2008 TEXAS ESTATE PLANNING STATUTES _Wolters Kluwer
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ASPEN PUBLISHERS TEXAS ESTATE PLANNING STATUTES WITH COMMENTARY 2008 Gerry W. Beyer Governor Preston E. Smith Regents Professor of Law Texas Tech University School of Law _Wolters Kluwer law & Business AUSTIN BOSTON CHICAGO NEW YORK THE NETHERLANDS CONTENTS Preface Ixi I. Business aDd Commerce Code 1 Title I. Uniform Commercial Code 1 Chapter 8. Investment Securities 1 Subchapter D. Registration I § 8.402. Assurance That Indorsement or Instruction is Effective Title 3. Insolvency, Fraudulent Transfers, and Fraud 1 1 Chapter 24. Uniform Fraudulent Transfer Act.............•....................•......................... I §24.001. Short Tille § 24.002. Definitions § 24.003. Insolvency § 24.004. Value § 24.005. Transfers Fraudulent as to Present and Future Creditors § 24.006. Transfers FrauduleOl as to Present Creditors § 24.007. § 24.008. § 24.009. § 24.010. When Transfer is Made or Obligation is Incurred Remedies of Creditors Defenses, Liability, and Protection of Transferee btinguisluncnt of Cause of Action § 24.0 II. Supplementary Provisions § 24.012. Uniformity of Application and Construction § 24.013. Costs D. Civil Practice and Remedies Code 1 I 2 3 3 3 3 4 4 5 5 5 5 7 Title 2. Trial, Judgment, and Appeal 7 Subtitle B. Trial Matters............................••...............................................•••.•............... 7 Chapter 15. Venue 7 Subchapter A. Definitions; General Rules 7 § 15.007. Conflict With Certain Provisions 7 Subchapter B. Mandatory Venue 7 § 15.011. Land Subchapter C. Permissive Venue .. . 7 ......................................................................................... 7 § 15.031. Executor; Administrator; Guardian ix 7 CONTENTS Cbapter 16. Limitations 7 Subchapter A. Limitations of Personal Actions § 16.001. Effect of Disability § 16.002. One-Year Limitations Period. § 16.003. Two-Year Limitations Period § 16.004. Four-Year Limitations Period § 16.0045. Five·Year Limitations Period § 16.005. Action for Closing Street or Road § 16.006. Carriers of Property § 16.007. Return of Execution § 16.008. Architects, Engineers, Interior Designers, and Landscape Architects Furnishing Design, Planning, or Inspection of Construction of lmprovements § 16.009. Persons Fwnishing Construction or Repair of Improvements § 16.010. Misappropriation ofTrade Secrets . § 16.011. Surveyors § 16.012. Products Liability: Manufacturing Equipment Subchapter B. Limitations of Real Property Actions § 16.021. § 16.022. § 16.023. § 16.024. § 16.025. § 16.026. § 16.027. § 16.028. § 16.029. § 16.030. § 16.031. § 16.032. § 16.033. § 16.034. § 16.035. § 16.036. § 16.037. Defioitions Effect of Disability Taclcing of Successive lnterests Adverse Possession: Three-Year Limitations Period Adverse Possession: Five--Year Limitations Period Adverse Possession: 10-Year Limitations Period Adverse Possession: 25·Year Limitations Period Notwithstanding Disability Adverse Possession With Recorded lnsO'UlDCllt: 25-Year Limitations Period Evidence of Title 10 Land by Limitations Title Through Adverse Possession Enclosed Laod AdjaccnILand Technical Defects in lnstrumcnt.. Attorney's Fees Lien on Real Property Extension of Real Property Lien Effect of Extension of Real Property Lien 00 Third Parties SUbchapter C. Residual Limitations Period § 16.051. Residual Limitations Period 7 7 8 8 8 8 8 8 9 9 9 9 10 10 10 10 10 11 II II II II II II 12 12 12 12 12 12 13 13 13 13 Subchapter