1 | 1 | | By: Hartnett (Senate Sponsor - Harris) H.B. No. 2899 |
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2 | 2 | | (In the Senate - Received from the House May 6, 2011; |
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3 | 3 | | May 9, 2011, read first time and referred to Committee on |
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4 | 4 | | Jurisprudence; May 19, 2011, reported favorably by the following |
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5 | 5 | | vote: Yeas 5, Nays 0; May 19, 2011, sent to printer.) |
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6 | 6 | | |
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7 | 7 | | |
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8 | 8 | | A BILL TO BE ENTITLED |
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9 | 9 | | AN ACT |
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10 | 10 | | relating to decedents' estates. |
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11 | 11 | | BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS: |
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12 | 12 | | ARTICLE 1. AMENDMENTS TO TEXAS PROBATE CODE |
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13 | 13 | | SECTION 1.01. Section 34A, Texas Probate Code, is amended |
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14 | 14 | | to read as follows: |
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15 | 15 | | Sec. 34A. ATTORNEYS AD LITEM. (a) Except as provided by |
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16 | 16 | | Section 53(c) of this code, the judge of a probate court may appoint |
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17 | 17 | | an attorney ad litem in any probate proceeding to represent the |
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18 | 18 | | interests of: |
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19 | 19 | | (1) a person having a legal disability; |
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20 | 20 | | (2) [,] a nonresident; |
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21 | 21 | | (3) [,] an unborn or unascertained person; |
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22 | 22 | | (4) [, or] an unknown or missing heir; or |
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23 | 23 | | (5) an unknown or missing person entitled to property |
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24 | 24 | | deposited in an account in the court's registry under Section |
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25 | 25 | | 408(b) of this code [in any probate proceeding]. |
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26 | 26 | | (b) Subject to Subsection (c) of this section, an [Each] |
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27 | 27 | | attorney ad litem appointed under this section is entitled to |
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28 | 28 | | reasonable compensation for services in the amount set by the |
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29 | 29 | | court. The court shall: |
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30 | 30 | | (1) tax the compensation [and to be taxed] as costs in |
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31 | 31 | | the probate proceeding; or |
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32 | 32 | | (2) for an attorney ad litem appointed to represent |
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33 | 33 | | the interests of an unknown or missing person described by |
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34 | 34 | | Subsection (a)(5) of this section, order that the compensation be |
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35 | 35 | | paid from money in the account described by that subdivision. |
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36 | 36 | | (c) The court order appointing an attorney ad litem to |
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37 | 37 | | represent the interests of an unknown or missing person described |
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38 | 38 | | by Subsection (a)(5) of this section must require the attorney ad |
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39 | 39 | | litem to conduct a search for the person. Compensation paid under |
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40 | 40 | | Subsection (b) of this section to the attorney ad litem may not |
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41 | 41 | | exceed 10 percent of the amount on deposit in the account described |
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42 | 42 | | by Subsection (a)(5) of this section on the date: |
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43 | 43 | | (1) the attorney ad litem reports to the court the |
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44 | 44 | | location of the previously unknown or missing person; or |
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45 | 45 | | (2) the money in the account is paid to the comptroller |
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46 | 46 | | as provided by Section 427 of this code. |
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47 | 47 | | SECTION 1.02. Section 48, Texas Probate Code, is amended by |
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48 | 48 | | adding Subsection (d) to read as follows: |
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49 | 49 | | (d) Notwithstanding Section 16.051, Civil Practice and |
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50 | 50 | | Remedies Code, a proceeding to declare heirship of a decedent may be |
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51 | 51 | | brought at any time after the decedent's death. |
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52 | 52 | | SECTION 1.03. Section 49(a), Texas Probate Code, is amended |
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53 | 53 | | to read as follows: |
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54 | 54 | | (a) Such proceedings may be instituted and maintained in any |
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55 | 55 | | of the instances enumerated above by the qualified personal |
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56 | 56 | | representative of the estate of such decedent, by any person or |
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57 | 57 | | persons claiming to be a secured or unsecured creditor or the owner |
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58 | 58 | | of the whole or a part of the estate of such decedent, or by the |
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59 | 59 | | guardian of the estate of a ward, if the proceedings are instituted |
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60 | 60 | | and maintained in the probate court in which the proceedings for the |
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61 | 61 | | guardianship of the estate were pending at the time of the death of |
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62 | 62 | | the ward. In such a case an application shall be filed in a proper |
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63 | 63 | | court stating the following information: |
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64 | 64 | | (1) the name of the decedent and the time and place of |
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65 | 65 | | death; |
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66 | 66 | | (2) the names and residences of the decedent's heirs, |
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67 | 67 | | the relationship of each heir to the decedent, and the true interest |
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68 | 68 | | of the applicant and each of the heirs in the estate of the |
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69 | 69 | | decedent; |
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70 | 70 | | (3) all the material facts and circumstances within |
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71 | 71 | | the knowledge and information of the applicant that might |
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72 | 72 | | reasonably tend to show the time or place of death or the names or |
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73 | 73 | | residences of all heirs, if the time or place of death or the names |
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74 | 74 | | or residences of all the heirs are not definitely known to the |
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75 | 75 | | applicant; |
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76 | 76 | | (4) a statement that all children born to or adopted by |
