1 | 1 | | 81R38713 KFF-D |
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2 | 2 | | By: Carona S.R. No. 1089 |
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3 | 3 | | |
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4 | 4 | | |
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5 | 5 | | R E S O L U T I O N |
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6 | 6 | | BE IT RESOLVED by the Senate of the State of Texas, 81st |
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7 | 7 | | Legislature, Regular Session, 2009, That Senate Rule 12.03 be |
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8 | 8 | | suspended in part as provided by Senate Rule 12.08 to enable the |
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9 | 9 | | conference committee appointed to resolve the differences on Senate |
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10 | 10 | | Bill 408 (jurisdiction, venue, and appeals in certain matters, |
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11 | 11 | | including the jurisdiction of and appeals from certain courts and |
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12 | 12 | | administrative decisions and the appointment of counsel in certain |
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13 | 13 | | appeals) to consider and take action on the following matters: |
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14 | 14 | | (1) Senate Rule 12.03(4) is suspended to permit the |
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15 | 15 | | committee to add text not included in either the house or senate |
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16 | 16 | | version of the bill by adding the following SECTIONS to the bill: |
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17 | 17 | | SECTION 12. (a) Section 3(bb), Texas Probate Code, is |
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18 | 18 | | amended to read as follows: |
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19 | 19 | | (bb) "Probate proceeding" is synonymous with the terms |
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20 | 20 | | "Probate matter," ["Probate proceedings,"] "Proceeding in |
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21 | 21 | | probate," and "Proceedings for probate." The term means a matter or |
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22 | 22 | | proceeding related to the estate of a decedent [are synonymous] and |
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23 | 23 | | includes: |
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24 | 24 | | (1) the probate of a will, with or without |
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25 | 25 | | administration of the estate; |
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26 | 26 | | (2) the issuance of letters testamentary and of |
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27 | 27 | | administration; |
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28 | 28 | | (3) an heirship determination or small estate |
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29 | 29 | | affidavit, community property administration, and homestead and |
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30 | 30 | | family allowances; |
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31 | 31 | | (4) an application, petition, motion, or action |
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32 | 32 | | regarding the probate of a will or an estate administration, |
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33 | 33 | | including a claim for money owed by the decedent; |
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34 | 34 | | (5) a claim arising from an estate administration |
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35 | 35 | | and any action brought on the claim; |
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36 | 36 | | (6) the settling of a personal representative's |
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37 | 37 | | account of an estate and any other matter related to the settlement, |
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38 | 38 | | partition, or distribution of an estate; and |
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39 | 39 | | (7) a will construction suit [include a matter or |
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40 | 40 | | proceeding relating to the estate of a decedent]. |
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41 | 41 | | (b) Chapter I, Texas Probate Code, is amended by adding |
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42 | 42 | | Sections 4A, 4B, 4C, 4D, 4E, 4F, 4G, and 4H to read as follows: |
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43 | 43 | | Sec. 4A. GENERAL PROBATE COURT JURISDICTION; APPEALS. (a) |
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44 | 44 | | All probate proceedings must be filed and heard in a court |
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45 | 45 | | exercising original probate jurisdiction. The court exercising |
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46 | 46 | | original probate jurisdiction also has jurisdiction of all matters |
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47 | 47 | | related to the probate proceeding as specified in Section 4B of this |
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48 | 48 | | code for that type of court. |
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49 | 49 | | (b) A probate court may exercise pendent and ancillary |
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50 | 50 | | jurisdiction as necessary to promote judicial efficiency and |
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51 | 51 | | economy. |
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52 | 52 | | (c) A final order issued by a probate court is appealable to |
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53 | 53 | | the court of appeals. |
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54 | 54 | | Sec. 4B. MATTERS RELATED TO PROBATE PROCEEDING. (a) For |
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55 | 55 | | purposes of this code, in a county in which there is no statutory |
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56 | 56 | | probate court or county court at law exercising original probate |
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57 | 57 | | jurisdiction, a matter related to a probate proceeding includes: |
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58 | 58 | | (1) an action against a personal representative or |
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59 | 59 | | former personal representative arising out of the representative's |
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60 | 60 | | performance of the duties of a personal representative; |
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61 | 61 | | (2) an action against a surety of a personal |
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62 | 62 | | representative or former personal representative; |
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63 | 63 | | (3) a claim brought by a personal representative on |
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64 | 64 | | behalf of an estate; |
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65 | 65 | | (4) an action brought against a personal |
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66 | 66 | | representative in the representative's capacity as personal |
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67 | 67 | | representative; |
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68 | 68 | | (5) an action for trial of title to real property that |
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69 | 69 | | is estate property, including the enforcement of a lien against the |
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70 | 70 | | property; and |
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71 | 71 | | (6) an action for trial of the right of property that |
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72 | 72 | | is estate property. |
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73 | 73 | | (b) For purposes of this code, in a county in which there is |
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74 | 74 | | no statutory probate court, but in which there is a county court at |
