim that |
---|
8149 | 8149 | | has been allowed and approved as required by law against the estate |
---|
8150 | 8150 | | by conveying to the holder of the claim the real estate or personal |
---|
8151 | 8151 | | property securing the claim: |
---|
8152 | 8152 | | (A) in full payment, liquidation, and |
---|
8153 | 8153 | | satisfaction of the claim; and |
---|
8154 | 8154 | | (B) in consideration of cancellation of notes, |
---|
8155 | 8155 | | deeds of trust, mortgages, chattel mortgages, or other evidences of |
---|
8156 | 8156 | | liens securing the payment of the claim; or |
---|
8157 | 8157 | | (6) abandon the administration of burdensome or |
---|
8158 | 8158 | | worthless estate property. |
---|
8159 | 8159 | | (b) Abandoned property may be foreclosed on by a mortgagee |
---|
8160 | 8160 | | or other secured party or a trustee without further court order. |
---|
8161 | 8161 | | (Tex. Prob. Code, Sec. 234(a).) |
---|
8162 | 8162 | | Sec. 351.052. EXERCISE OF AUTHORITY WITHOUT COURT ORDER. |
---|
8163 | 8163 | | (a) A personal representative of an estate may, without |
---|
8164 | 8164 | | application to or order of the court: |
---|
8165 | 8165 | | (1) release a lien on payment at maturity of the debt |
---|
8166 | 8166 | | secured by the lien; |
---|
8167 | 8167 | | (2) vote stocks by limited or general proxy; |
---|
8168 | 8168 | | (3) pay calls and assessments; |
---|
8169 | 8169 | | (4) insure the estate against liability in appropriate |
---|
8170 | 8170 | | cases; |
---|
8171 | 8171 | | (5) insure estate property against fire, theft, and |
---|
8172 | 8172 | | other hazards; or |
---|
8173 | 8173 | | (6) pay taxes, court costs, and bond premiums. |
---|
8174 | 8174 | | (b) A personal representative who is under court control may |
---|
8175 | 8175 | | apply and obtain a court order if the representative has doubts |
---|
8176 | 8176 | | regarding the propriety of the exercise of any power listed in |
---|
8177 | 8177 | | Subsection (a). (Tex. Prob. Code, Sec. 234(b).) |
---|
8178 | 8178 | | Sec. 351.053. AUTHORITY TO SERVE PENDING APPEAL OF |
---|
8179 | 8179 | | APPOINTMENT. Pending an appeal from an order or judgment |
---|
8180 | 8180 | | appointing an administrator or temporary administrator, the |
---|
8181 | 8181 | | appointee shall continue to: |
---|
8182 | 8182 | | (1) act as administrator or temporary administrator; |
---|
8183 | 8183 | | and |
---|
8184 | 8184 | | (2) prosecute any suit then pending in favor of the |
---|
8185 | 8185 | | estate. (Tex. Prob. Code, Sec. 28.) |
---|
8186 | 8186 | | Sec. 351.054. AUTHORITY TO COMMENCE SUITS. (a) An executor |
---|
8187 | 8187 | | or administrator appointed in this state may commence a suit for: |
---|
8188 | 8188 | | (1) recovery of personal property, debts, or damages; |
---|
8189 | 8189 | | or |
---|
8190 | 8190 | | (2) title to or possession of land, any right attached |
---|
8191 | 8191 | | to or arising from that land, or an injury or damage done to that |
---|
8192 | 8192 | | land. |
---|
8193 | 8193 | | (b) A judgment in a suit described by Subsection (a) is |
---|
8194 | 8194 | | conclusive, but may be set aside by any interested person for fraud |
---|
8195 | 8195 | | or collusion on the executor's or administrator's part. (Tex. Prob. |
---|
8196 | 8196 | | Code, Sec. 233A.) |
---|
8197 | 8197 | | [Sections 351.055-351.100 reserved for expansion] |
---|
8198 | 8198 | | SUBCHAPTER C. POSSESSION AND CARE OF ESTATE PROPERTY |
---|
8199 | 8199 | | Sec. 351.101. DUTY OF CARE. An executor or administrator of |
---|
8200 | 8200 | | an estate shall take care of estate property as a prudent person |
---|
8201 | 8201 | | would take of that person's own property, and if any buildings |
---|
8202 | 8202 | | belong to the estate, the executor or administrator shall keep |
---|
8203 | 8203 | | those buildings in good repair, except for extraordinary |
---|
8204 | 8204 | | casualties, unless directed by a court order not to do so. (Tex. |
---|
8205 | 8205 | | Prob. Code, Sec. 230.) |
---|
8206 | 8206 | | Sec. 351.102. POSSESSION OF PERSONAL PROPERTY AND RECORDS. |
---|
8207 | 8207 | | (a) Immediately after receiving letters testamentary or of |
---|
8208 | 8208 | | administration, the personal representative of an estate shall |
---|
8209 | 8209 | | collect and take possession of the estate's personal property, |
---|
8210 | 8210 | | record books, title papers, and other business papers. |
---|
8211 | 8211 | | (b) The personal representative shall deliver the property, |
---|
8212 | 8212 | | books, and papers described by Subsection (a) that are in the |
---|
8213 | 8213 | | representative's possession to the person or persons legally |
---|
8214 | 8214 | | entitled to the property, books, and papers when: |
---|
8215 | 8215 | | (1) the administration of the estate is closed; or |
---|
8216 | 8216 | | (2) a successor personal representative receives |
---|
8217 | 8217 | | letters testamentary or of administration. (Tex. Prob. Code, Sec. |
---|
8218 | 8218 | | 232.) |
---|
8219 | 8219 | | Sec. 351.103. POSSESSION OF PROPERTY HELD IN COMMON |
---|
8220 | 8220 | | OWNERSHIP. If an estate holds or owns any property in common or as |
---|
8221 | 8221 | | part owner with another, the personal representative of the estate |
---|
8222 | 8222 | | is entitled to possession of the property in common with the other |
---|
8223 | 8223 | | part owner or owners in the same manner as other owners in common or |
---|
8224 | 8224 | | joint owners are entitled to possession of the property. (Tex. |
---|
8225 | 8225 | | Prob. Code, Sec. 235.) |
---|
8226 | 8226 | | Sec. 351.104. ADMINISTRATION OF PARTNERSHIP INTEREST. (a) |
---|
8227 | 8227 | | If a decedent was a partner in a general partnership and the |
---|
8228 | 8228 | | partnership agreement or articles of partnership provide that, on |
---|
8229 | 8229 | | the death of a partner, the partner's personal representative is |
---|
8230 | 8230 | | entitled to that partner's place in the partnership, a personal |
---|
8231 | 8231 | | representative accordingly contracting to enter the partnership |
---|
8232 | 8232 | | under the partnership agreement or articles of partnership is, to |
---|
8233 | 8233 | | the extent allowed by law, liable to a third person only to the |
---|
8234 | 8234 | | extent of: |
---|
8235 | 8235 | | (1) the deceased partner's capital in the partnership; |
---|
8236 | 8236 | | and |
---|
8237 | 8237 | | (2) the estate's assets held by the representative. |
---|
8238 | 8238 | | (b) This section does not exonerate a personal |
---|
8239 | 8239 | | representative from liability for the representative's negligence. |
---|
8240 | 8240 | | (Tex. Prob. Code, Sec. 238A.) |
---|
8241 | 8241 | | Sec. 351.105. HOLDING OF STOCKS, BONDS, AND OTHER PERSONAL |
---|
8242 | 8242 | | PROPERTY IN NOMINEE'S NAME. (a) Unless otherwise provided by the |
---|
8243 | 8243 | | will, a personal representative of an estate may cause stocks, |
---|
8244 | 8244 | | bonds, and other personal property of the estate to be registered |
---|
8245 | 8245 | | and held in the name of a nominee without mentioning the fiduciary |
---|
8246 | 8246 | | relationship in any instrument or record constituting or evidencing |
---|
8247 | 8247 | | title to that property. The representative is liable for the acts |
---|
8248 | 8248 | | of the nominee with respect to property registered in this manner. |
---|
8249 | 8249 | | The representative's records must at all times show the ownership |
---|
8250 | 8250 | | of the property. |
---|
8251 | 8251 | | (b) Any property registered in the manner described by |
---|
8252 | 8252 | | Subsection (a) shall be kept: |
---|
8253 | 8253 | | (1) in the possession and control of the personal |
---|
8254 | 8254 | | representative at all times; and |
---|
8255 | 8255 | | (2) separate from the representative's individual |
---|
8256 | 8256 | | property. (Tex. Prob. Code, Sec. 398A.) |
---|
8257 | 8257 | | [Sections 351.106-351.150 reserved for expansion] |
---|
8258 | 8258 | | SUBCHAPTER D. COLLECTION OF CLAIMS; RECOVERY OF PROPERTY |
---|
8259 | 8259 | | Sec. 351.151. ORDINARY DILIGENCE REQUIRED. (a) If there is |
---|
8260 | 8260 | | a reasonable prospect of collecting the claims or recovering the |
---|
8261 | 8261 | | property of an estate, the personal representative of the estate |
---|
8262 | 8262 | | shall use ordinary diligence to: |
---|
8263 | 8263 | | (1) collect all claims and debts due the estate; and |
---|
8264 | 8264 | | (2) recover possession of all property to which the |
---|
8265 | 8265 | | estate has claim or title. |
---|
8266 | 8266 | | (b) If a personal representative wilfully neglects to use |
---|
8267 | 8267 | | the ordinary diligence required under Subsection (a), the |
---|
8268 | 8268 | | representative and the sureties on the representative's bond are |
---|
8269 | 8269 | | liable, on the suit of any person interested in the estate, for the |
---|
8270 | 8270 | | use of the estate, for the amount of those claims or the value of |
---|
8271 | 8271 | | that property lost by the neglect. (Tex. Prob. Code, Sec. 233(a).) |
---|
8272 | 8272 | | Sec. 351.152. CONTINGENT INTEREST FOR CERTAIN ATTORNEY'S |
---|
8273 | 8273 | | FEES; COURT APPROVAL. (a) Except as provided by Subsection (b) and |
---|
8274 | 8274 | | subject only to the approval of the court in which the estate is |
---|
8275 | 8275 | | being administered, a personal representative may convey or enter |
---|
8276 | 8276 | | into a contract to convey for attorney services a contingent |
---|
8277 | 8277 | | interest in any property sought to be recovered, not to exceed a |
---|
8278 | 8278 | | one-third interest in the property. |
---|
8279 | 8279 | | (b) A personal representative, including an independent |
---|
8280 | 8280 | | executor or independent administrator, may convey or enter into a |
---|
8281 | 8281 | | contract to convey for attorney services a contingent interest in |
---|
8282 | 8282 | | any property sought to be recovered under this subchapter in an |
---|
8283 | 8283 | | amount that exceeds a one-third interest in the property only on the |
---|
8284 | 8284 | | approval of the court in which the estate is being administered. |
---|
8285 | 8285 | | The court must approve a contract entered into or conveyance made |
---|
8286 | 8286 | | under this section before an attorney performs any legal services. |
---|
8287 | 8287 | | A contract entered into or a conveyance made in violation of this |
---|
8288 | 8288 | | section is void unless the court ratifies or reforms the contract or |
---|
8289 | 8289 | | documents relating to the conveyance to the extent necessary to |
---|
8290 | 8290 | | make the contract or conveyance meet the requirements of this |
---|
8291 | 8291 | | section. |
---|
8292 | 8292 | | (c) In approving a contract or conveyance under this |
---|
8293 | 8293 | | section, the court shall consider: |
---|
8294 | 8294 | | (1) the time and labor required, the novelty and |
---|
8295 | 8295 | | difficulty of the questions involved, and the skill required to |
---|
8296 | 8296 | | perform the legal services properly; |
---|
8297 | 8297 | | (2) the fee customarily charged in the locality for |
---|
8298 | 8298 | | similar legal services; |
---|
8299 | 8299 | | (3) the value of the property recovered or sought to be |
---|
8300 | 8300 | | recovered by the personal representative under this subchapter; |
---|
8301 | 8301 | | (4) the benefits to the estate that the attorney will |
---|
8302 | 8302 | | be responsible for securing; and |
---|
8303 | 8303 | | (5) the experience and ability of the attorney who |
---|
8304 | 8304 | | will perform the services. (Tex. Prob. Code, Secs. 233(b), (c), |
---|
8305 | 8305 | | (d).) |
---|
8306 | 8306 | | Sec. 351.153. RECOVERY OF CERTAIN EXPENSES. On proof |
---|
8307 | 8307 | | satisfactory to the court, a personal representative of an estate |
---|
8308 | 8308 | | is entitled to all necessary and reasonable expenses incurred by |
---|
8309 | 8309 | | the representative in: |
---|
8310 | 8310 | | (1) collecting or attempting to collect a claim or |
---|
8311 | 8311 | | debt owed to the estate; or |
---|
8312 | 8312 | | (2) recovering or attempting to recover property to |
---|
8313 | 8313 | | which the estate has a title or claim. (Tex. Prob. Code, Sec. |
---|
8314 | 8314 | | 233(e).) |
---|
8315 | 8315 | | [Sections 351.154-351.200 reserved for expansion] |
---|
8316 | 8316 | | SUBCHAPTER E. OPERATION OF BUSINESS |
---|
8317 | 8317 | | Sec. 351.201. DEFINITION. In this subchapter, "business" |
---|
8318 | 8318 | | includes a farm, ranch, or factory. (Tex. Prob. Code, Sec. 238(a).) |
---|
8319 | 8319 | | Sec. 351.202. ORDER REQUIRING PERSONAL REPRESENTATIVE TO |
---|
8320 | 8320 | | OPERATE BUSINESS. (a) A court, after notice to all interested |
---|
8321 | 8321 | | persons and a hearing, may order the personal representative of an |
---|
8322 | 8322 | | estate to operate a business that is part of the estate and may |
---|
8323 | 8323 | | grant the representative the powers to operate the business that |
---|
8324 | 8324 | | the court determines are appropriate, after considering the factors |
---|
8325 | 8325 | | listed in Subsection (b), if: |
---|
8326 | 8326 | | (1) the disposition of the business has not been |
---|
8327 | 8327 | | specifically directed by the decedent's will; |
---|
8328 | 8328 | | (2) it is not necessary to sell the business at once |
---|
8329 | 8329 | | for the payment of debts or for any other lawful purpose; and |
---|
8330 | 8330 | | (3) the court determines that the operation of the |
---|
8331 | 8331 | | business by the representative is in the best interest of the |
---|
8332 | 8332 | | estate. |
---|
8333 | 8333 | | (b) In determining which powers to grant a personal |
---|
8334 | 8334 | | representative in an order entered under Subsection (a), the court |
---|
8335 | 8335 | | shall consider: |
---|
8336 | 8336 | | (1) the condition of the estate and the business; |
---|
8337 | 8337 | | (2) the necessity that may exist for the future sale of |
---|
8338 | 8338 | | the business or of business property to provide for payment of debts |
---|
8339 | 8339 | | or claims against the estate or other lawful expenditures with |
---|
8340 | 8340 | | respect to the estate; |
---|
8341 | 8341 | | (3) the effect of the order on the speedy settlement of |
---|
8342 | 8342 | | the estate; and |
---|
8343 | 8343 | | (4) the best interests of the estate. (Tex. Prob. |
---|
8344 | 8344 | | Code, Secs. 238(b), (f).) |
---|
8345 | 8345 | | Sec. 351.203. POWERS OF PERSONAL REPRESENTATIVE REGARDING |
---|
8346 | 8346 | | BUSINESS. (a) A personal representative granted authority to |
---|
8347 | 8347 | | operate a business in an order entered under Section 351.202(a) has |
---|
8348 | 8348 | | the powers granted under Section 351.052, regardless of whether the |
---|
8349 | 8349 | | order specifies that the representative has those powers, unless |
---|
8350 | 8350 | | the order specifically provides that the representative does not |
---|
8351 | 8351 | | have one or more of the powers listed in Section 351.052. |
---|
8352 | 8352 | | (b) In addition to the powers granted to the personal |
---|
8353 | 8353 | | representative under Section 351.052, subject to any specific |
---|
8354 | 8354 | | limitation on those powers in accordance with Subsection (a), an |
---|
8355 | 8355 | | order entered under Section 351.202(a) may grant the representative |
---|
8356 | 8356 | | one or more of the following powers: |
---|
8357 | 8357 | | (1) the power to hire, pay, and terminate the |
---|
8358 | 8358 | | employment of employees of the business; |
---|
8359 | 8359 | | (2) the power to incur debt on behalf of the business, |
---|
8360 | 8360 | | including debt secured by liens against assets of the business or |
---|
8361 | 8361 | | estate, if permitted or directed by the order; |
---|
8362 | 8362 | | (3) the power to purchase and sell property in the |
---|
8363 | 8363 | | ordinary course of the operation of the business, including the |
---|
8364 | 8364 | | power to purchase and sell real property if the court finds that the |
---|
8365 | 8365 | | principal purpose of the business is the purchasing and selling of |
---|
8366 | 8366 | | real property and the order states that finding; |
---|
8367 | 8367 | | (4) the power to enter into a lease or contract, the |
---|
8368 | 8368 | | term of which may extend beyond the settlement of the estate, but |
---|
8369 | 8369 | | only to the extent that granting the power appears to be consistent |
---|
8370 | 8370 | | with the speedy settlement of the estate; and |
---|
8371 | 8371 | | (5) any other power the court finds necessary with |
---|
8372 | 8372 | | respect to the operation of the business. |
---|
8373 | 8373 | | (c) If the order entered under Section 351.202(a) gives the |
---|
8374 | 8374 | | personal representative the power to purchase, sell, lease, or |
---|
8375 | 8375 | | otherwise encumber property: |
---|
8376 | 8376 | | (1) the purchase, sale, lease, or encumbrance is |
---|
8377 | 8377 | | governed by the terms of the order; and |
---|
8378 | 8378 | | (2) the representative is not required to comply with |
---|
8379 | 8379 | | any other provision of this title regarding the purchase, sale, |
---|
8380 | 8380 | | lease, or encumbrance, including any provision requiring citation |
---|
8381 | 8381 | | or notice. (Tex. Prob. Code, Secs. 238(c), (d), (e).) |
---|
8382 | 8382 | | Sec. 351.204. FIDUCIARY DUTIES OF PERSONAL REPRESENTATIVE |
---|
8383 | 8383 | | REGARDING BUSINESS. (a) A personal representative who operates a |
---|
8384 | 8384 | | business under an order entered under Section 351.202(a) has the |
---|
8385 | 8385 | | same fiduciary duties as a representative who does not operate a |
---|
8386 | 8386 | | business that is part of an estate. |
---|
8387 | 8387 | | (b) In operating a business under an order entered under |
---|
8388 | 8388 | | Section 351.202(a), a personal representative shall consider: |
---|
8389 | 8389 | | (1) the condition of the estate and the business; |
---|
8390 | 8390 | | (2) the necessity that may exist for the future sale of |
---|
8391 | 8391 | | the business or of business property to provide for payment of debts |
---|
8392 | 8392 | | or claims against the estate or other lawful expenditures with |
---|
8393 | 8393 | | respect to the estate; |
---|
8394 | 8394 | | (3) the effect of the order on the speedy settlement of |
---|
8395 | 8395 | | the estate; and |
---|
8396 | 8396 | | (4) the best interests of the estate. |
---|
8397 | 8397 | | (c) A personal representative who operates a business under |
---|
8398 | 8398 | | an order entered under Section 351.202(a) shall report to the court |
---|
8399 | 8399 | | with respect to the operation and condition of the business as part |
---|
8400 | 8400 | | of the accounts required by Chapters 359 and 362, unless the court |
---|
8401 | 8401 | | orders the reports regarding the business to be made more |
---|
8402 | 8402 | | frequently or in a different manner or form. (Tex. Prob. Code, Sec. |
---|
8403 | 8403 | | 238(g).) |
---|
8404 | 8404 | | Sec. 351.205. REAL PROPERTY OF BUSINESS; NOTICE. (a) A |
---|
8405 | 8405 | | personal representative shall file a notice in the real property |
---|
8406 | 8406 | | records of the county in which the real property is located before |
---|
8407 | 8407 | | purchasing, selling, leasing, or otherwise encumbering any real |
---|
8408 | 8408 | | property of the business in accordance with an order entered under |
---|
8409 | 8409 | | Section 351.202(a). |
---|
8410 | 8410 | | (b) The notice filed under Subsection (a) must: |
---|
8411 | 8411 | | (1) state: |
---|
8412 | 8412 | | (A) the decedent's name; |
---|
8413 | 8413 | | (B) the county of the court in which the |
---|
8414 | 8414 | | decedent's estate is pending; |
---|
8415 | 8415 | | (C) the cause number assigned to the pending |
---|
8416 | 8416 | | estate; and |
---|
8417 | 8417 | | (D) that one or more orders have been entered |
---|
8418 | 8418 | | under Section 351.202(a); and |
---|
8419 | 8419 | | (2) include a description of the property that is the |
---|
8420 | 8420 | | subject of the purchase, sale, lease, or other encumbrance. |
---|
8421 | 8421 | | (c) For purposes of determining a personal representative's |
---|
8422 | 8422 | | authority with respect to a purchase, sale, lease, or other |
---|
8423 | 8423 | | encumbrance of real property of a business that is part of an |
---|
8424 | 8424 | | estate, a third party who deals in good faith with the |
---|
8425 | 8425 | | representative with respect to the transaction may rely on the |
---|
8426 | 8426 | | notice filed under Subsection (a) and an order entered under |
---|
8427 | 8427 | | Section 351.202(a) and filed as part of the estate records |
---|
8428 | 8428 | | maintained by the clerk of the court in which the estate is pending. |
---|
8429 | 8429 | | (Tex. Prob. Code, Secs. 238(h), (i).) |
---|
8430 | 8430 | | [Sections 351.206-351.250 reserved for expansion] |
---|
8431 | 8431 | | SUBCHAPTER F. AUTHORITY TO ENGAGE IN CERTAIN BORROWING |
---|
8432 | 8432 | | Sec. 351.251. MORTGAGE OR PLEDGE OF ESTATE PROPERTY |
---|
8433 | 8433 | | AUTHORIZED IN CERTAIN CIRCUMSTANCES. Under order of the court, a |
---|
8434 | 8434 | | personal representative of an estate may mortgage or pledge by deed |
---|
8435 | 8435 | | of trust or otherwise as security for an indebtedness any property |
---|
8436 | 8436 | | of the estate as necessary for: |
---|
8437 | 8437 | | (1) the payment of any ad valorem, income, gift, |
---|
8438 | 8438 | | estate, inheritance, or transfer taxes on the transfer of an estate |
---|
8439 | 8439 | | or due from a decedent or the estate, regardless of whether those |
---|
8440 | 8440 | | taxes are assessed by a state, a political subdivision of a state, |
---|
8441 | 8441 | | the federal government, or a foreign country; |
---|
8442 | 8442 | | (2) the payment of expenses of administration, |
---|
8443 | 8443 | | including amounts necessary for operation of a business, farm, or |
---|
8444 | 8444 | | ranch owned by the estate; |
---|
8445 | 8445 | | (3) the payment of claims allowed and approved, or |
---|
8446 | 8446 | | established by suit, against the estate; or |
---|
8447 | 8447 | | (4) the renewal and extension of an existing lien. |
---|
8448 | 8448 | | (Tex. Prob. Code, Sec. 329(a).) |
---|
8449 | 8449 | | Sec. 351.252. APPLICATION; ORDER. (a) If necessary to |
---|
8450 | 8450 | | borrow money for a purpose described by Section 351.251 or to create |
---|
8451 | 8451 | | or extend a lien on estate property as security, the personal |
---|
8452 | 8452 | | representative of the estate shall file a sworn application for |
---|
8453 | 8453 | | that authority with the court. The application must state fully and |
---|
8454 | 8454 | | in detail the circumstances that the representative believes make |
---|
8455 | 8455 | | the granting of the authority necessary. |
---|
8456 | 8456 | | (b) On the filing of an application under Subsection (a), |
---|
8457 | 8457 | | the clerk shall issue and have posted a citation to all interested |
---|
8458 | 8458 | | persons, stating the nature of the application and requiring any |
---|
8459 | 8459 | | interested person who chooses to do so to appear and show cause, if |
---|
8460 | 8460 | | any, why the application should not be granted. |
---|
8461 | 8461 | | (c) If satisfied by the evidence adduced at the hearing on |
---|
8462 | 8462 | | an application filed under Subsection (a) that it is in the interest |
---|
8463 | 8463 | | of the estate to borrow money or to extend and renew an existing |
---|
8464 | 8464 | | lien, the court shall issue an order to that effect that sets out |
---|
8465 | 8465 | | the terms of the authority granted under the order. |
---|
8466 | 8466 | | (d) If a new lien is created on estate property, the court |
---|
8467 | 8467 | | may require, for the protection of the estate and the creditors, |
---|
8468 | 8468 | | that the personal representative's general bond be increased or an |
---|
8469 | 8469 | | additional bond given, as for the sale of real property belonging to |
---|
8470 | 8470 | | the estate. (Tex. Prob. Code, Secs. 329(b), (c) (part).) |
---|
8471 | 8471 | | Sec. 351.253. TERM OF LOAN OR LIEN EXTENSION. Except as |
---|
8472 | 8472 | | otherwise provided by this section, the term of a loan or lien |
---|
8473 | 8473 | | renewal authorized under Section 351.252 may not exceed a period of |
---|
8474 | 8474 | | three years from the date original letters testamentary or of |
---|
8475 | 8475 | | administration are granted to the personal representative of the |
---|
8476 | 8476 | | affected estate. The court may authorize an extension of a lien |
---|
8477 | 8477 | | renewed under Section 351.252 for not more than one additional year |
---|
8478 | 8478 | | without further citation or notice. (Tex. Prob. Code, Sec. 329(c) |
---|
8479 | 8479 | | (part).) |
---|
8480 | 8480 | | [Sections 351.254-351.300 reserved for expansion] |
---|
8481 | 8481 | | SUBCHAPTER G. PAYMENT OF INCOME OF CERTAIN ESTATES DURING |
---|
8482 | 8482 | | ADMINISTRATION |
---|
8483 | 8483 | | Sec. 351.301. APPLICABILITY OF SUBCHAPTER. This subchapter |
---|
8484 | 8484 | | applies only to the estate of a decedent that is being administered |
---|
8485 | 8485 | | under the direction, control, and orders of a court in the exercise |
---|
8486 | 8486 | | of the court's probate jurisdiction. (Tex. Prob. Code, Sec. 239 |
---|
8487 | 8487 | | (part).) |
---|
8488 | 8488 | | Sec. 351.302. APPLICATION AND ORDER FOR PAYMENT OF CERTAIN |
---|
8489 | 8489 | | ESTATE INCOME. (a) On the application of the executor or |
---|
8490 | 8490 | | administrator of an estate or of any interested party, and after |
---|
8491 | 8491 | | notice of the application has been given by posting, the court may |
---|
8492 | 8492 | | order and direct the executor or administrator to pay, or credit to |
---|
8493 | 8493 | | the account of, those persons who the court finds will own the |
---|
8494 | 8494 | | estate assets when administration on the estate is completed, and |
---|
8495 | 8495 | | in the same proportions, that part of the annual net income received |
---|
8496 | 8496 | | by or accruing to the estate that the court finds can conveniently |
---|
8497 | 8497 | | be paid to those owners without prejudice to the rights of |
---|
8498 | 8498 | | creditors, legatees, or other interested parties, if: |
---|
8499 | 8499 | | (1) it appears from evidence introduced at a hearing |
---|
8500 | 8500 | | on the application, and the court finds, that the reasonable market |
---|
8501 | 8501 | | value of the estate assets on hand at that time, excluding the |
---|
8502 | 8502 | | annual income from the estate assets, is at least twice the |
---|
8503 | 8503 | | aggregate amount of all unpaid debts, administration expenses, and |
---|
8504 | 8504 | | legacies; and |
---|
8505 | 8505 | | (2) no estate creditor or legatee has appeared and |
---|
8506 | 8506 | | objected. |
---|
8507 | 8507 | | (b) Except as otherwise provided by this title, nothing in |
---|
8508 | 8508 | | this subchapter authorizes the court to order paid over to the |
---|
8509 | 8509 | | owners of the estate any part of the principal of the estate. (Tex. |
---|
8510 | 8510 | | Prob. Code, Sec. 239 (part).) |
---|
8511 | 8511 | | Sec. 351.303. TREATMENT OF CERTAIN AMOUNTS RECEIVED FROM |
---|
8512 | 8512 | | MINERAL LEASE. For the purposes of this subchapter, bonuses, |
---|
8513 | 8513 | | rentals, and royalties received for or from an oil, gas, or other |
---|
8514 | 8514 | | mineral lease shall be treated as income rather than as principal. |
---|
8515 | 8515 | | (Tex. Prob. Code, Sec. 239 (part).) |
---|
8516 | 8516 | | [Sections 351.304-351.350 reserved for expansion] |
---|
8517 | 8517 | | SUBCHAPTER H. CERTAIN ADMINISTERED ESTATES |
---|
8518 | 8518 | | Sec. 351.351. APPLICABILITY. This subchapter does not |
---|
8519 | 8519 | | apply to: |
---|
8520 | 8520 | | (1) the appointment of an independent executor or |
---|
8521 | 8521 | | administrator under Section 145(c), (d), or (e); or |
---|
8522 | 8522 | | (2) the appointment of a successor independent |
---|
8523 | 8523 | | executor under Section 154A. (Tex. Prob. Code, Secs. 145(q) |
---|
8524 | 8524 | | (part), 154A(i) (part).) |
---|
8525 | 8525 | | Sec. 351.352. ENSURING COMPLIANCE WITH LAW. A county or |
---|
8526 | 8526 | | probate court shall use reasonable diligence to see that personal |
---|
8527 | 8527 | | representatives of estates administered under court orders and |
---|
8528 | 8528 | | other officers of the court perform the duty enjoined on them by law |
---|
8529 | 8529 | | applicable to those estates. (Tex. Prob. Code, Sec. 36(a) (part).) |
---|
8530 | 8530 | | Sec. 351.353. ANNUAL EXAMINATION OF CERTAIN ESTATES; BOND |
---|
8531 | 8531 | | OF PERSONAL REPRESENTATIVE. For each estate administered under |
---|
8532 | 8532 | | orders of a county or probate court, the judge shall, if the judge |
---|
8533 | 8533 | | considers it necessary, annually examine the condition of the |
---|
8534 | 8534 | | estate and the solvency of the bond of the estate's personal |
---|
8535 | 8535 | | representative. If the judge finds the representative's bond is |
---|
8536 | 8536 | | not sufficient to protect the estate, the judge shall require the |
---|
8537 | 8537 | | representative to execute a new bond in accordance with law. In |
---|
8538 | 8538 | | each case, the judge, as provided by law, shall notify the |
---|
8539 | 8539 | | representative and the sureties on the representative's bond. |
---|
8540 | 8540 | | (Tex. Prob. Code, Sec. 36(a) (part).) |
---|
8541 | 8541 | | Sec. 351.354. JUDGE'S LIABILITY. A judge is liable on the |
---|
8542 | 8542 | | judge's bond to those damaged if damage or loss results to an estate |
---|
8543 | 8543 | | administered under orders of a county or probate court from the |
---|
8544 | 8544 | | gross neglect of the judge to use reasonable diligence in the |
---|
8545 | 8545 | | performance of the judge's duty under this subchapter. (Tex. Prob. |
---|
8546 | 8546 | | Code, Sec. 36(a) (part).) |
---|
8547 | 8547 | | Sec. 351.355. IDENTIFYING INFORMATION. (a) The court may |
---|
8548 | 8548 | | request an applicant or court-appointed fiduciary to produce other |
---|
8549 | 8549 | | information identifying an applicant, decedent, or personal |
---|
8550 | 8550 | | representative, including a social security number, in addition to |
---|
8551 | 8551 | | identifying information the applicant or fiduciary is required to |
---|
8552 | 8552 | | produce under this title. |
---|
8553 | 8553 | | (b) The court shall maintain any information required under |
---|
8554 | 8554 | | this section, and the information may not be filed with the clerk. |
---|
8555 | 8555 | | (Tex. Prob. Code, Sec. 36(b).) |
---|
8556 | 8556 | | CHAPTER 352. COMPENSATION AND EXPENSES OF PERSONAL REPRESENTATIVES AND OTHERS |
---|
8557 | 8557 | | AND OTHERS |
---|
8558 | 8558 | | SUBCHAPTER A. COMPENSATION OF PERSONAL REPRESENTATIVES |
---|
8559 | 8559 | | Sec. 352.001. DEFINITION |
---|
8560 | 8560 | | Sec. 352.002. STANDARD COMPENSATION |
---|
8561 | 8561 | | Sec. 352.003. ALTERNATE COMPENSATION |
---|
8562 | 8562 | | Sec. 352.004. DENIAL OF COMPENSATION |
---|
8563 | 8563 | | [Sections 352.005-352.050 reserved for expansion] |
---|
8564 | 8564 | | SUBCHAPTER B. EXPENSES OF PERSONAL REPRESENTATIVES AND OTHERS |
---|
8565 | 8565 | | Sec. 352.051. EXPENSES; ATTORNEY'S FEES |
---|
8566 | 8566 | | Sec. 352.052. ALLOWANCE FOR DEFENSE OF WILL |
---|
8567 | 8567 | | Sec. 352.053. EXPENSE CHARGES |
---|
8568 | 8568 | | CHAPTER 352. COMPENSATION AND EXPENSES OF PERSONAL REPRESENTATIVES |
---|
8569 | 8569 | | AND OTHERS |
---|
8570 | 8570 | | SUBCHAPTER A. COMPENSATION OF PERSONAL REPRESENTATIVES |
---|
8571 | 8571 | | Sec. 352.001. DEFINITION. In this subchapter, "financial |
---|
8572 | 8572 | | institution" means an organization authorized to engage in business |
---|
8573 | 8573 | | under state or federal laws relating to financial institutions, |
---|
8574 | 8574 | | including: |
---|
8575 | 8575 | | (1) a bank; |
---|
8576 | 8576 | | (2) a trust company; |
---|
8577 | 8577 | | (3) a savings bank; |
---|
8578 | 8578 | | (4) a building and loan association; |
---|
8579 | 8579 | | (5) a savings and loan company or association; and |
---|
8580 | 8580 | | (6) a credit union. (Tex. Prob. Code, Sec. 241(b).) |
---|
8581 | 8581 | | Sec. 352.002. STANDARD COMPENSATION. (a) An executor, |
---|
8582 | 8582 | | administrator, or temporary administrator a court finds to have |
---|
8583 | 8583 | | taken care of and managed an estate in compliance with the standards |
---|
8584 | 8584 | | of this title is entitled to receive a five percent commission on |
---|
8585 | 8585 | | all amounts that the executor or administrator actually receives or |
---|
8586 | 8586 | | pays out in cash in the administration of the estate. |
---|
8587 | 8587 | | (b) The commission described by Subsection (a): |
---|
8588 | 8588 | | (1) may not exceed, in the aggregate, more than five |
---|
8589 | 8589 | | percent of the gross fair market value of the estate subject to |
---|
8590 | 8590 | | administration; and |
---|
8591 | 8591 | | (2) is not allowed for: |
---|
8592 | 8592 | | (A) receiving funds belonging to the testator or |
---|
8593 | 8593 | | intestate that were, at the time of the testator's or intestate's |
---|
8594 | 8594 | | death, either on hand or held for the testator or intestate in a |
---|
8595 | 8595 | | financial institution or a brokerage firm, including cash or a cash |
---|
8596 | 8596 | | equivalent held in a checking account, savings account, certificate |
---|
8597 | 8597 | | of deposit, or money market account; |
---|
8598 | 8598 | | (B) collecting the proceeds of a life insurance |
---|
8599 | 8599 | | policy; or |
---|
8600 | 8600 | | (C) paying out cash to an heir or legatee in that |
---|
8601 | 8601 | | person's capacity as an heir or legatee. (Tex. Prob. Code, Sec. |
---|
8602 | 8602 | | 241(a) (part).) |
---|
8603 | 8603 | | Sec. 352.003. ALTERNATE COMPENSATION. (a) The court may |
---|
8604 | 8604 | | allow an executor, administrator, or temporary administrator |
---|
8605 | 8605 | | reasonable compensation for the executor's or administrator's |
---|
8606 | 8606 | | services, including unusual efforts to collect funds or life |
---|
8607 | 8607 | | insurance, if: |
---|
8608 | 8608 | | (1) the executor or administrator manages a farm, |
---|
8609 | 8609 | | ranch, factory, or other business of the estate; or |
---|
8610 | 8610 | | (2) the compensation calculated under Section 352.002 |
---|
8611 | 8611 | | is unreasonably low. |
---|
8612 | 8612 | | (b) The county court has jurisdiction to receive, consider, |
---|
8613 | 8613 | | and act on applications from independent executors for purposes of |
---|
8614 | 8614 | | this section. (Tex. Prob. Code, Sec. 241(a) (part).) |
---|
8615 | 8615 | | Sec. 352.004. DENIAL OF COMPENSATION. The court may, on |
---|
8616 | 8616 | | application of an interested person or on the court's own motion, |
---|
8617 | 8617 | | wholly or partly deny a commission allowed by this subchapter if: |
---|
8618 | 8618 | | (1) the court finds that the executor or administrator |
---|
8619 | 8619 | | has not taken care of and managed estate property prudently; or |
---|
8620 | 8620 | | (2) the executor or administrator has been removed |
---|
8621 | 8621 | | under Section 149C or Subchapter B, Chapter 361. (Tex. Prob. Code, |
---|
8622 | 8622 | | Sec. 241(a) (part).) |
---|
8623 | 8623 | | [Sections 352.005-352.050 reserved for expansion] |
---|
8624 | 8624 | | SUBCHAPTER B. EXPENSES OF PERSONAL REPRESENTATIVES AND OTHERS |
---|
8625 | 8625 | | Sec. 352.051. EXPENSES; ATTORNEY'S FEES. On proof |
---|
8626 | 8626 | | satisfactory to the court, a personal representative of an estate |
---|
8627 | 8627 | | is entitled to: |
---|
8628 | 8628 | | (1) necessary and reasonable expenses incurred by the |
---|
8629 | 8629 | | representative in: |
---|
8630 | 8630 | | (A) preserving, safekeeping, and managing the |
---|
8631 | 8631 | | estate; |
---|
8632 | 8632 | | (B) collecting or attempting to collect claims or |
---|
8633 | 8633 | | debts; and |
---|
8634 | 8634 | | (C) recovering or attempting to recover property |
---|
8635 | 8635 | | to which the estate has a title or claim; and |
---|
8636 | 8636 | | (2) reasonable attorney's fees necessarily incurred in |
---|
8637 | 8637 | | connection with the proceedings and management of the estate. (Tex. |
---|
8638 | 8638 | | Prob. Code, Sec. 242.) |
---|
8639 | 8639 | | Sec. 352.052. ALLOWANCE FOR DEFENSE OF WILL. (a) A person |
---|
8640 | 8640 | | designated as executor in a will or an alleged will, or as |
---|
8641 | 8641 | | administrator with the will or alleged will annexed, who, for the |
---|
8642 | 8642 | | purpose of having the will or alleged will admitted to probate, |
---|
8643 | 8643 | | defends the will or alleged will or prosecutes any proceeding in |
---|
8644 | 8644 | | good faith and with just cause, whether or not successful, shall be |
---|
8645 | 8645 | | allowed out of the estate the executor's or administrator's |
---|
8646 | 8646 | | necessary expenses and disbursements in those proceedings, |
---|
8647 | 8647 | | including reasonable attorney's fees. |
---|
8648 | 8648 | | (b) A person designated as a devisee in or beneficiary of a |
---|
8649 | 8649 | | will or an alleged will, or as administrator with the will or |
---|
8650 | 8650 | | alleged will annexed, who, for the purpose of having the will or |
---|
8651 | 8651 | | alleged will admitted to probate, defends the will or alleged will |
---|
8652 | 8652 | | or prosecutes any proceeding in good faith and with just cause, |
---|
8653 | 8653 | | whether or not successful, may be allowed out of the estate the |
---|
8654 | 8654 | | person's necessary expenses and disbursements in those |
---|
8655 | 8655 | | proceedings, including reasonable attorney's fees. (Tex. Prob. |
---|
8656 | 8656 | | Code, Sec. 243.) |
---|
8657 | 8657 | | Sec. 352.053. EXPENSE CHARGES. (a) The court shall act on |
---|
8658 | 8658 | | expense charges in the same manner as other claims against the |
---|
8659 | 8659 | | estate. |
---|
8660 | 8660 | | (b) All expense charges shall be: |
---|
8661 | 8661 | | (1) made in writing, showing specifically each item of |
---|
8662 | 8662 | | expense and the date of the expense; |
---|
8663 | 8663 | | (2) verified by the personal representative's |
---|
8664 | 8664 | | affidavit; |
---|
8665 | 8665 | | (3) filed with the clerk; and |
---|
8666 | 8666 | | (4) entered on the claim docket. (Tex. Prob. Code, |
---|
8667 | 8667 | | Sec. 244.) |
---|
8668 | 8668 | | CHAPTER 353. EXEMPT PROPERTY AND FAMILY ALLOWANCE |
---|
8669 | 8669 | | SUBCHAPTER A. GENERAL PROVISIONS |
---|
8670 | 8670 | | Sec. 353.001. TREATMENT OF CERTAIN CHILDREN |
---|
8671 | 8671 | | [Sections 353.002-353.050 reserved for expansion] |
---|
8672 | 8672 | | SUBCHAPTER B. EXEMPT PROPERTY; ALLOWANCE IN LIEU OF EXEMPT PROPERTY |
---|
8673 | 8673 | | PROPERTY |
---|
8674 | 8674 | | Sec. 353.051. EXEMPT PROPERTY TO BE SET ASIDE |
---|
8675 | 8675 | | Sec. 353.052. DELIVERY OF EXEMPT PROPERTY |
---|
8676 | 8676 | | Sec. 353.053. ALLOWANCE IN LIEU OF EXEMPT PROPERTY |
---|
8677 | 8677 | | Sec. 353.054. PAYMENT OF ALLOWANCE IN LIEU OF EXEMPT |
---|
8678 | 8678 | | PROPERTY |
---|
8679 | 8679 | | Sec. 353.055. METHOD OF PAYING ALLOWANCE IN LIEU OF |
---|
8680 | 8680 | | EXEMPT PROPERTY |
---|
8681 | 8681 | | Sec. 353.056. SALE OF PROPERTY TO RAISE FUNDS FOR |
---|
8682 | 8682 | | ALLOWANCE IN LIEU OF EXEMPT PROPERTY |
---|
8683 | 8683 | | [Sections 353.057-353.100 reserved for expansion] |
---|
8684 | 8684 | | SUBCHAPTER C. FAMILY ALLOWANCE |
---|
8685 | 8685 | | Sec. 353.101. FAMILY ALLOWANCE |
---|
8686 | 8686 | | Sec. 353.102. AMOUNT AND METHOD OF PAYMENT OF FAMILY |
---|
8687 | 8687 | | ALLOWANCE |
---|
8688 | 8688 | | Sec. 353.103. ORDER FIXING FAMILY ALLOWANCE |
---|
8689 | 8689 | | Sec. 353.104. PREFERENCE OF FAMILY ALLOWANCE |
---|
8690 | 8690 | | Sec. 353.105. PAYMENT OF FAMILY ALLOWANCE |
---|
8691 | 8691 | | Sec. 353.106. SURVIVING SPOUSE OR MINOR CHILDREN MAY |
---|
8692 | 8692 | | ALLOWANCE |
---|
8693 | 8693 | | Sec. 353.107. SALE OF ESTATE PROPERTY TO RAISE FUNDS |
---|
8694 | 8694 | | FOR FAMILY ALLOWANCE |
---|
8695 | 8695 | | [Sections 353.108-353.150 reserved for expansion] |
---|
8696 | 8696 | | SUBCHAPTER D. LIENS ON AND DISPOSITION OF EXEMPT PROPERTY AND PROPERTY TAKEN AS ALLOWANCE |
---|
8697 | 8697 | | PROPERTY TAKEN AS ALLOWANCE |
---|
8698 | 8698 | | Sec. 353.151. LIENS |
---|
8699 | 8699 | | Sec. 353.152. DISTRIBUTION OF EXEMPT PROPERTY OF |
---|
8700 | 8700 | | SOLVENT ESTATE |
---|
8701 | 8701 | | Sec. 353.153. TITLE TO PROPERTY OF INSOLVENT ESTATE |
---|
8702 | 8702 | | Sec. 353.154. CERTAIN PROPERTY NOT CONSIDERED IN |
---|
8703 | 8703 | | DETERMINING SOLVENCY |
---|
8704 | 8704 | | Sec. 353.155. EXEMPT PROPERTY LIABLE FOR CERTAIN DEBTS |
---|
8705 | 8705 | | CHAPTER 353. EXEMPT PROPERTY AND FAMILY ALLOWANCE |
---|
8706 | 8706 | | SUBCHAPTER A. GENERAL PROVISIONS |
---|
8707 | 8707 | | Sec. 353.001. TREATMENT OF CERTAIN CHILDREN. For purposes |
---|
8708 | 8708 | | of distributing exempt property and making a family allowance, a |
---|
8709 | 8709 | | child is a child of his or her mother and a child of his or her |
---|
8710 | 8710 | | father, as provided by Sections 201.051, 201.052, and 201.053. |
---|
8711 | 8711 | | (Tex. Prob. Code, Sec. 42(c) (part).) |
---|
8712 | 8712 | | [Sections 353.002-353.050 reserved for expansion] |
---|
8713 | 8713 | | SUBCHAPTER B. EXEMPT PROPERTY; ALLOWANCE IN LIEU OF EXEMPT |
---|
8714 | 8714 | | PROPERTY |
---|
8715 | 8715 | | Sec. 353.051. EXEMPT PROPERTY TO BE SET ASIDE. (a) Unless |
---|
8716 | 8716 | | an application and verified affidavit are filed as provided by |
---|
8717 | 8717 | | Subsection (b), immediately after the inventory, appraisement, and |
---|
8718 | 8718 | | list of claims of an estate are approved, the court by order shall |
---|
8719 | 8719 | | set aside: |
---|
8720 | 8720 | | (1) the homestead for the use and benefit of the |
---|
8721 | 8721 | | decedent's surviving spouse and minor children; and |
---|
8722 | 8722 | | (2) all other estate property that is exempt from |
---|
8723 | 8723 | | execution or forced sale by the constitution and laws of this state |
---|
8724 | 8724 | | for the use and benefit of the decedent's: |
---|
8725 | 8725 | | (A) surviving spouse and minor children; and |
---|
8726 | 8726 | | (B) unmarried children remaining with the |
---|
8727 | 8727 | | decedent's family. |
---|
8728 | 8728 | | (b) Before the inventory, appraisement, and list of claims |
---|
8729 | 8729 | | of an estate are approved: |
---|
8730 | 8730 | | (1) the decedent's surviving spouse or any other |
---|
8731 | 8731 | | person authorized to act on behalf of the decedent's minor children |
---|
8732 | 8732 | | may apply to the court to have exempt property, including the |
---|
8733 | 8733 | | homestead, set aside by filing an application and a verified |
---|
8734 | 8734 | | affidavit listing all property that the applicant claims is exempt; |
---|
8735 | 8735 | | and |
---|
8736 | 8736 | | (2) any of the decedent's unmarried children remaining |
---|
8737 | 8737 | | with the decedent's family may apply to the court to have all exempt |
---|
8738 | 8738 | | property, other than the homestead, set aside by filing an |
---|
8739 | 8739 | | application and a verified affidavit listing all property, other |
---|
8740 | 8740 | | than the homestead, that the applicant claims is exempt. |
---|
8741 | 8741 | | (c) At a hearing on an application filed under Subsection |
---|
8742 | 8742 | | (b), the applicant has the burden of proof by a preponderance of the |
---|
8743 | 8743 | | evidence. The court shall set aside property of the decedent's |
---|
8744 | 8744 | | estate that the court finds is exempt. (Tex. Prob. Code, Sec. 271.) |
---|
8745 | 8745 | | Sec. 353.052. DELIVERY OF EXEMPT PROPERTY. (a) The |
---|
8746 | 8746 | | executor or administrator of an estate shall deliver, without |
---|
8747 | 8747 | | delay, exempt property that has been set aside for the decedent's |
---|
8748 | 8748 | | surviving spouse and children in accordance with this section. |
---|
8749 | 8749 | | (b) If there is a surviving spouse and there are no children |
---|
8750 | 8750 | | of the decedent, or if all the children of the decedent are also the |
---|
8751 | 8751 | | children of the surviving spouse, the executor or administrator |
---|
8752 | 8752 | | shall deliver all exempt property to the surviving spouse. |
---|
8753 | 8753 | | (c) If there is a surviving spouse and there are children of |
---|
8754 | 8754 | | the decedent who are not also children of the surviving spouse, the |
---|
8755 | 8755 | | executor or administrator shall deliver the share of those children |
---|
8756 | 8756 | | in exempt property, other than the homestead, to: |
---|
8757 | 8757 | | (1) the children, if the children are of legal age; or |
---|
8758 | 8758 | | (2) the children's guardian, if the children are |
---|
8759 | 8759 | | minors. |
---|
8760 | 8760 | | (d) If there is no surviving spouse and there are children |
---|
8761 | 8761 | | of the decedent, the executor or administrator shall deliver exempt |
---|
8762 | 8762 | | property, other than the homestead, to: |
---|
8763 | 8763 | | (1) the children, if the children are of legal age; or |
---|
8764 | 8764 | | (2) the children's guardian, if the children are |
---|
8765 | 8765 | | minors. |
---|
8766 | 8766 | | (e) In all cases, the executor or administrator shall |
---|
8767 | 8767 | | deliver the homestead to: |
---|
8768 | 8768 | | (1) the decedent's surviving spouse, if there is a |
---|
8769 | 8769 | | surviving spouse; or |
---|
8770 | 8770 | | (2) the guardian of the decedent's minor children, if |
---|
8771 | 8771 | | there is not a surviving spouse. (Tex. Prob. Code, Sec. 272.) |
---|
8772 | 8772 | | Sec. 353.053. ALLOWANCE IN LIEU OF EXEMPT PROPERTY. (a) If |
---|
8773 | 8773 | | all or any of the specific articles exempt from execution or forced |
---|
8774 | 8774 | | sale by the constitution and laws of this state are not among the |
---|
8775 | 8775 | | decedent's effects, the court shall make, in lieu of the articles |
---|
8776 | 8776 | | not among the effects, a reasonable allowance to be paid to the |
---|
8777 | 8777 | | decedent's surviving spouse and children as provided by Section |
---|
8778 | 8778 | | 353.054. |
---|
8779 | 8779 | | (b) The allowance in lieu of a homestead may not exceed |
---|
8780 | 8780 | | $15,000, and the allowance in lieu of other exempt property may not |
---|
8781 | 8781 | | exceed $5,000, excluding the family allowance for the support of |
---|
8782 | 8782 | | the surviving spouse and minor children provided by Subchapter C. |
---|
8783 | 8783 | | (Tex. Prob. Code, Sec. 273.) |
---|
8784 | 8784 | | Sec. 353.054. PAYMENT OF ALLOWANCE IN LIEU OF EXEMPT |
---|
8785 | 8785 | | PROPERTY. (a) The executor or administrator of an estate shall pay |
---|
8786 | 8786 | | an allowance in lieu of exempt property in accordance with this |
---|
8787 | 8787 | | section. |
---|
8788 | 8788 | | (b) If there is a surviving spouse and there are no children |
---|
8789 | 8789 | | of the decedent, or if all the children of the decedent are also the |
---|
8790 | 8790 | | children of the surviving spouse, the executor or administrator |
---|
8791 | 8791 | | shall pay the entire allowance to the surviving spouse. |
---|
8792 | 8792 | | (c) If there is a surviving spouse and there are children of |
---|
8793 | 8793 | | the decedent who are not also children of the surviving spouse, the |
---|
8794 | 8794 | | executor or administrator shall pay the surviving spouse one-half |
---|
8795 | 8795 | | of the entire allowance plus the shares of the decedent's children |
---|
8796 | 8796 | | of whom the surviving spouse is the parent. The remaining shares |
---|
8797 | 8797 | | must be paid to: |
---|
8798 | 8798 | | (1) the decedent's children of whom the surviving |
---|
8799 | 8799 | | spouse is not a parent; or |
---|
8800 | 8800 | | (2) the guardian of the children described by |
---|
8801 | 8801 | | Subdivision (1), if those children are minors. |
---|
8802 | 8802 | | (d) If there is no surviving spouse and there are children |
---|
8803 | 8803 | | of the decedent, the executor or administrator shall divide the |
---|
8804 | 8804 | | entire allowance equally among the children and pay the children's |
---|
8805 | 8805 | | shares to the children, if the children are of legal age, or, if any |
---|
8806 | 8806 | | of the children are minors, pay the minor children's shares to the |
---|
8807 | 8807 | | guardian of the minor children. (Tex. Prob. Code, Sec. 275.) |
---|
8808 | 8808 | | Sec. 353.055. METHOD OF PAYING ALLOWANCE IN LIEU OF EXEMPT |
---|
8809 | 8809 | | PROPERTY. (a) An allowance in lieu of any exempt property shall be |
---|
8810 | 8810 | | paid in the manner selected by the decedent's surviving spouse or |
---|
8811 | 8811 | | children of legal age, or by the guardian of the decedent's minor |
---|
8812 | 8812 | | children, as follows: |
---|
8813 | 8813 | | (1) in money out of estate funds that come into the |
---|
8814 | 8814 | | executor's or administrator's possession; |
---|
8815 | 8815 | | (2) in any of the decedent's property or a part of the |
---|
8816 | 8816 | | property chosen by those individuals at the appraisement; or |
---|
8817 | 8817 | | (3) part in money described by Subdivision (1) and |
---|
8818 | 8818 | | part in property described by Subdivision (2). |
---|
8819 | 8819 | | (b) Property specifically devised to another may be taken as |
---|
8820 | 8820 | | provided by Subsection (a) only if other available property is |
---|
8821 | 8821 | | insufficient to pay the allowance. (Tex. Prob. Code, Sec. 274 |
---|
8822 | 8822 | | (part).) |
---|
8823 | 8823 | | Sec. 353.056. SALE OF PROPERTY TO RAISE FUNDS FOR ALLOWANCE |
---|
8824 | 8824 | | IN LIEU OF EXEMPT PROPERTY. (a) On the written application of the |
---|
8825 | 8825 | | decedent's surviving spouse and children, the court shall order the |
---|
8826 | 8826 | | sale of estate property for cash in an amount that will be |
---|
8827 | 8827 | | sufficient to raise the amount of the allowance provided under |
---|
8828 | 8828 | | Section 353.053 or a portion of that amount, as necessary, if: |
---|
8829 | 8829 | | (1) the decedent had no property that the surviving |
---|
8830 | 8830 | | spouse or children are willing to take for the allowance or the |
---|
8831 | 8831 | | decedent had insufficient property; and |
---|
8832 | 8832 | | (2) there are not sufficient estate funds in the |
---|
8833 | 8833 | | executor's or administrator's possession to pay the amount of the |
---|
8834 | 8834 | | allowance or a portion of that amount, as applicable. |
---|
8835 | 8835 | | (b) Property specifically devised to another may be sold to |
---|
8836 | 8836 | | raise cash as provided by Subsection (a) only if other available |
---|
8837 | 8837 | | property is insufficient to pay the allowance. (Tex. Prob. Code, |
---|
8838 | 8838 | | Secs. 274 (part), 276.) |
---|
8839 | 8839 | | [Sections 353.057-353.100 reserved for expansion] |
---|
8840 | 8840 | | SUBCHAPTER C. FAMILY ALLOWANCE |
---|
8841 | 8841 | | Sec. 353.101. FAMILY ALLOWANCE. (a) Unless an application |
---|
8842 | 8842 | | and verified affidavit are filed as provided by Subsection (b), |
---|
8843 | 8843 | | immediately after the inventory, appraisement, and list of claims |
---|
8844 | 8844 | | of an estate are approved, the court shall fix a family allowance |
---|
8845 | 8845 | | for the support of the decedent's surviving spouse and minor |
---|
8846 | 8846 | | children. |
---|
8847 | 8847 | | (b) Before the inventory, appraisement, and list of claims |
---|
8848 | 8848 | | of an estate are approved, the decedent's surviving spouse or any |
---|
8849 | 8849 | | other person authorized to act on behalf of the decedent's minor |
---|
8850 | 8850 | | children may apply to the court to have the court fix the family |
---|
8851 | 8851 | | allowance by filing an application and a verified affidavit |
---|
8852 | 8852 | | describing: |
---|
8853 | 8853 | | (1) the amount necessary for the maintenance of the |
---|
8854 | 8854 | | surviving spouse and the decedent's minor children for one year |
---|
8855 | 8855 | | after the date of the decedent's death; and |
---|
8856 | 8856 | | (2) the surviving spouse's separate property and any |
---|
8857 | 8857 | | property that the decedent's minor children have in their own |
---|
8858 | 8858 | | right. |
---|
8859 | 8859 | | (c) At a hearing on an application filed under Subsection |
---|
8860 | 8860 | | (b), the applicant has the burden of proof by a preponderance of the |
---|
8861 | 8861 | | evidence. The court shall fix a family allowance for the support of |
---|
8862 | 8862 | | the decedent's surviving spouse and minor children. |
---|
8863 | 8863 | | (d) A family allowance may not be made for: |
---|
8864 | 8864 | | (1) the decedent's surviving spouse, if the surviving |
---|
8865 | 8865 | | spouse has separate property adequate for the surviving spouse's |
---|
8866 | 8866 | | maintenance; or |
---|
8867 | 8867 | | (2) the decedent's minor children, if the minor |