D. Miscellaneous ProvisioDS 13 § 16.061. Rights Not Ba.rred § 16.062. Effect of Death § 16.063. Temporary Absence from State § 16.064. Effect of Lack of Jurisdichon § 16.065. Acknowledgment of Claim § 16.066. Action on Foreign Judgment § 16.067. Claim Incurred Prior to Arrival in This State § 16.068. Amended and Supplemental Pleadings § 16.069. Counterclaim Of Cross Claim x 13 13 14 14 14 14 14 14 14 CONTENTS § 16.070. Contractual Limitations Period § 16.071. Notice Requirements § 16.072. Saturday, Sunday. or Holiday 14 14 15 Subtitle C. Judgments IS Chapter 37. Declaratory Judgments § 37.001. § 37.002. § 37.003. § 37.004. § 37.005. § 37.0055. § 37.006. §37.007. § 37.008. § 37.009. § 37.010. § 37.011. IS Definition Short Title. ConstnJction. Interpretation Power of Courts to Render Judgment; Form and Effect Subject Maner of Relief Declarations Relating to Trust or Estate Declarations Relating to Liability for Sales and Use Taxes of Another State Parties Jury Trial Court Refusal to Render Costs Review Supplemental Relief 15 15 15 15 15 16 16 16 16 16 16 16 Title 4. Liability in Tort ...........................•.••••••••••...........••••.••.................••••••.•.............• 16 Chapter 71. Wrongful Death; Survival; Injuries Occurring Out of State 16 Subchapter A. Wrongful Death ...................................................•.............•.•.............................•......... 17 § 71.001. Definitions § 71.002. Cause of Action § 71.003. Application; Certain Conduct Excepted § 71.004. Benefiting From and Bringing Action § 71.005. Evidence Relating to Marital Status § 71.0055. Evidence of Pregnancy § 71.006. Effect of Felonious Act § 7IJ)()7. Ineffective Agreement § 71.008. Death of Defendant. § 71.009. Exemplary Damages § 71.010. Award and Apportionment of Damages § 71.011. Damages Not Subject to Debts § 71.012. Qualific.tion of Foreign Personal Representative Subchapter B. Surviv.l 18 § 71.021. Swviv.1 of Cause of Action § 71.022. Qualification of Foreign Personal Representative SubchapterC. Death or Injury Caused by Act or Omission Out ofSwe § 71.031. Act or Omission Out of State : Chapter 84. Charitable Immunity and Liability §84.oo1. § 84.002. § 84.003. § 84.1)04. 17 17 17 17 18 18 18 18 18 18 18 18 18 Name of Act Findings and Purposes Definitions Volunteer Liability 18 18 18 19 19 19 19 19 21 Xl CONTENTS § 84.005. Employee Liability § 84.<lO6. Organization Liability § 84.<>1:161. Organizational Liability for Transportation Services Provided to Certain Welfare Recipients § 84.0065. Organization Liability of Hospitals § 84.007. Applicability § 84.008. SCVe:rabil.ity 21 21 22 22 22 23 Title 6. Miscellaneous Provisions 23 Chapter 133. Presumption of Death § 133.001. Seven-Year Absence § 133.002. Anncd Services Certificate ofOuth § 133.003. Restoration of Estate Chapter 137. Declaration for Mental Health Treatment § 137.001. Definitions § 137.002. Persons Who May Execute De<:laration for Mental Health Treatment; Pcriod of Validity § 137.003. Execution and Witnesses § 137.<)04. Health Care Provider to Act in Accordance With Declaration for Mental Health Tn::atment.. § 137.005. Limitatioo on Liability § 137.006. Discrimination Relating to Execution of Declaration for Mental Health TreatJnent § 137.007. Use and Effect of Declaration for Mental Health Treatment § 137.008. Disregard of Declaration for Mental Health Treatment... § 137.009. ConflieringorContraryProvisions § 137.010. Revocation § 137.011. Fonn of Deelaration for Mental Health Trcatmcnt.. m. Constitution of the State of Texas Article I. BiD of Rights . 