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75 | 75 | | law exercising original probate jurisdiction, a matter related to a |
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76 | 76 | | probate proceeding includes: |
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77 | 77 | | (1) all matters and actions described in Subsection |
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78 | 78 | | (a) of this section; |
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79 | 79 | | (2) the interpretation and administration of a |
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80 | 80 | | testamentary trust if the will creating the trust has been admitted |
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81 | 81 | | to probate in the court; and |
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82 | 82 | | (3) the interpretation and administration of an inter |
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83 | 83 | | vivos trust created by a decedent whose will has been admitted to |
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84 | 84 | | probate in the court. |
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85 | 85 | | (c) For purposes of this code, in a county in which there is |
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86 | 86 | | a statutory probate court, a matter related to a probate proceeding |
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87 | 87 | | includes: |
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88 | 88 | | (1) all matters and actions described in Subsections |
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89 | 89 | | (a) and (b) of this section; and |
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90 | 90 | | (2) any cause of action in which a personal |
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91 | 91 | | representative of an estate pending in the statutory probate court |
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92 | 92 | | is a party in the representative's capacity as personal |
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93 | 93 | | representative. |
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94 | 94 | | Sec. 4C. ORIGINAL JURISDICTION FOR PROBATE PROCEEDINGS. |
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95 | 95 | | (a) In a county in which there is no statutory probate court or |
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96 | 96 | | county court at law exercising original probate jurisdiction, the |
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97 | 97 | | county court has original jurisdiction of probate proceedings. |
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98 | 98 | | (b) In a county in which there is no statutory probate |
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99 | 99 | | court, but in which there is a county court at law exercising |
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100 | 100 | | original probate jurisdiction, the county court at law exercising |
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101 | 101 | | original probate jurisdiction and the county court have concurrent |
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102 | 102 | | original jurisdiction of probate proceedings, unless otherwise |
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103 | 103 | | provided by law. The judge of a county court may hear probate |
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104 | 104 | | proceedings while sitting for the judge of any other county court. |
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105 | 105 | | (c) In a county in which there is a statutory probate court, |
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106 | 106 | | the statutory probate court has original jurisdiction of probate |
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107 | 107 | | proceedings. |
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108 | 108 | | Sec. 4D. JURISDICTION OF CONTESTED PROBATE PROCEEDING IN |
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109 | 109 | | COUNTY WITH NO STATUTORY PROBATE COURT OR STATUTORY COUNTY COURT. |
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110 | 110 | | (a) In a county in which there is no statutory probate court or |
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111 | 111 | | county court at law exercising original probate jurisdiction, when |
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112 | 112 | | a matter in a probate proceeding is contested, the judge of the |
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113 | 113 | | county court may, on the judge's own motion, or shall, on the motion |
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114 | 114 | | of any party to the proceeding, according to the motion: |
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115 | 115 | | (1) request the assignment of a statutory probate |
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116 | 116 | | court judge to hear the contested matter, as provided by Section |
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117 | 117 | | 25.0022, Government Code; or |
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118 | 118 | | (2) transfer the contested matter to the district |
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119 | 119 | | court, which may then hear the contested matter as if originally |
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120 | 120 | | filed in the district court. |
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121 | 121 | | (b) If a party to a probate proceeding files a motion for the |
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122 | 122 | | assignment of a statutory probate court judge to hear a contested |
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123 | 123 | | matter in the proceeding before the judge of the county court |
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124 | 124 | | transfers the contested matter to a district court under this |
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125 | 125 | | section, the county judge shall grant the motion for the assignment |
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126 | 126 | | of a statutory probate court judge and may not transfer the matter |
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127 | 127 | | to the district court unless the party withdraws the motion. |
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128 | 128 | | (c) A party to a probate proceeding may file a motion for the |
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129 | 129 | | assignment of a statutory probate court judge under this section |
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130 | 130 | | before a matter in the proceeding becomes contested, and the motion |
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131 | 131 | | is given effect as a motion for assignment of a statutory probate |
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132 | 132 | | court judge under Subsection (a) of this section if the matter later |
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133 | 133 | | becomes contested. |
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134 | 134 | | (d) Notwithstanding any other law, a transfer of a contested |
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135 | 135 | | matter in a probate proceeding to a district court under any |
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136 | 136 | | authority other than the authority provided by this section: |
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137 | 137 | | (1) is disregarded for purposes of this section; and |
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138 | 138 | | (2) does not defeat the right of a party to the |
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139 | 139 | | proceeding to have the matter assigned to a statutory probate court |
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140 | 140 | | judge in accordance with this section. |
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141 | 141 | | (e) A statutory probate court judge assigned to a contested |
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142 | 142 | | matter under this section has the jurisdiction and authority |
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143 | 143 | | granted to a statutory probate court by this code. On resolution of |
