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11 By: Hartnett (Senate Sponsor - Harris) H.B. No. 2899
22 (In the Senate - Received from the House May 6, 2011;
33 May 9, 2011, read first time and referred to Committee on
44 Jurisprudence; May 19, 2011, reported favorably by the following
55 vote: Yeas 5, Nays 0; May 19, 2011, sent to printer.)
66
77
88 A BILL TO BE ENTITLED
99 AN ACT
1010 relating to decedents' estates.
1111 BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS:
1212 ARTICLE 1. AMENDMENTS TO TEXAS PROBATE CODE
1313 SECTION 1.01. Section 34A, Texas Probate Code, is amended
1414 to read as follows:
1515 Sec. 34A. ATTORNEYS AD LITEM. (a) Except as provided by
1616 Section 53(c) of this code, the judge of a probate court may appoint
1717 an attorney ad litem in any probate proceeding to represent the
1818 interests of:
1919 (1) a person having a legal disability;
2020 (2) [,] a nonresident;
2121 (3) [,] an unborn or unascertained person;
2222 (4) [, or] an unknown or missing heir; or
2323 (5) an unknown or missing person entitled to property
2424 deposited in an account in the court's registry under Section
2525 408(b) of this code [in any probate proceeding].
2626 (b) Subject to Subsection (c) of this section, an [Each]
2727 attorney ad litem appointed under this section is entitled to
2828 reasonable compensation for services in the amount set by the
2929 court. The court shall:
3030 (1) tax the compensation [and to be taxed] as costs in
3131 the probate proceeding; or
3232 (2) for an attorney ad litem appointed to represent
3333 the interests of an unknown or missing person described by
3434 Subsection (a)(5) of this section, order that the compensation be
3535 paid from money in the account described by that subdivision.
3636 (c) The court order appointing an attorney ad litem to
3737 represent the interests of an unknown or missing person described
3838 by Subsection (a)(5) of this section must require the attorney ad
3939 litem to conduct a search for the person. Compensation paid under
4040 Subsection (b) of this section to the attorney ad litem may not
4141 exceed 10 percent of the amount on deposit in the account described
4242 by Subsection (a)(5) of this section on the date:
4343 (1) the attorney ad litem reports to the court the
4444 location of the previously unknown or missing person; or
4545 (2) the money in the account is paid to the comptroller
4646 as provided by Section 427 of this code.
4747 SECTION 1.02. Section 48, Texas Probate Code, is amended by
4848 adding Subsection (d) to read as follows:
4949 (d) Notwithstanding Section 16.051, Civil Practice and
5050 Remedies Code, a proceeding to declare heirship of a decedent may be
5151 brought at any time after the decedent's death.
5252 SECTION 1.03. Section 49(a), Texas Probate Code, is amended
5353 to read as follows:
5454 (a) Such proceedings may be instituted and maintained in any
5555 of the instances enumerated above by the qualified personal
5656 representative of the estate of such decedent, by any person or
5757 persons claiming to be a secured or unsecured creditor or the owner
5858 of the whole or a part of the estate of such decedent, or by the
5959 guardian of the estate of a ward, if the proceedings are instituted
6060 and maintained in the probate court in which the proceedings for the
6161 guardianship of the estate were pending at the time of the death of
6262 the ward. In such a case an application shall be filed in a proper
6363 court stating the following information:
6464 (1) the name of the decedent and the time and place of
6565 death;
6666 (2) the names and residences of the decedent's heirs,
6767 the relationship of each heir to the decedent, and the true interest
6868 of the applicant and each of the heirs in the estate of the
6969 decedent;
7070 (3) all the material facts and circumstances within
7171 the knowledge and information of the applicant that might
7272 reasonably tend to show the time or place of death or the names or
7373 residences of all heirs, if the time or place of death or the names
7474 or residences of all the heirs are not definitely known to the
7575 applicant;
7676 (4) a statement that all children born to or adopted by
7777 the decedent have been listed;
7878 (5) a statement that each marriage of the decedent has
7979 been listed with the date of the marriage, the name of the spouse,
8080 and if the marriage was terminated, the date and place of
8181 termination, and other facts to show whether a spouse has had an
8282 interest in the property of the decedent;
8383 (6) whether the decedent died testate and if so, what
8484 disposition has been made of the will;
8585 (7) a general description of all the real and personal
8686 property belonging to the estate of the decedent; and
8787 (8) an explanation for the omission of any of the
8888 foregoing information that is omitted from the application.
