Contact Us

If you have a question about Texas inheritance laws, contact us.Click here to go to the contact form if you want to contact us about an inheritance dispute.

YOUR PRIVACY.

YOUR PRIVACY IS IMPORTANT TO US.

We take your privacy very seriously. We are keenly aware of the trust you place in us and our responsibility to protect your privacy. We treat all information provided to us with care and discretion.

Visit Our Blog

Visit our blog to get up to the minute inheritance information Click this icon to visit our blog. We post new cases and other information dealing with inheritance disputes on our blog.

Use the Search Box

Looking for specific topics and not seeing them? Use the search box at the very top to find what you are looking for.

Examples might be "community property" or "Divorce" or "Intestate."

Robert Ray is Board Certified


Board Certified, Personal Injury Trial Law — Texas Board of Legal Specialization.

Our principal office is in Tyler, Texas.

Tell Us How to Improve

Our Site Should Have More About:
 

Who's Online

We have 5 guests online
Learn About Texas Inheritance Laws - Community Property and Separate Property
Learn about Joint Accounts and Inheritance

Joint Accounts and InheritanceJoint accounts are accounts, usually with a financial institution, where more than one person has rights to the account.  Deciding what those rights are is a problem often faced in contested probate cases. Are they survivorship accounts where the survivor gets all of the account and the money does not got through a will or probate? Are they non-survivorship accounts where the money does not go to the survivor but passes through the will and through probate?

Accounts with community property owned by both spouses are treated differently than accounts between non-spouses (See below.)

The courts look at the documents creating the account and the words used to determine the type of account involved.  Often, the financial institution will use a pre-printed form that has boxes to check.  The card will be filled out correctly but no box will be checked!  Or two conflicting boxes will be checked!  Since all accounts are presumed to be non-survivorship accounts, the burden of proof is on the person claiming that the account is a survivorship account to prove that it is.  If the boxes on the signature card are not checked, too many boxes are checked or as one jury found, checked later by someone not the owner of the account, then the account is not a survivor account.  The account would pass through the owner's will or through his estate. However, the courts are more likely to find that two spouses intended to create joint accounts with right of survivorship than the are likely to find

Read more about joint accounts
 
Find Out the Kind of Property that is Inherited if You Die Intestate (Without a Will)?

Who inherits if you die intestate (without a will)?What property is inherited by your heirs in Texas if you die intestate (without a will) depends on what kind of property you have at your death. There are two kinds of property that are relevant to probate: probate property and non probate property. Non probate property includes joint accounts with right of survivorship, life insurance policies, retirement funds, IRA's, and any other account where you designate a beneficiary when you create the account. When you die, if you did not name your estate as the beneficiary, the property does not go to your estate to be distributed to your heirs, rather, it goes to the beneficiary or beneficiaries that you designated when you created the account. 

Probate property is further designated as community property or separate property.  You can find a discussion of these terms on this site under the Glossary by clicking on the words. You only have community property if you are married at the time of your death. If you are not married, are divorced or are a widow or widower when you die, all of your property is separate property.

Married – separate or community property

Separate Property

  • If no children – all personal property to spouse; one half of real property to spouse, balance to parents.  If no parents living and no brothers or sisters or their descendants living, all to spouse.
  • If children – one third of personal property to spouse, balance to children.  Spouse has a one third life estate in real property, balance to children who also get spouse’s share once he/she dies.

Community Property -

  • If there are children -
    • If all children of the deceased person are children of surviving spouse – all to spouse.
    • If some children of the deceased person are not also children of surviving spouse, all of decedent’s one half of the community will go to the children.
  • If there are no children or descendants of the deceased – all to surviving spouse.

Not Married - only separate property

With children - 

  • All to children.

No children -

  • To parents if they survive.
    • If there is one surviving parent and no siblings or descendants of siblings, all to surviving parent.
    • If there is one surviving parent and some surviving siblings, one-half to parent, siblings divide balance.
    • If there is no surviving parent but some surviving siblings, each sibling, or their descendants if they did not survive, is entitled to a share of the estate based on the number of siblings.

Note: When the intestate's children, descendants, brothers, sisters, uncles, aunts, or any other relatives of the deceased standing in the first or same degree alone come into the distribution upon intestacy, they shall take per capita, namely: by persons; and, when a part of them being dead and a part living, the descendants of those dead shall have right to distribution upon intestacy, such descendants shall inherit only such portion of said property as the parent through whom they inherit would be entitled to if alive (i.e. per stirpes or by the root and not per capita.) Probate Code §43.

Example: An intestate dies who was never married and who had no children. His parents predecease him. He had three siblings. Sibling A has one child and survives the intestate. Sibling B has two children but predeceases the intestate. Sibling C has three children and also predeceases the intestate. The estate is divided per stirpes and not per capita. The intestate's property is divided into three parts. The surviving sibling A gets one third; the two children of sibling B share one third and the three children of sibling C share one third.

Example: An intestate dies who was never married and who had no children. His parents predecease him. He had three siblings. Sibling A has one child. Sibling B has two children. Sibling C has three children. All of the siblings predecease the intestate. The estate is divided per capita and not per stirpes. The estate is divided into six shares and each of the surviving nieces and nephews receive one sixth.

The foregoing information is general in nature and does not apply to every fact situation. If you are concerned about inheritance laws, have an inheritance dispute, a property dispute or want information about contesting a will, we can help. Please go to our main site www.theprobate.net and use the contact form to contact us today. We would love to learn about your case and there is no fee for the initial consultation.

 


Disclaimer

This site does not give legal advice. This site does not create an attorney client relationship.

The use of the Internet, this site or email for communication with this firm or any individual member of this firm does not establish an attorney-client relationship. Before we represent any client, the client and the attorney will sign a written retainer agreement. If you do not have a written, signed retainer agreement with us, we are not representing you and will not be taking any action on your behalf.