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144 | 144 | | a contested matter for which a statutory probate court judge is |
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145 | 145 | | assigned under this section, including any appeal of the matter, |
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146 | 146 | | the statutory probate court judge shall return the matter to the |
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147 | 147 | | county court for further proceedings not inconsistent with the |
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148 | 148 | | orders of the statutory probate court or court of appeals, as |
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149 | 149 | | applicable. |
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150 | 150 | | (f) A district court to which a contested matter is |
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151 | 151 | | transferred under this section has the jurisdiction and authority |
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152 | 152 | | granted to a statutory probate court by this code. On resolution of |
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153 | 153 | | a contested matter transferred to the district court under this |
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154 | 154 | | section, including any appeal of the matter, the district court |
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155 | 155 | | shall return the matter to the county court for further proceedings |
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156 | 156 | | not inconsistent with the orders of the district court or court of |
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157 | 157 | | appeals, as applicable. |
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158 | 158 | | (g) The county court shall continue to exercise |
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159 | 159 | | jurisdiction over the management of the estate, other than a |
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160 | 160 | | contested matter, until final disposition of the contested matter |
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161 | 161 | | is made in accordance with this section. After a contested matter |
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162 | 162 | | is transferred to a district court, any matter related to the |
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163 | 163 | | probate proceeding may be brought in the district court. The |
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164 | 164 | | district court in which a matter related to the probate proceeding |
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165 | 165 | | is filed may, on its own motion or on the motion of any party, find |
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166 | 166 | | that the matter is not a contested matter and transfer the matter to |
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167 | 167 | | the county court with jurisdiction of the management of the estate. |
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168 | 168 | | (h) If a contested matter in a probate proceeding is |
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169 | 169 | | transferred to a district court under this section, the district |
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170 | 170 | | court has jurisdiction of any contested matter in the proceeding |
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171 | 171 | | that is subsequently filed, and the county court shall transfer |
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172 | 172 | | those contested matters to the district court. If a statutory |
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173 | 173 | | probate court judge is assigned under this section to hear a |
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174 | 174 | | contested matter in a probate proceeding, the statutory probate |
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175 | 175 | | court judge shall be assigned to hear any contested matter in the |
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176 | 176 | | proceeding that is subsequently filed. |
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177 | 177 | | (i) The clerk of a district court to which a contested |
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178 | 178 | | matter in a probate proceeding is transferred under this section |
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179 | 179 | | may perform in relation to the contested matter any function a |
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180 | 180 | | county clerk may perform with respect to that type of matter. |
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181 | 181 | | Sec. 4E. JURISDICTION OF CONTESTED PROBATE PROCEEDING IN |
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182 | 182 | | COUNTY WITH NO STATUTORY PROBATE COURT. (a) In a county in which |
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183 | 183 | | there is no statutory probate court, but in which there is a county |
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184 | 184 | | court at law exercising original probate jurisdiction, when a |
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185 | 185 | | matter in a probate proceeding is contested, the judge of the county |
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186 | 186 | | court may, on the judge's own motion, or shall, on the motion of any |
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187 | 187 | | party to the proceeding, transfer the contested matter to the |
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188 | 188 | | county court at law. In addition, the judge of the county court, on |
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189 | 189 | | the judge's own motion or on the motion of a party to the |
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190 | 190 | | proceeding, may transfer the entire proceeding to the county court |
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191 | 191 | | at law. |
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192 | 192 | | (b) A county court at law to which a proceeding is |
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193 | 193 | | transferred under this section may hear the proceeding as if |
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194 | 194 | | originally filed in that court. If only a contested matter in the |
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195 | 195 | | proceeding is transferred, on the resolution of the matter, the |
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196 | 196 | | matter shall be returned to the county court for further |
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197 | 197 | | proceedings not inconsistent with the orders of the county court at |
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198 | 198 | | law. |
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199 | 199 | | Sec. 4F. EXCLUSIVE JURISDICTION OF PROBATE PROCEEDING IN |
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200 | 200 | | COUNTY WITH STATUTORY PROBATE COURT. (a) In a county in which |
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201 | 201 | | there is a statutory probate court, the statutory probate court has |
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202 | 202 | | exclusive jurisdiction of all probate proceedings, regardless of |
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203 | 203 | | whether contested or uncontested. A cause of action related to the |
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204 | 204 | | probate proceeding must be brought in a statutory probate court |
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205 | 205 | | unless the jurisdiction of the statutory probate court is |
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206 | 206 | | concurrent with the jurisdiction of a district court as provided by |
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207 | 207 | | Section 4H of this code or with the jurisdiction of any other court. |
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208 | 208 | | (b) This section shall be construed in conjunction and in |
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209 | 209 | | harmony with Section 145 of this code and all other sections of this |