8989 SECTION 1.04. Sections 53C(a) and (b), Texas Probate Code,
9090 are amended to read as follows:
9191 (a) This section applies in a proceeding to declare heirship
9292 of a decedent only with respect to an individual who[:
9393 [(1) petitions the court for a determination of right
9494 of inheritance as authorized by Section 42(b) of this code; and
9595 [(2)] claims to be a biological child of the
9696 decedent[, but with respect to whom a parent-child relationship
9797 with the decedent was not established as provided by Section
9898 160.201, Family Code,] or [who] claims inheritance through a
9999 biological child of the decedent[, if a parent-child relationship
100100 between the individual through whom the inheritance is claimed and
101101 the decedent was not established as provided by Section 160.201,
102102 Family Code].
103103 (b) The presumption under Section 160.505, Family Code,
104104 that applies in establishing a parent-child relationship also
105105 applies in determining heirship in the probate court using the
106106 results of genetic testing ordered with respect to an individual
107107 described by Subsection (a) of this section, and the presumption
108108 may be rebutted in the same manner provided by Section 160.505,
109109 Family Code. [Unless the results of genetic testing of another
110110 individual who is an heir of the decedent are admitted as rebuttal
111111 evidence, the court shall find that the individual described by
112112 Subsection (a) of this section is an heir of the decedent if the
113113 results of genetic testing ordered under Section 53A of this
114114 chapter identify a tested individual who is an heir of the decedent
115115 as the ancestor of the individual described by Subsection (a) of
116116 this section.]
117117 SECTION 1.05. Section 77, Texas Probate Code, is amended to
118118 read as follows:
119119 Sec. 77. ORDER OF PERSONS QUALIFIED TO SERVE. Letters
120120 testamentary or of administration shall be granted to persons who
121121 are qualified to act, in the following order:
122122 (a) To the person named as executor in the will of the
123123 deceased.
124124 (b) To the surviving husband or wife.
125125 (c) To the principal devisee or legatee of the testator.
126126 (d) To any devisee or legatee of the testator.
127127 (e) To the next of kin of the deceased, the nearest in order
128128 of descent first, and so on, and next of kin includes a person and
129129 his descendants who legally adopted the deceased or who have been
130130 legally adopted by the deceased.
131131 (f) To a creditor of the deceased.
132132 (g) To any person of good character residing in the county
133133 who applies therefor.
134134 (h) To any other person not disqualified under the following
135135 section [Section]. When persons [applicants] are equally entitled,
136136 letters shall be granted to the person [applicant] who, in the
137137 judgment of the court, is most likely to administer the estate
138138 advantageously, or letters [they] may be granted to [any] two or
139139 more of those persons [such applicants].
140140 SECTION 1.06. Section 83(a), Texas Probate Code, is amended
141141 to read as follows:
142142 (a) Where Original Application Has Not Been Heard. If, after
143143 an application for the probate of a will or for the appointment of a
144144 general personal representative has been filed, and before such
145145 application has been heard, an application for the probate of a will
146146 of the decedent, not theretofore presented for probate, is filed,
147147 the court shall hear both applications together and determine what
148148 instrument, if any, should be admitted to probate, or whether the
149149 decedent died intestate. The court may not sever or bifurcate the
150150 proceeding on the applications.
151151 SECTION 1.07. Section 149C, Texas Probate Code, is amended
152152 by amending Subsection (a) and adding Subsections (a-1) and (a-2)
153153 to read as follows:
154154 (a) The [county] court, [as that term is defined by Section
155155 3 of this code,] on its own motion or on motion of any interested
156156 person, after the independent executor has been cited by personal
157157 service to answer at a time and place fixed in the notice, may
158158 remove an independent executor when:
159159 (1) the independent executor fails to return within
160160 ninety days after qualification, unless such time is extended by
161161 order of the court, an inventory of the property of the estate and
162162 list of claims that have come to the independent executor's
163163 knowledge;
164164 (2) sufficient grounds appear to support belief that
165165 the independent executor has misapplied or embezzled, or that the
166166 independent executor is about to misapply or embezzle, all or any
167167 part of the property committed to the independent executor's care;
168168 (3) the independent executor fails to make an
169169 accounting which is required by law to be made;
170170 (4) the independent executor fails to timely file the
171171 affidavit or certificate required by Section 128A of this code;
172172 (5) the independent executor is proved to have been
173173 guilty of gross misconduct or gross mismanagement in the
174174 performance of the independent executor's duties; or
175175 (6) the independent executor becomes an incapacitated
176176 person, or is sentenced to the penitentiary, or from any other cause
177177 becomes incapable of [legally incapacitated from] properly
178178 performing the independent executor's fiduciary duties.
