Find Out About the Different Types of Probate.
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If a person dies with a will, the will determines how his estate is disposed of to his beneficiary. Often, the heirs don't have a copy of the will. This may happen because the person who has the will is not on good terms with the heirs. It may also happen when the person who has the will is attempting to defraud the estate of the property and doesn't want the rightful beneficiaries to know that they have an interest in the estate.
When a will is filed for probate, it is a public document and anyone can get a copy of it. If a person has a will and doesn't want to give a copy of it to the heirs of the decedent, the heirs should immediately become suspicious since it is a public document. There is no reason to hide it except to deny the heirs their rightful inheritance. The Texas Probate Code has a procedure where the attorney for the heirs can demand that a will be filed with the clerk. If the will is not filed after the demand, the attorney can file a motion with the court to hold in contempt the person who refuses to file the will. There is a provision for a fine and jail time for refusing to file the will. In addition, the Texas Penal Code makes it a jail felony to conceal, alter or destroy a will. While it can be difficult to obtain a copy of a will after someone dies, there are remedies available.
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A problem that comes up from time to time is the issue of a lost will. Lost wills are problems because there is a presumption that when a will cannot be found, the testator revoked the will by destroying it. One of the methods by which a will can be revoked is by destroying the
original copy of the will. When a will was last known to be in the decedent's
possession and cannot be located after death, a rebuttable presumption
of revocation arises. In order to overcome that presumption, the
proponent of the will must prove that the testator continued to have
affection for the chief beneficiary of the lost will. If the continued
affection is proven and there is no evidence to show the decedent was
dissatisfied with the will or had any desire to cancel or change the
will, the proof is sufficient for the court to admit the lost will to
probate. This assumes of course that the requirements of proving the
contents of the lost will have been met.
In order to probate a lost will, the proponent of the will has to overcome that presumption of revocation as well as prove the contents of the lost will. The Texas probate code has a section that deals specifically with lost wills and what is required to prove them up (PC §85). A proponent of a written will which cannot be produced in court must prove: - the requirements for a valid written will to be admitted to probate,e.g.what you would normally have to prove if the will was produced including that it was not revoked,
- the cause of the written will's non-production and that such cause satisfies the court that the will cannot be produced through reasonable diligence, and
- the contents of the will must be substantially proved by a credible witness who has read the will, heard it read, or can identify a copy of the will.
If the proponent of the will proves the three things above, the court will admit a loss will to probate. 324 S.W.3d 257
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The form of probate most familiar to clients is the probate of the will with the appointment of an executor. This provides for probate of a will with full administration of the estate by the person nominated in the will of the Decedent as executor.
The majority of wills filed in Texas contain language similar to the following, "I appoint [Name] to be the Independent Executor of this will to serve without bond. My Independent Executor shall act independently of any court, and I direct that no action shall be had in the county or other probate court in relation to the settlement of my estate other than the probating and recording of this, my Last Will and Testament, and the return of an inventory, appraisement and list of claims of my estate. This language creates an independent administration of the Decedent's estate pursuant to 145(b) of the TPC. No specific language is required to make the administration independent. Any language is sufficient if it indicates that the estate administration is to be free of court supervision.
The purpose of an independent administration is to permit the executor to administer the estate and distribute its assets free of judicial supervision with a minimum of cost and delay. If a will does not state that the executor is to be independent, then he will be a dependent executor. A dependent executor is not normally desirable because he must get court approval for everything that he does. This takes time and money. There are situations, however, where an executor might want to be a dependent rather than an independent executor. If there is a conflict among the decedent's heirs, the executor can protect himself from problems by having a hearing and having the judge rule on everything that he does. This is not normally a problem and most people will want an independent executor.
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Several types of probate are available when a person dies depending on whether they have a will or not.
If the Decedent did have a Will:
- Probate of a Will and Appointment of an Independent or Dependent Executor.
- Probate of a Will and Appointment of an Independent or Dependent Administrator with Will Annexed.
- Probate of a Will as a Muniment of Title.
- Probate of Will and Order of No Administration.
If the Decedent did not have a will (Intestate)
- Small Estate Affidavit.
- Declaration of Heirship.
- Affidavit of Heirship.
- Family Settlement Agreements.
Which procedure to choose will be a decision that the family makes in consultation with the estate attorney who is going to handle the probate.
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