---|
8868 | 8868 | | children have property in their own right adequate for the |
---|
8869 | 8869 | | children's maintenance. (Tex. Prob. Code, Secs. 286, 288.) |
---|
8870 | 8870 | | Sec. 353.102. AMOUNT AND METHOD OF PAYMENT OF FAMILY |
---|
8871 | 8871 | | ALLOWANCE. (a) The amount of the family allowance must be |
---|
8872 | 8872 | | sufficient for the maintenance of the decedent's surviving spouse |
---|
8873 | 8873 | | and minor children for one year from the date of the decedent's |
---|
8874 | 8874 | | death. |
---|
8875 | 8875 | | (b) The allowance must be fixed with regard to the facts or |
---|
8876 | 8876 | | circumstances then existing and the facts and circumstances |
---|
8877 | 8877 | | anticipated to exist during the first year after the decedent's |
---|
8878 | 8878 | | death. |
---|
8879 | 8879 | | (c) The allowance may be paid in a lump sum or in |
---|
8880 | 8880 | | installments, as ordered by the court. (Tex. Prob. Code, Sec. 287.) |
---|
8881 | 8881 | | Sec. 353.103. ORDER FIXING FAMILY ALLOWANCE. When a family |
---|
8882 | 8882 | | allowance has been fixed, the court shall enter an order that: |
---|
8883 | 8883 | | (1) states the amount of the allowance; |
---|
8884 | 8884 | | (2) provides how the allowance shall be payable; and |
---|
8885 | 8885 | | (3) directs the executor or administrator to pay the |
---|
8886 | 8886 | | allowance in accordance with law. (Tex. Prob. Code, Sec. 289.) |
---|
8887 | 8887 | | Sec. 353.104. PREFERENCE OF FAMILY ALLOWANCE. The family |
---|
8888 | 8888 | | allowance made for the support of the decedent's surviving spouse |
---|
8889 | 8889 | | and minor children shall be paid in preference to all other debts of |
---|
8890 | 8890 | | or charges against the estate, other than Class 1 claims. (Tex. |
---|
8891 | 8891 | | Prob. Code, Sec. 290.) |
---|
8892 | 8892 | | Sec. 353.105. PAYMENT OF FAMILY ALLOWANCE. (a) The |
---|
8893 | 8893 | | executor or administrator of an estate shall apportion and pay the |
---|
8894 | 8894 | | family allowance in accordance with this section. |
---|
8895 | 8895 | | (b) If there is a surviving spouse and there are no minor |
---|
8896 | 8896 | | children of the decedent, the executor or administrator shall pay |
---|
8897 | 8897 | | the entire family allowance to the surviving spouse. |
---|
8898 | 8898 | | (c) If there is a surviving spouse and all of the minor |
---|
8899 | 8899 | | children of the decedent are also the children of the surviving |
---|
8900 | 8900 | | spouse, the executor or administrator shall pay the entire family |
---|
8901 | 8901 | | allowance to the surviving spouse for use by the surviving spouse |
---|
8902 | 8902 | | and the decedent's minor children. |
---|
8903 | 8903 | | (d) If there is a surviving spouse and some or all of the |
---|
8904 | 8904 | | minor children of the decedent are not also children of the |
---|
8905 | 8905 | | surviving spouse, the executor or administrator shall pay the |
---|
8906 | 8906 | | portion of the entire family allowance necessary for the support of |
---|
8907 | 8907 | | those minor children to the guardian of those children. |
---|
8908 | 8908 | | (e) If there is no surviving spouse and there are minor |
---|
8909 | 8909 | | children of the decedent, the executor or administrator shall pay |
---|
8910 | 8910 | | the family allowance for the minor children to the guardian of those |
---|
8911 | 8911 | | children. (Tex. Prob. Code, Sec. 291.) |
---|
8912 | 8912 | | Sec. 353.106. SURVIVING SPOUSE OR MINOR CHILDREN MAY TAKE |
---|
8913 | 8913 | | PERSONAL PROPERTY FOR FAMILY ALLOWANCE. (a) A decedent's |
---|
8914 | 8914 | | surviving spouse or the guardian of the decedent's minor children, |
---|
8915 | 8915 | | as applicable, is entitled to take, at the property's appraised |
---|
8916 | 8916 | | value as shown by the appraisement, any of the estate's personal |
---|
8917 | 8917 | | property in full or partial payment of the family allowance. |
---|
8918 | 8918 | | (b) Property specifically devised to another may be taken as |
---|
8919 | 8919 | | provided by Subsection (a) only if other available property is |
---|
8920 | 8920 | | insufficient to pay the allowance. (Tex. Prob. Code, Sec. 292 |
---|
8921 | 8921 | | (part).) |
---|
8922 | 8922 | | Sec. 353.107. SALE OF ESTATE PROPERTY TO RAISE FUNDS FOR |
---|
8923 | 8923 | | FAMILY ALLOWANCE. (a) The court shall, as soon as the inventory, |
---|
8924 | 8924 | | appraisement, and list of claims are returned and approved, order |
---|
8925 | 8925 | | the sale of estate property for cash in an amount that will be |
---|
8926 | 8926 | | sufficient to raise the amount of the family allowance, or a portion |
---|
8927 | 8927 | | of that amount, as necessary, if: |
---|
8928 | 8928 | | (1) the decedent had no personal property that the |
---|
8929 | 8929 | | surviving spouse or the guardian of the decedent's minor children |
---|
8930 | 8930 | | is willing to take for the family allowance or the decedent had |
---|
8931 | 8931 | | insufficient personal property; and |
---|
8932 | 8932 | | (2) there are not sufficient estate funds in the |
---|
8933 | 8933 | | executor's or administrator's possession to pay the amount of the |
---|
8934 | 8934 | | family allowance or a portion of that amount, as applicable. |
---|
8935 | 8935 | | (b) Property specifically devised to another may be sold to |
---|
8936 | 8936 | | raise cash as provided by Subsection (a) only if other available |
---|
8937 | 8937 | | property is insufficient to pay the family allowance. (Tex. Prob. |
---|
8938 | 8938 | | Code, Secs. 292 (part), 293.) |
---|
8939 | 8939 | | [Sections 353.108-353.150 reserved for expansion] |
---|
8940 | 8940 | | SUBCHAPTER D. LIENS ON AND DISPOSITION OF EXEMPT PROPERTY AND |
---|
8941 | 8941 | | PROPERTY TAKEN AS ALLOWANCE |
---|
8942 | 8942 | | Sec. 353.151. LIENS. (a) This section applies to all |
---|
8943 | 8943 | | estates, whether solvent or insolvent. |
---|
8944 | 8944 | | (b) If property on which there is a valid subsisting lien or |
---|
8945 | 8945 | | encumbrance is set aside as exempt for the surviving spouse or |
---|
8946 | 8946 | | children or is appropriated to make an allowance in lieu of exempt |
---|
8947 | 8947 | | property or for the support of the surviving spouse or children, the |
---|
8948 | 8948 | | debts secured by the lien shall, if necessary, be either paid or |
---|
8949 | 8949 | | continued against the property. (Tex. Prob. Code, Sec. 277.) |
---|
8950 | 8950 | | Sec. 353.152. DISTRIBUTION OF EXEMPT PROPERTY OF SOLVENT |
---|
8951 | 8951 | | ESTATE. If on final settlement of an estate it appears that the |
---|
8952 | 8952 | | estate is solvent, the exempt property, other than the homestead or |
---|
8953 | 8953 | | any allowance made in lieu of the homestead, is subject to partition |
---|
8954 | 8954 | | and distribution among the heirs of the decedent and the |
---|
8955 | 8955 | | distributees in the same manner as other estate property. (Tex. |
---|
8956 | 8956 | | Prob. Code, Sec. 278.) |
---|
8957 | 8957 | | Sec. 353.153. TITLE TO PROPERTY OF INSOLVENT ESTATE. If on |
---|
8958 | 8958 | | final settlement an estate proves to be insolvent, the decedent's |
---|
8959 | 8959 | | surviving spouse and children have absolute title to all property |
---|
8960 | 8960 | | and allowances set aside or paid to them under this title. The |
---|
8961 | 8961 | | property and allowances may not be taken for any of the estate debts |
---|
8962 | 8962 | | except as provided by Section 353.155. (Tex. Prob. Code, Sec. 279.) |
---|
8963 | 8963 | | Sec. 353.154. CERTAIN PROPERTY NOT CONSIDERED IN |
---|
8964 | 8964 | | DETERMINING SOLVENCY. In determining whether an estate is solvent |
---|
8965 | 8965 | | or insolvent, the exempt property set aside for the decedent's |
---|
8966 | 8966 | | surviving spouse or children, any allowance made in lieu of that |
---|
8967 | 8967 | | exempt property, and the family allowance under Subchapter C may |
---|
8968 | 8968 | | not be estimated or considered as estate assets. (Tex. Prob. Code, |
---|
8969 | 8969 | | Sec. 280.) |
---|
8970 | 8970 | | Sec. 353.155. EXEMPT PROPERTY LIABLE FOR CERTAIN DEBTS. |
---|
8971 | 8971 | | The exempt property, other than the homestead or any allowance made |
---|
8972 | 8972 | | in lieu of the homestead: |
---|
8973 | 8973 | | (1) is liable for the payment of Class 1 claims; and |
---|
8974 | 8974 | | (2) is not liable for any estate debts other than the |
---|
8975 | 8975 | | claims described by Subdivision (1). (Tex. Prob. Code, Sec. 281.) |
---|
8976 | 8976 | | CHAPTER 354. SUMMARY PROCEEDINGS FOR, OR WITHDRAWAL FROM ADMINISTRATION OF, CERTAIN ESTATES |
---|
8977 | 8977 | | ADMINISTRATION OF, CERTAIN ESTATES |
---|
8978 | 8978 | | SUBCHAPTER A. SUMMARY PROCEEDINGS FOR CERTAIN SMALL ESTATES |
---|
8979 | 8979 | | Sec. 354.001. SUMMARY PROCEEDINGS FOR CERTAIN SMALL |
---|
8980 | 8980 | | ESTATES |
---|
8981 | 8981 | | [Sections 354.002-354.050 reserved for expansion] |
---|
8982 | 8982 | | SUBCHAPTER B. WITHDRAWAL FROM ADMINISTRATION OF CERTAIN ESTATES |
---|
8983 | 8983 | | Sec. 354.051. REQUIRED REPORT ON CONDITION OF ESTATE |
---|
8984 | 8984 | | Sec. 354.052. BOND REQUIRED TO WITHDRAW ESTATE FROM |
---|
8985 | 8985 | | ADMINISTRATION |
---|
8986 | 8986 | | Sec. 354.053. ORDER FOR DELIVERY OF ESTATE |
---|
8987 | 8987 | | Sec. 354.054. ORDER OF DISCHARGE |
---|
8988 | 8988 | | Sec. 354.055. LIEN ON PROPERTY OF ESTATE WITHDRAWN |
---|
8989 | 8989 | | FROM ADMINISTRATION |
---|
8990 | 8990 | | Sec. 354.056. PARTITION OF ESTATE WITHDRAWN FROM |
---|
8991 | 8991 | | ADMINISTRATION |
---|
8992 | 8992 | | Sec. 354.057. CREDITORS ENTITLED TO SUE ON BOND |
---|
8993 | 8993 | | Sec. 354.058. CREDITORS MAY SUE DISTRIBUTEES |
---|
8994 | 8994 | | CHAPTER 354. SUMMARY PROCEEDINGS FOR, OR WITHDRAWAL FROM |
---|
8995 | 8995 | | ADMINISTRATION OF, CERTAIN ESTATES |
---|
8996 | 8996 | | SUBCHAPTER A. SUMMARY PROCEEDINGS FOR CERTAIN SMALL ESTATES |
---|
8997 | 8997 | | Sec. 354.001. SUMMARY PROCEEDINGS FOR CERTAIN SMALL |
---|
8998 | 8998 | | ESTATES. (a) If, after a personal representative of an estate has |
---|
8999 | 8999 | | filed the inventory, appraisement, and list of claims as required |
---|
9000 | 9000 | | by Chapter 309, it is established that the decedent's estate, |
---|
9001 | 9001 | | excluding any homestead, exempt property, and family allowance to |
---|
9002 | 9002 | | the decedent's surviving spouse and minor children, does not exceed |
---|
9003 | 9003 | | the amount sufficient to pay the claims against the estate |
---|
9004 | 9004 | | classified as Classes 1 through 4 under Section 355.102, the |
---|
9005 | 9005 | | representative shall: |
---|
9006 | 9006 | | (1) on order of the court, pay those claims in the |
---|
9007 | 9007 | | order provided and to the extent permitted by the assets of the |
---|
9008 | 9008 | | estate subject to the payment of those claims; and |
---|
9009 | 9009 | | (2) after paying the claims in accordance with |
---|
9010 | 9010 | | Subdivision (1), present to the court the representative's account |
---|
9011 | 9011 | | with an application for the settlement and allowance of the |
---|
9012 | 9012 | | account. |
---|
9013 | 9013 | | (b) On presentation of the personal representative's |
---|
9014 | 9014 | | account and application under Subsection (a), the court, with or |
---|
9015 | 9015 | | without notice, may adjust, correct, settle, allow, or disallow the |
---|
9016 | 9016 | | account. |
---|
9017 | 9017 | | (c) If the court settles and allows the personal |
---|
9018 | 9018 | | representative's account under Subsection (b), the court may: |
---|
9019 | 9019 | | (1) decree final distribution; |
---|
9020 | 9020 | | (2) discharge the representative; and |
---|
9021 | 9021 | | (3) close the administration. (Tex. Prob. Code, Sec. |
---|
9022 | 9022 | | 143.) |
---|
9023 | 9023 | | [Sections 354.002-354.050 reserved for expansion] |
---|
9024 | 9024 | | SUBCHAPTER B. WITHDRAWAL FROM ADMINISTRATION OF CERTAIN ESTATES |
---|
9025 | 9025 | | Sec. 354.051. REQUIRED REPORT ON CONDITION OF ESTATE. At |
---|
9026 | 9026 | | any time after the return of the inventory, appraisement, and list |
---|
9027 | 9027 | | of claims of an estate required by Chapter 309, anyone entitled to a |
---|
9028 | 9028 | | portion of the estate, by a written complaint filed in the court in |
---|
9029 | 9029 | | which the case is pending, may have the estate's executor or |
---|
9030 | 9030 | | administrator cited to appear and render under oath an exhibit of |
---|
9031 | 9031 | | the condition of the estate. (Tex. Prob. Code, Sec. 262.) |
---|
9032 | 9032 | | Sec. 354.052. BOND REQUIRED TO WITHDRAW ESTATE FROM |
---|
9033 | 9033 | | ADMINISTRATION. After the executor or administrator has rendered |
---|
9034 | 9034 | | the exhibit of the condition of the estate if required under Section |
---|
9035 | 9035 | | 354.051, one or more persons entitled to the estate, or other |
---|
9036 | 9036 | | persons for them, may execute and deliver a bond to the court. The |
---|
9037 | 9037 | | bond must be: |
---|
9038 | 9038 | | (1) conditioned that the persons executing the bond |
---|
9039 | 9039 | | shall: |
---|
9040 | 9040 | | (A) pay all unpaid debts against the estate that |
---|
9041 | 9041 | | have been or are: |
---|
9042 | 9042 | | (i) allowed by the executor or |
---|
9043 | 9043 | | administrator and approved by the court; or |
---|
9044 | 9044 | | (ii) established by suit against the |
---|
9045 | 9045 | | estate; and |
---|
9046 | 9046 | | (B) pay to the executor or administrator any |
---|
9047 | 9047 | | balance that the court in its judgment on the exhibit finds to be |
---|
9048 | 9048 | | due the executor or administrator; |
---|
9049 | 9049 | | (2) payable to the judge and the judge's successors in |
---|
9050 | 9050 | | office in an amount equal to at least twice the gross appraised |
---|
9051 | 9051 | | value of the estate as shown by the inventory, appraisement, and |
---|
9052 | 9052 | | list of claims returned under Chapter 309; and |
---|
9053 | 9053 | | (3) approved by the court. (Tex. Prob. Code, Sec. |
---|
9054 | 9054 | | 263.) |
---|
9055 | 9055 | | Sec. 354.053. ORDER FOR DELIVERY OF ESTATE. On the giving |
---|
9056 | 9056 | | and approval of the bond under Section 354.052, the court shall |
---|
9057 | 9057 | | enter an order requiring the executor or administrator to promptly |
---|
9058 | 9058 | | deliver to each person entitled to any portion of the estate that |
---|
9059 | 9059 | | portion to which the person is entitled. (Tex. Prob. Code, Sec. |
---|
9060 | 9060 | | 264.) |
---|
9061 | 9061 | | Sec. 354.054. ORDER OF DISCHARGE. After an estate has been |
---|
9062 | 9062 | | withdrawn from administration under Section 354.053, the court |
---|
9063 | 9063 | | shall enter an order: |
---|
9064 | 9064 | | (1) discharging the executor or administrator; and |
---|
9065 | 9065 | | (2) declaring the administration closed. (Tex. Prob. |
---|
9066 | 9066 | | Code, Sec. 265.) |
---|
9067 | 9067 | | Sec. 354.055. LIEN ON PROPERTY OF ESTATE WITHDRAWN FROM |
---|
9068 | 9068 | | ADMINISTRATION. A lien exists on all of the estate withdrawn from |
---|
9069 | 9069 | | administration under Section 354.053 and in the possession of the |
---|
9070 | 9070 | | distributees and those claiming under the distributees with notice |
---|
9071 | 9071 | | of that lien, to secure the ultimate payment of: |
---|
9072 | 9072 | | (1) the bond under Section 354.052; and |
---|
9073 | 9073 | | (2) debts and claims secured by the bond. (Tex. Prob. |
---|
9074 | 9074 | | Code, Sec. 266.) |
---|
9075 | 9075 | | Sec. 354.056. PARTITION OF ESTATE WITHDRAWN FROM |
---|
9076 | 9076 | | ADMINISTRATION. On written application to the court, any person |
---|
9077 | 9077 | | entitled to any portion of an estate withdrawn from administration |
---|
9078 | 9078 | | under Section 354.053 may cause a partition and distribution of the |
---|
9079 | 9079 | | estate to be made among those persons entitled to the estate in |
---|
9080 | 9080 | | accordance with the provisions of this title that relate to the |
---|
9081 | 9081 | | partition and distribution of an estate. (Tex. Prob. Code, Sec. |
---|
9082 | 9082 | | 267.) |
---|
9083 | 9083 | | Sec. 354.057. CREDITORS ENTITLED TO SUE ON BOND. A creditor |
---|
9084 | 9084 | | of an estate withdrawn from administration under Section 354.053 |
---|
9085 | 9085 | | whose debt or claim against the estate is unpaid and not barred by |
---|
9086 | 9086 | | limitation is entitled to: |
---|
9087 | 9087 | | (1) commence a suit in the person's own name on the |
---|
9088 | 9088 | | bond under Section 354.052; and |
---|
9089 | 9089 | | (2) obtain a judgment on the bond for the debt or claim |
---|
9090 | 9090 | | the creditor establishes against the estate. (Tex. Prob. Code, |
---|
9091 | 9091 | | Sec. 268.) |
---|
9092 | 9092 | | Sec. 354.058. CREDITORS MAY SUE DISTRIBUTEES. (a) A |
---|
9093 | 9093 | | creditor of an estate withdrawn from administration under Section |
---|
9094 | 9094 | | 354.053 whose debt or claim against the estate is unpaid and not |
---|
9095 | 9095 | | barred by limitation may sue: |
---|
9096 | 9096 | | (1) any distributee who has received any of the |
---|
9097 | 9097 | | estate; or |
---|
9098 | 9098 | | (2) all the distributees jointly. |
---|
9099 | 9099 | | (b) A distributee is not liable for more than the |
---|
9100 | 9100 | | distributee's just proportion according to the amount of the estate |
---|
9101 | 9101 | | the distributee received in the distribution. (Tex. Prob. Code, |
---|
9102 | 9102 | | Sec. 269.) |
---|
9103 | 9103 | | CHAPTER 355. PRESENTMENT AND PAYMENT OF CLAIMS |
---|
9104 | 9104 | | SUBCHAPTER A. PRESENTMENT OF CLAIMS AGAINST ESTATES IN GENERAL |
---|
9105 | 9105 | | Sec. 355.001. PRESENTMENT OF CLAIM TO PERSONAL |
---|
9106 | 9106 | | REPRESENTATIVE |
---|
9107 | 9107 | | Sec. 355.002. PRESENTMENT OF CLAIM TO CLERK |
---|
9108 | 9108 | | Sec. 355.003. INCLUSION OF ATTORNEY'S FEES IN CLAIM |
---|
9109 | 9109 | | Sec. 355.004. AFFIDAVIT AUTHENTICATING CLAIM FOR MONEY |
---|
9110 | 9110 | | IN GENERAL |
---|
9111 | 9111 | | Sec. 355.005. AFFIDAVIT AUTHENTICATING CLAIM OF |
---|
9112 | 9112 | | CORPORATION OR OTHER ENTITY |
---|
9113 | 9113 | | Sec. 355.006. LOST OR DESTROYED EVIDENCE CONCERNING |
---|
9114 | 9114 | | CLAIM |
---|
9115 | 9115 | | Sec. 355.007. WAIVER OF CERTAIN DEFECTS OF FORM OR |
---|
9116 | 9116 | | CLAIMS OF INSUFFICIENCY |
---|
9117 | 9117 | | Sec. 355.008. EFFECT ON STATUTES OF LIMITATION OF |
---|
9118 | 9118 | | PRESENTMENT OF OR SUIT ON CLAIM |
---|
9119 | 9119 | | [Sections 355.009-355.050 reserved for expansion] |
---|
9120 | 9120 | | SUBCHAPTER B. ACTION ON CLAIMS |
---|
9121 | 9121 | | Sec. 355.051. ALLOWANCE OR REJECTION OF CLAIM |
---|
9122 | 9122 | | Sec. 355.052. FAILURE TO TIMELY ALLOW OR REJECT CLAIM |
---|
9123 | 9123 | | Sec. 355.053. CLAIM ENTERED ON CLAIM DOCKET |
---|
9124 | 9124 | | Sec. 355.054. CONTEST OF CLAIM |
---|
9125 | 9125 | | Sec. 355.055. COURT'S ACTION ON CLAIM |
---|
9126 | 9126 | | Sec. 355.056. HEARING ON CERTAIN CLAIMS |
---|
9127 | 9127 | | Sec. 355.057. COURT ORDER REGARDING ACTION ON CLAIM |
---|
9128 | 9128 | | Sec. 355.058. APPEAL OF COURT'S ACTION ON CLAIM |
---|
9129 | 9129 | | Sec. 355.059. ALLOWANCE AND APPROVAL PROHIBITED |
---|
9130 | 9130 | | WITHOUT AFFIDAVIT |
---|
9131 | 9131 | | Sec. 355.060. UNSECURED CLAIMS BARRED UNDER CERTAIN |
---|
9132 | 9132 | | CIRCUMSTANCES |
---|
9133 | 9133 | | Sec. 355.061. ALLOWING BARRED CLAIM PROHIBITED: COURT |
---|
9134 | 9134 | | DISAPPROVAL |
---|
9135 | 9135 | | Sec. 355.062. CERTAIN ACTIONS ON CLAIMS WITH LOST OR |
---|
9136 | 9136 | | DESTROYED EVIDENCE VOID |
---|
9137 | 9137 | | Sec. 355.063. CLAIMS NOT ALLOWED AFTER ORDER FOR |
---|
9138 | 9138 | | PARTITION AND DISTRIBUTION |
---|
9139 | 9139 | | Sec. 355.064. SUIT ON REJECTED CLAIM |
---|
9140 | 9140 | | Sec. 355.065. PRESENTMENT OF CLAIM PREREQUISITE FOR |
---|
9141 | 9141 | | JUDGMENT |
---|
9142 | 9142 | | Sec. 355.066. JUDGMENT IN SUIT ON REJECTED CLAIM |
---|
9143 | 9143 | | [Sections 355.067-355.100 reserved for expansion] |
---|
9144 | 9144 | | SUBCHAPTER C. PAYMENT OF CLAIMS, ALLOWANCES, AND EXPENSES |
---|
9145 | 9145 | | Sec. 355.101. APPROVAL OR ESTABLISHMENT OF CLAIM |
---|
9146 | 9146 | | REQUIRED FOR PAYMENT |
---|
9147 | 9147 | | Sec. 355.102. CLAIMS CLASSIFICATION; PRIORITY OF |
---|
9148 | 9148 | | PAYMENT |
---|
9149 | 9149 | | Sec. 355.103. PRIORITY OF CERTAIN PAYMENTS |
---|
9150 | 9150 | | Sec. 355.104. PAYMENT OF PROCEEDS FROM SALE OF |
---|
9151 | 9151 | | PROPERTY SECURING DEBT |
---|
9152 | 9152 | | Sec. 355.105. CLAIMANT'S PETITION FOR ALLOWANCE AND |
---|
9153 | 9153 | | PAYMENT OF CLAIM |
---|
9154 | 9154 | | Sec. 355.106. ORDER FOR PAYMENT OF CLAIM OBTAINED BY |
---|
9155 | 9155 | | PERSONAL REPRESENTATIVE |
---|
9156 | 9156 | | Sec. 355.107. ORDER FOR PAYMENT OF CLAIM OBTAINED BY |
---|
9157 | 9157 | | CREDITOR |
---|
9158 | 9158 | | Sec. 355.108. PAYMENT WHEN ASSETS INSUFFICIENT TO PAY |
---|
9159 | 9159 | | CLAIMS OF SAME CLASS |
---|
9160 | 9160 | | Sec. 355.109. ABATEMENT OF BEQUESTS |
---|
9161 | 9161 | | Sec. 355.110. ALLOCATION OF FUNERAL EXPENSES |
---|
9162 | 9162 | | Sec. 355.111. PAYMENT OF COURT COSTS RELATING TO CLAIM |
---|
9163 | 9163 | | Sec. 355.112. JOINT OBLIGATION FOR PAYMENT OF CERTAIN |
---|
9164 | 9164 | | DEBTS |
---|
9165 | 9165 | | Sec. 355.113. LIABILITY FOR NONPAYMENT OF CLAIM |
---|
9166 | 9166 | | [Sections 355.114-355.150 reserved for expansion] |
---|
9167 | 9167 | | SUBCHAPTER D. PRESENTMENT AND PAYMENT OF SECURED CLAIMS FOR MONEY |
---|
9168 | 9168 | | Sec. 355.151. OPTION TO TREAT CLAIM AS MATURED SECURED |
---|
9169 | 9169 | | CLAIM OR PREFERRED DEBT AND LIEN |
---|
9170 | 9170 | | Sec. 355.152. PERIOD FOR SPECIFYING TREATMENT OF |
---|
9171 | 9171 | | SECURED CLAIM |
---|
9172 | 9172 | | Sec. 355.153. PAYMENT OF MATURED SECURED CLAIM |
---|
9173 | 9173 | | Sec. 355.154. PREFERRED DEBT AND LIEN |
---|
9174 | 9174 | | Sec. 355.155. PAYMENT OF MATURITIES ON PREFERRED DEBT |
---|
9175 | 9175 | | AND LIEN |
---|
9176 | 9176 | | Sec. 355.156. AFFIDAVIT REQUIRED FOR FORECLOSURE |
---|
9177 | 9177 | | Sec. 355.157. CITATION ON APPLICATION |
---|
9178 | 9178 | | Sec. 355.158. HEARING ON APPLICATION |
---|
9179 | 9179 | | Sec. 355.159. MANNER OF FORECLOSURE; MINIMUM PRICE |
---|
9180 | 9180 | | Sec. 355.160. UNSUCCESSFUL FORECLOSURE; SUBSEQUENT |
---|
9181 | 9181 | | APPLICATION |
---|
9182 | 9182 | | [Sections 355.161-355.200 reserved for expansion] |
---|
9183 | 9183 | | SUBCHAPTER E. CLAIMS INVOLVING PERSONAL REPRESENTATIVES |
---|
9184 | 9184 | | Sec. 355.201. CLAIM BY PERSONAL REPRESENTATIVE |
---|
9185 | 9185 | | Sec. 355.202. CLAIMS AGAINST PERSONAL REPRESENTATIVES |
---|
9186 | 9186 | | Sec. 355.203. PURCHASE OF CLAIM BY PERSONAL |
---|
9187 | 9187 | | REPRESENTATIVE PROHIBITED |
---|
9188 | 9188 | | CHAPTER 355. PRESENTMENT AND PAYMENT OF CLAIMS |
---|
9189 | 9189 | | SUBCHAPTER A. PRESENTMENT OF CLAIMS AGAINST ESTATES IN GENERAL |
---|
9190 | 9190 | | Sec. 355.001. PRESENTMENT OF CLAIM TO PERSONAL |
---|
9191 | 9191 | | REPRESENTATIVE. A claim may be presented to a personal |
---|
9192 | 9192 | | representative of an estate at any time before the estate is closed |
---|
9193 | 9193 | | if suit on the claim has not been barred by the general statutes of |
---|
9194 | 9194 | | limitation. (Tex. Prob. Code, Sec. 298(a) (part).) |
---|
9195 | 9195 | | Sec. 355.002. PRESENTMENT OF CLAIM TO CLERK. (a) A claim |
---|
9196 | 9196 | | may also be presented by depositing the claim with the clerk with |
---|
9197 | 9197 | | vouchers and the necessary exhibits and affidavit attached to the |
---|
9198 | 9198 | | claim. On receiving a claim deposited under this subsection, the |
---|
9199 | 9199 | | clerk shall advise the personal representative or the |
---|
9200 | 9200 | | representative's attorney of the deposit of the claim by a letter |
---|
9201 | 9201 | | mailed to the representative's last known address. |
---|
9202 | 9202 | | (b) A claim deposited under Subsection (a) is presumed to be |
---|
9203 | 9203 | | rejected if the personal representative fails to act on the claim on |
---|
9204 | 9204 | | or before the 30th day after the date the claim is deposited. |
---|
9205 | 9205 | | (c) Failure of the clerk to give the notice required under |
---|
9206 | 9206 | | Subsection (a) does not affect the validity of the presentment or |
---|
9207 | 9207 | | the presumption of rejection because the personal representative |
---|
9208 | 9208 | | does not act on the claim within the 30-day period prescribed by |
---|
9209 | 9209 | | Subsection (b). |
---|
9210 | 9210 | | (d) The clerk shall enter a claim deposited under Subsection |
---|
9211 | 9211 | | (a) on the claim docket. (Tex. Prob. Code, Sec. 308.) |
---|
9212 | 9212 | | Sec. 355.003. INCLUSION OF ATTORNEY'S FEES IN CLAIM. If the |
---|
9213 | 9213 | | instrument evidencing or supporting a claim provides for attorney's |
---|
9214 | 9214 | | fees, the claimant may include as a part of the claim the portion of |
---|
9215 | 9215 | | attorney's fees the claimant has paid or contracted to pay to an |
---|
9216 | 9216 | | attorney to prepare, present, and collect the claim. (Tex. Prob. |
---|
9217 | 9217 | | Code, Sec. 307.) |
---|
9218 | 9218 | | Sec. 355.004. AFFIDAVIT AUTHENTICATING CLAIM FOR MONEY IN |
---|
9219 | 9219 | | GENERAL. (a) Except as provided by Section 355.005, a claim for |
---|
9220 | 9220 | | money against an estate must be supported by an affidavit that |
---|
9221 | 9221 | | states: |
---|
9222 | 9222 | | (1) that the claim is just; |
---|
9223 | 9223 | | (2) that all legal offsets, payments, and credits |
---|
9224 | 9224 | | known to the affiant have been allowed; and |
---|
9225 | 9225 | | (3) if the claim is not founded on a written instrument |
---|
9226 | 9226 | | or account, the facts on which the claim is founded. |
---|
9227 | 9227 | | (b) A photostatic copy of an exhibit or voucher necessary to |
---|
9228 | 9228 | | prove a claim may be offered with and attached to the claim instead |
---|
9229 | 9229 | | of attaching the original. (Tex. Prob. Code, Sec. 301 (part).) |
---|
9230 | 9230 | | Sec. 355.005. AFFIDAVIT AUTHENTICATING CLAIM OF |
---|
9231 | 9231 | | CORPORATION OR OTHER ENTITY. (a) An authorized officer or |
---|
9232 | 9232 | | representative of a corporation or other entity shall make the |
---|
9233 | 9233 | | affidavit required to authenticate a claim of the corporation or |
---|
9234 | 9234 | | entity. |
---|
9235 | 9235 | | (b) In an affidavit made by an officer of a corporation, or |
---|
9236 | 9236 | | by an executor, administrator, trustee, assignee, agent, |
---|
9237 | 9237 | | representative, or attorney, it is sufficient to state that the |
---|
9238 | 9238 | | affiant has made diligent inquiry and examination and believes the |
---|
9239 | 9239 | | claim is just and that all legal offsets, payments, and credits made |
---|
9240 | 9240 | | known to the affiant have been allowed. (Tex. Prob. Code, Sec. |
---|
9241 | 9241 | | 304.) |
---|
9242 | 9242 | | Sec. 355.006. LOST OR DESTROYED EVIDENCE CONCERNING CLAIM. |
---|
9243 | 9243 | | If evidence of a claim is lost or destroyed, the claimant or an |
---|
9244 | 9244 | | authorized representative or agent of the claimant may make an |
---|
9245 | 9245 | | affidavit to the fact of the loss or destruction. The affidavit must |
---|
9246 | 9246 | | state: |
---|
9247 | 9247 | | (1) the amount, date, and nature of the claim; |
---|
9248 | 9248 | | (2) the due date of the claim; |
---|
9249 | 9249 | | (3) that the claim is just; |
---|
9250 | 9250 | | (4) that all legal offsets, payments, and credits |
---|
9251 | 9251 | | known to the affiant have been allowed; and |
---|
9252 | 9252 | | (5) that the claimant is still the owner of the claim. |
---|
9253 | 9253 | | (Tex. Prob. Code, Sec. 303 (part).) |
---|
9254 | 9254 | | Sec. 355.007. WAIVER OF CERTAIN DEFECTS OF FORM OR CLAIMS OF |
---|
9255 | 9255 | | INSUFFICIENCY. A defect of form or a claim of insufficiency of a |
---|
9256 | 9256 | | presented exhibit or voucher is considered waived by the personal |
---|
9257 | 9257 | | representative unless a written objection to the defect or |
---|
9258 | 9258 | | insufficiency is made not later than the 30th day after the date the |
---|
9259 | 9259 | | claim is presented and is filed with the county clerk. (Tex. Prob. |
---|
9260 | 9260 | | Code, Sec. 302.) |
---|
9261 | 9261 | | Sec. 355.008. EFFECT ON STATUTES OF LIMITATION OF |
---|
9262 | 9262 | | PRESENTMENT OF OR SUIT ON CLAIM. The general statutes of limitation |
---|
9263 | 9263 | | are tolled on the date: |
---|
9264 | 9264 | | (1) a claim for money is filed or deposited with the |
---|
9265 | 9265 | | clerk; or |
---|
9266 | 9266 | | (2) suit is brought against the personal |
---|
9267 | 9267 | | representative of an estate with respect to a claim of the estate |
---|
9268 | 9268 | | that is not required to be presented to the representative. (Tex. |
---|
9269 | 9269 | | Prob. Code, Sec. 299.) |
---|
9270 | 9270 | | [Sections 355.009-355.050 reserved for expansion] |
---|
9271 | 9271 | | SUBCHAPTER B. ACTION ON CLAIMS |
---|
9272 | 9272 | | Sec. 355.051. ALLOWANCE OR REJECTION OF CLAIM. A personal |
---|
9273 | 9273 | | representative of an estate shall, not later than the 30th day after |
---|
9274 | 9274 | | the date an authenticated claim against the estate is presented to |
---|
9275 | 9275 | | the representative, or deposited with the clerk as provided under |
---|
9276 | 9276 | | Section 355.002, endorse on the claim, attach to the claim, or file |
---|
9277 | 9277 | | with the clerk a memorandum signed by the representative stating: |
---|
9278 | 9278 | | (1) the date the claim was presented or deposited; and |
---|
9279 | 9279 | | (2) whether the representative allows or rejects the |
---|
9280 | 9280 | | claim, or if the representative allows or rejects a part of the |
---|
9281 | 9281 | | claim, the portion the representative allows or rejects. (Tex. |
---|
9282 | 9282 | | Prob. Code, Sec. 309.) |
---|
9283 | 9283 | | Sec. 355.052. FAILURE TO TIMELY ALLOW OR REJECT CLAIM. The |
---|
9284 | 9284 | | failure of a personal representative to timely allow or reject a |
---|
9285 | 9285 | | claim under Section 355.051 constitutes a rejection of the claim. |
---|
9286 | 9286 | | If the claim is established by suit after that rejection: |
---|
9287 | 9287 | | (1) the costs shall be taxed against the |
---|
9288 | 9288 | | representative, individually; or |
---|
9289 | 9289 | | (2) the representative may be removed on the written |
---|
9290 | 9290 | | complaint of any person interested in the claim after personal |
---|
9291 | 9291 | | service of citation, hearing, and proof, as in other cases of |
---|
9292 | 9292 | | removal. (Tex. Prob. Code, Sec. 310.) |
---|
9293 | 9293 | | Sec. 355.053. CLAIM ENTERED ON CLAIM DOCKET. After a claim |
---|
9294 | 9294 | | against an estate has been presented to the personal representative |
---|
9295 | 9295 | | and allowed or rejected, wholly or partly, by the representative, |
---|
9296 | 9296 | | the claim must be filed with the county clerk of the proper county. |
---|
9297 | 9297 | | The clerk shall enter the claim on the claim docket. (Tex. Prob. |
---|
9298 | 9298 | | Code, Sec. 311.) |
---|
9299 | 9299 | | Sec. 355.054. CONTEST OF CLAIM. (a) A person interested in |
---|
9300 | 9300 | | an estate may, at any time before the court has acted on a claim, |
---|
9301 | 9301 | | appear and object in writing to the approval of the claim or any |
---|
9302 | 9302 | | part of the claim. |
---|
9303 | 9303 | | (b) If a person objects under Subsection (a): |
---|
9304 | 9304 | | (1) the parties are entitled to process for witnesses; |
---|
9305 | 9305 | | and |
---|
9306 | 9306 | | (2) the court shall hear evidence and render judgment |
---|
9307 | 9307 | | as in ordinary suits. (Tex. Prob. Code, Sec. 312(a).) |
---|
9308 | 9308 | | Sec. 355.055. COURT'S ACTION ON CLAIM. The court shall: |
---|
9309 | 9309 | | (1) act on each claim that has been allowed and entered |
---|
9310 | 9310 | | on the claim docket for a period of 10 days either approving the |
---|
9311 | 9311 | | claim wholly or partly or disapproving the claim; and |
---|
9312 | 9312 | | (2) concurrently classify the claim. (Tex. Prob. |
---|
9313 | 9313 | | Code, Sec. 312(b).) |
---|
9314 | 9314 | | Sec. 355.056. HEARING ON CERTAIN CLAIMS. (a) If a claim is |
---|
9315 | 9315 | | properly authenticated and allowed but the court is not satisfied |
---|
9316 | 9316 | | that the claim is just, the court shall: |
---|
9317 | 9317 | | (1) examine the claimant and the personal |
---|
9318 | 9318 | | representative under oath; and |
---|
9319 | 9319 | | (2) hear other evidence necessary to determine the |
---|
9320 | 9320 | | issue. |
---|
9321 | 9321 | | (b) If after conducting the examination and hearing the |
---|
9322 | 9322 | | evidence under Subsection (a) the court is not convinced that the |
---|
9323 | 9323 | | claim is just, the court shall disapprove the claim. (Tex. Prob. |
---|
9324 | 9324 | | Code, Sec. 312(c).) |
---|
9325 | 9325 | | Sec. 355.057. COURT ORDER REGARDING ACTION ON CLAIM. (a) |
---|
9326 | 9326 | | The court acting on a claim shall state the exact action taken on |
---|
9327 | 9327 | | the claim, whether the claim is approved or disapproved, or |
---|
9328 | 9328 | | approved in part and disapproved in part, and the classification of |
---|
9329 | 9329 | | the claim by endorsing on or attaching to the claim a written |
---|
9330 | 9330 | | memorandum that is dated and officially signed. |
---|
9331 | 9331 | | (b) An order under Subsection (a) has the effect of a final |
---|
9332 | 9332 | | judgment. (Tex. Prob. Code, Sec. 312(d).) |
---|
9333 | 9333 | | Sec. 355.058. APPEAL OF COURT'S ACTION ON CLAIM. A claimant |
---|
9334 | 9334 | | or any person interested in an estate who is dissatisfied with the |
---|
9335 | 9335 | | court's action on a claim may appeal the action to the court of |
---|
9336 | 9336 | | appeals in the manner other judgments of the county court in probate |
---|
9337 | 9337 | | matters are appealed. (Tex. Prob. Code, Sec. 312(e).) |
---|
9338 | 9338 | | Sec. 355.059. ALLOWANCE AND APPROVAL PROHIBITED WITHOUT |
---|
9339 | 9339 | | AFFIDAVIT. A personal representative of an estate may not allow, |
---|
9340 | 9340 | | and the court may not approve, a claim for money against the estate |
---|
9341 | 9341 | | unless the claim is supported by an affidavit that meets the |
---|
9342 | 9342 | | applicable requirements of Sections 355.004(a) and 355.005. (Tex. |
---|
9343 | 9343 | | Prob. Code, Sec. 301 (part).) |
---|
9344 | 9344 | | Sec. 355.060. UNSECURED CLAIMS BARRED UNDER CERTAIN |
---|
9345 | 9345 | | CIRCUMSTANCES. If a personal representative gives a notice |
---|
9346 | 9346 | | permitted by Section 308.054 to an unsecured creditor for money and |
---|
9347 | 9347 | | the creditor's claim is not presented within four months after the |
---|
9348 | 9348 | | date of receipt of the notice, the claim is barred. (Tex. Prob. |
---|
9349 | 9349 | | Code, Sec. 298(a) (part).) |
---|
9350 | 9350 | | Sec. 355.061. ALLOWING BARRED CLAIM PROHIBITED: COURT |
---|
9351 | 9351 | | DISAPPROVAL. (a) A personal representative may not allow a claim |
---|
9352 | 9352 | | for money against a decedent or the decedent's estate if a suit on |
---|
9353 | 9353 | | the claim is barred: |
---|
9354 | 9354 | | (1) under Section 355.060, 355.064, or 355.201(b); or |
---|
9355 | 9355 | | (2) by an applicable general statute of limitation. |
---|
9356 | 9356 | | (b) A claim for money that is allowed by the personal |
---|
9357 | 9357 | | representative shall be disapproved if the court is satisfied that |
---|
9358 | 9358 | | the claim is barred, including because the limitation has run. |
---|
9359 | 9359 | | (Tex. Prob. Code, Sec. 298(b).) |
---|
9360 | 9360 | | Sec. 355.062. CERTAIN ACTIONS ON CLAIMS WITH LOST OR |
---|
9361 | 9361 | | DESTROYED EVIDENCE VOID. (a) Before a claim the evidence for which |
---|
9362 | 9362 | | is lost or destroyed is approved, the claim must be proved by |
---|
9363 | 9363 | | disinterested testimony taken in open court or by oral or written |
---|
9364 | 9364 | | deposition. |
---|
9365 | 9365 | | (b) The allowance or approval of a claim the evidence for |
---|
9366 | 9366 | | which is lost or destroyed is void if the claim is: |
---|
9367 | 9367 | | (1) allowed or approved without the affidavit under |
---|
9368 | 9368 | | Section 355.006; or |
---|
9369 | 9369 | | (2) approved without satisfactory proof. (Tex. Prob. |
---|
9370 | 9370 | | Code, Sec. 303 (part).) |
---|
9371 | 9371 | | Sec. 355.063. CLAIMS NOT ALLOWED AFTER ORDER FOR PARTITION |
---|
9372 | 9372 | | AND DISTRIBUTION. After an order for final partition and |
---|
9373 | 9373 | | distribution of an estate has been made: |
---|
9374 | 9374 | | (1) a claim for money against the estate may not be |
---|
9375 | 9375 | | allowed by a personal representative; |
---|
9376 | 9376 | | (2) a suit may not be commenced against the |
---|
9377 | 9377 | | representative on a claim for money against the estate; and |
---|
9378 | 9378 | | (3) the owner of any claim that is not barred by the |
---|
9379 | 9379 | | laws of limitation has a right of action on the claim against the |
---|
9380 | 9380 | | heirs, devisees, or creditors of the estate, limited to the value of |
---|
9381 | 9381 | | the property received by those heirs, devisees, or creditors in |
---|
9382 | 9382 | | distributions from the estate. (Tex. Prob. Code, Sec. 318.) |
---|
9383 | 9383 | | Sec. 355.064. SUIT ON REJECTED CLAIM. (a) A claim or part |
---|
9384 | 9384 | | of a claim that has been rejected by the personal representative is |
---|
9385 | 9385 | | barred unless not later than the 90th day after the date of |
---|
9386 | 9386 | | rejection the claimant commences suit on the claim in the court of |
---|
9387 | 9387 | | original probate jurisdiction in which the estate is pending. |
---|
9388 | 9388 | | (b) In a suit commenced on the rejected claim, the |
---|
9389 | 9389 | | memorandum endorsed on or attached to the claim, or any other |
---|
9390 | 9390 | | memorandum of rejection filed with respect to the claim, is taken to |
---|
9391 | 9391 | | be true without further proof unless denied under oath. (Tex. Prob. |
---|
9392 | 9392 | | Code, Sec. 313 (part).) |
---|
9393 | 9393 | | Sec. 355.065. PRESENTMENT OF CLAIM PREREQUISITE FOR |
---|
9394 | 9394 | | JUDGMENT. A judgment may not be rendered in favor of a claimant on a |
---|
9395 | 9395 | | claim for money that has not been: |
---|
9396 | 9396 | | (1) legally presented to the personal representative |
---|
9397 | 9397 | | of an estate; and |
---|
9398 | 9398 | | (2) wholly or partly rejected by the representative or |
---|
9399 | 9399 | | disapproved by the court. (Tex. Prob. Code, Sec. 314.) |
---|
9400 | 9400 | | Sec. 355.066. JUDGMENT IN SUIT ON REJECTED CLAIM. No |
---|
9401 | 9401 | | execution may issue on a rejected claim or part of a claim that is |
---|
9402 | 9402 | | established by suit. The judgment in the suit shall be: |
---|
9403 | 9403 | | (1) filed in the court in which the estate is pending; |
---|
9404 | 9404 | | (2) entered on the claim docket; |
---|
9405 | 9405 | | (3) classified by the court; and |
---|
9406 | 9406 | | (4) handled as if originally allowed and approved in |
---|
9407 | 9407 | | due course of administration. (Tex. Prob. Code, Sec. 313 (part).) |
---|
9408 | 9408 | | [Sections 355.067-355.100 reserved for expansion] |
---|
9409 | 9409 | | SUBCHAPTER C. PAYMENT OF CLAIMS, ALLOWANCES, AND EXPENSES |
---|
9410 | 9410 | | Sec. 355.101. APPROVAL OR ESTABLISHMENT OF CLAIM REQUIRED |
---|
9411 | 9411 | | FOR PAYMENT. A claim or any part of a claim for money against an |
---|
9412 | 9412 | | estate may not be paid until the claim or part of the claim has been |
---|
9413 | 9413 | | approved by the court or established by the judgment of a court of |
---|
9414 | 9414 | | competent jurisdiction. (Tex. Prob. Code, Sec. 319.) |
---|
9415 | 9415 | | Sec. 355.102. CLAIMS CLASSIFICATION; PRIORITY OF PAYMENT. |
---|
9416 | 9416 | | (a) Claims against an estate shall be classified and have priority |
---|
9417 | 9417 | | of payment as provided by this section. |
---|
9418 | 9418 | | (b) Class 1 claims are composed of funeral expenses and |
---|
9419 | 9419 | | expenses of the decedent's last illness for a reasonable amount |
---|
9420 | 9420 | | approved by the court, not to exceed a total of $15,000. Any excess |
---|
9421 | 9421 | | shall be classified and paid as other unsecured claims. |
---|
9422 | 9422 | | (c) Class 2 claims are composed of expenses of |
---|
9423 | 9423 | | administration, expenses incurred in preserving, safekeeping, and |
---|
9424 | 9424 | | managing the estate, including fees and expenses awarded under |
---|
9425 | 9425 | | Section 352.052, and unpaid expenses of administration awarded in a |
---|
9426 | 9426 | | guardianship of the decedent. |
---|
9427 | 9427 | | (d) Class 3 claims are composed of each secured claim for |
---|
9428 | 9428 | | money under Section 355.151(a)(1), including a tax lien, to the |
---|
9429 | 9429 | | extent the claim can be paid out of the proceeds of the property |
---|
9430 | 9430 | | subject to the mortgage or other lien. If more than one mortgage, |
---|
9431 | 9431 | | lien, or security interest exists on the same property, the claims |
---|
9432 | 9432 | | shall be paid in order of priority of the mortgage, lien, or |
---|
9433 | 9433 | | security interest securing the debt. |
---|
9434 | 9434 | | (e) Class 4 claims are composed of claims for the principal |
---|
9435 | 9435 | | amount of and accrued interest on delinquent child support and |
---|
9436 | 9436 | | child support arrearages that have been confirmed and reduced to |
---|
9437 | 9437 | | money judgment, as determined under Subchapter F, Chapter 157, |
---|
9438 | 9438 | | Family Code, and claims for unpaid child support obligations under |
---|
9439 | 9439 | | Section 154.015, Family Code. |
---|
9440 | 9440 | | (f) Class 5 claims are composed of claims for taxes, |
---|
9441 | 9441 | | penalties, and interest due under Title 2, Tax Code, Chapter 2153, |
---|
9442 | 9442 | | Occupations Code, Section 81.111, Natural Resources Code, the |
---|
9443 | 9443 | | Municipal Sales and Use Tax Act (Chapter 321, Tax Code), Section |
---|
9444 | 9444 | | 451.404, Transportation Code, or Subchapter I, Chapter 452, |
---|
9445 | 9445 | | Transportation Code. |
---|
9446 | 9446 | | (g) Class 6 claims are composed of claims for the cost of |
---|
9447 | 9447 | | confinement established by the institutional division of the Texas |
---|
9448 | 9448 | | Department of Criminal Justice under Section 501.017, Government |
---|
9449 | 9449 | | Code. |
---|
9450 | 9450 | | (h) Class 7 claims are composed of claims for repayment of |
---|
9451 | 9451 | | medical assistance payments made by the state under Chapter 32, |
---|
9452 | 9452 | | Human Resources Code, to or for the benefit of the decedent. |
---|
9453 | 9453 | | (i) Class 8 claims are composed of any other claims not |
---|
9454 | 9454 | | described by Subsections (b)-(h). (Tex. Prob. Code, Sec. 322.) |
---|
9455 | 9455 | | Sec. 355.103. PRIORITY OF CERTAIN PAYMENTS. When a |
---|
9456 | 9456 | | personal representative has estate funds in the representative's |
---|
9457 | 9457 | | possession, the representative shall pay in the following order: |
---|
9458 | 9458 | | (1) funeral expenses and expenses of the decedent's |
---|
9459 | 9459 | | last illness, in an amount not to exceed $15,000; |
---|
9460 | 9460 | | (2) allowances made to the decedent's surviving spouse |
---|
9461 | 9461 | | and children, or to either the surviving spouse or children; |
---|
9462 | 9462 | | (3) expenses of administration and expenses incurred |
---|
9463 | 9463 | | in preserving, safekeeping, and managing the estate; and |
---|
9464 | 9464 | | (4) other claims against the estate in the order of the |
---|
9465 | 9465 | | claims' classifications. (Tex. Prob. Code, Sec. 320(a).) |
---|
9466 | 9466 | | Sec. 355.104. PAYMENT OF PROCEEDS FROM SALE OF PROPERTY |
---|
9467 | 9467 | | SECURING DEBT. (a) If a personal representative has the proceeds |
---|
9468 | 9468 | | of a sale made to satisfy a mortgage, lien, or security interest, |
---|
9469 | 9469 | | and the proceeds or any part of the proceeds are not required for |
---|
9470 | 9470 | | the payment of any debts against the estate that have a preference |
---|
9471 | 9471 | | over the mortgage, lien, or security interest, the representative |
---|
9472 | 9472 | | shall pay the proceeds to any holder of a mortgage, lien, or |
---|
9473 | 9473 | | security interest. If there is more than one mortgage, lien, or |
---|
9474 | 9474 | | security interest against the property, the representative shall |
---|
9475 | 9475 | | pay the proceeds to the holders of the mortgages, liens, or security |
---|
9476 | 9476 | | interests in the order of priority of the holders' mortgages, |
---|
9477 | 9477 | | liens, or security interests. |
---|
9478 | 9478 | | (b) A holder of a mortgage, lien, or security interest, on |
---|
9479 | 9479 | | proof of a personal representative's failure to pay proceeds under |
---|
9480 | 9480 | | this section, may obtain an order from the court directing the |
---|
9481 | 9481 | | payment to be made. (Tex. Prob. Code, Sec. 320(b).) |
---|
9482 | 9482 | | Sec. 355.105. CLAIMANT'S PETITION FOR ALLOWANCE AND PAYMENT |
---|
9483 | 9483 | | OF CLAIM. A claimant whose claim has not been paid may: |
---|
9484 | 9484 | | (1) petition the court for determination of the claim |
---|
9485 | 9485 | | at any time before the claim is barred by an applicable statute of |
---|
9486 | 9486 | | limitations; and |
---|
9487 | 9487 | | (2) procure on due proof an order for the claim's |
---|
9488 | 9488 | | allowance and payment from the estate. (Tex. Prob. Code, Sec. |
---|
9489 | 9489 | | 320(c).) |
---|
9490 | 9490 | | Sec. 355.106. ORDER FOR PAYMENT OF CLAIM OBTAINED BY |
---|
9491 | 9491 | | PERSONAL REPRESENTATIVE. After the sixth month after the date |
---|
9492 | 9492 | | letters testamentary or of administration are granted, the court |
---|
9493 | 9493 | | may order a personal representative to pay any claim that is allowed |
---|
9494 | 9494 | | and approved on application by the representative stating that the |
---|
9495 | 9495 | | representative has no actual knowledge of any outstanding |
---|
9496 | 9496 | | enforceable claim against the estate other than the claims already |
---|
9497 | 9497 | | approved and classified by the court. (Tex. Prob. Code, Sec. |
---|
9498 | 9498 | | 320(d).) |
---|
9499 | 9499 | | Sec. 355.107. ORDER FOR PAYMENT OF CLAIM OBTAINED BY |
---|
9500 | 9500 | | CREDITOR. (a) At any time after the first anniversary of the date |
---|
9501 | 9501 | | letters testamentary are granted for an estate, a creditor of the |
---|
9502 | 9502 | | estate whose claim or part of a claim has been approved by the court |
---|
9503 | 9503 | | or established by suit may obtain an order directing that payment of |
---|
9504 | 9504 | | the claim or part of the claim be made on written application and |
---|
9505 | 9505 | | proof, except as provided by Subsection (b), showing that the |
---|
9506 | 9506 | | estate has sufficient available funds. |
---|
9507 | 9507 | | (b) If the estate does not have available funds to pay a |
---|
9508 | 9508 | | claim or part of a claim described by Subsection (a) and waiting for |
---|
9509 | 9509 | | the estate to receive funds from other sources would unreasonably |
---|
9510 | 9510 | | delay the payment, the court shall order the sale of estate property |
---|
9511 | 9511 | | sufficient to make the payment. |
---|
9512 | 9512 | | (c) The personal representative of the estate must first be |
---|
9513 | 9513 | | cited on a written application under Subsection (a) to appear and |
---|
9514 | 9514 | | show cause why the order should not be made. (Tex. Prob. Code, Sec. |
---|
9515 | 9515 | | 326.) |
---|
9516 | 9516 | | Sec. 355.108. PAYMENT WHEN ASSETS INSUFFICIENT TO PAY |
---|
9517 | 9517 | | CLAIMS OF SAME CLASS. (a) If there are insufficient assets to pay |
---|
9518 | 9518 | | all claims of the same class, other than secured claims for money, |
---|
9519 | 9519 | | the claims in that class shall be paid pro rata, as directed by the |
---|
9520 | 9520 | | court, and in the order directed. |
---|
9521 | 9521 | | (b) A personal representative may not be allowed to pay a |
---|
9522 | 9522 | | claim under Subsection (a) other than with the pro rata amount of |
---|
9523 | 9523 | | the estate funds that have come into the representative's |
---|
9524 | 9524 | | possession, regardless of whether the estate is solvent or |
---|
9525 | 9525 | | insolvent. (Tex. Prob. Code, Sec. 321.) |
---|
9526 | 9526 | | Sec. 355.109. ABATEMENT OF BEQUESTS. (a) Except as |
---|
9527 | 9527 | | provided by Subsections (b), (c), and (d), a decedent's property is |
---|
9528 | 9528 | | liable for debts and expenses of administration other than estate |
---|
9529 | 9529 | | taxes, and bequests abate in the following order: |
---|
9530 | 9530 | | (1) property not disposed of by will, but passing by |
---|
9531 | 9531 | | intestacy; |
---|
9532 | 9532 | | (2) personal property of the residuary estate; |
---|
9533 | 9533 | | (3) real property of the residuary estate; |
---|
9534 | 9534 | | (4) general bequests of personal property; |
---|
9535 | 9535 | | (5) general devises of real property; |
---|
9536 | 9536 | | (6) specific bequests of personal property; and |
---|
9537 | 9537 | | (7) specific devises of real property. |
---|
9538 | 9538 | | (b) This section does not affect the requirements for |
---|
9539 | 9539 | | payment of a claim of a secured creditor who elects to have the |
---|
9540 | 9540 | | claim continued as a preferred debt and lien against specific |
---|
9541 | 9541 | | property under Subchapter D. |
---|
9542 | 9542 | | (c) A decedent's intent expressed in a will controls over |
---|
9543 | 9543 | | the abatement of bequests provided by this section. |
---|
9544 | 9544 | | (d) This section does not apply to the payment of estate |
---|
9545 | 9545 | | taxes under Subchapter A, Chapter 124. (Tex. Prob. Code, Sec. |
---|
9546 | 9546 | | 322B.) |
---|
9547 | 9547 | | Sec. 355.110. ALLOCATION OF FUNERAL EXPENSES. A personal |
---|
9548 | 9548 | | representative paying a claim for funeral expenses and for items |
---|
9549 | 9549 | | incident to the funeral, such as a tombstone, grave marker, crypt, |
---|
9550 | 9550 | | or burial plot: |
---|
9551 | 9551 | | (1) shall charge all of the claim to the decedent's |
---|
9552 | 9552 | | estate; and |
---|
9553 | 9553 | | (2) may not charge any part of the claim to the |
---|
9554 | 9554 | | community share of a surviving spouse. (Tex. Prob. Code, Sec. |
---|
9555 | 9555 | | 320A.) |
---|
9556 | 9556 | | Sec. 355.111. PAYMENT OF COURT COSTS RELATING TO CLAIM. All |
---|
9557 | 9557 | | costs incurred in the probate court with respect to a claim shall be |
---|
9558 | 9558 | | taxed as follows: |
---|
9559 | 9559 | | (1) if the claim is allowed and approved, the estate |
---|
9560 | 9560 | | shall pay the costs; |
---|
9561 | 9561 | | (2) if the claim is allowed but disapproved, the |
---|
9562 | 9562 | | claimant shall pay the costs; |
---|
9563 | 9563 | | (3) if the claim is rejected but established by suit, |
---|
9564 | 9564 | | the estate shall pay the costs; |
---|
9565 | 9565 | | (4) if the claim is rejected and not established by |
---|
9566 | 9566 | | suit, the claimant shall pay the costs, except as provided by |
---|
9567 | 9567 | | Section 355.052; and |
---|
9568 | 9568 | | (5) if the claim is rejected in part and the claimant |
---|
9569 | 9569 | | fails, in a suit to establish the claim, to recover a judgment for a |
---|
9570 | 9570 | | greater amount than was allowed or approved for the claim, the |
---|
9571 | 9571 | | claimant shall pay all costs in the suit. (Tex. Prob. Code, Sec. |
---|
9572 | 9572 | | 315.) |
---|
9573 | 9573 | | Sec. 355.112. JOINT OBLIGATION FOR PAYMENT OF CERTAIN |
---|
9574 | 9574 | | DEBTS. On the death of a person jointly bound with one or more other |
---|
9575 | 9575 | | persons for the payment of a debt or for any other purpose, the |
---|
9576 | 9576 | | decedent's estate shall be charged by virtue of the obligation in |
---|
9577 | 9577 | | the same manner as if the obligors had been bound severally as well |
---|
9578 | 9578 | | as jointly. (Tex. Prob. Code, Sec. 323.) |
---|
9579 | 9579 | | Sec. 355.113. LIABILITY FOR NONPAYMENT OF CLAIM. (a) A |
---|
9580 | 9580 | | person or claimant, except the state treasury, entitled to payment |
---|
9581 | 9581 | | from an estate of money the court orders to be paid is authorized to |
---|
9582 | 9582 | | have execution issued against the estate property for the amount |
---|
9583 | 9583 | | due, with interest and costs, if: |
---|
9584 | 9584 | | (1) the personal representative fails to pay the money |
---|
9585 | 9585 | | on demand; |
---|
9586 | 9586 | | (2) estate funds are available to make the payment; |
---|
9587 | 9587 | | and |
---|
9588 | 9588 | | (3) the person or claimant makes an affidavit of the |
---|