23 23 23 23 24 24 24 25 25 25 25 25 26 26 26 29 29 Article I, § 21. COmJption ofblood; forfcittue of estate; descent in ease of suicide Aniele I, § 26. Pcrpetuitics aDd monopolies; primogeniturc or entailments Article XVI. General Provisions Article XVI, § 15. Article XVI, § 49. Article XVI, § 50. liens Article XVI, § 51. Article XVI, § 52. 23 29 29 29 Separ.uc and community property of busband and wife Protection ofpersonal property from forced salc Homestead; protection from forced sale; mortgages, trust deeds and 29 30 Amount of homestead; uses Desccnl and distribution ofbomestead; restrictions on partition 39 31 xii 39 CONTENTS IV. Code of Criminal Procedure 41 Title 1. Limitation and Venue .........................................•............................................. 41 Chapter Twelve. Limitation ...................................•................................................• 41 Art. 12.01. [177-l80J [225.228] [215-218] Felonies V. Evidence Rules 41 43 Article VI. Witnesses 43 Rule 601. Competency and Incompetency ofWittlesscs 43 Article YD.. Opinions and Expert Testimony 43 Rule 704. Opinion on Ultir:nate Issue 43 VI. Family Code 45 Title 1. The Marriage Relationship 4S Subtitle A. Marriage 4S Chapter 2. The Marriage Relationship Subchapter D. Validity of Marriage 45 § 2.301. Fraud, Mistake, or lUegality in Obtaining License § 2.302. Ceremony Conducted by Unauthorized Person Subchapter E. Marriage Without Formalities § 2.401. § 2.402. § 2.403. § 2.404. Proofoflnfonnal Marriage Declaration and Registration of Informal Marriage Proof of Identity and Age Recording of Declaration of Infonnal Marriage § 2.405. Violation by County Clerk; Penalty Subchapter F. Rights and Duties of Spouses §2.501. Duty to Support 45 45 45 45 45 46 46 46 47 47 Subtitle B. Property Rights and Liabilities Chapter 3. Marital Property Rights and Liabilities Subchapter A. General Rules for Separate and Community Property §3.001. § 3.002. § 3.003. § 3.004. § 3.005. § 3.006. 45 SeparateProperty Community Property Presumption of Community Property Recordation of Separate Property Gifts Between Spouses Proportional Ownership of Property by Marital Estates XIII 47 47 47 47 47 47 47 47 47 COl'ITEl'o'TS § HKI7. Property Interest In Cenain Employee Benefits 47 § 3.008. Property Interest In Cenain Insurance Procccds 48 Subchapter B. Management, Control. and Disposition of Marital Property 48 § 3.101. Managing Separate Property § 3.102. Managing Community Property § 3.103. Managing Earnings of Minor § 3.104. Protection of Third PCtSOns 48 48 48 49 Subchapl:er C. Marital Property Liabilities 49 § 3.201. Spousal Liability § 3.202. Rules of Marital Property Liability § 3.203. Order in Which Property is Subject to Execution................... . Subchapter D. Managemenl. Control, and Disposition of MantaI Property Under Unusual Circumstances § 3.301. § 3.302. § 3.303. § 3.304. § 3.305. § 3.306. § 3.307. § 3.308. § 3.309. Missing, Abandoned, or Separated Spouse Spouse Missing on Public Service Appointment of Attorney Notice of Hearing; Citation Citation by Publication Court Order for Management, Control, and Disposition of Community Property Continuing JurisdictiOtl ofCoun; Vacating Original Order Recording Order to Affect Real Property Remedies Cumulative 49 49 49 49 49 50 50 50 50 50 50 50 51 Subchapter E. Equitable Interest of Community Estate in Enhanced Value ofScpatate § 3.401. § 3.402. § 3.403. § 3.404. § 3.405. § 3.406. § 3.407. § 3.408. § 3.409. § 3.410. Property 