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77 | 77 | | the decedent have been listed; |
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78 | 78 | | (5) a statement that each marriage of the decedent has |
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79 | 79 | | been listed with the date of the marriage, the name of the spouse, |
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80 | 80 | | and if the marriage was terminated, the date and place of |
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81 | 81 | | termination, and other facts to show whether a spouse has had an |
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82 | 82 | | interest in the property of the decedent; |
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83 | 83 | | (6) whether the decedent died testate and if so, what |
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84 | 84 | | disposition has been made of the will; |
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85 | 85 | | (7) a general description of all the real and personal |
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86 | 86 | | property belonging to the estate of the decedent; and |
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87 | 87 | | (8) an explanation for the omission of any of the |
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88 | 88 | | foregoing information that is omitted from the application. |
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89 | 89 | | SECTION 1.04. Sections 53C(a) and (b), Texas Probate Code, |
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90 | 90 | | are amended to read as follows: |
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91 | 91 | | (a) This section applies in a proceeding to declare heirship |
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92 | 92 | | of a decedent only with respect to an individual who[: |
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93 | 93 | | [(1) petitions the court for a determination of right |
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94 | 94 | | of inheritance as authorized by Section 42(b) of this code; and |
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95 | 95 | | [(2)] claims to be a biological child of the |
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96 | 96 | | decedent[, but with respect to whom a parent-child relationship |
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97 | 97 | | with the decedent was not established as provided by Section |
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98 | 98 | | 160.201, Family Code,] or [who] claims inheritance through a |
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99 | 99 | | biological child of the decedent[, if a parent-child relationship |
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100 | 100 | | between the individual through whom the inheritance is claimed and |
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101 | 101 | | the decedent was not established as provided by Section 160.201, |
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102 | 102 | | Family Code]. |
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103 | 103 | | (b) The presumption under Section 160.505, Family Code, |
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104 | 104 | | that applies in establishing a parent-child relationship also |
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105 | 105 | | applies in determining heirship in the probate court using the |
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106 | 106 | | results of genetic testing ordered with respect to an individual |
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107 | 107 | | described by Subsection (a) of this section, and the presumption |
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108 | 108 | | may be rebutted in the same manner provided by Section 160.505, |
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109 | 109 | | Family Code. [Unless the results of genetic testing of another |
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110 | 110 | | individual who is an heir of the decedent are admitted as rebuttal |
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111 | 111 | | evidence, the court shall find that the individual described by |
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112 | 112 | | Subsection (a) of this section is an heir of the decedent if the |
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113 | 113 | | results of genetic testing ordered under Section 53A of this |
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114 | 114 | | chapter identify a tested individual who is an heir of the decedent |
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115 | 115 | | as the ancestor of the individual described by Subsection (a) of |
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116 | 116 | | this section.] |
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117 | 117 | | SECTION 1.05. Section 77, Texas Probate Code, is amended to |
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118 | 118 | | read as follows: |
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119 | 119 | | Sec. 77. ORDER OF PERSONS QUALIFIED TO SERVE. Letters |
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120 | 120 | | testamentary or of administration shall be granted to persons who |
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121 | 121 | | are qualified to act, in the following order: |
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122 | 122 | | (a) To the person named as executor in the will of the |
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123 | 123 | | deceased. |
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124 | 124 | | (b) To the surviving husband or wife. |
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125 | 125 | | (c) To the principal devisee or legatee of the testator. |
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126 | 126 | | (d) To any devisee or legatee of the testator. |
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127 | 127 | | (e) To the next of kin of the deceased, the nearest in order |
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128 | 128 | | of descent first, and so on, and next of kin includes a person and |
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129 | 129 | | his descendants who legally adopted the deceased or who have been |
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130 | 130 | | legally adopted by the deceased. |
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131 | 131 | | (f) To a creditor of the deceased. |
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132 | 132 | | (g) To any person of good character residing in the county |
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133 | 133 | | who applies therefor. |
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134 | 134 | | (h) To any other person not disqualified under the following |
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135 | 135 | | section [Section]. When persons [applicants] are equally entitled, |
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136 | 136 | | letters shall be granted to the person [applicant] who, in the |
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137 | 137 | | judgment of the court, is most likely to administer the estate |
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138 | 138 | | advantageously, or letters [they] may be granted to [any] two or |
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139 | 139 | | more of those persons [such applicants]. |
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140 | 140 | | SECTION 1.06. Section 83(a), Texas Probate Code, is amended |
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141 | 141 | | to read as follows: |
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142 | 142 | | (a) Where Original Application Has Not Been Heard. If, after |
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143 | 143 | | an application for the probate of a will or for the appointment of a |
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144 | 144 | | general personal representative has been filed, and before such |
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145 | 145 | | application has been heard, an application for the probate of a will |
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146 | 146 | | of the decedent, not theretofore presented for probate, is filed, |
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147 | 147 | | the court shall hear both applications together and determine what |
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148 | 148 | | instrument, if any, should be admitted to probate, or whether the |
