Texas 2009 - 81st Regular

Texas Senate Bill SB2071 Compare Versions

Only one version of the bill is available at this time.
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11 81R6678 MTB-D
22 By: Duncan S.B. No. 2071
33
44
55 A BILL TO BE ENTITLED
66 AN ACT
77 relating to the adoption of a nonsubstantive revision of provisions
88 of the Texas Probate Code relating to decedents' estates and the
99 redesignation of certain other provisions of the Texas Probate
1010 Code, including conforming amendments and repeals.
1111 BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS:
1212 SECTION 1. ESTATES AND GUARDIANSHIPS CODE. The Estates and
1313 Guardianships Code is adopted to read as follows:
1414 ESTATES AND GUARDIANSHIPS CODE
1515 TITLE 1. GENERAL PROVISIONS
1616 CHAPTER 21. PURPOSE AND CONSTRUCTION
1717 CHAPTER 22. DEFINITIONS
1818 [Chapters 23-30 reserved for expansion]
1919 TITLE 2. ESTATES OF DECEDENTS
2020 SUBTITLE A. SCOPE, JURISDICTION, AND COURTS
2121 [Chapters 31-50 reserved for expansion]
2222 SUBTITLE B. PROCEDURAL MATTERS
2323 CHAPTER 51. NOTICES AND PROCESS IN PROBATE PROCEEDINGS
2424 IN GENERAL
2525 CHAPTER 52. FILING AND RECORDKEEPING
2626 CHAPTER 53. OTHER COURT DUTIES AND PROCEDURES
2727 CHAPTER 54. PLEADINGS AND EVIDENCE IN GENERAL
2828 CHAPTER 55. COMPLAINTS AND CONTESTS
2929 CHAPTER 56. CHANGE AND RESIGNATION OF RESIDENT AGENT OF PERSONAL
3030 REPRESENTATIVE FOR SERVICE OF PROCESS
3131 [Chapters 57-100 reserved for expansion]
3232 SUBTITLE C. PASSAGE OF TITLE AND DISTRIBUTION
3333 OF DECEDENTS' PROPERTY IN GENERAL
3434 CHAPTER 101. ESTATE ASSETS IN GENERAL
3535 CHAPTER 102. PROBATE ASSETS: DECEDENT'S HOMESTEAD
3636 [Chapters 103-110 reserved for expansion]
3737 CHAPTER 111. NONPROBATE ASSETS IN GENERAL
3838 CHAPTER 112. COMMUNITY PROPERTY WITH RIGHT OF SURVIVORSHIP
3939 CHAPTER 113. MULTIPLE-PARTY ACCOUNTS
4040 [Chapters 114-120 reserved for expansion]
4141 CHAPTER 121. SURVIVAL REQUIREMENTS
4242 CHAPTER 122. DISCLAIMERS AND ASSIGNMENTS
4343 CHAPTER 123. DISSOLUTION OF MARRIAGE
4444 CHAPTER 124. VALUATION AND TAXATION OF ESTATE PROPERTY
4545 [Chapters 125-150 reserved for expansion]
4646 SUBTITLE D. PROCEEDINGS BEFORE ADMINISTRATION OF ESTATE
4747 CHAPTER 151. EXAMINATION OF DOCUMENTS AND SAFE DEPOSIT BOXES
4848 CHAPTER 152. EMERGENCY INTERVENTION
4949 [Chapters 153-200 reserved for expansion]
5050 SUBTITLE E. INTESTATE SUCCESSION
5151 CHAPTER 201. DESCENT AND DISTRIBUTION
5252 CHAPTER 202. DETERMINATION OF HEIRSHIP
5353 CHAPTER 203. NONJUDICIAL EVIDENCE OF HEIRSHIP
5454 CHAPTER 204. GENETIC TESTING IN PROCEEDINGS TO DECLARE HEIRSHIP
5555 CHAPTER 205. SMALL ESTATE AFFIDAVIT
5656 [Chapters 206-250 reserved for expansion]
5757 SUBTITLE F. WILLS
5858 CHAPTER 251. FUNDAMENTAL REQUIREMENTS AND PROVISIONS
5959 RELATING TO WILLS
6060 CHAPTER 252. SAFEKEEPING AND CUSTODY OF WILLS
6161 CHAPTER 253. CHANGE AND REVOCATION OF WILLS
6262 CHAPTER 254. VALIDITY OF CERTAIN PROVISIONS IN, AND CONTRACTS
6363 RELATING TO, WILLS
6464 CHAPTER 255. CONSTRUCTION AND INTERPRETATION OF WILLS
6565 CHAPTER 256. PROBATE OF WILLS GENERALLY
6666 CHAPTER 257. PROBATE OF WILL AS MUNIMENT OF TITLE
6767 CHAPTER 258. CITATIONS AND NOTICES RELATING TO PROBATE OF WILL
6868 [Chapters 259-300 reserved for expansion]
6969 SUBTITLE G. INITIAL APPOINTMENT OF PERSONAL REPRESENTATIVE
7070 AND OPENING OF ADMINISTRATION
7171 CHAPTER 301. APPLICATION FOR LETTERS TESTAMENTARY
7272 OR OF ADMINISTRATION
7373 [Chapter 302 reserved for expansion]
7474 CHAPTER 303. CITATIONS AND NOTICES IN GENERAL ON OPENING
7575 OF ADMINISTRATION
7676 CHAPTER 304. PERSONS WHO MAY SERVE AS PERSONAL REPRESENTATIVES
7777 CHAPTER 305. QUALIFICATION OF PERSONAL REPRESENTATIVES
7878 CHAPTER 306. GRANTING AND ISSUANCE OF LETTERS
7979 CHAPTER 307. VALIDITY OF CERTAIN ACTS OF EXECUTORS AND
8080 ADMINISTRATORS
8181 CHAPTER 308. NOTICE TO BENEFICIARIES AND CLAIMANTS
8282 CHAPTER 309. INVENTORY, APPRAISEMENT, AND LIST OF CLAIMS
8383 CHAPTER 310. ALLOCATION OF ESTATE INCOME AND EXPENSES
8484 [Chapters 311-350 reserved for expansion]
8585 SUBTITLE H. CONTINUATION OF ADMINISTRATION
8686 CHAPTER 351. POWERS AND DUTIES OF PERSONAL REPRESENTATIVES
8787 IN GENERAL
8888 CHAPTER 352. COMPENSATION AND EXPENSES OF PERSONAL
8989 REPRESENTATIVES AND OTHERS
9090 CHAPTER 353. EXEMPT PROPERTY AND FAMILY ALLOWANCE
9191 CHAPTER 354. SUMMARY PROCEEDINGS FOR, OR WITHDRAWAL FROM
9292 ADMINISTRATION OF, CERTAIN ESTATES
9393 CHAPTER 355. PRESENTMENT AND PAYMENT OF CLAIMS
9494 CHAPTER 356. SALE OF ESTATE PROPERTY
9595 CHAPTER 357. RENTING ESTATE PROPERTY
9696 CHAPTER 358. MATTERS RELATING TO MINERAL PROPERTIES
9797 CHAPTER 359. ANNUAL ACCOUNT AND OTHER EXHIBITS AND REPORTS
9898 CHAPTER 360. PARTITION AND DISTRIBUTION OF ESTATE
9999 CHAPTER 361. DEATH, RESIGNATION, OR REMOVAL OF PERSONAL
100100 REPRESENTATIVES; APPOINTMENT OF SUCCESSORS
101101 CHAPTER 362. CLOSING ADMINISTRATION OF ESTATE
102102 [Chapters 363-400 reserved for expansion]
103103 SUBTITLE I. INDEPENDENT ADMINISTRATION
104104 [Chapters 401-450 reserved for expansion]
105105 SUBTITLE J. ADDITIONAL MATTERS RELATING TO THE ADMINISTRATION
106106 OF CERTAIN ESTATES
107107 CHAPTER 451. ORDER OF NO ADMINISTRATION
108108 CHAPTER 452. TEMPORARY ADMINISTRATION OF ESTATES
109109 CHAPTER 453. ADMINISTRATION OF COMMUNITY PROPERTY
110110 CHAPTER 454. ADMINISTRATION OF ESTATE OF PERSON PRESUMED DEAD
111111 [Chapters 455-500 reserved for expansion]
112112 SUBTITLE K. FOREIGN WILLS, OTHER TESTAMENTARY
113113 INSTRUMENTS, AND FIDUCIARIES
114114 CHAPTER 501. ANCILLARY PROBATE OF FOREIGN WILL
115115 CHAPTER 502. ORIGINAL PROBATE OF FOREIGN WILL
116116 CHAPTER 503. RECORDING OF FOREIGN TESTAMENTARY INSTRUMENT
117117 CHAPTER 504. CONTEST OF OR OTHER CHALLENGE TO FOREIGN
118118 TESTAMENTARY INSTRUMENT
119119 CHAPTER 505. FOREIGN PERSONAL REPRESENTATIVES, TRUSTEES,
120120 AND FIDUCIARIES
121121 [Chapters 506-550 reserved for expansion]
122122 SUBTITLE L. PAYMENT OF ESTATES INTO TREASURY
123123 CHAPTER 551. PAYMENT OF CERTAIN ESTATES TO STATE
124124 [Chapters 552-600 reserved for expansion]
125125 SUBTITLE M. DURABLE POWERS OF ATTORNEY
126126 [Chapters 601-650 reserved for expansion]
127127 [Subtitles N-W reserved for expansion]
128128 SUBTITLE X. TEXAS PROBATE CODE: SCOPE, JURISDICTION,
129129 AND COURTS
130130 CHAPTER I. GENERAL PROVISIONS
131131 [Reserved for expansion]
132132 SUBTITLE Y. TEXAS PROBATE CODE: INDEPENDENT ADMINISTRATION
133133 CHAPTER VI. SPECIAL TYPES OF ADMINISTRATION
134134 PART 4. INDEPENDENT ADMINISTRATION
135135 [Reserved for expansion]
136136 SUBTITLE Z. TEXAS PROBATE CODE: DURABLE POWERS OF ATTORNEY
137137 [Reserved for expansion]
138138 [Titles 3-24 reserved for expansion]
139139 TITLE 25. TEXAS PROBATE CODE: GUARDIANSHIP
140140 [Reserved for expansion]
141141 TITLE 1. GENERAL PROVISIONS
142142 CHAPTER 21. PURPOSE AND CONSTRUCTION
143143 Sec. 21.001. PURPOSE OF CODE
144144 Sec. 21.002. CONSTRUCTION
145145 Sec. 21.003. STATUTORY REFERENCES
146146 Sec. 21.004. EFFECT OF DIVISION OF LAW
147147 Sec. 21.005. APPLICABILITY OF CERTAIN LAWS
148148 Sec. 21.006. APPLICABILITY TO PROBATE PROCEEDINGS
149149 CHAPTER 21. PURPOSE AND CONSTRUCTION
150150 Sec. 21.001. PURPOSE OF CODE. (a) This title and Subtitles
151151 A through M, Title 2, are enacted as a part of the state's
152152 continuing statutory revision program, begun by the Texas
153153 Legislative Council in 1963 as directed by the legislature in the
154154 law codified as Section 323.007, Government Code. The program
155155 contemplates a topic-by-topic revision of the state's general and
156156 permanent statute law without substantive change.
157157 (b) Consistent with the objectives of the statutory
158158 revision program, the purpose of this title and Subtitles A through
159159 M, Title 2, is to make the law encompassed by this title and
160160 Subtitles A through M, Title 2, more accessible and understandable
161161 by:
162162 (1) rearranging the statutes into a more logical
163163 order;
164164 (2) employing a format and numbering system designed
165165 to facilitate citation of the law and to accommodate future
166166 expansion of the law;
167167 (3) eliminating repealed, duplicative,
168168 unconstitutional, expired, executed, and other ineffective
169169 provisions; and
170170 (4) restating the law in modern American English to
171171 the greatest extent possible.
172172 (c) The provisions of Subtitles X, Y, and Z of Title 2 and
173173 Title 25 are transferred from the Texas Probate Code and
174174 redesignated as part of this code, but are not revised as part of
175175 the state's continuing statutory revision program. (New.)
176176 Sec. 21.002. CONSTRUCTION. Except as provided by Section
177177 22.027, Chapter 311, Government Code (Code Construction Act),
178178 applies to the construction of a provision of this title or Subtitle
179179 A, B, C, D, E, F, G, H, I, J, K, L, or M, Title 2. That chapter does
180180 not apply to the construction of a provision of Subtitle X, Y, or Z
181181 of Title 2 or Title 25. (New.)
182182 Sec. 21.003. STATUTORY REFERENCES. (a) A reference in a law
183183 other than in this code to a statute or a part of a statute revised
184184 by, or redesignated as part of, this code is considered to be a
185185 reference to the part of this code that revises that statute or part
186186 of that statute or contains the redesignated statute or part of the
187187 statute, as applicable.
188188 (b) A reference in Subtitle X, Y, or Z, Title 2, or Title 25
189189 to a chapter, a part, a subpart, a section, or any portion of a
190190 section "of this code" is a reference to the chapter, part, subpart,
191191 section, or portion of a section as redesignated in the Estates and
192192 Guardianships Code, except that:
193193 (1) a reference in Subtitle X, Y, or Z, Title 2, or
194194 Title 25 to Chapter I is a reference to Chapter I, Estates and
195195 Guardianships Code, and to the revision of sections derived from
196196 Chapter I, Texas Probate Code, and any reenactments and amendments
197197 to those sections; and
198198 (2) a reference in Subtitle X, Y, or Z, Title 2, or
199199 Title 25 to a chapter, part, subpart, section, or portion of a
200200 section that does not exist in the Estates and Guardianships Code is
201201 a reference to the revision of the corresponding chapter, part,
202202 subpart, section, or portion of a section of the Texas Probate Code
203203 and any reenactments or amendments. (New.)
204204 Sec. 21.004. EFFECT OF DIVISION OF LAW. The division of
205205 this code into titles, subtitles, chapters, subchapters, parts,
206206 subparts, sections, subsections, subdivisions, paragraphs, and
207207 subparagraphs is for convenience and does not have any legal
208208 effect. (Tex. Prob. Code, Sec. 2(c); New.)
209209 Sec. 21.005. APPLICABILITY OF CERTAIN LAWS.
210210 Notwithstanding Section 21.002 of this code and Section 311.002,
211211 Government Code:
212212 (1) Section 311.032(c), Government Code, applies to
213213 Subtitles X, Y, and Z of Title 2 and Title 25; and
214214 (2) Sections 311.005(4) and 311.012(b) and (c),
215215 Government Code, apply to Subtitles X, Y, and Z of Title 2. (New.)
216216 Sec. 21.006. APPLICABILITY TO PROBATE PROCEEDINGS. The
217217 procedure prescribed by Title 2 governs all probate proceedings.
218218 (Tex. Prob. Code, Sec. 2(a) (part).)
219219 CHAPTER 22. DEFINITIONS
220220 Sec. 22.001. APPLICABILITY OF DEFINITIONS
221221 Sec. 22.002. AUTHORIZED CORPORATE SURETY
222222 Sec. 22.003. CHARITABLE ORGANIZATION
223223 Sec. 22.004. CHILD
224224 Sec. 22.005. CLAIMS
225225 Sec. 22.006. CORPORATE FIDUCIARY
226226 Sec. 22.007. COURT; COUNTY COURT, PROBATE COURT, AND
227227 STATUTORY PROBATE COURT
228228 Sec. 22.008. DEVISE
229229 Sec. 22.009. DEVISEE
230230 Sec. 22.010. DISTRIBUTEE
231231 Sec. 22.011. DOCKET
232232 Sec. 22.012. ESTATE
233233 Sec. 22.013. EXEMPT PROPERTY
234234 Sec. 22.014. GOVERNMENTAL AGENCY OF THE STATE
235235 Sec. 22.015. HEIR
236236 Sec. 22.016. INCAPACITATED PERSON
237237 Sec. 22.017. INDEPENDENT EXECUTOR
238238 Sec. 22.018. INTERESTED PERSON; PERSON INTERESTED
239239 Sec. 22.019. JUDGE
240240 Sec. 22.020. LEGACY
241241 Sec. 22.021. LEGATEE
242242 Sec. 22.022. MINOR
243243 Sec. 22.023. MINUTES
244244 Sec. 22.024. MORTGAGE; LIEN
245245 Sec. 22.025. NET ESTATE
246246 Sec. 22.026. NEXT OF KIN
247247 Sec. 22.027. PERSON
248248 Sec. 22.028. PERSONAL PROPERTY
249249 Sec. 22.029. PROBATE MATTER; PROBATE PROCEEDINGS;
250250 PROBATE
251251 Sec. 22.030. REAL PROPERTY
252252 Sec. 22.031. REPRESENTATIVE; PERSONAL REPRESENTATIVE
253253 Sec. 22.032. SURETY
254254 Sec. 22.033. WARD
255255 Sec. 22.034. WILL
256256 CHAPTER 22. DEFINITIONS
257257 Sec. 22.001. APPLICABILITY OF DEFINITIONS. (a) Except as
258258 provided by Subsection (b), the definition for a term provided by
259259 this chapter applies in this code unless a different meaning of the
260260 term is otherwise apparent from the context in which the term is
261261 used.
262262 (b) If Chapter XIII provides a definition for a term that is
263263 different from the definition provided by this chapter, the
264264 definition for the term provided by Chapter XIII applies in that
265265 chapter. (Tex. Prob. Code, Sec. 3 (part).)
266266 Sec. 22.002. AUTHORIZED CORPORATE SURETY. "Authorized
267267 corporate surety" means a domestic or foreign corporation
268268 authorized to engage in business in this state for the purpose of
269269 issuing surety, guaranty, or indemnity bonds that guarantee the
270270 fidelity of an executor or administrator. (Tex. Prob. Code, Sec.
271271 3(a).)
272272 Sec. 22.003. CHARITABLE ORGANIZATION. "Charitable
273273 organization" means:
274274 (1) a nonprofit corporation, trust, community chest,
275275 fund, foundation, or other entity that is:
276276 (A) exempt from federal income tax under Section
277277 501(a), Internal Revenue Code of 1986, by being described by
278278 Section 501(c)(3) of that code; and
279279 (B) organized and operated exclusively for:
280280 (i) religious, charitable, scientific,
281281 educational, or literary purposes;
282282 (ii) testing for public safety;
283283 (iii) preventing cruelty to children or
284284 animals; or
285285 (iv) promoting amateur sports competition;
286286 or
287287 (2) any other entity that is organized and operated
288288 exclusively for the purposes listed in Section 501(c)(3), Internal
289289 Revenue Code of 1986. (Tex. Prob. Code, Sec. 3(kk).)
290290 Sec. 22.004. CHILD. (a) "Child" includes an adopted child,
291291 regardless of whether the adoption occurred through:
292292 (1) an existing or former statutory procedure; or
293293 (2) acts of estoppel.
294294 (b) The term "child" does not include a child who does not
295295 have a presumed father unless a provision of this code expressly
296296 states that a child who does not have a presumed father is included.
297297 (Tex. Prob. Code, Sec. 3(b).)
298298 Sec. 22.005. CLAIMS. "Claims" includes:
299299 (1) liabilities of a decedent that survive the
300300 decedent's death, including taxes, regardless of whether the
301301 liabilities arise in contract or tort or otherwise;
302302 (2) funeral expenses;
303303 (3) the expense of a tombstone;
304304 (4) expenses of administration;
305305 (5) estate and inheritance taxes; and
306306 (6) debts due such estates. (Tex. Prob. Code, Sec.
307307 3(c).)
308308 Sec. 22.006. CORPORATE FIDUCIARY. "Corporate fiduciary"
309309 means a financial institution, as defined by Section 201.101,
310310 Finance Code, that:
311311 (1) is existing or engaged in business under the laws
312312 of this state, another state, or the United States;
313313 (2) has trust powers; and
314314 (3) is authorized by law to act under the order or
315315 appointment of a court of record, without giving bond, as receiver,
316316 trustee, executor, administrator, or, although the financial
317317 institution does not have general depository powers, depository for
318318 any money paid into the court, or to become sole guarantor or surety
319319 in or on any bond required to be given under the laws of this state.
320320 (Tex. Prob. Code, Sec. 3(d).)
321321 Sec. 22.007. COURT; COUNTY COURT, PROBATE COURT, AND
322322 STATUTORY PROBATE COURT. (a) "Court" means and includes:
323323 (1) a county court in the exercise of its probate
324324 jurisdiction;
325325 (2) a court created by statute and authorized to
326326 exercise original probate jurisdiction; and
327327 (3) a district court exercising original probate
328328 jurisdiction in a contested matter.
329329 (b) The terms "county court" and "probate court" are
330330 synonymous and mean:
331331 (1) a county court in the exercise of its probate
332332 jurisdiction;
333333 (2) a court created by statute and authorized to
334334 exercise original probate jurisdiction; and
335335 (3) a district court exercising probate jurisdiction
336336 in a contested matter.
337337 (c) "Statutory probate court" means a court created by
338338 statute and designated as a statutory probate court under Chapter
339339 25, Government Code. For purposes of this code, the term does not
340340 include a county court at law exercising probate jurisdiction
341341 unless the court is designated a statutory probate court under
342342 Chapter 25, Government Code. (Tex. Prob. Code, Secs. 3(e), (g),
343343 (ii).)
344344 Sec. 22.008. DEVISE. "Devise":
345345 (1) used as a noun, includes a testamentary
346346 disposition of real property, personal property, or both; and
347347 (2) used as a verb, means to dispose of real property,
348348 personal property, or both, by will. (Tex. Prob. Code, Sec. 3(h).)
349349 Sec. 22.009. DEVISEE. "Devisee" includes a legatee. (Tex.
350350 Prob. Code, Sec. 3(i).)
351351 Sec. 22.010. DISTRIBUTEE. "Distributee" means a person who
352352 is entitled to a part of the estate of a decedent under a lawful will
353353 or the statutes of descent and distribution. (Tex. Prob. Code, Sec.
354354 3(j).)
355355 Sec. 22.011. DOCKET. "Docket" means the probate docket.
356356 (Tex. Prob. Code, Sec. 3(k).)
357357 Sec. 22.012. ESTATE. "Estate" means a decedent's property,
358358 as that property:
359359 (1) exists originally and as the property changes in
360360 form by sale, reinvestment, or otherwise;
361361 (2) is augmented by any accretions and other additions
362362 to the property, including any property to be distributed to the
363363 decedent's representative by the trustee of a trust that terminates
364364 on the decedent's death, and substitutions for the property; and
365365 (3) is diminished by any decreases in or distributions
366366 from the property. (Tex. Prob. Code, Sec. 3(l).)
367367 Sec. 22.013. EXEMPT PROPERTY. "Exempt property" means the
368368 property in a decedent's estate that is exempt from execution or
369369 forced sale by the constitution or laws of this state, and any
370370 allowance paid instead of that property. (Tex. Prob. Code, Sec.
371371 3(m).)
372372 Sec. 22.014. GOVERNMENTAL AGENCY OF THE STATE.
373373 "Governmental agency of the state" means:
374374 (1) a municipality;
375375 (2) a county;
376376 (3) a public school district;
377377 (4) a special-purpose district or authority;
378378 (5) a board, commission, department, office, or other
379379 agency in the executive branch of state government, including an
380380 institution of higher education, as defined by Section 61.003,
381381 Education Code;
382382 (6) the legislature or a legislative agency;
383383 (7) the supreme court, the court of criminal appeals,
384384 a court of appeals, or a district, county, or justice of the peace
385385 court;
386386 (8) a judicial agency having statewide jurisdiction;
387387 and
388388 (9) the State Bar of Texas. (Tex. Prob. Code, Sec.
389389 3(ll).)
390390 Sec. 22.015. HEIR. "Heir" means a person who is entitled
391391 under the statutes of descent and distribution to a part of the
392392 estate of a decedent who dies intestate. The term includes the
393393 decedent's surviving spouse. (Tex. Prob. Code, Sec. 3(o).)
394394 Sec. 22.016. INCAPACITATED PERSON. A person is
395395 "incapacitated" if the person:
396396 (1) is a minor;
397397 (2) is an adult who, because of a physical or mental
398398 condition, is substantially unable to:
399399 (A) provide food, clothing, or shelter for
400400 himself or herself;
401401 (B) care for the person's own physical health; or
402402 (C) manage the person's own financial affairs; or
403403 (3) must have a guardian appointed for the person to
404404 receive funds due the person from a governmental source. (Tex.
405405 Prob. Code, Sec. 3(p).)
406406 Sec. 22.017. INDEPENDENT EXECUTOR. "Independent executor"
407407 means the personal representative of an estate under independent
408408 administration as provided by Section 145. The term includes an
409409 independent administrator. (Tex. Prob. Code, Sec. 3(q).)
410410 Sec. 22.018. INTERESTED PERSON; PERSON INTERESTED.
411411 "Interested person" or "person interested" means:
412412 (1) an heir, devisee, spouse, creditor, or any other
413413 having a property right in or claim against an estate being
414414 administered; and
415415 (2) anyone interested in the welfare of an
416416 incapacitated person, including a minor. (Tex. Prob. Code, Sec.
417417 3(r).)
418418 Sec. 22.019. JUDGE. "Judge" means the presiding judge of
419419 any court having original jurisdiction over probate proceedings,
420420 regardless of whether the court is:
421421 (1) a county court in the exercise of its probate
422422 jurisdiction;
423423 (2) a court created by statute and authorized to
424424 exercise probate jurisdiction; or
425425 (3) a district court exercising probate jurisdiction
426426 in a contested matter. (Tex. Prob. Code, Sec. 3(f).)
427427 Sec. 22.020. LEGACY. "Legacy" includes a gift or devise of
428428 real or personal property made by a will. (Tex. Prob. Code, Sec.
429429 3(s) (part).)
430430 Sec. 22.021. LEGATEE. "Legatee" includes a person who is
431431 entitled to a legacy under a will. (Tex. Prob. Code, Sec. 3(s)
432432 (part).)
433433 Sec. 22.022. MINOR. "Minor" means a person younger than 18
434434 years of age who:
435435 (1) has never been married; and
436436 (2) has not had the disabilities of minority removed
437437 for general purposes. (Tex. Prob. Code, Sec. 3(t).)
438438 Sec. 22.023. MINUTES. "Minutes" means the probate minutes.
439439 (Tex. Prob. Code, Sec. 3(u).)
440440 Sec. 22.024. MORTGAGE; LIEN. "Mortgage" and "lien"
441441 include:
442442 (1) a deed of trust;
443443 (2) a vendor's lien, a mechanic's, materialman's, or
444444 laborer's lien, an attachment or garnishment lien, and a federal or
445445 state tax lien;
446446 (3) a chattel mortgage;
447447 (4) a judgment; and
448448 (5) a pledge by hypothecation. (Tex. Prob. Code, Sec.
449449 3(v).)
450450 Sec. 22.025. NET ESTATE. "Net estate" means a decedent's
451451 property excluding:
452452 (1) homestead rights;
453453 (2) exempt property;
454454 (3) the family allowance; and
455455 (4) an enforceable claim against the decedent's
456456 estate. (Tex. Prob. Code, Sec. 3(w).)
457457 Sec. 22.026. NEXT OF KIN. "Next of kin" includes:
458458 (1) an adopted child or the adopted child's
459459 descendants; and
460460 (2) the adoptive parent of the adopted child. (Tex.
461461 Prob. Code, Sec. 3(jj).)
462462 Sec. 22.027. PERSON. (a) "Person" includes a natural
463463 person and a corporation.
464464 (b) The definition of "person" assigned by Section 311.005,
465465 Government Code, does not apply to any provision in this code.
466466 (Tex. Prob. Code, Sec. 3(x); New.)
467467 Sec. 22.028. PERSONAL PROPERTY. "Personal property"
468468 includes an interest in:
469469 (1) goods;
470470 (2) money;
471471 (3) a chose in action;
472472 (4) an evidence of debt; and
473473 (5) a real chattel. (Tex. Prob. Code, Sec. 3(z).)
474474 Sec. 22.029. PROBATE MATTER; PROBATE PROCEEDINGS;
475475 PROCEEDING IN PROBATE; PROCEEDINGS FOR PROBATE. The terms "probate
476476 matter," "probate proceedings," "proceeding in probate," and
477477 "proceedings for probate" are synonymous and include a matter or
478478 proceeding relating to a decedent's estate. (Tex. Prob. Code, Sec.
479479 3(bb).)
480480 Sec. 22.030. REAL PROPERTY. "Real property" includes
481481 estates and interests in land, whether corporeal or incorporeal or
482482 legal or equitable. The term does not include a real chattel.
483483 (Tex. Prob. Code, Sec. 3(dd).)
484484 Sec. 22.031. REPRESENTATIVE; PERSONAL REPRESENTATIVE. (a)
485485 "Representative" and "personal representative" include:
486486 (1) an executor and independent executor;
487487 (2) an administrator, independent administrator, and
488488 temporary administrator; and
489489 (3) a successor to an executor or administrator listed
490490 in Subdivision (1) or (2).
491491 (b) The inclusion of an independent executor in Subsection
492492 (a) may not be construed to subject an independent executor to the
493493 control of the courts in probate matters with respect to settlement
494494 of estates, except as expressly provided by law. (Tex. Prob. Code,
495495 Sec. 3(aa).)
496496 Sec. 22.032. SURETY. "Surety" includes a personal surety
497497 and a corporate surety. (Tex. Prob. Code, Sec. 3(ee).)
498498 Sec. 22.033. WARD. "Ward" means a person for whom a
499499 guardian has been appointed. (Tex. Prob. Code, Sec. 3(mm).)
500500 Sec. 22.034. WILL. "Will" includes:
501501 (1) a codicil; and
502502 (2) a testamentary instrument that merely:
503503 (A) appoints an executor or guardian;
504504 (B) directs how property may not be disposed of;
505505 or
506506 (C) revokes another will. (Tex. Prob. Code, Sec.
507507 3(ff).)
508508 [Chapters 23-30 reserved for expansion]
509509 TITLE 2. ESTATES OF DECEDENTS
510510 SUBTITLE A. SCOPE, JURISDICTION, AND COURTS
511511 [Chapters 31-50 reserved for expansion]
512512 SUBTITLE B. PROCEDURAL MATTERS
513513 CHAPTER 51. NOTICES AND PROCESS IN PROBATE PROCEEDINGS IN GENERAL
514514 SUBCHAPTER A. ISSUANCE AND FORM OF NOTICE OR PROCESS
515515 Sec. 51.001. ISSUANCE OF NOTICE OR PROCESS IN GENERAL
516516 Sec. 51.002. DIRECTION OF WRIT OR OTHER PROCESS
517517 Sec. 51.003. CONTENTS OF CITATION OR NOTICE
518518 [Sections 51.004-51.050 reserved for expansion]
519519 SUBCHAPTER B. METHODS OF SERVING CITATION OR NOTICE; PERSONS
520520 TO BE SERVED
521521 Sec. 51.051. PERSONAL SERVICE
522522 Sec. 51.052. SERVICE BY MAIL
523523 Sec. 51.053. SERVICE BY POSTING
524524 Sec. 51.054. SERVICE BY PUBLICATION
525525 Sec. 51.055. SERVICE ON PARTY'S ATTORNEY OF RECORD
526526 Sec. 51.056. SERVICE ON PERSONAL REPRESENTATIVE OR
527527 RECEIVER
528528 [Sections 51.057-51.100 reserved for expansion]
529529 SUBCHAPTER C. RETURN AND PROOF OF SERVICE OF CITATION OR NOTICE
530530 Sec. 51.101. REQUIREMENTS FOR RETURN ON CITATION OR
531531 NOTICE SERVED BY PERSONAL SERVICE
532532 Sec. 51.102. VALIDITY OF SERVICE AND RETURN ON
533533 CITATION OR NOTICE SERVED BY POSTING
534534 Sec. 51.103. PROOF OF SERVICE
535535 Sec. 51.104. RETURN TO COURT
536536 [Sections 51.105-51.150 reserved for expansion]
537537 SUBCHAPTER D. ALTERNATIVE MANNER OF ISSUANCE, SERVICE, AND RETURN
538538 Sec. 51.151. COURT-ORDERED ISSUANCE, SERVICE, AND
539539 RETURN UNDER CERTAIN CIRCUMSTANCES
540540 [Sections 51.152-51.200 reserved for expansion]
541541 SUBCHAPTER E. ADDITIONAL NOTICE PROVISIONS
542542 Sec. 51.201. WAIVER OF NOTICE OF HEARING
543543 Sec. 51.202. REQUEST FOR NOTICE OF FILING OF PLEADING
544544 Sec. 51.203. SERVICE OF NOTICE OF INTENTION TO TAKE
545545 DEPOSITIONS IN CERTAIN MATTERS
546546 CHAPTER 51. NOTICES AND PROCESS IN PROBATE PROCEEDINGS IN GENERAL
547547 SUBCHAPTER A. ISSUANCE AND FORM OF NOTICE OR PROCESS
548548 Sec. 51.001. ISSUANCE OF NOTICE OR PROCESS IN GENERAL. (a)
549549 Except as provided by Subsection (b), a person is not required to be
550550 cited or otherwise given notice except in a situation in which this
551551 title expressly provides for citation or the giving of notice.
552552 (b) If this title does not expressly provide for citation or
553553 the issuance or return of notice in a probate matter, the court may
554554 require that notice be given. A court that requires that notice be
555555 given may prescribe the form and manner of service of the notice and
556556 the return of service.
557557 (c) Unless a court order is required by this title, the
558558 county clerk without a court order shall issue:
559559 (1) necessary citations, writs, and other process in a
560560 probate matter; and
561561 (2) all notices not required to be issued by a personal
562562 representative. (Tex. Prob. Code, Secs. 33(a), (b).)
563563 Sec. 51.002. DIRECTION OF WRIT OR OTHER PROCESS. (a) A
564564 writ or other process other than a citation or notice must be
565565 directed "To any sheriff or constable within the State of Texas."
566566 (b) Notwithstanding Subsection (a), a writ or other process
567567 other than a citation or notice may not be held defective because
568568 the process is directed to the sheriff or a constable of a named
569569 county if the process is properly served within that county by the
570570 sheriff or constable. (Tex. Prob. Code, Sec. 33(c) (part).)
571571 Sec. 51.003. CONTENTS OF CITATION OR NOTICE. (a) A
572572 citation or notice must:
573573 (1) be directed to the person to be cited or notified;
574574 (2) be dated;
575575 (3) state the style and number of the proceeding;
576576 (4) state the court in which the proceeding is
577577 pending;
578578 (5) describe generally the nature of the proceeding or
579579 matter to which the citation or notice relates;
580580 (6) direct the person being cited or notified to
581581 appear by filing a written contest or answer or to perform another
582582 required action; and
583583 (7) state when and where the appearance or performance
584584 described by Subdivision (6) is required.
585585 (b) A citation or notice issued by the county clerk must be
586586 styled "The State of Texas" and be signed by the clerk under the
587587 clerk's seal.
588588 (c) A notice required to be given by a personal
589589 representative must be in writing and be signed by the
590590 representative in the representative's official capacity.
591591 (d) A citation or notice is not required to contain a
592592 precept directed to an officer, but may not be held defective
593593 because the citation or notice contains a precept directed to an
594594 officer authorized to serve the citation or notice. (Tex. Prob.
595595 Code, Sec. 33(c) (part).)
596596 [Sections 51.004-51.050 reserved for expansion]
597597 SUBCHAPTER B. METHODS OF SERVING CITATION OR NOTICE; PERSONS
598598 TO BE SERVED
599599 Sec. 51.051. PERSONAL SERVICE. (a) Except as otherwise
600600 provided by Subsection (b), if personal service of citation or
601601 notice is required, the citation or notice must be served on the
602602 attorney of record for the person to be cited or notified.
603603 Notwithstanding the requirement of personal service, service may be
604604 made on that attorney by any method specified by Section 51.055 for
605605 service on an attorney of record.
606606 (b) If the person to be cited or notified does not have an
607607 attorney of record in the proceeding, or if an attempt to serve the
608608 person's attorney is unsuccessful:
609609 (1) the sheriff or constable shall serve the citation
610610 or notice by delivering a copy of the citation or notice to the
611611 person to be cited or notified, in person, if the person to whom the
612612 citation or notice is directed is in this state; or
613613 (2) any disinterested person competent to make an oath
614614 that the citation or notice was served may serve the citation or
615615 notice, if the person to be cited or notified is absent from or is
616616 not a resident of this state.
617617 (c) The return day of the citation or notice served under
618618 Subsection (b) must be at least 10 days after the date of service,
619619 excluding the date of service.
620620 (d) If citation or notice attempted to be served as provided
621621 by Subsection (b) is returned with the notation that the person
622622 sought to be served, whether inside or outside this state, cannot be
623623 found, the county clerk shall issue a new citation or notice.
624624 Service of the new citation or notice must be made by publication.
625625 (Tex. Prob. Code, Sec. 33(f)(1) (part).)
626626 Sec. 51.052. SERVICE BY MAIL. (a) The county clerk, or the
627627 personal representative if required by statute or court order,
628628 shall serve a citation or notice required or permitted to be served
629629 by regular mail by mailing the original citation or notice to the
630630 person to be cited or notified.
631631 (b) Except as provided by Subsection (c), the county clerk
632632 shall issue a citation or notice required or permitted to be served
633633 by registered or certified mail and shall serve the citation or
634634 notice by mailing the original citation or notice by registered or
635635 certified mail.
636636 (c) A personal representative shall issue a notice required
637637 to be given by the representative by registered or certified mail
638638 and shall serve the notice by mailing the original notice by
639639 registered or certified mail.
640640 (d) The county clerk or personal representative, as
641641 applicable, shall mail a citation or notice under Subsection (b) or
642642 (c) with an instruction to deliver the citation or notice to the
643643 addressee only and with return receipt requested. The clerk or
644644 representative, as applicable, shall address the envelope
645645 containing the citation or notice to:
646646 (1) the attorney of record in the proceeding for the
647647 person to be cited or notified; or
648648 (2) the person to be cited or notified, if the citation
649649 or notice to the attorney is returned undelivered or the person to
650650 be cited or notified has no attorney of record in the proceeding.
651651 (e) Service by mail shall be made at least 20 days before the
652652 return day of the service, excluding the date of service. The date
653653 of service by mail is the date of mailing.
654654 (f) A copy of a citation or notice served under Subsection
655655 (a), (b), or (c), together with a certificate of the person serving
656656 the citation or notice showing that the citation or notice was
657657 mailed and the date of the mailing, shall be filed and recorded. A
658658 returned receipt for a citation or notice served under Subsection
659659 (b) or (c) shall be attached to the certificate.
660660 (g) If a citation or notice served by mail is returned
661661 undelivered, a new citation or notice shall be issued. Service of
662662 the new citation or notice must be made by posting. (Tex. Prob.
663663 Code, Sec. 33(f)(4).)
664664 Sec. 51.053. SERVICE BY POSTING. (a) The county clerk
665665 shall deliver the original and a copy of a citation or notice
666666 required to be posted to the sheriff or a constable of the county in
667667 which the proceeding is pending. The sheriff or constable shall
668668 post the copy at the door of the county courthouse or the location
669669 in or near the courthouse where public notices are customarily
670670 posted.
671671 (b) Citation or notice under this section must be posted for
672672 at least 10 days before the return day of the service, excluding the
673673 date of posting, except as provided by Section 51.102(b). The date
674674 of service of citation or notice by posting is the date of posting.
675675 (c) A sheriff or constable who posts a citation or notice
676676 under this section shall return the original citation or notice to
677677 the county clerk and state the date and location of the posting in a
678678 written return on the citation or notice.
679679 (d) The method of service prescribed by this section applies
680680 when a personal representative is required or permitted to post a
681681 notice. The notice must be:
682682 (1) issued in the name of the representative;
683683 (2) addressed and delivered to, and posted and
684684 returned by, the appropriate officer; and
685685 (3) filed with the county clerk. (Tex. Prob. Code,
686686 Sec. 33(f)(2).)
687687 Sec. 51.054. SERVICE BY PUBLICATION. (a) Citation or
688688 notice to a person to be served by publication shall be published
689689 one time in a newspaper of general circulation in the county in
690690 which the proceeding is pending. The publication must be made at
691691 least 10 days before the return day of the service, excluding the
692692 date of publication.
693693 (b) The date of service of citation or notice by publication
694694 is the date of publication printed on the newspaper in which the
695695 citation or notice is published.
696696 (c) If no newspaper is published, printed, or of general
697697 circulation in the county in which the citation or notice is to be
698698 published, the citation or notice under Subsection (a) shall be
699699 served by posting. (Tex. Prob. Code, Sec. 33(f)(3).)
700700 Sec. 51.055. SERVICE ON PARTY'S ATTORNEY OF RECORD. (a) If
701701 a party is represented by an attorney of record in a probate
702702 proceeding, each citation or notice required to be served on the
703703 party in that proceeding shall be served instead on that attorney.
704704 A notice under this subsection may be served by delivery to the
705705 attorney in person or by registered or certified mail.
706706 (b) A notice may be served on an attorney of record under
707707 this section by:
708708 (1) another party to the proceeding;
709709 (2) the attorney of record for another party to the
710710 proceeding;
711711 (3) the appropriate sheriff or constable; or
712712 (4) any other person competent to testify.
713713 (c) Each of the following is prima facie evidence of the
714714 fact that service has been made under this section:
715715 (1) the written statement of an attorney of record
716716 showing service;
717717 (2) the return of the officer showing service; and
718718 (3) the affidavit of any other person showing service.
719719 (Tex. Prob. Code, Sec. 34.)
720720 Sec. 51.056. SERVICE ON PERSONAL REPRESENTATIVE OR
721721 RECEIVER. Unless this title expressly provides for another method
722722 of service, the county clerk who issues a citation or notice
723723 required to be served on a personal representative or receiver
724724 shall serve the citation or notice by mailing the original citation
725725 or notice by registered or certified mail to:
726726 (1) the representative's or receiver's attorney of
727727 record; or
728728 (2) the representative or receiver, if the
729729 representative or receiver does not have an attorney of record.
730730 (Tex. Prob. Code, Sec. 33(e).)
731731 [Sections 51.057-51.100 reserved for expansion]
732732 SUBCHAPTER C. RETURN AND PROOF OF SERVICE OF CITATION OR NOTICE
733733 Sec. 51.101. REQUIREMENTS FOR RETURN ON CITATION OR NOTICE
734734 SERVED BY PERSONAL SERVICE. The return of the person serving a
735735 citation or notice under Section 51.051 must:
736736 (1) be endorsed on or attached to the citation or
737737 notice;
738738 (2) state the date and place of service;
739739 (3) certify that a copy of the citation or notice was
740740 delivered to the person directed to be served;
741741 (4) be subscribed and sworn to before, and under the
742742 hand and official seal of, an officer authorized by the laws of this
743743 state to take an affidavit; and
744744 (5) be returned to the county clerk who issued the
745745 citation or notice. (Tex. Prob. Code, Sec. 33(f)(1) (part).)
746746 Sec. 51.102. VALIDITY OF SERVICE AND RETURN ON CITATION OR
747747 NOTICE SERVED BY POSTING. (a) A citation or notice in a probate
748748 matter that is required to be served by posting and is issued in
749749 conformity with this title, and the service and return of service of
750750 the citation or notice, is valid if:
751751 (1) a sheriff or constable posts a copy of the citation
752752 or notice at the location or locations prescribed by this title; and
753753 (2) the posting occurs on a day preceding the return
754754 day of service specified in the citation or notice that provides
755755 sufficient time for the period the citation or notice must be posted
756756 to expire before the specified return day.
757757 (b) The fact that a sheriff or constable, as applicable,
758758 makes the return of service on the citation or notice described by
759759 Subsection (a) and returns the citation or notice on which the
760760 return has been made to the court before the expiration of the
761761 period the citation or notice must be posted does not affect the
762762 validity of the citation or notice or the service or return of
763763 service. This subsection applies even if the sheriff or constable
764764 makes the return of service and returns the citation or notice on
765765 which the return is made to the court on the same day the citation or
766766 notice is issued. (Tex. Prob. Code, Sec. 33(h).)
767767 Sec. 51.103. PROOF OF SERVICE. (a) Proof of service in
768768 each case requiring citation or notice must be filed before the
769769 hearing.
770770 (b) Proof of service consists of:
771771 (1) if the service is made by a sheriff or constable,
772772 the return of service;
773773 (2) if the service is made by a private person, the
774774 person's affidavit;
775775 (3) if the service is made by mail:
776776 (A) the certificate of the county clerk making
777777 the service, or the affidavit of the personal representative or
778778 other person making the service, stating that the citation or
779779 notice was mailed and the date of the mailing; and
780780 (B) the return receipt attached to the
781781 certificate or affidavit, as applicable, if the mailing was by
782782 registered or certified mail and a receipt has been returned; and
783783 (4) if the service is made by publication, an
784784 affidavit:
785785 (A) made by the publisher of the newspaper in
786786 which the citation or notice was published or an employee of the
787787 publisher;
788788 (B) that contains or to which is attached a copy
789789 of the published citation or notice; and
790790 (C) that states the date of publication printed
791791 on the newspaper in which the citation or notice was published.
792792 (Tex. Prob. Code, Sec. 33(i).)
793793 Sec. 51.104. RETURN TO COURT. A citation or notice issued
794794 by a county clerk must be returned to the court from which the
795795 citation or notice was issued on the first Monday after the service
796796 is perfected. (Tex. Prob. Code, Sec. 33(g).)
797797 [Sections 51.105-51.150 reserved for expansion]
798798 SUBCHAPTER D. ALTERNATIVE MANNER OF ISSUANCE, SERVICE, AND RETURN
799799 Sec. 51.151. COURT-ORDERED ISSUANCE, SERVICE, AND RETURN
800800 UNDER CERTAIN CIRCUMSTANCES. (a) A citation or notice required by
801801 this title shall be issued, served, and returned in the manner
802802 specified by written order of the court in accordance with this
803803 title and the Texas Rules of Civil Procedure if:
804804 (1) an interested person requests that action;
805805 (2) a specific method is not provided by this title for
806806 giving the citation or notice;
807807 (3) a specific method is not provided by this title for
808808 the service and return of citation or notice; or
809809 (4) a provision relating to a matter described by
810810 Subdivision (2) or (3) is inadequate.
811811 (b) Citation or notice issued, served, and returned in the
812812 manner specified by a court order as provided by Subsection (a) has
813813 the same effect as if the manner of service and return had been
814814 specified by this title. (Tex. Prob. Code, Sec. 33(d).)
815815 [Sections 51.152-51.200 reserved for expansion]
816816 SUBCHAPTER E. ADDITIONAL NOTICE PROVISIONS
817817 Sec. 51.201. WAIVER OF NOTICE OF HEARING. (a) A legally
818818 competent person who is interested in a hearing in a probate
819819 proceeding may waive notice of the hearing in writing either in
820820 person or through an attorney.
821821 (b) A trustee of a trust may waive notice under Subsection
822822 (a) on behalf of a beneficiary of the trust as provided by that
823823 subsection.
824824 (c) A consul or other representative of a foreign government
825825 whose appearance has been entered as provided by law on behalf of a
826826 person residing in a foreign country may waive notice under
827827 Subsection (a) on the person's behalf as provided by that
828828 subsection.
829829 (d) A person who submits to the jurisdiction of the court in
830830 a hearing is considered to have waived notice of the hearing. (Tex.
831831 Prob. Code, Sec. 35.)
832832 Sec. 51.202. REQUEST FOR NOTICE OF FILING OF PLEADING. (a)
833833 At any time after an application is filed to commence a probate
834834 proceeding, including a proceeding for the probate of a will, the
835835 grant of letters testamentary or of administration, or a
836836 determination of heirship, a person interested in the estate may
837837 file with the county clerk a written request to be notified of all,
838838 or any specified, motions, applications, or pleadings filed with
839839 respect to the proceeding by any person or by one or more persons
840840 specifically named in the request. A person filing a request under
841841 this section is responsible for payment of the fees and other costs
842842 of providing a requested notice, and the clerk may require a deposit
843843 to cover the estimated costs of providing the notice. Thereafter,
844844 the clerk shall send to the requestor by regular mail a copy of any
845845 requested document.
846846 (b) A county clerk's failure to comply with a request under
847847 this section does not invalidate any proceeding. (Tex. Prob. Code,
848848 Sec. 33(j).)
849849 Sec. 51.203. SERVICE OF NOTICE OF INTENTION TO TAKE
850850 DEPOSITIONS IN CERTAIN MATTERS. (a) If a will is to be probated, or
851851 in another probate matter in which there is no opposing party or
852852 attorney of record on whom to serve notice and copies of
853853 interrogatories, service may be made by posting notice of the
854854 intention to take depositions for a period of 10 days as provided by
855855 Section 51.053 governing a posting of notice.
856856 (b) When notice by posting under Subsection (a) is filed
857857 with the county clerk, a copy of the interrogatories must also be
858858 filed.
859859 (c) At the expiration of the 10-day period prescribed by
860860 Subsection (a):
861861 (1) commission may issue for taking the depositions
862862 for which the notice was posted; and
863863 (2) the judge may file cross-interrogatories if no
864864 person appears. (Tex. Prob. Code, Sec. 22 (part).)
865865 CHAPTER 52. FILING AND RECORDKEEPING
866866 SUBCHAPTER A. RECORDKEEPING REQUIREMENTS
867867 Sec. 52.001. PROBATE DOCKET
868868 Sec. 52.002. CLAIM DOCKET
869869 Sec. 52.003. PROBATE FEE BOOK
870870 Sec. 52.004. ALTERNATE RECORDKEEPING
871871 [Sections 52.005-52.050 reserved for expansion]
872872 SUBCHAPTER B. FILES; INDEX
873873 Sec. 52.051. FILING PROCEDURES
874874 Sec. 52.052. CASE FILES
875875 Sec. 52.053. INDEX
876876 CHAPTER 52. FILING AND RECORDKEEPING
877877 SUBCHAPTER A. RECORDKEEPING REQUIREMENTS
878878 Sec. 52.001. PROBATE DOCKET. (a) The county clerk shall
879879 maintain a record book titled "Judge's Probate Docket" and shall
880880 record in the book:
881881 (1) the name of each person with respect to whom, or
882882 with respect to whose estate, proceedings are commenced or sought
883883 to be commenced;
884884 (2) the name of each executor, administrator, or
885885 applicant for letters testamentary or of administration;
886886 (3) the date each original application for probate
887887 proceedings is filed;
888888 (4) a minute of each order, judgment, decree, and
889889 proceeding that occurs in each estate, including the date it
890890 occurs; and
891891 (5) the docket number of each estate as assigned under
892892 Subsection (b).
893893 (b) The county clerk shall assign a docket number to each
894894 estate in the order proceedings are commenced. (Tex. Prob. Code,
895895 Sec. 13 (part).)
896896 Sec. 52.002. CLAIM DOCKET. (a) The county clerk shall
897897 maintain a record book titled "Claim Docket" and shall record in the
898898 book each claim that is presented against an estate for the court's
899899 approval.
900900 (b) The county clerk shall assign one or more pages of the
901901 record book to each estate.
902902 (c) The claim docket must be ruled in 16 columns at proper
903903 intervals from top to bottom, with a short note of the contents at
904904 the top of each column. The county clerk shall record for each
905905 claim, in the order claims are filed, the following information in
906906 the respective columns, beginning with the first or marginal
907907 column:
908908 (1) the name of the claimant;
909909 (2) the amount of the claim;
910910 (3) the date of the claim;
911911 (4) the date the claim is filed;
912912 (5) the date the claim is due;
913913 (6) the date the claim begins bearing interest;
914914 (7) the interest rate;
915915 (8) the date the claim is allowed by the executor or
916916 administrator, if applicable;
917917 (9) the amount allowed by the executor or
918918 administrator, if applicable;
919919 (10) the date the claim is rejected, if applicable;
920920 (11) the date the claim is approved, if applicable;
921921 (12) the amount approved for the claim, if applicable;
922922 (13) the date the claim is disapproved, if applicable;
923923 (14) the class to which the claim belongs;
924924 (15) the date the claim is established by a judgment of
925925 a court, if applicable; and
926926 (16) the amount of the judgment established under
927927 Subdivision (15), if applicable. (Tex. Prob. Code, Sec. 14.)
928928 Sec. 52.003. PROBATE FEE BOOK. (a) The county clerk shall
929929 maintain a record book titled "Probate Fee Book" and shall record in
930930 the book each item of cost that accrues to the officers of the court
931931 and any witness fees.
932932 (b) Each record entry must include:
933933 (1) the party to whom the cost or fee is due;
934934 (2) the date the cost or fee accrued;
935935 (3) the estate or party liable for the cost or fee; and
936936 (4) the date the cost or fee is paid. (Tex. Prob. Code,
937937 Sec. 16.)
938938 Sec. 52.004. ALTERNATE RECORDKEEPING. Instead of
939939 maintaining the record books described by Sections 52.001, 52.002,
940940 and 52.003, the county clerk may maintain the information described
941941 by those sections relating to a person's or estate's probate
942942 proceedings:
943943 (1) on a computer file;
944944 (2) on microfilm;
945945 (3) in the form of a digitized optical image; or
946946 (4) in another similar form of data compilation.
947947 (Tex. Prob. Code, Sec. 17.)
948948 [Sections 52.005-52.050 reserved for expansion]
949949 SUBCHAPTER B. FILES; INDEX
950950 Sec. 52.051. FILING PROCEDURES. (a) An application for a
951951 probate proceeding, complaint, petition, or other paper permitted
952952 or required by law to be filed with a court in a probate matter must
953953 be filed with the county clerk of the appropriate county.
954954 (b) Each paper filed in an estate must be given the docket
955955 number assigned to the estate.
956956 (c) On receipt of a paper described by Subsection (a), the
957957 county clerk shall:
958958 (1) file the paper; and
959959 (2) endorse on the paper:
960960 (A) the date the paper is filed;
961961 (B) the docket number; and
962962 (C) the clerk's official signature. (Tex. Prob.
963963 Code, Secs. 11, 13(e) (part).)
964964 Sec. 52.052. CASE FILES. (a) The county clerk shall
965965 maintain a case file for the estate of each decedent for which a
966966 probate proceeding has been filed.
967967 (b) Each case file must contain each order, judgment, and
968968 proceeding of the court and any other probate filing with the court,
969969 including each:
970970 (1) application for the probate of a will;
971971 (2) application for the granting of administration;
972972 (3) citation and notice, whether published or posted,
973973 including the return on the citation or notice;
974974 (4) will and the testimony on which the will is
975975 admitted to probate;
976976 (5) bond and official oath;
977977 (6) inventory, appraisement, and list of claims;
978978 (7) exhibit and account;
979979 (8) report of renting;
980980 (9) application for sale or partition of real estate;
981981 (10) report of sale;
982982 (11) report of the commissioners of partition;
983983 (12) application for authority to execute a lease for
984984 mineral development, or for pooling or unitization of lands,
985985 royalty, or other interest in minerals, or to lend or invest money;
986986 and
987987 (13) report of lending or investing money.
988988 (c) Only the substance of a deposition must be recorded
989989 under Subsection (b)(4). (Tex. Prob. Code, Sec. 15.)
990990 Sec. 52.053. INDEX. (a) The county clerk shall properly
991991 index the records required under this chapter.
992992 (b) The county clerk shall keep the index open for public
993993 inspection, but may not release the index from the clerk's custody.
994994 (Tex. Prob. Code, Sec. 17A.)
995995 CHAPTER 53. OTHER COURT DUTIES AND PROCEDURES
996996 SUBCHAPTER A. ENFORCEMENT OF ORDERS
997997 Sec. 53.001. ENFORCEMENT OF JUDGE'S ORDERS
998998 [Sections 53.002-53.050 reserved for expansion]
999999 SUBCHAPTER B. COSTS AND SECURITY
10001000 Sec. 53.051. APPLICABILITY OF CERTAIN LAWS
10011001 Sec. 53.052. SECURITY FOR CERTAIN COSTS
10021002 Sec. 53.053. EXEMPTION FROM PROBATE FEES FOR ESTATES
10031003 OF CERTAIN MILITARY SERVICEMEMBERS
10041004 [Sections 53.054-53.100 reserved for expansion]
10051005 SUBCHAPTER C. PROCEDURES FOR PROBATE MATTERS
10061006 Sec. 53.101. CALLING OF DOCKETS
10071007 Sec. 53.102. SETTING OF CERTAIN HEARINGS BY CLERK
10081008 Sec. 53.103. RENDERING OF DECISIONS, ORDERS, DECREES,
10091009 AND JUDGMENTS
10101010 Sec. 53.104. APPOINTMENT OF ATTORNEYS AD LITEM
10111011 Sec. 53.105. SIGNING OF MINUTES
10121012 Sec. 53.106. EXECUTIONS IN PROBATE MATTERS
10131013 CHAPTER 53. OTHER COURT DUTIES AND PROCEDURES
10141014 SUBCHAPTER A. ENFORCEMENT OF ORDERS
10151015 Sec. 53.001. ENFORCEMENT OF JUDGE'S ORDERS. A judge may
10161016 enforce the judge's lawful orders against an executor or
10171017 administrator by attachment and confinement. Unless this title
10181018 expressly provides otherwise, the term of confinement for any one
10191019 offense under this section may not exceed three days. (Tex. Prob.
10201020 Code, Sec. 24.)
10211021 [Sections 53.002-53.050 reserved for expansion]
10221022 SUBCHAPTER B. COSTS AND SECURITY
10231023 Sec. 53.051. APPLICABILITY OF CERTAIN LAWS. A law
10241024 regulating costs in ordinary civil cases applies to a probate
10251025 matter when not expressly provided for in this title. (Tex. Prob.
10261026 Code, Sec. 12(a).)
10271027 Sec. 53.052. SECURITY FOR CERTAIN COSTS. (a) The clerk may
10281028 require a person who files an application, complaint, or opposition
10291029 relating to an estate, other than the personal representative of
10301030 the estate, to provide security for the probable costs of the
10311031 proceeding before filing the application, complaint, or
10321032 opposition.
10331033 (b) At any time before the trial of an application,
10341034 complaint, or opposition described by Subsection (a), anyone
10351035 interested in the estate or an officer of the court may, by written
10361036 motion, obtain from the court an order requiring the person who
10371037 filed the application, complaint, or opposition to provide security
10381038 for the probable costs of the proceeding. The rules governing civil
10391039 suits in the county court with respect to giving security for the
10401040 probable costs of a proceeding control in cases described by
10411041 Subsection (a) and this subsection.
10421042 (c) An executor or administrator appointed by a court of
10431043 this state may not be required to provide security for costs in an
10441044 action brought by the executor or administrator in the executor's
10451045 or administrator's fiduciary capacity. (Tex. Prob. Code, Secs.
10461046 12(b), (c).)
10471047 Sec. 53.053. EXEMPTION FROM PROBATE FEES FOR ESTATES OF
10481048 CERTAIN MILITARY SERVICEMEMBERS. (a) In this section, "combat
10491049 zone" means an area that the president of the United States by
10501050 executive order designates for purposes of 26 U.S.C. Section 112 as
10511051 an area in which armed forces of the United States are or have
10521052 engaged in combat.
10531053 (b) Notwithstanding any other law, the clerk of a county
10541054 court may not charge, or collect from, the estate of a decedent any
10551055 of the following fees if the decedent died while in active service
10561056 as a member of the armed forces of the United States in a combat
10571057 zone:
10581058 (1) a fee for or associated with the filing of the
10591059 decedent's will for probate; and
10601060 (2) a fee for any service rendered by the probate court
10611061 regarding the administration of the decedent's estate. (Tex. Prob.
10621062 Code, Sec. 11A.)
10631063 [Sections 53.054-53.100 reserved for expansion]
10641064 SUBCHAPTER C. PROCEDURES FOR PROBATE MATTERS
10651065 Sec. 53.101. CALLING OF DOCKETS. The judge in whose court
10661066 probate proceedings are pending, at times determined by the judge,
10671067 shall:
10681068 (1) call the estates of decedents in the estates'
10691069 regular order on both the probate and claim dockets; and
10701070 (2) issue orders as necessary. (Tex. Prob. Code, Sec.
10711071 19.)
10721072 Sec. 53.102. SETTING OF CERTAIN HEARINGS BY CLERK. (a) If
10731073 a judge is unable to designate the time and place for hearing a
10741074 probate matter pending in the judge's court because the judge is
10751075 absent from the county seat or is on vacation, disqualified, ill, or
10761076 deceased, the county clerk of the county in which the matter is
10771077 pending may:
10781078 (1) designate the time and place for hearing;
10791079 (2) enter the setting on the judge's docket; and
10801080 (3) certify on the docket the reason that the judge is
10811081 not acting to set the hearing.
10821082 (b) If, after the perfection of the service of notices and
10831083 citations required by law concerning the time and place of hearing,
10841084 a qualified judge is not present for a hearing set under Subsection
10851085 (a), the hearing is automatically continued from day to day until a
10861086 qualified judge is present to hear and determine the matter. (Tex.
10871087 Prob. Code, Sec. 20.)
10881088 Sec. 53.103. RENDERING OF DECISIONS, ORDERS, DECREES, AND
10891089 JUDGMENTS. The county court shall render all decisions, orders,
10901090 decrees, and judgments in probate matters in open court, except as
10911091 otherwise specially provided. (Tex. Prob. Code, Sec. 23 (part).)
10921092 Sec. 53.104. APPOINTMENT OF ATTORNEYS AD LITEM. (a) Except
10931093 as provided by Section 202.009(b), the judge of a probate court may
10941094 appoint an attorney ad litem in any probate proceeding to represent
10951095 the interests of:
10961096 (1) a person who has a legal disability;
10971097 (2) a nonresident;
10981098 (3) an unborn or unascertained person; or
10991099 (4) an unknown heir.
11001100 (b) An attorney ad litem appointed under this section is
11011101 entitled to reasonable compensation for services provided in the
11021102 amount set by the court, to be taxed as costs in the proceeding.
11031103 (Tex. Prob. Code, Sec. 34A.)
11041104 Sec. 53.105. SIGNING OF MINUTES. (a) Except as provided by
11051105 Subsection (b), the judge shall approve and sign the minutes on the
11061106 first day of each month.
11071107 (b) If the first day of the month falls on a Sunday, the
11081108 judge's approval must be entered on the preceding or succeeding
11091109 day. (Tex. Prob. Code, Sec. 23 (part).)
11101110 Sec. 53.106. EXECUTIONS IN PROBATE MATTERS. (a) An
11111111 execution in a probate matter must be:
11121112 (1) directed "to any sheriff or any constable within
11131113 the State of Texas";
11141114 (2) attested and signed by the clerk officially under
11151115 court seal; and
11161116 (3) made returnable in 60 days.
11171117 (b) A proceeding under an execution described by Subsection
11181118 (a) is governed, to the extent applicable, by the laws regulating a
11191119 proceeding under an execution issued by a district court.
11201120 (c) Notwithstanding Subsection (a), an execution directed
11211121 to the sheriff or a constable of a specific county in this state may
11221122 not be held defective if properly executed within that county by the
11231123 sheriff or constable to whom the execution is directed. (Tex. Prob.
11241124 Code, Sec. 25.)
11251125 CHAPTER 54. PLEADINGS AND EVIDENCE IN GENERAL
11261126 SUBCHAPTER A. PLEADINGS
11271127 Sec. 54.001. EFFECT OF FILING OR CONTESTING PLEADING
11281128 Sec. 54.002. DEFECT IN PLEADING
11291129 [Sections 54.003-54.050 reserved for expansion]
11301130 SUBCHAPTER B. EVIDENCE
11311131 Sec. 54.051. APPLICABILITY OF CERTAIN RULES RELATING
11321132 TO WITNESSES AND EVIDENCE
11331133 Sec. 54.052. USE OF CERTAIN RECORDS AS EVIDENCE
11341134 CHAPTER 54. PLEADINGS AND EVIDENCE IN GENERAL
11351135 SUBCHAPTER A. PLEADINGS
11361136 Sec. 54.001. EFFECT OF FILING OR CONTESTING PLEADING. (a)
11371137 The filing or contesting in probate court of a pleading relating to
11381138 a decedent's estate does not constitute tortious interference with
11391139 inheritance of the estate.
11401140 (b) This section does not abrogate any right of a person
11411141 under Rule 13, Texas Rules of Civil Procedure, or Chapter 10, Civil
11421142 Practice and Remedies Code. (Tex. Prob. Code, Sec. 10C.)
11431143 Sec. 54.002. DEFECT IN PLEADING. A court may not invalidate
11441144 a pleading in probate, or an order based on the pleading, on the
11451145 basis of a defect of form or substance in the pleading unless a
11461146 timely objection has been made against the defect and the defect has
11471147 been called to the attention of the court in which the proceeding
11481148 was or is pending. (Tex. Prob. Code, Sec. 9.)
11491149 [Sections 54.003-54.050 reserved for expansion]
11501150 SUBCHAPTER B. EVIDENCE
11511151 Sec. 54.051. APPLICABILITY OF CERTAIN RULES RELATING TO
11521152 WITNESSES AND EVIDENCE. Except as provided by Section 51.203, the
11531153 rules relating to witnesses and evidence that apply in the district
11541154 court apply in a proceeding arising under this title to the extent
11551155 practicable. (Tex. Prob. Code, Sec. 22 (part).)
11561156 Sec. 54.052. USE OF CERTAIN RECORDS AS EVIDENCE. The
11571157 following are admissible as evidence in any court of this state:
11581158 (1) record books described by Sections 52.001, 52.002,
11591159 and 52.003 and individual case files described by Section 52.052,
11601160 including records maintained in a manner allowed under Section
11611161 52.004; and
11621162 (2) certified copies or reproductions of the records.
11631163 (Tex. Prob. Code, Sec. 18.)
11641164 CHAPTER 55. COMPLAINTS AND CONTESTS
11651165 SUBCHAPTER A. CONTEST OF PROCEEDINGS IN PROBATE COURT
11661166 Sec. 55.001. OPPOSITION IN PROBATE PROCEEDING
11671167 Sec. 55.002. TRIAL BY JURY
11681168 [Sections 55.003-55.050 reserved for expansion]
11691169 SUBCHAPTER B. INSTITUTION OF HIGHER EDUCATION OR CHARITABLE ORGANIZATION AS PARTY TO CERTAIN ACTIONS
11701170 ORGANIZATION AS PARTY TO CERTAIN ACTIONS
11711171 Sec. 55.051. DEFINITION
11721172 Sec. 55.052. NECESSARY PARTY
11731173 Sec. 55.053. SERVICE OF PROCESS
11741174 [Sections 55.054-55.100 reserved for expansion]
11751175 SUBCHAPTER C. MENTAL CAPACITY OF DECEDENT
11761176 Sec. 55.101. ENTITLEMENT TO PRODUCTION OF
11771177 COMMUNICATIONS AND RECORDS
11781178 Sec. 55.102. RELEASE OF RECORDS
11791179 [Sections 55.103-55.150 reserved for expansion]
11801180 SUBCHAPTER D. ATTACHMENT OF ESTATE PROPERTY
11811181 Sec. 55.151. ORDER FOR ISSUANCE OF WRIT OF ATTACHMENT
11821182 Sec. 55.152. BOND
11831183 [Sections 55.153-55.200 reserved for expansion]
11841184 SUBCHAPTER E. SPECIFIC PERFORMANCE OF AGREEMENT TO TRANSFER TITLE
11851185 Sec. 55.201. COMPLAINT AND CITATION
11861186 Sec. 55.202. HEARING AND ORDER
11871187 Sec. 55.203. CONVEYANCE
11881188 [Sections 55.204-55.250 reserved for expansion]
11891189 SUBCHAPTER F. BILL OF REVIEW
11901190 Sec. 55.251. REVISION AND CORRECTION OF ORDER IN
11911191 PROBATE PROCEEDING
11921192 Sec. 55.252. INJUNCTION
11931193 CHAPTER 55. COMPLAINTS AND CONTESTS
11941194 SUBCHAPTER A. CONTEST OF PROCEEDINGS IN PROBATE COURT
11951195 Sec. 55.001. OPPOSITION IN PROBATE PROCEEDING. A person
11961196 interested in an estate may, at any time before the court decides an
11971197 issue in a proceeding, file written opposition regarding the issue.
11981198 The person is entitled to process for witnesses and evidence, and to
11991199 be heard on the opposition, as in other suits. (Tex. Prob. Code,
12001200 Sec. 10.)
12011201 Sec. 55.002. TRIAL BY JURY. In a contested probate or
12021202 mental illness proceeding in a probate court, a party is entitled to
12031203 a jury trial as in other civil actions. (Tex. Prob. Code, Sec. 21.)
12041204 [Sections 55.003-55.050 reserved for expansion]
12051205 SUBCHAPTER B. INSTITUTION OF HIGHER EDUCATION OR CHARITABLE
12061206 ORGANIZATION AS PARTY TO CERTAIN ACTIONS
12071207 Sec. 55.051. DEFINITION. In this subchapter, "institution
12081208 of higher education" has the meaning assigned by Section 61.003,
12091209 Education Code. (Tex. Prob. Code, Sec. 10A(a) (part).)
12101210 Sec. 55.052. NECESSARY PARTY. An institution of higher
12111211 education, a private institution of higher education, or a
12121212 charitable organization that is a distributee under a will is a
12131213 necessary party to a will contest or will construction suit
12141214 involving the will. (Tex. Prob. Code, Sec. 10A(a) (part).)
12151215 Sec. 55.053. SERVICE OF PROCESS. The court shall serve an
12161216 institution or organization that is a necessary party under Section
12171217 55.052 in the manner provided by this title for service on other
12181218 parties. (Tex. Prob. Code, Sec. 10A(b).)
12191219 [Sections 55.054-55.100 reserved for expansion]
12201220 SUBCHAPTER C. MENTAL CAPACITY OF DECEDENT
12211221 Sec. 55.101. ENTITLEMENT TO PRODUCTION OF COMMUNICATIONS
12221222 AND RECORDS. Notwithstanding Subtitle B, Title 3, Occupations
12231223 Code, a person who is a party to a will contest or proceeding in
12241224 which a party relies on the mental or testamentary capacity of a
12251225 decedent before the decedent's death as part of the party's claim or
12261226 defense is entitled to production of all communications or records
12271227 relevant to the decedent's condition before the decedent's death.
12281228 (Tex. Prob. Code, Sec. 10B (part).)
12291229 Sec. 55.102. RELEASE OF RECORDS. On receipt of a subpoena
12301230 for communications or records described by Section 55.101 and a
12311231 file-stamped copy of the will contest or proceeding described by
12321232 that section, the appropriate physician, hospital, medical
12331233 facility, custodian of records, or other person in possession of
12341234 the communications or records shall release the communications or
12351235 records to the requesting party without further authorization.
12361236 (Tex. Prob. Code, Sec. 10B (part).)
12371237 [Sections 55.103-55.150 reserved for expansion]
12381238 SUBCHAPTER D. ATTACHMENT OF ESTATE PROPERTY
12391239 Sec. 55.151. ORDER FOR ISSUANCE OF WRIT OF ATTACHMENT. (a)
12401240 If a person interested in an estate files with the judge a written
12411241 complaint made under oath alleging that the executor or
12421242 administrator of the estate is about to remove the estate or part of
12431243 the estate outside of the state, the judge may order a writ of
12441244 attachment to issue, directed "to any sheriff or any constable
12451245 within the State of Texas." The writ must order the sheriff or
12461246 constable to:
12471247 (1) seize the estate or a part of the estate; and
12481248 (2) hold that property subject to the judge's
12491249 additional orders regarding the complaint.
12501250 (b) Notwithstanding Subsection (a), a writ of attachment
12511251 directed to the sheriff or constable of a specific county within the
12521252 state is not defective if the writ was properly executed in that
12531253 county by that officer. (Tex. Prob. Code, Sec. 26 (part).)
12541254 Sec. 55.152. BOND. Before a writ of attachment ordered
12551255 under Section 55.151 may be issued, the complainant must execute a
12561256 bond that is:
12571257 (1) payable to the executor or administrator of the
12581258 estate;
12591259 (2) in an amount set by the judge; and
12601260 (3) conditioned for the payment of all damages and
12611261 costs that are recovered for the wrongful suing out of the writ.
12621262 (Tex. Prob. Code, Sec. 26 (part).)
12631263 [Sections 55.153-55.200 reserved for expansion]
12641264 SUBCHAPTER E. SPECIFIC PERFORMANCE OF AGREEMENT TO TRANSFER TITLE
12651265 Sec. 55.201. COMPLAINT AND CITATION. (a) If a person sold
12661266 property and entered into a bond or other written agreement to
12671267 transfer title to the property and then died without transferring
12681268 the title, the owner of the bond or agreement or the owner's legal
12691269 representative may:
12701270 (1) file a written complaint in the court of the county
12711271 in which letters testamentary or of administration on the
12721272 decedent's estate were granted; and
12731273 (2) have the personal representative of the estate
12741274 cited to appear on a date stated in the citation and show cause why
12751275 specific performance of the bond or agreement should not be
12761276 ordered.
12771277 (b) Except as provided by Subsection (c), the bond or
12781278 agreement must be filed with the complaint described by Subsection
12791279 (a).
12801280 (c) If good cause under oath is shown why the bond or written
12811281 agreement cannot be filed with the complaint, the bond or agreement
12821282 or the substance of the bond or agreement must be stated in the
12831283 complaint. (Tex. Prob. Code, Sec. 27 (part).)
12841284 Sec. 55.202. HEARING AND ORDER. (a) After service of the
12851285 citation under Section 55.201, the court shall hear the complaint
12861286 and the evidence on the complaint.
12871287 (b) The court shall order the personal representative to
12881288 transfer title to the property, according to the tenor of the bond
12891289 or agreement, to the complainant if the judge is satisfied from the
12901290 proof that:
12911291 (1) the bond or agreement was legally executed by the
12921292 decedent; and
12931293 (2) the complainant has a right to demand specific
12941294 performance.
12951295 (c) The order must fully describe the property to be
12961296 transferred. (Tex. Prob. Code, Sec. 27 (part).)
12971297 Sec. 55.203. CONVEYANCE. (a) A conveyance made under this
12981298 subchapter must refer to and identify the court order authorizing
12991299 the conveyance. On delivery of the conveyance, all the right and
13001300 title to the property conveyed that the decedent had vests in the
13011301 person to whom the conveyance is made.
13021302 (b) A conveyance under this subchapter is prima facie
13031303 evidence that all requirements of the law for obtaining the
13041304 conveyance have been complied with. (Tex. Prob. Code, Sec. 27
13051305 (part).)
13061306 [Sections 55.204-55.250 reserved for expansion]
13071307 SUBCHAPTER F. BILL OF REVIEW
13081308 Sec. 55.251. REVISION AND CORRECTION OF ORDER IN PROBATE
13091309 PROCEEDING. (a) An interested person may, by a bill of review
13101310 filed in the court in which the probate proceedings were held, have
13111311 an order rendered by the court revised and corrected on a showing of
13121312 error in the order.
13131313 (b) A bill of review to revise and correct an order may not
13141314 be filed more than two years after the date of the order. (Tex.
13151315 Prob. Code, Sec. 31 (part).)
13161316 Sec. 55.252. INJUNCTION. A process or action under a court
13171317 order subject to a bill of review filed under Section 55.251 may be
13181318 stayed only by writ of injunction. (Tex. Prob. Code, Sec. 31
13191319 (part).)
13201320 CHAPTER 56. CHANGE AND RESIGNATION OF RESIDENT AGENT OF PERSONAL REPRESENTATIVE FOR SERVICE OF PROCESS
13211321 REPRESENTATIVE FOR SERVICE OF PROCESS
13221322 Sec. 56.001. CHANGE OF RESIDENT AGENT
13231323 Sec. 56.002. RESIGNATION OF RESIDENT AGENT
13241324 CHAPTER 56. CHANGE AND RESIGNATION OF RESIDENT AGENT OF PERSONAL
13251325 REPRESENTATIVE FOR SERVICE OF PROCESS
13261326 Sec. 56.001. CHANGE OF RESIDENT AGENT. (a) A personal
13271327 representative of an estate may change the representative's
13281328 resident agent to accept service of process in a probate proceeding
13291329 or other action relating to the estate by filing with the court in
13301330 which the probate proceeding is pending a statement titled
13311331 "Designation of Successor Resident Agent" that states the names and
13321332 addresses of:
13331333 (1) the representative;
13341334 (2) the resident agent; and
13351335 (3) the successor resident agent.
13361336 (b) The designation of a successor resident agent takes
13371337 effect on the date a statement under Subsection (a) is filed with
13381338 the court. (Tex. Prob. Code, Sec. 221A.)
13391339 Sec. 56.002. RESIGNATION OF RESIDENT AGENT. (a) A resident
13401340 agent of a personal representative may resign as resident agent by
13411341 giving notice to the representative and filing with the court in
13421342 which the probate proceeding is pending a statement titled
13431343 "Resignation of Resident Agent" that states:
13441344 (1) the name of the representative;
13451345 (2) the representative's address most recently known
13461346 by the resident agent;
13471347 (3) that notice of the resignation has been given to
13481348 the representative and the date that notice was given; and
13491349 (4) that the representative has not designated a
13501350 successor resident agent.
13511351 (b) The resident agent shall send, by certified mail, return
13521352 receipt requested, a copy of a resignation statement filed under
13531353 Subsection (a) to:
13541354 (1) the personal representative at the address most
13551355 recently known by the resident agent; and
13561356 (2) each party in the case or the party's attorney or
13571357 other designated representative of record.
13581358 (c) The resignation of a resident agent takes effect on the
13591359 date the court enters an order accepting the resignation. A court
13601360 may not enter an order accepting the resignation unless the
13611361 resident agent complies with this section. (Tex. Prob. Code, Sec.
13621362 221B.)
13631363 [Chapters 57-100 reserved for expansion]
13641364 SUBTITLE C. PASSAGE OF TITLE AND DISTRIBUTION OF DECEDENTS'
13651365 PROPERTY IN GENERAL
13661366 CHAPTER 101. ESTATE ASSETS IN GENERAL
13671367 SUBCHAPTER A. PASSAGE AND POSSESSION OF DECEDENT'S ESTATE ON DEATH
13681368 Sec. 101.001. PASSAGE OF ESTATE ON DECEDENT'S DEATH
13691369 Sec. 101.002. EFFECT OF JOINT OWNERSHIP OF PROPERTY
13701370 Sec. 101.003. POSSESSION OF ESTATE BY PERSONAL
13711371 REPRESENTATIVE
13721372 [Sections 101.004-101.050 reserved for expansion]
13731373 SUBCHAPTER B. LIABILITY OF ESTATE FOR DEBTS
13741374 Sec. 101.051. LIABILITY OF ESTATE FOR DEBTS IN GENERAL
13751375 Sec. 101.052. LIABILITY OF COMMUNITY PROPERTY FOR
13761376 DEBTS OF DECEASED SPOUSE
13771377 CHAPTER 101. ESTATE ASSETS IN GENERAL
13781378 SUBCHAPTER A. PASSAGE AND POSSESSION OF DECEDENT'S ESTATE ON DEATH
13791379 Sec. 101.001. PASSAGE OF ESTATE ON DECEDENT'S DEATH. (a)
13801380 Subject to Section 101.051, if a person dies leaving a lawful will:
13811381 (1) all of the person's estate that is devised by the
13821382 will vests immediately in the devisees;
13831383 (2) all powers of appointment granted in the will vest
13841384 immediately in the donees of those powers; and
13851385 (3) all of the person's estate that is not devised by
13861386 the will vests immediately in the person's heirs at law.
13871387 (b) Subject to Section 101.051, the estate of a person who
13881388 dies intestate vests immediately in the person's heirs at law.
13891389 (Tex. Prob. Code, Sec. 37 (part).)
13901390 Sec. 101.002. EFFECT OF JOINT OWNERSHIP OF PROPERTY. If two
13911391 or more persons hold an interest in property jointly and one joint
13921392 owner dies before severance, the interest of the decedent in the
13931393 joint estate:
13941394 (1) does not survive to the remaining joint owner or
13951395 owners; and
13961396 (2) passes by will or intestacy from the decedent as if
13971397 the decedent's interest had been severed. (Tex. Prob. Code, Sec.
13981398 46(a) (part).)
13991399 Sec. 101.003. POSSESSION OF ESTATE BY PERSONAL
14001400 REPRESENTATIVE. On the issuance of letters testamentary or of
14011401 administration on an estate described by Section 101.001, the
14021402 executor or administrator has the right to possession of the estate
14031403 as the estate existed at the death of the testator or intestate,
14041404 subject to the exceptions provided by Section 101.051. The
14051405 executor or administrator shall recover possession of the estate
14061406 and hold the estate in trust to be disposed of in accordance with
14071407 the law. (Tex. Prob. Code, Sec. 37 (part).)
14081408 [Sections 101.004-101.050 reserved for expansion]
14091409 SUBCHAPTER B. LIABILITY OF ESTATE FOR DEBTS
14101410 Sec. 101.051. LIABILITY OF ESTATE FOR DEBTS IN GENERAL. (a)
14111411 A decedent's estate vests in accordance with Section 101.001(a)
14121412 subject to the payment of:
14131413 (1) the debts of the decedent, except as exempted by
14141414 law; and
14151415 (2) any court-ordered child support payments that are
14161416 delinquent on the date of the decedent's death.
14171417 (b) A decedent's estate vests in accordance with Section
14181418 101.001(b) subject to the payment of, and is still liable for:
14191419 (1) the debts of the decedent, except as exempted by
14201420 law; and
14211421 (2) any court-ordered child support payments that are
14221422 delinquent on the date of the decedent's death. (Tex. Prob. Code,
14231423 Sec. 37 (part).)
14241424 Sec. 101.052. LIABILITY OF COMMUNITY PROPERTY FOR DEBTS OF
14251425 DECEASED SPOUSE. (a) The community property subject to the sole or
14261426 joint management, control, and disposition of a spouse during
14271427 marriage continues to be subject to the liabilities of that spouse
14281428 on death.
14291429 (b) The interest that the deceased spouse owned in any other
14301430 nonexempt community property passes to the deceased spouse's heirs
14311431 or devisees charged with the debts that were enforceable against
14321432 the deceased spouse before death.
14331433 (c) This section does not prohibit the administration of
14341434 community property under other provisions of this title relating to
14351435 the administration of an estate. (Tex. Prob. Code, Secs. 155
14361436 (part), 156 (part).)
14371437 CHAPTER 102. PROBATE ASSETS: DECEDENT'S HOMESTEAD
14381438 Sec. 102.001. TREATMENT OF CERTAIN CHILDREN
14391439 Sec. 102.002. HOMESTEAD RIGHTS NOT AFFECTED BY
14401440 CHARACTER OF THE HOMESTEAD
14411441 Sec. 102.003. PASSAGE OF HOMESTEAD
14421442 Sec. 102.004. LIABILITY OF HOMESTEAD FOR DEBTS
14431443 Sec. 102.005. PROHIBITIONS ON PARTITION OF HOMESTEAD
14441444 Sec. 102.006. CIRCUMSTANCES UNDER WHICH PARTITION OF
14451445 HOMESTEAD IS AUTHORIZED
14461446 CHAPTER 102. PROBATE ASSETS: DECEDENT'S HOMESTEAD
14471447 Sec. 102.001. TREATMENT OF CERTAIN CHILDREN. For purposes
14481448 of determining homestead rights, a child is a child of his or her
14491449 mother and a child of his or her father, as provided by Sections
14501450 201.051, 201.052, and 201.053. (Tex. Prob. Code, Sec. 42(c)
14511451 (part).)
14521452 Sec. 102.002. HOMESTEAD RIGHTS NOT AFFECTED BY CHARACTER OF
14531453 THE HOMESTEAD. The homestead rights and the respective interests
14541454 of the surviving spouse and children of a decedent are the same
14551455 whether the homestead was the decedent's separate property or was
14561456 community property between the surviving spouse and the decedent.
14571457 (Tex. Prob. Code, Sec. 282.)
14581458 Sec. 102.003. PASSAGE OF HOMESTEAD. The homestead of a
14591459 decedent who dies leaving a surviving spouse descends and vests on
14601460 the decedent's death in the same manner as other real property of
14611461 the decedent and is governed by the same laws of descent and
14621462 distribution. (Tex. Prob. Code, Sec. 283.)
14631463 Sec. 102.004. LIABILITY OF HOMESTEAD FOR DEBTS. The
14641464 homestead is not liable for the payment of any of the debts of the
14651465 estate, other than:
14661466 (1) purchase money for the homestead;
14671467 (2) taxes due on the homestead;
14681468 (3) work and material used in constructing
14691469 improvements on the homestead if the requirements of Section
14701470 50(a)(5), Article XVI, Texas Constitution, are met;
14711471 (4) an owelty of partition imposed against the
14721472 entirety of the property by a court order or written agreement of
14731473 the parties to the partition, including a debt of one spouse in
14741474 favor of the other spouse resulting from a division or an award of a
14751475 family homestead in a divorce proceeding;
14761476 (5) the refinance of a lien against the homestead,
14771477 including a federal tax lien resulting from the tax debt of both
14781478 spouses, if the homestead is a family homestead, or from the tax
14791479 debt of the decedent;
14801480 (6) an extension of credit on the homestead if the
14811481 requirements of Section 50(a)(6), Article XVI, Texas Constitution,
14821482 are met; or
14831483 (7) a reverse mortgage. (Tex. Prob. Code, Sec. 270.)
14841484 Sec. 102.005. PROHIBITIONS ON PARTITION OF HOMESTEAD. The
14851485 homestead may not be partitioned among the decedent's heirs:
14861486 (1) during the lifetime of the surviving spouse for as
14871487 long as the surviving spouse elects to use or occupy the property as
14881488 a homestead; or
14891489 (2) during the period the guardian of the decedent's
14901490 minor children is permitted to use and occupy the homestead under a
14911491 court order. (Tex. Prob. Code, Sec. 284.)
14921492 Sec. 102.006. CIRCUMSTANCES UNDER WHICH PARTITION OF
14931493 HOMESTEAD IS AUTHORIZED. The homestead may be partitioned among
14941494 the respective owners of the property in the same manner as other
14951495 property held in common if:
14961496 (1) the surviving spouse dies, sells his or her
14971497 interest in the homestead, or elects to no longer use or occupy the
14981498 property as a homestead; or
14991499 (2) the court no longer permits the guardian of the
15001500 minor children to use and occupy the property as a homestead. (Tex.
15011501 Prob. Code, Sec. 285.)
15021502 [Chapters 103-110 reserved for expansion]
15031503 CHAPTER 111. NONPROBATE ASSETS IN GENERAL
15041504 SUBCHAPTER A. RIGHT OF SURVIVORSHIP AGREEMENTS
15051505 BETWEEN JOINT TENANTS
15061506 Sec. 111.001. RIGHT OF SURVIVORSHIP AGREEMENTS
15071507 AUTHORIZED
15081508 Sec. 111.002. AGREEMENTS CONCERNING COMMUNITY PROPERTY
15091509 [Sections 111.003-111.050 reserved for expansion]
15101510 SUBCHAPTER B. OTHER PROVISIONS FOR PAYMENT OR TRANSFER
15111511 OF CERTAIN ASSETS ON DEATH
15121512 Sec. 111.051. DEFINITIONS
15131513 Sec. 111.052. VALIDITY OF CERTAIN NONTESTAMENTARY
15141514 INSTRUMENTS AND PROVISIONS
15151515 Sec. 111.053. CREDITOR'S RIGHTS NOT LIMITED
15161516 CHAPTER 111. NONPROBATE ASSETS IN GENERAL
15171517 SUBCHAPTER A. RIGHT OF SURVIVORSHIP AGREEMENTS
15181518 BETWEEN JOINT TENANTS
15191519 Sec. 111.001. RIGHT OF SURVIVORSHIP AGREEMENTS AUTHORIZED.
15201520 (a) Notwithstanding Section 101.002, two or more persons who hold
15211521 an interest in property jointly may agree in writing that the
15221522 interest of a joint owner who dies survives to the surviving joint
15231523 owner or owners.
15241524 (b) An agreement described by Subsection (a) may not be
15251525 inferred from the mere fact that property is held in joint
15261526 ownership. (Tex. Prob. Code, Sec. 46(a) (part).)
15271527 Sec. 111.002. AGREEMENTS CONCERNING COMMUNITY PROPERTY.
15281528 (a) Section 111.001 does not apply to an agreement between spouses
15291529 regarding the spouses' community property.
15301530 (b) An agreement between spouses regarding a right of
15311531 survivorship in community property is governed by Chapter 112.
15321532 (Tex. Prob. Code, Sec. 46(b).)
15331533 [Sections 111.003-111.050 reserved for expansion]
15341534 SUBCHAPTER B. OTHER PROVISIONS FOR PAYMENT OR TRANSFER
15351535 OF CERTAIN ASSETS ON DEATH
15361536 Sec. 111.051. DEFINITIONS. In this subchapter:
15371537 (1) "Employees' trust" means:
15381538 (A) a trust that forms a part of a stock-bonus,
15391539 pension, or profit-sharing plan under Section 401, Internal Revenue
15401540 Code of 1954 (26 U.S.C. Section 401 (1986));
15411541 (B) a pension trust under Chapter 111, Property
15421542 Code; and
15431543 (C) an employer-sponsored benefit plan or
15441544 program, or any other retirement savings arrangement, including a
15451545 pension plan created under Section 3, Employee Retirement Income
15461546 Security Act of 1974 (29 U.S.C. Section 1002 (1986)), regardless of
15471547 whether the plan, program, or arrangement is funded through a
15481548 trust.
15491549 (2) "Financial institution" has the meaning assigned
15501550 by Section 113.001.
15511551 (3) "Individual retirement account" means a trust,
15521552 custodial arrangement, or annuity under Section 408(a) or (b),
15531553 Internal Revenue Code of 1954 (26 U.S.C. Section 408 (1986)).
15541554 (4) "Retirement account" means a retirement-annuity
15551555 contract, an individual retirement account, a simplified employee
15561556 pension, or any other retirement savings arrangement.
15571557 (5) "Retirement-annuity contract" means an annuity
15581558 contract under Section 403, Internal Revenue Code of 1954 (26
15591559 U.S.C. Section 403 (1986)).
15601560 (6) "Simplified employee pension" means a trust,
15611561 custodial arrangement, or annuity under Section 408, Internal
15621562 Revenue Code of 1954 (26 U.S.C. Section 408 (1986)). (Tex. Prob.
15631563 Code, Secs. 450(a) (part), (c).)
15641564 Sec. 111.052. VALIDITY OF CERTAIN NONTESTAMENTARY
15651565 INSTRUMENTS AND PROVISIONS. (a) This code does not invalidate:
15661566 (1) any provision in an insurance policy, employment
15671567 contract, bond, mortgage, promissory note, deposit agreement,
15681568 employees' trust, retirement account, deferred compensation
15691569 arrangement, custodial agreement, pension plan, trust agreement,
15701570 conveyance of property, security, account with a financial
15711571 institution, mutual fund account, or any other written instrument
15721572 effective as a contract, gift, conveyance, or trust, stating that:
15731573 (A) money or other benefits under the instrument
15741574 due to or controlled or owned by a decedent shall be paid after the
15751575 decedent's death, or property that is the subject of the instrument
15761576 shall pass, to a person designated by the decedent in the instrument
15771577 or in a separate writing, including a will, executed at the same
15781578 time as the instrument or subsequently; or
15791579 (B) money due or to become due under the
15801580 instrument shall cease to be payable if the promisee or promissor
15811581 dies before payment or demand; or
15821582 (2) an instrument described by Subdivision (1).
15831583 (b) A provision described by Subsection (a)(1) is
15841584 considered nontestamentary. (Tex. Prob. Code, Sec. 450(a) (part).)
15851585 Sec. 111.053. CREDITOR'S RIGHTS NOT LIMITED. Nothing in
15861586 this subchapter limits the rights of a creditor under another law of
15871587 this state. (Tex. Prob. Code, Sec. 450(b).)
15881588 CHAPTER 112. COMMUNITY PROPERTY WITH RIGHT OF SURVIVORSHIP
15891589 SUBCHAPTER A. GENERAL PROVISIONS
15901590 Sec. 112.001. DEFINITION OF COMMUNITY PROPERTY
15911591 SURVIVORSHIP AGREEMENT
15921592 Sec. 112.002. APPLICABILITY OF OTHER LAW TO COMMUNITY
15931593 ACCOUNTS
15941594 [Sections 112.003-112.050 reserved for expansion]
15951595 SUBCHAPTER B. COMMUNITY PROPERTY SURVIVORSHIP AGREEMENTS
15961596 Sec. 112.051. AGREEMENT FOR RIGHT OF SURVIVORSHIP IN
15971597 COMMUNITY PROPERTY
15981598 Sec. 112.052. FORM OF AGREEMENT
15991599 Sec. 112.053. ADJUDICATION NOT REQUIRED
16001600 Sec. 112.054. REVOCATION OF AGREEMENT
16011601 [Sections 112.055-112.100 reserved for expansion]
16021602 SUBCHAPTER C. ADJUDICATION TO PROVE COMMUNITY PROPERTY SURVIVORSHIP AGREEMENT
16031603 SURVIVORSHIP AGREEMENT
16041604 Sec. 112.101. APPLICATION AUTHORIZED
16051605 Sec. 112.102. PROOF REQUIRED BY COURT
16061606 Sec. 112.103. METHOD OF PROOF OF SIGNATURES
16071607 Sec. 112.104. COURT ACTION; ISSUANCE OF ORDER
16081608 Sec. 112.105. EFFECT OF ORDER
16091609 Sec. 112.106. CUSTODY OF ADJUDICATED AGREEMENT
16101610 [Sections 112.107-112.150 reserved for expansion]
16111611 SUBCHAPTER D. OWNERSHIP AND TRANSFER OF COMMUNITY PROPERTY SUBJECT TO AGREEMENT
16121612 TO AGREEMENT
16131613 Sec. 112.151. OWNERSHIP OF PROPERTY DURING MARRIAGE;
16141614 MANAGEMENT RIGHTS
16151615 Sec. 112.152. NONTESTAMENTARY NATURE OF TRANSFERS
16161616 UNDER AGREEMENT
16171617 [Sections 112.153-112.200 reserved for expansion]
16181618 SUBCHAPTER E. THIRD PARTIES DEALING WITH COMMUNITY PROPERTY SUBJECT TO RIGHT OF SURVIVORSHIP
16191619 SUBJECT TO RIGHT OF SURVIVORSHIP
16201620 Sec. 112.201. DEFINITION OF CERTIFIED COPY
16211621 Sec. 112.202. ACTUAL KNOWLEDGE OR NOTICE OF AGREEMENT
16221622 Sec. 112.203. PERSONAL REPRESENTATIVE WITHOUT ACTUAL
16231623 KNOWLEDGE OF AGREEMENT
16241624 Sec. 112.204. THIRD-PARTY PURCHASER WITHOUT NOTICE OF
16251625 AGREEMENT
16261626 Sec. 112.205. DEBTORS AND OTHER PERSONS WITHOUT NOTICE
16271627 OF AGREEMENT
16281628 Sec. 112.206. THIRD-PARTY PURCHASER WITHOUT NOTICE OF
16291629 REVOCATION OF AGREEMENT
16301630 Sec. 112.207. DEBTORS AND OTHER PERSONS WITHOUT NOTICE
16311631 OF REVOCATION OF AGREEMENT
16321632 Sec. 112.208. RIGHTS OF SURVIVING SPOUSE AGAINST
16331633 CREDITORS
16341634 [Sections 112.209-112.250 reserved for expansion]
16351635 SUBCHAPTER F. RIGHTS OF CREDITORS
16361636 Sec. 112.251. MULTIPLE-PARTY ACCOUNTS
16371637 Sec. 112.252. LIABILITIES OF DECEASED SPOUSE NOT
16381638 AFFECTED BY RIGHT OF SURVIVORSHIP
16391639 Sec. 112.253. RIGHTS OF DECEASED SPOUSE'S CREDITORS IN
16401640 RELATION TO THIRD PARTIES
16411641 CHAPTER 112. COMMUNITY PROPERTY WITH RIGHT OF SURVIVORSHIP
16421642 SUBCHAPTER A. GENERAL PROVISIONS
16431643 Sec. 112.001. DEFINITION OF COMMUNITY PROPERTY
16441644 SURVIVORSHIP AGREEMENT. In this chapter, "community property
16451645 survivorship agreement" means an agreement between spouses
16461646 creating a right of survivorship in community property. (New.)
16471647 Sec. 112.002. APPLICABILITY OF OTHER LAW TO COMMUNITY
16481648 PROPERTY HELD IN MULTIPLE-PARTY ACCOUNTS. Chapter 113 applies to
16491649 multiple-party accounts held by spouses with a right of
16501650 survivorship to the extent that chapter is not inconsistent with
16511651 this chapter. (Tex. Prob. Code, Sec. 462.)
16521652 [Sections 112.003-112.050 reserved for expansion]
16531653 SUBCHAPTER B. COMMUNITY PROPERTY SURVIVORSHIP AGREEMENTS
16541654 Sec. 112.051. AGREEMENT FOR RIGHT OF SURVIVORSHIP IN
16551655 COMMUNITY PROPERTY. At any time, spouses may agree between
16561656 themselves that all or part of their community property, then
16571657 existing or to be acquired, becomes the property of the surviving
16581658 spouse on the death of a spouse. (Tex. Prob. Code, Sec. 451.)
16591659 Sec. 112.052. FORM OF AGREEMENT. (a) A community property
16601660 survivorship agreement must be in writing and signed by both
16611661 spouses.
16621662 (b) A written agreement signed by both spouses is sufficient
16631663 to create a right of survivorship in the community property
16641664 described in the agreement if the agreement includes any of the
16651665 following phrases:
16661666 (1) "with right of survivorship";
16671667 (2) "will become the property of the survivor";
16681668 (3) "will vest in and belong to the surviving spouse";
16691669 or
16701670 (4) "shall pass to the surviving spouse."
16711671 (c) Notwithstanding Subsection (b), a community property
16721672 survivorship agreement that otherwise meets the requirements of
16731673 this chapter is effective without including any of the phrases
16741674 listed in that subsection. (Tex. Prob. Code, Sec. 452.)
16751675 Sec. 112.053. ADJUDICATION NOT REQUIRED. A community
16761676 property survivorship agreement that satisfies the requirements of
16771677 this chapter is effective and enforceable without an adjudication.
16781678 (Tex. Prob. Code, Secs. 456(a) (part), 458 (part).)
16791679 Sec. 112.054. REVOCATION OF AGREEMENT. (a) A community
16801680 property survivorship agreement made in accordance with this
16811681 chapter may be revoked as provided by the terms of the agreement.
16821682 (b) If a community property survivorship agreement does not
16831683 provide a method of revocation, the agreement may be revoked by a
16841684 written instrument:
16851685 (1) signed by both spouses; or
16861686 (2) signed by one spouse and delivered to the other
16871687 spouse.
16881688 (c) A community property survivorship agreement may be
16891689 revoked with respect to specific property subject to the agreement
16901690 by the disposition of the property by one or both spouses if the
16911691 disposition is not inconsistent with specific terms of the
16921692 agreement and applicable law. (Tex. Prob. Code, Sec. 455.)
16931693 [Sections 112.055-112.100 reserved for expansion]
16941694 SUBCHAPTER C. ADJUDICATION TO PROVE COMMUNITY PROPERTY
16951695 SURVIVORSHIP AGREEMENT
16961696 Sec. 112.101. APPLICATION AUTHORIZED. (a) Notwithstanding
16971697 Section 112.053, after the death of a spouse, the surviving spouse
16981698 or the surviving spouse's personal representative may apply to the
16991699 court for an order stating that a community property survivorship
17001700 agreement satisfies the requirements of this chapter and is
17011701 effective to create a right of survivorship in community property.
17021702 (b) An application under this section must include:
17031703 (1) the surviving spouse's name and domicile;
17041704 (2) the deceased spouse's name and former domicile;
17051705 (3) the fact, time, and place of the deceased spouse's
17061706 death;
17071707 (4) facts establishing venue in the court; and
17081708 (5) the deceased spouse's social security number, if
17091709 known.
17101710 (c) An application under this section must be filed in the
17111711 county of proper venue for administration of the deceased spouse's
17121712 estate.
17131713 (d) The original community property survivorship agreement
17141714 shall be filed with an application under this section. (Tex. Prob.
17151715 Code, Secs. 456(a) (part), (d).)
17161716 Sec. 112.102. PROOF REQUIRED BY COURT. An applicant for an
17171717 order under Section 112.101 must prove to the court's satisfaction
17181718 that:
17191719 (1) the spouse whose community property interest is at
17201720 issue is deceased;
17211721 (2) the court has jurisdiction and venue;
17221722 (3) the agreement was executed with the formalities
17231723 required by law;
17241724 (4) the agreement was not revoked; and
17251725 (5) citation has been served and returned in the
17261726 manner and for the length of time required by this title. (Tex.
17271727 Prob. Code, Sec. 456(b).)
17281728 Sec. 112.103. METHOD OF PROOF OF SIGNATURES. (a) The
17291729 deceased spouse's signature to an agreement that is the subject of
17301730 an application under Section 112.101 may be proved by:
17311731 (1) the sworn testimony of one witness taken in open
17321732 court;
17331733 (2) the affidavit of one witness; or
17341734 (3) the written or oral deposition of one witness
17351735 taken in the same manner and under the same rules as depositions in
17361736 other civil actions.
17371737 (b) If the surviving spouse is competent to make an oath,
17381738 the surviving spouse's signature to the agreement may be proved by:
17391739 (1) the sworn testimony of the surviving spouse taken
17401740 in open court;
17411741 (2) the surviving spouse's affidavit; or
17421742 (3) the written or oral deposition of the surviving
17431743 spouse taken in the same manner and under the same rules as
17441744 depositions in other civil actions.