9589 | 9589 | | demand for payment and the representative's failure to pay. |
---|
9590 | 9590 | | (b) The court may cite the personal representative and the |
---|
9591 | 9591 | | sureties on the representative's bond to show cause why the |
---|
9592 | 9592 | | representative and sureties should not be held liable under |
---|
9593 | 9593 | | Subsection (a) for the debt, interest, costs, and damages: |
---|
9594 | 9594 | | (1) on return of the execution not satisfied; or |
---|
9595 | 9595 | | (2) on the affidavit of demand and failure to pay under |
---|
9596 | 9596 | | Subsection (a). |
---|
9597 | 9597 | | (c) On the return of citation served under Subsection (b), |
---|
9598 | 9598 | | the court shall render judgment against the cited personal |
---|
9599 | 9599 | | representative and sureties, in favor of the claim holder, if good |
---|
9600 | 9600 | | cause why the representative and sureties should not be held liable |
---|
9601 | 9601 | | is not shown. The judgment must be for: |
---|
9602 | 9602 | | (1) the amount previously ordered to be paid or |
---|
9603 | 9603 | | established by suit that remains unpaid, together with interest and |
---|
9604 | 9604 | | costs; and |
---|
9605 | 9605 | | (2) damages on the amount neglected to be paid at the |
---|
9606 | 9606 | | rate of five percent per month for each month, or fraction of a |
---|
9607 | 9607 | | month, that the payment was neglected to be paid after demand was |
---|
9608 | 9608 | | made. |
---|
9609 | 9609 | | (d) Damages ordered under Subsection (c)(2) may be |
---|
9610 | 9610 | | collected in any court of competent jurisdiction. (Tex. Prob. |
---|
9611 | 9611 | | Code, Sec. 328.) |
---|
9612 | 9612 | | [Sections 355.114-355.150 reserved for expansion] |
---|
9613 | 9613 | | SUBCHAPTER D. PRESENTMENT AND PAYMENT OF SECURED CLAIMS FOR MONEY |
---|
9614 | 9614 | | Sec. 355.151. OPTION TO TREAT CLAIM AS MATURED SECURED |
---|
9615 | 9615 | | CLAIM OR PREFERRED DEBT AND LIEN. (a) If a secured claim for money |
---|
9616 | 9616 | | against an estate is presented, the claimant shall specify in the |
---|
9617 | 9617 | | claim, in addition to all other matters required to be specified in |
---|
9618 | 9618 | | the claim, whether the claimant desires to have the claim: |
---|
9619 | 9619 | | (1) allowed and approved as a matured secured claim to |
---|
9620 | 9620 | | be paid in due course of administration, in which case the claim |
---|
9621 | 9621 | | shall be paid in that manner if allowed and approved; or |
---|
9622 | 9622 | | (2) allowed, approved, and fixed as a preferred debt |
---|
9623 | 9623 | | and lien against the specific property securing the indebtedness |
---|
9624 | 9624 | | and paid according to the terms of the contract that secured the |
---|
9625 | 9625 | | lien, in which case the claim shall be so allowed and approved if it |
---|
9626 | 9626 | | is a valid lien. |
---|
9627 | 9627 | | (b) Notwithstanding Subsection (a)(2), the personal |
---|
9628 | 9628 | | representative may pay a claim that the claimant desired to have |
---|
9629 | 9629 | | allowed, approved, and fixed as a preferred debt and lien as |
---|
9630 | 9630 | | described by Subsection (a)(2) before maturity if that payment is |
---|
9631 | 9631 | | in the best interest of the estate. (Tex. Prob. Code, Sec. 306(a).) |
---|
9632 | 9632 | | Sec. 355.152. PERIOD FOR SPECIFYING TREATMENT OF SECURED |
---|
9633 | 9633 | | CLAIM. (a) A secured creditor may present the creditor's claim for |
---|
9634 | 9634 | | money and shall specify within the later of six months after the |
---|
9635 | 9635 | | date letters testamentary or of administration are granted, or four |
---|
9636 | 9636 | | months after the date notice required to be given under Section |
---|
9637 | 9637 | | 308.053 is received, whether the claim is to be allowed and approved |
---|
9638 | 9638 | | under Section 355.151(a)(1) or (2). |
---|
9639 | 9639 | | (b) A secured claim for money that is not presented within |
---|
9640 | 9640 | | the period prescribed by Subsection (a) or that is presented |
---|
9641 | 9641 | | without specifying how the claim is to be paid under Section 355.151 |
---|
9642 | 9642 | | shall be treated as a claim to be paid in accordance with Section |
---|
9643 | 9643 | | 355.151(a)(2). (Tex. Prob. Code, Sec. 306(b).) |
---|
9644 | 9644 | | Sec. 355.153. PAYMENT OF MATURED SECURED CLAIM. (a) A |
---|
9645 | 9645 | | claim allowed and approved as a matured secured claim under Section |
---|
9646 | 9646 | | 355.151(a)(1) shall be paid in due course of administration, and |
---|
9647 | 9647 | | the secured creditor is not entitled to exercise any other remedy in |
---|
9648 | 9648 | | a manner that prevents the preferential payment of claims and |
---|
9649 | 9649 | | allowances described by Sections 355.103(1), (2), and (3). |
---|
9650 | 9650 | | (b) If a claim is allowed and approved as a matured secured |
---|
9651 | 9651 | | claim under Section 355.151(a)(1) for a debt that would otherwise |
---|
9652 | 9652 | | pass with the property securing the debt to one or more devisees in |
---|
9653 | 9653 | | accordance with Section 255.301, the personal representative |
---|
9654 | 9654 | | shall: |
---|
9655 | 9655 | | (1) collect from the devisees the amount of the debt; |
---|
9656 | 9656 | | and |
---|
9657 | 9657 | | (2) pay that amount to the claimant in satisfaction of |
---|
9658 | 9658 | | the claim. |
---|
9659 | 9659 | | (c) Each devisee's share of the debt under Subsection (b) is |
---|
9660 | 9660 | | an amount equal to a fraction representing the devisee's ownership |
---|
9661 | 9661 | | interest in the property securing the debt, multiplied by the |
---|
9662 | 9662 | | amount of the debt. |
---|
9663 | 9663 | | (d) If the personal representative is unable to collect from |
---|
9664 | 9664 | | the devisees an amount sufficient to pay the debt under Subsection |
---|
9665 | 9665 | | (b), the representative shall, subject to Chapter 356, sell the |
---|
9666 | 9666 | | property securing the debt. The representative shall: |
---|
9667 | 9667 | | (1) use the sale proceeds to pay the debt and any |
---|
9668 | 9668 | | expenses associated with the sale; and |
---|
9669 | 9669 | | (2) distribute the remaining sale proceeds to each |
---|
9670 | 9670 | | devisee in an amount equal to a fraction representing the devisee's |
---|
9671 | 9671 | | ownership interest in the property, multiplied by the amount of the |
---|
9672 | 9672 | | remaining sale proceeds. |
---|
9673 | 9673 | | (e) If the sale proceeds under Subsection (d) are |
---|
9674 | 9674 | | insufficient to pay the debt and any expenses associated with the |
---|
9675 | 9675 | | sale, the difference between the sale proceeds and the sum of the |
---|
9676 | 9676 | | amount of the debt and the expenses associated with the sale shall |
---|
9677 | 9677 | | be paid in the manner prescribed by Subsection (a). (Tex. Prob. |
---|
9678 | 9678 | | Code, Secs. 306(c), (c-1).) |
---|
9679 | 9679 | | Sec. 355.154. PREFERRED DEBT AND LIEN. When a claim for a |
---|
9680 | 9680 | | debt is allowed and approved under Section 355.151(a)(2): |
---|
9681 | 9681 | | (1) a further claim for the debt may not be made |
---|
9682 | 9682 | | against other estate assets; |
---|
9683 | 9683 | | (2) the debt thereafter remains a preferred lien |
---|
9684 | 9684 | | against the property securing the debt; and |
---|
9685 | 9685 | | (3) the property remains security for the debt in any |
---|
9686 | 9686 | | distribution or sale of the property before final maturity and |
---|
9687 | 9687 | | payment of the debt. (Tex. Prob. Code, Sec. 306(d).) |
---|
9688 | 9688 | | Sec. 355.155. PAYMENT OF MATURITIES ON PREFERRED DEBT AND |
---|
9689 | 9689 | | LIEN. (a) If property securing a debt for which a claim is allowed, |
---|
9690 | 9690 | | approved, and fixed under Section 355.151(a)(2) is not sold or |
---|
9691 | 9691 | | distributed within six months from the date letters testamentary or |
---|
9692 | 9692 | | of administration are granted, the personal representative of the |
---|
9693 | 9693 | | estate shall: |
---|
9694 | 9694 | | (1) promptly pay all maturities that have accrued on |
---|
9695 | 9695 | | the debt according to the terms of the debt; and |
---|
9696 | 9696 | | (2) perform all the terms of any contract securing the |
---|
9697 | 9697 | | debt. |
---|
9698 | 9698 | | (b) If the personal representative defaults in payment or |
---|
9699 | 9699 | | performance under Subsection (a), on application of the claim |
---|
9700 | 9700 | | holder, the court shall: |
---|
9701 | 9701 | | (1) require the sale of the property subject to the |
---|
9702 | 9702 | | unmatured part of the debt and apply the proceeds of the sale to the |
---|
9703 | 9703 | | liquidation of the maturities; |
---|
9704 | 9704 | | (2) require the sale of the property free of the lien |
---|
9705 | 9705 | | and apply the proceeds to the payment of the whole debt; or |
---|
9706 | 9706 | | (3) authorize foreclosure by the claim holder as |
---|
9707 | 9707 | | provided by this subchapter. (Tex. Prob. Code, Sec. 306(e).) |
---|
9708 | 9708 | | Sec. 355.156. AFFIDAVIT REQUIRED FOR FORECLOSURE. An |
---|
9709 | 9709 | | application by a claim holder under Section 355.155(b)(3) to |
---|
9710 | 9710 | | foreclose the claim holder's mortgage, lien, or security interest |
---|
9711 | 9711 | | on property securing a claim allowed, approved, and fixed under |
---|
9712 | 9712 | | Section 355.151(a)(2) must be supported by the claim holder's |
---|
9713 | 9713 | | affidavit that: |
---|
9714 | 9714 | | (1) describes the property or part of the property to |
---|
9715 | 9715 | | be sold by foreclosure; |
---|
9716 | 9716 | | (2) describes the amounts of the claim holder's |
---|
9717 | 9717 | | outstanding debt; |
---|
9718 | 9718 | | (3) describes the maturities that have accrued on the |
---|
9719 | 9719 | | debt according to the terms of the debt; |
---|
9720 | 9720 | | (4) describes any other debts secured by a mortgage, |
---|
9721 | 9721 | | lien, or security interest against the property that are known by |
---|
9722 | 9722 | | the claim holder; |
---|
9723 | 9723 | | (5) contains a statement that the claim holder has no |
---|
9724 | 9724 | | knowledge of the existence of any debt secured by the property other |
---|
9725 | 9725 | | than those described by the application; and |
---|
9726 | 9726 | | (6) requests permission for the claim holder to |
---|
9727 | 9727 | | foreclose the claim holder's mortgage, lien, or security interest. |
---|
9728 | 9728 | | (Tex. Prob. Code, Sec. 306(f).) |
---|
9729 | 9729 | | Sec. 355.157. CITATION ON APPLICATION. (a) The clerk shall |
---|
9730 | 9730 | | issue citation on the filing of an application by: |
---|
9731 | 9731 | | (1) personal service to: |
---|
9732 | 9732 | | (A) the personal representative; and |
---|
9733 | 9733 | | (B) any person described by the application as |
---|
9734 | 9734 | | having other debts secured by a mortgage, lien, or security |
---|
9735 | 9735 | | interest against the property; and |
---|
9736 | 9736 | | (2) posting to any other person interested in the |
---|
9737 | 9737 | | estate. |
---|
9738 | 9738 | | (b) A citation issued under Subsection (a) must require the |
---|
9739 | 9739 | | person cited to appear and show cause why foreclosure should or |
---|
9740 | 9740 | | should not be permitted. (Tex. Prob. Code, Sec. 306(g).) |
---|
9741 | 9741 | | Sec. 355.158. HEARING ON APPLICATION. (a) The clerk shall |
---|
9742 | 9742 | | immediately notify the judge when an application is filed. The |
---|
9743 | 9743 | | judge shall schedule in writing a date for a hearing on the |
---|
9744 | 9744 | | application. |
---|
9745 | 9745 | | (b) The judge may, by entry on the docket or otherwise, |
---|
9746 | 9746 | | continue a hearing on an application for a reasonable time to allow |
---|
9747 | 9747 | | an interested person to obtain an appraisal or other evidence |
---|
9748 | 9748 | | concerning the fair market value of the property that is the subject |
---|
9749 | 9749 | | of the application. If the interested person requests an |
---|
9750 | 9750 | | unreasonable time for a continuance, the interested person must |
---|
9751 | 9751 | | show good cause for the continuance. |
---|
9752 | 9752 | | (c) If the court finds at the hearing that there is a default |
---|
9753 | 9753 | | in payment of maturities that have accrued on a debt described by |
---|
9754 | 9754 | | Section 355.155(a) or performance under the contract securing the |
---|
9755 | 9755 | | debt, the court shall: |
---|
9756 | 9756 | | (1) require the sale of the property subject to the |
---|
9757 | 9757 | | unmatured part of the debt and apply the proceeds of the sale to the |
---|
9758 | 9758 | | liquidation of the maturities; |
---|
9759 | 9759 | | (2) require the sale of the property free of the lien |
---|
9760 | 9760 | | and apply the proceeds to the payment of the whole debt; or |
---|
9761 | 9761 | | (3) authorize foreclosure by the claim holder as |
---|
9762 | 9762 | | provided by Section 355.156. |
---|
9763 | 9763 | | (d) A person interested in the estate may appeal an order |
---|
9764 | 9764 | | issued under Subsection (c)(3). (Tex. Prob. Code, Secs. 306(h), |
---|
9765 | 9765 | | (i)(1), (j).) |
---|
9766 | 9766 | | Sec. 355.159. MANNER OF FORECLOSURE; MINIMUM PRICE. (a) |
---|
9767 | 9767 | | When the court grants a claim holder the right of foreclosure at a |
---|
9768 | 9768 | | hearing under Section 355.158, the court shall authorize the claim |
---|
9769 | 9769 | | holder to foreclose the claim holder's mortgage, lien, or security |
---|
9770 | 9770 | | interest: |
---|
9771 | 9771 | | (1) in accordance with the provisions of the document |
---|
9772 | 9772 | | creating the mortgage, lien, or security interest; or |
---|
9773 | 9773 | | (2) in any other manner allowed by law. |
---|
9774 | 9774 | | (b) Based on the evidence presented at the hearing, the |
---|
9775 | 9775 | | court may set a minimum price for the property to be sold by |
---|
9776 | 9776 | | foreclosure that does not exceed the fair market value of the |
---|
9777 | 9777 | | property. If the court sets a minimum price, the property may not |
---|
9778 | 9778 | | be sold at the foreclosure sale for a lower price. (Tex. Prob. |
---|
9779 | 9779 | | Code, Sec. 306(i)(2).) |
---|
9780 | 9780 | | Sec. 355.160. UNSUCCESSFUL FORECLOSURE; SUBSEQUENT |
---|
9781 | 9781 | | APPLICATION. If property that is the subject of a foreclosure sale |
---|
9782 | 9782 | | authorized and conducted under this subchapter is not sold because |
---|
9783 | 9783 | | no bid at the sale met the minimum price set by the court, the claim |
---|
9784 | 9784 | | holder may file a subsequent application for foreclosure under |
---|
9785 | 9785 | | Section 355.155(b)(3). The court may eliminate or modify the |
---|
9786 | 9786 | | minimum price requirement and grant permission for another |
---|
9787 | 9787 | | foreclosure sale. (Tex. Prob. Code, Sec. 306(k).) |
---|
9788 | 9788 | | [Sections 355.161-355.200 reserved for expansion] |
---|
9789 | 9789 | | SUBCHAPTER E. CLAIMS INVOLVING PERSONAL REPRESENTATIVES |
---|
9790 | 9790 | | Sec. 355.201. CLAIM BY PERSONAL REPRESENTATIVE. (a) The |
---|
9791 | 9791 | | provisions of this chapter regarding the presentment of claims |
---|
9792 | 9792 | | against a decedent's estate may not be construed to apply to any |
---|
9793 | 9793 | | claim of a personal representative against the decedent. |
---|
9794 | 9794 | | (b) A personal representative holding a claim against the |
---|
9795 | 9795 | | decedent shall file the claim in the court granting the letters |
---|
9796 | 9796 | | testamentary or of administration, verified by affidavit as |
---|
9797 | 9797 | | required in other cases, within six months after the date the |
---|
9798 | 9798 | | representative qualifies, or the claim is barred. |
---|
9799 | 9799 | | (c) A claim by a personal representative that has been filed |
---|
9800 | 9800 | | with the court within the required period shall be entered on the |
---|
9801 | 9801 | | claim docket and acted on by the court in the same manner as in other |
---|
9802 | 9802 | | cases. |
---|
9803 | 9803 | | (d) A personal representative may appeal a judgment of the |
---|
9804 | 9804 | | court acting on a claim under this section as in other cases. |
---|
9805 | 9805 | | (e) The previous provisions regarding the presentment of |
---|
9806 | 9806 | | claims may not be construed to apply to a claim: |
---|
9807 | 9807 | | (1) of any heir or devisee who claims in that capacity; |
---|
9808 | 9808 | | (2) that accrues against the estate after the granting |
---|
9809 | 9809 | | of letters testamentary or of administration and for which the |
---|
9810 | 9810 | | personal representative has contracted; or |
---|
9811 | 9811 | | (3) for delinquent ad valorem taxes against a |
---|
9812 | 9812 | | decedent's estate that is being administered in probate in: |
---|
9813 | 9813 | | (A) a county other than the county in which the |
---|
9814 | 9814 | | taxes were imposed; or |
---|
9815 | 9815 | | (B) the same county in which the taxes were |
---|
9816 | 9816 | | imposed, if the probate proceedings have been pending for more than |
---|
9817 | 9817 | | four years. (Tex. Prob. Code, Sec. 317.) |
---|
9818 | 9818 | | Sec. 355.202. CLAIMS AGAINST PERSONAL REPRESENTATIVES. (a) |
---|
9819 | 9819 | | The naming of an executor in a will does not extinguish a just claim |
---|
9820 | 9820 | | that the decedent had against the person named as executor. |
---|
9821 | 9821 | | (b) If a personal representative is indebted to the |
---|
9822 | 9822 | | decedent, the representative shall account for the debt in the same |
---|
9823 | 9823 | | manner as if the debt were cash in the representative's possession. |
---|
9824 | 9824 | | (c) Notwithstanding Subsection (b), a personal |
---|
9825 | 9825 | | representative is required to account for the debt only from the |
---|
9826 | 9826 | | date the debt becomes due if the debt was not due at the time the |
---|
9827 | 9827 | | representative received letters testamentary or of administration. |
---|
9828 | 9828 | | (Tex. Prob. Code, Sec. 316.) |
---|
9829 | 9829 | | Sec. 355.203. PURCHASE OF CLAIM BY PERSONAL REPRESENTATIVE |
---|
9830 | 9830 | | PROHIBITED. (a) It is unlawful, and cause for removal, for a |
---|
9831 | 9831 | | personal representative, whether acting under appointment by will |
---|
9832 | 9832 | | or court orders, to purchase a claim against the estate the |
---|
9833 | 9833 | | representative represents for the representative's own use or any |
---|
9834 | 9834 | | other purpose. |
---|
9835 | 9835 | | (b) On written complaint by a person interested in the |
---|
9836 | 9836 | | estate and on satisfactory proof of a violation of Subsection (a), |
---|
9837 | 9837 | | the court after citation and hearing: |
---|
9838 | 9838 | | (1) shall enter an order canceling the claim described |
---|
9839 | 9839 | | by Subsection (a); and |
---|
9840 | 9840 | | (2) may remove the personal representative who is |
---|
9841 | 9841 | | found to have violated Subsection (a). |
---|
9842 | 9842 | | (c) No part of a claim canceled under Subsection (b) may be |
---|
9843 | 9843 | | paid out of the estate. (Tex. Prob. Code, Sec. 324.) |
---|
9844 | 9844 | | CHAPTER 356. SALE OF ESTATE PROPERTY |
---|
9845 | 9845 | | SUBCHAPTER A. GENERAL PROVISIONS |
---|
9846 | 9846 | | Sec. 356.001. COURT ORDER AUTHORIZING SALE |
---|
9847 | 9847 | | Sec. 356.002. SALE AUTHORIZED BY WILL |
---|
9848 | 9848 | | [Sections 356.003-356.050 reserved for expansion] |
---|
9849 | 9849 | | SUBCHAPTER B. CERTAIN ESTATE PROPERTY REQUIRED TO BE SOLD |
---|
9850 | 9850 | | Sec. 356.051. SALE OF CERTAIN PERSONAL PROPERTY |
---|
9851 | 9851 | | REQUIRED |
---|
9852 | 9852 | | [Sections 356.052-356.100 reserved for expansion] |
---|
9853 | 9853 | | SUBCHAPTER C. SALE OF PERSONAL PROPERTY |
---|
9854 | 9854 | | Sec. 356.101. ORDER FOR SALE |
---|
9855 | 9855 | | Sec. 356.102. REQUIREMENTS FOR APPLICATION AND ORDER |
---|
9856 | 9856 | | Sec. 356.103. SALE AT PUBLIC AUCTION |
---|
9857 | 9857 | | Sec. 356.104. SALE ON CREDIT |
---|
9858 | 9858 | | Sec. 356.105. REPORT; EVIDENCE OF TITLE |
---|
9859 | 9859 | | [Sections 356.106-356.150 reserved for expansion] |
---|
9860 | 9860 | | SUBCHAPTER D. SALE OF LIVESTOCK |
---|
9861 | 9861 | | Sec. 356.151. AUTHORITY FOR SALE |
---|
9862 | 9862 | | Sec. 356.152. CONTENTS OF APPLICATION; HEARING |
---|
9863 | 9863 | | Sec. 356.153. GRANT OF APPLICATION |
---|
9864 | 9864 | | Sec. 356.154. REPORT; PASSAGE OF TITLE |
---|
9865 | 9865 | | Sec. 356.155. COMMISSION MERCHANT FEES |
---|
9866 | 9866 | | [Sections 356.156-356.200 reserved for expansion] |
---|
9867 | 9867 | | SUBCHAPTER E. SALE OF MORTGAGED PROPERTY |
---|
9868 | 9868 | | Sec. 356.201. APPLICATION FOR SALE OF MORTGAGED |
---|
9869 | 9869 | | PROPERTY |
---|
9870 | 9870 | | Sec. 356.202. CITATION |
---|
9871 | 9871 | | Sec. 356.203. ORDER |
---|
9872 | 9872 | | [Sections 356.204-356.250 reserved for expansion] |
---|
9873 | 9873 | | SUBCHAPTER F. SALE OF REAL PROPERTY: APPLICATION AND ORDER FOR SALE |
---|
9874 | 9874 | | SALE |
---|
9875 | 9875 | | Sec. 356.251. APPLICATION FOR ORDER OF SALE |
---|
9876 | 9876 | | Sec. 356.252. CONTENTS OF APPLICATION |
---|
9877 | 9877 | | Sec. 356.253. CITATION |
---|
9878 | 9878 | | Sec. 356.254. OPPOSITION TO SALE |
---|
9879 | 9879 | | Sec. 356.255. HEARING ON APPLICATION AND ANY |
---|
9880 | 9880 | | OPPOSITION |
---|
9881 | 9881 | | Sec. 356.256. ORDER |
---|
9882 | 9882 | | Sec. 356.257. SALE FOR PAYMENT OF DEBTS |
---|
9883 | 9883 | | [Sections 356.258-356.300 reserved for expansion] |
---|
9884 | 9884 | | SUBCHAPTER G. SALE OF REAL ESTATE: TERMS OF SALE |
---|
9885 | 9885 | | Sec. 356.301. PERMISSIBLE TERMS |
---|
9886 | 9886 | | Sec. 356.302. SALE ON CREDIT |
---|
9887 | 9887 | | [Sections 356.303-356.350 reserved for expansion] |
---|
9888 | 9888 | | SUBCHAPTER H. RECONVEYANCE OF REAL ESTATE FOLLOWING FORECLOSURE |
---|
9889 | 9889 | | Sec. 356.351. APPLICABILITY OF SUBCHAPTER |
---|
9890 | 9890 | | Sec. 356.352. APPLICATION AND ORDER FOR RECONVEYANCE |
---|
9891 | 9891 | | Sec. 356.353. EXCHANGE FOR BONDS |
---|
9892 | 9892 | | [Sections 356.354-356.400 reserved for expansion] |
---|
9893 | 9893 | | SUBCHAPTER I. SALE OF REAL ESTATE: PUBLIC SALE |
---|
9894 | 9894 | | Sec. 356.401. REQUIRED NOTICE |
---|
9895 | 9895 | | Sec. 356.402. METHOD OF SALE |
---|
9896 | 9896 | | Sec. 356.403. TIME AND PLACE OF SALE |
---|
9897 | 9897 | | Sec. 356.404. CONTINUANCE OF SALE |
---|
9898 | 9898 | | Sec. 356.405. FAILURE OF BIDDER TO COMPLY |
---|
9899 | 9899 | | [Sections 356.406-356.450 reserved for expansion] |
---|
9900 | 9900 | | SUBCHAPTER J. SALE OF REAL ESTATE: PRIVATE SALE |
---|
9901 | 9901 | | Sec. 356.451. MANNER OF SALE |
---|
9902 | 9902 | | [Sections 356.452-356.500 reserved for expansion] |
---|
9903 | 9903 | | SUBCHAPTER K. SALE OF EASEMENT OR RIGHT-OF-WAY |
---|
9904 | 9904 | | Sec. 356.501. AUTHORIZATION |
---|
9905 | 9905 | | Sec. 356.502. PROCEDURE |
---|
9906 | 9906 | | [Sections 356.503-356.550 reserved for expansion] |
---|
9907 | 9907 | | SUBCHAPTER L. CONFIRMATION OF SALE OF REAL PROPERTY AND |
---|
9908 | 9908 | | TRANSFER OF TITLE |
---|
9909 | 9909 | | Sec. 356.551. REPORT |
---|
9910 | 9910 | | Sec. 356.552. ACTION OF COURT ON REPORT OF SALE |
---|
9911 | 9911 | | Sec. 356.553. CONFIRMATION OF SALE WHEN BOND NOT |
---|
9912 | 9912 | | REQUIRED |
---|
9913 | 9913 | | Sec. 356.554. SUFFICIENCY OF BOND |
---|
9914 | 9914 | | Sec. 356.555. INCREASED OR ADDITIONAL BOND NOT |
---|
9915 | 9915 | | REQUIRED |
---|
9916 | 9916 | | Sec. 356.556. CONFIRMATION OR DISAPPROVAL ORDER |
---|
9917 | 9917 | | Sec. 356.557. DEED |
---|
9918 | 9918 | | Sec. 356.558. DELIVERY OF DEED |
---|
9919 | 9919 | | Sec. 356.559. DAMAGES; REMOVAL |
---|
9920 | 9920 | | [Sections 356.560-356.600 reserved for expansion] |
---|
9921 | 9921 | | SUBCHAPTER M. PROCEDURE ON FAILURE TO APPLY FOR SALE |
---|
9922 | 9922 | | Sec. 356.601. FAILURE TO APPLY FOR SALE |
---|
9923 | 9923 | | Sec. 356.602. COURT ORDER |
---|
9924 | 9924 | | [Sections 356.603-356.650 reserved for expansion] |
---|
9925 | 9925 | | SUBCHAPTER N. PURCHASE OF PROPERTY BY PERSONAL REPRESENTATIVE |
---|
9926 | 9926 | | Sec. 356.651. GENERAL PROHIBITION ON PURCHASE |
---|
9927 | 9927 | | Sec. 356.652. EXCEPTION: AUTHORIZATION IN WILL |
---|
9928 | 9928 | | Sec. 356.653. EXCEPTION: EXECUTORY CONTRACT |
---|
9929 | 9929 | | Sec. 356.654. EXCEPTION: BEST INTEREST OF ESTATE |
---|
9930 | 9930 | | Sec. 356.655. PURCHASE IN VIOLATION OF SUBCHAPTER |
---|
9931 | 9931 | | CHAPTER 356. SALE OF ESTATE PROPERTY |
---|
9932 | 9932 | | SUBCHAPTER A. GENERAL PROVISIONS |
---|
9933 | 9933 | | Sec. 356.001. COURT ORDER AUTHORIZING SALE. (a) Except as |
---|
9934 | 9934 | | provided by this chapter, estate property may not be sold without a |
---|
9935 | 9935 | | court order authorizing the sale. |
---|
9936 | 9936 | | (b) Except as otherwise specially provided by this chapter, |
---|
9937 | 9937 | | the court may order estate property to be sold for cash or on |
---|
9938 | 9938 | | credit, at public auction or privately, as the court considers most |
---|
9939 | 9939 | | advantageous to the estate. (Tex. Prob. Code, Sec. 331.) |
---|
9940 | 9940 | | Sec. 356.002. SALE AUTHORIZED BY WILL. (a) Subject to |
---|
9941 | 9941 | | Subsection (b), if a will authorizes the executor to sell the |
---|
9942 | 9942 | | testator's property: |
---|
9943 | 9943 | | (1) a court order is not required to authorize the |
---|
9944 | 9944 | | executor to sell the property; and |
---|
9945 | 9945 | | (2) the executor may sell the property: |
---|
9946 | 9946 | | (A) at public auction or privately as the |
---|
9947 | 9947 | | executor considers to be in the best interest of the estate; and |
---|
9948 | 9948 | | (B) for cash or on credit terms determined by the |
---|
9949 | 9949 | | executor. |
---|
9950 | 9950 | | (b) Any particular directions in the testator's will |
---|
9951 | 9951 | | regarding the sale of estate property shall be followed unless the |
---|
9952 | 9952 | | directions have been annulled or suspended by court order. (Tex. |
---|
9953 | 9953 | | Prob. Code, Sec. 332.) |
---|
9954 | 9954 | | [Sections 356.003-356.050 reserved for expansion] |
---|
9955 | 9955 | | SUBCHAPTER B. CERTAIN ESTATE PROPERTY REQUIRED TO BE SOLD |
---|
9956 | 9956 | | Sec. 356.051. SALE OF CERTAIN PERSONAL PROPERTY REQUIRED. |
---|
9957 | 9957 | | (a) After approval of the inventory, appraisement, and list of |
---|
9958 | 9958 | | claims, the personal representative of an estate promptly shall |
---|
9959 | 9959 | | apply for a court order to sell, at public auction or privately, for |
---|
9960 | 9960 | | cash or on credit for a term not to exceed six months, all estate |
---|
9961 | 9961 | | property that is liable to perish, waste, or deteriorate in value, |
---|
9962 | 9962 | | or that will be an expense or disadvantage to the estate if kept. |
---|
9963 | 9963 | | (b) The following may not be included in a sale under |
---|
9964 | 9964 | | Subsection (a): |
---|
9965 | 9965 | | (1) property exempt from forced sale; |
---|
9966 | 9966 | | (2) property that is the subject of a specific legacy; |
---|
9967 | 9967 | | and |
---|
9968 | 9968 | | (3) personal property necessary to carry on a farm, |
---|
9969 | 9969 | | ranch, factory, or other business that is thought best to operate. |
---|
9970 | 9970 | | (c) In determining whether to order the sale of an asset |
---|
9971 | 9971 | | under Subsection (a), the court shall consider: |
---|
9972 | 9972 | | (1) the personal representative's duty to take care of |
---|
9973 | 9973 | | and manage the estate in the manner a person of ordinary prudence, |
---|
9974 | 9974 | | discretion, and intelligence would manage the person's own affairs; |
---|
9975 | 9975 | | and |
---|
9976 | 9976 | | (2) whether the asset constitutes an asset that a |
---|
9977 | 9977 | | trustee is authorized to invest under Subchapter F, Chapter 113, |
---|
9978 | 9978 | | Property Code, or Chapter 117, Property Code. (Tex. Prob. Code, |
---|
9979 | 9979 | | Sec. 333.) |
---|
9980 | 9980 | | [Sections 356.052-356.100 reserved for expansion] |
---|
9981 | 9981 | | SUBCHAPTER C. SALE OF PERSONAL PROPERTY |
---|
9982 | 9982 | | Sec. 356.101. ORDER FOR SALE. (a) Except as provided by |
---|
9983 | 9983 | | Subsection (b), on the application of the personal representative |
---|
9984 | 9984 | | of an estate or any interested person, the court may order the sale |
---|
9985 | 9985 | | of any estate personal property not required to be sold by Section |
---|
9986 | 9986 | | 356.051, including livestock or growing or harvested crops, if the |
---|
9987 | 9987 | | court finds that the sale of the property is in the estate's best |
---|
9988 | 9988 | | interest to pay, from the proceeds of the sale: |
---|
9989 | 9989 | | (1) expenses of administration; |
---|
9990 | 9990 | | (2) the decedent's funeral expenses; |
---|
9991 | 9991 | | (3) expenses of the decedent's last illness; |
---|
9992 | 9992 | | (4) allowances; or |
---|
9993 | 9993 | | (5) claims against the estate. |
---|
9994 | 9994 | | (b) The court may not order under this section the sale of |
---|
9995 | 9995 | | exempt property or property that is the subject of a specific |
---|
9996 | 9996 | | legacy. (Tex. Prob. Code, Sec. 334 (part).) |
---|
9997 | 9997 | | Sec. 356.102. REQUIREMENTS FOR APPLICATION AND ORDER. To |
---|
9998 | 9998 | | the extent possible, an application and order for the sale of |
---|
9999 | 9999 | | personal property under Section 356.101 must conform to the |
---|
10000 | 10000 | | requirements under Subchapter F for an application and order for |
---|
10001 | 10001 | | the sale of real estate. (Tex. Prob. Code, Sec. 334 (part).) |
---|
10002 | 10002 | | Sec. 356.103. SALE AT PUBLIC AUCTION. Unless the court |
---|
10003 | 10003 | | directs otherwise, before estate personal property is sold at |
---|
10004 | 10004 | | public auction, notice must be: |
---|
10005 | 10005 | | (1) issued by the personal representative of the |
---|
10006 | 10006 | | estate; and |
---|
10007 | 10007 | | (2) posted in the manner notice is posted for original |
---|
10008 | 10008 | | proceedings in probate. (Tex. Prob. Code, Sec. 336.) |
---|
10009 | 10009 | | Sec. 356.104. SALE ON CREDIT. (a) Estate personal property |
---|
10010 | 10010 | | may not be sold on credit at public auction for a term of more than |
---|
10011 | 10011 | | six months from the date of sale. |
---|
10012 | 10012 | | (b) Estate personal property purchased on credit at public |
---|
10013 | 10013 | | auction may not be delivered to the purchaser until the purchaser |
---|
10014 | 10014 | | gives a note for the amount due, with good and solvent personal |
---|
10015 | 10015 | | security. The requirement that security be provided may be waived |
---|
10016 | 10016 | | if the property will not be delivered until the note, with interest, |
---|
10017 | 10017 | | has been paid. (Tex. Prob. Code, Sec. 337.) |
---|
10018 | 10018 | | Sec. 356.105. REPORT; EVIDENCE OF TITLE. (a) A sale of |
---|
10019 | 10019 | | estate personal property shall be reported to the court. The laws |
---|
10020 | 10020 | | regulating the confirmation or disapproval of a sale of real estate |
---|
10021 | 10021 | | apply to the sale, except that a conveyance is not required. |
---|
10022 | 10022 | | (b) The court's order confirming the sale of estate personal |
---|
10023 | 10023 | | property: |
---|
10024 | 10024 | | (1) vests the right and title of the intestate's estate |
---|
10025 | 10025 | | in the purchaser who has complied with the terms of the sale; and |
---|
10026 | 10026 | | (2) is prima facie evidence that all requirements of |
---|
10027 | 10027 | | the law in making the sale have been met. |
---|
10028 | 10028 | | (c) The personal representative of an estate, on request, |
---|
10029 | 10029 | | may issue a bill of sale without warranty to the purchaser of estate |
---|
10030 | 10030 | | personal property as evidence of title. The purchaser shall pay for |
---|
10031 | 10031 | | the issuance of the bill of sale. (Tex. Prob. Code, Sec. 339.) |
---|
10032 | 10032 | | [Sections 356.106-356.150 reserved for expansion] |
---|
10033 | 10033 | | SUBCHAPTER D. SALE OF LIVESTOCK |
---|
10034 | 10034 | | Sec. 356.151. AUTHORITY FOR SALE. (a) A personal |
---|
10035 | 10035 | | representative of an estate who has possession of livestock and who |
---|
10036 | 10036 | | considers selling the livestock to be necessary or to the estate's |
---|
10037 | 10037 | | advantage may, in addition to any other method provided by law for |
---|
10038 | 10038 | | the sale of personal property, obtain authority from the court in |
---|
10039 | 10039 | | which the estate is pending to sell the livestock through: |
---|
10040 | 10040 | | (1) a bonded livestock commission merchant; or |
---|
10041 | 10041 | | (2) a bonded livestock auction commission merchant. |
---|
10042 | 10042 | | (b) The court may authorize the sale of livestock in the |
---|
10043 | 10043 | | manner described by Subsection (a) on a written and sworn |
---|
10044 | 10044 | | application by the personal representative or any person interested |
---|
10045 | 10045 | | in the estate. (Tex. Prob. Code, Sec. 335 (part).) |
---|
10046 | 10046 | | Sec. 356.152. CONTENTS OF APPLICATION; HEARING. (a) An |
---|
10047 | 10047 | | application under Section 356.151 must: |
---|
10048 | 10048 | | (1) describe the livestock sought to be sold; and |
---|
10049 | 10049 | | (2) state why granting the application is necessary or |
---|
10050 | 10050 | | to the estate's advantage. |
---|
10051 | 10051 | | (b) The court: |
---|
10052 | 10052 | | (1) shall promptly consider the application; and |
---|
10053 | 10053 | | (2) may hear evidence for or against the application, |
---|
10054 | 10054 | | with or without notice, as the facts warrant. (Tex. Prob. Code, |
---|
10055 | 10055 | | Sec. 335 (part).) |
---|
10056 | 10056 | | Sec. 356.153. GRANT OF APPLICATION. If the court grants an |
---|
10057 | 10057 | | application for the sale of livestock, the court shall: |
---|
10058 | 10058 | | (1) enter an order to that effect; and |
---|
10059 | 10059 | | (2) authorize delivery of the livestock to a |
---|
10060 | 10060 | | commission merchant described by Section 356.151 for sale in the |
---|
10061 | 10061 | | regular course of business. (Tex. Prob. Code, Sec. 335 (part).) |
---|
10062 | 10062 | | Sec. 356.154. REPORT; PASSAGE OF TITLE. The personal |
---|
10063 | 10063 | | representative of the estate shall promptly report to the court a |
---|
10064 | 10064 | | sale of livestock authorized under this subchapter, supported by a |
---|
10065 | 10065 | | verified copy of the commission merchant's account of the sale. A |
---|
10066 | 10066 | | court order of confirmation is not required to pass title to the |
---|
10067 | 10067 | | purchaser of the livestock. (Tex. Prob. Code, Sec. 335 (part).) |
---|
10068 | 10068 | | Sec. 356.155. COMMISSION MERCHANT FEES. A commission |
---|
10069 | 10069 | | merchant shall be paid the merchant's usual and customary charges, |
---|
10070 | 10070 | | not to exceed five percent of the sale price, for the sale of |
---|
10071 | 10071 | | livestock authorized under this subchapter. (Tex. Prob. Code, Sec. |
---|
10072 | 10072 | | 335 (part).) |
---|
10073 | 10073 | | [Sections 356.156-356.200 reserved for expansion] |
---|
10074 | 10074 | | SUBCHAPTER E. SALE OF MORTGAGED PROPERTY |
---|
10075 | 10075 | | Sec. 356.201. APPLICATION FOR SALE OF MORTGAGED PROPERTY. |
---|
10076 | 10076 | | A creditor holding a claim that is secured by a valid mortgage or |
---|
10077 | 10077 | | other lien and that has been allowed and approved or established by |
---|
10078 | 10078 | | suit may, by filing a written application, obtain from the court in |
---|
10079 | 10079 | | which the estate is pending an order requiring that the property |
---|
10080 | 10080 | | securing the lien, or as much of the property as is necessary to |
---|
10081 | 10081 | | satisfy the claim, be sold. (Tex. Prob. Code, Sec. 338 (part).) |
---|
10082 | 10082 | | Sec. 356.202. CITATION. On the filing of an application |
---|
10083 | 10083 | | under Section 356.201, the clerk shall issue a citation requiring |
---|
10084 | 10084 | | the personal representative of the estate to appear and show cause |
---|
10085 | 10085 | | why the application should not be granted. (Tex. Prob. Code, Sec. |
---|
10086 | 10086 | | 338 (part).) |
---|
10087 | 10087 | | Sec. 356.203. ORDER. The court may order the lien securing |
---|
10088 | 10088 | | the claim of a creditor who files an application under Section |
---|
10089 | 10089 | | 356.201 to be discharged out of general estate assets or refinanced |
---|
10090 | 10090 | | if the discharge or refinance of the lien appears to the court to be |
---|
10091 | 10091 | | advisable. Otherwise, the court shall grant the application and |
---|
10092 | 10092 | | order that the property securing the lien be sold at public or |
---|
10093 | 10093 | | private sale, as considered best, as in an ordinary sale of real |
---|
10094 | 10094 | | estate. (Tex. Prob. Code, Sec. 338 (part).) |
---|
10095 | 10095 | | [Sections 356.204-356.250 reserved for expansion] |
---|
10096 | 10096 | | SUBCHAPTER F. SALE OF REAL PROPERTY: APPLICATION AND ORDER FOR |
---|
10097 | 10097 | | SALE |
---|
10098 | 10098 | | Sec. 356.251. APPLICATION FOR ORDER OF SALE. An |
---|
10099 | 10099 | | application may be made to the court for an order to sell estate |
---|
10100 | 10100 | | property if the sale appears necessary or advisable to: |
---|
10101 | 10101 | | (1) pay: |
---|
10102 | 10102 | | (A) expenses of administration; |
---|
10103 | 10103 | | (B) the decedent's funeral expenses; |
---|
10104 | 10104 | | (C) expenses of the decedent's last illness; |
---|
10105 | 10105 | | (D) allowances; and |
---|
10106 | 10106 | | (E) claims against the estate; or |
---|
10107 | 10107 | | (2) dispose of an interest in estate real property if |
---|
10108 | 10108 | | selling the interest is considered in the estate's best interest. |
---|
10109 | 10109 | | (Tex. Prob. Code, Sec. 341.) |
---|
10110 | 10110 | | Sec. 356.252. CONTENTS OF APPLICATION. An application for |
---|
10111 | 10111 | | the sale of real estate must: |
---|
10112 | 10112 | | (1) be in writing; |
---|
10113 | 10113 | | (2) describe: |
---|
10114 | 10114 | | (A) the real estate sought to be sold; or |
---|
10115 | 10115 | | (B) the interest in or part of the real estate |
---|
10116 | 10116 | | sought to be sold; and |
---|
10117 | 10117 | | (3) be accompanied by an exhibit, verified by an |
---|
10118 | 10118 | | affidavit, showing: |
---|
10119 | 10119 | | (A) the estate's condition fully and in detail; |
---|
10120 | 10120 | | (B) the charges and claims that have been |
---|
10121 | 10121 | | approved or established by suit or that have been rejected and may |
---|
10122 | 10122 | | yet be established; |
---|
10123 | 10123 | | (C) the amount of each claim described by |
---|
10124 | 10124 | | Paragraph (B); |
---|
10125 | 10125 | | (D) the estate property remaining on hand that is |
---|
10126 | 10126 | | liable for the payment of the claims described by Paragraph (B); and |
---|
10127 | 10127 | | (E) any other facts showing the necessity for or |
---|
10128 | 10128 | | advisability of the sale. (Tex. Prob. Code, Sec. 342.) |
---|
10129 | 10129 | | Sec. 356.253. CITATION. On the filing of an application and |
---|
10130 | 10130 | | exhibit described by Section 356.252, the clerk shall issue a |
---|
10131 | 10131 | | citation to all persons interested in the estate. The citation |
---|
10132 | 10132 | | must: |
---|
10133 | 10133 | | (1) describe the real estate or the interest in or part |
---|
10134 | 10134 | | of the real estate sought to be sold; |
---|
10135 | 10135 | | (2) inform the interested persons of the right under |
---|
10136 | 10136 | | Section 356.254 to file an opposition to the sale during the period |
---|
10137 | 10137 | | prescribed by the court in the citation; and |
---|
10138 | 10138 | | (3) be served by posting. (Tex. Prob. Code, Sec. 344.) |
---|
10139 | 10139 | | Sec. 356.254. OPPOSITION TO SALE. During the period |
---|
10140 | 10140 | | prescribed in a citation issued under Section 356.253, any person |
---|
10141 | 10141 | | interested in the estate may file: |
---|
10142 | 10142 | | (1) a written opposition to the sale; or |
---|
10143 | 10143 | | (2) an application for the sale of other estate |
---|
10144 | 10144 | | property. (Tex. Prob. Code, Sec. 345.) |
---|
10145 | 10145 | | Sec. 356.255. HEARING ON APPLICATION AND ANY OPPOSITION. |
---|
10146 | 10146 | | (a) The clerk of the court in which an application for an order of |
---|
10147 | 10147 | | sale is filed shall immediately call to the judge's attention any |
---|
10148 | 10148 | | opposition to the sale that is filed during the period prescribed in |
---|
10149 | 10149 | | the citation issued under Section 356.253. The court shall hold a |
---|
10150 | 10150 | | hearing on the application if an opposition to the sale is filed |
---|
10151 | 10151 | | during the period prescribed in the citation. |
---|
10152 | 10152 | | (b) A hearing on an application for an order of sale is not |
---|
10153 | 10153 | | required under this section if no opposition to the application is |
---|
10154 | 10154 | | filed during the period prescribed in the citation. The court may |
---|
10155 | 10155 | | determine that a hearing on the application is necessary even if no |
---|
10156 | 10156 | | opposition is filed during that period. |
---|
10157 | 10157 | | (c) If the court orders a hearing under Subsection (a) or |
---|
10158 | 10158 | | (b), the court shall designate in writing a date and time for the |
---|
10159 | 10159 | | hearing on the application and any opposition, together with the |
---|
10160 | 10160 | | evidence pertaining to the application and any opposition. The |
---|
10161 | 10161 | | clerk shall issue a notice of the date and time of the hearing to the |
---|
10162 | 10162 | | applicant and to each person who files an opposition to the sale, if |
---|
10163 | 10163 | | applicable. |
---|
10164 | 10164 | | (d) The judge, by entries on the docket, may continue a |
---|
10165 | 10165 | | hearing held under this section from time to time until the judge is |
---|
10166 | 10166 | | satisfied concerning the application. (Tex. Prob. Code, Sec. 345A.) |
---|
10167 | 10167 | | Sec. 356.256. ORDER. (a) The court shall order the sale of |
---|
10168 | 10168 | | the estate property described in an application for an order of sale |
---|
10169 | 10169 | | if the court is satisfied that the sale is necessary or advisable. |
---|
10170 | 10170 | | Otherwise, the court may deny the application and, if the court |
---|
10171 | 10171 | | considers it best, may order the sale of other estate property the |
---|
10172 | 10172 | | sale of which would be more advantageous to the estate. |
---|
10173 | 10173 | | (b) An order for the sale of real estate under this section |
---|
10174 | 10174 | | must specify: |
---|
10175 | 10175 | | (1) the property to be sold, including a description |
---|
10176 | 10176 | | that identifies that property; |
---|
10177 | 10177 | | (2) whether the property is to be sold at public |
---|
10178 | 10178 | | auction or private sale and, if at public auction, the time and |
---|
10179 | 10179 | | place of the sale; |
---|
10180 | 10180 | | (3) the necessity or advisability of, and the purpose |
---|
10181 | 10181 | | of, the sale; |
---|
10182 | 10182 | | (4) except in a case in which a personal |
---|
10183 | 10183 | | representative was not required to give a general bond, that the |
---|
10184 | 10184 | | court, after examining the general bond given by the |
---|
10185 | 10185 | | representative, finds that: |
---|
10186 | 10186 | | (A) the bond is sufficient as required by law; or |
---|
10187 | 10187 | | (B) the bond is insufficient; |
---|
10188 | 10188 | | (5) if the court finds that the general bond is |
---|
10189 | 10189 | | insufficient under Subdivision (4)(B), the amount of the necessary |
---|
10190 | 10190 | | or increased bond, as applicable; |
---|
10191 | 10191 | | (6) that the sale is to be made and the report returned |
---|
10192 | 10192 | | in accordance with law; and |
---|
10193 | 10193 | | (7) the terms of the sale. (Tex. Prob. Code, Sec. |
---|
10194 | 10194 | | 346.) |
---|
10195 | 10195 | | Sec. 356.257. SALE FOR PAYMENT OF DEBTS. Estate real |
---|
10196 | 10196 | | property selected to be sold for the payment of expenses or claims |
---|
10197 | 10197 | | must be that property the sale of which the court considers most |
---|
10198 | 10198 | | advantageous to the estate. (Tex. Prob. Code, Sec. 340.) |
---|
10199 | 10199 | | [Sections 356.258-356.300 reserved for expansion] |
---|
10200 | 10200 | | SUBCHAPTER G. SALE OF REAL ESTATE: TERMS OF SALE |
---|
10201 | 10201 | | Sec. 356.301. PERMISSIBLE TERMS. Real estate of an estate |
---|
10202 | 10202 | | may be sold for cash, part cash and part credit, or the equity in |
---|
10203 | 10203 | | land securing an indebtedness may be sold subject to the |
---|
10204 | 10204 | | indebtedness, or with an assumption of the indebtedness, at public |
---|
10205 | 10205 | | or private sale, as appears to the court to be in the estate's best |
---|
10206 | 10206 | | interest. (Tex. Prob. Code, Sec. 348(a) (part).) |
---|
10207 | 10207 | | Sec. 356.302. SALE ON CREDIT. (a) The cash payment for |
---|
10208 | 10208 | | real estate of an estate sold partly on credit may not be less than |
---|
10209 | 10209 | | one-fifth of the purchase price. The purchaser shall execute a note |
---|
10210 | 10210 | | for the deferred payments, payable in monthly, quarterly, |
---|
10211 | 10211 | | semiannual, or annual installments, in amounts that appear to the |
---|
10212 | 10212 | | court to be in the estate's best interest. The note must bear |
---|
10213 | 10213 | | interest from the date at a rate of not less than four percent per |
---|
10214 | 10214 | | year, payable as provided in the note. |
---|
10215 | 10215 | | (b) A note executed by a purchaser under Subsection (a) must |
---|
10216 | 10216 | | be secured by a vendor's lien retained in the deed and in the note on |
---|
10217 | 10217 | | the property sold, and be further secured by a deed of trust on the |
---|
10218 | 10218 | | property sold, with the usual provisions for foreclosure and sale |
---|
10219 | 10219 | | on failure to make the payments provided in the deed and the note. |
---|
10220 | 10220 | | (c) At the election of the holder of a note executed by a |
---|
10221 | 10221 | | purchaser under Subsection (a), default in the payment of |
---|
10222 | 10222 | | principal, interest, or any part of the principal or interest, when |
---|
10223 | 10223 | | due matures the entire debt. (Tex. Prob. Code, Sec. 348(a) (part).) |
---|
10224 | 10224 | | [Sections 356.303-356.350 reserved for expansion] |
---|
10225 | 10225 | | SUBCHAPTER H. RECONVEYANCE OF REAL ESTATE FOLLOWING FORECLOSURE |
---|
10226 | 10226 | | Sec. 356.351. APPLICABILITY OF SUBCHAPTER. This subchapter |
---|
10227 | 10227 | | applies only to real estate owned by an estate as a result of the |
---|
10228 | 10228 | | foreclosure of a vendor's lien or mortgage belonging to the estate: |
---|
10229 | 10229 | | (1) by a judicial sale; |
---|
10230 | 10230 | | (2) by a foreclosure suit; |
---|
10231 | 10231 | | (3) through a sale under a deed of trust; or |
---|
10232 | 10232 | | (4) by acceptance of a deed in cancellation of a lien |
---|
10233 | 10233 | | or mortgage owned by the estate. (Tex. Prob. Code, Sec. 348(b) |
---|
10234 | 10234 | | (part).) |
---|
10235 | 10235 | | Sec. 356.352. APPLICATION AND ORDER FOR RECONVEYANCE. On |
---|
10236 | 10236 | | proper application and proof, the court may dispense with the |
---|
10237 | 10237 | | requirements for a credit sale prescribed by Section 356.302 and |
---|
10238 | 10238 | | order the reconveyance of foreclosed real estate to the former |
---|
10239 | 10239 | | mortgage debtor or former owner if it appears to the court that: |
---|
10240 | 10240 | | (1) an application to redeem the real estate has been |
---|
10241 | 10241 | | made by the former owner to a corporation or agency created by an |
---|
10242 | 10242 | | Act of the United States Congress or of this state in connection |
---|
10243 | 10243 | | with legislation for the relief of owners of mortgaged or |
---|
10244 | 10244 | | encumbered homes, farms, ranches, or other real estate; and |
---|
10245 | 10245 | | (2) owning bonds of one of those federal or state |
---|
10246 | 10246 | | corporations or agencies instead of the real estate would be in the |
---|
10247 | 10247 | | estate's best interest. (Tex. Prob. Code, Sec. 348(b) (part).) |
---|
10248 | 10248 | | Sec. 356.353. EXCHANGE FOR BONDS. (a) If a court orders |
---|
10249 | 10249 | | the reconveyance of foreclosed real estate as provided by Section |
---|
10250 | 10250 | | 356.352, vendor's lien notes shall be reserved for the total amount |
---|
10251 | 10251 | | of the indebtedness due or for the total amount of bonds that the |
---|
10252 | 10252 | | corporation or agency to which the application to redeem the real |
---|
10253 | 10253 | | estate was submitted as described by Section 356.352(1) is allowed |
---|
10254 | 10254 | | to advance under the corporation's or agency's rules or |
---|
10255 | 10255 | | regulations. |
---|
10256 | 10256 | | (b) On obtaining the order for reconveyance, it shall be |
---|
10257 | 10257 | | proper for the personal representative of the estate to indorse and |
---|
10258 | 10258 | | assign the reserved vendor's lien notes over to any one of the |
---|
10259 | 10259 | | corporations or agencies described by Section 356.352(1) in |
---|
10260 | 10260 | | exchange for bonds of that corporation or agency. (Tex. Prob. Code, |
---|
10261 | 10261 | | Sec. 348(b) (part).) |
---|
10262 | 10262 | | [Sections 356.354-356.400 reserved for expansion] |
---|
10263 | 10263 | | SUBCHAPTER I. SALE OF REAL ESTATE: PUBLIC SALE |
---|
10264 | 10264 | | Sec. 356.401. REQUIRED NOTICE. (a) Except as otherwise |
---|
10265 | 10265 | | provided by Section 356.403(c), the personal representative of an |
---|
10266 | 10266 | | estate shall advertise a public sale of real estate of the estate by |
---|
10267 | 10267 | | a notice published in the county in which the estate is pending, as |
---|
10268 | 10268 | | provided by this title for publication of notices or citations. The |
---|
10269 | 10269 | | notice must: |
---|
10270 | 10270 | | (1) include a reference to the order of sale; |
---|
10271 | 10271 | | (2) include the time, place, and required terms of |
---|
10272 | 10272 | | sale; and |
---|
10273 | 10273 | | (3) briefly describe the real estate to be sold. |
---|
10274 | 10274 | | (b) The notice required by Subsection (a) is not required to |
---|
10275 | 10275 | | contain field notes, but if the real estate to be sold is rural |
---|
10276 | 10276 | | property, the notice must include: |
---|
10277 | 10277 | | (1) the name of the original survey of the real estate; |
---|
10278 | 10278 | | (2) the number of acres comprising the real estate; |
---|
10279 | 10279 | | (3) the location of the real estate in the county; and |
---|
10280 | 10280 | | (4) any name by which the real estate is generally |
---|
10281 | 10281 | | known. (Tex. Prob. Code, Sec. 349(a).) |
---|
10282 | 10282 | | Sec. 356.402. METHOD OF SALE. A public sale of real estate |
---|
10283 | 10283 | | of an estate shall be made at public auction to the highest bidder. |
---|
10284 | 10284 | | (Tex. Prob. Code, Sec. 349(b).) |
---|
10285 | 10285 | | Sec. 356.403. TIME AND PLACE OF SALE. (a) Except as |
---|
10286 | 10286 | | provided by Subsection (c), a public sale of real estate of an |
---|
10287 | 10287 | | estate shall be made at: |
---|
10288 | 10288 | | (1) the courthouse door in the county in which the |
---|
10289 | 10289 | | proceedings are pending; or |
---|
10290 | 10290 | | (2) another place in that county at which sales of real |
---|
10291 | 10291 | | estate are specifically authorized to be made. |
---|
10292 | 10292 | | (b) The sale must occur between 10 a.m. and 4 p.m. on the |
---|
10293 | 10293 | | first Tuesday of the month after publication of notice has been |
---|
10294 | 10294 | | completed. |
---|
10295 | 10295 | | (c) If the court considers it advisable, the court may order |
---|
10296 | 10296 | | the sale to be made in the county in which the real estate is |
---|
10297 | 10297 | | located, in which event notice shall be published both in that |
---|
10298 | 10298 | | county and in the county in which the proceedings are pending. |
---|
10299 | 10299 | | (Tex. Prob. Code, Sec. 349(c).) |
---|
10300 | 10300 | | Sec. 356.404. CONTINUANCE OF SALE. (a) A public sale of |
---|
10301 | 10301 | | real estate of an estate that is not completed on the day advertised |
---|
10302 | 10302 | | may be continued from day to day by an oral public announcement of |
---|
10303 | 10303 | | the continuance made at the conclusion of the sale each day. |
---|
10304 | 10304 | | (b) A continued sale must occur within the hours prescribed |
---|
10305 | 10305 | | by Section 356.403(b). |
---|