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210 | 210 | | code relating to independent executors, but may not be construed to |
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211 | 211 | | expand the court's control over an independent executor. |
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212 | 212 | | Sec. 4G. JURISDICTION OF STATUTORY PROBATE COURT WITH |
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213 | 213 | | RESPECT TO TRUSTS AND POWERS OF ATTORNEY. In a county in which |
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214 | 214 | | there is a statutory probate court, the statutory probate court has |
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215 | 215 | | jurisdiction of: |
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216 | 216 | | (1) an action by or against a trustee; |
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217 | 217 | | (2) an action involving an inter vivos trust, |
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218 | 218 | | testamentary trust, or charitable trust; |
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219 | 219 | | (3) an action against an agent or former agent under a |
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220 | 220 | | power of attorney arising out of the agent's performance of the |
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221 | 221 | | duties of an agent; and |
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222 | 222 | | (4) an action to determine the validity of a power of |
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223 | 223 | | attorney or to determine an agent's rights, powers, or duties under |
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224 | 224 | | a power of attorney. |
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225 | 225 | | Sec. 4H. CONCURRENT JURISDICTION WITH DISTRICT COURT. A |
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226 | 226 | | statutory probate court has concurrent jurisdiction with the |
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227 | 227 | | district court in: |
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228 | 228 | | (1) a personal injury, survival, or wrongful death |
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229 | 229 | | action by or against a person in the person's capacity as a personal |
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230 | 230 | | representative; |
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231 | 231 | | (2) an action by or against a trustee; |
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232 | 232 | | (3) an action involving an inter vivos trust, |
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233 | 233 | | testamentary trust, or charitable trust; |
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234 | 234 | | (4) an action involving a personal representative of |
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235 | 235 | | an estate in which each other party aligned with the personal |
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236 | 236 | | representative is not an interested person in that estate; |
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237 | 237 | | (5) an action against an agent or former agent under a |
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238 | 238 | | power of attorney arising out of the agent's performance of the |
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239 | 239 | | duties of an agent; and |
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240 | 240 | | (6) an action to determine the validity of a power of |
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241 | 241 | | attorney or to determine an agent's rights, powers, or duties under |
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242 | 242 | | a power of attorney. |
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243 | 243 | | (c) Section 5B(a), Texas Probate Code, is amended to read as |
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244 | 244 | | follows: |
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245 | 245 | | (a) A judge of a statutory probate court, on the motion of a |
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246 | 246 | | party to the action or on the motion of a person interested in an |
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247 | 247 | | estate, may transfer to the judge's [his] court from a district, |
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248 | 248 | | county, or statutory court a cause of action related to a probate |
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249 | 249 | | proceeding [appertaining to or incident to an estate] pending in |
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250 | 250 | | the statutory probate court or a cause of action in which a personal |
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251 | 251 | | representative of an estate pending in the statutory probate court |
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252 | 252 | | is a party and may consolidate the transferred cause of action with |
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253 | 253 | | the other proceedings in the statutory probate court relating to |
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254 | 254 | | that estate. |
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255 | 255 | | (d) Section 25.0022(i), Government Code, is amended to read |
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256 | 256 | | as follows: |
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257 | 257 | | (i) A judge assigned under this section has the |
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258 | 258 | | jurisdiction, powers, and duties given by Sections 4A, 4C, 4F, 4G, |
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259 | 259 | | 4H [5, 5A], 5B, 606, 607, and 608, Texas Probate Code, to statutory |
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260 | 260 | | probate court judges by general law. |
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261 | 261 | | (e) Section 25.1132(c), Government Code, is amended to read |
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262 | 262 | | as follows: |
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263 | 263 | | (c) A county court at law in Hood County has concurrent |
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264 | 264 | | jurisdiction with the district court in: |
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265 | 265 | | (1) civil cases in which the matter in controversy |
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266 | 266 | | exceeds $500 but does not exceed $250,000, excluding interest; |
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267 | 267 | | (2) family law cases and related proceedings; |
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268 | 268 | | (3) contested probate matters under Section 4D(a) |
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269 | 269 | | [5(b)], Texas Probate Code; and |
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270 | 270 | | (4) contested guardianship matters under Section |
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271 | 271 | | 606(b), Texas Probate Code. |
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272 | 272 | | (f) Section 25.1863(b), Government Code, is amended to read |
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273 | 273 | | as follows: |
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274 | 274 | | (b) A county court at law has concurrent jurisdiction with |
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275 | 275 | | the district court over contested probate |
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276 | 276 | | matters. Notwithstanding the requirement in [Subsection (b),] |
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277 | 277 | | Section 4D(a) [5], Texas Probate Code, that the judge of the |
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278 | 278 | | constitutional county court transfer a contested probate |
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279 | 279 | | proceeding to the district court, the judge of the constitutional |
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280 | 280 | | county court shall transfer the proceeding under that section to |
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281 | 281 | | either a county court at law in Parker County or a district court in |