17451745 (c) If the surviving spouse is not competent to make an
17461746 oath, the surviving spouse's signature to the agreement may be
17471747 proved in the manner provided by Subsection (a) for proof of the
17481748 deceased spouse's signature. (Tex. Prob. Code, Sec. 456(c).)
17491749 Sec. 112.104. COURT ACTION; ISSUANCE OF ORDER. (a) On
17501750 completion of a hearing on an application under Section 112.101, if
17511751 the court is satisfied that the requisite proof has been made, the
17521752 court shall enter an order adjudging the agreement valid.
17531753 (b) Certified copies of the agreement and order may be:
17541754 (1) recorded in other counties; and
17551755 (2) used in evidence, as the original agreement might
17561756 be, on the trial of the same matter in any other court, on appeal or
17571757 otherwise. (Tex. Prob. Code, Sec. 457.)
17581758 Sec. 112.105. EFFECT OF ORDER. (a) An order under this
17591759 subchapter adjudging a community property survivorship agreement
17601760 valid constitutes sufficient authority to a person who:
17611761 (1) owes money, has custody of any property, or acts as
17621762 registrar or transfer agent of any evidence of interest,
17631763 indebtedness, property, or right that is subject to the terms of the
17641764 agreement; or
17651765 (2) purchases from or otherwise deals with the
17661766 surviving spouse for payment or transfer to the surviving spouse.
17671767 (b) The surviving spouse may enforce that spouse's right to
17681768 a payment or transfer from a person described by Subsection (a)(2).
17691769 (Tex. Prob. Code, Sec. 458 (part).)
17701770 Sec. 112.106. CUSTODY OF ADJUDICATED AGREEMENT. (a) An
17711771 original community property survivorship agreement adjudicated
17721772 under this subchapter, together with the order adjudging the
17731773 agreement valid, shall be deposited in the office of the county
17741774 clerk of the county in which the agreement was adjudicated and must
17751775 remain at that office, except during a period when the agreement is
17761776 moved to another location for inspection on order of the court in
17771777 which the agreement was adjudicated.
17781778 (b) If the court orders an original community property
17791779 survivorship agreement adjudicated under this subchapter to be
17801780 moved to another location for inspection, the person moving the
17811781 original agreement shall give a receipt for the agreement and the
17821782 court clerk shall make and retain a copy of the original agreement.
17831783 (Tex. Prob. Code, Sec. 459.)
17841784 [Sections 112.107-112.150 reserved for expansion]
17851785 SUBCHAPTER D. OWNERSHIP AND TRANSFER OF COMMUNITY PROPERTY SUBJECT
17861786 TO AGREEMENT
17871787 Sec. 112.151. OWNERSHIP OF PROPERTY DURING MARRIAGE;
17881788 MANAGEMENT RIGHTS. (a) Property subject to a community property
17891789 survivorship agreement remains community property during the
17901790 marriage of the spouses.
17911791 (b) Unless the agreement provides otherwise, a community
17921792 property survivorship agreement does not affect the rights of the
17931793 spouses concerning the management, control, and disposition of
17941794 property subject to the agreement. (Tex. Prob. Code, Sec. 453.)
17951795 Sec. 112.152. NONTESTAMENTARY NATURE OF TRANSFERS UNDER
17961796 AGREEMENT. (a) Transfers at death resulting from community
17971797 property survivorship agreements made in accordance with this
17981798 chapter are effective by reason of the agreements involved and are
17991799 not testamentary transfers.
18001800 (b) Except as expressly provided otherwise by this title,
18011801 transfers described by Subsection (a) are not subject to the
18021802 provisions of this title applicable to testamentary transfers.
18031803 (Tex. Prob. Code, Sec. 454.)
18041804 [Sections 112.153-112.200 reserved for expansion]
18051805 SUBCHAPTER E. THIRD PARTIES DEALING WITH COMMUNITY PROPERTY
18061806 SUBJECT TO RIGHT OF SURVIVORSHIP
18071807 Sec. 112.201. DEFINITION OF CERTIFIED COPY. In this
18081808 subchapter, a "certified copy" means a copy of an official record or
18091809 document that is:
18101810 (1) authorized by law to be recorded or filed and
18111811 actually recorded or filed in a public office; and
18121812 (2) certified as correct in accordance with Rule 902,
18131813 Texas Rules of Evidence. (Tex. Prob. Code, Sec. 460(f) (part).)
18141814 Sec. 112.202. ACTUAL KNOWLEDGE OR NOTICE OF AGREEMENT. (a)
18151815 In this subchapter, a person or entity has "actual knowledge" of a
18161816 community property survivorship agreement or the revocation of a
18171817 community property survivorship agreement only if the person or
18181818 entity has received:
18191819 (1) written notice of the agreement or revocation; or
18201820 (2) the original or a certified copy of the agreement
18211821 or revoking instrument.
18221822 (b) In this subchapter, a person or entity has "notice" of a
18231823 community property survivorship agreement or the revocation of a
18241824 community property survivorship agreement if:
18251825 (1) the person or entity has actual knowledge of the
18261826 agreement or revocation; or
18271827 (2) with respect to real property, the agreement or
18281828 revoking instrument is properly recorded in the county in which the
18291829 real property is located. (Tex. Prob. Code, Sec. 460(f) (part).)
18301830 Sec. 112.203. PERSONAL REPRESENTATIVE WITHOUT ACTUAL
18311831 KNOWLEDGE OF AGREEMENT. If the personal representative of a
18321832 deceased spouse's estate has no actual knowledge of the existence
18331833 of an agreement creating a right of survivorship in community
18341834 property in the surviving spouse, the personal representative is
18351835 not liable to the surviving spouse or any person claiming from the
18361836 surviving spouse for selling, exchanging, distributing, or
18371837 otherwise disposing of the property. (Tex. Prob. Code, Sec.
18381838 460(a).)
18391839 Sec. 112.204. THIRD-PARTY PURCHASER WITHOUT NOTICE OF
18401840 AGREEMENT. (a) This section applies only to a person or entity who
18411841 for value purchases property:
18421842 (1) from a person claiming from a deceased spouse more
18431843 than six months after the date of the deceased spouse's death or
18441844 from the personal representative of the deceased spouse's estate;
18451845 and
18461846 (2) without notice of the existence of an agreement
18471847 creating a right of survivorship in the property in the surviving
18481848 spouse.
18491849 (b) A purchaser of property from a person claiming from the
18501850 deceased spouse has good title to the interest in the property that
18511851 the person would have had in the absence of the agreement described
18521852 by Subsection (a)(2), as against the claims of the surviving spouse
18531853 or any person claiming from the surviving spouse.
18541854 (c) A purchaser of property from the personal
18551855 representative of the deceased spouse's estate has good title to
18561856 the interest in the property that the personal representative would
18571857 have had authority to convey in the absence of the agreement
18581858 described by Subsection (a)(2), as against the claims of the
18591859 surviving spouse or any person claiming from the surviving spouse.
18601860 (Tex. Prob. Code, Sec. 460(b).)
18611861 Sec. 112.205. DEBTORS AND OTHER PERSONS WITHOUT NOTICE OF
18621862 AGREEMENT. (a) This section applies only to a person or entity
18631863 who:
18641864 (1) owes money to a deceased spouse; or
18651865 (2) has custody of property or acts as registrar or
18661866 transfer agent of any evidence of interest, indebtedness, property,
18671867 or right owned by a deceased spouse before that spouse's death.
18681868 (b) A person or entity with no actual knowledge of the
18691869 existence of an agreement creating a right of survivorship in
18701870 property described by Subsection (a) in the surviving spouse may
18711871 pay or transfer that property to the personal representative of the
18721872 deceased spouse's estate or, if no administration of the deceased
18731873 spouse's estate is pending, to the heirs or devisees of the estate
18741874 and shall be discharged from all claims for those amounts or
18751875 property paid or transferred. (Tex. Prob. Code, Sec. 460(d).)
18761876 Sec. 112.206. THIRD-PARTY PURCHASER WITHOUT NOTICE OF
18771877 REVOCATION OF AGREEMENT. (a) This section applies only to a person
18781878 or entity who for value purchases property from a surviving spouse
18791879 more than six months after the date of the deceased spouse's death
18801880 and:
18811881 (1) with respect to personal property:
18821882 (A) the purchaser has received an original or
18831883 certified copy of an agreement purporting to create a right of
18841884 survivorship in the personal property in the surviving spouse,
18851885 purportedly signed by both spouses; and
18861886 (B) the purchaser has no notice of the revocation
18871887 of the agreement; or
18881888 (2) with respect to real property:
18891889 (A) the purchaser has received an original or
18901890 certified copy of an agreement purporting to create a right of
18911891 survivorship in the real property in the surviving spouse,
18921892 purportedly signed by both spouses or such an agreement is properly
18931893 recorded in a county in which any part of the real property is
18941894 located; and
18951895 (B) the purchaser has no notice of the revocation
18961896 of the agreement.
18971897 (b) A purchaser has good title to the interest in the
18981898 property that the surviving spouse would have had in the absence of
18991899 the revocation of the agreement, as against the claims of the
19001900 personal representative of the deceased spouse's estate or any
19011901 person claiming from the representative or the deceased spouse.
19021902 (Tex. Prob. Code, Sec. 460(c).)
19031903 Sec. 112.207. DEBTORS AND OTHER PERSONS WITHOUT NOTICE OF
19041904 REVOCATION OF AGREEMENT. (a) This section applies only to a person
19051905 or entity who:
19061906 (1) owes money to a deceased spouse; or
19071907 (2) has custody of property or acts as registrar or
19081908 transfer agent of any evidence of interest, indebtedness, property,
19091909 or right owned by a deceased spouse before that spouse's death.
19101910 (b) If a person or entity is presented with the original or a
19111911 certified copy of an agreement creating a right of survivorship in
19121912 property described by Subsection (a) in the surviving spouse,
19131913 purportedly signed by both spouses, and if the person or entity has
19141914 no actual knowledge that the agreement was revoked, the person or
19151915 entity may pay or transfer that property to the surviving spouse and
19161916 shall be discharged from all claims for those amounts or property
19171917 paid or transferred. (Tex. Prob. Code, Sec. 460(e).)
19181918 Sec. 112.208. RIGHTS OF SURVIVING SPOUSE AGAINST CREDITORS.
19191919 Except as expressly provided by this subchapter, this subchapter
19201920 does not affect the rights of a surviving spouse or person claiming
19211921 from the surviving spouse in disputes with persons claiming from a
19221922 deceased spouse or the successors of any of them concerning a
19231923 beneficial interest in property or the proceeds from a beneficial
19241924 interest in property, subject to a right of survivorship under an
19251925 agreement that satisfies the requirements of this chapter. (Tex.
19261926 Prob. Code, Sec. 460(g).)
19271927 [Sections 112.209-112.250 reserved for expansion]
19281928 SUBCHAPTER F. RIGHTS OF CREDITORS
19291929 Sec. 112.251. MULTIPLE-PARTY ACCOUNTS. Chapter 113 governs
19301930 the rights of creditors with respect to multiple-party accounts, as
19311931 defined by Section 113.004. (Tex. Prob. Code, Sec. 461 (part).)
19321932 Sec. 112.252. LIABILITIES OF DECEASED SPOUSE NOT AFFECTED
19331933 BY RIGHT OF SURVIVORSHIP. (a) Except as expressly provided by
19341934 Section 112.251, the community property subject to the sole or
19351935 joint management, control, and disposition of a spouse during
19361936 marriage continues to be subject to the liabilities of that spouse
19371937 on that spouse's death without regard to a right of survivorship in
19381938 the surviving spouse under an agreement made in accordance with
19391939 this chapter.
19401940 (b) The surviving spouse is liable to account to the
19411941 deceased spouse's personal representative for property received by
19421942 the surviving spouse under a right of survivorship to the extent
19431943 necessary to discharge the deceased spouse's liabilities.
19441944 (c) A proceeding to assert a liability under Subsection (b):
19451945 (1) may be commenced only if the deceased spouse's
19461946 personal representative has received a written demand by a
19471947 creditor; and
19481948 (2) must be commenced on or before the second
19491949 anniversary of the deceased spouse's death.
19501950 (d) Property recovered by the deceased spouse's personal
19511951 representative under this section shall be administered as part of
19521952 the deceased spouse's estate. (Tex. Prob. Code, Sec. 461 (part).)
19531953 Sec. 112.253. RIGHTS OF DECEASED SPOUSE'S CREDITORS IN
19541954 RELATION TO THIRD PARTIES. This subchapter does not affect the
19551955 protection afforded to a person or entity under Subchapter E
19561956 unless, before payment or transfer to the surviving spouse, the
19571957 person or entity received a written notice from the deceased
19581958 spouse's personal representative stating the amount needed to
19591959 discharge the deceased spouse's liabilities. (Tex. Prob. Code, Sec.
19601960 461 (part).)
19611961 CHAPTER 113. MULTIPLE-PARTY ACCOUNTS
19621962 SUBCHAPTER A. GENERAL PROVISIONS
19631963 Sec. 113.001. GENERAL DEFINITIONS
19641964 Sec. 113.002. DEFINITION OF PARTY
19651965 Sec. 113.003. DEFINITION OF NET CONTRIBUTION
19661966 Sec. 113.004. TYPES OF ACCOUNTS
19671967 Sec. 113.005. AUTHORITY OF FINANCIAL INSTITUTIONS TO
19681968 ENTER INTO CERTAIN ACCOUNTS
19691969 [Sections 113.006-113.050 reserved for expansion]
19701970 SUBCHAPTER B. UNIFORM ACCOUNT FORM
19711971 Sec. 113.051. ESTABLISHMENT OF TYPE OF ACCOUNT;
19721972 APPLICABILITY OF CERTAIN LAW
19731973 Sec. 113.052. FORM
19741974 Sec. 113.053. USE OF FORM; DISCLOSURE
19751975 [Sections 113.054-113.100 reserved for expansion]
19761976 SUBCHAPTER C. OWNERSHIP AND OPERATION OF ACCOUNTS
19771977 Sec. 113.101. EFFECT OF CERTAIN PROVISIONS REGARDING
19781978 OWNERSHIP BETWEEN PARTIES AND OTHERS
19791979 Sec. 113.102. OWNERSHIP OF JOINT ACCOUNT DURING
19801980 PARTIES' LIFETIMES
19811981 Sec. 113.103. OWNERSHIP OF P.O.D. ACCOUNT DURING
19821982 ORIGINAL PAYEE'S LIFETIME
19831983 Sec. 113.104. OWNERSHIP OF TRUST ACCOUNT DURING
19841984 TRUSTEE'S LIFETIME
19851985 Sec. 113.105. OWNERSHIP OF CONVENIENCE ACCOUNT;
19861986 ADDITIONS AND ACCRUALS
19871987 [Sections 113.106-113.150 reserved for expansion]
19881988 SUBCHAPTER D. RIGHTS OF SURVIVORSHIP IN ACCOUNTS
19891989 Sec. 113.151. ESTABLISHMENT OF RIGHT OF SURVIVORSHIP
19901990 OF PARTY
19911991 Sec. 113.152. OWNERSHIP OF P.O.D. ACCOUNT ON DEATH OF
19921992 PARTY
19931993 Sec. 113.153. OWNERSHIP OF TRUST ACCOUNT ON DEATH OF
19941994 TRUSTEE
19951995 Sec. 113.154. OWNERSHIP OF CONVENIENCE ACCOUNT ON
19961996 DEATH OF PARTY
19971997 Sec. 113.155. EFFECT OF DEATH OF PARTY ON CERTAIN
19981998 SURVIVORSHIP
19991999 Sec. 113.156. APPLICABILITY OF CERTAIN PROVISIONS ON
20002000 DEATH OF PARTY
20012001 Sec. 113.157. WRITTEN NOTICE TO FINANCIAL INSTITUTIONS
20022002 REGARDING FORM OF ACCOUNT
20032003 Sec. 113.158. NONTESTAMENTARY NATURE OF CERTAIN
20042004 TRANSFERS
20052005 [Sections 113.159-113.200 reserved for expansion]
20062006 SUBCHAPTER E. PROTECTION OF FINANCIAL INSTITUTIONS
20072007 Sec. 113.201. APPLICABILITY OF SUBCHAPTER
20082008 Sec. 113.202. PAYMENT OF MULTIPLE-PARTY ACCOUNT
20092009 Sec. 113.203. PAYMENT OF JOINT ACCOUNT
20102010 Sec. 113.204. PAYMENT OF P.O.D. ACCOUNT
20112011 Sec. 113.205. PAYMENT OF TRUST ACCOUNT
20122012 Sec. 113.206. PAYMENT OF CONVENIENCE ACCOUNT
20132013 Sec. 113.207. LIABILITY FOR PAYMENT FROM JOINT ACCOUNT
20142014 AFTER DEATH
20152015 Sec. 113.208. LIABILITY FOR PAYMENT FROM CONVENIENCE
20162016 ACCOUNT
20172017 Sec. 113.209. DISCHARGE FROM CLAIMS
20182018 Sec. 113.210. SET-OFF TO FINANCIAL INSTITUTION
20192019 [Sections 113.211-113.250 reserved for expansion]
20202020 SUBCHAPTER F. RIGHTS OF CREDITORS; PLEDGE OF ACCOUNT
20212021 Sec. 113.251. PLEDGE OF ACCOUNT
20222022 Sec. 113.252. RIGHTS OF CREDITORS
20232023 Sec. 113.253. NO EFFECT ON CERTAIN RIGHTS AND
20242024 LIABILITIES OF FINANCIAL INSTITUTIONS
20252025 CHAPTER 113. MULTIPLE-PARTY ACCOUNTS
20262026 SUBCHAPTER A. GENERAL PROVISIONS
20272027 Sec. 113.001. GENERAL DEFINITIONS. In this chapter:
20282028 (1) "Account" means a contract of deposit of funds
20292029 between a depositor and a financial institution. The term includes
20302030 a checking account, savings account, certificate of deposit, share
20312031 account, or other similar arrangement.
20322032 (2) "Beneficiary" means a person named in a trust
20332033 account for whom a party to the account is named as trustee.
20342034 (3) "Financial institution" means an organization
20352035 authorized to do business under state or federal laws relating to
20362036 financial institutions. The term includes a bank or trust company,
20372037 savings bank, building and loan association, savings and loan
20382038 company or association, credit union, and brokerage firm that deals
20392039 in the sale and purchase of stocks, bonds, and other types of
20402040 securities.
20412041 (4) "Payment" of sums on deposit includes a
20422042 withdrawal, a payment on a check or other directive of a party, and
20432043 a pledge of sums on deposit by a party and any set-off, or reduction
20442044 or other disposition of all or part of an account under a pledge.
20452045 (5) "P.O.D. payee" means a person designated on a
20462046 P.O.D. account as a person to whom the account is payable on request
20472047 after the death of one or more persons.
20482048 (6) "Proof of death" includes:
20492049 (A) a certified copy of a death certificate; or
20502050 (B) a judgment or order of a court in a proceeding
20512051 in which the death of a person is proved to the satisfaction of the
20522052 court by circumstantial evidence in accordance with Chapter 454.
20532053 (7) "Request" means a proper request for withdrawal,
20542054 or a check or order for payment, that complies with all conditions
20552055 of the account, including special requirements concerning
20562056 necessary signatures and regulations of the financial institution.
20572057 If a financial institution conditions withdrawal or payment on
20582058 advance notice, for purposes of this chapter a request for
20592059 withdrawal or payment is treated as immediately effective and a
20602060 notice of intent to withdraw is treated as a request for withdrawal.
20612061 (8) "Sums on deposit" means the balance payable on a
20622062 multiple-party account including interest, dividends, and any
20632063 deposit life insurance proceeds added to the account by reason of
20642064 the death of a party.
20652065 (9) "Withdrawal" includes payment to a third person in
20662066 accordance with a check or other directive of a party. (Tex. Prob.
20672067 Code, Secs. 436(1), (2), (3), (8), (9), (11), (12), (13), (15).)
20682068 Sec. 113.002. DEFINITION OF PARTY. (a) In this chapter,
20692069 "party" means a person who, by the terms of a multiple-party
20702070 account, has a present right, subject to request, to payment from
20712071 the account. Except as otherwise required by the context, the term
20722072 includes a guardian, personal representative, or assignee,
20732073 including an attaching creditor, of a party. The term also includes
20742074 a person identified as a trustee of an account for another
20752075 regardless of whether a beneficiary is named. The term does not
20762076 include a named beneficiary unless the beneficiary has a present
20772077 right of withdrawal.
20782078 (b) A P.O.D. payee or beneficiary of a trust account is a
20792079 party only after the account becomes payable to the P.O.D. payee or
20802080 beneficiary by reason of the P.O.D. payee or beneficiary surviving
20812081 the original payee or trustee. (Tex. Prob. Code, Sec. 436(7).)
20822082 Sec. 113.003. DEFINITION OF NET CONTRIBUTION. (a) In this
20832083 chapter, "net contribution" of a party to a joint account at any
20842084 given time is the sum of all deposits made to that account by or for
20852085 the party, less all withdrawals made by or for the party that have
20862086 not been paid to or applied to the use of any other party, plus a pro
20872087 rata share of any interest or dividends included in the current
20882088 balance of the account. The term also includes any deposit life
20892089 insurance proceeds added to the account by reason of the death of
20902090 the party whose net contribution is in question.
20912091 (b) A financial institution may not be required to inquire,
20922092 for purposes of establishing net contributions, about:
20932093 (1) the source of funds received for deposit to a
20942094 multiple-party account; or
20952095 (2) the proposed application of an amount withdrawn
20962096 from a multiple-party account. (Tex. Prob. Code, Secs. 436(6), 444
20972097 (part).)
20982098 Sec. 113.004. TYPES OF ACCOUNTS. In this chapter:
20992099 (1) "Convenience account" means an account that:
21002100 (A) is established at a financial institution by
21012101 one or more parties in the names of the parties and one or more
21022102 convenience signers; and
21032103 (B) has terms that provide that the sums on
21042104 deposit are paid or delivered to the parties or to the convenience
21052105 signers "for the convenience" of the parties.
21062106 (2) "Joint account" means an account payable on
21072107 request to one or more of two or more parties, regardless of whether
21082108 there is a right of survivorship.
21092109 (3) "Multiple-party account" means a joint account, a
21102110 convenience account, a P.O.D. account, or a trust account. The term
21112111 does not include an account established for the deposit of funds of
21122112 a partnership, joint venture, or other association for business
21132113 purposes, or an account controlled by one or more persons as the
21142114 authorized agent or trustee for a corporation, unincorporated
21152115 association, charitable or civic organization, or a regular
21162116 fiduciary or trust account in which the relationship is established
21172117 other than by deposit agreement.
21182118 (4) "P.O.D. account" means an account payable on
21192119 request to:
21202120 (A) one person during the person's lifetime and,
21212121 on the person's death, to one or more P.O.D. payees; or
21222122 (B) one or more persons during their lifetimes
21232123 and, on the death of all of those persons, to one or more P.O.D.
21242124 payees.
21252125 (5) "Trust account" means an account in the name of one
21262126 or more parties as trustee for one or more beneficiaries in which
21272127 the relationship is established by the form of the account and the
21282128 deposit agreement with the financial institution and in which there
21292129 is no subject of the trust other than the sums on deposit in the
21302130 account. The deposit agreement is not required to address payment
21312131 to the beneficiary. The term does not include:
21322132 (A) a regular trust account under a testamentary
21332133 trust or a trust agreement that has significance apart from the
21342134 account; or
21352135 (B) a fiduciary account arising from a fiduciary
21362136 relationship, such as the attorney-client relationship. (Tex.
21372137 Prob. Code, Secs. 436(4), (5), (10), (14), 438A(a).)
21382138 Sec. 113.005. AUTHORITY OF FINANCIAL INSTITUTIONS TO ENTER
21392139 INTO CERTAIN ACCOUNTS. A financial institution may enter into a
21402140 multiple-party account to the same extent that the institution may
21412141 enter into a single-party account. (Tex. Prob. Code, Sec. 444
21422142 (part).)
21432143 [Sections 113.006-113.050 reserved for expansion]
21442144 SUBCHAPTER B. UNIFORM ACCOUNT FORM
21452145 Sec. 113.051. ESTABLISHMENT OF TYPE OF ACCOUNT;
21462146 APPLICABILITY OF CERTAIN LAW. (a) A contract of deposit that
21472147 contains provisions substantially the same as in the form provided
21482148 by Section 113.052 establishes the type of account selected by a
21492149 party. This chapter governs an account selected under the form,
21502150 other than a single-party account without a P.O.D. designation.
21512151 (b) A contract of deposit that does not contain provisions
21522152 substantially the same as in the form provided by Section 113.052 is
21532153 governed by the provisions of this chapter applicable to the type of
21542154 account that most nearly conforms to the depositor's intent. (Tex.
21552155 Prob. Code, Sec. 439A(a).)
21562156 Sec. 113.052. FORM. A financial institution may use the
21572157 following form to establish the type of account selected by a party:
21582158 UNIFORM SINGLE-PARTY OR MULTIPLE-PARTY ACCOUNT SELECTION
21592159 FORM NOTICE: The type of account you select may determine how
21602160 property passes on your death. Your will may not control the
21612161 disposition of funds held in some of the following accounts.
21622162 Select one of the following accounts by placing your initials
21632163 next to the account selected:
21642164 ___ (1) SINGLE-PARTY ACCOUNT WITHOUT "P.O.D." (PAYABLE ON
21652165 DEATH) DESIGNATION. The party to the account owns the account. On
21662166 the death of the party, ownership of the account passes as a part of
21672167 the party's estate under the party's will or by intestacy.
21682168 Enter the name of the party:
21692169 ________________________________________________________________
21702170 ___ (2) SINGLE-PARTY ACCOUNT WITH "P.O.D." (PAYABLE ON
21712171 DEATH) DESIGNATION. The party to the account owns the account. On
21722172 the death of the party, ownership of the account passes to the
21732173 P.O.D. beneficiaries of the account. The account is not a part of
21742174 the party's estate.
21752175 Enter the name of the party:
21762176 ________________________________________________________________
21772177 Enter the name or names of the P.O.D. beneficiaries:
21782178 ________________________________________________________________
21792179 ________________________________________________________________
21802180 ___ (3) MULTIPLE-PARTY ACCOUNT WITHOUT RIGHT OF
21812181 SURVIVORSHIP. The parties to the account own the account in
21822182 proportion to the parties' net contributions to the account. The
21832183 financial institution may pay any sum in the account to a party at
21842184 any time. On the death of a party, the party's ownership of the
21852185 account passes as a part of the party's estate under the party's
21862186 will or by intestacy.
21872187 Enter the names of the parties:
21882188 ________________________________________________________________
21892189 ________________________________________________________________
21902190 ________________________________________________________________
21912191 ___ (4) MULTIPLE-PARTY ACCOUNT WITH RIGHT OF SURVIVORSHIP.
21922192 The parties to the account own the account in proportion to the
21932193 parties' net contributions to the account. The financial
21942194 institution may pay any sum in the account to a party at any time.
21952195 On the death of a party, the party's ownership of the account passes
21962196 to the surviving parties.
21972197 Enter the names of the parties:
21982198 ________________________________________________________________
21992199 ________________________________________________________________
22002200 ___ (5) MULTIPLE-PARTY ACCOUNT WITH RIGHT OF SURVIVORSHIP AND
22012201 P.O.D. (PAYABLE ON DEATH) DESIGNATION. The parties to the account
22022202 own the account in proportion to the parties' net contributions to
22032203 the account. The financial institution may pay any sum in the
22042204 account to a party at any time. On the death of the last surviving
22052205 party, the ownership of the account passes to the P.O.D.
22062206 beneficiaries.
22072207 Enter the names of the parties:
22082208 ________________________________________________________________
22092209 ________________________________________________________________
22102210 Enter the name or names of the P.O.D. beneficiaries:
22112211 ________________________________________________________________
22122212 ________________________________________________________________
22132213 ___ (6) CONVENIENCE ACCOUNT. The parties to the account own
22142214 the account. One or more convenience signers to the account may
22152215 make account transactions for a party. A convenience signer does
22162216 not own the account. On the death of the last surviving party,
22172217 ownership of the account passes as a part of the last surviving
22182218 party's estate under the last surviving party's will or by
22192219 intestacy. The financial institution may pay funds in the account
22202220 to a convenience signer before the financial institution receives
22212221 notice of the death of the last surviving party. The payment to a
22222222 convenience signer does not affect the parties' ownership of the
22232223 account.
22242224 Enter the names of the parties:
22252225 ________________________________________________________________
22262226 ________________________________________________________________
22272227 Enter the names of the convenience signers:
22282228 ________________________________________________________________
22292229 ________________________________________________________________
22302230 ___ (7) TRUST ACCOUNT. The parties named as trustees to the
22312231 account own the account in proportion to the parties' net
22322232 contributions to the account. A trustee may withdraw funds from the
22332233 account. A beneficiary may not withdraw funds from the account
22342234 before all trustees are deceased. On the death of the last
22352235 surviving trustee, the ownership of the account passes to the
22362236 beneficiary. The trust account is not a part of a trustee's estate
22372237 and does not pass under the trustee's will or by intestacy, unless
22382238 the trustee survives all of the beneficiaries and all other
22392239 trustees.
22402240 Enter the name or names of the trustees:
22412241 ________________________________________________________________
22422242 ________________________________________________________________
22432243 Enter the name or names of the beneficiaries:
22442244 ________________________________________________________________
22452245 ________________________________________________________________
22462246 (Tex. Prob. Code, Sec. 439A(b).)
22472247 Sec. 113.053. USE OF FORM; DISCLOSURE. (a) A financial
22482248 institution is considered to have adequately disclosed the
22492249 information provided in this subchapter if the financial
22502250 institution uses the form provided by Section 113.052.
22512251 (b) If a financial institution varies the format of the form
22522252 provided by Section 113.052, the financial institution may make
22532253 disclosures in the account agreement or in any other form that
22542254 adequately discloses the information provided by this subchapter.
22552255 (c) If the customer receives adequate disclosure of the
22562256 ownership rights to an account and the names of the parties are
22572257 appropriately indicated, a financial institution may combine any of
22582258 the provisions in, and vary the format of, the form and notices
22592259 described in Section 113.052 in:
22602260 (1) a universal account form with options listed for
22612261 selection and additional disclosures provided in the account
22622262 agreement; or
22632263 (2) any other manner that adequately discloses the
22642264 information provided by this subchapter. (Tex. Prob. Code, Secs.
22652265 439A(c), (d).)
22662266 [Sections 113.054-113.100 reserved for expansion]
22672267 SUBCHAPTER C. OWNERSHIP AND OPERATION OF ACCOUNTS
22682268 Sec. 113.101. EFFECT OF CERTAIN PROVISIONS REGARDING
22692269 OWNERSHIP BETWEEN PARTIES AND OTHERS. The provisions of this
22702270 subchapter and Subchapters B and D that relate to beneficial
22712271 ownership between parties, or between parties and P.O.D. payees or
22722272 beneficiaries of multiple-party accounts:
22732273 (1) are relevant only to controversies between those
22742274 persons and those persons' creditors and other successors; and
22752275 (2) do not affect the withdrawal power of those
22762276 persons under the terms of an account contract. (Tex. Prob. Code,
22772277 Sec. 437.)
22782278 Sec. 113.102. OWNERSHIP OF JOINT ACCOUNT DURING PARTIES'
22792279 LIFETIMES. During the lifetime of all parties to a joint account,
22802280 the account belongs to the parties in proportion to the net
22812281 contributions by each party to the sums on deposit unless there is
22822282 clear and convincing evidence of a different intent. (Tex. Prob.
22832283 Code, Sec. 438(a).)
22842284 Sec. 113.103. OWNERSHIP OF P.O.D. ACCOUNT DURING ORIGINAL
22852285 PAYEE'S LIFETIME. (a) During the lifetime of an original payee of
22862286 a P.O.D. account, the account belongs to the original payee and does
22872287 not belong to the P.O.D. payee or payees.
22882288 (b) If two or more parties are named as original payees of a
22892289 P.O.D. account, during the parties' lifetimes rights between the
22902290 parties are governed by Section 113.102. (Tex. Prob. Code, Sec.
22912291 438(b).)
22922292 Sec. 113.104. OWNERSHIP OF TRUST ACCOUNT DURING TRUSTEE'S
22932293 LIFETIME. (a) A trust account belongs beneficially to the trustee
22942294 during the trustee's lifetime unless:
22952295 (1) the terms of the account or the deposit agreement
22962296 manifest a contrary intent; or
22972297 (2) other clear and convincing evidence of an
22982298 irrevocable trust exists.
22992299 (b) If two or more parties are named as trustees on a trust
23002300 account, during the parties' lifetimes beneficial rights between
23012301 the parties are governed by Section 113.102.
23022302 (c) An account that is an irrevocable trust belongs
23032303 beneficially to the beneficiary. (Tex. Prob. Code, Sec. 438(c).)
23042304 Sec. 113.105. OWNERSHIP OF CONVENIENCE ACCOUNT; ADDITIONS
23052305 AND ACCRUALS. (a) The making of a deposit in a convenience account
23062306 does not affect the title to the deposit.
23072307 (b) A party to a convenience account is not considered to
23082308 have made a gift of the deposit, or of any additions or accruals to
23092309 the deposit, to a convenience signer.
23102310 (c) An addition made to a convenience account by anyone
23112311 other than a party, and accruals to the addition, are considered to
23122312 have been made by a party. (Tex. Prob. Code, Secs. 438A(b), (c),
23132313 (e).)
23142314 [Sections 113.106-113.150 reserved for expansion]
23152315 SUBCHAPTER D. RIGHTS OF SURVIVORSHIP IN ACCOUNTS
23162316 Sec. 113.151. ESTABLISHMENT OF RIGHT OF SURVIVORSHIP IN
23172317 JOINT ACCOUNT; OWNERSHIP ON DEATH OF PARTY. (a) Sums remaining on
23182318 deposit on the death of a party to a joint account belong to the
23192319 surviving party or parties against the estate of the deceased party
23202320 if the interest of the deceased party is made to survive to the
23212321 surviving party or parties by a written agreement signed by the
23222322 party who dies.
23232323 (b) Notwithstanding any other law, an agreement is
23242324 sufficient under this section to confer an absolute right of
23252325 survivorship on parties to a joint account if the agreement
23262326 contains a statement substantially similar to the following: "On
23272327 the death of one party to a joint account, all sums in the account on
23282328 the date of the death vest in and belong to the surviving party as
23292329 his or her separate property and estate."
23302330 (c) A survivorship agreement may not be inferred from the
23312331 mere fact that the account is a joint account.
23322332 (d) If there are two or more surviving parties to a joint
23332333 account that is subject to a right of survivorship agreement:
23342334 (1) during the parties' lifetimes respective
23352335 ownerships are in proportion to the parties' previous ownership
23362336 interests under Sections 113.102, 113.103, and 113.104, as
23372337 applicable, augmented by an equal share for each survivor of any
23382338 interest a deceased party owned in the account immediately before
23392339 that party's death; and
23402340 (2) the right of survivorship continues between the
23412341 surviving parties if a written agreement signed by a party who dies
23422342 provides for that continuation. (Tex. Prob. Code, Sec. 439(a).)
23432343 Sec. 113.152. OWNERSHIP OF P.O.D. ACCOUNT ON DEATH OF
23442344 PARTY. (a) If the account is a P.O.D. account and there is a
23452345 written agreement signed by the original payee or payees, on the
23462346 death of the original payee or on the death of the survivor of two or
23472347 more original payees, any sums remaining on deposit belong to:
23482348 (1) the P.O.D. payee or payees if surviving; or
23492349 (2) the survivor of the P.O.D. payees if one or more
23502350 P.O.D. payees die before the original payee.
23512351 (b) If two or more P.O.D. payees survive, no right of
23522352 survivorship exists between the surviving P.O.D. payees unless the
23532353 terms of the account or deposit agreement expressly provide for
23542354 survivorship between those payees. (Tex. Prob. Code, Sec. 439(b).)
23552355 Sec. 113.153. OWNERSHIP OF TRUST ACCOUNT ON DEATH OF
23562356 TRUSTEE. (a) If the account is a trust account and there is a
23572357 written agreement signed by the trustee or trustees, on death of the
23582358 trustee or the survivor of two or more trustees, any sums remaining
23592359 on deposit belong to:
23602360 (1) the person or persons named as beneficiaries, if
23612361 surviving; or
23622362 (2) the survivor of the persons named as beneficiaries
23632363 if one or more beneficiaries die before the trustee.
23642364 (b) If two or more beneficiaries survive, no right of
23652365 survivorship exists between the surviving beneficiaries unless the
23662366 terms of the account or deposit agreement expressly provide for
23672367 survivorship between those beneficiaries. (Tex. Prob. Code, Sec.
23682368 439(c).)
23692369 Sec. 113.154. OWNERSHIP OF CONVENIENCE ACCOUNT ON DEATH OF
23702370 PARTY. On the death of the last surviving party to a convenience
23712371 account:
23722372 (1) a convenience signer has no right of survivorship
23732373 in the account; and
23742374 (2) ownership of the account remains in the estate of
23752375 the last surviving party. (Tex. Prob. Code, Sec. 438A(d).)
23762376 Sec. 113.155. EFFECT OF DEATH OF PARTY ON CERTAIN ACCOUNTS
23772377 WITHOUT RIGHTS OF SURVIVORSHIP. The death of a party to a
23782378 multiple-party account to which Sections 113.151, 113.152, and
23792379 113.153 do not apply has no effect on the beneficial ownership of
23802380 the account, other than to transfer the rights of the deceased party
23812381 as part of the deceased party's estate. (Tex. Prob. Code, Sec.
23822382 439(d).)
23832383 Sec. 113.156. APPLICABILITY OF CERTAIN PROVISIONS ON DEATH
23842384 OF PARTY. Sections 113.151, 113.152, 113.153, and 113.155 as to
23852385 rights of survivorship are determined by the form of the account at
23862386 the death of a party. (Tex. Prob. Code, Sec. 440 (part).)
23872387 Sec. 113.157. WRITTEN NOTICE TO FINANCIAL INSTITUTIONS
23882388 REGARDING FORM OF ACCOUNT. Notwithstanding any other law, the form
23892389 of an account may be altered by written order given by a party to the
23902390 financial institution to change the form of the account or to stop
23912391 or vary payment under the terms of the account. The order or
23922392 request must be signed by a party, received by the financial
23932393 institution during the party's lifetime, and not countermanded by
23942394 another written order of the same party during the party's
23952395 lifetime. (Tex. Prob. Code, Sec. 440 (part).)
23962396 Sec. 113.158. NONTESTAMENTARY NATURE OF CERTAIN TRANSFERS.
23972397 Transfers resulting from the application of Sections 113.151,
23982398 113.152, 113.153, and 113.155 are effective by reason of the
23992399 account contracts involved and this chapter and are not to be
24002400 considered testamentary transfers or subject to the testamentary
24012401 provisions of this title. (Tex. Prob. Code, Sec. 441.)
24022402 [Sections 113.159-113.200 reserved for expansion]
24032403 SUBCHAPTER E. PROTECTION OF FINANCIAL INSTITUTIONS
24042404 Sec. 113.201. APPLICABILITY OF SUBCHAPTER. This subchapter
24052405 and Section 113.003(b) govern:
24062406 (1) the liability of financial institutions that make
24072407 payments as provided by this subchapter; and
24082408 (2) the set-off rights of those institutions. (Tex.
24092409 Prob. Code, Sec. 443.)
24102410 Sec. 113.202. PAYMENT OF MULTIPLE-PARTY ACCOUNT. A
24112411 multiple-party account may be paid, on request, to any one or more
24122412 of the parties. (Tex. Prob. Code, Sec. 444 (part).)
24132413 Sec. 113.203. PAYMENT OF JOINT ACCOUNT. (a) Subject to
24142414 Subsection (b), amounts in a joint account may be paid, on request,
24152415 to any party without regard to whether any other party is
24162416 incapacitated or deceased at the time the payment is demanded.
24172417 (b) Payment may not be made to the personal representative
24182418 or heir of a deceased party unless:
24192419 (1) proofs of death are presented to the financial
24202420 institution showing that the deceased party was the last surviving
24212421 party; or
24222422 (2) there is no right of survivorship under Sections
24232423 113.151, 113.152, 113.153, and 113.155. (Tex. Prob. Code, Sec. 445
24242424 (part).)
24252425 Sec. 113.204. PAYMENT OF P.O.D. ACCOUNT. (a) A P.O.D.
24262426 account may be paid, on request, to any original payee of the
24272427 account.
24282428 (b) Payment may be made, on request, to the P.O.D. payee or
24292429 to the personal representative or heirs of a deceased P.O.D. payee
24302430 on the presentation to the financial institution of proof of death
24312431 showing that the P.O.D. payee survived each person named as an
24322432 original payee.
24332433 (c) Payment may be made to the personal representative or
24342434 heirs of a deceased original payee if proof of death is presented to
24352435 the financial institution showing that the deceased original payee
24362436 was the survivor of each other person named on the account as an
24372437 original payee or a P.O.D. payee. (Tex. Prob. Code, Sec. 446.)
24382438 Sec. 113.205. PAYMENT OF TRUST ACCOUNT. (a) A trust
24392439 account may be paid, on request, to any trustee.
24402440 (b) Unless a financial institution has received written
24412441 notice that a beneficiary has a vested interest not dependent on the
24422442 beneficiary's surviving the trustee, payment may be made to the
24432443 personal representative or heirs of a deceased trustee if proof of
24442444 death is presented to the financial institution showing that the
24452445 deceased trustee was the survivor of each other person named on the
24462446 account as a trustee or beneficiary.
24472447 (c) Payment may be made, on request, to a beneficiary if
24482448 proof of death is presented to the financial institution showing
24492449 that the beneficiary or beneficiaries survived all persons named as
24502450 trustees. (Tex. Prob. Code, Sec. 447.)
24512451 Sec. 113.206. PAYMENT OF CONVENIENCE ACCOUNT. Deposits to
24522452 a convenience account and additions and accruals to the deposits
24532453 may be paid to a party or a convenience signer. (Tex. Prob. Code,
24542454 Sec. 438A(f) (part).)
24552455 Sec. 113.207. LIABILITY FOR PAYMENT FROM JOINT ACCOUNT
24562456 AFTER DEATH. A financial institution that pays an amount from a
24572457 joint account to a surviving party to that account in accordance
24582458 with a written agreement under Section 113.151 is not liable to an
24592459 heir, devisee, or beneficiary of the deceased party's estate.
24602460 (Tex. Prob. Code, Sec. 445 (part).)
24612461 Sec. 113.208. LIABILITY FOR PAYMENT FROM CONVENIENCE
24622462 ACCOUNT. (a) A financial institution is completely released from
24632463 liability for a payment made from a convenience account before the
24642464 financial institution receives notice in writing signed by a party
24652465 not to make the payment in accordance with the terms of the account.
24662466 After receipt of the notice from a party, the financial institution
24672467 may require a party to approve any further payments from the
24682468 account.
24692469 (b) A financial institution that makes a payment of the sums
24702470 on deposit in a convenience account to a convenience signer after
24712471 the death of the last surviving party, but before the financial
24722472 institution receives written notice of the last surviving party's
24732473 death, is completely released from liability for the payment.
24742474 (c) A financial institution that makes a payment of the sums
24752475 on deposit in a convenience account to the personal representative
24762476 of the deceased last surviving party's estate after the death of the
24772477 last surviving party, but before a court order prohibiting payment
24782478 is served on the financial institution, is, to the extent of the
24792479 payment, released from liability to any person claiming a right to
24802480 the funds. The personal representative's receipt of the funds is a
24812481 complete release and discharge of the financial institution. (Tex.
24822482 Prob. Code, Secs. 438A(f) (part), (g).)
24832483 Sec. 113.209. DISCHARGE FROM CLAIMS. (a) Payment made in
24842484 accordance with Section 113.202, 113.203, 113.204, 113.205, or
24852485 113.207 discharges the financial institution from all claims for
24862486 those amounts paid regardless of whether the payment is consistent
24872487 with the beneficial ownership of the account between parties,
24882488 P.O.D. payees, or beneficiaries, or their successors.
24892489 (b) The protection provided by Subsection (a) does not
24902490 extend to payments made after a financial institution receives,
24912491 from any party able to request present payment, written notice to
24922492 the effect that withdrawals in accordance with the terms of the
24932493 account should not be permitted. Unless the notice is withdrawn by
24942494 the person giving the notice, the successor of a deceased party must
24952495 concur in a demand for withdrawal for the financial institution to
24962496 be protected under Subsection (a).
24972497 (c) No notice, other than the notice described by Subsection
24982498 (b), or any other information shown to have been available to a
24992499 financial institution affects the institution's right to the
25002500 protection provided by Subsection (a).
25012501 (d) The protection provided by Subsection (a) does not
25022502 affect the rights of parties in disputes between the parties or the
25032503 parties' successors concerning the beneficial ownership of funds
25042504 in, or withdrawn from, multiple-party accounts. (Tex. Prob. Code,
25052505 Sec. 448.)
25062506 Sec. 113.210. SET-OFF TO FINANCIAL INSTITUTION. (a)
25072507 Without qualifying any other statutory right to set-off or lien and
25082508 subject to any contractual provision, if a party to a
25092509 multiple-party account is indebted to a financial institution, the
25102510 financial institution has a right to set-off against the account in
25112511 which the party has, or had immediately before the party's death, a
25122512 present right of withdrawal.
25132513 (b) The amount of the account subject to set-off under this
25142514 section is that proportion to which the debtor is, or was
25152515 immediately before the debtor's death, beneficially entitled, and
25162516 in the absence of proof of net contributions, to an equal share with
25172517 all parties having present rights of withdrawal. (Tex. Prob. Code,
25182518 Sec. 449.)
25192519 [Sections 113.211-113.250 reserved for expansion]
25202520 SUBCHAPTER F. RIGHTS OF CREDITORS; PLEDGE OF ACCOUNT
25212521 Sec. 113.251. PLEDGE OF ACCOUNT. (a) A party to a
25222522 multiple-party account may pledge the account or otherwise create a
25232523 security interest in the account without the joinder of, as
25242524 applicable, a P.O.D. payee, a beneficiary, a convenience signer, or
25252525 any other party to a joint account, regardless of whether a right
25262526 of survivorship exists.
25272527 (b) A convenience signer may not pledge or otherwise create
25282528 a security interest in an account.
25292529 (c) Not later than the 30th day after the date a security
25302530 interest on a multiple-party account is perfected, a secured
25312531 creditor that is a financial institution with accounts insured by
25322532 the Federal Deposit Insurance Corporation shall provide written
25332533 notice of the pledge of the account to any other party to the
25342534 account who did not create the security interest. The notice must
25352535 be sent by certified mail to each other party at the last address
25362536 the party provided to the depository bank.
25372537 (d) The financial institution is not required to provide the
25382538 notice described by Subsection (c) to a P.O.D. payee, beneficiary,
25392539 or convenience signer. (Tex. Prob. Code, Sec. 442 (part).)
25402540 Sec. 113.252. RIGHTS OF CREDITORS. (a) A multiple-party
25412541 account is not effective against:
25422542 (1) an estate of a deceased party to transfer to a
25432543 survivor amounts needed to pay debts, taxes, and expenses of
25442544 administration, including statutory allowances to the surviving
25452545 spouse and minor children, if other assets of the estate are
25462546 insufficient; or
25472547 (2) the claim of a secured creditor who has a lien on
25482548 the account.
25492549 (b) A party, P.O.D. payee, or beneficiary who receives
25502550 payment from a multiple-party account after the death of a deceased
25512551 party is liable to account to the deceased party's personal
25522552 representative for amounts the deceased party owned beneficially
25532553 immediately before the party's death to the extent necessary to
25542554 discharge the claims and charges described by Subsection (a) that
25552555 remain unpaid after application of the deceased party's estate.
25562556 The party, P.O.D. payee, or beneficiary is not liable in an amount
25572557 greater than the amount the party, P.O.D. payee, or beneficiary
25582558 received from the multiple-party account.
25592559 (c) A proceeding to assert liability under Subsection (b):
25602560 (1) may only be commenced if the personal
25612561 representative receives a written demand by a surviving spouse, a
25622562 creditor, or one acting for a minor child of the deceased party; and
25632563 (2) must be commenced on or before the second
25642564 anniversary of the death of the deceased party.
25652565 (d) Amounts recovered by the personal representative under
25662566 this section must be administered as part of the decedent's estate.
25672567 (Tex. Prob. Code, Sec. 442 (part).)
25682568 Sec. 113.253. NO EFFECT ON CERTAIN RIGHTS AND LIABILITIES
25692569 OF FINANCIAL INSTITUTIONS. This subchapter does not:
25702570 (1) affect the right of a financial institution to
25712571 make payment on multiple-party accounts according to the terms of
25722572 the account; or
25732573 (2) make the financial institution liable to the
25742574 estate of a deceased party unless, before payment, the institution
25752575 received written notice from the personal representative stating
25762576 the amounts needed to pay debts, taxes, claims, and expenses of
25772577 administration. (Tex. Prob. Code, Sec. 442 (part).)
25782578 [Chapters 114-120 reserved for expansion]
25792579 CHAPTER 121. SURVIVAL REQUIREMENTS
25802580 SUBCHAPTER A. GENERAL PROVISIONS
25812581 Sec. 121.001. APPLICABILITY OF CHAPTER
25822582 [Sections 121.002-121.050 reserved for expansion]
25832583 SUBCHAPTER B. SURVIVAL REQUIREMENT FOR INTESTATE SUCCESSION AND CERTAIN OTHER PURPOSES
25842584 CERTAIN OTHER PURPOSES
25852585 Sec. 121.051. APPLICABILITY OF SUBCHAPTER
25862586 Sec. 121.052. REQUIRED PERIOD OF SURVIVAL FOR
25872587 PURPOSES
25882588 Sec. 121.053. INTESTATE SUCCESSION: FAILURE TO
25892589 CIRCUMSTANCES
25902590 [Sections 121.054-121.100 reserved for expansion]
25912591 SUBCHAPTER C. SURVIVAL REQUIREMENTS FOR CERTAIN BENEFICIARIES
25922592 Sec. 121.101. REQUIRED PERIOD OF SURVIVAL FOR DEVISEE
25932593 Sec. 121.102. REQUIRED PERIOD OF SURVIVAL FOR
25942594 CONTINGENT BENEFICIARY
25952595 [Sections 121.103-121.150 reserved for expansion]
25962596 SUBCHAPTER D. DISTRIBUTION OF CERTAIN PROPERTY ON PERSON'S FAILURE TO SURVIVE FOR REQUIRED PERIOD
25972597 TO SURVIVE FOR REQUIRED PERIOD
25982598 Sec. 121.151. DISTRIBUTION OF COMMUNITY PROPERTY
25992599 Sec. 121.152. DISTRIBUTION OF PROPERTY OWNED BY JOINT
26002600 OWNERS
26012601 Sec. 121.153. DISTRIBUTION OF CERTAIN INSURANCE
26022602 PROCEEDS
26032603 CHAPTER 121. SURVIVAL REQUIREMENTS
26042604 SUBCHAPTER A. GENERAL PROVISIONS
26052605 Sec. 121.001. APPLICABILITY OF CHAPTER. This chapter does
26062606 not apply if provision has been made by will, living trust, deed, or
26072607 insurance contract, or in any other manner, for a disposition of
26082608 property that is different from the disposition of the property
26092609 that would be made if the provisions of this chapter applied. (Tex.
26102610 Prob. Code, Sec. 47(f).)
26112611 [Sections 121.002-121.050 reserved for expansion]
26122612 SUBCHAPTER B. SURVIVAL REQUIREMENT FOR INTESTATE SUCCESSION AND
26132613 CERTAIN OTHER PURPOSES
26142614 Sec. 121.051. APPLICABILITY OF SUBCHAPTER. This subchapter
26152615 does not apply if the application of this subchapter would result in
26162616 the escheat of an intestate estate. (Tex. Prob. Code, Sec. 47(a)
26172617 (part).)
26182618 Sec. 121.052. REQUIRED PERIOD OF SURVIVAL FOR INTESTATE
26192619 SUCCESSION AND CERTAIN OTHER PURPOSES. A person who does not
26202620 survive a decedent by 120 hours is considered to have predeceased
26212621 the decedent for purposes of the homestead allowance, exempt
26222622 property, and intestate succession, and the decedent's heirs are
26232623 determined accordingly, except as otherwise provided by this
26242624 chapter. (Tex. Prob. Code, Sec. 47(a) (part).)
26252625 Sec. 121.053. INTESTATE SUCCESSION: FAILURE TO SURVIVE
26262626 PRESUMED UNDER CERTAIN CIRCUMSTANCES. A person who, if the person
26272627 survived a decedent by 120 hours, would be the decedent's heir is
26282628 considered not to have survived the decedent for the required
26292629 period if:
26302630 (1) the time of death of the decedent or of the person,
26312631 or the times of death of both, cannot be determined; and
26322632 (2) the person's survival for the required period
26332633 after the decedent's death cannot be established. (Tex. Prob.
26342634 Code, Sec. 47(a) (part).)
26352635 [Sections 121.054-121.100 reserved for expansion]
26362636 SUBCHAPTER C. SURVIVAL REQUIREMENTS FOR CERTAIN BENEFICIARIES
26372637 Sec. 121.101. REQUIRED PERIOD OF SURVIVAL FOR DEVISEE. A
26382638 devisee who does not survive the testator by 120 hours is treated as
26392639 if the devisee predeceased the testator unless the testator's will
26402640 contains some language that:
26412641 (1) deals explicitly with simultaneous death or deaths
26422642 in a common disaster; or
26432643 (2) requires the devisee to survive the testator, or
26442644 to survive the testator for a stated period, to take under the will.
26452645 (Tex. Prob. Code, Sec. 47(c) (part).)
26462646 Sec. 121.102. REQUIRED PERIOD OF SURVIVAL FOR CONTINGENT
26472647 BENEFICIARY. (a) If property is disposed of in a manner that
26482648 conditions the right of a beneficiary to succeed to an interest in
26492649 the property on the beneficiary surviving another person, the
26502650 beneficiary is considered not to have survived the other person
26512651 unless the beneficiary survives the person by 120 hours, except as
26522652 provided by Subsection (b).
26532653 (b) If an interest in property is given alternatively to one
26542654 of two or more beneficiaries, with the right of each beneficiary to
26552655 take being dependent on that beneficiary surviving the other
26562656 beneficiary or beneficiaries, and all of the beneficiaries die
26572657 within a period of less than 120 hours, the property shall be
26582658 divided into as many equal portions as there are beneficiaries. The
26592659 portions shall be distributed respectively to those who would have
26602660 taken if each beneficiary had survived. (Tex. Prob. Code, Sec.
26612661 47(c) (part).)
26622662 [Sections 121.103-121.150 reserved for expansion]
26632663 SUBCHAPTER D. DISTRIBUTION OF CERTAIN PROPERTY ON PERSON'S FAILURE
26642664 TO SURVIVE FOR REQUIRED PERIOD
26652665 Sec. 121.151. DISTRIBUTION OF COMMUNITY PROPERTY. (a)
26662666 This section applies to community property, including the proceeds
26672667 of life or accident insurance that are community property and
26682668 become payable to the estate of either the husband or wife.
26692669 (b) If a husband and wife die leaving community property but
26702670 neither survives the other by 120 hours, one-half of all community
26712671 property shall be distributed as if the husband had survived, and
26722672 the other one-half shall be distributed as if the wife had survived.
26732673 (Tex. Prob. Code, Sec. 47(b).)
26742674 Sec. 121.152. DISTRIBUTION OF PROPERTY OWNED BY JOINT
26752675 OWNERS. If property, including community property with a right of
26762676 survivorship, is owned so that one of two joint owners is entitled
26772677 to the whole of the property on the death of the other, but neither
26782678 survives the other by 120 hours, one-half of the property shall be
26792679 distributed as if one joint owner had survived, and the other
26802680 one-half shall be distributed as if the other joint owner had
26812681 survived. If there are more than two joint owners and all of the
26822682 joint owners die within a period of less than 120 hours, the
26832683 property shall be divided into as many equal portions as there are
26842684 joint owners and the portions shall be distributed respectively to
26852685 those who would have taken if each joint owner survived. (Tex.
26862686 Prob. Code, Sec. 47(d).)
26872687 Sec. 121.153. DISTRIBUTION OF CERTAIN INSURANCE PROCEEDS.
26882688 (a) If the insured under a life or accident insurance policy and a
26892689 beneficiary of the proceeds of that policy die within a period of
26902690 less than 120 hours, the insured is considered to have survived the
26912691 beneficiary for the purpose of determining the rights under the
26922692 policy of the beneficiary or beneficiaries as such.
26932693 (b) This section does not prevent the applicability of
26942694 Section 121.151 to proceeds of life or accident insurance that are
26952695 community property. (Tex. Prob. Code, Sec. 47(e).)
26962696 CHAPTER 122. DISCLAIMERS AND ASSIGNMENTS
26972697 SUBCHAPTER A. GENERAL PROVISIONS RELATING TO DISCLAIMER
26982698 Sec. 122.001. DEFINITIONS
26992699 Sec. 122.002. WHO MAY DISCLAIM
27002700 Sec. 122.003. EFFECTIVE DATE; CREDITORS' CLAIMS
27012701 Sec. 122.004. DISCLAIMER IRREVOCABLE
27022702 Sec. 122.005. POWER TO PROVIDE METHOD OF DISCLAIMER
27032703 [Sections 122.006-122.050 reserved for expansion]
27042704 SUBCHAPTER B. FORM, FILING, AND NOTICE OF DISCLAIMER
27052705 Sec. 122.051. FORM
27062706 Sec. 122.052. FILING IN PROBATE COURT
27072707 Sec. 122.053. FILING IN COUNTY OF DECEDENT'S RESIDENCE
27082708 Sec. 122.054. NONRESIDENT DECEDENT
27092709 Sec. 122.055. FILING DEADLINE
27102710 Sec. 122.056. NOTICE
27112711 [Sections 122.057-122.100 reserved for expansion]
27122712 SUBCHAPTER C. EFFECT OF DISCLAIMER
27132713 Sec. 122.101. EFFECT
27142714 Sec. 122.102. INEFFECTIVE DISCLAIMER
27152715 Sec. 122.103. SUBSEQUENT DISCLAIMER
27162716 Sec. 122.104. DISCLAIMER AFTER ACCEPTANCE
27172717 Sec. 122.105. INTEREST IN TRUST PROPERTY
27182718 Sec. 122.106. INTEREST IN SECURITIES
27192719 [Sections 122.107-122.150 reserved for expansion]
27202720 SUBCHAPTER D. PARTIAL DISCLAIMER
27212721 Sec. 122.151. PARTIAL DISCLAIMER
27222722 Sec. 122.152. EFFECT OF PARTIAL DISCLAIMER
27232723 Sec. 122.153. PARTIAL DISCLAIMER BY SPOUSE
27242724 [Sections 122.154-122.200 reserved for expansion]
27252725 SUBCHAPTER E. ASSIGNMENT OF INTEREST
27262726 Sec. 122.201. ASSIGNMENT
27272727 Sec. 122.202. FILING OF ASSIGNMENT
27282728 Sec. 122.203. NOTICE
27292729 Sec. 122.204. FAILURE TO COMPLY
27302730 Sec. 122.205. GIFT
27312731 Sec. 122.206. SPENDTHRIFT PROVISION
27322732 CHAPTER 122. DISCLAIMERS AND ASSIGNMENTS
27332733 SUBCHAPTER A. GENERAL PROVISIONS RELATING TO DISCLAIMER
27342734 Sec. 122.001. DEFINITIONS. In this chapter, other than
27352735 Subchapter E:
27362736 (1) "Beneficiary" includes a person who would have
27372737 been entitled, if the person had not made a disclaimer, to receive
27382738 property as a result of the death of another person:
27392739 (A) by inheritance;
27402740 (B) under a will;
27412741 (C) by an agreement between spouses for community
27422742 property with a right of survivorship;
27432743 (D) by a joint tenancy with a right of
27442744 survivorship;
27452745 (E) by a survivorship agreement, account, or
27462746 interest in which the interest of the decedent passes to a surviving
27472747 beneficiary;
27482748 (F) by an insurance, annuity, endowment,
27492749 employment, deferred compensation, or other contract or
27502750 arrangement; or
27512751 (G) under a pension, profit sharing, thrift,
27522752 stock bonus, life insurance, survivor income, incentive, or other
27532753 plan or program providing retirement, welfare, or fringe benefits
27542754 with respect to an employee or a self-employed individual.
27552755 (2) "Disclaimer" includes renunciation.
27562756 (3) "Property" includes all legal and equitable
27572757 interests, powers, and property, present or future, vested or
27582758 contingent, and beneficial or burdensome, in whole or in part.
27592759 (Tex. Prob. Code, Sec. 37A(e).)
27602760 Sec. 122.002. WHO MAY DISCLAIM. (a) A person who may be
27612761 entitled to receive property as a beneficiary who on or after
27622762 September 1, 1977, intends to irrevocably disclaim all or any part
27632763 of the property shall evidence the disclaimer as provided by this
27642764 chapter.
27652765 (b) Subject to Subsection (c), the legally authorized
27662766 representative of a person who may be entitled to receive property
27672767 as a beneficiary who on or after September 1, 1977, intends to
27682768 irrevocably disclaim all or any part of the property on the
27692769 beneficiary's behalf shall evidence the disclaimer as provided by
27702770 this chapter.
27712771 (c) A disclaimer made by a legally authorized
27722772 representative described by Subsection (d)(1), (2), or (3), other
27732773 than an independent executor, must be made with prior court
27742774 approval of the court that has or would have jurisdiction over the
27752775 legally authorized representative. A disclaimer made by an
27762776 independent executor on behalf of a decedent may be made without
27772777 prior court approval.
27782778 (d) In this section, "legally authorized representative"
27792779 means:
27802780 (1) a guardian if the person entitled to receive the
27812781 property as a beneficiary is an incapacitated person;
27822782 (2) a guardian ad litem if the person entitled to
27832783 receive the property as a beneficiary is an unborn or unascertained
27842784 person;
27852785 (3) a personal representative, including an
27862786 independent executor, if the person entitled to receive the
27872787 property as a beneficiary is a decedent; or
27882788 (4) an attorney in fact or agent appointed under a
27892789 durable power of attorney authorizing disclaimers if the person
27902790 entitled to receive the property as a beneficiary executed the
27912791 power of attorney as a principal. (Tex. Prob. Code, Sec. 37A(a).)
27922792 Sec. 122.003. EFFECTIVE DATE; CREDITORS' CLAIMS. (a) A
27932793 disclaimer evidenced as provided by this chapter is effective for
27942794 all purposes as of the date of the decedent's death.
27952795 (b) Property disclaimed in accordance with this chapter is
27962796 not subject to the claims of a creditor of the disclaimant. (Tex.
27972797 Prob. Code, Sec. 37A(b).)
27982798 Sec. 122.004. DISCLAIMER IRREVOCABLE. A disclaimer that is
27992799 filed and served as provided by this chapter is irrevocable. (Tex.
28002800 Prob. Code, Sec. 37A(k).)
28012801 Sec. 122.005. POWER TO PROVIDE METHOD OF DISCLAIMER. A
28022802 will, insurance policy, employee benefit agreement, or other
28032803 instrument may provide for the making of a disclaimer by a
28042804 beneficiary of an interest receivable under that instrument and for
28052805 the disposition of disclaimed property in a manner different than
28062806 provided by this chapter. (Tex. Prob. Code, Sec. 37A(j).)
28072807 [Sections 122.006-122.050 reserved for expansion]
28082808 SUBCHAPTER B. FORM, FILING, AND NOTICE OF DISCLAIMER
28092809 Sec. 122.051. FORM. A disclaimer of property receivable by
28102810 a beneficiary must be evidenced by written memorandum acknowledged
28112811 before:
28122812 (1) a notary public; or
28132813 (2) another person authorized to take acknowledgments
28142814 of conveyances of real estate. (Tex. Prob. Code, Sec. 37A(g).)
28152815 Sec. 122.052. FILING IN PROBATE COURT. Except as provided
28162816 by Sections 122.053 and 122.054, the written memorandum of
28172817 disclaimer must be filed in the probate court in which:
28182818 (1) the decedent's will has been probated;
28192819 (2) proceedings have commenced for the administration
28202820 of the decedent's estate; or
28212821 (3) an application has been filed for probate of the
28222822 decedent's will or administration of the decedent's estate. (Tex.
28232823 Prob. Code, Sec. 37A(h) (part).)
28242824 Sec. 122.053. FILING IN COUNTY OF DECEDENT'S RESIDENCE.
28252825 The written memorandum of disclaimer must be filed with the county
28262826 clerk of the county of the decedent's residence on the date of the
28272827 decedent's death if:
28282828 (1) the administration of the decedent's estate is
28292829 closed;
28302830 (2) one year has expired since the date letters
28312831 testamentary were issued in an independent administration;
28322832 (3) a will of the decedent has not been probated or
28332833 filed for probate;
28342834 (4) administration of the decedent's estate has not
28352835 commenced; or
28362836 (5) an application for administration of the
28372837 decedent's estate has not been filed. (Tex. Prob. Code, Sec. 37A(h)
28382838 (part).)
28392839 Sec. 122.054. NONRESIDENT DECEDENT. If the decedent is not
28402840 a resident of this state on the date of the decedent's death and the
28412841 disclaimer is of real property that is located in this state, the
28422842 written memorandum of disclaimer must be:
28432843 (1) filed with the county clerk of the county in which
28442844 the real property is located; and
28452845 (2) recorded by the county clerk in the deed records of
28462846 that county. (Tex. Prob. Code, Sec. 37A(h) (part).)
28472847 Sec. 122.055. FILING DEADLINE. (a) Except as provided by
28482848 Subsection (c), a written memorandum of disclaimer of a present
28492849 interest must be filed not later than nine months after the date of
28502850 the decedent's death.
28512851 (b) Except as provided by Subsection (c), a written
28522852 memorandum of disclaimer of a future interest may be filed not later
28532853 than nine months after the date of the event determining that the
28542854 taker of the property or interest is finally ascertained and the
28552855 taker's interest is indefeasibly vested.
28562856 (c) If the beneficiary is a charitable organization or a
28572857 governmental agency of the state, a written memorandum of
28582858 disclaimer of a present or future interest must be filed not later
28592859 than the later of:
28602860 (1) the first anniversary of the date the beneficiary
28612861 receives the notice required by Subchapter A, Chapter 308; or
28622862 (2) the expiration of the six-month period following
28632863 the date the personal representative files the inventory,
28642864 appraisement, and list of claims due or owing to the estate. (Tex.
28652865 Prob. Code, Sec. 37A(h) (part).)
28662866 Sec. 122.056. NOTICE. (a) Except as provided by Subsection
28672867 (b), a copy of the written memorandum of disclaimer shall be
28682868 delivered in person to, or mailed by registered or certified mail to
28692869 and received by, the legal representative of the transferor of the
28702870 interest or the holder of legal title to the property to which the
28712871 disclaimer relates not later than nine months after:
28722872 (1) the date of the decedent's death; or
28732873 (2) if the interest is a future interest, the date the
28742874 person who will receive the property or interest is finally
28752875 ascertained and the person's interest is indefeasibly vested.
28762876 (b) If the beneficiary is a charitable organization or a
28772877 governmental agency of this state, notice of a disclaimer required
28782878 by Subsection (a) must be filed not later than the later of:
28792879 (1) the first anniversary of the date the beneficiary
28802880 receives the notice required by Subchapter A, Chapter 308; or
28812881 (2) the expiration of the six-month period following
28822882 the date the personal representative files the inventory,
28832883 appraisement, and list of claims due or owing to the estate. (Tex.
28842884 Prob. Code, Sec. 37A(i).)
28852885 [Sections 122.057-122.100 reserved for expansion]
28862886 SUBCHAPTER C. EFFECT OF DISCLAIMER
28872887 Sec. 122.101. EFFECT. Unless the decedent's will provides
28882888 otherwise:
28892889 (1) property subject to a disclaimer passes as if the
28902890 person disclaiming or on whose behalf a disclaimer is made had
28912891 predeceased the decedent; and
28922892 (2) a future interest that would otherwise take effect
28932893 in possession or enjoyment after the termination of the estate or
28942894 interest that is disclaimed takes effect as if the disclaiming
28952895 beneficiary had predeceased the decedent. (Tex. Prob. Code, Sec.
28962896 37A(c).)
28972897 Sec. 122.102. INEFFECTIVE DISCLAIMER. (a) Except as
28982898 provided by Subsection (b), a disclaimer that does not comply with
28992899 this chapter is ineffective.
29002900 (b) A disclaimer otherwise ineffective under Subsection (a)
29012901 is effective as an assignment of the disclaimed property to those
29022902 who would have received the property had the person attempting the
29032903 disclaimer died before the decedent. (Tex. Prob. Code, Sec.
29042904 37A(d).)
29052905 Sec. 122.103. SUBSEQUENT DISCLAIMER. This chapter does not
29062906 prevent a person who is entitled to property as the result of a
29072907 disclaimer from subsequently disclaiming the property. (Tex. Prob.
29082908 Code, Sec. 37A(f).)
29092909 Sec. 122.104. DISCLAIMER AFTER ACCEPTANCE. A disclaimer is
29102910 not effective if the person making the disclaimer has previously
29112911 accepted the property by taking possession or exercising dominion
29122912 and control of the property as a beneficiary. (Tex. Prob. Code,
29132913 Sec. 37A(n).)
29142914 Sec. 122.105. INTEREST IN TRUST PROPERTY. A beneficiary
29152915 who accepts an interest in a trust is not considered to have a
29162916 direct or indirect interest in trust property that relates to a
29172917 licensed or permitted business and over which the beneficiary
29182918 exercises no control. (Tex. Prob. Code, Sec. 37A(o) (part).)
29192919 Sec. 122.106. INTEREST IN SECURITIES. Direct or indirect
29202920 beneficial ownership of not more than five percent of any class of
29212921 equity securities that is registered under the Securities Exchange
29222922 Act of 1934 (15 U.S.C. Section 78a et seq.) is not considered an
29232923 ownership interest in the business of the issuer of the securities
29242924 within the meaning of any statute, pursuant thereto. (Tex. Prob.
29252925 Code, Sec. 37A(o) (part).)
29262926 [Sections 122.107-122.150 reserved for expansion]
29272927 SUBCHAPTER D. PARTIAL DISCLAIMER
29282928 Sec. 122.151. PARTIAL DISCLAIMER. A person who may be
29292929 entitled to receive property as a beneficiary may wholly or partly
29302930 disclaim the property, including:
29312931 (1) specific powers of invasion;
29322932 (2) powers of appointment; and
29332933 (3) fee estate in favor of life estates. (Tex. Prob.
29342934 Code, Sec. 37A(l) (part).)
29352935 Sec. 122.152. EFFECT OF PARTIAL DISCLAIMER. A partial
29362936 disclaimer in accordance with this chapter is effective whether the
29372937 property disclaimed constitutes a portion of a single, aggregate
29382938 gift or constitutes part or all of a separate, independent gift,
29392939 except that:
29402940 (1) a partial disclaimer is effective only with
29412941 respect to property expressly described or referred to by category
29422942 in the disclaimer; and
29432943 (2) a partial disclaimer of property subject to a
29442944 burdensome interest created by the decedent's will is not effective
29452945 unless the property constitutes a gift separate and distinct from
29462946 undisclaimed gifts. (Tex. Prob. Code, Sec. 37A(l) (part).)
29472947 Sec. 122.153. PARTIAL DISCLAIMER BY SPOUSE. A disclaimer
29482948 by the decedent's surviving spouse of a transfer by the decedent is
29492949 not a disclaimer by the surviving spouse of all or any part of any
29502950 other transfer from the decedent to or for the benefit of the
29512951 surviving spouse, regardless of whether the property or interest
29522952 that would have passed under the disclaimed transfer passes because
29532953 of the disclaimer to or for the benefit of the surviving spouse by
29542954 the other transfer. (Tex. Prob. Code, Sec. 37A(m).)
29552955 [Sections 122.154-122.200 reserved for expansion]
29562956 SUBCHAPTER E. ASSIGNMENT OF INTEREST
29572957 Sec. 122.201. ASSIGNMENT. A person who is entitled to
29582958 receive property or an interest in property from a decedent under a
29592959 will, by inheritance, or as a beneficiary under a life insurance
29602960 contract, and does not disclaim the property under this chapter may
29612961 assign the property or interest in property to any person. (Tex.
29622962 Prob. Code, Sec. 37B(a).)
29632963 Sec. 122.202. FILING OF ASSIGNMENT. An assignment may, at
29642964 the request of the assignor, be filed as provided for the filing of
29652965 a disclaimer under Subchapter B. (Tex. Prob. Code, Sec. 37B(b)
29662966 (part).)
29672967 Sec. 122.203. NOTICE. Notice of the filing of an assignment
29682968 as provided by Section 122.202 must be served as required by Section
29692969 122.056 for notice of a disclaimer. (Tex. Prob. Code, Sec. 37B(b)
29702970 (part).)
29712971 Sec. 122.204. FAILURE TO COMPLY. Failure to comply with
29722972 Subchapters A, B, C, and D does not affect an assignment. (Tex.
29732973 Prob. Code, Sec. 37B(c).)
29742974 Sec. 122.205. GIFT. An assignment under this subchapter is
29752975 a gift to the assignee and is not a disclaimer under Subchapters A,
29762976 B, C, and D. (Tex. Prob. Code, Sec. 37B(d).)
29772977 Sec. 122.206. SPENDTHRIFT PROVISION. An assignment of
29782978 property or interest that would defeat a spendthrift provision
29792979 imposed in a trust may not be made under this subchapter. (Tex.
29802980 Prob. Code, Sec. 37B(e).)
29812981 CHAPTER 123. DISSOLUTION OF MARRIAGE
29822982 SUBCHAPTER A. EFFECT OF DISSOLUTION OF MARRIAGE ON WILL
29832983 Sec. 123.001. WILL PROVISIONS MADE BEFORE DISSOLUTION
29842984 OF MARRIAGE
29852985 Sec. 123.002. TREATMENT OF DECEDENT'S FORMER SPOUSE
29862986 [Sections 123.003-123.050 reserved for expansion]
29872987 SUBCHAPTER B. EFFECT OF DISSOLUTION OF MARRIAGE ON CERTAIN NONTESTAMENTARY TRANSFERS
29882988 NONTESTAMENTARY TRANSFERS
29892989 Sec. 123.051. DEFINITIONS
29902990 Sec. 123.052. REVOCATION OF CERTAIN NONTESTAMENTARY
29912991 OR PLANS
29922992 Sec. 123.053. EFFECT OF REVOCATION
29932993 Sec. 123.054. LIABILITY OF CERTAIN PURCHASERS OR
29942994 BENEFITS, OR PROPERTY
29952995 Sec. 123.055. LIABILITY OF FORMER SPOUSE FOR CERTAIN
29962996 PAYMENTS, BENEFITS, OR PROPERTY
29972997 [Sections 123.056-123.100 reserved for expansion]
29982998 SUBCHAPTER C. CERTAIN MARRIAGES VOIDABLE AFTER DEATH
29992999 Sec. 123.101. PROCEEDING TO VOID MARRIAGE BASED ON
30003000 DEATH
30013001 Sec. 123.102. APPLICATION TO VOID MARRIAGE AFTER DEATH
30023002 Sec. 123.103. ACTION ON APPLICATION TO VOID MARRIAGE
30033003 AFTER DEATH
30043004 Sec. 123.104. EFFECT OF VOIDED MARRIAGE
30053005 CHAPTER 123. DISSOLUTION OF MARRIAGE
30063006 SUBCHAPTER A. EFFECT OF DISSOLUTION OF MARRIAGE ON WILL
30073007 Sec. 123.001. WILL PROVISIONS MADE BEFORE DISSOLUTION OF
30083008 MARRIAGE. (a) In this section, "relative" means an individual
30093009 related to another individual by:
30103010 (1) consanguinity, as determined under Section
30113011 573.022, Government Code; or
30123012 (2) affinity, as determined under Section 573.024,
30133013 Government Code.
30143014 (b) If, after the testator makes a will, the testator's
30153015 marriage is dissolved by divorce, annulment, or a declaration that
30163016 the marriage is void, all provisions in the will, including all
30173017 fiduciary appointments, shall be read as if the former spouse and
30183018 each relative of the former spouse who is not a relative of the
30193019 testator failed to survive the testator, unless the will expressly
30203020 provides otherwise. (Tex. Prob. Code, Secs. 69(a), (b).)
30213021 Sec. 123.002. TREATMENT OF DECEDENT'S FORMER SPOUSE. A
30223022 person is not a surviving spouse of a decedent if the person's
30233023 marriage to the decedent has been dissolved by divorce, annulment,
30243024 or a declaration that the marriage is void, unless:
30253025 (1) as the result of a subsequent marriage, the person
30263026 is married to the decedent at the time of death; and
30273027 (2) the subsequent marriage is not declared void under
30283028 Subchapter C. (Tex. Prob. Code, Sec. 69(c).)
30293029 [Sections 123.003-123.050 reserved for expansion]
30303030 SUBCHAPTER B. EFFECT OF DISSOLUTION OF MARRIAGE ON CERTAIN
30313031 NONTESTAMENTARY TRANSFERS
30323032 Sec. 123.051. DEFINITIONS. In this subchapter:
30333033 (1) "Disposition or appointment of property" includes
30343034 a transfer of property to or a provision of another benefit to a
30353035 beneficiary under a trust instrument.
30363036 (2) "Divorced individual" means an individual whose
30373037 marriage has been dissolved by divorce or annulment.
30383038 (3) "Revocable," with respect to a disposition,
30393039 appointment, provision, or nomination, means a disposition to,
30403040 appointment of, provision in favor of, or nomination of an
30413041 individual's spouse that is contained in a trust instrument
30423042 executed by the individual before the dissolution of the
30433043 individual's marriage to the spouse and that the individual was
30443044 solely empowered by law or by the trust instrument to revoke
30453045 regardless of whether the individual had the capacity to exercise
30463046 the power at that time. (Tex. Prob. Code, Sec. 471.)
30473047 Sec. 123.052. REVOCATION OF CERTAIN NONTESTAMENTARY
30483048 TRANSFERS; TREATMENT OF FORMER SPOUSE AS BENEFICIARY UNDER CERTAIN
30493049 POLICIES OR PLANS. (a) The dissolution of the marriage revokes a
30503050 provision in a trust instrument that was executed by a divorced
30513051 individual before the individual's marriage was dissolved and that:
30523052 (1) is a revocable disposition or appointment of
30533053 property made to the individual's former spouse;
30543054 (2) confers a general or special power of appointment
30553055 on the individual's former spouse; or
30563056 (3) nominates the individual's former spouse to serve:
30573057 (A) as a personal representative, trustee,
30583058 conservator, agent, or guardian; or
30593059 (B) in another fiduciary or representative
30603060 capacity.
30613061 (b) Subsection (a) does not apply if one of the following
30623062 provides otherwise:
30633063 (1) a court order;
30643064 (2) the express terms of a trust instrument executed
30653065 by the divorced individual before the individual's marriage was
30663066 dissolved; or
30673067 (3) an express provision of a contract relating to the
30683068 division of the marital estate entered into between the divorced
30693069 individual and the individual's former spouse before, during, or
30703070 after the marriage.
30713071 (c) Sections 9.301 and 9.302, Family Code, govern the
30723072 designation of a former spouse as a beneficiary of certain life
30733073 insurance policies or as a beneficiary under certain retirement
30743074 benefit plans or other financial plans. (Tex. Prob. Code, Sec.
30753075 472(a); New.)
30763076 Sec. 123.053. EFFECT OF REVOCATION. (a) An interest granted
30773077 in a provision of a trust instrument that is revoked under Section
30783078 123.052(a)(1) or (2) passes as if the former spouse of the divorced
30793079 individual who executed the trust instrument disclaimed the
30803080 interest granted in the provision.
30813081 (b) An interest granted in a provision of a trust instrument
30823082 that is revoked under Section 123.052(a)(3) passes as if the former
30833083 spouse died immediately before the dissolution of the marriage.
30843084 (Tex. Prob. Code, Sec. 472(b).)
30853085 Sec. 123.054. LIABILITY OF CERTAIN PURCHASERS OR RECIPIENTS
30863086 OF CERTAIN PAYMENTS, BENEFITS, OR PROPERTY. A bona fide purchaser
30873087 of property from a divorced individual's former spouse or a person
30883088 who receives from the former spouse a payment, benefit, or property
30893089 in partial or full satisfaction of an enforceable obligation:
30903090 (1) is not required by this subchapter to return the
30913091 payment, benefit, or property; and
30923092 (2) is not liable under this subchapter for the amount
30933093 of the payment or the value of the property or benefit. (Tex. Prob.
30943094 Code, Sec. 473(a).)
30953095 Sec. 123.055. LIABILITY OF FORMER SPOUSE FOR CERTAIN
30963096 PAYMENTS, BENEFITS, OR PROPERTY. A divorced individual's former
30973097 spouse who, not for value, receives a payment, benefit, or property
30983098 to which the former spouse is not entitled as a result of Sections
30993099 123.052(a) and (b):
31003100 (1) shall return the payment, benefit, or property to
31013101 the person who is entitled to the payment, benefit, or property
31023102 under this subchapter; or
31033103 (2) is personally liable to the person described by
31043104 Subdivision (1) for the amount of the payment or the value of the
31053105 benefit or property received, as applicable. (Tex. Prob. Code,
31063106 Sec. 473(b).)
31073107 [Sections 123.056-123.100 reserved for expansion]
31083108 SUBCHAPTER C. CERTAIN MARRIAGES VOIDABLE AFTER DEATH
31093109 Sec. 123.101. PROCEEDING TO VOID MARRIAGE BASED ON MENTAL
31103110 CAPACITY PENDING AT TIME OF DEATH. (a) If a proceeding under Chapter
31113111 6, Family Code, to declare a marriage void based on the lack of
31123112 mental capacity of one of the parties to the marriage is pending on
31133113 the date of death of one of those parties, or if a guardianship
31143114 proceeding in which a court is requested under Chapter 6, Family
31153115 Code, to declare a ward's or proposed ward's marriage void based on
31163116 the lack of mental capacity of the ward or proposed ward is pending
31173117 on the date of the ward's or proposed ward's death, the court may
31183118 make the determination and declare the marriage void after the
31193119 decedent's death.
31203120 (b) In making a determination described by Subsection (a),
31213121 the court shall apply the standards for an annulment prescribed by
31223122 Section 6.108(a), Family Code. (Tex. Prob. Code, Sec. 47A(a).)
31233123 Sec. 123.102. APPLICATION TO VOID MARRIAGE AFTER DEATH. (a)
31243124 Subject to Subsection (c), if a proceeding described by Section
31253125 123.101(a) is not pending on the date of a decedent's death, an
31263126 interested person may file an application with the court requesting
31273127 that the court void the marriage of the decedent if:
31283128 (1) on the date of the decedent's death, the decedent
31293129 was married; and
31303130 (2) that marriage commenced not earlier than three
31313131 years before the date of the decedent's death.
31323132 (b) The notice applicable to a proceeding for a declaratory
31333133 judgment under Chapter 37, Civil Practice and Remedies Code,
31343134 applies to a proceeding under Subsection (a).
31353135 (c) An application authorized by Subsection (a) may not be
31363136 filed after the first anniversary of the date of the decedent's
31373137 death. (Tex. Prob. Code, Secs. 47A(b), (c).)
31383138 Sec. 123.103. ACTION ON APPLICATION TO VOID MARRIAGE AFTER
31393139 DEATH. (a) Except as provided by Subsection (b), in a proceeding
31403140 brought under Section 123.102, the court shall declare the
31413141 decedent's marriage void if the court finds that, on the date the
31423142 marriage occurred, the decedent did not have the mental capacity
31433143 to:
31443144 (1) consent to the marriage; and
31453145 (2) understand the nature of the marriage ceremony, if
31463146 a ceremony occurred.
31473147 (b) A court that makes a finding described by Subsection (a)
31483148 may not declare the decedent's marriage void if the court finds
31493149 that, after the date the marriage occurred, the decedent:
31503150 (1) gained the mental capacity to recognize the
31513151 marriage relationship; and
31523152 (2) did recognize the marriage relationship. (Tex.
31533153 Prob. Code, Secs. 47A(d), (e).)
31543154 Sec. 123.104. EFFECT OF VOIDED MARRIAGE. If the court
31553155 declares a decedent's marriage void in a proceeding described by
31563156 Section 123.101(a) or brought under Section 123.102, the other
31573157 party to the marriage is not considered the decedent's surviving
31583158 spouse for purposes of any law of this state. (Tex. Prob. Code, Sec.
31593159 47A(f).)
31603160 CHAPTER 124. VALUATION AND TAXATION OF ESTATE PROPERTY
31613161 SUBCHAPTER A. APPORTIONMENT OF TAXES
31623162 Sec. 124.001. DEFINITIONS
31633163 Sec. 124.002. REFERENCES TO INTERNAL REVENUE CODE
31643164 Sec. 124.003. APPORTIONMENT DIRECTED BY FEDERAL LAW
31653165 Sec. 124.004. EFFECT OF DISCLAIMERS
31663166 Sec. 124.005. GENERAL APPORTIONMENT OF ESTATE TAX;
31673167 EXCEPTIONS
31683168 Sec. 124.006. EFFECT OF TAX DEDUCTIONS, EXEMPTIONS, OR
31693169 CREDITS
31703170 Sec. 124.007. EXCLUSION OF CERTAIN PROPERTY FROM
31713171 APPORTIONMENT
31723172 Sec. 124.008. EXCLUSION OF CERTAIN TEMPORARY
31733173 INTERESTS FROM APPORTIONMENT
31743174 Sec. 124.009. QUALIFIED REAL PROPERTY
31753175 Sec. 124.010. EFFECT OF EXTENSION OR DEFICIENCY IN
31763176 REPRESENTATIVE
31773177 Sec. 124.011. APPORTIONMENT OF INTEREST AND PENALTIES
31783178 Sec. 124.012. APPORTIONMENT OF REPRESENTATIVE'S
31793179 EXPENSES
31803180 Sec. 124.013. WITHHOLDING OF ESTATE TAX SHARE BY
31813181 REPRESENTATIVE
31823182 Sec. 124.014. RECOVERY OF ESTATE TAX SHARE NOT
31833183 WITHHELD
31843184 Sec. 124.015. RECOVERY OF UNPAID ESTATE TAX;
31853185 REIMBURSEMENT
31863186 Sec. 124.016. TIME TO INITIATE ACTIONS TO RECOVER
31873187 UNPAID ESTATE TAX
31883188 Sec. 124.017. TAX OR DEATH DUTY PAYABLE TO ANOTHER
31893189 STATE
31903190 Sec. 124.018. PAYMENT OF EXPENSES AND ATTORNEY'S FEES
31913191 [Sections 124.019-124.050 reserved for expansion]
31923192 SUBCHAPTER B. SATISFACTION OF CERTAIN PECUNIARY GIFTS
31933193 Sec. 124.051. VALUATION OF PROPERTY DISTRIBUTED IN
31943194 KIND IN SATISFACTION OF PECUNIARY GIFT
31953195 Sec. 124.052. SATISFACTION OF MARITAL DEDUCTION
31963196 PECUNIARY GIFTS WITH ASSETS IN KIND
31973197 CHAPTER 124. VALUATION AND TAXATION OF ESTATE PROPERTY
31983198 SUBCHAPTER A. APPORTIONMENT OF TAXES
31993199 Sec. 124.001. DEFINITIONS. In this subchapter:
32003200 (1) "Court" means:
32013201 (A) a court in which proceedings for
32023202 administration of an estate are pending or have been completed; or
32033203 (B) if no proceedings are pending or have been
32043204 completed, a court in which venue lies for the administration of an
32053205 estate.
32063206 (2) "Estate" means the gross estate of a decedent as
32073207 determined for the purpose of estate taxes.
32083208 (3) "Estate tax" means any estate, inheritance, or
32093209 death tax levied or assessed on the property of a decedent's estate
32103210 because of the death of a person and imposed by federal, state,
32113211 local, or foreign law, including the federal estate tax and the
32123212 inheritance tax imposed by Chapter 211, Tax Code, and including
32133213 interest and penalties imposed in addition to those taxes. The term
32143214 does not include a tax imposed under Section 2701(d)(1)(A),
32153215 Internal Revenue Code of 1986 (26 U.S.C. Section 2701(d)).
32163216 (4) "Person" includes a trust, natural person,
32173217 partnership, association, joint stock company, corporation,
32183218 government, political subdivision, or governmental agency.
32193219 (5) "Person interested in the estate" means a person,
32203220 or a fiduciary on behalf of that person, who is entitled to receive
32213221 or who has received, from a decedent or because of the death of the
32223222 decedent, property included in the decedent's estate for purposes
32233223 of the estate tax. The term does not include a creditor of the
32243224 decedent or of the decedent's estate.
32253225 (6) "Representative" means the representative,
32263226 executor, or administrator of an estate, or any other person who is
32273227 required to pay estate taxes assessed against the estate. (Tex.
32283228 Prob. Code, Secs. 322A(a), (s).)
32293229 Sec. 124.002. REFERENCES TO INTERNAL REVENUE CODE. A
32303230 reference in this subchapter to a section of the Internal Revenue
32313231 Code of 1986 refers to that section as it exists at the time in
32323232 question. The reference also includes a corresponding section of a
32333233 subsequent Internal Revenue Code and, if the referenced section is
32343234 renumbered, the section as renumbered. (Tex. Prob. Code, Sec.
32353235 322A(x).)
32363236 Sec. 124.003. APPORTIONMENT DIRECTED BY FEDERAL LAW. If
32373237 federal law directs the apportionment of the federal estate tax, a
32383238 similar state tax shall be apportioned in the same manner. (Tex.
32393239 Prob. Code, Sec. 322A(l).)
32403240 Sec. 124.004. EFFECT OF DISCLAIMERS. This subchapter shall
32413241 be applied after giving effect to any disclaimers made in
32423242 accordance with Subchapters A, B, C, and D, Chapter 122. (Tex.
32433243 Prob. Code, Sec. 322A(p).)
32443244 Sec. 124.005. GENERAL APPORTIONMENT OF ESTATE TAX;
32453245 EXCEPTIONS. (a) A representative shall charge each person
32463246 interested in the estate a portion of the total estate tax assessed
32473247 against the estate. The portion charged to each person must
32483248 represent the same ratio as the taxable value of that person's
32493249 interest in the estate included in determining the amount of the tax
32503250 bears to the total taxable value of all the interests of all persons
32513251 interested in the estate included in determining the amount of the
32523252 tax. In apportioning an estate tax under this subsection, the
32533253 representative shall disregard a portion of the tax that is:
32543254 (1) apportioned under the law imposing the tax;
32553255 (2) otherwise apportioned by federal law; or
32563256 (3) apportioned as otherwise provided by this
32573257 subchapter.
32583258 (b) Subsection (a) does not apply to the extent the
32593259 decedent, in a written inter vivos or testamentary instrument
32603260 disposing of or creating an interest in property, specifically
32613261 directs the manner of apportionment of estate tax or grants a
32623262 discretionary power of apportionment to another person. A
32633263 direction for the apportionment or nonapportionment of estate tax
32643264 is limited to the estate tax on the property passing under the
32653265 instrument unless the instrument is a will that provides otherwise.
32663266 (c) If directions under Subsection (b) for the
32673267 apportionment of an estate tax are provided in two or more
32683268 instruments executed by the same person and the directions in those
32693269 instruments conflict, the instrument disposing of or creating an
32703270 interest in the property to be taxed controls. If directions for
32713271 the apportionment of estate tax are provided in two or more
32723272 instruments executed by different persons and the directions in
32733273 those instruments conflict, the direction of the person in whose
32743274 estate the property is included controls.
32753275 (d) Subsections (b) and (c) do not:
32763276 (1) grant or enlarge the power of a person to apportion
32773277 estate tax to property passing under an instrument created by
32783278 another person in excess of the estate tax attributable to the
32793279 property; or
32803280 (2) apply to the extent federal law directs a
32813281 different manner of apportionment. (Tex. Prob. Code, Sec. 322A(b).)
32823282 Sec. 124.006. EFFECT OF TAX DEDUCTIONS, EXEMPTIONS, OR
32833283 CREDITS. (a) A deduction, exemption, or credit allowed by law in
32843284 connection with the estate tax inures to a person interested in the
32853285 estate as provided by this section.
32863286 (b) If the deduction, exemption, or credit is allowed
32873287 because of the relationship of the person interested in the estate
32883288 to the decedent, or because of the purpose of the gift, the
32893289 deduction, exemption, or credit inures to the person having the
32903290 relationship or receiving the gift, unless that person's interest
32913291 in the estate is subject to a prior present interest that is not
32923292 allowable as a deduction. The estate tax apportionable to the
32933293 person having the present interest shall be paid from the corpus of
32943294 the gift or the interest of the person having the relationship.
32953295 (c) A deduction for property of the estate that was
32963296 previously taxed and a credit for gift taxes or death taxes of a
32973297 foreign country that were paid by the decedent or the decedent's
32983298 estate inure proportionally to all persons interested in the estate
32993299 who are liable for a share of the estate tax.
33003300 (d) A credit for inheritance, succession, or estate taxes,
33013301 or for similar taxes applicable to property or interests includable
33023302 in the estate, inures to the persons interested in the estate who
33033303 are chargeable with payment of a portion of those taxes to the
33043304 extent that the credit proportionately reduces those taxes. (Tex.
33053305 Prob. Code, Secs. 322A(c), (d), (e), (f).)
33063306 Sec. 124.007. EXCLUSION OF CERTAIN PROPERTY FROM
33073307 APPORTIONMENT. (a) To the extent that property passing to or in
33083308 trust for a surviving spouse or a charitable, public, or similar
33093309 gift or devise is not an allowable deduction for purposes of the
33103310 estate tax solely because of an inheritance tax or other death tax
33113311 imposed on and deductible from the property:
33123312 (1) the property is not included in the computation
33133313 provided for by Section 124.005; and
33143314 (2) no apportionment is made against the property.
33153315 (b) The exclusion provided by this section does not apply if
33163316 the result would be to deprive the estate of a deduction otherwise
33173317 allowable under Section 2053(d), Internal Revenue Code of 1986, for
33183318 a state death tax on a transfer for a public, charitable, or
33193319 religious use. (Tex. Prob. Code, Sec. 322A(g).)
33203320 Sec. 124.008. EXCLUSION OF CERTAIN TEMPORARY INTERESTS
33213321 FROM APPORTIONMENT. (a) Except as provided by Section 124.009(c),
33223322 the following temporary interests are not subject to apportionment:
33233323 (1) an interest in income;
33243324 (2) an estate for years or for life; or
33253325 (3) another temporary interest in any property or
33263326 fund.
33273327 (b) The estate tax apportionable to a temporary interest
33283328 described by Subsection (a) and the remainder, if any, is
33293329 chargeable against the corpus of the property or the funds that are
33303330 subject to the temporary interest and remainder. (Tex. Prob. Code,
33313331 Sec. 322A(h).)
33323332 Sec. 124.009. QUALIFIED REAL PROPERTY. (a) In this
33333333 section, "qualified real property" has the meaning assigned by
33343334 Section 2032A, Internal Revenue Code of 1986 (26 U.S.C. Section
33353335 2032A).
33363336 (b) If an election is made under Section 2032A, Internal
33373337 Revenue Code of 1986 (26 U.S.C. Section 2032A), the representative
33383338 shall apportion estate taxes according to the amount of federal
33393339 estate tax that would be payable if the election were not made. The
33403340 representative shall apply the amount of the reduction of the
33413341 estate tax resulting from the election to reduce the amount of the
33423342 estate tax allocated based on the value of the qualified real
33433343 property that is the subject of the election. If the amount of that
33443344 reduction is greater than the amount of the taxes allocated based on
33453345 the value of the qualified real property, the representative shall:
33463346 (1) apply the excess amount to the portion of the taxes
33473347 allocated for all other property; and
33483348 (2) apportion the amount described by Subdivision (1)
33493349 under Section 124.005(a).
33503350 (c) If additional federal estate tax is imposed under
33513351 Section 2032A(c), Internal Revenue Code of 1986 (26 U.S.C. Section
33523352 2032A), because of an early disposition or cessation of a qualified
33533353 use, the additional tax shall be equitably apportioned among the
33543354 persons who have an interest in the portion of the qualified real
33553355 property to which the additional tax is attributable in proportion
33563356 to their interests. The additional tax is a charge against that
33573357 qualified real property. If the qualified real property is split
33583358 between one or more life or term interests and remainder interests,
33593359 the additional tax shall be apportioned to each person whose action
33603360 or cessation of use caused the imposition of additional tax, unless
33613361 all persons with an interest in the qualified real property agree in
33623362 writing to dispose of the property, in which case the additional tax
33633363 shall be apportioned among the remainder interests. (Tex. Prob.
33643364 Code, Sec. 322A(i).)
33653365 Sec. 124.010. EFFECT OF EXTENSION OR DEFICIENCY IN PAYMENT
33663366 OF ESTATE TAXES; LIABILITY OF REPRESENTATIVE. (a) If the date for
33673367 the payment of any portion of an estate tax is extended:
33683368 (1) the amount of the extended tax shall be
33693369 apportioned to the persons who receive the specific property that
33703370 gives rise to the extension; and
33713371 (2) those persons are entitled to the benefits and
33723372 shall bear the burdens of the extension.
33733373 (b) Except as provided by Subsection (c), interest on an
33743374 extension of estate tax and interest and penalties on a deficiency
33753375 shall be apportioned equitably to reflect the benefits and burdens
33763376 of the extension or deficiency and of any tax deduction associated
33773377 with the interest and penalties.
33783378 (c) A representative shall be charged with the amount of any
33793379 penalty or interest that is assessed due to delay caused by the
33803380 representative's negligence. (Tex. Prob. Code, Secs. 322A(k),
33813381 (m).)
33823382 Sec. 124.011. APPORTIONMENT OF INTEREST AND PENALTIES. (a)
33833383 Interest and penalties assessed against an estate by a taxing
33843384 authority shall be apportioned among and charged to the persons
33853385 interested in the estate in the manner provided by Section 124.005
33863386 unless, on application by any person interested in the estate, the
33873387 court determines that:
33883388 (1) the proposed apportionment is not equitable; or
33893389 (2) the assessment of interest or penalties was caused
33903390 by a breach of fiduciary duty of a representative.
33913391 (b) If the apportionment is not equitable, the court may
33923392 apportion interest and penalties in an equitable manner.
33933393 (c) If the assessment of interest or penalties was caused by
33943394 a breach of fiduciary duty of a representative, the court may charge
33953395 the representative with the amount of the interest and penalties
33963396 assessed attributable to the representative's conduct. (Tex. Prob.
33973397 Code, Sec. 322A(q).)
33983398 Sec. 124.012. APPORTIONMENT OF REPRESENTATIVE'S EXPENSES.
33993399 (a) Expenses reasonably incurred by a representative in
34003400 determination of the amount, apportionment, or collection of the
34013401 estate tax shall be apportioned among and charged to persons
34023402 interested in the estate in the manner provided by Section 124.005
34033403 unless, on application by any person interested in the estate, the
34043404 court determines that the proposed apportionment is not equitable.
34053405 (b) If the court determines that the proposed apportionment
34063406 is not equitable, the court may apportion the expenses in an
34073407 equitable manner. (Tex. Prob. Code, Sec. 322A(r).)
34083408 Sec. 124.013. WITHHOLDING OF ESTATE TAX SHARE BY
34093409 REPRESENTATIVE. A representative who has possession of any estate
34103410 property that is distributable to a person interested in the estate
34113411 may withhold from that property an amount equal to the person's
34123412 apportioned share of the estate tax. (Tex. Prob. Code, Sec.
34133413 322A(t).)
34143414 Sec. 124.014. RECOVERY OF ESTATE TAX SHARE NOT WITHHELD.
34153415 (a) If property includable in an estate does not come into
34163416 possession of a representative obligated to pay the estate tax, the
34173417 representative shall:
34183418 (1) recover from each person interested in the estate
34193419 the amount of the estate tax apportioned to the person under this
34203420 subchapter; or
34213421 (2) assign to persons affected by the tax obligation
34223422 the representative's right of recovery.
34233423 (b) The obligation to recover a tax under Subsection (a)
34243424 does not apply if:
34253425 (1) the duty is waived by the parties affected by the
34263426 tax obligation or by the instrument under which the representative
34273427 derives powers; or
34283428 (2) in the reasonable judgment of the representative,
34293429 proceeding to recover the tax is not cost-effective. (Tex. Prob.
34303430 Code, Sec. 322A(n).)
34313431 Sec. 124.015. RECOVERY OF UNPAID ESTATE TAX; REIMBURSEMENT.
34323432 (a) A representative shall recover from any person interested in
34333433 the estate the unpaid amount of the estate tax apportioned and
34343434 charged to the person under this subchapter unless the
34353435 representative determines in good faith that an attempt to recover
34363436 the amount would be economically impractical.
34373437 (b) A representative who cannot collect from a person
34383438 interested in the estate an unpaid amount of estate tax apportioned
34393439 to that person shall apportion the amount not collected in the
34403440 manner provided by Section 124.005(a) among the other persons
34413441 interested in the estate who are subject to apportionment.