5I Definitions Economic Contribution Claim Based on Economic Contribution Application oflnccption of Title Rule; Ownership Interest Not Created Management Rights Equitable Lien Offsetting Claims Claim for Reimbursement . Nonreimbursable Claims Effect of MantaI Property Agreements 51 5I Chapter 4. Premarital and Marital Property Agreements Subchapter A. Uniform Premarital Agreement Act §4.001. Definitions Fonnalities Content Effect of Marriage Arncndrncnt or Revocation § 4.002. § 4JXl3. § 4.004. § 4.005. § 4.006. § 4.007. § 4JXl8. § 4.009. Enforcement Enforcement: Void Marriage Limitation of Actions Application and Construction 5I 52 52 52 52 52 53 53 53 53 53 53 53 53 53 54 54 54 54 CONTENTS § 4,010, Short Title . . 54 Subchapter B. Marital Property Agreement... . § 4.101, Defmition . . § 4.102. Partition or Exchange of Community Property . § 4.103, Agreement Between Spouses Concerning Income or Property From Separate Property . § 4.1 04. Formalities............................................................................................... § 4.105. Enforcement § 4.106, Rights of Creditors and Recordation Under Partition or Exchange Agreement Subchapter C. Agreement to Convert Separate Property to Community Property.... §4.201. § 4.202. § 4.203. § 4.204. § 4.205. § 4.206. 54 54 ... 54 54 54 55 .... 55 Defmition.............................................. Agreement to Convert to Community Property Formalities of Agreement........... Management ofConvcrted Property Enforcement Rights of Creditors; Recording ,55 ... 55 .. 55 .55 ..55 ... 56 Chapter 5. Homestead Rights 56 Subchapter A. Sale of Homestead; General Rule .56 . § 5.001. Sale, Conveyance, or Encumbrance of Homestead § 5.002. Sale of Separate Homestead After Spouse Judicially Declared Incapacitated § 5.003. Sale of Community Homestead After Spouse Judicially Declared Incapacitated. Subchapter B. Sale of Homestead Under Unusual Circumstances § 5.101. § 5.102. §5.103. §5.104. § 5.105. § 5.106. § 5.107. § 5.108. 54 . Sale of Separate Homestead Under Unusual Circumstances Sale of Community Homestead Under Unusual Circumstances Time for Filing Petition . . Appoinunent of Anomey . Citation; Notice of Hearing Court Ordcr .. .. . . Renumbered as Family Code § 5.003 Remedies and Powers Cumulative . 56 56 . 56 57 .................. 57 . 57 . 57 . 57 . . 57 . 57 . 57 . 57 . . Subtitle C. Dissolution of Marriage •................................•........................................... 58 Chapter 6. Suit for Dissolution of Marriage Subchapter B. Grounds for Annulment . § 6.111 Death of Party to Voidable Marriage. 58 .. ... 58 ... 58 Chapter 7. Award of Marital Property ........................•...•...................................... 58 § 7.001. § 7.002. § 7.003. § 7.004. § 7.005. § 7.006. § 7.007. General Rule of Property Division Division of Property Under Special Circumstances . Disposition of Retirement and Employment Benefits and Other Plans Disposition of Rights in Insurance Insurance Coverage Not Specifically Awarded . Agreement Incident to Divorce or Annulment Disposition of Claim for Economic Contribution or Claim for Reimbursement... xv ... 58 58 58 , 58 59 .. 59 59 CONTENTS Chapter 9. Post-Decree Proceedings 59 Subchapter D. Disposition of Undivided Benefieiallnterest ..... 59 . § 9.301. Pre-Decree Designation of Ex·Spouse as Beneficiary of Life Insurance . § 9.302. Pre-Decree Designation of Ex-Spouse as Beneficiary in Retirement Benefits and Other Financial Plans .. ........... 60 . 