10306 | 10306 | | (c) The continuance of a sale under this section shall be |
---|
10307 | 10307 | | shown in the report of the sale made to the court. (Tex. Prob. Code, |
---|
10308 | 10308 | | Sec. 349(d).) |
---|
10309 | 10309 | | Sec. 356.405. FAILURE OF BIDDER TO COMPLY. (a) If a person |
---|
10310 | 10310 | | bids off real estate of the estate offered for sale at public |
---|
10311 | 10311 | | auction and fails to comply with the terms of the sale, the property |
---|
10312 | 10312 | | shall be readvertised and sold without any further order. |
---|
10313 | 10313 | | (b) The person defaulting on a bid as described by |
---|
10314 | 10314 | | Subsection (a) is liable for payment to the personal representative |
---|
10315 | 10315 | | of the estate, for the estate's benefit, of: |
---|
10316 | 10316 | | (1) 10 percent of the amount of the bid; and |
---|
10317 | 10317 | | (2) the amount of any deficiency in price on the second |
---|
10318 | 10318 | | sale. |
---|
10319 | 10319 | | (c) The personal representative may recover the amounts |
---|
10320 | 10320 | | under Subsection (b) by suit in any court in the county in which the |
---|
10321 | 10321 | | sale was made that has jurisdiction of the amount claimed. (Tex. |
---|
10322 | 10322 | | Prob. Code, Sec. 349(e).) |
---|
10323 | 10323 | | [Sections 356.406-356.450 reserved for expansion] |
---|
10324 | 10324 | | SUBCHAPTER J. SALE OF REAL ESTATE: PRIVATE SALE |
---|
10325 | 10325 | | Sec. 356.451. MANNER OF SALE. A private sale of real estate |
---|
10326 | 10326 | | of the estate shall be made in the manner the court directs in the |
---|
10327 | 10327 | | order of sale. Unless the court directs otherwise, additional |
---|
10328 | 10328 | | advertising, notice, or citation concerning the sale is not |
---|
10329 | 10329 | | required. (Tex. Prob. Code, Sec. 350.) |
---|
10330 | 10330 | | [Sections 356.452-356.500 reserved for expansion] |
---|
10331 | 10331 | | SUBCHAPTER K. SALE OF EASEMENT OR RIGHT-OF-WAY |
---|
10332 | 10332 | | Sec. 356.501. AUTHORIZATION. Easements and rights-of-way |
---|
10333 | 10333 | | on, under, and over the land of an estate that is being administered |
---|
10334 | 10334 | | under court order may be sold and conveyed regardless of whether the |
---|
10335 | 10335 | | sale proceeds are required to pay charges or claims against the |
---|
10336 | 10336 | | estate or for other lawful purposes. (Tex. Prob. Code, Sec. 351 |
---|
10337 | 10337 | | (part).) |
---|
10338 | 10338 | | Sec. 356.502. PROCEDURE. The procedure for the sale of an |
---|
10339 | 10339 | | easement or right-of-way authorized under Section 356.501 is the |
---|
10340 | 10340 | | same as the procedure provided by law for a sale of estate real |
---|
10341 | 10341 | | property at private sale. (Tex. Prob. Code, Sec. 351 (part).) |
---|
10342 | 10342 | | [Sections 356.503-356.550 reserved for expansion] |
---|
10343 | 10343 | | SUBCHAPTER L. CONFIRMATION OF SALE OF REAL PROPERTY AND |
---|
10344 | 10344 | | TRANSFER OF TITLE |
---|
10345 | 10345 | | Sec. 356.551. REPORT. A sale of estate real property shall |
---|
10346 | 10346 | | be reported to the court ordering the sale not later than the 30th |
---|
10347 | 10347 | | day after the date the sale is made. The report must: |
---|
10348 | 10348 | | (1) be sworn to, in writing, and filed with the clerk; |
---|
10349 | 10349 | | (2) include: |
---|
10350 | 10350 | | (A) the date of the order of sale; |
---|
10351 | 10351 | | (B) a description of the property sold; |
---|
10352 | 10352 | | (C) the time and place of sale; |
---|
10353 | 10353 | | (D) the purchaser's name; |
---|
10354 | 10354 | | (E) the amount for which each parcel of property |
---|
10355 | 10355 | | or interest in property was sold; |
---|
10356 | 10356 | | (F) the terms of the sale; |
---|
10357 | 10357 | | (G) whether the sale was made at public auction |
---|
10358 | 10358 | | or privately; and |
---|
10359 | 10359 | | (H) whether the purchaser is ready to comply with |
---|
10360 | 10360 | | the order of sale; and |
---|
10361 | 10361 | | (3) be noted on the probate docket. (Tex. Prob. Code, |
---|
10362 | 10362 | | Sec. 353.) |
---|
10363 | 10363 | | Sec. 356.552. ACTION OF COURT ON REPORT OF SALE. After the |
---|
10364 | 10364 | | expiration of five days from the date a report of sale is filed |
---|
10365 | 10365 | | under Section 356.551, the court shall: |
---|
10366 | 10366 | | (1) inquire into the manner in which the sale was made; |
---|
10367 | 10367 | | (2) hear evidence in support of or against the report; |
---|
10368 | 10368 | | and |
---|
10369 | 10369 | | (3) determine the sufficiency or insufficiency of the |
---|
10370 | 10370 | | personal representative's general bond, if any has been required |
---|
10371 | 10371 | | and given. (Tex. Prob. Code, Sec. 355 (part).) |
---|
10372 | 10372 | | Sec. 356.553. CONFIRMATION OF SALE WHEN BOND NOT REQUIRED. |
---|
10373 | 10373 | | If the personal representative of an estate is not required by this |
---|
10374 | 10374 | | title to give a general bond, the court may confirm the sale of |
---|
10375 | 10375 | | estate real property in the manner provided by Section 356.556(a) |
---|
10376 | 10376 | | if the court finds that the sale is satisfactory and made in |
---|
10377 | 10377 | | accordance with law. (Tex. Prob. Code, Sec. 354 (part).) |
---|
10378 | 10378 | | Sec. 356.554. SUFFICIENCY OF BOND. (a) If the personal |
---|
10379 | 10379 | | representative of an estate is required by this title to give a |
---|
10380 | 10380 | | general bond, before the court confirms any sale of real estate, the |
---|
10381 | 10381 | | court shall determine whether the bond is sufficient to protect the |
---|
10382 | 10382 | | estate after the sale proceeds are received. |
---|
10383 | 10383 | | (b) If the court finds that the general bond is sufficient, |
---|
10384 | 10384 | | the court may confirm the sale as provided by Section 356.556(a). |
---|
10385 | 10385 | | (c) If the court finds that the general bond is |
---|
10386 | 10386 | | insufficient, the court may not confirm the sale until the general |
---|
10387 | 10387 | | bond is increased to the amount required by the court, or an |
---|
10388 | 10388 | | additional bond is given, and approved by the court. |
---|
10389 | 10389 | | (d) An increase in the amount of the general bond, or the |
---|
10390 | 10390 | | additional bond, as applicable under Subsection (c), must be equal |
---|
10391 | 10391 | | to the sum of: |
---|
10392 | 10392 | | (1) the amount for which the real estate is sold; and |
---|
10393 | 10393 | | (2) any additional amount the court finds necessary |
---|
10394 | 10394 | | and sets for the estate's protection. (Tex. Prob. Code, Sec. 354 |
---|
10395 | 10395 | | (part).) |
---|
10396 | 10396 | | Sec. 356.555. INCREASED OR ADDITIONAL BOND NOT REQUIRED. |
---|
10397 | 10397 | | Notwithstanding Sections 356.554(c) and (d), if the real estate |
---|
10398 | 10398 | | sold is encumbered by a lien to secure a claim against the estate |
---|
10399 | 10399 | | and is sold to the owner or holder of the secured claim in full |
---|
10400 | 10400 | | payment, liquidation, and satisfaction of the claim, an increased |
---|
10401 | 10401 | | general bond or additional bond may not be required except for the |
---|
10402 | 10402 | | amount of any cash paid to the personal representative of the estate |
---|
10403 | 10403 | | in excess of the amount necessary to pay, liquidate, and satisfy the |
---|
10404 | 10404 | | claim in full. (Tex. Prob. Code, Sec. 354 (part).) |
---|
10405 | 10405 | | Sec. 356.556. CONFIRMATION OR DISAPPROVAL ORDER. (a) If |
---|
10406 | 10406 | | the court is satisfied that a sale reported under Section 356.551 |
---|
10407 | 10407 | | was for a fair price, properly made, and in conformity with law, and |
---|
10408 | 10408 | | the court has approved any increased or additional bond that the |
---|
10409 | 10409 | | court found necessary to protect the estate, the court shall enter |
---|
10410 | 10410 | | an order: |
---|
10411 | 10411 | | (1) confirming the sale; |
---|
10412 | 10412 | | (2) showing conformity with this chapter; |
---|
10413 | 10413 | | (3) detailing the terms of the sale; and |
---|
10414 | 10414 | | (4) authorizing the personal representative to convey |
---|
10415 | 10415 | | the property on the purchaser's compliance with the terms of the |
---|
10416 | 10416 | | sale. |
---|
10417 | 10417 | | (b) If the court is not satisfied that the sale was for a |
---|
10418 | 10418 | | fair price, properly made, and in conformity with law, the court |
---|
10419 | 10419 | | shall enter an order setting aside the sale and ordering a new sale |
---|
10420 | 10420 | | to be made, if necessary. |
---|
10421 | 10421 | | (c) The court's action in confirming or disapproving a |
---|
10422 | 10422 | | report of a sale has the effect of a final judgment. Any person |
---|
10423 | 10423 | | interested in the estate or in the sale is entitled to have an order |
---|
10424 | 10424 | | entered under this section reviewed as in other final judgments in |
---|
10425 | 10425 | | probate proceedings. (Tex. Prob. Code, Sec. 355 (part).) |
---|
10426 | 10426 | | Sec. 356.557. DEED. Real estate of an estate that is sold |
---|
10427 | 10427 | | shall be conveyed by a proper deed that refers to and identifies the |
---|
10428 | 10428 | | court order confirming the sale. The deed: |
---|
10429 | 10429 | | (1) vests in the purchaser all right and title of the |
---|
10430 | 10430 | | estate to, and all interest of the estate in, the property; and |
---|
10431 | 10431 | | (2) is prima facie evidence that the sale has met all |
---|
10432 | 10432 | | applicable requirements of the law. (Tex. Prob. Code, Sec. 356.) |
---|
10433 | 10433 | | Sec. 356.558. DELIVERY OF DEED. (a) After the court has |
---|
10434 | 10434 | | confirmed a sale and the purchaser has complied with the terms of |
---|
10435 | 10435 | | the sale, the personal representative of the estate shall promptly |
---|
10436 | 10436 | | execute and deliver to the purchaser a proper deed conveying the |
---|
10437 | 10437 | | property. |
---|
10438 | 10438 | | (b) If the sale is made partly on credit: |
---|
10439 | 10439 | | (1) the vendor's lien securing one or more purchase |
---|
10440 | 10440 | | money notes must be expressly retained in the deed and may not be |
---|
10441 | 10441 | | waived; and |
---|
10442 | 10442 | | (2) before actual delivery of the deed to the |
---|
10443 | 10443 | | purchaser, the purchaser shall execute and deliver to the personal |
---|
10444 | 10444 | | representative of the estate one or more vendor's lien notes, with |
---|
10445 | 10445 | | or without personal sureties as ordered by the court, and a deed of |
---|
10446 | 10446 | | trust or mortgage on the property as additional security for the |
---|
10447 | 10447 | | payment of the notes. |
---|
10448 | 10448 | | (c) On completion of the transaction, the personal |
---|
10449 | 10449 | | representative of the estate shall promptly file or cause to be |
---|
10450 | 10450 | | filed and recorded the deed of trust or mortgage in the appropriate |
---|
10451 | 10451 | | records in the county in which the land is located. (Tex. Prob. |
---|
10452 | 10452 | | Code, Sec. 357.) |
---|
10453 | 10453 | | Sec. 356.559. DAMAGES; REMOVAL. (a) If the personal |
---|
10454 | 10454 | | representative of an estate neglects to comply with Section |
---|
10455 | 10455 | | 356.558, including to file the deed of trust securing a lien in the |
---|
10456 | 10456 | | proper county, the representative and the sureties on the |
---|
10457 | 10457 | | representative's bond shall, after complaint and citation, be held |
---|
10458 | 10458 | | liable for the use of the estate and for all damages resulting from |
---|
10459 | 10459 | | the representative's neglect, and the court may remove the |
---|
10460 | 10460 | | representative. |
---|
10461 | 10461 | | (b) Damages under this section may be recovered in any court |
---|
10462 | 10462 | | of competent jurisdiction. (Tex. Prob. Code, Sec. 358.) |
---|
10463 | 10463 | | [Sections 356.560-356.600 reserved for expansion] |
---|
10464 | 10464 | | SUBCHAPTER M. PROCEDURE ON FAILURE TO APPLY FOR SALE |
---|
10465 | 10465 | | Sec. 356.601. FAILURE TO APPLY FOR SALE. If the personal |
---|
10466 | 10466 | | representative of an estate neglects to apply for an order to sell |
---|
10467 | 10467 | | sufficient estate property to pay charges and claims against the |
---|
10468 | 10468 | | estate that have been allowed and approved or established by suit, |
---|
10469 | 10469 | | any interested person, on written application, may have the |
---|
10470 | 10470 | | representative cited to appear and make a full exhibit of the |
---|
10471 | 10471 | | estate's condition and show cause why a sale of the property should |
---|
10472 | 10472 | | not be ordered. (Tex. Prob. Code, Sec. 347 (part).) |
---|
10473 | 10473 | | Sec. 356.602. COURT ORDER. On hearing an application under |
---|
10474 | 10474 | | Section 356.601, if the court is satisfied that a sale of estate |
---|
10475 | 10475 | | property is necessary or advisable to satisfy the charges and |
---|
10476 | 10476 | | claims described by Section 356.601, the court shall enter an order |
---|
10477 | 10477 | | of sale as provided by Section 356.256. (Tex. Prob. Code, Sec. 347 |
---|
10478 | 10478 | | (part).) |
---|
10479 | 10479 | | [Sections 356.603-356.650 reserved for expansion] |
---|
10480 | 10480 | | SUBCHAPTER N. PURCHASE OF PROPERTY BY PERSONAL REPRESENTATIVE |
---|
10481 | 10481 | | Sec. 356.651. GENERAL PROHIBITION ON PURCHASE. Except as |
---|
10482 | 10482 | | otherwise provided by this subchapter, the personal representative |
---|
10483 | 10483 | | of an estate may not purchase, directly or indirectly, any estate |
---|
10484 | 10484 | | property sold by the representative or any co-representative of the |
---|
10485 | 10485 | | estate. (Tex. Prob. Code, Sec. 352(a).) |
---|
10486 | 10486 | | Sec. 356.652. EXCEPTION: AUTHORIZATION IN WILL. A personal |
---|
10487 | 10487 | | representative of an estate may purchase estate property if the |
---|
10488 | 10488 | | representative was appointed in a will that: |
---|
10489 | 10489 | | (1) has been admitted to probate; and |
---|
10490 | 10490 | | (2) expressly authorizes the sale. (Tex. Prob. Code, |
---|
10491 | 10491 | | Sec. 352(b).) |
---|
10492 | 10492 | | Sec. 356.653. EXCEPTION: EXECUTORY CONTRACT. A personal |
---|
10493 | 10493 | | representative of a decedent's estate may purchase estate property |
---|
10494 | 10494 | | in compliance with the terms of a written executory contract signed |
---|
10495 | 10495 | | by the decedent, including: |
---|
10496 | 10496 | | (1) a contract for deed; |
---|
10497 | 10497 | | (2) an earnest money contract; |
---|
10498 | 10498 | | (3) a buy/sell agreement; and |
---|
10499 | 10499 | | (4) a stock purchase or redemption agreement. (Tex. |
---|
10500 | 10500 | | Prob. Code, Sec. 352(c).) |
---|
10501 | 10501 | | Sec. 356.654. EXCEPTION: BEST INTEREST OF ESTATE. (a) |
---|
10502 | 10502 | | Subject to Subsection (b), the personal representative of an |
---|
10503 | 10503 | | estate, including an independent administrator, may purchase |
---|
10504 | 10504 | | estate property on the court's determination that the sale is in the |
---|
10505 | 10505 | | estate's best interest. |
---|
10506 | 10506 | | (b) Before purchasing estate property as authorized by |
---|
10507 | 10507 | | Subsection (a), the personal representative shall give notice of |
---|
10508 | 10508 | | the purchase by certified mail, return receipt requested, unless |
---|
10509 | 10509 | | the court requires another form of notice, to: |
---|
10510 | 10510 | | (1) each distributee of the estate; and |
---|
10511 | 10511 | | (2) each creditor whose claim remains unsettled after |
---|
10512 | 10512 | | being presented within six months of the date letters testamentary |
---|
10513 | 10513 | | or of administration are originally granted. |
---|
10514 | 10514 | | (c) The court may require additional notice or allow for the |
---|
10515 | 10515 | | waiver of the notice required for a sale made under this section. |
---|
10516 | 10516 | | (Tex. Prob. Code, Sec. 352(d).) |
---|
10517 | 10517 | | Sec. 356.655. PURCHASE IN VIOLATION OF SUBCHAPTER. (a) If |
---|
10518 | 10518 | | a personal representative of an estate purchases estate property in |
---|
10519 | 10519 | | violation of this subchapter, any person interested in the estate |
---|
10520 | 10520 | | may file a written complaint with the court in which the proceedings |
---|
10521 | 10521 | | are pending. |
---|
10522 | 10522 | | (b) On service of citation on the personal representative on |
---|
10523 | 10523 | | a complaint filed under Subsection (a) and after hearing and proof, |
---|
10524 | 10524 | | the court shall: |
---|
10525 | 10525 | | (1) declare the sale void; |
---|
10526 | 10526 | | (2) set aside the sale; and |
---|
10527 | 10527 | | (3) order the reconveyance of the property to the |
---|
10528 | 10528 | | estate. |
---|
10529 | 10529 | | (c) The court shall adjudge against the personal |
---|
10530 | 10530 | | representative all costs of the sale, protest, and suit found |
---|
10531 | 10531 | | necessary. (Tex. Prob. Code, Sec. 352(e).) |
---|
10532 | 10532 | | CHAPTER 357. RENTING ESTATE PROPERTY |
---|
10533 | 10533 | | SUBCHAPTER A. RENTAL AND RETURN OF ESTATE PROPERTY |
---|
10534 | 10534 | | Sec. 357.001. RENTING ESTATE PROPERTY WITHOUT COURT |
---|
10535 | 10535 | | ORDER |
---|
10536 | 10536 | | Sec. 357.002. RENTING ESTATE PROPERTY WITH COURT ORDER |
---|
10537 | 10537 | | Sec. 357.003. ESTATE PROPERTY RENTED ON CREDIT |
---|
10538 | 10538 | | Sec. 357.004. CONDITION OF RETURNED ESTATE PROPERTY |
---|
10539 | 10539 | | Sec. 357.005. COMPLAINT FOR FAILURE TO RENT |
---|
10540 | 10540 | | [Sections 357.006-357.050 reserved for expansion] |
---|
10541 | 10541 | | SUBCHAPTER B. REPORT ON RENTED ESTATE PROPERTY |
---|
10542 | 10542 | | Sec. 357.051. REPORTS CONCERNING RENTALS |
---|
10543 | 10543 | | Sec. 357.052. COURT ACTION ON REPORT |
---|
10544 | 10544 | | CHAPTER 357. RENTING ESTATE PROPERTY |
---|
10545 | 10545 | | SUBCHAPTER A. RENTAL AND RETURN OF ESTATE PROPERTY |
---|
10546 | 10546 | | Sec. 357.001. RENTING ESTATE PROPERTY WITHOUT COURT ORDER. |
---|
10547 | 10547 | | (a) The personal representative of an estate, without a court |
---|
10548 | 10548 | | order, may rent any of the estate property for one year or less, at |
---|
10549 | 10549 | | public auction or privately, as is considered to be in the best |
---|
10550 | 10550 | | interest of the estate. |
---|
10551 | 10551 | | (b) On the sworn complaint of any person interested in the |
---|
10552 | 10552 | | estate, the court shall require a personal representative who, |
---|
10553 | 10553 | | without a court order, rents estate property to account to the |
---|
10554 | 10554 | | estate for the reasonable value of the rent of the property, to be |
---|
10555 | 10555 | | ascertained by the court on satisfactory evidence. (Tex. Prob. |
---|
10556 | 10556 | | Code, Secs. 359, 360.) |
---|
10557 | 10557 | | Sec. 357.002. RENTING ESTATE PROPERTY WITH COURT ORDER. |
---|
10558 | 10558 | | (a) The personal representative of an estate may, if the |
---|
10559 | 10559 | | representative prefers, and shall, if the proposed rental period is |
---|
10560 | 10560 | | more than one year, file a written application with the court |
---|
10561 | 10561 | | setting forth the property the representative seeks to rent. |
---|
10562 | 10562 | | (b) If the court finds that granting an application filed |
---|
10563 | 10563 | | under Subsection (a) is in the interest of the estate, the court |
---|
10564 | 10564 | | shall issue an order that: |
---|
10565 | 10565 | | (1) describes the property to be rented; and |
---|
10566 | 10566 | | (2) states whether the property will be rented at |
---|
10567 | 10567 | | public auction or privately, whether for cash or on credit, and if |
---|
10568 | 10568 | | on credit, the extent of the credit and the period for which the |
---|
10569 | 10569 | | property may be rented. |
---|
10570 | 10570 | | (c) If, under Subsection (b), the court orders property to |
---|
10571 | 10571 | | be rented at public auction, the court shall prescribe whether |
---|
10572 | 10572 | | notice of the auction shall be published or posted. (Tex. Prob. |
---|
10573 | 10573 | | Code, Sec. 361.) |
---|
10574 | 10574 | | Sec. 357.003. ESTATE PROPERTY RENTED ON CREDIT. Possession |
---|
10575 | 10575 | | of estate property rented on credit may not be delivered until the |
---|
10576 | 10576 | | renter executes and delivers to the personal representative a note |
---|
10577 | 10577 | | with good personal security for the amount of the rent. If the |
---|
10578 | 10578 | | property is delivered without the representative receiving the |
---|
10579 | 10579 | | required security, the representative and the sureties on the |
---|
10580 | 10580 | | representative's bond are liable for the full amount of the rent. |
---|
10581 | 10581 | | When a rental is payable in installments, in advance of the period |
---|
10582 | 10582 | | to which the installments relate, this section does not apply. |
---|
10583 | 10583 | | (Tex. Prob. Code, Sec. 363.) |
---|
10584 | 10584 | | Sec. 357.004. CONDITION OF RETURNED ESTATE PROPERTY. (a) |
---|
10585 | 10585 | | Estate property that is rented, with or without a court order, must |
---|
10586 | 10586 | | be returned to the estate's possession in as good a condition, |
---|
10587 | 10587 | | except for reasonable wear and tear, as when the property was |
---|
10588 | 10588 | | rented. |
---|
10589 | 10589 | | (b) The personal representative of an estate shall: |
---|
10590 | 10590 | | (1) ensure that rented estate property is returned in |
---|
10591 | 10591 | | the condition required by Subsection (a); |
---|
10592 | 10592 | | (2) report to the court any damage to, or loss or |
---|
10593 | 10593 | | destruction of, the property; and |
---|
10594 | 10594 | | (3) ask the court for the authority to take any |
---|
10595 | 10595 | | necessary action. |
---|
10596 | 10596 | | (c) A personal representative who fails to act as required |
---|
10597 | 10597 | | by this section and the sureties on the representative's bond are |
---|
10598 | 10598 | | liable to the estate for any loss or damage suffered as a result of |
---|
10599 | 10599 | | the representative's failure. (Tex. Prob. Code, Sec. 364.) |
---|
10600 | 10600 | | Sec. 357.005. COMPLAINT FOR FAILURE TO RENT. (a) Any |
---|
10601 | 10601 | | person interested in an estate may: |
---|
10602 | 10602 | | (1) file a written and sworn complaint in the court in |
---|
10603 | 10603 | | which the estate is pending; and |
---|
10604 | 10604 | | (2) have the personal representative cited to appear |
---|
10605 | 10605 | | and show cause why the representative did not rent any estate |
---|
10606 | 10606 | | property. |
---|
10607 | 10607 | | (b) The court, on hearing the complaint, shall issue an |
---|
10608 | 10608 | | order that appears to be in the best interest of the estate. (Tex. |
---|
10609 | 10609 | | Prob. Code, Sec. 362.) |
---|
10610 | 10610 | | [Sections 357.006-357.050 reserved for expansion] |
---|
10611 | 10611 | | SUBCHAPTER B. REPORT ON RENTED ESTATE PROPERTY |
---|
10612 | 10612 | | Sec. 357.051. REPORTS CONCERNING RENTALS. (a) A personal |
---|
10613 | 10613 | | representative of an estate who rents estate property with an |
---|
10614 | 10614 | | appraised value of $3,000 or more shall, not later than the 30th day |
---|
10615 | 10615 | | after the date the property is rented, file with the court a sworn |
---|
10616 | 10616 | | and written report stating: |
---|
10617 | 10617 | | (1) the property rented and the property's appraised |
---|
10618 | 10618 | | value; |
---|
10619 | 10619 | | (2) the date the property was rented and whether the |
---|
10620 | 10620 | | rental occurred at public auction or privately; |
---|
10621 | 10621 | | (3) the name of each person renting the property; |
---|
10622 | 10622 | | (4) the rental amount; and |
---|
10623 | 10623 | | (5) whether the rental was for cash or on credit and, |
---|
10624 | 10624 | | if on credit, the length of time, the terms, and the security |
---|
10625 | 10625 | | received for the credit. |
---|
10626 | 10626 | | (b) A personal representative of an estate who rents estate |
---|
10627 | 10627 | | property with an appraised value of less than $3,000 may report the |
---|
10628 | 10628 | | rental in the next annual or final account that must be filed as |
---|
10629 | 10629 | | required by law. (Tex. Prob. Code, Sec. 365.) |
---|
10630 | 10630 | | Sec. 357.052. COURT ACTION ON REPORT. (a) At any time |
---|
10631 | 10631 | | after the fifth day after the date the report of renting is filed, |
---|
10632 | 10632 | | the court shall: |
---|
10633 | 10633 | | (1) examine the report; and |
---|
10634 | 10634 | | (2) by order approve and confirm the report if found |
---|
10635 | 10635 | | just and reasonable. |
---|
10636 | 10636 | | (b) If the court disapproves the report, the estate is not |
---|
10637 | 10637 | | bound and the court may order another offering for rent of the |
---|
10638 | 10638 | | property that is the subject of the report, in the same manner and |
---|
10639 | 10639 | | subject to the provisions of this chapter. |
---|
10640 | 10640 | | (c) If the court approves the report and it later appears |
---|
10641 | 10641 | | that, by reason of any fault of the personal representative, the |
---|
10642 | 10642 | | property was not rented for the property's reasonable value, the |
---|
10643 | 10643 | | court shall have the representative and the sureties on the |
---|
10644 | 10644 | | representative's bond appear and show cause why the reasonable |
---|
10645 | 10645 | | value of the rent of the property should not be adjudged against the |
---|
10646 | 10646 | | representative. (Tex. Prob. Code, Sec. 366.) |
---|
10647 | 10647 | | CHAPTER 358. MATTERS RELATING TO MINERAL PROPERTIES |
---|
10648 | 10648 | | SUBCHAPTER A. GENERAL PROVISIONS |
---|
10649 | 10649 | | Sec. 358.001. DEFINITIONS |
---|
10650 | 10650 | | [Sections 358.002-358.050 reserved for expansion] |
---|
10651 | 10651 | | SUBCHAPTER B. MINERAL LEASES AFTER PUBLIC NOTICE |
---|
10652 | 10652 | | Sec. 358.051. AUTHORIZATION FOR LEASING OF MINERALS |
---|
10653 | 10653 | | Sec. 358.052. LEASE APPLICATION |
---|
10654 | 10654 | | Sec. 358.053. SCHEDULING OF HEARING ON APPLICATION; |
---|
10655 | 10655 | | CONTINUANCE |
---|
10656 | 10656 | | Sec. 358.054. NOTICE OF HEARING ON APPLICATION |
---|
10657 | 10657 | | Sec. 358.055. REQUIREMENTS REGARDING ORDER AND NOTICE |
---|
10658 | 10658 | | MANDATORY |
---|
10659 | 10659 | | Sec. 358.056. HEARING ON APPLICATION; ORDER |
---|
10660 | 10660 | | Sec. 358.057. MAKING OF LEASE ON GRANTING OF |
---|
10661 | 10661 | | APPLICATION |
---|
10662 | 10662 | | Sec. 358.058. BOND REQUIREMENTS |
---|
10663 | 10663 | | Sec. 358.059. TERM OF LEASE BINDING |
---|
10664 | 10664 | | Sec. 358.060. AMENDMENT OF LEASE REGARDING EFFECT OF |
---|
10665 | 10665 | | SHUT-IN GAS WELL |
---|
10666 | 10666 | | [Sections 358.061-358.100 reserved for expansion] |
---|
10667 | 10667 | | SUBCHAPTER C. MINERAL LEASES AT PRIVATE SALE |
---|
10668 | 10668 | | Sec. 358.101. AUTHORIZATION FOR LEASING OF MINERALS AT |
---|
10669 | 10669 | | PRIVATE SALE |
---|
10670 | 10670 | | Sec. 358.102. ACTION OF COURT IF PUBLIC ADVERTISING |
---|
10671 | 10671 | | NOT REQUIRED |
---|
10672 | 10672 | | [Sections 358.103-358.150 reserved for expansion] |
---|
10673 | 10673 | | SUBCHAPTER D. POOLING OR UNITIZATION OF ROYALTIES OR MINERALS |
---|
10674 | 10674 | | Sec. 358.151. AUTHORIZATION FOR POOLING OR UNITIZATION |
---|
10675 | 10675 | | Sec. 358.152. POOLING OR UNITIZATION APPLICATION |
---|
10676 | 10676 | | Sec. 358.153. NOTICE NOT REQUIRED |
---|
10677 | 10677 | | Sec. 358.154. HEARING ON APPLICATION |
---|
10678 | 10678 | | Sec. 358.155. ACTION OF COURT AND CONTENTS OF ORDER |
---|
10679 | 10679 | | [Sections 358.156-358.200 reserved for expansion] |
---|
10680 | 10680 | | SUBCHAPTER E. SPECIAL ANCILLARY INSTRUMENTS THAT MAY BE EXECUTED WITHOUT COURT ORDER |
---|
10681 | 10681 | | WITHOUT COURT ORDER |
---|
10682 | 10682 | | Sec. 358.201. AUTHORIZATION FOR EXECUTION OF |
---|
10683 | 10683 | | AGREEMENTS |
---|
10684 | 10684 | | [Sections 358.202-358.250 reserved for expansion] |
---|
10685 | 10685 | | SUBCHAPTER F. PROCEDURE IF PERSONAL REPRESENTATIVE OF ESTATE NEGLECTS TO APPLY FOR AUTHORITY |
---|
10686 | 10686 | | NEGLECTS TO APPLY FOR AUTHORITY |
---|
10687 | 10687 | | Sec. 358.251. APPLICATION TO SHOW CAUSE |
---|
10688 | 10688 | | Sec. 358.252. HEARING ON APPLICATION |
---|
10689 | 10689 | | Sec. 358.253. ORDER |
---|
10690 | 10690 | | Sec. 358.254. PROCEDURE TO BE FOLLOWED AFTER ENTRY OF |
---|
10691 | 10691 | | ORDER |
---|
10692 | 10692 | | CHAPTER 358. MATTERS RELATING TO MINERAL PROPERTIES |
---|
10693 | 10693 | | SUBCHAPTER A. GENERAL PROVISIONS |
---|
10694 | 10694 | | Sec. 358.001. DEFINITIONS. In this chapter: |
---|
10695 | 10695 | | (1) "Gas" includes all liquid hydrocarbons in the |
---|
10696 | 10696 | | gaseous phase in the reservoir. |
---|
10697 | 10697 | | (2) "Land" and "interest in land" include minerals or |
---|
10698 | 10698 | | an interest in minerals in place. |
---|
10699 | 10699 | | (3) "Mineral development" includes exploration for, |
---|
10700 | 10700 | | whether by geophysical or other means, drilling for, mining for, |
---|
10701 | 10701 | | development of, operations in connection with, production of, and |
---|
10702 | 10702 | | saving of oil, other liquid hydrocarbons, gas, gaseous elements, |
---|
10703 | 10703 | | sulphur, metals, and all other minerals, whether solid or |
---|
10704 | 10704 | | otherwise. |
---|
10705 | 10705 | | (4) "Property" includes land, minerals in place, |
---|
10706 | 10706 | | whether solid, liquid, or gaseous, and an interest of any kind in |
---|
10707 | 10707 | | that property, including a royalty interest, owned by an estate. |
---|
10708 | 10708 | | (Tex. Prob. Code, Sec. 367(a); New.) |
---|
10709 | 10709 | | [Sections 358.002-358.050 reserved for expansion] |
---|
10710 | 10710 | | SUBCHAPTER B. MINERAL LEASES AFTER PUBLIC NOTICE |
---|
10711 | 10711 | | Sec. 358.051. AUTHORIZATION FOR LEASING OF MINERALS. (a) |
---|
10712 | 10712 | | The court in which probate proceedings on a decedent's estate are |
---|
10713 | 10713 | | pending may authorize the personal representative of the estate, |
---|
10714 | 10714 | | appointed and qualified under the laws of this state and acting |
---|
10715 | 10715 | | solely under court orders, to make, execute, and deliver a lease, |
---|
10716 | 10716 | | with or without a unitization clause or pooling provision, |
---|
10717 | 10717 | | providing for the exploration for and development and production of |
---|
10718 | 10718 | | oil, other liquid hydrocarbons, gas, metals and other solid |
---|
10719 | 10719 | | minerals, and other minerals, or any of those minerals in place, |
---|
10720 | 10720 | | belonging to the estate. |
---|
10721 | 10721 | | (b) A lease described by Subsection (a) must be made and |
---|
10722 | 10722 | | entered into under and in conformity with this subchapter. (Tex. |
---|
10723 | 10723 | | Prob. Code, Secs. 367(b), (c) (part).) |
---|
10724 | 10724 | | Sec. 358.052. LEASE APPLICATION. (a) The personal |
---|
10725 | 10725 | | representative of an estate shall file with the county clerk of the |
---|
10726 | 10726 | | county in which the probate proceeding is pending a written |
---|
10727 | 10727 | | application, addressed to the court or the judge of the court, for |
---|
10728 | 10728 | | authority to lease estate property for mineral exploration and |
---|
10729 | 10729 | | development, with or without a pooling provision or unitization |
---|
10730 | 10730 | | clause. |
---|
10731 | 10731 | | (b) The lease application must: |
---|
10732 | 10732 | | (1) describe the property fully by reference to the |
---|
10733 | 10733 | | amount of acreage, the survey name or number, or the abstract |
---|
10734 | 10734 | | number, or by another method adequately identifying the property |
---|
10735 | 10735 | | and the property's location in the county in which the property is |
---|
10736 | 10736 | | situated; |
---|
10737 | 10737 | | (2) specify the interest thought to be owned by the |
---|
10738 | 10738 | | estate, if less than the whole, but requesting authority to include |
---|
10739 | 10739 | | all of the interest owned by the estate, if that is the intention; |
---|
10740 | 10740 | | and |
---|
10741 | 10741 | | (3) set out the reasons the estate property described |
---|
10742 | 10742 | | in the application should be leased. |
---|
10743 | 10743 | | (c) The lease application is not required to set out or |
---|
10744 | 10744 | | suggest: |
---|
10745 | 10745 | | (1) the name of any proposed lessee; or |
---|
10746 | 10746 | | (2) the terms, provisions, or form of any desired |
---|
10747 | 10747 | | lease. (Tex. Prob. Code, Sec. 367(c) (part).) |
---|
10748 | 10748 | | Sec. 358.053. SCHEDULING OF HEARING ON APPLICATION; |
---|
10749 | 10749 | | CONTINUANCE. (a) Immediately after the filing of a lease |
---|
10750 | 10750 | | application under Section 358.052, the county clerk shall call the |
---|
10751 | 10751 | | filing of the application to the court's attention, and the judge |
---|
10752 | 10752 | | shall promptly make and enter a brief order designating the time and |
---|
10753 | 10753 | | place for hearing the application. |
---|
10754 | 10754 | | (b) If the hearing is not held at the time originally |
---|
10755 | 10755 | | designated by the court or by a timely continuance order entered, |
---|
10756 | 10756 | | the hearing shall be continued automatically without further notice |
---|
10757 | 10757 | | to the same time on the following day, other than Sundays and |
---|
10758 | 10758 | | holidays on which the county courthouse is officially closed, and |
---|
10759 | 10759 | | from day to day until the lease application is finally acted on and |
---|
10760 | 10760 | | disposed of by court order. Notice of an automatic continuance is |
---|
10761 | 10761 | | not required. (Tex. Prob. Code, Sec. 367(c) (part).) |
---|
10762 | 10762 | | Sec. 358.054. NOTICE OF HEARING ON APPLICATION. (a) At |
---|
10763 | 10763 | | least 10 days before the date set for the hearing on a lease |
---|
10764 | 10764 | | application filed under Section 358.052, excluding the date of |
---|
10765 | 10765 | | notice and the date set for the hearing, the personal |
---|
10766 | 10766 | | representative shall give notice of the hearing by: |
---|
10767 | 10767 | | (1) publishing the notice in one issue of a newspaper |
---|
10768 | 10768 | | of general circulation in the county in which the proceeding is |
---|
10769 | 10769 | | pending; or |
---|
10770 | 10770 | | (2) if there is no newspaper described by Subdivision |
---|
10771 | 10771 | | (1), posting the notice or having the notice posted. |
---|
10772 | 10772 | | (b) If notice is published, the date of notice is the date |
---|
10773 | 10773 | | printed on the newspaper. |
---|
10774 | 10774 | | (c) The notice must: |
---|
10775 | 10775 | | (1) be dated; |
---|
10776 | 10776 | | (2) be directed to all persons interested in the |
---|
10777 | 10777 | | estate; |
---|
10778 | 10778 | | (3) state the date on which the lease application was |
---|
10779 | 10779 | | filed; |
---|
10780 | 10780 | | (4) describe briefly the property sought to be leased, |
---|
10781 | 10781 | | specifying the fractional interest sought to be leased if less than |
---|
10782 | 10782 | | the entire interest in the tract or tracts identified; and |
---|
10783 | 10783 | | (5) state the time and place designated by the judge |
---|
10784 | 10784 | | for the hearing. (Tex. Prob. Code, Sec. 367(c) (part).) |
---|
10785 | 10785 | | Sec. 358.055. REQUIREMENTS REGARDING ORDER AND NOTICE |
---|
10786 | 10786 | | MANDATORY. An order of the judge or court authorizing any act to be |
---|
10787 | 10787 | | performed under a lease application filed under Section 358.052 is |
---|
10788 | 10788 | | void in the absence of: |
---|
10789 | 10789 | | (1) a written order originally designating a time and |
---|
10790 | 10790 | | place for hearing; |
---|
10791 | 10791 | | (2) a notice issued by the personal representative of |
---|
10792 | 10792 | | the estate in compliance with the order described by Subdivision |
---|
10793 | 10793 | | (1); and |
---|
10794 | 10794 | | (3) proof of the publication or posting of the notice |
---|
10795 | 10795 | | as required under Section 358.054. (Tex. Prob. Code, Sec. 367(c) |
---|
10796 | 10796 | | (part).) |
---|
10797 | 10797 | | Sec. 358.056. HEARING ON APPLICATION; ORDER. (a) At the |
---|
10798 | 10798 | | time and place designated for the hearing under Section 358.053(a), |
---|
10799 | 10799 | | or at the time to which the hearing is continued as provided by |
---|
10800 | 10800 | | Section 358.053(b), the judge shall: |
---|
10801 | 10801 | | (1) hear a lease application filed under Section |
---|
10802 | 10802 | | 358.052; and |
---|
10803 | 10803 | | (2) require proof as to the necessity or advisability |
---|
10804 | 10804 | | of leasing for mineral development the property described in the |
---|
10805 | 10805 | | application and the notice. |
---|
10806 | 10806 | | (b) The judge shall enter an order authorizing one or more |
---|
10807 | 10807 | | leases affecting and covering the property or portions of property |
---|
10808 | 10808 | | described in the application, with or without pooling provisions or |
---|
10809 | 10809 | | unitization clauses, and with or without cash consideration if |
---|
10810 | 10810 | | considered by the court to be in the best interest of the estate, if |
---|
10811 | 10811 | | the judge is satisfied that: |
---|
10812 | 10812 | | (1) the application is in proper form; |
---|
10813 | 10813 | | (2) notice has been given in the manner and for the |
---|
10814 | 10814 | | time required by law; |
---|
10815 | 10815 | | (3) proof of necessity or advisability of leasing is |
---|
10816 | 10816 | | sufficient; and |
---|
10817 | 10817 | | (4) the application should be granted. |
---|
10818 | 10818 | | (c) The order must contain: |
---|
10819 | 10819 | | (1) the name of the lessee; |
---|
10820 | 10820 | | (2) any actual cash consideration to be paid by the |
---|
10821 | 10821 | | lessee; |
---|
10822 | 10822 | | (3) a finding that the requirements of Subsection (b) |
---|
10823 | 10823 | | have been satisfied; and |
---|
10824 | 10824 | | (4) one of the following findings: |
---|
10825 | 10825 | | (A) a finding that the personal representative is |
---|
10826 | 10826 | | exempted by law from giving bond; or |
---|
10827 | 10827 | | (B) if the representative is not exempted by law |
---|
10828 | 10828 | | from giving bond, a finding as to whether the representative's |
---|
10829 | 10829 | | general bond on file is sufficient to protect the personal property |
---|
10830 | 10830 | | on hand, including any cash bonus to be paid. |
---|
10831 | 10831 | | (d) If the court finds the general bond insufficient to meet |
---|
10832 | 10832 | | the requirements of Subsection (c)(4)(B), the order must show the |
---|
10833 | 10833 | | amount of increased or additional bond required to cover the |
---|
10834 | 10834 | | deficiency. |
---|
10835 | 10835 | | (e) A complete exhibit copy, either written or printed, of |
---|
10836 | 10836 | | each authorized lease must be set out in the order or attached to |
---|
10837 | 10837 | | the order and incorporated by reference and made part of the order. |
---|
10838 | 10838 | | The exhibit copy must show: |
---|
10839 | 10839 | | (1) the name of the lessee; |
---|
10840 | 10840 | | (2) the date of the lease; |
---|
10841 | 10841 | | (3) an adequate description of the property being |
---|
10842 | 10842 | | leased; |
---|
10843 | 10843 | | (4) any delay rental to be paid to defer commencement |
---|
10844 | 10844 | | of operations; and |
---|
10845 | 10845 | | (5) all other authorized terms and provisions. |
---|
10846 | 10846 | | (f) If the date of a lease does not appear in the exhibit |
---|
10847 | 10847 | | copy of the lease or in the order, the date of the order is |
---|
10848 | 10848 | | considered for all purposes to be the date of the lease. |
---|
10849 | 10849 | | (g) If the name or address of the depository bank for |
---|
10850 | 10850 | | receiving rental is not shown in the exhibit copy of a lease, the |
---|
10851 | 10851 | | estate's personal representative may insert that information, or |
---|
10852 | 10852 | | cause that information to be inserted, in the lease at the time of |
---|
10853 | 10853 | | the lease's execution or at any other time agreeable to the lessee |
---|
10854 | 10854 | | or the lessee's successors or assignees. (Tex. Prob. Code, Sec. |
---|
10855 | 10855 | | 367(c) (part).) |
---|
10856 | 10856 | | Sec. 358.057. MAKING OF LEASE ON GRANTING OF APPLICATION. |
---|
10857 | 10857 | | (a) If the court grants an application as provided by Section |
---|
10858 | 10858 | | 358.056, the personal representative of the estate may make the |
---|
10859 | 10859 | | lease or leases, as evidenced by the exhibit copies described by |
---|
10860 | 10860 | | Section 358.056, in accordance with the order. |
---|
10861 | 10861 | | (b) The lease or leases must be made not later than the 30th |
---|
10862 | 10862 | | day after the date of the order unless an extension is granted by |
---|
10863 | 10863 | | the court on sworn application showing good cause. |
---|
10864 | 10864 | | (c) It is not necessary for the judge to make an order |
---|
10865 | 10865 | | confirming the lease or leases. (Tex. Prob. Code, Sec. 367(c) |
---|
10866 | 10866 | | (part).) |
---|
10867 | 10867 | | Sec. 358.058. BOND REQUIREMENTS. (a) Unless the personal |
---|
10868 | 10868 | | representative of the estate is not required to give a general bond, |
---|
10869 | 10869 | | a lease for which a cash consideration is required, although |
---|
10870 | 10870 | | ordered, executed, and delivered, is not valid: |
---|
10871 | 10871 | | (1) unless the order authorizing the lease makes |
---|
10872 | 10872 | | findings with respect to the general bond; and |
---|
10873 | 10873 | | (2) if the general bond has been found insufficient, |
---|
10874 | 10874 | | unless and until: |
---|
10875 | 10875 | | (A) the bond has been increased or an additional |
---|
10876 | 10876 | | bond given, as required by the order, with the sureties required by |
---|
10877 | 10877 | | law; and |
---|
10878 | 10878 | | (B) the increased bond or additional bond has |
---|
10879 | 10879 | | been approved by the judge and filed with the clerk of the court in |
---|
10880 | 10880 | | which the proceedings are pending. |
---|
10881 | 10881 | | (b) If two or more leases of different land are authorized |
---|
10882 | 10882 | | by the same order, the general bond must be increased, or additional |
---|
10883 | 10883 | | bonds given, to cover all of the leases. (Tex. Prob. Code, Sec. |
---|
10884 | 10884 | | 367(c) (part).) |
---|
10885 | 10885 | | Sec. 358.059. TERM OF LEASE BINDING. (a) A lease executed |
---|
10886 | 10886 | | and delivered in compliance with this subchapter is valid and |
---|
10887 | 10887 | | binding on the property or interest in property owned by the estate |
---|
10888 | 10888 | | and covered by the lease for the full term provided by the lease, |
---|
10889 | 10889 | | subject only to the lease's terms and conditions, even if the |
---|
10890 | 10890 | | primary term extends beyond the date the estate is closed in |
---|
10891 | 10891 | | accordance with law. |
---|
10892 | 10892 | | (b) The authorized primary term of the lease may not exceed |
---|
10893 | 10893 | | five years, subject to the lease terms and provisions extending the |
---|
10894 | 10894 | | lease beyond the primary term by: |
---|
10895 | 10895 | | (1) paying production; |
---|
10896 | 10896 | | (2) bona fide drilling or reworking operations, |
---|
10897 | 10897 | | whether in or on the same well or wells or an additional well or |
---|
10898 | 10898 | | wells, without a cessation of operations of more than 60 |
---|
10899 | 10899 | | consecutive days before production has been restored or obtained; |
---|
10900 | 10900 | | or |
---|
10901 | 10901 | | (3) a shut-in gas well. (Tex. Prob. Code, Sec. 367(c) |
---|
10902 | 10902 | | (part).) |
---|
10903 | 10903 | | Sec. 358.060. AMENDMENT OF LEASE REGARDING EFFECT OF |
---|
10904 | 10904 | | SHUT-IN GAS WELL. (a) An oil, gas, and mineral lease executed by a |
---|
10905 | 10905 | | personal representative under the former Texas Probate Code or this |
---|
10906 | 10906 | | code may be amended by an instrument that provides that a shut-in |
---|
10907 | 10907 | | gas well on the land covered by the lease or on land pooled with all |
---|
10908 | 10908 | | or part of the land covered by the lease continues the lease in |
---|
10909 | 10909 | | effect after the lease's five-year primary term. |
---|
10910 | 10910 | | (b) The personal representative, with the approval of the |
---|
10911 | 10911 | | court, shall execute the instrument according to the terms and |
---|
10912 | 10912 | | conditions prescribed by the instrument. (Tex. Prob. Code, Sec. |
---|
10913 | 10913 | | 367(c) (part).) |
---|
10914 | 10914 | | [Sections 358.061-358.100 reserved for expansion] |
---|
10915 | 10915 | | SUBCHAPTER C. MINERAL LEASES AT PRIVATE SALE |
---|
10916 | 10916 | | Sec. 358.101. AUTHORIZATION FOR LEASING OF MINERALS AT |
---|
10917 | 10917 | | PRIVATE SALE. (a) Notwithstanding the mandatory requirements of |
---|
10918 | 10918 | | Subchapter B for setting a time and place for hearing of a lease |
---|
10919 | 10919 | | application filed under Section 358.052 and the issuance, service, |
---|
10920 | 10920 | | and return of notice, the court may authorize the making of oil, |
---|
10921 | 10921 | | gas, and mineral leases at private sale without public notice or |
---|
10922 | 10922 | | advertising if, in the court's opinion, facts are set out in the |
---|
10923 | 10923 | | application required by Subchapter B sufficient to show that it |
---|
10924 | 10924 | | would be more advantageous to the estate that a lease be made |
---|
10925 | 10925 | | privately and without compliance with those mandatory |
---|
10926 | 10926 | | requirements. |
---|
10927 | 10927 | | (b) Leases authorized by this section may include pooling |
---|
10928 | 10928 | | provisions or unitization clauses as in other cases. (Tex. Prob. |
---|
10929 | 10929 | | Code, Sec. 368(a).) |
---|
10930 | 10930 | | Sec. 358.102. ACTION OF COURT IF PUBLIC ADVERTISING NOT |
---|
10931 | 10931 | | REQUIRED. (a) At any time after the fifth day and before the 11th |
---|
10932 | 10932 | | day after the filing date of an application to lease at private sale |
---|
10933 | 10933 | | and without an order setting the hearing time and place, the court |
---|
10934 | 10934 | | shall: |
---|
10935 | 10935 | | (1) hear the application; |
---|
10936 | 10936 | | (2) inquire into the manner in which the proposed |
---|
10937 | 10937 | | lease has been or will be made; and |
---|
10938 | 10938 | | (3) hear evidence for or against the application. |
---|
10939 | 10939 | | (b) If satisfied that the lease has been or will be made for |
---|
10940 | 10940 | | a fair and sufficient consideration and on fair terms and has been |
---|
10941 | 10941 | | or will be properly made in conformity with law, the court shall |
---|
10942 | 10942 | | enter an order authorizing the execution of the lease without the |
---|
10943 | 10943 | | necessity of advertising, notice, or citation. The order must |
---|
10944 | 10944 | | comply in all other respects with the requirements essential to the |
---|
10945 | 10945 | | validity of mineral leases as set out in Subchapter B, as if |
---|
10946 | 10946 | | advertising or notice were required. |
---|
10947 | 10947 | | (c) The issuance of an order confirming a lease or leases |
---|
10948 | 10948 | | made at private sale is not required, but such a lease is not valid |
---|
10949 | 10949 | | until any increased or additional bond required by the court has |
---|
10950 | 10950 | | been approved by the court and filed with the court clerk. (Tex. |
---|
10951 | 10951 | | Prob. Code, Sec. 368(b).) |
---|
10952 | 10952 | | [Sections 358.103-358.150 reserved for expansion] |
---|
10953 | 10953 | | SUBCHAPTER D. POOLING OR UNITIZATION OF ROYALTIES OR MINERALS |
---|
10954 | 10954 | | Sec. 358.151. AUTHORIZATION FOR POOLING OR UNITIZATION. |
---|
10955 | 10955 | | (a) If an existing lease or leases on property owned by an estate |
---|
10956 | 10956 | | being administered do not adequately provide for pooling or |
---|
10957 | 10957 | | unitization, the court in which the proceedings are pending may, in |
---|
10958 | 10958 | | the manner provided by this subchapter, authorize the commitment of |
---|
10959 | 10959 | | royalty or mineral interests in oil, liquid hydrocarbons, gas, |
---|
10960 | 10960 | | gaseous elements, and other minerals, or any one or more of them, |
---|
10961 | 10961 | | owned by the estate, to agreements that provide for the operation of |
---|
10962 | 10962 | | areas as a pool or unit for the exploration for, development of, and |
---|
10963 | 10963 | | production of all of those minerals, if the court finds that: |
---|
10964 | 10964 | | (1) the pool or unit to which the agreement relates |
---|
10965 | 10965 | | will be operated in a manner that protects correlative rights or |
---|
10966 | 10966 | | prevents the physical or economic waste of oil, liquid |
---|
10967 | 10967 | | hydrocarbons, gas, gaseous elements, or other minerals subject to |
---|
10968 | 10968 | | the agreement; and |
---|
10969 | 10969 | | (2) it is in the best interest of the estate to execute |
---|
10970 | 10970 | | the agreement. |
---|
10971 | 10971 | | (b) An agreement authorized under Subsection (a) may, among |
---|
10972 | 10972 | | other things, provide that: |
---|
10973 | 10973 | | (1) operations incident to the drilling of or |
---|
10974 | 10974 | | production from a well on any portion of a pool or unit shall be |
---|
10975 | 10975 | | considered for all purposes to be the conduct of operations on or |
---|
10976 | 10976 | | production from each separately owned tract in the pool or unit; |
---|
10977 | 10977 | | (2) any lease covering any part of the area committed |
---|
10978 | 10978 | | to a pool or unit continues in effect in its entirety as long as: |
---|
10979 | 10979 | | (A) oil, gas, or other minerals subject to the |
---|
10980 | 10980 | | agreement are produced in paying quantities from any part of the |
---|
10981 | 10981 | | pooled or unitized area; |
---|
10982 | 10982 | | (B) operations are conducted as provided in the |
---|
10983 | 10983 | | lease on any part of the pooled or unitized area; or |
---|
10984 | 10984 | | (C) there is a shut-in gas well on any part of the |
---|
10985 | 10985 | | pooled or unitized area, if the presence of the shut-in gas well is |
---|
10986 | 10986 | | a ground for continuation of the lease under the terms of the lease; |
---|
10987 | 10987 | | (3) the production allocated by the agreement to each |
---|
10988 | 10988 | | tract included in a pool or unit shall, when produced, be considered |
---|
10989 | 10989 | | for all purposes to have been produced from the tract by a well |
---|
10990 | 10990 | | drilled on the tract; |
---|
10991 | 10991 | | (4) the royalties provided for on production from any |
---|
10992 | 10992 | | tract or portion of a tract within the pool or unit shall be paid |
---|
10993 | 10993 | | only on that portion of the production allocated to the tract in |
---|
10994 | 10994 | | accordance with the agreement; |
---|
10995 | 10995 | | (5) the dry gas, before or after extraction of |
---|
10996 | 10996 | | hydrocarbons, may be returned to a formation underlying any land or |
---|
10997 | 10997 | | leases committed to the agreement, and that royalties are not |
---|
10998 | 10998 | | required to be paid on the gas returned; and |
---|
10999 | 10999 | | (6) gas obtained from other sources or other land may |
---|
11000 | 11000 | | be injected into a formation underlying any land or leases |
---|
11001 | 11001 | | committed to the agreement, and that royalties are not required to |
---|
11002 | 11002 | | be paid on the gas injected when the gas is produced from the unit. |
---|
11003 | 11003 | | (Tex. Prob. Code, Secs. 369(a), (b) (part).) |
---|
11004 | 11004 | | Sec. 358.152. POOLING OR UNITIZATION APPLICATION. (a) The |
---|
11005 | 11005 | | personal representative of an estate shall file with the county |
---|
11006 | 11006 | | clerk of the county in which the probate proceeding is pending a |
---|
11007 | 11007 | | written application for authority to: |
---|
11008 | 11008 | | (1) enter into pooling or unitization agreements |
---|
11009 | 11009 | | supplementing, amending, or otherwise relating to any existing |
---|
11010 | 11010 | | lease or leases covering property owned by the estate; or |
---|
11011 | 11011 | | (2) commit royalties or other interests in minerals, |
---|
11012 | 11012 | | whether or not subject to a lease, to a pooling or unitization |
---|