34423442 (c) A person who is charged with or who pays an apportioned
34433443 amount under Subsection (b) has a right of reimbursement for that
34443444 amount from the person who failed to pay the tax. The
34453445 representative may enforce the right of reimbursement, or the
34463446 person who is charged with or who pays an apportioned amount under
34473447 Subsection (b) may enforce the right of reimbursement directly by
34483448 an assignment from the representative. A person assigned the right
34493449 under this subsection is subrogated to the rights of the
34503450 representative.
34513451 (d) A representative who has a right of reimbursement may
34523452 petition a court to determine the right of reimbursement. (Tex.
34533453 Prob. Code, Secs. 322A(o), (u).)
34543454 Sec. 124.016. TIME TO INITIATE ACTIONS TO RECOVER UNPAID
34553455 ESTATE TAX. (a) A representative required to recover unpaid
34563456 amounts of estate tax apportioned to persons interested in the
34573457 estate under this subchapter may not be required to initiate the
34583458 necessary actions until the expiration of the 90th day after the
34593459 date of the final determination by the Internal Revenue Service of
34603460 the amount of the estate tax.
34613461 (b) A representative who initiates an action under this
34623462 subchapter within a reasonable time after the expiration of the
34633463 90-day period is not subject to any liability or surcharge because a
34643464 portion of the estate tax apportioned to a person interested in the
34653465 estate was collectible during a period after the death of the
34663466 decedent but thereafter became uncollectible. (Tex. Prob. Code,
34673467 Sec. 322A(v).)
34683468 Sec. 124.017. TAX OR DEATH DUTY PAYABLE TO ANOTHER STATE.
34693469 (a) A representative acting in another state may initiate an action
34703470 in a court of this state to recover from a person interested in the
34713471 estate who is domiciled in this state or owns property in this state
34723472 subject to attachment or execution, a proportionate amount of:
34733473 (1) the federal estate tax;
34743474 (2) an estate tax payable to another state; or
34753475 (3) a death duty due by a decedent's estate to another
34763476 state.
34773477 (b) In the action, a determination of apportionment by the
34783478 court having jurisdiction of the administration of the decedent's
34793479 estate in the other state is prima facie correct.
34803480 (c) This section applies only if the state in which the
34813481 determination of apportionment was made provides a substantially
34823482 similar remedy. (Tex. Prob. Code, Sec. 322A(w).)
34833483 Sec. 124.018. PAYMENT OF EXPENSES AND ATTORNEY'S FEES. The
34843484 court shall award necessary expenses, including reasonable
34853485 attorney's fees, to the prevailing party in an action initiated by a
34863486 person for the collection of estate taxes from a person interested
34873487 in the estate to whom estate taxes were apportioned and charged
34883488 under Section 124.005. (Tex. Prob. Code, Sec. 322A(y).)
34893489 [Sections 124.019-124.050 reserved for expansion]
34903490 SUBCHAPTER B. SATISFACTION OF CERTAIN PECUNIARY GIFTS
34913491 Sec. 124.051. VALUATION OF PROPERTY DISTRIBUTED IN KIND IN
34923492 SATISFACTION OF PECUNIARY GIFT. Unless the governing instrument
34933493 provides otherwise, if a will or trust contains a pecuniary devise
34943494 or transfer that may be satisfied by distributing assets in kind and
34953495 the executor, administrator, or trustee determines to fund the
34963496 devise or transfer by distributing assets in kind, the property
34973497 shall be valued, for the purpose of funding the devise or transfer,
34983498 at the value of the property on the date or dates of distribution.
34993499 (Tex. Prob. Code, Sec. 378A(b).)
35003500 Sec. 124.052. SATISFACTION OF MARITAL DEDUCTION PECUNIARY
35013501 GIFTS WITH ASSETS IN KIND. (a) This section applies to an
35023502 executor, administrator, or trustee authorized under the will or
35033503 trust of a decedent to satisfy a pecuniary devise or transfer in
35043504 trust in kind with assets at their value for federal estate tax
35053505 purposes, in satisfaction of a gift intended to qualify, or that
35063506 otherwise would qualify, for a United States estate tax marital
35073507 deduction.
35083508 (b) Unless the governing instrument provides otherwise, an
35093509 executor, administrator, or trustee, in order to implement a devise
35103510 or transfer described by Subsection (a), shall distribute assets,
35113511 including cash, fairly representative of appreciation or
35123512 depreciation in the value of all property available for
35133513 distribution in satisfaction of the devise or transfer. (Tex.
35143514 Prob. Code, Sec. 378A(a).)
35153515 [Chapters 125-150 reserved for expansion]
35163516 SUBTITLE D. PROCEEDINGS BEFORE ADMINISTRATION OF ESTATE
35173517 CHAPTER 151. EXAMINATION OF DOCUMENTS AND SAFE DEPOSIT BOXES
35183518 Sec. 151.001. EXAMINATION OF DOCUMENTS OR SAFE DEPOSIT
35193519 BOX WITH COURT ORDER
35203520 Sec. 151.002. DELIVERY OF DOCUMENT WITH COURT ORDER
35213521 Sec. 151.003. EXAMINATION OF DOCUMENT OR SAFE DEPOSIT
35223522 BOX WITHOUT COURT ORDER
35233523 Sec. 151.004. DELIVERY OF DOCUMENT WITHOUT COURT ORDER
35243524 Sec. 151.005. RESTRICTION ON REMOVAL OF CONTENTS OF
35253525 SAFE DEPOSIT BOX
35263526 CHAPTER 151. EXAMINATION OF DOCUMENTS AND SAFE DEPOSIT BOXES
35273527 Sec. 151.001. EXAMINATION OF DOCUMENTS OR SAFE DEPOSIT BOX
35283528 WITH COURT ORDER. (a) A judge of a court that has probate
35293529 jurisdiction of a decedent's estate may order a person to permit a
35303530 court representative named in the order to examine a decedent's
35313531 documents or safe deposit box if it is shown to the judge that:
35323532 (1) the person may possess or control the documents or
35333533 that the person leased the safe deposit box to the decedent; and
35343534 (2) the documents or safe deposit box may contain:
35353535 (A) a will of the decedent;
35363536 (B) a deed to a burial plot in which the decedent
35373537 is to be buried; or
35383538 (C) an insurance policy issued in the decedent's
35393539 name and payable to a beneficiary named in the policy.
35403540 (b) The court representative shall examine the decedent's
35413541 documents or safe deposit box in the presence of:
35423542 (1) the judge ordering the examination or an agent of
35433543 the judge; and
35443544 (2) the person who has possession or control of the
35453545 documents or who leased the safe deposit box or, if that person is a
35463546 corporation, an officer of the corporation or an agent of an
35473547 officer. (Tex. Prob. Code, Sec. 36B.)
35483548 Sec. 151.002. DELIVERY OF DOCUMENT WITH COURT ORDER. (a) A
35493549 judge who orders an examination of a decedent's documents or safe
35503550 deposit box under Section 151.001 may order the person who
35513551 possesses or controls the documents or who leases the safe deposit
35523552 box to permit the court representative to take possession of a
35533553 document described by Section 151.001(a)(2).
35543554 (b) The court representative shall deliver:
35553555 (1) a will to the clerk of a court that:
35563556 (A) has probate jurisdiction; and
35573557 (B) is located in the same county as the court of
35583558 the judge who ordered the examination under Section 151.001;
35593559 (2) a burial plot deed to the person designated by the
35603560 judge in the order for the examination; or
35613561 (3) an insurance policy to a beneficiary named in the
35623562 policy.
35633563 (c) A court clerk to whom a will is delivered under
35643564 Subsection (b) shall issue a receipt for the will to the court
35653565 representative. (Tex. Prob. Code, Sec. 36C.)
35663566 Sec. 151.003. EXAMINATION OF DOCUMENT OR SAFE DEPOSIT BOX
35673567 WITHOUT COURT ORDER. (a) A person who possesses or controls a
35683568 document delivered by a decedent for safekeeping or who leases a
35693569 safe deposit box to a decedent may permit examination of the
35703570 document or the contents of the safe deposit box by:
35713571 (1) the decedent's spouse;
35723572 (2) a parent of the decedent;
35733573 (3) a descendant of the decedent who is at least 18
35743574 years of age; or
35753575 (4) a person named as executor of the decedent's estate
35763576 in a copy of a document that the person has and that appears to be a
35773577 will of the decedent.
35783578 (b) An examination under Subsection (a) shall be conducted
35793579 in the presence of the person who possesses or controls the document
35803580 or who leases the safe deposit box or, if the person is a
35813581 corporation, an officer of the corporation. (Tex. Prob. Code, Sec.
35823582 36D.)
35833583 Sec. 151.004. DELIVERY OF DOCUMENT WITHOUT COURT ORDER.
35843584 (a) Subject to Subsection (c), a person who permits an examination
35853585 of a decedent's document or safe deposit box under Section 151.003
35863586 may deliver:
35873587 (1) a document appearing to be the decedent's will to:
35883588 (A) the clerk of a court that:
35893589 (i) has probate jurisdiction; and
35903590 (ii) is located in the county in which the
35913591 decedent resided; or
35923592 (B) a person named in the document as an executor
35933593 of the decedent's estate;
35943594 (2) a document appearing to be a deed to a burial plot
35953595 in which the decedent is to be buried, or appearing to give burial
35963596 instructions, to the person conducting the examination; or
35973597 (3) a document appearing to be an insurance policy on
35983598 the decedent's life to a beneficiary named in the policy.
35993599 (b) A person who has leased a safe deposit box to the
36003600 decedent shall keep a copy of a document delivered by the person
36013601 under Subsection (a)(1) until the fourth anniversary of the date of
36023602 delivery.
36033603 (c) A person may not deliver a document under Subsection (a)
36043604 unless the person examining the document:
36053605 (1) requests delivery of the document; and
36063606 (2) issues a receipt for the document to the person
36073607 delivering the document. (Tex. Prob. Code, Sec. 36E.)
36083608 Sec. 151.005. RESTRICTION ON REMOVAL OF CONTENTS OF SAFE
36093609 DEPOSIT BOX. A person may not remove the contents of a decedent's
36103610 safe deposit box except as provided by Section 151.002, Section
36113611 151.004, or another law. (Tex. Prob. Code, Sec. 36F.)
36123612 CHAPTER 152. EMERGENCY INTERVENTION
36133613 SUBCHAPTER A. EMERGENCY INTERVENTION APPLICATION
36143614 Sec. 152.001. APPLICATION AUTHORIZED
36153615 Sec. 152.002. CONTENTS OF APPLICATION
36163616 Sec. 152.003. ADDITIONAL CONTENTS OF APPLICATION:
36173617 FUNERAL AND REMAINS
36183618 Sec. 152.004. TIME AND PLACE OF FILING
36193619 [Sections 152.005-152.050 reserved for expansion]
36203620 SUBCHAPTER B. ORDER FOR EMERGENCY INTERVENTION
36213621 Sec. 152.051. ISSUANCE OF ORDER REGARDING FUNERAL AND
36223622 BURIAL EXPENSES
36233623 Sec. 152.052. ISSUANCE OF ORDER REGARDING ACCESS TO
36243624 CERTAIN PERSONAL PROPERTY
36253625 Sec. 152.053. DURATION OF ORDER
36263626 Sec. 152.054. CERTIFIED COPIES OF ORDER
36273627 Sec. 152.055. LIABILITY OF CERTAIN PERSONS IN
36283628 CONNECTION WITH ORDER
36293629 [Sections 152.056-152.100 reserved for expansion]
36303630 SUBCHAPTER C. LIMITATION ON RIGHT OF DECEDENT'S SURVIVING SPOUSE TO CONTROL DECEDENT'S BURIAL OR CREMATION
36313631 TO CONTROL DECEDENT'S BURIAL OR CREMATION
36323632 Sec. 152.101. APPLICATION AUTHORIZED
36333633 Sec. 152.102. HEARING; ISSUANCE OF ORDER
36343634 CHAPTER 152. EMERGENCY INTERVENTION
36353635 SUBCHAPTER A. EMERGENCY INTERVENTION APPLICATION
36363636 Sec. 152.001. APPLICATION AUTHORIZED. (a) Subject to
36373637 Subsection (b), a person qualified to serve as an administrator
36383638 under Section 304.001 may file an application requesting emergency
36393639 intervention by a court exercising probate jurisdiction to provide
36403640 for:
36413641 (1) the payment of the decedent's funeral and burial
36423642 expenses; or
36433643 (2) the protection and storage of personal property
36443644 owned by the decedent that, on the date of the decedent's death, was
36453645 located in accommodations rented by the decedent.
36463646 (b) An applicant may file an application under this section
36473647 only if:
36483648 (1) an application or affidavit has not been filed and
36493649 is not pending under Section 145, 256.052, 256.054, or 301.052 or
36503650 Chapter 205; and
36513651 (2) the applicant needs to:
36523652 (A) obtain funds for the payment of the
36533653 decedent's funeral and burial expenses; or
36543654 (B) gain access to accommodations rented by the
36553655 decedent that contain the decedent's personal property and the
36563656 applicant has been denied access to those accommodations. (Tex.
36573657 Prob. Code, Secs. 108 (part), 109, 110.)
36583658 Sec. 152.002. CONTENTS OF APPLICATION. (a) An emergency
36593659 intervention application must be sworn and must contain:
36603660 (1) the applicant's name, address, and interest;
36613661 (2) facts showing an immediate necessity for the
36623662 issuance of an emergency intervention order under Subchapter B;
36633663 (3) the decedent's date of death, place of death, and
36643664 residential address on the date of death;
36653665 (4) the name and address of the funeral home holding
36663666 the decedent's remains; and
36673667 (5) the names of any known or ascertainable heirs and
36683668 devisees of the decedent.
36693669 (b) In addition to the information required under
36703670 Subsection (a), if emergency intervention is requested to obtain
36713671 funds needed for the payment of the decedent's funeral and burial
36723672 expenses, the application must also contain:
36733673 (1) the reason any known or ascertainable heirs and
36743674 devisees of the decedent:
36753675 (A) cannot be contacted; or
36763676 (B) have refused to assist in the decedent's
36773677 burial;
36783678 (2) a description of necessary funeral and burial
36793679 procedures and a statement from the funeral home that contains a
36803680 detailed and itemized description of the cost of those procedures;
36813681 and
36823682 (3) the name and address of an individual, entity, or
36833683 financial institution, including an employer, in possession of any
36843684 funds of or due to the decedent, and related account numbers and
36853685 balances, if known by the applicant.
36863686 (c) In addition to the information required under
36873687 Subsection (a), if emergency intervention is requested to gain
36883688 access to accommodations rented by a decedent that at the time of
36893689 the decedent's death contain the decedent's personal property, the
36903690 application must also contain:
36913691 (1) the reason any known or ascertainable heirs and
36923692 devisees of the decedent:
36933693 (A) cannot be contacted; or
36943694 (B) have refused to assist in the protection of
36953695 the decedent's personal property;
36963696 (2) the type and location of the decedent's personal
36973697 property and the name of the person in possession of the property;
36983698 and
36993699 (3) the name and address of the owner or manager of the
37003700 accommodations and a statement regarding whether access to the
37013701 accommodations is necessary. (Tex. Prob. Code, Secs. 111(a), 112.)
37023702 Sec. 152.003. ADDITIONAL CONTENTS OF APPLICATION:
37033703 INSTRUCTIONS REGARDING DECEDENT'S FUNERAL AND REMAINS. (a) In
37043704 addition to the information required under Section 152.002, if
37053705 emergency intervention is requested to obtain funds needed for the
37063706 payment of a decedent's funeral and burial expenses, the
37073707 application must also state whether there are any written
37083708 instructions from the decedent relating to the type and manner of
37093709 funeral or burial preferred by the decedent. The applicant shall:
37103710 (1) attach the instructions, if available, to the
37113711 application; and
37123712 (2) fully comply with the instructions.
37133713 (b) If written instructions do not exist, the applicant may
37143714 not permit the decedent's remains to be cremated unless the
37153715 applicant obtains the court's permission to cremate the remains.
37163716 (Tex. Prob. Code, Sec. 111(b).)
37173717 Sec. 152.004. TIME AND PLACE OF FILING. An emergency
37183718 intervention application must be filed:
37193719 (1) with the court clerk in the county in which:
37203720 (A) the decedent was domiciled; or
37213721 (B) the accommodations rented by the decedent
37223722 that contain the decedent's personal property are located; and
37233723 (2) not earlier than the third day after the date of
37243724 the decedent's death and not later than the 90th day after the date
37253725 of the decedent's death. (Tex. Prob. Code, Sec. 108 (part).)
37263726 [Sections 152.005-152.050 reserved for expansion]
37273727 SUBCHAPTER B. ORDER FOR EMERGENCY INTERVENTION
37283728 Sec. 152.051. ISSUANCE OF ORDER REGARDING FUNERAL AND
37293729 BURIAL EXPENSES. If on review of an application filed under Section
37303730 152.001 the court determines that emergency intervention is
37313731 necessary to obtain funds needed for the payment of a decedent's
37323732 funeral and burial expenses, the court may order funds of the
37333733 decedent that are being held by an individual, an employer, or a
37343734 financial institution to be paid directly to a funeral home only
37353735 for:
37363736 (1) reasonable and necessary attorney's fees for the
37373737 attorney who obtained the order;
37383738 (2) court costs for obtaining the order; and
37393739 (3) funeral and burial expenses not to exceed $5,000
37403740 as ordered by the court to provide the decedent with a reasonable,
37413741 dignified, and appropriate funeral and burial. (Tex. Prob. Code,
37423742 Sec. 113(a).)
37433743 Sec. 152.052. ISSUANCE OF ORDER REGARDING ACCESS TO CERTAIN
37443744 PERSONAL PROPERTY. If on review of an application filed under
37453745 Section 152.001 the court determines that emergency intervention is
37463746 necessary to gain access to accommodations rented by the decedent
37473747 that, at the time of the decedent's death, contain the decedent's
37483748 personal property, the court may order one or more of the following:
37493749 (1) that the owner or agent of the accommodations
37503750 shall grant the applicant access to the accommodations at a
37513751 reasonable time and in the presence of the owner or agent;
37523752 (2) that the applicant and owner or agent of the
37533753 accommodations shall jointly prepare and file with the court a list
37543754 that generally describes the decedent's property found at the
37553755 premises;
37563756 (3) that the applicant or the owner or agent of the
37573757 accommodations may remove and store the decedent's property at
37583758 another location until claimed by the decedent's heirs;
37593759 (4) that the applicant has only the powers that are
37603760 specifically stated in the order and that are necessary to protect
37613761 the decedent's property that is the subject of the application; or
37623762 (5) that funds of the decedent held by an individual,
37633763 an employer, or a financial institution be paid to the applicant for
37643764 reasonable and necessary attorney's fees and court costs for
37653765 obtaining the order. (Tex. Prob. Code, Sec. 113(b).)
37663766 Sec. 152.053. DURATION OF ORDER. The authority of an
37673767 applicant under an emergency intervention order expires on the
37683768 earlier of:
37693769 (1) the 90th day after the date the order is issued; or
37703770 (2) the date a personal representative of the
37713771 decedent's estate qualifies. (Tex. Prob. Code, Sec. 114(a).)
37723772 Sec. 152.054. CERTIFIED COPIES OF ORDER. The court clerk
37733773 may issue certified copies of an emergency intervention order on
37743774 request of the applicant only until the earlier of:
37753775 (1) the 90th day after the date the order is signed; or
37763776 (2) the date a personal representative of the
37773777 decedent's estate qualifies. (Tex. Prob. Code, Sec. 113(c).)
37783778 Sec. 152.055. LIABILITY OF CERTAIN PERSONS IN CONNECTION
37793779 WITH ORDER. (a) A person who is provided a certified copy of an
37803780 emergency intervention order within the period prescribed by
37813781 Section 152.054 is not personally liable for an action taken by the
37823782 person in accordance with and in reliance on the order.
37833783 (b) If a personal representative has not been appointed when
37843784 an emergency intervention order issued under Section 152.052
37853785 expires, a person in possession of the decedent's personal property
37863786 that is the subject of the order, without incurring civil
37873787 liability, may:
37883788 (1) release the property to the decedent's heirs; or
37893789 (2) dispose of the property under Subchapter C,
37903790 Chapter 54, Property Code, or Section 7.209 or 7.210, Business &
37913791 Commerce Code. (Tex. Prob. Code, Secs. 113(d), 114(b).)
37923792 [Sections 152.056-152.100 reserved for expansion]
37933793 SUBCHAPTER C. LIMITATION ON RIGHT OF DECEDENT'S SURVIVING SPOUSE
37943794 TO CONTROL DECEDENT'S BURIAL OR CREMATION
37953795 Sec. 152.101. APPLICATION AUTHORIZED. (a) The executor of
37963796 a decedent's will or the decedent's next of kin may file an
37973797 application for an order limiting the right of the decedent's
37983798 surviving spouse to control the decedent's burial or cremation.
37993799 (b) For purposes of Subsection (a), the decedent's next of
38003800 kin:
38013801 (1) is determined in accordance with order of descent,
38023802 with the person nearest in order of descent first, and so on; and
38033803 (2) includes the decedent's descendants who legally
38043804 adopted the decedent or who have been legally adopted by the
38053805 decedent.
38063806 (c) An application under this section must be under oath and
38073807 must establish:
38083808 (1) whether the decedent died intestate or testate;
38093809 (2) that the surviving spouse is alleged to be a
38103810 principal or accomplice in a wilful act that resulted in the
38113811 decedent's death; and
38123812 (3) that good cause exists to limit the surviving
38133813 spouse's right to control the decedent's burial or cremation. (Tex.
38143814 Prob. Code, Secs. 115(a), (b).)
38153815 Sec. 152.102. HEARING; ISSUANCE OF ORDER. (a) If the court
38163816 finds that there is good cause to believe that the decedent's
38173817 surviving spouse is the principal or an accomplice in a wilful act
38183818 that resulted in the decedent's death, the court may, after notice
38193819 and a hearing, limit the surviving spouse's right to control the
38203820 decedent's burial or cremation.
38213821 (b) Subsection (a) applies:
38223822 (1) without regard to whether the decedent died
38233823 intestate or testate; and
38243824 (2) regardless of whether the surviving spouse is
38253825 designated by the decedent's will as the executor of the decedent's
38263826 estate.
38273827 (c) If the court limits the surviving spouse's right of
38283828 control as provided by Subsection (a), the court shall designate
38293829 and authorize a person to make burial or cremation arrangements.
38303830 (Tex. Prob. Code, Secs. 115(c), (d).)
38313831 [Chapters 153-200 reserved for expansion]
38323832 SUBTITLE E. INTESTATE SUCCESSION
38333833 CHAPTER 201. DESCENT AND DISTRIBUTION
38343834 SUBCHAPTER A. INTESTATE SUCCESSION
38353835 Sec. 201.001. ESTATE OF AN INTESTATE NOT LEAVING
38363836 SPOUSE
38373837 Sec. 201.002. SEPARATE ESTATE OF AN INTESTATE
38383838 Sec. 201.003. COMMUNITY ESTATE OF AN INTESTATE
38393839 [Sections 201.004-201.050 reserved for expansion]
38403840 SUBCHAPTER B. MATTERS AFFECTING INHERITANCE
38413841 Sec. 201.051. MATERNAL INHERITANCE
38423842 Sec. 201.052. PATERNAL INHERITANCE
38433843 Sec. 201.053. EFFECT OF RELIANCE ON AFFIDAVIT OF
38443844 HEIRSHIP
38453845 Sec. 201.054. ADOPTED CHILD
38463846 Sec. 201.055. ISSUE OF VOID OR VOIDABLE MARRIAGE
38473847 Sec. 201.056. PERSONS NOT IN BEING
38483848 Sec. 201.057. COLLATERAL KINDRED OF WHOLE AND HALF
38493849 BLOOD
38503850 Sec. 201.058. CONVICTED PERSONS
38513851 Sec. 201.059. PERSON WHO DIES BY CASUALTY
38523852 Sec. 201.060. ALIENAGE
38533853 Sec. 201.061. ESTATE OF PERSON WHO DIES BY SUICIDE
38543854 Sec. 201.062. TREATMENT OF CERTAIN PARENT-CHILD
38553855 RELATIONSHIPS
38563856 [Sections 201.063-201.100 reserved for expansion]
38573857 SUBCHAPTER C. DISTRIBUTION TO HEIRS
38583858 Sec. 201.101. DETERMINATION OF PER CAPITA WITH
38593859 REPRESENTATION DISTRIBUTION
38603860 Sec. 201.102. NO DISTINCTION BASED ON PROPERTY'S
38613861 SOURCE
38623862 Sec. 201.103. TREATMENT OF INTESTATE'S ESTATE
38633863 [Sections 201.104-201.150 reserved for expansion]
38643864 SUBCHAPTER D. ADVANCEMENTS
38653865 Sec. 201.151. DETERMINATION OF ADVANCEMENT; DATE OF
38663866 VALUATION
38673867 Sec. 201.152. SURVIVAL OF RECIPIENT REQUIRED
38683868 CHAPTER 201. DESCENT AND DISTRIBUTION
38693869 SUBCHAPTER A. INTESTATE SUCCESSION
38703870 Sec. 201.001. ESTATE OF AN INTESTATE NOT LEAVING SPOUSE.
38713871 (a) If a person who dies intestate does not leave a spouse, the
38723872 estate to which the person had title descends and passes in
38733873 parcenary to the person's kindred in the order provided by this
38743874 section.
38753875 (b) The person's estate descends and passes to the person's
38763876 children and the children's descendants.
38773877 (c) If no child or child's descendant survives the person,
38783878 the person's estate descends and passes in equal portions to the
38793879 person's father and mother.
38803880 (d) If only the person's father or mother survives the
38813881 person, the person's estate shall:
38823882 (1) be divided into two equal portions, with:
38833883 (A) one portion passing to the surviving parent;
38843884 and
38853885 (B) one portion passing to the person's siblings
38863886 and the siblings' descendants; or
38873887 (2) be inherited entirely by the surviving parent if
38883888 there is no sibling of the person or siblings' descendants.
38893889 (e) If neither the person's father nor mother survives the
38903890 person, the person's entire estate passes to the person's siblings
38913891 and the siblings' descendants.
38923892 (f) If none of the kindred described by Subsections (b)-(e)
38933893 survive the person, the person's estate shall be divided into two
38943894 moieties, with:
38953895 (1) one moiety passing to the person's paternal
38963896 kindred as provided by Subsection (g); and
38973897 (2) one moiety passing to the person's maternal
38983898 kindred as provided by Subsection (h).
38993899 (g) The moiety passing to the person's paternal kindred
39003900 passes in the following order:
39013901 (1) if both paternal grandparents survive the person,
39023902 equal portions pass to the person's paternal grandfather and
39033903 grandmother;
39043904 (2) if only the person's paternal grandfather or
39053905 grandmother survives the person, the person's estate shall:
39063906 (A) be divided into two equal portions, with:
39073907 (i) one portion passing to the surviving
39083908 grandparent; and
39093909 (ii) one portion passing to the descendants
39103910 of the deceased grandparent; or
39113911 (B) pass entirely to the surviving grandparent if
39123912 no descendant of the deceased grandparent survives the person; and
39133913 (3) if neither the person's paternal grandfather nor
39143914 grandmother survives the person, the moiety passing to the
39153915 decedent's paternal kindred passes to the descendants of the
39163916 person's paternal grandfather and grandmother, and so on without
39173917 end, passing in like manner to the nearest lineal ancestors and
39183918 their descendants.
39193919 (h) The moiety passing to the person's maternal kindred
39203920 passes in the same order and manner as the other moiety passes to
39213921 the decedent's paternal kindred under Subsection (g). (Tex. Prob.
39223922 Code, Sec. 38(a).)
39233923 Sec. 201.002. SEPARATE ESTATE OF AN INTESTATE. (a) If a
39243924 person who dies intestate leaves a surviving spouse, the estate,
39253925 other than a community estate, to which the person had title
39263926 descends and passes as provided by this section.
39273927 (b) If the person has one or more children or a descendant of
39283928 a child:
39293929 (1) the surviving spouse takes one-third of the
39303930 personal estate;
39313931 (2) two-thirds of the personal estate descends to the
39323932 person's child or children, and the descendants of a child or
39333933 children; and
39343934 (3) the surviving spouse is entitled to a life estate
39353935 in one-third of the person's land, with the remainder descending to
39363936 the person's child or children and the descendants of a child or
39373937 children.
39383938 (c) Except as provided by Subsection (d), if the person has
39393939 no child and no descendant of a child:
39403940 (1) the surviving spouse is entitled to all of the
39413941 personal estate;
39423942 (2) the surviving spouse is entitled to one-half of
39433943 the person's land without a remainder to any person; and
39443944 (3) one-half of the person's land passes and is
39453945 inherited according to the rules of descent and distribution.
39463946 (d) If the person described by Subsection (c) does not leave
39473947 a surviving parent or one or more surviving siblings, or their
39483948 descendants, the surviving spouse is entitled to the entire estate.
39493949 (Tex. Prob. Code, Sec. 38(b).)
39503950 Sec. 201.003. COMMUNITY ESTATE OF AN INTESTATE. (a) If a
39513951 person who dies intestate leaves a surviving spouse, the community
39523952 estate of the deceased spouse passes as provided by this section.
39533953 (b) The community estate of the deceased spouse passes to
39543954 the surviving spouse if:
39553955 (1) no child or other descendant of the deceased
39563956 spouse survives the deceased spouse; or
39573957 (2) all of the surviving children and descendants of
39583958 the deceased spouse are also children or descendants of the
39593959 surviving spouse.
39603960 (c) If the deceased spouse is survived by a child or other
39613961 descendant who is not also a child or descendant of the surviving
39623962 spouse, one-half of the community estate is retained by the
39633963 surviving spouse and the other one-half passes to the deceased
39643964 spouse's children or descendants. The descendants inherit only the
39653965 portion of that estate to which they would be entitled under Section
39663966 201.101. In every case, the community estate passes charged with
39673967 the debts against the community estate. (Tex. Prob. Code, Sec. 45.)
39683968 [Sections 201.004-201.050 reserved for expansion]
39693969 SUBCHAPTER B. MATTERS AFFECTING INHERITANCE
39703970 Sec. 201.051. MATERNAL INHERITANCE. For purposes of
39713971 inheritance, a child is the child of the child's biological or
39723972 adopted mother, and the child and the child's issue shall inherit
39733973 from the child's mother and the child's maternal kindred, both
39743974 descendants, ascendants, and collateral kindred in all degrees, and
39753975 they may inherit from the child and the child's issue. (Tex. Prob.
39763976 Code, Sec. 42(a).)
39773977 Sec. 201.052. PATERNAL INHERITANCE. (a) For purposes of
39783978 inheritance, a child is the child of the child's biological father
39793979 if:
39803980 (1) the child is born under circumstances described by
39813981 Section 160.201, Family Code;
39823982 (2) the child is adjudicated to be the child of the
39833983 father by court decree under Chapter 160, Family Code;
39843984 (3) the child was adopted by the child's father; or
39853985 (4) the father executed an acknowledgment of paternity
39863986 under Subchapter D, Chapter 160, Family Code, or a similar
39873987 statement properly executed in another jurisdiction.
39883988 (b) A child described by Subsection (a) and the child's
39893989 issue shall inherit from the child's father and the child's paternal
39903990 kindred, both descendants, ascendants, and collateral kindred in
39913991 all degrees, and they may inherit from the child and the child's
39923992 issue.
39933993 (c) A person may petition the probate court for a
39943994 determination of right of inheritance from a decedent if the
39953995 person:
39963996 (1) claims to be a biological child of the decedent and
39973997 is not otherwise presumed to be a child of the decedent; or
39983998 (2) claims inheritance through a biological child of
39993999 the decedent who is not otherwise presumed to be a child of the
40004000 decedent.
40014001 (d) If under Subsection (c) the court finds by clear and
40024002 convincing evidence that the purported father was the biological
40034003 father of the child:
40044004 (1) the child is treated as any other child of the
40054005 decedent for purposes of inheritance; and
40064006 (2) the child and the child's issue may inherit from
40074007 the child's paternal kindred, both descendants, ascendants, and
40084008 collateral kindred in all degrees, and they may inherit from the
40094009 child and the child's issue.
40104010 (e) This section does not permit inheritance by a purported
40114011 father of a child, recognized or not, if the purported father's
40124012 parental rights have been terminated. (Tex. Prob. Code, Sec.
40134013 42(b)(1).)
40144014 Sec. 201.053. EFFECT OF RELIANCE ON AFFIDAVIT OF HEIRSHIP.
40154015 (a) A person who purchases for valuable consideration any interest
40164016 in property of the heirs of a decedent acquires good title to the
40174017 interest that the person would have received, as purchaser, in the
40184018 absence of a claim of the child described by Subdivision (1), if the
40194019 person:
40204020 (1) in good faith relies on the declarations in an
40214021 affidavit of heirship that does not include a child who at the time
40224022 of the sale or contract of sale of the property:
40234023 (A) is not a presumed child of the decedent; and
40244024 (B) has not under a final court decree or
40254025 judgment been found to be entitled to treatment under Section
40264026 201.052 as a child of the decedent; and
40274027 (2) is without knowledge of the claim of the child
40284028 described by Subdivision (1).
40294029 (b) Subsection (a) does not affect any liability of the
40304030 heirs for the proceeds of a sale described by Subsection (a) to the
40314031 child who was not included in the affidavit of heirship. (Tex.
40324032 Prob. Code, Sec. 42(b)(2).)
40334033 Sec. 201.054. ADOPTED CHILD. (a) For purposes of
40344034 inheritance under the laws of descent and distribution, an adopted
40354035 child is regarded as the child of the adoptive parent or parents,
40364036 and the adopted child and the adopted child's descendants inherit
40374037 from and through the adoptive parent or parents and their kindred as
40384038 if the adopted child were the natural child of the adoptive parent
40394039 or parents. The adoptive parent or parents and their kindred
40404040 inherit from and through the adopted child as if the adopted child
40414041 were the natural child of the adoptive parent or parents.
40424042 (b) The natural parent or parents of an adopted child and
40434043 the kindred of the natural parent or parents may not inherit from or
40444044 through the adopted child, but the adopted child inherits from and
40454045 through the child's natural parent or parents, except as provided
40464046 by Section 162.507(c), Family Code.
40474047 (c) This section does not prevent an adoptive parent from
40484048 disposing of the parent's property by will according to law.
40494049 (d) This section does not diminish the rights of an adopted
40504050 child under the laws of descent and distribution or otherwise that
40514051 the adopted child acquired by virtue of inclusion in the definition
40524052 of "child" under Section 22.004. (Tex. Prob. Code, Sec. 40.)
40534053 Sec. 201.055. ISSUE OF VOID OR VOIDABLE MARRIAGE. The issue
40544054 of a marriage declared void or voided by annulment shall be treated
40554055 in the same manner as the issue of a valid marriage. (Tex. Prob.
40564056 Code, Sec. 42(d).)
40574057 Sec. 201.056. PERSONS NOT IN BEING. No right of inheritance
40584058 accrues to any person other than to a child or lineal descendant of
40594059 an intestate, unless the person is in being and capable in law to
40604060 take as an heir at the time of the intestate's death. (Tex. Prob.
40614061 Code, Sec. 41(a).)
40624062 Sec. 201.057. COLLATERAL KINDRED OF WHOLE AND HALF BLOOD.
40634063 If the inheritance from an intestate passes to the collateral
40644064 kindred of the intestate and part of the collateral kindred are of
40654065 whole blood and the other part are of half blood of the intestate,
40664066 each of the collateral kindred who is of half blood inherits only
40674067 half as much as that inherited by each of the collateral kindred who
40684068 is of whole blood. If all of the collateral kindred are of half
40694069 blood of the intestate, each of the collateral kindred inherits a
40704070 whole portion. (Tex. Prob. Code, Sec. 41(b).)
40714071 Sec. 201.058. CONVICTED PERSONS. (a) No conviction shall
40724072 work corruption of blood or forfeiture of estate except as provided
40734073 by Subsection (b).
40744074 (b) If a beneficiary of a life insurance policy or contract
40754075 is convicted and sentenced as a principal or accomplice in wilfully
40764076 bringing about the death of the insured, the proceeds of the
40774077 insurance policy or contract shall be paid in the manner provided by
40784078 the Insurance Code. (Tex. Prob. Code, Sec. 41(d) (part).)
40794079 Sec. 201.059. PERSON WHO DIES BY CASUALTY. Death by
40804080 casualty does not result in forfeiture of estate. (Tex. Prob. Code,
40814081 Sec. 41(d) (part).)
40824082 Sec. 201.060. ALIENAGE. A person is not disqualified to
40834083 take as an heir because the person, or another person through whom
40844084 the person claims, is or has been an alien. (Tex. Prob. Code, Sec.
40854085 41(c).)
40864086 Sec. 201.061. ESTATE OF PERSON WHO DIES BY SUICIDE. The
40874087 estate of a person who commits suicide descends or vests as if the
40884088 person died a natural death. (Tex. Prob. Code, Sec. 41(d) (part).)
40894089 Sec. 201.062. TREATMENT OF CERTAIN PARENT-CHILD
40904090 RELATIONSHIPS. (a) A probate court may enter an order declaring
40914091 that the parent of a child under 18 years of age may not inherit from
40924092 or through the child under the laws of descent and distribution if
40934093 the court finds by clear and convincing evidence that the parent
40944094 has:
40954095 (1) voluntarily abandoned and failed to support the
40964096 child in accordance with the parent's obligation or ability for at
40974097 least three years before the date of the child's death, and did not
40984098 resume support for the child before that date;
40994099 (2) voluntarily and with knowledge of the pregnancy:
41004100 (A) abandoned the child's mother beginning at a
41014101 time during her pregnancy with the child and continuing through the
41024102 birth;
41034103 (B) failed to provide adequate support or medical
41044104 care for the mother during the period of abandonment before the
41054105 child's birth; and
41064106 (C) remained apart from and failed to support the
41074107 child since birth; or
41084108 (3) been convicted or has been placed on community
41094109 supervision, including deferred adjudication community
41104110 supervision, for being criminally responsible for the death or
41114111 serious injury of a child under the following sections of the Penal
41124112 Code or adjudicated under Title 3, Family Code, for conduct that
41134113 caused the death or serious injury of a child and that would
41144114 constitute a violation of one of the following sections of the Penal
41154115 Code:
41164116 (A) Section 19.02 (murder);
41174117 (B) Section 19.03 (capital murder);
41184118 (C) Section 19.04 (manslaughter);
41194119 (D) Section 21.11 (indecency with a child);
41204120 (E) Section 22.01 (assault);
41214121 (F) Section 22.011 (sexual assault);
41224122 (G) Section 22.02 (aggravated assault);
41234123 (H) Section 22.021 (aggravated sexual assault);
41244124 (I) Section 22.04 (injury to a child, elderly
41254125 individual, or disabled individual);
41264126 (J) Section 22.041 (abandoning or endangering
41274127 child);
41284128 (K) Section 25.02 (prohibited sexual conduct);
41294129 (L) Section 43.25 (sexual performance by a
41304130 child); or
41314131 (M) Section 43.26 (possession or promotion of
41324132 child pornography).
41334133 (b) On a determination under Subsection (a) that the parent
41344134 of a child may not inherit from or through the child, the parent
41354135 shall be treated as if the parent predeceased the child for purposes
41364136 of:
41374137 (1) inheritance under the laws of descent and
41384138 distribution; and
41394139 (2) any other cause of action based on parentage.
41404140 (Tex. Prob. Code, Secs. 41(e), (f).)
41414141 [Sections 201.063-201.100 reserved for expansion]
41424142 SUBCHAPTER C. DISTRIBUTION TO HEIRS
41434143 Sec. 201.101. DETERMINATION OF PER CAPITA WITH
41444144 REPRESENTATION DISTRIBUTION. (a) The children, descendants,
41454145 brothers, sisters, uncles, aunts, or other relatives of an
41464146 intestate who stand in the first or same degree of relationship
41474147 alone and come into the distribution of the intestate's estate take
41484148 per capita, which means by persons.
41494149 (b) If some of the persons described by Subsection (a) are
41504150 dead and some are living, each descendant of those persons who have
41514151 died is entitled to a distribution of the intestate's estate. Each
41524152 descendant inherits only that portion of the property to which the
41534153 parent through whom the descendant inherits would be entitled if
41544154 that parent were alive. (Tex. Prob. Code, Sec. 43.)
41554155 Sec. 201.102. NO DISTINCTION BASED ON PROPERTY'S SOURCE. A
41564156 distinction may not be made, in regulating the descent and
41574157 distribution of an estate of a person dying intestate, between
41584158 property derived by gift, devise, or descent from the intestate's
41594159 father, and property derived by gift, devise, or descent from the
41604160 intestate's mother. (Tex. Prob. Code, Sec. 39 (part).)
41614161 Sec. 201.103. TREATMENT OF INTESTATE'S ESTATE. All of the
41624162 estate to which an intestate had title at the time of death descends
41634163 and vests in the intestate's heirs in the same manner as if the
41644164 intestate had been the original purchaser. (Tex. Prob. Code, Sec.
41654165 39 (part).)
41664166 [Sections 201.104-201.150 reserved for expansion]
41674167 SUBCHAPTER D. ADVANCEMENTS
41684168 Sec. 201.151. DETERMINATION OF ADVANCEMENT; DATE OF
41694169 VALUATION. (a) If a decedent dies intestate as to all or part of the
41704170 decedent's estate, property that the decedent gave during the
41714171 decedent's lifetime to a person who, on the date of the decedent's
41724172 death, is the decedent's heir, or property received by the
41734173 decedent's heir under a nontestamentary transfer under Subchapter
41744174 B, Chapter 111, or Chapter 112 or 113, is an advancement against the
41754175 heir's intestate share of the estate only if:
41764176 (1) the decedent declared in a contemporaneous
41774177 writing, or the heir acknowledged in writing, that the gift or
41784178 nontestamentary transfer is an advancement; or
41794179 (2) the decedent's contemporaneous writing or the
41804180 heir's written acknowledgment otherwise indicates that the gift or
41814181 nontestamentary transfer is to be considered in computing the
41824182 division and distribution of the decedent's intestate estate.
41834183 (b) For purposes of Subsection (a), property that is
41844184 advanced is valued as of the earlier of:
41854185 (1) the time that the heir came into possession or
41864186 enjoyment of the property; or
41874187 (2) the time of the decedent's death. (Tex. Prob.
41884188 Code, Secs. 44(a), (b).)
41894189 Sec. 201.152. SURVIVAL OF RECIPIENT REQUIRED. If the
41904190 recipient of property described by Section 201.151 does not survive
41914191 the decedent, the property is not considered in computing the
41924192 division and distribution of the decedent's intestate estate unless
41934193 the decedent's contemporaneous writing provides otherwise. (Tex.
41944194 Prob. Code, Sec. 44(c).)
41954195 CHAPTER 202. DETERMINATION OF HEIRSHIP
41964196 SUBCHAPTER A. AUTHORIZATION AND PROCEDURES FOR COMMENCEMENT OF PROCEEDING TO DECLARE HEIRSHIP
41974197 PROCEEDING TO DECLARE HEIRSHIP
41984198 Sec. 202.001. GENERAL AUTHORIZATION FOR AND NATURE OF
41994199 PROCEEDING TO DECLARE HEIRSHIP
42004200 Sec. 202.002. CIRCUMSTANCES UNDER WHICH PROCEEDING TO
42014201 DECLARE HEIRSHIP IS AUTHORIZED
42024202 Sec. 202.003. VENUE FOR PROCEEDING TO DECLARE HEIRSHIP
42034203 Sec. 202.004. PERSONS WHO MAY COMMENCE PROCEEDING TO
42044204 DECLARE HEIRSHIP
42054205 Sec. 202.005. APPLICATION FOR PROCEEDING TO DECLARE
42064206 HEIRSHIP
42074207 Sec. 202.006. REQUEST FOR DETERMINATION OF NECESSITY
42084208 FOR ADMINISTRATION
42094209 Sec. 202.007. AFFIDAVIT SUPPORTING APPLICATION
42104210 REQUIRED
42114211 Sec. 202.008. REQUIRED PARTIES TO PROCEEDING TO
42124212 DECLARE HEIRSHIP
42134213 Sec. 202.009. REPRESENTATION OF INTERESTS OF CERTAIN
42144214 PERSONS
42154215 [Sections 202.010-202.050 reserved for expansion]
42164216 SUBCHAPTER B. NOTICE OF PROCEEDING TO DECLARE HEIRSHIP
42174217 Sec. 202.051. SERVICE OF CITATION BY MAIL WHEN
42184218 OR ASCERTAINABLE
42194219 Sec. 202.052. SERVICE OF CITATION BY PUBLICATION WHEN
42204220 ASCERTAINABLE
42214221 Sec. 202.053. REQUIRED POSTING OF CITATION
42224222 Sec. 202.054. PERSONAL SERVICE OF CITATION MAY BE
42234223 REQUIRED
42244224 Sec. 202.055. SERVICE OF CITATION ON CERTAIN PERSONS
42254225 NOT REQUIRED
42264226 Sec. 202.056. WAIVER OF SERVICE OF CITATION ON CERTAIN
42274227 PERSONS NOT PERMITTED
42284228 [Sections 202.057-202.100 reserved for expansion]
42294229 SUBCHAPTER C. TRANSFER OF PENDING PROCEEDING TO DECLARE HEIRSHIP
42304230 Sec. 202.101. REQUIRED TRANSFER OF PENDING PROCEEDING
42314231 CIRCUMSTANCES
42324232 Sec. 202.102. TRANSFER OF RECORDS
42334233 Sec. 202.103. PROCEDURES APPLICABLE TO TRANSFERRED
42344234 CONSOLIDATION WITH OTHER PROCEEDING
42354235 [Sections 202.104-202.150 reserved for expansion]
42364236 SUBCHAPTER D. EVIDENCE RELATING TO DETERMINATION OF HEIRSHIP
42374237 Sec. 202.151. WRITTEN EVIDENCE IN PROCEEDING TO
42384238 DECLARE HEIRSHIP
42394239 [Sections 202.152-202.200 reserved for expansion]
42404240 SUBCHAPTER E. JUDGMENT IN PROCEEDING TO DECLARE HEIRSHIP
42414241 Sec. 202.201. REQUIRED STATEMENTS IN JUDGMENT
42424242 Sec. 202.202. FINALITY AND APPEAL OF JUDGMENT
42434243 Sec. 202.203. CORRECTION OF JUDGMENT AT REQUEST OF
42444244 HEIR NOT PROPERLY SERVED
42454245 Sec. 202.204. LIMITATION OF LIABILITY OF CERTAIN
42464246 JUDGMENT
42474247 Sec. 202.205. EFFECT OF CERTAIN JUDGMENTS ON LIABILITY
42484248 TO CREDITORS
42494249 Sec. 202.206. FILING AND RECORDING OF JUDGMENT
42504250 CHAPTER 202. DETERMINATION OF HEIRSHIP
42514251 SUBCHAPTER A. AUTHORIZATION AND PROCEDURES FOR COMMENCEMENT OF
42524252 PROCEEDING TO DECLARE HEIRSHIP
42534253 Sec. 202.001. GENERAL AUTHORIZATION FOR AND NATURE OF
42544254 PROCEEDING TO DECLARE HEIRSHIP. In the manner provided by this
42554255 chapter, a court may determine through a proceeding to declare
42564256 heirship:
42574257 (1) the persons who are a decedent's heirs and only
42584258 heirs; and
42594259 (2) the heirs' respective shares and interests under
42604260 the laws of this state in the decedent's estate. (Tex. Prob. Code,
42614261 Sec. 48(a) (part).)
42624262 Sec. 202.002. CIRCUMSTANCES UNDER WHICH PROCEEDING TO
42634263 DECLARE HEIRSHIP IS AUTHORIZED. A court may conduct a proceeding to
42644264 declare heirship when:
42654265 (1) a person dies intestate owning or entitled to
42664266 property in this state and there has been no administration in this
42674267 state of the person's estate; or
42684268 (2) there has been a will probated in this state or
42694269 elsewhere or an administration in this state of the decedent's
42704270 estate, but:
42714271 (A) property in this state was omitted from the
42724272 will or administration; or
42734273 (B) no final disposition of property in this
42744274 state has been made in the administration. (Tex. Prob. Code, Sec.
42754275 48(a) (part).)
42764276 Sec. 202.003. VENUE FOR PROCEEDING TO DECLARE HEIRSHIP.
42774277 (a) A proceeding to declare heirship of a decedent may be conducted
42784278 by:
42794279 (1) the court of the county in which a proceeding to
42804280 probate the decedent's will or for the administration of the
42814281 decedent's estate was most recently pending; or
42824282 (2) if no will of the decedent has been admitted to
42834283 probate in this state and no administration of the decedent's
42844284 estate has been granted in this state, the court of the county in
42854285 which venue would be proper for commencement of an administration
42864286 of the decedent's estate under Section 6.
42874287 (b) Notwithstanding Subsection (a), a probate court in
42884288 which proceedings for the guardianship of the estate of a ward who
42894289 dies intestate were pending at the time of the decedent's death may,
42904290 if there is no administration pending in the estate, determine:
42914291 (1) the persons who are the decedent's heirs and only
42924292 heirs; and
42934293 (2) the heirs' respective shares and interests under
42944294 the laws of this state in the decedent's estate. (Tex. Prob. Code,
42954295 Secs. 48(a) (part), (c).)
42964296 Sec. 202.004. PERSONS WHO MAY COMMENCE PROCEEDING TO
42974297 DECLARE HEIRSHIP. A proceeding to declare heirship of a decedent
42984298 may be commenced and maintained under a circumstance specified by
42994299 Section 202.002 by:
43004300 (1) the personal representative of the decedent's
43014301 estate;
43024302 (2) a person claiming to be a secured creditor or the
43034303 owner of all or part of the decedent's estate; or
43044304 (3) if the decedent was a ward with respect to whom a
43054305 guardian of the estate had been appointed, the guardian of the
43064306 estate, provided that the proceeding is commenced and maintained in
43074307 the probate court in which the proceedings for the guardianship of
43084308 the estate were pending at the time of the decedent's death. (Tex.
43094309 Prob. Code, Sec. 49(a) (part).)
43104310 Sec. 202.005. APPLICATION FOR PROCEEDING TO DECLARE
43114311 HEIRSHIP. A person authorized by Section 202.004 to commence a
43124312 proceeding to declare heirship must file an application in a court
43134313 specified by Section 202.003 to commence the proceeding. The
43144314 application must state:
43154315 (1) the decedent's name and time and place of death;
43164316 (2) the names and residences of the decedent's heirs,
43174317 the relationship of each heir to the decedent, and the true interest
43184318 of the applicant and each of the heirs in the decedent's estate;
43194319 (3) if the time or place of the decedent's death or the
43204320 name or residence of an heir is not definitely known to the
43214321 applicant, all the material facts and circumstances with respect to
43224322 which the applicant has knowledge and information that might
43234323 reasonably tend to show the time or place of the decedent's death or
43244324 the name or residence of the heir;
43254325 (4) that all children born to or adopted by the
43264326 decedent have been listed;
43274327 (5) that each of the decedent's marriages has been
43284328 listed with:
43294329 (A) the date of the marriage;
43304330 (B) the name of the spouse;
43314331 (C) the date and place of termination if the
43324332 marriage was terminated; and
43334333 (D) other facts to show whether a spouse has had
43344334 an interest in the decedent's property;
43354335 (6) whether the decedent died testate and, if so, what
43364336 disposition has been made of the will;
43374337 (7) a general description of all property belonging to
43384338 the decedent's estate; and
43394339 (8) an explanation for the omission from the
43404340 application of any of the information required by this section.
43414341 (Tex. Prob. Code, Sec. 49(a) (part).)
43424342 Sec. 202.006. REQUEST FOR DETERMINATION OF NECESSITY FOR
43434343 ADMINISTRATION. A person who files an application under Section
43444344 202.005 not later than the fourth anniversary of the date of the
43454345 death of the decedent who is the subject of the application may
43464346 request that the court determine whether there is a need for
43474347 administration of the decedent's estate. The court shall hear
43484348 evidence on the issue and, in the court's judgment, make a
43494349 determination of the issue. (Tex. Prob. Code, Sec. 48(b).)
43504350 Sec. 202.007. AFFIDAVIT SUPPORTING APPLICATION REQUIRED.
43514351 (a) An application filed under Section 202.005 must be supported by
43524352 the affidavit of each applicant.
43534353 (b) An affidavit of an applicant under Subsection (a) must
43544354 state that, to the applicant's knowledge:
43554355 (1) all the allegations in the application are true;
43564356 and
43574357 (2) no material fact or circumstance has been omitted
43584358 from the application. (Tex. Prob. Code, Sec. 49(b) (part).)
43594359 Sec. 202.008. REQUIRED PARTIES TO PROCEEDING TO DECLARE
43604360 HEIRSHIP. Each of the following persons must be made a party to a
43614361 proceeding to declare heirship:
43624362 (1) each unknown heir of the decedent who is the
43634363 subject of the proceeding;
43644364 (2) each person who is named as an heir of the decedent
43654365 in the application filed under Section 202.005; and
43664366 (3) each person who is, on the filing date of the
43674367 application, shown as owning a share or interest in any real
43684368 property described in the application by the deed records of the
43694369 county in which the property is located. (Tex. Prob. Code, Sec.
43704370 49(b) (part).)
43714371 Sec. 202.009. REPRESENTATION OF INTERESTS OF CERTAIN
43724372 PERSONS. (a) If it appears to the court in a proceeding to declare
43734373 heirship that there is or may be a living heir whose name or
43744374 whereabouts is unknown, or that a defendant is an incapacitated
43754375 person, the court may appoint an attorney ad litem or guardian ad
43764376 litem to represent the interests of that person. The court may not
43774377 appoint an attorney ad litem or guardian ad litem unless the court
43784378 finds that the appointment is necessary to protect the interests of
43794379 the living heir or incapacitated person.
43804380 (b) The court shall appoint an attorney ad litem to
43814381 represent the interests of unknown heirs. (Tex. Prob. Code, Secs.
43824382 53(b), (c).)
43834383 [Sections 202.010-202.050 reserved for expansion]
43844384 SUBCHAPTER B. NOTICE OF PROCEEDING TO DECLARE HEIRSHIP
43854385 Sec. 202.051. SERVICE OF CITATION BY MAIL WHEN RECIPIENT'S
43864386 NAME AND ADDRESS ARE KNOWN OR ASCERTAINABLE. Except as provided by
43874387 Section 202.054, citation in a proceeding to declare heirship must
43884388 be served by registered or certified mail on:
43894389 (1) each distributee who is 12 years of age or older
43904390 and whose name and address are known or can be ascertained through
43914391 the exercise of reasonable diligence; and
43924392 (2) the parent, managing conservator, or guardian of
43934393 each distributee who is younger than 12 years of age if the name and
43944394 address of the parent, managing conservator, or guardian are known
43954395 or can be reasonably ascertained. (Tex. Prob. Code, Sec. 50(a)
43964396 (part).)
43974397 Sec. 202.052. SERVICE OF CITATION BY PUBLICATION WHEN
43984398 RECIPIENT'S NAME OR ADDRESS IS NOT ASCERTAINABLE. If the address of
43994399 a person or entity on whom citation is required to be served cannot
44004400 be ascertained, citation must be served on the person or entity by
44014401 publication in the county in which the proceeding to declare
44024402 heirship is commenced and in the county of the last residence of the
44034403 decedent who is the subject of the proceeding, if that residence was
44044404 in a county other than the county in which the proceeding is
44054405 commenced. To determine whether a decedent has any other heirs,
44064406 citation must be served on unknown heirs by publication in the
44074407 manner provided by this section. (Tex. Prob. Code, Sec. 50(b).)
44084408 Sec. 202.053. REQUIRED POSTING OF CITATION. Except in a
44094409 proceeding in which citation is served by publication as provided
44104410 by Section 202.052, citation in a proceeding to declare heirship
44114411 must be posted in:
44124412 (1) the county in which the proceeding is commenced;
44134413 and
44144414 (2) the county of the last residence of the decedent
44154415 who is the subject of the proceeding. (Tex. Prob. Code, Sec. 50(c).)
44164416 Sec. 202.054. PERSONAL SERVICE OF CITATION MAY BE REQUIRED.
44174417 The court may require that service of citation in a proceeding to
44184418 declare heirship be made by personal service on some or all of those
44194419 named as distributees in the application filed under Section
44204420 202.005. (Tex. Prob. Code, Sec. 50(a) (part).)
44214421 Sec. 202.055. SERVICE OF CITATION ON CERTAIN PERSONS NOT
44224422 REQUIRED. A party to a proceeding to declare heirship who executed
44234423 the application filed under Section 202.005 is not required to be
44244424 served by any method. (Tex. Prob. Code, Sec. 50(d).)
44254425 Sec. 202.056. WAIVER OF SERVICE OF CITATION ON CERTAIN
44264426 PERSONS NOT PERMITTED. A parent, managing conservator, guardian,
44274427 attorney ad litem, or guardian ad litem of a distributee who is 12
44284428 years of age or older, but younger than 19 years of age, may not
44294429 waive citation required by this subchapter to be served on the
44304430 distributee. (Tex. Prob. Code, Sec. 50(e).)
44314431 [Sections 202.057-202.100 reserved for expansion]
44324432 SUBCHAPTER C. TRANSFER OF PENDING PROCEEDING TO DECLARE HEIRSHIP
44334433 Sec. 202.101. REQUIRED TRANSFER OF PENDING PROCEEDING TO
44344434 DECLARE HEIRSHIP UNDER CERTAIN CIRCUMSTANCES. If, after a
44354435 proceeding to declare heirship is commenced, an administration of
44364436 the estate of the decedent who is the subject of the proceeding is
44374437 granted in this state or the decedent's will is admitted to probate
44384438 in this state, the court in which the proceeding to declare
44394439 heirship is pending shall, by an order entered of record in the
44404440 proceeding, transfer the proceeding to the court in which the
44414441 administration was granted or the will was probated. (Tex. Prob.
44424442 Code, Sec. 51 (part).)
44434443 Sec. 202.102. TRANSFER OF RECORDS. The clerk of the court
44444444 from which a proceeding to declare heirship is transferred under
44454445 Section 202.101 shall, on entry of the order under that section,
44464446 send to the clerk of the court named in the order a certified
44474447 transcript of all pleadings, docket entries, and orders of the
44484448 court in the proceeding. The clerk of the court to which the
44494449 proceeding is transferred shall:
44504450 (1) file the transcript;
44514451 (2) record the transcript in the minutes of the court;
44524452 and
44534453 (3) docket the proceeding. (Tex. Prob. Code, Sec. 51
44544454 (part).)
44554455 Sec. 202.103. PROCEDURES APPLICABLE TO TRANSFERRED
44564456 PROCEEDING TO DECLARE HEIRSHIP; CONSOLIDATION WITH OTHER
44574457 PROCEEDING. A proceeding to declare heirship that is transferred
44584458 under Section 202.101 shall proceed as though the proceeding was
44594459 originally filed in the court to which the proceeding is
44604460 transferred. The court may consolidate the proceeding with the
44614461 other proceeding pending in that court. (Tex. Prob. Code, Sec. 51
44624462 (part).)
44634463 [Sections 202.104-202.150 reserved for expansion]
44644464 SUBCHAPTER D. EVIDENCE RELATING TO DETERMINATION OF HEIRSHIP
44654465 Sec. 202.151. WRITTEN EVIDENCE IN PROCEEDING TO DECLARE
44664466 HEIRSHIP. The court may require that all or any part of the
44674467 evidence admitted in a proceeding to declare heirship be:
44684468 (1) reduced to writing and subscribed and sworn to by
44694469 the witnesses, respectively; and
44704470 (2) filed in the proceeding and recorded in the
44714471 minutes of the court. (Tex. Prob. Code, Sec. 53(a).)
44724472 [Sections 202.152-202.200 reserved for expansion]
44734473 SUBCHAPTER E. JUDGMENT IN PROCEEDING TO DECLARE HEIRSHIP
44744474 Sec. 202.201. REQUIRED STATEMENTS IN JUDGMENT. (a) The
44754475 judgment in a proceeding to declare heirship must state:
44764476 (1) the names and places of residence of the heirs of
44774477 the decedent who is the subject of the proceeding; and
44784478 (2) the heirs' respective shares and interests in the
44794479 decedent's property.
44804480 (b) If the proof in a proceeding to declare heirship is in
44814481 any respect deficient, the judgment in the proceeding must state
44824482 that. (Tex. Prob. Code, Sec. 54.)
44834483 Sec. 202.202. FINALITY AND APPEAL OF JUDGMENT. (a) The
44844484 judgment in a proceeding to declare heirship is a final judgment.
44854485 (b) At the request of an interested person, the judgment in
44864486 a proceeding to declare heirship may be appealed or reviewed within
44874487 the same time limits and in the same manner as other judgments in
44884488 probate matters. (Tex. Prob. Code, Sec. 55(a) (part).)
44894489 Sec. 202.203. CORRECTION OF JUDGMENT AT REQUEST OF HEIR NOT
44904490 PROPERLY SERVED. If an heir of a decedent who is the subject of a
44914491 proceeding to declare heirship is not served with citation by
44924492 registered or certified mail or personal service in the proceeding,
44934493 the heir may:
44944494 (1) have the judgment in the proceeding corrected by
44954495 bill of review:
44964496 (A) at any time, but not later than the fourth
44974497 anniversary of the date of the judgment; or
44984498 (B) after the passage of any length of time, on
44994499 proof of actual fraud; and
45004500 (2) recover the heir's just share of the property or
45014501 the value of that share from:
45024502 (A) the heirs named in the judgment; and
45034503 (B) those who claim under the heirs named in the
45044504 judgment and who are not bona fide purchasers for value. (Tex.
45054505 Prob. Code, Sec. 55(a) (part).)
45064506 Sec. 202.204. LIMITATION OF LIABILITY OF CERTAIN PERSONS
45074507 ACTING IN ACCORDANCE WITH JUDGMENT. (a) The judgment in a
45084508 proceeding to declare heirship is conclusive in a suit between an
45094509 heir omitted from the judgment and a bona fide purchaser for value
45104510 who purchased property after entry of the judgment without actual
45114511 notice of the claim of the omitted heir, regardless of whether the
45124512 judgment is subsequently modified, set aside, or nullified.
45134513 (b) A person is not liable to another person for the
45144514 following actions performed in good faith after a judgment is
45154515 entered in a proceeding to declare heirship:
45164516 (1) delivering the property of the decedent who was
45174517 the subject of the proceeding to the persons named as heirs in the
45184518 judgment; or
45194519 (2) engaging in any other transaction with the persons
45204520 named as heirs in the judgment. (Tex. Prob. Code, Sec. 55(b).)
45214521 Sec. 202.205. EFFECT OF CERTAIN JUDGMENTS ON LIABILITY TO
45224522 CREDITORS. (a) A judgment in a proceeding to declare heirship
45234523 stating that there is no necessity for administration of the estate
45244524 of the decedent who is the subject of the proceeding constitutes
45254525 authorization for a person who owes money to the estate, has custody
45264526 of estate property, acts as registrar or transfer agent of an
45274527 evidence of interest, indebtedness, property, or right belonging to
45284528 the estate, or purchases from or otherwise deals with an heir named
45294529 in the judgment to take the following actions without liability to a
45304530 creditor of the estate or other person:
45314531 (1) to pay, deliver, or transfer the property or the
45324532 evidence of property rights to an heir named in the judgment; or
45334533 (2) to purchase property from an heir named in the
45344534 judgment.
45354535 (b) An heir named in a judgment in a proceeding to declare
45364536 heirship is entitled to enforce the heir's right to payment,
45374537 delivery, or transfer described by Subsection (a) by suit.
45384538 (c) Except as provided by this section, this chapter does
45394539 not affect the rights or remedies of the creditors of a decedent who
45404540 is the subject of a proceeding to declare heirship. (Tex. Prob.
45414541 Code, Sec. 55(c).)
45424542 Sec. 202.206. FILING AND RECORDING OF JUDGMENT. (a) A
45434543 certified copy of the judgment in a proceeding to declare heirship
45444544 may be:
45454545 (1) filed for record in the office of the county clerk
45464546 of the county in which any real property described in the judgment
45474547 is located;
45484548 (2) recorded in the deed records of that county; and
45494549 (3) indexed in the name of the decedent who was the
45504550 subject of the proceeding as grantor and in the names of the heirs
45514551 named in the judgment as grantees.
45524552 (b) On the filing of a judgment in accordance with
45534553 Subsection (a), the judgment constitutes constructive notice of the
45544554 facts stated in the judgment. (Tex. Prob. Code, Sec. 56.)
45554555 CHAPTER 203. NONJUDICIAL EVIDENCE OF HEIRSHIP
45564556 Sec. 203.001. RECORDED STATEMENT OF FACTS AS PRIMA
45574557 FACIE EVIDENCE OF HEIRSHIP
45584558 Sec. 203.002. FORM OF AFFIDAVIT CONCERNING IDENTITY OF
45594559 HEIRS
45604560 CHAPTER 203. NONJUDICIAL EVIDENCE OF HEIRSHIP
45614561 Sec. 203.001. RECORDED STATEMENT OF FACTS AS PRIMA FACIE
45624562 EVIDENCE OF HEIRSHIP. (a) A court shall receive in a proceeding to
45634563 declare heirship or a suit involving title to property a statement
45644564 of facts concerning the family history, genealogy, marital status,
45654565 or the identity of the heirs of a decedent as prima facie evidence
45664566 of the facts contained in the statement if:
45674567 (1) the statement is contained in:
45684568 (A) an affidavit or other instrument legally
45694569 executed and acknowledged or sworn to before, and certified by, an
45704570 officer authorized to take acknowledgments or oaths, as applicable;
45714571 or
45724572 (B) a judgment of a court of record; and
45734573 (2) the affidavit or instrument containing the
45744574 statement has been of record for five years or more in the deed
45754575 records of a county in this state in which the property is located
45764576 at the time the suit involving title to property is commenced, or in
45774577 the deed records of a county in this state in which the decedent was
45784578 domiciled or had a fixed place of residence at the time of the
45794579 decedent's death.
45804580 (b) If there is an error in a statement of facts in a
45814581 recorded affidavit or instrument described by Subsection (a),
45824582 anyone interested in a proceeding in which the affidavit or
45834583 instrument is offered in evidence may prove the true facts.
45844584 (c) An affidavit of facts concerning the identity of a
45854585 decedent's heirs as to an interest in real property that is filed in
45864586 a proceeding or suit described by Subsection (a) may be in the form
45874587 prescribed by Section 203.002.
45884588 (d) An affidavit of facts concerning the identity of a
45894589 decedent's heirs does not affect the rights of an omitted heir or
45904590 creditor of the decedent as otherwise provided by law. This section
45914591 is cumulative of all other statutes on the same subject and may not
45924592 be construed as abrogating any right to present evidence or rely on
45934593 an affidavit of facts conferred by any other statute or rule. (Tex.
45944594 Prob. Code, Sec. 52.)
45954595 Sec. 203.002. FORM OF AFFIDAVIT CONCERNING IDENTITY OF
45964596 HEIRS. An affidavit of facts concerning the identity of a
45974597 decedent's heirs may be in substantially the following form:
45984598 AFFIDAVIT OF FACTS CONCERNING THE IDENTITY OF HEIRS
45994599 Before me, the undersigned authority, on this day personally
46004600 appeared __________ ("Affiant") (insert name of affiant) who, being
46014601 first duly sworn, upon his/her oath states:
46024602 1. My name is __________ (insert name of affiant), and I live
46034603 at __________ (insert address of affiant's residence). I am
46044604 personally familiar with the family and marital history of
46054605 __________ ("Decedent") (insert name of decedent), and I have
46064606 personal knowledge of the facts stated in this affidavit.
46074607 2. I knew decedent from __________ (insert date) until
46084608 __________ (insert date). Decedent died on __________ (insert date
46094609 of death). Decedent's place of death was __________ (insert place
46104610 of death). At the time of decedent's death, decedent's residence was
46114611 __________ (insert address of decedent's residence).
46124612 3. Decedent's marital history was as follows: __________
46134613 (insert marital history and, if decedent's spouse is deceased,
46144614 insert date and place of spouse's death).
46154615 4. Decedent had the following children: __________ (insert
46164616 name, birth date, name of other parent, and current address of child
46174617 or date of death of child and descendants of deceased child, as
46184618 applicable, for each child).
46194619 5. Decedent did not have or adopt any other children and did
46204620 not take any other children into decedent's home or raise any other
46214621 children, except: __________ (insert name of child or names of
46224622 children, or state "none").
46234623 6. (Include if decedent was not survived by descendants.)
46244624 Decedent's mother was: __________ (insert name, birth date, and
46254625 current address or date of death of mother, as applicable).
46264626 7. (Include if decedent was not survived by descendants.)
46274627 Decedent's father was: __________ (insert name, birth date, and
46284628 current address or date of death of father, as applicable).
46294629 8. (Include if decedent was not survived by descendants or by
46304630 both mother and father.) Decedent had the following siblings:
46314631 __________ (insert name, birth date, and current address or date of
46324632 death of each sibling and parents of each sibling and descendants of
46334633 each deceased sibling, as applicable, or state "none").
46344634 9. (Optional.) The following persons have knowledge
46354635 regarding the decedent, the identity of decedent's children, if
46364636 any, parents, or siblings, if any: __________ (insert names of
46374637 persons with knowledge, or state "none").
46384638 10. Decedent died without leaving a written will. (Modify
46394639 statement if decedent left a written will.)
46404640 11. There has been no administration of decedent's estate.
46414641 (Modify statement if there has been administration of decedent's
46424642 estate.)
46434643 12. Decedent left no debts that are unpaid, except:
46444644 __________ (insert list of debts, or state "none").
46454645 13. There are no unpaid estate or inheritance taxes, except:
46464646 __________ (insert list of unpaid taxes, or state "none").
46474647 14. To the best of my knowledge, decedent owned an interest
46484648 in the following real property: __________ (insert list of real
46494649 property in which decedent owned an interest, or state "none").
46504650 15. (Optional.) The following were the heirs of decedent:
46514651 __________ (insert names of heirs).
46524652 16. (Insert additional information as appropriate, such as
46534653 size of the decedent's estate.)
46544654 Signed this ___ day of __________, ___.
46554655 _________________________________
46564656 (signature of affiant)
46574657 State of __________
46584658 County of __________
46594659 Sworn to and subscribed to before me on __________ (date) by
46604660 __________ (insert name of affiant).
46614661 _________________________________
46624662 (signature of notarial officer)
46634663 (Seal, if any, of notary) __________
46644664 (printed name)
46654665 My commission expires: __________
46664666 (Tex. Prob. Code, Sec. 52A.)
46674667 CHAPTER 204. GENETIC TESTING IN PROCEEDINGS TO DECLARE HEIRSHIP
46684668 SUBCHAPTER A. GENERAL PROVISIONS
46694669 Sec. 204.001. PROCEEDINGS AND RECORDS PUBLIC
46704670 [Sections 204.002-204.050 reserved for expansion]
46714671 SUBCHAPTER B. COURT ORDERS FOR GENETIC TESTING IN PROCEEDINGS TO DECLARE HEIRSHIP
46724672 DECLARE HEIRSHIP
46734673 Sec. 204.051. ORDER FOR GENETIC TESTING
46744674 Sec. 204.052. ADVANCEMENT OF COSTS
46754675 Sec. 204.053. ORDER AND ADVANCEMENT OF COSTS FOR
46764676 SUBSEQUENT GENETIC TESTING
46774677 Sec. 204.054. SUBMISSION OF GENETIC MATERIAL BY OTHER
46784678 RELATIVE UNDER CERTAIN CIRCUMSTANCES
46794679 Sec. 204.055. GENETIC TESTING OF DECEASED INDIVIDUAL
46804680 Sec. 204.056. CRIMINAL PENALTY
46814681 [Sections 204.057-204.100 reserved for expansion]
46824682 SUBCHAPTER C. RESULTS OF GENETIC TESTING
46834683 Sec. 204.101. RESULTS OF GENETIC TESTING;
46844684 ADMISSIBILITY
46854685 Sec. 204.102. PRESUMPTION REGARDING RESULTS OF GENETIC
46864686 TESTING; REBUTTAL
46874687 Sec. 204.103. CONTESTING RESULTS OF GENETIC TESTING
46884688 [Sections 204.104-204.150 reserved for expansion]
46894689 SUBCHAPTER D. USE OF RESULTS OF GENETIC TESTING IN CERTAIN PROCEEDINGS TO DECLARE HEIRSHIP
46904690 PROCEEDINGS TO DECLARE HEIRSHIP
46914691 Sec. 204.151. APPLICABILITY OF SUBCHAPTER
46924692 Sec. 204.152. REQUIRED FINDINGS IN ABSENCE OF REBUTTAL
46934693 EVIDENCE
46944694 Sec. 204.153. EFFECT OF INCONCLUSIVE RESULTS OF
46954695 GENETIC TESTING
46964696 [Sections 204.154-204.200 reserved for expansion]
46974697 SUBCHAPTER E. ADDITIONAL ORDERS FOLLOWING RESULTS OF GENETIC TESTING
46984698 TESTING
46994699 Sec. 204.201. ORDER FOR CHANGE OF NAME
47004700 CHAPTER 204. GENETIC TESTING IN PROCEEDINGS TO DECLARE HEIRSHIP
47014701 SUBCHAPTER A. GENERAL PROVISIONS
47024702 Sec. 204.001. PROCEEDINGS AND RECORDS PUBLIC. A proceeding
47034703 under this chapter or Chapter 202 involving genetic testing is open
47044704 to the public as in other civil cases. Papers and records in the
47054705 proceeding are available for public inspection. (Tex. Prob. Code,
47064706 Sec. 53E.)
47074707 [Sections 204.002-204.050 reserved for expansion]
47084708 SUBCHAPTER B. COURT ORDERS FOR GENETIC TESTING IN PROCEEDINGS TO
47094709 DECLARE HEIRSHIP
47104710 Sec. 204.051. ORDER FOR GENETIC TESTING. (a) In a
47114711 proceeding to declare heirship under Chapter 202, the court may, on
47124712 the court's own motion, and shall, on the request of a party to the
47134713 proceeding, order one or more specified individuals to submit to
47144714 genetic testing as provided by Subchapter F, Chapter 160, Family
47154715 Code. If two or more individuals are ordered to be tested, the
47164716 court may order that the testing of those individuals be done
47174717 concurrently or sequentially.
47184718 (b) The court may enforce an order under this section by
47194719 contempt. (Tex. Prob. Code, Sec. 53A(a).)
47204720 Sec. 204.052. ADVANCEMENT OF COSTS. Subject to any
47214721 assessment of costs following a proceeding to declare heirship in
47224722 accordance with Rule 131, Texas Rules of Civil Procedure, the cost
47234723 of genetic testing ordered under Section 204.051 must be advanced:
47244724 (1) by a party to the proceeding who requests the
47254725 testing;
47264726 (2) as agreed by the parties and approved by the court;
47274727 or
47284728 (3) as ordered by the court. (Tex. Prob. Code, Sec.
47294729 53A(b).)
47304730 Sec. 204.053. ORDER AND ADVANCEMENT OF COSTS FOR SUBSEQUENT
47314731 GENETIC TESTING. (a) Subject to Subsection (b), the court shall
47324732 order genetic testing subsequent to the testing conducted under
47334733 Section 204.051 if:
47344734 (1) a party to the proceeding to declare heirship
47354735 contests the results of the genetic testing ordered under Section
47364736 204.051; and
47374737 (2) the party contesting the results requests that
47384738 additional testing be conducted.
47394739 (b) If the results of the genetic testing ordered under
47404740 Section 204.051 identify a tested individual as an heir of the
47414741 decedent, the court may order additional genetic testing in
47424742 accordance with Subsection (a) only if the party contesting those
47434743 results pays for the additional testing in advance. (Tex. Prob.
47444744 Code, Secs. 53A(c), (d).)
47454745 Sec. 204.054. SUBMISSION OF GENETIC MATERIAL BY OTHER
47464746 RELATIVE UNDER CERTAIN CIRCUMSTANCES. If a sample of an
47474747 individual's genetic material that could identify another
47484748 individual as the decedent's heir is not available for purposes of
47494749 conducting genetic testing under this subchapter, the court, on a
47504750 finding of good cause and that the need for genetic testing
47514751 outweighs the legitimate interests of the individual to be tested,
47524752 may order any of the following individuals to submit a sample of
47534753 genetic material for the testing under circumstances the court
47544754 considers just:
47554755 (1) a parent, sibling, or child of the individual
47564756 whose genetic material is not available; or
47574757 (2) any other relative of that individual, as
47584758 necessary to conduct the testing. (Tex. Prob. Code, Sec. 53A(e).)
47594759 Sec. 204.055. GENETIC TESTING OF DECEASED INDIVIDUAL. On
47604760 good cause shown, the court may order:
47614761 (1) genetic testing of a deceased individual under
47624762 this subchapter; and
47634763 (2) if necessary, removal of the remains of the
47644764 deceased individual as provided by Section 711.004, Health and
47654765 Safety Code, for that testing. (Tex. Prob. Code, Sec. 53A(f).)
47664766 Sec. 204.056. CRIMINAL PENALTY. (a) An individual commits
47674767 an offense if:
47684768 (1) the individual intentionally releases an
47694769 identifiable sample of the genetic material of another individual
47704770 that was provided for purposes of genetic testing ordered under
47714771 this subchapter; and
47724772 (2) the release:
47734773 (A) is for a purpose not related to the
47744774 proceeding to declare heirship; and
47754775 (B) was not ordered by the court or done in
47764776 accordance with written permission obtained from the individual who
47774777 provided the sample.
47784778 (b) An offense under this section is a Class A misdemeanor.
47794779 (Tex. Prob. Code, Sec. 53A(g).)
47804780 [Sections 204.057-204.100 reserved for expansion]
47814781 SUBCHAPTER C. RESULTS OF GENETIC TESTING
47824782 Sec. 204.101. RESULTS OF GENETIC TESTING; ADMISSIBILITY. A
47834783 report of the results of genetic testing ordered under Subchapter
47844784 B:
47854785 (1) must comply with the requirements for a report
47864786 prescribed by Section 160.504, Family Code; and
47874787 (2) is admissible in a proceeding to declare heirship
47884788 under Chapter 202 as evidence of the truth of the facts asserted in
47894789 the report. (Tex. Prob. Code, Sec. 53B(a).)
47904790 Sec. 204.102. PRESUMPTION REGARDING RESULTS OF GENETIC
47914791 TESTING; REBUTTAL. The presumption under Section 160.505, Family
47924792 Code:
47934793 (1) applies to the results of genetic testing ordered
47944794 under Subchapter B; and
47954795 (2) may be rebutted as provided by Section 160.505,
47964796 Family Code. (Tex. Prob. Code, Sec. 53B(b).)
47974797 Sec. 204.103. CONTESTING RESULTS OF GENETIC TESTING. (a) A
47984798 party to a proceeding to declare heirship who contests the results
47994799 of genetic testing may call one or more genetic testing experts to
48004800 testify in person or by telephone, videoconference, deposition, or
48014801 another method approved by the court.
48024802 (b) Unless otherwise ordered by the court, the party
48034803 offering the testimony under Subsection (a) bears the expense for
48044804 the expert testifying. (Tex. Prob. Code, Sec. 53B(c).)
48054805 [Sections 204.104-204.150 reserved for expansion]
48064806 SUBCHAPTER D. USE OF RESULTS OF GENETIC TESTING IN CERTAIN
48074807 PROCEEDINGS TO DECLARE HEIRSHIP
48084808 Sec. 204.151. APPLICABILITY OF SUBCHAPTER. This subchapter
48094809 applies in a proceeding to declare heirship of a decedent only with
48104810 respect to an individual who:
48114811 (1) petitions the court for a determination of right
48124812 of inheritance as authorized by Section 201.052(c); and
48134813 (2) claims:
48144814 (A) to be a biological child of the decedent, but
48154815 with respect to whom a parent-child relationship with the decedent
48164816 was not established as provided by Section 160.201, Family Code; or
48174817 (B) to inherit through a biological child of the
48184818 decedent, if a parent-child relationship between the individual
48194819 through whom the inheritance is claimed and the decedent was not
48204820 established as provided by Section 160.201, Family Code. (Tex.
48214821 Prob. Code, Sec. 53C(a).)
48224822 Sec. 204.152. REQUIRED FINDINGS IN ABSENCE OF REBUTTAL
48234823 EVIDENCE. Unless the results of genetic testing of another
48244824 individual who is an heir of the decedent who is the subject of a
48254825 proceeding to declare heirship to which this subchapter applies are
48264826 admitted as rebuttal evidence, the court shall find that the
48274827 individual described by Section 204.151:
48284828 (1) is an heir of the decedent, if the results of
48294829 genetic testing ordered under Subchapter B identify a tested
48304830 individual who is an heir of the decedent as the ancestor of the
48314831 individual described by Section 204.151; or
48324832 (2) is not an heir of the decedent, if the results of
48334833 genetic testing ordered under Subchapter B exclude a tested
48344834 individual who is an heir of the decedent as the ancestor of the
48354835 individual described by Section 204.151. (Tex. Prob. Code, Secs.
48364836 53C(b), (c).)
48374837 Sec. 204.153. EFFECT OF INCONCLUSIVE RESULTS OF GENETIC
48384838 TESTING. If the results of genetic testing ordered under
48394839 Subchapter B do not identify or exclude a tested individual as the
48404840 ancestor of the individual described by Section 204.151:
48414841 (1) the court may not dismiss the proceeding to
48424842 declare heirship; and
48434843 (2) the results of the genetic testing and other
48444844 relevant evidence are admissible in the proceeding. (Tex. Prob.
48454845 Code, Sec. 53C(d).)
48464846 [Sections 204.154-204.200 reserved for expansion]
48474847 SUBCHAPTER E. ADDITIONAL ORDERS FOLLOWING RESULTS OF GENETIC
48484848 TESTING
48494849 Sec. 204.201. ORDER FOR CHANGE OF NAME. On the request of
48504850 an individual determined by the results of genetic testing to be the
48514851 heir of a decedent and for good cause shown, the court may:
48524852 (1) order the name of the individual to be changed; and
48534853 (2) if the court orders a name change under
48544854 Subdivision (1), order the bureau of vital statistics to issue an
48554855 amended birth record for the individual. (Tex. Prob. Code, Sec.
48564856 53D.)
48574857 CHAPTER 205. SMALL ESTATE AFFIDAVIT
48584858 Sec. 205.001. ENTITLEMENT TO ESTATE WITHOUT
48594859 APPOINTMENT OF PERSONAL REPRESENTATIVE
48604860 Sec. 205.002. AFFIDAVIT REQUIREMENTS
48614861 Sec. 205.003. EXAMINATION AND APPROVAL OF AFFIDAVIT
48624862 Sec. 205.004. COPY OF AFFIDAVIT TO CERTAIN PERSONS
48634863 Sec. 205.005. AFFIDAVIT AS LOCAL GOVERNMENT RECORD
48644864 Sec. 205.006. TITLE TO HOMESTEAD TRANSFERRED UNDER
48654865 AFFIDAVIT
48664866 Sec. 205.007. LIABILITY OF CERTAIN PERSONS
48674867 Sec. 205.008. EFFECT OF CHAPTER
48684868 CHAPTER 205. SMALL ESTATE AFFIDAVIT
48694869 Sec. 205.001. ENTITLEMENT TO ESTATE WITHOUT APPOINTMENT OF
48704870 PERSONAL REPRESENTATIVE. The distributees of the estate of a
48714871 decedent who dies intestate are entitled to the decedent's estate
48724872 without waiting for the appointment of a personal representative of
48734873 the estate to the extent the estate assets, excluding homestead and
48744874 exempt property, exceed the known liabilities of the estate,
48754875 excluding any liabilities secured by homestead and exempt property,
48764876 if:
48774877 (1) 30 days have elapsed since the date of the
48784878 decedent's death;
48794879 (2) no petition for the appointment of a personal
48804880 representative is pending or has been granted;
48814881 (3) the value of the estate assets, excluding
48824882 homestead and exempt property, does not exceed $50,000;
48834883 (4) an affidavit that meets the requirements of
48844884 Section 205.002 is filed with the clerk of the court that has
48854885 jurisdiction and venue of the estate;
48864886 (5) the judge approves the affidavit as provided by
48874887 Section 205.003; and
48884888 (6) the distributees comply with Section 205.004.
48894889 (Tex. Prob. Code, Sec. 137(a) (part).)
48904890 Sec. 205.002. AFFIDAVIT REQUIREMENTS. An affidavit filed
48914891 under Section 205.001 must:
48924892 (1) be sworn to by:
48934893 (A) two disinterested witnesses;
48944894 (B) each distributee of the estate who has legal
48954895 capacity; and
48964896 (C) if warranted by the facts, the natural
48974897 guardian or next of kin of any minor distributee or the guardian of
48984898 any other incapacitated distributee;
48994899 (2) show the existence of the conditions prescribed by
49004900 Sections 205.001(1), (2), and (3); and
49014901 (3) include:
49024902 (A) a list of all known estate assets and
49034903 liabilities;
49044904 (B) the name and address of each distributee; and
49054905 (C) the relevant family history facts concerning
49064906 heirship that show each distributee's right to receive estate money
49074907 or other property or to have any evidence of money, property, or
49084908 other right of the estate as is determined to exist transferred to
49094909 the distributee as an heir or assignee. (Tex. Prob. Code, Sec.
49104910 137(a) (part).)
49114911 Sec. 205.003. EXAMINATION AND APPROVAL OF AFFIDAVIT. The
49124912 judge shall examine an affidavit filed under Section 205.001. The
49134913 judge may approve the affidavit if the judge determines that the
49144914 affidavit conforms to the requirements of this chapter. (Tex.
49154915 Prob. Code, Sec. 137(a) (part).)
49164916 Sec. 205.004. COPY OF AFFIDAVIT TO CERTAIN PERSONS. The
49174917 distributees of the estate shall provide a copy of the affidavit
49184918 under this chapter, certified by the court clerk, to each person
49194919 who:
49204920 (1) owes money to the estate;
49214921 (2) has custody or possession of estate property; or
49224922 (3) acts as a registrar, fiduciary, or transfer agent
49234923 of or for an evidence of interest, indebtedness, property, or other
49244924 right belonging to the estate. (Tex. Prob. Code, Sec. 137(a)
49254925 (part).)
49264926 Sec. 205.005. AFFIDAVIT AS LOCAL GOVERNMENT RECORD. (a) If
49274927 the judge approves an affidavit under Section 205.003, the
49284928 affidavit shall be maintained as a local government record under
49294929 Subtitle C, Title 6, Local Government Code.
49304930 (b) If the county does not maintain local government records
49314931 in a manner authorized under Subtitle C, Title 6, Local Government
49324932 Code, the county clerk shall provide and keep in the clerk's office
49334933 an appropriate book labeled "Small Estates" in which the clerk
49344934 shall, on payment of the legal recording fee, record each affidavit
49354935 filed under this chapter. The small estates book must contain an
49364936 accurate index that shows the decedent's name and references to any
49374937 land involved. (Tex. Prob. Code, Sec. 137(d).)
49384938 Sec. 205.006. TITLE TO HOMESTEAD TRANSFERRED UNDER
49394939 AFFIDAVIT. (a) If a decedent's homestead is the only real property
49404940 in the decedent's estate, title to the homestead may be transferred
49414941 under an affidavit that meets the requirements of this chapter. The
49424942 affidavit used to transfer title to the homestead must be recorded
49434943 in the deed records of a county in which the homestead is located.
49444944 (b) A bona fide purchaser for value may rely on an affidavit
49454945 recorded under this section. A bona fide purchaser for value
49464946 without actual or constructive notice of an heir who is not
49474947 disclosed in the recorded affidavit acquires title to a homestead
49484948 free of the interests of the undisclosed heir, but remains subject
49494949 to any claim a creditor of the decedent has by law. A purchaser has
49504950 constructive notice of an heir who is not disclosed in the recorded
49514951 affidavit if an affidavit, judgment of heirship, or title
49524952 transaction in the chain of title in the deed records identifies
49534953 that heir as the decedent's heir.
49544954 (c) An heir who is not disclosed in an affidavit recorded
49554955 under this section may recover from an heir who receives
49564956 consideration from a purchaser in a transfer for value of title to a
49574957 homestead passing under the affidavit. (Tex. Prob. Code, Sec.
49584958 137(c).)
49594959 Sec. 205.007. LIABILITY OF CERTAIN PERSONS. (a) A person
49604960 making a payment, delivery, transfer, or issuance under an
49614961 affidavit described by this chapter is released to the same extent
49624962 as if made to a personal representative of the decedent. The person
49634963 may not be required to:
49644964 (1) see to the application of the affidavit; or
49654965 (2) inquire into the truth of any statement in the
49664966 affidavit.
49674967 (b) The distributees to whom payment, delivery, transfer,
49684968 or issuance is made are:
49694969 (1) answerable for the payment, delivery, transfer, or
49704970 issuance to any person having a prior right; and
49714971 (2) accountable to any personal representative
49724972 appointed after the payment, delivery, transfer, or issuance.
49734973 (c) Each person who executed the affidavit is liable for any
49744974 damage or loss to any person that arises from a payment, delivery,
49754975 transfer, or issuance made in reliance on the affidavit.
49764976 (d) If a person to whom the affidavit is delivered refuses
49774977 to pay, deliver, transfer, or issue property as provided by this
49784978 section, the property may be recovered in an action brought for that
49794979 purpose by or on behalf of the distributees entitled to the property
49804980 on proof of the facts required to be stated in the affidavit. (Tex.
49814981 Prob. Code, Sec. 138.)
49824982 Sec. 205.008. EFFECT OF CHAPTER. (a) This chapter does not
49834983 affect the disposition of property under a will or other
49844984 testamentary document.
49854985 (b) Except as provided by Section 205.006, this chapter does
49864986 not transfer title to real property. (Tex. Prob. Code, Sec.
49874987 137(b).)
49884988 [Chapters 206-250 reserved for expansion]
49894989 SUBTITLE F. WILLS
49904990 CHAPTER 251. FUNDAMENTAL REQUIREMENTS AND PROVISIONS RELATING TO WILLS
49914991 WILLS
49924992 SUBCHAPTER A. WILL FORMATION
49934993 Sec. 251.001. WHO MAY EXECUTE WILL
49944994 Sec. 251.002. INTERESTS THAT MAY PASS BY WILL;
49954995 DISINHERITANCE
49964996 [Sections 251.003-251.050 reserved for expansion]
49974997 SUBCHAPTER B. WILL REQUIREMENTS
49984998 Sec. 251.051. WRITTEN, SIGNED, AND ATTESTED
49994999 Sec. 251.052. EXCEPTION FOR HOLOGRAPHIC WILLS
50005000 [Sections 251.053-251.100 reserved for expansion]
50015001 SUBCHAPTER C. SELF-PROVED WILLS
50025002 Sec. 251.101. SELF-PROVED WILL
50035003 Sec. 251.102. PROBATE AND TREATMENT OF SELF-PROVED
50045004 WILL
50055005 Sec. 251.103. PERIOD FOR MAKING ATTESTED WILLS
50065006 SELF-PROVED
50075007 Sec. 251.104. REQUIREMENTS FOR SELF-PROVING AFFIDAVIT
50085008 Sec. 251.105. EFFECT OF SIGNATURE ON SELF-PROVING
50095009 AFFIDAVIT
50105010 Sec. 251.106. CONTEST, REVOCATION, OR AMENDMENT OF
50115011 SELF-PROVED WILL
50125012 Sec. 251.107. SELF-PROVED HOLOGRAPHIC WILL
50135013 CHAPTER 251. FUNDAMENTAL REQUIREMENTS AND PROVISIONS RELATING TO
50145014 WILLS
50155015 SUBCHAPTER A. WILL FORMATION
50165016 Sec. 251.001. WHO MAY EXECUTE WILL. Under the rules and
50175017 limitations prescribed by law, a person of sound mind has the right
50185018 and power to make a last will and testament if, at the time the will
50195019 is made, the person:
50205020 (1) is 18 years of age or older;
50215021 (2) is or has been married; or
50225022 (3) is a member of the armed forces of the United
50235023 States, an auxiliary of the armed forces of the United States, or
50245024 the United States Maritime Service. (Tex. Prob. Code, Sec. 57.)
50255025 Sec. 251.002. INTERESTS THAT MAY PASS BY WILL;
50265026 DISINHERITANCE. (a) Subject to limitations prescribed by law, a
50275027 person competent to make a last will and testament may devise under
50285028 the will and testament all the estate, right, title, and interest in
50295029 property the person has at the time of the person's death.
50305030 (b) A person who makes a last will and testament may:
50315031 (1) disinherit an heir; and
50325032 (2) direct the disposition of property or an interest
50335033 passing under the will or by intestacy. (Tex. Prob. Code, Secs.
50345034 58(a), (b).)
50355035 [Sections 251.003-251.050 reserved for expansion]
50365036 SUBCHAPTER B. WILL REQUIREMENTS
50375037 Sec. 251.051. WRITTEN, SIGNED, AND ATTESTED. Except as
50385038 otherwise provided by law, a last will and testament must be:
50395039 (1) in writing;
50405040 (2) signed by:
50415041 (A) the testator in person; or
50425042 (B) another person on behalf of the testator:
50435043 (i) in the testator's presence; and
50445044 (ii) under the testator's direction; and
50455045 (3) attested by two or more credible witnesses who are
50465046 at least 14 years of age and who subscribe their names to the will in
50475047 their own handwriting in the testator's presence. (Tex. Prob.
50485048 Code, Sec. 59(a) (part).)
50495049 Sec. 251.052. EXCEPTION FOR HOLOGRAPHIC WILLS.
50505050 Notwithstanding Section 251.051, a will written wholly in the
50515051 testator's handwriting is not required to be attested by
50525052 subscribing witnesses. (Tex. Prob. Code, Secs. 59(a) (part), 60
50535053 (part).)
50545054 [Sections 251.053-251.100 reserved for expansion]
50555055 SUBCHAPTER C. SELF-PROVED WILLS
50565056 Sec. 251.101. SELF-PROVED WILL. A will to which a
50575057 self-proving affidavit subscribed and sworn to by the testator and
50585058 witnesses is attached or annexed is a self-proved will. (Tex. Prob.
50595059 Code, Sec. 59(b) (part).)
50605060 Sec. 251.102. PROBATE AND TREATMENT OF SELF-PROVED WILL.
50615061 (a) A self-proved will may be admitted to probate without the
50625062 testimony of any subscribing witnesses if the testator and
50635063 witnesses execute a self-proving affidavit.
50645064 (b) A self-proved will may not otherwise be treated
50655065 differently than a will that is not self-proved. (Tex. Prob. Code,
50665066 Secs. 59(a) (part), (c) (part).)
50675067 Sec. 251.103. PERIOD FOR MAKING ATTESTED WILLS SELF-PROVED.
50685068 A will or testament that meets the requirements of Section 251.051
50695069 may be made self-proved at:
50705070 (1) the time of the execution of the will or testament;
50715071 or
50725072 (2) a later date during the lifetime of the testator
50735073 and the witnesses. (Tex. Prob. Code, Sec. 59(a) (part).)
50745074 Sec. 251.104. REQUIREMENTS FOR SELF-PROVING AFFIDAVIT. (a)
50755075 An affidavit that is in form and content substantially as provided
50765076 by Subsection (e) is a self-proving affidavit.
50775077 (b) A self-proving affidavit must be made by the testator
50785078 and by the attesting witnesses before an officer authorized to
50795079 administer oaths under the laws of this state. The officer shall
50805080 affix the officer's official seal to the self-proving affidavit.
50815081 (c) The self-proving affidavit shall be attached or annexed
50825082 to the will or testament.
50835083 (d) An affidavit that is in substantial compliance with the
50845084 form of the affidavit provided by Subsection (e), that is
50855085 subscribed and acknowledged by the testator, and that is
50865086 subscribed and sworn to by the attesting witnesses is sufficient to
50875087 self-prove the will. No other affidavit or certificate of a
50885088 testator is required to self-prove a will or testament other than
50895089 the affidavit provided by Subsection (e).
50905090 (e) The form and content of the self-proving affidavit must
50915091 be substantially as follows:
50925092 THE STATE OF TEXAS
50935093 COUNTY OF ________________
50945094 Before me, the undersigned authority, on this day personally
50955095 appeared _______________, _______________, and _______________,
50965096 known to me to be the testator and the witnesses, respectively,
50975097 whose names are subscribed to the annexed or foregoing instrument
50985098 in their respective capacities, and, all of said persons being by me
50995099 duly sworn, the said _______________, testator, declared to me and
51005100 to the said witnesses in my presence that said instrument is
51015101 [his/her] last will and testament, and that [he/she] had willingly
51025102 made and executed it as [his/her] free act and deed; and the said
51035103 witnesses, each on [his/her] oath stated to me, in the presence and
51045104 hearing of the said testator, that the said testator had declared to
51055105 them that said instrument is [his/her] last will and testament, and
51065106 that [he/she] executed same as such and wanted each of them to sign
51075107 it as a witness; and upon their oaths each witness stated further
51085108 that they did sign the same as witnesses in the presence of the said
51095109 testator and at [his/her] request; that [he/she] was at that time
51105110 eighteen years of age or over (or being under such age, was or had
51115111 been lawfully married, or was then a member of the armed forces of
51125112 the United States, or an auxiliary of the armed forces of the United
51135113 States, or the United States Maritime Service) and was of sound
51145114 mind; and that each of said witnesses was then at least fourteen
51155115 years of age.
51165116 _______________
51175117 Testator
51185118 _______________
51195119 Witness
51205120 _______________
51215121 Witness
51225122 Subscribed and sworn to before me by the said ____________,
51235123 testator, and by the said ________________ and _______________,
51245124 witnesses, this ______ day of ________________ A.D.
51255125 ________________.
51265126 (SEAL)
51275127 (Signed) ______________________________
51285128 (Official Capacity of Officer)
51295129 (Tex. Prob. Code, Secs. 59(a) (part), (b) (part).)
51305130 Sec. 251.105. EFFECT OF SIGNATURE ON SELF-PROVING
51315131 AFFIDAVIT. A signature on a self-proving affidavit is considered a
51325132 signature to the will if necessary to prove that the will was signed
51335133 by the testator or witnesses or both, except that, in that case, the
51345134 will may not be considered a self-proved will. (Tex. Prob. Code,
51355135 Sec. 59(b) (part).)
51365136 Sec. 251.106. CONTEST, REVOCATION, OR AMENDMENT OF
51375137 SELF-PROVED WILL. A self-proved will may be contested, revoked, or
51385138 amended by a codicil in the same manner as a will that is not
51395139 self-proved. (Tex. Prob. Code, Sec. 59(c) (part).)
51405140 Sec. 251.107. SELF-PROVED HOLOGRAPHIC WILL.
51415141 Notwithstanding any other provision of this subchapter, a will
51425142 written wholly in the testator's handwriting may be made
51435143 self-proved at any time during the testator's lifetime by the
51445144 attachment or annexation to the will of an affidavit by the testator
51455145 to the effect that:
51465146 (1) the instrument is the testator's last will;
51475147 (2) the testator was 18 years of age or older at the
51485148 time the will was executed or, if the testator was younger than 18
51495149 years of age, that the testator:
51505150 (A) was or had been married; or
51515151 (B) was a member of the armed forces of the United
51525152 States, an auxiliary of the armed forces of the United States, or
51535153 the United States Maritime Service at the time the will was
51545154 executed;
51555155 (3) the testator was of sound mind; and
51565156 (4) the testator has not revoked the will. (Tex. Prob.
51575157 Code, Sec. 60 (part).)
51585158 CHAPTER 252. SAFEKEEPING AND CUSTODY OF WILLS
51595159 SUBCHAPTER A. DEPOSIT OF WILL WITH COUNTY CLERK
51605160 Sec. 252.001. WILL DEPOSIT; CERTIFICATE
51615161 Sec. 252.002. SEALED WRAPPER REQUIRED
51625162 Sec. 252.003. NUMBERING OF FILED WILLS AND
51635163 CORRESPONDING CERTIFICATES
51645164 Sec. 252.004. INDEX
51655165 [Sections 252.005-252.050 reserved for expansion]
51665166 SUBCHAPTER B. WILL DELIVERY DURING LIFE OF TESTATOR
51675167 Sec. 252.051. WILL DELIVERY
51685168 Sec. 252.052. SURRENDER OF CERTIFICATE OF DEPOSIT;
51695169 EXCEPTION
51705170 [Sections 252.053-252.100 reserved for expansion]
51715171 SUBCHAPTER C. ACTIONS BY COUNTY CLERK ON DEATH OF TESTATOR
51725172 Sec. 252.101. NOTIFICATION BY COUNTY CLERK
51735173 Sec. 252.102. WILL DELIVERY ON TESTATOR'S DEATH
51745174 Sec. 252.103. INSPECTION OF WILL BY COUNTY CLERK
51755175 Sec. 252.104. NOTICE AND DELIVERY OF WILL TO EXECUTOR
51765176 Sec. 252.105. NOTICE AND DELIVERY OF WILL TO DEVISEES
51775177 [Sections 252.106-252.150 reserved for expansion]
51785178 SUBCHAPTER D. LEGAL EFFECT OF WILL DEPOSIT
51795179 Sec. 252.151. DEPOSIT HAS NO LEGAL SIGNIFICANCE
51805180 Sec. 252.152. PRIOR DEPOSITED WILL IN RELATION TO
51815181 LATER WILL
51825182 Sec. 252.153. WILL DEPOSIT DOES NOT CONSTITUTE NOTICE
51835183 [Sections 252.154-252.200 reserved for expansion]
51845184 SUBCHAPTER E. DUTY AND LIABILITY OF CUSTODIAN OF ESTATE PAPERS
51855185 Sec. 252.201. WILL DELIVERY
51865186 Sec. 252.202. PERSONAL SERVICE ON CUSTODIAN OF ESTATE
51875187 PAPERS
51885188 Sec. 252.203. ARREST; CONFINEMENT
51895189 Sec. 252.204. DAMAGES
51905190 CHAPTER 252. SAFEKEEPING AND CUSTODY OF WILLS
51915191 SUBCHAPTER A. DEPOSIT OF WILL WITH COUNTY CLERK
51925192 Sec. 252.001. WILL DEPOSIT; CERTIFICATE. (a) A testator,
51935193 or another person for the testator, may deposit the testator's will
51945194 with the county clerk of the county of the testator's residence.