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149 | 149 | | decedent died intestate. The court may not sever or bifurcate the |
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150 | 150 | | proceeding on the applications. |
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151 | 151 | | SECTION 1.07. Section 149C, Texas Probate Code, is amended |
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152 | 152 | | by amending Subsection (a) and adding Subsections (a-1) and (a-2) |
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153 | 153 | | to read as follows: |
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154 | 154 | | (a) The [county] court, [as that term is defined by Section |
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155 | 155 | | 3 of this code,] on its own motion or on motion of any interested |
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156 | 156 | | person, after the independent executor has been cited by personal |
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157 | 157 | | service to answer at a time and place fixed in the notice, may |
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158 | 158 | | remove an independent executor when: |
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159 | 159 | | (1) the independent executor fails to return within |
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160 | 160 | | ninety days after qualification, unless such time is extended by |
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161 | 161 | | order of the court, an inventory of the property of the estate and |
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162 | 162 | | list of claims that have come to the independent executor's |
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163 | 163 | | knowledge; |
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164 | 164 | | (2) sufficient grounds appear to support belief that |
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165 | 165 | | the independent executor has misapplied or embezzled, or that the |
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166 | 166 | | independent executor is about to misapply or embezzle, all or any |
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167 | 167 | | part of the property committed to the independent executor's care; |
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168 | 168 | | (3) the independent executor fails to make an |
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169 | 169 | | accounting which is required by law to be made; |
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170 | 170 | | (4) the independent executor fails to timely file the |
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171 | 171 | | affidavit or certificate required by Section 128A of this code; |
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172 | 172 | | (5) the independent executor is proved to have been |
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173 | 173 | | guilty of gross misconduct or gross mismanagement in the |
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174 | 174 | | performance of the independent executor's duties; or |
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175 | 175 | | (6) the independent executor becomes an incapacitated |
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176 | 176 | | person, or is sentenced to the penitentiary, or from any other cause |
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177 | 177 | | becomes incapable of [legally incapacitated from] properly |
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178 | 178 | | performing the independent executor's fiduciary duties. |
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179 | 179 | | (a-1) The court, on its own motion or on the motion of any |
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180 | 180 | | interested person, and after the independent executor has been |
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181 | 181 | | cited by certified mail, return receipt requested, to answer at a |
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182 | 182 | | time and place stated in the citation, may remove an independent |
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183 | 183 | | executor who is appointed under the provisions of this code if the |
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184 | 184 | | independent executor: |
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185 | 185 | | (1) subject to Subsection (a-2)(1) of this section, |
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186 | 186 | | fails to qualify in the manner and period required by law; |
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187 | 187 | | (2) subject to Subsection (a-2)(2) of this section, |
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188 | 188 | | fails to return not later than the 90th day after the date the |
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189 | 189 | | independent executor qualifies an inventory of the estate property |
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190 | 190 | | and a list of claims that have come to the independent executor's |
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191 | 191 | | knowledge, unless the period is extended by court order; |
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192 | 192 | | (3) cannot be served with notices or other processes |
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193 | 193 | | because the: |
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194 | 194 | | (A) independent executor's location is unknown; |
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195 | 195 | | (B) independent executor is eluding service; or |
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196 | 196 | | (C) independent executor is a nonresident of this |
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197 | 197 | | state who does not have a resident agent to accept service of |
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198 | 198 | | process in a probate proceeding or other action relating to the |
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199 | 199 | | estate; or |
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200 | 200 | | (4) subject to Subsection (a-2)(3) of this section, |
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201 | 201 | | has misapplied, embezzled, or removed from the state, or is about to |
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202 | 202 | | misapply, embezzle, or remove from the state, all or any part of the |
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203 | 203 | | property committed to the independent executor's care. |
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204 | 204 | | (a-2) The court may remove an independent executor: |
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205 | 205 | | (1) under Subsection (a-1)(1) of this section only if |
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206 | 206 | | the independent executor fails to qualify on or before the 30th day |
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207 | 207 | | after the date the court sends a notice by certified mail, return |
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208 | 208 | | receipt requested, to the independent executor's last known address |
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209 | 209 | | and to the last known address of the independent executor's |
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210 | 210 | | attorney, notifying the independent executor and attorney of the |
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211 | 211 | | court's intent to remove the independent executor for failure to |
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212 | 212 | | qualify in the manner and period required by law; |
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213 | 213 | | (2) under Subsection (a-1)(2) of this section only if |
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214 | 214 | | the independent executor fails to file an inventory and list of |
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215 | 215 | | claims as required by law on or before the 30th day after the date |
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216 | 216 | | the court sends a notice by certified mail, return receipt |
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217 | 217 | | requested, to the independent executor's last known address and to |
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218 | 218 | | the last known address of the independent executor's attorney, |
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219 | 219 | | notifying the independent executor and attorney of the court's |