179179 (a-1) The court, on its own motion or on the motion of any
180180 interested person, and after the independent executor has been
181181 cited by certified mail, return receipt requested, to answer at a
182182 time and place stated in the citation, may remove an independent
183183 executor who is appointed under the provisions of this code if the
184184 independent executor:
185185 (1) subject to Subsection (a-2)(1) of this section,
186186 fails to qualify in the manner and period required by law;
187187 (2) subject to Subsection (a-2)(2) of this section,
188188 fails to return not later than the 90th day after the date the
189189 independent executor qualifies an inventory of the estate property
190190 and a list of claims that have come to the independent executor's
191191 knowledge, unless the period is extended by court order;
192192 (3) cannot be served with notices or other processes
193193 because the:
194194 (A) independent executor's location is unknown;
195195 (B) independent executor is eluding service; or
196196 (C) independent executor is a nonresident of this
197197 state who does not have a resident agent to accept service of
198198 process in a probate proceeding or other action relating to the
199199 estate; or
200200 (4) subject to Subsection (a-2)(3) of this section,
201201 has misapplied, embezzled, or removed from the state, or is about to
202202 misapply, embezzle, or remove from the state, all or any part of the
203203 property committed to the independent executor's care.
204204 (a-2) The court may remove an independent executor:
205205 (1) under Subsection (a-1)(1) of this section only if
206206 the independent executor fails to qualify on or before the 30th day
207207 after the date the court sends a notice by certified mail, return
208208 receipt requested, to the independent executor's last known address
209209 and to the last known address of the independent executor's
210210 attorney, notifying the independent executor and attorney of the
211211 court's intent to remove the independent executor for failure to
212212 qualify in the manner and period required by law;
213213 (2) under Subsection (a-1)(2) of this section only if
214214 the independent executor fails to file an inventory and list of
215215 claims as required by law on or before the 30th day after the date
216216 the court sends a notice by certified mail, return receipt
217217 requested, to the independent executor's last known address and to
218218 the last known address of the independent executor's attorney,
219219 notifying the independent executor and attorney of the court's
220220 intent to remove the independent executor for failure to file the
221221 inventory and list of claims; and
222222 (3) under Subsection (a-1)(4) of this section only on
223223 presentation of clear and convincing evidence given under oath of
224224 the misapplication, embezzlement, or removal from this state of
225225 property as described by that subdivision.
226226 SECTION 1.08. Part 1, Chapter VIII, Texas Probate Code, is
227227 amended by adding Section 254 to read as follows:
228228 Sec. 254. PENALTY FOR FAILURE TO TIMELY FILE INVENTORY,
229229 APPRAISEMENT, AND LIST OF CLAIMS. (a) This section applies only to
230230 a personal representative, including an independent executor or
231231 administrator, who does not file an inventory, appraisement, and
232232 list of claims within the period prescribed by Section 250 of this
233233 code or any extension granted by the court.
234234 (b) Any person interested in the estate on written
235235 complaint, or the court on the court's own motion, may have a
236236 personal representative to whom this section applies cited to file
237237 the inventory, appraisement, and list of claims and show cause for
238238 the failure to timely file.
239239 (c) If the personal representative does not file the
240240 inventory, appraisement, and list of claims after being cited or
241241 does not show good cause for the failure to timely file, the court
242242 on hearing may fine the representative in an amount not to exceed
243243 $1,000.
244244 (d) The personal representative and the representative's
245245 sureties, if any, are liable for any fine imposed under this section
246246 and for all damages and costs sustained by the representative's
247247 failure. The fine, damages, and costs may be recovered in any court
248248 of competent jurisdiction.
249249 SECTION 1.09. Section 407, Texas Probate Code, is amended
250250 to read as follows:
251251 Sec. 407. CITATION AND NOTICE UPON PRESENTATION OF ACCOUNT
252252 FOR FINAL SETTLEMENT. Upon the filing of an account for final
253253 settlement by temporary or permanent personal representatives of
254254 the estates of decedents, citation shall contain a statement that
255255 such final account has been filed, the time and place when it will
256256 be considered by the court, and a statement requiring the person or
257257 persons cited to appear and contest the same if they see proper.