51955195 Before accepting the will for deposit, the clerk may require proof
51965196 satisfactory to the clerk concerning the testator's identity and
51975197 residence.
51985198 (b) The county clerk shall receive and keep the will on the
51995199 payment of a $5 fee.
52005200 (c) On the deposit of the will, the county clerk shall issue
52015201 a certificate of deposit for the will. (Tex. Prob. Code, Sec. 71(a)
52025202 (part).)
52035203 Sec. 252.002. SEALED WRAPPER REQUIRED. (a) A will intended
52045204 to be deposited with a county clerk shall be enclosed in a sealed
52055205 wrapper.
52065206 (b) The wrapper must be endorsed with:
52075207 (1) "Will of," followed by the name, address, and
52085208 signature of the testator; and
52095209 (2) the name and current address of each person who is
52105210 to be notified of the deposit of the will after the testator's
52115211 death. (Tex. Prob. Code, Sec. 71(b).)
52125212 Sec. 252.003. NUMBERING OF FILED WILLS AND CORRESPONDING
52135213 CERTIFICATES. (a) A county clerk shall number wills deposited with
52145214 the clerk in consecutive order.
52155215 (b) A certificate of deposit issued under Section
52165216 252.001(c) on receipt of a will must bear the same number as the
52175217 will for which the certificate is issued. (Tex. Prob. Code, Sec.
52185218 71(a) (part).)
52195219 Sec. 252.004. INDEX. A county clerk shall keep an index of
52205220 all wills deposited with the clerk under Section 252.001. (Tex.
52215221 Prob. Code, Sec. 71(c).)
52225222 [Sections 252.005-252.050 reserved for expansion]
52235223 SUBCHAPTER B. WILL DELIVERY DURING LIFE OF TESTATOR
52245224 Sec. 252.051. WILL DELIVERY. During the lifetime of the
52255225 testator, a will deposited with a county clerk under Subchapter A
52265226 may be delivered only to:
52275227 (1) the testator; or
52285228 (2) another person authorized by the testator by a
52295229 sworn written order. (Tex. Prob. Code, Sec. 71(d) (part).)
52305230 Sec. 252.052. SURRENDER OF CERTIFICATE OF DEPOSIT;
52315231 EXCEPTION. (a) Except as provided by Subsection (b), on delivery
52325232 of a will to the testator or a person authorized by the testator
52335233 under Section 252.051, the certificate of deposit issued for the
52345234 will must be surrendered by the person to whom delivery of the will
52355235 is made.
52365236 (b) A county clerk may instead accept and file an affidavit
52375237 by the testator stating that the certificate of deposit issued for
52385238 the will has been lost, stolen, or destroyed. (Tex. Prob. Code,
52395239 Sec. 71(d) (part).)
52405240 [Sections 252.053-252.100 reserved for expansion]
52415241 SUBCHAPTER C. ACTIONS BY COUNTY CLERK ON DEATH OF TESTATOR
52425242 Sec. 252.101. NOTIFICATION BY COUNTY CLERK. A county clerk
52435243 shall notify, by registered mail, return receipt requested, each
52445244 person named on the endorsement of the will wrapper that the will is
52455245 on deposit in the clerk's office if:
52465246 (1) an affidavit is submitted to the clerk stating
52475247 that the testator has died; or
52485248 (2) the clerk receives other notice or proof of the
52495249 testator's death sufficient to convince the clerk that the testator
52505250 has died. (Tex. Prob. Code, Sec. 71(e) (part).)
52515251 Sec. 252.102. WILL DELIVERY ON TESTATOR'S DEATH. On the
52525252 request of one or more persons notified under Section 252.101, the
52535253 county clerk shall deliver the will that is the subject of the
52545254 notice to the person or persons. The clerk shall obtain a receipt
52555255 for delivery of the will. (Tex. Prob. Code, Sec. 71(e) (part).)
52565256 Sec. 252.103. INSPECTION OF WILL BY COUNTY CLERK. A county
52575257 clerk shall open a will wrapper and inspect the will if:
52585258 (1) the notice required by Section 252.101 is returned
52595259 as undelivered; or
52605260 (2) the clerk has accepted for deposit a will that does
52615261 not specify on the will wrapper the person to whom the will is to be
52625262 delivered on the testator's death. (Tex. Prob. Code, Sec. 71(e)
52635263 (part).)
52645264 Sec. 252.104. NOTICE AND DELIVERY OF WILL TO EXECUTOR. If a
52655265 county clerk inspects a will under Section 252.103 and the will
52665266 names an executor, the clerk shall:
52675267 (1) notify the person named as executor, by registered
52685268 mail, return receipt requested, that the will is on deposit with the
52695269 clerk; and
52705270 (2) deliver, on request, the will to the person named
52715271 as executor. (Tex. Prob. Code, Sec. 71(e) (part).)
52725272 Sec. 252.105. NOTICE AND DELIVERY OF WILL TO DEVISEES. (a)
52735273 If a county clerk inspects a will under Section 252.103, the clerk
52745274 shall notify by registered mail, return receipt requested, the
52755275 devisees named in the will that the will is on deposit with the
52765276 clerk if:
52775277 (1) the will does not name an executor;
52785278 (2) the person named as executor in the will:
52795279 (A) has died; or
52805280 (B) fails to take the will before the 31st day
52815281 after the date the notice required by Section 252.104 is mailed to
52825282 the person; or
52835283 (3) the notice mailed to the person named as executor
52845284 is returned as undelivered.
52855285 (b) On request, the county clerk shall deliver the will to
52865286 any or all of the devisees notified under Subsection (a). (Tex.
52875287 Prob. Code, Sec. 71(e) (part).)
52885288 [Sections 252.106-252.150 reserved for expansion]
52895289 SUBCHAPTER D. LEGAL EFFECT OF WILL DEPOSIT
52905290 Sec. 252.151. DEPOSIT HAS NO LEGAL SIGNIFICANCE. The
52915291 provisions of Subchapter A providing for the deposit of a will with
52925292 a county clerk during the lifetime of a testator are solely for the
52935293 purpose of providing a safe and convenient repository for a will.
52945294 For purposes of probate, a will deposited as provided by Subchapter
52955295 A may not be treated differently than a will that has not been
52965296 deposited. (Tex. Prob. Code, Sec. 71(f) (part).)
52975297 Sec. 252.152. PRIOR DEPOSITED WILL IN RELATION TO LATER
52985298 WILL. A will that is not deposited as provided by Subchapter A
52995299 shall be admitted to probate on proof that the will is the last will
53005300 and testament of the testator, notwithstanding the fact that the
53015301 testator has a prior will that has been deposited in accordance with
53025302 Subchapter A. (Tex. Prob. Code, Sec. 71(f) (part).)
53035303 Sec. 252.153. WILL DEPOSIT DOES NOT CONSTITUTE NOTICE. The
53045304 deposit of a will as provided by Subchapter A does not constitute
53055305 notice, constructive or otherwise, to any person as to the
53065306 existence or the contents of the will. (Tex. Prob. Code, Sec.
53075307 71(g).)
53085308 [Sections 252.154-252.200 reserved for expansion]
53095309 SUBCHAPTER E. DUTY AND LIABILITY OF CUSTODIAN OF ESTATE PAPERS
53105310 Sec. 252.201. WILL DELIVERY. On receiving notice of a
53115311 testator's death, the person who has custody of the testator's will
53125312 shall deliver the will to the clerk of the court that has
53135313 jurisdiction of the testator's estate. (Tex. Prob. Code, Sec. 75
53145314 (part).)
53155315 Sec. 252.202. PERSONAL SERVICE ON CUSTODIAN OF ESTATE
53165316 PAPERS. On a sworn written complaint that a person has custody of
53175317 the last will of a testator or any papers belonging to the estate of
53185318 a testator or intestate, the judge of the court that has
53195319 jurisdiction of the estate shall have the person cited by personal
53205320 service to appear and show cause why the person should not deliver:
53215321 (1) the will to the court for probate; or
53225322 (2) the papers to the executor or administrator.
53235323 (Tex. Prob. Code, Sec. 75 (part).)
53245324 Sec. 252.203. ARREST; CONFINEMENT. On the return of a
53255325 citation served under Section 252.202, if the judge is satisfied
53265326 that the person served with the citation had custody of the will or
53275327 papers at the time the complaint under that section was filed and
53285328 the person does not deliver the will or papers or show good cause
53295329 why the will or papers have not been delivered, the judge may have
53305330 the person arrested and confined until the person delivers the will
53315331 or papers. (Tex. Prob. Code, Sec. 75 (part).)
53325332 Sec. 252.204. DAMAGES. (a) A person who refuses to deliver
53335333 a will or papers described by Section 252.202 is liable to any
53345334 person aggrieved by the refusal for all damages sustained as a
53355335 result of the refusal.
53365336 (b) Damages may be recovered under this section in any court
53375337 of competent jurisdiction. (Tex. Prob. Code, Sec. 75 (part).)
53385338 CHAPTER 253. CHANGE AND REVOCATION OF WILLS
53395339 Sec. 253.001. COURT MAY NOT PROHIBIT CHANGING A WILL
53405340 Sec. 253.002. REVOCATION OF WILL
53415341 CHAPTER 253. CHANGE AND REVOCATION OF WILLS
53425342 Sec. 253.001. COURT MAY NOT PROHIBIT CHANGING A WILL. (a)
53435343 Notwithstanding Section 22.007(a), in this section, "court" means a
53445344 constitutional county court, district court, or statutory county
53455345 court, including a statutory probate court.
53465346 (b) A court may not prohibit a person from executing a new
53475347 will or a codicil to an existing will. (Tex. Prob. Code, Sec. 69A.)
53485348 Sec. 253.002. REVOCATION OF WILL. A written will, or a
53495349 clause or devise in a written will, may not be revoked, except by a
53505350 subsequent will, codicil, or declaration in writing that is
53515351 executed with like formalities, or by the testator destroying or
53525352 canceling the same, or causing it to be destroyed or canceled in the
53535353 testator's presence. (Tex. Prob. Code, Sec. 63.)
53545354 CHAPTER 254. VALIDITY OF CERTAIN PROVISIONS IN, AND CONTRACTS RELATING TO, WILLS
53555355 RELATING TO, WILLS
53565356 Sec. 254.001. DEVISES TO TRUSTEES
53575357 Sec. 254.002. BEQUESTS TO CERTAIN SUBSCRIBING
53585358 WITNESSES
53595359 Sec. 254.003. DEVISES TO CERTAIN ATTORNEYS AND OTHER
53605360 PERSONS
53615361 Sec. 254.004. CONTRACTS CONCERNING WILLS OR DEVISES;
53625362 JOINT OR RECIPROCAL WILLS
53635363 CHAPTER 254. VALIDITY OF CERTAIN PROVISIONS IN, AND CONTRACTS
53645364 RELATING TO, WILLS
53655365 Sec. 254.001. DEVISES TO TRUSTEES. (a) A testator may
53665366 validly devise property in a will to the trustee of a trust
53675367 established or to be established:
53685368 (1) during the testator's lifetime by the testator,
53695369 the testator and another person, or another person, including a
53705370 funded or unfunded life insurance trust in which the settlor has
53715371 reserved any or all rights of ownership of the insurance contracts;
53725372 or
53735373 (2) at the testator's death by the testator's devise to
53745374 the trustee, regardless of the existence, size, or character of the
53755375 corpus of the trust, if:
53765376 (A) the trust is identified in the testator's
53775377 will; and
53785378 (B) the terms of the trust are in:
53795379 (i) a written instrument, other than a
53805380 will, executed before, with, or after the execution of the
53815381 testator's will; or
53825382 (ii) another person's will if that person
53835383 predeceased the testator.
53845384 (b) A devise under Subsection (a) is not invalid because the
53855385 trust:
53865386 (1) is amendable or revocable; or
53875387 (2) was amended after the execution of the will or the
53885388 testator's death.
53895389 (c) Unless the testator's will provides otherwise, property
53905390 devised to a trust described by Subsection (a) is not held under a
53915391 testamentary trust of the testator. The property:
53925392 (1) becomes part of the trust to which the property is
53935393 devised; and
53945394 (2) must be administered and disposed of according to
53955395 the provisions of the instrument establishing the trust, including
53965396 any amendment to the instrument made before or after the testator's
53975397 death.
53985398 (d) Unless the testator's will provides otherwise, a
53995399 revocation or termination of the trust before the testator's death
54005400 causes the devise to lapse. (Tex. Prob. Code, Sec. 58a.)
54015401 Sec. 254.002. BEQUESTS TO CERTAIN SUBSCRIBING WITNESSES.
54025402 (a) Except as provided by Subsection (c), if a devisee under a will
54035403 is also a subscribing witness to the will and the will cannot be
54045404 otherwise established:
54055405 (1) the bequest is void; and
54065406 (2) the subscribing witness shall be allowed and
54075407 compelled to appear and give the witness's testimony in the same
54085408 manner as if the bequest to the witness had not been made.
54095409 (b) Notwithstanding Subsection (a), if the subscribing
54105410 witness described by that subsection would have been entitled to a
54115411 share of the testator's estate had the testator died intestate, the
54125412 witness is entitled to as much of that share as does not exceed the
54135413 value of the bequest to the witness under the will.
54145414 (c) If the testimony of a subscribing witness described by
54155415 Subsection (a) proving the will is corroborated by at least one
54165416 disinterested and credible person who testifies that the
54175417 subscribing witness's testimony is true and correct:
54185418 (1) the bequest to the subscribing witness is not void
54195419 under Subsection (a); and
54205420 (2) the subscribing witness is not regarded as an
54215421 incompetent or noncredible witness under Subchapters B and C,
54225422 Chapter 251. (Tex. Prob. Code, Secs. 61, 62.)
54235423 Sec. 254.003. DEVISES TO CERTAIN ATTORNEYS AND OTHER
54245424 PERSONS. (a) A devise of property in a will is void if the devise
54255425 is made to:
54265426 (1) an attorney who prepares or supervises the
54275427 preparation of the will;
54285428 (2) a parent, descendant of a parent, or employee of
54295429 the attorney described by Subdivision (1); or
54305430 (3) the spouse of a person described by Subdivision
54315431 (1) or (2).
54325432 (b) This section does not apply to:
54335433 (1) a devise made to a person who:
54345434 (A) is the testator's spouse;
54355435 (B) is an ascendant or descendant of the
54365436 testator; or
54375437 (C) is related within the third degree by
54385438 consanguinity or affinity to the testator; or
54395439 (2) a bona fide purchaser for value from a devisee in a
54405440 will. (Tex. Prob. Code, Sec. 58b.)
54415441 Sec. 254.004. CONTRACTS CONCERNING WILLS OR DEVISES; JOINT
54425442 OR RECIPROCAL WILLS. (a) A contract executed or entered into on or
54435443 after September 1, 1979, to make a will or devise, or not to revoke a
54445444 will or devise, may be established only by:
54455445 (1) a written agreement that is binding and
54465446 enforceable; or
54475447 (2) a will stating:
54485448 (A) that a contract exists; and
54495449 (B) the material provisions of the contract.
54505450 (b) The execution of a joint will or reciprocal wills does
54515451 not constitute by itself sufficient evidence of the existence of a
54525452 contract. (Tex. Prob. Code, Sec. 59A.)
54535453 CHAPTER 255. CONSTRUCTION AND INTERPRETATION OF WILLS
54545454 SUBCHAPTER A. CERTAIN PERSONAL PROPERTY EXCLUDED FROM DEVISE OR LEGACY
54555455 LEGACY
54565456 Sec. 255.001. DEFINITIONS
54575457 Sec. 255.002. CERTAIN PERSONAL PROPERTY EXCLUDED FROM
54585458 DEVISE OF REAL PROPERTY
54595459 Sec. 255.003. CONTENTS EXCLUDED FROM LEGACY OF
54605460 PERSONAL PROPERTY
54615461 [Sections 255.004-255.050 reserved for expansion]
54625462 SUBCHAPTER B. SUCCESSION BY PRETERMITTED CHILD
54635463 Sec. 255.051. DEFINITION
54645464 Sec. 255.052. APPLICABILITY AND CONSTRUCTION
54655465 Sec. 255.053. SUCCESSION BY PRETERMITTED CHILD IF
54665466 EXECUTION
54675467 Sec. 255.054. SUCCESSION BY PRETERMITTED CHILD IF
54685468 EXECUTION
54695469 Sec. 255.055. RATABLE RECOVERY BY PRETERMITTED CHILD
54705470 BENEFICIARIES
54715471 [Sections 255.056-255.100 reserved for expansion]
54725472 SUBCHAPTER C. LIFETIME GIFTS AS SATISFACTION OF DEVISE
54735473 Sec. 255.101. CERTAIN LIFETIME GIFTS CONSIDERED
54745474 SATISFACTION OF DEVISE
54755475 Sec. 255.102. VALUATION OF PROPERTY
54765476 [Sections 255.103-255.150 reserved for expansion]
54775477 SUBCHAPTER D. FAILURE OF DEVISE; DISPOSITION OF PROPERTY TO DEVISEE WHO PREDECEASES TESTATOR
54785478 DEVISEE WHO PREDECEASES TESTATOR
54795479 Sec. 255.151. APPLICABILITY OF SUBCHAPTER
54805480 Sec. 255.152. FAILURE OF DEVISE; EFFECT ON RESIDUARY
54815481 ESTATE
54825482 Sec. 255.153. DISPOSITION OF PROPERTY TO CERTAIN
54835483 DEVISEES WHO PREDECEASE TESTATOR
54845484 Sec. 255.154. DEVISEE UNDER CLASS GIFT
54855485 [Sections 255.155-255.200 reserved for expansion]
54865486 SUBCHAPTER E. WILL PROVISION FOR MANAGEMENT OF SEPARATE PROPERTY BY SURVIVING SPOUSE
54875487 BY SURVIVING SPOUSE
54885488 Sec. 255.201. MANAGEMENT OF SEPARATE PROPERTY BY
54895489 SURVIVING SPOUSE
54905490 [Sections 255.202-255.250 reserved for expansion]
54915491 SUBCHAPTER F. DEVISE OF SECURITIES
54925492 Sec. 255.251. DEFINITIONS
54935493 Sec. 255.252. INCREASE IN SECURITIES; ACCESSIONS
54945494 Sec. 255.253. CASH DISTRIBUTION NOT INCLUDED IN DEVISE
54955495 [Sections 255.254-255.300 reserved for expansion]
54965496 SUBCHAPTER G. EXONERATION OF DEBTS SECURED BY SPECIFIC DEVISES
54975497 Sec. 255.301. NO RIGHT TO EXONERATION OF DEBTS
54985498 Sec. 255.302. EXCEPTION
54995499 Sec. 255.303. RIGHTS OF CERTAIN CREDITORS AND OTHER
55005500 PERSONS
55015501 [Sections 255.304-255.350 reserved for expansion]
55025502 SUBCHAPTER H. EXERCISE OF POWER OF APPOINTMENT THROUGH WILL
55035503 Sec. 255.351. EXERCISE OF POWER OF APPOINTMENT THROUGH
55045504 WILL
55055505 CHAPTER 255. CONSTRUCTION AND INTERPRETATION OF WILLS
55065506 SUBCHAPTER A. CERTAIN PERSONAL PROPERTY EXCLUDED FROM DEVISE OR
55075507 LEGACY
55085508 Sec. 255.001. DEFINITIONS. In this subchapter:
55095509 (1) "Contents" means tangible personal property,
55105510 other than titled personal property, found inside of or on a
55115511 specifically devised item. The term includes clothing, pictures,
55125512 furniture, coin collections, and other items of tangible personal
55135513 property that:
55145514 (A) do not require a formal transfer of title;
55155515 and
55165516 (B) are located in another item of tangible
55175517 personal property such as a cedar chest or other furniture.
55185518 (2) "Titled personal property" includes all tangible
55195519 personal property represented by a certificate of title,
55205520 certificate of ownership, written label, marking, or designation
55215521 that signifies ownership by a person. The term includes a motor
55225522 vehicle, motor home, motorboat, or other similar property that
55235523 requires a formal transfer of title. (Tex. Prob. Code, Sec. 58(d).)
55245524 Sec. 255.002. CERTAIN PERSONAL PROPERTY EXCLUDED FROM
55255525 DEVISE OF REAL PROPERTY. A devise of real property does not include
55265526 any personal property located on, or associated with, the real
55275527 property or any contents of personal property located on the real
55285528 property unless the will directs that the personal property or
55295529 contents are included in the devise. (Tex. Prob. Code, Sec. 58(c)
55305530 (part).)
55315531 Sec. 255.003. CONTENTS EXCLUDED FROM LEGACY OF PERSONAL
55325532 PROPERTY. A legacy of personal property does not include any
55335533 contents of the property unless the will directs that the contents
55345534 are included in the legacy. (Tex. Prob. Code, Sec. 58(c) (part).)
55355535 [Sections 255.004-255.050 reserved for expansion]
55365536 SUBCHAPTER B. SUCCESSION BY PRETERMITTED CHILD
55375537 Sec. 255.051. DEFINITION. In this subchapter,
55385538 "pretermitted child" means a testator's child who is born or
55395539 adopted:
55405540 (1) during the testator's lifetime or after the
55415541 testator's death; and
55425542 (2) after the execution of the testator's will. (Tex.
55435543 Prob. Code, Sec. 67(c).)
55445544 Sec. 255.052. APPLICABILITY AND CONSTRUCTION. (a)
55455545 Sections 255.053 and 255.054 apply only to a pretermitted child who
55465546 is not:
55475547 (1) mentioned in the testator's will;
55485548 (2) provided for in the testator's will; or
55495549 (3) otherwise provided for by the testator.
55505550 (b) For purposes of this subchapter, a child is provided for
55515551 or a provision is made for a child if a disposition of property to or
55525552 for the benefit of the pretermitted child, whether vested or
55535553 contingent, is made:
55545554 (1) in the testator's will, including a devise to a
55555555 trustee under Section 254.001; or
55565556 (2) outside the testator's will and is intended to take
55575557 effect at the testator's death. (Tex. Prob. Code, Secs. 67(a)
55585558 (part), (d).)
55595559 Sec. 255.053. SUCCESSION BY PRETERMITTED CHILD IF TESTATOR
55605560 HAS LIVING CHILD AT WILL'S EXECUTION. (a) If no provision is made
55615561 in the testator's last will for any child of the testator who is
55625562 living when the testator executes the will, a pretermitted child
55635563 succeeds to the portion of the testator's separate and community
55645564 estate, other than any portion of the estate devised to the
55655565 pretermitted child's other parent, to which the pretermitted child
55665566 would have been entitled under Section 201.001 if the testator had
55675567 died intestate without a surviving spouse.
55685568 (b) If a provision, whether vested or contingent, is made in
55695569 the testator's last will for one or more children of the testator
55705570 who are living when the testator executes the will, a pretermitted
55715571 child is entitled only to a portion of the disposition made to
55725572 children under the will that is equal to the portion the child would
55735573 have received if the testator had:
55745574 (1) included all of the testator's pretermitted
55755575 children with the children on whom benefits were conferred under
55765576 the will; and
55775577 (2) given an equal share of those benefits to each
55785578 child.
55795579 (c) To the extent feasible, the interest in the testator's
55805580 estate to which the pretermitted child is entitled under Subsection
55815581 (b) must be of the same character, whether an equitable or legal
55825582 life estate or in fee, as the interest that the testator conferred
55835583 on the testator's children under the will. (Tex. Prob. Code, Sec.
55845584 67(a)(1).)
55855585 Sec. 255.054. SUCCESSION BY PRETERMITTED CHILD IF TESTATOR
55865586 HAS NO LIVING CHILD AT WILL'S EXECUTION. If a testator has no child
55875587 living when the testator executes the testator's last will, a
55885588 pretermitted child succeeds to the portion of the testator's
55895589 separate and community estate, other than any portion of the estate
55905590 devised to the pretermitted child's other parent, to which the
55915591 pretermitted child would have been entitled under Section 201.001
55925592 if the testator had died intestate without a surviving spouse.
55935593 (Tex. Prob. Code, Sec. 67(a)(2).)
55945594 Sec. 255.055. RATABLE RECOVERY BY PRETERMITTED CHILD FROM
55955595 PORTIONS PASSING TO OTHER BENEFICIARIES. (a) A pretermitted child
55965596 may recover the share of the testator's estate to which the child is
55975597 entitled from the testator's other children under Section
55985598 255.053(b) or from the testamentary beneficiaries under Sections
55995599 255.053(a) and 255.054, other than the pretermitted child's other
56005600 parent, ratably, out of the portions of the estate passing to those
56015601 persons under the will.
56025602 (b) In abating the interests of the beneficiaries described
56035603 by Subsection (a), the character of the testamentary plan adopted
56045604 by the testator must be preserved to the maximum extent possible.
56055605 (Tex. Prob. Code, Sec. 67(b).)
56065606 [Sections 255.056-255.100 reserved for expansion]
56075607 SUBCHAPTER C. LIFETIME GIFTS AS SATISFACTION OF DEVISE
56085608 Sec. 255.101. CERTAIN LIFETIME GIFTS CONSIDERED
56095609 SATISFACTION OF DEVISE. Property that a testator gives to a person
56105610 during the testator's lifetime is considered a satisfaction, either
56115611 wholly or partly, of a devise to the person if:
56125612 (1) the testator's will provides for deduction of the
56135613 lifetime gift from the devise;
56145614 (2) the testator declares in a contemporaneous writing
56155615 that the lifetime gift is to be deducted from, or is in satisfaction
56165616 of, the devise; or
56175617 (3) the devisee acknowledges in writing that the
56185618 lifetime gift is in satisfaction of the devise. (Tex. Prob. Code,
56195619 Sec. 37C(a).)
56205620 Sec. 255.102. VALUATION OF PROPERTY. Property given in
56215621 partial satisfaction of a devise shall be valued as of the earlier
56225622 of:
56235623 (1) the date the devisee acquires possession of or
56245624 enjoys the property; or
56255625 (2) the date of the testator's death. (Tex. Prob.
56265626 Code, Sec. 37C(b).)
56275627 [Sections 255.103-255.150 reserved for expansion]
56285628 SUBCHAPTER D. FAILURE OF DEVISE; DISPOSITION OF PROPERTY TO
56295629 DEVISEE WHO PREDECEASES TESTATOR
56305630 Sec. 255.151. APPLICABILITY OF SUBCHAPTER. This subchapter
56315631 applies unless the testator's last will and testament provides
56325632 otherwise. For example, a devise in the testator's will stating "to
56335633 my surviving children" or "to such of my children as shall survive
56345634 me" prevents the application of Sections 255.153 and 255.154.
56355635 (Tex. Prob. Code, Sec. 68(e).)
56365636 Sec. 255.152. FAILURE OF DEVISE; EFFECT ON RESIDUARY
56375637 ESTATE. (a) Except as provided by Sections 255.153 and 255.154, if
56385638 a devise, other than a residuary devise, fails for any reason, the
56395639 devise becomes a part of the residuary estate.
56405640 (b) Except as provided by Sections 255.153 and 255.154, if
56415641 the residuary estate is devised to two or more persons and the share
56425642 of one of the residuary devisees fails for any reason, that
56435643 residuary devisee's share passes to the other residuary devisees,
56445644 in proportion to the residuary devisee's interest in the residuary
56455645 estate.
56465646 (c) Except as provided by Sections 255.153 and 255.154, the
56475647 residuary estate passes as if the testator had died intestate if all
56485648 residuary devisees:
56495649 (1) are deceased at the time the testator's will is
56505650 executed;
56515651 (2) fail to survive the testator; or
56525652 (3) are treated as if the residuary devisees
56535653 predeceased the testator. (Tex. Prob. Code, Secs. 68(b), (c), (d).)
56545654 Sec. 255.153. DISPOSITION OF PROPERTY TO CERTAIN DEVISEES
56555655 WHO PREDECEASE TESTATOR. (a) If a devisee who is a descendant of
56565656 the testator or a descendant of a testator's parent is deceased at
56575657 the time the will is executed, fails to survive the testator, or is
56585658 treated as if the devisee predeceased the testator by Chapter 121 or
56595659 otherwise, the descendants of the devisee who survived the testator
56605660 by 120 hours take the devised property in place of the devisee.
56615661 (b) Devised property to which Subsection (a) applies shall
56625662 be divided into the number of shares equal to the total number of
56635663 surviving descendants in the nearest degree of kinship to the
56645664 devisee and deceased persons in the same degree of kinship to the
56655665 devisee whose descendants survived the testator. Each surviving
56665666 descendant in the nearest degree of kinship to the devisee receives
56675667 one share, and the share of each deceased person in the same degree
56685668 of kinship to the devisee whose descendants survived the testator
56695669 is divided among the descendants by representation. (Tex. Prob.
56705670 Code, Sec. 68(a) (part).)
56715671 Sec. 255.154. DEVISEE UNDER CLASS GIFT. For purposes of
56725672 this subchapter, a person who would have been a devisee under a
56735673 class gift if the person had survived the testator is treated as a
56745674 devisee unless the person died before the date the will was
56755675 executed. (Tex. Prob. Code, Sec. 68(a) (part).)
56765676 [Sections 255.155-255.200 reserved for expansion]
56775677 SUBCHAPTER E. WILL PROVISION FOR MANAGEMENT OF SEPARATE PROPERTY
56785678 BY SURVIVING SPOUSE
56795679 Sec. 255.201. MANAGEMENT OF SEPARATE PROPERTY BY SURVIVING
56805680 SPOUSE. (a) Subject to Subsection (b) and any other restrictions
56815681 imposed by the will, a spouse by last will and testament may give to
56825682 the survivor of the marriage the power to:
56835683 (1) keep the testator's separate property together
56845684 until each distributee becomes of legal age; and
56855685 (2) manage and control the separate property under the
56865686 provisions of law relating to community property.
56875687 (b) A child or distributee entitled to any portion of the
56885688 separate property described by Subsection (a) is entitled to
56895689 receive the child's or distributee's distributive portion of the
56905690 estate at any time after the child or distributee becomes of legal
56915691 age. (Tex. Prob. Code, Sec. 70.)
56925692 [Sections 255.202-255.250 reserved for expansion]
56935693 SUBCHAPTER F. DEVISE OF SECURITIES
56945694 Sec. 255.251. DEFINITIONS. In this subchapter:
56955695 (1) "Securities" has the meaning assigned by Section
56965696 4, The Securities Act (Article 581-4, Vernon's Texas Civil
56975697 Statutes).
56985698 (2) "Stock" means securities. (Tex. Prob. Code, Sec.
56995699 70A(c).)
57005700 Sec. 255.252. INCREASE IN SECURITIES; ACCESSIONS. Unless
57015701 the will of a testator clearly provides otherwise, a devise of
57025702 securities that are owned by the testator on the date the will is
57035703 executed includes the following additional securities subsequently
57045704 acquired by the testator as a result of the testator's ownership of
57055705 the devised securities:
57065706 (1) securities of the same organization acquired
57075707 because of an action initiated by the organization or any
57085708 successor, related, or acquiring organization, including stock
57095709 splits, stock dividends, and new issues of stock acquired in a
57105710 reorganization, redemption, or exchange, other than securities
57115711 acquired through the exercise of purchase options or through a plan
57125712 of reinvestment; and
57135713 (2) securities of another organization acquired as a
57145714 result of a merger, consolidation, reorganization, or other
57155715 distribution by the organization or any successor, related, or
57165716 acquiring organization, including stock splits, stock dividends,
57175717 and new issues of stock acquired in a reorganization, redemption,
57185718 or exchange, other than securities acquired through the exercise of
57195719 purchase options or through a plan of reinvestment. (Tex. Prob.
57205720 Code, Sec. 70A(a).)
57215721 Sec. 255.253. CASH DISTRIBUTION NOT INCLUDED IN DEVISE.
57225722 Unless the will of a testator clearly provides otherwise, a devise
57235723 of securities does not include a cash distribution relating to the
57245724 securities that accrues before the testator's death, regardless of
57255725 whether the distribution is paid before the testator's death.
57265726 (Tex. Prob. Code, Sec. 70A(b).)
57275727 [Sections 255.254-255.300 reserved for expansion]
57285728 SUBCHAPTER G. EXONERATION OF DEBTS SECURED BY SPECIFIC DEVISES
57295729 Sec. 255.301. NO RIGHT TO EXONERATION OF DEBTS. Except as
57305730 provided by Section 255.302, a specific devise passes to the
57315731 devisee subject to each debt secured by the property that exists on
57325732 the date of the testator's death, and the devisee is not entitled to
57335733 exoneration from the testator's estate for payment of the debt.
57345734 (Tex. Prob. Code, Sec. 71A(a).)
57355735 Sec. 255.302. EXCEPTION. A specific devise does not pass to
57365736 the devisee subject to a debt described by Section 255.301 if the
57375737 will in which the devise is made specifically states that the devise
57385738 passes without being subject to the debt. A general provision in
57395739 the will stating that debts are to be paid is not a specific
57405740 statement for purposes of this section. (Tex. Prob. Code, Sec.
57415741 71A(b).)
57425742 Sec. 255.303. RIGHTS OF CERTAIN CREDITORS AND OTHER
57435743 PERSONS. (a) Section 255.301 does not affect the rights of
57445744 creditors provided under this title or the rights of other persons
57455745 or entities provided under Chapters 102 and 353.
57465746 (b) A debt described by Section 255.301 that a creditor
57475747 elects to have allowed and approved as a matured secured claim shall
57485748 be paid in accordance with Sections 355.153(b), (c), (d), and (e).
57495749 (Tex. Prob. Code, Sec. 71A(c).)
57505750 [Sections 255.304-255.350 reserved for expansion]
57515751 SUBCHAPTER H. EXERCISE OF POWER OF APPOINTMENT THROUGH WILL
57525752 Sec. 255.351. EXERCISE OF POWER OF APPOINTMENT THROUGH
57535753 WILL. A testator may not exercise a power of appointment through a
57545754 residuary clause in the testator's will or through a will providing
57555755 for general disposition of all of the testator's property unless:
57565756 (1) the testator makes a specific reference to the
57575757 power in the will; or
57585758 (2) there is some other indication in writing that the
57595759 testator intended to include the property subject to the power in
57605760 the will. (Tex. Prob. Code, Sec. 58c.)
57615761 CHAPTER 256. PROBATE OF WILLS GENERALLY
57625762 SUBCHAPTER A. EFFECTIVENESS OF WILL; PERIOD FOR PROBATE
57635763 Sec. 256.001. WILL NOT EFFECTIVE UNTIL PROBATED
57645764 Sec. 256.002. PROBATE BEFORE DEATH VOID
57655765 Sec. 256.003. PERIOD FOR ADMITTING WILL TO PROBATE;
57665766 PROTECTION FOR CERTAIN PURCHASERS
57675767 [Sections 256.004-256.050 reserved for expansion]
57685768 SUBCHAPTER B. APPLICATION REQUIREMENTS
57695769 Sec. 256.051. ELIGIBLE APPLICANTS FOR PROBATE OF WILL
57705770 Sec. 256.052. CONTENTS OF APPLICATION FOR PROBATE OF
57715771 WRITTEN WILL GENERALLY
57725772 Sec. 256.053. FILING OF WRITTEN WILL WITH APPLICATION
57735773 FOR PROBATE GENERALLY REQUIRED
57745774 Sec. 256.054. ADDITIONAL APPLICATION REQUIREMENTS WHEN
57755775 NO WRITTEN WILL IS PRODUCED
57765776 [Sections 256.055-256.100 reserved for expansion]
57775777 SUBCHAPTER C. PROCEDURES FOR SECOND APPLICATION
57785778 Sec. 256.101. PROCEDURE ON FILING OF SECOND
57795779 HAS NOT BEEN HEARD
57805780 Sec. 256.102. PROCEDURE ON FILING OF SECOND
57815781 WILL HAS BEEN ADMITTED
57825782 Sec. 256.103. PROCEDURE WHEN APPLICATION FOR PROBATE
57835783 ADMINISTRATION HAVE BEEN GRANTED
57845784 [Sections 256.104-256.150 reserved for expansion]
57855785 SUBCHAPTER D. REQUIRED PROOF FOR PROBATE OF WILL
57865786 Sec. 256.151. GENERAL PROOF REQUIREMENTS
57875787 Sec. 256.152. ADDITIONAL PROOF REQUIRED FOR PROBATE OF
57885788 WILL
57895789 Sec. 256.153. AUTHORIZED METHODS OF PROVING ATTESTED
57905790 WRITTEN WILL
57915791 Sec. 256.154. AUTHORIZED METHODS OF PROVING
57925792 HOLOGRAPHIC WILL
57935793 Sec. 256.155. PROCEDURES FOR DEPOSITIONS WHEN NO
57945794 CONTEST IS FILED
57955795 Sec. 256.156. PROOF OF WRITTEN WILL NOT PRODUCED IN
57965796 COURT
57975797 Sec. 256.157. TESTIMONY REGARDING PROBATE TO BE
57985798 COMMITTED TO WRITING
57995799 [Sections 256.158-256.200 reserved for expansion]
58005800 SUBCHAPTER E. ADMISSION OF WILL TO, AND PROCEDURES FOLLOWING, PROBATE
58015801 PROBATE
58025802 Sec. 256.201. ADMISSION OF WILL TO PROBATE
58035803 Sec. 256.202. CUSTODY OF PROBATED WILL
58045804 Sec. 256.203. ESTABLISHING CONTENTS OF WILL NOT IN
58055805 COURT'S CUSTODY
58065806 Sec. 256.204. PERIOD FOR CONTEST
58075807 CHAPTER 256. PROBATE OF WILLS GENERALLY
58085808 SUBCHAPTER A. EFFECTIVENESS OF WILL; PERIOD FOR PROBATE
58095809 Sec. 256.001. WILL NOT EFFECTIVE UNTIL PROBATED. Except as
58105810 provided by Subtitle K with respect to foreign wills, a will is not
58115811 effective to prove title to, or the right to possession of, any
58125812 property disposed of by the will until the will is admitted to
58135813 probate. (Tex. Prob. Code, Sec. 94.)
58145814 Sec. 256.002. PROBATE BEFORE DEATH VOID. The probate of a
58155815 will of a living person is void. (Tex. Prob. Code, Sec. 72(a)
58165816 (part).)
58175817 Sec. 256.003. PERIOD FOR ADMITTING WILL TO PROBATE;
58185818 PROTECTION FOR CERTAIN PURCHASERS. (a) A will may not be admitted
58195819 to probate after the fourth anniversary of the testator's death
58205820 unless it is shown by proof that the applicant for the probate of
58215821 the will was not in default in failing to present the will for
58225822 probate on or before the fourth anniversary of the testator's
58235823 death.
58245824 (b) Letters testamentary may not be issued if a will is
58255825 admitted to probate after the fourth anniversary of the testator's
58265826 death.
58275827 (c) A person who for value, in good faith, and without
58285828 knowledge of the existence of a will purchases property from a
58295829 decedent's heirs after the fourth anniversary of the decedent's
58305830 death shall be held to have good title to the interest that the heir
58315831 or heirs would have had in the absence of a will, as against the
58325832 claim of any devisee under any will that is subsequently offered for
58335833 probate. (Tex. Prob. Code, Sec. 73.)
58345834 [Sections 256.004-256.050 reserved for expansion]
58355835 SUBCHAPTER B. APPLICATION REQUIREMENTS
58365836 Sec. 256.051. ELIGIBLE APPLICANTS FOR PROBATE OF WILL. (a)
58375837 An executor named in a will or an interested person may file an
58385838 application with the court for an order admitting a will to probate,
58395839 whether the will is:
58405840 (1) written or unwritten;
58415841 (2) in the applicant's possession or not;
58425842 (3) lost;
58435843 (4) destroyed; or
58445844 (5) outside of this state.
58455845 (b) An application for the probate of a will may be combined
58465846 with an application for the appointment of an executor or
58475847 administrator. A person interested in either the probate or the
58485848 appointment may apply for both. (Tex. Prob. Code, Sec. 76 (part).)
58495849 Sec. 256.052. CONTENTS OF APPLICATION FOR PROBATE OF
58505850 WRITTEN WILL GENERALLY. (a) An application for the probate of a
58515851 written will must state and aver the following to the extent each is
58525852 known to the applicant or can, with reasonable diligence, be
58535853 ascertained by the applicant:
58545854 (1) each applicant's name and domicile;
58555855 (2) the testator's name, domicile, and, if known, age,
58565856 on the date of the testator's death;
58575857 (3) the fact, time, and place of the testator's death;
58585858 (4) facts showing that the court with which the
58595859 application is filed has venue;
58605860 (5) that the testator owned property, including a
58615861 statement generally describing the property and the property's
58625862 probable value;
58635863 (6) the date of the will;
58645864 (7) the name and residence of:
58655865 (A) any executor named in the will or, if no
58665866 executor is named, of the person to whom the applicant desires that
58675867 letters be issued; and
58685868 (B) each subscribing witness to the will, if any;
58695869 (8) whether one or more children born to or adopted by
58705870 the testator after the testator executed the will survived the
58715871 testator and, if so, the name of each of those children;
58725872 (9) whether the testator was ever divorced and, if so,
58735873 when and from whom;
58745874 (10) whether the state, a governmental agency of the
58755875 state, or a charitable organization is named in the will as a
58765876 devisee; and
58775877 (11) that the executor named in the will, the
58785878 applicant, or another person to whom the applicant desires that
58795879 letters be issued is not disqualified by law from accepting the
58805880 letters.
58815881 (b) If an applicant does not state or aver any matter
58825882 required by Subsection (a) in the application, the application must
58835883 state the reason the matter is not stated and averred. (Tex. Prob.
58845884 Code, Sec. 81(a) (part).)
58855885 Sec. 256.053. FILING OF WRITTEN WILL WITH APPLICATION FOR
58865886 PROBATE GENERALLY REQUIRED. (a) An applicant for the probate of a
58875887 written will shall file the will with the application if the will is
58885888 in the applicant's control.
58895889 (b) A will filed under Subsection (a) must remain in the
58905890 custody of the county clerk unless removed from the clerk's custody
58915891 by a court order. (Tex. Prob. Code, Sec. 81(a) (part).)
58925892 Sec. 256.054. ADDITIONAL APPLICATION REQUIREMENTS WHEN NO
58935893 WRITTEN WILL IS PRODUCED. In addition to the requirements for an
58945894 application under Section 256.052, if an applicant for the probate
58955895 of a written will cannot produce the will in court, the application
58965896 must state:
58975897 (1) the reason the will cannot be produced;
58985898 (2) the contents of the will, as far as known; and
58995899 (3) the name, age, marital status, and address, if
59005900 known, and the relationship to the testator, if any, of:
59015901 (A) each devisee;
59025902 (B) each person who would inherit as an heir of
59035903 the testator in the absence of a valid will; and
59045904 (C) in the case of partial intestacy, each heir
59055905 of the testator. (Tex. Prob. Code, Sec. 81(b).)
59065906 [Sections 256.055-256.100 reserved for expansion]
59075907 SUBCHAPTER C. PROCEDURES FOR SECOND APPLICATION
59085908 Sec. 256.101. PROCEDURE ON FILING OF SECOND APPLICATION
59095909 WHEN ORIGINAL APPLICATION HAS NOT BEEN HEARD. If, after an
59105910 application for the probate of a decedent's will or the appointment
59115911 of a personal representative for the decedent's estate has been
59125912 filed but before the application is heard, an application is filed
59135913 for the probate of a will of the same decedent that has not
59145914 previously been presented for probate, the court shall:
59155915 (1) hear both applications together; and
59165916 (2) determine:
59175917 (A) if both applications are for the probate of a
59185918 will, which will should be admitted to probate, if either, or
59195919 whether the decedent died intestate; or
59205920 (B) if only one application is for the probate of
59215921 a will, whether the will should be admitted to probate or whether
59225922 the decedent died intestate. (Tex. Prob. Code, Sec. 83(a).)
59235923 Sec. 256.102. PROCEDURE ON FILING OF SECOND APPLICATION FOR
59245924 PROBATE AFTER FIRST WILL HAS BEEN ADMITTED. If, after a decedent's
59255925 will has been admitted to probate, an application is filed for the
59265926 probate of a will of the same decedent that has not previously been
59275927 presented for probate, the court shall determine:
59285928 (1) whether the former probate should be set aside;
59295929 and
59305930 (2) if the former probate is to be set aside, whether:
59315931 (A) the other will should be admitted to probate;
59325932 or
59335933 (B) the decedent died intestate. (Tex. Prob.
59345934 Code, Sec. 83(b).)
59355935 Sec. 256.103. PROCEDURE WHEN APPLICATION FOR PROBATE IS
59365936 FILED AFTER LETTERS OF ADMINISTRATION HAVE BEEN GRANTED. (a) A
59375937 lawful will of a decedent that is discovered after letters of
59385938 administration have been granted on the decedent's estate may be
59395939 proved in the manner provided for the proof of wills.
59405940 (b) The court shall allow an executor named in a will
59415941 described by Subsection (a) who is not disqualified to qualify and
59425942 accept as executor. The court shall revoke the previously granted
59435943 letters of administration.
59445944 (c) If an executor is not named in a will described by
59455945 Subsection (a), or if the executor named is disqualified or dead,
59465946 renounces the executorship, fails or is unable to accept and
59475947 qualify before the 21st day after the date of the probate of the
59485948 will, or fails to present the will for probate before the 31st day
59495949 after the discovery of the will, the court, as in other cases, shall
59505950 grant an administration with the will annexed of the testator's
59515951 estate.
59525952 (d) An act performed by the first administrator before the
59535953 executor described by Subsection (b) or the administrator with the
59545954 will annexed described by Subsection (c) qualifies is as valid as if
59555955 no will had been discovered. (Tex. Prob. Code, Sec. 83(c).)
59565956 [Sections 256.104-256.150 reserved for expansion]
59575957 SUBCHAPTER D. REQUIRED PROOF FOR PROBATE OF WILL
59585958 Sec. 256.151. GENERAL PROOF REQUIREMENTS. An applicant for
59595959 the probate of a will must prove to the court's satisfaction that:
59605960 (1) the testator is dead;
59615961 (2) four years have not elapsed since the date of the
59625962 testator's death and before the application;
59635963 (3) the court has jurisdiction and venue over the
59645964 estate;
59655965 (4) citation has been served and returned in the
59665966 manner and for the period required by this title; and
59675967 (5) the person for whom letters testamentary or of
59685968 administration are sought is entitled by law to the letters and is
59695969 not disqualified. (Tex. Prob. Code, Sec. 88(a) (part).)
59705970 Sec. 256.152. ADDITIONAL PROOF REQUIRED FOR PROBATE OF
59715971 WILL. (a) An applicant for the probate of a will must prove the
59725972 following to the court's satisfaction, in addition to the proof
59735973 required by Section 256.151, to obtain the probate:
59745974 (1) the testator did not revoke the will; and
59755975 (2) if the will is not self-proved as provided by this
59765976 title, the testator:
59775977 (A) executed the will with the formalities and
59785978 solemnities and under the circumstances required by law to make the
59795979 will valid; and
59805980 (B) at the time of executing the will, was of
59815981 sound mind and:
59825982 (i) was 18 years of age or older;
59835983 (ii) was or had been married; or
59845984 (iii) was a member of the armed forces of
59855985 the United States, an auxiliary of the armed forces of the United
59865986 States, or the United States Maritime Service.
59875987 (b) A will that is self-proved as provided by this title is
59885988 not required to have any additional proof that the will was executed
59895989 with the formalities and solemnities and under the circumstances
59905990 required to make the will valid. (Tex. Prob. Code, Secs. 84(a),
59915991 88(b).)
59925992 Sec. 256.153. AUTHORIZED METHODS OF PROVING ATTESTED
59935993 WRITTEN WILL. (a) An attested written will produced in court that
59945994 is not self-proved as provided by this title may be proved in the
59955995 manner provided by this section.
59965996 (b) A will described by Subsection (a) may be proved by the
59975997 sworn testimony or affidavit of one or more of the subscribing
59985998 witnesses to the will taken in open court.
59995999 (c) If all the witnesses to a will described by Subsection
60006000 (a) are nonresidents of the county or the witnesses who are
60016001 residents of the county are unable to attend court, the will may be
60026002 proved:
60036003 (1) by the sworn testimony of one or more of the
60046004 witnesses by written or oral deposition taken in the same manner and
60056005 under the same rules as depositions are taken in other civil
60066006 actions;
60076007 (2) if no opposition in writing to the will is filed on
60086008 or before the date set for the hearing on the will, by the sworn
60096009 testimony or affidavit of two witnesses taken in open court, or by
60106010 deposition as provided by Subdivision (1), to the signature or the
60116011 handwriting evidenced by the signature of:
60126012 (A) one or more of the attesting witnesses; or
60136013 (B) the testator, if the testator signed the
60146014 will; or
60156015 (3) if it is shown under oath to the court's
60166016 satisfaction that, after a diligent search was made, only one
60176017 witness can be found who can make the required proof, by the sworn
60186018 testimony or affidavit of that witness taken in open court, or by
60196019 deposition as provided by Subdivision (1), to a signature, or the
60206020 handwriting evidenced by a signature, described by Subdivision (2).
60216021 (d) If none of the witnesses to a will described by
60226022 Subsection (a) are living, or if each of the witnesses is a member
60236023 of the armed forces or the armed forces reserves of the United
60246024 States, an auxiliary of the armed forces or armed forces reserves,
60256025 or the United States Maritime Service and is beyond the court's
60266026 jurisdiction, the will may be proved:
60276027 (1) by two witnesses to the handwriting of one or both
60286028 of the subscribing witnesses to the will or the testator, if the
60296029 testator signed the will, by:
60306030 (A) sworn testimony or affidavit taken in open
60316031 court; or
60326032 (B) written or oral deposition taken in the same
60336033 manner and under the same rules as depositions are taken in other
60346034 civil actions; or
60356035 (2) if it is shown under oath to the court's
60366036 satisfaction that, after a diligent search was made, only one
60376037 witness can be found who can make the required proof, by the sworn
60386038 testimony or affidavit of that witness taken in open court, or by
60396039 deposition as provided by Subdivision (1), to a signature or the
60406040 handwriting described by Subdivision (1). (Tex. Prob. Code, Sec.
60416041 84(b).)
60426042 Sec. 256.154. AUTHORIZED METHODS OF PROVING HOLOGRAPHIC
60436043 WILL. A will wholly in the handwriting of the testator that is not
60446044 self-proved as provided by this title may be proved by two witnesses
60456045 to the testator's handwriting. The evidence may be by:
60466046 (1) sworn testimony or affidavit taken in open court;
60476047 or
60486048 (2) if the witnesses are nonresidents of the county or
60496049 are residents who are unable to attend court, written or oral
60506050 deposition taken in the same manner and under the same rules as
60516051 depositions are taken in other civil actions. (Tex. Prob. Code,
60526052 Sec. 84(c).)
60536053 Sec. 256.155. PROCEDURES FOR DEPOSITIONS WHEN NO CONTEST IS
60546054 FILED. (a) This section, rather than Sections 256.153(c) and (d)
60556055 and 256.154 regarding the taking of depositions under the same
60566056 rules as depositions in other civil actions, applies if no contest
60576057 has been filed with respect to an application for the probate of a
60586058 will.
60596059 (b) Depositions for the purpose of establishing a will may
60606060 be taken in the manner provided by Section 51.203 for the taking of
60616061 depositions when there is no opposing party or attorney of record on
60626062 whom notice and copies of interrogatories may be served. (Tex.
60636063 Prob. Code, Sec. 84(d).)
60646064 Sec. 256.156. PROOF OF WRITTEN WILL NOT PRODUCED IN COURT.
60656065 (a) A written will that cannot be produced in court must be proved
60666066 in the same manner as provided in Section 256.153 for an attested
60676067 written will or Section 256.154 for a holographic will, as
60686068 applicable. The same amount and character of testimony is required
60696069 to prove the written will not produced in court as is required to
60706070 prove a written will produced in court.
60716071 (b) In addition to the proof required by Subsection (a):
60726072 (1) the cause of the nonproduction of a written will
60736073 not produced in court must be proved, which must be sufficient to
60746074 satisfy the court that the will cannot by any reasonable diligence
60756075 be produced; and
60766076 (2) the contents of the will must be substantially
60776077 proved by the testimony of a credible witness who has read the will,
60786078 has heard the will read, or can identify a copy of the will. (Tex.
60796079 Prob. Code, Sec. 85.)
60806080 Sec. 256.157. TESTIMONY REGARDING PROBATE TO BE COMMITTED
60816081 TO WRITING. (a) Except as provided by Subsection (b), all
60826082 testimony taken in open court on the hearing of an application to
60836083 probate a will must be:
60846084 (1) committed to writing at the time the testimony is
60856085 taken;
60866086 (2) subscribed and sworn to in open court by the
60876087 witness; and
60886088 (3) filed by the clerk.
60896089 (b) In a contested case, the court, on the agreement of the
60906090 parties or, if there is no agreement, on the court's own motion, may
60916091 waive the requirements of Subsection (a). (Tex. Prob. Code, Sec.
60926092 87.)
60936093 [Sections 256.158-256.200 reserved for expansion]
60946094 SUBCHAPTER E. ADMISSION OF WILL TO, AND PROCEDURES FOLLOWING,
60956095 PROBATE
60966096 Sec. 256.201. ADMISSION OF WILL TO PROBATE. If the court is
60976097 satisfied on the completion of hearing an application for the
60986098 probate of a will that the will should be admitted to probate, the
60996099 court shall enter an order admitting the will to probate. Certified
61006100 copies of the will and the order admitting the will to probate, or
61016101 of the record of the will and order, and the record of testimony,
61026102 may be:
61036103 (1) recorded in other counties; and
61046104 (2) used in evidence, as the originals may be used, on
61056105 the trial of the same matter in any other court when taken to that
61066106 court by appeal or otherwise. (Tex. Prob. Code, Sec. 89.)
61076107 Sec. 256.202. CUSTODY OF PROBATED WILL. An original will
61086108 and the probate of the will shall be deposited in the office of the
61096109 county clerk of the county in which the will was probated. The will
61106110 and probate of the will shall remain in that office except during a
61116111 time the will and the probate of the will are removed for inspection
61126112 to another place on an order of the court where the will was
61136113 probated. If that court orders the original will to be removed to
61146114 another place for inspection:
61156115 (1) the person removing the will shall give a receipt
61166116 for the will; and
61176117 (2) the court clerk shall make and retain a copy of the
61186118 will. (Tex. Prob. Code, Sec. 90.)
61196119 Sec. 256.203. ESTABLISHING CONTENTS OF WILL NOT IN COURT'S
61206120 CUSTODY. If for any reason a written will is not in the court's
61216121 custody, the court shall find the contents of the will by written
61226122 order. Certified copies of the contents as established by the order
61236123 may be:
61246124 (1) recorded in other counties; and
61256125 (2) used in evidence, as certified copies of written
61266126 wills in the custody of the court may be used. (Tex. Prob. Code,
61276127 Sec. 91.)
61286128 Sec. 256.204. PERIOD FOR CONTEST. (a) After a will is
61296129 admitted to probate, an interested person may commence a suit to
61306130 contest the validity thereof not later than the second anniversary
61316131 of the date the will was admitted to probate, except that an
61326132 interested person may commence a suit to cancel a will for forgery
61336133 or other fraud not later than the second anniversary of the date the
61346134 forgery or fraud was discovered.
61356135 (b) Notwithstanding Subsection (a), an incapacitated person
61366136 may commence the contest under that subsection on or before the
61376137 second anniversary of the date the person's disabilities are
61386138 removed. (Tex. Prob. Code, Sec. 93.)
61396139 CHAPTER 257. PROBATE OF WILL AS MUNIMENT OF TITLE
61406140 SUBCHAPTER A. AUTHORIZATION
61416141 Sec. 257.001. PROBATE OF WILL AS MUNIMENT OF TITLE
61426142 AUTHORIZED
61436143 [Sections 257.002-257.050 reserved for expansion]
61446144 SUBCHAPTER B. APPLICATION AND PROOF REQUIREMENTS
61456145 Sec. 257.051. CONTENTS OF APPLICATION GENERALLY
61466146 Sec. 257.052. FILING OF WRITTEN WILL WITH APPLICATION
61476147 GENERALLY REQUIRED
61486148 Sec. 257.053. ADDITIONAL APPLICATION REQUIREMENTS WHEN
61496149 NO WRITTEN WILL IS PRODUCED
61506150 Sec. 257.054. PROOF REQUIRED
61516151 [Sections 257.055-257.100 reserved for expansion]
61526152 SUBCHAPTER C. ORDER ADMITTING WILL; REPORT
61536153 Sec. 257.101. DECLARATORY JUDGMENT CONSTRUING WILL
61546154 Sec. 257.102. AUTHORITY OF CERTAIN PERSONS ACTING IN
61556155 ACCORDANCE WITH ORDER
61566156 Sec. 257.103. REPORT BY APPLICANT AFTER PROBATE
61576157 CHAPTER 257. PROBATE OF WILL AS MUNIMENT OF TITLE
61586158 SUBCHAPTER A. AUTHORIZATION
61596159 Sec. 257.001. PROBATE OF WILL AS MUNIMENT OF TITLE
61606160 AUTHORIZED. A court may admit a will to probate as a muniment of
61616161 title if the court is satisfied that the will should be admitted to
61626162 probate and the court:
61636163 (1) is satisfied that the testator's estate does not
61646164 owe an unpaid debt, other than any debt secured by a lien on real
61656165 estate; or
61666166 (2) finds for another reason that there is no
61676167 necessity for administration of the estate. (Tex. Prob. Code, Sec.
61686168 89C(a).)
61696169 [Sections 257.002-257.050 reserved for expansion]
61706170 SUBCHAPTER B. APPLICATION AND PROOF REQUIREMENTS
61716171 Sec. 257.051. CONTENTS OF APPLICATION GENERALLY. (a) An
61726172 application for the probate of a will as a muniment of title must
61736173 state and aver the following to the extent each is known to the
61746174 applicant or can, with reasonable diligence, be ascertained by the
61756175 applicant:
61766176 (1) each applicant's name and domicile;
61776177 (2) the testator's name, domicile, and, if known, age,
61786178 on the date of the testator's death;
61796179 (3) the fact, time, and place of the testator's death;
61806180 (4) facts showing that the court with which the
61816181 application is filed has venue;
61826182 (5) that the testator owned property, including a
61836183 statement generally describing the property and the property's
61846184 probable value;
61856185 (6) the date of the will;
61866186 (7) the name and residence of:
61876187 (A) any executor named in the will; and
61886188 (B) each subscribing witness to the will, if any;
61896189 (8) whether one or more children born to or adopted by
61906190 the testator after the testator executed the will survived the
61916191 testator and, if so, the name of each of those children;
61926192 (9) that the testator's estate does not owe an unpaid
61936193 debt, other than any debt secured by a lien on real estate;
61946194 (10) whether the testator was ever divorced and, if
61956195 so, when and from whom; and
61966196 (11) whether the state, a governmental agency of the
61976197 state, or a charitable organization is named in the will as a
61986198 devisee.
61996199 (b) If an applicant does not state or aver any matter
62006200 required by Subsection (a) in the application, the application must
62016201 state the reason the matter is not stated and averred. (Tex. Prob.
62026202 Code, Sec. 89A(a) (part).)
62036203 Sec. 257.052. FILING OF WRITTEN WILL WITH APPLICATION
62046204 GENERALLY REQUIRED. (a) An applicant for the probate of a written
62056205 will as a muniment of title shall file the will with the application
62066206 if the will is in the applicant's control.
62076207 (b) A will filed under Subsection (a) must remain in the
62086208 custody of the county clerk unless removed from the clerk's custody
62096209 by court order. (Tex. Prob. Code, Sec. 89A(a) (part).)
62106210 Sec. 257.053. ADDITIONAL APPLICATION REQUIREMENTS WHEN NO
62116211 WRITTEN WILL IS PRODUCED. In addition to the requirements for an
62126212 application under Section 257.051, if an applicant for the probate
62136213 of a written will as a muniment of title cannot produce the will in
62146214 court, the application must state:
62156215 (1) the reason the will cannot be produced;
62166216 (2) the contents of the will, to the extent known; and
62176217 (3) the name, age, marital status, and address, if
62186218 known, and the relationship to the testator, if any, of:
62196219 (A) each devisee;
62206220 (B) each person who would inherit as an heir of
62216221 the testator in the absence of a valid will; and
62226222 (C) in the case of partial intestacy, each heir
62236223 of the testator. (Tex. Prob. Code, Sec. 89A(b).)
62246224 Sec. 257.054. PROOF REQUIRED. An applicant for the probate
62256225 of a will as a muniment of title must prove to the court's
62266226 satisfaction that:
62276227 (1) the testator is dead;
62286228 (2) four years have not elapsed since the date of the
62296229 testator's death and before the application;
62306230 (3) the court has jurisdiction and venue over the
62316231 estate;
62326232 (4) citation has been served and returned in the
62336233 manner and for the period required by this title;
62346234 (5) the testator's estate does not owe an unpaid debt,
62356235 other than any debt secured by a lien on real estate;
62366236 (6) the testator did not revoke the will; and
62376237 (7) if the will is not self-proved in the manner
62386238 provided by this title, the testator:
62396239 (A) executed the will with the formalities and
62406240 solemnities and under the circumstances required by law to make the
62416241 will valid; and
62426242 (B) at the time of executing the will was of sound
62436243 mind and:
62446244 (i) was 18 years of age or older;
62456245 (ii) was or had been married; or
62466246 (iii) was a member of the armed forces of
62476247 the United States, an auxiliary of the armed forces of the United
62486248 States, or the United States Maritime Service. (Tex. Prob. Code,
62496249 Sec. 89B.)
62506250 [Sections 257.055-257.100 reserved for expansion]
62516251 SUBCHAPTER C. ORDER ADMITTING WILL; REPORT
62526252 Sec. 257.101. DECLARATORY JUDGMENT CONSTRUING WILL. (a)
62536253 On application and notice as provided by Chapter 37, Civil Practice
62546254 and Remedies Code, the court may hear evidence and include in an
62556255 order probating a will as a muniment of title a declaratory
62566256 judgment:
62576257 (1) construing the will, if a question of construction
62586258 of the will exists; or
62596259 (2) determining those persons who are entitled to
62606260 receive property under the will and the persons' shares or
62616261 interests in the estate, if a person who is entitled to property
62626262 under the provisions of the will cannot be ascertained solely by
62636263 reference to the will.
62646264 (b) A declaratory judgment under this section is conclusive
62656265 in any suit between a person omitted from the judgment and a bona
62666266 fide purchaser for value who purchased property after entry of the
62676267 judgment without actual notice of the claim of the omitted person to
62686268 an interest in the estate.
62696269 (c) A person who delivered the testator's property to a
62706270 person declared to be entitled to the property under the
62716271 declaratory judgment under this section or engaged in any other
62726272 transaction with the person in good faith after entry of the
62736273 judgment is not liable to any person for actions taken in reliance
62746274 on the judgment. (Tex. Prob. Code, Sec. 89C(b).)
62756275 Sec. 257.102. AUTHORITY OF CERTAIN PERSONS ACTING IN
62766276 ACCORDANCE WITH ORDER. (a) An order admitting a will to probate as
62776277 a muniment of title constitutes sufficient legal authority for each
62786278 person who owes money to the testator's estate, has custody of
62796279 property, acts as registrar or transfer agent of any evidence of
62806280 interest, indebtedness, property, or right belonging to the estate,
62816281 or purchases from or otherwise deals with the estate, to pay or
62826282 transfer without administration the applicable asset without
62836283 liability to a person described in the will as entitled to receive
62846284 the asset.
62856285 (b) A person who is entitled to property under the
62866286 provisions of a will admitted to probate as a muniment of title is
62876287 entitled to deal with and treat the property in the same manner as
62886288 if the record of title to the property was vested in the person's
62896289 name. (Tex. Prob. Code, Sec. 89C(c).)
62906290 Sec. 257.103. REPORT BY APPLICANT AFTER PROBATE. (a)
62916291 Except as provided by Subsection (b), not later than the 180th day
62926292 after the date a will is admitted to probate as a muniment of title,
62936293 the applicant for the probate of the will shall file with the court
62946294 clerk a sworn affidavit stating specifically the terms of the will
62956295 that have been fulfilled and the terms that have not been fulfilled.
62966296 (b) The court may:
62976297 (1) waive the requirement under Subsection (a); or
62986298 (2) extend the time for filing the affidavit under
62996299 Subsection (a).
63006300 (c) The failure of an applicant for probate of a will to file
63016301 the affidavit required by Subsection (a) does not affect title to
63026302 property passing under the terms of the will. (Tex. Prob. Code,
63036303 Sec. 89C(d).)
63046304 CHAPTER 258. CITATIONS AND NOTICES RELATING TO PROBATE OF WILL
63056305 SUBCHAPTER A. CITATIONS WITH RESPECT TO APPLICATIONS FOR PROBATE OF WILL
63066306 OF WILL
63076307 Sec. 258.001. CITATION ON APPLICATION FOR PROBATE OF
63086308 WILL PRODUCED IN COURT
63096309 Sec. 258.002. CITATION ON APPLICATION FOR PROBATE OF
63106310 WILL NOT PRODUCED IN COURT
63116311 Sec. 258.003. COURT ACTION PROHIBITED BEFORE SERVICE
63126312 OF CITATION
63136313 [Sections 258.004-258.050 reserved for expansion]
63146314 SUBCHAPTER B. NOTICES WITH RESPECT TO APPLICATION TO PROBATE WILL AFTER THE PERIOD FOR PROBATE
63156315 AFTER THE PERIOD FOR PROBATE
63166316 Sec. 258.051. NOTICE TO HEIRS
63176317 Sec. 258.052. APPOINTMENT OF ATTORNEY AD LITEM
63186318 Sec. 258.053. PREVIOUSLY PROBATED WILL
63196319 [Sections 258.054-258.100 reserved for expansion]
63206320 SUBCHAPTER C. SERVICE BY PUBLICATION OR OTHER SUBSTITUTED SERVICE
63216321 Sec. 258.101. SERVICE BY PUBLICATION OR OTHER
63226322 SUBSTITUTED SERVICE
63236323 CHAPTER 258. CITATIONS AND NOTICES RELATING TO PROBATE OF WILL
63246324 SUBCHAPTER A. CITATIONS WITH RESPECT TO APPLICATIONS FOR PROBATE
63256325 OF WILL
63266326 Sec. 258.001. CITATION ON APPLICATION FOR PROBATE OF WILL
63276327 PRODUCED IN COURT. (a) On the filing with the clerk of an
63286328 application for the probate of a written will produced in court, the
63296329 clerk shall issue a citation to all parties interested in the
63306330 estate.
63316331 (b) The citation required by Subsection (a) shall be served
63326332 by posting and must state:
63336333 (1) that the application has been filed;
63346334 (2) the nature of the application;
63356335 (3) the testator's name;
63366336 (4) the applicant's name;
63376337 (5) the time when the court will act on the
63386338 application; and
63396339 (6) that any person interested in the estate may
63406340 appear at the time stated in the citation to contest the
63416341 application. (Tex. Prob. Code, Sec. 128(a) (part).)
63426342 Sec. 258.002. CITATION ON APPLICATION FOR PROBATE OF WILL
63436343 NOT PRODUCED IN COURT. (a) On the filing of an application for the
63446344 probate of a written will that cannot be produced in court, the
63456345 clerk shall issue a citation to all parties interested in the
63466346 estate. The citation must:
63476347 (1) contain substantially the statements made in the
63486348 application for probate;
63496349 (2) identify the court that will act on the
63506350 application; and
63516351 (3) state the time and place of the court's action on
63526352 the application.
63536353 (b) The citation required by Subsection (a) shall be served
63546354 on the testator's heirs by personal service if the heirs are
63556355 residents of this state and their addresses are known.
63566356 (c) Service of the citation required by Subsection (a) may
63576357 be made by publication if:
63586358 (1) the heirs are not residents of this state;
63596359 (2) the names or addresses of the heirs are unknown; or
63606360 (3) the heirs are transient persons. (Tex. Prob.
63616361 Code, Sec. 128(b).)
63626362 Sec. 258.003. COURT ACTION PROHIBITED BEFORE SERVICE OF
63636363 CITATION. A court may not act on an application for the probate of a
63646364 will until service of citation has been made in the manner provided
63656365 by this subchapter. (Tex. Prob. Code, Sec. 128(c) (part).)
63666366 [Sections 258.004-258.050 reserved for expansion]
63676367 SUBCHAPTER B. NOTICES WITH RESPECT TO APPLICATION TO PROBATE WILL
63686368 AFTER THE PERIOD FOR PROBATE
63696369 Sec. 258.051. NOTICE TO HEIRS. (a) Except as provided by
63706370 Subsection (c), an applicant for the probate of a will under Section
63716371 256.003(a) must give notice by service of process to each of the
63726372 testator's heirs whose address can be ascertained by the applicant
63736373 with reasonable diligence.
63746374 (b) The notice required by Subsection (a) must:
63756375 (1) contain a statement that:
63766376 (A) the testator's property will pass to the
63776377 testator's heirs if the will is not admitted to probate; and
63786378 (B) the person offering the testator's will for
63796379 probate may not be in default for failing to present the will for
63806380 probate during the four-year period immediately following the
63816381 testator's death; and
63826382 (2) be given before the probate of the testator's will.
63836383 (c) Notice otherwise required by Subsection (a) is not
63846384 required to be given to an heir who has delivered to the court an
63856385 affidavit signed by the heir that:
63866386 (1) contains the statement described by Subsection
63876387 (b)(1); and
63886388 (2) states that the heir does not object to the offer
63896389 of the testator's will for probate. (Tex. Prob. Code, Secs.
63906390 128B(a), (b), (c).)
63916391 Sec. 258.052. APPOINTMENT OF ATTORNEY AD LITEM. If an
63926392 applicant described by Section 258.051(a) cannot, with reasonable
63936393 diligence, ascertain the address of any of the testator's heirs,
63946394 the court shall appoint an attorney ad litem to protect the
63956395 interests of the testator's unknown heirs after an application for
63966396 the probate of a will is made under Section 256.003(a). (Tex. Prob.
63976397 Code, Sec. 128B(d).)
63986398 Sec. 258.053. PREVIOUSLY PROBATED WILL. With respect to an
63996399 application under Section 256.003(a) for the probate of a will of a
64006400 testator who has had another will admitted to probate, this
64016401 subchapter applies so as to require notice to the beneficiaries of
64026402 the testator's probated will instead of to the testator's heirs.
64036403 (Tex. Prob. Code, Sec. 128B(e).)
64046404 [Sections 258.054-258.100 reserved for expansion]
64056405 SUBCHAPTER C. SERVICE BY PUBLICATION OR OTHER SUBSTITUTED SERVICE
64066406 Sec. 258.101. SERVICE BY PUBLICATION OR OTHER SUBSTITUTED
64076407 SERVICE. Notwithstanding any other provision of this chapter, if
64086408 an attempt to make service under this chapter is unsuccessful,
64096409 service may be made in the manner provided by Rule 109 or 109a,
64106410 Texas Rules of Civil Procedure, for the service of a citation on a
64116411 party by publication or other substituted service. (Tex. Prob.
64126412 Code, Sec. 129A.)
64136413 [Chapters 259-300 reserved for expansion]
64146414 SUBTITLE G. INITIAL APPOINTMENT OF PERSONAL REPRESENTATIVE AND
64156415 OPENING OF ADMINISTRATION
64166416 CHAPTER 301. APPLICATION FOR LETTERS TESTAMENTARY OR OF ADMINISTRATION
64176417 ADMINISTRATION
64186418 SUBCHAPTER A. PERIOD FOR APPLICATION FOR LETTERS
64196419 Sec. 301.001. ADMINISTRATION BEFORE DEATH VOID
64206420 Sec. 301.002. PERIOD FOR FILING APPLICATION FOR
64216421 ADMINISTRATION
64226422 [Sections 301.003-301.050 reserved for expansion]
64236423 SUBCHAPTER B. APPLICATION REQUIREMENTS
64246424 Sec. 301.051. ELIGIBLE APPLICANTS FOR LETTERS
64256425 Sec. 301.052. CONTENTS OF APPLICATION FOR LETTERS OF
64266426 ADMINISTRATION
64276427 [Sections 301.053-301.100 reserved for expansion]
64286428 SUBCHAPTER C. OPPOSITION TO CERTAIN APPLICATIONS
64296429 Sec. 301.101. OPPOSITION TO APPLICATION FOR LETTERS OF
64306430 ADMINISTRATION
64316431 [Sections 301.102-301.150 reserved for expansion]
64326432 SUBCHAPTER D. REQUIRED PROOF FOR ISSUANCE OF LETTERS
64336433 Sec. 301.151. GENERAL PROOF REQUIREMENTS
64346434 Sec. 301.152. ADDITIONAL PROOF REQUIRED FOR LETTERS
64356435 TESTAMENTARY
64366436 Sec. 301.153. ADDITIONAL PROOF REQUIRED FOR LETTERS OF
64376437 NECESSITY FOR ADMINISTRATION EXISTS
64386438 Sec. 301.154. PROOF REQUIRED WHEN LETTERS HAVE
64396439 PREVIOUSLY BEEN GRANTED
64406440 [Sections 301.155-301.200 reserved for expansion]
64416441 SUBCHAPTER E. PREVENTION OF ADMINISTRATION
64426442 Sec. 301.201. METHOD OF PREVENTING ADMINISTRATION
64436443 REQUESTED BY CREDITOR
64446444 Sec. 301.202. SUIT ON BOND
64456445 Sec. 301.203. BOND SECURED BY LIEN
64466446 CHAPTER 301. APPLICATION FOR LETTERS TESTAMENTARY OR OF
64476447 ADMINISTRATION
64486448 SUBCHAPTER A. PERIOD FOR APPLICATION FOR LETTERS
64496449 Sec. 301.001. ADMINISTRATION BEFORE DEATH VOID. The
64506450 administration of an estate of a living person is void. (Tex. Prob.
64516451 Code, Sec. 72(a) (part).)
64526452 Sec. 301.002. PERIOD FOR FILING APPLICATION FOR LETTERS
64536453 TESTAMENTARY OR OF ADMINISTRATION. (a) Except as provided by
64546454 Subsection (b), an application for the grant of letters
64556455 testamentary or of administration of an estate must be filed not
64566456 later than the fourth anniversary of the decedent's death.
64576457 (b) This section does not apply if administration is
64586458 necessary to receive or recover property due a decedent's estate.
64596459 (Tex. Prob. Code, Sec. 74.)
64606460 [Sections 301.003-301.050 reserved for expansion]
64616461 SUBCHAPTER B. APPLICATION REQUIREMENTS
64626462 Sec. 301.051. ELIGIBLE APPLICANTS FOR LETTERS. An executor
64636463 named in a will or an interested person may file an application with
64646464 the court for:
64656465 (1) the appointment of the executor named in the will;
64666466 or
64676467 (2) the appointment of an administrator, if:
64686468 (A) there is a will, but:
64696469 (i) no executor is named in the will; or
64706470 (ii) the executor named in the will is
64716471 disqualified, refuses to serve, is dead, or resigns; or
64726472 (B) there is no will. (Tex. Prob. Code, Sec. 76
64736473 (part).)
64746474 Sec. 301.052. CONTENTS OF APPLICATION FOR LETTERS OF
64756475 ADMINISTRATION. An application for letters of administration when
64766476 no will is alleged to exist must state:
64776477 (1) the applicant's name, domicile, and, if any,
64786478 relationship to the decedent;
64796479 (2) the decedent's name and that the decedent died
64806480 intestate;
64816481 (3) the fact, time, and place of the decedent's death;
64826482 (4) facts necessary to show that the court with which
64836483 the application is filed has venue;
64846484 (5) whether the decedent owned property and, if so,
64856485 include a statement of the property's probable value;
64866486 (6) the name, age, marital status, and address, if
64876487 known, and the relationship to the decedent of each of the
64886488 decedent's heirs;
64896489 (7) if known by the applicant at the time the applicant
64906490 files the application, whether one or more children were born to or
64916491 adopted by the decedent and, if so, the name, birth date, and place
64926492 of birth of each child;
64936493 (8) if known by the applicant at the time the applicant
64946494 files the application, whether the decedent was ever divorced and,
64956495 if so, when and from whom;
64966496 (9) that a necessity exists for administration of the
64976497 decedent's estate and an allegation of the facts that show that
64986498 necessity; and
64996499 (10) that the applicant is not disqualified by law
65006500 from acting as administrator. (Tex. Prob. Code, Sec. 82.)
65016501 [Sections 301.053-301.100 reserved for expansion]
65026502 SUBCHAPTER C. OPPOSITION TO CERTAIN APPLICATIONS
65036503 Sec. 301.101. OPPOSITION TO APPLICATION FOR LETTERS OF
65046504 ADMINISTRATION. An interested person may, at any time before an
65056505 application for letters of administration is granted, file an
65066506 opposition to the application in writing and may apply for the grant
65076507 of letters to the interested person or any other person. On the
65086508 trial, the court, considering the applicable provisions of this
65096509 code, shall grant letters to the person that seems best entitled to
65106510 the letters without notice other than the notice given on the
65116511 original application. (Tex. Prob. Code, Sec. 179.)
65126512 [Sections 301.102-301.150 reserved for expansion]
65136513 SUBCHAPTER D. REQUIRED PROOF FOR ISSUANCE OF LETTERS
65146514 Sec. 301.151. GENERAL PROOF REQUIREMENTS. An applicant for
65156515 the issuance of letters testamentary or of administration of an
65166516 estate must prove to the court's satisfaction that:
65176517 (1) the person whose estate is the subject of the
65186518 application is dead;
65196519 (2) four years have not elapsed since the date of the
65206520 decedent's death and before the application;
65216521 (3) the court has jurisdiction and venue over the
65226522 estate;
65236523 (4) citation has been served and returned in the
65246524 manner and for the period required by this title; and
65256525 (5) the person for whom letters testamentary or of
65266526 administration are sought is entitled by law to the letters and is
65276527 not disqualified. (Tex. Prob. Code, Sec. 88(a) (part).)
65286528 Sec. 301.152. ADDITIONAL PROOF REQUIRED FOR LETTERS
65296529 TESTAMENTARY. If letters testamentary are to be granted, it must
65306530 appear to the court that:
65316531 (1) the proof required for the probate of the will has
65326532 been made; and
65336533 (2) the person to whom the letters are to be granted is
65346534 named as executor in the will. (Tex. Prob. Code, Sec. 88(c).)
65356535 Sec. 301.153. ADDITIONAL PROOF REQUIRED FOR LETTERS OF
65366536 ADMINISTRATION; EFFECT OF FINDING NO NECESSITY FOR ADMINISTRATION
65376537 EXISTS. (a) If letters of administration are to be granted, the
65386538 applicant for the letters must prove to the court's satisfaction
65396539 that a necessity for an administration of the estate exists.
65406540 (b) If an application is filed for letters of administration
65416541 but the court finds that no necessity for an administration of the
65426542 estate exists, the court shall recite in the court's order refusing
65436543 the application that no necessity for an administration exists.
65446544 (c) A court order containing a recital that no necessity for
65456545 an administration of the estate exists constitutes sufficient legal
65466546 authority for each person who owes money, has custody of property,
65476547 or acts as registrar or transfer agent of any evidence of interest,
65486548 indebtedness, property, or right belonging to the estate, and to
65496549 each person purchasing or otherwise dealing with the estate, for
65506550 payment or transfer to the distributees.
65516551 (d) A distributee is entitled to enforce by suit the
65526552 distributee's right to payment or transfer described by Subsection
65536553 (c). (Tex. Prob. Code, Secs. 88(d), 180.)
65546554 Sec. 301.154. PROOF REQUIRED WHEN LETTERS HAVE PREVIOUSLY
65556555 BEEN GRANTED. If letters testamentary or of administration have
65566556 previously been granted with respect to an estate, an applicant for
65576557 the granting of subsequent letters must show only that the person
65586558 for whom the letters are sought is entitled by law to the letters
65596559 and is not disqualified. (Tex. Prob. Code, Sec. 88(e).)
65606560 [Sections 301.155-301.200 reserved for expansion]
65616561 SUBCHAPTER E. PREVENTION OF ADMINISTRATION
65626562 Sec. 301.201. METHOD OF PREVENTING ADMINISTRATION
65636563 REQUESTED BY CREDITOR. (a) If a creditor files an application for
65646564 letters of administration of an estate, another interested person
65656565 who does not desire the administration can defeat the application
65666566 by:
65676567 (1) paying the creditor's claim;
65686568 (2) proving to the court's satisfaction that the
65696569 creditor's claim is fictitious, fraudulent, illegal, or barred by
65706570 limitation; or
65716571 (3) executing a bond that is:
65726572 (A) payable to, and to be approved by, the judge
65736573 in an amount that is twice the amount of the creditor's claim; and
65746574 (B) conditioned on the obligors paying the claim
65756575 on the establishment of the claim by suit in any court in the county
65766576 having jurisdiction of the amount.
65776577 (b) A bond executed and approved under Subsection (a)(3)
65786578 must be filed with the county clerk. (Tex. Prob. Code, Secs. 80(a),
65796579 (b) (part).)
65806580 Sec. 301.202. SUIT ON BOND. Any creditor for whose
65816581 protection a bond is executed under Section 301.201(a)(3) may sue
65826582 on the bond in the creditor's own name to recover the creditor's
65836583 claim. (Tex. Prob. Code, Sec. 80(b) (part).)
65846584 Sec. 301.203. BOND SECURED BY LIEN. If a bond is executed
65856585 and approved under Section 301.201(a)(3), a lien exists on all of
65866586 the estate in the possession of the distributees, and those
65876587 claiming under the distributees with notice of the lien, to secure
65886588 the ultimate payment of the bond. (Tex. Prob. Code, Sec. 80(c).)
65896589 [Chapter 302 reserved for expansion]
65906590 CHAPTER 303. CITATIONS AND NOTICES IN GENERAL ON OPENING OF ADMINISTRATION
65916591 ADMINISTRATION
65926592 Sec. 303.001. CITATION ON APPLICATION FOR ISSUANCE OF
65936593 LETTERS OF ADMINISTRATION
65946594 Sec. 303.002. COURT ACTION PROHIBITED BEFORE SERVICE
65956595 OF CITATION
65966596 Sec. 303.003. SERVICE BY PUBLICATION OR OTHER
65976597 SUBSTITUTED SERVICE
65986598 CHAPTER 303. CITATIONS AND NOTICES IN GENERAL ON OPENING OF
65996599 ADMINISTRATION
66006600 Sec. 303.001. CITATION ON APPLICATION FOR ISSUANCE OF
66016601 LETTERS OF ADMINISTRATION. (a) On the filing with the clerk of an
66026602 application for letters of administration, the clerk shall issue a
66036603 citation to all parties interested in the estate.
66046604 (b) The citation required by Subsection (a) shall be served
66056605 by posting and must state:
66066606 (1) that the application has been filed;
66076607 (2) the nature of the application;
66086608 (3) the decedent's name;
66096609 (4) the applicant's name;
66106610 (5) the time when the court will act on the
66116611 application; and
66126612 (6) that any person interested in the estate may
66136613 appear at the time stated in the citation to contest the
66146614 application. (Tex. Prob. Code, Sec. 128(a) (part).)
66156615 Sec. 303.002. COURT ACTION PROHIBITED BEFORE SERVICE OF
66166616 CITATION. A court may not act on an application for the issuance of
66176617 letters of administration until service of citation has been made
66186618 in the manner provided by this chapter. (Tex. Prob. Code, Sec.
66196619 128(c) (part).)
66206620 Sec. 303.003. SERVICE BY PUBLICATION OR OTHER SUBSTITUTED
66216621 SERVICE. Notwithstanding any other provision of this chapter, if
66226622 an attempt to make service under this chapter is unsuccessful,
66236623 service may be made in the manner provided by Rule 109 or 109a,
66246624 Texas Rules of Civil Procedure, for the service of a citation on a
66256625 party by publication or other substituted service. (Tex. Prob.
66266626 Code, Sec. 129A.)
66276627 CHAPTER 304. PERSONS WHO MAY SERVE AS PERSONAL REPRESENTATIVES
66286628 Sec. 304.001. ORDER OF PERSONS QUALIFIED TO SERVE AS
66296629 PERSONAL REPRESENTATIVE
66306630 Sec. 304.002. RENOUNCING RIGHT TO SERVE AS PERSONAL
66316631 REPRESENTATIVE
66326632 Sec. 304.003. PERSONS DISQUALIFIED TO SERVE AS
66336633 EXECUTOR OR ADMINISTRATOR
66346634 CHAPTER 304. PERSONS WHO MAY SERVE AS PERSONAL REPRESENTATIVES
66356635 Sec. 304.001. ORDER OF PERSONS QUALIFIED TO SERVE AS
66366636 PERSONAL REPRESENTATIVE. (a) The court shall grant letters
66376637 testamentary or of administration to persons qualified to act, in
66386638 the following order:
66396639 (1) the person named as executor in the decedent's
66406640 will;
66416641 (2) the decedent's surviving spouse;
66426642 (3) the principal devisee of the decedent;
66436643 (4) any devisee of the decedent;
66446644 (5) the next of kin of the decedent;
66456645 (6) a creditor of the decedent;
66466646 (7) any person of good character residing in the
66476647 county who applies for the letters; and
66486648 (8) any other person who is not disqualified under
66496649 Section 304.003.
66506650 (b) For purposes of Subsection (a)(5), the decedent's next
66516651 of kin:
66526652 (1) is determined in accordance with order of descent,
66536653 with the person nearest in order of descent first, and so on; and
66546654 (2) includes a person and the person's descendants who
66556655 legally adopted the decedent or who have been legally adopted by the
66566656 decedent.
66576657 (c) If applicants for letters testamentary or of
66586658 administration are equally entitled to the letters, the court:
66596659 (1) shall grant the letters to the applicant who, in
66606660 the judgment of the court, is most likely to administer the estate
66616661 advantageously; or
66626662 (2) may grant the letters to two or more of those
66636663 applicants. (Tex. Prob. Code, Sec. 77.)
66646664 Sec. 304.002. RENOUNCING RIGHT TO SERVE AS PERSONAL
66656665 REPRESENTATIVE. A decedent's surviving spouse, or, if there is no
66666666 surviving spouse, the heirs or any one of the heirs of the decedent
66676667 to the exclusion of any person not equally entitled to letters
66686668 testamentary or of administration, may renounce the right to the
66696669 letters in favor of another qualified person in open court or by a
66706670 power of attorney authenticated and filed with the county clerk of
66716671 the county where the application for the letters is filed. After
66726672 the right to the letters has been renounced, the court may grant the
66736673 letters to the other qualified person. (Tex. Prob. Code, Sec. 79.)
66746674 Sec. 304.003. PERSONS DISQUALIFIED TO SERVE AS EXECUTOR OR
66756675 ADMINISTRATOR. A person is not qualified to serve as an executor or
66766676 administrator if the person is:
66776677 (1) incapacitated;
66786678 (2) a felon convicted under the laws of the United
66796679 States or of any state of the United States unless, in accordance
66806680 with law, the person has been pardoned or has had the person's civil
66816681 rights restored;
66826682 (3) a nonresident of this state who:
66836683 (A) is a natural person or corporation; and
66846684 (B) has not:
66856685 (i) appointed a resident agent to accept
66866686 service of process in all actions or proceedings with respect to the
66876687 estate; or
66886688 (ii) had that appointment filed with the
66896689 court;
66906690 (4) a corporation not authorized to act as a fiduciary
66916691 in this state; or
66926692 (5) a person whom the court finds unsuitable. (Tex.
66936693 Prob. Code, Sec. 78.)
66946694 CHAPTER 305. QUALIFICATION OF PERSONAL REPRESENTATIVES
66956695 SUBCHAPTER A. GENERAL PROVISIONS
66966696 Sec. 305.001. DEFINITIONS
66976697 Sec. 305.002. MANNER OF QUALIFICATION OF PERSONAL
66986698 REPRESENTATIVE
66996699 Sec. 305.003. PERIOD FOR TAKING OATH AND GIVING BOND
67006700 [Sections 305.004-305.050 reserved for expansion]
67016701 SUBCHAPTER B. OATHS
67026702 Sec. 305.051. OATH OF EXECUTOR OR ADMINISTRATOR WITH
67036703 WILL ANNEXED
67046704 Sec. 305.052. OATH OF ADMINISTRATOR
67056705 Sec. 305.053. OATH OF TEMPORARY ADMINISTRATOR
67066706 Sec. 305.054. ADMINISTRATION OF OATH
67076707 Sec. 305.055. FILING AND RECORDING OF OATH
67086708 [Sections 305.056-305.100 reserved for expansion]
67096709 SUBCHAPTER C. GENERAL PROVISIONS RELATING TO BONDS
67106710 Sec. 305.101. BOND GENERALLY REQUIRED; EXCEPTIONS
67116711 Sec. 305.102. BOND REQUIRED FROM EXECUTOR OTHERWISE
67126712 EXEMPT
67136713 Sec. 305.103. BONDS OF JOINT PERSONAL REPRESENTATIVES
67146714 Sec. 305.104. BOND OF MARRIED PERSON
67156715 Sec. 305.105. BOND OF MARRIED PERSON UNDER 18 YEARS OF
67166716 AGE
67176717 Sec. 305.106. GENERAL FORMALITIES
67186718 Sec. 305.107. SUBSCRIPTION OF BOND BY PRINCIPALS AND
67196719 SURETIES
67206720 Sec. 305.108. FORM OF BOND
67216721 Sec. 305.109. FILING OF BOND
67226722 Sec. 305.110. FAILURE TO GIVE BOND
67236723 Sec. 305.111. BOND NOT VOID ON FIRST RECOVERY
67246724 [Sections 305.112-305.150 reserved for expansion]
67256725 SUBCHAPTER D. AMOUNT OF BOND AND ASSOCIATED DEPOSITS
67266726 Sec. 305.151. GENERAL STANDARD REGARDING AMOUNT OF
67276727 BOND
67286728 Sec. 305.152. EVIDENTIARY HEARING ON AMOUNT OF BOND
67296729 Sec. 305.153. SPECIFIC BOND AMOUNT
67306730 Sec. 305.154. AGREEMENT REGARDING DEPOSIT OF ESTATE
67316731 ASSETS
67326732 Sec. 305.155. DEPOSIT OF ESTATE ASSETS ON TERMS
67336733 PRESCRIBED BY COURT
67346734 Sec. 305.156. DEPOSITS OF PERSONAL REPRESENTATIVE
67356735 Sec. 305.157. RECEIPT FOR DEPOSITS OF PERSONAL
67366736 REPRESENTATIVE
67376737 Sec. 305.158. BOND REQUIRED INSTEAD OF DEPOSITS BY
67386738 PERSONAL REPRESENTATIVE
67396739 Sec. 305.159. WITHDRAWAL OF DEPOSITS ON CLOSING OF
67406740 ADMINISTRATION
67416741 Sec. 305.160. INCREASED OR ADDITIONAL BONDS IN CERTAIN
67426742 CIRCUMSTANCES
67436743 [Sections 305.161-305.200 reserved for expansion]
67446744 SUBCHAPTER E. BOND SURETIES
67456745 Sec. 305.201. PERSONAL OR AUTHORIZED CORPORATE
67466746 SURETIES
67476747 Sec. 305.202. SURETIES FOR CERTAIN BONDS
67486748 Sec. 305.203. AFFIDAVIT OF PERSONAL SURETY
67496749 Sec. 305.204. LIEN ON REAL PROPERTY OWNED BY PERSONAL
67506750 SURETIES
67516751 Sec. 305.205. SUBORDINATION OF LIEN ON REAL PROPERTY
67526752 OWNED BY PERSONAL SURETIES
67536753 Sec. 305.206. RELEASE OF LIEN ON REAL PROPERTY OWNED
67546754 BY PERSONAL SURETIES
67556755 Sec. 305.207. DEPOSITS BY PERSONAL SURETY
67566756 [Sections 305.208-305.250 reserved for expansion]
67576757 SUBCHAPTER F. NEW BONDS
67586758 Sec. 305.251. GROUNDS FOR REQUIRING NEW BOND
67596759 Sec. 305.252. COURT ORDER OR CITATION ON NEW BOND
67606760 Sec. 305.253. SHOW CAUSE HEARING ON NEW BOND
67616761 REQUIREMENT
67626762 Sec. 305.254. EFFECT OF ORDER REQUIRING NEW BOND
67636763 Sec. 305.255. NEW BOND IN DECREASED AMOUNT
67646764 Sec. 305.256. REQUEST BY SURETY FOR NEW BOND
67656765 Sec. 305.257. DISCHARGE OF FORMER SURETIES ON
67666766 EXECUTION OF NEW BOND
67676767 CHAPTER 305. QUALIFICATION OF PERSONAL REPRESENTATIVES
67686768 SUBCHAPTER A. GENERAL PROVISIONS
67696769 Sec. 305.001. DEFINITIONS. In this chapter:
67706770 (1) "Bond" means a bond required by this chapter to be
67716771 given by a person appointed to serve as a personal representative.
67726772 (2) "Oath" means an oath required by this chapter to be
67736773 taken by a person appointed to serve as a personal representative.
67746774 (New.)
67756775 Sec. 305.002. MANNER OF QUALIFICATION OF PERSONAL
67766776 REPRESENTATIVE. (a) A personal representative, other than an
67776777 executor described by Subsection (b), is considered to have
67786778 qualified when the representative has:
67796779 (1) taken and filed the oath prescribed by Subchapter
67806780 B;
67816781 (2) given the required bond;
67826782 (3) obtained the judge's approval of the bond; and
67836783 (4) filed the bond with the clerk.
67846784 (b) An executor who is not required to give a bond is
67856785 considered to have qualified when the executor has taken and filed
67866786 the oath prescribed by Subchapter B. (Tex. Prob. Code, Sec. 189.)
67876787 Sec. 305.003. PERIOD FOR TAKING OATH AND GIVING BOND. An
67886788 oath may be taken and subscribed and a bond may be given and
67896789 approved at any time before:
67906790 (1) the 21st day after the date of the order granting
67916791 letters testamentary or of administration, as applicable; or
67926792 (2) the letters testamentary or of administration, as
67936793 applicable, are revoked for a failure to qualify within the period
67946794 allowed. (Tex. Prob. Code, Sec. 192 (part).)
67956795 [Sections 305.004-305.050 reserved for expansion]
67966796 SUBCHAPTER B. OATHS
67976797 Sec. 305.051. OATH OF EXECUTOR OR ADMINISTRATOR WITH WILL
67986798 ANNEXED. Before the issuance of letters testamentary or letters of
67996799 administration with the will annexed, the person named as executor
68006800 or appointed as administrator with the will annexed shall take and
68016801 subscribe an oath in substantially the following form:
68026802 I do solemnly swear that the writing offered for probate is
68036803 the last will of ________ (insert name of testator), so far as I
68046804 know or believe, and that I will well and truly perform all the
68056805 duties of __________ (insert "executor of the will" or
68066806 "administrator with the will annexed," as applicable) for the
68076807 estate of _______ (insert name of testator). (Tex. Prob. Code, Sec.
68086808 190(a).)
68096809 Sec. 305.052. OATH OF ADMINISTRATOR. Before the issuance
68106810 of letters of administration, the person appointed as administrator
68116811 shall take and subscribe an oath in substantially the following
68126812 form:
68136813 I do solemnly swear that ___________ (insert name of
68146814 decedent), deceased, died _______ (insert "without leaving any
68156815 lawful will" or "leaving a lawful will, but the executor named in
68166816 the will is dead or has failed to offer the will for probate or to
68176817 accept and qualify as executor, within the period required," as
68186818 applicable), so far as I know or believe, and that I will well and
68196819 truly perform all the duties of administrator of the estate of the
68206820 deceased. (Tex. Prob. Code, Sec. 190(b).)
68216821 Sec. 305.053. OATH OF TEMPORARY ADMINISTRATOR. Before the
68226822 issuance of temporary letters of administration, the person
68236823 appointed as temporary administrator shall take and subscribe an
68246824 oath in substantially the following form:
68256825 I do solemnly swear that I will well and truly perform the
68266826 duties of temporary administrator of the estate of __________
68276827 (insert name of decedent), deceased, in accordance with the law,
68286828 and with the order of the court appointing me as temporary
68296829 administrator. (Tex. Prob. Code, Sec. 190(c).)
68306830 Sec. 305.054. ADMINISTRATION OF OATH. An oath may be taken
68316831 before any person authorized to administer oaths under the laws of
68326832 this state. (Tex. Prob. Code, Secs. 190(d) (part), 192 (part).)
68336833 Sec. 305.055. FILING AND RECORDING OF OATH. An oath shall
68346834 be:
68356835 (1) filed with the clerk of the court granting the
68366836 letters testamentary or of administration, as applicable; and
68376837 (2) recorded in the minutes of that court. (Tex. Prob.
68386838 Code, Sec. 190(d) (part).)
68396839 [Sections 305.056-305.100 reserved for expansion]
68406840 SUBCHAPTER C. GENERAL PROVISIONS RELATING TO BONDS
68416841 Sec. 305.101. BOND GENERALLY REQUIRED; EXCEPTIONS. (a)
68426842 Except as otherwise provided by this title, a person to whom letters
68436843 testamentary or of administration will be issued must enter into a
68446844 bond before issuance of the letters.
68456845 (b) Letters testamentary shall be issued without the
68466846 requirement of a bond to a person named as executor in a will
68476847 probated in a court of this state if:
68486848 (1) the will directs that no bond or security be
68496849 required of the person; and
68506850 (2) the court finds that the person is qualified.
68516851 (c) A bond is not required if a personal representative is a
68526852 corporate fiduciary. (Tex. Prob. Code, Secs. 194 (part), 195.)
68536853 Sec. 305.102. BOND REQUIRED FROM EXECUTOR OTHERWISE EXEMPT.
68546854 (a) This section applies only to an estate for which an executor
68556855 was appointed under a will, but from whom no bond was required.
68566856 (b) A person who has a debt, claim, or demand against the
68576857 estate, with respect to the justice of which the person or the
68586858 person's agent or attorney has made an oath, or another person
68596859 interested in the estate, whether in person or as the
68606860 representative of another, may file a written complaint in the
68616861 court where the will is probated.
68626862 (c) On the filing of the complaint, the court shall cite the
68636863 executor to appear and show cause why the executor should not be
68646864 required to give a bond.
68656865 (d) On hearing the complaint, the court shall enter an order
68666866 requiring the executor to give a bond not later than the 10th day
68676867 after the date of the order if it appears to the court that:
68686868 (1) the executor is wasting, mismanaging, or
68696869 misapplying the estate; and
68706870 (2) as a result of conduct described by Subdivision
68716871 (1):
68726872 (A) a creditor may probably lose the creditor's
68736873 debt; or
68746874 (B) a person's interest in the estate may be
68756875 diminished or lost.
68766876 (e) A bond required under this section must be:
68776877 (1) in an amount sufficient to protect the estate and
68786878 the estate's creditors;
68796879 (2) payable to and approved by the judge; and
68806880 (3) conditioned that the executor:
68816881 (A) will well and truly administer the estate;
68826882 and
68836883 (B) will not waste, mismanage, or misapply the
68846884 estate.
68856885 (f) If the executor fails to give a bond required under this
68866886 section on or before the 10th day after the date of the order and the
68876887 judge has not extended the period for giving the bond, the judge,
68886888 without citation, shall remove the executor and appoint a competent
68896889 person in the executor's place who shall administer the estate
68906890 according to the will and law. Before entering into the
68916891 administration of the estate, the appointed person must:
68926892 (1) take the oath required of an administrator with
68936893 the will annexed under Section 305.051; and
68946894 (2) give a bond in the manner and amount provided by
68956895 this chapter for the issuance of original letters of
68966896 administration. (Tex. Prob. Code, Secs. 214, 215, 216, 217.)
68976897 Sec. 305.103. BONDS OF JOINT PERSONAL REPRESENTATIVES. If
68986898 two or more persons are appointed as personal representatives of an
68996899 estate and are required by this chapter or by the court to give a
69006900 bond, the court may require:
69016901 (1) a separate bond from each person; or
69026902 (2) a joint bond from all of the persons. (Tex. Prob.
69036903 Code, Sec. 198.)
69046904 Sec. 305.104. BOND OF MARRIED PERSON. (a) A married person
69056905 appointed as a personal representative may execute a bond required
69066906 by law:
69076907 (1) jointly with the person's spouse; or
69086908 (2) separately without the person's spouse.
69096909 (b) A bond executed by a married person binds the person's
69106910 separate estate, but does not bind the person's spouse unless the
69116911 spouse signed the bond. (Tex. Prob. Code, Sec. 199.)
69126912 Sec. 305.105. BOND OF MARRIED PERSON UNDER 18 YEARS OF AGE.
69136913 Any bond required to be executed by a person who is under 18 years of
69146914 age, is or has been married, and accepts and qualifies as an
69156915 executor or administrator is as valid and binding for all purposes
69166916 as if the person were of legal age. (Tex. Prob. Code, Sec. 200.)