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220 | 220 | | intent to remove the independent executor for failure to file the |
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221 | 221 | | inventory and list of claims; and |
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222 | 222 | | (3) under Subsection (a-1)(4) of this section only on |
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223 | 223 | | presentation of clear and convincing evidence given under oath of |
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224 | 224 | | the misapplication, embezzlement, or removal from this state of |
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225 | 225 | | property as described by that subdivision. |
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226 | 226 | | SECTION 1.08. Part 1, Chapter VIII, Texas Probate Code, is |
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227 | 227 | | amended by adding Section 254 to read as follows: |
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228 | 228 | | Sec. 254. PENALTY FOR FAILURE TO TIMELY FILE INVENTORY, |
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229 | 229 | | APPRAISEMENT, AND LIST OF CLAIMS. (a) This section applies only to |
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230 | 230 | | a personal representative, including an independent executor or |
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231 | 231 | | administrator, who does not file an inventory, appraisement, and |
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232 | 232 | | list of claims within the period prescribed by Section 250 of this |
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233 | 233 | | code or any extension granted by the court. |
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234 | 234 | | (b) Any person interested in the estate on written |
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235 | 235 | | complaint, or the court on the court's own motion, may have a |
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236 | 236 | | personal representative to whom this section applies cited to file |
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237 | 237 | | the inventory, appraisement, and list of claims and show cause for |
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238 | 238 | | the failure to timely file. |
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239 | 239 | | (c) If the personal representative does not file the |
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240 | 240 | | inventory, appraisement, and list of claims after being cited or |
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241 | 241 | | does not show good cause for the failure to timely file, the court |
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242 | 242 | | on hearing may fine the representative in an amount not to exceed |
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243 | 243 | | $1,000. |
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244 | 244 | | (d) The personal representative and the representative's |
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245 | 245 | | sureties, if any, are liable for any fine imposed under this section |
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246 | 246 | | and for all damages and costs sustained by the representative's |
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247 | 247 | | failure. The fine, damages, and costs may be recovered in any court |
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248 | 248 | | of competent jurisdiction. |
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249 | 249 | | SECTION 1.09. Section 407, Texas Probate Code, is amended |
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250 | 250 | | to read as follows: |
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251 | 251 | | Sec. 407. CITATION AND NOTICE UPON PRESENTATION OF ACCOUNT |
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252 | 252 | | FOR FINAL SETTLEMENT. Upon the filing of an account for final |
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253 | 253 | | settlement by temporary or permanent personal representatives of |
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254 | 254 | | the estates of decedents, citation shall contain a statement that |
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255 | 255 | | such final account has been filed, the time and place when it will |
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256 | 256 | | be considered by the court, and a statement requiring the person or |
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257 | 257 | | persons cited to appear and contest the same if they see proper. |
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258 | 258 | | Such citation shall be issued by the county clerk to the persons and |
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259 | 259 | | in the manner set out below. |
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260 | 260 | | 1. Citation [In case of the estates of deceased |
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261 | 261 | | persons, notice] shall be given [by the personal representative] to |
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262 | 262 | | each heir or beneficiary of the decedent by certified mail, return |
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263 | 263 | | receipt requested, unless another method of service [type of |
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264 | 264 | | notice] is directed by the court by written order. The citation |
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265 | 265 | | [notice] must include a copy of the account for final settlement. |
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266 | 266 | | 2. If the court deems further additional notice |
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267 | 267 | | necessary, it shall require the same by written order. In its |
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268 | 268 | | discretion, the court may allow the waiver of citation [notice] of |
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269 | 269 | | an account for final settlement in a proceeding concerning a |
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270 | 270 | | decedent's estate. |
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271 | 271 | | SECTION 1.10. Sections 408(b), (c), and (d), Texas Probate |
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272 | 272 | | Code, are amended to read as follows: |
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273 | 273 | | (b) Distribution of Remaining Property. Upon final |
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274 | 274 | | settlement of an estate, if there be any of such estate remaining in |
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275 | 275 | | the hands of the personal representative, the court shall order |
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276 | 276 | | that a partition and distribution be made among the persons |
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277 | 277 | | entitled to receive such estate. The court shall order the |
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278 | 278 | | representative to deposit in an account in the court's registry any |
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279 | 279 | | remaining estate property that is money and to which a person who is |
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280 | 280 | | unknown or missing is entitled. In addition, the court shall order |
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281 | 281 | | the representative to sell, on terms the court determines are best, |
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282 | 282 | | remaining estate property that is not money and to which a person |
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283 | 283 | | who is unknown or missing is entitled. The court shall order the |
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284 | 284 | | representative to deposit the sale proceeds in an account in the |
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285 | 285 | | court's registry. The court shall hold money deposited in an |
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286 | 286 | | account under this subsection until the court renders: |
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287 | 287 | | (1) an order requiring money in the account to be paid |
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288 | 288 | | to the previously unknown or missing person who is entitled to the |
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289 | 289 | | money; or |
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290 | 290 | | (2) another order regarding the disposition of the |