258258 Such citation shall be issued by the county clerk to the persons and
259259 in the manner set out below.
260260 1. Citation [In case of the estates of deceased
261261 persons, notice] shall be given [by the personal representative] to
262262 each heir or beneficiary of the decedent by certified mail, return
263263 receipt requested, unless another method of service [type of
264264 notice] is directed by the court by written order. The citation
265265 [notice] must include a copy of the account for final settlement.
266266 2. If the court deems further additional notice
267267 necessary, it shall require the same by written order. In its
268268 discretion, the court may allow the waiver of citation [notice] of
269269 an account for final settlement in a proceeding concerning a
270270 decedent's estate.
271271 SECTION 1.10. Sections 408(b), (c), and (d), Texas Probate
272272 Code, are amended to read as follows:
273273 (b) Distribution of Remaining Property. Upon final
274274 settlement of an estate, if there be any of such estate remaining in
275275 the hands of the personal representative, the court shall order
276276 that a partition and distribution be made among the persons
277277 entitled to receive such estate. The court shall order the
278278 representative to deposit in an account in the court's registry any
279279 remaining estate property that is money and to which a person who is
280280 unknown or missing is entitled. In addition, the court shall order
281281 the representative to sell, on terms the court determines are best,
282282 remaining estate property that is not money and to which a person
283283 who is unknown or missing is entitled. The court shall order the
284284 representative to deposit the sale proceeds in an account in the
285285 court's registry. The court shall hold money deposited in an
286286 account under this subsection until the court renders:
287287 (1) an order requiring money in the account to be paid
288288 to the previously unknown or missing person who is entitled to the
289289 money; or
290290 (2) another order regarding the disposition of the
291291 money.
292292 (c) Discharge of Representative When No Property Remains.
293293 If, upon such settlement, there be none of the estate remaining in
294294 the hands of the representative, the representative [he] shall be
295295 discharged from the representative's [his] trust and the estate
296296 ordered closed.
297297 (d) Discharge When Estate Fully Administered. Whenever the
298298 representative of an estate has fully administered the same in
299299 accordance with this code [Code] and the orders of the court, and
300300 the representative's [his] final account has been approved, and the
301301 representative [he] has delivered all of said estate remaining in
302302 the representative's [his] hands to the person or persons entitled
303303 to receive the same, it shall be the duty of the court to enter an
304304 order discharging such representative from the representative's
305305 [his] trust, and declaring the estate closed.
306306 SECTION 1.11. Section 427, Texas Probate Code, is amended
307307 to read as follows:
308308 Sec. 427. WHEN ESTATES TO BE PAID INTO STATE TREASURY. If
309309 any person entitled to a portion of an estate, except a resident
310310 minor without a guardian, does [shall] not demand the person's
311311 [his] portion, including any portion deposited in an account in the
312312 court's registry under Section 408(b) of this code, from the
313313 executor or administrator within six months after an order of court
314314 approving the report of commissioners of partition, or within six
315315 months after the settlement of the final account of an executor or
316316 administrator, as the case may be, the court by written order shall
317317 require the executor or administrator to pay so much of said portion
318318 as is in money to the comptroller; and such portion as is in other
319319 property the court [he] shall order the executor or administrator
320320 to sell on such terms as the court thinks best, and, when the
321321 proceeds of such sale are collected, the court shall order the same
322322 to be paid to the comptroller, in all such cases allowing the
323323 executor or administrator reasonable compensation for the
324324 executor's or administrator's [his] services. A suit to recover
325325 proceeds of the sale is governed by Section 433 of this code [Code].
326326 SECTION 1.12. Sections 29 and 53C(c), Texas Probate Code,
327327 are repealed.
328328 SECTION 1.13. (a) Except as otherwise provided by this
329329 section, the changes in law made by this article apply to the estate
330330 of a decedent that is pending or commenced on or after September 1,
331331 2011, regardless of the date of the decedent's death.
332332 (b) The changes in law made by this article to Section
333333 49(a), Texas Probate Code, apply only to an application for
334334 determination of heirship filed on or after September 1, 2011. An
335335 application for determination of heirship filed before that date is
336336 governed by the law in effect on the date the application was filed,
337337 and the former law is continued in effect for that purpose.
