Ademption and voluntary partition are two important concepts in Texas Probate Law that are often confused. Understanding the differences between the two concepts is crucial for those who are administering an estate or creating an estate plan. Ademption in Texas Probate Law Ademption refers to the situation where a specific gift in a will or…
TX-LW Blogs
Disputing Inheritance Rights: A Case Study in Texas Probate Law
This is a case study based on the facts of of the actual case, Rogers v. Carter, 385 S.W.2.d 563 (1964), if it were decided today. In this regard, it is a hypothetical legal analysis and not an analysis of the court’s actual holding. Introduction In this case, the dispute is over the rights to…
Recovering Taxes Paid for Another Party
If you pay tax for another party, can you recover the payment if the tax is not owed? The answer is generally “no,” as you cannot sue the Federal government unless it consents and it only consents in limited circumstances. One such consent is the ability to sue for a refund. The rules that allow……
Illegal Sales and Possession of Property in Texas Probate: A Real-Life Example
Probate is the legal process of distributing a deceased person’s assets to their beneficiaries. It can be a confusing and stressful time for beneficiaries, especially if the executor of the estate is not communicating or acting in their best interest. This blog post will explore a case study of a beneficiary seeking assets from their…
Unprobated IRAs: A Texas Probate Law Case Study
When a loved one passes away, it can be a difficult and overwhelming time for surviving family members. One of the tasks that often needs to be addressed is the distribution of the decedent’s assets. In Texas, if a person dies with a will, the will must be probated in order for the assets to…
Texas Probate Law for Single Mothers
Losing a parent is never easy, but when you are a single mother, the stress and responsibilities can seem overwhelming. If you find yourself in this situation and you are living in your parents’ home, it is essential to understand the probate process and how it may affect you. In this blog post, we will…
A Case Study on Contesting a Will in Texas
Probate law can be complex and confusing, especially when it comes to issues of inheritance and validity of wills. This case study focuses on a specific situation in Texas probate law, where an individual believes that a will filed after his grandfather’s death is invalid and that the grandfather’s real siblings should be entitled to…
Default Judgements on Inherited Property: A Case Study
Probate law can be a confusing and overwhelming process for those who have recently inherited property. In Texas, probate law governs the distribution of a deceased person’s assets, including real property. When an individual dies, their assets must pass through probate before they can be distributed to the heirs or beneficiaries. In this blog post,…
Using Accounting Records in Tax Court
Whether one likes it or not, the federal government is their business partner. The tax code is often compared to a partnership agreement that sets out the share of the income that belongs to the federal government. Continuing the analogy, the records the business keeps are the support for making the allocation between the taxpayer……