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291 | 291 | | money. |
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292 | 292 | | (c) Discharge of Representative When No Property Remains. |
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293 | 293 | | If, upon such settlement, there be none of the estate remaining in |
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294 | 294 | | the hands of the representative, the representative [he] shall be |
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295 | 295 | | discharged from the representative's [his] trust and the estate |
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296 | 296 | | ordered closed. |
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297 | 297 | | (d) Discharge When Estate Fully Administered. Whenever the |
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298 | 298 | | representative of an estate has fully administered the same in |
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299 | 299 | | accordance with this code [Code] and the orders of the court, and |
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300 | 300 | | the representative's [his] final account has been approved, and the |
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301 | 301 | | representative [he] has delivered all of said estate remaining in |
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302 | 302 | | the representative's [his] hands to the person or persons entitled |
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303 | 303 | | to receive the same, it shall be the duty of the court to enter an |
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304 | 304 | | order discharging such representative from the representative's |
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305 | 305 | | [his] trust, and declaring the estate closed. |
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306 | 306 | | SECTION 1.11. Section 427, Texas Probate Code, is amended |
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307 | 307 | | to read as follows: |
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308 | 308 | | Sec. 427. WHEN ESTATES TO BE PAID INTO STATE TREASURY. If |
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309 | 309 | | any person entitled to a portion of an estate, except a resident |
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310 | 310 | | minor without a guardian, does [shall] not demand the person's |
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311 | 311 | | [his] portion, including any portion deposited in an account in the |
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312 | 312 | | court's registry under Section 408(b) of this code, from the |
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313 | 313 | | executor or administrator within six months after an order of court |
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314 | 314 | | approving the report of commissioners of partition, or within six |
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315 | 315 | | months after the settlement of the final account of an executor or |
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316 | 316 | | administrator, as the case may be, the court by written order shall |
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317 | 317 | | require the executor or administrator to pay so much of said portion |
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318 | 318 | | as is in money to the comptroller; and such portion as is in other |
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319 | 319 | | property the court [he] shall order the executor or administrator |
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320 | 320 | | to sell on such terms as the court thinks best, and, when the |
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321 | 321 | | proceeds of such sale are collected, the court shall order the same |
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322 | 322 | | to be paid to the comptroller, in all such cases allowing the |
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323 | 323 | | executor or administrator reasonable compensation for the |
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324 | 324 | | executor's or administrator's [his] services. A suit to recover |
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325 | 325 | | proceeds of the sale is governed by Section 433 of this code [Code]. |
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326 | 326 | | SECTION 1.12. Sections 29 and 53C(c), Texas Probate Code, |
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327 | 327 | | are repealed. |
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328 | 328 | | SECTION 1.13. (a) Except as otherwise provided by this |
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329 | 329 | | section, the changes in law made by this article apply to the estate |
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330 | 330 | | of a decedent that is pending or commenced on or after September 1, |
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331 | 331 | | 2011, regardless of the date of the decedent's death. |
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332 | 332 | | (b) The changes in law made by this article to Section |
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333 | 333 | | 49(a), Texas Probate Code, apply only to an application for |
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334 | 334 | | determination of heirship filed on or after September 1, 2011. An |
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335 | 335 | | application for determination of heirship filed before that date is |
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336 | 336 | | governed by the law in effect on the date the application was filed, |
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337 | 337 | | and the former law is continued in effect for that purpose. |
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338 | 338 | | (c) The changes in law made by this article to Section 77, |
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339 | 339 | | Texas Probate Code, apply only to an application for the grant of |
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340 | 340 | | letters testamentary or of administration of a decedent's estate |
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341 | 341 | | filed on or after September 1, 2011. An application for the grant |
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342 | 342 | | of letters testamentary or of administration of a decedent's estate |
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343 | 343 | | filed before that date is governed by the law in effect on the date |
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344 | 344 | | the application was filed, and the former law is continued in effect |
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345 | 345 | | for that purpose. |
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346 | 346 | | (d) The changes in law made by this article to Section |
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347 | 347 | | 83(a), Texas Probate Code, apply only to an application for the |
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348 | 348 | | probate of a will or administration of the estate of a decedent that |
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349 | 349 | | is pending or filed on or after September 1, 2011. |
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350 | 350 | | (e) The changes in law made by this article to Sections |
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351 | 351 | | 53C(a) and (b), Texas Probate Code, apply only to a proceeding to |
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352 | 352 | | declare heirship commenced on or after September 1, 2011. A |
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353 | 353 | | proceeding to declare heirship commenced before that date is |
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354 | 354 | | governed by the law in effect on the date the proceeding was |
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355 | 355 | | commenced, and the former law is continued in effect for that |
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356 | 356 | | purpose. |
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357 | 357 | | ARTICLE 2. AMENDMENTS TO ESTATES CODE |
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358 | 358 | | SECTION 2.01. Section 53.104, Estates Code, as effective |
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359 | 359 | | January 1, 2014, is amended to read as follows: |
