Filing Inventory in Texas Within 90 days after qualification, the personal representative must file with the Court a sworn inventory, appraisement and list of claims (“Inventory”) of the estate. The Inventory must include all estate real property located in Texas and all estate personal property regardless of where the property is located. And it must…
Tag: probate administration
Independent Administration in Texas
What is an independent administration? An independent administration is a non-court administration. After a person has applied for letters testamentary and been qualified as independent executor by the court, the executor files an inventory of the estate’s assets and their appraised value, and a list of claims of the estate. Thereafter, the executor administers the estate…
Letters Testamentary in Texas
About Letters Testamentary in Texas After a person passes away and leaves behind property to be administered, one of the first steps is for a personal representative to apply to the probate court for letters testamentary or letters of administration. Why Letters are Needed Letters testamentary or letters of administration give the personal representative the…
What is a Family Settlement Agreement?
About Family Settlement Agreements in Texas Family settlement agreements are used to resolve probate litigation without trial. They can help avoid litigation costs and uncertainty associated with trial. Family settlement agreements can be used to resolve a number of probate disputes, such as will contests, will construction suits, claims and trust modifications, etc. They can…
Probate and Accessing a Safe Deposit Box in Texas
In our last article, we wrote about how to probate an estate for a missing person and prior to that we wrote about lost wills. In response to these articles, one of our readers asked several questions about safe deposit boxes in Texas. This is another topic worthy of consideration. Texas’ estate laws address safe deposit…
What Happens if You Lose an Original Will?
We live in a digital world–well, most of our important documents do. Even today there are some documents that have to be kept in paper form. A will is an example. This begs the question, what happens when you lose your original will? Or what happens if you cannot locate the original will for a…
Executor Not Required to Post Bond Absent Complaint
Texas law allows for an informal probate process. This gives the executor a considerable amount of leeway to administer the probate estate. But as highlighted in the recent In Re Cassar, No. 14-17-00825-CV (Ct. App.–Houston 2018) case, there are instances when the probate court will order the executor to post a bond to ensure that…
Texas Probate Attorney Ad Litem Fee is Not Negotiable
Texas Probate Attorney Ad Litem Fee is Not Negotiable Probate courts in Texas appoint attorneys to represent the unknown heirs. The attorneys fee is paid out of the probate assets. In Estate of Erwin, No. 07-16-00130-CV (Tex. App.–Amarillo 2018), the court addressed whether the beneficiaries and the attorney ad litem can negotiate or agree on…
Obtaining Clear Title When Will Not Probated
Obtaining Clear Title When Will Not Probated How do you get clear title to real estate when the owner died with a will, but the will was never admitted to probate? The court addressed this in Ramirez v. Galvan, No. 03-17-00101-CV (Tex. App.–Austin 2018). Facts and Procedural History Mrs. Ramirez was diagnosed with terminal cancer.…