11013 | 11013 | | agreement. |
---|
11014 | 11014 | | (b) The pooling or unitization application must also: |
---|
11015 | 11015 | | (1) sufficiently describe the property as required in |
---|
11016 | 11016 | | an original lease application; |
---|
11017 | 11017 | | (2) describe briefly any lease or leases to which the |
---|
11018 | 11018 | | interest of the estate is subject; and |
---|
11019 | 11019 | | (3) set out the reasons the proposed agreement |
---|
11020 | 11020 | | concerning the property should be entered into. |
---|
11021 | 11021 | | (c) A copy of the proposed agreement must be attached to the |
---|
11022 | 11022 | | application and made a part of the application by reference. |
---|
11023 | 11023 | | (d) The agreement may not be recorded in the minutes. |
---|
11024 | 11024 | | (e) Immediately after the pooling or unitization |
---|
11025 | 11025 | | application is filed, the clerk shall call the application to the |
---|
11026 | 11026 | | judge's attention. (Tex. Prob. Code, Sec. 369(b) (part).) |
---|
11027 | 11027 | | Sec. 358.153. NOTICE NOT REQUIRED. Notice by advertising, |
---|
11028 | 11028 | | citation, or otherwise of the filing of a pooling or unitization |
---|
11029 | 11029 | | application under Section 358.152 is not required. (Tex. Prob. |
---|
11030 | 11030 | | Code, Sec. 369(b) (part).) |
---|
11031 | 11031 | | Sec. 358.154. HEARING ON APPLICATION. (a) The judge may |
---|
11032 | 11032 | | hold a hearing on a pooling or unitization application filed under |
---|
11033 | 11033 | | Section 358.152 at any time agreeable to the parties to the proposed |
---|
11034 | 11034 | | agreement. |
---|
11035 | 11035 | | (b) The judge shall hear evidence and determine to the |
---|
11036 | 11036 | | judge's satisfaction whether it is in the best interest of the |
---|
11037 | 11037 | | estate that the proposed agreement be authorized. |
---|
11038 | 11038 | | (c) The hearing may be continued from day to day and from |
---|
11039 | 11039 | | time to time as the court finds necessary. (Tex. Prob. Code, Sec. |
---|
11040 | 11040 | | 369(b) (part).) |
---|
11041 | 11041 | | Sec. 358.155. ACTION OF COURT AND CONTENTS OF ORDER. (a) |
---|
11042 | 11042 | | The court shall enter an order setting out the court's findings and |
---|
11043 | 11043 | | authorizing execution of the proposed pooling or unitization |
---|
11044 | 11044 | | agreement, with or without payment of cash consideration according |
---|
11045 | 11045 | | to the agreement, if the court finds that: |
---|
11046 | 11046 | | (1) the pool or unit to which the agreement relates |
---|
11047 | 11047 | | will be operated in a manner that protects correlative rights or |
---|
11048 | 11048 | | prevents the physical or economic waste of oil, liquid |
---|
11049 | 11049 | | hydrocarbons, gas, gaseous elements, or other minerals subject to |
---|
11050 | 11050 | | the agreement; |
---|
11051 | 11051 | | (2) it is in the best interest of the estate that the |
---|
11052 | 11052 | | agreement be executed; and |
---|
11053 | 11053 | | (3) the agreement conforms substantially with the |
---|
11054 | 11054 | | permissible provisions of Section 358.151. |
---|
11055 | 11055 | | (b) If cash consideration is to be paid for the agreement, |
---|
11056 | 11056 | | the court shall also make findings as to the necessity of increased |
---|
11057 | 11057 | | or additional bond, as in the making of leases on payment of the |
---|
11058 | 11058 | | cash bonus for the lease. Such an agreement is not valid until any |
---|
11059 | 11059 | | required increased or additional bond has been approved by the |
---|
11060 | 11060 | | judge and filed with the clerk. |
---|
11061 | 11061 | | (c) If the effective date of the agreement is not stipulated |
---|
11062 | 11062 | | in the agreement, the effective date of the agreement is the date of |
---|
11063 | 11063 | | the court's order. (Tex. Prob. Code, Sec. 369(b) (part).) |
---|
11064 | 11064 | | [Sections 358.156-358.200 reserved for expansion] |
---|
11065 | 11065 | | SUBCHAPTER E. SPECIAL ANCILLARY INSTRUMENTS THAT MAY BE EXECUTED |
---|
11066 | 11066 | | WITHOUT COURT ORDER |
---|
11067 | 11067 | | Sec. 358.201. AUTHORIZATION FOR EXECUTION OF AGREEMENTS. |
---|
11068 | 11068 | | As to any mineral lease or pooling or unitization agreement, |
---|
11069 | 11069 | | executed on behalf of an estate before January 1, 1956, or on or |
---|
11070 | 11070 | | after that date under the provisions of the former Texas Probate |
---|
11071 | 11071 | | Code or this code, or executed by a former owner of land, minerals, |
---|
11072 | 11072 | | or royalty affected by the lease or agreement, the personal |
---|
11073 | 11073 | | representative of the estate being administered may, without |
---|
11074 | 11074 | | further court order and without consideration, execute: |
---|
11075 | 11075 | | (1) division orders; |
---|
11076 | 11076 | | (2) transfer orders; |
---|
11077 | 11077 | | (3) instruments of correction; |
---|
11078 | 11078 | | (4) instruments designating depository banks for the |
---|
11079 | 11079 | | receipt of delay rentals or shut-in gas well royalty to accrue or |
---|
11080 | 11080 | | become payable under the terms of the lease; and |
---|
11081 | 11081 | | (5) similar instruments relating to the lease or |
---|
11082 | 11082 | | agreement and the property covered by the lease or agreement. (Tex. |
---|
11083 | 11083 | | Prob. Code, Sec. 370.) |
---|
11084 | 11084 | | [Sections 358.202-358.250 reserved for expansion] |
---|
11085 | 11085 | | SUBCHAPTER F. PROCEDURE IF PERSONAL REPRESENTATIVE OF ESTATE |
---|
11086 | 11086 | | NEGLECTS TO APPLY FOR AUTHORITY |
---|
11087 | 11087 | | Sec. 358.251. APPLICATION TO SHOW CAUSE. If the personal |
---|
11088 | 11088 | | representative of an estate neglects to apply for authority to |
---|
11089 | 11089 | | subject estate property to a lease for mineral development, |
---|
11090 | 11090 | | pooling, or unitization, or to commit royalty or another interest |
---|
11091 | 11091 | | in minerals to pooling or unitization, any person interested in the |
---|
11092 | 11092 | | estate may, on written application filed with the county clerk, |
---|
11093 | 11093 | | have the representative cited to show cause why it is not in the |
---|
11094 | 11094 | | best interest of the estate to make such a lease or enter into such |
---|
11095 | 11095 | | an agreement. (Tex. Prob. Code, Sec. 371 (part).) |
---|
11096 | 11096 | | Sec. 358.252. HEARING ON APPLICATION. (a) The county clerk |
---|
11097 | 11097 | | shall immediately call the filing of an application under Section |
---|
11098 | 11098 | | 358.251 to the attention of the judge of the court in which the |
---|
11099 | 11099 | | probate proceedings are pending. |
---|
11100 | 11100 | | (b) The judge shall set a time and place for a hearing on the |
---|
11101 | 11101 | | application, and the personal representative of the estate shall be |
---|
11102 | 11102 | | cited to appear and show cause why the execution of a lease or |
---|
11103 | 11103 | | agreement described by Section 358.251 should not be ordered. |
---|
11104 | 11104 | | (Tex. Prob. Code, Sec. 371 (part).) |
---|
11105 | 11105 | | Sec. 358.253. ORDER. On a hearing conducted under Section |
---|
11106 | 11106 | | 358.252, if satisfied from the evidence that it would be in the best |
---|
11107 | 11107 | | interest of the estate, the court shall enter an order requiring the |
---|
11108 | 11108 | | personal representative promptly to file an application to subject |
---|
11109 | 11109 | | the estate property to a lease for mineral development, with or |
---|
11110 | 11110 | | without pooling or unitization provisions, or to commit royalty or |
---|
11111 | 11111 | | other minerals to pooling or unitization, as appropriate. (Tex. |
---|
11112 | 11112 | | Prob. Code, Sec. 371 (part).) |
---|
11113 | 11113 | | Sec. 358.254. PROCEDURE TO BE FOLLOWED AFTER ENTRY OF |
---|
11114 | 11114 | | ORDER. After entry of an order under Section 358.253, the procedure |
---|
11115 | 11115 | | prescribed with respect to an original lease application, or with |
---|
11116 | 11116 | | respect to an original application for authority to commit royalty |
---|
11117 | 11117 | | or minerals to pooling or unitization, whichever is appropriate, |
---|
11118 | 11118 | | shall be followed. (Tex. Prob. Code, Sec. 371 (part).) |
---|
11119 | 11119 | | CHAPTER 359. ANNUAL ACCOUNT AND OTHER EXHIBITS AND REPORTS |
---|
11120 | 11120 | | SUBCHAPTER A. ANNUAL ACCOUNT AND OTHER EXHIBITS |
---|
11121 | 11121 | | Sec. 359.001. ACCOUNT OF ESTATE REQUIRED |
---|
11122 | 11122 | | Sec. 359.002. ANNUAL ACCOUNT REQUIRED UNTIL ESTATE |
---|
11123 | 11123 | | CLOSED |
---|
11124 | 11124 | | Sec. 359.003. SUPPORTING VOUCHERS AND OTHER DOCUMENTS |
---|
11125 | 11125 | | ATTACHED TO ACCOUNT |
---|
11126 | 11126 | | Sec. 359.004. METHOD OF PROOF FOR SECURITIES AND OTHER |
---|
11127 | 11127 | | ASSETS |
---|
11128 | 11128 | | Sec. 359.005. VERIFICATION OF ACCOUNT |
---|
11129 | 11129 | | Sec. 359.006. ADDITIONAL ACCOUNTS |
---|
11130 | 11130 | | [Sections 359.007-359.050 reserved for expansion] |
---|
11131 | 11131 | | SUBCHAPTER B. ACTION ON ANNUAL ACCOUNT |
---|
11132 | 11132 | | Sec. 359.051. FILING AND CONSIDERATION OF ANNUAL |
---|
11133 | 11133 | | ACCOUNT |
---|
11134 | 11134 | | Sec. 359.052. CORRECTION OF ANNUAL ACCOUNT |
---|
11135 | 11135 | | Sec. 359.053. ORDER FOR PAYMENT OF CLAIMS IN FULL |
---|
11136 | 11136 | | Sec. 359.054. ORDER FOR PRO RATA PAYMENT OF CLAIMS |
---|
11137 | 11137 | | [Sections 359.055-359.100 reserved for expansion] |
---|
11138 | 11138 | | SUBCHAPTER C. PENALTIES |
---|
11139 | 11139 | | Sec. 359.101. PENALTY FOR FAILURE TO FILE ANNUAL |
---|
11140 | 11140 | | ACCOUNT |
---|
11141 | 11141 | | Sec. 359.102. PENALTY FOR FAILURE TO FILE EXHIBIT OR |
---|
11142 | 11142 | | REPORT |
---|
11143 | 11143 | | CHAPTER 359. ANNUAL ACCOUNT AND OTHER EXHIBITS AND REPORTS |
---|
11144 | 11144 | | SUBCHAPTER A. ANNUAL ACCOUNT AND OTHER EXHIBITS |
---|
11145 | 11145 | | Sec. 359.001. ACCOUNT OF ESTATE REQUIRED. (a) On the |
---|
11146 | 11146 | | expiration of 12 months from the date a personal representative |
---|
11147 | 11147 | | qualifies and receives letters testamentary or of administration to |
---|
11148 | 11148 | | administer a decedent's estate under court order, the |
---|
11149 | 11149 | | representative shall file with the court an account consisting of a |
---|
11150 | 11150 | | written exhibit made under oath that lists all claims against the |
---|
11151 | 11151 | | estate presented to the representative during the period covered by |
---|
11152 | 11152 | | the account. The exhibit must specify: |
---|
11153 | 11153 | | (1) the claims allowed by the representative; |
---|
11154 | 11154 | | (2) the claims paid by the representative; |
---|
11155 | 11155 | | (3) the claims rejected by the representative and the |
---|
11156 | 11156 | | date the claims were rejected; and |
---|
11157 | 11157 | | (4) the claims for which a lawsuit has been filed and |
---|
11158 | 11158 | | the status of that lawsuit. |
---|
11159 | 11159 | | (b) The account must: |
---|
11160 | 11160 | | (1) show all property that has come to the personal |
---|
11161 | 11161 | | representative's knowledge or into the representative's possession |
---|
11162 | 11162 | | that was not previously listed or inventoried as estate property; |
---|
11163 | 11163 | | (2) show any changes in estate property that have not |
---|
11164 | 11164 | | been previously reported; |
---|
11165 | 11165 | | (3) provide a complete account of receipts and |
---|
11166 | 11166 | | disbursements for the period covered by the account, including the |
---|
11167 | 11167 | | source and nature of the receipts and disbursements, with separate |
---|
11168 | 11168 | | listings for principal and income receipts; |
---|
11169 | 11169 | | (4) provide a complete, accurate, and detailed |
---|
11170 | 11170 | | description of: |
---|
11171 | 11171 | | (A) the property being administered; |
---|
11172 | 11172 | | (B) the condition of the property and the use |
---|
11173 | 11173 | | being made of the property; and |
---|
11174 | 11174 | | (C) if rented, the terms on which and the price |
---|
11175 | 11175 | | for which the property was rented; |
---|
11176 | 11176 | | (5) show the cash balance on hand and the name and |
---|
11177 | 11177 | | location of the depository where the balance is kept; |
---|
11178 | 11178 | | (6) show any other cash held in a savings account or |
---|
11179 | 11179 | | other manner that was deposited subject to court order and the name |
---|
11180 | 11180 | | and location of the depository for that cash; |
---|
11181 | 11181 | | (7) provide a detailed description of the personal |
---|
11182 | 11182 | | property of the estate that shows how and where the property is held |
---|
11183 | 11183 | | for safekeeping; |
---|
11184 | 11184 | | (8) provide a statement that during the period covered |
---|
11185 | 11185 | | by the account all tax returns due have been filed and all taxes due |
---|
11186 | 11186 | | and owing have been paid, including: |
---|
11187 | 11187 | | (A) a complete account of the amount of the |
---|
11188 | 11188 | | taxes; |
---|
11189 | 11189 | | (B) the date the taxes were paid; and |
---|
11190 | 11190 | | (C) the governmental entity to which the taxes |
---|
11191 | 11191 | | were paid; |
---|
11192 | 11192 | | (9) if on the filing of the account a tax return due to |
---|
11193 | 11193 | | be filed or any taxes due to be paid are delinquent, provide the |
---|
11194 | 11194 | | reasons for, and include a description of, the delinquency; and |
---|
11195 | 11195 | | (10) provide a statement that the representative has |
---|
11196 | 11196 | | paid all the required bond premiums for the accounting period. |
---|
11197 | 11197 | | (c) For bonds, notes, and other securities, the description |
---|
11198 | 11198 | | required by Subsection (b)(7) must include: |
---|
11199 | 11199 | | (1) the names of the obligor and obligee or, if payable |
---|
11200 | 11200 | | to bearer, a statement that the bond, note, or other security is |
---|
11201 | 11201 | | payable to bearer; |
---|
11202 | 11202 | | (2) the date of issue and maturity; |
---|
11203 | 11203 | | (3) the interest rate; |
---|
11204 | 11204 | | (4) the serial number or other identifying numbers; |
---|
11205 | 11205 | | (5) the manner in which the property is secured; and |
---|
11206 | 11206 | | (6) other information necessary to fully identify the |
---|
11207 | 11207 | | bond, note, or other security. (Tex. Prob. Code, Sec. 399(a).) |
---|
11208 | 11208 | | Sec. 359.002. ANNUAL ACCOUNT REQUIRED UNTIL ESTATE CLOSED. |
---|
11209 | 11209 | | (a) Each personal representative of the estate of a decedent shall |
---|
11210 | 11210 | | continue to file an annual account conforming to the essential |
---|
11211 | 11211 | | requirements of Section 359.001 regarding changes in the estate |
---|
11212 | 11212 | | assets occurring since the date the most recent previous account |
---|
11213 | 11213 | | was filed. |
---|
11214 | 11214 | | (b) The annual account must be filed in a manner that allows |
---|
11215 | 11215 | | the court or an interested person to ascertain the true condition of |
---|
11216 | 11216 | | the estate, with respect to money, securities, and other property, |
---|
11217 | 11217 | | by adding to the balances forwarded from the most recent previous |
---|
11218 | 11218 | | account the amounts received during the period covered by the |
---|
11219 | 11219 | | account and subtracting the disbursements made during that period. |
---|
11220 | 11220 | | (c) The description of property sufficiently described in |
---|
11221 | 11221 | | an inventory or previous account may be made in the annual account |
---|
11222 | 11222 | | by reference to that description. (Tex. Prob. Code, Sec. 399(b).) |
---|
11223 | 11223 | | Sec. 359.003. SUPPORTING VOUCHERS AND OTHER DOCUMENTS |
---|
11224 | 11224 | | ATTACHED TO ACCOUNT. (a) The personal representative of an estate |
---|
11225 | 11225 | | shall attach to each annual account: |
---|
11226 | 11226 | | (1) a voucher for each item of credit claimed in the |
---|
11227 | 11227 | | account or, to support the item in the absence of the voucher, other |
---|
11228 | 11228 | | evidence satisfactory to the court; |
---|
11229 | 11229 | | (2) an official letter from the bank or other |
---|
11230 | 11230 | | depository where the estate money on hand is deposited that shows |
---|
11231 | 11231 | | the amounts in general or special deposits; and |
---|
11232 | 11232 | | (3) proof of the existence and possession of: |
---|
11233 | 11233 | | (A) securities owned by the estate or shown by |
---|
11234 | 11234 | | the account; and |
---|
11235 | 11235 | | (B) other assets held by a depository subject to |
---|
11236 | 11236 | | court order. |
---|
11237 | 11237 | | (b) An original voucher submitted to the court may on |
---|
11238 | 11238 | | application be returned to the personal representative after |
---|
11239 | 11239 | | approval of the account. |
---|
11240 | 11240 | | (c) The court may require: |
---|
11241 | 11241 | | (1) additional evidence of the existence and custody |
---|
11242 | 11242 | | of the securities and other personal property as the court |
---|
11243 | 11243 | | considers proper; and |
---|
11244 | 11244 | | (2) the personal representative at any time to exhibit |
---|
11245 | 11245 | | the securities and other personal property to the court or another |
---|
11246 | 11246 | | person designated by the court at the place where the securities and |
---|
11247 | 11247 | | other personal property are held for safekeeping. (Tex. Prob. |
---|
11248 | 11248 | | Code, Sec. 399(c) (part).) |
---|
11249 | 11249 | | Sec. 359.004. METHOD OF PROOF FOR SECURITIES AND OTHER |
---|
11250 | 11250 | | ASSETS. (a) The proof required by Section 359.003(a)(3) must be by: |
---|
11251 | 11251 | | (1) an official letter from the bank or other |
---|
11252 | 11252 | | depository where the securities or other assets are held for |
---|
11253 | 11253 | | safekeeping, and if the depository is the personal representative, |
---|
11254 | 11254 | | the official letter must be signed by a representative of the |
---|
11255 | 11255 | | depository other than the one verifying the account; |
---|
11256 | 11256 | | (2) a certificate of an authorized representative of a |
---|
11257 | 11257 | | corporation that is surety on the personal representative's bonds; |
---|
11258 | 11258 | | (3) a certificate of the clerk or a deputy clerk of a |
---|
11259 | 11259 | | court of record in this state; or |
---|
11260 | 11260 | | (4) an affidavit of any other reputable person |
---|
11261 | 11261 | | designated by the court on request of the personal representative |
---|
11262 | 11262 | | or other interested party. |
---|
11263 | 11263 | | (b) The certificate or affidavit described by Subsection |
---|
11264 | 11264 | | (a) must: |
---|
11265 | 11265 | | (1) state that the affiant has examined the assets |
---|
11266 | 11266 | | that the personal representative exhibited to the affiant as assets |
---|
11267 | 11267 | | of the estate; |
---|
11268 | 11268 | | (2) describe the assets by reference to the account or |
---|
11269 | 11269 | | in another manner that sufficiently identifies the assets |
---|
11270 | 11270 | | exhibited; and |
---|
11271 | 11271 | | (3) state the time and the place the assets were |
---|
11272 | 11272 | | exhibited. |
---|
11273 | 11273 | | (c) Instead of attaching a certificate or an affidavit, the |
---|
11274 | 11274 | | personal representative may exhibit the securities to the judge, |
---|
11275 | 11275 | | who shall endorse on the account, or include in the judge's order |
---|
11276 | 11276 | | with respect to the account, a statement that the securities shown |
---|
11277 | 11277 | | in the account as on hand were exhibited to the judge and that the |
---|
11278 | 11278 | | securities were the same as those shown in the account, or note any |
---|
11279 | 11279 | | variance. |
---|
11280 | 11280 | | (d) If the securities are exhibited at a location other than |
---|
11281 | 11281 | | where the securities are deposited for safekeeping, that exhibit is |
---|
11282 | 11282 | | at the personal representative's own expense and risk. (Tex. Prob. |
---|
11283 | 11283 | | Code, Sec. 399(c) (part).) |
---|
11284 | 11284 | | Sec. 359.005. VERIFICATION OF ACCOUNT. The personal |
---|
11285 | 11285 | | representative shall attach to the annual account the |
---|
11286 | 11286 | | representative's affidavit that the account contains a correct and |
---|
11287 | 11287 | | complete statement of the matters to which it relates. (Tex. Prob. |
---|
11288 | 11288 | | Code, Sec. 399(d).) |
---|
11289 | 11289 | | Sec. 359.006. ADDITIONAL ACCOUNTS. (a) At any time after |
---|
11290 | 11290 | | the expiration of 15 months from the date original letters |
---|
11291 | 11291 | | testamentary or of administration are granted to an executor or |
---|
11292 | 11292 | | administrator, an interested person may file a written complaint in |
---|
11293 | 11293 | | the court in which the estate is pending to have the representative |
---|
11294 | 11294 | | cited to appear and make a written exhibit under oath that sets |
---|
11295 | 11295 | | forth fully, in connection with previous exhibits, the condition of |
---|
11296 | 11296 | | the estate. |
---|
11297 | 11297 | | (b) If it appears to the court, from the exhibit or other |
---|
11298 | 11298 | | evidence, that the executor or administrator has estate funds in |
---|
11299 | 11299 | | the representative's possession that are subject to distribution |
---|
11300 | 11300 | | among the creditors of the estate, the court shall order the funds |
---|
11301 | 11301 | | to be paid out to the creditors in accordance with this title. |
---|
11302 | 11302 | | (c) A personal representative may voluntarily present to |
---|
11303 | 11303 | | the court the exhibit described by Subsection (a). If the |
---|
11304 | 11304 | | representative has any estate funds in the representative's |
---|
11305 | 11305 | | possession that are subject to distribution among the creditors of |
---|
11306 | 11306 | | the estate, the court shall issue an order similar to the order |
---|
11307 | 11307 | | entered under Subsection (b). (Tex. Prob. Code, Sec. 402.) |
---|
11308 | 11308 | | [Sections 359.007-359.050 reserved for expansion] |
---|
11309 | 11309 | | SUBCHAPTER B. ACTION ON ANNUAL ACCOUNT |
---|
11310 | 11310 | | Sec. 359.051. FILING AND CONSIDERATION OF ANNUAL ACCOUNT. |
---|
11311 | 11311 | | (a) The personal representative of an estate shall file an annual |
---|
11312 | 11312 | | account with the county clerk. The county clerk shall promptly note |
---|
11313 | 11313 | | the filing on the judge's docket. |
---|
11314 | 11314 | | (b) At any time after the account has remained on file for 10 |
---|
11315 | 11315 | | days following the date the account is filed, the judge shall |
---|
11316 | 11316 | | consider the account and may continue the hearing on the account |
---|
11317 | 11317 | | until fully advised on all account items. |
---|
11318 | 11318 | | (c) The court may not approve the account unless possession |
---|
11319 | 11319 | | of cash, listed securities, or other assets held in safekeeping or |
---|
11320 | 11320 | | on deposit under court order has been proven as required by law. |
---|
11321 | 11321 | | (Tex. Prob. Code, Secs. 401(a), (b), (c), (d).) |
---|
11322 | 11322 | | Sec. 359.052. CORRECTION OF ANNUAL ACCOUNT. (a) If the |
---|
11323 | 11323 | | court finds an annual account is incorrect, the account must be |
---|
11324 | 11324 | | corrected. |
---|
11325 | 11325 | | (b) The court by order shall approve an annual account that |
---|
11326 | 11326 | | is corrected to the satisfaction of the court and shall act with |
---|
11327 | 11327 | | respect to unpaid claims in accordance with Sections 359.053 and |
---|
11328 | 11328 | | 359.054. (Tex. Prob. Code, Sec. 401(e) (part).) |
---|
11329 | 11329 | | Sec. 359.053. ORDER FOR PAYMENT OF CLAIMS IN FULL. After |
---|
11330 | 11330 | | approval of an annual account as provided by Section 359.052, if it |
---|
11331 | 11331 | | appears to the court from the exhibit or other evidence that the |
---|
11332 | 11332 | | estate is wholly solvent and that the personal representative has |
---|
11333 | 11333 | | in the representative's possession sufficient funds to pay every |
---|
11334 | 11334 | | character of claims against the estate, the court shall order |
---|
11335 | 11335 | | immediate payment of all claims allowed and approved or established |
---|
11336 | 11336 | | by judgment. (Tex. Prob. Code, Sec. 401(e) (part).) |
---|
11337 | 11337 | | Sec. 359.054. ORDER FOR PRO RATA PAYMENT OF CLAIMS. After |
---|
11338 | 11338 | | approval of an annual account as provided by Section 359.052, if it |
---|
11339 | 11339 | | appears to the court from the account or other evidence that the |
---|
11340 | 11340 | | funds on hand are not sufficient to pay every character of claims |
---|
11341 | 11341 | | against the estate or if the estate is insolvent and the personal |
---|
11342 | 11342 | | representative has any funds on hand, the court shall order the |
---|
11343 | 11343 | | funds to be applied: |
---|
11344 | 11344 | | (1) first to the payment of any unpaid claims having a |
---|
11345 | 11345 | | preference in the order of their priority; and |
---|
11346 | 11346 | | (2) then to the pro rata payment of the other claims |
---|
11347 | 11347 | | allowed and approved or established by final judgment, considering: |
---|
11348 | 11348 | | (A) claims that were presented before the first |
---|
11349 | 11349 | | anniversary of the date administration was granted; and |
---|
11350 | 11350 | | (B) claims that are in litigation or on which a |
---|
11351 | 11351 | | lawsuit may be filed. (Tex. Prob. Code, Sec. 401(e) (part).) |
---|
11352 | 11352 | | [Sections 359.055-359.100 reserved for expansion] |
---|
11353 | 11353 | | SUBCHAPTER C. PENALTIES |
---|
11354 | 11354 | | Sec. 359.101. PENALTY FOR FAILURE TO FILE ANNUAL ACCOUNT. |
---|
11355 | 11355 | | (a) If the personal representative of an estate does not file an |
---|
11356 | 11356 | | annual account required by Section 359.001 or 359.002, any person |
---|
11357 | 11357 | | interested in the estate on written complaint, or the court on the |
---|
11358 | 11358 | | court's own motion, may have the representative cited to file the |
---|
11359 | 11359 | | account and show cause for the failure. |
---|
11360 | 11360 | | (b) If the personal representative does not file the account |
---|
11361 | 11361 | | after being cited or does not show good cause for the failure, the |
---|
11362 | 11362 | | court on hearing may: |
---|
11363 | 11363 | | (1) revoke the representative's letters testamentary |
---|
11364 | 11364 | | or of administration; and |
---|
11365 | 11365 | | (2) fine the representative in an amount not to exceed |
---|
11366 | 11366 | | $500. |
---|
11367 | 11367 | | (c) The personal representative and the representative's |
---|
11368 | 11368 | | sureties are liable for any fine imposed and for all damages and |
---|
11369 | 11369 | | costs sustained by the representative's failure. The fine, |
---|
11370 | 11370 | | damages, and costs may be recovered in any court of competent |
---|
11371 | 11371 | | jurisdiction. (Tex. Prob. Code, Sec. 400.) |
---|
11372 | 11372 | | Sec. 359.102. PENALTY FOR FAILURE TO FILE EXHIBIT OR |
---|
11373 | 11373 | | REPORT. (a) If a personal representative does not file an exhibit |
---|
11374 | 11374 | | or report required by this title, any person interested in the |
---|
11375 | 11375 | | estate on written complaint filed with the court clerk may have the |
---|
11376 | 11376 | | representative cited to appear and show cause why the |
---|
11377 | 11377 | | representative should not file the exhibit or report. |
---|
11378 | 11378 | | (b) On hearing, the court may: |
---|
11379 | 11379 | | (1) order the personal representative to file the |
---|
11380 | 11380 | | exhibit or report; and |
---|
11381 | 11381 | | (2) unless good cause is shown for the failure, revoke |
---|
11382 | 11382 | | the representative's letters testamentary or of administration and |
---|
11383 | 11383 | | fine the representative in an amount not to exceed $1,000. (Tex. |
---|
11384 | 11384 | | Prob. Code, Sec. 403.) |
---|
11385 | 11385 | | CHAPTER 360. PARTITION AND DISTRIBUTION OF ESTATE |
---|
11386 | 11386 | | SUBCHAPTER A. APPLICATION FOR PARTITION AND DISTRIBUTION |
---|
11387 | 11387 | | Sec. 360.001. GENERAL APPLICATION |
---|
11388 | 11388 | | Sec. 360.002. APPLICATION FOR PARTIAL DISTRIBUTION |
---|
11389 | 11389 | | [Sections 360.003-360.050 reserved for expansion] |
---|
11390 | 11390 | | SUBCHAPTER B. CITATION |
---|
11391 | 11391 | | Sec. 360.051. CITATION OF INTERESTED PERSONS |
---|
11392 | 11392 | | Sec. 360.052. CITATION OF EXECUTOR OR ADMINISTRATOR |
---|
11393 | 11393 | | [Sections 360.053-360.100 reserved for expansion] |
---|
11394 | 11394 | | SUBCHAPTER C. PROCEEDINGS; EXPENSES |
---|
11395 | 11395 | | Sec. 360.101. HEARING ON APPLICATION |
---|
11396 | 11396 | | Sec. 360.102. COURT DECREE |
---|
11397 | 11397 | | Sec. 360.103. EXPENSES OF PARTITION |
---|
11398 | 11398 | | [Sections 360.104-360.150 reserved for expansion] |
---|
11399 | 11399 | | SUBCHAPTER D. PARTITION AND DISTRIBUTION IF ESTATE PROPERTY IS |
---|
11400 | 11400 | | CAPABLE OF DIVISION |
---|
11401 | 11401 | | Sec. 360.151. APPOINTMENT OF COMMISSIONERS |
---|
11402 | 11402 | | Sec. 360.152. WRIT OF PARTITION |
---|
11403 | 11403 | | Sec. 360.153. PARTITION BY COMMISSIONERS |
---|
11404 | 11404 | | Sec. 360.154. COMMISSIONERS' REPORT |
---|
11405 | 11405 | | Sec. 360.155. COURT ACTION ON COMMISSIONERS' REPORT |
---|
11406 | 11406 | | Sec. 360.156. DELIVERY OF PROPERTY |
---|
11407 | 11407 | | Sec. 360.157. COMMISSIONERS' FEES |
---|
11408 | 11408 | | [Sections 360.158-360.200 reserved for expansion] |
---|
11409 | 11409 | | SUBCHAPTER E. PARTITION AND DISTRIBUTION IF ESTATE PROPERTY IS INCAPABLE OF DIVISION |
---|
11410 | 11410 | | INCAPABLE OF DIVISION |
---|
11411 | 11411 | | Sec. 360.201. COURT FINDING |
---|
11412 | 11412 | | Sec. 360.202. SALE OF ESTATE PROPERTY |
---|
11413 | 11413 | | Sec. 360.203. APPLICABILITY OF PROVISIONS RELATING TO |
---|
11414 | 11414 | | SALE OF REAL ESTATE |
---|
11415 | 11415 | | [Sections 360.204-360.250 reserved for expansion] |
---|
11416 | 11416 | | SUBCHAPTER F. CERTAIN TYPES OF ESTATE PROPERTY |
---|
11417 | 11417 | | Sec. 360.251. ESTATE CONSISTING ONLY OF MONEY OR DEBTS |
---|
11418 | 11418 | | Sec. 360.252. ESTATE PROPERTY LOCATED IN ANOTHER |
---|
11419 | 11419 | | COUNTY |
---|
11420 | 11420 | | Sec. 360.253. COMMUNITY PROPERTY |
---|
11421 | 11421 | | Sec. 360.254. JOINTLY OWNED PROPERTY |
---|
11422 | 11422 | | [Sections 360.255-360.300 reserved for expansion] |
---|
11423 | 11423 | | SUBCHAPTER G. ENFORCEMENT |
---|
11424 | 11424 | | Sec. 360.301. LIABILITY FOR FAILURE TO DELIVER ESTATE |
---|
11425 | 11425 | | PROPERTY |
---|
11426 | 11426 | | CHAPTER 360. PARTITION AND DISTRIBUTION OF ESTATE |
---|
11427 | 11427 | | SUBCHAPTER A. APPLICATION FOR PARTITION AND DISTRIBUTION |
---|
11428 | 11428 | | Sec. 360.001. GENERAL APPLICATION. (a) At any time after |
---|
11429 | 11429 | | the first anniversary of the date original letters testamentary or |
---|
11430 | 11430 | | of administration are granted, an executor, administrator, heir, or |
---|
11431 | 11431 | | devisee of a decedent's estate, by written application filed in the |
---|
11432 | 11432 | | court in which the estate is pending, may request the partition and |
---|
11433 | 11433 | | distribution of the estate. |
---|
11434 | 11434 | | (b) An application under Subsection (a) must state: |
---|
11435 | 11435 | | (1) the decedent's name; |
---|
11436 | 11436 | | (2) the name and residence of each person entitled to a |
---|
11437 | 11437 | | share of the estate and whether the person is an adult or a minor; |
---|
11438 | 11438 | | (3) if the applicant does not know a fact required by |
---|
11439 | 11439 | | Subdivision (2); and |
---|
11440 | 11440 | | (4) the reasons why the estate should be partitioned |
---|
11441 | 11441 | | and distributed. (Tex. Prob. Code, Secs. 373(a), (b).) |
---|
11442 | 11442 | | Sec. 360.002. APPLICATION FOR PARTIAL DISTRIBUTION. (a) |
---|
11443 | 11443 | | At any time after original letters testamentary or of |
---|
11444 | 11444 | | administration are granted and the inventory, appraisement, and |
---|
11445 | 11445 | | list of claims are filed and approved, an executor, administrator, |
---|
11446 | 11446 | | heir, or devisee of a decedent's estate, by written application |
---|
11447 | 11447 | | filed in the court in which the estate is pending, may request a |
---|
11448 | 11448 | | distribution of any portion of the estate. |
---|
11449 | 11449 | | (b) All interested parties, including known creditors, must |
---|
11450 | 11450 | | be personally cited as in other distributions. |
---|
11451 | 11451 | | (c) Except as provided by Subsection (d), the court, on |
---|
11452 | 11452 | | proper citation and hearing, may distribute any portion of the |
---|
11453 | 11453 | | estate the court considers advisable. |
---|
11454 | 11454 | | (d) If a distribution is to be made to one or more heirs or |
---|
11455 | 11455 | | devisees, but not to all heirs or devisees, the court shall require |
---|
11456 | 11456 | | a refunding bond in an amount determined by the court to be filed |
---|
11457 | 11457 | | with the court, unless a written waiver of the bond requirement is |
---|
11458 | 11458 | | filed with the court by all interested parties. On approving the |
---|
11459 | 11459 | | bond, if required, the court shall order the distribution of the |
---|
11460 | 11460 | | relevant portion of the estate. |
---|
11461 | 11461 | | (e) This section applies to corpus as well as income, |
---|
11462 | 11462 | | notwithstanding any other provision of this title. (Tex. Prob. |
---|
11463 | 11463 | | Code, Sec. 373(c).) |
---|
11464 | 11464 | | [Sections 360.003-360.050 reserved for expansion] |
---|
11465 | 11465 | | SUBCHAPTER B. CITATION |
---|
11466 | 11466 | | Sec. 360.051. CITATION OF INTERESTED PERSONS. (a) On the |
---|
11467 | 11467 | | filing of the application, the clerk shall issue a citation that: |
---|
11468 | 11468 | | (1) states: |
---|
11469 | 11469 | | (A) the decedent's name; and |
---|
11470 | 11470 | | (B) the date the court will hear the application; |
---|
11471 | 11471 | | and |
---|
11472 | 11472 | | (2) requires all persons interested in the estate to |
---|
11473 | 11473 | | appear and show cause why the estate should not be partitioned and |
---|
11474 | 11474 | | distributed. |
---|
11475 | 11475 | | (b) A citation under this section must be: |
---|
11476 | 11476 | | (1) personally served on each person residing in the |
---|
11477 | 11477 | | state who is entitled to a share of the estate and whose address is |
---|
11478 | 11478 | | known; and |
---|
11479 | 11479 | | (2) served by publication on any person entitled to a |
---|
11480 | 11480 | | share of the estate: |
---|
11481 | 11481 | | (A) whose identity or address is not known; |
---|
11482 | 11482 | | (B) who is not a resident of this state; or |
---|
11483 | 11483 | | (C) who is a resident of this state but is absent |
---|
11484 | 11484 | | from this state. (Tex. Prob. Code, Sec. 374.) |
---|
11485 | 11485 | | Sec. 360.052. CITATION OF EXECUTOR OR ADMINISTRATOR. When |
---|
11486 | 11486 | | a person other than the executor or administrator applies for |
---|
11487 | 11487 | | partition and distribution, the executor or administrator must also |
---|
11488 | 11488 | | be cited to appear and answer the application and file in court a |
---|
11489 | 11489 | | verified exhibit and account of the condition of the estate, as in |
---|
11490 | 11490 | | the case of a final settlement. (Tex. Prob. Code, Sec. 375.) |
---|
11491 | 11491 | | [Sections 360.053-360.100 reserved for expansion] |
---|
11492 | 11492 | | SUBCHAPTER C. PROCEEDINGS; EXPENSES |
---|
11493 | 11493 | | Sec. 360.101. HEARING ON APPLICATION. (a) At the hearing |
---|
11494 | 11494 | | on an application for partition and distribution, the court shall |
---|
11495 | 11495 | | determine: |
---|
11496 | 11496 | | (1) the residue of the estate that is subject to |
---|
11497 | 11497 | | partition and distribution; |
---|
11498 | 11498 | | (2) the persons entitled by law to partition and |
---|
11499 | 11499 | | distribution and those persons' respective shares; and |
---|
11500 | 11500 | | (3) whether an advancement has been made to any of the |
---|
11501 | 11501 | | persons described by Subdivision (2), and if so, the nature and |
---|
11502 | 11502 | | value of the advancement. |
---|
11503 | 11503 | | (b) For purposes of Subsection (a)(1), the residue of the |
---|
11504 | 11504 | | estate is determined by deducting from the entire assets of the |
---|
11505 | 11505 | | estate remaining on hand: |
---|
11506 | 11506 | | (1) the amount of all debts and expenses that: |
---|
11507 | 11507 | | (A) have been approved or established by judgment |
---|
11508 | 11508 | | but not paid; or |
---|
11509 | 11509 | | (B) may be established by judgment in the future; |
---|
11510 | 11510 | | and |
---|
11511 | 11511 | | (2) the probable future expenses of administration. |
---|
11512 | 11512 | | (c) If an advancement described by Subsection (a)(3) has |
---|
11513 | 11513 | | been made, the court shall require the advancement to be placed in |
---|
11514 | 11514 | | hotchpotch as required by the law governing intestate succession. |
---|
11515 | 11515 | | (Tex. Prob. Code, Sec. 377.) |
---|
11516 | 11516 | | Sec. 360.102. COURT DECREE. If the court determines that |
---|
11517 | 11517 | | the estate should be partitioned and distributed, the court shall |
---|
11518 | 11518 | | enter a decree stating: |
---|
11519 | 11519 | | (1) the name and address, if known, of each person |
---|
11520 | 11520 | | entitled to a share of the estate, specifying: |
---|
11521 | 11521 | | (A) which of those persons are known to be |
---|
11522 | 11522 | | minors; |
---|
11523 | 11523 | | (B) the name of the minors' guardian or guardian |
---|
11524 | 11524 | | ad litem; and |
---|
11525 | 11525 | | (C) the name of the attorney appointed to |
---|
11526 | 11526 | | represent those persons who are unknown or who are not residents of |
---|
11527 | 11527 | | this state; |
---|
11528 | 11528 | | (2) the proportional part of the estate to which each |
---|
11529 | 11529 | | person is entitled; |
---|
11530 | 11530 | | (3) a full description of all the estate to be |
---|
11531 | 11531 | | distributed; and |
---|
11532 | 11532 | | (4) that the executor or administrator must retain |
---|
11533 | 11533 | | possession of a sufficient amount of money or property to pay all |
---|
11534 | 11534 | | debts, taxes, and expenses of administration and specifying the |
---|
11535 | 11535 | | amount of money or the property to be retained. (Tex. Prob. Code, |
---|
11536 | 11536 | | Sec. 378.) |
---|
11537 | 11537 | | Sec. 360.103. EXPENSES OF PARTITION. (a) The distributees |
---|
11538 | 11538 | | shall pay the expense of the estate's partition pro rata. |
---|
11539 | 11539 | | (b) The portion of the estate allotted to a distributee is |
---|
11540 | 11540 | | liable for the distributee's portion of the partition expense, and, |
---|
11541 | 11541 | | if not paid, the court may order execution for the expense in the |
---|
11542 | 11542 | | names of the persons entitled to payment of the expense. (Tex. |
---|
11543 | 11543 | | Prob. Code, Sec. 387.) |
---|
11544 | 11544 | | [Sections 360.104-360.150 reserved for expansion] |
---|
11545 | 11545 | | SUBCHAPTER D. PARTITION AND DISTRIBUTION IF ESTATE PROPERTY IS |
---|
11546 | 11546 | | CAPABLE OF DIVISION |
---|
11547 | 11547 | | Sec. 360.151. APPOINTMENT OF COMMISSIONERS. If the estate |
---|
11548 | 11548 | | does not consist entirely of money or debts due to the estate and |
---|
11549 | 11549 | | the court has not previously determined that the estate is |
---|
11550 | 11550 | | incapable of partition, the court shall appoint three or more |
---|
11551 | 11551 | | discreet and disinterested persons as commissioners to make a |
---|
11552 | 11552 | | partition and distribution of the estate. (Tex. Prob. Code, Sec. |
---|
11553 | 11553 | | 380(a).) |
---|
11554 | 11554 | | Sec. 360.152. WRIT OF PARTITION. (a) When commissioners |
---|
11555 | 11555 | | are appointed under Section 360.151, the clerk shall issue a writ of |
---|
11556 | 11556 | | partition directed to the commissioners, commanding the |
---|
11557 | 11557 | | commissioners to: |
---|
11558 | 11558 | | (1) proceed promptly to make the partition and |
---|
11559 | 11559 | | distribution in accordance with the court decree; and |
---|
11560 | 11560 | | (2) return the writ, with the commissioners' |
---|
11561 | 11561 | | proceedings under the writ, on a date stated in the writ. |
---|
11562 | 11562 | | (b) A copy of the court decree must accompany the writ. |
---|
11563 | 11563 | | (c) The writ must be served by: |
---|
11564 | 11564 | | (1) delivering the writ and the accompanying copy of |
---|
11565 | 11565 | | the court decree to one of the commissioners; and |
---|
11566 | 11566 | | (2) notifying the other commissioners, verbally or |
---|
11567 | 11567 | | otherwise, of the commissioners' appointment. |
---|
11568 | 11568 | | (d) Service under Subsection (c) may be made by any person. |
---|
11569 | 11569 | | (Tex. Prob. Code, Sec. 380(b).) |
---|
11570 | 11570 | | Sec. 360.153. PARTITION BY COMMISSIONERS. (a) The |
---|
11571 | 11571 | | commissioners shall make a fair, just, and impartial partition and |
---|
11572 | 11572 | | distribution of the estate in the following order and manner: |
---|
11573 | 11573 | | (1) if the real estate is capable of being divided |
---|
11574 | 11574 | | without manifest injury to all or any of the distributees, the |
---|
11575 | 11575 | | commissioners shall partition and distribute the land or other |
---|
11576 | 11576 | | property by allotting to each distributee: |
---|
11577 | 11577 | | (A) a share in each parcel; |
---|
11578 | 11578 | | (B) shares in one or more parcels; or |
---|
11579 | 11579 | | (C) one or more parcels separately, with or |
---|
11580 | 11580 | | without the addition of a share of other parcels; |
---|
11581 | 11581 | | (2) if the real estate is not capable of a fair, just, |
---|
11582 | 11582 | | and equal division in kind, but may be made capable of a fair, just, |
---|
11583 | 11583 | | and equal division in kind by allotting to one or more of the |
---|
11584 | 11584 | | distributees a proportion of the money or other personal property |
---|
11585 | 11585 | | to supply the deficiency, the commissioners may make, as nearly as |
---|
11586 | 11586 | | possible, an equal division of the real estate and supply the |
---|
11587 | 11587 | | deficiency of any share from the money or other personal property; |
---|
11588 | 11588 | | and |
---|
11589 | 11589 | | (3) the commissioners shall: |
---|
11590 | 11590 | | (A) make a like division in kind, as nearly as |
---|
11591 | 11591 | | possible, of the money and other personal property; and |
---|
11592 | 11592 | | (B) determine by lot, among equal shares, to whom |
---|
11593 | 11593 | | each share shall belong. |
---|
11594 | 11594 | | (b) The commissioners shall allot the land or other property |
---|
11595 | 11595 | | under Subsection (a)(1) in the manner described by that subsection |
---|
11596 | 11596 | | that is most in the interest of the distributees. (Tex. Prob. Code, |
---|
11597 | 11597 | | Sec. 380(c).) |
---|
11598 | 11598 | | Sec. 360.154. COMMISSIONERS' REPORT. (a) After dividing |
---|
11599 | 11599 | | all or any part of the estate, at least a majority of the |
---|
11600 | 11600 | | commissioners shall make a written, sworn report to the court that: |
---|
11601 | 11601 | | (1) states the property divided by the commissioners; |
---|
11602 | 11602 | | and |
---|
11603 | 11603 | | (2) describes in particular the property allotted to |
---|
11604 | 11604 | | each distributee and the value of that property. |
---|
11605 | 11605 | | (b) If real estate was divided, the report must also contain |
---|
11606 | 11606 | | a general plat of the land with: |
---|
11607 | 11607 | | (1) the division lines plainly set down; and |
---|
11608 | 11608 | | (2) the number of acres in each share. (Tex. Prob. |
---|
11609 | 11609 | | Code, Sec. 380(d).) |
---|
11610 | 11610 | | Sec. 360.155. COURT ACTION ON COMMISSIONERS' REPORT. (a) |
---|
11611 | 11611 | | On the return of a commissioners' report under Section 360.154, the |
---|
11612 | 11612 | | court shall: |
---|
11613 | 11613 | | (1) examine the report carefully; and |
---|
11614 | 11614 | | (2) hear: |
---|
11615 | 11615 | | (A) all exceptions and objections to the report; |
---|
11616 | 11616 | | and |
---|
11617 | 11617 | | (B) all evidence in favor of or against the |
---|
11618 | 11618 | | report. |
---|
11619 | 11619 | | (b) If the report is informal, the court shall have the |
---|
11620 | 11620 | | informality corrected. |
---|
11621 | 11621 | | (c) If the division appears to have been fairly made |
---|
11622 | 11622 | | according to law and no valid exceptions are taken to the division, |
---|
11623 | 11623 | | the court shall approve the division and enter a decree vesting |
---|
11624 | 11624 | | title in the distributees of the distributees' respective shares or |
---|
11625 | 11625 | | portions of the property as set apart to the distributees by the |
---|
11626 | 11626 | | commissioners. |
---|
11627 | 11627 | | (d) If the division does not appear to have been fairly made |
---|
11628 | 11628 | | according to law or a valid exception is taken to the division, the |
---|
11629 | 11629 | | court may: |
---|
11630 | 11630 | | (1) set aside the report and division; and |
---|
11631 | 11631 | | (2) order a new partition to be made. (Tex. Prob. |
---|
11632 | 11632 | | Code, Sec. 380(e).) |
---|
11633 | 11633 | | Sec. 360.156. DELIVERY OF PROPERTY. When the |
---|
11634 | 11634 | | commissioners' report has been approved and ordered to be recorded, |
---|
11635 | 11635 | | the court shall order the executor or administrator to deliver to |
---|
11636 | 11636 | | the distributees on demand the distributees' respective shares of |
---|
11637 | 11637 | | the estate, including all the title deeds and documents belonging |
---|
11638 | 11638 | | to the distributees. (Tex. Prob. Code, Sec. 380(f).) |
---|
11639 | 11639 | | Sec. 360.157. COMMISSIONERS' FEES. A commissioner who |
---|
11640 | 11640 | | partitions and distributes an estate under this subchapter is |
---|
11641 | 11641 | | entitled to $5 for each day the commissioner necessarily engages in |
---|
11642 | 11642 | | performing the commissioner's duties, to be taxed and paid as other |
---|
11643 | 11643 | | costs in cases of partition. (Tex. Prob. Code, Sec. 380(g).) |
---|
11644 | 11644 | | [Sections 360.158-360.200 reserved for expansion] |
---|
11645 | 11645 | | SUBCHAPTER E. PARTITION AND DISTRIBUTION IF ESTATE PROPERTY IS |
---|
11646 | 11646 | | INCAPABLE OF DIVISION |
---|
11647 | 11647 | | Sec. 360.201. COURT FINDING. If, in the court's opinion, |
---|
11648 | 11648 | | all or part of an estate is not capable of a fair and equal partition |
---|
11649 | 11649 | | and distribution, the court shall make a special written finding |
---|
11650 | 11650 | | specifying the property incapable of division. (Tex. Prob. Code, |
---|
11651 | 11651 | | Sec. 381(a).) |
---|
11652 | 11652 | | Sec. 360.202. SALE OF ESTATE PROPERTY. (a) When the court |
---|
11653 | 11653 | | has found that all or part of an estate is not capable of fair and |
---|
11654 | 11654 | | equal division, the court shall order the sale of all estate |
---|
11655 | 11655 | | property not capable of fair and equal division. |
---|
11656 | 11656 | | (b) The sale must be made by the executor or administrator |
---|
11657 | 11657 | | in the manner provided for the sale of real estate to satisfy estate |
---|
11658 | 11658 | | debts. |
---|
11659 | 11659 | | (c) The court shall distribute the proceeds collected from |
---|
11660 | 11660 | | the sale to the persons entitled to the proceeds. |
---|
11661 | 11661 | | (d) A distributee who buys property at the sale is required |
---|
11662 | 11662 | | to pay or secure only the amount by which the distributee's bid |
---|
11663 | 11663 | | exceeds the amount of the distributee's share of the property. |
---|
11664 | 11664 | | (Tex. Prob. Code, Secs. 381(b), (c).) |
---|
11665 | 11665 | | Sec. 360.203. APPLICABILITY OF PROVISIONS RELATING TO SALE |
---|
11666 | 11666 | | OF REAL ESTATE. The provisions of this title relating to reports of |
---|
11667 | 11667 | | sales of real estate, the giving of an increased general or |
---|
11668 | 11668 | | additional bond on the sale of real estate, and the vesting of title |
---|
11669 | 11669 | | to property sold by decree or by deed apply to sales made under this |
---|
11670 | 11670 | | subchapter. (Tex. Prob. Code, Sec. 381(d).) |
---|
11671 | 11671 | | [Sections 360.204-360.250 reserved for expansion] |
---|
11672 | 11672 | | SUBCHAPTER F. CERTAIN TYPES OF ESTATE PROPERTY |
---|
11673 | 11673 | | Sec. 360.251. ESTATE CONSISTING ONLY OF MONEY OR DEBTS. If |
---|
11674 | 11674 | | the estate to be distributed consists only of money or debts due to |
---|
11675 | 11675 | | the estate, the court shall: |
---|
11676 | 11676 | | (1) set the amount to which each distributee is |
---|
11677 | 11677 | | entitled; and |
---|
11678 | 11678 | | (2) order the executor or administrator to pay and |
---|
11679 | 11679 | | deliver that amount. (Tex. Prob. Code, Sec. 379.) |
---|
11680 | 11680 | | Sec. 360.252. ESTATE PROPERTY LOCATED IN ANOTHER COUNTY. |
---|
11681 | 11681 | | (a) If any portion of the estate to be partitioned is located in |
---|
11682 | 11682 | | another county and cannot be fairly partitioned without prejudice |
---|
11683 | 11683 | | to the distributees' interests, the commissioners may report those |
---|
11684 | 11684 | | facts to the court in writing. |
---|
11685 | 11685 | | (b) On the making of a report under Subsection (a), if the |
---|
11686 | 11686 | | court is satisfied that the property cannot be fairly divided or |
---|
11687 | 11687 | | that the sale of the property would be more advantageous to the |
---|
11688 | 11688 | | distributees, the court may order a sale of the property. The sale |
---|
11689 | 11689 | | must be conducted in the manner provided by Subchapter E for the |
---|
11690 | 11690 | | sale of property that is not capable of fair and equal division. |
---|
11691 | 11691 | | (c) If the court is not satisfied that the property cannot |
---|
11692 | 11692 | | be fairly and advantageously divided, or that the sale of the |
---|
11693 | 11693 | | property would be more advantageous to the distributees, the court |
---|
11694 | 11694 | | may appoint three or more commissioners in each county in which the |
---|
11695 | 11695 | | property is located. If the court appoints commissioners under |
---|
11696 | 11696 | | this subsection, the proceedings under Subchapter D for partition |
---|
11697 | 11697 | | by commissioners must be followed. (Tex. Prob. Code, Sec. 382.) |
---|
11698 | 11698 | | Sec. 360.253. COMMUNITY PROPERTY. (a) If a spouse dies |
---|
11699 | 11699 | | leaving community property, the surviving spouse, at any time after |
---|
11700 | 11700 | | letters testamentary or of administration have been granted and an |
---|
11701 | 11701 | | inventory, appraisement, and list of claims of the estate have been |
---|
11702 | 11702 | | returned, may apply in writing to the court that granted the letters |
---|
11703 | 11703 | | for a partition of the community property. |
---|
11704 | 11704 | | (b) The surviving spouse shall execute and deliver a bond to |
---|
11705 | 11705 | | the judge of the court described by Subsection (a). The bond must |
---|
11706 | 11706 | | be: |
---|
11707 | 11707 | | (1) with a corporate surety or at least two good and |
---|
11708 | 11708 | | sufficient personal sureties; |
---|
11709 | 11709 | | (2) payable to and approved by the judge; |
---|
11710 | 11710 | | (3) in an amount equal to the value of the surviving |
---|
11711 | 11711 | | spouse's interest in the community property; and |
---|
11712 | 11712 | | (4) conditioned for the payment of half of all debts |
---|
11713 | 11713 | | existing against the community property. |
---|
11714 | 11714 | | (c) The court shall proceed to partition the community |
---|
11715 | 11715 | | property into two equal moieties, one to be delivered to the |
---|
11716 | 11716 | | surviving spouse and the other to be delivered to the executor or |
---|
11717 | 11717 | | administrator of the deceased spouse's estate. |
---|
11718 | 11718 | | (d) If a partition is made under this section: |
---|
11719 | 11719 | | (1) a lien exists on the property delivered to the |
---|
11720 | 11720 | | surviving spouse to secure the payment of the bond required under |
---|
11721 | 11721 | | Subsection (b); and |
---|
11722 | 11722 | | (2) any creditor of the community estate: |
---|
11723 | 11723 | | (A) may sue in the creditor's own name on the |