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360 | 360 | | Sec. 53.104. APPOINTMENT OF ATTORNEYS AD LITEM. (a) Except |
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361 | 361 | | as provided by Section 202.009(b), the judge of a probate court may |
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362 | 362 | | appoint an attorney ad litem in any probate proceeding to represent |
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363 | 363 | | the interests of: |
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364 | 364 | | (1) a person who has a legal disability; |
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365 | 365 | | (2) a nonresident; |
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366 | 366 | | (3) an unborn or unascertained person; [or] |
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367 | 367 | | (4) an unknown or missing heir; or |
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368 | 368 | | (5) an unknown or missing person entitled to property |
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369 | 369 | | deposited in an account in the court's registry under Section |
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370 | 370 | | 362.011(b). |
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371 | 371 | | (b) Subject to Subsection (c), an [An] attorney ad litem |
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372 | 372 | | appointed under this section is entitled to reasonable compensation |
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373 | 373 | | for services provided in the amount set by the court. The court |
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374 | 374 | | shall: |
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375 | 375 | | (1) tax the compensation[, to be taxed] as costs in the |
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376 | 376 | | probate proceeding; or |
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377 | 377 | | (2) for an attorney ad litem appointed to represent |
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378 | 378 | | the interests of an unknown or missing person described by |
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379 | 379 | | Subsection (a)(5), order that the compensation be paid from money |
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380 | 380 | | in the account described by that subdivision. |
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381 | 381 | | (c) The court order appointing an attorney ad litem to |
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382 | 382 | | represent the interests of an unknown or missing person described |
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383 | 383 | | by Subsection (a)(5) must require the attorney ad litem to conduct a |
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384 | 384 | | search for the person. Compensation paid under Subsection (b) to |
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385 | 385 | | the attorney ad litem may not exceed 10 percent of the amount on |
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386 | 386 | | deposit in the account described by Subsection (a)(5) on the date: |
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387 | 387 | | (1) the attorney ad litem reports to the court the |
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388 | 388 | | location of the previously unknown or missing person; or |
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389 | 389 | | (2) the money in the account is paid to the comptroller |
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390 | 390 | | as provided by Section 551.001. |
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391 | 391 | | SECTION 2.02. Subchapter A, Chapter 202, Estates Code, as |
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392 | 392 | | effective January 1, 2014, is amended by adding Section 202.0025 to |
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393 | 393 | | read as follows: |
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394 | 394 | | Sec. 202.0025. ACTION BROUGHT AFTER DECEDENT'S DEATH. |
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395 | 395 | | Notwithstanding Section 16.051, Civil Practice and Remedies Code, a |
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396 | 396 | | proceeding to declare heirship of a decedent may be brought at any |
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397 | 397 | | time after the decedent's death. |
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398 | 398 | | SECTION 2.03. Section 202.004, Estates Code, as effective |
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399 | 399 | | January 1, 2014, is amended to read as follows: |
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400 | 400 | | Sec. 202.004. PERSONS WHO MAY COMMENCE PROCEEDING TO |
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401 | 401 | | DECLARE HEIRSHIP. A proceeding to declare heirship of a decedent |
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402 | 402 | | may be commenced and maintained under a circumstance specified by |
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403 | 403 | | Section 202.002 by: |
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404 | 404 | | (1) the personal representative of the decedent's |
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405 | 405 | | estate; |
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406 | 406 | | (2) a person claiming to be a secured or unsecured |
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407 | 407 | | creditor or the owner of all or part of the decedent's estate; or |
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408 | 408 | | (3) if the decedent was a ward with respect to whom a |
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409 | 409 | | guardian of the estate had been appointed, the guardian of the |
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410 | 410 | | estate, provided that the proceeding is commenced and maintained in |
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411 | 411 | | the probate court in which the proceedings for the guardianship of |
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412 | 412 | | the estate were pending at the time of the decedent's death. |
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413 | 413 | | SECTION 2.04. Sections 204.151 and 204.152, Estates Code, |
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414 | 414 | | as effective January 1, 2014, are amended to read as follows: |
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415 | 415 | | Sec. 204.151. APPLICABILITY OF SUBCHAPTER. This subchapter |
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416 | 416 | | applies in a proceeding to declare heirship of a decedent only with |
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417 | 417 | | respect to an individual who[: |
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418 | 418 | | [(1) petitions the court for a determination of right |
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419 | 419 | | of inheritance as authorized by Section 201.052(c); and |
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420 | 420 | | [(2)] claims[: |
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421 | 421 | | [(A)] to be a biological child of the decedent or |
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422 | 422 | | claims[, but with respect to whom a parent-child relationship with |
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423 | 423 | | the decedent was not established as provided by Section 160.201, |
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424 | 424 | | Family Code; or |
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425 | 425 | | [(B)] to inherit through a biological child of |
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426 | 426 | | the decedent[, if a parent-child relationship between the |
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427 | 427 | | individual through whom the inheritance is claimed and the decedent |
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428 | 428 | | was not established as provided by Section 160.201, Family Code]. |
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429 | 429 | | Sec. 204.152. PRESUMPTION; [REQUIRED FINDINGS IN ABSENCE |
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430 | 430 | | OF] REBUTTAL [EVIDENCE]. The presumption under Section 160.505, |
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431 | 431 | | Family Code, that applies in establishing a parent-child |
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432 | 432 | | relationship also applies in determining heirship in the probate |
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433 | 433 | | court using the results of genetic testing ordered with respect to |