69176917 Sec. 305.106. GENERAL FORMALITIES. A bond required under
69186918 Section 305.101(a) must:
69196919 (1) be conditioned as required by law;
69206920 (2) be payable to the judge and the judge's successors
69216921 in office;
69226922 (3) bear the written approval of the judge in the
69236923 judge's official capacity; and
69246924 (4) be executed and approved in accordance with this
69256925 chapter. (Tex. Prob. Code, Sec. 194 (part).)
69266926 Sec. 305.107. SUBSCRIPTION OF BOND BY PRINCIPALS AND
69276927 SURETIES. A bond required under Section 305.101 shall be
69286928 subscribed by both principals and sureties. (Tex. Prob. Code, Sec.
69296929 197 (part).)
69306930 Sec. 305.108. FORM OF BOND. The following form, or a form
69316931 with the same substance, may be used for the bond of a personal
69326932 representative:
69336933 The State of Texas
69346934 County of ________
69356935 Know all persons by these presents that we, _______ (insert
69366936 name of each principal), as principal, and _______ (insert name of
69376937 each surety), as sureties, are held and firmly bound unto the judge
69386938 of ____________ (insert reference to appropriate judge), and that
69396939 judge's successors in office, in the sum of _____ dollars,
69406940 conditioned that the above bound principal or principals, appointed
69416941 as _______ (insert "executor of the last will and testament,"
69426942 "administrator with the will annexed of the estate," "administrator
69436943 of the estate," or "temporary administrator of the estate," as
69446944 applicable) of _______ (insert name of decedent), deceased, shall
69456945 well and truly perform all of the duties required of the principal
69466946 or principals by law under that appointment. (Tex. Prob. Code, Sec.
69476947 196.)
69486948 Sec. 305.109. FILING OF BOND. A bond required under Section
69496949 305.101 shall be filed with the clerk after the court approves the
69506950 bond. (Tex. Prob. Code, Sec. 197 (part).)
69516951 Sec. 305.110. FAILURE TO GIVE BOND. Another person may be
69526952 appointed as personal representative to replace a personal
69536953 representative who at any time fails to give a bond as required by
69546954 the court in the period prescribed by this chapter. (Tex. Prob.
69556955 Code, Sec. 213.)
69566956 Sec. 305.111. BOND NOT VOID ON FIRST RECOVERY. A personal
69576957 representative's bond does not become void on the first recovery
69586958 but may be put in suit and prosecuted from time to time until the
69596959 entire amount of the bond has been recovered. (Tex. Prob. Code,
69606960 Sec. 218.)
69616961 [Sections 305.112-305.150 reserved for expansion]
69626962 SUBCHAPTER D. AMOUNT OF BOND AND ASSOCIATED DEPOSITS
69636963 Sec. 305.151. GENERAL STANDARD REGARDING AMOUNT OF BOND.
69646964 (a) The judge shall set the amount of a bond, in an amount
69656965 considered sufficient to protect the estate and the estate's
69666966 creditors, as provided by this chapter.
69676967 (b) Notwithstanding Subsection (a) or other provisions
69686968 generally applicable to bonds of personal representatives, if the
69696969 person to whom letters testamentary or of administration are
69706970 granted is entitled to all of the decedent's estate after payment of
69716971 debts, a bond shall be in an amount sufficient to protect creditors
69726972 only. (Tex. Prob. Code, Sec. 194, Subdivs. 1, 2.)
69736973 Sec. 305.152. EVIDENTIARY HEARING ON AMOUNT OF BOND.
69746974 Before setting the amount of a bond, the court shall hear evidence
69756975 and determine:
69766976 (1) the amount of cash on hand and where that cash is
69776977 deposited;
69786978 (2) the amount of cash estimated to be needed for
69796979 administrative purposes, including operation of a business,
69806980 factory, farm, or ranch owned by the estate, and expenses of
69816981 administration for one year;
69826982 (3) the revenue anticipated to be received in the
69836983 succeeding 12 months from dividends, interest, rentals, or use of
69846984 property belonging to the estate and the aggregate amount of any
69856985 installments or periodic payments to be collected;
69866986 (4) the estimated value of certificates of stock,
69876987 bonds, notes, or other securities of the estate and the name of the
69886988 depository, if any, in which those assets are deposited;
69896989 (5) the face value of life insurance or other policies
69906990 payable to the person on whose estate administration is sought or to
69916991 the estate;
69926992 (6) the estimated value of other personal property
69936993 owned by the estate; and
69946994 (7) the estimated amount of debts due and owing by the
69956995 estate. (Tex. Prob. Code, Sec. 194, Subdiv. 3.)
69966996 Sec. 305.153. SPECIFIC BOND AMOUNT. (a) Except as
69976997 otherwise provided by this section, the judge shall set the bond in
69986998 an amount equal to the sum of:
69996999 (1) the estimated value of all personal property
70007000 belonging to the estate; and
70017001 (2) an additional amount to cover revenue anticipated
70027002 to be derived during the succeeding 12 months from:
70037003 (A) interest and dividends;
70047004 (B) collectible claims;
70057005 (C) the aggregate amount of any installments or
70067006 periodic payments, excluding income derived or to be derived from
70077007 federal social security payments; and
70087008 (D) rentals for the use of property.
70097009 (b) The judge shall reduce the amount of the original bond
70107010 under Subsection (a) in proportion to the amount of cash or the
70117011 value of securities or other assets:
70127012 (1) authorized or required to be deposited by court
70137013 order; or
70147014 (2) voluntarily deposited by the personal
70157015 representative or the sureties on the representative's bond, as
70167016 provided by Sections 305.155 and 305.156.
70177017 (c) A bond required to be given by a temporary administrator
70187018 shall be in the amount that the judge directs. (Tex. Prob. Code,
70197019 Sec. 194, Subdivs. 4, 13.)
70207020 Sec. 305.154. AGREEMENT REGARDING DEPOSIT OF ESTATE ASSETS.
70217021 (a) A personal representative may agree with the surety or sureties
70227022 on a bond, either corporate or personal, for the deposit of any cash
70237023 and other estate assets in a depository described by Subsection
70247024 (c), if the deposit is otherwise proper, in a manner that prevents
70257025 the withdrawal of the cash or other assets without:
70267026 (1) the written consent of the surety or sureties; or
70277027 (2) a court order entered after notice to the surety or
70287028 sureties as directed by the court.
70297029 (b) The court may require the action described by Subsection
70307030 (a) if the court considers that action to be in the best interest of
70317031 the estate.
70327032 (c) Cash and assets must be deposited under this section in
70337033 a financial institution, as defined by Section 201.101, Finance
70347034 Code, that:
70357035 (1) has its main office or a branch office in this
70367036 state; and
70377037 (2) is qualified to act as a depository in this state
70387038 under the laws of this state or the United States.
70397039 (d) An agreement under this section may not release the
70407040 principal or sureties from liability, or change the liability of
70417041 the principal or sureties, as established by the terms of the bond.
70427042 (Tex. Prob. Code, Sec. 194, Subdiv. 5.)
70437043 Sec. 305.155. DEPOSIT OF ESTATE ASSETS ON TERMS PRESCRIBED
70447044 BY COURT. (a) Cash, securities, or other personal assets of an
70457045 estate or to which the estate is entitled may or, if considered by
70467046 the court to be in the best interest of the estate, shall, be
70477047 deposited in one or more depositories described by Section
70487048 305.154(c) on terms prescribed by the court.
70497049 (b) The court in which the proceedings are pending may
70507050 authorize or require additional estate assets currently on hand or
70517051 that accrue during the pendency of the proceedings to be deposited
70527052 as provided by Subsection (a) on:
70537053 (1) the court's own motion; or
70547054 (2) the written application of the personal
70557055 representative or any other person interested in the estate.
70567056 (c) The amount of the bond required to be given by the
70577057 personal representative shall be reduced in proportion to the
70587058 amount of the cash and the value of the securities or other assets
70597059 deposited under this section.
70607060 (d) Cash, securities, or other assets deposited under this
70617061 section may be withdrawn in whole or in part from the depository
70627062 only in accordance with a court order, and the amount of the
70637063 personal representative's bond shall be increased in proportion to
70647064 the amount of the cash and the value of the securities or other
70657065 assets authorized to be withdrawn. (Tex. Prob. Code, Sec. 194,
70667066 Subdiv. 6.)
70677067 Sec. 305.156. DEPOSITS OF PERSONAL REPRESENTATIVE. (a)
70687068 Instead of giving a surety or sureties on a bond, or to reduce the
70697069 amount of a bond, a personal representative may deposit the
70707070 representative's own cash or securities acceptable to the court
70717071 with a depository described by Subsection (b), if the deposit is
70727072 otherwise proper.
70737073 (b) Cash or securities must be deposited under this section
70747074 in:
70757075 (1) a depository described by Section 305.154(c); or
70767076 (2) any other corporate depository approved by the
70777077 court.
70787078 (c) A deposit may be in an amount or value equal to the
70797079 amount of the bond required or in a lesser amount or value, in which
70807080 case the amount of the bond is reduced by the amount or value of the
70817081 deposit.
70827082 (d) The amount of cash or securities on deposit may be
70837083 increased or decreased, by court order from time to time, as the
70847084 interest of the estate requires.
70857085 (e) A deposit of cash or securities made instead of a surety
70867086 or sureties on a bond may be withdrawn or released only on order of a
70877087 court having jurisdiction.
70887088 (f) A creditor has the same rights against a personal
70897089 representative and deposits made under this section as are provided
70907090 for recovery against sureties on a bond. (Tex. Prob. Code, Sec. 194,
70917091 Subdivs. 7, 8(b), (c), (d).)
70927092 Sec. 305.157. RECEIPT FOR DEPOSITS OF PERSONAL
70937093 REPRESENTATIVE. (a) A depository that receives a deposit made
70947094 under Section 305.156 instead of a surety or sureties on a bond
70957095 shall issue a receipt for the deposit that:
70967096 (1) shows the amount of cash deposited or the amount
70977097 and description of the securities deposited, as applicable; and
70987098 (2) states that the depository agrees to disburse or
70997099 deliver the cash or securities only on receipt of a certified copy
71007100 of an order of the court in which the proceedings are pending.
71017101 (b) A receipt issued by a depository under Subsection (a)
71027102 shall be attached to the personal representative's bond and be
71037103 delivered to and filed by the county clerk after approval by the
71047104 judge. (Tex. Prob. Code, Sec. 194, Subdiv. 8(a).)
71057105 Sec. 305.158. BOND REQUIRED INSTEAD OF DEPOSITS BY PERSONAL
71067106 REPRESENTATIVE. (a) The court may on its own motion or on the
71077107 written application by the personal representative or any other
71087108 person interested in the estate:
71097109 (1) require that an adequate bond be given instead of a
71107110 deposit under Section 305.156; or
71117111 (2) authorize withdrawal of a deposit made under
71127112 Section 305.156 and substitution of a bond with sureties.
71137113 (b) Not later than the 20th day after the date of entry of
71147114 the court's motion or the date the personal representative is
71157115 personally served with notice of the filing of an application by
71167116 another person interested in the estate, the representative shall
71177117 file a sworn statement showing the condition of the estate.
71187118 (c) A personal representative who fails to comply with
71197119 Subsection (b) is subject to removal as in other cases.
71207120 (d) The personal representative's deposit under Section
71217121 305.156 may not be released or withdrawn until the court has:
71227122 (1) been satisfied as to the condition of the estate;
71237123 (2) determined the amount of the bond; and
71247124 (3) received and approved the bond. (Tex. Prob. Code,
71257125 Sec. 194, Subdiv. 8(e).)
71267126 Sec. 305.159. WITHDRAWAL OF DEPOSITS ON CLOSING OF
71277127 ADMINISTRATION. (a) Any deposit of assets of the personal
71287128 representative, the estate, or a surety that remains at the time an
71297129 estate is closed shall be released by court order and paid to the
71307130 person or persons entitled to the deposit.
71317131 (b) Except as provided by Subsection (c), a writ of
71327132 attachment or garnishment does not lie against a deposit described
71337133 by Subsection (a).
71347134 (c) A writ of attachment or garnishment may lie against a
71357135 deposit described by Subsection (a) as to a claim of a creditor of
71367136 the estate being administered or a person interested in the estate,
71377137 including a distributee or ward, to the extent the court has ordered
71387138 distribution. (Tex. Prob. Code, Sec. 194, Subdiv. 9.)
71397139 Sec. 305.160. INCREASED OR ADDITIONAL BONDS IN CERTAIN
71407140 CIRCUMSTANCES. The provisions of this subchapter regarding the
71417141 deposit of cash and securities govern, to the extent the provisions
71427142 may be applicable, the court orders to be entered when:
71437143 (1) one of the following circumstances occurs:
71447144 (A) estate property has been authorized to be
71457145 sold or rented;
71467146 (B) money has been borrowed on estate property;
71477147 or
71487148 (C) real property, or an interest in real
71497149 property, has been authorized to be leased for mineral development
71507150 or subjected to unitization; and
71517151 (2) the general bond has been found to be
71527152 insufficient. (Tex. Prob. Code, Sec. 194, Subdiv. 14.)
71537153 [Sections 305.161-305.200 reserved for expansion]
71547154 SUBCHAPTER E. BOND SURETIES
71557155 Sec. 305.201. PERSONAL OR AUTHORIZED CORPORATE SURETIES.
71567156 (a) The surety or sureties on a bond may be personal or authorized
71577157 corporate sureties.
71587158 (b) A bond with sureties who are individuals must have at
71597159 least two sureties, each of whom must:
71607160 (1) execute an affidavit in the manner provided by
71617161 this subchapter; and
71627162 (2) own property in this state, excluding property
71637163 exempt by law, that the judge is satisfied is sufficient to qualify
71647164 the person as a surety as required by law.
71657165 (c) A bond with an authorized corporate surety is only
71667166 required to have one surety, except as provided by law. (Tex. Prob.
71677167 Code, Sec. 194, Subdivs. 10, 12 (part).)
71687168 Sec. 305.202. SURETIES FOR CERTAIN BONDS. (a) If the
71697169 amount of a bond exceeds $50,000, the court may require that the
71707170 bond be signed by:
71717171 (1) at least two authorized corporate sureties; or
71727172 (2) one authorized corporate surety and at least two
71737173 good and sufficient personal sureties.
71747174 (b) The estate shall pay the cost of a bond with corporate
71757175 sureties. (Tex. Prob. Code, Sec. 194, Subdiv. 11.)
71767176 Sec. 305.203. AFFIDAVIT OF PERSONAL SURETY. (a) Before a
71777177 judge may consider a bond with personal sureties, each person
71787178 offered as surety must execute an affidavit stating the amount by
71797179 which the person's assets that are reachable by creditors exceeds
71807180 the person's liabilities, and each affidavit must be presented to
71817181 the judge for consideration.
71827182 (b) The total worth of the personal sureties on a bond must
71837183 equal at least twice the amount of the bond.
71847184 (c) An affidavit presented to and approved by the judge
71857185 under this section shall be attached to and form part of the bond.
71867186 (Tex. Prob. Code, Sec. 201(a).)
71877187 Sec. 305.204. LIEN ON REAL PROPERTY OWNED BY PERSONAL
71887188 SURETIES. (a) If a judge finds that the estimated value of
71897189 personal property of the estate that cannot be deposited, as
71907190 provided by Subchapter D, is such that personal sureties cannot be
71917191 accepted without the creation of a specific lien on real property
71927192 owned by each of the sureties, the judge shall enter an order
71937193 requiring each surety to:
71947194 (1) designate real property that:
71957195 (A) is owned by the surety and located in this
71967196 state;
71977197 (B) is subject to execution; and
71987198 (C) has a value that exceeds all liens and unpaid
71997199 taxes by an amount at least equal to the amount of the bond; and
72007200 (2) give an adequate legal description of the real
72017201 property designated under Subdivision (1).
72027202 (b) The surety shall incorporate the information required
72037203 in the order under Subsection (a) in an affidavit. Following
72047204 approval by the judge, the affidavit shall be attached to and form
72057205 part of the bond.
72067206 (c) A lien arises as security for the performance of the
72077207 obligation of the bond only on the real property designated in the
72087208 affidavit.
72097209 (d) Before letters testamentary or of administration are
72107210 issued to the personal representative whose bond includes an
72117211 affidavit under this section, the court clerk shall mail a
72127212 statement to the office of the county clerk of each county in which
72137213 any real property designated in the affidavit is located. The
72147214 statement must be signed by the court clerk and include:
72157215 (1) a sufficient description of the real property
72167216 located in that county;
72177217 (2) the names of the principal and sureties on the
72187218 bond;
72197219 (3) the amount of the bond; and
72207220 (4) the name of the estate and court in which the bond
72217221 is given.
72227222 (e) Each county clerk who receives a statement required by
72237223 Subsection (d) shall record the statement in the county deed
72247224 records. Each recorded statement shall be indexed in a manner that
72257225 permits the convenient determination of the existence and character
72267226 of the liens described in the statements.
72277227 (f) The recording and indexing required by Subsection (e)
72287228 constitutes constructive notice to all persons regarding the
72297229 existence of the lien on real property located in the county,
72307230 effective as of the date of the indexing.
72317231 (g) If each personal surety subject to a court order under
72327232 this section does not comply with the order, the judge may require
72337233 that the bond be signed by:
72347234 (1) an authorized corporate surety; or
72357235 (2) an authorized corporate surety and at least two
72367236 personal sureties. (Tex. Prob. Code, Secs. 201(b), 202.)
72377237 Sec. 305.205. SUBORDINATION OF LIEN ON REAL PROPERTY OWNED
72387238 BY PERSONAL SURETIES. (a) A personal surety required to create a
72397239 lien on specific real property under Section 305.204 who wishes to
72407240 lease the real property for mineral development may file a written
72417241 application in the court in which the proceedings are pending
72427242 requesting subordination of the lien to the proposed lease.
72437243 (b) The judge may enter an order granting the application.
72447244 (c) A certified copy of the order, filed and recorded in the
72457245 deed records of the proper county, is sufficient to subordinate the
72467246 lien to the rights of a lessee under the proposed lease. (Tex.
72477247 Prob. Code, Sec. 201(c).)
72487248 Sec. 305.206. RELEASE OF LIEN ON REAL PROPERTY OWNED BY
72497249 PERSONAL SURETIES. (a) A personal surety who has given a lien
72507250 under Section 305.204 may apply to the court to have the lien
72517251 released.
72527252 (b) The court shall order the lien released if:
72537253 (1) the court is satisfied that the bond is sufficient
72547254 without the lien; or
72557255 (2) sufficient other real or personal property of the
72567256 surety is substituted on the same terms required for the lien that
72577257 is to be released.
72587258 (c) If the personal surety does not offer a lien on other
72597259 substituted property under Subsection (b)(2) and the court is not
72607260 satisfied that the bond is sufficient without the substitution of
72617261 other property, the court shall order the personal representative
72627262 to appear and give a new bond.
72637263 (d) A certified copy of the court's order releasing the lien
72647264 and describing the property that was subject to the lien has the
72657265 effect of cancelling the lien if the order is filed with the county
72667266 clerk of the county in which the property is located and recorded in
72677267 the deed records of that county. (Tex. Prob. Code, Secs. 211, 212.)
72687268 Sec. 305.207. DEPOSITS BY PERSONAL SURETY. Instead of
72697269 executing an affidavit under Section 305.203 or creating a lien
72707270 under Section 305.204 when required, a personal surety may deposit
72717271 the surety's own cash or securities instead of pledging real
72727272 property as security. The deposit:
72737273 (1) must be made in the same manner a personal
72747274 representative deposits the representative's own cash or
72757275 securities; and
72767276 (2) is subject, to the extent applicable, to the
72777277 provisions governing the same type of deposits made by personal
72787278 representatives. (Tex. Prob. Code, Sec. 194, Subdiv. 12 (part).)
72797279 [Sections 305.208-305.250 reserved for expansion]
72807280 SUBCHAPTER F. NEW BONDS
72817281 Sec. 305.251. GROUNDS FOR REQUIRING NEW BOND. (a) A
72827282 personal representative may be required to give a new bond if:
72837283 (1) a surety on a bond dies, moves out of this state,
72847284 or becomes insolvent;
72857285 (2) in the court's opinion:
72867286 (A) the sureties on a bond are insufficient; or
72877287 (B) a bond is defective;
72887288 (3) the amount of a bond is insufficient;
72897289 (4) a surety on a bond petitions the court to be
72907290 discharged from future liability on the bond; or
72917291 (5) a bond and the record of the bond have been lost or
72927292 destroyed.
72937293 (b) Any person interested in the estate may have the
72947294 personal representative cited to appear and show cause why the
72957295 representative should not be required to give a new bond by filing a
72967296 written application with the county clerk of the county in which the
72977297 probate proceedings are pending. The application must allege that:
72987298 (1) the bond is insufficient or defective; or
72997299 (2) the bond and the record of the bond have been lost
73007300 or destroyed. (Tex. Prob. Code, Secs. 203, 204.)
73017301 Sec. 305.252. COURT ORDER OR CITATION ON NEW BOND. (a)
73027302 When a judge becomes aware that a bond is in any respect
73037303 insufficient or that a bond and the record of the bond have been
73047304 lost or destroyed, the judge shall:
73057305 (1) without delay and without notice enter an order
73067306 requiring the personal representative to give a new bond; or
73077307 (2) without delay have the representative cited to
73087308 show cause why the representative should not be required to give a
73097309 new bond.
73107310 (b) An order entered under Subsection (a)(1) must state:
73117311 (1) the reasons for requiring a new bond;
73127312 (2) the amount of the new bond; and
73137313 (3) the period within which the new bond must be given,
73147314 which may not be earlier than the 10th day after the date of the
73157315 order.
73167316 (c) A personal representative who opposes an order entered
73177317 under Subsection (a)(1) may demand a hearing on the order. The
73187318 hearing must be held before the expiration of the period within
73197319 which the new bond must be given. (Tex. Prob. Code, Secs. 205,
73207320 206(a).)
73217321 Sec. 305.253. SHOW CAUSE HEARING ON NEW BOND REQUIREMENT.
73227322 (a) On the return of a citation ordering a personal representative
73237323 to show cause why the representative should not be required to give
73247324 a new bond, the judge shall, on the date specified for the hearing
73257325 of the matter, inquire into the sufficiency of the reasons for
73267326 requiring a new bond.
73277327 (b) If the judge is satisfied that a new bond should be
73287328 required, the judge shall enter an order requiring a new bond. The
73297329 order must state:
73307330 (1) the amount of the new bond; and
73317331 (2) the period within which the new bond must be given,
73327332 which may not be later than the 20th day after the date of the order.
73337333 (Tex. Prob. Code, Sec. 206(b).)
73347334 Sec. 305.254. EFFECT OF ORDER REQUIRING NEW BOND. (a) An
73357335 order requiring a personal representative to give a new bond has the
73367336 effect of suspending the representative's powers.
73377337 (b) After the order is entered, the personal representative
73387338 may not pay out any of the estate's money or take any other official
73397339 action, except to preserve estate property, until the new bond is
73407340 given and approved. (Tex. Prob. Code, Sec. 207.)
73417341 Sec. 305.255. NEW BOND IN DECREASED AMOUNT. (a) A personal
73427342 representative required to give a bond may at any time file with the
73437343 clerk a written application requesting that the court reduce the
73447344 amount of the bond.
73457345 (b) On the filing of an application under Subsection (a),
73467346 the clerk shall promptly issue and have notice posted to all
73477347 interested persons and the sureties on the bond. The notice must
73487348 inform the interested persons and sureties of:
73497349 (1) the fact that the application has been filed;
73507350 (2) the nature of the application; and
73517351 (3) the time the judge will hear the application.
73527352 (c) The judge may permit the filing of a new bond in a
73537353 reduced amount if:
73547354 (1) proof is submitted that a bond in an amount less
73557355 than the bond in effect will be adequate to meet the requirements of
73567356 law and protect the estate; and
73577357 (2) the judge approves an accounting filed at the time
73587358 of the application. (Tex. Prob. Code, Sec. 208.)
73597359 Sec. 305.256. REQUEST BY SURETY FOR NEW BOND. (a) A surety
73607360 on a bond may at any time file with the clerk a petition requesting
73617361 that the court in which the proceedings are pending:
73627362 (1) require the personal representative to give a new
73637363 bond; and
73647364 (2) discharge the petitioner from all liability for
73657365 the future acts of the representative.
73667366 (b) On the filing of a petition under Subsection (a), the
73677367 personal representative shall be cited to appear and give a new
73687368 bond. (Tex. Prob. Code, Sec. 210.)
73697369 Sec. 305.257. DISCHARGE OF FORMER SURETIES ON EXECUTION OF
73707370 NEW BOND. When a new bond has been given and approved, the court
73717371 shall enter an order discharging the sureties on the former bond
73727372 from all liability for the future acts of the principal on the bond.
73737373 (Tex. Prob. Code, Sec. 209.)
73747374 CHAPTER 306. GRANTING AND
73757375 ISSUANCE OF LETTERS
73767376 Sec. 306.001. GRANTING OF LETTERS TESTAMENTARY
73777377 Sec. 306.002. GRANTING OF LETTERS OF ADMINISTRATION
73787378 Sec. 306.003. ORDER GRANTING LETTERS
73797379 Sec. 306.004. ISSUANCE OF ORIGINAL LETTERS
73807380 Sec. 306.005. FORM AND CONTENT OF LETTERS
73817381 Sec. 306.006. REPLACEMENT AND OTHER ADDITIONAL LETTERS
73827382 Sec. 306.007. EFFECT OF LETTERS OR CERTIFICATE
73837383 CHAPTER 306. GRANTING AND
73847384 ISSUANCE OF LETTERS
73857385 Sec. 306.001. GRANTING OF LETTERS TESTAMENTARY. (a)
73867386 Before the 21st day after the date a will has been probated, the
73877387 court shall grant letters testamentary, if permitted by law, to
73887388 each executor appointed by the will who:
73897389 (1) is not disqualified; and
73907390 (2) is willing to accept the trust and qualify
73917391 according to law.
73927392 (b) Failure of the court to issue letters testamentary
73937393 within the period prescribed by this section does not affect the
73947394 validity of any letters testamentary issued in accordance with law
73957395 after that period. (Tex. Prob. Code, Secs. 178(a), (c).)
73967396 Sec. 306.002. GRANTING OF LETTERS OF ADMINISTRATION. (a)
73977397 Subject to Subsection (b), the court hearing an application under
73987398 Chapter 301 shall grant:
73997399 (1) the administration of a decedent's estate if the
74007400 decedent died intestate; or
74017401 (2) the administration of the decedent's estate with
74027402 the will annexed if the decedent died leaving a will but:
74037403 (A) the will does not name an executor; or
74047404 (B) the executor named in the will:
74057405 (i) is deceased;
74067406 (ii) fails to accept and qualify before the
74077407 21st day after the date the will is probated; or
74087408 (iii) fails to present the will for probate
74097409 before the 31st day after the date of the decedent's death and the
74107410 court finds there was no good cause for that failure.
74117411 (b) The court may not grant any administration of an estate
74127412 unless a necessity for the administration exists, as determined by
74137413 the court.
74147414 (c) The court may find other instances of necessity for an
74157415 administration based on proof before the court, but a necessity is
74167416 considered to exist if:
74177417 (1) there are two or more debts against the estate;
74187418 (2) there is a desire for the county court to partition
74197419 the estate among the distributees; or
74207420 (3) the administration is necessary to receive or
74217421 recover funds or other property due the estate. (Tex. Prob. Code,
74227422 Sec. 178(b).)
74237423 Sec. 306.003. ORDER GRANTING LETTERS. When letters
74247424 testamentary or of administration are granted, the court shall
74257425 enter an order to that effect stating:
74267426 (1) the name of the decedent;
74277427 (2) the name of the person to whom the letters are
74287428 granted;
74297429 (3) the amount of any required bond;
74307430 (4) the name of at least one but not more than three
74317431 disinterested persons appointed to appraise the estate and return
74327432 the appraisement to the court, if:
74337433 (A) any interested person applies to the court
74347434 for the appointment of an appraiser; or
74357435 (B) the court considers an appraisement to be
74367436 necessary; and
74377437 (5) that the clerk shall issue letters in accordance
74387438 with the order when the person to whom the letters are granted has
74397439 qualified according to law. (Tex. Prob. Code, Sec. 181.)
74407440 Sec. 306.004. ISSUANCE OF ORIGINAL LETTERS. When an
74417441 executor or administrator has qualified in the manner required by
74427442 law, the clerk of the court granting the letters testamentary or of
74437443 administration shall promptly issue and deliver the letters to the
74447444 executor or administrator. If more than one person qualifies as
74457445 executor or administrator, the clerk shall issue the letters to
74467446 each person who qualifies. (Tex. Prob. Code, Sec. 182.)
74477447 Sec. 306.005. FORM AND CONTENT OF LETTERS. Letters
74487448 testamentary or of administration shall be in the form of a
74497449 certificate of the clerk of the court granting the letters,
74507450 attested by the court's seal, that states:
74517451 (1) the executor or administrator, as applicable, has
74527452 qualified as executor or administrator in the manner required by
74537453 law;
74547454 (2) the date of the qualification; and
74557455 (3) the name of the decedent. (Tex. Prob. Code, Sec.
74567456 183.)
74577457 Sec. 306.006. REPLACEMENT AND OTHER ADDITIONAL LETTERS.
74587458 When letters testamentary or of administration have been destroyed
74597459 or lost, the clerk shall issue other letters to replace the original
74607460 letters, which have the same effect as the original letters. The
74617461 clerk shall also issue any number of letters as and when requested
74627462 by the person or persons who hold the letters. (Tex. Prob. Code,
74637463 Sec. 187.)
74647464 Sec. 306.007. EFFECT OF LETTERS OR CERTIFICATE. Letters
74657465 testamentary or of administration or a certificate of the clerk of
74667466 the court that granted the letters, under the court's seal,
74677467 indicating that the letters have been issued, is sufficient
74687468 evidence of:
74697469 (1) the appointment and qualification of the personal
74707470 representative of an estate; and
74717471 (2) the date of qualification. (Tex. Prob. Code, Sec.
74727472 186.)
74737473 CHAPTER 307. VALIDITY OF CERTAIN ACTS OF EXECUTORS AND ADMINISTRATORS
74747474 ADMINISTRATORS
74757475 Sec. 307.001. RIGHTS OF GOOD FAITH PURCHASERS
74767476 Sec. 307.002. JOINT EXECUTORS OR ADMINISTRATORS
74777477 CHAPTER 307. VALIDITY OF CERTAIN ACTS OF EXECUTORS AND
74787478 ADMINISTRATORS
74797479 Sec. 307.001. RIGHTS OF GOOD FAITH PURCHASERS. (a) This
74807480 section applies only to an act performed by a qualified executor or
74817481 administrator in that capacity and in conformity with the law and
74827482 the executor's or administrator's authority.
74837483 (b) An act continues to be valid for all intents and
74847484 purposes in regard to the rights of an innocent purchaser who
74857485 purchases any of the estate property from the executor or
74867486 administrator for valuable consideration, in good faith, and
74877487 without notice of any illegality in the title to the property, even
74887488 if the act or the authority under which the act was performed is
74897489 subsequently set aside, annulled, and declared invalid. (Tex.
74907490 Prob. Code, Sec. 188.)
74917491 Sec. 307.002. JOINT EXECUTORS OR ADMINISTRATORS. (a)
74927492 Except as provided by Subsection (b), if there is more than one
74937493 executor or administrator of an estate at the same time, the acts of
74947494 one of the executors or administrators in that capacity are valid as
74957495 if all the executors or administrators had acted jointly. If one of
74967496 the executors or administrators dies, resigns, or is removed, a
74977497 co-executor or co-administrator of the estate shall proceed with
74987498 the administration as if the death, resignation, or removal had not
74997499 occurred.
75007500 (b) If there is more than one executor or administrator of
75017501 an estate at the same time, all of the qualified executors or
75027502 administrators who are acting in that capacity must join in the
75037503 conveyance of real estate unless the court, after due hearing,
75047504 authorizes fewer than all to act. (Tex. Prob. Code, Sec. 240.)
75057505 CHAPTER 308. NOTICE TO BENEFICIARIES AND CLAIMANTS
75067506 SUBCHAPTER A. NOTICE TO CERTAIN BENEFICIARIES AFTER PROBATE OF WILL
75077507 WILL
75087508 Sec. 308.001. DEFINITION
75097509 Sec. 308.002. REQUIRED NOTICE TO CERTAIN BENEFICIARIES
75107510 AFTER PROBATE OF WILL
75117511 Sec. 308.003. CONTENTS OF NOTICE
75127512 Sec. 308.004. AFFIDAVIT OR CERTIFICATE
75137513 [Sections 308.005-308.050 reserved for expansion]
75147514 SUBCHAPTER B. NOTICE TO CLAIMANTS
75157515 Sec. 308.051. REQUIRED NOTICE REGARDING PRESENTMENT OF
75167516 CLAIMS IN GENERAL
75177517 Sec. 308.052. PROOF OF PUBLICATION
75187518 Sec. 308.053. REQUIRED NOTICE TO SECURED CREDITOR
75197519 Sec. 308.054. PERMISSIVE NOTICE TO UNSECURED CREDITOR
75207520 Sec. 308.055. ONE NOTICE SUFFICIENT
75217521 Sec. 308.056. LIABILITY FOR FAILURE TO GIVE REQUIRED
75227522 NOTICE
75237523 CHAPTER 308. NOTICE TO BENEFICIARIES AND CLAIMANTS
75247524 SUBCHAPTER A. NOTICE TO CERTAIN BENEFICIARIES AFTER PROBATE OF
75257525 WILL
75267526 Sec. 308.001. DEFINITION. In this subchapter,
75277527 "beneficiary" means a person, entity, state, governmental agency of
75287528 the state, charitable organization, or trust entitled to receive
75297529 property under the terms of a decedent's will, to be determined for
75307530 purposes of this subchapter with the assumption that each person
75317531 who is alive on the date of the decedent's death survives any period
75327532 required to receive the bequest as specified by the terms of the
75337533 will. (Tex. Prob. Code, Sec. 128A(a), as amended Ch. 801, Acts 80th
75347534 Leg., R.S., 2007.)
75357535 Sec. 308.002. REQUIRED NOTICE TO CERTAIN BENEFICIARIES
75367536 AFTER PROBATE OF WILL. (a) Except as provided by Subsection (c),
75377537 not later than the 60th day after the date of an order admitting a
75387538 decedent's will to probate, the personal representative of the
75397539 decedent's estate, including an independent executor or
75407540 independent administrator, shall give notice that complies with
75417541 Section 308.003 to each beneficiary named in the will whose
75427542 identity and address are known to the representative or, through
75437543 reasonable diligence, can be ascertained. If, after the 60th day
75447544 after the date of the order, the representative becomes aware of the
75457545 identity and address of a beneficiary who was not given notice on or
75467546 before the 60th day, the representative shall give the notice as
75477547 soon as possible after becoming aware of that information.
75487548 (b) Notwithstanding the requirement under Subsection (a)
75497549 that the personal representative give the notice to the
75507550 beneficiary, the representative shall give the notice with respect
75517551 to a beneficiary described by this subsection as follows:
75527552 (1) if the beneficiary is a trust, to the trustee,
75537553 unless the representative is the trustee, in which case the
75547554 representative shall give the notice to the person or class of
75557555 persons first eligible to receive the trust income, to be
75567556 determined for purposes of this subdivision as if the trust were in
75577557 existence on the date of the decedent's death;
75587558 (2) if the beneficiary has a court-appointed guardian
75597559 or conservator, to that guardian or conservator;
75607560 (3) if the beneficiary is a minor for whom no guardian
75617561 or conservator has been appointed, to a parent of the minor; and
75627562 (4) if the beneficiary is a charity that for any reason
75637563 cannot be notified, to the attorney general.
75647564 (c) A personal representative is not required to give the
75657565 notice otherwise required by this section to a beneficiary who:
75667566 (1) made an appearance in the proceeding with respect
75677567 to the decedent's estate before the will was admitted to probate; or
75687568 (2) received a copy of the will that was admitted to
75697569 probate and waived the right to receive the notice in an instrument
75707570 that:
75717571 (A) acknowledges the receipt of the copy of the
75727572 will;
75737573 (B) is signed by the beneficiary; and
75747574 (C) is filed with the court.
75757575 (d) The notice required by this section must be sent by
75767576 registered or certified mail, return receipt requested. (Tex.
75777577 Prob. Code, Secs. 128A(b), (c), (d), (f).)
75787578 Sec. 308.003. CONTENTS OF NOTICE. The notice required by
75797579 Section 308.002 must:
75807580 (1) state:
75817581 (A) the name and address of the beneficiary to
75827582 whom the notice is given or, for a beneficiary described by Section
75837583 308.002(b), the name and address of the beneficiary for whom the
75847584 notice is given and of the person to whom the notice is given;
75857585 (B) the decedent's name;
75867586 (C) that the decedent's will has been admitted to
75877587 probate;
75887588 (D) that the beneficiary to whom or for whom the
75897589 notice is given is named as a beneficiary in the will; and
75907590 (E) the personal representative's name and
75917591 contact information; and
75927592 (2) contain as attachments a copy of the will admitted
75937593 to probate and of the order admitting the will to probate. (Tex.
75947594 Prob. Code, Sec. 128A(e).)
75957595 Sec. 308.004. AFFIDAVIT OR CERTIFICATE. (a) Not later than
75967596 the 90th day after the date of an order admitting a will to probate,
75977597 the personal representative shall file with the clerk of the court
75987598 in which the decedent's estate is pending a sworn affidavit of the
75997599 representative or a certificate signed by the representative's
76007600 attorney stating:
76017601 (1) for each beneficiary to whom notice was required
76027602 to be given under this subchapter, the name and address of the
76037603 beneficiary to whom the representative gave the notice or, for a
76047604 beneficiary described by Section 308.002(b), the name and address
76057605 of the beneficiary and of the person to whom the notice was given;
76067606 (2) the name and address of each beneficiary who filed
76077607 a waiver of the notice;
76087608 (3) the name of each beneficiary whose identity or
76097609 address could not be ascertained despite the representative's
76107610 exercise of reasonable diligence; and
76117611 (4) any other information necessary to explain the
76127612 representative's inability to give the notice to or for any
76137613 beneficiary as required by this subchapter.
76147614 (b) The affidavit or certificate required by Subsection (a)
76157615 may be included with any pleading or other document filed with the
76167616 court clerk, including the inventory, appraisement, and list of
76177617 claims or an application for an extension of the deadline to file
76187618 the inventory, appraisement, and list of claims, provided that the
76197619 pleading or other document is filed not later than the date the
76207620 affidavit or certificate is required to be filed under Subsection
76217621 (a). (Tex. Prob. Code, Secs. 128A(g), (h).)
76227622 [Sections 308.005-308.050 reserved for expansion]
76237623 SUBCHAPTER B. NOTICE TO CLAIMANTS
76247624 Sec. 308.051. REQUIRED NOTICE REGARDING PRESENTMENT OF
76257625 CLAIMS IN GENERAL. (a) Within one month after receiving letters
76267626 testamentary or of administration, a personal representative of an
76277627 estate shall provide notice requiring each person who has a claim
76287628 against the estate to present the claim within the period
76297629 prescribed by law by:
76307630 (1) having the notice published in a newspaper printed
76317631 in the county in which the letters were issued; and
76327632 (2) if the decedent remitted or should have remitted
76337633 taxes administered by the comptroller, sending the notice to the
76347634 comptroller by certified or registered mail.
76357635 (b) Notice provided under Subsection (a) must include:
76367636 (1) the date the letters testamentary or of
76377637 administration were issued to the personal representative;
76387638 (2) the address to which a claim may be presented; and
76397639 (3) an instruction of the representative's choice that
76407640 the claim be addressed in care of:
76417641 (A) the representative;
76427642 (B) the representative's attorney; or
76437643 (C) "Representative, Estate of __________"
76447644 (naming the estate).
76457645 (c) If a newspaper is not printed in the county in which the
76467646 letters testamentary or of administration were issued, the notice
76477647 must be posted and the return made and filed as otherwise required
76487648 by this title. (Tex. Prob. Code, Secs. 294(a), (c).)
76497649 Sec. 308.052. PROOF OF PUBLICATION. A copy of the published
76507650 notice required by Section 308.051(a)(1), together with the
76517651 publisher's affidavit, sworn to and subscribed before a proper
76527652 officer, to the effect that the notice was published as provided in
76537653 this title for the service of citation or notice by publication,
76547654 shall be filed in the court in which the cause is pending. (Tex.
76557655 Prob. Code, Sec. 294(b).)
76567656 Sec. 308.053. REQUIRED NOTICE TO SECURED CREDITOR. (a)
76577657 Within two months after receiving letters testamentary or of
76587658 administration, a personal representative of an estate shall give
76597659 notice of the issuance of the letters to each person the
76607660 representative knows to have a claim for money against the estate
76617661 that is secured by estate property.
76627662 (b) Within a reasonable period after a personal
76637663 representative obtains actual knowledge of the existence of a
76647664 person who has a secured claim for money against the estate and to
76657665 whom notice was not previously given, the representative shall give
76667666 notice to the person of the issuance of the letters testamentary or
76677667 of administration.
76687668 (c) Notice provided under this section must be:
76697669 (1) sent by certified or registered mail, return
76707670 receipt requested; and
76717671 (2) addressed to the record holder of the claim at the
76727672 record holder's last known post office address.
76737673 (d) The following shall be filed with the clerk of the court
76747674 in which the letters testamentary or of administration were issued:
76757675 (1) a copy of each notice and of each return receipt;
76767676 and
76777677 (2) the personal representative's affidavit stating:
76787678 (A) that the notice was mailed as required by
76797679 law; and
76807680 (B) the name of the person to whom the notice was
76817681 mailed, if that name is not shown on the notice or receipt. (Tex.
76827682 Prob. Code, Sec. 295.)
76837683 Sec. 308.054. PERMISSIVE NOTICE TO UNSECURED CREDITOR. (a)
76847684 At any time before an estate administration is closed, a personal
76857685 representative may give notice by certified or registered mail,
76867686 return receipt requested, to an unsecured creditor who has a claim
76877687 for money against the estate.
76887688 (b) Notice given under Subsection (a) must:
76897689 (1) expressly state that the creditor must present the
76907690 claim within four months after the date of the receipt of the notice
76917691 or the claim is barred, if the claim is not barred by the general
76927692 statutes of limitation; and
76937693 (2) include:
76947694 (A) the date the letters testamentary or of
76957695 administration held by the personal representative were issued to
76967696 the representative;
76977697 (B) the address to which the claim may be
76987698 presented; and
76997699 (C) an instruction of the representative's
77007700 choice that the claim be addressed in care of:
77017701 (i) the representative;
77027702 (ii) the representative's attorney; or
77037703 (iii) "Representative, Estate of _______"
77047704 (naming the estate). (Tex. Prob. Code, Sec. 294(d).)
77057705 Sec. 308.055. ONE NOTICE SUFFICIENT. A personal
77067706 representative is not required to give a notice required by Section
77077707 308.051 or 308.053 if another person also appointed as personal
77087708 representative of the estate or a former personal representative of
77097709 the estate has given that notice. (Tex. Prob. Code, Sec. 296.)
77107710 Sec. 308.056. LIABILITY FOR FAILURE TO GIVE REQUIRED
77117711 NOTICE. A personal representative who fails to give a notice
77127712 required by Section 308.051 or 308.053, or to cause the notice to be
77137713 given, and the sureties on the representative's bond are liable for
77147714 any damage a person suffers due to that neglect, unless it appears
77157715 that the person otherwise had notice. (Tex. Prob. Code, Sec. 297.)
77167716 CHAPTER 309. INVENTORY, APPRAISEMENT, AND LIST OF CLAIMS
77177717 SUBCHAPTER A. APPRAISERS
77187718 Sec. 309.001. APPOINTMENT OF APPRAISERS
77197719 Sec. 309.002. APPRAISERS' FEES
77207720 Sec. 309.003. FAILURE OR REFUSAL TO ACT BY APPRAISERS
77217721 [Sections 309.004-309.050 reserved for expansion]
77227722 SUBCHAPTER B. REQUIREMENTS FOR INVENTORY, APPRAISEMENT, AND LIST OF CLAIMS
77237723 OF CLAIMS
77247724 Sec. 309.051. INVENTORY AND APPRAISEMENT
77257725 Sec. 309.052. LIST OF CLAIMS
77267726 Sec. 309.053. AFFIDAVIT OF PERSONAL REPRESENTATIVE
77277727 Sec. 309.054. APPROVAL OR DISAPPROVAL BY THE COURT
77287728 Sec. 309.055. FAILURE OF JOINT PERSONAL
77297729 APPRAISEMENT, AND LIST OF CLAIMS
77307730 [Sections 309.056-309.100 reserved for expansion]
77317731 SUBCHAPTER C. CHANGES TO INVENTORY, APPRAISEMENT, AND LIST OF CLAIMS
77327732 CLAIMS
77337733 Sec. 309.101. DISCOVERY OF ADDITIONAL PROPERTY OR
77347734 CLAIMS
77357735 Sec. 309.102. ADDITIONAL INVENTORY AND APPRAISEMENT OR
77367736 LIST OF CLAIMS
77377737 Sec. 309.103. CORRECTION OF INVENTORY, APPRAISEMENT,
77387738 UNJUST ITEM
77397739 Sec. 309.104. REAPPRAISEMENT
77407740 [Sections 309.105-309.150 reserved for expansion]
77417741 SUBCHAPTER D. USE OF INVENTORY, APPRAISEMENT, AND LIST OF CLAIMS AS EVIDENCE
77427742 EVIDENCE
77437743 Sec. 309.151. USE OF INVENTORY, APPRAISEMENT, AND LIST
77447744 OF CLAIMS AS EVIDENCE
77457745 CHAPTER 309. INVENTORY, APPRAISEMENT, AND LIST OF CLAIMS
77467746 SUBCHAPTER A. APPRAISERS
77477747 Sec. 309.001. APPOINTMENT OF APPRAISERS. (a) At any time
77487748 after letters testamentary or of administration are granted, the
77497749 court, for good cause, on the court's own motion or on the motion of
77507750 an interested party shall appoint at least one but not more than
77517751 three disinterested persons who are residents of the county in
77527752 which the letters were granted to appraise the estate property.
77537753 (b) At any time after letters testamentary or of
77547754 administration are granted, the court, for good cause shown, on the
77557755 court's own motion or on the motion of an interested person shall
77567756 appoint at least one but not more than three disinterested persons
77577757 who are residents of the county in which the letters were granted to
77587758 appraise the estate property.
77597759 (c) If the court makes an appointment under Subsection (a)
77607760 or (b) and part of the estate is located in a county other than the
77617761 county in which the letters were granted, the court, if the court
77627762 considers necessary, may appoint at least one but not more than
77637763 three disinterested persons who are residents of the county in
77647764 which the relevant part of the estate is located to appraise the
77657765 estate property located in that county. (Tex. Prob. Code, Sec. 248,
77667766 as amended Acts 79th Leg., R.S., Chs. 701, 765.)
77677767 Sec. 309.002. APPRAISERS' FEES. An appraiser appointed by
77687768 the court as herein authorized is entitled to receive compensation,
77697769 payable out of the estate, of at least $5 for each day the appraiser
77707770 actually serves in performing the appraiser's duties. (Tex. Prob.
77717771 Code, Sec. 253.)
77727772 Sec. 309.003. FAILURE OR REFUSAL TO ACT BY APPRAISERS. If
77737773 an appraiser appointed under Section 309.001 fails or refuses to
77747774 act, the court by one or more similar orders shall remove the
77757775 appraiser and appoint one or more other appraisers, as the case
77767776 requires. (Tex. Prob. Code, Sec. 249.)
77777777 [Sections 309.004-309.050 reserved for expansion]
77787778 SUBCHAPTER B. REQUIREMENTS FOR INVENTORY, APPRAISEMENT, AND LIST
77797779 OF CLAIMS
77807780 Sec. 309.051. INVENTORY AND APPRAISEMENT. (a) Except as
77817781 provided by Subsection (c) or unless a longer period is granted by
77827782 the court, before the 91st day after the date the personal
77837783 representative qualifies, the representative shall file with the
77847784 court clerk a single written instrument that contains a verified,
77857785 full, and detailed inventory of all estate property that has come
77867786 into the representative's possession or of which the representative
77877787 has knowledge. The inventory must:
77887788 (1) include:
77897789 (A) all estate real property located in this
77907790 state; and
77917791 (B) all estate personal property regardless of
77927792 where the property is located; and
77937793 (2) specify:
77947794 (A) which portion of the property, if any, is
77957795 separate property and which, if any, is community property; and
77967796 (B) if estate property is owned in common with
77977797 others, the interest of the estate in that property and the names
77987798 and relationship, if known, of the co-owners.
77997799 (b) The personal representative shall:
78007800 (1) set out in the inventory the representative's
78017801 appraisement of the fair market value on the date of the decedent's
78027802 death of each item in the inventory; or
78037803 (2) if the court has appointed one or more appraisers
78047804 for the estate under Subchapter A:
78057805 (A) determine the fair market value of each item
78067806 in the inventory with the assistance of the appraiser or
78077807 appraisers; and
78087808 (B) set out that appraisement in the inventory.
78097809 (c) The court for good cause shown may require the personal
78107810 representative to file the inventory and appraisement within a
78117811 shorter period than the period prescribed by Subsection (a).
78127812 (d) The inventory, when approved by the court and filed with
78137813 the court clerk, is for all purposes the inventory and appraisement
78147814 of the estate referred to in this title. (Tex. Prob. Code, Sec.
78157815 250.)
78167816 Sec. 309.052. LIST OF CLAIMS. A complete list of claims due
78177817 or owing to the estate must be attached to the inventory and
78187818 appraisement required by Section 309.051. The list of claims must
78197819 state:
78207820 (1) the name and, if known, address of each person
78217821 indebted to the estate; and
78227822 (2) regarding each claim:
78237823 (A) the nature of the debt, whether by note,
78247824 bill, bond, or other written obligation, or by account or verbal
78257825 contract;
78267826 (B) the date the debt was incurred;
78277827 (C) the date the debt was or is due;
78287828 (D) the amount of the claim, the rate of interest
78297829 on the claim, and the period for which the claim bears interest;
78307830 (E) whether the claim is separate property or
78317831 community property; and
78327832 (F) if any portion of the claim is held in common
78337833 with others, the interest of the estate in the claim and the names
78347834 and relationships, if any, of the other part owners. (Tex. Prob.
78357835 Code, Sec. 251.)
78367836 Sec. 309.053. AFFIDAVIT OF PERSONAL REPRESENTATIVE. The
78377837 personal representative shall attach to the inventory,
78387838 appraisement, and list of claims the representative's affidavit,
78397839 subscribed and sworn to before an officer in the county authorized
78407840 by law to administer oaths, that the inventory, appraisement, and
78417841 list of claims are a true and complete statement of the property and
78427842 claims of the estate of which the representative has knowledge.
78437843 (Tex. Prob. Code, Sec. 252.)
78447844 Sec. 309.054. APPROVAL OR DISAPPROVAL BY THE COURT. (a) On
78457845 the filing of the inventory, appraisement, and list of claims with
78467846 the court clerk, the judge shall examine and approve or disapprove
78477847 the inventory, appraisement, and list of claims.
78487848 (b) If the judge approves the inventory, appraisement, and
78497849 list of claims, the judge shall enter an order to that effect.
78507850 (c) If the judge does not approve the inventory,
78517851 appraisement, or list of claims, the judge:
78527852 (1) shall enter an order to that effect requiring the
78537853 filing of another inventory, appraisement, or list of claims,
78547854 whichever is not approved, within a period specified in the order
78557855 not to exceed 20 days after the date the order is entered; and
78567856 (2) may, if considered necessary, appoint new
78577857 appraisers. (Tex. Prob. Code, Sec. 255.)
78587858 Sec. 309.055. FAILURE OF JOINT PERSONAL REPRESENTATIVES TO
78597859 FILE INVENTORY, APPRAISEMENT, AND LIST OF CLAIMS. (a) If more than
78607860 one personal representative qualifies to serve, any one or more of
78617861 the representatives, on the neglect of the other representatives,
78627862 may make and file an inventory, appraisement, and list of claims.
78637863 (b) A personal representative who neglects to make or file
78647864 an inventory, appraisement, and list of claims may not interfere
78657865 with and does not have any power over the estate after another
78667866 representative makes and files an inventory, appraisement, and list
78677867 of claims.
78687868 (c) The personal representative who files the inventory,
78697869 appraisement, and list of claims is entitled to the whole
78707870 administration unless, before the 61st day after the date the
78717871 representative files the inventory, appraisement, and list of
78727872 claims, one or more delinquent representatives file with the court
78737873 a written, sworn, and reasonable excuse that the court considers
78747874 satisfactory. The court shall enter an order removing one or more
78757875 delinquent representatives and revoking those representatives'
78767876 letters if:
78777877 (1) an excuse is not filed; or
78787878 (2) the court does not consider the filed excuse
78797879 sufficient. (Tex. Prob. Code, Sec. 260.)
78807880 [Sections 309.056-309.100 reserved for expansion]
78817881 SUBCHAPTER C. CHANGES TO INVENTORY, APPRAISEMENT, AND LIST OF
78827882 CLAIMS
78837883 Sec. 309.101. DISCOVERY OF ADDITIONAL PROPERTY OR CLAIMS.
78847884 If after the filing of the inventory, appraisement, and list of
78857885 claims the personal representative acquires possession or
78867886 knowledge of property or claims of the estate not included in the
78877887 inventory, appraisement, and list of claims the representative
78887888 shall promptly file with the court clerk a verified, full, and
78897889 detailed supplemental inventory, appraisement, and list of claims.
78907890 (Tex. Prob. Code, Sec. 256.)
78917891 Sec. 309.102. ADDITIONAL INVENTORY AND APPRAISEMENT OR LIST
78927892 OF CLAIMS. (a) On the written complaint of any interested person
78937893 that property or claims of the estate have not been included in the
78947894 filed inventory, appraisement, and list of claims, the personal
78957895 representative shall be cited to appear before the court in which
78967896 the cause is pending and show cause why the representative should
78977897 not be required to make and file an additional inventory and
78987898 appraisement or list of claims, or both, as applicable.
78997899 (b) After hearing the complaint, if the court is satisfied
79007900 of the truth of the complaint, the court shall enter an order
79017901 requiring the personal representative to make and file an
79027902 additional inventory and appraisement or list of claims, or both,
79037903 as applicable. The additional inventory and appraisement or list
79047904 of claims:
79057905 (1) must be made and filed in the same manner as the
79067906 original inventory and appraisement or list of claims within the
79077907 period prescribed by the court, not to exceed 20 days after the date
79087908 the order is entered; and
79097909 (2) may include only property or claims not previously
79107910 included in the inventory and appraisement or list of claims. (Tex.
79117911 Prob. Code, Sec. 257.)
79127912 Sec. 309.103. CORRECTION OF INVENTORY, APPRAISEMENT, OR
79137913 LIST OF CLAIMS FOR ERRONEOUS OR UNJUST ITEM. (a) Any interested
79147914 person who considers an inventory, appraisement, or list of claims
79157915 filed for the estate to be erroneous or unjust in any particular
79167916 may:
79177917 (1) file a written complaint setting forth the alleged
79187918 erroneous or unjust item; and
79197919 (2) have the personal representative cited to appear
79207920 before the court and show cause why the item should not be
79217921 corrected.
79227922 (b) On the hearing of the complaint, if the court is
79237923 satisfied from the evidence that the inventory, appraisement, or
79247924 list of claims is erroneous or unjust as alleged in the complaint,
79257925 the court shall enter an order:
79267926 (1) specifying the erroneous or unjust item and the
79277927 corrections to be made; and
79287928 (2) appointing appraisers to make a new appraisement
79297929 correcting the erroneous or unjust item and requiring the filing of
79307930 the new appraisement before the 21st day after the date of the
79317931 order.
79327932 (c) The court on the court's own motion or that of the
79337933 personal representative may also have a new appraisement made for
79347934 the purposes described by this section. (Tex. Prob. Code, Sec.
79357935 258.)
79367936 Sec. 309.104. REAPPRAISEMENT. (a) A reappraisement made,
79377937 filed, and approved by the court replaces the original
79387938 appraisement. Not more than one reappraisement may be made.
79397939 (b) Notwithstanding Subsection (a), an interested person
79407940 may object to a reappraisement regardless of whether the court has
79417941 approved the reappraisement. If the court finds that the
79427942 reappraisement is erroneous or unjust, the court shall appraise the
79437943 property on the basis of the evidence before the court. (Tex. Prob.
79447944 Code, Sec. 259.)
79457945 [Sections 309.105-309.150 reserved for expansion]
79467946 SUBCHAPTER D. USE OF INVENTORY, APPRAISEMENT, AND LIST OF CLAIMS AS
79477947 EVIDENCE
79487948 Sec. 309.151. USE OF INVENTORY, APPRAISEMENT, AND LIST OF
79497949 CLAIMS AS EVIDENCE. Each inventory, appraisement, and list of
79507950 claims that has been made, filed, and approved in accordance with
79517951 law, the record of the inventory, appraisement, and list of claims,
79527952 or a copy of an original or the record that has been certified under
79537953 the seal of the county court affixed by the clerk:
79547954 (1) may be given in evidence in any court of this state
79557955 in any suit by or against the personal representative; and
79567956 (2) is not conclusive for or against the
79577957 representative if it is shown that:
79587958 (A) any property or claim of the estate is not
79597959 shown in the originals, the record, or the copies; or
79607960 (B) the value of the property or claim of the
79617961 estate exceeded the value shown in the appraisement or list of
79627962 claims. (Tex. Prob. Code, Sec. 261.)
79637963 CHAPTER 310. ALLOCATION OF ESTATE INCOME AND EXPENSES
79647964 Sec. 310.001. DEFINITION
79657965 Sec. 310.002. APPLICABILITY OF OTHER LAW
79667966 Sec. 310.003. ALLOCATION OF EXPENSES
79677967 Sec. 310.004. INCOME DETERMINATION AND DISTRIBUTION
79687968 Sec. 310.005. TREATMENT OF INCOME RECEIVED BY TRUSTEE
79697969 Sec. 310.006. FREQUENCY AND METHOD OF DETERMINING
79707970 INTERESTS IN CERTAIN ESTATE ASSETS
79717971 CHAPTER 310. ALLOCATION OF ESTATE INCOME AND EXPENSES
79727972 Sec. 310.001. DEFINITION. In this chapter, "undistributed
79737973 assets" includes funds used to pay debts, administration expenses,
79747974 and federal and state estate, inheritance, succession, and
79757975 generation-skipping transfer taxes until the date the debts,
79767976 expenses, and taxes are paid. (Tex. Prob. Code, Sec. 378B(h)
79777977 (part).)
79787978 Sec. 310.002. APPLICABILITY OF OTHER LAW. Chapter 116,
79797979 Property Code, controls to the extent of any conflict between this
79807980 chapter and Chapter 116, Property Code. (Tex. Prob. Code, Sec.
79817981 378B(i).)
79827982 Sec. 310.003. ALLOCATION OF EXPENSES. (a) Except as
79837983 provided by Section 310.004(a) and unless the will provides
79847984 otherwise, all expenses incurred in connection with the settlement
79857985 of a decedent's estate shall be charged against the principal of the
79867986 estate, including:
79877987 (1) debts;
79887988 (2) funeral expenses;
79897989 (3) estate taxes and penalties relating to estate
79907990 taxes; and
79917991 (4) family allowances.
79927992 (b) Fees and expenses of an attorney, accountant, or other
79937993 professional advisor, commissions and expenses of a personal
79947994 representative, court costs, and all other similar fees or expenses
79957995 relating to the administration of the estate and interest relating
79967996 to estate taxes shall be allocated between the income and principal
79977997 of the estate as the executor determines in the executor's
79987998 discretion to be just and equitable. (Tex. Prob. Code, Sec.
79997999 378B(a).)
80008000 Sec. 310.004. INCOME DETERMINATION AND DISTRIBUTION. (a)
80018001 Unless a will provides otherwise, income from the assets of a
80028002 decedent's estate that accrues after the death of the testator and
80038003 before distribution, including income from property used to
80048004 discharge liabilities, shall be:
80058005 (1) determined according to the rules applicable to a
80068006 trustee under the Texas Trust Code (Subtitle B, Title 9, Property
80078007 Code); and
80088008 (2) distributed as provided by Subsections (b) and (c)
80098009 and by Chapter 116, Property Code.
80108010 (b) Income from property devised to a specific devisee shall
80118011 be distributed to the devisee after reduction for:
80128012 (1) property taxes;
80138013 (2) other taxes, including taxes imposed on income
80148014 that accrues during the period of administration and that is
80158015 payable to the devisee;
80168016 (3) ordinary repairs;
80178017 (4) insurance premiums;
80188018 (5) interest accrued after the testator's death; and
80198019 (6) other expenses of management and operation of the
80208020 property.
80218021 (c) The balance of the net income shall be distributed to
80228022 all other devisees after reduction for the balance of property
80238023 taxes, ordinary repairs, insurance premiums, interest accrued,
80248024 other expenses of management and operation of all property from
80258025 which the estate is entitled to income, and taxes imposed on income
80268026 that accrues during the period of administration and that is
80278027 payable or allocable to the devisees, in proportion to the
80288028 devisees' respective interests in the undistributed assets of the
80298029 estate. (Tex. Prob. Code, Secs. 378B(b), (c), (d).)
80308030 Sec. 310.005. TREATMENT OF INCOME RECEIVED BY TRUSTEE.
80318031 Income received by a trustee under this chapter shall be treated as
80328032 income of the trust as provided by Section 116.101, Property Code.
80338033 (Tex. Prob. Code, Sec. 378B(g).)
80348034 Sec. 310.006. FREQUENCY AND METHOD OF DETERMINING INTERESTS
80358035 IN CERTAIN ESTATE ASSETS. Except as required by Sections 2055 and
80368036 2056, Internal Revenue Code of 1986 (26 U.S.C. Sections 2055 and
80378037 2056), the frequency and method of determining the beneficiaries'
80388038 respective interests in the undistributed assets of an estate are
80398039 in the sole and absolute discretion of the executor of the estate.
80408040 The executor may consider all relevant factors, including
80418041 administrative convenience and expense and the interests of the
80428042 various beneficiaries of the estate, to reach a fair and equitable
80438043 result among beneficiaries. (Tex. Prob. Code, Sec. 378B(h)
80448044 (part).)
80458045 [Chapters 311-350 reserved for expansion]
80468046 SUBTITLE H. CONTINUATION OF ADMINISTRATION
80478047 CHAPTER 351. POWERS AND DUTIES OF PERSONAL REPRESENTATIVES IN GENERAL
80488048 GENERAL
80498049 SUBCHAPTER A. GENERAL PROVISIONS
80508050 Sec. 351.001. APPLICABILITY OF COMMON LAW
80518051 Sec. 351.002. APPEAL BOND
80528052 Sec. 351.003. CERTAIN COSTS ADJUDGED AGAINST PERSONAL
80538053 REPRESENTATIVE
80548054 [Sections 351.004-351.050 reserved for expansion]
80558055 SUBCHAPTER B. GENERAL AUTHORITY OF PERSONAL REPRESENTATIVES
80568056 Sec. 351.051. EXERCISE OF AUTHORITY UNDER COURT ORDER
80578057 Sec. 351.052. EXERCISE OF AUTHORITY WITHOUT COURT
80588058 ORDER
80598059 Sec. 351.053. AUTHORITY TO SERVE PENDING APPEAL OF
80608060 APPOINTMENT
80618061 Sec. 351.054. AUTHORITY TO COMMENCE SUITS
80628062 [Sections 351.055-351.100 reserved for expansion]
80638063 SUBCHAPTER C. POSSESSION AND CARE OF ESTATE PROPERTY
80648064 Sec. 351.101. DUTY OF CARE
80658065 Sec. 351.102. POSSESSION OF PERSONAL PROPERTY AND
80668066 RECORDS
80678067 Sec. 351.103. POSSESSION OF PROPERTY HELD IN COMMON
80688068 OWNERSHIP
80698069 Sec. 351.104. ADMINISTRATION OF PARTNERSHIP INTEREST
80708070 Sec. 351.105. HOLDING OF STOCKS, BONDS, AND OTHER
80718071 PERSONAL PROPERTY IN NOMINEE'S NAME
80728072 [Sections 351.106-351.150 reserved for expansion]
80738073 SUBCHAPTER D. COLLECTION OF CLAIMS; RECOVERY OF PROPERTY
80748074 Sec. 351.151. ORDINARY DILIGENCE REQUIRED
80758075 Sec. 351.152. CONTINGENT INTEREST FOR CERTAIN
80768076 ATTORNEY'S FEES; COURT APPROVAL
80778077 Sec. 351.153. RECOVERY OF CERTAIN EXPENSES
80788078 [Sections 351.154-351.200 reserved for expansion]
80798079 SUBCHAPTER E. OPERATION OF BUSINESS
80808080 Sec. 351.201. DEFINITION
80818081 Sec. 351.202. ORDER REQUIRING PERSONAL REPRESENTATIVE
80828082 TO OPERATE BUSINESS
80838083 Sec. 351.203. POWERS OF PERSONAL REPRESENTATIVE
80848084 REGARDING BUSINESS
80858085 Sec. 351.204. FIDUCIARY DUTIES OF PERSONAL
80868086 REPRESENTATIVE REGARDING BUSINESS
80878087 Sec. 351.205. REAL PROPERTY OF BUSINESS; NOTICE
80888088 [Sections 351.206-351.250 reserved for expansion]
80898089 SUBCHAPTER F. AUTHORITY TO ENGAGE IN CERTAIN BORROWING
80908090 Sec. 351.251. MORTGAGE OR PLEDGE OF ESTATE PROPERTY
80918091 AUTHORIZED IN CERTAIN CIRCUMSTANCES
80928092 Sec. 351.252. APPLICATION; ORDER
80938093 Sec. 351.253. TERM OF LOAN OR LIEN EXTENSION
80948094 [Sections 351.254-351.300 reserved for expansion]
80958095 SUBCHAPTER G. PAYMENT OF INCOME OF CERTAIN ESTATES DURING ADMINISTRATION
80968096 ADMINISTRATION
80978097 Sec. 351.301. APPLICABILITY OF SUBCHAPTER
80988098 Sec. 351.302. APPLICATION AND ORDER FOR PAYMENT OF
80998099 CERTAIN ESTATE INCOME
81008100 Sec. 351.303. TREATMENT OF CERTAIN AMOUNTS RECEIVED
81018101 FROM MINERAL LEASE
81028102 [Sections 351.304-351.350 reserved for expansion]
81038103 SUBCHAPTER H. CERTAIN ADMINISTERED ESTATES
81048104 Sec. 351.351. APPLICABILITY
81058105 Sec. 351.352. ENSURING COMPLIANCE WITH LAW
81068106 Sec. 351.353. ANNUAL EXAMINATION OF CERTAIN ESTATES;
81078107 BOND OF PERSONAL REPRESENTATIVE
81088108 Sec. 351.354. JUDGE'S LIABILITY
81098109 Sec. 351.355. IDENTIFYING INFORMATION
81108110 CHAPTER 351. POWERS AND DUTIES OF PERSONAL REPRESENTATIVES IN
81118111 GENERAL
81128112 SUBCHAPTER A. GENERAL PROVISIONS
81138113 Sec. 351.001. APPLICABILITY OF COMMON LAW. The rights,
81148114 powers, and duties of executors and administrators are governed by
81158115 common law principles to the extent that those principles do not
81168116 conflict with the statutes of this state. (Tex. Prob. Code, Sec.
81178117 32.)
81188118 Sec. 351.002. APPEAL BOND. (a) Except as provided by
81198119 Subsection (b), an appeal bond is not required if an appeal is taken
81208120 by an executor or administrator.
81218121 (b) An executor or administrator must give an appeal bond if
81228122 the appeal personally concerns the executor or administrator.
81238123 (Tex. Prob. Code, Sec. 29.)
81248124 Sec. 351.003. CERTAIN COSTS ADJUDGED AGAINST PERSONAL
81258125 REPRESENTATIVE. If a personal representative neglects to perform a
81268126 required duty or is removed for cause, the representative and the
81278127 sureties on the representative's bond are liable for:
81288128 (1) the costs of removal and other additional costs
81298129 incurred that are not expenditures authorized by this title; and
81308130 (2) reasonable attorney's fees incurred in:
81318131 (A) removing the representative; or
81328132 (B) obtaining compliance regarding any statutory
81338133 duty the representative has neglected. (Tex. Prob. Code, Sec.
81348134 245.)
81358135 [Sections 351.004-351.050 reserved for expansion]
81368136 SUBCHAPTER B. GENERAL AUTHORITY OF PERSONAL REPRESENTATIVES
81378137 Sec. 351.051. EXERCISE OF AUTHORITY UNDER COURT ORDER. (a)
81388138 A personal representative of an estate may renew or extend any
81398139 obligation owed by or to the estate on application and order
81408140 authorizing the renewal or extension. If a personal representative
81418141 considers it in the interest of the estate, the representative may,
81428142 on written application to the court and if authorized by court
81438143 order:
81448144 (1) purchase or exchange property;
81458145 (2) take claims or property for the use and benefit of
81468146 the estate in payment of a debt due or owed to the estate;
81478147 (3) compound bad or doubtful debts due or owed to the
81488148 estate;
81498149 (4) make a compromise or settlement in relation to
81508150 property or a claim in dispute or litigation;
81518151 (5) compromise or pay in full any secured claim that
81528152 has been allowed and approved as required by law against the estate
81538153 by conveying to the holder of the claim the real estate or personal
81548154 property securing the claim:
81558155 (A) in full payment, liquidation, and
81568156 satisfaction of the claim; and
81578157 (B) in consideration of cancellation of notes,
81588158 deeds of trust, mortgages, chattel mortgages, or other evidences of
81598159 liens securing the payment of the claim; or
81608160 (6) abandon the administration of burdensome or
81618161 worthless estate property.
81628162 (b) Abandoned property may be foreclosed on by a mortgagee
81638163 or other secured party or a trustee without further court order.
81648164 (Tex. Prob. Code, Sec. 234(a).)
81658165 Sec. 351.052. EXERCISE OF AUTHORITY WITHOUT COURT ORDER.
81668166 (a) A personal representative of an estate may, without
81678167 application to or order of the court:
81688168 (1) release a lien on payment at maturity of the debt
81698169 secured by the lien;
81708170 (2) vote stocks by limited or general proxy;
81718171 (3) pay calls and assessments;
81728172 (4) insure the estate against liability in appropriate
81738173 cases;
81748174 (5) insure estate property against fire, theft, and
81758175 other hazards; or
81768176 (6) pay taxes, court costs, and bond premiums.
81778177 (b) A personal representative who is under court control may
81788178 apply and obtain a court order if the representative has doubts
81798179 regarding the propriety of the exercise of any power listed in
81808180 Subsection (a). (Tex. Prob. Code, Sec. 234(b).)
81818181 Sec. 351.053. AUTHORITY TO SERVE PENDING APPEAL OF
81828182 APPOINTMENT. Pending an appeal from an order or judgment
81838183 appointing an administrator or temporary administrator, the
81848184 appointee shall continue to:
81858185 (1) act as administrator or temporary administrator;
81868186 and
81878187 (2) prosecute any suit then pending in favor of the
81888188 estate. (Tex. Prob. Code, Sec. 28.)
81898189 Sec. 351.054. AUTHORITY TO COMMENCE SUITS. (a) An executor
81908190 or administrator appointed in this state may commence a suit for:
81918191 (1) recovery of personal property, debts, or damages;
81928192 or
81938193 (2) title to or possession of land, any right attached
81948194 to or arising from that land, or an injury or damage done to that
81958195 land.
81968196 (b) A judgment in a suit described by Subsection (a) is
81978197 conclusive, but may be set aside by any interested person for fraud
81988198 or collusion on the executor's or administrator's part. (Tex. Prob.
81998199 Code, Sec. 233A.)
82008200 [Sections 351.055-351.100 reserved for expansion]
82018201 SUBCHAPTER C. POSSESSION AND CARE OF ESTATE PROPERTY
82028202 Sec. 351.101. DUTY OF CARE. An executor or administrator of
82038203 an estate shall take care of estate property as a prudent person
82048204 would take of that person's own property, and if any buildings
82058205 belong to the estate, the executor or administrator shall keep
82068206 those buildings in good repair, except for extraordinary
82078207 casualties, unless directed by a court order not to do so. (Tex.
82088208 Prob. Code, Sec. 230.)
82098209 Sec. 351.102. POSSESSION OF PERSONAL PROPERTY AND RECORDS.
82108210 (a) Immediately after receiving letters testamentary or of
82118211 administration, the personal representative of an estate shall
82128212 collect and take possession of the estate's personal property,
82138213 record books, title papers, and other business papers.
82148214 (b) The personal representative shall deliver the property,
82158215 books, and papers described by Subsection (a) that are in the
82168216 representative's possession to the person or persons legally
82178217 entitled to the property, books, and papers when:
82188218 (1) the administration of the estate is closed; or
82198219 (2) a successor personal representative receives
82208220 letters testamentary or of administration. (Tex. Prob. Code, Sec.
82218221 232.)
82228222 Sec. 351.103. POSSESSION OF PROPERTY HELD IN COMMON
82238223 OWNERSHIP. If an estate holds or owns any property in common or as
82248224 part owner with another, the personal representative of the estate
82258225 is entitled to possession of the property in common with the other
82268226 part owner or owners in the same manner as other owners in common or
82278227 joint owners are entitled to possession of the property. (Tex.
82288228 Prob. Code, Sec. 235.)
82298229 Sec. 351.104. ADMINISTRATION OF PARTNERSHIP INTEREST. (a)
82308230 If a decedent was a partner in a general partnership and the
82318231 partnership agreement or articles of partnership provide that, on
82328232 the death of a partner, the partner's personal representative is
82338233 entitled to that partner's place in the partnership, a personal
82348234 representative accordingly contracting to enter the partnership
82358235 under the partnership agreement or articles of partnership is, to
82368236 the extent allowed by law, liable to a third person only to the
82378237 extent of:
82388238 (1) the deceased partner's capital in the partnership;
82398239 and
82408240 (2) the estate's assets held by the representative.
82418241 (b) This section does not exonerate a personal
82428242 representative from liability for the representative's negligence.
82438243 (Tex. Prob. Code, Sec. 238A.)
82448244 Sec. 351.105. HOLDING OF STOCKS, BONDS, AND OTHER PERSONAL
82458245 PROPERTY IN NOMINEE'S NAME. (a) Unless otherwise provided by the
82468246 will, a personal representative of an estate may cause stocks,
82478247 bonds, and other personal property of the estate to be registered
82488248 and held in the name of a nominee without mentioning the fiduciary
82498249 relationship in any instrument or record constituting or evidencing
82508250 title to that property. The representative is liable for the acts
82518251 of the nominee with respect to property registered in this manner.
82528252 The representative's records must at all times show the ownership
82538253 of the property.
82548254 (b) Any property registered in the manner described by
82558255 Subsection (a) shall be kept:
82568256 (1) in the possession and control of the personal
82578257 representative at all times; and
82588258 (2) separate from the representative's individual
82598259 property. (Tex. Prob. Code, Sec. 398A.)
82608260 [Sections 351.106-351.150 reserved for expansion]
82618261 SUBCHAPTER D. COLLECTION OF CLAIMS; RECOVERY OF PROPERTY
82628262 Sec. 351.151. ORDINARY DILIGENCE REQUIRED. (a) If there is
82638263 a reasonable prospect of collecting the claims or recovering the
82648264 property of an estate, the personal representative of the estate
82658265 shall use ordinary diligence to:
82668266 (1) collect all claims and debts due the estate; and
82678267 (2) recover possession of all property to which the
82688268 estate has claim or title.
82698269 (b) If a personal representative wilfully neglects to use
82708270 the ordinary diligence required under Subsection (a), the
82718271 representative and the sureties on the representative's bond are
82728272 liable, on the suit of any person interested in the estate, for the
82738273 use of the estate, for the amount of those claims or the value of
82748274 that property lost by the neglect. (Tex. Prob. Code, Sec. 233(a).)
82758275 Sec. 351.152. CONTINGENT INTEREST FOR CERTAIN ATTORNEY'S
82768276 FEES; COURT APPROVAL. (a) Except as provided by Subsection (b) and
82778277 subject only to the approval of the court in which the estate is
82788278 being administered, a personal representative may convey or enter
82798279 into a contract to convey for attorney services a contingent
82808280 interest in any property sought to be recovered, not to exceed a
82818281 one-third interest in the property.
82828282 (b) A personal representative, including an independent
82838283 executor or independent administrator, may convey or enter into a
82848284 contract to convey for attorney services a contingent interest in
82858285 any property sought to be recovered under this subchapter in an
82868286 amount that exceeds a one-third interest in the property only on the
82878287 approval of the court in which the estate is being administered.
82888288 The court must approve a contract entered into or conveyance made
82898289 under this section before an attorney performs any legal services.
82908290 A contract entered into or a conveyance made in violation of this
82918291 section is void unless the court ratifies or reforms the contract or
82928292 documents relating to the conveyance to the extent necessary to
82938293 make the contract or conveyance meet the requirements of this
82948294 section.
82958295 (c) In approving a contract or conveyance under this
82968296 section, the court shall consider:
82978297 (1) the time and labor required, the novelty and
82988298 difficulty of the questions involved, and the skill required to
82998299 perform the legal services properly;
83008300 (2) the fee customarily charged in the locality for
83018301 similar legal services;
83028302 (3) the value of the property recovered or sought to be
83038303 recovered by the personal representative under this subchapter;
83048304 (4) the benefits to the estate that the attorney will
83058305 be responsible for securing; and
83068306 (5) the experience and ability of the attorney who
83078307 will perform the services. (Tex. Prob. Code, Secs. 233(b), (c),
83088308 (d).)
83098309 Sec. 351.153. RECOVERY OF CERTAIN EXPENSES. On proof
83108310 satisfactory to the court, a personal representative of an estate
83118311 is entitled to all necessary and reasonable expenses incurred by
83128312 the representative in:
83138313 (1) collecting or attempting to collect a claim or
83148314 debt owed to the estate; or
83158315 (2) recovering or attempting to recover property to
83168316 which the estate has a title or claim. (Tex. Prob. Code, Sec.
83178317 233(e).)
83188318 [Sections 351.154-351.200 reserved for expansion]
83198319 SUBCHAPTER E. OPERATION OF BUSINESS
83208320 Sec. 351.201. DEFINITION. In this subchapter, "business"
83218321 includes a farm, ranch, or factory. (Tex. Prob. Code, Sec. 238(a).)
83228322 Sec. 351.202. ORDER REQUIRING PERSONAL REPRESENTATIVE TO
83238323 OPERATE BUSINESS. (a) A court, after notice to all interested
83248324 persons and a hearing, may order the personal representative of an
83258325 estate to operate a business that is part of the estate and may
83268326 grant the representative the powers to operate the business that
83278327 the court determines are appropriate, after considering the factors
83288328 listed in Subsection (b), if:
83298329 (1) the disposition of the business has not been
83308330 specifically directed by the decedent's will;
83318331 (2) it is not necessary to sell the business at once
83328332 for the payment of debts or for any other lawful purpose; and
83338333 (3) the court determines that the operation of the
83348334 business by the representative is in the best interest of the
83358335 estate.
83368336 (b) In determining which powers to grant a personal
83378337 representative in an order entered under Subsection (a), the court
83388338 shall consider:
83398339 (1) the condition of the estate and the business;
83408340 (2) the necessity that may exist for the future sale of
83418341 the business or of business property to provide for payment of debts
83428342 or claims against the estate or other lawful expenditures with
83438343 respect to the estate;
83448344 (3) the effect of the order on the speedy settlement of
83458345 the estate; and
83468346 (4) the best interests of the estate. (Tex. Prob.
83478347 Code, Secs. 238(b), (f).)
83488348 Sec. 351.203. POWERS OF PERSONAL REPRESENTATIVE REGARDING
83498349 BUSINESS. (a) A personal representative granted authority to
83508350 operate a business in an order entered under Section 351.202(a) has
83518351 the powers granted under Section 351.052, regardless of whether the
83528352 order specifies that the representative has those powers, unless
83538353 the order specifically provides that the representative does not
83548354 have one or more of the powers listed in Section 351.052.
83558355 (b) In addition to the powers granted to the personal
83568356 representative under Section 351.052, subject to any specific
83578357 limitation on those powers in accordance with Subsection (a), an
83588358 order entered under Section 351.202(a) may grant the representative
83598359 one or more of the following powers:
83608360 (1) the power to hire, pay, and terminate the
83618361 employment of employees of the business;
83628362 (2) the power to incur debt on behalf of the business,
83638363 including debt secured by liens against assets of the business or
83648364 estate, if permitted or directed by the order;
83658365 (3) the power to purchase and sell property in the
83668366 ordinary course of the operation of the business, including the
83678367 power to purchase and sell real property if the court finds that the
83688368 principal purpose of the business is the purchasing and selling of
83698369 real property and the order states that finding;
83708370 (4) the power to enter into a lease or contract, the
83718371 term of which may extend beyond the settlement of the estate, but
83728372 only to the extent that granting the power appears to be consistent
83738373 with the speedy settlement of the estate; and
83748374 (5) any other power the court finds necessary with
83758375 respect to the operation of the business.
83768376 (c) If the order entered under Section 351.202(a) gives the
83778377 personal representative the power to purchase, sell, lease, or
83788378 otherwise encumber property:
83798379 (1) the purchase, sale, lease, or encumbrance is
83808380 governed by the terms of the order; and
83818381 (2) the representative is not required to comply with
83828382 any other provision of this title regarding the purchase, sale,
83838383 lease, or encumbrance, including any provision requiring citation
83848384 or notice. (Tex. Prob. Code, Secs. 238(c), (d), (e).)
83858385 Sec. 351.204. FIDUCIARY DUTIES OF PERSONAL REPRESENTATIVE
83868386 REGARDING BUSINESS. (a) A personal representative who operates a
83878387 business under an order entered under Section 351.202(a) has the
83888388 same fiduciary duties as a representative who does not operate a
83898389 business that is part of an estate.
83908390 (b) In operating a business under an order entered under
83918391 Section 351.202(a), a personal representative shall consider:
83928392 (1) the condition of the estate and the business;
83938393 (2) the necessity that may exist for the future sale of
83948394 the business or of business property to provide for payment of debts
83958395 or claims against the estate or other lawful expenditures with
83968396 respect to the estate;
83978397 (3) the effect of the order on the speedy settlement of
83988398 the estate; and
83998399 (4) the best interests of the estate.
84008400 (c) A personal representative who operates a business under
84018401 an order entered under Section 351.202(a) shall report to the court
84028402 with respect to the operation and condition of the business as part
84038403 of the accounts required by Chapters 359 and 362, unless the court
84048404 orders the reports regarding the business to be made more
84058405 frequently or in a different manner or form. (Tex. Prob. Code, Sec.
84068406 238(g).)
84078407 Sec. 351.205. REAL PROPERTY OF BUSINESS; NOTICE. (a) A
84088408 personal representative shall file a notice in the real property
84098409 records of the county in which the real property is located before
84108410 purchasing, selling, leasing, or otherwise encumbering any real
84118411 property of the business in accordance with an order entered under
84128412 Section 351.202(a).
84138413 (b) The notice filed under Subsection (a) must:
84148414 (1) state:
84158415 (A) the decedent's name;
84168416 (B) the county of the court in which the
84178417 decedent's estate is pending;
84188418 (C) the cause number assigned to the pending
84198419 estate; and
84208420 (D) that one or more orders have been entered
84218421 under Section 351.202(a); and
84228422 (2) include a description of the property that is the
84238423 subject of the purchase, sale, lease, or other encumbrance.
84248424 (c) For purposes of determining a personal representative's
84258425 authority with respect to a purchase, sale, lease, or other
84268426 encumbrance of real property of a business that is part of an
84278427 estate, a third party who deals in good faith with the
84288428 representative with respect to the transaction may rely on the
84298429 notice filed under Subsection (a) and an order entered under
84308430 Section 351.202(a) and filed as part of the estate records
84318431 maintained by the clerk of the court in which the estate is pending.
84328432 (Tex. Prob. Code, Secs. 238(h), (i).)
84338433 [Sections 351.206-351.250 reserved for expansion]
84348434 SUBCHAPTER F. AUTHORITY TO ENGAGE IN CERTAIN BORROWING
84358435 Sec. 351.251. MORTGAGE OR PLEDGE OF ESTATE PROPERTY
84368436 AUTHORIZED IN CERTAIN CIRCUMSTANCES. Under order of the court, a
84378437 personal representative of an estate may mortgage or pledge by deed
84388438 of trust or otherwise as security for an indebtedness any property
84398439 of the estate as necessary for:
84408440 (1) the payment of any ad valorem, income, gift,
84418441 estate, inheritance, or transfer taxes on the transfer of an estate
84428442 or due from a decedent or the estate, regardless of whether those
84438443 taxes are assessed by a state, a political subdivision of a state,
84448444 the federal government, or a foreign country;
84458445 (2) the payment of expenses of administration,
84468446 including amounts necessary for operation of a business, farm, or
84478447 ranch owned by the estate;
84488448 (3) the payment of claims allowed and approved, or
84498449 established by suit, against the estate; or
84508450 (4) the renewal and extension of an existing lien.
84518451 (Tex. Prob. Code, Sec. 329(a).)
84528452 Sec. 351.252. APPLICATION; ORDER. (a) If necessary to
84538453 borrow money for a purpose described by Section 351.251 or to create
84548454 or extend a lien on estate property as security, the personal
84558455 representative of the estate shall file a sworn application for
84568456 that authority with the court. The application must state fully and
84578457 in detail the circumstances that the representative believes make
84588458 the granting of the authority necessary.
84598459 (b) On the filing of an application under Subsection (a),
84608460 the clerk shall issue and have posted a citation to all interested
84618461 persons, stating the nature of the application and requiring any
84628462 interested person who chooses to do so to appear and show cause, if
84638463 any, why the application should not be granted.
84648464 (c) If satisfied by the evidence adduced at the hearing on
84658465 an application filed under Subsection (a) that it is in the interest
84668466 of the estate to borrow money or to extend and renew an existing
84678467 lien, the court shall issue an order to that effect that sets out
84688468 the terms of the authority granted under the order.
84698469 (d) If a new lien is created on estate property, the court
84708470 may require, for the protection of the estate and the creditors,
84718471 that the personal representative's general bond be increased or an
84728472 additional bond given, as for the sale of real property belonging to
84738473 the estate. (Tex. Prob. Code, Secs. 329(b), (c) (part).)
84748474 Sec. 351.253. TERM OF LOAN OR LIEN EXTENSION. Except as
84758475 otherwise provided by this section, the term of a loan or lien
84768476 renewal authorized under Section 351.252 may not exceed a period of
84778477 three years from the date original letters testamentary or of
84788478 administration are granted to the personal representative of the
84798479 affected estate. The court may authorize an extension of a lien
84808480 renewed under Section 351.252 for not more than one additional year
84818481 without further citation or notice. (Tex. Prob. Code, Sec. 329(c)
84828482 (part).)
84838483 [Sections 351.254-351.300 reserved for expansion]
84848484 SUBCHAPTER G. PAYMENT OF INCOME OF CERTAIN ESTATES DURING
84858485 ADMINISTRATION
84868486 Sec. 351.301. APPLICABILITY OF SUBCHAPTER. This subchapter
84878487 applies only to the estate of a decedent that is being administered
84888488 under the direction, control, and orders of a court in the exercise
84898489 of the court's probate jurisdiction. (Tex. Prob. Code, Sec. 239
84908490 (part).)
84918491 Sec. 351.302. APPLICATION AND ORDER FOR PAYMENT OF CERTAIN
84928492 ESTATE INCOME. (a) On the application of the executor or
84938493 administrator of an estate or of any interested party, and after
84948494 notice of the application has been given by posting, the court may
84958495 order and direct the executor or administrator to pay, or credit to
84968496 the account of, those persons who the court finds will own the
84978497 estate assets when administration on the estate is completed, and
84988498 in the same proportions, that part of the annual net income received
84998499 by or accruing to the estate that the court finds can conveniently
85008500 be paid to those owners without prejudice to the rights of
85018501 creditors, legatees, or other interested parties, if:
85028502 (1) it appears from evidence introduced at a hearing
85038503 on the application, and the court finds, that the reasonable market
85048504 value of the estate assets on hand at that time, excluding the
85058505 annual income from the estate assets, is at least twice the
85068506 aggregate amount of all unpaid debts, administration expenses, and
85078507 legacies; and
85088508 (2) no estate creditor or legatee has appeared and
85098509 objected.
85108510 (b) Except as otherwise provided by this title, nothing in
85118511 this subchapter authorizes the court to order paid over to the
85128512 owners of the estate any part of the principal of the estate. (Tex.
85138513 Prob. Code, Sec. 239 (part).)
85148514 Sec. 351.303. TREATMENT OF CERTAIN AMOUNTS RECEIVED FROM
85158515 MINERAL LEASE. For the purposes of this subchapter, bonuses,
85168516 rentals, and royalties received for or from an oil, gas, or other
85178517 mineral lease shall be treated as income rather than as principal.
85188518 (Tex. Prob. Code, Sec. 239 (part).)
85198519 [Sections 351.304-351.350 reserved for expansion]
85208520 SUBCHAPTER H. CERTAIN ADMINISTERED ESTATES
85218521 Sec. 351.351. APPLICABILITY. This subchapter does not
85228522 apply to:
85238523 (1) the appointment of an independent executor or
85248524 administrator under Section 145(c), (d), or (e); or
85258525 (2) the appointment of a successor independent
85268526 executor under Section 154A. (Tex. Prob. Code, Secs. 145(q)
85278527 (part), 154A(i) (part).)
85288528 Sec. 351.352. ENSURING COMPLIANCE WITH LAW. A county or
85298529 probate court shall use reasonable diligence to see that personal
85308530 representatives of estates administered under court orders and
85318531 other officers of the court perform the duty enjoined on them by law
85328532 applicable to those estates. (Tex. Prob. Code, Sec. 36(a) (part).)
85338533 Sec. 351.353. ANNUAL EXAMINATION OF CERTAIN ESTATES; BOND
85348534 OF PERSONAL REPRESENTATIVE. For each estate administered under
85358535 orders of a county or probate court, the judge shall, if the judge
85368536 considers it necessary, annually examine the condition of the
85378537 estate and the solvency of the bond of the estate's personal
85388538 representative. If the judge finds the representative's bond is
85398539 not sufficient to protect the estate, the judge shall require the
85408540 representative to execute a new bond in accordance with law. In
85418541 each case, the judge, as provided by law, shall notify the
85428542 representative and the sureties on the representative's bond.
85438543 (Tex. Prob. Code, Sec. 36(a) (part).)
85448544 Sec. 351.354. JUDGE'S LIABILITY. A judge is liable on the
85458545 judge's bond to those damaged if damage or loss results to an estate
85468546 administered under orders of a county or probate court from the
85478547 gross neglect of the judge to use reasonable diligence in the
85488548 performance of the judge's duty under this subchapter. (Tex. Prob.
85498549 Code, Sec. 36(a) (part).)
85508550 Sec. 351.355. IDENTIFYING INFORMATION. (a) The court may
85518551 request an applicant or court-appointed fiduciary to produce other
85528552 information identifying an applicant, decedent, or personal
85538553 representative, including a social security number, in addition to
85548554 identifying information the applicant or fiduciary is required to
85558555 produce under this title.
85568556 (b) The court shall maintain any information required under
85578557 this section, and the information may not be filed with the clerk.
85588558 (Tex. Prob. Code, Sec. 36(b).)
85598559 CHAPTER 352. COMPENSATION AND EXPENSES OF PERSONAL REPRESENTATIVES AND OTHERS
85608560 AND OTHERS
85618561 SUBCHAPTER A. COMPENSATION OF PERSONAL REPRESENTATIVES
85628562 Sec. 352.001. DEFINITION
85638563 Sec. 352.002. STANDARD COMPENSATION
85648564 Sec. 352.003. ALTERNATE COMPENSATION
85658565 Sec. 352.004. DENIAL OF COMPENSATION
85668566 [Sections 352.005-352.050 reserved for expansion]
85678567 SUBCHAPTER B. EXPENSES OF PERSONAL REPRESENTATIVES AND OTHERS
85688568 Sec. 352.051. EXPENSES; ATTORNEY'S FEES
85698569 Sec. 352.052. ALLOWANCE FOR DEFENSE OF WILL
85708570 Sec. 352.053. EXPENSE CHARGES
85718571 CHAPTER 352. COMPENSATION AND EXPENSES OF PERSONAL REPRESENTATIVES
85728572 AND OTHERS
85738573 SUBCHAPTER A. COMPENSATION OF PERSONAL REPRESENTATIVES
85748574 Sec. 352.001. DEFINITION. In this subchapter, "financial
85758575 institution" means an organization authorized to engage in business
85768576 under state or federal laws relating to financial institutions,
85778577 including:
85788578 (1) a bank;
85798579 (2) a trust company;
85808580 (3) a savings bank;
85818581 (4) a building and loan association;
85828582 (5) a savings and loan company or association; and
85838583 (6) a credit union. (Tex. Prob. Code, Sec. 241(b).)
85848584 Sec. 352.002. STANDARD COMPENSATION. (a) An executor,
85858585 administrator, or temporary administrator a court finds to have
85868586 taken care of and managed an estate in compliance with the standards
85878587 of this title is entitled to receive a five percent commission on
85888588 all amounts that the executor or administrator actually receives or
85898589 pays out in cash in the administration of the estate.
85908590 (b) The commission described by Subsection (a):
85918591 (1) may not exceed, in the aggregate, more than five
85928592 percent of the gross fair market value of the estate subject to
85938593 administration; and
85948594 (2) is not allowed for:
85958595 (A) receiving funds belonging to the testator or
85968596 intestate that were, at the time of the testator's or intestate's
85978597 death, either on hand or held for the testator or intestate in a
85988598 financial institution or a brokerage firm, including cash or a cash
85998599 equivalent held in a checking account, savings account, certificate
86008600 of deposit, or money market account;
86018601 (B) collecting the proceeds of a life insurance
86028602 policy; or
86038603 (C) paying out cash to an heir or legatee in that
86048604 person's capacity as an heir or legatee. (Tex. Prob. Code, Sec.
86058605 241(a) (part).)
86068606 Sec. 352.003. ALTERNATE COMPENSATION. (a) The court may
86078607 allow an executor, administrator, or temporary administrator
86088608 reasonable compensation for the executor's or administrator's
86098609 services, including unusual efforts to collect funds or life
86108610 insurance, if:
86118611 (1) the executor or administrator manages a farm,
86128612 ranch, factory, or other business of the estate; or
86138613 (2) the compensation calculated under Section 352.002
86148614 is unreasonably low.
86158615 (b) The county court has jurisdiction to receive, consider,
86168616 and act on applications from independent executors for purposes of
86178617 this section. (Tex. Prob. Code, Sec. 241(a) (part).)
86188618 Sec. 352.004. DENIAL OF COMPENSATION. The court may, on
86198619 application of an interested person or on the court's own motion,
86208620 wholly or partly deny a commission allowed by this subchapter if:
86218621 (1) the court finds that the executor or administrator
86228622 has not taken care of and managed estate property prudently; or
86238623 (2) the executor or administrator has been removed
86248624 under Section 149C or Subchapter B, Chapter 361. (Tex. Prob. Code,
86258625 Sec. 241(a) (part).)
86268626 [Sections 352.005-352.050 reserved for expansion]
86278627 SUBCHAPTER B. EXPENSES OF PERSONAL REPRESENTATIVES AND OTHERS
86288628 Sec. 352.051. EXPENSES; ATTORNEY'S FEES. On proof
86298629 satisfactory to the court, a personal representative of an estate
86308630 is entitled to:
86318631 (1) necessary and reasonable expenses incurred by the
86328632 representative in:
86338633 (A) preserving, safekeeping, and managing the
86348634 estate;
86358635 (B) collecting or attempting to collect claims or
86368636 debts; and
86378637 (C) recovering or attempting to recover property
86388638 to which the estate has a title or claim; and
86398639 (2) reasonable attorney's fees necessarily incurred in
86408640 connection with the proceedings and management of the estate. (Tex.
86418641 Prob. Code, Sec. 242.)
86428642 Sec. 352.052. ALLOWANCE FOR DEFENSE OF WILL. (a) A person
86438643 designated as executor in a will or an alleged will, or as
86448644 administrator with the will or alleged will annexed, who, for the
86458645 purpose of having the will or alleged will admitted to probate,
86468646 defends the will or alleged will or prosecutes any proceeding in
86478647 good faith and with just cause, whether or not successful, shall be
86488648 allowed out of the estate the executor's or administrator's
86498649 necessary expenses and disbursements in those proceedings,
86508650 including reasonable attorney's fees.
86518651 (b) A person designated as a devisee in or beneficiary of a
86528652 will or an alleged will, or as administrator with the will or
86538653 alleged will annexed, who, for the purpose of having the will or
86548654 alleged will admitted to probate, defends the will or alleged will
86558655 or prosecutes any proceeding in good faith and with just cause,
86568656 whether or not successful, may be allowed out of the estate the
86578657 person's necessary expenses and disbursements in those
86588658 proceedings, including reasonable attorney's fees. (Tex. Prob.
86598659 Code, Sec. 243.)
86608660 Sec. 352.053. EXPENSE CHARGES. (a) The court shall act on
86618661 expense charges in the same manner as other claims against the
86628662 estate.
86638663 (b) All expense charges shall be:
86648664 (1) made in writing, showing specifically each item of
86658665 expense and the date of the expense;
86668666 (2) verified by the personal representative's
86678667 affidavit;
86688668 (3) filed with the clerk; and
86698669 (4) entered on the claim docket. (Tex. Prob. Code,
86708670 Sec. 244.)
86718671 CHAPTER 353. EXEMPT PROPERTY AND FAMILY ALLOWANCE
86728672 SUBCHAPTER A. GENERAL PROVISIONS
86738673 Sec. 353.001. TREATMENT OF CERTAIN CHILDREN
86748674 [Sections 353.002-353.050 reserved for expansion]
86758675 SUBCHAPTER B. EXEMPT PROPERTY; ALLOWANCE IN LIEU OF EXEMPT PROPERTY
86768676 PROPERTY
86778677 Sec. 353.051. EXEMPT PROPERTY TO BE SET ASIDE
86788678 Sec. 353.052. DELIVERY OF EXEMPT PROPERTY
86798679 Sec. 353.053. ALLOWANCE IN LIEU OF EXEMPT PROPERTY
86808680 Sec. 353.054. PAYMENT OF ALLOWANCE IN LIEU OF EXEMPT
86818681 PROPERTY
86828682 Sec. 353.055. METHOD OF PAYING ALLOWANCE IN LIEU OF
86838683 EXEMPT PROPERTY
86848684 Sec. 353.056. SALE OF PROPERTY TO RAISE FUNDS FOR
86858685 ALLOWANCE IN LIEU OF EXEMPT PROPERTY
86868686 [Sections 353.057-353.100 reserved for expansion]
86878687 SUBCHAPTER C. FAMILY ALLOWANCE
86888688 Sec. 353.101. FAMILY ALLOWANCE
86898689 Sec. 353.102. AMOUNT AND METHOD OF PAYMENT OF FAMILY
86908690 ALLOWANCE
86918691 Sec. 353.103. ORDER FIXING FAMILY ALLOWANCE
86928692 Sec. 353.104. PREFERENCE OF FAMILY ALLOWANCE
86938693 Sec. 353.105. PAYMENT OF FAMILY ALLOWANCE
86948694 Sec. 353.106. SURVIVING SPOUSE OR MINOR CHILDREN MAY
86958695 ALLOWANCE
86968696 Sec. 353.107. SALE OF ESTATE PROPERTY TO RAISE FUNDS
86978697 FOR FAMILY ALLOWANCE
86988698 [Sections 353.108-353.150 reserved for expansion]
86998699 SUBCHAPTER D. LIENS ON AND DISPOSITION OF EXEMPT PROPERTY AND PROPERTY TAKEN AS ALLOWANCE
87008700 PROPERTY TAKEN AS ALLOWANCE
87018701 Sec. 353.151. LIENS
87028702 Sec. 353.152. DISTRIBUTION OF EXEMPT PROPERTY OF
87038703 SOLVENT ESTATE
87048704 Sec. 353.153. TITLE TO PROPERTY OF INSOLVENT ESTATE
87058705 Sec. 353.154. CERTAIN PROPERTY NOT CONSIDERED IN
87068706 DETERMINING SOLVENCY
87078707 Sec. 353.155. EXEMPT PROPERTY LIABLE FOR CERTAIN DEBTS
87088708 CHAPTER 353. EXEMPT PROPERTY AND FAMILY ALLOWANCE
87098709 SUBCHAPTER A. GENERAL PROVISIONS
87108710 Sec. 353.001. TREATMENT OF CERTAIN CHILDREN. For purposes
87118711 of distributing exempt property and making a family allowance, a
87128712 child is a child of his or her mother and a child of his or her
87138713 father, as provided by Sections 201.051, 201.052, and 201.053.
87148714 (Tex. Prob. Code, Sec. 42(c) (part).)