---|
11724 | 11724 | | bond; and |
---|
11725 | 11725 | | (B) is entitled: |
---|
11726 | 11726 | | (i) to have judgment on the bond for half of |
---|
11727 | 11727 | | the debt the creditor establishes; and |
---|
11728 | 11728 | | (ii) to be paid by the executor or |
---|
11729 | 11729 | | administrator of the deceased spouse's estate for the other half. |
---|
11730 | 11730 | | (e) The provisions of this title relating to the partition |
---|
11731 | 11731 | | and distribution of an estate apply to a partition under this |
---|
11732 | 11732 | | section to the extent applicable. (Tex. Prob. Code, Sec. 385.) |
---|
11733 | 11733 | | Sec. 360.254. JOINTLY OWNED PROPERTY. (a) A person who has |
---|
11734 | 11734 | | a joint interest with a decedent's estate in any property may apply |
---|
11735 | 11735 | | to the court that granted letters testamentary or of administration |
---|
11736 | 11736 | | on the estate for a partition of the property. |
---|
11737 | 11737 | | (b) On application under Subsection (a), the court shall |
---|
11738 | 11738 | | partition the property between the applicant and the decedent's |
---|
11739 | 11739 | | estate. |
---|
11740 | 11740 | | (c) The provisions of this title relating to the partition |
---|
11741 | 11741 | | and distribution of an estate govern a partition under this section |
---|
11742 | 11742 | | to the extent applicable. (Tex. Prob. Code, Sec. 386.) |
---|
11743 | 11743 | | [Sections 360.255-360.300 reserved for expansion] |
---|
11744 | 11744 | | SUBCHAPTER G. ENFORCEMENT |
---|
11745 | 11745 | | Sec. 360.301. LIABILITY FOR FAILURE TO DELIVER ESTATE |
---|
11746 | 11746 | | PROPERTY. (a) If an executor or administrator neglects, when |
---|
11747 | 11747 | | demanded, to deliver a portion of an estate ordered to be delivered |
---|
11748 | 11748 | | to a person entitled to that portion, the person may file with the |
---|
11749 | 11749 | | court clerk a written complaint alleging: |
---|
11750 | 11750 | | (1) the fact of the neglect; |
---|
11751 | 11751 | | (2) the date of the person's demand; and |
---|
11752 | 11752 | | (3) other relevant facts. |
---|
11753 | 11753 | | (b) On the filing of a complaint under Subsection (a), the |
---|
11754 | 11754 | | court clerk shall issue a citation to be served personally on the |
---|
11755 | 11755 | | executor or administrator. The citation must: |
---|
11756 | 11756 | | (1) apprise the executor or administrator of the |
---|
11757 | 11757 | | complaint; and |
---|
11758 | 11758 | | (2) cite the executor or administrator to appear |
---|
11759 | 11759 | | before the court and answer, if the executor or administrator |
---|
11760 | 11760 | | desires, at the time designated in the citation. |
---|
11761 | 11761 | | (c) If at the hearing the court finds that the citation was |
---|
11762 | 11762 | | properly served and returned and that the executor or administrator |
---|
11763 | 11763 | | is guilty of the neglect alleged, the court shall enter an order to |
---|
11764 | 11764 | | that effect. |
---|
11765 | 11765 | | (d) An executor or administrator found guilty under |
---|
11766 | 11766 | | Subsection (c) is liable to the complainant for damages at the rate |
---|
11767 | 11767 | | of 10 percent of the amount or the appraised value of the portion of |
---|
11768 | 11768 | | the estate neglectfully withheld, per month, for each month or |
---|
11769 | 11769 | | fraction of a month that the portion is or has been neglectfully |
---|
11770 | 11770 | | withheld after the date of demand. Damages under this subsection |
---|
11771 | 11771 | | may be recovered in any court of competent jurisdiction. (Tex. |
---|
11772 | 11772 | | Prob. Code, Sec. 384.) |
---|
11773 | 11773 | | CHAPTER 361. DEATH, RESIGNATION, OR REMOVAL OF PERSONAL REPRESENTATIVES; APPOINTMENT OF SUCCESSORS |
---|
11774 | 11774 | | REPRESENTATIVES; APPOINTMENT OF SUCCESSORS |
---|
11775 | 11775 | | SUBCHAPTER A. RESIGNATION OF PERSONAL REPRESENTATIVE |
---|
11776 | 11776 | | Sec. 361.001. RESIGNATION APPLICATION |
---|
11777 | 11777 | | Sec. 361.002. IMMEDIATE APPOINTMENT OF SUCCESSOR; |
---|
11778 | 11778 | | DISCHARGE AND RELEASE |
---|
11779 | 11779 | | Sec. 361.003. HEARING DATE; CITATION |
---|
11780 | 11780 | | Sec. 361.004. HEARING |
---|
11781 | 11781 | | Sec. 361.005. REQUIREMENTS FOR DISCHARGE |
---|
11782 | 11782 | | [Sections 361.006-361.050 reserved for expansion] |
---|
11783 | 11783 | | SUBCHAPTER B. REMOVAL AND REINSTATEMENT OF PERSONAL REPRESENTATIVE |
---|
11784 | 11784 | | Sec. 361.051. REMOVAL WITHOUT NOTICE |
---|
11785 | 11785 | | Sec. 361.052. REMOVAL WITH NOTICE |
---|
11786 | 11786 | | Sec. 361.053. REMOVAL ORDER |
---|
11787 | 11787 | | Sec. 361.054. REMOVAL AND REINSTATEMENT OF PERSONAL |
---|
11788 | 11788 | | CIRCUMSTANCES |
---|
11789 | 11789 | | [Sections 361.055-361.100 reserved for expansion] |
---|
11790 | 11790 | | SUBCHAPTER C. APPOINTMENT OF SUCCESSOR REPRESENTATIVE |
---|
11791 | 11791 | | Sec. 361.101. REQUIREMENTS FOR REVOCATION OF LETTERS |
---|
11792 | 11792 | | Sec. 361.102. APPOINTMENT BECAUSE OF DEATH, |
---|
11793 | 11793 | | RESIGNATION, OR REMOVAL |
---|
11794 | 11794 | | Sec. 361.103. APPOINTMENT BECAUSE OF EXISTENCE OF |
---|
11795 | 11795 | | PRIOR RIGHT |
---|
11796 | 11796 | | Sec. 361.104. APPOINTMENT WHEN NAMED EXECUTOR BECOMES |
---|
11797 | 11797 | | AN ADULT |
---|
11798 | 11798 | | Sec. 361.105. APPOINTMENT OF FORMERLY SICK OR ABSENT |
---|
11799 | 11799 | | EXECUTOR |
---|
11800 | 11800 | | Sec. 361.106. APPOINTMENT WHEN WILL DISCOVERED AFTER |
---|
11801 | 11801 | | GRANT OF ADMINISTRATION |
---|
11802 | 11802 | | [Sections 361.107-361.150 reserved for expansion] |
---|
11803 | 11803 | | SUBCHAPTER D. PROCEDURES AFTER DEATH, RESIGNATION, OR REMOVAL OF PERSONAL REPRESENTATIVE |
---|
11804 | 11804 | | PERSONAL REPRESENTATIVE |
---|
11805 | 11805 | | Sec. 361.151. PAYMENT TO ESTATE WHILE OFFICE OF |
---|
11806 | 11806 | | PERSONAL REPRESENTATIVE IS VACANT |
---|
11807 | 11807 | | Sec. 361.152. FURTHER ADMINISTRATION WITH OR WITHOUT |
---|
11808 | 11808 | | NOTICE OR WILL ANNEXED |
---|
11809 | 11809 | | Sec. 361.153. RIGHTS, POWERS, AND DUTIES OF SUCCESSOR |
---|
11810 | 11810 | | REPRESENTATIVE |
---|
11811 | 11811 | | Sec. 361.154. SUCCESSOR EXECUTOR ALSO SUCCEEDS TO |
---|
11812 | 11812 | | PRIOR RIGHTS AND DUTIES |
---|
11813 | 11813 | | Sec. 361.155. SUCCESSOR REPRESENTATIVE TO RETURN |
---|
11814 | 11814 | | CLAIMS |
---|
11815 | 11815 | | CHAPTER 361. DEATH, RESIGNATION, OR REMOVAL OF PERSONAL |
---|
11816 | 11816 | | REPRESENTATIVES; APPOINTMENT OF SUCCESSORS |
---|
11817 | 11817 | | SUBCHAPTER A. RESIGNATION OF PERSONAL REPRESENTATIVE |
---|
11818 | 11818 | | Sec. 361.001. RESIGNATION APPLICATION. A personal |
---|
11819 | 11819 | | representative who wishes to resign the representative's trust |
---|
11820 | 11820 | | shall file a written application with the court clerk, accompanied |
---|
11821 | 11821 | | by a complete and verified exhibit and final account showing the |
---|
11822 | 11822 | | true condition of the estate entrusted to the representative's |
---|
11823 | 11823 | | care. (Tex. Prob. Code, Sec. 221(a).) |
---|
11824 | 11824 | | Sec. 361.002. IMMEDIATE APPOINTMENT OF SUCCESSOR; |
---|
11825 | 11825 | | DISCHARGE AND RELEASE. (a) If the necessity exists, the court may |
---|
11826 | 11826 | | immediately accept the resignation of a personal representative and |
---|
11827 | 11827 | | appoint a successor representative. |
---|
11828 | 11828 | | (b) The court may not discharge a person whose resignation |
---|
11829 | 11829 | | is accepted under Subsection (a), or release the person or the |
---|
11830 | 11830 | | sureties on the person's bond, until a final order has been issued |
---|
11831 | 11831 | | or judgment has been rendered on the final account required under |
---|
11832 | 11832 | | Section 361.001. (Tex. Prob. Code, Sec. 221(b).) |
---|
11833 | 11833 | | Sec. 361.003. HEARING DATE; CITATION. (a) When an |
---|
11834 | 11834 | | application to resign as personal representative is filed under |
---|
11835 | 11835 | | Section 361.001, supported by the exhibit and final account |
---|
11836 | 11836 | | required under that section, the court clerk shall bring the |
---|
11837 | 11837 | | application to the judge's attention and the judge shall set a date |
---|
11838 | 11838 | | for a hearing on the matter. |
---|
11839 | 11839 | | (b) After a hearing is set under Subsection (a), the clerk |
---|
11840 | 11840 | | shall issue a citation to all interested persons, showing: |
---|
11841 | 11841 | | (1) that an application that complies with Section |
---|
11842 | 11842 | | 361.001 has been filed; and |
---|
11843 | 11843 | | (2) the time and place set for the hearing at which the |
---|
11844 | 11844 | | interested persons may appear and contest the exhibit and final |
---|
11845 | 11845 | | account supporting the application. |
---|
11846 | 11846 | | (c) Unless the court directs that the citation under |
---|
11847 | 11847 | | Subsection (b) be published, the citation must be posted. (Tex. |
---|
11848 | 11848 | | Prob. Code, Sec. 221(c).) |
---|
11849 | 11849 | | Sec. 361.004. HEARING. (a) At the time set for the hearing |
---|
11850 | 11850 | | under Section 361.003, unless the court continues the hearing, and |
---|
11851 | 11851 | | if the court finds that the citation required under that section has |
---|
11852 | 11852 | | been properly issued and served, the court shall: |
---|
11853 | 11853 | | (1) examine the exhibit and final account required by |
---|
11854 | 11854 | | Section 361.001; |
---|
11855 | 11855 | | (2) hear all evidence for and against the exhibit and |
---|
11856 | 11856 | | final account; and |
---|
11857 | 11857 | | (3) if necessary, restate and audit and settle the |
---|
11858 | 11858 | | exhibit and final account. |
---|
11859 | 11859 | | (b) If the court is satisfied that the matters entrusted to |
---|
11860 | 11860 | | the personal representative applying to resign have been handled |
---|
11861 | 11861 | | and accounted for in accordance with the law, the court shall: |
---|
11862 | 11862 | | (1) enter an order approving the exhibit and final |
---|
11863 | 11863 | | account; and |
---|
11864 | 11864 | | (2) require that any estate property remaining in the |
---|
11865 | 11865 | | applicant's possession be delivered to the persons entitled by law |
---|
11866 | 11866 | | to receive the property. (Tex. Prob. Code, Sec. 221(d).) |
---|
11867 | 11867 | | Sec. 361.005. REQUIREMENTS FOR DISCHARGE. (a) A personal |
---|
11868 | 11868 | | representative applying to resign may not be discharged until: |
---|
11869 | 11869 | | (1) the resignation application has been heard; |
---|
11870 | 11870 | | (2) the exhibit and final account required under |
---|
11871 | 11871 | | Section 361.001 have been examined, settled, and approved; and |
---|
11872 | 11872 | | (3) the applicant has satisfied the court that the |
---|
11873 | 11873 | | applicant has: |
---|
11874 | 11874 | | (A) delivered any estate property remaining in |
---|
11875 | 11875 | | the applicant's possession; or |
---|
11876 | 11876 | | (B) complied with all lawful orders of the court |
---|
11877 | 11877 | | with relation to the applicant's trust as representative. |
---|
11878 | 11878 | | (b) When a personal representative applying to resign has |
---|
11879 | 11879 | | fully complied with the orders of the court, the court shall enter |
---|
11880 | 11880 | | an order: |
---|
11881 | 11881 | | (1) accepting the resignation; and |
---|
11882 | 11882 | | (2) discharging the applicant, and, if the applicant |
---|
11883 | 11883 | | is under bond, the applicant's sureties. (Tex. Prob. Code, Secs. |
---|
11884 | 11884 | | 221(e), (f).) |
---|
11885 | 11885 | | [Sections 361.006-361.050 reserved for expansion] |
---|
11886 | 11886 | | SUBCHAPTER B. REMOVAL AND REINSTATEMENT OF PERSONAL REPRESENTATIVE |
---|
11887 | 11887 | | Sec. 361.051. REMOVAL WITHOUT NOTICE. The court, on the |
---|
11888 | 11888 | | court's own motion or on the motion of any interested person, and |
---|
11889 | 11889 | | without notice, may remove a personal representative appointed |
---|
11890 | 11890 | | under this title who: |
---|
11891 | 11891 | | (1) neglects to qualify in the manner and time |
---|
11892 | 11892 | | required by law; |
---|
11893 | 11893 | | (2) fails to return, before the 91st day after the date |
---|
11894 | 11894 | | the representative qualifies, an inventory of the estate property |
---|
11895 | 11895 | | and a list of claims that have come to the representative's |
---|
11896 | 11896 | | knowledge, unless that deadline is extended by court order; |
---|
11897 | 11897 | | (3) if required, fails to give a new bond within the |
---|
11898 | 11898 | | time prescribed; |
---|
11899 | 11899 | | (4) is absent from the state for a consecutive period |
---|
11900 | 11900 | | of three or more months without the court's permission, or moves out |
---|
11901 | 11901 | | of state; |
---|
11902 | 11902 | | (5) cannot be served with notices or other processes |
---|
11903 | 11903 | | because: |
---|
11904 | 11904 | | (A) the representative's whereabouts are |
---|
11905 | 11905 | | unknown; |
---|
11906 | 11906 | | (B) the representative is eluding service; or |
---|
11907 | 11907 | | (C) the representative is a nonresident of this |
---|
11908 | 11908 | | state who does not have a resident agent to accept service of |
---|
11909 | 11909 | | process in any probate proceeding or other action relating to the |
---|
11910 | 11910 | | estate; or |
---|
11911 | 11911 | | (6) subject to Section 361.054(a), has misapplied, |
---|
11912 | 11912 | | embezzled, or removed from the state, or is about to misapply, |
---|
11913 | 11913 | | embezzle, or remove from the state, all or part of the property |
---|
11914 | 11914 | | entrusted to the representative's care. (Tex. Prob. Code, Sec. |
---|
11915 | 11915 | | 222(a)(1).) |
---|
11916 | 11916 | | Sec. 361.052. REMOVAL WITH NOTICE. The court may remove a |
---|
11917 | 11917 | | personal representative on the court's own motion, or on the |
---|
11918 | 11918 | | complaint of any interested person, after the representative has |
---|
11919 | 11919 | | been cited by personal service to answer at a time and place fixed |
---|
11920 | 11920 | | in the notice, if: |
---|
11921 | 11921 | | (1) sufficient grounds appear to support a belief that |
---|
11922 | 11922 | | the representative has misapplied, embezzled, or removed from the |
---|
11923 | 11923 | | state, or is about to misapply, embezzle, or remove from the state, |
---|
11924 | 11924 | | all or part of the property entrusted to the representative's care; |
---|
11925 | 11925 | | (2) the representative fails to return any account |
---|
11926 | 11926 | | required by law to be made; |
---|
11927 | 11927 | | (3) the representative fails to obey a proper order of |
---|
11928 | 11928 | | the court that has jurisdiction with respect to the performance of |
---|
11929 | 11929 | | the representative's duties; |
---|
11930 | 11930 | | (4) the representative is proved to have been guilty |
---|
11931 | 11931 | | of gross misconduct, or mismanagement in the performance of the |
---|
11932 | 11932 | | representative's duties; |
---|
11933 | 11933 | | (5) the representative: |
---|
11934 | 11934 | | (A) becomes incapacitated; |
---|
11935 | 11935 | | (B) is sentenced to the penitentiary; or |
---|
11936 | 11936 | | (C) from any other cause, becomes incapable of |
---|
11937 | 11937 | | properly performing the duties of the representative's trust; or |
---|
11938 | 11938 | | (6) the representative, as executor or administrator, |
---|
11939 | 11939 | | fails to: |
---|
11940 | 11940 | | (A) make a final settlement by the third |
---|
11941 | 11941 | | anniversary of the date letters testamentary or of administration |
---|
11942 | 11942 | | are granted, unless that period is extended by the court on a |
---|
11943 | 11943 | | showing of sufficient cause supported by oath; or |
---|
11944 | 11944 | | (B) timely file the affidavit or certificate |
---|
11945 | 11945 | | required by Section 308.004. (Tex. Prob. Code, Sec. 222(b).) |
---|
11946 | 11946 | | Sec. 361.053. REMOVAL ORDER. An order removing a personal |
---|
11947 | 11947 | | representative must: |
---|
11948 | 11948 | | (1) state the cause of the removal; |
---|
11949 | 11949 | | (2) require that, if the removed representative has |
---|
11950 | 11950 | | been personally served with citation, any letters testamentary or |
---|
11951 | 11951 | | of administration issued to the removed representative be |
---|
11952 | 11952 | | surrendered, and that, regardless of whether the letters have been |
---|
11953 | 11953 | | delivered, all the letters be canceled of record; and |
---|
11954 | 11954 | | (3) require the removed representative to deliver any |
---|
11955 | 11955 | | estate property in the representative's possession to the persons |
---|
11956 | 11956 | | entitled to the property or to the person who has been appointed and |
---|
11957 | 11957 | | has qualified as successor representative. (Tex. Prob. Code, Sec. |
---|
11958 | 11958 | | 222(c).) |
---|
11959 | 11959 | | Sec. 361.054. REMOVAL AND REINSTATEMENT OF PERSONAL |
---|
11960 | 11960 | | REPRESENTATIVE UNDER CERTAIN CIRCUMSTANCES. (a) The court may |
---|
11961 | 11961 | | remove a personal representative under Section 361.051(6) only on |
---|
11962 | 11962 | | the presentation of clear and convincing evidence given under oath. |
---|
11963 | 11963 | | (b) Not later than the 10th day after the date the court |
---|
11964 | 11964 | | signs the order of removal, a personal representative who is |
---|
11965 | 11965 | | removed under Section 361.051(6) may file an application with the |
---|
11966 | 11966 | | court for a hearing to determine whether the representative should |
---|
11967 | 11967 | | be reinstated. |
---|
11968 | 11968 | | (c) On the filing of an application under Subsection (b), |
---|
11969 | 11969 | | the court clerk shall issue to the applicant and to the successor |
---|
11970 | 11970 | | representative of the decedent's estate a notice stating: |
---|
11971 | 11971 | | (1) that an application for reinstatement has been |
---|
11972 | 11972 | | filed; |
---|
11973 | 11973 | | (2) the name of the decedent from whose estate the |
---|
11974 | 11974 | | applicant was removed as personal representative; and |
---|
11975 | 11975 | | (3) the name of the applicant for reinstatement. |
---|
11976 | 11976 | | (d) The notice required by Subsection (c) must cite all |
---|
11977 | 11977 | | persons interested in the estate to appear at the time and place |
---|
11978 | 11978 | | stated in the notice if the persons wish to contest the application. |
---|
11979 | 11979 | | (e) If, at the conclusion of a hearing under this section, |
---|
11980 | 11980 | | the court is satisfied by a preponderance of the evidence that the |
---|
11981 | 11981 | | personal representative applying for reinstatement did not engage |
---|
11982 | 11982 | | in the conduct that directly led to the applicant's removal, the |
---|
11983 | 11983 | | court shall: |
---|
11984 | 11984 | | (1) set aside any order appointing a successor |
---|
11985 | 11985 | | representative; and |
---|
11986 | 11986 | | (2) enter an order reinstating the applicant as |
---|
11987 | 11987 | | personal representative of the estate. |
---|
11988 | 11988 | | (f) If the court sets aside the appointment of a successor |
---|
11989 | 11989 | | representative under this section, the court may require the |
---|
11990 | 11990 | | successor representative to prepare and file, under oath, an |
---|
11991 | 11991 | | accounting of the estate and to detail the disposition the |
---|
11992 | 11992 | | successor has made of the estate property. (Tex. Prob. Code, Secs. |
---|
11993 | 11993 | | 222(a)(2), 222A.) |
---|
11994 | 11994 | | [Sections 361.055-361.100 reserved for expansion] |
---|
11995 | 11995 | | SUBCHAPTER C. APPOINTMENT OF SUCCESSOR REPRESENTATIVE |
---|
11996 | 11996 | | Sec. 361.101. REQUIREMENTS FOR REVOCATION OF LETTERS. |
---|
11997 | 11997 | | Except as otherwise expressly provided by this title, the court may |
---|
11998 | 11998 | | revoke letters testamentary or of administration and grant other |
---|
11999 | 11999 | | letters only: |
---|
12000 | 12000 | | (1) on application; and |
---|
12001 | 12001 | | (2) after personal service of citation on the person, |
---|
12002 | 12002 | | if living, whose letters are sought to be revoked, requiring the |
---|
12003 | 12003 | | person to appear and show cause why the application should not be |
---|
12004 | 12004 | | granted. (Tex. Prob. Code, Sec. 220(f).) |
---|
12005 | 12005 | | Sec. 361.102. APPOINTMENT BECAUSE OF DEATH, RESIGNATION, OR |
---|
12006 | 12006 | | REMOVAL. (a) If a person appointed as personal representative |
---|
12007 | 12007 | | fails to qualify or, after qualifying, dies, resigns, or is |
---|
12008 | 12008 | | removed, the court may, on application, appoint a successor |
---|
12009 | 12009 | | representative if the appointment of a successor is necessary. The |
---|
12010 | 12010 | | appointment may be made before a final accounting is filed or before |
---|
12011 | 12011 | | any action on a final accounting is taken. In the event of death, |
---|
12012 | 12012 | | the legal representatives of the deceased personal representative |
---|
12013 | 12013 | | shall account for, pay, and deliver all estate property that was |
---|
12014 | 12014 | | entrusted to the deceased personal representative's care to the |
---|
12015 | 12015 | | persons legally entitled to receive the property, at the time and in |
---|
12016 | 12016 | | the manner ordered by the court. |
---|
12017 | 12017 | | (b) The court may appoint a successor representative under |
---|
12018 | 12018 | | this section without citation or notice if the court finds that the |
---|
12019 | 12019 | | immediate appointment of a successor representative is necessary. |
---|
12020 | 12020 | | (Tex. Prob. Code, Sec. 220(a).) |
---|
12021 | 12021 | | Sec. 361.103. APPOINTMENT BECAUSE OF EXISTENCE OF PRIOR |
---|
12022 | 12022 | | RIGHT. If letters testamentary or of administration have been |
---|
12023 | 12023 | | granted to a person and another person applies for letters, the |
---|
12024 | 12024 | | court shall revoke the initial letters and grant letters to the |
---|
12025 | 12025 | | second applicant if the second applicant: |
---|
12026 | 12026 | | (1) is qualified; |
---|
12027 | 12027 | | (2) has a prior right to the letters; and |
---|
12028 | 12028 | | (3) has not waived the prior right to the letters. |
---|
12029 | 12029 | | (Tex. Prob. Code, Sec. 220(b).) |
---|
12030 | 12030 | | Sec. 361.104. APPOINTMENT WHEN NAMED EXECUTOR BECOMES AN |
---|
12031 | 12031 | | ADULT. (a) A person named as executor in a will who was not an |
---|
12032 | 12032 | | adult when the will was probated is entitled to have letters |
---|
12033 | 12033 | | testamentary or of administration that were granted to another |
---|
12034 | 12034 | | person revoked and appropriate letters granted to the named |
---|
12035 | 12035 | | executor on proof that the named executor has become an adult and is |
---|
12036 | 12036 | | not otherwise disqualified. |
---|
12037 | 12037 | | (b) This subsection applies only if a will names two or more |
---|
12038 | 12038 | | persons as executor. A person named as an executor in the will who |
---|
12039 | 12039 | | was a minor when the will was probated may, on becoming an adult, |
---|
12040 | 12040 | | qualify and receive letters if: |
---|
12041 | 12041 | | (1) letters have been issued only to the named |
---|
12042 | 12042 | | executors in the will who were adults when the will was probated; |
---|
12043 | 12043 | | and |
---|
12044 | 12044 | | (2) the person is not otherwise disqualified from |
---|
12045 | 12045 | | receiving letters. (Tex. Prob. Code, Sec. 220(c).) |
---|
12046 | 12046 | | Sec. 361.105. APPOINTMENT OF FORMERLY SICK OR ABSENT |
---|
12047 | 12047 | | EXECUTOR. (a) This section applies only to a person named as |
---|
12048 | 12048 | | executor in a will who was sick or absent from the state when the |
---|
12049 | 12049 | | testator died or the will was proved and, as a result, could not: |
---|
12050 | 12050 | | (1) present the will for probate before the 31st day |
---|
12051 | 12051 | | after the date of the testator's death; or |
---|
12052 | 12052 | | (2) accept and qualify as executor before the 21st day |
---|
12053 | 12053 | | after the date the will is probated. |
---|
12054 | 12054 | | (b) A person to whom this section applies may accept and |
---|
12055 | 12055 | | qualify as executor before the 61st day after the date the person |
---|
12056 | 12056 | | returns to the state or recovers from illness if proof is presented |
---|
12057 | 12057 | | to the court that the person was ill or absent. |
---|
12058 | 12058 | | (c) If a person accepts and qualifies as executor under |
---|
12059 | 12059 | | Subsection (b) and letters testamentary or of administration have |
---|
12060 | 12060 | | been issued to another person, the court shall revoke the other |
---|
12061 | 12061 | | person's letters. (Tex. Prob. Code, Sec. 220(d).) |
---|
12062 | 12062 | | Sec. 361.106. APPOINTMENT WHEN WILL DISCOVERED AFTER GRANT |
---|
12063 | 12063 | | OF ADMINISTRATION. If, after letters of administration have been |
---|
12064 | 12064 | | issued, it is discovered that the decedent left a lawful will, the |
---|
12065 | 12065 | | court shall revoke the letters of administration and issue proper |
---|
12066 | 12066 | | letters to any persons entitled to the letters. (Tex. Prob. Code, |
---|
12067 | 12067 | | Sec. 220(e).) |
---|
12068 | 12068 | | [Sections 361.107-361.150 reserved for expansion] |
---|
12069 | 12069 | | SUBCHAPTER D. PROCEDURES AFTER DEATH, RESIGNATION, OR REMOVAL OF |
---|
12070 | 12070 | | PERSONAL REPRESENTATIVE |
---|
12071 | 12071 | | Sec. 361.151. PAYMENT TO ESTATE WHILE OFFICE OF PERSONAL |
---|
12072 | 12072 | | REPRESENTATIVE IS VACANT. (a) A debtor, obligor, or payor may pay |
---|
12073 | 12073 | | or tender money or another thing of value falling due to an estate |
---|
12074 | 12074 | | while the office of personal representative of the estate is vacant |
---|
12075 | 12075 | | to the court clerk for the credit of the estate. |
---|
12076 | 12076 | | (b) Payment or tender under Subsection (a) discharges the |
---|
12077 | 12077 | | debtor, obligor, or payor of the obligation for all purposes to the |
---|
12078 | 12078 | | extent and purpose of the payment or tender. |
---|
12079 | 12079 | | (c) If the court clerk accepts payment or tender under this |
---|
12080 | 12080 | | section, the court clerk shall issue a receipt for the payment or |
---|
12081 | 12081 | | tender. (Tex. Prob. Code, Sec. 220(g).) |
---|
12082 | 12082 | | Sec. 361.152. FURTHER ADMINISTRATION WITH OR WITHOUT NOTICE |
---|
12083 | 12083 | | OR WILL ANNEXED. (a) If an estate is unrepresented as a result of |
---|
12084 | 12084 | | the death, removal, or resignation of the estate's personal |
---|
12085 | 12085 | | representative, and on application by a qualified person interested |
---|
12086 | 12086 | | in the estate, the court shall grant further administration of the |
---|
12087 | 12087 | | estate if necessary, and with the will annexed if there is a will. |
---|
12088 | 12088 | | (b) An appointment under Subsection (a) shall be made on |
---|
12089 | 12089 | | notice and after a hearing, as in the case of an original |
---|
12090 | 12090 | | appointment, except that, if the court finds that the immediate |
---|
12091 | 12091 | | appointment of a successor representative is necessary, the court |
---|
12092 | 12092 | | may appoint the successor on application but without citation or |
---|
12093 | 12093 | | notice. (Tex. Prob. Code, Sec. 223.) |
---|
12094 | 12094 | | Sec. 361.153. RIGHTS, POWERS, AND DUTIES OF SUCCESSOR |
---|
12095 | 12095 | | REPRESENTATIVE. (a) If a personal representative of an estate not |
---|
12096 | 12096 | | administered succeeds another personal representative, the |
---|
12097 | 12097 | | successor representative has all rights, powers, and duties of the |
---|
12098 | 12098 | | predecessor, other than those rights and powers conferred on the |
---|
12099 | 12099 | | predecessor by will that are different from those conferred by this |
---|
12100 | 12100 | | title on personal representatives generally. Subject to that |
---|
12101 | 12101 | | exception, the successor representative shall administer the |
---|
12102 | 12102 | | estate as if the successor's administration were a continuation of |
---|
12103 | 12103 | | the former administration. |
---|
12104 | 12104 | | (b) A successor representative shall account for all the |
---|
12105 | 12105 | | estate property that came into the predecessor's possession, and is |
---|
12106 | 12106 | | entitled to any order or remedy that the court has the power to give |
---|
12107 | 12107 | | to enforce the delivery of the estate property and the liability of |
---|
12108 | 12108 | | the predecessor's sureties for any portion of the estate property |
---|
12109 | 12109 | | that is not delivered. The successor is not required to account for |
---|
12110 | 12110 | | any portion of the estate property that the successor failed to |
---|
12111 | 12111 | | recover after due diligence. |
---|
12112 | 12112 | | (c) In addition to the powers granted under Subsections (a) |
---|
12113 | 12113 | | and (b), a successor representative may: |
---|
12114 | 12114 | | (1) make himself or herself, and may be made, a party |
---|
12115 | 12115 | | to a suit prosecuted by or against the successor's predecessors; |
---|
12116 | 12116 | | (2) settle with the predecessor, and receive and give |
---|
12117 | 12117 | | a receipt for any portion of the estate property that remains in the |
---|
12118 | 12118 | | predecessor's possession; or |
---|
12119 | 12119 | | (3) commence a suit on the bond or bonds of the |
---|
12120 | 12120 | | predecessor, in the successor's own name and capacity, for all the |
---|
12121 | 12121 | | estate property that: |
---|
12122 | 12122 | | (A) came into the predecessor's possession; and |
---|
12123 | 12123 | | (B) has not been accounted for by the |
---|
12124 | 12124 | | predecessor. (Tex. Prob. Code, Secs. 224, 225.) |
---|
12125 | 12125 | | Sec. 361.154. SUCCESSOR EXECUTOR ALSO SUCCEEDS TO PRIOR |
---|
12126 | 12126 | | RIGHTS AND DUTIES. An executor who accepts appointment and |
---|
12127 | 12127 | | qualifies after letters of administration have been granted on the |
---|
12128 | 12128 | | estate shall, in the manner prescribed by Section 361.153, succeed |
---|
12129 | 12129 | | to the previous administrator, and shall administer the estate as |
---|
12130 | 12130 | | if the executor's administration were a continuation of the former |
---|
12131 | 12131 | | administration, subject to any legal directions of the testator |
---|
12132 | 12132 | | with respect to the estate that are contained in the will. (Tex. |
---|
12133 | 12133 | | Prob. Code, Sec. 226.) |
---|
12134 | 12134 | | Sec. 361.155. SUCCESSOR REPRESENTATIVE TO RETURN |
---|
12135 | 12135 | | INVENTORY, APPRAISEMENT, AND LIST OF CLAIMS. (a) An appointee who |
---|
12136 | 12136 | | has qualified to succeed a former personal representative shall |
---|
12137 | 12137 | | make and return to the court an inventory, appraisement, and list of |
---|
12138 | 12138 | | claims of the estate before the 91st day after the date the personal |
---|
12139 | 12139 | | representative qualifies, in the manner required of an original |
---|
12140 | 12140 | | appointee, and shall also return additional inventories, |
---|
12141 | 12141 | | appraisements, and lists of claims in the manner required of an |
---|
12142 | 12142 | | original appointee. |
---|
12143 | 12143 | | (b) On the application of any person interested in the |
---|
12144 | 12144 | | estate, the court shall, in an order appointing a successor |
---|
12145 | 12145 | | representative of an estate, appoint appraisers as in an original |
---|
12146 | 12146 | | appointment. (Tex. Prob. Code, Sec. 227.) |
---|
12147 | 12147 | | CHAPTER 362. CLOSING ADMINISTRATION OF ESTATE |
---|
12148 | 12148 | | SUBCHAPTER A. SETTLING AND CLOSING ESTATE |
---|
12149 | 12149 | | Sec. 362.001. SETTLING AND CLOSING ADMINISTRATION OF |
---|
12150 | 12150 | | ESTATE |
---|
12151 | 12151 | | Sec. 362.002. COMPELLING SETTLEMENT OF ESTATE |
---|
12152 | 12152 | | Sec. 362.003. VERIFIED ACCOUNT REQUIRED |
---|
12153 | 12153 | | Sec. 362.004. CONTENTS OF ACCOUNT |
---|
12154 | 12154 | | Sec. 362.005. CITATION AND NOTICE ON PRESENTATION OF |
---|
12155 | 12155 | | ACCOUNT |
---|
12156 | 12156 | | Sec. 362.006. EXAMINATION OF AND HEARING ON ACCOUNT |
---|
12157 | 12157 | | Sec. 362.007. DELIVERY OF CERTAIN PROPERTY TO GUARDIAN |
---|
12158 | 12158 | | Sec. 362.008. CERTAIN DEBTS EXCLUDED FROM SETTLEMENT |
---|
12159 | 12159 | | COMPUTATION |
---|
12160 | 12160 | | Sec. 362.009. MONEY DUE TO ESTATE PENDING FINAL |
---|
12161 | 12161 | | DISCHARGE |
---|
12162 | 12162 | | Sec. 362.010. PAYMENT OF INHERITANCE TAXES REQUIRED |
---|
12163 | 12163 | | Sec. 362.011. PARTITION AND DISTRIBUTION OF ESTATE |
---|
12164 | 12164 | | Sec. 362.012. DISCHARGE OF PERSONAL REPRESENTATIVE |
---|
12165 | 12165 | | WHEN NO ESTATE PROPERTY REMAINS |
---|
12166 | 12166 | | Sec. 362.013. DISCHARGE OF PERSONAL REPRESENTATIVE |
---|
12167 | 12167 | | WHEN ESTATE FULLY ADMINISTERED |
---|
12168 | 12168 | | [Sections 362.014-362.050 reserved for expansion] |
---|
12169 | 12169 | | SUBCHAPTER B. FAILURE OF PERSONAL REPRESENTATIVE TO ACT |
---|
12170 | 12170 | | Sec. 362.051. FAILURE TO PRESENT ACCOUNT |
---|
12171 | 12171 | | Sec. 362.052. LIABILITY FOR FAILURE TO DELIVER ESTATE |
---|
12172 | 12172 | | PROPERTY |
---|
12173 | 12173 | | CHAPTER 362. CLOSING ADMINISTRATION OF ESTATE |
---|
12174 | 12174 | | SUBCHAPTER A. SETTLING AND CLOSING ESTATE |
---|
12175 | 12175 | | Sec. 362.001. SETTLING AND CLOSING ADMINISTRATION OF |
---|
12176 | 12176 | | ESTATE. The administration of an estate shall be settled and closed |
---|
12177 | 12177 | | when: |
---|
12178 | 12178 | | (1) all the debts known to exist against the estate |
---|
12179 | 12179 | | have been paid, or have been paid to the extent permitted by the |
---|
12180 | 12180 | | assets in the personal representative's possession; and |
---|
12181 | 12181 | | (2) no further need for administration exists. (Tex. |
---|
12182 | 12182 | | Prob. Code, Sec. 404.) |
---|
12183 | 12183 | | Sec. 362.002. COMPELLING SETTLEMENT OF ESTATE. A person |
---|
12184 | 12184 | | interested in the administration of an estate for which letters |
---|
12185 | 12185 | | testamentary or of administration have been granted may proceed, |
---|
12186 | 12186 | | after any period of time, to compel settlement of the estate if it |
---|
12187 | 12187 | | does not appear from the record that the administration of the |
---|
12188 | 12188 | | estate has been closed. (Tex. Prob. Code, Sec. 92.) |
---|
12189 | 12189 | | Sec. 362.003. VERIFIED ACCOUNT REQUIRED. The personal |
---|
12190 | 12190 | | representative of an estate shall present to the court the |
---|
12191 | 12191 | | representative's verified account for final settlement when the |
---|
12192 | 12192 | | administration of the estate is to be settled and closed. (Tex. |
---|
12193 | 12193 | | Prob. Code, Sec. 405 (part).) |
---|
12194 | 12194 | | Sec. 362.004. CONTENTS OF ACCOUNT. (a) Except as provided |
---|
12195 | 12195 | | by Subsection (b), it is sufficient for an account for final |
---|
12196 | 12196 | | settlement to: |
---|
12197 | 12197 | | (1) refer to the inventory without describing each |
---|
12198 | 12198 | | item of property in detail; and |
---|
12199 | 12199 | | (2) refer to and adopt any proceeding had in the |
---|
12200 | 12200 | | administration concerning a sale, renting, leasing for mineral |
---|
12201 | 12201 | | development, or any other transaction on behalf of the estate, |
---|
12202 | 12202 | | including an exhibit, account, or voucher previously filed and |
---|
12203 | 12203 | | approved, without restating the particular items thereof. |
---|
12204 | 12204 | | (b) An account for final settlement must be accompanied by |
---|
12205 | 12205 | | proper vouchers supporting each item included in the account for |
---|
12206 | 12206 | | which the personal representative has not already accounted and, |
---|
12207 | 12207 | | either by reference to any proceeding described by Subsection (a) |
---|
12208 | 12208 | | or by a statement of the facts, must show: |
---|
12209 | 12209 | | (1) the estate property that has come into the |
---|
12210 | 12210 | | representative's possession and the disposition of that property; |
---|
12211 | 12211 | | (2) the debts that have been paid; |
---|
12212 | 12212 | | (3) any debts and expenses still owing by the estate; |
---|
12213 | 12213 | | (4) any estate property still in the representative's |
---|
12214 | 12214 | | possession; |
---|
12215 | 12215 | | (5) the persons entitled to receive that estate and, |
---|
12216 | 12216 | | for each of those persons: |
---|
12217 | 12217 | | (A) the person's relationship to the decedent; |
---|
12218 | 12218 | | (B) the person's residence, if known; and |
---|
12219 | 12219 | | (C) whether the person is an adult or a minor and, |
---|
12220 | 12220 | | if the person is a minor, the name of each of the minor's guardians, |
---|
12221 | 12221 | | if any; |
---|
12222 | 12222 | | (6) any advancement or payment made by the |
---|
12223 | 12223 | | representative from that estate to any person entitled to receive |
---|
12224 | 12224 | | part of that estate; |
---|
12225 | 12225 | | (7) the tax returns due that have been filed and the |
---|
12226 | 12226 | | taxes due and owing that have been paid, including: |
---|
12227 | 12227 | | (A) a complete account of the amount of taxes; |
---|
12228 | 12228 | | (B) the date the taxes were paid; and |
---|
12229 | 12229 | | (C) the governmental entity to which the taxes |
---|
12230 | 12230 | | were paid; |
---|
12231 | 12231 | | (8) if on the filing of the account a tax return due to |
---|
12232 | 12232 | | be filed or any taxes due to be paid are delinquent, the reasons |
---|
12233 | 12233 | | for, and include a description of, the delinquency; and |
---|
12234 | 12234 | | (9) that the representative has paid all required bond |
---|
12235 | 12235 | | premiums. (Tex. Prob. Code, Sec. 405 (part).) |
---|
12236 | 12236 | | Sec. 362.005. CITATION AND NOTICE ON PRESENTATION OF |
---|
12237 | 12237 | | ACCOUNT. (a) On the presentation of an account for final |
---|
12238 | 12238 | | settlement by a temporary or permanent personal representative, the |
---|
12239 | 12239 | | county clerk shall issue citation to the persons and in the manner |
---|
12240 | 12240 | | provided by Subsections (c) and (d). |
---|
12241 | 12241 | | (b) Citation issued under Subsection (a) must contain: |
---|
12242 | 12242 | | (1) a statement that an account for final settlement |
---|
12243 | 12243 | | has been presented; |
---|
12244 | 12244 | | (2) the time and place the court will consider the |
---|
12245 | 12245 | | account; and |
---|
12246 | 12246 | | (3) a statement requiring the person cited to appear |
---|
12247 | 12247 | | and contest the account, if the person wishes to contest the |
---|
12248 | 12248 | | account. |
---|
12249 | 12249 | | (c) The personal representative shall give notice to each |
---|
12250 | 12250 | | heir or beneficiary of the decedent by certified mail, return |
---|
12251 | 12251 | | receipt requested, unless the court by written order directs |
---|
12252 | 12252 | | another type of notice to be given. The notice must include a copy |
---|
12253 | 12253 | | of the account for final settlement. |
---|
12254 | 12254 | | (d) The court by written order shall require additional |
---|
12255 | 12255 | | notice if the court considers the additional notice necessary. |
---|
12256 | 12256 | | (e) The court may allow the waiver of notice of an account |
---|
12257 | 12257 | | for final settlement in a proceeding concerning a decedent's |
---|
12258 | 12258 | | estate. (Tex. Prob. Code, Sec. 407.) |
---|
12259 | 12259 | | Sec. 362.006. EXAMINATION OF AND HEARING ON ACCOUNT. (a) |
---|
12260 | 12260 | | On the court's satisfaction that citation has been properly served |
---|
12261 | 12261 | | on all persons interested in the estate, the court shall examine the |
---|
12262 | 12262 | | account for final settlement and the accompanying vouchers. |
---|
12263 | 12263 | | (b) After hearing all exceptions or objections to the |
---|
12264 | 12264 | | account for final settlement and accompanying vouchers and the |
---|
12265 | 12265 | | evidence in support of or against the account, the court shall audit |
---|
12266 | 12266 | | and settle the account and, if necessary, restate the account. |
---|
12267 | 12267 | | (Tex. Prob. Code, Sec. 408(a).) |
---|
12268 | 12268 | | Sec. 362.007. DELIVERY OF CERTAIN PROPERTY TO GUARDIAN. |
---|
12269 | 12269 | | The court may permit a resident personal representative who has |
---|
12270 | 12270 | | possession of any of a ward's estate to deliver the estate to a |
---|
12271 | 12271 | | qualified and acting guardian of the ward. (Tex. Prob. Code, Sec. |
---|
12272 | 12272 | | 405A.) |
---|
12273 | 12273 | | Sec. 362.008. CERTAIN DEBTS EXCLUDED FROM SETTLEMENT |
---|
12274 | 12274 | | COMPUTATION. In the settlement of any of the accounts of the |
---|
12275 | 12275 | | personal representative, all debts due the estate that the court is |
---|
12276 | 12276 | | satisfied could not have been collected by due diligence and that |
---|
12277 | 12277 | | have not been collected shall be excluded from the computation. |
---|
12278 | 12278 | | (Tex. Prob. Code, Sec. 412.) |
---|
12279 | 12279 | | Sec. 362.009. MONEY DUE TO ESTATE PENDING FINAL DISCHARGE. |
---|
12280 | 12280 | | Money or another thing of value that becomes due to the estate while |
---|
12281 | 12281 | | an account for final settlement is pending may be paid, delivered, |
---|
12282 | 12282 | | or tendered to the personal representative until the order of final |
---|
12283 | 12283 | | discharge of the representative is entered in the minutes of the |
---|
12284 | 12284 | | court. The representative shall issue a receipt for the money or |
---|
12285 | 12285 | | other thing of value to the obligor or payor. On issuance of the |
---|
12286 | 12286 | | receipt, the obligor or payor is discharged of the obligation for |
---|
12287 | 12287 | | all purposes. (Tex. Prob. Code, Sec. 409.) |
---|
12288 | 12288 | | Sec. 362.010. PAYMENT OF INHERITANCE TAXES REQUIRED. A |
---|
12289 | 12289 | | personal representative's account for final settlement of an estate |
---|
12290 | 12290 | | may not be approved, and the estate may not be closed, unless the |
---|
12291 | 12291 | | account shows and the court finds that all inheritance taxes due and |
---|
12292 | 12292 | | owing to this state with respect to all interests and properties |
---|
12293 | 12293 | | passing through the representative's possession have been paid. |
---|
12294 | 12294 | | (Tex. Prob. Code, Sec. 410.) |
---|
12295 | 12295 | | Sec. 362.011. PARTITION AND DISTRIBUTION OF ESTATE. If, on |
---|
12296 | 12296 | | final settlement of an estate, any of the estate remains in the |
---|
12297 | 12297 | | personal representative's possession, the court shall order that a |
---|
12298 | 12298 | | partition and distribution be made among the persons entitled to |
---|
12299 | 12299 | | receive that part of the estate. (Tex. Prob. Code, Sec. 408(b).) |
---|
12300 | 12300 | | Sec. 362.012. DISCHARGE OF PERSONAL REPRESENTATIVE WHEN NO |
---|
12301 | 12301 | | ESTATE PROPERTY REMAINS. The court shall enter an order discharging |
---|
12302 | 12302 | | a personal representative from the representative's trust and |
---|
12303 | 12303 | | closing the estate if, on final settlement of the estate, none of |
---|
12304 | 12304 | | the estate remains in the representative's possession. (Tex. Prob. |
---|
12305 | 12305 | | Code, Sec. 408(c).) |
---|
12306 | 12306 | | Sec. 362.013. DISCHARGE OF PERSONAL REPRESENTATIVE WHEN |
---|
12307 | 12307 | | ESTATE FULLY ADMINISTERED. The court shall enter an order |
---|
12308 | 12308 | | discharging a personal representative from the representative's |
---|
12309 | 12309 | | trust and declaring the estate closed when: |
---|
12310 | 12310 | | (1) the representative has fully administered the |
---|
12311 | 12311 | | estate in accordance with this title and the court's orders; |
---|
12312 | 12312 | | (2) the representative's account for final settlement |
---|
12313 | 12313 | | has been approved; and |
---|
12314 | 12314 | | (3) the representative has delivered all of the estate |
---|
12315 | 12315 | | remaining in the representative's possession to the person or |
---|
12316 | 12316 | | persons entitled to receive that part of the estate. (Tex. Prob. |
---|
12317 | 12317 | | Code, Sec. 408(d).) |
---|
12318 | 12318 | | [Sections 362.014-362.050 reserved for expansion] |
---|
12319 | 12319 | | SUBCHAPTER B. FAILURE OF PERSONAL REPRESENTATIVE TO ACT |
---|
12320 | 12320 | | Sec. 362.051. FAILURE TO PRESENT ACCOUNT. (a) The court, on |
---|
12321 | 12321 | | the court's own motion or on the written complaint of anyone |
---|
12322 | 12322 | | interested in a decedent's estate that has been administered, shall |
---|
12323 | 12323 | | have the personal representative who is charged with the duty of |
---|
12324 | 12324 | | presenting an account for final settlement cited to appear and |
---|
12325 | 12325 | | present the account within the time specified in the citation if the |
---|
12326 | 12326 | | representative failed or neglected to present the account at the |
---|
12327 | 12327 | | proper time. |
---|
12328 | 12328 | | (b) On or after the fourth anniversary of the date the court |
---|
12329 | 12329 | | clerk last issues letters testamentary or of administration for a |
---|
12330 | 12330 | | decedent's estate, the court may close the estate without an |
---|
12331 | 12331 | | account for final settlement and without appointing a successor |
---|
12332 | 12332 | | personal representative if: |
---|
12333 | 12333 | | (1) the whereabouts of the personal representative and |
---|
12334 | 12334 | | heirs of the decedent are unknown; and |
---|
12335 | 12335 | | (2) a complaint has not been filed by anyone |
---|
12336 | 12336 | | interested in the decedent's estate. (Tex. Prob. Code, Sec. 406.) |
---|
12337 | 12337 | | Sec. 362.052. LIABILITY FOR FAILURE TO DELIVER ESTATE |
---|
12338 | 12338 | | PROPERTY. (a) On the final settlement of an estate, if the |
---|
12339 | 12339 | | personal representative neglects on demand to deliver a portion of |
---|
12340 | 12340 | | the estate or any money in the representative's possession ordered |
---|
12341 | 12341 | | to be delivered to a person entitled to that property, the person |
---|
12342 | 12342 | | may file with the court clerk a written complaint alleging: |
---|
12343 | 12343 | | (1) the fact of the neglect; |
---|
12344 | 12344 | | (2) the date of the person's demand; and |
---|
12345 | 12345 | | (3) other relevant facts. |
---|
12346 | 12346 | | (b) On the filing of a complaint under Subsection (a), the |
---|
12347 | 12347 | | court clerk shall issue a citation to be served personally on the |
---|
12348 | 12348 | | personal representative. The citation must: |
---|
12349 | 12349 | | (1) apprise the representative of the complaint; and |
---|
12350 | 12350 | | (2) cite the representative to appear before the court |
---|
12351 | 12351 | | and answer, if the representative desires, at a time designated in |
---|
12352 | 12352 | | the citation. |
---|
12353 | 12353 | | (c) If at the hearing the court finds that the citation was |
---|
12354 | 12354 | | properly served and returned, and that the personal representative |
---|
12355 | 12355 | | is guilty of the neglect charged, the court shall enter an order to |
---|
12356 | 12356 | | that effect. |
---|
12357 | 12357 | | (d) A personal representative found guilty under Subsection |
---|
12358 | 12358 | | (c) is liable to the person who filed the complaint under Subsection |
---|
12359 | 12359 | | (a) for damages at the rate of 10 percent of the amount of the money |
---|
12360 | 12360 | | or the appraised value of the portion of the estate neglectfully |
---|
12361 | 12361 | | withheld, per month, for each month or fraction of a month that the |
---|
12362 | 12362 | | money or portion of the estate is or has been neglectfully withheld |
---|
12363 | 12363 | | after the date of demand. Damages under this subsection may be |
---|
12364 | 12364 | | recovered in any court of competent jurisdiction. (Tex. Prob. |
---|
12365 | 12365 | | Code, Sec. 414.) |
---|
12366 | 12366 | | [Chapters 363-400 reserved for expansion] |
---|
12367 | 12367 | | SUBTITLE I. INDEPENDENT ADMINISTRATION |
---|
12368 | 12368 | | [Chapters 401-450 reserved for expansion] |
---|
12369 | 12369 | | SUBTITLE J. ADDITIONAL MATTERS RELATING TO THE ADMINISTRATION OF |
---|
12370 | 12370 | | CERTAIN ESTATES |
---|
12371 | 12371 | | CHAPTER 451. ORDER OF NO ADMINISTRATION |
---|
12372 | 12372 | | Sec. 451.001. APPLICATION FOR FAMILY ALLOWANCE AND |
---|
12373 | 12373 | | ORDER OF NO ADMINISTRATION |
---|
12374 | 12374 | | Sec. 451.002. HEARING AND ORDER |
---|
12375 | 12375 | | Sec. 451.003. EFFECT OF ORDER |
---|
12376 | 12376 | | Sec. 451.004. PROCEEDING TO REVOKE ORDER |
---|
12377 | 12377 | | CHAPTER 451. ORDER OF NO ADMINISTRATION |
---|
12378 | 12378 | | Sec. 451.001. APPLICATION FOR FAMILY ALLOWANCE AND ORDER OF |
---|
12379 | 12379 | | NO ADMINISTRATION. (a) If the value of the entire assets of an |
---|
12380 | 12380 | | estate, excluding homestead and exempt property, does not exceed |
---|
12381 | 12381 | | the amount to which the surviving spouse and minor children of the |
---|
12382 | 12382 | | decedent are entitled as a family allowance, an application may be |
---|
12383 | 12383 | | filed by or on behalf of the surviving spouse or minor children |
---|
12384 | 12384 | | requesting a court to make a family allowance and to enter an order |
---|
12385 | 12385 | | that no administration of the decedent's estate is necessary. |
---|
12386 | 12386 | | (b) The application may be filed: |
---|
12387 | 12387 | | (1) in any court in which venue is proper for |
---|
12388 | 12388 | | administration; or |
---|
12389 | 12389 | | (2) if an application for the appointment of a |
---|
12390 | 12390 | | personal representative has been filed but not yet granted, in the |
---|
12391 | 12391 | | court in which the application is filed. |
---|
12392 | 12392 | | (c) The application must: |
---|
12393 | 12393 | | (1) state the names of the heirs or devisees; |
---|
12394 | 12394 | | (2) list, to the extent known, estate creditors |
---|
12395 | 12395 | | together with the amounts of the claims; and |
---|
12396 | 12396 | | (3) describe all property belonging to the estate, |
---|
12397 | 12397 | | together with: |
---|
12398 | 12398 | | (A) the estimated value of the property according |
---|
12399 | 12399 | | to the best knowledge and information of the applicant; and |
---|
12400 | 12400 | | (B) the liens and encumbrances on the property. |
---|
12401 | 12401 | | (d) The application must also include a prayer that the |
---|
12402 | 12402 | | court make a family allowance and that, if the family allowance |
---|
12403 | 12403 | | exhausts the entire assets of the estate, excluding homestead and |
---|
12404 | 12404 | | exempt property, the entire assets of the estate be set aside to the |
---|
12405 | 12405 | | surviving spouse and minor children, as with other family |
---|
12406 | 12406 | | allowances provided for by Subchapter C, Chapter 353. (Tex. Prob. |
---|
12407 | 12407 | | Code, Sec. 139.) |
---|
12408 | 12408 | | Sec. 451.002. HEARING AND ORDER. (a) On the filing of an |
---|
12409 | 12409 | | application under Section 451.001, the court may hear the |
---|
12410 | 12410 | | application: |
---|
12411 | 12411 | | (1) promptly without notice; or |
---|
12412 | 12412 | | (2) at a time and with notice as required by the court. |
---|
12413 | 12413 | | (b) On the hearing of the application, if the court finds |
---|
12414 | 12414 | | that the facts contained in the application are true and that the |
---|
12415 | 12415 | | expenses of last illness, funeral charges, and expenses of the |
---|
12416 | 12416 | | proceeding have been paid or secured, the court shall: |
---|
12417 | 12417 | | (1) make a family allowance; and |
---|
12418 | 12418 | | (2) if the entire assets of the estate, excluding |
---|
12419 | 12419 | | homestead and exempt property, are exhausted by the family |
---|
12420 | 12420 | | allowance made under Subdivision (1): |
---|
12421 | 12421 | | (A) assign to the surviving spouse and minor |
---|
12422 | 12422 | | children the entire estate in the same manner and with the same |
---|
12423 | 12423 | | effect as provided in Subchapter C, Chapter 353, for the making of a |
---|
12424 | 12424 | | family allowance to the surviving spouse and minor children; and |
---|
12425 | 12425 | | (B) order that there shall be no administration |
---|
12426 | 12426 | | of the estate. (Tex. Prob. Code, Sec. 140.) |