60 Title 2. Child in Relation to the Family 60 Subtitle A. Limitations of Minority 60 Chapter 31. Removal of Disabilities of Minority §31.ool. § 31.002. §31.003. § 31.004. §31.005. § 31.006. § 31.007. 60 Requirements............................................................... Requisites of Pctition; Verification Venue............................................. Guardian Ad Litem................................ Order.. Effect of General Removal.... Registration of Order of Another State or Nation . 61 61 61 61 61 61 61 . . . .. . Chapter 32. Consent to Treatment of Child by Non-Parent or Child 61 Subchapter A. Consent to Medical. Dental, Psychological, and Surgical Treatment. § 32.001. Consent by Non-Parent......................................................... § 32.002. Consent Form § 32.003. Consent to Treatment by Child.................................................. § 32.004. Consent to Counseling § 32.005. Examillatioll Without Consent or Abuse or Neglect of Child.... Subchapter B. Immunization ............. 61 . . .. . . 61 62 62 63 63 .... 63 §32.101. Who May Consent to Immunization of Child § 32.102. Infonned Consent 10 Immunization §32.103. Limited Liability for Immunization...... § 32.104. Remunbcred. . § 32.105. Repealed........ . . . .. . . .. .63 64 64 .64 .. . ......... 64 Title 5. The Parent-Child Relationship and the Suit Affecting the ParentChild Relationship 64 Subtitle B. Suits Affecting the Parent-Child Relationship 64 Chapter 154. Child Support 64 64 Subchapter A. Court-Ordered Child Support § 154.005. Payments of Support Obligation by Trust § 154.015. Acceleration ofUnpaid Child Support Obligation. § 154.016. Provision of Support in Event of Death of Parent..... xvi . .... 64 . 65 65 CONTENTS Chapter 160. Uniform Parentage Act. 66 Subchapter A. Application and Construction 66 § 160.001. Application and Construction § 160.002. Connjcts Between Provisions 66 66 Subchapter B. General Provisions § 160.101. § 160.102. § 160.103. § 160.104. § 160.105. § 160.106. 66 Short Tille Definitions S<:opeofChapter;CboiceofLaw Aulhori:zedCouns Protection of Participants DetcnninationofMaternity 66 66 67 67 67 67 Subchapter C. Parc:nt-Child Relationship § 160.201. § 160.202. § 160.203. § 160.204. 67 Establishment of Parent-Child Relationship No Discrimination Based on Marital StalUS Consequences of Establishment of Parentage Prcswnprioo of Paternity Subchapter D. Voluntary Aclcoow1edgmeot of Paternity § § § § § § § § 160.301. 160.302. 160.303. 160.304. 160.305. 160.306. 160.307. 160.308. § 160.309. § 160.310. § 160.311. § 160.312. § 160.313. § 160.314. § 160.315. § 160.316. Acknowledgment of Paternity Execution of Aclrnow1edgment ofPatCfIlity Denial of Paternity Rulcs for Acknowledgment and Denial of Paternity Effect ofAclrnowledgment or Denial of Paternity Filing Fee Not Required Proceeding for Rcscission Challenge Aficr Expiration of Period for Rescission Procedure for Rescission or Challenge Ratification Barred Full Faith and Credit............. . Fonns for Acknowledgment and Denial of Paternity Release of Information Adoption of Rules Memorandum of Understanding.... . Suit to Contest VolWltary Statement ofPatemity Subchapter E. Registry of Paternity....... § 160.401. § 160.402. § 160.403. § 160.404. § 160.411. § 160.412. § 160.413. § 160.414. § 160.415. § 160.416. § 160.421. § 160.422. . Establishment of Registry Registration for Notificacion NoticeofProceeding Termination of Parental Rights: Failure to Register RequircdForm furnishing of Information; Confidentiality Offense: Unauthorized Release of Information RescissionofRegistratioo Untimely Registration Fees for Registry Search ofAppropriate Regisuy Certificate of Search of Registry xvu 67 67 67 68 68 68 68 68 69 69 69 69 69 69 70 70 70 70 70 70 70 71 71 71 71 71 71 71 72 72 72 72 n 72 COI'iTtNTS § 160.423. Admissibiliry of Certificate 72 SubcbaptCT F. Genetic Testing § 160.501. § 160.502. § 160.503. § 160.504. § 160.505. § 160.506. § 160.507. § 160.508. § 160.509. § 160.510. § 160.511. 