87158715 [Sections 353.002-353.050 reserved for expansion]
87168716 SUBCHAPTER B. EXEMPT PROPERTY; ALLOWANCE IN LIEU OF EXEMPT
87178717 PROPERTY
87188718 Sec. 353.051. EXEMPT PROPERTY TO BE SET ASIDE. (a) Unless
87198719 an application and verified affidavit are filed as provided by
87208720 Subsection (b), immediately after the inventory, appraisement, and
87218721 list of claims of an estate are approved, the court by order shall
87228722 set aside:
87238723 (1) the homestead for the use and benefit of the
87248724 decedent's surviving spouse and minor children; and
87258725 (2) all other estate property that is exempt from
87268726 execution or forced sale by the constitution and laws of this state
87278727 for the use and benefit of the decedent's:
87288728 (A) surviving spouse and minor children; and
87298729 (B) unmarried children remaining with the
87308730 decedent's family.
87318731 (b) Before the inventory, appraisement, and list of claims
87328732 of an estate are approved:
87338733 (1) the decedent's surviving spouse or any other
87348734 person authorized to act on behalf of the decedent's minor children
87358735 may apply to the court to have exempt property, including the
87368736 homestead, set aside by filing an application and a verified
87378737 affidavit listing all property that the applicant claims is exempt;
87388738 and
87398739 (2) any of the decedent's unmarried children remaining
87408740 with the decedent's family may apply to the court to have all exempt
87418741 property, other than the homestead, set aside by filing an
87428742 application and a verified affidavit listing all property, other
87438743 than the homestead, that the applicant claims is exempt.
87448744 (c) At a hearing on an application filed under Subsection
87458745 (b), the applicant has the burden of proof by a preponderance of the
87468746 evidence. The court shall set aside property of the decedent's
87478747 estate that the court finds is exempt. (Tex. Prob. Code, Sec. 271.)
87488748 Sec. 353.052. DELIVERY OF EXEMPT PROPERTY. (a) The
87498749 executor or administrator of an estate shall deliver, without
87508750 delay, exempt property that has been set aside for the decedent's
87518751 surviving spouse and children in accordance with this section.
87528752 (b) If there is a surviving spouse and there are no children
87538753 of the decedent, or if all the children of the decedent are also the
87548754 children of the surviving spouse, the executor or administrator
87558755 shall deliver all exempt property to the surviving spouse.
87568756 (c) If there is a surviving spouse and there are children of
87578757 the decedent who are not also children of the surviving spouse, the
87588758 executor or administrator shall deliver the share of those children
87598759 in exempt property, other than the homestead, to:
87608760 (1) the children, if the children are of legal age; or
87618761 (2) the children's guardian, if the children are
87628762 minors.
87638763 (d) If there is no surviving spouse and there are children
87648764 of the decedent, the executor or administrator shall deliver exempt
87658765 property, other than the homestead, to:
87668766 (1) the children, if the children are of legal age; or
87678767 (2) the children's guardian, if the children are
87688768 minors.
87698769 (e) In all cases, the executor or administrator shall
87708770 deliver the homestead to:
87718771 (1) the decedent's surviving spouse, if there is a
87728772 surviving spouse; or
87738773 (2) the guardian of the decedent's minor children, if
87748774 there is not a surviving spouse. (Tex. Prob. Code, Sec. 272.)
87758775 Sec. 353.053. ALLOWANCE IN LIEU OF EXEMPT PROPERTY. (a) If
87768776 all or any of the specific articles exempt from execution or forced
87778777 sale by the constitution and laws of this state are not among the
87788778 decedent's effects, the court shall make, in lieu of the articles
87798779 not among the effects, a reasonable allowance to be paid to the
87808780 decedent's surviving spouse and children as provided by Section
87818781 353.054.
87828782 (b) The allowance in lieu of a homestead may not exceed
87838783 $15,000, and the allowance in lieu of other exempt property may not
87848784 exceed $5,000, excluding the family allowance for the support of
87858785 the surviving spouse and minor children provided by Subchapter C.
87868786 (Tex. Prob. Code, Sec. 273.)
87878787 Sec. 353.054. PAYMENT OF ALLOWANCE IN LIEU OF EXEMPT
87888788 PROPERTY. (a) The executor or administrator of an estate shall pay
87898789 an allowance in lieu of exempt property in accordance with this
87908790 section.
87918791 (b) If there is a surviving spouse and there are no children
87928792 of the decedent, or if all the children of the decedent are also the
87938793 children of the surviving spouse, the executor or administrator
87948794 shall pay the entire allowance to the surviving spouse.
87958795 (c) If there is a surviving spouse and there are children of
87968796 the decedent who are not also children of the surviving spouse, the
87978797 executor or administrator shall pay the surviving spouse one-half
87988798 of the entire allowance plus the shares of the decedent's children
87998799 of whom the surviving spouse is the parent. The remaining shares
88008800 must be paid to:
88018801 (1) the decedent's children of whom the surviving
88028802 spouse is not a parent; or
88038803 (2) the guardian of the children described by
88048804 Subdivision (1), if those children are minors.
88058805 (d) If there is no surviving spouse and there are children
88068806 of the decedent, the executor or administrator shall divide the
88078807 entire allowance equally among the children and pay the children's
88088808 shares to the children, if the children are of legal age, or, if any
88098809 of the children are minors, pay the minor children's shares to the
88108810 guardian of the minor children. (Tex. Prob. Code, Sec. 275.)
88118811 Sec. 353.055. METHOD OF PAYING ALLOWANCE IN LIEU OF EXEMPT
88128812 PROPERTY. (a) An allowance in lieu of any exempt property shall be
88138813 paid in the manner selected by the decedent's surviving spouse or
88148814 children of legal age, or by the guardian of the decedent's minor
88158815 children, as follows:
88168816 (1) in money out of estate funds that come into the
88178817 executor's or administrator's possession;
88188818 (2) in any of the decedent's property or a part of the
88198819 property chosen by those individuals at the appraisement; or
88208820 (3) part in money described by Subdivision (1) and
88218821 part in property described by Subdivision (2).
88228822 (b) Property specifically devised to another may be taken as
88238823 provided by Subsection (a) only if other available property is
88248824 insufficient to pay the allowance. (Tex. Prob. Code, Sec. 274
88258825 (part).)
88268826 Sec. 353.056. SALE OF PROPERTY TO RAISE FUNDS FOR ALLOWANCE
88278827 IN LIEU OF EXEMPT PROPERTY. (a) On the written application of the
88288828 decedent's surviving spouse and children, the court shall order the
88298829 sale of estate property for cash in an amount that will be
88308830 sufficient to raise the amount of the allowance provided under
88318831 Section 353.053 or a portion of that amount, as necessary, if:
88328832 (1) the decedent had no property that the surviving
88338833 spouse or children are willing to take for the allowance or the
88348834 decedent had insufficient property; and
88358835 (2) there are not sufficient estate funds in the
88368836 executor's or administrator's possession to pay the amount of the
88378837 allowance or a portion of that amount, as applicable.
88388838 (b) Property specifically devised to another may be sold to
88398839 raise cash as provided by Subsection (a) only if other available
88408840 property is insufficient to pay the allowance. (Tex. Prob. Code,
88418841 Secs. 274 (part), 276.)
88428842 [Sections 353.057-353.100 reserved for expansion]
88438843 SUBCHAPTER C. FAMILY ALLOWANCE
88448844 Sec. 353.101. FAMILY ALLOWANCE. (a) Unless an application
88458845 and verified affidavit are filed as provided by Subsection (b),
88468846 immediately after the inventory, appraisement, and list of claims
88478847 of an estate are approved, the court shall fix a family allowance
88488848 for the support of the decedent's surviving spouse and minor
88498849 children.
88508850 (b) Before the inventory, appraisement, and list of claims
88518851 of an estate are approved, the decedent's surviving spouse or any
88528852 other person authorized to act on behalf of the decedent's minor
88538853 children may apply to the court to have the court fix the family
88548854 allowance by filing an application and a verified affidavit
88558855 describing:
88568856 (1) the amount necessary for the maintenance of the
88578857 surviving spouse and the decedent's minor children for one year
88588858 after the date of the decedent's death; and
88598859 (2) the surviving spouse's separate property and any
88608860 property that the decedent's minor children have in their own
88618861 right.
88628862 (c) At a hearing on an application filed under Subsection
88638863 (b), the applicant has the burden of proof by a preponderance of the
88648864 evidence. The court shall fix a family allowance for the support of
88658865 the decedent's surviving spouse and minor children.
88668866 (d) A family allowance may not be made for:
88678867 (1) the decedent's surviving spouse, if the surviving
88688868 spouse has separate property adequate for the surviving spouse's
88698869 maintenance; or
88708870 (2) the decedent's minor children, if the minor
88718871 children have property in their own right adequate for the
88728872 children's maintenance. (Tex. Prob. Code, Secs. 286, 288.)
88738873 Sec. 353.102. AMOUNT AND METHOD OF PAYMENT OF FAMILY
88748874 ALLOWANCE. (a) The amount of the family allowance must be
88758875 sufficient for the maintenance of the decedent's surviving spouse
88768876 and minor children for one year from the date of the decedent's
88778877 death.
88788878 (b) The allowance must be fixed with regard to the facts or
88798879 circumstances then existing and the facts and circumstances
88808880 anticipated to exist during the first year after the decedent's
88818881 death.
88828882 (c) The allowance may be paid in a lump sum or in
88838883 installments, as ordered by the court. (Tex. Prob. Code, Sec. 287.)
88848884 Sec. 353.103. ORDER FIXING FAMILY ALLOWANCE. When a family
88858885 allowance has been fixed, the court shall enter an order that:
88868886 (1) states the amount of the allowance;
88878887 (2) provides how the allowance shall be payable; and
88888888 (3) directs the executor or administrator to pay the
88898889 allowance in accordance with law. (Tex. Prob. Code, Sec. 289.)
88908890 Sec. 353.104. PREFERENCE OF FAMILY ALLOWANCE. The family
88918891 allowance made for the support of the decedent's surviving spouse
88928892 and minor children shall be paid in preference to all other debts of
88938893 or charges against the estate, other than Class 1 claims. (Tex.
88948894 Prob. Code, Sec. 290.)
88958895 Sec. 353.105. PAYMENT OF FAMILY ALLOWANCE. (a) The
88968896 executor or administrator of an estate shall apportion and pay the
88978897 family allowance in accordance with this section.
88988898 (b) If there is a surviving spouse and there are no minor
88998899 children of the decedent, the executor or administrator shall pay
89008900 the entire family allowance to the surviving spouse.
89018901 (c) If there is a surviving spouse and all of the minor
89028902 children of the decedent are also the children of the surviving
89038903 spouse, the executor or administrator shall pay the entire family
89048904 allowance to the surviving spouse for use by the surviving spouse
89058905 and the decedent's minor children.
89068906 (d) If there is a surviving spouse and some or all of the
89078907 minor children of the decedent are not also children of the
89088908 surviving spouse, the executor or administrator shall pay the
89098909 portion of the entire family allowance necessary for the support of
89108910 those minor children to the guardian of those children.
89118911 (e) If there is no surviving spouse and there are minor
89128912 children of the decedent, the executor or administrator shall pay
89138913 the family allowance for the minor children to the guardian of those
89148914 children. (Tex. Prob. Code, Sec. 291.)
89158915 Sec. 353.106. SURVIVING SPOUSE OR MINOR CHILDREN MAY TAKE
89168916 PERSONAL PROPERTY FOR FAMILY ALLOWANCE. (a) A decedent's
89178917 surviving spouse or the guardian of the decedent's minor children,
89188918 as applicable, is entitled to take, at the property's appraised
89198919 value as shown by the appraisement, any of the estate's personal
89208920 property in full or partial payment of the family allowance.
89218921 (b) Property specifically devised to another may be taken as
89228922 provided by Subsection (a) only if other available property is
89238923 insufficient to pay the allowance. (Tex. Prob. Code, Sec. 292
89248924 (part).)
89258925 Sec. 353.107. SALE OF ESTATE PROPERTY TO RAISE FUNDS FOR
89268926 FAMILY ALLOWANCE. (a) The court shall, as soon as the inventory,
89278927 appraisement, and list of claims are returned and approved, order
89288928 the sale of estate property for cash in an amount that will be
89298929 sufficient to raise the amount of the family allowance, or a portion
89308930 of that amount, as necessary, if:
89318931 (1) the decedent had no personal property that the
89328932 surviving spouse or the guardian of the decedent's minor children
89338933 is willing to take for the family allowance or the decedent had
89348934 insufficient personal property; and
89358935 (2) there are not sufficient estate funds in the
89368936 executor's or administrator's possession to pay the amount of the
89378937 family allowance or a portion of that amount, as applicable.
89388938 (b) Property specifically devised to another may be sold to
89398939 raise cash as provided by Subsection (a) only if other available
89408940 property is insufficient to pay the family allowance. (Tex. Prob.
89418941 Code, Secs. 292 (part), 293.)
89428942 [Sections 353.108-353.150 reserved for expansion]
89438943 SUBCHAPTER D. LIENS ON AND DISPOSITION OF EXEMPT PROPERTY AND
89448944 PROPERTY TAKEN AS ALLOWANCE
89458945 Sec. 353.151. LIENS. (a) This section applies to all
89468946 estates, whether solvent or insolvent.
89478947 (b) If property on which there is a valid subsisting lien or
89488948 encumbrance is set aside as exempt for the surviving spouse or
89498949 children or is appropriated to make an allowance in lieu of exempt
89508950 property or for the support of the surviving spouse or children, the
89518951 debts secured by the lien shall, if necessary, be either paid or
89528952 continued against the property. (Tex. Prob. Code, Sec. 277.)
89538953 Sec. 353.152. DISTRIBUTION OF EXEMPT PROPERTY OF SOLVENT
89548954 ESTATE. If on final settlement of an estate it appears that the
89558955 estate is solvent, the exempt property, other than the homestead or
89568956 any allowance made in lieu of the homestead, is subject to partition
89578957 and distribution among the heirs of the decedent and the
89588958 distributees in the same manner as other estate property. (Tex.
89598959 Prob. Code, Sec. 278.)
89608960 Sec. 353.153. TITLE TO PROPERTY OF INSOLVENT ESTATE. If on
89618961 final settlement an estate proves to be insolvent, the decedent's
89628962 surviving spouse and children have absolute title to all property
89638963 and allowances set aside or paid to them under this title. The
89648964 property and allowances may not be taken for any of the estate debts
89658965 except as provided by Section 353.155. (Tex. Prob. Code, Sec. 279.)
89668966 Sec. 353.154. CERTAIN PROPERTY NOT CONSIDERED IN
89678967 DETERMINING SOLVENCY. In determining whether an estate is solvent
89688968 or insolvent, the exempt property set aside for the decedent's
89698969 surviving spouse or children, any allowance made in lieu of that
89708970 exempt property, and the family allowance under Subchapter C may
89718971 not be estimated or considered as estate assets. (Tex. Prob. Code,
89728972 Sec. 280.)
89738973 Sec. 353.155. EXEMPT PROPERTY LIABLE FOR CERTAIN DEBTS.
89748974 The exempt property, other than the homestead or any allowance made
89758975 in lieu of the homestead:
89768976 (1) is liable for the payment of Class 1 claims; and
89778977 (2) is not liable for any estate debts other than the
89788978 claims described by Subdivision (1). (Tex. Prob. Code, Sec. 281.)
89798979 CHAPTER 354. SUMMARY PROCEEDINGS FOR, OR WITHDRAWAL FROM ADMINISTRATION OF, CERTAIN ESTATES
89808980 ADMINISTRATION OF, CERTAIN ESTATES
89818981 SUBCHAPTER A. SUMMARY PROCEEDINGS FOR CERTAIN SMALL ESTATES
89828982 Sec. 354.001. SUMMARY PROCEEDINGS FOR CERTAIN SMALL
89838983 ESTATES
89848984 [Sections 354.002-354.050 reserved for expansion]
89858985 SUBCHAPTER B. WITHDRAWAL FROM ADMINISTRATION OF CERTAIN ESTATES
89868986 Sec. 354.051. REQUIRED REPORT ON CONDITION OF ESTATE
89878987 Sec. 354.052. BOND REQUIRED TO WITHDRAW ESTATE FROM
89888988 ADMINISTRATION
89898989 Sec. 354.053. ORDER FOR DELIVERY OF ESTATE
89908990 Sec. 354.054. ORDER OF DISCHARGE
89918991 Sec. 354.055. LIEN ON PROPERTY OF ESTATE WITHDRAWN
89928992 FROM ADMINISTRATION
89938993 Sec. 354.056. PARTITION OF ESTATE WITHDRAWN FROM
89948994 ADMINISTRATION
89958995 Sec. 354.057. CREDITORS ENTITLED TO SUE ON BOND
89968996 Sec. 354.058. CREDITORS MAY SUE DISTRIBUTEES
89978997 CHAPTER 354. SUMMARY PROCEEDINGS FOR, OR WITHDRAWAL FROM
89988998 ADMINISTRATION OF, CERTAIN ESTATES
89998999 SUBCHAPTER A. SUMMARY PROCEEDINGS FOR CERTAIN SMALL ESTATES
90009000 Sec. 354.001. SUMMARY PROCEEDINGS FOR CERTAIN SMALL
90019001 ESTATES. (a) If, after a personal representative of an estate has
90029002 filed the inventory, appraisement, and list of claims as required
90039003 by Chapter 309, it is established that the decedent's estate,
90049004 excluding any homestead, exempt property, and family allowance to
90059005 the decedent's surviving spouse and minor children, does not exceed
90069006 the amount sufficient to pay the claims against the estate
90079007 classified as Classes 1 through 4 under Section 355.102, the
90089008 representative shall:
90099009 (1) on order of the court, pay those claims in the
90109010 order provided and to the extent permitted by the assets of the
90119011 estate subject to the payment of those claims; and
90129012 (2) after paying the claims in accordance with
90139013 Subdivision (1), present to the court the representative's account
90149014 with an application for the settlement and allowance of the
90159015 account.
90169016 (b) On presentation of the personal representative's
90179017 account and application under Subsection (a), the court, with or
90189018 without notice, may adjust, correct, settle, allow, or disallow the
90199019 account.
90209020 (c) If the court settles and allows the personal
90219021 representative's account under Subsection (b), the court may:
90229022 (1) decree final distribution;
90239023 (2) discharge the representative; and
90249024 (3) close the administration. (Tex. Prob. Code, Sec.
90259025 143.)
90269026 [Sections 354.002-354.050 reserved for expansion]
90279027 SUBCHAPTER B. WITHDRAWAL FROM ADMINISTRATION OF CERTAIN ESTATES
90289028 Sec. 354.051. REQUIRED REPORT ON CONDITION OF ESTATE. At
90299029 any time after the return of the inventory, appraisement, and list
90309030 of claims of an estate required by Chapter 309, anyone entitled to a
90319031 portion of the estate, by a written complaint filed in the court in
90329032 which the case is pending, may have the estate's executor or
90339033 administrator cited to appear and render under oath an exhibit of
90349034 the condition of the estate. (Tex. Prob. Code, Sec. 262.)
90359035 Sec. 354.052. BOND REQUIRED TO WITHDRAW ESTATE FROM
90369036 ADMINISTRATION. After the executor or administrator has rendered
90379037 the exhibit of the condition of the estate if required under Section
90389038 354.051, one or more persons entitled to the estate, or other
90399039 persons for them, may execute and deliver a bond to the court. The
90409040 bond must be:
90419041 (1) conditioned that the persons executing the bond
90429042 shall:
90439043 (A) pay all unpaid debts against the estate that
90449044 have been or are:
90459045 (i) allowed by the executor or
90469046 administrator and approved by the court; or
90479047 (ii) established by suit against the
90489048 estate; and
90499049 (B) pay to the executor or administrator any
90509050 balance that the court in its judgment on the exhibit finds to be
90519051 due the executor or administrator;
90529052 (2) payable to the judge and the judge's successors in
90539053 office in an amount equal to at least twice the gross appraised
90549054 value of the estate as shown by the inventory, appraisement, and
90559055 list of claims returned under Chapter 309; and
90569056 (3) approved by the court. (Tex. Prob. Code, Sec.
90579057 263.)
90589058 Sec. 354.053. ORDER FOR DELIVERY OF ESTATE. On the giving
90599059 and approval of the bond under Section 354.052, the court shall
90609060 enter an order requiring the executor or administrator to promptly
90619061 deliver to each person entitled to any portion of the estate that
90629062 portion to which the person is entitled. (Tex. Prob. Code, Sec.
90639063 264.)
90649064 Sec. 354.054. ORDER OF DISCHARGE. After an estate has been
90659065 withdrawn from administration under Section 354.053, the court
90669066 shall enter an order:
90679067 (1) discharging the executor or administrator; and
90689068 (2) declaring the administration closed. (Tex. Prob.
90699069 Code, Sec. 265.)
90709070 Sec. 354.055. LIEN ON PROPERTY OF ESTATE WITHDRAWN FROM
90719071 ADMINISTRATION. A lien exists on all of the estate withdrawn from
90729072 administration under Section 354.053 and in the possession of the
90739073 distributees and those claiming under the distributees with notice
90749074 of that lien, to secure the ultimate payment of:
90759075 (1) the bond under Section 354.052; and
90769076 (2) debts and claims secured by the bond. (Tex. Prob.
90779077 Code, Sec. 266.)
90789078 Sec. 354.056. PARTITION OF ESTATE WITHDRAWN FROM
90799079 ADMINISTRATION. On written application to the court, any person
90809080 entitled to any portion of an estate withdrawn from administration
90819081 under Section 354.053 may cause a partition and distribution of the
90829082 estate to be made among those persons entitled to the estate in
90839083 accordance with the provisions of this title that relate to the
90849084 partition and distribution of an estate. (Tex. Prob. Code, Sec.
90859085 267.)
90869086 Sec. 354.057. CREDITORS ENTITLED TO SUE ON BOND. A creditor
90879087 of an estate withdrawn from administration under Section 354.053
90889088 whose debt or claim against the estate is unpaid and not barred by
90899089 limitation is entitled to:
90909090 (1) commence a suit in the person's own name on the
90919091 bond under Section 354.052; and
90929092 (2) obtain a judgment on the bond for the debt or claim
90939093 the creditor establishes against the estate. (Tex. Prob. Code,
90949094 Sec. 268.)
90959095 Sec. 354.058. CREDITORS MAY SUE DISTRIBUTEES. (a) A
90969096 creditor of an estate withdrawn from administration under Section
90979097 354.053 whose debt or claim against the estate is unpaid and not
90989098 barred by limitation may sue:
90999099 (1) any distributee who has received any of the
91009100 estate; or
91019101 (2) all the distributees jointly.
91029102 (b) A distributee is not liable for more than the
91039103 distributee's just proportion according to the amount of the estate
91049104 the distributee received in the distribution. (Tex. Prob. Code,
91059105 Sec. 269.)
91069106 CHAPTER 355. PRESENTMENT AND PAYMENT OF CLAIMS
91079107 SUBCHAPTER A. PRESENTMENT OF CLAIMS AGAINST ESTATES IN GENERAL
91089108 Sec. 355.001. PRESENTMENT OF CLAIM TO PERSONAL
91099109 REPRESENTATIVE
91109110 Sec. 355.002. PRESENTMENT OF CLAIM TO CLERK
91119111 Sec. 355.003. INCLUSION OF ATTORNEY'S FEES IN CLAIM
91129112 Sec. 355.004. AFFIDAVIT AUTHENTICATING CLAIM FOR MONEY
91139113 IN GENERAL
91149114 Sec. 355.005. AFFIDAVIT AUTHENTICATING CLAIM OF
91159115 CORPORATION OR OTHER ENTITY
91169116 Sec. 355.006. LOST OR DESTROYED EVIDENCE CONCERNING
91179117 CLAIM
91189118 Sec. 355.007. WAIVER OF CERTAIN DEFECTS OF FORM OR
91199119 CLAIMS OF INSUFFICIENCY
91209120 Sec. 355.008. EFFECT ON STATUTES OF LIMITATION OF
91219121 PRESENTMENT OF OR SUIT ON CLAIM
91229122 [Sections 355.009-355.050 reserved for expansion]
91239123 SUBCHAPTER B. ACTION ON CLAIMS
91249124 Sec. 355.051. ALLOWANCE OR REJECTION OF CLAIM
91259125 Sec. 355.052. FAILURE TO TIMELY ALLOW OR REJECT CLAIM
91269126 Sec. 355.053. CLAIM ENTERED ON CLAIM DOCKET
91279127 Sec. 355.054. CONTEST OF CLAIM
91289128 Sec. 355.055. COURT'S ACTION ON CLAIM
91299129 Sec. 355.056. HEARING ON CERTAIN CLAIMS
91309130 Sec. 355.057. COURT ORDER REGARDING ACTION ON CLAIM
91319131 Sec. 355.058. APPEAL OF COURT'S ACTION ON CLAIM
91329132 Sec. 355.059. ALLOWANCE AND APPROVAL PROHIBITED
91339133 WITHOUT AFFIDAVIT
91349134 Sec. 355.060. UNSECURED CLAIMS BARRED UNDER CERTAIN
91359135 CIRCUMSTANCES
91369136 Sec. 355.061. ALLOWING BARRED CLAIM PROHIBITED: COURT
91379137 DISAPPROVAL
91389138 Sec. 355.062. CERTAIN ACTIONS ON CLAIMS WITH LOST OR
91399139 DESTROYED EVIDENCE VOID
91409140 Sec. 355.063. CLAIMS NOT ALLOWED AFTER ORDER FOR
91419141 PARTITION AND DISTRIBUTION
91429142 Sec. 355.064. SUIT ON REJECTED CLAIM
91439143 Sec. 355.065. PRESENTMENT OF CLAIM PREREQUISITE FOR
91449144 JUDGMENT
91459145 Sec. 355.066. JUDGMENT IN SUIT ON REJECTED CLAIM
91469146 [Sections 355.067-355.100 reserved for expansion]
91479147 SUBCHAPTER C. PAYMENT OF CLAIMS, ALLOWANCES, AND EXPENSES
91489148 Sec. 355.101. APPROVAL OR ESTABLISHMENT OF CLAIM
91499149 REQUIRED FOR PAYMENT
91509150 Sec. 355.102. CLAIMS CLASSIFICATION; PRIORITY OF
91519151 PAYMENT
91529152 Sec. 355.103. PRIORITY OF CERTAIN PAYMENTS
91539153 Sec. 355.104. PAYMENT OF PROCEEDS FROM SALE OF
91549154 PROPERTY SECURING DEBT
91559155 Sec. 355.105. CLAIMANT'S PETITION FOR ALLOWANCE AND
91569156 PAYMENT OF CLAIM
91579157 Sec. 355.106. ORDER FOR PAYMENT OF CLAIM OBTAINED BY
91589158 PERSONAL REPRESENTATIVE
91599159 Sec. 355.107. ORDER FOR PAYMENT OF CLAIM OBTAINED BY
91609160 CREDITOR
91619161 Sec. 355.108. PAYMENT WHEN ASSETS INSUFFICIENT TO PAY
91629162 CLAIMS OF SAME CLASS
91639163 Sec. 355.109. ABATEMENT OF BEQUESTS
91649164 Sec. 355.110. ALLOCATION OF FUNERAL EXPENSES
91659165 Sec. 355.111. PAYMENT OF COURT COSTS RELATING TO CLAIM
91669166 Sec. 355.112. JOINT OBLIGATION FOR PAYMENT OF CERTAIN
91679167 DEBTS
91689168 Sec. 355.113. LIABILITY FOR NONPAYMENT OF CLAIM
91699169 [Sections 355.114-355.150 reserved for expansion]
91709170 SUBCHAPTER D. PRESENTMENT AND PAYMENT OF SECURED CLAIMS FOR MONEY
91719171 Sec. 355.151. OPTION TO TREAT CLAIM AS MATURED SECURED
91729172 CLAIM OR PREFERRED DEBT AND LIEN
91739173 Sec. 355.152. PERIOD FOR SPECIFYING TREATMENT OF
91749174 SECURED CLAIM
91759175 Sec. 355.153. PAYMENT OF MATURED SECURED CLAIM
91769176 Sec. 355.154. PREFERRED DEBT AND LIEN
91779177 Sec. 355.155. PAYMENT OF MATURITIES ON PREFERRED DEBT
91789178 AND LIEN
91799179 Sec. 355.156. AFFIDAVIT REQUIRED FOR FORECLOSURE
91809180 Sec. 355.157. CITATION ON APPLICATION
91819181 Sec. 355.158. HEARING ON APPLICATION
91829182 Sec. 355.159. MANNER OF FORECLOSURE; MINIMUM PRICE
91839183 Sec. 355.160. UNSUCCESSFUL FORECLOSURE; SUBSEQUENT
91849184 APPLICATION
91859185 [Sections 355.161-355.200 reserved for expansion]
91869186 SUBCHAPTER E. CLAIMS INVOLVING PERSONAL REPRESENTATIVES
91879187 Sec. 355.201. CLAIM BY PERSONAL REPRESENTATIVE
91889188 Sec. 355.202. CLAIMS AGAINST PERSONAL REPRESENTATIVES
91899189 Sec. 355.203. PURCHASE OF CLAIM BY PERSONAL
91909190 REPRESENTATIVE PROHIBITED
91919191 CHAPTER 355. PRESENTMENT AND PAYMENT OF CLAIMS
91929192 SUBCHAPTER A. PRESENTMENT OF CLAIMS AGAINST ESTATES IN GENERAL
91939193 Sec. 355.001. PRESENTMENT OF CLAIM TO PERSONAL
91949194 REPRESENTATIVE. A claim may be presented to a personal
91959195 representative of an estate at any time before the estate is closed
91969196 if suit on the claim has not been barred by the general statutes of
91979197 limitation. (Tex. Prob. Code, Sec. 298(a) (part).)
91989198 Sec. 355.002. PRESENTMENT OF CLAIM TO CLERK. (a) A claim
91999199 may also be presented by depositing the claim with the clerk with
92009200 vouchers and the necessary exhibits and affidavit attached to the
92019201 claim. On receiving a claim deposited under this subsection, the
92029202 clerk shall advise the personal representative or the
92039203 representative's attorney of the deposit of the claim by a letter
92049204 mailed to the representative's last known address.
92059205 (b) A claim deposited under Subsection (a) is presumed to be
92069206 rejected if the personal representative fails to act on the claim on
92079207 or before the 30th day after the date the claim is deposited.
92089208 (c) Failure of the clerk to give the notice required under
92099209 Subsection (a) does not affect the validity of the presentment or
92109210 the presumption of rejection because the personal representative
92119211 does not act on the claim within the 30-day period prescribed by
92129212 Subsection (b).
92139213 (d) The clerk shall enter a claim deposited under Subsection
92149214 (a) on the claim docket. (Tex. Prob. Code, Sec. 308.)
92159215 Sec. 355.003. INCLUSION OF ATTORNEY'S FEES IN CLAIM. If the
92169216 instrument evidencing or supporting a claim provides for attorney's
92179217 fees, the claimant may include as a part of the claim the portion of
92189218 attorney's fees the claimant has paid or contracted to pay to an
92199219 attorney to prepare, present, and collect the claim. (Tex. Prob.
92209220 Code, Sec. 307.)
92219221 Sec. 355.004. AFFIDAVIT AUTHENTICATING CLAIM FOR MONEY IN
92229222 GENERAL. (a) Except as provided by Section 355.005, a claim for
92239223 money against an estate must be supported by an affidavit that
92249224 states:
92259225 (1) that the claim is just;
92269226 (2) that all legal offsets, payments, and credits
92279227 known to the affiant have been allowed; and
92289228 (3) if the claim is not founded on a written instrument
92299229 or account, the facts on which the claim is founded.
92309230 (b) A photostatic copy of an exhibit or voucher necessary to
92319231 prove a claim may be offered with and attached to the claim instead
92329232 of attaching the original. (Tex. Prob. Code, Sec. 301 (part).)
92339233 Sec. 355.005. AFFIDAVIT AUTHENTICATING CLAIM OF
92349234 CORPORATION OR OTHER ENTITY. (a) An authorized officer or
92359235 representative of a corporation or other entity shall make the
92369236 affidavit required to authenticate a claim of the corporation or
92379237 entity.
92389238 (b) In an affidavit made by an officer of a corporation, or
92399239 by an executor, administrator, trustee, assignee, agent,
92409240 representative, or attorney, it is sufficient to state that the
92419241 affiant has made diligent inquiry and examination and believes the
92429242 claim is just and that all legal offsets, payments, and credits made
92439243 known to the affiant have been allowed. (Tex. Prob. Code, Sec.
92449244 304.)
92459245 Sec. 355.006. LOST OR DESTROYED EVIDENCE CONCERNING CLAIM.
92469246 If evidence of a claim is lost or destroyed, the claimant or an
92479247 authorized representative or agent of the claimant may make an
92489248 affidavit to the fact of the loss or destruction. The affidavit must
92499249 state:
92509250 (1) the amount, date, and nature of the claim;
92519251 (2) the due date of the claim;
92529252 (3) that the claim is just;
92539253 (4) that all legal offsets, payments, and credits
92549254 known to the affiant have been allowed; and
92559255 (5) that the claimant is still the owner of the claim.
92569256 (Tex. Prob. Code, Sec. 303 (part).)
92579257 Sec. 355.007. WAIVER OF CERTAIN DEFECTS OF FORM OR CLAIMS OF
92589258 INSUFFICIENCY. A defect of form or a claim of insufficiency of a
92599259 presented exhibit or voucher is considered waived by the personal
92609260 representative unless a written objection to the defect or
92619261 insufficiency is made not later than the 30th day after the date the
92629262 claim is presented and is filed with the county clerk. (Tex. Prob.
92639263 Code, Sec. 302.)
92649264 Sec. 355.008. EFFECT ON STATUTES OF LIMITATION OF
92659265 PRESENTMENT OF OR SUIT ON CLAIM. The general statutes of limitation
92669266 are tolled on the date:
92679267 (1) a claim for money is filed or deposited with the
92689268 clerk; or
92699269 (2) suit is brought against the personal
92709270 representative of an estate with respect to a claim of the estate
92719271 that is not required to be presented to the representative. (Tex.
92729272 Prob. Code, Sec. 299.)
92739273 [Sections 355.009-355.050 reserved for expansion]
92749274 SUBCHAPTER B. ACTION ON CLAIMS
92759275 Sec. 355.051. ALLOWANCE OR REJECTION OF CLAIM. A personal
92769276 representative of an estate shall, not later than the 30th day after
92779277 the date an authenticated claim against the estate is presented to
92789278 the representative, or deposited with the clerk as provided under
92799279 Section 355.002, endorse on the claim, attach to the claim, or file
92809280 with the clerk a memorandum signed by the representative stating:
92819281 (1) the date the claim was presented or deposited; and
92829282 (2) whether the representative allows or rejects the
92839283 claim, or if the representative allows or rejects a part of the
92849284 claim, the portion the representative allows or rejects. (Tex.
92859285 Prob. Code, Sec. 309.)
92869286 Sec. 355.052. FAILURE TO TIMELY ALLOW OR REJECT CLAIM. The
92879287 failure of a personal representative to timely allow or reject a
92889288 claim under Section 355.051 constitutes a rejection of the claim.
92899289 If the claim is established by suit after that rejection:
92909290 (1) the costs shall be taxed against the
92919291 representative, individually; or
92929292 (2) the representative may be removed on the written
92939293 complaint of any person interested in the claim after personal
92949294 service of citation, hearing, and proof, as in other cases of
92959295 removal. (Tex. Prob. Code, Sec. 310.)
92969296 Sec. 355.053. CLAIM ENTERED ON CLAIM DOCKET. After a claim
92979297 against an estate has been presented to the personal representative
92989298 and allowed or rejected, wholly or partly, by the representative,
92999299 the claim must be filed with the county clerk of the proper county.
93009300 The clerk shall enter the claim on the claim docket. (Tex. Prob.
93019301 Code, Sec. 311.)
93029302 Sec. 355.054. CONTEST OF CLAIM. (a) A person interested in
93039303 an estate may, at any time before the court has acted on a claim,
93049304 appear and object in writing to the approval of the claim or any
93059305 part of the claim.
93069306 (b) If a person objects under Subsection (a):
93079307 (1) the parties are entitled to process for witnesses;
93089308 and
93099309 (2) the court shall hear evidence and render judgment
93109310 as in ordinary suits. (Tex. Prob. Code, Sec. 312(a).)
93119311 Sec. 355.055. COURT'S ACTION ON CLAIM. The court shall:
93129312 (1) act on each claim that has been allowed and entered
93139313 on the claim docket for a period of 10 days either approving the
93149314 claim wholly or partly or disapproving the claim; and
93159315 (2) concurrently classify the claim. (Tex. Prob.
93169316 Code, Sec. 312(b).)
93179317 Sec. 355.056. HEARING ON CERTAIN CLAIMS. (a) If a claim is
93189318 properly authenticated and allowed but the court is not satisfied
93199319 that the claim is just, the court shall:
93209320 (1) examine the claimant and the personal
93219321 representative under oath; and
93229322 (2) hear other evidence necessary to determine the
93239323 issue.
93249324 (b) If after conducting the examination and hearing the
93259325 evidence under Subsection (a) the court is not convinced that the
93269326 claim is just, the court shall disapprove the claim. (Tex. Prob.
93279327 Code, Sec. 312(c).)
93289328 Sec. 355.057. COURT ORDER REGARDING ACTION ON CLAIM. (a)
93299329 The court acting on a claim shall state the exact action taken on
93309330 the claim, whether the claim is approved or disapproved, or
93319331 approved in part and disapproved in part, and the classification of
93329332 the claim by endorsing on or attaching to the claim a written
93339333 memorandum that is dated and officially signed.
93349334 (b) An order under Subsection (a) has the effect of a final
93359335 judgment. (Tex. Prob. Code, Sec. 312(d).)
93369336 Sec. 355.058. APPEAL OF COURT'S ACTION ON CLAIM. A claimant
93379337 or any person interested in an estate who is dissatisfied with the
93389338 court's action on a claim may appeal the action to the court of
93399339 appeals in the manner other judgments of the county court in probate
93409340 matters are appealed. (Tex. Prob. Code, Sec. 312(e).)
93419341 Sec. 355.059. ALLOWANCE AND APPROVAL PROHIBITED WITHOUT
93429342 AFFIDAVIT. A personal representative of an estate may not allow,
93439343 and the court may not approve, a claim for money against the estate
93449344 unless the claim is supported by an affidavit that meets the
93459345 applicable requirements of Sections 355.004(a) and 355.005. (Tex.
93469346 Prob. Code, Sec. 301 (part).)
93479347 Sec. 355.060. UNSECURED CLAIMS BARRED UNDER CERTAIN
93489348 CIRCUMSTANCES. If a personal representative gives a notice
93499349 permitted by Section 308.054 to an unsecured creditor for money and
93509350 the creditor's claim is not presented within four months after the
93519351 date of receipt of the notice, the claim is barred. (Tex. Prob.
93529352 Code, Sec. 298(a) (part).)
93539353 Sec. 355.061. ALLOWING BARRED CLAIM PROHIBITED: COURT
93549354 DISAPPROVAL. (a) A personal representative may not allow a claim
93559355 for money against a decedent or the decedent's estate if a suit on
93569356 the claim is barred:
93579357 (1) under Section 355.060, 355.064, or 355.201(b); or
93589358 (2) by an applicable general statute of limitation.
93599359 (b) A claim for money that is allowed by the personal
93609360 representative shall be disapproved if the court is satisfied that
93619361 the claim is barred, including because the limitation has run.
93629362 (Tex. Prob. Code, Sec. 298(b).)
93639363 Sec. 355.062. CERTAIN ACTIONS ON CLAIMS WITH LOST OR
93649364 DESTROYED EVIDENCE VOID. (a) Before a claim the evidence for which
93659365 is lost or destroyed is approved, the claim must be proved by
93669366 disinterested testimony taken in open court or by oral or written
93679367 deposition.
93689368 (b) The allowance or approval of a claim the evidence for
93699369 which is lost or destroyed is void if the claim is:
93709370 (1) allowed or approved without the affidavit under
93719371 Section 355.006; or
93729372 (2) approved without satisfactory proof. (Tex. Prob.
93739373 Code, Sec. 303 (part).)
93749374 Sec. 355.063. CLAIMS NOT ALLOWED AFTER ORDER FOR PARTITION
93759375 AND DISTRIBUTION. After an order for final partition and
93769376 distribution of an estate has been made:
93779377 (1) a claim for money against the estate may not be
93789378 allowed by a personal representative;
93799379 (2) a suit may not be commenced against the
93809380 representative on a claim for money against the estate; and
93819381 (3) the owner of any claim that is not barred by the
93829382 laws of limitation has a right of action on the claim against the
93839383 heirs, devisees, or creditors of the estate, limited to the value of
93849384 the property received by those heirs, devisees, or creditors in
93859385 distributions from the estate. (Tex. Prob. Code, Sec. 318.)
93869386 Sec. 355.064. SUIT ON REJECTED CLAIM. (a) A claim or part
93879387 of a claim that has been rejected by the personal representative is
93889388 barred unless not later than the 90th day after the date of
93899389 rejection the claimant commences suit on the claim in the court of
93909390 original probate jurisdiction in which the estate is pending.
93919391 (b) In a suit commenced on the rejected claim, the
93929392 memorandum endorsed on or attached to the claim, or any other
93939393 memorandum of rejection filed with respect to the claim, is taken to
93949394 be true without further proof unless denied under oath. (Tex. Prob.
93959395 Code, Sec. 313 (part).)
93969396 Sec. 355.065. PRESENTMENT OF CLAIM PREREQUISITE FOR
93979397 JUDGMENT. A judgment may not be rendered in favor of a claimant on a
93989398 claim for money that has not been:
93999399 (1) legally presented to the personal representative
94009400 of an estate; and
94019401 (2) wholly or partly rejected by the representative or
94029402 disapproved by the court. (Tex. Prob. Code, Sec. 314.)
94039403 Sec. 355.066. JUDGMENT IN SUIT ON REJECTED CLAIM. No
94049404 execution may issue on a rejected claim or part of a claim that is
94059405 established by suit. The judgment in the suit shall be:
94069406 (1) filed in the court in which the estate is pending;
94079407 (2) entered on the claim docket;
94089408 (3) classified by the court; and
94099409 (4) handled as if originally allowed and approved in
94109410 due course of administration. (Tex. Prob. Code, Sec. 313 (part).)
94119411 [Sections 355.067-355.100 reserved for expansion]
94129412 SUBCHAPTER C. PAYMENT OF CLAIMS, ALLOWANCES, AND EXPENSES
94139413 Sec. 355.101. APPROVAL OR ESTABLISHMENT OF CLAIM REQUIRED
94149414 FOR PAYMENT. A claim or any part of a claim for money against an
94159415 estate may not be paid until the claim or part of the claim has been
94169416 approved by the court or established by the judgment of a court of
94179417 competent jurisdiction. (Tex. Prob. Code, Sec. 319.)
94189418 Sec. 355.102. CLAIMS CLASSIFICATION; PRIORITY OF PAYMENT.
94199419 (a) Claims against an estate shall be classified and have priority
94209420 of payment as provided by this section.
94219421 (b) Class 1 claims are composed of funeral expenses and
94229422 expenses of the decedent's last illness for a reasonable amount
94239423 approved by the court, not to exceed a total of $15,000. Any excess
94249424 shall be classified and paid as other unsecured claims.
94259425 (c) Class 2 claims are composed of expenses of
94269426 administration, expenses incurred in preserving, safekeeping, and
94279427 managing the estate, including fees and expenses awarded under
94289428 Section 352.052, and unpaid expenses of administration awarded in a
94299429 guardianship of the decedent.
94309430 (d) Class 3 claims are composed of each secured claim for
94319431 money under Section 355.151(a)(1), including a tax lien, to the
94329432 extent the claim can be paid out of the proceeds of the property
94339433 subject to the mortgage or other lien. If more than one mortgage,
94349434 lien, or security interest exists on the same property, the claims
94359435 shall be paid in order of priority of the mortgage, lien, or
94369436 security interest securing the debt.
94379437 (e) Class 4 claims are composed of claims for the principal
94389438 amount of and accrued interest on delinquent child support and
94399439 child support arrearages that have been confirmed and reduced to
94409440 money judgment, as determined under Subchapter F, Chapter 157,
94419441 Family Code, and claims for unpaid child support obligations under
94429442 Section 154.015, Family Code.
94439443 (f) Class 5 claims are composed of claims for taxes,
94449444 penalties, and interest due under Title 2, Tax Code, Chapter 2153,
94459445 Occupations Code, Section 81.111, Natural Resources Code, the
94469446 Municipal Sales and Use Tax Act (Chapter 321, Tax Code), Section
94479447 451.404, Transportation Code, or Subchapter I, Chapter 452,
94489448 Transportation Code.
94499449 (g) Class 6 claims are composed of claims for the cost of
94509450 confinement established by the institutional division of the Texas
94519451 Department of Criminal Justice under Section 501.017, Government
94529452 Code.
94539453 (h) Class 7 claims are composed of claims for repayment of
94549454 medical assistance payments made by the state under Chapter 32,
94559455 Human Resources Code, to or for the benefit of the decedent.
94569456 (i) Class 8 claims are composed of any other claims not
94579457 described by Subsections (b)-(h). (Tex. Prob. Code, Sec. 322.)
94589458 Sec. 355.103. PRIORITY OF CERTAIN PAYMENTS. When a
94599459 personal representative has estate funds in the representative's
94609460 possession, the representative shall pay in the following order:
94619461 (1) funeral expenses and expenses of the decedent's
94629462 last illness, in an amount not to exceed $15,000;
94639463 (2) allowances made to the decedent's surviving spouse
94649464 and children, or to either the surviving spouse or children;
94659465 (3) expenses of administration and expenses incurred
94669466 in preserving, safekeeping, and managing the estate; and
94679467 (4) other claims against the estate in the order of the
94689468 claims' classifications. (Tex. Prob. Code, Sec. 320(a).)
94699469 Sec. 355.104. PAYMENT OF PROCEEDS FROM SALE OF PROPERTY
94709470 SECURING DEBT. (a) If a personal representative has the proceeds
94719471 of a sale made to satisfy a mortgage, lien, or security interest,
94729472 and the proceeds or any part of the proceeds are not required for
94739473 the payment of any debts against the estate that have a preference
94749474 over the mortgage, lien, or security interest, the representative
94759475 shall pay the proceeds to any holder of a mortgage, lien, or
94769476 security interest. If there is more than one mortgage, lien, or
94779477 security interest against the property, the representative shall
94789478 pay the proceeds to the holders of the mortgages, liens, or security
94799479 interests in the order of priority of the holders' mortgages,
94809480 liens, or security interests.
94819481 (b) A holder of a mortgage, lien, or security interest, on
94829482 proof of a personal representative's failure to pay proceeds under
94839483 this section, may obtain an order from the court directing the
94849484 payment to be made. (Tex. Prob. Code, Sec. 320(b).)
94859485 Sec. 355.105. CLAIMANT'S PETITION FOR ALLOWANCE AND PAYMENT
94869486 OF CLAIM. A claimant whose claim has not been paid may:
94879487 (1) petition the court for determination of the claim
94889488 at any time before the claim is barred by an applicable statute of
94899489 limitations; and
94909490 (2) procure on due proof an order for the claim's
94919491 allowance and payment from the estate. (Tex. Prob. Code, Sec.
94929492 320(c).)
94939493 Sec. 355.106. ORDER FOR PAYMENT OF CLAIM OBTAINED BY
94949494 PERSONAL REPRESENTATIVE. After the sixth month after the date
94959495 letters testamentary or of administration are granted, the court
94969496 may order a personal representative to pay any claim that is allowed
94979497 and approved on application by the representative stating that the
94989498 representative has no actual knowledge of any outstanding
94999499 enforceable claim against the estate other than the claims already
95009500 approved and classified by the court. (Tex. Prob. Code, Sec.
95019501 320(d).)
95029502 Sec. 355.107. ORDER FOR PAYMENT OF CLAIM OBTAINED BY
95039503 CREDITOR. (a) At any time after the first anniversary of the date
95049504 letters testamentary are granted for an estate, a creditor of the
95059505 estate whose claim or part of a claim has been approved by the court
95069506 or established by suit may obtain an order directing that payment of
95079507 the claim or part of the claim be made on written application and
95089508 proof, except as provided by Subsection (b), showing that the
95099509 estate has sufficient available funds.
95109510 (b) If the estate does not have available funds to pay a
95119511 claim or part of a claim described by Subsection (a) and waiting for
95129512 the estate to receive funds from other sources would unreasonably
95139513 delay the payment, the court shall order the sale of estate property
95149514 sufficient to make the payment.
95159515 (c) The personal representative of the estate must first be
95169516 cited on a written application under Subsection (a) to appear and
95179517 show cause why the order should not be made. (Tex. Prob. Code, Sec.
95189518 326.)
95199519 Sec. 355.108. PAYMENT WHEN ASSETS INSUFFICIENT TO PAY
95209520 CLAIMS OF SAME CLASS. (a) If there are insufficient assets to pay
95219521 all claims of the same class, other than secured claims for money,
95229522 the claims in that class shall be paid pro rata, as directed by the
95239523 court, and in the order directed.
95249524 (b) A personal representative may not be allowed to pay a
95259525 claim under Subsection (a) other than with the pro rata amount of
95269526 the estate funds that have come into the representative's
95279527 possession, regardless of whether the estate is solvent or
95289528 insolvent. (Tex. Prob. Code, Sec. 321.)
95299529 Sec. 355.109. ABATEMENT OF BEQUESTS. (a) Except as
95309530 provided by Subsections (b), (c), and (d), a decedent's property is
95319531 liable for debts and expenses of administration other than estate
95329532 taxes, and bequests abate in the following order:
95339533 (1) property not disposed of by will, but passing by
95349534 intestacy;
95359535 (2) personal property of the residuary estate;
95369536 (3) real property of the residuary estate;
95379537 (4) general bequests of personal property;
95389538 (5) general devises of real property;
95399539 (6) specific bequests of personal property; and
95409540 (7) specific devises of real property.
95419541 (b) This section does not affect the requirements for
95429542 payment of a claim of a secured creditor who elects to have the
95439543 claim continued as a preferred debt and lien against specific
95449544 property under Subchapter D.
95459545 (c) A decedent's intent expressed in a will controls over
95469546 the abatement of bequests provided by this section.
95479547 (d) This section does not apply to the payment of estate
95489548 taxes under Subchapter A, Chapter 124. (Tex. Prob. Code, Sec.
95499549 322B.)
95509550 Sec. 355.110. ALLOCATION OF FUNERAL EXPENSES. A personal
95519551 representative paying a claim for funeral expenses and for items
95529552 incident to the funeral, such as a tombstone, grave marker, crypt,
95539553 or burial plot:
95549554 (1) shall charge all of the claim to the decedent's
95559555 estate; and
95569556 (2) may not charge any part of the claim to the
95579557 community share of a surviving spouse. (Tex. Prob. Code, Sec.
95589558 320A.)
95599559 Sec. 355.111. PAYMENT OF COURT COSTS RELATING TO CLAIM. All
95609560 costs incurred in the probate court with respect to a claim shall be
95619561 taxed as follows:
95629562 (1) if the claim is allowed and approved, the estate
95639563 shall pay the costs;
95649564 (2) if the claim is allowed but disapproved, the
95659565 claimant shall pay the costs;
95669566 (3) if the claim is rejected but established by suit,
95679567 the estate shall pay the costs;
95689568 (4) if the claim is rejected and not established by
95699569 suit, the claimant shall pay the costs, except as provided by
95709570 Section 355.052; and
95719571 (5) if the claim is rejected in part and the claimant
95729572 fails, in a suit to establish the claim, to recover a judgment for a
95739573 greater amount than was allowed or approved for the claim, the
95749574 claimant shall pay all costs in the suit. (Tex. Prob. Code, Sec.
95759575 315.)
95769576 Sec. 355.112. JOINT OBLIGATION FOR PAYMENT OF CERTAIN
95779577 DEBTS. On the death of a person jointly bound with one or more other
95789578 persons for the payment of a debt or for any other purpose, the
95799579 decedent's estate shall be charged by virtue of the obligation in
95809580 the same manner as if the obligors had been bound severally as well
95819581 as jointly. (Tex. Prob. Code, Sec. 323.)
95829582 Sec. 355.113. LIABILITY FOR NONPAYMENT OF CLAIM. (a) A
95839583 person or claimant, except the state treasury, entitled to payment
95849584 from an estate of money the court orders to be paid is authorized to
95859585 have execution issued against the estate property for the amount
95869586 due, with interest and costs, if:
95879587 (1) the personal representative fails to pay the money
95889588 on demand;
95899589 (2) estate funds are available to make the payment;
95909590 and
95919591 (3) the person or claimant makes an affidavit of the
95929592 demand for payment and the representative's failure to pay.
95939593 (b) The court may cite the personal representative and the
95949594 sureties on the representative's bond to show cause why the
95959595 representative and sureties should not be held liable under
95969596 Subsection (a) for the debt, interest, costs, and damages:
95979597 (1) on return of the execution not satisfied; or
95989598 (2) on the affidavit of demand and failure to pay under
95999599 Subsection (a).
96009600 (c) On the return of citation served under Subsection (b),
96019601 the court shall render judgment against the cited personal
96029602 representative and sureties, in favor of the claim holder, if good
96039603 cause why the representative and sureties should not be held liable
96049604 is not shown. The judgment must be for:
96059605 (1) the amount previously ordered to be paid or
96069606 established by suit that remains unpaid, together with interest and
96079607 costs; and
96089608 (2) damages on the amount neglected to be paid at the
96099609 rate of five percent per month for each month, or fraction of a
96109610 month, that the payment was neglected to be paid after demand was
96119611 made.
96129612 (d) Damages ordered under Subsection (c)(2) may be
96139613 collected in any court of competent jurisdiction. (Tex. Prob.
96149614 Code, Sec. 328.)
96159615 [Sections 355.114-355.150 reserved for expansion]
96169616 SUBCHAPTER D. PRESENTMENT AND PAYMENT OF SECURED CLAIMS FOR MONEY
96179617 Sec. 355.151. OPTION TO TREAT CLAIM AS MATURED SECURED
96189618 CLAIM OR PREFERRED DEBT AND LIEN. (a) If a secured claim for money
96199619 against an estate is presented, the claimant shall specify in the
96209620 claim, in addition to all other matters required to be specified in
96219621 the claim, whether the claimant desires to have the claim:
96229622 (1) allowed and approved as a matured secured claim to
96239623 be paid in due course of administration, in which case the claim
96249624 shall be paid in that manner if allowed and approved; or
96259625 (2) allowed, approved, and fixed as a preferred debt
96269626 and lien against the specific property securing the indebtedness
96279627 and paid according to the terms of the contract that secured the
96289628 lien, in which case the claim shall be so allowed and approved if it
96299629 is a valid lien.
96309630 (b) Notwithstanding Subsection (a)(2), the personal
96319631 representative may pay a claim that the claimant desired to have
96329632 allowed, approved, and fixed as a preferred debt and lien as
96339633 described by Subsection (a)(2) before maturity if that payment is
96349634 in the best interest of the estate. (Tex. Prob. Code, Sec. 306(a).)
96359635 Sec. 355.152. PERIOD FOR SPECIFYING TREATMENT OF SECURED
96369636 CLAIM. (a) A secured creditor may present the creditor's claim for
96379637 money and shall specify within the later of six months after the
96389638 date letters testamentary or of administration are granted, or four
96399639 months after the date notice required to be given under Section
96409640 308.053 is received, whether the claim is to be allowed and approved
96419641 under Section 355.151(a)(1) or (2).
96429642 (b) A secured claim for money that is not presented within
96439643 the period prescribed by Subsection (a) or that is presented
96449644 without specifying how the claim is to be paid under Section 355.151
96459645 shall be treated as a claim to be paid in accordance with Section
96469646 355.151(a)(2). (Tex. Prob. Code, Sec. 306(b).)
96479647 Sec. 355.153. PAYMENT OF MATURED SECURED CLAIM. (a) A
96489648 claim allowed and approved as a matured secured claim under Section
96499649 355.151(a)(1) shall be paid in due course of administration, and
96509650 the secured creditor is not entitled to exercise any other remedy in
96519651 a manner that prevents the preferential payment of claims and
96529652 allowances described by Sections 355.103(1), (2), and (3).
96539653 (b) If a claim is allowed and approved as a matured secured
96549654 claim under Section 355.151(a)(1) for a debt that would otherwise
96559655 pass with the property securing the debt to one or more devisees in
96569656 accordance with Section 255.301, the personal representative
96579657 shall:
96589658 (1) collect from the devisees the amount of the debt;
96599659 and
96609660 (2) pay that amount to the claimant in satisfaction of
96619661 the claim.
96629662 (c) Each devisee's share of the debt under Subsection (b) is
96639663 an amount equal to a fraction representing the devisee's ownership
96649664 interest in the property securing the debt, multiplied by the
96659665 amount of the debt.
96669666 (d) If the personal representative is unable to collect from
96679667 the devisees an amount sufficient to pay the debt under Subsection
96689668 (b), the representative shall, subject to Chapter 356, sell the
96699669 property securing the debt. The representative shall:
96709670 (1) use the sale proceeds to pay the debt and any
96719671 expenses associated with the sale; and
96729672 (2) distribute the remaining sale proceeds to each
96739673 devisee in an amount equal to a fraction representing the devisee's
96749674 ownership interest in the property, multiplied by the amount of the
96759675 remaining sale proceeds.
96769676 (e) If the sale proceeds under Subsection (d) are
96779677 insufficient to pay the debt and any expenses associated with the
96789678 sale, the difference between the sale proceeds and the sum of the
96799679 amount of the debt and the expenses associated with the sale shall
96809680 be paid in the manner prescribed by Subsection (a). (Tex. Prob.
96819681 Code, Secs. 306(c), (c-1).)
96829682 Sec. 355.154. PREFERRED DEBT AND LIEN. When a claim for a
96839683 debt is allowed and approved under Section 355.151(a)(2):
96849684 (1) a further claim for the debt may not be made
96859685 against other estate assets;
96869686 (2) the debt thereafter remains a preferred lien
96879687 against the property securing the debt; and
96889688 (3) the property remains security for the debt in any
96899689 distribution or sale of the property before final maturity and
96909690 payment of the debt. (Tex. Prob. Code, Sec. 306(d).)
96919691 Sec. 355.155. PAYMENT OF MATURITIES ON PREFERRED DEBT AND
96929692 LIEN. (a) If property securing a debt for which a claim is allowed,
96939693 approved, and fixed under Section 355.151(a)(2) is not sold or
96949694 distributed within six months from the date letters testamentary or
96959695 of administration are granted, the personal representative of the
96969696 estate shall:
96979697 (1) promptly pay all maturities that have accrued on
96989698 the debt according to the terms of the debt; and
96999699 (2) perform all the terms of any contract securing the
97009700 debt.
97019701 (b) If the personal representative defaults in payment or
97029702 performance under Subsection (a), on application of the claim
97039703 holder, the court shall:
97049704 (1) require the sale of the property subject to the
97059705 unmatured part of the debt and apply the proceeds of the sale to the
97069706 liquidation of the maturities;
97079707 (2) require the sale of the property free of the lien
97089708 and apply the proceeds to the payment of the whole debt; or
97099709 (3) authorize foreclosure by the claim holder as
97109710 provided by this subchapter. (Tex. Prob. Code, Sec. 306(e).)
97119711 Sec. 355.156. AFFIDAVIT REQUIRED FOR FORECLOSURE. An
97129712 application by a claim holder under Section 355.155(b)(3) to
97139713 foreclose the claim holder's mortgage, lien, or security interest
97149714 on property securing a claim allowed, approved, and fixed under
97159715 Section 355.151(a)(2) must be supported by the claim holder's
97169716 affidavit that:
97179717 (1) describes the property or part of the property to
97189718 be sold by foreclosure;
97199719 (2) describes the amounts of the claim holder's
97209720 outstanding debt;
97219721 (3) describes the maturities that have accrued on the
97229722 debt according to the terms of the debt;
97239723 (4) describes any other debts secured by a mortgage,
97249724 lien, or security interest against the property that are known by
97259725 the claim holder;
97269726 (5) contains a statement that the claim holder has no
97279727 knowledge of the existence of any debt secured by the property other
97289728 than those described by the application; and
97299729 (6) requests permission for the claim holder to
97309730 foreclose the claim holder's mortgage, lien, or security interest.
97319731 (Tex. Prob. Code, Sec. 306(f).)
97329732 Sec. 355.157. CITATION ON APPLICATION. (a) The clerk shall
97339733 issue citation on the filing of an application by:
97349734 (1) personal service to:
97359735 (A) the personal representative; and
97369736 (B) any person described by the application as
97379737 having other debts secured by a mortgage, lien, or security
97389738 interest against the property; and
97399739 (2) posting to any other person interested in the
97409740 estate.
97419741 (b) A citation issued under Subsection (a) must require the
97429742 person cited to appear and show cause why foreclosure should or
97439743 should not be permitted. (Tex. Prob. Code, Sec. 306(g).)
97449744 Sec. 355.158. HEARING ON APPLICATION. (a) The clerk shall
97459745 immediately notify the judge when an application is filed. The
97469746 judge shall schedule in writing a date for a hearing on the
97479747 application.
97489748 (b) The judge may, by entry on the docket or otherwise,
97499749 continue a hearing on an application for a reasonable time to allow
97509750 an interested person to obtain an appraisal or other evidence
97519751 concerning the fair market value of the property that is the subject
97529752 of the application. If the interested person requests an
97539753 unreasonable time for a continuance, the interested person must
97549754 show good cause for the continuance.
97559755 (c) If the court finds at the hearing that there is a default
97569756 in payment of maturities that have accrued on a debt described by
97579757 Section 355.155(a) or performance under the contract securing the
97589758 debt, the court shall:
97599759 (1) require the sale of the property subject to the
97609760 unmatured part of the debt and apply the proceeds of the sale to the
97619761 liquidation of the maturities;
97629762 (2) require the sale of the property free of the lien
97639763 and apply the proceeds to the payment of the whole debt; or
97649764 (3) authorize foreclosure by the claim holder as
97659765 provided by Section 355.156.
97669766 (d) A person interested in the estate may appeal an order
97679767 issued under Subsection (c)(3). (Tex. Prob. Code, Secs. 306(h),
97689768 (i)(1), (j).)
97699769 Sec. 355.159. MANNER OF FORECLOSURE; MINIMUM PRICE. (a)
97709770 When the court grants a claim holder the right of foreclosure at a
97719771 hearing under Section 355.158, the court shall authorize the claim
97729772 holder to foreclose the claim holder's mortgage, lien, or security
97739773 interest:
97749774 (1) in accordance with the provisions of the document
97759775 creating the mortgage, lien, or security interest; or
97769776 (2) in any other manner allowed by law.
97779777 (b) Based on the evidence presented at the hearing, the
97789778 court may set a minimum price for the property to be sold by
97799779 foreclosure that does not exceed the fair market value of the
97809780 property. If the court sets a minimum price, the property may not
97819781 be sold at the foreclosure sale for a lower price. (Tex. Prob.
97829782 Code, Sec. 306(i)(2).)
97839783 Sec. 355.160. UNSUCCESSFUL FORECLOSURE; SUBSEQUENT
97849784 APPLICATION. If property that is the subject of a foreclosure sale
97859785 authorized and conducted under this subchapter is not sold because
97869786 no bid at the sale met the minimum price set by the court, the claim
97879787 holder may file a subsequent application for foreclosure under
97889788 Section 355.155(b)(3). The court may eliminate or modify the
97899789 minimum price requirement and grant permission for another
97909790 foreclosure sale. (Tex. Prob. Code, Sec. 306(k).)
97919791 [Sections 355.161-355.200 reserved for expansion]
97929792 SUBCHAPTER E. CLAIMS INVOLVING PERSONAL REPRESENTATIVES
97939793 Sec. 355.201. CLAIM BY PERSONAL REPRESENTATIVE. (a) The
97949794 provisions of this chapter regarding the presentment of claims
97959795 against a decedent's estate may not be construed to apply to any
97969796 claim of a personal representative against the decedent.
97979797 (b) A personal representative holding a claim against the
97989798 decedent shall file the claim in the court granting the letters
97999799 testamentary or of administration, verified by affidavit as
98009800 required in other cases, within six months after the date the
98019801 representative qualifies, or the claim is barred.
98029802 (c) A claim by a personal representative that has been filed
98039803 with the court within the required period shall be entered on the
98049804 claim docket and acted on by the court in the same manner as in other
98059805 cases.
98069806 (d) A personal representative may appeal a judgment of the
98079807 court acting on a claim under this section as in other cases.
98089808 (e) The previous provisions regarding the presentment of
98099809 claims may not be construed to apply to a claim:
98109810 (1) of any heir or devisee who claims in that capacity;
98119811 (2) that accrues against the estate after the granting
98129812 of letters testamentary or of administration and for which the
98139813 personal representative has contracted; or
98149814 (3) for delinquent ad valorem taxes against a
98159815 decedent's estate that is being administered in probate in:
98169816 (A) a county other than the county in which the
98179817 taxes were imposed; or
98189818 (B) the same county in which the taxes were
98199819 imposed, if the probate proceedings have been pending for more than
98209820 four years. (Tex. Prob. Code, Sec. 317.)
98219821 Sec. 355.202. CLAIMS AGAINST PERSONAL REPRESENTATIVES. (a)
98229822 The naming of an executor in a will does not extinguish a just claim
98239823 that the decedent had against the person named as executor.
98249824 (b) If a personal representative is indebted to the
98259825 decedent, the representative shall account for the debt in the same
98269826 manner as if the debt were cash in the representative's possession.
98279827 (c) Notwithstanding Subsection (b), a personal
98289828 representative is required to account for the debt only from the
98299829 date the debt becomes due if the debt was not due at the time the
98309830 representative received letters testamentary or of administration.
98319831 (Tex. Prob. Code, Sec. 316.)
98329832 Sec. 355.203. PURCHASE OF CLAIM BY PERSONAL REPRESENTATIVE
98339833 PROHIBITED. (a) It is unlawful, and cause for removal, for a
98349834 personal representative, whether acting under appointment by will
98359835 or court orders, to purchase a claim against the estate the
98369836 representative represents for the representative's own use or any
98379837 other purpose.
98389838 (b) On written complaint by a person interested in the
98399839 estate and on satisfactory proof of a violation of Subsection (a),
98409840 the court after citation and hearing:
98419841 (1) shall enter an order canceling the claim described
98429842 by Subsection (a); and
98439843 (2) may remove the personal representative who is
98449844 found to have violated Subsection (a).
98459845 (c) No part of a claim canceled under Subsection (b) may be
98469846 paid out of the estate. (Tex. Prob. Code, Sec. 324.)
98479847 CHAPTER 356. SALE OF ESTATE PROPERTY
98489848 SUBCHAPTER A. GENERAL PROVISIONS
98499849 Sec. 356.001. COURT ORDER AUTHORIZING SALE
98509850 Sec. 356.002. SALE AUTHORIZED BY WILL
98519851 [Sections 356.003-356.050 reserved for expansion]
98529852 SUBCHAPTER B. CERTAIN ESTATE PROPERTY REQUIRED TO BE SOLD
98539853 Sec. 356.051. SALE OF CERTAIN PERSONAL PROPERTY
98549854 REQUIRED
98559855 [Sections 356.052-356.100 reserved for expansion]
98569856 SUBCHAPTER C. SALE OF PERSONAL PROPERTY
98579857 Sec. 356.101. ORDER FOR SALE
98589858 Sec. 356.102. REQUIREMENTS FOR APPLICATION AND ORDER
98599859 Sec. 356.103. SALE AT PUBLIC AUCTION
98609860 Sec. 356.104. SALE ON CREDIT
98619861 Sec. 356.105. REPORT; EVIDENCE OF TITLE
98629862 [Sections 356.106-356.150 reserved for expansion]
98639863 SUBCHAPTER D. SALE OF LIVESTOCK
98649864 Sec. 356.151. AUTHORITY FOR SALE
98659865 Sec. 356.152. CONTENTS OF APPLICATION; HEARING
98669866 Sec. 356.153. GRANT OF APPLICATION
98679867 Sec. 356.154. REPORT; PASSAGE OF TITLE
98689868 Sec. 356.155. COMMISSION MERCHANT FEES
98699869 [Sections 356.156-356.200 reserved for expansion]
98709870 SUBCHAPTER E. SALE OF MORTGAGED PROPERTY
98719871 Sec. 356.201. APPLICATION FOR SALE OF MORTGAGED
98729872 PROPERTY
98739873 Sec. 356.202. CITATION
98749874 Sec. 356.203. ORDER
98759875 [Sections 356.204-356.250 reserved for expansion]
98769876 SUBCHAPTER F. SALE OF REAL PROPERTY: APPLICATION AND ORDER FOR SALE
98779877 SALE
98789878 Sec. 356.251. APPLICATION FOR ORDER OF SALE
98799879 Sec. 356.252. CONTENTS OF APPLICATION
98809880 Sec. 356.253. CITATION
98819881 Sec. 356.254. OPPOSITION TO SALE
98829882 Sec. 356.255. HEARING ON APPLICATION AND ANY
98839883 OPPOSITION
98849884 Sec. 356.256. ORDER
98859885 Sec. 356.257. SALE FOR PAYMENT OF DEBTS
98869886 [Sections 356.258-356.300 reserved for expansion]
98879887 SUBCHAPTER G. SALE OF REAL ESTATE: TERMS OF SALE
98889888 Sec. 356.301. PERMISSIBLE TERMS
98899889 Sec. 356.302. SALE ON CREDIT
98909890 [Sections 356.303-356.350 reserved for expansion]
98919891 SUBCHAPTER H. RECONVEYANCE OF REAL ESTATE FOLLOWING FORECLOSURE
98929892 Sec. 356.351. APPLICABILITY OF SUBCHAPTER
98939893 Sec. 356.352. APPLICATION AND ORDER FOR RECONVEYANCE
98949894 Sec. 356.353. EXCHANGE FOR BONDS
98959895 [Sections 356.354-356.400 reserved for expansion]
98969896 SUBCHAPTER I. SALE OF REAL ESTATE: PUBLIC SALE
98979897 Sec. 356.401. REQUIRED NOTICE
98989898 Sec. 356.402. METHOD OF SALE
98999899 Sec. 356.403. TIME AND PLACE OF SALE
99009900 Sec. 356.404. CONTINUANCE OF SALE
99019901 Sec. 356.405. FAILURE OF BIDDER TO COMPLY
99029902 [Sections 356.406-356.450 reserved for expansion]
99039903 SUBCHAPTER J. SALE OF REAL ESTATE: PRIVATE SALE
99049904 Sec. 356.451. MANNER OF SALE
99059905 [Sections 356.452-356.500 reserved for expansion]
99069906 SUBCHAPTER K. SALE OF EASEMENT OR RIGHT-OF-WAY
99079907 Sec. 356.501. AUTHORIZATION
99089908 Sec. 356.502. PROCEDURE
99099909 [Sections 356.503-356.550 reserved for expansion]
99109910 SUBCHAPTER L. CONFIRMATION OF SALE OF REAL PROPERTY AND
99119911 TRANSFER OF TITLE
99129912 Sec. 356.551. REPORT
99139913 Sec. 356.552. ACTION OF COURT ON REPORT OF SALE
99149914 Sec. 356.553. CONFIRMATION OF SALE WHEN BOND NOT
99159915 REQUIRED
99169916 Sec. 356.554. SUFFICIENCY OF BOND
99179917 Sec. 356.555. INCREASED OR ADDITIONAL BOND NOT
99189918 REQUIRED
99199919 Sec. 356.556. CONFIRMATION OR DISAPPROVAL ORDER
99209920 Sec. 356.557. DEED
99219921 Sec. 356.558. DELIVERY OF DEED
99229922 Sec. 356.559. DAMAGES; REMOVAL
99239923 [Sections 356.560-356.600 reserved for expansion]
99249924 SUBCHAPTER M. PROCEDURE ON FAILURE TO APPLY FOR SALE
99259925 Sec. 356.601. FAILURE TO APPLY FOR SALE
99269926 Sec. 356.602. COURT ORDER
99279927 [Sections 356.603-356.650 reserved for expansion]
99289928 SUBCHAPTER N. PURCHASE OF PROPERTY BY PERSONAL REPRESENTATIVE
99299929 Sec. 356.651. GENERAL PROHIBITION ON PURCHASE
99309930 Sec. 356.652. EXCEPTION: AUTHORIZATION IN WILL
99319931 Sec. 356.653. EXCEPTION: EXECUTORY CONTRACT
99329932 Sec. 356.654. EXCEPTION: BEST INTEREST OF ESTATE
99339933 Sec. 356.655. PURCHASE IN VIOLATION OF SUBCHAPTER
99349934 CHAPTER 356. SALE OF ESTATE PROPERTY
99359935 SUBCHAPTER A. GENERAL PROVISIONS
99369936 Sec. 356.001. COURT ORDER AUTHORIZING SALE. (a) Except as
99379937 provided by this chapter, estate property may not be sold without a
99389938 court order authorizing the sale.
99399939 (b) Except as otherwise specially provided by this chapter,
99409940 the court may order estate property to be sold for cash or on
99419941 credit, at public auction or privately, as the court considers most
99429942 advantageous to the estate. (Tex. Prob. Code, Sec. 331.)
99439943 Sec. 356.002. SALE AUTHORIZED BY WILL. (a) Subject to
99449944 Subsection (b), if a will authorizes the executor to sell the
99459945 testator's property:
99469946 (1) a court order is not required to authorize the
99479947 executor to sell the property; and
99489948 (2) the executor may sell the property:
99499949 (A) at public auction or privately as the
99509950 executor considers to be in the best interest of the estate; and
99519951 (B) for cash or on credit terms determined by the
99529952 executor.
99539953 (b) Any particular directions in the testator's will
99549954 regarding the sale of estate property shall be followed unless the
99559955 directions have been annulled or suspended by court order. (Tex.
99569956 Prob. Code, Sec. 332.)
99579957 [Sections 356.003-356.050 reserved for expansion]
99589958 SUBCHAPTER B. CERTAIN ESTATE PROPERTY REQUIRED TO BE SOLD
99599959 Sec. 356.051. SALE OF CERTAIN PERSONAL PROPERTY REQUIRED.
99609960 (a) After approval of the inventory, appraisement, and list of
99619961 claims, the personal representative of an estate promptly shall
99629962 apply for a court order to sell, at public auction or privately, for
99639963 cash or on credit for a term not to exceed six months, all estate
99649964 property that is liable to perish, waste, or deteriorate in value,
99659965 or that will be an expense or disadvantage to the estate if kept.
99669966 (b) The following may not be included in a sale under
99679967 Subsection (a):
99689968 (1) property exempt from forced sale;
99699969 (2) property that is the subject of a specific legacy;
99709970 and
99719971 (3) personal property necessary to carry on a farm,
99729972 ranch, factory, or other business that is thought best to operate.
99739973 (c) In determining whether to order the sale of an asset
99749974 under Subsection (a), the court shall consider:
99759975 (1) the personal representative's duty to take care of
99769976 and manage the estate in the manner a person of ordinary prudence,
99779977 discretion, and intelligence would manage the person's own affairs;
99789978 and
99799979 (2) whether the asset constitutes an asset that a
99809980 trustee is authorized to invest under Subchapter F, Chapter 113,
99819981 Property Code, or Chapter 117, Property Code. (Tex. Prob. Code,
99829982 Sec. 333.)
99839983 [Sections 356.052-356.100 reserved for expansion]
99849984 SUBCHAPTER C. SALE OF PERSONAL PROPERTY
99859985 Sec. 356.101. ORDER FOR SALE. (a) Except as provided by
99869986 Subsection (b), on the application of the personal representative
99879987 of an estate or any interested person, the court may order the sale
99889988 of any estate personal property not required to be sold by Section
99899989 356.051, including livestock or growing or harvested crops, if the
99909990 court finds that the sale of the property is in the estate's best
99919991 interest to pay, from the proceeds of the sale:
99929992 (1) expenses of administration;
99939993 (2) the decedent's funeral expenses;
99949994 (3) expenses of the decedent's last illness;
99959995 (4) allowances; or
99969996 (5) claims against the estate.
99979997 (b) The court may not order under this section the sale of
99989998 exempt property or property that is the subject of a specific
99999999 legacy. (Tex. Prob. Code, Sec. 334 (part).)
1000010000 Sec. 356.102. REQUIREMENTS FOR APPLICATION AND ORDER. To
1000110001 the extent possible, an application and order for the sale of
1000210002 personal property under Section 356.101 must conform to the
1000310003 requirements under Subchapter F for an application and order for
1000410004 the sale of real estate. (Tex. Prob. Code, Sec. 334 (part).)
1000510005 Sec. 356.103. SALE AT PUBLIC AUCTION. Unless the court
1000610006 directs otherwise, before estate personal property is sold at
1000710007 public auction, notice must be:
1000810008 (1) issued by the personal representative of the
1000910009 estate; and
1001010010 (2) posted in the manner notice is posted for original
1001110011 proceedings in probate. (Tex. Prob. Code, Sec. 336.)
1001210012 Sec. 356.104. SALE ON CREDIT. (a) Estate personal property
1001310013 may not be sold on credit at public auction for a term of more than
1001410014 six months from the date of sale.
1001510015 (b) Estate personal property purchased on credit at public
1001610016 auction may not be delivered to the purchaser until the purchaser
1001710017 gives a note for the amount due, with good and solvent personal
1001810018 security. The requirement that security be provided may be waived
1001910019 if the property will not be delivered until the note, with interest,
1002010020 has been paid. (Tex. Prob. Code, Sec. 337.)
1002110021 Sec. 356.105. REPORT; EVIDENCE OF TITLE. (a) A sale of
1002210022 estate personal property shall be reported to the court. The laws
1002310023 regulating the confirmation or disapproval of a sale of real estate
1002410024 apply to the sale, except that a conveyance is not required.
1002510025 (b) The court's order confirming the sale of estate personal
1002610026 property:
1002710027 (1) vests the right and title of the intestate's estate
1002810028 in the purchaser who has complied with the terms of the sale; and
1002910029 (2) is prima facie evidence that all requirements of
1003010030 the law in making the sale have been met.
1003110031 (c) The personal representative of an estate, on request,
1003210032 may issue a bill of sale without warranty to the purchaser of estate
1003310033 personal property as evidence of title. The purchaser shall pay for
1003410034 the issuance of the bill of sale. (Tex. Prob. Code, Sec. 339.)
1003510035 [Sections 356.106-356.150 reserved for expansion]
1003610036 SUBCHAPTER D. SALE OF LIVESTOCK
1003710037 Sec. 356.151. AUTHORITY FOR SALE. (a) A personal
1003810038 representative of an estate who has possession of livestock and who
1003910039 considers selling the livestock to be necessary or to the estate's
1004010040 advantage may, in addition to any other method provided by law for
1004110041 the sale of personal property, obtain authority from the court in
1004210042 which the estate is pending to sell the livestock through:
1004310043 (1) a bonded livestock commission merchant; or
1004410044 (2) a bonded livestock auction commission merchant.
1004510045 (b) The court may authorize the sale of livestock in the
1004610046 manner described by Subsection (a) on a written and sworn
1004710047 application by the personal representative or any person interested
1004810048 in the estate. (Tex. Prob. Code, Sec. 335 (part).)
1004910049 Sec. 356.152. CONTENTS OF APPLICATION; HEARING. (a) An
1005010050 application under Section 356.151 must:
1005110051 (1) describe the livestock sought to be sold; and
1005210052 (2) state why granting the application is necessary or
1005310053 to the estate's advantage.
1005410054 (b) The court:
1005510055 (1) shall promptly consider the application; and
1005610056 (2) may hear evidence for or against the application,
1005710057 with or without notice, as the facts warrant. (Tex. Prob. Code,
1005810058 Sec. 335 (part).)
1005910059 Sec. 356.153. GRANT OF APPLICATION. If the court grants an
1006010060 application for the sale of livestock, the court shall:
1006110061 (1) enter an order to that effect; and
1006210062 (2) authorize delivery of the livestock to a
1006310063 commission merchant described by Section 356.151 for sale in the
1006410064 regular course of business. (Tex. Prob. Code, Sec. 335 (part).)
1006510065 Sec. 356.154. REPORT; PASSAGE OF TITLE. The personal
1006610066 representative of the estate shall promptly report to the court a
1006710067 sale of livestock authorized under this subchapter, supported by a
1006810068 verified copy of the commission merchant's account of the sale. A
1006910069 court order of confirmation is not required to pass title to the
1007010070 purchaser of the livestock. (Tex. Prob. Code, Sec. 335 (part).)
1007110071 Sec. 356.155. COMMISSION MERCHANT FEES. A commission
1007210072 merchant shall be paid the merchant's usual and customary charges,
1007310073 not to exceed five percent of the sale price, for the sale of
1007410074 livestock authorized under this subchapter. (Tex. Prob. Code, Sec.
1007510075 335 (part).)
1007610076 [Sections 356.156-356.200 reserved for expansion]
1007710077 SUBCHAPTER E. SALE OF MORTGAGED PROPERTY
1007810078 Sec. 356.201. APPLICATION FOR SALE OF MORTGAGED PROPERTY.
1007910079 A creditor holding a claim that is secured by a valid mortgage or
1008010080 other lien and that has been allowed and approved or established by
1008110081 suit may, by filing a written application, obtain from the court in
1008210082 which the estate is pending an order requiring that the property
1008310083 securing the lien, or as much of the property as is necessary to
1008410084 satisfy the claim, be sold. (Tex. Prob. Code, Sec. 338 (part).)
1008510085 Sec. 356.202. CITATION. On the filing of an application
1008610086 under Section 356.201, the clerk shall issue a citation requiring
1008710087 the personal representative of the estate to appear and show cause
1008810088 why the application should not be granted. (Tex. Prob. Code, Sec.
1008910089 338 (part).)
1009010090 Sec. 356.203. ORDER. The court may order the lien securing
1009110091 the claim of a creditor who files an application under Section
1009210092 356.201 to be discharged out of general estate assets or refinanced
1009310093 if the discharge or refinance of the lien appears to the court to be
1009410094 advisable. Otherwise, the court shall grant the application and
1009510095 order that the property securing the lien be sold at public or
1009610096 private sale, as considered best, as in an ordinary sale of real
1009710097 estate. (Tex. Prob. Code, Sec. 338 (part).)
1009810098 [Sections 356.204-356.250 reserved for expansion]
1009910099 SUBCHAPTER F. SALE OF REAL PROPERTY: APPLICATION AND ORDER FOR
1010010100 SALE
1010110101 Sec. 356.251. APPLICATION FOR ORDER OF SALE. An
1010210102 application may be made to the court for an order to sell estate
1010310103 property if the sale appears necessary or advisable to:
1010410104 (1) pay:
1010510105 (A) expenses of administration;
1010610106 (B) the decedent's funeral expenses;
1010710107 (C) expenses of the decedent's last illness;
1010810108 (D) allowances; and
1010910109 (E) claims against the estate; or
1011010110 (2) dispose of an interest in estate real property if
1011110111 selling the interest is considered in the estate's best interest.
1011210112 (Tex. Prob. Code, Sec. 341.)
1011310113 Sec. 356.252. CONTENTS OF APPLICATION. An application for
1011410114 the sale of real estate must:
1011510115 (1) be in writing;
1011610116 (2) describe:
1011710117 (A) the real estate sought to be sold; or
1011810118 (B) the interest in or part of the real estate
1011910119 sought to be sold; and
1012010120 (3) be accompanied by an exhibit, verified by an
1012110121 affidavit, showing:
1012210122 (A) the estate's condition fully and in detail;
1012310123 (B) the charges and claims that have been
1012410124 approved or established by suit or that have been rejected and may
1012510125 yet be established;
1012610126 (C) the amount of each claim described by
1012710127 Paragraph (B);
1012810128 (D) the estate property remaining on hand that is
1012910129 liable for the payment of the claims described by Paragraph (B); and
1013010130 (E) any other facts showing the necessity for or
1013110131 advisability of the sale. (Tex. Prob. Code, Sec. 342.)
1013210132 Sec. 356.253. CITATION. On the filing of an application and
1013310133 exhibit described by Section 356.252, the clerk shall issue a
1013410134 citation to all persons interested in the estate. The citation
1013510135 must:
1013610136 (1) describe the real estate or the interest in or part
1013710137 of the real estate sought to be sold;
1013810138 (2) inform the interested persons of the right under
1013910139 Section 356.254 to file an opposition to the sale during the period
1014010140 prescribed by the court in the citation; and
1014110141 (3) be served by posting. (Tex. Prob. Code, Sec. 344.)
1014210142 Sec. 356.254. OPPOSITION TO SALE. During the period
1014310143 prescribed in a citation issued under Section 356.253, any person
1014410144 interested in the estate may file:
1014510145 (1) a written opposition to the sale; or
1014610146 (2) an application for the sale of other estate
1014710147 property. (Tex. Prob. Code, Sec. 345.)
1014810148 Sec. 356.255. HEARING ON APPLICATION AND ANY OPPOSITION.
1014910149 (a) The clerk of the court in which an application for an order of
1015010150 sale is filed shall immediately call to the judge's attention any
1015110151 opposition to the sale that is filed during the period prescribed in
1015210152 the citation issued under Section 356.253. The court shall hold a
1015310153 hearing on the application if an opposition to the sale is filed
1015410154 during the period prescribed in the citation.
1015510155 (b) A hearing on an application for an order of sale is not
1015610156 required under this section if no opposition to the application is
1015710157 filed during the period prescribed in the citation. The court may
1015810158 determine that a hearing on the application is necessary even if no
1015910159 opposition is filed during that period.
1016010160 (c) If the court orders a hearing under Subsection (a) or
1016110161 (b), the court shall designate in writing a date and time for the
1016210162 hearing on the application and any opposition, together with the
1016310163 evidence pertaining to the application and any opposition. The
1016410164 clerk shall issue a notice of the date and time of the hearing to the
1016510165 applicant and to each person who files an opposition to the sale, if
1016610166 applicable.
1016710167 (d) The judge, by entries on the docket, may continue a
1016810168 hearing held under this section from time to time until the judge is
1016910169 satisfied concerning the application. (Tex. Prob. Code, Sec. 345A.)
1017010170 Sec. 356.256. ORDER. (a) The court shall order the sale of
1017110171 the estate property described in an application for an order of sale
1017210172 if the court is satisfied that the sale is necessary or advisable.
1017310173 Otherwise, the court may deny the application and, if the court
1017410174 considers it best, may order the sale of other estate property the
1017510175 sale of which would be more advantageous to the estate.
1017610176 (b) An order for the sale of real estate under this section
1017710177 must specify:
1017810178 (1) the property to be sold, including a description
1017910179 that identifies that property;
1018010180 (2) whether the property is to be sold at public
1018110181 auction or private sale and, if at public auction, the time and
1018210182 place of the sale;
1018310183 (3) the necessity or advisability of, and the purpose
1018410184 of, the sale;
1018510185 (4) except in a case in which a personal
1018610186 representative was not required to give a general bond, that the
1018710187 court, after examining the general bond given by the
1018810188 representative, finds that:
1018910189 (A) the bond is sufficient as required by law; or
1019010190 (B) the bond is insufficient;
1019110191 (5) if the court finds that the general bond is
1019210192 insufficient under Subdivision (4)(B), the amount of the necessary
1019310193 or increased bond, as applicable;
1019410194 (6) that the sale is to be made and the report returned
1019510195 in accordance with law; and
1019610196 (7) the terms of the sale. (Tex. Prob. Code, Sec.
1019710197 346.)
1019810198 Sec. 356.257. SALE FOR PAYMENT OF DEBTS. Estate real
1019910199 property selected to be sold for the payment of expenses or claims
1020010200 must be that property the sale of which the court considers most
1020110201 advantageous to the estate. (Tex. Prob. Code, Sec. 340.)
1020210202 [Sections 356.258-356.300 reserved for expansion]
1020310203 SUBCHAPTER G. SALE OF REAL ESTATE: TERMS OF SALE
1020410204 Sec. 356.301. PERMISSIBLE TERMS. Real estate of an estate
1020510205 may be sold for cash, part cash and part credit, or the equity in
1020610206 land securing an indebtedness may be sold subject to the
1020710207 indebtedness, or with an assumption of the indebtedness, at public
1020810208 or private sale, as appears to the court to be in the estate's best
1020910209 interest. (Tex. Prob. Code, Sec. 348(a) (part).)
1021010210 Sec. 356.302. SALE ON CREDIT. (a) The cash payment for
1021110211 real estate of an estate sold partly on credit may not be less than
1021210212 one-fifth of the purchase price. The purchaser shall execute a note
1021310213 for the deferred payments, payable in monthly, quarterly,
1021410214 semiannual, or annual installments, in amounts that appear to the
1021510215 court to be in the estate's best interest. The note must bear
1021610216 interest from the date at a rate of not less than four percent per
1021710217 year, payable as provided in the note.
1021810218 (b) A note executed by a purchaser under Subsection (a) must
1021910219 be secured by a vendor's lien retained in the deed and in the note on
1022010220 the property sold, and be further secured by a deed of trust on the
1022110221 property sold, with the usual provisions for foreclosure and sale
1022210222 on failure to make the payments provided in the deed and the note.
1022310223 (c) At the election of the holder of a note executed by a
1022410224 purchaser under Subsection (a), default in the payment of
1022510225 principal, interest, or any part of the principal or interest, when
1022610226 due matures the entire debt. (Tex. Prob. Code, Sec. 348(a) (part).)
1022710227 [Sections 356.303-356.350 reserved for expansion]
1022810228 SUBCHAPTER H. RECONVEYANCE OF REAL ESTATE FOLLOWING FORECLOSURE
1022910229 Sec. 356.351. APPLICABILITY OF SUBCHAPTER. This subchapter
1023010230 applies only to real estate owned by an estate as a result of the
1023110231 foreclosure of a vendor's lien or mortgage belonging to the estate:
1023210232 (1) by a judicial sale;
1023310233 (2) by a foreclosure suit;
1023410234 (3) through a sale under a deed of trust; or
1023510235 (4) by acceptance of a deed in cancellation of a lien
1023610236 or mortgage owned by the estate. (Tex. Prob. Code, Sec. 348(b)
1023710237 (part).)
1023810238 Sec. 356.352. APPLICATION AND ORDER FOR RECONVEYANCE. On
1023910239 proper application and proof, the court may dispense with the
1024010240 requirements for a credit sale prescribed by Section 356.302 and
1024110241 order the reconveyance of foreclosed real estate to the former
1024210242 mortgage debtor or former owner if it appears to the court that:
1024310243 (1) an application to redeem the real estate has been
1024410244 made by the former owner to a corporation or agency created by an
1024510245 Act of the United States Congress or of this state in connection
1024610246 with legislation for the relief of owners of mortgaged or
1024710247 encumbered homes, farms, ranches, or other real estate; and
1024810248 (2) owning bonds of one of those federal or state
1024910249 corporations or agencies instead of the real estate would be in the
1025010250 estate's best interest. (Tex. Prob. Code, Sec. 348(b) (part).)
1025110251 Sec. 356.353. EXCHANGE FOR BONDS. (a) If a court orders
1025210252 the reconveyance of foreclosed real estate as provided by Section
1025310253 356.352, vendor's lien notes shall be reserved for the total amount
1025410254 of the indebtedness due or for the total amount of bonds that the
1025510255 corporation or agency to which the application to redeem the real
1025610256 estate was submitted as described by Section 356.352(1) is allowed
1025710257 to advance under the corporation's or agency's rules or
1025810258 regulations.
1025910259 (b) On obtaining the order for reconveyance, it shall be
1026010260 proper for the personal representative of the estate to indorse and
1026110261 assign the reserved vendor's lien notes over to any one of the
1026210262 corporations or agencies described by Section 356.352(1) in
1026310263 exchange for bonds of that corporation or agency. (Tex. Prob. Code,
1026410264 Sec. 348(b) (part).)
1026510265 [Sections 356.354-356.400 reserved for expansion]
1026610266 SUBCHAPTER I. SALE OF REAL ESTATE: PUBLIC SALE
1026710267 Sec. 356.401. REQUIRED NOTICE. (a) Except as otherwise
1026810268 provided by Section 356.403(c), the personal representative of an
1026910269 estate shall advertise a public sale of real estate of the estate by
1027010270 a notice published in the county in which the estate is pending, as
1027110271 provided by this title for publication of notices or citations. The
1027210272 notice must:
1027310273 (1) include a reference to the order of sale;
1027410274 (2) include the time, place, and required terms of
1027510275 sale; and
1027610276 (3) briefly describe the real estate to be sold.
1027710277 (b) The notice required by Subsection (a) is not required to
1027810278 contain field notes, but if the real estate to be sold is rural
1027910279 property, the notice must include:
1028010280 (1) the name of the original survey of the real estate;
1028110281 (2) the number of acres comprising the real estate;
1028210282 (3) the location of the real estate in the county; and
1028310283 (4) any name by which the real estate is generally
1028410284 known. (Tex. Prob. Code, Sec. 349(a).)
1028510285 Sec. 356.402. METHOD OF SALE. A public sale of real estate
1028610286 of an estate shall be made at public auction to the highest bidder.
1028710287 (Tex. Prob. Code, Sec. 349(b).)
1028810288 Sec. 356.403. TIME AND PLACE OF SALE. (a) Except as
1028910289 provided by Subsection (c), a public sale of real estate of an
1029010290 estate shall be made at:
1029110291 (1) the courthouse door in the county in which the
1029210292 proceedings are pending; or
1029310293 (2) another place in that county at which sales of real
1029410294 estate are specifically authorized to be made.
1029510295 (b) The sale must occur between 10 a.m. and 4 p.m. on the
1029610296 first Tuesday of the month after publication of notice has been
1029710297 completed.
1029810298 (c) If the court considers it advisable, the court may order
1029910299 the sale to be made in the county in which the real estate is
1030010300 located, in which event notice shall be published both in that
1030110301 county and in the county in which the proceedings are pending.
1030210302 (Tex. Prob. Code, Sec. 349(c).)
1030310303 Sec. 356.404. CONTINUANCE OF SALE. (a) A public sale of
1030410304 real estate of an estate that is not completed on the day advertised
1030510305 may be continued from day to day by an oral public announcement of
1030610306 the continuance made at the conclusion of the sale each day.
1030710307 (b) A continued sale must occur within the hours prescribed
1030810308 by Section 356.403(b).
1030910309 (c) The continuance of a sale under this section shall be
1031010310 shown in the report of the sale made to the court. (Tex. Prob. Code,
1031110311 Sec. 349(d).)
1031210312 Sec. 356.405. FAILURE OF BIDDER TO COMPLY. (a) If a person
1031310313 bids off real estate of the estate offered for sale at public
1031410314 auction and fails to comply with the terms of the sale, the property
1031510315 shall be readvertised and sold without any further order.
1031610316 (b) The person defaulting on a bid as described by
1031710317 Subsection (a) is liable for payment to the personal representative
1031810318 of the estate, for the estate's benefit, of:
1031910319 (1) 10 percent of the amount of the bid; and
1032010320 (2) the amount of any deficiency in price on the second
1032110321 sale.
1032210322 (c) The personal representative may recover the amounts
1032310323 under Subsection (b) by suit in any court in the county in which the
1032410324 sale was made that has jurisdiction of the amount claimed. (Tex.
1032510325 Prob. Code, Sec. 349(e).)
1032610326 [Sections 356.406-356.450 reserved for expansion]
1032710327 SUBCHAPTER J. SALE OF REAL ESTATE: PRIVATE SALE
1032810328 Sec. 356.451. MANNER OF SALE. A private sale of real estate
1032910329 of the estate shall be made in the manner the court directs in the
1033010330 order of sale. Unless the court directs otherwise, additional
1033110331 advertising, notice, or citation concerning the sale is not
1033210332 required. (Tex. Prob. Code, Sec. 350.)
1033310333 [Sections 356.452-356.500 reserved for expansion]
1033410334 SUBCHAPTER K. SALE OF EASEMENT OR RIGHT-OF-WAY
1033510335 Sec. 356.501. AUTHORIZATION. Easements and rights-of-way
1033610336 on, under, and over the land of an estate that is being administered
1033710337 under court order may be sold and conveyed regardless of whether the
1033810338 sale proceeds are required to pay charges or claims against the
1033910339 estate or for other lawful purposes. (Tex. Prob. Code, Sec. 351
1034010340 (part).)
1034110341 Sec. 356.502. PROCEDURE. The procedure for the sale of an
1034210342 easement or right-of-way authorized under Section 356.501 is the
1034310343 same as the procedure provided by law for a sale of estate real
1034410344 property at private sale. (Tex. Prob. Code, Sec. 351 (part).)
1034510345 [Sections 356.503-356.550 reserved for expansion]
1034610346 SUBCHAPTER L. CONFIRMATION OF SALE OF REAL PROPERTY AND
1034710347 TRANSFER OF TITLE
1034810348 Sec. 356.551. REPORT. A sale of estate real property shall
1034910349 be reported to the court ordering the sale not later than the 30th
1035010350 day after the date the sale is made. The report must:
1035110351 (1) be sworn to, in writing, and filed with the clerk;
1035210352 (2) include:
1035310353 (A) the date of the order of sale;
1035410354 (B) a description of the property sold;
1035510355 (C) the time and place of sale;
1035610356 (D) the purchaser's name;
1035710357 (E) the amount for which each parcel of property
1035810358 or interest in property was sold;
1035910359 (F) the terms of the sale;
1036010360 (G) whether the sale was made at public auction
1036110361 or privately; and
1036210362 (H) whether the purchaser is ready to comply with
1036310363 the order of sale; and
1036410364 (3) be noted on the probate docket. (Tex. Prob. Code,
1036510365 Sec. 353.)
1036610366 Sec. 356.552. ACTION OF COURT ON REPORT OF SALE. After the
1036710367 expiration of five days from the date a report of sale is filed
1036810368 under Section 356.551, the court shall:
1036910369 (1) inquire into the manner in which the sale was made;
1037010370 (2) hear evidence in support of or against the report;
1037110371 and
1037210372 (3) determine the sufficiency or insufficiency of the
1037310373 personal representative's general bond, if any has been required
1037410374 and given. (Tex. Prob. Code, Sec. 355 (part).)
1037510375 Sec. 356.553. CONFIRMATION OF SALE WHEN BOND NOT REQUIRED.
1037610376 If the personal representative of an estate is not required by this
1037710377 title to give a general bond, the court may confirm the sale of
1037810378 estate real property in the manner provided by Section 356.556(a)
1037910379 if the court finds that the sale is satisfactory and made in
1038010380 accordance with law. (Tex. Prob. Code, Sec. 354 (part).)
1038110381 Sec. 356.554. SUFFICIENCY OF BOND. (a) If the personal
1038210382 representative of an estate is required by this title to give a
1038310383 general bond, before the court confirms any sale of real estate, the
1038410384 court shall determine whether the bond is sufficient to protect the
1038510385 estate after the sale proceeds are received.
1038610386 (b) If the court finds that the general bond is sufficient,
1038710387 the court may confirm the sale as provided by Section 356.556(a).
1038810388 (c) If the court finds that the general bond is
1038910389 insufficient, the court may not confirm the sale until the general
1039010390 bond is increased to the amount required by the court, or an
1039110391 additional bond is given, and approved by the court.
1039210392 (d) An increase in the amount of the general bond, or the
1039310393 additional bond, as applicable under Subsection (c), must be equal
1039410394 to the sum of:
1039510395 (1) the amount for which the real estate is sold; and
1039610396 (2) any additional amount the court finds necessary
1039710397 and sets for the estate's protection. (Tex. Prob. Code, Sec. 354
1039810398 (part).)
1039910399 Sec. 356.555. INCREASED OR ADDITIONAL BOND NOT REQUIRED.
1040010400 Notwithstanding Sections 356.554(c) and (d), if the real estate
1040110401 sold is encumbered by a lien to secure a claim against the estate
1040210402 and is sold to the owner or holder of the secured claim in full
1040310403 payment, liquidation, and satisfaction of the claim, an increased
1040410404 general bond or additional bond may not be required except for the
1040510405 amount of any cash paid to the personal representative of the estate
1040610406 in excess of the amount necessary to pay, liquidate, and satisfy the
1040710407 claim in full. (Tex. Prob. Code, Sec. 354 (part).)
1040810408 Sec. 356.556. CONFIRMATION OR DISAPPROVAL ORDER. (a) If
1040910409 the court is satisfied that a sale reported under Section 356.551
1041010410 was for a fair price, properly made, and in conformity with law, and
1041110411 the court has approved any increased or additional bond that the
1041210412 court found necessary to protect the estate, the court shall enter
1041310413 an order:
1041410414 (1) confirming the sale;
1041510415 (2) showing conformity with this chapter;
1041610416 (3) detailing the terms of the sale; and
1041710417 (4) authorizing the personal representative to convey
1041810418 the property on the purchaser's compliance with the terms of the
1041910419 sale.
1042010420 (b) If the court is not satisfied that the sale was for a
1042110421 fair price, properly made, and in conformity with law, the court
1042210422 shall enter an order setting aside the sale and ordering a new sale
1042310423 to be made, if necessary.
1042410424 (c) The court's action in confirming or disapproving a
1042510425 report of a sale has the effect of a final judgment. Any person
1042610426 interested in the estate or in the sale is entitled to have an order
1042710427 entered under this section reviewed as in other final judgments in
1042810428 probate proceedings. (Tex. Prob. Code, Sec. 355 (part).)