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282 | 282 | | Parker County. A county court at law has the jurisdiction, powers, |
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283 | 283 | | and duties that a district court has under [Subsection (b),] |
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284 | 284 | | Section 4D(a) [5], Texas Probate Code, for the transferred |
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285 | 285 | | proceeding, and the county clerk acts as clerk for the proceeding. |
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286 | 286 | | The contested proceeding may be transferred between a county court |
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287 | 287 | | at law in Parker County and a district court in Parker County as |
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288 | 288 | | provided by local rules of administration. |
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289 | 289 | | (g) Section 123.005(a), Property Code, is amended to read as |
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290 | 290 | | follows: |
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291 | 291 | | (a) Venue in a proceeding brought by the attorney general |
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292 | 292 | | alleging breach of a fiduciary duty by a fiduciary or managerial |
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293 | 293 | | agent of a charitable trust shall be a court of competent |
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294 | 294 | | jurisdiction in Travis County or in the county where the defendant |
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295 | 295 | | resides or has its principal office. To the extent of a conflict |
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296 | 296 | | between this subsection and any provision of the Texas Probate Code |
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297 | 297 | | providing for venue of a proceeding brought with respect to a |
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298 | 298 | | charitable trust created by a will that has been admitted to |
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299 | 299 | | probate, this subsection controls. |
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300 | 300 | | (h) Sections 4, 5, and 5A, Texas Probate Code, are repealed. |
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301 | 301 | | (i) The changes in law made by this section apply only to an |
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302 | 302 | | action filed or a proceeding commenced on or after the effective |
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303 | 303 | | date of this Act. An action filed or proceeding commenced before |
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304 | 304 | | the effective date of this Act is governed by the law in effect on |
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305 | 305 | | the date the action was filed or the proceeding was commenced, and |
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306 | 306 | | the former law is continued in effect for that purpose. |
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307 | 307 | | SECTION 13. (a) Effective January 1, 2014, Subtitle A, |
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308 | 308 | | Title 2, Estates Code, as adopted by H.B. No. 2502, Acts of the 81st |
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309 | 309 | | Legislature, Regular Session, 2009, if that Act is enacted and |
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310 | 310 | | becomes law, is amended by adding Chapters 31 and 32 to read as |
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311 | 311 | | follows: |
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312 | 312 | | CHAPTER 31. GENERAL PROVISIONS |
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313 | 313 | | Sec. 31.001. SCOPE OF "PROBATE PROCEEDING" FOR PURPOSES OF |
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314 | 314 | | CODE. The term "probate proceeding," as used in this code, |
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315 | 315 | | includes: |
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316 | 316 | | (1) the probate of a will, with or without |
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317 | 317 | | administration of the estate; |
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318 | 318 | | (2) the issuance of letters testamentary and of |
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319 | 319 | | administration; |
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320 | 320 | | (3) an heirship determination or small estate |
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321 | 321 | | affidavit, community property administration, and homestead and |
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322 | 322 | | family allowances; |
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323 | 323 | | (4) an application, petition, motion, or action |
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324 | 324 | | regarding the probate of a will or an estate administration, |
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325 | 325 | | including a claim for money owed by the decedent; |
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326 | 326 | | (5) a claim arising from an estate administration and |
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327 | 327 | | any action brought on the claim; |
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328 | 328 | | (6) the settling of a personal representative's |
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329 | 329 | | account of an estate and any other matter related to the settlement, |
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330 | 330 | | partition, or distribution of an estate; and |
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331 | 331 | | (7) a will construction suit. |
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332 | 332 | | Sec. 31.002. MATTERS RELATED TO PROBATE PROCEEDING. (a) |
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333 | 333 | | For purposes of this code, in a county in which there is no |
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334 | 334 | | statutory probate court or county court at law exercising original |
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335 | 335 | | probate jurisdiction, a matter related to a probate proceeding |
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336 | 336 | | includes: |
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337 | 337 | | (1) an action against a personal representative or |
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338 | 338 | | former personal representative arising out of the representative's |
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339 | 339 | | performance of the duties of a personal representative; |
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340 | 340 | | (2) an action against a surety of a personal |
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341 | 341 | | representative or former personal representative; |
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342 | 342 | | (3) a claim brought by a personal representative on |
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343 | 343 | | behalf of an estate; |
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344 | 344 | | (4) an action brought against a personal |
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345 | 345 | | representative in the representative's capacity as personal |
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346 | 346 | | representative; |
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347 | 347 | | (5) an action for trial of title to real property that |
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348 | 348 | | is estate property, including the enforcement of a lien against the |
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349 | 349 | | property; and |
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350 | 350 | | (6) an action for trial of the right of property that |
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351 | 351 | | is estate property. |
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352 | 352 | | (b) For purposes of this code, in a county in which there is |