72 Application ofSubcbaptCT Order forTesting Requirements for Genetic Testing Report of Genetic Testing Genetic Tc:stiog Results; RebuttaL. Costs ofQcnetic Testing Additional Generic Tc:stiog Genetic Testing When All Individuals Not Available Deceased Individual Identical Brothers............................................................. Offense: Unauthorized Release of Specimen 73 73 73 73 . Subchapter G. Proceeding to Adjudicate Parentage................................. § § § § § § 160.60 I. 160.602. 160.603. 160.604. 160.605. 160.606. § 160.607. § 160.608. § 160.609. § 160.610. § 160.611. § 160.612. § 160.621. § 160.622. § 160.623. § 160.624. § 160.631. § 160.632. § 160.633. § 160.634. § 160.635. § 160.636. § 160.637. 73 74 74 74 74 74 74 . Proceeding Authorized; Rules of Procedure....... . Standing to Maintain Proceeding Necessary Parties to Proceediog Personal Jurisdiction Venue No Time Limitation: Child Having No Presumed, Acknowledged, or Adjudicated FathCT Time Limitation: Child Having Presumed Father Authority to Deny Motion for Genetic Testing Time Limitation: Child Having Acknowledged or Adjudicated Father Joinder of Proceedings Proceedings Before Binh Child as Party; Representation Admissibility of Results ofGenetic Testing; Expenses Consequeoces of Declining Genetic Testing Admission ofPatemity Authorized Temporary Order Rulcs for Adjudication of Patemiry . Jury Prohibited Hearings; Inspection of Records.......................................... . Order on Default . Dismissal for Want of Prosecution.............................. Order Adjudicating Parentage; Costs Binding Effect ofDctcnnination ofParcntage , Subchapter H. Child of Assisted Reproduction § 160.701. ScopeofSubchaptcr § 160.702. Parental Status of Donor § 160.703. Husband's Paternity of Child of Assisted Reproduction § 160.7031. Unmarried Mao's Paternity of Child of Assisted Reproductioo § 160.704. Consent to Assisted Reproduction § 160.705. Limitation 00 Husband's Dispute of Paternity § 160.706. Effect of Dissolution of Marriage § 160.707. Parental Starus of Deceased Spouse xviii 74 74 74 75 7S 75 7S 75 75 76 76 76 76 76 77 77 77 77 77 77 77 . 77 77 78 78 79 79 79 79 79 79 79 79 CONTENTS Subchapter I. Gestational Agreements § 160.751. § 160.752. § 160.753. § 160.754. § 160.755. § 160.756. § 160.757. § 160.758. § 160.759. § 160.760. § 160.761. § 160.762. § 160.763. . . Definition . Scope of Subchapter; Choice of Law Establishment of Parent-Child Relationship Gestational Agreement Authorized Petition to Validate Gestational Agreement... Hearing to Validate Gestational Agreement.... Inspection of Records........................ Continuing, Exclusive Jurisdiction Termination ofGestational Agreement . Parentage Under Validated Gestational Agreement Effect of Gestational Mother's Marriage After Validation of Agreement Effect of Gestational Agreement that Is Not Validated Health Care Facility Reporting Requirement .. 79 80 .80 . 80 .80 80 .81 .81 81 81 . 81 82 82 82 . Chapter 161. Termination of the Parent-Child Relationship Subchapter C. Hearing and Order ,... 