---|
12427 | 12427 | | Sec. 451.003. EFFECT OF ORDER. (a) An order of no |
---|
12428 | 12428 | | administration issued under Section 451.002(b) constitutes |
---|
12429 | 12429 | | sufficient legal authority to each person who owes money, has |
---|
12430 | 12430 | | custody of property, or acts as registrar or transfer agent of any |
---|
12431 | 12431 | | evidence of interest, indebtedness, property, or right, belonging |
---|
12432 | 12432 | | to the estate, and to each person purchasing from or otherwise |
---|
12433 | 12433 | | dealing with the estate, for payment or transfer without |
---|
12434 | 12434 | | administration to the persons described in the order as entitled to |
---|
12435 | 12435 | | receive the estate. |
---|
12436 | 12436 | | (b) The persons described in the order are entitled to |
---|
12437 | 12437 | | enforce by suit their right to payment or transfer described by this |
---|
12438 | 12438 | | section. (Tex. Prob. Code, Sec. 141.) |
---|
12439 | 12439 | | Sec. 451.004. PROCEEDING TO REVOKE ORDER. (a) At any time, |
---|
12440 | 12440 | | but not later than the first anniversary of the date of entry of an |
---|
12441 | 12441 | | order of no administration under Section 451.002(b), any interested |
---|
12442 | 12442 | | person may file an application to revoke the order. |
---|
12443 | 12443 | | (b) An application to revoke the order must allege that: |
---|
12444 | 12444 | | (1) other estate property has been discovered, |
---|
12445 | 12445 | | property belonging to the estate was not included in the |
---|
12446 | 12446 | | application for no administration, or the property described in the |
---|
12447 | 12447 | | application for no administration was incorrectly valued; and |
---|
12448 | 12448 | | (2) if that property were added, included, or |
---|
12449 | 12449 | | correctly valued, as applicable, the total value of the property |
---|
12450 | 12450 | | would exceed the amount necessary to justify the court in ordering |
---|
12451 | 12451 | | no administration. |
---|
12452 | 12452 | | (c) The court shall revoke the order on proof of any of the |
---|
12453 | 12453 | | grounds described by Subsection (b). |
---|
12454 | 12454 | | (d) If the value of any property is contested, the court may |
---|
12455 | 12455 | | appoint two appraisers to appraise the property in accordance with |
---|
12456 | 12456 | | the procedure prescribed for inventories and appraisements under |
---|
12457 | 12457 | | Chapter 309. The appraisement of the appointed appraisers shall be |
---|
12458 | 12458 | | received in evidence but is not conclusive. (Tex. Prob. Code, Sec. |
---|
12459 | 12459 | | 142.) |
---|
12460 | 12460 | | CHAPTER 452. TEMPORARY ADMINISTRATION OF ESTATES |
---|
12461 | 12461 | | SUBCHAPTER A. APPOINTMENT OF TEMPORARY ADMINISTRATOR GENERALLY |
---|
12462 | 12462 | | Sec. 452.001. DUTY TO APPOINT TEMPORARY ADMINISTRATOR |
---|
12463 | 12463 | | Sec. 452.002. APPLICATION FOR APPOINTMENT |
---|
12464 | 12464 | | Sec. 452.003. ORDER OF APPOINTMENT; REQUIREMENTS |
---|
12465 | 12465 | | Sec. 452.004. TEMPORARY ADMINISTRATOR'S BOND |
---|
12466 | 12466 | | Sec. 452.005. ISSUANCE OF LETTERS OF TEMPORARY |
---|
12467 | 12467 | | ADMINISTRATION |
---|
12468 | 12468 | | Sec. 452.006. NOTICE OF APPOINTMENT |
---|
12469 | 12469 | | Sec. 452.007. HEARING TO CONTEST APPOINTMENT |
---|
12470 | 12470 | | Sec. 452.008. PERMANENT APPOINTMENT |
---|
12471 | 12471 | | [Sections 452.009-452.050 reserved for expansion] |
---|
12472 | 12472 | | SUBCHAPTER B. TEMPORARY ADMINISTRATION PENDING CONTEST OF A WILL OR ADMINISTRATION |
---|
12473 | 12473 | | OR ADMINISTRATION |
---|
12474 | 12474 | | Sec. 452.051. APPOINTMENT OF TEMPORARY ADMINISTRATOR |
---|
12475 | 12475 | | Sec. 452.052. ADDITIONAL POWERS REGARDING CLAIMS |
---|
12476 | 12476 | | [Sections 452.053-452.100 reserved for expansion] |
---|
12477 | 12477 | | SUBCHAPTER C. POWERS AND DUTIES OF TEMPORARY ADMINISTRATOR |
---|
12478 | 12478 | | Sec. 452.101. LIMITED POWERS OF TEMPORARY |
---|
12479 | 12479 | | ADMINISTRATOR |
---|
12480 | 12480 | | Sec. 452.102. ADDITIONAL BOND FOR EXTENSION OF RIGHTS |
---|
12481 | 12481 | | AND POWERS |
---|
12482 | 12482 | | [Sections 452.103-452.150 reserved for expansion] |
---|
12483 | 12483 | | SUBCHAPTER D. EXPIRATION AND CLOSING OF TEMPORARY ADMINISTRATION |
---|
12484 | 12484 | | Sec. 452.151. ACCOUNTING |
---|
12485 | 12485 | | Sec. 452.152. CLOSING TEMPORARY ADMINISTRATION |
---|
12486 | 12486 | | CHAPTER 452. TEMPORARY ADMINISTRATION OF ESTATES |
---|
12487 | 12487 | | SUBCHAPTER A. APPOINTMENT OF TEMPORARY ADMINISTRATOR GENERALLY |
---|
12488 | 12488 | | Sec. 452.001. DUTY TO APPOINT TEMPORARY ADMINISTRATOR. A |
---|
12489 | 12489 | | judge who determines that the interest of a decedent's estate |
---|
12490 | 12490 | | requires the immediate appointment of a personal representative |
---|
12491 | 12491 | | shall, by written order, appoint a temporary administrator with |
---|
12492 | 12492 | | powers limited as the circumstances of the case require. (Tex. |
---|
12493 | 12493 | | Prob. Code, Sec. 131A(a) (part).) |
---|
12494 | 12494 | | Sec. 452.002. APPLICATION FOR APPOINTMENT. (a) A person |
---|
12495 | 12495 | | may file with the court clerk a written application for the |
---|
12496 | 12496 | | appointment of a temporary administrator of a decedent's estate |
---|
12497 | 12497 | | under this subchapter. |
---|
12498 | 12498 | | (b) The application must: |
---|
12499 | 12499 | | (1) be verified; |
---|
12500 | 12500 | | (2) include the information required by: |
---|
12501 | 12501 | | (A) Sections 256.052, 256.053, and 256.054, if |
---|
12502 | 12502 | | the decedent died testate; or |
---|
12503 | 12503 | | (B) Section 301.052, if the decedent died |
---|
12504 | 12504 | | intestate; and |
---|
12505 | 12505 | | (3) include an affidavit that: |
---|
12506 | 12506 | | (A) states the name, address, and interest of the |
---|
12507 | 12507 | | applicant; |
---|
12508 | 12508 | | (B) states the facts showing an immediate |
---|
12509 | 12509 | | necessity for the appointment of a temporary administrator; |
---|
12510 | 12510 | | (C) lists the requested powers and duties of the |
---|
12511 | 12511 | | temporary administrator; |
---|
12512 | 12512 | | (D) states that the applicant is entitled to |
---|
12513 | 12513 | | letters of temporary administration and is not disqualified by law |
---|
12514 | 12514 | | from serving as a temporary administrator; and |
---|
12515 | 12515 | | (E) describes the property that the applicant |
---|
12516 | 12516 | | believes to be in the decedent's estate. (Tex. Prob. Code, Sec. |
---|
12517 | 12517 | | 131A(b).) |
---|
12518 | 12518 | | Sec. 452.003. ORDER OF APPOINTMENT; REQUIREMENTS. The |
---|
12519 | 12519 | | order appointing a temporary administrator must: |
---|
12520 | 12520 | | (1) designate the appointee as "temporary |
---|
12521 | 12521 | | administrator" of the decedent's estate; |
---|
12522 | 12522 | | (2) specify the period of the appointment, which may |
---|
12523 | 12523 | | not exceed 180 days unless the appointment is made permanent under |
---|
12524 | 12524 | | Section 452.008; |
---|
12525 | 12525 | | (3) define the powers given to the appointee; and |
---|
12526 | 12526 | | (4) set the amount of bond to be given by the |
---|
12527 | 12527 | | appointee. (Tex. Prob. Code, Secs. 131A(a) (part), (c).) |
---|
12528 | 12528 | | Sec. 452.004. TEMPORARY ADMINISTRATOR'S BOND. (a) In this |
---|
12529 | 12529 | | section, "business day" means a day other than a Saturday, Sunday, |
---|
12530 | 12530 | | or holiday recognized by this state. |
---|
12531 | 12531 | | (b) Not later than the third business day after the date of |
---|
12532 | 12532 | | the order appointing a temporary administrator, the appointee shall |
---|
12533 | 12533 | | file with the county clerk a bond in the amount ordered by the |
---|
12534 | 12534 | | court. (Tex. Prob. Code, Sec. 131A(d).) |
---|
12535 | 12535 | | Sec. 452.005. ISSUANCE OF LETTERS OF TEMPORARY |
---|
12536 | 12536 | | ADMINISTRATION. Not later than the third day after the date an |
---|
12537 | 12537 | | appointee qualifies as temporary administrator, the county clerk |
---|
12538 | 12538 | | shall issue to the appointee letters of temporary administration |
---|
12539 | 12539 | | that list the powers to be exercised by the appointee as ordered by |
---|
12540 | 12540 | | the court. (Tex. Prob. Code, Sec. 131A(e).) |
---|
12541 | 12541 | | Sec. 452.006. NOTICE OF APPOINTMENT. (a) On the date the |
---|
12542 | 12542 | | county clerk issues letters of temporary administration: |
---|
12543 | 12543 | | (1) the county clerk shall post on the courthouse door |
---|
12544 | 12544 | | a notice of the appointment to all interested persons; and |
---|
12545 | 12545 | | (2) the appointee shall notify, by certified mail, |
---|
12546 | 12546 | | return receipt requested, the decedent's known heirs of the |
---|
12547 | 12547 | | appointment. |
---|
12548 | 12548 | | (b) A notice required under Subsection (a) must state that: |
---|
12549 | 12549 | | (1) an heir or other interested person may request a |
---|
12550 | 12550 | | hearing to contest the appointment not later than the 15th day after |
---|
12551 | 12551 | | the date the letters of temporary administration are issued; |
---|
12552 | 12552 | | (2) if no contest is made during the period specified |
---|
12553 | 12553 | | by the notice, the appointment continues for the period specified |
---|
12554 | 12554 | | in the order appointing a temporary administrator; and |
---|
12555 | 12555 | | (3) the court may make the appointment permanent. |
---|
12556 | 12556 | | (Tex. Prob. Code, Secs. 131A(f), (g), (h).) |
---|
12557 | 12557 | | Sec. 452.007. HEARING TO CONTEST APPOINTMENT. (a) A |
---|
12558 | 12558 | | hearing shall be held and a determination made not later than the |
---|
12559 | 12559 | | 10th day after the date an heir or other interested person requests |
---|
12560 | 12560 | | a hearing to contest the appointment of a temporary administrator. |
---|
12561 | 12561 | | If a request is not made on or before the 15th day after the date the |
---|
12562 | 12562 | | letters of temporary administration are issued, the appointment of |
---|
12563 | 12563 | | a temporary administrator continues for the period specified in the |
---|
12564 | 12564 | | order, unless the appointment is made permanent under Section |
---|
12565 | 12565 | | 452.008. |
---|
12566 | 12566 | | (b) While a contest of the appointment of a temporary |
---|
12567 | 12567 | | administrator is pending, the temporary appointee shall continue to |
---|
12568 | 12568 | | act as administrator of the estate to the extent of the powers given |
---|
12569 | 12569 | | by the appointment. |
---|
12570 | 12570 | | (c) A court that sets aside a temporary administrator's |
---|
12571 | 12571 | | appointment may require the temporary administrator to prepare and |
---|
12572 | 12572 | | file, under oath, a complete exhibit of the condition of the estate |
---|
12573 | 12573 | | and detail any disposition of the estate property made by the |
---|
12574 | 12574 | | temporary administrator. (Tex. Prob. Code, Sec. 131A(i).) |
---|
12575 | 12575 | | Sec. 452.008. PERMANENT APPOINTMENT. At the end of a |
---|
12576 | 12576 | | temporary administrator's period of appointment, the court by |
---|
12577 | 12577 | | written order may make the appointment permanent if the permanent |
---|
12578 | 12578 | | appointment is in the interest of the estate. (Tex. Prob. Code, |
---|
12579 | 12579 | | Sec. 131A(j).) |
---|
12580 | 12580 | | [Sections 452.009-452.050 reserved for expansion] |
---|
12581 | 12581 | | SUBCHAPTER B. TEMPORARY ADMINISTRATION PENDING CONTEST OF A WILL |
---|
12582 | 12582 | | OR ADMINISTRATION |
---|
12583 | 12583 | | Sec. 452.051. APPOINTMENT OF TEMPORARY ADMINISTRATOR. (a) |
---|
12584 | 12584 | | If a contest related to probating a will or granting letters of |
---|
12585 | 12585 | | administration is pending, the court may appoint a temporary |
---|
12586 | 12586 | | administrator, with powers limited as the circumstances of the case |
---|
12587 | 12587 | | require. |
---|
12588 | 12588 | | (b) The appointment may continue until the contest is |
---|
12589 | 12589 | | terminated and an executor or administrator with full powers is |
---|
12590 | 12590 | | appointed. |
---|
12591 | 12591 | | (c) The power of appointment under this section is in |
---|
12592 | 12592 | | addition to the court's power of appointment under Subchapter A. |
---|
12593 | 12593 | | (Tex. Prob. Code, Sec. 132(a).) |
---|
12594 | 12594 | | Sec. 452.052. ADDITIONAL POWERS REGARDING CLAIMS. (a) A |
---|
12595 | 12595 | | court that grants temporary administration pending a will contest |
---|
12596 | 12596 | | or a contest on an application for letters of administration may, at |
---|
12597 | 12597 | | any time while the contest is pending, give the temporary |
---|
12598 | 12598 | | administrator all the powers of a permanent administrator regarding |
---|
12599 | 12599 | | claims against the estate. |
---|
12600 | 12600 | | (b) If the court gives the temporary administrator powers |
---|
12601 | 12601 | | described by Subsection (a), the court and the temporary |
---|
12602 | 12602 | | administrator shall act in the same manner as in permanent |
---|
12603 | 12603 | | administration in matters such as: |
---|
12604 | 12604 | | (1) approving or disapproving claims; |
---|
12605 | 12605 | | (2) paying claims; and |
---|
12606 | 12606 | | (3) selling property to pay claims. |
---|
12607 | 12607 | | (c) The court shall require a temporary administrator given |
---|
12608 | 12608 | | powers described by Subsection (a) to give bond in the full amount |
---|
12609 | 12609 | | required of a permanent administrator. |
---|
12610 | 12610 | | (d) This section is cumulative and does not affect the |
---|
12611 | 12611 | | court's right to order a temporary administrator to perform any |
---|
12612 | 12612 | | action described by this section in other cases if the action is |
---|
12613 | 12613 | | necessary or expedient to preserve the estate pending the contest's |
---|
12614 | 12614 | | final determination. (Tex. Prob. Code, Sec. 132(b).) |
---|
12615 | 12615 | | [Sections 452.053-452.100 reserved for expansion] |
---|
12616 | 12616 | | SUBCHAPTER C. POWERS AND DUTIES OF TEMPORARY ADMINISTRATOR |
---|
12617 | 12617 | | Sec. 452.101. LIMITED POWERS OF TEMPORARY ADMINISTRATOR. |
---|
12618 | 12618 | | (a) A temporary administrator may exercise only the rights and |
---|
12619 | 12619 | | powers: |
---|
12620 | 12620 | | (1) specifically expressed in the court's order |
---|
12621 | 12621 | | appointing the temporary administrator; or |
---|
12622 | 12622 | | (2) expressed in the court's subsequent orders. |
---|
12623 | 12623 | | (b) An act performed by a temporary administrator is void |
---|
12624 | 12624 | | unless expressly authorized by the court's orders. (Tex. Prob. |
---|
12625 | 12625 | | Code, Sec. 133 (part).) |
---|
12626 | 12626 | | Sec. 452.102. ADDITIONAL BOND FOR EXTENSION OF RIGHTS AND |
---|
12627 | 12627 | | POWERS. A court that extends the rights and powers of a temporary |
---|
12628 | 12628 | | administrator in an order subsequent to the order appointing the |
---|
12629 | 12629 | | temporary administrator may require additional bond commensurate |
---|
12630 | 12630 | | with the extension. (Tex. Prob. Code, Sec. 133 (part).) |
---|
12631 | 12631 | | [Sections 452.103-452.150 reserved for expansion] |
---|
12632 | 12632 | | SUBCHAPTER D. EXPIRATION AND CLOSING OF TEMPORARY ADMINISTRATION |
---|
12633 | 12633 | | Sec. 452.151. ACCOUNTING. At the expiration of a temporary |
---|
12634 | 12634 | | appointment, the temporary administrator shall file with the court |
---|
12635 | 12635 | | clerk: |
---|
12636 | 12636 | | (1) a sworn list of all estate property that has come |
---|
12637 | 12637 | | into the temporary administrator's possession; |
---|
12638 | 12638 | | (2) a return of all sales made by the temporary |
---|
12639 | 12639 | | administrator; and |
---|
12640 | 12640 | | (3) a full exhibit and account of all the temporary |
---|
12641 | 12641 | | administrator's acts as temporary administrator. (Tex. Prob. Code, |
---|
12642 | 12642 | | Sec. 134.) |
---|
12643 | 12643 | | Sec. 452.152. CLOSING TEMPORARY ADMINISTRATION. (a) The |
---|
12644 | 12644 | | court shall act on the list, return, exhibit, and account filed |
---|
12645 | 12645 | | under Section 452.151. |
---|
12646 | 12646 | | (b) When letters of temporary administration expire or |
---|
12647 | 12647 | | become ineffective for any cause, the court immediately shall enter |
---|
12648 | 12648 | | an order requiring the temporary administrator to promptly deliver |
---|
12649 | 12649 | | the estate remaining in the temporary administrator's possession to |
---|
12650 | 12650 | | the person legally entitled to possession of the estate. |
---|
12651 | 12651 | | (c) On proof of delivery under Subsection (b), the temporary |
---|
12652 | 12652 | | administrator shall be discharged and the sureties on the temporary |
---|
12653 | 12653 | | administrator's bond shall be released as to any future liability. |
---|
12654 | 12654 | | (Tex. Prob. Code, Sec. 135.) |
---|
12655 | 12655 | | CHAPTER 453. ADMINISTRATION OF COMMUNITY PROPERTY |
---|
12656 | 12656 | | Sec. 453.001. EFFECT OF CHAPTER |
---|
12657 | 12657 | | Sec. 453.002. ADMINISTRATION OF COMMUNITY PROPERTY NOT |
---|
12658 | 12658 | | NECESSARY |
---|
12659 | 12659 | | Sec. 453.003. GENERAL POWERS OF SURVIVING SPOUSE IF NO |
---|
12660 | 12660 | | ADMINISTRATION IS PENDING |
---|
12661 | 12661 | | Sec. 453.004. COLLECTION OF UNPAID WAGES IF NO |
---|
12662 | 12662 | | ADMINISTRATION IS PENDING |
---|
12663 | 12663 | | Sec. 453.005. REMARRIAGE OF SURVIVING SPOUSE |
---|
12664 | 12664 | | Sec. 453.006. ACCOUNT OF COMMUNITY DEBTS AND |
---|
12665 | 12665 | | DISPOSITION OF COMMUNITY PROPERTY |
---|
12666 | 12666 | | Sec. 453.007. DELIVERY OF COMMUNITY ESTATE ON FINAL |
---|
12667 | 12667 | | PARTITION |
---|
12668 | 12668 | | Sec. 453.008. LIABILITY OF SURVIVING SPOUSE FOR LOSS |
---|
12669 | 12669 | | Sec. 453.009. DISTRIBUTION OF POWERS BETWEEN PERSONAL |
---|
12670 | 12670 | | REPRESENTATIVE AND SURVIVING SPOUSE |
---|
12671 | 12671 | | CHAPTER 453. ADMINISTRATION OF COMMUNITY PROPERTY |
---|
12672 | 12672 | | Sec. 453.001. EFFECT OF CHAPTER. This chapter does not |
---|
12673 | 12673 | | prohibit the administration of community property under other |
---|
12674 | 12674 | | provisions of this title relating to the administration of an |
---|
12675 | 12675 | | estate. (Tex. Prob. Code, Sec. 155 (part).) |
---|
12676 | 12676 | | Sec. 453.002. ADMINISTRATION OF COMMUNITY PROPERTY NOT |
---|
12677 | 12677 | | NECESSARY. If a spouse dies intestate and the community property |
---|
12678 | 12678 | | passes to the surviving spouse, no administration of the community |
---|
12679 | 12679 | | property is necessary. (Tex. Prob. Code, Sec. 155 (part).) |
---|
12680 | 12680 | | Sec. 453.003. GENERAL POWERS OF SURVIVING SPOUSE IF NO |
---|
12681 | 12681 | | ADMINISTRATION IS PENDING. (a) If there is no qualified executor |
---|
12682 | 12682 | | or administrator of a deceased spouse's estate, the surviving |
---|
12683 | 12683 | | spouse, as the surviving partner of the marital partnership, may: |
---|
12684 | 12684 | | (1) sue and be sued to recover community property; |
---|
12685 | 12685 | | (2) sell, mortgage, lease, and otherwise dispose of |
---|
12686 | 12686 | | community property to pay community debts; |
---|
12687 | 12687 | | (3) collect claims due to the community estate; and |
---|
12688 | 12688 | | (4) exercise other powers as necessary to: |
---|
12689 | 12689 | | (A) preserve the community property; |
---|
12690 | 12690 | | (B) discharge community obligations; and |
---|
12691 | 12691 | | (C) wind up community affairs. |
---|
12692 | 12692 | | (b) This section does not affect the disposition of the |
---|
12693 | 12693 | | deceased spouse's property. (Tex. Prob. Code, Secs. 160(a), (c).) |
---|
12694 | 12694 | | Sec. 453.004. COLLECTION OF UNPAID WAGES IF NO |
---|
12695 | 12695 | | ADMINISTRATION IS PENDING. (a) If a person who owes money to the |
---|
12696 | 12696 | | community estate for current wages at the time of a deceased |
---|
12697 | 12697 | | spouse's death is provided an affidavit stating that the affiant is |
---|
12698 | 12698 | | the surviving spouse and that no one has qualified as executor or |
---|
12699 | 12699 | | administrator of the deceased spouse's estate, the person who pays |
---|
12700 | 12700 | | or delivers to the affiant the deceased spouse's final paycheck for |
---|
12701 | 12701 | | the wages, including any unpaid sick pay or vacation pay, is |
---|
12702 | 12702 | | released from liability to the same extent as if the payment or |
---|
12703 | 12703 | | delivery is made to the deceased spouse's personal representative. |
---|
12704 | 12704 | | The person is not required to inquire into the truth of the |
---|
12705 | 12705 | | affidavit. |
---|
12706 | 12706 | | (b) An affiant to whom the payment or delivery is made under |
---|
12707 | 12707 | | Subsection (a) is answerable to a person having a prior right and is |
---|
12708 | 12708 | | accountable to a personal representative who is appointed. The |
---|
12709 | 12709 | | affiant is liable for any damage or loss to a person that arises |
---|
12710 | 12710 | | from a payment or delivery made in reliance on the affidavit. |
---|
12711 | 12711 | | (c) This section does not affect the disposition of the |
---|
12712 | 12712 | | deceased spouse's property. (Tex. Prob. Code, Secs. 160(b), (c).) |
---|
12713 | 12713 | | Sec. 453.005. REMARRIAGE OF SURVIVING SPOUSE. The |
---|
12714 | 12714 | | remarriage of a surviving spouse does not terminate the surviving |
---|
12715 | 12715 | | spouse's powers as a surviving partner. (Tex. Prob. Code, Sec. |
---|
12716 | 12716 | | 176.) |
---|
12717 | 12717 | | Sec. 453.006. ACCOUNT OF COMMUNITY DEBTS AND DISPOSITION OF |
---|
12718 | 12718 | | COMMUNITY PROPERTY. (a) The surviving spouse shall keep a fair and |
---|
12719 | 12719 | | full account and statement of: |
---|
12720 | 12720 | | (1) all community debts and expenses paid by the |
---|
12721 | 12721 | | surviving spouse; and |
---|
12722 | 12722 | | (2) the disposition made of the community property. |
---|
12723 | 12723 | | (b) The surviving spouse or personal representative shall |
---|
12724 | 12724 | | keep a separate, distinct account of all community debts allowed or |
---|
12725 | 12725 | | paid in the administration and settlement of an estate described by |
---|
12726 | 12726 | | Sections 101.052(a) and (b). (Tex. Prob. Code, Secs. 156 (part), |
---|
12727 | 12727 | | 168 (part).) |
---|
12728 | 12728 | | Sec. 453.007. DELIVERY OF COMMUNITY ESTATE ON FINAL |
---|
12729 | 12729 | | PARTITION. On final partition of the community estate, the |
---|
12730 | 12730 | | surviving spouse shall deliver to the deceased spouse's heirs or |
---|
12731 | 12731 | | devisees their interest in the estate, and the increase in and |
---|
12732 | 12732 | | profits of the interest, after deducting from the interest: |
---|
12733 | 12733 | | (1) the proportion of the community debts chargeable |
---|
12734 | 12734 | | to the interest; |
---|
12735 | 12735 | | (2) unavoidable losses; |
---|
12736 | 12736 | | (3) necessary and reasonable expenses; and |
---|
12737 | 12737 | | (4) a reasonable commission for the management of the |
---|
12738 | 12738 | | interest. (Tex. Prob. Code, Sec. 168 (part).) |
---|
12739 | 12739 | | Sec. 453.008. LIABILITY OF SURVIVING SPOUSE FOR LOSS. A |
---|
12740 | 12740 | | surviving spouse is not liable for a loss sustained by the community |
---|
12741 | 12741 | | estate unless the surviving spouse is guilty of gross negligence or |
---|
12742 | 12742 | | bad faith. (Tex. Prob. Code, Sec. 168 (part).) |
---|
12743 | 12743 | | Sec. 453.009. DISTRIBUTION OF POWERS BETWEEN PERSONAL |
---|
12744 | 12744 | | REPRESENTATIVE AND SURVIVING SPOUSE. (a) A qualified personal |
---|
12745 | 12745 | | representative of a deceased spouse's estate may administer: |
---|
12746 | 12746 | | (1) the separate property of the deceased spouse; |
---|
12747 | 12747 | | (2) the community property that was by law under the |
---|
12748 | 12748 | | management of the deceased spouse during the marriage; and |
---|
12749 | 12749 | | (3) the community property that was by law under the |
---|
12750 | 12750 | | joint control of the spouses during the marriage. |
---|
12751 | 12751 | | (b) The surviving spouse, as surviving partner of the |
---|
12752 | 12752 | | marital partnership, is entitled to: |
---|
12753 | 12753 | | (1) retain possession and control of the community |
---|
12754 | 12754 | | property that was legally under the sole management of the |
---|
12755 | 12755 | | surviving spouse during the marriage; and |
---|
12756 | 12756 | | (2) exercise over that property any power this chapter |
---|
12757 | 12757 | | authorizes the surviving spouse to exercise if there is no |
---|
12758 | 12758 | | administration pending on the deceased spouse's estate. |
---|
12759 | 12759 | | (c) The surviving spouse, by written instrument filed with |
---|
12760 | 12760 | | the clerk, may waive any right to exercise powers as community |
---|
12761 | 12761 | | survivor. If the surviving spouse files a waiver under this |
---|
12762 | 12762 | | subsection, the deceased spouse's personal representative may |
---|
12763 | 12763 | | administer the entire community estate. (Tex. Prob. Code, Sec. |
---|
12764 | 12764 | | 177.) |
---|
12765 | 12765 | | CHAPTER 454. ADMINISTRATION OF ESTATE OF PERSON PRESUMED DEAD |
---|
12766 | 12766 | | SUBCHAPTER A. ESTATES OF PERSONS PRESUMED DEAD |
---|
12767 | 12767 | | Sec. 454.001. APPLICABILITY; DETERMINATION OF DEATH |
---|
12768 | 12768 | | Sec. 454.002. GRANT OF LETTERS ON PROOF OF DEATH |
---|
12769 | 12769 | | Sec. 454.003. CITATION AND SEARCH |
---|
12770 | 12770 | | Sec. 454.004. DISTRIBUTION OF ESTATE |
---|
12771 | 12771 | | [Sections 454.005-454.050 reserved for expansion] |
---|
12772 | 12772 | | SUBCHAPTER B. PERSONS PRESUMED DEAD BUT SUBSEQUENTLY |
---|
12773 | 12773 | | PROVED LIVING |
---|
12774 | 12774 | | Sec. 454.051. RESTORATION OF ESTATE |
---|
12775 | 12775 | | Sec. 454.052. LIABILITY OF PERSONAL REPRESENTATIVE AND |
---|
12776 | 12776 | | NOT VOIDED |
---|
12777 | 12777 | | CHAPTER 454. ADMINISTRATION OF ESTATE OF PERSON PRESUMED DEAD |
---|
12778 | 12778 | | SUBCHAPTER A. ESTATES OF PERSONS PRESUMED DEAD |
---|
12779 | 12779 | | Sec. 454.001. APPLICABILITY; DETERMINATION OF DEATH. (a) |
---|
12780 | 12780 | | This subchapter applies in a proceeding to probate a person's will |
---|
12781 | 12781 | | or administer a person's estate if there is no direct evidence that |
---|
12782 | 12782 | | the person is dead. |
---|
12783 | 12783 | | (b) The court has jurisdiction to determine the fact, time, |
---|
12784 | 12784 | | and place of the person's death. (Tex. Prob. Code, Sec. 72(a) |
---|
12785 | 12785 | | (part).) |
---|
12786 | 12786 | | Sec. 454.002. GRANT OF LETTERS ON PROOF OF DEATH. On |
---|
12787 | 12787 | | application for the grant of letters testamentary or of |
---|
12788 | 12788 | | administration for the estate of a person presumed to be dead, the |
---|
12789 | 12789 | | court shall grant the letters if the death of the person is proved |
---|
12790 | 12790 | | by circumstantial evidence to the court's satisfaction. (Tex. |
---|
12791 | 12791 | | Prob. Code, Sec. 72(a) (part).) |
---|
12792 | 12792 | | Sec. 454.003. CITATION AND SEARCH. (a) If the fact of a |
---|
12793 | 12793 | | person's death must be proved by circumstantial evidence under |
---|
12794 | 12794 | | Section 454.002, at the request of any interested person, the court |
---|
12795 | 12795 | | may order that a citation be issued to the person presumed dead and |
---|
12796 | 12796 | | that the citation be served on the person by publication and posting |
---|
12797 | 12797 | | and by additional methods as directed by the order. |
---|
12798 | 12798 | | (b) After letters testamentary or of administration are |
---|
12799 | 12799 | | issued, the court may also direct: |
---|
12800 | 12800 | | (1) the personal representative to search for the |
---|
12801 | 12801 | | person presumed dead by notifying law enforcement agencies and |
---|
12802 | 12802 | | public welfare agencies in appropriate locations that the person |
---|
12803 | 12803 | | has disappeared; and |
---|
12804 | 12804 | | (2) the applicant to engage the services of an |
---|
12805 | 12805 | | investigative agency to search for the person presumed dead. |
---|
12806 | 12806 | | (c) The expense of a search or notice under this section |
---|
12807 | 12807 | | shall be taxed to the estate as a cost and paid out of the estate |
---|
12808 | 12808 | | property. (Tex. Prob. Code, Sec. 72(b).) |
---|
12809 | 12809 | | Sec. 454.004. DISTRIBUTION OF ESTATE. The personal |
---|
12810 | 12810 | | representative of the estate of a person presumed dead may not |
---|
12811 | 12811 | | distribute the estate to the persons entitled to the estate until |
---|
12812 | 12812 | | the third anniversary of the date the court granted the letters |
---|
12813 | 12813 | | under Section 454.002. (Tex. Prob. Code, Sec. 72(a) (part).) |
---|
12814 | 12814 | | [Sections 454.005-454.050 reserved for expansion] |
---|
12815 | 12815 | | SUBCHAPTER B. PERSONS PRESUMED DEAD BUT SUBSEQUENTLY |
---|
12816 | 12816 | | PROVED LIVING |
---|
12817 | 12817 | | Sec. 454.051. RESTORATION OF ESTATE. (a) Except as |
---|
12818 | 12818 | | provided by Subsection (b), a person who was proved by |
---|
12819 | 12819 | | circumstantial evidence to be dead under Section 454.002 and who, |
---|
12820 | 12820 | | in a subsequent action, is proved by direct evidence to have been |
---|
12821 | 12821 | | living at any time after the date the court granted the letters |
---|
12822 | 12822 | | under that section, is entitled to restoration of the person's |
---|
12823 | 12823 | | estate or the residue of the person's estate, including the rents |
---|
12824 | 12824 | | and profits from the estate. |
---|
12825 | 12825 | | (b) For estate property sold by the personal representative |
---|
12826 | 12826 | | of the estate, a distributee, or a distributee's successors or |
---|
12827 | 12827 | | assignees to a bona fide purchaser for value, the right of a person |
---|
12828 | 12828 | | to restoration is limited to the proceeds of the sale or the residue |
---|
12829 | 12829 | | of the sold property with any increase of the proceeds or the |
---|
12830 | 12830 | | residue. (Tex. Prob. Code, Sec. 72(a) (part).) |
---|
12831 | 12831 | | Sec. 454.052. LIABILITY OF PERSONAL REPRESENTATIVE AND |
---|
12832 | 12832 | | OTHERS ACTING UNDER COURT ORDER; BONDS NOT VOIDED. (a) Anyone, |
---|
12833 | 12833 | | including a personal representative, who delivered to another the |
---|
12834 | 12834 | | estate or any part of the estate of a person who was proved by |
---|
12835 | 12835 | | circumstantial evidence to be dead under Section 454.002 and who, |
---|
12836 | 12836 | | in a subsequent action, is proved by direct evidence to have been |
---|
12837 | 12837 | | living at any time after the date the court granted the letters |
---|
12838 | 12838 | | testamentary or of administration under that section is not liable |
---|
12839 | 12839 | | for any part of the estate delivered in accordance with the court's |
---|
12840 | 12840 | | order. |
---|
12841 | 12841 | | (b) Subject to Subsection (c), the bond of a personal |
---|
12842 | 12842 | | representative of the estate of a person described by Subsection |
---|
12843 | 12843 | | (a) is not void in any event. |
---|
12844 | 12844 | | (c) A surety is not liable for any act of the personal |
---|
12845 | 12845 | | representative that was done in compliance with or approved by the |
---|
12846 | 12846 | | court's order. (Tex. Prob. Code, Sec. 72(a) (part).) |
---|
12847 | 12847 | | [Chapters 455-500 reserved for expansion] |
---|
12848 | 12848 | | SUBTITLE K. FOREIGN WILLS, OTHER TESTAMENTARY INSTRUMENTS, AND FIDUCIARIES |
---|
12849 | 12849 | | FIDUCIARIES |
---|
12850 | 12850 | | CHAPTER 501. ANCILLARY PROBATE OF FOREIGN WILL |
---|
12851 | 12851 | | Sec. 501.001. AUTHORITY FOR ANCILLARY PROBATE OF |
---|
12852 | 12852 | | FOREIGN WILL |
---|
12853 | 12853 | | Sec. 501.002. APPLICATION FOR ANCILLARY PROBATE OF |
---|
12854 | 12854 | | FOREIGN WILL |
---|
12855 | 12855 | | Sec. 501.003. CITATION AND NOTICE |
---|
12856 | 12856 | | Sec. 501.004. RECORDING BY CLERK |
---|
12857 | 12857 | | Sec. 501.005. EFFECT OF FILING AND RECORDING FOREIGN |
---|
12858 | 12858 | | WILL |
---|
12859 | 12859 | | Sec. 501.006. ANCILLARY LETTERS TESTAMENTARY |
---|
12860 | 12860 | | Sec. 501.007. EFFECT ON PROPERTY |
---|
12861 | 12861 | | Sec. 501.008. SETTING ASIDE OF CERTAIN FOREIGN WILLS |
---|
12862 | 12862 | | CHAPTER 501. ANCILLARY PROBATE OF FOREIGN WILL |
---|
12863 | 12863 | | Sec. 501.001. AUTHORITY FOR ANCILLARY PROBATE OF FOREIGN |
---|
12864 | 12864 | | WILL. The written will of a testator who was not domiciled in this |
---|
12865 | 12865 | | state at the time of the testator's death may be admitted to probate |
---|
12866 | 12866 | | in this state if: |
---|
12867 | 12867 | | (1) the will would affect any property in this state; |
---|
12868 | 12868 | | and |
---|
12869 | 12869 | | (2) proof is presented that the will stands probated |
---|
12870 | 12870 | | or otherwise established in any state of the United States or a |
---|
12871 | 12871 | | foreign nation. (Tex. Prob. Code, Sec. 95(a).) |
---|
12872 | 12872 | | Sec. 501.002. APPLICATION FOR ANCILLARY PROBATE OF FOREIGN |
---|
12873 | 12873 | | WILL. (a) An application for ancillary probate in this state of a |
---|
12874 | 12874 | | foreign will admitted to probate or otherwise established in the |
---|
12875 | 12875 | | jurisdiction in which the testator was domiciled at the time of the |
---|
12876 | 12876 | | testator's death is required to indicate only that probate in this |
---|
12877 | 12877 | | state is requested on the basis of the authenticated copy of the |
---|
12878 | 12878 | | foreign proceedings in which the will was admitted to probate or |
---|
12879 | 12879 | | otherwise established. |
---|
12880 | 12880 | | (b) An application for ancillary probate in this state of a |
---|
12881 | 12881 | | foreign will that has been admitted to probate or otherwise |
---|
12882 | 12882 | | established in a jurisdiction other than the jurisdiction in which |
---|
12883 | 12883 | | the testator was domiciled at the time of the testator's death must: |
---|
12884 | 12884 | | (1) include all information required for an |
---|
12885 | 12885 | | application for probate of a domestic will; and |
---|
12886 | 12886 | | (2) state the name and address of: |
---|
12887 | 12887 | | (A) each devisee; and |
---|
12888 | 12888 | | (B) each person who would be entitled to a |
---|
12889 | 12889 | | portion of the estate as an heir in the absence of a will. |
---|
12890 | 12890 | | (c) An application described by Subsection (a) or (b) must |
---|
12891 | 12891 | | include for filing a copy of the foreign will and the judgment, |
---|
12892 | 12892 | | order, or decree by which the will was admitted to probate or |
---|
12893 | 12893 | | otherwise established. The copy must: |
---|
12894 | 12894 | | (1) be attested by and with the original signature of |
---|
12895 | 12895 | | the court clerk or other official who has custody of the will or who |
---|
12896 | 12896 | | is in charge of probate records; |
---|
12897 | 12897 | | (2) include a certificate with the original signature |
---|
12898 | 12898 | | of the judge or presiding magistrate of the court stating that the |
---|
12899 | 12899 | | attestation is in proper form; and |
---|
12900 | 12900 | | (3) have the court seal affixed, if a court seal |
---|
12901 | 12901 | | exists. (Tex. Prob. Code, Secs. 95(b)(1) (part), (2) (part), (c) |
---|
12902 | 12902 | | (part).) |
---|
12903 | 12903 | | Sec. 501.003. CITATION AND NOTICE. (a) Citation or notice |
---|
12904 | 12904 | | is not required for an application described by Section 501.002(a). |
---|
12905 | 12905 | | (b) For an application described by Section 501.002(b), a |
---|
12906 | 12906 | | citation shall be issued and served by registered or certified mail |
---|
12907 | 12907 | | on each devisee and heir identified in the application. (Tex. Prob. |
---|
12908 | 12908 | | Code, Secs. 95(b)(1) (part), (2) (part).) |
---|
12909 | 12909 | | Sec. 501.004. RECORDING BY CLERK. (a) If a foreign will |
---|
12910 | 12910 | | submitted for ancillary probate in this state has been admitted to |
---|
12911 | 12911 | | probate or otherwise established in the jurisdiction in which the |
---|
12912 | 12912 | | testator was domiciled at the time of the testator's death, it is |
---|
12913 | 12913 | | the ministerial duty of the court clerk to record the will and the |
---|
12914 | 12914 | | evidence of the will's probate or other establishment in the |
---|
12915 | 12915 | | minutes of the court. |
---|
12916 | 12916 | | (b) If a foreign will submitted for ancillary probate in |
---|
12917 | 12917 | | this state has been admitted to probate or otherwise established in |
---|
12918 | 12918 | | a jurisdiction other than the jurisdiction in which the testator |
---|
12919 | 12919 | | was domiciled at the time of the testator's death, and a contest |
---|
12920 | 12920 | | against the ancillary probate is not filed as authorized by Chapter |
---|
12921 | 12921 | | 504, the court clerk shall record the will and the evidence of the |
---|
12922 | 12922 | | will's probate or other establishment in the minutes of the court. |
---|
12923 | 12923 | | (c) A court order is not necessary for the recording of a |
---|
12924 | 12924 | | foreign will in accordance with this section. (Tex. Prob. Code, |
---|
12925 | 12925 | | Secs. 95(d)(1) (part), (2) (part).) |
---|
12926 | 12926 | | Sec. 501.005. EFFECT OF FILING AND RECORDING FOREIGN WILL. |
---|
12927 | 12927 | | On filing and recording a foreign will in accordance with this |
---|
12928 | 12928 | | chapter, the foreign will: |
---|
12929 | 12929 | | (1) is considered to be admitted to probate; and |
---|
12930 | 12930 | | (2) has the same effect for all purposes as if the |
---|
12931 | 12931 | | original will had been admitted to probate by order of a court of |
---|
12932 | 12932 | | this state, subject to contest in the manner and to the extent |
---|
12933 | 12933 | | provided by Chapter 504. (Tex. Prob. Code, Secs. 95(d)(1) (part), |
---|
12934 | 12934 | | (2) (part).) |
---|
12935 | 12935 | | Sec. 501.006. ANCILLARY LETTERS TESTAMENTARY. (a) On |
---|
12936 | 12936 | | application, an executor named in a foreign will admitted to |
---|
12937 | 12937 | | ancillary probate in this state in accordance with this chapter is |
---|
12938 | 12938 | | entitled to receive ancillary letters testamentary on proof made to |
---|
12939 | 12939 | | the court that: |
---|
12940 | 12940 | | (1) the executor has qualified to serve as executor in |
---|
12941 | 12941 | | the jurisdiction in which the will was previously admitted to |
---|
12942 | 12942 | | probate or otherwise established; and |
---|
12943 | 12943 | | (2) the executor is not disqualified from serving in |
---|
12944 | 12944 | | that capacity in this state. |
---|
12945 | 12945 | | (b) After the proof required by Subsection (a) is made, the |
---|
12946 | 12946 | | court shall enter an order directing that ancillary letters |
---|
12947 | 12947 | | testamentary be issued to the executor. The court shall revoke any |
---|
12948 | 12948 | | letters of administration previously issued by the court to any |
---|
12949 | 12949 | | other person on application of the executor after personal service |
---|
12950 | 12950 | | of citation on the person to whom the letters were issued. (Tex. |
---|
12951 | 12951 | | Prob. Code, Sec. 105.) |
---|
12952 | 12952 | | Sec. 501.007. EFFECT ON PROPERTY. A foreign will admitted |
---|
12953 | 12953 | | to ancillary probate in this state as provided by this chapter after |
---|
12954 | 12954 | | having been admitted to probate or otherwise established in the |
---|
12955 | 12955 | | jurisdiction in which the testator was domiciled at the time of the |
---|
12956 | 12956 | | testator's death is effective to dispose of property in this state |
---|
12957 | 12957 | | regardless of whether the will was executed with the formalities |
---|
12958 | 12958 | | required by this title. (Tex. Prob. Code, Sec. 95(e).) |
---|
12959 | 12959 | | Sec. 501.008. SETTING ASIDE OF CERTAIN FOREIGN WILLS. (a) |
---|
12960 | 12960 | | This section applies only to a foreign will admitted to ancillary |
---|
12961 | 12961 | | probate in this state, in accordance with the procedures prescribed |
---|
12962 | 12962 | | by this chapter, based on the previous probate or other |
---|
12963 | 12963 | | establishment of the will in the jurisdiction in which the testator |
---|
12964 | 12964 | | was domiciled at the time of the testator's death. |
---|
12965 | 12965 | | (b) The admission to probate in this state of a foreign will |
---|
12966 | 12966 | | to which this section applies shall be set aside if it is |
---|
12967 | 12967 | | subsequently proven in a proceeding brought for that purpose that |
---|
12968 | 12968 | | the foreign jurisdiction in which the will was admitted to probate |
---|
12969 | 12969 | | or otherwise established was not in fact the domicile of the |
---|
12970 | 12970 | | testator at the time of the testator's death. |
---|
12971 | 12971 | | (c) The title or rights of a person who, before commencement |
---|
12972 | 12972 | | of a proceeding to set aside the admission to probate of a foreign |
---|
12973 | 12973 | | will under this section, purchases property in good faith and for |
---|
12974 | 12974 | | value from the personal representative or a devisee or otherwise |
---|
12975 | 12975 | | deals in good faith with the personal representative or a devisee |
---|
12976 | 12976 | | are not affected by the subsequent setting aside of the admission to |
---|
12977 | 12977 | | probate in this state. (Tex. Prob. Code, Sec. 95(f).) |
---|
12978 | 12978 | | CHAPTER 502. ORIGINAL PROBATE OF FOREIGN WILL |
---|
12979 | 12979 | | Sec. 502.001. ORIGINAL PROBATE OF FOREIGN WILL |
---|
12980 | 12980 | | AUTHORIZED |
---|
12981 | 12981 | | Sec. 502.002. PROOF OF FOREIGN WILL IN ORIGINAL |
---|
12982 | 12982 | | PROBATE PROCEEDING |
---|
12983 | 12983 | | CHAPTER 502. ORIGINAL PROBATE OF FOREIGN WILL |
---|
12984 | 12984 | | Sec. 502.001. ORIGINAL PROBATE OF FOREIGN WILL AUTHORIZED. |
---|
12985 | 12985 | | (a) This section applies only to a will of a testator who dies |
---|
12986 | 12986 | | domiciled outside of this state that: |
---|
12987 | 12987 | | (1) on probate, may operate on any property in this |
---|
12988 | 12988 | | state; and |
---|
12989 | 12989 | | (2) is valid under the laws of this state. |
---|
12990 | 12990 | | (b) A court may grant original probate of a will described |
---|
12991 | 12991 | | by Subsection (a) in the same manner as the court grants the probate |
---|
12992 | 12992 | | of other wills under this title if the will: |
---|
12993 | 12993 | | (1) has not been rejected from probate or |
---|
12994 | 12994 | | establishment in the jurisdiction in which the testator died |
---|
12995 | 12995 | | domiciled; or |
---|
12996 | 12996 | | (2) has been rejected from probate or establishment in |
---|
12997 | 12997 | | the jurisdiction in which the testator died domiciled solely for a |
---|
12998 | 12998 | | cause that is not a ground for rejection of a will of a testator who |
---|
12999 | 12999 | | died domiciled in this state. |
---|
13000 | 13000 | | (c) A court may delay passing on an application for probate |
---|
13001 | 13001 | | of a foreign will pending the result of probate or establishment, or |
---|
13002 | 13002 | | of a contest of probate or establishment, in the jurisdiction in |
---|
13003 | 13003 | | which the testator died domiciled. (Tex. Prob. Code, Sec. 103.) |
---|
13004 | 13004 | | Sec. 502.002. PROOF OF FOREIGN WILL IN ORIGINAL PROBATE |
---|
13005 | 13005 | | PROCEEDING. (a) A copy of the will of a testator who dies domiciled |
---|
13006 | 13006 | | outside of this state, authenticated in the manner required by this |
---|
13007 | 13007 | | title, is sufficient proof of the contents of the will to admit the |
---|
13008 | 13008 | | will to probate in an original proceeding in this state if an |
---|
13009 | 13009 | | objection to the will is not made. |
---|
13010 | 13010 | | (b) This section does not: |
---|
13011 | 13011 | | (1) authorize the probate of a will that would not |
---|
13012 | 13012 | | otherwise be admissible to probate; or |
---|
13013 | 13013 | | (2) if an objection is made to a will, relieve the |
---|
13014 | 13014 | | proponent from offering proof of the contents and legal sufficiency |
---|
13015 | 13015 | | of the will as otherwise required. |
---|
13016 | 13016 | | (c) Subsection (b)(2) does not require the proponent to |
---|
13017 | 13017 | | produce the original will unless ordered by the court. (Tex. Prob. |
---|
13018 | 13018 | | Code, Sec. 104.) |
---|
13019 | 13019 | | CHAPTER 503. RECORDING OF FOREIGN TESTAMENTARY INSTRUMENT |
---|
13020 | 13020 | | SUBCHAPTER A. REQUIREMENTS FOR RECORDING FOREIGN TESTAMENTARY INSTRUMENT |
---|
13021 | 13021 | | INSTRUMENT |
---|
13022 | 13022 | | Sec. 503.001. AUTHORIZATION TO RECORD CERTAIN FOREIGN |
---|
13023 | 13023 | | RECORDS |
---|
13024 | 13024 | | Sec. 503.002. ORIGINAL SIGNATURES NOT REQUIRED |
---|
13025 | 13025 | | Sec. 503.003. CONTEST OF RECORDED FOREIGN TESTAMENTARY |
---|
13026 | 13026 | | INSTRUMENT PERMITTED |
---|
13027 | 13027 | | [Sections 503.004-503.050 reserved for expansion] |
---|
13028 | 13028 | | SUBCHAPTER B. EFFECTS OF RECORDED FOREIGN |
---|
13029 | 13029 | | TESTAMENTARY INSTRUMENT |
---|
13030 | 13030 | | Sec. 503.051. RECORDED FOREIGN TESTAMENTARY INSTRUMENT |
---|
13031 | 13031 | | AS CONVEYANCE |
---|
13032 | 13032 | | Sec. 503.052. RECORDED FOREIGN TESTAMENTARY INSTRUMENT |
---|
13033 | 13033 | | AS NOTICE OF TITLE |
---|
13034 | 13034 | | CHAPTER 503. RECORDING OF FOREIGN TESTAMENTARY INSTRUMENT |
---|
13035 | 13035 | | SUBCHAPTER A. REQUIREMENTS FOR RECORDING FOREIGN TESTAMENTARY |
---|
13036 | 13036 | | INSTRUMENT |
---|
13037 | 13037 | | Sec. 503.001. AUTHORIZATION TO RECORD CERTAIN FOREIGN |
---|
13038 | 13038 | | TESTAMENTARY INSTRUMENTS IN DEED RECORDS. (a) A copy of a will or |
---|
13039 | 13039 | | other testamentary instrument that conveys, or in any other manner |
---|
13040 | 13040 | | disposes of, land in this state and that has been probated according |
---|
13041 | 13041 | | to the laws of any state of the United States or a country other than |
---|
13042 | 13042 | | the United States, along with a copy of the judgment, order, or |
---|
13043 | 13043 | | decree by which the instrument was admitted to probate that has the |
---|
13044 | 13044 | | attestation, seal, and certificate required by Section 501.002(c), |
---|
13045 | 13045 | | may be filed and recorded in the deed records in any county in this |
---|
13046 | 13046 | | state in which the land is located: |
---|
13047 | 13047 | | (1) without further proof or authentication, subject |
---|
13048 | 13048 | | to Section 503.003; and |
---|
13049 | 13049 | | (2) in the same manner as a deed or conveyance is |
---|
13050 | 13050 | | required to be recorded under the laws of this state. |
---|
13051 | 13051 | | (b) A copy of a will or other testamentary instrument |
---|
13052 | 13052 | | described by Subsection (a), along with a copy of the judgment, |
---|
13053 | 13053 | | order, or decree by which the instrument was admitted to probate |
---|
13054 | 13054 | | that has the attestation and certificate required by Section |
---|
13055 | 13055 | | 501.002(c), is: |
---|
13056 | 13056 | | (1) prima facie evidence that the instrument has been |
---|
13057 | 13057 | | admitted to probate according to the laws of the state or country in |
---|
13058 | 13058 | | which it was allegedly admitted to probate; and |
---|
13059 | 13059 | | (2) sufficient to authorize the instrument and the |
---|
13060 | 13060 | | judgment, order, or decree to be recorded in the deed records in the |
---|
13061 | 13061 | | proper county or counties in this state. (Tex. Prob. Code, Secs. 96 |
---|
13062 | 13062 | | (part), 97.) |
---|
13063 | 13063 | | Sec. 503.002. ORIGINAL SIGNATURES NOT REQUIRED. |
---|
13064 | 13064 | | Notwithstanding Section 501.002(c), the original signatures |
---|
13065 | 13065 | | required by that section may not be required for a recordation in |
---|
13066 | 13066 | | the deed records in accordance with Section 503.001 or for a purpose |
---|
13067 | 13067 | | described by Section 503.051 or 503.052. (Tex. Prob. Code, Sec. |
---|
13068 | 13068 | | 95(c) (part).) |
---|
13069 | 13069 | | Sec. 503.003. CONTEST OF RECORDED FOREIGN TESTAMENTARY |
---|
13070 | 13070 | | INSTRUMENT PERMITTED. The validity of a will or other testamentary |
---|
13071 | 13071 | | instrument, a copy of which is filed and recorded as provided by |
---|
13072 | 13072 | | Section 503.001, may be contested in the manner and to the extent |
---|
13073 | 13073 | | provided by Subchapter A, Chapter 504. (Tex. Prob. Code, Sec. 96 |
---|
13074 | 13074 | | (part).) |
---|
13075 | 13075 | | [Sections 503.004-503.050 reserved for expansion] |
---|
13076 | 13076 | | SUBCHAPTER B. EFFECTS OF RECORDED FOREIGN |
---|
13077 | 13077 | | TESTAMENTARY INSTRUMENT |
---|
13078 | 13078 | | Sec. 503.051. RECORDED FOREIGN TESTAMENTARY INSTRUMENT AS |
---|
13079 | 13079 | | CONVEYANCE. A copy of a foreign will or other testamentary |
---|
13080 | 13080 | | instrument described by Section 503.001 and the copy of the |
---|
13081 | 13081 | | judgment, order, or decree by which the instrument was admitted to |
---|
13082 | 13082 | | probate that are attested and proved as provided by that section and |
---|
13083 | 13083 | | delivered to the county clerk of the proper county in this state to |
---|
13084 | 13084 | | be recorded in the deed records: |
---|
13085 | 13085 | | (1) take effect and are valid as a deed of conveyance |
---|
13086 | 13086 | | of all property in this state covered by the instrument; and |
---|
13087 | 13087 | | (2) have the same effect as a recorded deed or other |
---|
13088 | 13088 | | conveyance of land beginning at the time the instrument is |
---|
13089 | 13089 | | delivered to the clerk to be recorded. (Tex. Prob. Code, Sec. 98.) |
---|
13090 | 13090 | | Sec. 503.052. RECORDED FOREIGN TESTAMENTARY INSTRUMENT AS |
---|
13091 | 13091 | | NOTICE OF TITLE. A copy of a foreign will or other testamentary |
---|
13092 | 13092 | | instrument described by Section 503.001 and the copy of the |
---|
13093 | 13093 | | judgment, order, or decree by which the instrument was admitted to |
---|
13094 | 13094 | | probate that is attested and proved as provided by that section and |
---|
13095 | 13095 | | filed for recording in the deed records of the proper county in this |
---|
13096 | 13096 | | state constitute notice to all persons of the: |
---|
13097 | 13097 | | (1) existence of the instrument; and |
---|
13098 | 13098 | | (2) title or titles conferred by the instrument. |
---|
13099 | 13099 | | (Tex. Prob. Code, Sec. 99.) |
---|
13100 | 13100 | | CHAPTER 504. CONTEST OF OR OTHER CHALLENGE TO FOREIGN TESTAMENTARY INSTRUMENT |
---|
13101 | 13101 | | INSTRUMENT |
---|
13102 | 13102 | | SUBCHAPTER A. CONTEST OR SETTING ASIDE PROBATE OF FOREIGN WILL IN THIS STATE |
---|
13103 | 13103 | | THIS STATE |
---|
13104 | 13104 | | Sec. 504.001. GROUNDS FOR CONTESTING FOREIGN WILL |
---|
13105 | 13105 | | PROBATED IN DOMICILIARY JURISDICTION |
---|
13106 | 13106 | | Sec. 504.002. GROUNDS FOR CONTESTING FOREIGN WILL |
---|
13107 | 13107 | | JURISDICTION |
---|
13108 | 13108 | | Sec. 504.003. PROCEDURES AND TIME LIMITS FOR |
---|
13109 | 13109 | | CONTESTING FOREIGN WILL |
---|
13110 | 13110 | | Sec. 504.004. PROBATE OF FOREIGN WILL SET ASIDE FOR |
---|
13111 | 13111 | | LACK OF SERVICE |
---|
13112 | 13112 | | [Sections 504.005-504.050 reserved for expansion] |
---|
13113 | 13113 | | SUBCHAPTER B. CONTEST OR FINAL REJECTION IN FOREIGN JURISDICTION |
---|
13114 | 13114 | | Sec. 504.051. NOTICE OF WILL CONTEST IN FOREIGN |
---|
13115 | 13115 | | JURISDICTION |
---|
13116 | 13116 | | Sec. 504.052. EFFECT OF NOTICE |
---|
13117 | 13117 | | Sec. 504.053. EFFECT OF REJECTION OF TESTAMENTARY |
---|
13118 | 13118 | | INSTRUMENT BY FOREIGN JURISDICTION |
---|
13119 | 13119 | | CHAPTER 504. CONTEST OF OR OTHER CHALLENGE TO FOREIGN TESTAMENTARY |
---|
13120 | 13120 | | INSTRUMENT |
---|
13121 | 13121 | | SUBCHAPTER A. CONTEST OR SETTING ASIDE PROBATE OF FOREIGN WILL IN |
---|
13122 | 13122 | | THIS STATE |
---|
13123 | 13123 | | Sec. 504.001. GROUNDS FOR CONTESTING FOREIGN WILL PROBATED |
---|
13124 | 13124 | | IN DOMICILIARY JURISDICTION. (a) Subject to Subsection (b), an |
---|
13125 | 13125 | | interested person may contest a foreign will that has been: |
---|
13126 | 13126 | | (1) admitted to probate or established in the |
---|
13127 | 13127 | | jurisdiction in which the testator was domiciled at the time of the |