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353 | 353 | | no statutory probate court, but in which there is a county court at |
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354 | 354 | | law exercising original probate jurisdiction, a matter related to a |
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355 | 355 | | probate proceeding includes: |
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356 | 356 | | (1) all matters and actions described in Subsection |
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357 | 357 | | (a); |
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358 | 358 | | (2) the interpretation and administration of a |
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359 | 359 | | testamentary trust if the will creating the trust has been admitted |
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360 | 360 | | to probate in the court; and |
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361 | 361 | | (3) the interpretation and administration of an inter |
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362 | 362 | | vivos trust created by a decedent whose will has been admitted to |
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363 | 363 | | probate in the court. |
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364 | 364 | | (c) For purposes of this code, in a county in which there is |
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365 | 365 | | a statutory probate court, a matter related to a probate proceeding |
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366 | 366 | | includes: |
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367 | 367 | | (1) all matters and actions described in Subsections |
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368 | 368 | | (a) and (b); and |
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369 | 369 | | (2) any cause of action in which a personal |
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370 | 370 | | representative of an estate pending in the statutory probate court |
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371 | 371 | | is a party in the representative's capacity as personal |
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372 | 372 | | representative. |
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373 | 373 | | CHAPTER 32. JURISDICTION |
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374 | 374 | | Sec. 32.001. GENERAL PROBATE COURT JURISDICTION; APPEALS. |
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375 | 375 | | (a) All probate proceedings must be filed and heard in a court |
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376 | 376 | | exercising original probate jurisdiction. The court exercising |
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377 | 377 | | original probate jurisdiction also has jurisdiction of all matters |
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378 | 378 | | related to the probate proceeding as specified in Section 31.002 |
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379 | 379 | | for that type of court. |
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380 | 380 | | (b) A probate court may exercise pendent and ancillary |
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381 | 381 | | jurisdiction as necessary to promote judicial efficiency and |
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382 | 382 | | economy. |
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383 | 383 | | (c) A final order issued by a probate court is appealable to |
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384 | 384 | | the court of appeals. |
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385 | 385 | | Sec. 32.002. ORIGINAL JURISDICTION FOR PROBATE |
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386 | 386 | | PROCEEDINGS. (a) In a county in which there is no statutory |
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387 | 387 | | probate court or county court at law exercising original probate |
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388 | 388 | | jurisdiction, the county court has original jurisdiction of probate |
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389 | 389 | | proceedings. |
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390 | 390 | | (b) In a county in which there is no statutory probate |
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391 | 391 | | court, but in which there is a county court at law exercising |
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392 | 392 | | original probate jurisdiction, the county court at law exercising |
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393 | 393 | | original probate jurisdiction and the county court have concurrent |
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394 | 394 | | original jurisdiction of probate proceedings, unless otherwise |
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395 | 395 | | provided by law. The judge of a county court may hear probate |
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396 | 396 | | proceedings while sitting for the judge of any other county court. |
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397 | 397 | | (c) In a county in which there is a statutory probate court, |
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398 | 398 | | the statutory probate court has original jurisdiction of probate |
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399 | 399 | | proceedings. |
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400 | 400 | | Sec. 32.003. JURISDICTION OF CONTESTED PROBATE PROCEEDING |
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401 | 401 | | IN COUNTY WITH NO STATUTORY PROBATE COURT OR STATUTORY COUNTY |
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402 | 402 | | COURT. (a) In a county in which there is no statutory probate court |
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403 | 403 | | or county court at law exercising original probate jurisdiction, |
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404 | 404 | | when a matter in a probate proceeding is contested, the judge of the |
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405 | 405 | | county court may, on the judge's own motion, or shall, on the motion |
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406 | 406 | | of any party to the proceeding, according to the motion: |
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407 | 407 | | (1) request the assignment of a statutory probate |
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408 | 408 | | court judge to hear the contested matter, as provided by Section |
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409 | 409 | | 25.0022, Government Code; or |
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410 | 410 | | (2) transfer the contested matter to the district |
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411 | 411 | | court, which may then hear the contested matter as if originally |
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412 | 412 | | filed in the district court. |
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413 | 413 | | (b) If a party to a probate proceeding files a motion for the |
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414 | 414 | | assignment of a statutory probate court judge to hear a contested |
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415 | 415 | | matter in the proceeding before the judge of the county court |
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416 | 416 | | transfers the contested matter to a district court under this |
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417 | 417 | | section, the county judge shall grant the motion for the assignment |
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418 | 418 | | of a statutory probate court judge and may not transfer the matter |
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419 | 419 | | to the district court unless the party withdraws the motion. |
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420 | 420 | | (c) A party to a probate proceeding may file a motion for the |
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421 | 421 | | assignment of a statutory probate court judge under this section |
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422 | 422 | | before a matter in the proceeding becomes contested, and the motion |