1042910429 Sec. 356.557. DEED. Real estate of an estate that is sold
1043010430 shall be conveyed by a proper deed that refers to and identifies the
1043110431 court order confirming the sale. The deed:
1043210432 (1) vests in the purchaser all right and title of the
1043310433 estate to, and all interest of the estate in, the property; and
1043410434 (2) is prima facie evidence that the sale has met all
1043510435 applicable requirements of the law. (Tex. Prob. Code, Sec. 356.)
1043610436 Sec. 356.558. DELIVERY OF DEED. (a) After the court has
1043710437 confirmed a sale and the purchaser has complied with the terms of
1043810438 the sale, the personal representative of the estate shall promptly
1043910439 execute and deliver to the purchaser a proper deed conveying the
1044010440 property.
1044110441 (b) If the sale is made partly on credit:
1044210442 (1) the vendor's lien securing one or more purchase
1044310443 money notes must be expressly retained in the deed and may not be
1044410444 waived; and
1044510445 (2) before actual delivery of the deed to the
1044610446 purchaser, the purchaser shall execute and deliver to the personal
1044710447 representative of the estate one or more vendor's lien notes, with
1044810448 or without personal sureties as ordered by the court, and a deed of
1044910449 trust or mortgage on the property as additional security for the
1045010450 payment of the notes.
1045110451 (c) On completion of the transaction, the personal
1045210452 representative of the estate shall promptly file or cause to be
1045310453 filed and recorded the deed of trust or mortgage in the appropriate
1045410454 records in the county in which the land is located. (Tex. Prob.
1045510455 Code, Sec. 357.)
1045610456 Sec. 356.559. DAMAGES; REMOVAL. (a) If the personal
1045710457 representative of an estate neglects to comply with Section
1045810458 356.558, including to file the deed of trust securing a lien in the
1045910459 proper county, the representative and the sureties on the
1046010460 representative's bond shall, after complaint and citation, be held
1046110461 liable for the use of the estate and for all damages resulting from
1046210462 the representative's neglect, and the court may remove the
1046310463 representative.
1046410464 (b) Damages under this section may be recovered in any court
1046510465 of competent jurisdiction. (Tex. Prob. Code, Sec. 358.)
1046610466 [Sections 356.560-356.600 reserved for expansion]
1046710467 SUBCHAPTER M. PROCEDURE ON FAILURE TO APPLY FOR SALE
1046810468 Sec. 356.601. FAILURE TO APPLY FOR SALE. If the personal
1046910469 representative of an estate neglects to apply for an order to sell
1047010470 sufficient estate property to pay charges and claims against the
1047110471 estate that have been allowed and approved or established by suit,
1047210472 any interested person, on written application, may have the
1047310473 representative cited to appear and make a full exhibit of the
1047410474 estate's condition and show cause why a sale of the property should
1047510475 not be ordered. (Tex. Prob. Code, Sec. 347 (part).)
1047610476 Sec. 356.602. COURT ORDER. On hearing an application under
1047710477 Section 356.601, if the court is satisfied that a sale of estate
1047810478 property is necessary or advisable to satisfy the charges and
1047910479 claims described by Section 356.601, the court shall enter an order
1048010480 of sale as provided by Section 356.256. (Tex. Prob. Code, Sec. 347
1048110481 (part).)
1048210482 [Sections 356.603-356.650 reserved for expansion]
1048310483 SUBCHAPTER N. PURCHASE OF PROPERTY BY PERSONAL REPRESENTATIVE
1048410484 Sec. 356.651. GENERAL PROHIBITION ON PURCHASE. Except as
1048510485 otherwise provided by this subchapter, the personal representative
1048610486 of an estate may not purchase, directly or indirectly, any estate
1048710487 property sold by the representative or any co-representative of the
1048810488 estate. (Tex. Prob. Code, Sec. 352(a).)
1048910489 Sec. 356.652. EXCEPTION: AUTHORIZATION IN WILL. A personal
1049010490 representative of an estate may purchase estate property if the
1049110491 representative was appointed in a will that:
1049210492 (1) has been admitted to probate; and
1049310493 (2) expressly authorizes the sale. (Tex. Prob. Code,
1049410494 Sec. 352(b).)
1049510495 Sec. 356.653. EXCEPTION: EXECUTORY CONTRACT. A personal
1049610496 representative of a decedent's estate may purchase estate property
1049710497 in compliance with the terms of a written executory contract signed
1049810498 by the decedent, including:
1049910499 (1) a contract for deed;
1050010500 (2) an earnest money contract;
1050110501 (3) a buy/sell agreement; and
1050210502 (4) a stock purchase or redemption agreement. (Tex.
1050310503 Prob. Code, Sec. 352(c).)
1050410504 Sec. 356.654. EXCEPTION: BEST INTEREST OF ESTATE. (a)
1050510505 Subject to Subsection (b), the personal representative of an
1050610506 estate, including an independent administrator, may purchase
1050710507 estate property on the court's determination that the sale is in the
1050810508 estate's best interest.
1050910509 (b) Before purchasing estate property as authorized by
1051010510 Subsection (a), the personal representative shall give notice of
1051110511 the purchase by certified mail, return receipt requested, unless
1051210512 the court requires another form of notice, to:
1051310513 (1) each distributee of the estate; and
1051410514 (2) each creditor whose claim remains unsettled after
1051510515 being presented within six months of the date letters testamentary
1051610516 or of administration are originally granted.
1051710517 (c) The court may require additional notice or allow for the
1051810518 waiver of the notice required for a sale made under this section.
1051910519 (Tex. Prob. Code, Sec. 352(d).)
1052010520 Sec. 356.655. PURCHASE IN VIOLATION OF SUBCHAPTER. (a) If
1052110521 a personal representative of an estate purchases estate property in
1052210522 violation of this subchapter, any person interested in the estate
1052310523 may file a written complaint with the court in which the proceedings
1052410524 are pending.
1052510525 (b) On service of citation on the personal representative on
1052610526 a complaint filed under Subsection (a) and after hearing and proof,
1052710527 the court shall:
1052810528 (1) declare the sale void;
1052910529 (2) set aside the sale; and
1053010530 (3) order the reconveyance of the property to the
1053110531 estate.
1053210532 (c) The court shall adjudge against the personal
1053310533 representative all costs of the sale, protest, and suit found
1053410534 necessary. (Tex. Prob. Code, Sec. 352(e).)
1053510535 CHAPTER 357. RENTING ESTATE PROPERTY
1053610536 SUBCHAPTER A. RENTAL AND RETURN OF ESTATE PROPERTY
1053710537 Sec. 357.001. RENTING ESTATE PROPERTY WITHOUT COURT
1053810538 ORDER
1053910539 Sec. 357.002. RENTING ESTATE PROPERTY WITH COURT ORDER
1054010540 Sec. 357.003. ESTATE PROPERTY RENTED ON CREDIT
1054110541 Sec. 357.004. CONDITION OF RETURNED ESTATE PROPERTY
1054210542 Sec. 357.005. COMPLAINT FOR FAILURE TO RENT
1054310543 [Sections 357.006-357.050 reserved for expansion]
1054410544 SUBCHAPTER B. REPORT ON RENTED ESTATE PROPERTY
1054510545 Sec. 357.051. REPORTS CONCERNING RENTALS
1054610546 Sec. 357.052. COURT ACTION ON REPORT
1054710547 CHAPTER 357. RENTING ESTATE PROPERTY
1054810548 SUBCHAPTER A. RENTAL AND RETURN OF ESTATE PROPERTY
1054910549 Sec. 357.001. RENTING ESTATE PROPERTY WITHOUT COURT ORDER.
1055010550 (a) The personal representative of an estate, without a court
1055110551 order, may rent any of the estate property for one year or less, at
1055210552 public auction or privately, as is considered to be in the best
1055310553 interest of the estate.
1055410554 (b) On the sworn complaint of any person interested in the
1055510555 estate, the court shall require a personal representative who,
1055610556 without a court order, rents estate property to account to the
1055710557 estate for the reasonable value of the rent of the property, to be
1055810558 ascertained by the court on satisfactory evidence. (Tex. Prob.
1055910559 Code, Secs. 359, 360.)
1056010560 Sec. 357.002. RENTING ESTATE PROPERTY WITH COURT ORDER.
1056110561 (a) The personal representative of an estate may, if the
1056210562 representative prefers, and shall, if the proposed rental period is
1056310563 more than one year, file a written application with the court
1056410564 setting forth the property the representative seeks to rent.
1056510565 (b) If the court finds that granting an application filed
1056610566 under Subsection (a) is in the interest of the estate, the court
1056710567 shall issue an order that:
1056810568 (1) describes the property to be rented; and
1056910569 (2) states whether the property will be rented at
1057010570 public auction or privately, whether for cash or on credit, and if
1057110571 on credit, the extent of the credit and the period for which the
1057210572 property may be rented.
1057310573 (c) If, under Subsection (b), the court orders property to
1057410574 be rented at public auction, the court shall prescribe whether
1057510575 notice of the auction shall be published or posted. (Tex. Prob.
1057610576 Code, Sec. 361.)
1057710577 Sec. 357.003. ESTATE PROPERTY RENTED ON CREDIT. Possession
1057810578 of estate property rented on credit may not be delivered until the
1057910579 renter executes and delivers to the personal representative a note
1058010580 with good personal security for the amount of the rent. If the
1058110581 property is delivered without the representative receiving the
1058210582 required security, the representative and the sureties on the
1058310583 representative's bond are liable for the full amount of the rent.
1058410584 When a rental is payable in installments, in advance of the period
1058510585 to which the installments relate, this section does not apply.
1058610586 (Tex. Prob. Code, Sec. 363.)
1058710587 Sec. 357.004. CONDITION OF RETURNED ESTATE PROPERTY. (a)
1058810588 Estate property that is rented, with or without a court order, must
1058910589 be returned to the estate's possession in as good a condition,
1059010590 except for reasonable wear and tear, as when the property was
1059110591 rented.
1059210592 (b) The personal representative of an estate shall:
1059310593 (1) ensure that rented estate property is returned in
1059410594 the condition required by Subsection (a);
1059510595 (2) report to the court any damage to, or loss or
1059610596 destruction of, the property; and
1059710597 (3) ask the court for the authority to take any
1059810598 necessary action.
1059910599 (c) A personal representative who fails to act as required
1060010600 by this section and the sureties on the representative's bond are
1060110601 liable to the estate for any loss or damage suffered as a result of
1060210602 the representative's failure. (Tex. Prob. Code, Sec. 364.)
1060310603 Sec. 357.005. COMPLAINT FOR FAILURE TO RENT. (a) Any
1060410604 person interested in an estate may:
1060510605 (1) file a written and sworn complaint in the court in
1060610606 which the estate is pending; and
1060710607 (2) have the personal representative cited to appear
1060810608 and show cause why the representative did not rent any estate
1060910609 property.
1061010610 (b) The court, on hearing the complaint, shall issue an
1061110611 order that appears to be in the best interest of the estate. (Tex.
1061210612 Prob. Code, Sec. 362.)
1061310613 [Sections 357.006-357.050 reserved for expansion]
1061410614 SUBCHAPTER B. REPORT ON RENTED ESTATE PROPERTY
1061510615 Sec. 357.051. REPORTS CONCERNING RENTALS. (a) A personal
1061610616 representative of an estate who rents estate property with an
1061710617 appraised value of $3,000 or more shall, not later than the 30th day
1061810618 after the date the property is rented, file with the court a sworn
1061910619 and written report stating:
1062010620 (1) the property rented and the property's appraised
1062110621 value;
1062210622 (2) the date the property was rented and whether the
1062310623 rental occurred at public auction or privately;
1062410624 (3) the name of each person renting the property;
1062510625 (4) the rental amount; and
1062610626 (5) whether the rental was for cash or on credit and,
1062710627 if on credit, the length of time, the terms, and the security
1062810628 received for the credit.
1062910629 (b) A personal representative of an estate who rents estate
1063010630 property with an appraised value of less than $3,000 may report the
1063110631 rental in the next annual or final account that must be filed as
1063210632 required by law. (Tex. Prob. Code, Sec. 365.)
1063310633 Sec. 357.052. COURT ACTION ON REPORT. (a) At any time
1063410634 after the fifth day after the date the report of renting is filed,
1063510635 the court shall:
1063610636 (1) examine the report; and
1063710637 (2) by order approve and confirm the report if found
1063810638 just and reasonable.
1063910639 (b) If the court disapproves the report, the estate is not
1064010640 bound and the court may order another offering for rent of the
1064110641 property that is the subject of the report, in the same manner and
1064210642 subject to the provisions of this chapter.
1064310643 (c) If the court approves the report and it later appears
1064410644 that, by reason of any fault of the personal representative, the
1064510645 property was not rented for the property's reasonable value, the
1064610646 court shall have the representative and the sureties on the
1064710647 representative's bond appear and show cause why the reasonable
1064810648 value of the rent of the property should not be adjudged against the
1064910649 representative. (Tex. Prob. Code, Sec. 366.)
1065010650 CHAPTER 358. MATTERS RELATING TO MINERAL PROPERTIES
1065110651 SUBCHAPTER A. GENERAL PROVISIONS
1065210652 Sec. 358.001. DEFINITIONS
1065310653 [Sections 358.002-358.050 reserved for expansion]
1065410654 SUBCHAPTER B. MINERAL LEASES AFTER PUBLIC NOTICE
1065510655 Sec. 358.051. AUTHORIZATION FOR LEASING OF MINERALS
1065610656 Sec. 358.052. LEASE APPLICATION
1065710657 Sec. 358.053. SCHEDULING OF HEARING ON APPLICATION;
1065810658 CONTINUANCE
1065910659 Sec. 358.054. NOTICE OF HEARING ON APPLICATION
1066010660 Sec. 358.055. REQUIREMENTS REGARDING ORDER AND NOTICE
1066110661 MANDATORY
1066210662 Sec. 358.056. HEARING ON APPLICATION; ORDER
1066310663 Sec. 358.057. MAKING OF LEASE ON GRANTING OF
1066410664 APPLICATION
1066510665 Sec. 358.058. BOND REQUIREMENTS
1066610666 Sec. 358.059. TERM OF LEASE BINDING
1066710667 Sec. 358.060. AMENDMENT OF LEASE REGARDING EFFECT OF
1066810668 SHUT-IN GAS WELL
1066910669 [Sections 358.061-358.100 reserved for expansion]
1067010670 SUBCHAPTER C. MINERAL LEASES AT PRIVATE SALE
1067110671 Sec. 358.101. AUTHORIZATION FOR LEASING OF MINERALS AT
1067210672 PRIVATE SALE
1067310673 Sec. 358.102. ACTION OF COURT IF PUBLIC ADVERTISING
1067410674 NOT REQUIRED
1067510675 [Sections 358.103-358.150 reserved for expansion]
1067610676 SUBCHAPTER D. POOLING OR UNITIZATION OF ROYALTIES OR MINERALS
1067710677 Sec. 358.151. AUTHORIZATION FOR POOLING OR UNITIZATION
1067810678 Sec. 358.152. POOLING OR UNITIZATION APPLICATION
1067910679 Sec. 358.153. NOTICE NOT REQUIRED
1068010680 Sec. 358.154. HEARING ON APPLICATION
1068110681 Sec. 358.155. ACTION OF COURT AND CONTENTS OF ORDER
1068210682 [Sections 358.156-358.200 reserved for expansion]
1068310683 SUBCHAPTER E. SPECIAL ANCILLARY INSTRUMENTS THAT MAY BE EXECUTED WITHOUT COURT ORDER
1068410684 WITHOUT COURT ORDER
1068510685 Sec. 358.201. AUTHORIZATION FOR EXECUTION OF
1068610686 AGREEMENTS
1068710687 [Sections 358.202-358.250 reserved for expansion]
1068810688 SUBCHAPTER F. PROCEDURE IF PERSONAL REPRESENTATIVE OF ESTATE NEGLECTS TO APPLY FOR AUTHORITY
1068910689 NEGLECTS TO APPLY FOR AUTHORITY
1069010690 Sec. 358.251. APPLICATION TO SHOW CAUSE
1069110691 Sec. 358.252. HEARING ON APPLICATION
1069210692 Sec. 358.253. ORDER
1069310693 Sec. 358.254. PROCEDURE TO BE FOLLOWED AFTER ENTRY OF
1069410694 ORDER
1069510695 CHAPTER 358. MATTERS RELATING TO MINERAL PROPERTIES
1069610696 SUBCHAPTER A. GENERAL PROVISIONS
1069710697 Sec. 358.001. DEFINITIONS. In this chapter:
1069810698 (1) "Gas" includes all liquid hydrocarbons in the
1069910699 gaseous phase in the reservoir.
1070010700 (2) "Land" and "interest in land" include minerals or
1070110701 an interest in minerals in place.
1070210702 (3) "Mineral development" includes exploration for,
1070310703 whether by geophysical or other means, drilling for, mining for,
1070410704 development of, operations in connection with, production of, and
1070510705 saving of oil, other liquid hydrocarbons, gas, gaseous elements,
1070610706 sulphur, metals, and all other minerals, whether solid or
1070710707 otherwise.
1070810708 (4) "Property" includes land, minerals in place,
1070910709 whether solid, liquid, or gaseous, and an interest of any kind in
1071010710 that property, including a royalty interest, owned by an estate.
1071110711 (Tex. Prob. Code, Sec. 367(a); New.)
1071210712 [Sections 358.002-358.050 reserved for expansion]
1071310713 SUBCHAPTER B. MINERAL LEASES AFTER PUBLIC NOTICE
1071410714 Sec. 358.051. AUTHORIZATION FOR LEASING OF MINERALS. (a)
1071510715 The court in which probate proceedings on a decedent's estate are
1071610716 pending may authorize the personal representative of the estate,
1071710717 appointed and qualified under the laws of this state and acting
1071810718 solely under court orders, to make, execute, and deliver a lease,
1071910719 with or without a unitization clause or pooling provision,
1072010720 providing for the exploration for and development and production of
1072110721 oil, other liquid hydrocarbons, gas, metals and other solid
1072210722 minerals, and other minerals, or any of those minerals in place,
1072310723 belonging to the estate.
1072410724 (b) A lease described by Subsection (a) must be made and
1072510725 entered into under and in conformity with this subchapter. (Tex.
1072610726 Prob. Code, Secs. 367(b), (c) (part).)
1072710727 Sec. 358.052. LEASE APPLICATION. (a) The personal
1072810728 representative of an estate shall file with the county clerk of the
1072910729 county in which the probate proceeding is pending a written
1073010730 application, addressed to the court or the judge of the court, for
1073110731 authority to lease estate property for mineral exploration and
1073210732 development, with or without a pooling provision or unitization
1073310733 clause.
1073410734 (b) The lease application must:
1073510735 (1) describe the property fully by reference to the
1073610736 amount of acreage, the survey name or number, or the abstract
1073710737 number, or by another method adequately identifying the property
1073810738 and the property's location in the county in which the property is
1073910739 situated;
1074010740 (2) specify the interest thought to be owned by the
1074110741 estate, if less than the whole, but requesting authority to include
1074210742 all of the interest owned by the estate, if that is the intention;
1074310743 and
1074410744 (3) set out the reasons the estate property described
1074510745 in the application should be leased.
1074610746 (c) The lease application is not required to set out or
1074710747 suggest:
1074810748 (1) the name of any proposed lessee; or
1074910749 (2) the terms, provisions, or form of any desired
1075010750 lease. (Tex. Prob. Code, Sec. 367(c) (part).)
1075110751 Sec. 358.053. SCHEDULING OF HEARING ON APPLICATION;
1075210752 CONTINUANCE. (a) Immediately after the filing of a lease
1075310753 application under Section 358.052, the county clerk shall call the
1075410754 filing of the application to the court's attention, and the judge
1075510755 shall promptly make and enter a brief order designating the time and
1075610756 place for hearing the application.
1075710757 (b) If the hearing is not held at the time originally
1075810758 designated by the court or by a timely continuance order entered,
1075910759 the hearing shall be continued automatically without further notice
1076010760 to the same time on the following day, other than Sundays and
1076110761 holidays on which the county courthouse is officially closed, and
1076210762 from day to day until the lease application is finally acted on and
1076310763 disposed of by court order. Notice of an automatic continuance is
1076410764 not required. (Tex. Prob. Code, Sec. 367(c) (part).)
1076510765 Sec. 358.054. NOTICE OF HEARING ON APPLICATION. (a) At
1076610766 least 10 days before the date set for the hearing on a lease
1076710767 application filed under Section 358.052, excluding the date of
1076810768 notice and the date set for the hearing, the personal
1076910769 representative shall give notice of the hearing by:
1077010770 (1) publishing the notice in one issue of a newspaper
1077110771 of general circulation in the county in which the proceeding is
1077210772 pending; or
1077310773 (2) if there is no newspaper described by Subdivision
1077410774 (1), posting the notice or having the notice posted.
1077510775 (b) If notice is published, the date of notice is the date
1077610776 printed on the newspaper.
1077710777 (c) The notice must:
1077810778 (1) be dated;
1077910779 (2) be directed to all persons interested in the
1078010780 estate;
1078110781 (3) state the date on which the lease application was
1078210782 filed;
1078310783 (4) describe briefly the property sought to be leased,
1078410784 specifying the fractional interest sought to be leased if less than
1078510785 the entire interest in the tract or tracts identified; and
1078610786 (5) state the time and place designated by the judge
1078710787 for the hearing. (Tex. Prob. Code, Sec. 367(c) (part).)
1078810788 Sec. 358.055. REQUIREMENTS REGARDING ORDER AND NOTICE
1078910789 MANDATORY. An order of the judge or court authorizing any act to be
1079010790 performed under a lease application filed under Section 358.052 is
1079110791 void in the absence of:
1079210792 (1) a written order originally designating a time and
1079310793 place for hearing;
1079410794 (2) a notice issued by the personal representative of
1079510795 the estate in compliance with the order described by Subdivision
1079610796 (1); and
1079710797 (3) proof of the publication or posting of the notice
1079810798 as required under Section 358.054. (Tex. Prob. Code, Sec. 367(c)
1079910799 (part).)
1080010800 Sec. 358.056. HEARING ON APPLICATION; ORDER. (a) At the
1080110801 time and place designated for the hearing under Section 358.053(a),
1080210802 or at the time to which the hearing is continued as provided by
1080310803 Section 358.053(b), the judge shall:
1080410804 (1) hear a lease application filed under Section
1080510805 358.052; and
1080610806 (2) require proof as to the necessity or advisability
1080710807 of leasing for mineral development the property described in the
1080810808 application and the notice.
1080910809 (b) The judge shall enter an order authorizing one or more
1081010810 leases affecting and covering the property or portions of property
1081110811 described in the application, with or without pooling provisions or
1081210812 unitization clauses, and with or without cash consideration if
1081310813 considered by the court to be in the best interest of the estate, if
1081410814 the judge is satisfied that:
1081510815 (1) the application is in proper form;
1081610816 (2) notice has been given in the manner and for the
1081710817 time required by law;
1081810818 (3) proof of necessity or advisability of leasing is
1081910819 sufficient; and
1082010820 (4) the application should be granted.
1082110821 (c) The order must contain:
1082210822 (1) the name of the lessee;
1082310823 (2) any actual cash consideration to be paid by the
1082410824 lessee;
1082510825 (3) a finding that the requirements of Subsection (b)
1082610826 have been satisfied; and
1082710827 (4) one of the following findings:
1082810828 (A) a finding that the personal representative is
1082910829 exempted by law from giving bond; or
1083010830 (B) if the representative is not exempted by law
1083110831 from giving bond, a finding as to whether the representative's
1083210832 general bond on file is sufficient to protect the personal property
1083310833 on hand, including any cash bonus to be paid.
1083410834 (d) If the court finds the general bond insufficient to meet
1083510835 the requirements of Subsection (c)(4)(B), the order must show the
1083610836 amount of increased or additional bond required to cover the
1083710837 deficiency.
1083810838 (e) A complete exhibit copy, either written or printed, of
1083910839 each authorized lease must be set out in the order or attached to
1084010840 the order and incorporated by reference and made part of the order.
1084110841 The exhibit copy must show:
1084210842 (1) the name of the lessee;
1084310843 (2) the date of the lease;
1084410844 (3) an adequate description of the property being
1084510845 leased;
1084610846 (4) any delay rental to be paid to defer commencement
1084710847 of operations; and
1084810848 (5) all other authorized terms and provisions.
1084910849 (f) If the date of a lease does not appear in the exhibit
1085010850 copy of the lease or in the order, the date of the order is
1085110851 considered for all purposes to be the date of the lease.
1085210852 (g) If the name or address of the depository bank for
1085310853 receiving rental is not shown in the exhibit copy of a lease, the
1085410854 estate's personal representative may insert that information, or
1085510855 cause that information to be inserted, in the lease at the time of
1085610856 the lease's execution or at any other time agreeable to the lessee
1085710857 or the lessee's successors or assignees. (Tex. Prob. Code, Sec.
1085810858 367(c) (part).)
1085910859 Sec. 358.057. MAKING OF LEASE ON GRANTING OF APPLICATION.
1086010860 (a) If the court grants an application as provided by Section
1086110861 358.056, the personal representative of the estate may make the
1086210862 lease or leases, as evidenced by the exhibit copies described by
1086310863 Section 358.056, in accordance with the order.
1086410864 (b) The lease or leases must be made not later than the 30th
1086510865 day after the date of the order unless an extension is granted by
1086610866 the court on sworn application showing good cause.
1086710867 (c) It is not necessary for the judge to make an order
1086810868 confirming the lease or leases. (Tex. Prob. Code, Sec. 367(c)
1086910869 (part).)
1087010870 Sec. 358.058. BOND REQUIREMENTS. (a) Unless the personal
1087110871 representative of the estate is not required to give a general bond,
1087210872 a lease for which a cash consideration is required, although
1087310873 ordered, executed, and delivered, is not valid:
1087410874 (1) unless the order authorizing the lease makes
1087510875 findings with respect to the general bond; and
1087610876 (2) if the general bond has been found insufficient,
1087710877 unless and until:
1087810878 (A) the bond has been increased or an additional
1087910879 bond given, as required by the order, with the sureties required by
1088010880 law; and
1088110881 (B) the increased bond or additional bond has
1088210882 been approved by the judge and filed with the clerk of the court in
1088310883 which the proceedings are pending.
1088410884 (b) If two or more leases of different land are authorized
1088510885 by the same order, the general bond must be increased, or additional
1088610886 bonds given, to cover all of the leases. (Tex. Prob. Code, Sec.
1088710887 367(c) (part).)
1088810888 Sec. 358.059. TERM OF LEASE BINDING. (a) A lease executed
1088910889 and delivered in compliance with this subchapter is valid and
1089010890 binding on the property or interest in property owned by the estate
1089110891 and covered by the lease for the full term provided by the lease,
1089210892 subject only to the lease's terms and conditions, even if the
1089310893 primary term extends beyond the date the estate is closed in
1089410894 accordance with law.
1089510895 (b) The authorized primary term of the lease may not exceed
1089610896 five years, subject to the lease terms and provisions extending the
1089710897 lease beyond the primary term by:
1089810898 (1) paying production;
1089910899 (2) bona fide drilling or reworking operations,
1090010900 whether in or on the same well or wells or an additional well or
1090110901 wells, without a cessation of operations of more than 60
1090210902 consecutive days before production has been restored or obtained;
1090310903 or
1090410904 (3) a shut-in gas well. (Tex. Prob. Code, Sec. 367(c)
1090510905 (part).)
1090610906 Sec. 358.060. AMENDMENT OF LEASE REGARDING EFFECT OF
1090710907 SHUT-IN GAS WELL. (a) An oil, gas, and mineral lease executed by a
1090810908 personal representative under the former Texas Probate Code or this
1090910909 code may be amended by an instrument that provides that a shut-in
1091010910 gas well on the land covered by the lease or on land pooled with all
1091110911 or part of the land covered by the lease continues the lease in
1091210912 effect after the lease's five-year primary term.
1091310913 (b) The personal representative, with the approval of the
1091410914 court, shall execute the instrument according to the terms and
1091510915 conditions prescribed by the instrument. (Tex. Prob. Code, Sec.
1091610916 367(c) (part).)
1091710917 [Sections 358.061-358.100 reserved for expansion]
1091810918 SUBCHAPTER C. MINERAL LEASES AT PRIVATE SALE
1091910919 Sec. 358.101. AUTHORIZATION FOR LEASING OF MINERALS AT
1092010920 PRIVATE SALE. (a) Notwithstanding the mandatory requirements of
1092110921 Subchapter B for setting a time and place for hearing of a lease
1092210922 application filed under Section 358.052 and the issuance, service,
1092310923 and return of notice, the court may authorize the making of oil,
1092410924 gas, and mineral leases at private sale without public notice or
1092510925 advertising if, in the court's opinion, facts are set out in the
1092610926 application required by Subchapter B sufficient to show that it
1092710927 would be more advantageous to the estate that a lease be made
1092810928 privately and without compliance with those mandatory
1092910929 requirements.
1093010930 (b) Leases authorized by this section may include pooling
1093110931 provisions or unitization clauses as in other cases. (Tex. Prob.
1093210932 Code, Sec. 368(a).)
1093310933 Sec. 358.102. ACTION OF COURT IF PUBLIC ADVERTISING NOT
1093410934 REQUIRED. (a) At any time after the fifth day and before the 11th
1093510935 day after the filing date of an application to lease at private sale
1093610936 and without an order setting the hearing time and place, the court
1093710937 shall:
1093810938 (1) hear the application;
1093910939 (2) inquire into the manner in which the proposed
1094010940 lease has been or will be made; and
1094110941 (3) hear evidence for or against the application.
1094210942 (b) If satisfied that the lease has been or will be made for
1094310943 a fair and sufficient consideration and on fair terms and has been
1094410944 or will be properly made in conformity with law, the court shall
1094510945 enter an order authorizing the execution of the lease without the
1094610946 necessity of advertising, notice, or citation. The order must
1094710947 comply in all other respects with the requirements essential to the
1094810948 validity of mineral leases as set out in Subchapter B, as if
1094910949 advertising or notice were required.
1095010950 (c) The issuance of an order confirming a lease or leases
1095110951 made at private sale is not required, but such a lease is not valid
1095210952 until any increased or additional bond required by the court has
1095310953 been approved by the court and filed with the court clerk. (Tex.
1095410954 Prob. Code, Sec. 368(b).)
1095510955 [Sections 358.103-358.150 reserved for expansion]
1095610956 SUBCHAPTER D. POOLING OR UNITIZATION OF ROYALTIES OR MINERALS
1095710957 Sec. 358.151. AUTHORIZATION FOR POOLING OR UNITIZATION.
1095810958 (a) If an existing lease or leases on property owned by an estate
1095910959 being administered do not adequately provide for pooling or
1096010960 unitization, the court in which the proceedings are pending may, in
1096110961 the manner provided by this subchapter, authorize the commitment of
1096210962 royalty or mineral interests in oil, liquid hydrocarbons, gas,
1096310963 gaseous elements, and other minerals, or any one or more of them,
1096410964 owned by the estate, to agreements that provide for the operation of
1096510965 areas as a pool or unit for the exploration for, development of, and
1096610966 production of all of those minerals, if the court finds that:
1096710967 (1) the pool or unit to which the agreement relates
1096810968 will be operated in a manner that protects correlative rights or
1096910969 prevents the physical or economic waste of oil, liquid
1097010970 hydrocarbons, gas, gaseous elements, or other minerals subject to
1097110971 the agreement; and
1097210972 (2) it is in the best interest of the estate to execute
1097310973 the agreement.
1097410974 (b) An agreement authorized under Subsection (a) may, among
1097510975 other things, provide that:
1097610976 (1) operations incident to the drilling of or
1097710977 production from a well on any portion of a pool or unit shall be
1097810978 considered for all purposes to be the conduct of operations on or
1097910979 production from each separately owned tract in the pool or unit;
1098010980 (2) any lease covering any part of the area committed
1098110981 to a pool or unit continues in effect in its entirety as long as:
1098210982 (A) oil, gas, or other minerals subject to the
1098310983 agreement are produced in paying quantities from any part of the
1098410984 pooled or unitized area;
1098510985 (B) operations are conducted as provided in the
1098610986 lease on any part of the pooled or unitized area; or
1098710987 (C) there is a shut-in gas well on any part of the
1098810988 pooled or unitized area, if the presence of the shut-in gas well is
1098910989 a ground for continuation of the lease under the terms of the lease;
1099010990 (3) the production allocated by the agreement to each
1099110991 tract included in a pool or unit shall, when produced, be considered
1099210992 for all purposes to have been produced from the tract by a well
1099310993 drilled on the tract;
1099410994 (4) the royalties provided for on production from any
1099510995 tract or portion of a tract within the pool or unit shall be paid
1099610996 only on that portion of the production allocated to the tract in
1099710997 accordance with the agreement;
1099810998 (5) the dry gas, before or after extraction of
1099910999 hydrocarbons, may be returned to a formation underlying any land or
1100011000 leases committed to the agreement, and that royalties are not
1100111001 required to be paid on the gas returned; and
1100211002 (6) gas obtained from other sources or other land may
1100311003 be injected into a formation underlying any land or leases
1100411004 committed to the agreement, and that royalties are not required to
1100511005 be paid on the gas injected when the gas is produced from the unit.
1100611006 (Tex. Prob. Code, Secs. 369(a), (b) (part).)
1100711007 Sec. 358.152. POOLING OR UNITIZATION APPLICATION. (a) The
1100811008 personal representative of an estate shall file with the county
1100911009 clerk of the county in which the probate proceeding is pending a
1101011010 written application for authority to:
1101111011 (1) enter into pooling or unitization agreements
1101211012 supplementing, amending, or otherwise relating to any existing
1101311013 lease or leases covering property owned by the estate; or
1101411014 (2) commit royalties or other interests in minerals,
1101511015 whether or not subject to a lease, to a pooling or unitization
1101611016 agreement.
1101711017 (b) The pooling or unitization application must also:
1101811018 (1) sufficiently describe the property as required in
1101911019 an original lease application;
1102011020 (2) describe briefly any lease or leases to which the
1102111021 interest of the estate is subject; and
1102211022 (3) set out the reasons the proposed agreement
1102311023 concerning the property should be entered into.
1102411024 (c) A copy of the proposed agreement must be attached to the
1102511025 application and made a part of the application by reference.
1102611026 (d) The agreement may not be recorded in the minutes.
1102711027 (e) Immediately after the pooling or unitization
1102811028 application is filed, the clerk shall call the application to the
1102911029 judge's attention. (Tex. Prob. Code, Sec. 369(b) (part).)
1103011030 Sec. 358.153. NOTICE NOT REQUIRED. Notice by advertising,
1103111031 citation, or otherwise of the filing of a pooling or unitization
1103211032 application under Section 358.152 is not required. (Tex. Prob.
1103311033 Code, Sec. 369(b) (part).)
1103411034 Sec. 358.154. HEARING ON APPLICATION. (a) The judge may
1103511035 hold a hearing on a pooling or unitization application filed under
1103611036 Section 358.152 at any time agreeable to the parties to the proposed
1103711037 agreement.
1103811038 (b) The judge shall hear evidence and determine to the
1103911039 judge's satisfaction whether it is in the best interest of the
1104011040 estate that the proposed agreement be authorized.
1104111041 (c) The hearing may be continued from day to day and from
1104211042 time to time as the court finds necessary. (Tex. Prob. Code, Sec.
1104311043 369(b) (part).)
1104411044 Sec. 358.155. ACTION OF COURT AND CONTENTS OF ORDER. (a)
1104511045 The court shall enter an order setting out the court's findings and
1104611046 authorizing execution of the proposed pooling or unitization
1104711047 agreement, with or without payment of cash consideration according
1104811048 to the agreement, if the court finds that:
1104911049 (1) the pool or unit to which the agreement relates
1105011050 will be operated in a manner that protects correlative rights or
1105111051 prevents the physical or economic waste of oil, liquid
1105211052 hydrocarbons, gas, gaseous elements, or other minerals subject to
1105311053 the agreement;
1105411054 (2) it is in the best interest of the estate that the
1105511055 agreement be executed; and
1105611056 (3) the agreement conforms substantially with the
1105711057 permissible provisions of Section 358.151.
1105811058 (b) If cash consideration is to be paid for the agreement,
1105911059 the court shall also make findings as to the necessity of increased
1106011060 or additional bond, as in the making of leases on payment of the
1106111061 cash bonus for the lease. Such an agreement is not valid until any
1106211062 required increased or additional bond has been approved by the
1106311063 judge and filed with the clerk.
1106411064 (c) If the effective date of the agreement is not stipulated
1106511065 in the agreement, the effective date of the agreement is the date of
1106611066 the court's order. (Tex. Prob. Code, Sec. 369(b) (part).)
1106711067 [Sections 358.156-358.200 reserved for expansion]
1106811068 SUBCHAPTER E. SPECIAL ANCILLARY INSTRUMENTS THAT MAY BE EXECUTED
1106911069 WITHOUT COURT ORDER
1107011070 Sec. 358.201. AUTHORIZATION FOR EXECUTION OF AGREEMENTS.
1107111071 As to any mineral lease or pooling or unitization agreement,
1107211072 executed on behalf of an estate before January 1, 1956, or on or
1107311073 after that date under the provisions of the former Texas Probate
1107411074 Code or this code, or executed by a former owner of land, minerals,
1107511075 or royalty affected by the lease or agreement, the personal
1107611076 representative of the estate being administered may, without
1107711077 further court order and without consideration, execute:
1107811078 (1) division orders;
1107911079 (2) transfer orders;
1108011080 (3) instruments of correction;
1108111081 (4) instruments designating depository banks for the
1108211082 receipt of delay rentals or shut-in gas well royalty to accrue or
1108311083 become payable under the terms of the lease; and
1108411084 (5) similar instruments relating to the lease or
1108511085 agreement and the property covered by the lease or agreement. (Tex.
1108611086 Prob. Code, Sec. 370.)
1108711087 [Sections 358.202-358.250 reserved for expansion]
1108811088 SUBCHAPTER F. PROCEDURE IF PERSONAL REPRESENTATIVE OF ESTATE
1108911089 NEGLECTS TO APPLY FOR AUTHORITY
1109011090 Sec. 358.251. APPLICATION TO SHOW CAUSE. If the personal
1109111091 representative of an estate neglects to apply for authority to
1109211092 subject estate property to a lease for mineral development,
1109311093 pooling, or unitization, or to commit royalty or another interest
1109411094 in minerals to pooling or unitization, any person interested in the
1109511095 estate may, on written application filed with the county clerk,
1109611096 have the representative cited to show cause why it is not in the
1109711097 best interest of the estate to make such a lease or enter into such
1109811098 an agreement. (Tex. Prob. Code, Sec. 371 (part).)
1109911099 Sec. 358.252. HEARING ON APPLICATION. (a) The county clerk
1110011100 shall immediately call the filing of an application under Section
1110111101 358.251 to the attention of the judge of the court in which the
1110211102 probate proceedings are pending.
1110311103 (b) The judge shall set a time and place for a hearing on the
1110411104 application, and the personal representative of the estate shall be
1110511105 cited to appear and show cause why the execution of a lease or
1110611106 agreement described by Section 358.251 should not be ordered.
1110711107 (Tex. Prob. Code, Sec. 371 (part).)
1110811108 Sec. 358.253. ORDER. On a hearing conducted under Section
1110911109 358.252, if satisfied from the evidence that it would be in the best
1111011110 interest of the estate, the court shall enter an order requiring the
1111111111 personal representative promptly to file an application to subject
1111211112 the estate property to a lease for mineral development, with or
1111311113 without pooling or unitization provisions, or to commit royalty or
1111411114 other minerals to pooling or unitization, as appropriate. (Tex.
1111511115 Prob. Code, Sec. 371 (part).)
1111611116 Sec. 358.254. PROCEDURE TO BE FOLLOWED AFTER ENTRY OF
1111711117 ORDER. After entry of an order under Section 358.253, the procedure
1111811118 prescribed with respect to an original lease application, or with
1111911119 respect to an original application for authority to commit royalty
1112011120 or minerals to pooling or unitization, whichever is appropriate,
1112111121 shall be followed. (Tex. Prob. Code, Sec. 371 (part).)
1112211122 CHAPTER 359. ANNUAL ACCOUNT AND OTHER EXHIBITS AND REPORTS
1112311123 SUBCHAPTER A. ANNUAL ACCOUNT AND OTHER EXHIBITS
1112411124 Sec. 359.001. ACCOUNT OF ESTATE REQUIRED
1112511125 Sec. 359.002. ANNUAL ACCOUNT REQUIRED UNTIL ESTATE
1112611126 CLOSED
1112711127 Sec. 359.003. SUPPORTING VOUCHERS AND OTHER DOCUMENTS
1112811128 ATTACHED TO ACCOUNT
1112911129 Sec. 359.004. METHOD OF PROOF FOR SECURITIES AND OTHER
1113011130 ASSETS
1113111131 Sec. 359.005. VERIFICATION OF ACCOUNT
1113211132 Sec. 359.006. ADDITIONAL ACCOUNTS
1113311133 [Sections 359.007-359.050 reserved for expansion]
1113411134 SUBCHAPTER B. ACTION ON ANNUAL ACCOUNT
1113511135 Sec. 359.051. FILING AND CONSIDERATION OF ANNUAL
1113611136 ACCOUNT
1113711137 Sec. 359.052. CORRECTION OF ANNUAL ACCOUNT
1113811138 Sec. 359.053. ORDER FOR PAYMENT OF CLAIMS IN FULL
1113911139 Sec. 359.054. ORDER FOR PRO RATA PAYMENT OF CLAIMS
1114011140 [Sections 359.055-359.100 reserved for expansion]
1114111141 SUBCHAPTER C. PENALTIES
1114211142 Sec. 359.101. PENALTY FOR FAILURE TO FILE ANNUAL
1114311143 ACCOUNT
1114411144 Sec. 359.102. PENALTY FOR FAILURE TO FILE EXHIBIT OR
1114511145 REPORT
1114611146 CHAPTER 359. ANNUAL ACCOUNT AND OTHER EXHIBITS AND REPORTS
1114711147 SUBCHAPTER A. ANNUAL ACCOUNT AND OTHER EXHIBITS
1114811148 Sec. 359.001. ACCOUNT OF ESTATE REQUIRED. (a) On the
1114911149 expiration of 12 months from the date a personal representative
1115011150 qualifies and receives letters testamentary or of administration to
1115111151 administer a decedent's estate under court order, the
1115211152 representative shall file with the court an account consisting of a
1115311153 written exhibit made under oath that lists all claims against the
1115411154 estate presented to the representative during the period covered by
1115511155 the account. The exhibit must specify:
1115611156 (1) the claims allowed by the representative;
1115711157 (2) the claims paid by the representative;
1115811158 (3) the claims rejected by the representative and the
1115911159 date the claims were rejected; and
1116011160 (4) the claims for which a lawsuit has been filed and
1116111161 the status of that lawsuit.
1116211162 (b) The account must:
1116311163 (1) show all property that has come to the personal
1116411164 representative's knowledge or into the representative's possession
1116511165 that was not previously listed or inventoried as estate property;
1116611166 (2) show any changes in estate property that have not
1116711167 been previously reported;
1116811168 (3) provide a complete account of receipts and
1116911169 disbursements for the period covered by the account, including the
1117011170 source and nature of the receipts and disbursements, with separate
1117111171 listings for principal and income receipts;
1117211172 (4) provide a complete, accurate, and detailed
1117311173 description of:
1117411174 (A) the property being administered;
1117511175 (B) the condition of the property and the use
1117611176 being made of the property; and
1117711177 (C) if rented, the terms on which and the price
1117811178 for which the property was rented;
1117911179 (5) show the cash balance on hand and the name and
1118011180 location of the depository where the balance is kept;
1118111181 (6) show any other cash held in a savings account or
1118211182 other manner that was deposited subject to court order and the name
1118311183 and location of the depository for that cash;
1118411184 (7) provide a detailed description of the personal
1118511185 property of the estate that shows how and where the property is held
1118611186 for safekeeping;
1118711187 (8) provide a statement that during the period covered
1118811188 by the account all tax returns due have been filed and all taxes due
1118911189 and owing have been paid, including:
1119011190 (A) a complete account of the amount of the
1119111191 taxes;
1119211192 (B) the date the taxes were paid; and
1119311193 (C) the governmental entity to which the taxes
1119411194 were paid;
1119511195 (9) if on the filing of the account a tax return due to
1119611196 be filed or any taxes due to be paid are delinquent, provide the
1119711197 reasons for, and include a description of, the delinquency; and
1119811198 (10) provide a statement that the representative has
1119911199 paid all the required bond premiums for the accounting period.
1120011200 (c) For bonds, notes, and other securities, the description
1120111201 required by Subsection (b)(7) must include:
1120211202 (1) the names of the obligor and obligee or, if payable
1120311203 to bearer, a statement that the bond, note, or other security is
1120411204 payable to bearer;
1120511205 (2) the date of issue and maturity;
1120611206 (3) the interest rate;
1120711207 (4) the serial number or other identifying numbers;
1120811208 (5) the manner in which the property is secured; and
1120911209 (6) other information necessary to fully identify the
1121011210 bond, note, or other security. (Tex. Prob. Code, Sec. 399(a).)
1121111211 Sec. 359.002. ANNUAL ACCOUNT REQUIRED UNTIL ESTATE CLOSED.
1121211212 (a) Each personal representative of the estate of a decedent shall
1121311213 continue to file an annual account conforming to the essential
1121411214 requirements of Section 359.001 regarding changes in the estate
1121511215 assets occurring since the date the most recent previous account
1121611216 was filed.
1121711217 (b) The annual account must be filed in a manner that allows
1121811218 the court or an interested person to ascertain the true condition of
1121911219 the estate, with respect to money, securities, and other property,
1122011220 by adding to the balances forwarded from the most recent previous
1122111221 account the amounts received during the period covered by the
1122211222 account and subtracting the disbursements made during that period.
1122311223 (c) The description of property sufficiently described in
1122411224 an inventory or previous account may be made in the annual account
1122511225 by reference to that description. (Tex. Prob. Code, Sec. 399(b).)
1122611226 Sec. 359.003. SUPPORTING VOUCHERS AND OTHER DOCUMENTS
1122711227 ATTACHED TO ACCOUNT. (a) The personal representative of an estate
1122811228 shall attach to each annual account:
1122911229 (1) a voucher for each item of credit claimed in the
1123011230 account or, to support the item in the absence of the voucher, other
1123111231 evidence satisfactory to the court;
1123211232 (2) an official letter from the bank or other
1123311233 depository where the estate money on hand is deposited that shows
1123411234 the amounts in general or special deposits; and
1123511235 (3) proof of the existence and possession of:
1123611236 (A) securities owned by the estate or shown by
1123711237 the account; and
1123811238 (B) other assets held by a depository subject to
1123911239 court order.
1124011240 (b) An original voucher submitted to the court may on
1124111241 application be returned to the personal representative after
1124211242 approval of the account.
1124311243 (c) The court may require:
1124411244 (1) additional evidence of the existence and custody
1124511245 of the securities and other personal property as the court
1124611246 considers proper; and
1124711247 (2) the personal representative at any time to exhibit
1124811248 the securities and other personal property to the court or another
1124911249 person designated by the court at the place where the securities and
1125011250 other personal property are held for safekeeping. (Tex. Prob.
1125111251 Code, Sec. 399(c) (part).)
1125211252 Sec. 359.004. METHOD OF PROOF FOR SECURITIES AND OTHER
1125311253 ASSETS. (a) The proof required by Section 359.003(a)(3) must be by:
1125411254 (1) an official letter from the bank or other
1125511255 depository where the securities or other assets are held for
1125611256 safekeeping, and if the depository is the personal representative,
1125711257 the official letter must be signed by a representative of the
1125811258 depository other than the one verifying the account;
1125911259 (2) a certificate of an authorized representative of a
1126011260 corporation that is surety on the personal representative's bonds;
1126111261 (3) a certificate of the clerk or a deputy clerk of a
1126211262 court of record in this state; or
1126311263 (4) an affidavit of any other reputable person
1126411264 designated by the court on request of the personal representative
1126511265 or other interested party.
1126611266 (b) The certificate or affidavit described by Subsection
1126711267 (a) must:
1126811268 (1) state that the affiant has examined the assets
1126911269 that the personal representative exhibited to the affiant as assets
1127011270 of the estate;
1127111271 (2) describe the assets by reference to the account or
1127211272 in another manner that sufficiently identifies the assets
1127311273 exhibited; and
1127411274 (3) state the time and the place the assets were
1127511275 exhibited.
1127611276 (c) Instead of attaching a certificate or an affidavit, the
1127711277 personal representative may exhibit the securities to the judge,
1127811278 who shall endorse on the account, or include in the judge's order
1127911279 with respect to the account, a statement that the securities shown
1128011280 in the account as on hand were exhibited to the judge and that the
1128111281 securities were the same as those shown in the account, or note any
1128211282 variance.
1128311283 (d) If the securities are exhibited at a location other than
1128411284 where the securities are deposited for safekeeping, that exhibit is
1128511285 at the personal representative's own expense and risk. (Tex. Prob.
1128611286 Code, Sec. 399(c) (part).)
1128711287 Sec. 359.005. VERIFICATION OF ACCOUNT. The personal
1128811288 representative shall attach to the annual account the
1128911289 representative's affidavit that the account contains a correct and
1129011290 complete statement of the matters to which it relates. (Tex. Prob.
1129111291 Code, Sec. 399(d).)
1129211292 Sec. 359.006. ADDITIONAL ACCOUNTS. (a) At any time after
1129311293 the expiration of 15 months from the date original letters
1129411294 testamentary or of administration are granted to an executor or
1129511295 administrator, an interested person may file a written complaint in
1129611296 the court in which the estate is pending to have the representative
1129711297 cited to appear and make a written exhibit under oath that sets
1129811298 forth fully, in connection with previous exhibits, the condition of
1129911299 the estate.
1130011300 (b) If it appears to the court, from the exhibit or other
1130111301 evidence, that the executor or administrator has estate funds in
1130211302 the representative's possession that are subject to distribution
1130311303 among the creditors of the estate, the court shall order the funds
1130411304 to be paid out to the creditors in accordance with this title.
1130511305 (c) A personal representative may voluntarily present to
1130611306 the court the exhibit described by Subsection (a). If the
1130711307 representative has any estate funds in the representative's
1130811308 possession that are subject to distribution among the creditors of
1130911309 the estate, the court shall issue an order similar to the order
1131011310 entered under Subsection (b). (Tex. Prob. Code, Sec. 402.)
1131111311 [Sections 359.007-359.050 reserved for expansion]
1131211312 SUBCHAPTER B. ACTION ON ANNUAL ACCOUNT
1131311313 Sec. 359.051. FILING AND CONSIDERATION OF ANNUAL ACCOUNT.
1131411314 (a) The personal representative of an estate shall file an annual
1131511315 account with the county clerk. The county clerk shall promptly note
1131611316 the filing on the judge's docket.
1131711317 (b) At any time after the account has remained on file for 10
1131811318 days following the date the account is filed, the judge shall
1131911319 consider the account and may continue the hearing on the account
1132011320 until fully advised on all account items.
1132111321 (c) The court may not approve the account unless possession
1132211322 of cash, listed securities, or other assets held in safekeeping or
1132311323 on deposit under court order has been proven as required by law.
1132411324 (Tex. Prob. Code, Secs. 401(a), (b), (c), (d).)
1132511325 Sec. 359.052. CORRECTION OF ANNUAL ACCOUNT. (a) If the
1132611326 court finds an annual account is incorrect, the account must be
1132711327 corrected.
1132811328 (b) The court by order shall approve an annual account that
1132911329 is corrected to the satisfaction of the court and shall act with
1133011330 respect to unpaid claims in accordance with Sections 359.053 and
1133111331 359.054. (Tex. Prob. Code, Sec. 401(e) (part).)
1133211332 Sec. 359.053. ORDER FOR PAYMENT OF CLAIMS IN FULL. After
1133311333 approval of an annual account as provided by Section 359.052, if it
1133411334 appears to the court from the exhibit or other evidence that the
1133511335 estate is wholly solvent and that the personal representative has
1133611336 in the representative's possession sufficient funds to pay every
1133711337 character of claims against the estate, the court shall order
1133811338 immediate payment of all claims allowed and approved or established
1133911339 by judgment. (Tex. Prob. Code, Sec. 401(e) (part).)
1134011340 Sec. 359.054. ORDER FOR PRO RATA PAYMENT OF CLAIMS. After
1134111341 approval of an annual account as provided by Section 359.052, if it
1134211342 appears to the court from the account or other evidence that the
1134311343 funds on hand are not sufficient to pay every character of claims
1134411344 against the estate or if the estate is insolvent and the personal
1134511345 representative has any funds on hand, the court shall order the
1134611346 funds to be applied:
1134711347 (1) first to the payment of any unpaid claims having a
1134811348 preference in the order of their priority; and
1134911349 (2) then to the pro rata payment of the other claims
1135011350 allowed and approved or established by final judgment, considering:
1135111351 (A) claims that were presented before the first
1135211352 anniversary of the date administration was granted; and
1135311353 (B) claims that are in litigation or on which a
1135411354 lawsuit may be filed. (Tex. Prob. Code, Sec. 401(e) (part).)
1135511355 [Sections 359.055-359.100 reserved for expansion]
1135611356 SUBCHAPTER C. PENALTIES
1135711357 Sec. 359.101. PENALTY FOR FAILURE TO FILE ANNUAL ACCOUNT.
1135811358 (a) If the personal representative of an estate does not file an
1135911359 annual account required by Section 359.001 or 359.002, any person
1136011360 interested in the estate on written complaint, or the court on the
1136111361 court's own motion, may have the representative cited to file the
1136211362 account and show cause for the failure.
1136311363 (b) If the personal representative does not file the account
1136411364 after being cited or does not show good cause for the failure, the
1136511365 court on hearing may:
1136611366 (1) revoke the representative's letters testamentary
1136711367 or of administration; and
1136811368 (2) fine the representative in an amount not to exceed
1136911369 $500.
1137011370 (c) The personal representative and the representative's
1137111371 sureties are liable for any fine imposed and for all damages and
1137211372 costs sustained by the representative's failure. The fine,
1137311373 damages, and costs may be recovered in any court of competent
1137411374 jurisdiction. (Tex. Prob. Code, Sec. 400.)
1137511375 Sec. 359.102. PENALTY FOR FAILURE TO FILE EXHIBIT OR
1137611376 REPORT. (a) If a personal representative does not file an exhibit
1137711377 or report required by this title, any person interested in the
1137811378 estate on written complaint filed with the court clerk may have the
1137911379 representative cited to appear and show cause why the
1138011380 representative should not file the exhibit or report.
1138111381 (b) On hearing, the court may:
1138211382 (1) order the personal representative to file the
1138311383 exhibit or report; and
1138411384 (2) unless good cause is shown for the failure, revoke
1138511385 the representative's letters testamentary or of administration and
1138611386 fine the representative in an amount not to exceed $1,000. (Tex.
1138711387 Prob. Code, Sec. 403.)
1138811388 CHAPTER 360. PARTITION AND DISTRIBUTION OF ESTATE
1138911389 SUBCHAPTER A. APPLICATION FOR PARTITION AND DISTRIBUTION
1139011390 Sec. 360.001. GENERAL APPLICATION
1139111391 Sec. 360.002. APPLICATION FOR PARTIAL DISTRIBUTION
1139211392 [Sections 360.003-360.050 reserved for expansion]
1139311393 SUBCHAPTER B. CITATION
1139411394 Sec. 360.051. CITATION OF INTERESTED PERSONS
1139511395 Sec. 360.052. CITATION OF EXECUTOR OR ADMINISTRATOR
1139611396 [Sections 360.053-360.100 reserved for expansion]
1139711397 SUBCHAPTER C. PROCEEDINGS; EXPENSES
1139811398 Sec. 360.101. HEARING ON APPLICATION
1139911399 Sec. 360.102. COURT DECREE
1140011400 Sec. 360.103. EXPENSES OF PARTITION
1140111401 [Sections 360.104-360.150 reserved for expansion]
1140211402 SUBCHAPTER D. PARTITION AND DISTRIBUTION IF ESTATE PROPERTY IS
1140311403 CAPABLE OF DIVISION
1140411404 Sec. 360.151. APPOINTMENT OF COMMISSIONERS
1140511405 Sec. 360.152. WRIT OF PARTITION
1140611406 Sec. 360.153. PARTITION BY COMMISSIONERS
1140711407 Sec. 360.154. COMMISSIONERS' REPORT
1140811408 Sec. 360.155. COURT ACTION ON COMMISSIONERS' REPORT
1140911409 Sec. 360.156. DELIVERY OF PROPERTY
1141011410 Sec. 360.157. COMMISSIONERS' FEES
1141111411 [Sections 360.158-360.200 reserved for expansion]
1141211412 SUBCHAPTER E. PARTITION AND DISTRIBUTION IF ESTATE PROPERTY IS INCAPABLE OF DIVISION
1141311413 INCAPABLE OF DIVISION
1141411414 Sec. 360.201. COURT FINDING
1141511415 Sec. 360.202. SALE OF ESTATE PROPERTY
1141611416 Sec. 360.203. APPLICABILITY OF PROVISIONS RELATING TO
1141711417 SALE OF REAL ESTATE
1141811418 [Sections 360.204-360.250 reserved for expansion]
1141911419 SUBCHAPTER F. CERTAIN TYPES OF ESTATE PROPERTY
1142011420 Sec. 360.251. ESTATE CONSISTING ONLY OF MONEY OR DEBTS
1142111421 Sec. 360.252. ESTATE PROPERTY LOCATED IN ANOTHER
1142211422 COUNTY
1142311423 Sec. 360.253. COMMUNITY PROPERTY
1142411424 Sec. 360.254. JOINTLY OWNED PROPERTY
1142511425 [Sections 360.255-360.300 reserved for expansion]
1142611426 SUBCHAPTER G. ENFORCEMENT
1142711427 Sec. 360.301. LIABILITY FOR FAILURE TO DELIVER ESTATE
1142811428 PROPERTY
1142911429 CHAPTER 360. PARTITION AND DISTRIBUTION OF ESTATE
1143011430 SUBCHAPTER A. APPLICATION FOR PARTITION AND DISTRIBUTION
1143111431 Sec. 360.001. GENERAL APPLICATION. (a) At any time after
1143211432 the first anniversary of the date original letters testamentary or
1143311433 of administration are granted, an executor, administrator, heir, or
1143411434 devisee of a decedent's estate, by written application filed in the
1143511435 court in which the estate is pending, may request the partition and
1143611436 distribution of the estate.
1143711437 (b) An application under Subsection (a) must state:
1143811438 (1) the decedent's name;
1143911439 (2) the name and residence of each person entitled to a
1144011440 share of the estate and whether the person is an adult or a minor;
1144111441 (3) if the applicant does not know a fact required by
1144211442 Subdivision (2); and
1144311443 (4) the reasons why the estate should be partitioned
1144411444 and distributed. (Tex. Prob. Code, Secs. 373(a), (b).)
1144511445 Sec. 360.002. APPLICATION FOR PARTIAL DISTRIBUTION. (a)
1144611446 At any time after original letters testamentary or of
1144711447 administration are granted and the inventory, appraisement, and
1144811448 list of claims are filed and approved, an executor, administrator,
1144911449 heir, or devisee of a decedent's estate, by written application
1145011450 filed in the court in which the estate is pending, may request a
1145111451 distribution of any portion of the estate.
1145211452 (b) All interested parties, including known creditors, must
1145311453 be personally cited as in other distributions.
1145411454 (c) Except as provided by Subsection (d), the court, on
1145511455 proper citation and hearing, may distribute any portion of the
1145611456 estate the court considers advisable.
1145711457 (d) If a distribution is to be made to one or more heirs or
1145811458 devisees, but not to all heirs or devisees, the court shall require
1145911459 a refunding bond in an amount determined by the court to be filed
1146011460 with the court, unless a written waiver of the bond requirement is
1146111461 filed with the court by all interested parties. On approving the
1146211462 bond, if required, the court shall order the distribution of the
1146311463 relevant portion of the estate.
1146411464 (e) This section applies to corpus as well as income,
1146511465 notwithstanding any other provision of this title. (Tex. Prob.
1146611466 Code, Sec. 373(c).)
1146711467 [Sections 360.003-360.050 reserved for expansion]
1146811468 SUBCHAPTER B. CITATION
1146911469 Sec. 360.051. CITATION OF INTERESTED PERSONS. (a) On the
1147011470 filing of the application, the clerk shall issue a citation that:
1147111471 (1) states:
1147211472 (A) the decedent's name; and
1147311473 (B) the date the court will hear the application;
1147411474 and
1147511475 (2) requires all persons interested in the estate to
1147611476 appear and show cause why the estate should not be partitioned and
1147711477 distributed.
1147811478 (b) A citation under this section must be:
1147911479 (1) personally served on each person residing in the
1148011480 state who is entitled to a share of the estate and whose address is
1148111481 known; and
1148211482 (2) served by publication on any person entitled to a
1148311483 share of the estate:
1148411484 (A) whose identity or address is not known;
1148511485 (B) who is not a resident of this state; or
1148611486 (C) who is a resident of this state but is absent
1148711487 from this state. (Tex. Prob. Code, Sec. 374.)
1148811488 Sec. 360.052. CITATION OF EXECUTOR OR ADMINISTRATOR. When
1148911489 a person other than the executor or administrator applies for
1149011490 partition and distribution, the executor or administrator must also
1149111491 be cited to appear and answer the application and file in court a
1149211492 verified exhibit and account of the condition of the estate, as in
1149311493 the case of a final settlement. (Tex. Prob. Code, Sec. 375.)
1149411494 [Sections 360.053-360.100 reserved for expansion]
1149511495 SUBCHAPTER C. PROCEEDINGS; EXPENSES
1149611496 Sec. 360.101. HEARING ON APPLICATION. (a) At the hearing
1149711497 on an application for partition and distribution, the court shall
1149811498 determine:
1149911499 (1) the residue of the estate that is subject to
1150011500 partition and distribution;
1150111501 (2) the persons entitled by law to partition and
1150211502 distribution and those persons' respective shares; and
1150311503 (3) whether an advancement has been made to any of the
1150411504 persons described by Subdivision (2), and if so, the nature and
1150511505 value of the advancement.
1150611506 (b) For purposes of Subsection (a)(1), the residue of the
1150711507 estate is determined by deducting from the entire assets of the
1150811508 estate remaining on hand:
1150911509 (1) the amount of all debts and expenses that:
1151011510 (A) have been approved or established by judgment
1151111511 but not paid; or
1151211512 (B) may be established by judgment in the future;
1151311513 and
1151411514 (2) the probable future expenses of administration.
1151511515 (c) If an advancement described by Subsection (a)(3) has
1151611516 been made, the court shall require the advancement to be placed in
1151711517 hotchpotch as required by the law governing intestate succession.
1151811518 (Tex. Prob. Code, Sec. 377.)
1151911519 Sec. 360.102. COURT DECREE. If the court determines that
1152011520 the estate should be partitioned and distributed, the court shall
1152111521 enter a decree stating:
1152211522 (1) the name and address, if known, of each person
1152311523 entitled to a share of the estate, specifying:
1152411524 (A) which of those persons are known to be
1152511525 minors;
1152611526 (B) the name of the minors' guardian or guardian
1152711527 ad litem; and
1152811528 (C) the name of the attorney appointed to
1152911529 represent those persons who are unknown or who are not residents of
1153011530 this state;
1153111531 (2) the proportional part of the estate to which each
1153211532 person is entitled;
1153311533 (3) a full description of all the estate to be
1153411534 distributed; and
1153511535 (4) that the executor or administrator must retain
1153611536 possession of a sufficient amount of money or property to pay all
1153711537 debts, taxes, and expenses of administration and specifying the
1153811538 amount of money or the property to be retained. (Tex. Prob. Code,
1153911539 Sec. 378.)
1154011540 Sec. 360.103. EXPENSES OF PARTITION. (a) The distributees
1154111541 shall pay the expense of the estate's partition pro rata.
1154211542 (b) The portion of the estate allotted to a distributee is
1154311543 liable for the distributee's portion of the partition expense, and,
1154411544 if not paid, the court may order execution for the expense in the
1154511545 names of the persons entitled to payment of the expense. (Tex.
1154611546 Prob. Code, Sec. 387.)
1154711547 [Sections 360.104-360.150 reserved for expansion]
1154811548 SUBCHAPTER D. PARTITION AND DISTRIBUTION IF ESTATE PROPERTY IS
1154911549 CAPABLE OF DIVISION
1155011550 Sec. 360.151. APPOINTMENT OF COMMISSIONERS. If the estate
1155111551 does not consist entirely of money or debts due to the estate and
1155211552 the court has not previously determined that the estate is
1155311553 incapable of partition, the court shall appoint three or more
1155411554 discreet and disinterested persons as commissioners to make a
1155511555 partition and distribution of the estate. (Tex. Prob. Code, Sec.
1155611556 380(a).)
1155711557 Sec. 360.152. WRIT OF PARTITION. (a) When commissioners
1155811558 are appointed under Section 360.151, the clerk shall issue a writ of
1155911559 partition directed to the commissioners, commanding the
1156011560 commissioners to:
1156111561 (1) proceed promptly to make the partition and
1156211562 distribution in accordance with the court decree; and
1156311563 (2) return the writ, with the commissioners'
1156411564 proceedings under the writ, on a date stated in the writ.
1156511565 (b) A copy of the court decree must accompany the writ.
1156611566 (c) The writ must be served by:
1156711567 (1) delivering the writ and the accompanying copy of
1156811568 the court decree to one of the commissioners; and
1156911569 (2) notifying the other commissioners, verbally or
1157011570 otherwise, of the commissioners' appointment.
1157111571 (d) Service under Subsection (c) may be made by any person.
1157211572 (Tex. Prob. Code, Sec. 380(b).)
1157311573 Sec. 360.153. PARTITION BY COMMISSIONERS. (a) The
1157411574 commissioners shall make a fair, just, and impartial partition and
1157511575 distribution of the estate in the following order and manner:
1157611576 (1) if the real estate is capable of being divided
1157711577 without manifest injury to all or any of the distributees, the
1157811578 commissioners shall partition and distribute the land or other
1157911579 property by allotting to each distributee:
1158011580 (A) a share in each parcel;
1158111581 (B) shares in one or more parcels; or
1158211582 (C) one or more parcels separately, with or
1158311583 without the addition of a share of other parcels;
1158411584 (2) if the real estate is not capable of a fair, just,
1158511585 and equal division in kind, but may be made capable of a fair, just,
1158611586 and equal division in kind by allotting to one or more of the
1158711587 distributees a proportion of the money or other personal property
1158811588 to supply the deficiency, the commissioners may make, as nearly as
1158911589 possible, an equal division of the real estate and supply the
1159011590 deficiency of any share from the money or other personal property;
1159111591 and
1159211592 (3) the commissioners shall:
1159311593 (A) make a like division in kind, as nearly as
1159411594 possible, of the money and other personal property; and
1159511595 (B) determine by lot, among equal shares, to whom
1159611596 each share shall belong.
1159711597 (b) The commissioners shall allot the land or other property
1159811598 under Subsection (a)(1) in the manner described by that subsection
1159911599 that is most in the interest of the distributees. (Tex. Prob. Code,
1160011600 Sec. 380(c).)
1160111601 Sec. 360.154. COMMISSIONERS' REPORT. (a) After dividing
1160211602 all or any part of the estate, at least a majority of the
1160311603 commissioners shall make a written, sworn report to the court that:
1160411604 (1) states the property divided by the commissioners;
1160511605 and
1160611606 (2) describes in particular the property allotted to
1160711607 each distributee and the value of that property.
1160811608 (b) If real estate was divided, the report must also contain
1160911609 a general plat of the land with:
1161011610 (1) the division lines plainly set down; and
1161111611 (2) the number of acres in each share. (Tex. Prob.
1161211612 Code, Sec. 380(d).)
1161311613 Sec. 360.155. COURT ACTION ON COMMISSIONERS' REPORT. (a)
1161411614 On the return of a commissioners' report under Section 360.154, the
1161511615 court shall:
1161611616 (1) examine the report carefully; and
1161711617 (2) hear:
1161811618 (A) all exceptions and objections to the report;
1161911619 and
1162011620 (B) all evidence in favor of or against the
1162111621 report.
1162211622 (b) If the report is informal, the court shall have the
1162311623 informality corrected.
1162411624 (c) If the division appears to have been fairly made
1162511625 according to law and no valid exceptions are taken to the division,
1162611626 the court shall approve the division and enter a decree vesting
1162711627 title in the distributees of the distributees' respective shares or
1162811628 portions of the property as set apart to the distributees by the
1162911629 commissioners.
1163011630 (d) If the division does not appear to have been fairly made
1163111631 according to law or a valid exception is taken to the division, the
1163211632 court may:
1163311633 (1) set aside the report and division; and
1163411634 (2) order a new partition to be made. (Tex. Prob.
1163511635 Code, Sec. 380(e).)
1163611636 Sec. 360.156. DELIVERY OF PROPERTY. When the
1163711637 commissioners' report has been approved and ordered to be recorded,
1163811638 the court shall order the executor or administrator to deliver to
1163911639 the distributees on demand the distributees' respective shares of
1164011640 the estate, including all the title deeds and documents belonging
1164111641 to the distributees. (Tex. Prob. Code, Sec. 380(f).)
1164211642 Sec. 360.157. COMMISSIONERS' FEES. A commissioner who
1164311643 partitions and distributes an estate under this subchapter is
1164411644 entitled to $5 for each day the commissioner necessarily engages in
1164511645 performing the commissioner's duties, to be taxed and paid as other
1164611646 costs in cases of partition. (Tex. Prob. Code, Sec. 380(g).)
1164711647 [Sections 360.158-360.200 reserved for expansion]
1164811648 SUBCHAPTER E. PARTITION AND DISTRIBUTION IF ESTATE PROPERTY IS
1164911649 INCAPABLE OF DIVISION
1165011650 Sec. 360.201. COURT FINDING. If, in the court's opinion,
1165111651 all or part of an estate is not capable of a fair and equal partition
1165211652 and distribution, the court shall make a special written finding
1165311653 specifying the property incapable of division. (Tex. Prob. Code,
1165411654 Sec. 381(a).)
1165511655 Sec. 360.202. SALE OF ESTATE PROPERTY. (a) When the court
1165611656 has found that all or part of an estate is not capable of fair and
1165711657 equal division, the court shall order the sale of all estate
1165811658 property not capable of fair and equal division.
1165911659 (b) The sale must be made by the executor or administrator
1166011660 in the manner provided for the sale of real estate to satisfy estate
1166111661 debts.
1166211662 (c) The court shall distribute the proceeds collected from
1166311663 the sale to the persons entitled to the proceeds.
1166411664 (d) A distributee who buys property at the sale is required
1166511665 to pay or secure only the amount by which the distributee's bid
1166611666 exceeds the amount of the distributee's share of the property.
1166711667 (Tex. Prob. Code, Secs. 381(b), (c).)
1166811668 Sec. 360.203. APPLICABILITY OF PROVISIONS RELATING TO SALE
1166911669 OF REAL ESTATE. The provisions of this title relating to reports of
1167011670 sales of real estate, the giving of an increased general or
1167111671 additional bond on the sale of real estate, and the vesting of title
1167211672 to property sold by decree or by deed apply to sales made under this
1167311673 subchapter. (Tex. Prob. Code, Sec. 381(d).)
1167411674 [Sections 360.204-360.250 reserved for expansion]
1167511675 SUBCHAPTER F. CERTAIN TYPES OF ESTATE PROPERTY
1167611676 Sec. 360.251. ESTATE CONSISTING ONLY OF MONEY OR DEBTS. If
1167711677 the estate to be distributed consists only of money or debts due to
1167811678 the estate, the court shall:
1167911679 (1) set the amount to which each distributee is
1168011680 entitled; and
1168111681 (2) order the executor or administrator to pay and
1168211682 deliver that amount. (Tex. Prob. Code, Sec. 379.)
1168311683 Sec. 360.252. ESTATE PROPERTY LOCATED IN ANOTHER COUNTY.
1168411684 (a) If any portion of the estate to be partitioned is located in
1168511685 another county and cannot be fairly partitioned without prejudice
1168611686 to the distributees' interests, the commissioners may report those
1168711687 facts to the court in writing.
1168811688 (b) On the making of a report under Subsection (a), if the
1168911689 court is satisfied that the property cannot be fairly divided or
1169011690 that the sale of the property would be more advantageous to the
1169111691 distributees, the court may order a sale of the property. The sale
1169211692 must be conducted in the manner provided by Subchapter E for the
1169311693 sale of property that is not capable of fair and equal division.
1169411694 (c) If the court is not satisfied that the property cannot
1169511695 be fairly and advantageously divided, or that the sale of the
1169611696 property would be more advantageous to the distributees, the court
1169711697 may appoint three or more commissioners in each county in which the
1169811698 property is located. If the court appoints commissioners under
1169911699 this subsection, the proceedings under Subchapter D for partition
1170011700 by commissioners must be followed. (Tex. Prob. Code, Sec. 382.)
1170111701 Sec. 360.253. COMMUNITY PROPERTY. (a) If a spouse dies
1170211702 leaving community property, the surviving spouse, at any time after
1170311703 letters testamentary or of administration have been granted and an
1170411704 inventory, appraisement, and list of claims of the estate have been
1170511705 returned, may apply in writing to the court that granted the letters
1170611706 for a partition of the community property.
1170711707 (b) The surviving spouse shall execute and deliver a bond to
1170811708 the judge of the court described by Subsection (a). The bond must
1170911709 be:
1171011710 (1) with a corporate surety or at least two good and
1171111711 sufficient personal sureties;
1171211712 (2) payable to and approved by the judge;
1171311713 (3) in an amount equal to the value of the surviving
1171411714 spouse's interest in the community property; and
1171511715 (4) conditioned for the payment of half of all debts
1171611716 existing against the community property.
1171711717 (c) The court shall proceed to partition the community
1171811718 property into two equal moieties, one to be delivered to the
1171911719 surviving spouse and the other to be delivered to the executor or
1172011720 administrator of the deceased spouse's estate.
1172111721 (d) If a partition is made under this section:
1172211722 (1) a lien exists on the property delivered to the
1172311723 surviving spouse to secure the payment of the bond required under
1172411724 Subsection (b); and
1172511725 (2) any creditor of the community estate:
1172611726 (A) may sue in the creditor's own name on the
1172711727 bond; and
1172811728 (B) is entitled:
1172911729 (i) to have judgment on the bond for half of
1173011730 the debt the creditor establishes; and
1173111731 (ii) to be paid by the executor or
1173211732 administrator of the deceased spouse's estate for the other half.
1173311733 (e) The provisions of this title relating to the partition
1173411734 and distribution of an estate apply to a partition under this
1173511735 section to the extent applicable. (Tex. Prob. Code, Sec. 385.)
1173611736 Sec. 360.254. JOINTLY OWNED PROPERTY. (a) A person who has
1173711737 a joint interest with a decedent's estate in any property may apply
1173811738 to the court that granted letters testamentary or of administration
1173911739 on the estate for a partition of the property.
1174011740 (b) On application under Subsection (a), the court shall
1174111741 partition the property between the applicant and the decedent's
1174211742 estate.
1174311743 (c) The provisions of this title relating to the partition
1174411744 and distribution of an estate govern a partition under this section
1174511745 to the extent applicable. (Tex. Prob. Code, Sec. 386.)
1174611746 [Sections 360.255-360.300 reserved for expansion]
1174711747 SUBCHAPTER G. ENFORCEMENT
1174811748 Sec. 360.301. LIABILITY FOR FAILURE TO DELIVER ESTATE
1174911749 PROPERTY. (a) If an executor or administrator neglects, when
1175011750 demanded, to deliver a portion of an estate ordered to be delivered
1175111751 to a person entitled to that portion, the person may file with the
1175211752 court clerk a written complaint alleging:
1175311753 (1) the fact of the neglect;
1175411754 (2) the date of the person's demand; and
1175511755 (3) other relevant facts.
1175611756 (b) On the filing of a complaint under Subsection (a), the
1175711757 court clerk shall issue a citation to be served personally on the
1175811758 executor or administrator. The citation must:
1175911759 (1) apprise the executor or administrator of the
1176011760 complaint; and
1176111761 (2) cite the executor or administrator to appear
1176211762 before the court and answer, if the executor or administrator
1176311763 desires, at the time designated in the citation.
1176411764 (c) If at the hearing the court finds that the citation was
1176511765 properly served and returned and that the executor or administrator
1176611766 is guilty of the neglect alleged, the court shall enter an order to
1176711767 that effect.
1176811768 (d) An executor or administrator found guilty under
1176911769 Subsection (c) is liable to the complainant for damages at the rate
1177011770 of 10 percent of the amount or the appraised value of the portion of
1177111771 the estate neglectfully withheld, per month, for each month or
1177211772 fraction of a month that the portion is or has been neglectfully
1177311773 withheld after the date of demand. Damages under this subsection
1177411774 may be recovered in any court of competent jurisdiction. (Tex.
1177511775 Prob. Code, Sec. 384.)
1177611776 CHAPTER 361. DEATH, RESIGNATION, OR REMOVAL OF PERSONAL REPRESENTATIVES; APPOINTMENT OF SUCCESSORS
1177711777 REPRESENTATIVES; APPOINTMENT OF SUCCESSORS
1177811778 SUBCHAPTER A. RESIGNATION OF PERSONAL REPRESENTATIVE
1177911779 Sec. 361.001. RESIGNATION APPLICATION
1178011780 Sec. 361.002. IMMEDIATE APPOINTMENT OF SUCCESSOR;
1178111781 DISCHARGE AND RELEASE
1178211782 Sec. 361.003. HEARING DATE; CITATION
1178311783 Sec. 361.004. HEARING
1178411784 Sec. 361.005. REQUIREMENTS FOR DISCHARGE
1178511785 [Sections 361.006-361.050 reserved for expansion]
1178611786 SUBCHAPTER B. REMOVAL AND REINSTATEMENT OF PERSONAL REPRESENTATIVE
1178711787 Sec. 361.051. REMOVAL WITHOUT NOTICE
1178811788 Sec. 361.052. REMOVAL WITH NOTICE
1178911789 Sec. 361.053. REMOVAL ORDER
1179011790 Sec. 361.054. REMOVAL AND REINSTATEMENT OF PERSONAL
1179111791 CIRCUMSTANCES
1179211792 [Sections 361.055-361.100 reserved for expansion]
1179311793 SUBCHAPTER C. APPOINTMENT OF SUCCESSOR REPRESENTATIVE
1179411794 Sec. 361.101. REQUIREMENTS FOR REVOCATION OF LETTERS
1179511795 Sec. 361.102. APPOINTMENT BECAUSE OF DEATH,
1179611796 RESIGNATION, OR REMOVAL
1179711797 Sec. 361.103. APPOINTMENT BECAUSE OF EXISTENCE OF
1179811798 PRIOR RIGHT
1179911799 Sec. 361.104. APPOINTMENT WHEN NAMED EXECUTOR BECOMES
1180011800 AN ADULT
1180111801 Sec. 361.105. APPOINTMENT OF FORMERLY SICK OR ABSENT
1180211802 EXECUTOR
1180311803 Sec. 361.106. APPOINTMENT WHEN WILL DISCOVERED AFTER
1180411804 GRANT OF ADMINISTRATION
1180511805 [Sections 361.107-361.150 reserved for expansion]
1180611806 SUBCHAPTER D. PROCEDURES AFTER DEATH, RESIGNATION, OR REMOVAL OF PERSONAL REPRESENTATIVE
1180711807 PERSONAL REPRESENTATIVE
1180811808 Sec. 361.151. PAYMENT TO ESTATE WHILE OFFICE OF
1180911809 PERSONAL REPRESENTATIVE IS VACANT
1181011810 Sec. 361.152. FURTHER ADMINISTRATION WITH OR WITHOUT
1181111811 NOTICE OR WILL ANNEXED
1181211812 Sec. 361.153. RIGHTS, POWERS, AND DUTIES OF SUCCESSOR
1181311813 REPRESENTATIVE
1181411814 Sec. 361.154. SUCCESSOR EXECUTOR ALSO SUCCEEDS TO
1181511815 PRIOR RIGHTS AND DUTIES
1181611816 Sec. 361.155. SUCCESSOR REPRESENTATIVE TO RETURN
1181711817 CLAIMS
1181811818 CHAPTER 361. DEATH, RESIGNATION, OR REMOVAL OF PERSONAL
1181911819 REPRESENTATIVES; APPOINTMENT OF SUCCESSORS
1182011820 SUBCHAPTER A. RESIGNATION OF PERSONAL REPRESENTATIVE
1182111821 Sec. 361.001. RESIGNATION APPLICATION. A personal
1182211822 representative who wishes to resign the representative's trust
1182311823 shall file a written application with the court clerk, accompanied
1182411824 by a complete and verified exhibit and final account showing the
1182511825 true condition of the estate entrusted to the representative's
1182611826 care. (Tex. Prob. Code, Sec. 221(a).)
1182711827 Sec. 361.002. IMMEDIATE APPOINTMENT OF SUCCESSOR;
1182811828 DISCHARGE AND RELEASE. (a) If the necessity exists, the court may
1182911829 immediately accept the resignation of a personal representative and
1183011830 appoint a successor representative.
1183111831 (b) The court may not discharge a person whose resignation
1183211832 is accepted under Subsection (a), or release the person or the
1183311833 sureties on the person's bond, until a final order has been issued
1183411834 or judgment has been rendered on the final account required under
1183511835 Section 361.001. (Tex. Prob. Code, Sec. 221(b).)
1183611836 Sec. 361.003. HEARING DATE; CITATION. (a) When an
1183711837 application to resign as personal representative is filed under
1183811838 Section 361.001, supported by the exhibit and final account
1183911839 required under that section, the court clerk shall bring the
1184011840 application to the judge's attention and the judge shall set a date
1184111841 for a hearing on the matter.
1184211842 (b) After a hearing is set under Subsection (a), the clerk
1184311843 shall issue a citation to all interested persons, showing:
1184411844 (1) that an application that complies with Section
1184511845 361.001 has been filed; and
1184611846 (2) the time and place set for the hearing at which the
1184711847 interested persons may appear and contest the exhibit and final
1184811848 account supporting the application.
1184911849 (c) Unless the court directs that the citation under
1185011850 Subsection (b) be published, the citation must be posted. (Tex.
1185111851 Prob. Code, Sec. 221(c).)
1185211852 Sec. 361.004. HEARING. (a) At the time set for the hearing
1185311853 under Section 361.003, unless the court continues the hearing, and
1185411854 if the court finds that the citation required under that section has
1185511855 been properly issued and served, the court shall:
1185611856 (1) examine the exhibit and final account required by
1185711857 Section 361.001;
1185811858 (2) hear all evidence for and against the exhibit and
1185911859 final account; and
1186011860 (3) if necessary, restate and audit and settle the
1186111861 exhibit and final account.
1186211862 (b) If the court is satisfied that the matters entrusted to
1186311863 the personal representative applying to resign have been handled
1186411864 and accounted for in accordance with the law, the court shall:
1186511865 (1) enter an order approving the exhibit and final
1186611866 account; and
1186711867 (2) require that any estate property remaining in the
1186811868 applicant's possession be delivered to the persons entitled by law
1186911869 to receive the property. (Tex. Prob. Code, Sec. 221(d).)
1187011870 Sec. 361.005. REQUIREMENTS FOR DISCHARGE. (a) A personal
1187111871 representative applying to resign may not be discharged until:
1187211872 (1) the resignation application has been heard;
1187311873 (2) the exhibit and final account required under
1187411874 Section 361.001 have been examined, settled, and approved; and
1187511875 (3) the applicant has satisfied the court that the
1187611876 applicant has:
1187711877 (A) delivered any estate property remaining in
1187811878 the applicant's possession; or
1187911879 (B) complied with all lawful orders of the court
1188011880 with relation to the applicant's trust as representative.
1188111881 (b) When a personal representative applying to resign has
1188211882 fully complied with the orders of the court, the court shall enter
1188311883 an order:
1188411884 (1) accepting the resignation; and
1188511885 (2) discharging the applicant, and, if the applicant
1188611886 is under bond, the applicant's sureties. (Tex. Prob. Code, Secs.
1188711887 221(e), (f).)
1188811888 [Sections 361.006-361.050 reserved for expansion]
1188911889 SUBCHAPTER B. REMOVAL AND REINSTATEMENT OF PERSONAL REPRESENTATIVE
1189011890 Sec. 361.051. REMOVAL WITHOUT NOTICE. The court, on the
1189111891 court's own motion or on the motion of any interested person, and
1189211892 without notice, may remove a personal representative appointed
1189311893 under this title who:
1189411894 (1) neglects to qualify in the manner and time
1189511895 required by law;
1189611896 (2) fails to return, before the 91st day after the date
1189711897 the representative qualifies, an inventory of the estate property
1189811898 and a list of claims that have come to the representative's
1189911899 knowledge, unless that deadline is extended by court order;
1190011900 (3) if required, fails to give a new bond within the
1190111901 time prescribed;
1190211902 (4) is absent from the state for a consecutive period
1190311903 of three or more months without the court's permission, or moves out
1190411904 of state;
1190511905 (5) cannot be served with notices or other processes
1190611906 because:
1190711907 (A) the representative's whereabouts are
1190811908 unknown;
1190911909 (B) the representative is eluding service; or
1191011910 (C) the representative is a nonresident of this
1191111911 state who does not have a resident agent to accept service of
1191211912 process in any probate proceeding or other action relating to the
1191311913 estate; or
1191411914 (6) subject to Section 361.054(a), has misapplied,
1191511915 embezzled, or removed from the state, or is about to misapply,
1191611916 embezzle, or remove from the state, all or part of the property
1191711917 entrusted to the representative's care. (Tex. Prob. Code, Sec.
1191811918 222(a)(1).)
1191911919 Sec. 361.052. REMOVAL WITH NOTICE. The court may remove a
1192011920 personal representative on the court's own motion, or on the
1192111921 complaint of any interested person, after the representative has
1192211922 been cited by personal service to answer at a time and place fixed
1192311923 in the notice, if:
1192411924 (1) sufficient grounds appear to support a belief that
1192511925 the representative has misapplied, embezzled, or removed from the
1192611926 state, or is about to misapply, embezzle, or remove from the state,
1192711927 all or part of the property entrusted to the representative's care;
1192811928 (2) the representative fails to return any account
1192911929 required by law to be made;
1193011930 (3) the representative fails to obey a proper order of
1193111931 the court that has jurisdiction with respect to the performance of
1193211932 the representative's duties;
1193311933 (4) the representative is proved to have been guilty
1193411934 of gross misconduct, or mismanagement in the performance of the
1193511935 representative's duties;
1193611936 (5) the representative:
1193711937 (A) becomes incapacitated;
1193811938 (B) is sentenced to the penitentiary; or
1193911939 (C) from any other cause, becomes incapable of
1194011940 properly performing the duties of the representative's trust; or
1194111941 (6) the representative, as executor or administrator,
1194211942 fails to:
1194311943 (A) make a final settlement by the third
1194411944 anniversary of the date letters testamentary or of administration
1194511945 are granted, unless that period is extended by the court on a
1194611946 showing of sufficient cause supported by oath; or
1194711947 (B) timely file the affidavit or certificate
1194811948 required by Section 308.004. (Tex. Prob. Code, Sec. 222(b).)
1194911949 Sec. 361.053. REMOVAL ORDER. An order removing a personal
1195011950 representative must:
1195111951 (1) state the cause of the removal;
1195211952 (2) require that, if the removed representative has
1195311953 been personally served with citation, any letters testamentary or
1195411954 of administration issued to the removed representative be
1195511955 surrendered, and that, regardless of whether the letters have been
1195611956 delivered, all the letters be canceled of record; and
1195711957 (3) require the removed representative to deliver any
1195811958 estate property in the representative's possession to the persons
1195911959 entitled to the property or to the person who has been appointed and
1196011960 has qualified as successor representative. (Tex. Prob. Code, Sec.
1196111961 222(c).)
1196211962 Sec. 361.054. REMOVAL AND REINSTATEMENT OF PERSONAL
1196311963 REPRESENTATIVE UNDER CERTAIN CIRCUMSTANCES. (a) The court may
1196411964 remove a personal representative under Section 361.051(6) only on
1196511965 the presentation of clear and convincing evidence given under oath.
1196611966 (b) Not later than the 10th day after the date the court
1196711967 signs the order of removal, a personal representative who is
1196811968 removed under Section 361.051(6) may file an application with the
1196911969 court for a hearing to determine whether the representative should
1197011970 be reinstated.
1197111971 (c) On the filing of an application under Subsection (b),
1197211972 the court clerk shall issue to the applicant and to the successor
1197311973 representative of the decedent's estate a notice stating:
1197411974 (1) that an application for reinstatement has been
1197511975 filed;
1197611976 (2) the name of the decedent from whose estate the
1197711977 applicant was removed as personal representative; and
1197811978 (3) the name of the applicant for reinstatement.
1197911979 (d) The notice required by Subsection (c) must cite all
1198011980 persons interested in the estate to appear at the time and place
1198111981 stated in the notice if the persons wish to contest the application.
1198211982 (e) If, at the conclusion of a hearing under this section,
1198311983 the court is satisfied by a preponderance of the evidence that the
1198411984 personal representative applying for reinstatement did not engage
1198511985 in the conduct that directly led to the applicant's removal, the
1198611986 court shall:
1198711987 (1) set aside any order appointing a successor
1198811988 representative; and
1198911989 (2) enter an order reinstating the applicant as
1199011990 personal representative of the estate.
1199111991 (f) If the court sets aside the appointment of a successor
1199211992 representative under this section, the court may require the
1199311993 successor representative to prepare and file, under oath, an
1199411994 accounting of the estate and to detail the disposition the
1199511995 successor has made of the estate property. (Tex. Prob. Code, Secs.
1199611996 222(a)(2), 222A.)
1199711997 [Sections 361.055-361.100 reserved for expansion]
1199811998 SUBCHAPTER C. APPOINTMENT OF SUCCESSOR REPRESENTATIVE
1199911999 Sec. 361.101. REQUIREMENTS FOR REVOCATION OF LETTERS.
1200012000 Except as otherwise expressly provided by this title, the court may
1200112001 revoke letters testamentary or of administration and grant other
1200212002 letters only:
1200312003 (1) on application; and
1200412004 (2) after personal service of citation on the person,
1200512005 if living, whose letters are sought to be revoked, requiring the
1200612006 person to appear and show cause why the application should not be
1200712007 granted. (Tex. Prob. Code, Sec. 220(f).)
1200812008 Sec. 361.102. APPOINTMENT BECAUSE OF DEATH, RESIGNATION, OR
1200912009 REMOVAL. (a) If a person appointed as personal representative
1201012010 fails to qualify or, after qualifying, dies, resigns, or is
1201112011 removed, the court may, on application, appoint a successor
1201212012 representative if the appointment of a successor is necessary. The
1201312013 appointment may be made before a final accounting is filed or before
1201412014 any action on a final accounting is taken. In the event of death,
1201512015 the legal representatives of the deceased personal representative
1201612016 shall account for, pay, and deliver all estate property that was
1201712017 entrusted to the deceased personal representative's care to the
1201812018 persons legally entitled to receive the property, at the time and in
1201912019 the manner ordered by the court.
1202012020 (b) The court may appoint a successor representative under
1202112021 this section without citation or notice if the court finds that the
1202212022 immediate appointment of a successor representative is necessary.
1202312023 (Tex. Prob. Code, Sec. 220(a).)
1202412024 Sec. 361.103. APPOINTMENT BECAUSE OF EXISTENCE OF PRIOR
1202512025 RIGHT. If letters testamentary or of administration have been
1202612026 granted to a person and another person applies for letters, the
1202712027 court shall revoke the initial letters and grant letters to the
1202812028 second applicant if the second applicant:
1202912029 (1) is qualified;
1203012030 (2) has a prior right to the letters; and
1203112031 (3) has not waived the prior right to the letters.
1203212032 (Tex. Prob. Code, Sec. 220(b).)
1203312033 Sec. 361.104. APPOINTMENT WHEN NAMED EXECUTOR BECOMES AN
1203412034 ADULT. (a) A person named as executor in a will who was not an
1203512035 adult when the will was probated is entitled to have letters
1203612036 testamentary or of administration that were granted to another
1203712037 person revoked and appropriate letters granted to the named
1203812038 executor on proof that the named executor has become an adult and is
1203912039 not otherwise disqualified.
1204012040 (b) This subsection applies only if a will names two or more
1204112041 persons as executor. A person named as an executor in the will who
1204212042 was a minor when the will was probated may, on becoming an adult,
1204312043 qualify and receive letters if:
1204412044 (1) letters have been issued only to the named
1204512045 executors in the will who were adults when the will was probated;
1204612046 and
1204712047 (2) the person is not otherwise disqualified from
1204812048 receiving letters. (Tex. Prob. Code, Sec. 220(c).)
1204912049 Sec. 361.105. APPOINTMENT OF FORMERLY SICK OR ABSENT
1205012050 EXECUTOR. (a) This section applies only to a person named as
1205112051 executor in a will who was sick or absent from the state when the
1205212052 testator died or the will was proved and, as a result, could not:
1205312053 (1) present the will for probate before the 31st day
1205412054 after the date of the testator's death; or
1205512055 (2) accept and qualify as executor before the 21st day
1205612056 after the date the will is probated.
1205712057 (b) A person to whom this section applies may accept and
1205812058 qualify as executor before the 61st day after the date the person
1205912059 returns to the state or recovers from illness if proof is presented
1206012060 to the court that the person was ill or absent.
1206112061 (c) If a person accepts and qualifies as executor under
1206212062 Subsection (b) and letters testamentary or of administration have
1206312063 been issued to another person, the court shall revoke the other
1206412064 person's letters. (Tex. Prob. Code, Sec. 220(d).)
1206512065 Sec. 361.106. APPOINTMENT WHEN WILL DISCOVERED AFTER GRANT
1206612066 OF ADMINISTRATION. If, after letters of administration have been
1206712067 issued, it is discovered that the decedent left a lawful will, the
1206812068 court shall revoke the letters of administration and issue proper
1206912069 letters to any persons entitled to the letters. (Tex. Prob. Code,
1207012070 Sec. 220(e).)
1207112071 [Sections 361.107-361.150 reserved for expansion]
1207212072 SUBCHAPTER D. PROCEDURES AFTER DEATH, RESIGNATION, OR REMOVAL OF
1207312073 PERSONAL REPRESENTATIVE
1207412074 Sec. 361.151. PAYMENT TO ESTATE WHILE OFFICE OF PERSONAL
1207512075 REPRESENTATIVE IS VACANT. (a) A debtor, obligor, or payor may pay
1207612076 or tender money or another thing of value falling due to an estate
1207712077 while the office of personal representative of the estate is vacant
1207812078 to the court clerk for the credit of the estate.
1207912079 (b) Payment or tender under Subsection (a) discharges the
1208012080 debtor, obligor, or payor of the obligation for all purposes to the
1208112081 extent and purpose of the payment or tender.
1208212082 (c) If the court clerk accepts payment or tender under this
1208312083 section, the court clerk shall issue a receipt for the payment or
1208412084 tender. (Tex. Prob. Code, Sec. 220(g).)
1208512085 Sec. 361.152. FURTHER ADMINISTRATION WITH OR WITHOUT NOTICE
1208612086 OR WILL ANNEXED. (a) If an estate is unrepresented as a result of
1208712087 the death, removal, or resignation of the estate's personal
1208812088 representative, and on application by a qualified person interested
1208912089 in the estate, the court shall grant further administration of the
1209012090 estate if necessary, and with the will annexed if there is a will.
1209112091 (b) An appointment under Subsection (a) shall be made on
1209212092 notice and after a hearing, as in the case of an original
1209312093 appointment, except that, if the court finds that the immediate
1209412094 appointment of a successor representative is necessary, the court
1209512095 may appoint the successor on application but without citation or
1209612096 notice. (Tex. Prob. Code, Sec. 223.)
1209712097 Sec. 361.153. RIGHTS, POWERS, AND DUTIES OF SUCCESSOR
1209812098 REPRESENTATIVE. (a) If a personal representative of an estate not
1209912099 administered succeeds another personal representative, the
1210012100 successor representative has all rights, powers, and duties of the
1210112101 predecessor, other than those rights and powers conferred on the
1210212102 predecessor by will that are different from those conferred by this
1210312103 title on personal representatives generally. Subject to that
1210412104 exception, the successor representative shall administer the
1210512105 estate as if the successor's administration were a continuation of
1210612106 the former administration.
1210712107 (b) A successor representative shall account for all the
1210812108 estate property that came into the predecessor's possession, and is
1210912109 entitled to any order or remedy that the court has the power to give
1211012110 to enforce the delivery of the estate property and the liability of
1211112111 the predecessor's sureties for any portion of the estate property
1211212112 that is not delivered. The successor is not required to account for
1211312113 any portion of the estate property that the successor failed to
1211412114 recover after due diligence.
1211512115 (c) In addition to the powers granted under Subsections (a)
1211612116 and (b), a successor representative may:
1211712117 (1) make himself or herself, and may be made, a party
1211812118 to a suit prosecuted by or against the successor's predecessors;
1211912119 (2) settle with the predecessor, and receive and give
1212012120 a receipt for any portion of the estate property that remains in the
1212112121 predecessor's possession; or
1212212122 (3) commence a suit on the bond or bonds of the
1212312123 predecessor, in the successor's own name and capacity, for all the
1212412124 estate property that:
1212512125 (A) came into the predecessor's possession; and
1212612126 (B) has not been accounted for by the
1212712127 predecessor. (Tex. Prob. Code, Secs. 224, 225.)
1212812128 Sec. 361.154. SUCCESSOR EXECUTOR ALSO SUCCEEDS TO PRIOR
1212912129 RIGHTS AND DUTIES. An executor who accepts appointment and
1213012130 qualifies after letters of administration have been granted on the
1213112131 estate shall, in the manner prescribed by Section 361.153, succeed
1213212132 to the previous administrator, and shall administer the estate as
1213312133 if the executor's administration were a continuation of the former
1213412134 administration, subject to any legal directions of the testator
1213512135 with respect to the estate that are contained in the will. (Tex.
1213612136 Prob. Code, Sec. 226.)
1213712137 Sec. 361.155. SUCCESSOR REPRESENTATIVE TO RETURN
1213812138 INVENTORY, APPRAISEMENT, AND LIST OF CLAIMS. (a) An appointee who
1213912139 has qualified to succeed a former personal representative shall
1214012140 make and return to the court an inventory, appraisement, and list of
1214112141 claims of the estate before the 91st day after the date the personal
1214212142 representative qualifies, in the manner required of an original
1214312143 appointee, and shall also return additional inventories,
1214412144 appraisements, and lists of claims in the manner required of an
1214512145 original appointee.
1214612146 (b) On the application of any person interested in the
1214712147 estate, the court shall, in an order appointing a successor
1214812148 representative of an estate, appoint appraisers as in an original
1214912149 appointment. (Tex. Prob. Code, Sec. 227.)
1215012150 CHAPTER 362. CLOSING ADMINISTRATION OF ESTATE
1215112151 SUBCHAPTER A. SETTLING AND CLOSING ESTATE
1215212152 Sec. 362.001. SETTLING AND CLOSING ADMINISTRATION OF
1215312153 ESTATE
1215412154 Sec. 362.002. COMPELLING SETTLEMENT OF ESTATE
1215512155 Sec. 362.003. VERIFIED ACCOUNT REQUIRED
1215612156 Sec. 362.004. CONTENTS OF ACCOUNT
1215712157 Sec. 362.005. CITATION AND NOTICE ON PRESENTATION OF
1215812158 ACCOUNT
1215912159 Sec. 362.006. EXAMINATION OF AND HEARING ON ACCOUNT
1216012160 Sec. 362.007. DELIVERY OF CERTAIN PROPERTY TO GUARDIAN
1216112161 Sec. 362.008. CERTAIN DEBTS EXCLUDED FROM SETTLEMENT
1216212162 COMPUTATION
1216312163 Sec. 362.009. MONEY DUE TO ESTATE PENDING FINAL
1216412164 DISCHARGE
1216512165 Sec. 362.010. PAYMENT OF INHERITANCE TAXES REQUIRED
1216612166 Sec. 362.011. PARTITION AND DISTRIBUTION OF ESTATE
1216712167 Sec. 362.012. DISCHARGE OF PERSONAL REPRESENTATIVE
1216812168 WHEN NO ESTATE PROPERTY REMAINS
1216912169 Sec. 362.013. DISCHARGE OF PERSONAL REPRESENTATIVE
1217012170 WHEN ESTATE FULLY ADMINISTERED
1217112171 [Sections 362.014-362.050 reserved for expansion]
1217212172 SUBCHAPTER B. FAILURE OF PERSONAL REPRESENTATIVE TO ACT
1217312173 Sec. 362.051. FAILURE TO PRESENT ACCOUNT
1217412174 Sec. 362.052. LIABILITY FOR FAILURE TO DELIVER ESTATE
1217512175 PROPERTY
1217612176 CHAPTER 362. CLOSING ADMINISTRATION OF ESTATE
1217712177 SUBCHAPTER A. SETTLING AND CLOSING ESTATE
1217812178 Sec. 362.001. SETTLING AND CLOSING ADMINISTRATION OF
1217912179 ESTATE. The administration of an estate shall be settled and closed
1218012180 when:
1218112181 (1) all the debts known to exist against the estate
1218212182 have been paid, or have been paid to the extent permitted by the
1218312183 assets in the personal representative's possession; and
1218412184 (2) no further need for administration exists. (Tex.