338338 (c) The changes in law made by this article to Section 77,
339339 Texas Probate Code, apply only to an application for the grant of
340340 letters testamentary or of administration of a decedent's estate
341341 filed on or after September 1, 2011. An application for the grant
342342 of letters testamentary or of administration of a decedent's estate
343343 filed before that date is governed by the law in effect on the date
344344 the application was filed, and the former law is continued in effect
345345 for that purpose.
346346 (d) The changes in law made by this article to Section
347347 83(a), Texas Probate Code, apply only to an application for the
348348 probate of a will or administration of the estate of a decedent that
349349 is pending or filed on or after September 1, 2011.
350350 (e) The changes in law made by this article to Sections
351351 53C(a) and (b), Texas Probate Code, apply only to a proceeding to
352352 declare heirship commenced on or after September 1, 2011. A
353353 proceeding to declare heirship commenced before that date is
354354 governed by the law in effect on the date the proceeding was
355355 commenced, and the former law is continued in effect for that
356356 purpose.
357357 ARTICLE 2. AMENDMENTS TO ESTATES CODE
358358 SECTION 2.01. Section 53.104, Estates Code, as effective
359359 January 1, 2014, is amended to read as follows:
360360 Sec. 53.104. APPOINTMENT OF ATTORNEYS AD LITEM. (a) Except
361361 as provided by Section 202.009(b), the judge of a probate court may
362362 appoint an attorney ad litem in any probate proceeding to represent
363363 the interests of:
364364 (1) a person who has a legal disability;
365365 (2) a nonresident;
366366 (3) an unborn or unascertained person; [or]
367367 (4) an unknown or missing heir; or
368368 (5) an unknown or missing person entitled to property
369369 deposited in an account in the court's registry under Section
370370 362.011(b).
371371 (b) Subject to Subsection (c), an [An] attorney ad litem
372372 appointed under this section is entitled to reasonable compensation
373373 for services provided in the amount set by the court. The court
374374 shall:
375375 (1) tax the compensation[, to be taxed] as costs in the
376376 probate proceeding; or
377377 (2) for an attorney ad litem appointed to represent
378378 the interests of an unknown or missing person described by
379379 Subsection (a)(5), order that the compensation be paid from money
380380 in the account described by that subdivision.
381381 (c) The court order appointing an attorney ad litem to
382382 represent the interests of an unknown or missing person described
383383 by Subsection (a)(5) must require the attorney ad litem to conduct a
384384 search for the person. Compensation paid under Subsection (b) to
385385 the attorney ad litem may not exceed 10 percent of the amount on
386386 deposit in the account described by Subsection (a)(5) on the date:
387387 (1) the attorney ad litem reports to the court the
388388 location of the previously unknown or missing person; or
389389 (2) the money in the account is paid to the comptroller
390390 as provided by Section 551.001.
391391 SECTION 2.02. Subchapter A, Chapter 202, Estates Code, as
392392 effective January 1, 2014, is amended by adding Section 202.0025 to
393393 read as follows:
394394 Sec. 202.0025. ACTION BROUGHT AFTER DECEDENT'S DEATH.
395395 Notwithstanding Section 16.051, Civil Practice and Remedies Code, a
396396 proceeding to declare heirship of a decedent may be brought at any
397397 time after the decedent's death.
398398 SECTION 2.03. Section 202.004, Estates Code, as effective
399399 January 1, 2014, is amended to read as follows:
400400 Sec. 202.004. PERSONS WHO MAY COMMENCE PROCEEDING TO
401401 DECLARE HEIRSHIP. A proceeding to declare heirship of a decedent
402402 may be commenced and maintained under a circumstance specified by
403403 Section 202.002 by:
404404 (1) the personal representative of the decedent's
405405 estate;
406406 (2) a person claiming to be a secured or unsecured
407407 creditor or the owner of all or part of the decedent's estate; or
408408 (3) if the decedent was a ward with respect to whom a
409409 guardian of the estate had been appointed, the guardian of the
410410 estate, provided that the proceeding is commenced and maintained in
411411 the probate court in which the proceedings for the guardianship of
412412 the estate were pending at the time of the decedent's death.