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423 | 423 | | is given effect as a motion for assignment of a statutory probate |
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424 | 424 | | court judge under Subsection (a) if the matter later becomes |
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425 | 425 | | contested. |
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426 | 426 | | (d) Notwithstanding any other law, a transfer of a contested |
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427 | 427 | | matter in a probate proceeding to a district court under any |
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428 | 428 | | authority other than the authority provided by this section: |
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429 | 429 | | (1) is disregarded for purposes of this section; and |
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430 | 430 | | (2) does not defeat the right of a party to the |
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431 | 431 | | proceeding to have the matter assigned to a statutory probate court |
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432 | 432 | | judge in accordance with this section. |
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433 | 433 | | (e) A statutory probate court judge assigned to a contested |
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434 | 434 | | matter under this section has the jurisdiction and authority |
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435 | 435 | | granted to a statutory probate court by this subtitle. On |
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436 | 436 | | resolution of a contested matter for which a statutory probate |
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437 | 437 | | court judge is assigned under this section, including any appeal of |
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438 | 438 | | the matter, the statutory probate court judge shall return the |
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439 | 439 | | matter to the county court for further proceedings not inconsistent |
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440 | 440 | | with the orders of the statutory probate court or court of appeals, |
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441 | 441 | | as applicable. |
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442 | 442 | | (f) A district court to which a contested matter is |
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443 | 443 | | transferred under this section has the jurisdiction and authority |
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444 | 444 | | granted to a statutory probate court by this subtitle. On |
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445 | 445 | | resolution of a contested matter transferred to the district court |
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446 | 446 | | under this section, including any appeal of the matter, the |
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447 | 447 | | district court shall return the matter to the county court for |
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448 | 448 | | further proceedings not inconsistent with the orders of the |
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449 | 449 | | district court or court of appeals, as applicable. |
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450 | 450 | | (g) The county court shall continue to exercise |
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451 | 451 | | jurisdiction over the management of the estate, other than a |
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452 | 452 | | contested matter, until final disposition of the contested matter |
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453 | 453 | | is made in accordance with this section. After a contested matter |
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454 | 454 | | is transferred to a district court, any matter related to the |
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455 | 455 | | probate proceeding may be brought in the district court. The |
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456 | 456 | | district court in which a matter related to the probate proceeding |
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457 | 457 | | is filed may, on its own motion or on the motion of any party, find |
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458 | 458 | | that the matter is not a contested matter and transfer the matter to |
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459 | 459 | | the county court with jurisdiction of the management of the estate. |
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460 | 460 | | (h) If a contested matter in a probate proceeding is |
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461 | 461 | | transferred to a district court under this section, the district |
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462 | 462 | | court has jurisdiction of any contested matter in the proceeding |
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463 | 463 | | that is subsequently filed, and the county court shall transfer |
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464 | 464 | | those contested matters to the district court. If a statutory |
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465 | 465 | | probate court judge is assigned under this section to hear a |
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466 | 466 | | contested matter in a probate proceeding, the statutory probate |
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467 | 467 | | court judge shall be assigned to hear any contested matter in the |
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468 | 468 | | proceeding that is subsequently filed. |
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469 | 469 | | (i) The clerk of a district court to which a contested |
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470 | 470 | | matter in a probate proceeding is transferred under this section |
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471 | 471 | | may perform in relation to the contested matter any function a |
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472 | 472 | | county clerk may perform with respect to that type of matter. |
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473 | 473 | | Sec. 32.004. JURISDICTION OF CONTESTED PROBATE PROCEEDING |
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474 | 474 | | IN COUNTY WITH NO STATUTORY PROBATE COURT. (a) In a county in which |
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475 | 475 | | there is no statutory probate court, but in which there is a county |
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476 | 476 | | court at law exercising original probate jurisdiction, when a |
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477 | 477 | | matter in a probate proceeding is contested, the judge of the county |
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478 | 478 | | court may, on the judge's own motion, or shall, on the motion of any |
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479 | 479 | | party to the proceeding, transfer the contested matter to the |
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480 | 480 | | county court at law. In addition, the judge of the county court, on |
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481 | 481 | | the judge's own motion or on the motion of a party to the |
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482 | 482 | | proceeding, may transfer the entire proceeding to the county court |
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483 | 483 | | at law. |
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484 | 484 | | (b) A county court at law to which a proceeding is |
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485 | 485 | | transferred under this section may hear the proceeding as if |
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486 | 486 | | originally filed in that court. If only a contested matter in the |
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487 | 487 | | proceeding is transferred, on the resolution of the matter, the |
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488 | 488 | | matter shall be returned to the county court for further |