---|
13128 | 13128 | | testator's death; and |
---|
13129 | 13129 | | (2) admitted to probate in this state or filed in the |
---|
13130 | 13130 | | deed records of any county of this state. |
---|
13131 | 13131 | | (b) A will described by Subsection (a) may be contested only |
---|
13132 | 13132 | | on the grounds that: |
---|
13133 | 13133 | | (1) the proceedings in the jurisdiction in which the |
---|
13134 | 13134 | | testator was domiciled at the time of the testator's death were not |
---|
13135 | 13135 | | authenticated in the manner required for ancillary probate or |
---|
13136 | 13136 | | recording in the deed records in this state; |
---|
13137 | 13137 | | (2) the will has been finally rejected for probate in |
---|
13138 | 13138 | | this state in another proceeding; or |
---|
13139 | 13139 | | (3) the probate of the will has been set aside in the |
---|
13140 | 13140 | | jurisdiction in which the testator was domiciled at the time of the |
---|
13141 | 13141 | | testator's death. (Tex. Prob. Code, Sec. 100(a).) |
---|
13142 | 13142 | | Sec. 504.002. GROUNDS FOR CONTESTING FOREIGN WILL PROBATED |
---|
13143 | 13143 | | IN NON-DOMICILIARY JURISDICTION. A foreign will admitted to |
---|
13144 | 13144 | | probate or established in any jurisdiction other than the |
---|
13145 | 13145 | | jurisdiction in which the testator was domiciled at the time of the |
---|
13146 | 13146 | | testator's death may be contested on any grounds that are the basis |
---|
13147 | 13147 | | for the contest of a domestic will. (Tex. Prob. Code, Sec. 100(b) |
---|
13148 | 13148 | | (part).) |
---|
13149 | 13149 | | Sec. 504.003. PROCEDURES AND TIME LIMITS FOR CONTESTING |
---|
13150 | 13150 | | FOREIGN WILL. (a) The probate in this state of a foreign will |
---|
13151 | 13151 | | probated or established in a jurisdiction other than the |
---|
13152 | 13152 | | jurisdiction in which the testator was domiciled at the time of the |
---|
13153 | 13153 | | testator's death may be contested in the manner that would apply if |
---|
13154 | 13154 | | the testator had been domiciled in this state at the time of the |
---|
13155 | 13155 | | testator's death. |
---|
13156 | 13156 | | (b) A foreign will admitted to ancillary probate in this |
---|
13157 | 13157 | | state or filed in the deed records of any county of this state may be |
---|
13158 | 13158 | | contested using the same procedures and within the same time limits |
---|
13159 | 13159 | | applicable to the contest of a will admitted to original probate in |
---|
13160 | 13160 | | this state. (Tex. Prob. Code, Secs. 95(d)(2) (part), 100(c).) |
---|
13161 | 13161 | | Sec. 504.004. PROBATE OF FOREIGN WILL SET ASIDE FOR LACK OF |
---|
13162 | 13162 | | SERVICE. (a) The probate in this state of a foreign will shall be |
---|
13163 | 13163 | | set aside if: |
---|
13164 | 13164 | | (1) the will was probated in this state: |
---|
13165 | 13165 | | (A) in accordance with the procedure applicable |
---|
13166 | 13166 | | to the probate of a will admitted to probate in the jurisdiction in |
---|
13167 | 13167 | | which the testator was domiciled at the time of the testator's |
---|
13168 | 13168 | | death; and |
---|
13169 | 13169 | | (B) without the service of citation required for |
---|
13170 | 13170 | | a will admitted to probate in another jurisdiction that was not the |
---|
13171 | 13171 | | testator's domicile at the time of the testator's death; and |
---|
13172 | 13172 | | (2) it is proved that the foreign jurisdiction in |
---|
13173 | 13173 | | which the will was probated was not the testator's domicile at the |
---|
13174 | 13174 | | time of the testator's death. |
---|
13175 | 13175 | | (b) If otherwise entitled, a will the probate of which is |
---|
13176 | 13176 | | set aside in accordance with Subsection (a) may be: |
---|
13177 | 13177 | | (1) reprobated in accordance with the procedure |
---|
13178 | 13178 | | prescribed for the probate of a will admitted in a jurisdiction that |
---|
13179 | 13179 | | was not the testator's domicile at the time of the testator's death; |
---|
13180 | 13180 | | or |
---|
13181 | 13181 | | (2) admitted to original probate in this state in the |
---|
13182 | 13182 | | proceeding in which the ancillary probate was set aside or in a |
---|
13183 | 13183 | | subsequent proceeding. (Tex. Prob. Code, Sec. 100(b) (part).) |
---|
13184 | 13184 | | [Sections 504.005-504.050 reserved for expansion] |
---|
13185 | 13185 | | SUBCHAPTER B. CONTEST OR FINAL REJECTION IN FOREIGN JURISDICTION |
---|
13186 | 13186 | | Sec. 504.051. NOTICE OF WILL CONTEST IN FOREIGN |
---|
13187 | 13187 | | JURISDICTION. Verified notice that a proceeding to contest a will |
---|
13188 | 13188 | | probated or established in a foreign jurisdiction has been |
---|
13189 | 13189 | | commenced in that jurisdiction may be filed and recorded in the |
---|
13190 | 13190 | | minutes of the court in this state in which the foreign will was |
---|
13191 | 13191 | | probated, or in the deed records of any county of this state in |
---|
13192 | 13192 | | which the foreign will was recorded, within the time limits for the |
---|
13193 | 13193 | | contest of a foreign will in this state. (Tex. Prob. Code, Sec. 101 |
---|
13194 | 13194 | | (part).) |
---|
13195 | 13195 | | Sec. 504.052. EFFECT OF NOTICE. After a notice is filed and |
---|
13196 | 13196 | | recorded under Section 504.051, the probate or recording in this |
---|
13197 | 13197 | | state of the foreign will that is the subject of the notice has no |
---|
13198 | 13198 | | effect until verified proof is filed and recorded that the foreign |
---|
13199 | 13199 | | proceedings: |
---|
13200 | 13200 | | (1) have been terminated in favor of the will; or |
---|
13201 | 13201 | | (2) were never commenced. (Tex. Prob. Code, Sec. 101 |
---|
13202 | 13202 | | (part).) |
---|
13203 | 13203 | | Sec. 504.053. EFFECT OF REJECTION OF TESTAMENTARY |
---|
13204 | 13204 | | INSTRUMENT BY FOREIGN JURISDICTION. (a) Except as provided by |
---|
13205 | 13205 | | Subsection (b), final rejection of a will or other testamentary |
---|
13206 | 13206 | | instrument from probate or establishment in a foreign jurisdiction |
---|
13207 | 13207 | | in which the testator was domiciled at the time of the testator's |
---|
13208 | 13208 | | death is conclusive in this state. |
---|
13209 | 13209 | | (b) A will or other testamentary instrument that is finally |
---|
13210 | 13210 | | rejected from probate or establishment in a foreign jurisdiction in |
---|
13211 | 13211 | | which the testator was domiciled at the time of the testator's death |
---|
13212 | 13212 | | may be admitted to probate or continue to be effective in this state |
---|
13213 | 13213 | | if the will or other instrument was rejected solely for a cause that |
---|
13214 | 13214 | | is not a ground for rejection of a will of a testator who died |
---|
13215 | 13215 | | domiciled in this state. (Tex. Prob. Code, Sec. 102.) |
---|
13216 | 13216 | | CHAPTER 505. FOREIGN PERSONAL REPRESENTATIVES, TRUSTEES, AND FIDUCIARIES |
---|
13217 | 13217 | | FIDUCIARIES |
---|
13218 | 13218 | | SUBCHAPTER A. FOREIGN CORPORATE FIDUCIARY |
---|
13219 | 13219 | | Sec. 505.001. DEFINITION |
---|
13220 | 13220 | | Sec. 505.002. APPLICABILITY OF OTHER LAW |
---|
13221 | 13221 | | Sec. 505.003. AUTHORITY OF FOREIGN CORPORATE FIDUCIARY |
---|
13222 | 13222 | | TO SERVE IN FIDUCIARY CAPACITY |
---|
13223 | 13223 | | Sec. 505.004. FILING REQUIREMENTS; DESIGNATION |
---|
13224 | 13224 | | Sec. 505.005. SERVICE OF NOTICE OR PROCESS ON |
---|
13225 | 13225 | | SECRETARY OF STATE |
---|
13226 | 13226 | | Sec. 505.006. CRIMINAL PENALTY; EFFECT OF CONVICTION |
---|
13227 | 13227 | | [Sections 505.007-505.050 reserved for expansion] |
---|
13228 | 13228 | | SUBCHAPTER B. FOREIGN EXECUTORS AND TRUSTEES |
---|
13229 | 13229 | | Sec. 505.051. APPLICABILITY OF BOND REQUIREMENT |
---|
13230 | 13230 | | Sec. 505.052. POWER TO SELL PROPERTY |
---|
13231 | 13231 | | [Sections 505.053-505.100 reserved for expansion] |
---|
13232 | 13232 | | SUBCHAPTER C. RECOVERY OF DEBTS BY FOREIGN EXECUTOR OR ADMINISTRATOR |
---|
13233 | 13233 | | ADMINISTRATOR |
---|
13234 | 13234 | | Sec. 505.101. SUIT TO RECOVER DEBT |
---|
13235 | 13235 | | Sec. 505.102. JURISDICTION |
---|
13236 | 13236 | | Sec. 505.103. RESTRICTION ON SUIT BROUGHT BY FOREIGN |
---|
13237 | 13237 | | EXECUTOR OR ADMINISTRATOR |
---|
13238 | 13238 | | CHAPTER 505. FOREIGN PERSONAL REPRESENTATIVES, TRUSTEES, AND |
---|
13239 | 13239 | | FIDUCIARIES |
---|
13240 | 13240 | | SUBCHAPTER A. FOREIGN CORPORATE FIDUCIARY |
---|
13241 | 13241 | | Sec. 505.001. DEFINITION. In this subchapter, "foreign |
---|
13242 | 13242 | | corporate fiduciary" means a corporate fiduciary that does not have |
---|
13243 | 13243 | | its main office or a branch office in this state. (Tex. Prob. Code, |
---|
13244 | 13244 | | Sec. 105A(a) (part).) |
---|
13245 | 13245 | | Sec. 505.002. APPLICABILITY OF OTHER LAW. (a) A foreign |
---|
13246 | 13246 | | corporate fiduciary acting in a fiduciary capacity in this state in |
---|
13247 | 13247 | | strict accordance with this subchapter: |
---|
13248 | 13248 | | (1) is not transacting business in this state within |
---|
13249 | 13249 | | the meaning of Section 9.001, Business Organizations Code; and |
---|
13250 | 13250 | | (2) is qualified to serve in that capacity under |
---|
13251 | 13251 | | Section 501.006. |
---|
13252 | 13252 | | (b) This subchapter is in addition to, and not a limitation |
---|
13253 | 13253 | | on, Subtitles F and G, Title 3, Finance Code. (Tex. Prob. Code, |
---|
13254 | 13254 | | Secs. 105A(c), (d).) |
---|
13255 | 13255 | | Sec. 505.003. AUTHORITY OF FOREIGN CORPORATE FIDUCIARY TO |
---|
13256 | 13256 | | SERVE IN FIDUCIARY CAPACITY. (a) Subject to Subsections (b) and |
---|
13257 | 13257 | | (c) and Section 505.004, a foreign corporate fiduciary may be |
---|
13258 | 13258 | | appointed by will, deed, agreement, declaration, indenture, court |
---|
13259 | 13259 | | order or decree, or otherwise and may serve in this state in any |
---|
13260 | 13260 | | fiduciary capacity, including as: |
---|
13261 | 13261 | | (1) trustee of a personal or corporate trust; |
---|
13262 | 13262 | | (2) executor; |
---|
13263 | 13263 | | (3) administrator; or |
---|
13264 | 13264 | | (4) guardian of the estate. |
---|
13265 | 13265 | | (b) A foreign corporate fiduciary appointed to serve in a |
---|
13266 | 13266 | | fiduciary capacity in this state must have the corporate power to |
---|
13267 | 13267 | | act in that capacity. |
---|
13268 | 13268 | | (c) This section applies only to the extent that the home |
---|
13269 | 13269 | | state of the foreign corporate fiduciary appointed to serve in a |
---|
13270 | 13270 | | fiduciary capacity in this state grants to a corporate fiduciary |
---|
13271 | 13271 | | whose home state is this state the authority to serve in like |
---|
13272 | 13272 | | fiduciary capacity. (Tex. Prob. Code, Sec. 105A(a) (part).) |
---|
13273 | 13273 | | Sec. 505.004. FILING REQUIREMENTS; DESIGNATION. (a) A |
---|
13274 | 13274 | | foreign corporate fiduciary must file the following documents with |
---|
13275 | 13275 | | the secretary of state before qualifying or serving in this state in |
---|
13276 | 13276 | | a fiduciary capacity as authorized by Section 505.003: |
---|
13277 | 13277 | | (1) a copy of the fiduciary's charter, articles of |
---|
13278 | 13278 | | incorporation or of association, and all amendments to those |
---|
13279 | 13279 | | documents, certified by the fiduciary's secretary under the |
---|
13280 | 13280 | | fiduciary's corporate seal; |
---|
13281 | 13281 | | (2) a properly executed written instrument that by the |
---|
13282 | 13282 | | instrument's terms is of indefinite duration and irrevocable, |
---|
13283 | 13283 | | appointing the secretary of state and the secretary of state's |
---|
13284 | 13284 | | successors as the fiduciary's agent for service of process on whom |
---|
13285 | 13285 | | notices and processes issued by a court of this state may be served |
---|
13286 | 13286 | | in an action or proceeding relating to a trust, estate, fund, or |
---|
13287 | 13287 | | other matter within this state with respect to which the fiduciary |
---|
13288 | 13288 | | is acting in a fiduciary capacity, including the acts or defaults of |
---|
13289 | 13289 | | the fiduciary with respect to that trust, estate, or fund; and |
---|
13290 | 13290 | | (3) a written certificate of designation specifying |
---|
13291 | 13291 | | the name and address of the officer, agent, or other person to whom |
---|
13292 | 13292 | | the secretary of state shall forward notices and processes |
---|
13293 | 13293 | | described by Subdivision (2). |
---|
13294 | 13294 | | (b) A foreign corporate fiduciary may change the |
---|
13295 | 13295 | | certificate of designation under Subsection (a)(3) by filing a new |
---|
13296 | 13296 | | certificate. (Tex. Prob. Code, Sec. 105A(b) (part).) |
---|
13297 | 13297 | | Sec. 505.005. SERVICE OF NOTICE OR PROCESS ON SECRETARY OF |
---|
13298 | 13298 | | STATE. (a) On receipt of a notice or process described by Section |
---|
13299 | 13299 | | 505.004(a)(2), the secretary of state shall promptly forward the |
---|
13300 | 13300 | | notice or process by registered or certified mail to the officer, |
---|
13301 | 13301 | | agent, or other person designated by the foreign corporate |
---|
13302 | 13302 | | fiduciary under Section 505.004 to receive the notice or process. |
---|
13303 | 13303 | | (b) Service of notice or process described by Section |
---|
13304 | 13304 | | 505.004(a)(2) on the secretary of state as agent for a foreign |
---|
13305 | 13305 | | corporate fiduciary has the same effect as if personal service had |
---|
13306 | 13306 | | been had in this state on the foreign corporate fiduciary. (Tex. |
---|
13307 | 13307 | | Prob. Code, Sec. 105A(b) (part).) |
---|
13308 | 13308 | | Sec. 505.006. CRIMINAL PENALTY; EFFECT OF CONVICTION. (a) |
---|
13309 | 13309 | | A foreign corporate fiduciary commits an offense if the fiduciary |
---|
13310 | 13310 | | violates this subchapter. |
---|
13311 | 13311 | | (b) An offense under this section is a misdemeanor |
---|
13312 | 13312 | | punishable by a fine not to exceed $5,000. |
---|
13313 | 13313 | | (c) On conviction, the court may prohibit a foreign |
---|
13314 | 13314 | | corporate fiduciary convicted of an offense under this section from |
---|
13315 | 13315 | | thereafter serving in any fiduciary capacity in this state. (Tex. |
---|
13316 | 13316 | | Prob. Code, Sec. 105A(e).) |
---|
13317 | 13317 | | [Sections 505.007-505.050 reserved for expansion] |
---|
13318 | 13318 | | SUBCHAPTER B. FOREIGN EXECUTORS AND TRUSTEES |
---|
13319 | 13319 | | Sec. 505.051. APPLICABILITY OF BOND REQUIREMENT. (a) A |
---|
13320 | 13320 | | foreign executor is not required to give bond if the will appointing |
---|
13321 | 13321 | | the foreign executor provides that the executor may serve without |
---|
13322 | 13322 | | bond. |
---|
13323 | 13323 | | (b) The bond provisions of this title applicable to domestic |
---|
13324 | 13324 | | representatives apply to a foreign executor if the will appointing |
---|
13325 | 13325 | | the foreign executor does not exempt the foreign executor from |
---|
13326 | 13326 | | giving bond. (Tex. Prob. Code, Sec. 106.) |
---|
13327 | 13327 | | Sec. 505.052. POWER TO SELL PROPERTY. (a) If a foreign |
---|
13328 | 13328 | | will has been recorded in the deed records of a county in this state |
---|
13329 | 13329 | | in the manner provided by this subtitle and the will gives an |
---|
13330 | 13330 | | executor or trustee the power to sell property located in this |
---|
13331 | 13331 | | state: |
---|
13332 | 13332 | | (1) an order of a court of this state is not necessary |
---|
13333 | 13333 | | to authorize the executor or trustee to make the sale and execute |
---|
13334 | 13334 | | proper conveyance; and |
---|
13335 | 13335 | | (2) any specific directions the testator gave in the |
---|
13336 | 13336 | | foreign will respecting the sale of the estate property must be |
---|
13337 | 13337 | | followed unless the directions have been annulled or suspended by |
---|
13338 | 13338 | | an order of a court of competent jurisdiction. |
---|
13339 | 13339 | | (b) Notwithstanding Section 501.002(c), the original |
---|
13340 | 13340 | | signatures required by that section may not be required for |
---|
13341 | 13341 | | purposes of this section. (Tex. Prob. Code, Secs. 95(c) (part), |
---|
13342 | 13342 | | 107.) |
---|
13343 | 13343 | | [Sections 505.053-505.100 reserved for expansion] |
---|
13344 | 13344 | | SUBCHAPTER C. RECOVERY OF DEBTS BY FOREIGN EXECUTOR OR |
---|
13345 | 13345 | | ADMINISTRATOR |
---|
13346 | 13346 | | Sec. 505.101. SUIT TO RECOVER DEBT. (a) On giving notice |
---|
13347 | 13347 | | by registered or certified mail to all creditors of a decedent in |
---|
13348 | 13348 | | this state who have filed a claim against the decedent's estate for |
---|
13349 | 13349 | | a debt due to the creditor, a foreign executor or administrator of a |
---|
13350 | 13350 | | person who was a nonresident at the time of death may maintain a |
---|
13351 | 13351 | | suit in this state for the recovery of debts due to the decedent. |
---|
13352 | 13352 | | (b) The plaintiff's letters testamentary or of |
---|
13353 | 13353 | | administration granted by a competent tribunal, properly |
---|
13354 | 13354 | | authenticated, must be filed with the suit. (Tex. Prob. Code, Secs. |
---|
13355 | 13355 | | 107A(a), (b).) |
---|
13356 | 13356 | | Sec. 505.102. JURISDICTION. (a) A foreign executor or |
---|
13357 | 13357 | | administrator who files a suit authorized by Section 505.101 |
---|
13358 | 13358 | | submits personally to the jurisdiction of the courts of this state |
---|
13359 | 13359 | | in a proceeding relating to the recovery of a debt owed to a |
---|
13360 | 13360 | | resident of this state by the decedent whose estate the executor or |
---|
13361 | 13361 | | administrator represents. |
---|
13362 | 13362 | | (b) Jurisdiction under this section is limited to the amount |
---|
13363 | 13363 | | of money or value of personal property recovered in this state by |
---|
13364 | 13364 | | the foreign executor or administrator. (Tex. Prob. Code, Sec. |
---|
13365 | 13365 | | 107A(c).) |
---|
13366 | 13366 | | Sec. 505.103. RESTRICTION ON SUIT BROUGHT BY FOREIGN |
---|
13367 | 13367 | | EXECUTOR OR ADMINISTRATOR. A suit may not be maintained in this |
---|
13368 | 13368 | | state by a foreign executor or administrator for a decedent's |
---|
13369 | 13369 | | estate under this subchapter if there is: |
---|
13370 | 13370 | | (1) an executor or administrator of the decedent's |
---|
13371 | 13371 | | estate qualified by a court of this state; or |
---|
13372 | 13372 | | (2) a pending application in this state for the |
---|
13373 | 13373 | | appointment of an executor or administrator of the decedent's |
---|
13374 | 13374 | | estate. (Tex. Prob. Code, Sec. 107A(d).) |
---|
13375 | 13375 | | [Chapters 506-550 reserved for expansion] |
---|
13376 | 13376 | | SUBTITLE L. PAYMENT OF ESTATES INTO TREASURY |
---|
13377 | 13377 | | CHAPTER 551. PAYMENT OF CERTAIN ESTATES TO STATE |
---|
13378 | 13378 | | SUBCHAPTER A. PAYMENT OF CERTAIN FUNDS TO STATE |
---|
13379 | 13379 | | Sec. 551.001. PAYMENT OF CERTAIN SHARES OF ESTATE TO |
---|
13380 | 13380 | | STATE |
---|
13381 | 13381 | | Sec. 551.002. PAYMENT OF PORTION THAT IS IN MONEY |
---|
13382 | 13382 | | Sec. 551.003. PAYMENT OF PORTION THAT IS NOT IN MONEY |
---|
13383 | 13383 | | Sec. 551.004. COMPENSATION TO EXECUTOR OR |
---|
13384 | 13384 | | ADMINISTRATOR |
---|
13385 | 13385 | | Sec. 551.005. COMPTROLLER INDISPENSABLE PARTY |
---|
13386 | 13386 | | Sec. 551.006. COMPTROLLER'S RECEIPT |
---|
13387 | 13387 | | [Sections 551.007-551.050 reserved for expansion] |
---|
13388 | 13388 | | SUBCHAPTER B. RECOVERY OF FUNDS PAID TO STATE |
---|
13389 | 13389 | | Sec. 551.051. RECOVERY OF FUNDS |
---|
13390 | 13390 | | Sec. 551.052. ACTION FOR RECOVERY |
---|
13391 | 13391 | | Sec. 551.053. JUDGMENT |
---|
13392 | 13392 | | Sec. 551.054. PAYMENT OF COSTS |
---|
13393 | 13393 | | Sec. 551.055. REPRESENTATION OF COMPTROLLER |
---|
13394 | 13394 | | [Sections 551.056-551.100 reserved for expansion] |
---|
13395 | 13395 | | SUBCHAPTER C. PENALTIES; ENFORCEMENT |
---|
13396 | 13396 | | Sec. 551.101. LIABILITY OF COURT CLERK; PENALTY |
---|
13397 | 13397 | | Sec. 551.102. DAMAGES FOR FAILURE TO MAKE PAYMENTS |
---|
13398 | 13398 | | Sec. 551.103. ENFORCEMENT OF PAYMENT AND DAMAGES; |
---|
13399 | 13399 | | RECOVERY ON BOND |
---|
13400 | 13400 | | CHAPTER 551. PAYMENT OF CERTAIN ESTATES TO STATE |
---|
13401 | 13401 | | SUBCHAPTER A. PAYMENT OF CERTAIN FUNDS TO STATE |
---|
13402 | 13402 | | Sec. 551.001. PAYMENT OF CERTAIN SHARES OF ESTATE TO STATE. |
---|
13403 | 13403 | | (a) The court, by written order, shall require the executor or |
---|
13404 | 13404 | | administrator of an estate to pay to the comptroller as provided by |
---|
13405 | 13405 | | this subchapter the share of that estate of a person entitled to |
---|
13406 | 13406 | | that share who does not demand the share from the executor or |
---|
13407 | 13407 | | administrator within six months after the date of, as applicable: |
---|
13408 | 13408 | | (1) a court order approving the report of the |
---|
13409 | 13409 | | commissioners of partition made under Section 360.154; or |
---|
13410 | 13410 | | (2) the settlement of the final account of the |
---|
13411 | 13411 | | executor or administrator. |
---|
13412 | 13412 | | (b) This section does not apply to the share of an estate to |
---|
13413 | 13413 | | which a resident minor without a guardian is entitled. (Tex. Prob. |
---|
13414 | 13414 | | Code, Sec. 427 (part).) |
---|
13415 | 13415 | | Sec. 551.002. PAYMENT OF PORTION THAT IS IN MONEY. The |
---|
13416 | 13416 | | executor or administrator shall pay the portion of the share |
---|
13417 | 13417 | | subject to Section 551.001 that is in money to the comptroller. |
---|
13418 | 13418 | | (Tex. Prob. Code, Sec. 427 (part).) |
---|
13419 | 13419 | | Sec. 551.003. PAYMENT OF PORTION THAT IS NOT IN MONEY. (a) |
---|
13420 | 13420 | | The court's order under Section 551.001 must require the executor |
---|
13421 | 13421 | | or administrator to: |
---|
13422 | 13422 | | (1) sell, on terms determined best by the court, the |
---|
13423 | 13423 | | portion of a share subject to that section that is in property other |
---|
13424 | 13424 | | than money; and |
---|
13425 | 13425 | | (2) on collection of the proceeds of the sale, pay the |
---|
13426 | 13426 | | proceeds to the comptroller. |
---|
13427 | 13427 | | (b) An action to recover the proceeds of a sale under this |
---|
13428 | 13428 | | section is governed by Subchapter B. (Tex. Prob. Code, Sec. 427 |
---|
13429 | 13429 | | (part).) |
---|
13430 | 13430 | | Sec. 551.004. COMPENSATION TO EXECUTOR OR ADMINISTRATOR. |
---|
13431 | 13431 | | The executor or administrator is entitled to reasonable |
---|
13432 | 13432 | | compensation for services performed under Section 551.003. (Tex. |
---|
13433 | 13433 | | Prob. Code, Sec. 427 (part).) |
---|
13434 | 13434 | | Sec. 551.005. COMPTROLLER INDISPENSABLE PARTY. (a) The |
---|
13435 | 13435 | | comptroller is an indispensable party to a judicial or |
---|
13436 | 13436 | | administrative proceeding concerning the disposition and handling |
---|
13437 | 13437 | | of any share of an estate that is or may be payable to the |
---|
13438 | 13438 | | comptroller under Section 551.001. |
---|
13439 | 13439 | | (b) The clerk of a court that orders an executor or |
---|
13440 | 13440 | | administrator to pay funds to the comptroller under Section 551.001 |
---|
13441 | 13441 | | shall serve on the comptroller, by personal service of citation, a |
---|
13442 | 13442 | | certified copy of the court order not later than the fifth day after |
---|
13443 | 13443 | | the date the order is issued. (Tex. Prob. Code, Sec. 428.) |
---|
13444 | 13444 | | Sec. 551.006. COMPTROLLER'S RECEIPT. (a) An executor or |
---|
13445 | 13445 | | administrator who pays to the comptroller under this subchapter any |
---|
13446 | 13446 | | funds of the estate represented by the executor or administrator |
---|
13447 | 13447 | | shall: |
---|
13448 | 13448 | | (1) obtain from the comptroller a receipt for the |
---|
13449 | 13449 | | payment, with official seal attached; and |
---|
13450 | 13450 | | (2) file the receipt with the clerk of the court that |
---|
13451 | 13451 | | orders the payment. |
---|
13452 | 13452 | | (b) The court clerk shall record the comptroller's receipt |
---|
13453 | 13453 | | in the minutes of the court. (Tex. Prob. Code, Sec. 430.) |
---|
13454 | 13454 | | [Sections 551.007-551.050 reserved for expansion] |
---|
13455 | 13455 | | SUBCHAPTER B. RECOVERY OF FUNDS PAID TO STATE |
---|
13456 | 13456 | | Sec. 551.051. RECOVERY OF FUNDS. If funds of an estate have |
---|
13457 | 13457 | | been paid to the comptroller under this chapter, an heir or devisee |
---|
13458 | 13458 | | or an assignee of an heir or devisee may recover the share of the |
---|
13459 | 13459 | | funds to which the heir, devisee, or assignee is entitled. (Tex. |
---|
13460 | 13460 | | Prob. Code, Sec. 433(a) (part).) |
---|
13461 | 13461 | | Sec. 551.052. ACTION FOR RECOVERY. (a) A person claiming |
---|
13462 | 13462 | | funds under Section 551.051 must bring an action, on or before the |
---|
13463 | 13463 | | fourth anniversary of the date of the order requiring payment under |
---|
13464 | 13464 | | this chapter to the comptroller, by filing a petition in the |
---|
13465 | 13465 | | district court of Travis County against the comptroller. The |
---|
13466 | 13466 | | petition must set forth: |
---|
13467 | 13467 | | (1) the plaintiff's right to the funds; and |
---|
13468 | 13468 | | (2) the amount claimed by the plaintiff. |
---|
13469 | 13469 | | (b) On the filing of a petition under Subsection (a), the |
---|
13470 | 13470 | | court clerk shall issue a citation for the comptroller to appear and |
---|
13471 | 13471 | | represent the interest of this state in the action. The citation |
---|
13472 | 13472 | | must be served by personal service. |
---|
13473 | 13473 | | (c) Proceedings in an action brought under this section are |
---|
13474 | 13474 | | governed by the rules applicable to other civil actions. (Tex. |
---|
13475 | 13475 | | Prob. Code, Secs. 433(a) (part), (b) (part), (c) (part).) |
---|
13476 | 13476 | | Sec. 551.053. JUDGMENT. (a) If a plaintiff establishes the |
---|
13477 | 13477 | | plaintiff's right to funds claimed under this subchapter, the court |
---|
13478 | 13478 | | shall award a judgment that specifies the amount to which the |
---|
13479 | 13479 | | plaintiff is entitled. |
---|
13480 | 13480 | | (b) A certified copy of the judgment constitutes sufficient |
---|
13481 | 13481 | | authority for the comptroller to pay the judgment. (Tex. Prob. |
---|
13482 | 13482 | | Code, Sec. 433(c) (part).) |
---|
13483 | 13483 | | Sec. 551.054. PAYMENT OF COSTS. The costs of an action |
---|
13484 | 13484 | | brought under this subchapter shall be adjudged against the |
---|
13485 | 13485 | | plaintiff. The plaintiff may be required to secure the costs. |
---|
13486 | 13486 | | (Tex. Prob. Code, Sec. 433(d).) |
---|
13487 | 13487 | | Sec. 551.055. REPRESENTATION OF COMPTROLLER. As the |
---|
13488 | 13488 | | comptroller elects and with the approval of the attorney general, |
---|
13489 | 13489 | | the attorney general, the county attorney or criminal district |
---|
13490 | 13490 | | attorney for the county, or the district attorney for the district |
---|
13491 | 13491 | | shall represent the comptroller in an action brought under this |
---|
13492 | 13492 | | subchapter. (Tex. Prob. Code, Sec. 433(b) (part).) |
---|
13493 | 13493 | | [Sections 551.056-551.100 reserved for expansion] |
---|
13494 | 13494 | | SUBCHAPTER C. PENALTIES; ENFORCEMENT |
---|
13495 | 13495 | | Sec. 551.101. LIABILITY OF COURT CLERK; PENALTY. (a) A |
---|
13496 | 13496 | | court clerk who fails to timely comply with Section 551.005(b) is |
---|
13497 | 13497 | | liable for a $100 penalty. |
---|
13498 | 13498 | | (b) The penalty under Subsection (a) shall be recovered |
---|
13499 | 13499 | | through an action brought in the name of this state, after personal |
---|
13500 | 13500 | | service of citation, on the information of any resident. Half of |
---|
13501 | 13501 | | the penalty shall be paid to the informer and the other half to this |
---|
13502 | 13502 | | state. (Tex. Prob. Code, Sec. 429.) |
---|
13503 | 13503 | | Sec. 551.102. DAMAGES FOR FAILURE TO MAKE PAYMENTS. (a) An |
---|
13504 | 13504 | | executor or administrator who fails to pay funds of an estate to the |
---|
13505 | 13505 | | comptroller as required by an order under Section 551.001 on or |
---|
13506 | 13506 | | before the 30th day after the date of the order is liable, after |
---|
13507 | 13507 | | personal service of citation charging that failure and after proof |
---|
13508 | 13508 | | of the failure, for damages. The damages: |
---|
13509 | 13509 | | (1) accrue at the rate of five percent of the amount of |
---|
13510 | 13510 | | the funds per month for each month or fraction of a month after the |
---|
13511 | 13511 | | 30th day after the date of the order that the executor or |
---|
13512 | 13512 | | administrator fails to make the payment; and |
---|
13513 | 13513 | | (2) must be paid to the comptroller out of the |
---|
13514 | 13514 | | executor's or administrator's own estate. |
---|
13515 | 13515 | | (b) Damages under this section may be recovered in any court |
---|
13516 | 13516 | | of competent jurisdiction. (Tex. Prob. Code, Sec. 431.) |
---|
13517 | 13517 | | Sec. 551.103. ENFORCEMENT OF PAYMENT AND DAMAGES; RECOVERY |
---|
13518 | 13518 | | ON BOND. (a) The comptroller may apply in the name of this state to |
---|
13519 | 13519 | | the court that issued an order for the payment of funds of an estate |
---|
13520 | 13520 | | under this chapter to enforce the payment of: |
---|
13521 | 13521 | | (1) funds the executor or administrator has failed to |
---|
13522 | 13522 | | pay to the comptroller under the order; and |
---|
13523 | 13523 | | (2) any damages that have accrued under Section |
---|
13524 | 13524 | | 551.102. |
---|
13525 | 13525 | | (b) The court shall enforce the payment under Subsection (a) |
---|
13526 | 13526 | | in the manner prescribed for enforcement of other payment orders. |
---|
13527 | 13527 | | (c) In addition to the action under Subsection (a), the |
---|
13528 | 13528 | | comptroller may bring an action in the name of this state against |
---|
13529 | 13529 | | the executor or administrator and the sureties on the executor's or |
---|
13530 | 13530 | | administrator's bond for the recovery of the funds ordered to be |
---|
13531 | 13531 | | paid and any accrued damages. |
---|
13532 | 13532 | | (d) The county attorney or criminal district attorney for |
---|
13533 | 13533 | | the county, the district attorney for the district, or the attorney |
---|
13534 | 13534 | | general, at the election of the comptroller and with the approval of |
---|
13535 | 13535 | | the attorney general, shall represent the comptroller in all |
---|
13536 | 13536 | | proceedings under this section, and shall also represent the |
---|
13537 | 13537 | | interests of this state in all other matters arising under this |
---|
13538 | 13538 | | code. (Tex. Prob. Code, Sec. 432.) |
---|
13539 | 13539 | | [Chapters 552-600 reserved for expansion] |
---|
13540 | 13540 | | SUBTITLE M. DURABLE POWERS OF ATTORNEY |
---|
13541 | 13541 | | [Chapters 601-650 reserved for expansion] |
---|
13542 | 13542 | | [Subtitles N-W reserved for expansion] |
---|
13543 | 13543 | | SUBTITLE X. TEXAS PROBATE CODE: SCOPE, JURISDICTION, AND COURTS |
---|
13544 | 13544 | | CHAPTER I. GENERAL PROVISIONS |
---|
13545 | 13545 | | [Reserved for expansion] |
---|
13546 | 13546 | | SUBTITLE Y. TEXAS PROBATE CODE: INDEPENDENT ADMINISTRATION |
---|
13547 | 13547 | | CHAPTER VI. SPECIAL TYPES OF ADMINISTRATION |
---|
13548 | 13548 | | PART 4. INDEPENDENT ADMINISTRATION |
---|
13549 | 13549 | | [Reserved for expansion] |
---|
13550 | 13550 | | SUBTITLE Z. TEXAS PROBATE CODE: DURABLE POWERS OF ATTORNEY |
---|
13551 | 13551 | | [Reserved for expansion] |
---|
13552 | 13552 | | [Titles 3-24 reserved for expansion] |
---|
13553 | 13553 | | TITLE 25. TEXAS PROBATE CODE: GUARDIANSHIP |
---|
13554 | 13554 | | [Reserved for expansion] |
---|
13555 | 13555 | | SECTION 2. TRANSFER AND REDESIGNATION. Sections 2, 4, 5, |
---|
13556 | 13556 | | 5A, 5B, 5C, 6, and 8, Texas Probate Code, are transferred to Chapter |
---|
13557 | 13557 | | I, Subtitle X, Title 2, Estates Code, as added by Section 1 of this |
---|
13558 | 13558 | | Act, and redesignated as Sections 2, 4, 5, 5A, 5B, 5C, 6, and 8, |
---|
13559 | 13559 | | Estates Code, respectively. |
---|
13560 | 13560 | | SECTION 3. TRANSFER AND REDESIGNATION. Sections 145 |
---|
13561 | 13561 | | through 154A, Texas Probate Code, are transferred to Part 4, |
---|
13562 | 13562 | | Chapter VI, Subtitle Y, Title 2, Estates Code, as added by Section 1 |
---|
13563 | 13563 | | of this Act, and redesignated as Sections 145 through 154A, Estates |
---|
13564 | 13564 | | Code, respectively. |
---|
13565 | 13565 | | SECTION 4. TRANSFER AND REDESIGNATION. Chapter XII, Texas |
---|
13566 | 13566 | | Probate Code, is transferred to Subtitle Z, Title 2, Estates Code, |
---|
13567 | 13567 | | as added by Section 1 of this Act, and Sections 481 through 506 of |
---|
13568 | 13568 | | that chapter are redesignated as Sections 481 through 506, Estates |
---|
13569 | 13569 | | Code, respectively. |
---|
13570 | 13570 | | SECTION 5. TRANSFER AND REDESIGNATION. Chapter XIII, Texas |
---|
13571 | 13571 | | Probate Code, is transferred to Title 25, Estates Code, as added by |
---|
13572 | 13572 | | Section 1 of this Act, and redesignated as Chapter XIII of that |
---|
13573 | 13573 | | title, and Sections 601 through 905 of that chapter are |
---|
13574 | 13574 | | redesignated as Sections 601 through 905, Estates Code, |
---|
13575 | 13575 | | respectively. |
---|
13576 | 13576 | | SECTION 6. CONFORMING AMENDMENT. Section 2, Texas Probate |
---|
13577 | 13577 | | Code, redesignated as Section 2, Estates Code, by Section 2 of this |
---|
13578 | 13578 | | Act, is amended to read as follows: |
---|
13579 | 13579 | | Sec. 2. EFFECTIVE DATE AND APPLICATION. [(a) Effective Date. |
---|
13580 | 13580 | | This Code shall take effect and be in force on and after January 1, |
---|
13581 | 13581 | | 1956. The procedure herein prescribed shall govern all probate |
---|
13582 | 13582 | | proceedings in county and probate courts brought after the |
---|
13583 | 13583 | | effective date of this Act, and also all further procedure in |
---|
13584 | 13584 | | proceedings in probate then pending, except to the extent that in |
---|
13585 | 13585 | | the opinion of the court, with respect to proceedings in probate |
---|
13586 | 13586 | | then pending, its application in particular proceedings or parts |
---|
13587 | 13587 | | thereof would not be feasible or would work injustice, in which |
---|
13588 | 13588 | | event the former procedure shall apply. |
---|
13589 | 13589 | | [(b) Rights Not Affected. No act done in any proceeding |
---|
13590 | 13590 | | commenced before this Code takes effect, and no accrued right, |
---|
13591 | 13591 | | shall be impaired by the provisions of this Code. When a right is |
---|
13592 | 13592 | | acquired, extinguished, or barred upon the expiration of a |
---|
13593 | 13593 | | prescribed period of time which has commenced to run by the |
---|
13594 | 13594 | | provision of any statute in force before this Code takes effect, |
---|
13595 | 13595 | | such provision shall remain in force and be deemed a part of this |
---|
13596 | 13596 | | Code with respect to such right. All things properly done under any |
---|
13597 | 13597 | | previously existing statute prior to the taking effect of this Code |
---|
13598 | 13598 | | shall be treated as valid. Where citation or other process or |
---|
13599 | 13599 | | notice is issued and served in compliance with existing statutes |
---|
13600 | 13600 | | prior to the taking effect of this Code, the party upon whom such |
---|
13601 | 13601 | | citation or other process has been served shall have the time |
---|
13602 | 13602 | | provided for under such previously existing statutes in which to |
---|
13603 | 13603 | | comply therewith. |
---|
13604 | 13604 | | [(c) Subdivisions Have No Legal Effect. The division of this |
---|
13605 | 13605 | | Code into Chapters, Parts, Sections, Subsections, and Paragraphs is |
---|
13606 | 13606 | | solely for convenience and shall have no legal effect. |
---|
13607 | 13607 | | [(d) Severability. If any provision of this Code, or the |
---|
13608 | 13608 | | application thereof to any person or circumstance, is held invalid, |
---|
13609 | 13609 | | such invalidity shall not affect other provisions or applications |
---|
13610 | 13610 | | of the Code which can be given effect without the invalid provision |
---|
13611 | 13611 | | or application, and to this end the provisions of this Code are |
---|
13612 | 13612 | | declared to be severable, and the Legislature hereby states that it |
---|
13613 | 13613 | | would have enacted such portions of the Code which can lawfully be |
---|
13614 | 13614 | | given effect regardless of the possible invalidity of other |
---|
13615 | 13615 | | provisions of the Code.] |
---|
13616 | 13616 | | (e) Nature of Proceeding. The administration of the estate |
---|
13617 | 13617 | | of a decedent, from the filing of the application for probate and |
---|
13618 | 13618 | | administration, or for administration, until the decree of final |
---|
13619 | 13619 | | distribution and the discharge of the last personal representative, |
---|
13620 | 13620 | | shall be considered as one proceeding for purposes of jurisdiction. |
---|
13621 | 13621 | | The entire proceeding is a proceeding in rem. |
---|
13622 | 13622 | | SECTION 7. CONFORMING AMENDMENT. Section 145(q), Texas |
---|
13623 | 13623 | | Probate Code, redesignated as Section 145(q), Estates Code, by |
---|
13624 | 13624 | | Section 3 of this Act, is amended to read as follows: |
---|
13625 | 13625 | | (q) Absent proof of fraud or collusion on the part of a |
---|
13626 | 13626 | | judge, no judge may be held civilly liable for the commission of |
---|
13627 | 13627 | | misdeeds or the omission of any required act of any person, firm, or |
---|
13628 | 13628 | | corporation designated as an independent executor or independent |
---|
13629 | 13629 | | administrator under Subsections (c), (d), and (e) of the section. |
---|
13630 | 13630 | | [Section 36 of this code does not apply to the appointment of an |
---|
13631 | 13631 | | independent executor or administrator under Subsection (c), (d), or |
---|
13632 | 13632 | | (e) of this section.] |
---|
13633 | 13633 | | SECTION 8. CONFORMING AMENDMENT. Section 154A(i), Texas |
---|
13634 | 13634 | | Probate Code, redesignated as Section 154A(i), Estates Code, by |
---|
13635 | 13635 | | Section 3 of this Act, is amended to read as follows: |
---|
13636 | 13636 | | (i) Absent proof of fraud or collusion on the part of a |
---|
13637 | 13637 | | judge, the judge may not be held civilly liable for the commission |
---|
13638 | 13638 | | of misdeeds or the omission of any required act of any person, firm, |
---|
13639 | 13639 | | or corporation designated as a successor independent executor under |
---|
13640 | 13640 | | this section. [Section 36 of this code does not apply to an |
---|
13641 | 13641 | | appointment of a successor independent executor under this |
---|
13642 | 13642 | | section.] |
---|
13643 | 13643 | | SECTION 9. CONFORMING AMENDMENT. Section 490(a), Texas |
---|
13644 | 13644 | | Probate Code, redesignated as Section 490(a), Estates Code, by |
---|
13645 | 13645 | | Section 4 of this Act, is amended to read as follows: |
---|
13646 | 13646 | | (a) The following form is known as a "statutory durable |
---|
13647 | 13647 | | power of attorney." A person may use a statutory durable power of |
---|
13648 | 13648 | | attorney to grant an attorney in fact or agent powers with respect |
---|
13649 | 13649 | | to a person's property and financial matters. A power of attorney |
---|
13650 | 13650 | | in substantially the following form has the meaning and effect |
---|
13651 | 13651 | | prescribed by this chapter. The validity of a power of attorney as |
---|
13652 | 13652 | | meeting the requirements of a statutory durable power of attorney |
---|
13653 | 13653 | | is not affected by the fact that one or more of the categories of |
---|
13654 | 13654 | | optional powers listed in the form are struck or the form includes |
---|
13655 | 13655 | | specific limitations on or additions to the attorney in fact's or |
---|
13656 | 13656 | | agent's powers. |
---|
13657 | 13657 | | The following form is not exclusive, and other forms of power |
---|
13658 | 13658 | | of attorney may be used. |
---|
13659 | 13659 | | STATUTORY DURABLE POWER OF ATTORNEY |
---|
13660 | 13660 | | NOTICE: THE POWERS GRANTED BY THIS DOCUMENT ARE BROAD AND SWEEPING. |
---|
13661 | 13661 | | THEY ARE EXPLAINED IN THE DURABLE POWER OF ATTORNEY ACT, CHAPTER |
---|
13662 | 13662 | | XII, ESTATES [TEXAS PROBATE] CODE. IF YOU HAVE ANY QUESTIONS ABOUT |
---|
13663 | 13663 | | THESE POWERS, OBTAIN COMPETENT LEGAL ADVICE. THIS DOCUMENT DOES NOT |
---|
13664 | 13664 | | AUTHORIZE ANYONE TO MAKE MEDICAL AND OTHER HEALTH-CARE DECISIONS |
---|
13665 | 13665 | | FOR YOU. YOU MAY REVOKE THIS POWER OF ATTORNEY IF YOU LATER WISH TO |
---|
13666 | 13666 | | DO SO. |
---|
13667 | 13667 | | I, __________ (insert your name and address), appoint |
---|
13668 | 13668 | | __________ (insert the name and address of the person appointed) as |
---|
13669 | 13669 | | my agent (attorney-in-fact) to act for me in any lawful way with |
---|
13670 | 13670 | | respect to all of the following powers except for a power that I |
---|
13671 | 13671 | | have crossed out below. |
---|
13672 | 13672 | | TO WITHHOLD A POWER, YOU MUST CROSS OUT EACH POWER |
---|
13673 | 13673 | | WITHHELD. |
---|
13674 | 13674 | | Real property transactions; |
---|
13675 | 13675 | | Tangible personal property transactions; |
---|
13676 | 13676 | | Stock and bond transactions; |
---|
13677 | 13677 | | Commodity and option transactions; |
---|
13678 | 13678 | | Banking and other financial institution transactions; |
---|
13679 | 13679 | | Business operating transactions; |
---|
13680 | 13680 | | Insurance and annuity transactions; |
---|
13681 | 13681 | | Estate, trust, and other beneficiary transactions; |
---|
13682 | 13682 | | Claims and litigation; |
---|
13683 | 13683 | | Personal and family maintenance; |
---|
13684 | 13684 | | Benefits from social security, Medicare, Medicaid, or other |
---|
13685 | 13685 | | governmental programs or civil or military service; |
---|
13686 | 13686 | | Retirement plan transactions; |
---|
13687 | 13687 | | Tax matters. |
---|
13688 | 13688 | | IF NO POWER LISTED ABOVE IS CROSSED OUT, THIS DOCUMENT SHALL |
---|
13689 | 13689 | | BE CONSTRUED AND INTERPRETED AS A GENERAL POWER OF ATTORNEY AND MY |
---|
13690 | 13690 | | AGENT (ATTORNEY IN FACT) SHALL HAVE THE POWER AND AUTHORITY TO |
---|
13691 | 13691 | | PERFORM OR UNDERTAKE ANY ACTION I COULD PERFORM OR UNDERTAKE IF I |
---|
13692 | 13692 | | WERE PERSONALLY PRESENT. |
---|
13693 | 13693 | | SPECIAL INSTRUCTIONS: |
---|
13694 | 13694 | | Special instructions applicable to gifts (initial in front of |
---|
13695 | 13695 | | the following sentence to have it apply): |
---|
13696 | 13696 | | I grant my agent (attorney in fact) the power to apply my |
---|
13697 | 13697 | | property to make gifts, except that the amount of a gift to an |
---|
13698 | 13698 | | individual may not exceed the amount of annual exclusions allowed |
---|
13699 | 13699 | | from the federal gift tax for the calendar year of the gift. |
---|
13700 | 13700 | | ON THE FOLLOWING LINES YOU MAY GIVE SPECIAL INSTRUCTIONS |
---|
13701 | 13701 | | LIMITING OR EXTENDING THE POWERS GRANTED TO YOUR AGENT. |
---|
13702 | 13702 | | ________________________________________________________________ |
---|
13703 | 13703 | | ________________________________________________________________ |
---|
13704 | 13704 | | ________________________________________________________________ |
---|
13705 | 13705 | | ________________________________________________________________ |
---|
13706 | 13706 | | ________________________________________________________________ |
---|
13707 | 13707 | | ________________________________________________________________ |
---|
13708 | 13708 | | ________________________________________________________________ |
---|
13709 | 13709 | | ________________________________________________________________ |
---|
13710 | 13710 | | ________________________________________________________________ |
---|
13711 | 13711 | | UNLESS YOU DIRECT OTHERWISE ABOVE, THIS POWER OF ATTORNEY IS |
---|
13712 | 13712 | | EFFECTIVE IMMEDIATELY AND WILL CONTINUE UNTIL IT IS REVOKED. |
---|
13713 | 13713 | | CHOOSE ONE OF THE FOLLOWING ALTERNATIVES BY CROSSING OUT THE |
---|
13714 | 13714 | | ALTERNATIVE NOT CHOSEN: |
---|
13715 | 13715 | | (A) This power of attorney is not affected by my subsequent |
---|
13716 | 13716 | | disability or incapacity. |
---|
13717 | 13717 | | (B) This power of attorney becomes effective upon my |
---|
13718 | 13718 | | disability or incapacity. |
---|
13719 | 13719 | | YOU SHOULD CHOOSE ALTERNATIVE (A) IF THIS POWER OF ATTORNEY |
---|
13720 | 13720 | | IS TO BECOME EFFECTIVE ON THE DATE IT IS EXECUTED. |
---|
13721 | 13721 | | IF NEITHER (A) NOR (B) IS CROSSED OUT, IT WILL BE ASSUMED THAT |
---|
13722 | 13722 | | YOU CHOSE ALTERNATIVE (A). |
---|
13723 | 13723 | | If Alternative (B) is chosen and a definition of my |
---|
13724 | 13724 | | disability or incapacity is not contained in this power of |
---|
13725 | 13725 | | attorney, I shall be considered disabled or incapacitated for |
---|
13726 | 13726 | | purposes of this power of attorney if a physician certifies in |
---|
13727 | 13727 | | writing at a date later than the date this power of attorney is |
---|
13728 | 13728 | | executed that, based on the physician's medical examination of me, |
---|
13729 | 13729 | | I am mentally incapable of managing my financial affairs. I |
---|
13730 | 13730 | | authorize the physician who examines me for this purpose to |
---|
13731 | 13731 | | disclose my physical or mental condition to another person for |
---|
13732 | 13732 | | purposes of this power of attorney. A third party who accepts this |
---|
13733 | 13733 | | power of attorney is fully protected from any action taken under |
---|
13734 | 13734 | | this power of attorney that is based on the determination made by a |
---|
13735 | 13735 | | physician of my disability or incapacity. |
---|
13736 | 13736 | | I agree that any third party who receives a copy of this |
---|
13737 | 13737 | | document may act under it. Revocation of the durable power of |
---|
13738 | 13738 | | attorney is not effective as to a third party until the third party |
---|
13739 | 13739 | | receives actual notice of the revocation. I agree to indemnify the |
---|
13740 | 13740 | | third party for any claims that arise against the third party |
---|
13741 | 13741 | | because of reliance on this power of attorney. |
---|
13742 | 13742 | | If any agent named by me dies, becomes legally disabled, |
---|
13743 | 13743 | | resigns, or refuses to act, I name the following (each to act alone |
---|
13744 | 13744 | | and successively, in the order named) as successor(s) to that |
---|
13745 | 13745 | | agent: __________. |
---|
13746 | 13746 | | Signed this ______ day of __________, [19]_____________ |
---|
13747 | 13747 | | ___________________________ |
---|
13748 | 13748 | | (your signature) |
---|
13749 | 13749 | | State of _______________________ |
---|
13750 | 13750 | | County of ______________________ |
---|
13751 | 13751 | | This document was acknowledged before me on ____________(date) by |
---|
13752 | 13752 | | ________________________ |
---|
13753 | 13753 | | (name of principal) |
---|
13754 | 13754 | | ______________________________ |
---|
13755 | 13755 | | (signature of notarial officer) |
---|
13756 | 13756 | | (Seal, if any, of notary) _____________________________________ |
---|
13757 | 13757 | | (printed name) |
---|
13758 | 13758 | | My commission expires: _____________ |
---|
13759 | 13759 | | THE ATTORNEY IN FACT OR AGENT, BY ACCEPTING OR ACTING UNDER |
---|
13760 | 13760 | | THE APPOINTMENT, ASSUMES THE FIDUCIARY AND OTHER LEGAL |
---|
13761 | 13761 | | RESPONSIBILITIES OF AN AGENT. |
---|
13762 | 13762 | | SECTION 10. REPEALER. (a) Sections 3, 9, 10, 10A, 10B, 10C, |
---|
13763 | 13763 | | 11, 11A, 12, 13, 14, 15, 16, 17, 17A, 18, 19, 20, 21, 22, 23, 24, 25, |
---|
13764 | 13764 | | 26, 27, 28, 29, 31, 32, 33, 34, 34A, 35, 36, 36B, 36C, 36D, 36E, 36F, |
---|
13765 | 13765 | | 37, 37A, 37B, 37C, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 47A, 48, |
---|
13766 | 13766 | | 49, 50, 51, 52, 52A, 53, 53A, 53B, 53C, 53D, 53E, 54, 55, 56, 57, 58, |
---|
13767 | 13767 | | 58a, 58b, 58c, 59, 59A, 60, 61, 62, 63, 67, 68, 69, 69A, 70, 70A, 71, |
---|
13768 | 13768 | | 71A, 72, 73, 74, 75, 76, 77, 78, 79, 80, 81, 82, 83, 84, 85, 87, 88, |
---|
13769 | 13769 | | 89, 89A, 89B, 89C, 90, 91, 92, 93, 94, 95, 96, 97, 98, 99, 100, 101, |
---|
13770 | 13770 | | 102, 103, 104, 105, 105A, 106, 107, 107A, 108, 109, 110, 111, 112, |
---|
13771 | 13771 | | 113, 114, 115, 128, 128A, 128B, 129, 129A, 131A, 132, 133, 134, 135, |
---|
13772 | 13772 | | 137, 138, 139, 140, 141, 142, 143, 155, 156, 160, 168, 176, 177, |
---|
13773 | 13773 | | 178, 179, 180, 181, 182, 183, 186, 187, 188, 189, 190, 192, 194, |
---|
13774 | 13774 | | 195, 196, 197, 198, 199, 200, 201, 202, 203, 204, 205, 206, 207, |
---|
13775 | 13775 | | 208, 209, 210, 211, 212, 213, 214, 215, 216, 217, 218, 220, 221, |
---|
13776 | 13776 | | 221A, 221B, 222, 222A, 223, 224, 225, 226, 227, 230, 232, 233, 233A, |
---|
13777 | 13777 | | 234, 235, 238, 238A, 239, 240, 241, 242, 243, 244, 245, 249, 250, |
---|
13778 | 13778 | | 251, 252, 253, 255, 256, 257, 258, 259, 260, 261, 262, 263, 264, |
---|
13779 | 13779 | | 265, 266, 267, 268, 269, 270, 271, 272, 273, 274, 275, 276, 277, |
---|
13780 | 13780 | | 278, 279, 280, 281, 282, 283, 284, 285, 286, 287, 288, 289, 290, |
---|
13781 | 13781 | | 291, 292, 293, 294, 295, 296, 297, 298, 299, 301, 302, 303, 304, |
---|
13782 | 13782 | | 306, 307, 308, 309, 310, 311, 312, 313, 314, 315, 316, 317, 318, |
---|
13783 | 13783 | | 319, 320, 320A, 321, 322, 322A, 322B, 323, 324, 326, 328, 329, 331, |
---|
13784 | 13784 | | 332, 333, 334, 335, 336, 337, 338, 339, 340, 341, 342, 344, 345, |
---|
13785 | 13785 | | 345A, 346, 347, 348, 349, 350, 351, 352, 353, 354, 355, 356, 357, |
---|
13786 | 13786 | | 358, 359, 360, 361, 362, 363, 364, 365, 366, 367, 368, 369, 370, |
---|
13787 | 13787 | | 371, 372, 373, 374, 375, 377, 378, 378A, 378B, 379, 380, 381, 382, |
---|
13788 | 13788 | | 384, 385, 386, 387, 398A, 399, 400, 401, 402, 403, 404, 405, 405A, |
---|
13789 | 13789 | | 406, 407, 408, 409, 410, 412, 414, 427, 428, 429, 430, 431, 432, |
---|
13790 | 13790 | | 433, 436, 437, 438, 438A, 439, 439A, 440, 441, 442, 443, 444, 445, |
---|
13791 | 13791 | | 446, 447, 448, 449, 450, 451, 452, 453, 454, 455, 456, 457, 458, |
---|
13792 | 13792 | | 459, 460, 461, 462, 471, 472, and 473, Texas Probate Code, are |
---|
13793 | 13793 | | repealed. |
---|
13794 | 13794 | | (b) Section 248, Texas Probate Code, as amended by Chapters |
---|
13795 | 13795 | | 701 (S.B. 347) and 765 (H.B. 3434), Acts of the 79th Legislature, |
---|
13796 | 13796 | | Regular Session, 2005, is repealed. |
---|
13797 | 13797 | | SECTION 11. LEGISLATIVE INTENT. This Act is enacted under |
---|
13798 | 13798 | | Section 43, Article III, Texas Constitution. This Act is intended |
---|
13799 | 13799 | | as a recodification only, and no substantive change in law is |
---|
13800 | 13800 | | intended by this Act. |
---|
13801 | 13801 | | SECTION 12. EFFECTIVE DATE. This Act takes effect January |
---|
13802 | 13802 | | 1, 2014. |
---|
13803 | 13803 | | ______________________________ ______________________________ |
---|
13804 | 13804 | | President of the Senate Speaker of the House |
---|
13805 | 13805 | | I certify that H.B. No. 2502 was passed by the House on April |
---|
13806 | 13806 | | 24, 2009, by the following vote: Yeas 138, Nays 0, 1 present, not |
---|
13807 | 13807 | | voting. |
---|
13808 | 13808 | | ______________________________ |
---|
13809 | 13809 | | Chief Clerk of the House |
---|
13810 | 13810 | | I certify that H.B. No. 2502 was passed by the Senate on May |
---|
13811 | 13811 | | 26, 2009, by the following vote: Yeas 31, Nays 0. |
---|
13812 | 13812 | | ______________________________ |
---|
13813 | 13813 | | Secretary of the Senate |
---|
13814 | 13814 | | APPROVED: _____________________ |
---|
13815 | 13815 | | Date |
---|
13816 | 13816 | | _____________________ |
---|
13817 | 13817 | | Governor |
---|