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434 | 434 | | an individual described by Section 204.151, and the presumption may |
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435 | 435 | | be rebutted in the same manner provided by Section 160.505, Family |
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436 | 436 | | Code. [Unless the results of genetic testing of another individual |
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437 | 437 | | who is an heir of the decedent who is the subject of a proceeding to |
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438 | 438 | | declare heirship to which this subchapter applies are admitted as |
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439 | 439 | | rebuttal evidence, the court shall find that the individual |
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440 | 440 | | described by Section 204.151: |
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441 | 441 | | [(1) is an heir of the decedent, if the results of |
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442 | 442 | | genetic testing ordered under Subchapter B identify a tested |
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443 | 443 | | individual who is an heir of the decedent as the ancestor of the |
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444 | 444 | | individual described by Section 204.151; or |
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445 | 445 | | [(2) is not an heir of the decedent, if the results of |
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446 | 446 | | genetic testing ordered under Subchapter B exclude a tested |
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447 | 447 | | individual who is an heir of the decedent as the ancestor of the |
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448 | 448 | | individual described by Section 204.151.] |
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449 | 449 | | SECTION 2.05. Section 256.101, Estates Code, as effective |
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450 | 450 | | January 1, 2014, is amended to read as follows: |
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451 | 451 | | Sec. 256.101. PROCEDURE ON FILING OF SECOND APPLICATION |
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452 | 452 | | WHEN ORIGINAL APPLICATION HAS NOT BEEN HEARD. (a) If, after an |
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453 | 453 | | application for the probate of a decedent's will or the appointment |
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454 | 454 | | of a personal representative for the decedent's estate has been |
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455 | 455 | | filed but before the application is heard, an application is filed |
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456 | 456 | | for the probate of a will of the same decedent that has not |
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457 | 457 | | previously been presented for probate, the court shall: |
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458 | 458 | | (1) hear both applications together; and |
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459 | 459 | | (2) determine: |
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460 | 460 | | (A) if both applications are for the probate of a |
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461 | 461 | | will, which will should be admitted to probate, if either, or |
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462 | 462 | | whether the decedent died intestate; or |
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463 | 463 | | (B) if only one application is for the probate of |
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464 | 464 | | a will, whether the will should be admitted to probate or whether |
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465 | 465 | | the decedent died intestate. |
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466 | 466 | | (b) The court may not sever or bifurcate the proceeding on |
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467 | 467 | | the applications described in Subsection (a). |
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468 | 468 | | SECTION 2.06. Section 304.001(c), Estates Code, as |
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469 | 469 | | effective January 1, 2014, is amended to read as follows: |
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470 | 470 | | (c) If persons [applicants for letters testamentary or of |
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471 | 471 | | administration] are equally entitled to letters testamentary or of |
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472 | 472 | | administration [the letters], the court: |
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473 | 473 | | (1) shall grant the letters to the person [applicant] |
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474 | 474 | | who, in the judgment of the court, is most likely to administer the |
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475 | 475 | | estate advantageously; or |
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476 | 476 | | (2) may grant the letters to two or more of those |
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477 | 477 | | persons [applicants]. |
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478 | 478 | | SECTION 2.07. Subchapter B, Chapter 309, Estates Code, as |
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479 | 479 | | effective January 1, 2014, is amended by adding Section 309.056 to |
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480 | 480 | | read as follows: |
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481 | 481 | | Sec. 309.056. PENALTY FOR FAILURE TO TIMELY FILE INVENTORY, |
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482 | 482 | | APPRAISEMENT, AND LIST OF CLAIMS. (a) This section applies only to |
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483 | 483 | | a personal representative, including an independent executor or |
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484 | 484 | | administrator, who does not file an inventory, appraisement, and |
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485 | 485 | | list of claims within the period prescribed by Section 309.051 or |
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486 | 486 | | any extension granted by the court. |
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487 | 487 | | (b) Any person interested in the estate on written |
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488 | 488 | | complaint, or the court on the court's own motion, may have a |
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489 | 489 | | personal representative to whom this section applies cited to file |
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490 | 490 | | the inventory, appraisement, and list of claims and show cause for |
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491 | 491 | | the failure to timely file. |
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492 | 492 | | (c) If the personal representative does not file the |
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493 | 493 | | inventory, appraisement, and list of claims after being cited or |
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494 | 494 | | does not show good cause for the failure to timely file, the court |
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495 | 495 | | on hearing may fine the representative in an amount not to exceed |
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496 | 496 | | $1,000. |
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497 | 497 | | (d) The personal representative and the representative's |
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498 | 498 | | sureties, if any, are liable for any fine imposed under this section |
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499 | 499 | | and for all damages and costs sustained by the representative's |
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500 | 500 | | failure. The fine, damages, and costs may be recovered in any court |
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501 | 501 | | of competent jurisdiction. |
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502 | 502 | | SECTION 2.08. Section 362.005, Estates Code, as effective |
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503 | 503 | | January 1, 2014, is amended to read as follows: |
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504 | 504 | | Sec. 362.005. CITATION AND NOTICE ON PRESENTATION OF |
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505 | 505 | | ACCOUNT. (a) On the presentation of an account for final settlement |