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489 | 489 | | proceedings not inconsistent with the orders of the county court at |
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490 | 490 | | law. |
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491 | 491 | | Sec. 32.005. EXCLUSIVE JURISDICTION OF PROBATE PROCEEDING |
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492 | 492 | | IN COUNTY WITH STATUTORY PROBATE COURT. (a) In a county in which |
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493 | 493 | | there is a statutory probate court, the statutory probate court has |
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494 | 494 | | exclusive jurisdiction of all probate proceedings, regardless of |
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495 | 495 | | whether contested or uncontested. A cause of action related to the |
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496 | 496 | | probate proceeding must be brought in a statutory probate court |
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497 | 497 | | unless the jurisdiction of the statutory probate court is |
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498 | 498 | | concurrent with the jurisdiction of a district court as provided by |
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499 | 499 | | Section 32.007 or with the jurisdiction of any other court. |
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500 | 500 | | (b) This section shall be construed in conjunction and in |
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501 | 501 | | harmony with Section 145 and all other sections of this title |
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502 | 502 | | relating to independent executors, but may not be construed to |
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503 | 503 | | expand the court's control over an independent executor. |
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504 | 504 | | Sec. 32.006. JURISDICTION OF STATUTORY PROBATE COURT WITH |
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505 | 505 | | RESPECT TO TRUSTS AND POWERS OF ATTORNEY. In a county in which |
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506 | 506 | | there is a statutory probate court, the statutory probate court has |
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507 | 507 | | jurisdiction of: |
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508 | 508 | | (1) an action by or against a trustee; |
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509 | 509 | | (2) an action involving an inter vivos trust, |
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510 | 510 | | testamentary trust, or charitable trust; |
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511 | 511 | | (3) an action against an agent or former agent under a |
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512 | 512 | | power of attorney arising out of the agent's performance of the |
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513 | 513 | | duties of an agent; and |
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514 | 514 | | (4) an action to determine the validity of a power of |
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515 | 515 | | attorney or to determine an agent's rights, powers, or duties under |
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516 | 516 | | a power of attorney. |
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517 | 517 | | Sec. 32.007. CONCURRENT JURISDICTION WITH DISTRICT COURT. |
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518 | 518 | | A statutory probate court has concurrent jurisdiction with the |
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519 | 519 | | district court in: |
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520 | 520 | | (1) a personal injury, survival, or wrongful death |
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521 | 521 | | action by or against a person in the person's capacity as a personal |
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522 | 522 | | representative; |
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523 | 523 | | (2) an action by or against a trustee; |
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524 | 524 | | (3) an action involving an inter vivos trust, |
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525 | 525 | | testamentary trust, or charitable trust; |
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526 | 526 | | (4) an action involving a personal representative of |
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527 | 527 | | an estate in which each other party aligned with the personal |
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528 | 528 | | representative is not an interested person in that estate; |
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529 | 529 | | (5) an action against an agent or former agent under a |
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530 | 530 | | power of attorney arising out of the agent's performance of the |
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531 | 531 | | duties of an agent; and |
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532 | 532 | | (6) an action to determine the validity of a power of |
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533 | 533 | | attorney or to determine an agent's rights, powers, or duties under |
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534 | 534 | | a power of attorney. |
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535 | 535 | | (b) Sections 4A, 4B, 4C, 4D, 4E, 4F, 4G, and 4H, Texas |
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536 | 536 | | Probate Code, as added by Section 12 of this Act, are repealed. |
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537 | 537 | | (c) Except as otherwise provided by this subsection, this |
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538 | 538 | | section takes effect January 1, 2014. The changes in law made by |
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539 | 539 | | this section take effect only if H.B. No. 2502, Acts of the 81st |
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540 | 540 | | Legislature, Regular Session, 2009, is enacted and becomes law. If |
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541 | 541 | | that bill does not become law, this section has no effect. |
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542 | 542 | | Explanation: This addition is necessary to amend provisions |
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543 | 543 | | relating to jurisdiction and venue of probate proceedings and |
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544 | 544 | | proceedings regarding powers of attorney and certain trusts and to |
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545 | 545 | | add corresponding provisions to the Estates Code if legislation |
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546 | 546 | | creating that code is enacted and becomes law. |
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547 | 547 | | (2) Senate Rule 12.03(1) is suspended to permit the |
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548 | 548 | | committee to change, alter, or amend text not in disagreement by |
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549 | 549 | | substituting the following for the effective date provision of the |
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550 | 550 | | bill: |
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551 | 551 | | SECTION 15. Except as otherwise provided by this Act, this |
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552 | 552 | | Act takes effect September 1, 2009. |
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553 | 553 | | Explanation: The change in the effective date provision is a |
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554 | 554 | | technical change made necessary by the addition of SECTION 13 to the |
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555 | 555 | | bill, as explained in Item (1) of this resolution. The changes in |
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556 | 556 | | law made by that SECTION take effect January 1, 2014, if certain |
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557 | 557 | | circumstances are met. |
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