413413 SECTION 2.04. Sections 204.151 and 204.152, Estates Code,
414414 as effective January 1, 2014, are amended to read as follows:
415415 Sec. 204.151. APPLICABILITY OF SUBCHAPTER. This subchapter
416416 applies in a proceeding to declare heirship of a decedent only with
417417 respect to an individual who[:
418418 [(1) petitions the court for a determination of right
419419 of inheritance as authorized by Section 201.052(c); and
420420 [(2)] claims[:
421421 [(A)] to be a biological child of the decedent or
422422 claims[, but with respect to whom a parent-child relationship with
423423 the decedent was not established as provided by Section 160.201,
424424 Family Code; or
425425 [(B)] to inherit through a biological child of
426426 the decedent[, if a parent-child relationship between the
427427 individual through whom the inheritance is claimed and the decedent
428428 was not established as provided by Section 160.201, Family Code].
429429 Sec. 204.152. PRESUMPTION; [REQUIRED FINDINGS IN ABSENCE
430430 OF] REBUTTAL [EVIDENCE]. The presumption under Section 160.505,
431431 Family Code, that applies in establishing a parent-child
432432 relationship also applies in determining heirship in the probate
433433 court using the results of genetic testing ordered with respect to
434434 an individual described by Section 204.151, and the presumption may
435435 be rebutted in the same manner provided by Section 160.505, Family
436436 Code. [Unless the results of genetic testing of another individual
437437 who is an heir of the decedent who is the subject of a proceeding to
438438 declare heirship to which this subchapter applies are admitted as
439439 rebuttal evidence, the court shall find that the individual
440440 described by Section 204.151:
441441 [(1) is an heir of the decedent, if the results of
442442 genetic testing ordered under Subchapter B identify a tested
443443 individual who is an heir of the decedent as the ancestor of the
444444 individual described by Section 204.151; or
445445 [(2) is not an heir of the decedent, if the results of
446446 genetic testing ordered under Subchapter B exclude a tested
447447 individual who is an heir of the decedent as the ancestor of the
448448 individual described by Section 204.151.]
449449 SECTION 2.05. Section 256.101, Estates Code, as effective
450450 January 1, 2014, is amended to read as follows:
451451 Sec. 256.101. PROCEDURE ON FILING OF SECOND APPLICATION
452452 WHEN ORIGINAL APPLICATION HAS NOT BEEN HEARD. (a) If, after an
453453 application for the probate of a decedent's will or the appointment
454454 of a personal representative for the decedent's estate has been
455455 filed but before the application is heard, an application is filed
456456 for the probate of a will of the same decedent that has not
457457 previously been presented for probate, the court shall:
458458 (1) hear both applications together; and
459459 (2) determine:
460460 (A) if both applications are for the probate of a
461461 will, which will should be admitted to probate, if either, or
462462 whether the decedent died intestate; or
463463 (B) if only one application is for the probate of
464464 a will, whether the will should be admitted to probate or whether
465465 the decedent died intestate.
466466 (b) The court may not sever or bifurcate the proceeding on
467467 the applications described in Subsection (a).
468468 SECTION 2.06. Section 304.001(c), Estates Code, as
469469 effective January 1, 2014, is amended to read as follows:
470470 (c) If persons [applicants for letters testamentary or of
471471 administration] are equally entitled to letters testamentary or of
472472 administration [the letters], the court:
473473 (1) shall grant the letters to the person [applicant]
474474 who, in the judgment of the court, is most likely to administer the
475475 estate advantageously; or
476476 (2) may grant the letters to two or more of those
477477 persons [applicants].
478478 SECTION 2.07. Subchapter B, Chapter 309, Estates Code, as
479479 effective January 1, 2014, is amended by adding Section 309.056 to
480480 read as follows:
481481 Sec. 309.056. PENALTY FOR FAILURE TO TIMELY FILE INVENTORY,
482482 APPRAISEMENT, AND LIST OF CLAIMS. (a) This section applies only to
483483 a personal representative, including an independent executor or
484484 administrator, who does not file an inventory, appraisement, and
485485 list of claims within the period prescribed by Section 309.051 or
486486 any extension granted by the court.
487487 (b) Any person interested in the estate on written
488488 complaint, or the court on the court's own motion, may have a
489489 personal representative to whom this section applies cited to file
490490 the inventory, appraisement, and list of claims and show cause for
491491 the failure to timely file.
492492 (c) If the personal representative does not file the
493493 inventory, appraisement, and list of claims after being cited or
494494 does not show good cause for the failure to timely file, the court
495495 on hearing may fine the representative in an amount not to exceed
496496 $1,000.