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506 | 506 | | by a temporary or permanent personal representative, the county |
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507 | 507 | | clerk shall issue citation to the persons and in the manner provided |
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508 | 508 | | by Subsection (b) [Subsections (c) and (d)]. |
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509 | 509 | | (b) Citation issued under Subsection (a) must: |
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510 | 510 | | (1) contain: |
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511 | 511 | | (A) [(1)] a statement that an account for final |
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512 | 512 | | settlement has been presented; |
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513 | 513 | | (B) [(2)] the time and place the court will |
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514 | 514 | | consider the account; [and] |
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515 | 515 | | (C) [(3)] a statement requiring the person cited |
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516 | 516 | | to appear and contest the account, if the person wishes to contest |
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517 | 517 | | the account; and |
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518 | 518 | | (D) a copy of the account for final settlement; |
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519 | 519 | | and |
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520 | 520 | | (2) be given[. |
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521 | 521 | | [(c) The personal representative shall give notice] to each |
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522 | 522 | | heir or beneficiary of the decedent by certified mail, return |
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523 | 523 | | receipt requested, unless the court by written order directs |
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524 | 524 | | another method of service [type of notice] to be given[. The notice |
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525 | 525 | | must include a copy of the account for final settlement]. |
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526 | 526 | | (c) [(d)] The court by written order shall require |
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527 | 527 | | additional notice if the court considers the additional notice |
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528 | 528 | | necessary. |
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529 | 529 | | (d) [(e)] The court may allow the waiver of citation |
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530 | 530 | | [notice] of an account for final settlement in a proceeding |
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531 | 531 | | concerning a decedent's estate. |
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532 | 532 | | SECTION 2.09. Section 362.011, Estates Code, as effective |
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533 | 533 | | January 1, 2014, is amended to read as follows: |
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534 | 534 | | Sec. 362.011. PARTITION AND DISTRIBUTION OF ESTATE; DEPOSIT |
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535 | 535 | | IN COURT'S REGISTRY. (a) If, on final settlement of an estate, any |
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536 | 536 | | of the estate remains in the personal representative's possession, |
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537 | 537 | | the court shall order that a partition and distribution be made |
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538 | 538 | | among the persons entitled to receive that part of the estate. |
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539 | 539 | | (b) The court shall order the personal representative to |
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540 | 540 | | deposit in an account in the court's registry any remaining estate |
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541 | 541 | | property that is money and to which a person who is unknown or |
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542 | 542 | | missing is entitled. In addition, the court shall order the |
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543 | 543 | | representative to sell, on terms the court determines are best, |
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544 | 544 | | remaining estate property that is not money and to which a person |
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545 | 545 | | who is unknown or missing is entitled. The court shall order the |
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546 | 546 | | representative to deposit the sale proceeds in an account in the |
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547 | 547 | | court's registry. The court shall hold money deposited in an |
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548 | 548 | | account under this subsection until the court renders: |
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549 | 549 | | (1) an order requiring money in the account to be paid |
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550 | 550 | | to the previously unknown or missing person who is entitled to the |
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551 | 551 | | money; or |
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552 | 552 | | (2) another order regarding the disposition of the |
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553 | 553 | | money. |
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554 | 554 | | SECTION 2.10. Section 551.001(a), Estates Code, as |
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555 | 555 | | effective January 1, 2014, is amended to read as follows: |
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556 | 556 | | (a) The court, by written order, shall require the executor |
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557 | 557 | | or administrator of an estate to pay to the comptroller as provided |
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558 | 558 | | by this subchapter the share of that estate of a person entitled to |
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559 | 559 | | that share who does not demand the share, including any portion |
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560 | 560 | | deposited in an account in the court's registry under Section |
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561 | 561 | | 362.011(b), from the executor or administrator within six months |
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562 | 562 | | after the date of, as applicable: |
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563 | 563 | | (1) a court order approving the report of the |
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564 | 564 | | commissioners of partition made under Section 360.154; or |
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565 | 565 | | (2) the settlement of the final account of the |
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566 | 566 | | executor or administrator. |
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567 | 567 | | SECTION 2.11. The following are repealed: |
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568 | 568 | | (1) the changes in law made by Article 1 of this Act to |
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569 | 569 | | Sections 34A, 49(a), 53C(a) and (b), 77, 83(a), 407, 408(b), (c), |
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570 | 570 | | and (d), and 427, Texas Probate Code; |
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571 | 571 | | (2) Sections 48(d) and 254, Texas Probate Code, as |
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572 | 572 | | added by Article 1 of this Act; and |
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573 | 573 | | (3) Section 351.002, Estates Code, as effective |
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574 | 574 | | January 1, 2014. |
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575 | 575 | | SECTION 2.12. This article takes effect January 1, 2014. |
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576 | 576 | | ARTICLE 3. GENERAL EFFECTIVE DATE |
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577 | 577 | | SECTION 3.01. Except as otherwise provided by this Act, |
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578 | 578 | | this Act takes effect September 1, 2011. |
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579 | 579 | | * * * * * |
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