1218512185 Prob. Code, Sec. 404.)
1218612186 Sec. 362.002. COMPELLING SETTLEMENT OF ESTATE. A person
1218712187 interested in the administration of an estate for which letters
1218812188 testamentary or of administration have been granted may proceed,
1218912189 after any period of time, to compel settlement of the estate if it
1219012190 does not appear from the record that the administration of the
1219112191 estate has been closed. (Tex. Prob. Code, Sec. 92.)
1219212192 Sec. 362.003. VERIFIED ACCOUNT REQUIRED. The personal
1219312193 representative of an estate shall present to the court the
1219412194 representative's verified account for final settlement when the
1219512195 administration of the estate is to be settled and closed. (Tex.
1219612196 Prob. Code, Sec. 405 (part).)
1219712197 Sec. 362.004. CONTENTS OF ACCOUNT. (a) Except as provided
1219812198 by Subsection (b), it is sufficient for an account for final
1219912199 settlement to:
1220012200 (1) refer to the inventory without describing each
1220112201 item of property in detail; and
1220212202 (2) refer to and adopt any proceeding had in the
1220312203 administration concerning a sale, renting, leasing for mineral
1220412204 development, or any other transaction on behalf of the estate,
1220512205 including an exhibit, account, or voucher previously filed and
1220612206 approved, without restating the particular items thereof.
1220712207 (b) An account for final settlement must be accompanied by
1220812208 proper vouchers supporting each item included in the account for
1220912209 which the personal representative has not already accounted and,
1221012210 either by reference to any proceeding described by Subsection (a)
1221112211 or by a statement of the facts, must show:
1221212212 (1) the estate property that has come into the
1221312213 representative's possession and the disposition of that property;
1221412214 (2) the debts that have been paid;
1221512215 (3) any debts and expenses still owing by the estate;
1221612216 (4) any estate property still in the representative's
1221712217 possession;
1221812218 (5) the persons entitled to receive that estate and,
1221912219 for each of those persons:
1222012220 (A) the person's relationship to the decedent;
1222112221 (B) the person's residence, if known; and
1222212222 (C) whether the person is an adult or a minor and,
1222312223 if the person is a minor, the name of each of the minor's guardians,
1222412224 if any;
1222512225 (6) any advancement or payment made by the
1222612226 representative from that estate to any person entitled to receive
1222712227 part of that estate;
1222812228 (7) the tax returns due that have been filed and the
1222912229 taxes due and owing that have been paid, including:
1223012230 (A) a complete account of the amount of taxes;
1223112231 (B) the date the taxes were paid; and
1223212232 (C) the governmental entity to which the taxes
1223312233 were paid;
1223412234 (8) if on the filing of the account a tax return due to
1223512235 be filed or any taxes due to be paid are delinquent, the reasons
1223612236 for, and include a description of, the delinquency; and
1223712237 (9) that the representative has paid all required bond
1223812238 premiums. (Tex. Prob. Code, Sec. 405 (part).)
1223912239 Sec. 362.005. CITATION AND NOTICE ON PRESENTATION OF
1224012240 ACCOUNT. (a) On the presentation of an account for final
1224112241 settlement by a temporary or permanent personal representative, the
1224212242 county clerk shall issue citation to the persons and in the manner
1224312243 provided by Subsections (c) and (d).
1224412244 (b) Citation issued under Subsection (a) must contain:
1224512245 (1) a statement that an account for final settlement
1224612246 has been presented;
1224712247 (2) the time and place the court will consider the
1224812248 account; and
1224912249 (3) a statement requiring the person cited to appear
1225012250 and contest the account, if the person wishes to contest the
1225112251 account.
1225212252 (c) The personal representative shall give notice to each
1225312253 heir or beneficiary of the decedent by certified mail, return
1225412254 receipt requested, unless the court by written order directs
1225512255 another type of notice to be given. The notice must include a copy
1225612256 of the account for final settlement.
1225712257 (d) The court by written order shall require additional
1225812258 notice if the court considers the additional notice necessary.
1225912259 (e) The court may allow the waiver of notice of an account
1226012260 for final settlement in a proceeding concerning a decedent's
1226112261 estate. (Tex. Prob. Code, Sec. 407.)
1226212262 Sec. 362.006. EXAMINATION OF AND HEARING ON ACCOUNT. (a)
1226312263 On the court's satisfaction that citation has been properly served
1226412264 on all persons interested in the estate, the court shall examine the
1226512265 account for final settlement and the accompanying vouchers.
1226612266 (b) After hearing all exceptions or objections to the
1226712267 account for final settlement and accompanying vouchers and the
1226812268 evidence in support of or against the account, the court shall audit
1226912269 and settle the account and, if necessary, restate the account.
1227012270 (Tex. Prob. Code, Sec. 408(a).)
1227112271 Sec. 362.007. DELIVERY OF CERTAIN PROPERTY TO GUARDIAN.
1227212272 The court may permit a resident personal representative who has
1227312273 possession of any of a ward's estate to deliver the estate to a
1227412274 qualified and acting guardian of the ward. (Tex. Prob. Code, Sec.
1227512275 405A.)
1227612276 Sec. 362.008. CERTAIN DEBTS EXCLUDED FROM SETTLEMENT
1227712277 COMPUTATION. In the settlement of any of the accounts of the
1227812278 personal representative, all debts due the estate that the court is
1227912279 satisfied could not have been collected by due diligence and that
1228012280 have not been collected shall be excluded from the computation.
1228112281 (Tex. Prob. Code, Sec. 412.)
1228212282 Sec. 362.009. MONEY DUE TO ESTATE PENDING FINAL DISCHARGE.
1228312283 Money or another thing of value that becomes due to the estate while
1228412284 an account for final settlement is pending may be paid, delivered,
1228512285 or tendered to the personal representative until the order of final
1228612286 discharge of the representative is entered in the minutes of the
1228712287 court. The representative shall issue a receipt for the money or
1228812288 other thing of value to the obligor or payor. On issuance of the
1228912289 receipt, the obligor or payor is discharged of the obligation for
1229012290 all purposes. (Tex. Prob. Code, Sec. 409.)
1229112291 Sec. 362.010. PAYMENT OF INHERITANCE TAXES REQUIRED. A
1229212292 personal representative's account for final settlement of an estate
1229312293 may not be approved, and the estate may not be closed, unless the
1229412294 account shows and the court finds that all inheritance taxes due and
1229512295 owing to this state with respect to all interests and properties
1229612296 passing through the representative's possession have been paid.
1229712297 (Tex. Prob. Code, Sec. 410.)
1229812298 Sec. 362.011. PARTITION AND DISTRIBUTION OF ESTATE. If, on
1229912299 final settlement of an estate, any of the estate remains in the
1230012300 personal representative's possession, the court shall order that a
1230112301 partition and distribution be made among the persons entitled to
1230212302 receive that part of the estate. (Tex. Prob. Code, Sec. 408(b).)
1230312303 Sec. 362.012. DISCHARGE OF PERSONAL REPRESENTATIVE WHEN NO
1230412304 ESTATE PROPERTY REMAINS. The court shall enter an order discharging
1230512305 a personal representative from the representative's trust and
1230612306 closing the estate if, on final settlement of the estate, none of
1230712307 the estate remains in the representative's possession. (Tex. Prob.
1230812308 Code, Sec. 408(c).)
1230912309 Sec. 362.013. DISCHARGE OF PERSONAL REPRESENTATIVE WHEN
1231012310 ESTATE FULLY ADMINISTERED. The court shall enter an order
1231112311 discharging a personal representative from the representative's
1231212312 trust and declaring the estate closed when:
1231312313 (1) the representative has fully administered the
1231412314 estate in accordance with this title and the court's orders;
1231512315 (2) the representative's account for final settlement
1231612316 has been approved; and
1231712317 (3) the representative has delivered all of the estate
1231812318 remaining in the representative's possession to the person or
1231912319 persons entitled to receive that part of the estate. (Tex. Prob.
1232012320 Code, Sec. 408(d).)
1232112321 [Sections 362.014-362.050 reserved for expansion]
1232212322 SUBCHAPTER B. FAILURE OF PERSONAL REPRESENTATIVE TO ACT
1232312323 Sec. 362.051. FAILURE TO PRESENT ACCOUNT. (a) The court, on
1232412324 the court's own motion or on the written complaint of anyone
1232512325 interested in a decedent's estate that has been administered, shall
1232612326 have the personal representative who is charged with the duty of
1232712327 presenting an account for final settlement cited to appear and
1232812328 present the account within the time specified in the citation if the
1232912329 representative failed or neglected to present the account at the
1233012330 proper time.
1233112331 (b) On or after the fourth anniversary of the date the court
1233212332 clerk last issues letters testamentary or of administration for a
1233312333 decedent's estate, the court may close the estate without an
1233412334 account for final settlement and without appointing a successor
1233512335 personal representative if:
1233612336 (1) the whereabouts of the personal representative and
1233712337 heirs of the decedent are unknown; and
1233812338 (2) a complaint has not been filed by anyone
1233912339 interested in the decedent's estate. (Tex. Prob. Code, Sec. 406.)
1234012340 Sec. 362.052. LIABILITY FOR FAILURE TO DELIVER ESTATE
1234112341 PROPERTY. (a) On the final settlement of an estate, if the
1234212342 personal representative neglects on demand to deliver a portion of
1234312343 the estate or any money in the representative's possession ordered
1234412344 to be delivered to a person entitled to that property, the person
1234512345 may file with the court clerk a written complaint alleging:
1234612346 (1) the fact of the neglect;
1234712347 (2) the date of the person's demand; and
1234812348 (3) other relevant facts.
1234912349 (b) On the filing of a complaint under Subsection (a), the
1235012350 court clerk shall issue a citation to be served personally on the
1235112351 personal representative. The citation must:
1235212352 (1) apprise the representative of the complaint; and
1235312353 (2) cite the representative to appear before the court
1235412354 and answer, if the representative desires, at a time designated in
1235512355 the citation.
1235612356 (c) If at the hearing the court finds that the citation was
1235712357 properly served and returned, and that the personal representative
1235812358 is guilty of the neglect charged, the court shall enter an order to
1235912359 that effect.
1236012360 (d) A personal representative found guilty under Subsection
1236112361 (c) is liable to the person who filed the complaint under Subsection
1236212362 (a) for damages at the rate of 10 percent of the amount of the money
1236312363 or the appraised value of the portion of the estate neglectfully
1236412364 withheld, per month, for each month or fraction of a month that the
1236512365 money or portion of the estate is or has been neglectfully withheld
1236612366 after the date of demand. Damages under this subsection may be
1236712367 recovered in any court of competent jurisdiction. (Tex. Prob.
1236812368 Code, Sec. 414.)
1236912369 [Chapters 363-400 reserved for expansion]
1237012370 SUBTITLE I. INDEPENDENT ADMINISTRATION
1237112371 [Chapters 401-450 reserved for expansion]
1237212372 SUBTITLE J. ADDITIONAL MATTERS RELATING TO THE ADMINISTRATION OF
1237312373 CERTAIN ESTATES
1237412374 CHAPTER 451. ORDER OF NO ADMINISTRATION
1237512375 Sec. 451.001. APPLICATION FOR FAMILY ALLOWANCE AND
1237612376 ORDER OF NO ADMINISTRATION
1237712377 Sec. 451.002. HEARING AND ORDER
1237812378 Sec. 451.003. EFFECT OF ORDER
1237912379 Sec. 451.004. PROCEEDING TO REVOKE ORDER
1238012380 CHAPTER 451. ORDER OF NO ADMINISTRATION
1238112381 Sec. 451.001. APPLICATION FOR FAMILY ALLOWANCE AND ORDER OF
1238212382 NO ADMINISTRATION. (a) If the value of the entire assets of an
1238312383 estate, excluding homestead and exempt property, does not exceed
1238412384 the amount to which the surviving spouse and minor children of the
1238512385 decedent are entitled as a family allowance, an application may be
1238612386 filed by or on behalf of the surviving spouse or minor children
1238712387 requesting a court to make a family allowance and to enter an order
1238812388 that no administration of the decedent's estate is necessary.
1238912389 (b) The application may be filed:
1239012390 (1) in any court in which venue is proper for
1239112391 administration; or
1239212392 (2) if an application for the appointment of a
1239312393 personal representative has been filed but not yet granted, in the
1239412394 court in which the application is filed.
1239512395 (c) The application must:
1239612396 (1) state the names of the heirs or devisees;
1239712397 (2) list, to the extent known, estate creditors
1239812398 together with the amounts of the claims; and
1239912399 (3) describe all property belonging to the estate,
1240012400 together with:
1240112401 (A) the estimated value of the property according
1240212402 to the best knowledge and information of the applicant; and
1240312403 (B) the liens and encumbrances on the property.
1240412404 (d) The application must also include a prayer that the
1240512405 court make a family allowance and that, if the family allowance
1240612406 exhausts the entire assets of the estate, excluding homestead and
1240712407 exempt property, the entire assets of the estate be set aside to the
1240812408 surviving spouse and minor children, as with other family
1240912409 allowances provided for by Subchapter C, Chapter 353. (Tex. Prob.
1241012410 Code, Sec. 139.)
1241112411 Sec. 451.002. HEARING AND ORDER. (a) On the filing of an
1241212412 application under Section 451.001, the court may hear the
1241312413 application:
1241412414 (1) promptly without notice; or
1241512415 (2) at a time and with notice as required by the court.
1241612416 (b) On the hearing of the application, if the court finds
1241712417 that the facts contained in the application are true and that the
1241812418 expenses of last illness, funeral charges, and expenses of the
1241912419 proceeding have been paid or secured, the court shall:
1242012420 (1) make a family allowance; and
1242112421 (2) if the entire assets of the estate, excluding
1242212422 homestead and exempt property, are exhausted by the family
1242312423 allowance made under Subdivision (1):
1242412424 (A) assign to the surviving spouse and minor
1242512425 children the entire estate in the same manner and with the same
1242612426 effect as provided in Subchapter C, Chapter 353, for the making of a
1242712427 family allowance to the surviving spouse and minor children; and
1242812428 (B) order that there shall be no administration
1242912429 of the estate. (Tex. Prob. Code, Sec. 140.)
1243012430 Sec. 451.003. EFFECT OF ORDER. (a) An order of no
1243112431 administration issued under Section 451.002(b) constitutes
1243212432 sufficient legal authority to each person who owes money, has
1243312433 custody of property, or acts as registrar or transfer agent of any
1243412434 evidence of interest, indebtedness, property, or right, belonging
1243512435 to the estate, and to each person purchasing from or otherwise
1243612436 dealing with the estate, for payment or transfer without
1243712437 administration to the persons described in the order as entitled to
1243812438 receive the estate.
1243912439 (b) The persons described in the order are entitled to
1244012440 enforce by suit their right to payment or transfer described by this
1244112441 section. (Tex. Prob. Code, Sec. 141.)
1244212442 Sec. 451.004. PROCEEDING TO REVOKE ORDER. (a) At any time,
1244312443 but not later than the first anniversary of the date of entry of an
1244412444 order of no administration under Section 451.002(b), any interested
1244512445 person may file an application to revoke the order.
1244612446 (b) An application to revoke the order must allege that:
1244712447 (1) other estate property has been discovered,
1244812448 property belonging to the estate was not included in the
1244912449 application for no administration, or the property described in the
1245012450 application for no administration was incorrectly valued; and
1245112451 (2) if that property were added, included, or
1245212452 correctly valued, as applicable, the total value of the property
1245312453 would exceed the amount necessary to justify the court in ordering
1245412454 no administration.
1245512455 (c) The court shall revoke the order on proof of any of the
1245612456 grounds described by Subsection (b).
1245712457 (d) If the value of any property is contested, the court may
1245812458 appoint two appraisers to appraise the property in accordance with
1245912459 the procedure prescribed for inventories and appraisements under
1246012460 Chapter 309. The appraisement of the appointed appraisers shall be
1246112461 received in evidence but is not conclusive. (Tex. Prob. Code, Sec.
1246212462 142.)
1246312463 CHAPTER 452. TEMPORARY ADMINISTRATION OF ESTATES
1246412464 SUBCHAPTER A. APPOINTMENT OF TEMPORARY ADMINISTRATOR GENERALLY
1246512465 Sec. 452.001. DUTY TO APPOINT TEMPORARY ADMINISTRATOR
1246612466 Sec. 452.002. APPLICATION FOR APPOINTMENT
1246712467 Sec. 452.003. ORDER OF APPOINTMENT; REQUIREMENTS
1246812468 Sec. 452.004. TEMPORARY ADMINISTRATOR'S BOND
1246912469 Sec. 452.005. ISSUANCE OF LETTERS OF TEMPORARY
1247012470 ADMINISTRATION
1247112471 Sec. 452.006. NOTICE OF APPOINTMENT
1247212472 Sec. 452.007. HEARING TO CONTEST APPOINTMENT
1247312473 Sec. 452.008. PERMANENT APPOINTMENT
1247412474 [Sections 452.009-452.050 reserved for expansion]
1247512475 SUBCHAPTER B. TEMPORARY ADMINISTRATION PENDING CONTEST OF A WILL OR ADMINISTRATION
1247612476 OR ADMINISTRATION
1247712477 Sec. 452.051. APPOINTMENT OF TEMPORARY ADMINISTRATOR
1247812478 Sec. 452.052. ADDITIONAL POWERS REGARDING CLAIMS
1247912479 [Sections 452.053-452.100 reserved for expansion]
1248012480 SUBCHAPTER C. POWERS AND DUTIES OF TEMPORARY ADMINISTRATOR
1248112481 Sec. 452.101. LIMITED POWERS OF TEMPORARY
1248212482 ADMINISTRATOR
1248312483 Sec. 452.102. ADDITIONAL BOND FOR EXTENSION OF RIGHTS
1248412484 AND POWERS
1248512485 [Sections 452.103-452.150 reserved for expansion]
1248612486 SUBCHAPTER D. EXPIRATION AND CLOSING OF TEMPORARY ADMINISTRATION
1248712487 Sec. 452.151. ACCOUNTING
1248812488 Sec. 452.152. CLOSING TEMPORARY ADMINISTRATION
1248912489 CHAPTER 452. TEMPORARY ADMINISTRATION OF ESTATES
1249012490 SUBCHAPTER A. APPOINTMENT OF TEMPORARY ADMINISTRATOR GENERALLY
1249112491 Sec. 452.001. DUTY TO APPOINT TEMPORARY ADMINISTRATOR. A
1249212492 judge who determines that the interest of a decedent's estate
1249312493 requires the immediate appointment of a personal representative
1249412494 shall, by written order, appoint a temporary administrator with
1249512495 powers limited as the circumstances of the case require. (Tex.
1249612496 Prob. Code, Sec. 131A(a) (part).)
1249712497 Sec. 452.002. APPLICATION FOR APPOINTMENT. (a) A person
1249812498 may file with the court clerk a written application for the
1249912499 appointment of a temporary administrator of a decedent's estate
1250012500 under this subchapter.
1250112501 (b) The application must:
1250212502 (1) be verified;
1250312503 (2) include the information required by:
1250412504 (A) Sections 256.052, 256.053, and 256.054, if
1250512505 the decedent died testate; or
1250612506 (B) Section 301.052, if the decedent died
1250712507 intestate; and
1250812508 (3) include an affidavit that:
1250912509 (A) states the name, address, and interest of the
1251012510 applicant;
1251112511 (B) states the facts showing an immediate
1251212512 necessity for the appointment of a temporary administrator;
1251312513 (C) lists the requested powers and duties of the
1251412514 temporary administrator;
1251512515 (D) states that the applicant is entitled to
1251612516 letters of temporary administration and is not disqualified by law
1251712517 from serving as a temporary administrator; and
1251812518 (E) describes the property that the applicant
1251912519 believes to be in the decedent's estate. (Tex. Prob. Code, Sec.
1252012520 131A(b).)
1252112521 Sec. 452.003. ORDER OF APPOINTMENT; REQUIREMENTS. The
1252212522 order appointing a temporary administrator must:
1252312523 (1) designate the appointee as "temporary
1252412524 administrator" of the decedent's estate;
1252512525 (2) specify the period of the appointment, which may
1252612526 not exceed 180 days unless the appointment is made permanent under
1252712527 Section 452.008;
1252812528 (3) define the powers given to the appointee; and
1252912529 (4) set the amount of bond to be given by the
1253012530 appointee. (Tex. Prob. Code, Secs. 131A(a) (part), (c).)
1253112531 Sec. 452.004. TEMPORARY ADMINISTRATOR'S BOND. (a) In this
1253212532 section, "business day" means a day other than a Saturday, Sunday,
1253312533 or holiday recognized by this state.
1253412534 (b) Not later than the third business day after the date of
1253512535 the order appointing a temporary administrator, the appointee shall
1253612536 file with the county clerk a bond in the amount ordered by the
1253712537 court. (Tex. Prob. Code, Sec. 131A(d).)
1253812538 Sec. 452.005. ISSUANCE OF LETTERS OF TEMPORARY
1253912539 ADMINISTRATION. Not later than the third day after the date an
1254012540 appointee qualifies as temporary administrator, the county clerk
1254112541 shall issue to the appointee letters of temporary administration
1254212542 that list the powers to be exercised by the appointee as ordered by
1254312543 the court. (Tex. Prob. Code, Sec. 131A(e).)
1254412544 Sec. 452.006. NOTICE OF APPOINTMENT. (a) On the date the
1254512545 county clerk issues letters of temporary administration:
1254612546 (1) the county clerk shall post on the courthouse door
1254712547 a notice of the appointment to all interested persons; and
1254812548 (2) the appointee shall notify, by certified mail,
1254912549 return receipt requested, the decedent's known heirs of the
1255012550 appointment.
1255112551 (b) A notice required under Subsection (a) must state that:
1255212552 (1) an heir or other interested person may request a
1255312553 hearing to contest the appointment not later than the 15th day after
1255412554 the date the letters of temporary administration are issued;
1255512555 (2) if no contest is made during the period specified
1255612556 by the notice, the appointment continues for the period specified
1255712557 in the order appointing a temporary administrator; and
1255812558 (3) the court may make the appointment permanent.
1255912559 (Tex. Prob. Code, Secs. 131A(f), (g), (h).)
1256012560 Sec. 452.007. HEARING TO CONTEST APPOINTMENT. (a) A
1256112561 hearing shall be held and a determination made not later than the
1256212562 10th day after the date an heir or other interested person requests
1256312563 a hearing to contest the appointment of a temporary administrator.
1256412564 If a request is not made on or before the 15th day after the date the
1256512565 letters of temporary administration are issued, the appointment of
1256612566 a temporary administrator continues for the period specified in the
1256712567 order, unless the appointment is made permanent under Section
1256812568 452.008.
1256912569 (b) While a contest of the appointment of a temporary
1257012570 administrator is pending, the temporary appointee shall continue to
1257112571 act as administrator of the estate to the extent of the powers given
1257212572 by the appointment.
1257312573 (c) A court that sets aside a temporary administrator's
1257412574 appointment may require the temporary administrator to prepare and
1257512575 file, under oath, a complete exhibit of the condition of the estate
1257612576 and detail any disposition of the estate property made by the
1257712577 temporary administrator. (Tex. Prob. Code, Sec. 131A(i).)
1257812578 Sec. 452.008. PERMANENT APPOINTMENT. At the end of a
1257912579 temporary administrator's period of appointment, the court by
1258012580 written order may make the appointment permanent if the permanent
1258112581 appointment is in the interest of the estate. (Tex. Prob. Code,
1258212582 Sec. 131A(j).)
1258312583 [Sections 452.009-452.050 reserved for expansion]
1258412584 SUBCHAPTER B. TEMPORARY ADMINISTRATION PENDING CONTEST OF A WILL
1258512585 OR ADMINISTRATION
1258612586 Sec. 452.051. APPOINTMENT OF TEMPORARY ADMINISTRATOR. (a)
1258712587 If a contest related to probating a will or granting letters of
1258812588 administration is pending, the court may appoint a temporary
1258912589 administrator, with powers limited as the circumstances of the case
1259012590 require.
1259112591 (b) The appointment may continue until the contest is
1259212592 terminated and an executor or administrator with full powers is
1259312593 appointed.
1259412594 (c) The power of appointment under this section is in
1259512595 addition to the court's power of appointment under Subchapter A.
1259612596 (Tex. Prob. Code, Sec. 132(a).)
1259712597 Sec. 452.052. ADDITIONAL POWERS REGARDING CLAIMS. (a) A
1259812598 court that grants temporary administration pending a will contest
1259912599 or a contest on an application for letters of administration may, at
1260012600 any time while the contest is pending, give the temporary
1260112601 administrator all the powers of a permanent administrator regarding
1260212602 claims against the estate.
1260312603 (b) If the court gives the temporary administrator powers
1260412604 described by Subsection (a), the court and the temporary
1260512605 administrator shall act in the same manner as in permanent
1260612606 administration in matters such as:
1260712607 (1) approving or disapproving claims;
1260812608 (2) paying claims; and
1260912609 (3) selling property to pay claims.
1261012610 (c) The court shall require a temporary administrator given
1261112611 powers described by Subsection (a) to give bond in the full amount
1261212612 required of a permanent administrator.
1261312613 (d) This section is cumulative and does not affect the
1261412614 court's right to order a temporary administrator to perform any
1261512615 action described by this section in other cases if the action is
1261612616 necessary or expedient to preserve the estate pending the contest's
1261712617 final determination. (Tex. Prob. Code, Sec. 132(b).)
1261812618 [Sections 452.053-452.100 reserved for expansion]
1261912619 SUBCHAPTER C. POWERS AND DUTIES OF TEMPORARY ADMINISTRATOR
1262012620 Sec. 452.101. LIMITED POWERS OF TEMPORARY ADMINISTRATOR.
1262112621 (a) A temporary administrator may exercise only the rights and
1262212622 powers:
1262312623 (1) specifically expressed in the court's order
1262412624 appointing the temporary administrator; or
1262512625 (2) expressed in the court's subsequent orders.
1262612626 (b) An act performed by a temporary administrator is void
1262712627 unless expressly authorized by the court's orders. (Tex. Prob.
1262812628 Code, Sec. 133 (part).)
1262912629 Sec. 452.102. ADDITIONAL BOND FOR EXTENSION OF RIGHTS AND
1263012630 POWERS. A court that extends the rights and powers of a temporary
1263112631 administrator in an order subsequent to the order appointing the
1263212632 temporary administrator may require additional bond commensurate
1263312633 with the extension. (Tex. Prob. Code, Sec. 133 (part).)
1263412634 [Sections 452.103-452.150 reserved for expansion]
1263512635 SUBCHAPTER D. EXPIRATION AND CLOSING OF TEMPORARY ADMINISTRATION
1263612636 Sec. 452.151. ACCOUNTING. At the expiration of a temporary
1263712637 appointment, the temporary administrator shall file with the court
1263812638 clerk:
1263912639 (1) a sworn list of all estate property that has come
1264012640 into the temporary administrator's possession;
1264112641 (2) a return of all sales made by the temporary
1264212642 administrator; and
1264312643 (3) a full exhibit and account of all the temporary
1264412644 administrator's acts as temporary administrator. (Tex. Prob. Code,
1264512645 Sec. 134.)
1264612646 Sec. 452.152. CLOSING TEMPORARY ADMINISTRATION. (a) The
1264712647 court shall act on the list, return, exhibit, and account filed
1264812648 under Section 452.151.
1264912649 (b) When letters of temporary administration expire or
1265012650 become ineffective for any cause, the court immediately shall enter
1265112651 an order requiring the temporary administrator to promptly deliver
1265212652 the estate remaining in the temporary administrator's possession to
1265312653 the person legally entitled to possession of the estate.
1265412654 (c) On proof of delivery under Subsection (b), the temporary
1265512655 administrator shall be discharged and the sureties on the temporary
1265612656 administrator's bond shall be released as to any future liability.
1265712657 (Tex. Prob. Code, Sec. 135.)
1265812658 CHAPTER 453. ADMINISTRATION OF COMMUNITY PROPERTY
1265912659 Sec. 453.001. EFFECT OF CHAPTER
1266012660 Sec. 453.002. ADMINISTRATION OF COMMUNITY PROPERTY NOT
1266112661 NECESSARY
1266212662 Sec. 453.003. GENERAL POWERS OF SURVIVING SPOUSE IF NO
1266312663 ADMINISTRATION IS PENDING
1266412664 Sec. 453.004. COLLECTION OF UNPAID WAGES IF NO
1266512665 ADMINISTRATION IS PENDING
1266612666 Sec. 453.005. REMARRIAGE OF SURVIVING SPOUSE
1266712667 Sec. 453.006. ACCOUNT OF COMMUNITY DEBTS AND
1266812668 DISPOSITION OF COMMUNITY PROPERTY
1266912669 Sec. 453.007. DELIVERY OF COMMUNITY ESTATE ON FINAL
1267012670 PARTITION
1267112671 Sec. 453.008. LIABILITY OF SURVIVING SPOUSE FOR LOSS
1267212672 Sec. 453.009. DISTRIBUTION OF POWERS BETWEEN PERSONAL
1267312673 REPRESENTATIVE AND SURVIVING SPOUSE
1267412674 CHAPTER 453. ADMINISTRATION OF COMMUNITY PROPERTY
1267512675 Sec. 453.001. EFFECT OF CHAPTER. This chapter does not
1267612676 prohibit the administration of community property under other
1267712677 provisions of this title relating to the administration of an
1267812678 estate. (Tex. Prob. Code, Sec. 155 (part).)
1267912679 Sec. 453.002. ADMINISTRATION OF COMMUNITY PROPERTY NOT
1268012680 NECESSARY. If a spouse dies intestate and the community property
1268112681 passes to the surviving spouse, no administration of the community
1268212682 property is necessary. (Tex. Prob. Code, Sec. 155 (part).)
1268312683 Sec. 453.003. GENERAL POWERS OF SURVIVING SPOUSE IF NO
1268412684 ADMINISTRATION IS PENDING. (a) If there is no qualified executor
1268512685 or administrator of a deceased spouse's estate, the surviving
1268612686 spouse, as the surviving partner of the marital partnership, may:
1268712687 (1) sue and be sued to recover community property;
1268812688 (2) sell, mortgage, lease, and otherwise dispose of
1268912689 community property to pay community debts;
1269012690 (3) collect claims due to the community estate; and
1269112691 (4) exercise other powers as necessary to:
1269212692 (A) preserve the community property;
1269312693 (B) discharge community obligations; and
1269412694 (C) wind up community affairs.
1269512695 (b) This section does not affect the disposition of the
1269612696 deceased spouse's property. (Tex. Prob. Code, Secs. 160(a), (c).)
1269712697 Sec. 453.004. COLLECTION OF UNPAID WAGES IF NO
1269812698 ADMINISTRATION IS PENDING. (a) If a person who owes money to the
1269912699 community estate for current wages at the time of a deceased
1270012700 spouse's death is provided an affidavit stating that the affiant is
1270112701 the surviving spouse and that no one has qualified as executor or
1270212702 administrator of the deceased spouse's estate, the person who pays
1270312703 or delivers to the affiant the deceased spouse's final paycheck for
1270412704 the wages, including any unpaid sick pay or vacation pay, is
1270512705 released from liability to the same extent as if the payment or
1270612706 delivery is made to the deceased spouse's personal representative.
1270712707 The person is not required to inquire into the truth of the
1270812708 affidavit.
1270912709 (b) An affiant to whom the payment or delivery is made under
1271012710 Subsection (a) is answerable to a person having a prior right and is
1271112711 accountable to a personal representative who is appointed. The
1271212712 affiant is liable for any damage or loss to a person that arises
1271312713 from a payment or delivery made in reliance on the affidavit.
1271412714 (c) This section does not affect the disposition of the
1271512715 deceased spouse's property. (Tex. Prob. Code, Secs. 160(b), (c).)
1271612716 Sec. 453.005. REMARRIAGE OF SURVIVING SPOUSE. The
1271712717 remarriage of a surviving spouse does not terminate the surviving
1271812718 spouse's powers as a surviving partner. (Tex. Prob. Code, Sec.
1271912719 176.)
1272012720 Sec. 453.006. ACCOUNT OF COMMUNITY DEBTS AND DISPOSITION OF
1272112721 COMMUNITY PROPERTY. (a) The surviving spouse shall keep a fair and
1272212722 full account and statement of:
1272312723 (1) all community debts and expenses paid by the
1272412724 surviving spouse; and
1272512725 (2) the disposition made of the community property.
1272612726 (b) The surviving spouse or personal representative shall
1272712727 keep a separate, distinct account of all community debts allowed or
1272812728 paid in the administration and settlement of an estate described by
1272912729 Sections 101.052(a) and (b). (Tex. Prob. Code, Secs. 156 (part),
1273012730 168 (part).)
1273112731 Sec. 453.007. DELIVERY OF COMMUNITY ESTATE ON FINAL
1273212732 PARTITION. On final partition of the community estate, the
1273312733 surviving spouse shall deliver to the deceased spouse's heirs or
1273412734 devisees their interest in the estate, and the increase in and
1273512735 profits of the interest, after deducting from the interest:
1273612736 (1) the proportion of the community debts chargeable
1273712737 to the interest;
1273812738 (2) unavoidable losses;
1273912739 (3) necessary and reasonable expenses; and
1274012740 (4) a reasonable commission for the management of the
1274112741 interest. (Tex. Prob. Code, Sec. 168 (part).)
1274212742 Sec. 453.008. LIABILITY OF SURVIVING SPOUSE FOR LOSS. A
1274312743 surviving spouse is not liable for a loss sustained by the community
1274412744 estate unless the surviving spouse is guilty of gross negligence or
1274512745 bad faith. (Tex. Prob. Code, Sec. 168 (part).)
1274612746 Sec. 453.009. DISTRIBUTION OF POWERS BETWEEN PERSONAL
1274712747 REPRESENTATIVE AND SURVIVING SPOUSE. (a) A qualified personal
1274812748 representative of a deceased spouse's estate may administer:
1274912749 (1) the separate property of the deceased spouse;
1275012750 (2) the community property that was by law under the
1275112751 management of the deceased spouse during the marriage; and
1275212752 (3) the community property that was by law under the
1275312753 joint control of the spouses during the marriage.
1275412754 (b) The surviving spouse, as surviving partner of the
1275512755 marital partnership, is entitled to:
1275612756 (1) retain possession and control of the community
1275712757 property that was legally under the sole management of the
1275812758 surviving spouse during the marriage; and
1275912759 (2) exercise over that property any power this chapter
1276012760 authorizes the surviving spouse to exercise if there is no
1276112761 administration pending on the deceased spouse's estate.
1276212762 (c) The surviving spouse, by written instrument filed with
1276312763 the clerk, may waive any right to exercise powers as community
1276412764 survivor. If the surviving spouse files a waiver under this
1276512765 subsection, the deceased spouse's personal representative may
1276612766 administer the entire community estate. (Tex. Prob. Code, Sec.
1276712767 177.)
1276812768 CHAPTER 454. ADMINISTRATION OF ESTATE OF PERSON PRESUMED DEAD
1276912769 SUBCHAPTER A. ESTATES OF PERSONS PRESUMED DEAD
1277012770 Sec. 454.001. APPLICABILITY; DETERMINATION OF DEATH
1277112771 Sec. 454.002. GRANT OF LETTERS ON PROOF OF DEATH
1277212772 Sec. 454.003. CITATION AND SEARCH
1277312773 Sec. 454.004. DISTRIBUTION OF ESTATE
1277412774 [Sections 454.005-454.050 reserved for expansion]
1277512775 SUBCHAPTER B. PERSONS PRESUMED DEAD BUT SUBSEQUENTLY
1277612776 PROVED LIVING
1277712777 Sec. 454.051. RESTORATION OF ESTATE
1277812778 Sec. 454.052. LIABILITY OF PERSONAL REPRESENTATIVE AND
1277912779 NOT VOIDED
1278012780 CHAPTER 454. ADMINISTRATION OF ESTATE OF PERSON PRESUMED DEAD
1278112781 SUBCHAPTER A. ESTATES OF PERSONS PRESUMED DEAD
1278212782 Sec. 454.001. APPLICABILITY; DETERMINATION OF DEATH. (a)
1278312783 This subchapter applies in a proceeding to probate a person's will
1278412784 or administer a person's estate if there is no direct evidence that
1278512785 the person is dead.
1278612786 (b) The court has jurisdiction to determine the fact, time,
1278712787 and place of the person's death. (Tex. Prob. Code, Sec. 72(a)
1278812788 (part).)
1278912789 Sec. 454.002. GRANT OF LETTERS ON PROOF OF DEATH. On
1279012790 application for the grant of letters testamentary or of
1279112791 administration for the estate of a person presumed to be dead, the
1279212792 court shall grant the letters if the death of the person is proved
1279312793 by circumstantial evidence to the court's satisfaction. (Tex.
1279412794 Prob. Code, Sec. 72(a) (part).)
1279512795 Sec. 454.003. CITATION AND SEARCH. (a) If the fact of a
1279612796 person's death must be proved by circumstantial evidence under
1279712797 Section 454.002, at the request of any interested person, the court
1279812798 may order that a citation be issued to the person presumed dead and
1279912799 that the citation be served on the person by publication and posting
1280012800 and by additional methods as directed by the order.
1280112801 (b) After letters testamentary or of administration are
1280212802 issued, the court may also direct:
1280312803 (1) the personal representative to search for the
1280412804 person presumed dead by notifying law enforcement agencies and
1280512805 public welfare agencies in appropriate locations that the person
1280612806 has disappeared; and
1280712807 (2) the applicant to engage the services of an
1280812808 investigative agency to search for the person presumed dead.
1280912809 (c) The expense of a search or notice under this section
1281012810 shall be taxed to the estate as a cost and paid out of the estate
1281112811 property. (Tex. Prob. Code, Sec. 72(b).)
1281212812 Sec. 454.004. DISTRIBUTION OF ESTATE. The personal
1281312813 representative of the estate of a person presumed dead may not
1281412814 distribute the estate to the persons entitled to the estate until
1281512815 the third anniversary of the date the court granted the letters
1281612816 under Section 454.002. (Tex. Prob. Code, Sec. 72(a) (part).)
1281712817 [Sections 454.005-454.050 reserved for expansion]
1281812818 SUBCHAPTER B. PERSONS PRESUMED DEAD BUT SUBSEQUENTLY
1281912819 PROVED LIVING
1282012820 Sec. 454.051. RESTORATION OF ESTATE. (a) Except as
1282112821 provided by Subsection (b), a person who was proved by
1282212822 circumstantial evidence to be dead under Section 454.002 and who,
1282312823 in a subsequent action, is proved by direct evidence to have been
1282412824 living at any time after the date the court granted the letters
1282512825 under that section, is entitled to restoration of the person's
1282612826 estate or the residue of the person's estate, including the rents
1282712827 and profits from the estate.
1282812828 (b) For estate property sold by the personal representative
1282912829 of the estate, a distributee, or a distributee's successors or
1283012830 assignees to a bona fide purchaser for value, the right of a person
1283112831 to restoration is limited to the proceeds of the sale or the residue
1283212832 of the sold property with any increase of the proceeds or the
1283312833 residue. (Tex. Prob. Code, Sec. 72(a) (part).)
1283412834 Sec. 454.052. LIABILITY OF PERSONAL REPRESENTATIVE AND
1283512835 OTHERS ACTING UNDER COURT ORDER; BONDS NOT VOIDED. (a) Anyone,
1283612836 including a personal representative, who delivered to another the
1283712837 estate or any part of the estate of a person who was proved by
1283812838 circumstantial evidence to be dead under Section 454.002 and who,
1283912839 in a subsequent action, is proved by direct evidence to have been
1284012840 living at any time after the date the court granted the letters
1284112841 testamentary or of administration under that section is not liable
1284212842 for any part of the estate delivered in accordance with the court's
1284312843 order.
1284412844 (b) Subject to Subsection (c), the bond of a personal
1284512845 representative of the estate of a person described by Subsection
1284612846 (a) is not void in any event.
1284712847 (c) A surety is not liable for any act of the personal
1284812848 representative that was done in compliance with or approved by the
1284912849 court's order. (Tex. Prob. Code, Sec. 72(a) (part).)
1285012850 [Chapters 455-500 reserved for expansion]
1285112851 SUBTITLE K. FOREIGN WILLS, OTHER TESTAMENTARY INSTRUMENTS, AND FIDUCIARIES
1285212852 FIDUCIARIES
1285312853 CHAPTER 501. ANCILLARY PROBATE OF FOREIGN WILL
1285412854 Sec. 501.001. AUTHORITY FOR ANCILLARY PROBATE OF
1285512855 FOREIGN WILL
1285612856 Sec. 501.002. APPLICATION FOR ANCILLARY PROBATE OF
1285712857 FOREIGN WILL
1285812858 Sec. 501.003. CITATION AND NOTICE
1285912859 Sec. 501.004. RECORDING BY CLERK
1286012860 Sec. 501.005. EFFECT OF FILING AND RECORDING FOREIGN
1286112861 WILL
1286212862 Sec. 501.006. ANCILLARY LETTERS TESTAMENTARY
1286312863 Sec. 501.007. EFFECT ON PROPERTY
1286412864 Sec. 501.008. SETTING ASIDE OF CERTAIN FOREIGN WILLS
1286512865 CHAPTER 501. ANCILLARY PROBATE OF FOREIGN WILL
1286612866 Sec. 501.001. AUTHORITY FOR ANCILLARY PROBATE OF FOREIGN
1286712867 WILL. The written will of a testator who was not domiciled in this
1286812868 state at the time of the testator's death may be admitted to probate
1286912869 in this state if:
1287012870 (1) the will would affect any property in this state;
1287112871 and
1287212872 (2) proof is presented that the will stands probated
1287312873 or otherwise established in any state of the United States or a
1287412874 foreign nation. (Tex. Prob. Code, Sec. 95(a).)
1287512875 Sec. 501.002. APPLICATION FOR ANCILLARY PROBATE OF FOREIGN
1287612876 WILL. (a) An application for ancillary probate in this state of a
1287712877 foreign will admitted to probate or otherwise established in the
1287812878 jurisdiction in which the testator was domiciled at the time of the
1287912879 testator's death is required to indicate only that probate in this
1288012880 state is requested on the basis of the authenticated copy of the
1288112881 foreign proceedings in which the will was admitted to probate or
1288212882 otherwise established.
1288312883 (b) An application for ancillary probate in this state of a
1288412884 foreign will that has been admitted to probate or otherwise
1288512885 established in a jurisdiction other than the jurisdiction in which
1288612886 the testator was domiciled at the time of the testator's death must:
1288712887 (1) include all information required for an
1288812888 application for probate of a domestic will; and
1288912889 (2) state the name and address of:
1289012890 (A) each devisee; and
1289112891 (B) each person who would be entitled to a
1289212892 portion of the estate as an heir in the absence of a will.
1289312893 (c) An application described by Subsection (a) or (b) must
1289412894 include for filing a copy of the foreign will and the judgment,
1289512895 order, or decree by which the will was admitted to probate or
1289612896 otherwise established. The copy must:
1289712897 (1) be attested by and with the original signature of
1289812898 the court clerk or other official who has custody of the will or who
1289912899 is in charge of probate records;
1290012900 (2) include a certificate with the original signature
1290112901 of the judge or presiding magistrate of the court stating that the
1290212902 attestation is in proper form; and
1290312903 (3) have the court seal affixed, if a court seal
1290412904 exists. (Tex. Prob. Code, Secs. 95(b)(1) (part), (2) (part), (c)
1290512905 (part).)
1290612906 Sec. 501.003. CITATION AND NOTICE. (a) Citation or notice
1290712907 is not required for an application described by Section 501.002(a).
1290812908 (b) For an application described by Section 501.002(b), a
1290912909 citation shall be issued and served by registered or certified mail
1291012910 on each devisee and heir identified in the application. (Tex. Prob.
1291112911 Code, Secs. 95(b)(1) (part), (2) (part).)
1291212912 Sec. 501.004. RECORDING BY CLERK. (a) If a foreign will
1291312913 submitted for ancillary probate in this state has been admitted to
1291412914 probate or otherwise established in the jurisdiction in which the
1291512915 testator was domiciled at the time of the testator's death, it is
1291612916 the ministerial duty of the court clerk to record the will and the
1291712917 evidence of the will's probate or other establishment in the
1291812918 minutes of the court.
1291912919 (b) If a foreign will submitted for ancillary probate in
1292012920 this state has been admitted to probate or otherwise established in
1292112921 a jurisdiction other than the jurisdiction in which the testator
1292212922 was domiciled at the time of the testator's death, and a contest
1292312923 against the ancillary probate is not filed as authorized by Chapter
1292412924 504, the court clerk shall record the will and the evidence of the
1292512925 will's probate or other establishment in the minutes of the court.
1292612926 (c) A court order is not necessary for the recording of a
1292712927 foreign will in accordance with this section. (Tex. Prob. Code,
1292812928 Secs. 95(d)(1) (part), (2) (part).)
1292912929 Sec. 501.005. EFFECT OF FILING AND RECORDING FOREIGN WILL.
1293012930 On filing and recording a foreign will in accordance with this
1293112931 chapter, the foreign will:
1293212932 (1) is considered to be admitted to probate; and
1293312933 (2) has the same effect for all purposes as if the
1293412934 original will had been admitted to probate by order of a court of
1293512935 this state, subject to contest in the manner and to the extent
1293612936 provided by Chapter 504. (Tex. Prob. Code, Secs. 95(d)(1) (part),
1293712937 (2) (part).)
1293812938 Sec. 501.006. ANCILLARY LETTERS TESTAMENTARY. (a) On
1293912939 application, an executor named in a foreign will admitted to
1294012940 ancillary probate in this state in accordance with this chapter is
1294112941 entitled to receive ancillary letters testamentary on proof made to
1294212942 the court that:
1294312943 (1) the executor has qualified to serve as executor in
1294412944 the jurisdiction in which the will was previously admitted to
1294512945 probate or otherwise established; and
1294612946 (2) the executor is not disqualified from serving in
1294712947 that capacity in this state.
1294812948 (b) After the proof required by Subsection (a) is made, the
1294912949 court shall enter an order directing that ancillary letters
1295012950 testamentary be issued to the executor. The court shall revoke any
1295112951 letters of administration previously issued by the court to any
1295212952 other person on application of the executor after personal service
1295312953 of citation on the person to whom the letters were issued. (Tex.
1295412954 Prob. Code, Sec. 105.)
1295512955 Sec. 501.007. EFFECT ON PROPERTY. A foreign will admitted
1295612956 to ancillary probate in this state as provided by this chapter after
1295712957 having been admitted to probate or otherwise established in the
1295812958 jurisdiction in which the testator was domiciled at the time of the
1295912959 testator's death is effective to dispose of property in this state
1296012960 regardless of whether the will was executed with the formalities
1296112961 required by this title. (Tex. Prob. Code, Sec. 95(e).)
1296212962 Sec. 501.008. SETTING ASIDE OF CERTAIN FOREIGN WILLS. (a)
1296312963 This section applies only to a foreign will admitted to ancillary
1296412964 probate in this state, in accordance with the procedures prescribed
1296512965 by this chapter, based on the previous probate or other
1296612966 establishment of the will in the jurisdiction in which the testator
1296712967 was domiciled at the time of the testator's death.
1296812968 (b) The admission to probate in this state of a foreign will
1296912969 to which this section applies shall be set aside if it is
1297012970 subsequently proven in a proceeding brought for that purpose that
1297112971 the foreign jurisdiction in which the will was admitted to probate
1297212972 or otherwise established was not in fact the domicile of the
1297312973 testator at the time of the testator's death.
1297412974 (c) The title or rights of a person who, before commencement
1297512975 of a proceeding to set aside the admission to probate of a foreign
1297612976 will under this section, purchases property in good faith and for
1297712977 value from the personal representative or a devisee or otherwise
1297812978 deals in good faith with the personal representative or a devisee
1297912979 are not affected by the subsequent setting aside of the admission to
1298012980 probate in this state. (Tex. Prob. Code, Sec. 95(f).)
1298112981 CHAPTER 502. ORIGINAL PROBATE OF FOREIGN WILL
1298212982 Sec. 502.001. ORIGINAL PROBATE OF FOREIGN WILL
1298312983 AUTHORIZED
1298412984 Sec. 502.002. PROOF OF FOREIGN WILL IN ORIGINAL
1298512985 PROBATE PROCEEDING
1298612986 CHAPTER 502. ORIGINAL PROBATE OF FOREIGN WILL
1298712987 Sec. 502.001. ORIGINAL PROBATE OF FOREIGN WILL AUTHORIZED.
1298812988 (a) This section applies only to a will of a testator who dies
1298912989 domiciled outside of this state that:
1299012990 (1) on probate, may operate on any property in this
1299112991 state; and
1299212992 (2) is valid under the laws of this state.
1299312993 (b) A court may grant original probate of a will described
1299412994 by Subsection (a) in the same manner as the court grants the probate
1299512995 of other wills under this title if the will:
1299612996 (1) has not been rejected from probate or
1299712997 establishment in the jurisdiction in which the testator died
1299812998 domiciled; or
1299912999 (2) has been rejected from probate or establishment in
1300013000 the jurisdiction in which the testator died domiciled solely for a
1300113001 cause that is not a ground for rejection of a will of a testator who
1300213002 died domiciled in this state.
1300313003 (c) A court may delay passing on an application for probate
1300413004 of a foreign will pending the result of probate or establishment, or
1300513005 of a contest of probate or establishment, in the jurisdiction in
1300613006 which the testator died domiciled. (Tex. Prob. Code, Sec. 103.)
1300713007 Sec. 502.002. PROOF OF FOREIGN WILL IN ORIGINAL PROBATE
1300813008 PROCEEDING. (a) A copy of the will of a testator who dies domiciled
1300913009 outside of this state, authenticated in the manner required by this
1301013010 title, is sufficient proof of the contents of the will to admit the
1301113011 will to probate in an original proceeding in this state if an
1301213012 objection to the will is not made.
1301313013 (b) This section does not:
1301413014 (1) authorize the probate of a will that would not
1301513015 otherwise be admissible to probate; or
1301613016 (2) if an objection is made to a will, relieve the
1301713017 proponent from offering proof of the contents and legal sufficiency
1301813018 of the will as otherwise required.
1301913019 (c) Subsection (b)(2) does not require the proponent to
1302013020 produce the original will unless ordered by the court. (Tex. Prob.
1302113021 Code, Sec. 104.)
1302213022 CHAPTER 503. RECORDING OF FOREIGN TESTAMENTARY INSTRUMENT
1302313023 SUBCHAPTER A. REQUIREMENTS FOR RECORDING FOREIGN TESTAMENTARY INSTRUMENT
1302413024 INSTRUMENT
1302513025 Sec. 503.001. AUTHORIZATION TO RECORD CERTAIN FOREIGN
1302613026 RECORDS
1302713027 Sec. 503.002. ORIGINAL SIGNATURES NOT REQUIRED
1302813028 Sec. 503.003. CONTEST OF RECORDED FOREIGN TESTAMENTARY
1302913029 INSTRUMENT PERMITTED
1303013030 [Sections 503.004-503.050 reserved for expansion]
1303113031 SUBCHAPTER B. EFFECTS OF RECORDED FOREIGN
1303213032 TESTAMENTARY INSTRUMENT
1303313033 Sec. 503.051. RECORDED FOREIGN TESTAMENTARY INSTRUMENT
1303413034 AS CONVEYANCE
1303513035 Sec. 503.052. RECORDED FOREIGN TESTAMENTARY INSTRUMENT
1303613036 AS NOTICE OF TITLE
1303713037 CHAPTER 503. RECORDING OF FOREIGN TESTAMENTARY INSTRUMENT
1303813038 SUBCHAPTER A. REQUIREMENTS FOR RECORDING FOREIGN TESTAMENTARY
1303913039 INSTRUMENT
1304013040 Sec. 503.001. AUTHORIZATION TO RECORD CERTAIN FOREIGN
1304113041 TESTAMENTARY INSTRUMENTS IN DEED RECORDS. (a) A copy of a will or
1304213042 other testamentary instrument that conveys, or in any other manner
1304313043 disposes of, land in this state and that has been probated according
1304413044 to the laws of any state of the United States or a country other than
1304513045 the United States, along with a copy of the judgment, order, or
1304613046 decree by which the instrument was admitted to probate that has the
1304713047 attestation, seal, and certificate required by Section 501.002(c),
1304813048 may be filed and recorded in the deed records in any county in this
1304913049 state in which the land is located:
1305013050 (1) without further proof or authentication, subject
1305113051 to Section 503.003; and
1305213052 (2) in the same manner as a deed or conveyance is
1305313053 required to be recorded under the laws of this state.
1305413054 (b) A copy of a will or other testamentary instrument
1305513055 described by Subsection (a), along with a copy of the judgment,
1305613056 order, or decree by which the instrument was admitted to probate
1305713057 that has the attestation and certificate required by Section
1305813058 501.002(c), is:
1305913059 (1) prima facie evidence that the instrument has been
1306013060 admitted to probate according to the laws of the state or country in
1306113061 which it was allegedly admitted to probate; and
1306213062 (2) sufficient to authorize the instrument and the
1306313063 judgment, order, or decree to be recorded in the deed records in the
1306413064 proper county or counties in this state. (Tex. Prob. Code, Secs. 96
1306513065 (part), 97.)
1306613066 Sec. 503.002. ORIGINAL SIGNATURES NOT REQUIRED.
1306713067 Notwithstanding Section 501.002(c), the original signatures
1306813068 required by that section may not be required for a recordation in
1306913069 the deed records in accordance with Section 503.001 or for a purpose
1307013070 described by Section 503.051 or 503.052. (Tex. Prob. Code, Sec.
1307113071 95(c) (part).)
1307213072 Sec. 503.003. CONTEST OF RECORDED FOREIGN TESTAMENTARY
1307313073 INSTRUMENT PERMITTED. The validity of a will or other testamentary
1307413074 instrument, a copy of which is filed and recorded as provided by
1307513075 Section 503.001, may be contested in the manner and to the extent
1307613076 provided by Subchapter A, Chapter 504. (Tex. Prob. Code, Sec. 96
1307713077 (part).)
1307813078 [Sections 503.004-503.050 reserved for expansion]
1307913079 SUBCHAPTER B. EFFECTS OF RECORDED FOREIGN
1308013080 TESTAMENTARY INSTRUMENT
1308113081 Sec. 503.051. RECORDED FOREIGN TESTAMENTARY INSTRUMENT AS
1308213082 CONVEYANCE. A copy of a foreign will or other testamentary
1308313083 instrument described by Section 503.001 and the copy of the
1308413084 judgment, order, or decree by which the instrument was admitted to
1308513085 probate that are attested and proved as provided by that section and
1308613086 delivered to the county clerk of the proper county in this state to
1308713087 be recorded in the deed records:
1308813088 (1) take effect and are valid as a deed of conveyance
1308913089 of all property in this state covered by the instrument; and
1309013090 (2) have the same effect as a recorded deed or other
1309113091 conveyance of land beginning at the time the instrument is
1309213092 delivered to the clerk to be recorded. (Tex. Prob. Code, Sec. 98.)
1309313093 Sec. 503.052. RECORDED FOREIGN TESTAMENTARY INSTRUMENT AS
1309413094 NOTICE OF TITLE. A copy of a foreign will or other testamentary
1309513095 instrument described by Section 503.001 and the copy of the
1309613096 judgment, order, or decree by which the instrument was admitted to
1309713097 probate that is attested and proved as provided by that section and
1309813098 filed for recording in the deed records of the proper county in this
1309913099 state constitute notice to all persons of the:
1310013100 (1) existence of the instrument; and
1310113101 (2) title or titles conferred by the instrument.
1310213102 (Tex. Prob. Code, Sec. 99.)
1310313103 CHAPTER 504. CONTEST OF OR OTHER CHALLENGE TO FOREIGN TESTAMENTARY INSTRUMENT
1310413104 INSTRUMENT
1310513105 SUBCHAPTER A. CONTEST OR SETTING ASIDE PROBATE OF FOREIGN WILL IN THIS STATE
1310613106 THIS STATE
1310713107 Sec. 504.001. GROUNDS FOR CONTESTING FOREIGN WILL
1310813108 PROBATED IN DOMICILIARY JURISDICTION
1310913109 Sec. 504.002. GROUNDS FOR CONTESTING FOREIGN WILL
1311013110 JURISDICTION
1311113111 Sec. 504.003. PROCEDURES AND TIME LIMITS FOR
1311213112 CONTESTING FOREIGN WILL
1311313113 Sec. 504.004. PROBATE OF FOREIGN WILL SET ASIDE FOR
1311413114 LACK OF SERVICE
1311513115 [Sections 504.005-504.050 reserved for expansion]
1311613116 SUBCHAPTER B. CONTEST OR FINAL REJECTION IN FOREIGN JURISDICTION
1311713117 Sec. 504.051. NOTICE OF WILL CONTEST IN FOREIGN
1311813118 JURISDICTION
1311913119 Sec. 504.052. EFFECT OF NOTICE
1312013120 Sec. 504.053. EFFECT OF REJECTION OF TESTAMENTARY
1312113121 INSTRUMENT BY FOREIGN JURISDICTION
1312213122 CHAPTER 504. CONTEST OF OR OTHER CHALLENGE TO FOREIGN TESTAMENTARY
1312313123 INSTRUMENT
1312413124 SUBCHAPTER A. CONTEST OR SETTING ASIDE PROBATE OF FOREIGN WILL IN
1312513125 THIS STATE
1312613126 Sec. 504.001. GROUNDS FOR CONTESTING FOREIGN WILL PROBATED
1312713127 IN DOMICILIARY JURISDICTION. (a) Subject to Subsection (b), an
1312813128 interested person may contest a foreign will that has been:
1312913129 (1) admitted to probate or established in the
1313013130 jurisdiction in which the testator was domiciled at the time of the
1313113131 testator's death; and
1313213132 (2) admitted to probate in this state or filed in the
1313313133 deed records of any county of this state.
1313413134 (b) A will described by Subsection (a) may be contested only
1313513135 on the grounds that:
1313613136 (1) the proceedings in the jurisdiction in which the
1313713137 testator was domiciled at the time of the testator's death were not
1313813138 authenticated in the manner required for ancillary probate or
1313913139 recording in the deed records in this state;
1314013140 (2) the will has been finally rejected for probate in
1314113141 this state in another proceeding; or
1314213142 (3) the probate of the will has been set aside in the
1314313143 jurisdiction in which the testator was domiciled at the time of the
1314413144 testator's death. (Tex. Prob. Code, Sec. 100(a).)
1314513145 Sec. 504.002. GROUNDS FOR CONTESTING FOREIGN WILL PROBATED
1314613146 IN NON-DOMICILIARY JURISDICTION. A foreign will admitted to
1314713147 probate or established in any jurisdiction other than the
1314813148 jurisdiction in which the testator was domiciled at the time of the
1314913149 testator's death may be contested on any grounds that are the basis
1315013150 for the contest of a domestic will. (Tex. Prob. Code, Sec. 100(b)
1315113151 (part).)
1315213152 Sec. 504.003. PROCEDURES AND TIME LIMITS FOR CONTESTING
1315313153 FOREIGN WILL. (a) The probate in this state of a foreign will
1315413154 probated or established in a jurisdiction other than the
1315513155 jurisdiction in which the testator was domiciled at the time of the
1315613156 testator's death may be contested in the manner that would apply if
1315713157 the testator had been domiciled in this state at the time of the
1315813158 testator's death.
1315913159 (b) A foreign will admitted to ancillary probate in this
1316013160 state or filed in the deed records of any county of this state may be
1316113161 contested using the same procedures and within the same time limits
1316213162 applicable to the contest of a will admitted to original probate in
1316313163 this state. (Tex. Prob. Code, Secs. 95(d)(2) (part), 100(c).)
1316413164 Sec. 504.004. PROBATE OF FOREIGN WILL SET ASIDE FOR LACK OF
1316513165 SERVICE. (a) The probate in this state of a foreign will shall be
1316613166 set aside if:
1316713167 (1) the will was probated in this state:
1316813168 (A) in accordance with the procedure applicable
1316913169 to the probate of a will admitted to probate in the jurisdiction in
1317013170 which the testator was domiciled at the time of the testator's
1317113171 death; and
1317213172 (B) without the service of citation required for
1317313173 a will admitted to probate in another jurisdiction that was not the
1317413174 testator's domicile at the time of the testator's death; and
1317513175 (2) it is proved that the foreign jurisdiction in
1317613176 which the will was probated was not the testator's domicile at the
1317713177 time of the testator's death.
1317813178 (b) If otherwise entitled, a will the probate of which is
1317913179 set aside in accordance with Subsection (a) may be:
1318013180 (1) reprobated in accordance with the procedure
1318113181 prescribed for the probate of a will admitted in a jurisdiction that
1318213182 was not the testator's domicile at the time of the testator's death;
1318313183 or
1318413184 (2) admitted to original probate in this state in the
1318513185 proceeding in which the ancillary probate was set aside or in a
1318613186 subsequent proceeding. (Tex. Prob. Code, Sec. 100(b) (part).)
1318713187 [Sections 504.005-504.050 reserved for expansion]
1318813188 SUBCHAPTER B. CONTEST OR FINAL REJECTION IN FOREIGN JURISDICTION
1318913189 Sec. 504.051. NOTICE OF WILL CONTEST IN FOREIGN
1319013190 JURISDICTION. Verified notice that a proceeding to contest a will
1319113191 probated or established in a foreign jurisdiction has been
1319213192 commenced in that jurisdiction may be filed and recorded in the
1319313193 minutes of the court in this state in which the foreign will was
1319413194 probated, or in the deed records of any county of this state in
1319513195 which the foreign will was recorded, within the time limits for the
1319613196 contest of a foreign will in this state. (Tex. Prob. Code, Sec. 101
1319713197 (part).)
1319813198 Sec. 504.052. EFFECT OF NOTICE. After a notice is filed and
1319913199 recorded under Section 504.051, the probate or recording in this
1320013200 state of the foreign will that is the subject of the notice has no
1320113201 effect until verified proof is filed and recorded that the foreign
1320213202 proceedings:
1320313203 (1) have been terminated in favor of the will; or
1320413204 (2) were never commenced. (Tex. Prob. Code, Sec. 101
1320513205 (part).)
1320613206 Sec. 504.053. EFFECT OF REJECTION OF TESTAMENTARY
1320713207 INSTRUMENT BY FOREIGN JURISDICTION. (a) Except as provided by
1320813208 Subsection (b), final rejection of a will or other testamentary
1320913209 instrument from probate or establishment in a foreign jurisdiction
1321013210 in which the testator was domiciled at the time of the testator's
1321113211 death is conclusive in this state.
1321213212 (b) A will or other testamentary instrument that is finally
1321313213 rejected from probate or establishment in a foreign jurisdiction in
1321413214 which the testator was domiciled at the time of the testator's death
1321513215 may be admitted to probate or continue to be effective in this state
1321613216 if the will or other instrument was rejected solely for a cause that
1321713217 is not a ground for rejection of a will of a testator who died
1321813218 domiciled in this state. (Tex. Prob. Code, Sec. 102.)
1321913219 CHAPTER 505. FOREIGN PERSONAL REPRESENTATIVES, TRUSTEES, AND FIDUCIARIES
1322013220 FIDUCIARIES
1322113221 SUBCHAPTER A. FOREIGN CORPORATE FIDUCIARY
1322213222 Sec. 505.001. DEFINITION
1322313223 Sec. 505.002. APPLICABILITY OF OTHER LAW
1322413224 Sec. 505.003. AUTHORITY OF FOREIGN CORPORATE FIDUCIARY
1322513225 TO SERVE IN FIDUCIARY CAPACITY
1322613226 Sec. 505.004. FILING REQUIREMENTS; DESIGNATION
1322713227 Sec. 505.005. SERVICE OF NOTICE OR PROCESS ON
1322813228 SECRETARY OF STATE
1322913229 Sec. 505.006. CRIMINAL PENALTY; EFFECT OF CONVICTION
1323013230 [Sections 505.007-505.050 reserved for expansion]
1323113231 SUBCHAPTER B. FOREIGN EXECUTORS AND TRUSTEES
1323213232 Sec. 505.051. APPLICABILITY OF BOND REQUIREMENT
1323313233 Sec. 505.052. POWER TO SELL PROPERTY
1323413234 [Sections 505.053-505.100 reserved for expansion]
1323513235 SUBCHAPTER C. RECOVERY OF DEBTS BY FOREIGN EXECUTOR OR ADMINISTRATOR
1323613236 ADMINISTRATOR
1323713237 Sec. 505.101. SUIT TO RECOVER DEBT
1323813238 Sec. 505.102. JURISDICTION
1323913239 Sec. 505.103. RESTRICTION ON SUIT BROUGHT BY FOREIGN
1324013240 EXECUTOR OR ADMINISTRATOR
1324113241 CHAPTER 505. FOREIGN PERSONAL REPRESENTATIVES, TRUSTEES, AND
1324213242 FIDUCIARIES
1324313243 SUBCHAPTER A. FOREIGN CORPORATE FIDUCIARY
1324413244 Sec. 505.001. DEFINITION. In this subchapter, "foreign
1324513245 corporate fiduciary" means a corporate fiduciary that does not have
1324613246 its main office or a branch office in this state. (Tex. Prob. Code,
1324713247 Sec. 105A(a) (part).)
1324813248 Sec. 505.002. APPLICABILITY OF OTHER LAW. (a) A foreign
1324913249 corporate fiduciary acting in a fiduciary capacity in this state in
1325013250 strict accordance with this subchapter:
1325113251 (1) is not transacting business in this state within
1325213252 the meaning of Section 9.001, Business Organizations Code; and
1325313253 (2) is qualified to serve in that capacity under
1325413254 Section 501.006.
1325513255 (b) This subchapter is in addition to, and not a limitation
1325613256 on, Subtitles F and G, Title 3, Finance Code. (Tex. Prob. Code,
1325713257 Secs. 105A(c), (d).)
1325813258 Sec. 505.003. AUTHORITY OF FOREIGN CORPORATE FIDUCIARY TO
1325913259 SERVE IN FIDUCIARY CAPACITY. (a) Subject to Subsections (b) and
1326013260 (c) and Section 505.004, a foreign corporate fiduciary may be
1326113261 appointed by will, deed, agreement, declaration, indenture, court
1326213262 order or decree, or otherwise and may serve in this state in any
1326313263 fiduciary capacity, including as:
1326413264 (1) trustee of a personal or corporate trust;
1326513265 (2) executor;
1326613266 (3) administrator; or
1326713267 (4) guardian of the estate.
1326813268 (b) A foreign corporate fiduciary appointed to serve in a
1326913269 fiduciary capacity in this state must have the corporate power to
1327013270 act in that capacity.
1327113271 (c) This section applies only to the extent that the home
1327213272 state of the foreign corporate fiduciary appointed to serve in a
1327313273 fiduciary capacity in this state grants to a corporate fiduciary
1327413274 whose home state is this state the authority to serve in like
1327513275 fiduciary capacity. (Tex. Prob. Code, Sec. 105A(a) (part).)
1327613276 Sec. 505.004. FILING REQUIREMENTS; DESIGNATION. (a) A
1327713277 foreign corporate fiduciary must file the following documents with
1327813278 the secretary of state before qualifying or serving in this state in
1327913279 a fiduciary capacity as authorized by Section 505.003:
1328013280 (1) a copy of the fiduciary's charter, articles of
1328113281 incorporation or of association, and all amendments to those
1328213282 documents, certified by the fiduciary's secretary under the
1328313283 fiduciary's corporate seal;
1328413284 (2) a properly executed written instrument that by the
1328513285 instrument's terms is of indefinite duration and irrevocable,
1328613286 appointing the secretary of state and the secretary of state's
1328713287 successors as the fiduciary's agent for service of process on whom
1328813288 notices and processes issued by a court of this state may be served
1328913289 in an action or proceeding relating to a trust, estate, fund, or
1329013290 other matter within this state with respect to which the fiduciary
1329113291 is acting in a fiduciary capacity, including the acts or defaults of
1329213292 the fiduciary with respect to that trust, estate, or fund; and
1329313293 (3) a written certificate of designation specifying
1329413294 the name and address of the officer, agent, or other person to whom
1329513295 the secretary of state shall forward notices and processes
1329613296 described by Subdivision (2).
1329713297 (b) A foreign corporate fiduciary may change the
1329813298 certificate of designation under Subsection (a)(3) by filing a new
1329913299 certificate. (Tex. Prob. Code, Sec. 105A(b) (part).)
1330013300 Sec. 505.005. SERVICE OF NOTICE OR PROCESS ON SECRETARY OF
1330113301 STATE. (a) On receipt of a notice or process described by Section
1330213302 505.004(a)(2), the secretary of state shall promptly forward the
1330313303 notice or process by registered or certified mail to the officer,
1330413304 agent, or other person designated by the foreign corporate
1330513305 fiduciary under Section 505.004 to receive the notice or process.
1330613306 (b) Service of notice or process described by Section
1330713307 505.004(a)(2) on the secretary of state as agent for a foreign
1330813308 corporate fiduciary has the same effect as if personal service had
1330913309 been had in this state on the foreign corporate fiduciary. (Tex.
1331013310 Prob. Code, Sec. 105A(b) (part).)
1331113311 Sec. 505.006. CRIMINAL PENALTY; EFFECT OF CONVICTION. (a)
1331213312 A foreign corporate fiduciary commits an offense if the fiduciary
1331313313 violates this subchapter.
1331413314 (b) An offense under this section is a misdemeanor
1331513315 punishable by a fine not to exceed $5,000.
1331613316 (c) On conviction, the court may prohibit a foreign
1331713317 corporate fiduciary convicted of an offense under this section from
1331813318 thereafter serving in any fiduciary capacity in this state. (Tex.
1331913319 Prob. Code, Sec. 105A(e).)
1332013320 [Sections 505.007-505.050 reserved for expansion]
1332113321 SUBCHAPTER B. FOREIGN EXECUTORS AND TRUSTEES
1332213322 Sec. 505.051. APPLICABILITY OF BOND REQUIREMENT. (a) A
1332313323 foreign executor is not required to give bond if the will appointing
1332413324 the foreign executor provides that the executor may serve without
1332513325 bond.
1332613326 (b) The bond provisions of this title applicable to domestic
1332713327 representatives apply to a foreign executor if the will appointing
1332813328 the foreign executor does not exempt the foreign executor from
1332913329 giving bond. (Tex. Prob. Code, Sec. 106.)
1333013330 Sec. 505.052. POWER TO SELL PROPERTY. (a) If a foreign
1333113331 will has been recorded in the deed records of a county in this state
1333213332 in the manner provided by this subtitle and the will gives an
1333313333 executor or trustee the power to sell property located in this
1333413334 state:
1333513335 (1) an order of a court of this state is not necessary
1333613336 to authorize the executor or trustee to make the sale and execute
1333713337 proper conveyance; and
1333813338 (2) any specific directions the testator gave in the
1333913339 foreign will respecting the sale of the estate property must be
1334013340 followed unless the directions have been annulled or suspended by
1334113341 an order of a court of competent jurisdiction.
1334213342 (b) Notwithstanding Section 501.002(c), the original
1334313343 signatures required by that section may not be required for
1334413344 purposes of this section. (Tex. Prob. Code, Secs. 95(c) (part),
1334513345 107.)
1334613346 [Sections 505.053-505.100 reserved for expansion]
1334713347 SUBCHAPTER C. RECOVERY OF DEBTS BY FOREIGN EXECUTOR OR
1334813348 ADMINISTRATOR
1334913349 Sec. 505.101. SUIT TO RECOVER DEBT. (a) On giving notice
1335013350 by registered or certified mail to all creditors of a decedent in
1335113351 this state who have filed a claim against the decedent's estate for
1335213352 a debt due to the creditor, a foreign executor or administrator of a
1335313353 person who was a nonresident at the time of death may maintain a
1335413354 suit in this state for the recovery of debts due to the decedent.
1335513355 (b) The plaintiff's letters testamentary or of
1335613356 administration granted by a competent tribunal, properly
1335713357 authenticated, must be filed with the suit. (Tex. Prob. Code, Secs.
1335813358 107A(a), (b).)
1335913359 Sec. 505.102. JURISDICTION. (a) A foreign executor or
1336013360 administrator who files a suit authorized by Section 505.101
1336113361 submits personally to the jurisdiction of the courts of this state
1336213362 in a proceeding relating to the recovery of a debt owed to a
1336313363 resident of this state by the decedent whose estate the executor or
1336413364 administrator represents.
1336513365 (b) Jurisdiction under this section is limited to the amount
1336613366 of money or value of personal property recovered in this state by
1336713367 the foreign executor or administrator. (Tex. Prob. Code, Sec.
1336813368 107A(c).)
1336913369 Sec. 505.103. RESTRICTION ON SUIT BROUGHT BY FOREIGN
1337013370 EXECUTOR OR ADMINISTRATOR. A suit may not be maintained in this
1337113371 state by a foreign executor or administrator for a decedent's
1337213372 estate under this subchapter if there is:
1337313373 (1) an executor or administrator of the decedent's
1337413374 estate qualified by a court of this state; or
1337513375 (2) a pending application in this state for the
1337613376 appointment of an executor or administrator of the decedent's
1337713377 estate. (Tex. Prob. Code, Sec. 107A(d).)
1337813378 [Chapters 506-550 reserved for expansion]
1337913379 SUBTITLE L. PAYMENT OF ESTATES INTO TREASURY
1338013380 CHAPTER 551. PAYMENT OF CERTAIN ESTATES TO STATE
1338113381 SUBCHAPTER A. PAYMENT OF CERTAIN FUNDS TO STATE
1338213382 Sec. 551.001. PAYMENT OF CERTAIN SHARES OF ESTATE TO
1338313383 STATE
1338413384 Sec. 551.002. PAYMENT OF PORTION THAT IS IN MONEY
1338513385 Sec. 551.003. PAYMENT OF PORTION THAT IS NOT IN MONEY
1338613386 Sec. 551.004. COMPENSATION TO EXECUTOR OR
1338713387 ADMINISTRATOR
1338813388 Sec. 551.005. COMPTROLLER INDISPENSABLE PARTY
1338913389 Sec. 551.006. COMPTROLLER'S RECEIPT
1339013390 [Sections 551.007-551.050 reserved for expansion]
1339113391 SUBCHAPTER B. RECOVERY OF FUNDS PAID TO STATE
1339213392 Sec. 551.051. RECOVERY OF FUNDS
1339313393 Sec. 551.052. ACTION FOR RECOVERY
1339413394 Sec. 551.053. JUDGMENT
1339513395 Sec. 551.054. PAYMENT OF COSTS
1339613396 Sec. 551.055. REPRESENTATION OF COMPTROLLER
1339713397 [Sections 551.056-551.100 reserved for expansion]
1339813398 SUBCHAPTER C. PENALTIES; ENFORCEMENT
1339913399 Sec. 551.101. LIABILITY OF COURT CLERK; PENALTY
1340013400 Sec. 551.102. DAMAGES FOR FAILURE TO MAKE PAYMENTS
1340113401 Sec. 551.103. ENFORCEMENT OF PAYMENT AND DAMAGES;
1340213402 RECOVERY ON BOND
1340313403 CHAPTER 551. PAYMENT OF CERTAIN ESTATES TO STATE
1340413404 SUBCHAPTER A. PAYMENT OF CERTAIN FUNDS TO STATE
1340513405 Sec. 551.001. PAYMENT OF CERTAIN SHARES OF ESTATE TO STATE.
1340613406 (a) The court, by written order, shall require the executor or
1340713407 administrator of an estate to pay to the comptroller as provided by
1340813408 this subchapter the share of that estate of a person entitled to
1340913409 that share who does not demand the share from the executor or
1341013410 administrator within six months after the date of, as applicable:
1341113411 (1) a court order approving the report of the
1341213412 commissioners of partition made under Section 360.154; or
1341313413 (2) the settlement of the final account of the
1341413414 executor or administrator.
1341513415 (b) This section does not apply to the share of an estate to
1341613416 which a resident minor without a guardian is entitled. (Tex. Prob.
1341713417 Code, Sec. 427 (part).)
1341813418 Sec. 551.002. PAYMENT OF PORTION THAT IS IN MONEY. The
1341913419 executor or administrator shall pay the portion of the share
1342013420 subject to Section 551.001 that is in money to the comptroller.
1342113421 (Tex. Prob. Code, Sec. 427 (part).)
1342213422 Sec. 551.003. PAYMENT OF PORTION THAT IS NOT IN MONEY. (a)
1342313423 The court's order under Section 551.001 must require the executor
1342413424 or administrator to:
1342513425 (1) sell, on terms determined best by the court, the
1342613426 portion of a share subject to that section that is in property other
1342713427 than money; and
1342813428 (2) on collection of the proceeds of the sale, pay the
1342913429 proceeds to the comptroller.
1343013430 (b) An action to recover the proceeds of a sale under this
1343113431 section is governed by Subchapter B. (Tex. Prob. Code, Sec. 427
1343213432 (part).)
1343313433 Sec. 551.004. COMPENSATION TO EXECUTOR OR ADMINISTRATOR.
1343413434 The executor or administrator is entitled to reasonable
1343513435 compensation for services performed under Section 551.003. (Tex.
1343613436 Prob. Code, Sec. 427 (part).)
1343713437 Sec. 551.005. COMPTROLLER INDISPENSABLE PARTY. (a) The
1343813438 comptroller is an indispensable party to a judicial or
1343913439 administrative proceeding concerning the disposition and handling
1344013440 of any share of an estate that is or may be payable to the
1344113441 comptroller under Section 551.001.
1344213442 (b) The clerk of a court that orders an executor or
1344313443 administrator to pay funds to the comptroller under Section 551.001
1344413444 shall serve on the comptroller, by personal service of citation, a
1344513445 certified copy of the court order not later than the fifth day after
1344613446 the date the order is issued. (Tex. Prob. Code, Sec. 428.)
1344713447 Sec. 551.006. COMPTROLLER'S RECEIPT. (a) An executor or
1344813448 administrator who pays to the comptroller under this subchapter any
1344913449 funds of the estate represented by the executor or administrator
1345013450 shall:
1345113451 (1) obtain from the comptroller a receipt for the
1345213452 payment, with official seal attached; and
1345313453 (2) file the receipt with the clerk of the court that
1345413454 orders the payment.
1345513455 (b) The court clerk shall record the comptroller's receipt
1345613456 in the minutes of the court. (Tex. Prob. Code, Sec. 430.)
1345713457 [Sections 551.007-551.050 reserved for expansion]
1345813458 SUBCHAPTER B. RECOVERY OF FUNDS PAID TO STATE
1345913459 Sec. 551.051. RECOVERY OF FUNDS. If funds of an estate have
1346013460 been paid to the comptroller under this chapter, an heir or devisee
1346113461 or an assignee of an heir or devisee may recover the share of the
1346213462 funds to which the heir, devisee, or assignee is entitled. (Tex.
1346313463 Prob. Code, Sec. 433(a) (part).)
1346413464 Sec. 551.052. ACTION FOR RECOVERY. (a) A person claiming
1346513465 funds under Section 551.051 must bring an action, on or before the
1346613466 fourth anniversary of the date of the order requiring payment under
1346713467 this chapter to the comptroller, by filing a petition in the
1346813468 district court of Travis County against the comptroller. The
1346913469 petition must set forth:
1347013470 (1) the plaintiff's right to the funds; and
1347113471 (2) the amount claimed by the plaintiff.
1347213472 (b) On the filing of a petition under Subsection (a), the
1347313473 court clerk shall issue a citation for the comptroller to appear and
1347413474 represent the interest of this state in the action. The citation
1347513475 must be served by personal service.
1347613476 (c) Proceedings in an action brought under this section are
1347713477 governed by the rules applicable to other civil actions. (Tex.
1347813478 Prob. Code, Secs. 433(a) (part), (b) (part), (c) (part).)
1347913479 Sec. 551.053. JUDGMENT. (a) If a plaintiff establishes the
1348013480 plaintiff's right to funds claimed under this subchapter, the court
1348113481 shall award a judgment that specifies the amount to which the
1348213482 plaintiff is entitled.
1348313483 (b) A certified copy of the judgment constitutes sufficient
1348413484 authority for the comptroller to pay the judgment. (Tex. Prob.
1348513485 Code, Sec. 433(c) (part).)
1348613486 Sec. 551.054. PAYMENT OF COSTS. The costs of an action
1348713487 brought under this subchapter shall be adjudged against the
1348813488 plaintiff. The plaintiff may be required to secure the costs.
1348913489 (Tex. Prob. Code, Sec. 433(d).)
1349013490 Sec. 551.055. REPRESENTATION OF COMPTROLLER. As the
1349113491 comptroller elects and with the approval of the attorney general,
1349213492 the attorney general, the county attorney or criminal district
1349313493 attorney for the county, or the district attorney for the district
1349413494 shall represent the comptroller in an action brought under this
1349513495 subchapter. (Tex. Prob. Code, Sec. 433(b) (part).)
1349613496 [Sections 551.056-551.100 reserved for expansion]
1349713497 SUBCHAPTER C. PENALTIES; ENFORCEMENT
1349813498 Sec. 551.101. LIABILITY OF COURT CLERK; PENALTY. (a) A
1349913499 court clerk who fails to timely comply with Section 551.005(b) is
1350013500 liable for a $100 penalty.
1350113501 (b) The penalty under Subsection (a) shall be recovered
1350213502 through an action brought in the name of this state, after personal
1350313503 service of citation, on the information of any resident. Half of
1350413504 the penalty shall be paid to the informer and the other half to this
1350513505 state. (Tex. Prob. Code, Sec. 429.)
1350613506 Sec. 551.102. DAMAGES FOR FAILURE TO MAKE PAYMENTS. (a) An
1350713507 executor or administrator who fails to pay funds of an estate to the
1350813508 comptroller as required by an order under Section 551.001 on or
1350913509 before the 30th day after the date of the order is liable, after
1351013510 personal service of citation charging that failure and after proof
1351113511 of the failure, for damages. The damages:
1351213512 (1) accrue at the rate of five percent of the amount of
1351313513 the funds per month for each month or fraction of a month after the
1351413514 30th day after the date of the order that the executor or
1351513515 administrator fails to make the payment; and
1351613516 (2) must be paid to the comptroller out of the
1351713517 executor's or administrator's own estate.
1351813518 (b) Damages under this section may be recovered in any court
1351913519 of competent jurisdiction. (Tex. Prob. Code, Sec. 431.)
1352013520 Sec. 551.103. ENFORCEMENT OF PAYMENT AND DAMAGES; RECOVERY
1352113521 ON BOND. (a) The comptroller may apply in the name of this state to
1352213522 the court that issued an order for the payment of funds of an estate
1352313523 under this chapter to enforce the payment of:
1352413524 (1) funds the executor or administrator has failed to
1352513525 pay to the comptroller under the order; and
1352613526 (2) any damages that have accrued under Section
1352713527 551.102.
1352813528 (b) The court shall enforce the payment under Subsection (a)
1352913529 in the manner prescribed for enforcement of other payment orders.
1353013530 (c) In addition to the action under Subsection (a), the
1353113531 comptroller may bring an action in the name of this state against
1353213532 the executor or administrator and the sureties on the executor's or
1353313533 administrator's bond for the recovery of the funds ordered to be
1353413534 paid and any accrued damages.
1353513535 (d) The county attorney or criminal district attorney for
1353613536 the county, the district attorney for the district, or the attorney
1353713537 general, at the election of the comptroller and with the approval of
1353813538 the attorney general, shall represent the comptroller in all
1353913539 proceedings under this section, and shall also represent the
1354013540 interests of this state in all other matters arising under this
1354113541 code. (Tex. Prob. Code, Sec. 432.)
1354213542 [Chapters 552-600 reserved for expansion]
1354313543 SUBTITLE M. DURABLE POWERS OF ATTORNEY
1354413544 [Chapters 601-650 reserved for expansion]
1354513545 [Subtitles N-W reserved for expansion]
1354613546 SUBTITLE X. TEXAS PROBATE CODE: SCOPE, JURISDICTION, AND COURTS
1354713547 CHAPTER I. GENERAL PROVISIONS
1354813548 [Reserved for expansion]
1354913549 SUBTITLE Y. TEXAS PROBATE CODE: INDEPENDENT ADMINISTRATION
1355013550 CHAPTER VI. SPECIAL TYPES OF ADMINISTRATION
1355113551 PART 4. INDEPENDENT ADMINISTRATION
1355213552 [Reserved for expansion]
1355313553 SUBTITLE Z. TEXAS PROBATE CODE: DURABLE POWERS OF ATTORNEY
1355413554 [Reserved for expansion]
1355513555 [Titles 3-24 reserved for expansion]
1355613556 TITLE 25. TEXAS PROBATE CODE: GUARDIANSHIP
1355713557 [Reserved for expansion]
1355813558 SECTION 2. TRANSFER AND REDESIGNATION. Sections 2, 4, 5,
1355913559 5A, 5B, 5C, 6, and 8, Texas Probate Code, are transferred to Chapter
1356013560 I, Subtitle X, Title 2, Estates and Guardianships Code, as added by
1356113561 Section 1 of this Act, and redesignated as Sections 2, 4, 5, 5A, 5B,
1356213562 5C, 6, and 8, Estates and Guardianships Code, respectively.
1356313563 SECTION 3. TRANSFER AND REDESIGNATION. Sections 145
1356413564 through 154A, Texas Probate Code, are transferred to Part 4,
1356513565 Chapter VI, Subtitle Y, Title 2, Estates and Guardianships Code, as
1356613566 added by Section 1 of this Act, and redesignated as Sections 145
1356713567 through 154A, Estates and Guardianships Code, respectively.
1356813568 SECTION 4. TRANSFER AND REDESIGNATION. Chapter XII, Texas
1356913569 Probate Code, is transferred to Subtitle Z, Title 2, Estates and
1357013570 Guardianships Code, as added by Section 1 of this Act, and Sections
1357113571 481 through 506 of that chapter are redesignated as Sections 481
1357213572 through 506, Estates and Guardianships Code, respectively.
1357313573 SECTION 5. TRANSFER AND REDESIGNATION. Chapter XIII, Texas
1357413574 Probate Code, is transferred to Title 25, Estates and Guardianships
1357513575 Code, as added by Section 1 of this Act, and redesignated as Chapter
1357613576 XIII of that title, and Sections 601 through 905 of that chapter are
1357713577 redesignated as Sections 601 through 905, Estates and Guardianships
1357813578 Code, respectively.
1357913579 SECTION 6. CONFORMING AMENDMENT. Section 2, Texas Probate
1358013580 Code, redesignated as Section 2, Estates and Guardianships Code, by
1358113581 Section 2 of this Act, is amended to read as follows:
1358213582 Sec. 2. EFFECTIVE DATE AND APPLICATION. [(a) Effective Date.
1358313583 This Code shall take effect and be in force on and after January 1,
1358413584 1956. The procedure herein prescribed shall govern all probate
1358513585 proceedings in county and probate courts brought after the
1358613586 effective date of this Act, and also all further procedure in
1358713587 proceedings in probate then pending, except to the extent that in
1358813588 the opinion of the court, with respect to proceedings in probate
1358913589 then pending, its application in particular proceedings or parts
1359013590 thereof would not be feasible or would work injustice, in which
1359113591 event the former procedure shall apply.
1359213592 [(b) Rights Not Affected. No act done in any proceeding
1359313593 commenced before this Code takes effect, and no accrued right,
1359413594 shall be impaired by the provisions of this Code. When a right is
1359513595 acquired, extinguished, or barred upon the expiration of a
1359613596 prescribed period of time which has commenced to run by the
1359713597 provision of any statute in force before this Code takes effect,
1359813598 such provision shall remain in force and be deemed a part of this
1359913599 Code with respect to such right. All things properly done under any
1360013600 previously existing statute prior to the taking effect of this Code
1360113601 shall be treated as valid. Where citation or other process or
1360213602 notice is issued and served in compliance with existing statutes
1360313603 prior to the taking effect of this Code, the party upon whom such
1360413604 citation or other process has been served shall have the time
1360513605 provided for under such previously existing statutes in which to
1360613606 comply therewith.
1360713607 [(c) Subdivisions Have No Legal Effect. The division of this
1360813608 Code into Chapters, Parts, Sections, Subsections, and Paragraphs is
1360913609 solely for convenience and shall have no legal effect.
1361013610 [(d) Severability. If any provision of this Code, or the
1361113611 application thereof to any person or circumstance, is held invalid,
1361213612 such invalidity shall not affect other provisions or applications
1361313613 of the Code which can be given effect without the invalid provision
1361413614 or application, and to this end the provisions of this Code are
1361513615 declared to be severable, and the Legislature hereby states that it
1361613616 would have enacted such portions of the Code which can lawfully be
1361713617 given effect regardless of the possible invalidity of other
1361813618 provisions of the Code.]
1361913619 (e) Nature of Proceeding. The administration of the estate
1362013620 of a decedent, from the filing of the application for probate and
1362113621 administration, or for administration, until the decree of final
1362213622 distribution and the discharge of the last personal representative,
1362313623 shall be considered as one proceeding for purposes of jurisdiction.
1362413624 The entire proceeding is a proceeding in rem.
1362513625 SECTION 7. CONFORMING AMENDMENT. Section 145(q), Texas
1362613626 Probate Code, redesignated as Section 145(q), Estates and
1362713627 Guardianships Code, by Section 3 of this Act, is amended to read as
1362813628 follows:
1362913629 (q) Absent proof of fraud or collusion on the part of a
1363013630 judge, no judge may be held civilly liable for the commission of
1363113631 misdeeds or the omission of any required act of any person, firm, or
1363213632 corporation designated as an independent executor or independent
1363313633 administrator under Subsections (c), (d), and (e) of the section.
1363413634 [Section 36 of this code does not apply to the appointment of an
1363513635 independent executor or administrator under Subsection (c), (d), or
1363613636 (e) of this section.]
1363713637 SECTION 8. CONFORMING AMENDMENT. Section 154A(i), Texas
1363813638 Probate Code, redesignated as Section 154A(i), Estates and
1363913639 Guardianships Code, by Section 3 of this Act, is amended to read as
1364013640 follows:
1364113641 (i) Absent proof of fraud or collusion on the part of a
1364213642 judge, the judge may not be held civilly liable for the commission
1364313643 of misdeeds or the omission of any required act of any person, firm,
1364413644 or corporation designated as a successor independent executor under
1364513645 this section. [Section 36 of this code does not apply to an
1364613646 appointment of a successor independent executor under this
1364713647 section.]
1364813648 SECTION 9. CONFORMING AMENDMENT. Section 490(a), Texas
1364913649 Probate Code, redesignated as Section 490(a), Estates and
1365013650 Guardianships Code, by Section 4 of this Act, is amended to read as
1365113651 follows:
1365213652 (a) The following form is known as a "statutory durable
1365313653 power of attorney." A person may use a statutory durable power of
1365413654 attorney to grant an attorney in fact or agent powers with respect
1365513655 to a person's property and financial matters. A power of attorney
1365613656 in substantially the following form has the meaning and effect
1365713657 prescribed by this chapter. The validity of a power of attorney as
1365813658 meeting the requirements of a statutory durable power of attorney
1365913659 is not affected by the fact that one or more of the categories of
1366013660 optional powers listed in the form are struck or the form includes
1366113661 specific limitations on or additions to the attorney in fact's or
1366213662 agent's powers.
1366313663 The following form is not exclusive, and other forms of power
1366413664 of attorney may be used.
1366513665 STATUTORY DURABLE POWER OF ATTORNEY
1366613666 NOTICE: THE POWERS GRANTED BY THIS DOCUMENT ARE BROAD AND SWEEPING.
1366713667 THEY ARE EXPLAINED IN THE DURABLE POWER OF ATTORNEY ACT, CHAPTER
1366813668 XII, ESTATES AND GUARDIANSHIPS [TEXAS PROBATE] CODE. IF YOU HAVE
1366913669 ANY QUESTIONS ABOUT THESE POWERS, OBTAIN COMPETENT LEGAL ADVICE.
1367013670 THIS DOCUMENT DOES NOT AUTHORIZE ANYONE TO MAKE MEDICAL AND OTHER
1367113671 HEALTH-CARE DECISIONS FOR YOU. YOU MAY REVOKE THIS POWER OF
1367213672 ATTORNEY IF YOU LATER WISH TO DO SO.
1367313673 I, __________ (insert your name and address), appoint
1367413674 __________ (insert the name and address of the person appointed) as
1367513675 my agent (attorney-in-fact) to act for me in any lawful way with
1367613676 respect to all of the following powers except for a power that I
1367713677 have crossed out below.
1367813678 TO WITHHOLD A POWER, YOU MUST CROSS OUT EACH POWER
1367913679 WITHHELD.
1368013680 Real property transactions;
1368113681 Tangible personal property transactions;
1368213682 Stock and bond transactions;
1368313683 Commodity and option transactions;
1368413684 Banking and other financial institution transactions;
1368513685 Business operating transactions;
1368613686 Insurance and annuity transactions;
1368713687 Estate, trust, and other beneficiary transactions;
1368813688 Claims and litigation;
1368913689 Personal and family maintenance;
1369013690 Benefits from social security, Medicare, Medicaid, or other
1369113691 governmental programs or civil or military service;
1369213692 Retirement plan transactions;
1369313693 Tax matters.
1369413694 IF NO POWER LISTED ABOVE IS CROSSED OUT, THIS DOCUMENT SHALL
1369513695 BE CONSTRUED AND INTERPRETED AS A GENERAL POWER OF ATTORNEY AND MY
1369613696 AGENT (ATTORNEY IN FACT) SHALL HAVE THE POWER AND AUTHORITY TO
1369713697 PERFORM OR UNDERTAKE ANY ACTION I COULD PERFORM OR UNDERTAKE IF I
1369813698 WERE PERSONALLY PRESENT.
1369913699 SPECIAL INSTRUCTIONS:
1370013700 Special instructions applicable to gifts (initial in front of
1370113701 the following sentence to have it apply):
1370213702 I grant my agent (attorney in fact) the power to apply my
1370313703 property to make gifts, except that the amount of a gift to an
1370413704 individual may not exceed the amount of annual exclusions allowed
1370513705 from the federal gift tax for the calendar year of the gift.
1370613706 ON THE FOLLOWING LINES YOU MAY GIVE SPECIAL INSTRUCTIONS
1370713707 LIMITING OR EXTENDING THE POWERS GRANTED TO YOUR AGENT.
1370813708 ________________________________________________________________
1370913709 ________________________________________________________________
1371013710 ________________________________________________________________
1371113711 ________________________________________________________________
1371213712 ________________________________________________________________
1371313713 ________________________________________________________________
1371413714 ________________________________________________________________
1371513715 ________________________________________________________________
1371613716 ________________________________________________________________
1371713717 UNLESS YOU DIRECT OTHERWISE ABOVE, THIS POWER OF ATTORNEY IS
1371813718 EFFECTIVE IMMEDIATELY AND WILL CONTINUE UNTIL IT IS REVOKED.
1371913719 CHOOSE ONE OF THE FOLLOWING ALTERNATIVES BY CROSSING OUT THE
1372013720 ALTERNATIVE NOT CHOSEN:
1372113721 (A) This power of attorney is not affected by my subsequent
1372213722 disability or incapacity.
1372313723 (B) This power of attorney becomes effective upon my
1372413724 disability or incapacity.
1372513725 YOU SHOULD CHOOSE ALTERNATIVE (A) IF THIS POWER OF ATTORNEY
1372613726 IS TO BECOME EFFECTIVE ON THE DATE IT IS EXECUTED.
1372713727 IF NEITHER (A) NOR (B) IS CROSSED OUT, IT WILL BE ASSUMED THAT
1372813728 YOU CHOSE ALTERNATIVE (A).
1372913729 If Alternative (B) is chosen and a definition of my
1373013730 disability or incapacity is not contained in this power of
1373113731 attorney, I shall be considered disabled or incapacitated for
1373213732 purposes of this power of attorney if a physician certifies in
1373313733 writing at a date later than the date this power of attorney is
1373413734 executed that, based on the physician's medical examination of me,
1373513735 I am mentally incapable of managing my financial affairs. I
1373613736 authorize the physician who examines me for this purpose to
1373713737 disclose my physical or mental condition to another person for
1373813738 purposes of this power of attorney. A third party who accepts this
1373913739 power of attorney is fully protected from any action taken under
1374013740 this power of attorney that is based on the determination made by a
1374113741 physician of my disability or incapacity.
1374213742 I agree that any third party who receives a copy of this
1374313743 document may act under it. Revocation of the durable power of
1374413744 attorney is not effective as to a third party until the third party
1374513745 receives actual notice of the revocation. I agree to indemnify the
1374613746 third party for any claims that arise against the third party
1374713747 because of reliance on this power of attorney.
1374813748 If any agent named by me dies, becomes legally disabled,
1374913749 resigns, or refuses to act, I name the following (each to act alone
1375013750 and successively, in the order named) as successor(s) to that
1375113751 agent: __________.
1375213752 Signed this ______ day of __________, [19]_____________
1375313753 ___________________________
1375413754 (your signature)
1375513755 State of _______________________
1375613756 County of ______________________
1375713757 This document was acknowledged before me on ____________(date) by
1375813758 ________________________
1375913759 (name of principal)
1376013760 ______________________________
1376113761 (signature of notarial officer)
1376213762 (Seal, if any, of notary) _____________________________________
1376313763 (printed name)
1376413764 My commission expires: _____________
1376513765 THE ATTORNEY IN FACT OR AGENT, BY ACCEPTING OR ACTING UNDER
1376613766 THE APPOINTMENT, ASSUMES THE FIDUCIARY AND OTHER LEGAL
1376713767 RESPONSIBILITIES OF AN AGENT.
1376813768 SECTION 10. REPEALER. (a) Sections 3, 9, 10, 10A, 10B, 10C,
1376913769 11, 11A, 12, 13, 14, 15, 16, 17, 17A, 18, 19, 20, 21, 22, 23, 24, 25,
1377013770 26, 27, 28, 29, 31, 32, 33, 34, 34A, 35, 36, 36B, 36C, 36D, 36E, 36F,
1377113771 37, 37A, 37B, 37C, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 47A, 48,
1377213772 49, 50, 51, 52, 52A, 53, 53A, 53B, 53C, 53D, 53E, 54, 55, 56, 57, 58,
1377313773 58a, 58b, 58c, 59, 59A, 60, 61, 62, 63, 67, 68, 69, 69A, 70, 70A, 71,
1377413774 71A, 72, 73, 74, 75, 76, 77, 78, 79, 80, 81, 82, 83, 84, 85, 87, 88,
1377513775 89, 89A, 89B, 89C, 90, 91, 92, 93, 94, 95, 96, 97, 98, 99, 100, 101,
1377613776 102, 103, 104, 105, 105A, 106, 107, 107A, 108, 109, 110, 111, 112,
1377713777 113, 114, 115, 128, 128A, 128B, 129, 129A, 131A, 132, 133, 134, 135,
1377813778 137, 138, 139, 140, 141, 142, 143, 155, 156, 160, 168, 176, 177,
1377913779 178, 179, 180, 181, 182, 183, 186, 187, 188, 189, 190, 192, 194,
1378013780 195, 196, 197, 198, 199, 200, 201, 202, 203, 204, 205, 206, 207,
1378113781 208, 209, 210, 211, 212, 213, 214, 215, 216, 217, 218, 220, 221,
1378213782 221A, 221B, 222, 222A, 223, 224, 225, 226, 227, 230, 232, 233, 233A,
1378313783 234, 235, 238, 238A, 239, 240, 241, 242, 243, 244, 245, 249, 250,
1378413784 251, 252, 253, 255, 256, 257, 258, 259, 260, 261, 262, 263, 264,
1378513785 265, 266, 267, 268, 269, 270, 271, 272, 273, 274, 275, 276, 277,
1378613786 278, 279, 280, 281, 282, 283, 284, 285, 286, 287, 288, 289, 290,
1378713787 291, 292, 293, 294, 295, 296, 297, 298, 299, 301, 302, 303, 304,
1378813788 306, 307, 308, 309, 310, 311, 312, 313, 314, 315, 316, 317, 318,
1378913789 319, 320, 320A, 321, 322, 322A, 322B, 323, 324, 326, 328, 329, 331,
1379013790 332, 333, 334, 335, 336, 337, 338, 339, 340, 341, 342, 344, 345,
1379113791 345A, 346, 347, 348, 349, 350, 351, 352, 353, 354, 355, 356, 357,
1379213792 358, 359, 360, 361, 362, 363, 364, 365, 366, 367, 368, 369, 370,
1379313793 371, 372, 373, 374, 375, 377, 378, 378A, 378B, 379, 380, 381, 382,
1379413794 384, 385, 386, 387, 398A, 399, 400, 401, 402, 403, 404, 405, 405A,
1379513795 406, 407, 408, 409, 410, 412, 414, 427, 428, 429, 430, 431, 432,
1379613796 433, 436, 437, 438, 438A, 439, 439A, 440, 441, 442, 443, 444, 445,
1379713797 446, 447, 448, 449, 450, 451, 452, 453, 454, 455, 456, 457, 458,
1379813798 459, 460, 461, 462, 471, 472, and 473, Texas Probate Code, are
1379913799 repealed.
1380013800 (b) Section 248, Texas Probate Code, as amended by Chapters
1380113801 701 (S.B. 347) and 765 (H.B. 3434), Acts of the 79th Legislature,
1380213802 Regular Session, 2005, is repealed.
1380313803 SECTION 11. LEGISLATIVE INTENT. This Act is enacted under
1380413804 Section 43, Article III, Texas Constitution. This Act is intended
1380513805 as a recodification only, and no substantive change in law is
1380613806 intended by this Act.
1380713807 SECTION 12. EFFECTIVE DATE. This Act takes effect January
1380813808 1, 2014.