497497 (d) The personal representative and the representative's
498498 sureties, if any, are liable for any fine imposed under this section
499499 and for all damages and costs sustained by the representative's
500500 failure. The fine, damages, and costs may be recovered in any court
501501 of competent jurisdiction.
502502 SECTION 2.08. Section 362.005, Estates Code, as effective
503503 January 1, 2014, is amended to read as follows:
504504 Sec. 362.005. CITATION AND NOTICE ON PRESENTATION OF
505505 ACCOUNT. (a) On the presentation of an account for final settlement
506506 by a temporary or permanent personal representative, the county
507507 clerk shall issue citation to the persons and in the manner provided
508508 by Subsection (b) [Subsections (c) and (d)].
509509 (b) Citation issued under Subsection (a) must:
510510 (1) contain:
511511 (A) [(1)] a statement that an account for final
512512 settlement has been presented;
513513 (B) [(2)] the time and place the court will
514514 consider the account; [and]
515515 (C) [(3)] a statement requiring the person cited
516516 to appear and contest the account, if the person wishes to contest
517517 the account; and
518518 (D) a copy of the account for final settlement;
519519 and
520520 (2) be given[.
521521 [(c) The personal representative shall give notice] to each
522522 heir or beneficiary of the decedent by certified mail, return
523523 receipt requested, unless the court by written order directs
524524 another method of service [type of notice] to be given[. The notice
525525 must include a copy of the account for final settlement].
526526 (c) [(d)] The court by written order shall require
527527 additional notice if the court considers the additional notice
528528 necessary.
529529 (d) [(e)] The court may allow the waiver of citation
530530 [notice] of an account for final settlement in a proceeding
531531 concerning a decedent's estate.
532532 SECTION 2.09. Section 362.011, Estates Code, as effective
533533 January 1, 2014, is amended to read as follows:
534534 Sec. 362.011. PARTITION AND DISTRIBUTION OF ESTATE; DEPOSIT
535535 IN COURT'S REGISTRY. (a) If, on final settlement of an estate, any
536536 of the estate remains in the personal representative's possession,
537537 the court shall order that a partition and distribution be made
538538 among the persons entitled to receive that part of the estate.
539539 (b) The court shall order the personal representative to
540540 deposit in an account in the court's registry any remaining estate
541541 property that is money and to which a person who is unknown or
542542 missing is entitled. In addition, the court shall order the
543543 representative to sell, on terms the court determines are best,
544544 remaining estate property that is not money and to which a person
545545 who is unknown or missing is entitled. The court shall order the
546546 representative to deposit the sale proceeds in an account in the
547547 court's registry. The court shall hold money deposited in an
548548 account under this subsection until the court renders:
549549 (1) an order requiring money in the account to be paid
550550 to the previously unknown or missing person who is entitled to the
551551 money; or
552552 (2) another order regarding the disposition of the
553553 money.
554554 SECTION 2.10. Section 551.001(a), Estates Code, as
555555 effective January 1, 2014, is amended to read as follows:
556556 (a) The court, by written order, shall require the executor
557557 or administrator of an estate to pay to the comptroller as provided
558558 by this subchapter the share of that estate of a person entitled to
559559 that share who does not demand the share, including any portion
560560 deposited in an account in the court's registry under Section
561561 362.011(b), from the executor or administrator within six months
562562 after the date of, as applicable:
563563 (1) a court order approving the report of the
564564 commissioners of partition made under Section 360.154; or
565565 (2) the settlement of the final account of the
566566 executor or administrator.
567567 SECTION 2.11. The following are repealed:
568568 (1) the changes in law made by Article 1 of this Act to
569569 Sections 34A, 49(a), 53C(a) and (b), 77, 83(a), 407, 408(b), (c),
570570 and (d), and 427, Texas Probate Code;
571571 (2) Sections 48(d) and 254, Texas Probate Code, as
572572 added by Article 1 of this Act; and
573573 (3) Section 351.002, Estates Code, as effective
574574 January 1, 2014.
575575 SECTION 2.12. This article takes effect January 1, 2014.
576576 ARTICLE 3. GENERAL EFFECTIVE DATE
577577 SECTION 3.01. Except as otherwise provided by this Act,
578578 this Act takes effect September 1, 2011.
579579 * * * * *