82 . § 161.206. Order Terminating Parental Rights § 161.2061. Tenns Regarding Limited Post-Tennination Contact.. § 161.2062. Provision for Limited Contact Between Biological Parent and Child .. .......... 82 .82 82 83 . Chapter 162. Adoption 83 Subchapter A. Adoption of a Child . § § § § 162.001. Who May Adopt and be Adopted 162.002. Prerequisites to Petition 162.0025. Adoption Sought by Military Service Member 162.003. Pre-Adoptive and Post-Placement Social Studies......................... § 162.004. Repealed..... . § 162.0045. Preferential Setting........ § 162.005. Preparation of Health, Social, Educational, and Gcnctic History Report. § 162.006. Right to Ell:amine Records....................... . § 162.0065. Editing Adoption Records in Departmcnt Placement.. § 162.007. Contents of Health, Social, Educational, and Genetic History Report.. § 162.008. Filing of Health, Social, Educational, and Genetic History Report § 162.0085. Criminal History Report Required........ § 162.009. Residence With Petitioner § 162.010. Consent Required § 162.011. Revocation of Consent § 162.012. Direct or Collateral Atlack .. § 162.013. Abatement or Dismissal . § 162.014. Attendance at Hearing Required . § 162.015. RaccorEthnicity......... § 162.016. Adoption Ordcr................ .. § 162.017. Effect of Adoption § 162.018. Access to Information....... § 162.019. Copy of Order........... § 162.020. Withdrawal or Denial of Petition...... § 162.021. Scaling File.. § 162.022. Confidentiality Maintained by Clerk § 162.023. Adoption Order From Foreign Country... . xix 83 . . . . .. . .. .. 83 83 .. 83 84 84 . 84 84 84 . 85 .. 85 85 . 85 86 .86 .. 86 86 86 86 . 86 86 .. 86 87 87 . 87 ... 87 87 87 CONTE!'o'S § 162.025. Placement by Unauthorized Person; Offense Subchapter F. Adoption ofan Adult § 162.501. § 162.502. § 162.503. § 162.504. § 162.505. § 162.506. § 162.507. . ...87 88 AdoptionofAdult. Jurisdiction Requirements of Petition Consent Attendance Required Adoption Order Effect of Adoption 88 88 88 88 88 88 88 YD. Finance Code 89 Title 3. Financial Jnstitutions and Businesses 89 Subtitle A. Banks 89 Cbapter 32. Powers, Organization, and Financial Requirements Subchapter A. Organization and Powers in General § 32.001. Organization and General Powers of State Bank 89 89 89 Title 3. Financial Institutions And Businesses 89 Subtitle A. Banks 89 Cbapter 59. Miscellaneous Provisions.................................•................................... 89 Subchapter A. General Provisions 89 § 59.004. Succession ofTrust Powers 89 Subchapter B. Safe Deposit Boxes § 59.101. § 59.102. § 59.103. § 59.104. § 59.105. § 59.106. § 59.107. § 59.108. § 59.109. § 59.110. 90 Definition .. Authority to Act as Safc Deposit Company Relationship of Safe Deposit Company and Rentcr... Delivery of Noticc Effect of Subchapter on Other Law Aeeess by More Than One Person Nonemergency Opening and Relocation Emergency Opening and Relocation Delinquent Rental; Lien; Sale of Contents Routing Number on Key Subtitle F. Trust Companies 90 90 90 90 90 90 90 91 91 91 91 Chapter 182. Powers, O ...ganization, and Financial Requirements ........•............. 91 Subchapter A. Organization and Powers in General § 182.001. Organization and General Powers of State Trust Company xx 91 91 CONfEr..s Subtitle Z. Miscellaneous Provisions Relating to Financial Institutions and Businesses 92 Chapter 274. Substitute or Successor Fiduciary 92 ................................... 92 Subchapter A. General Provisions § 274.001. Definitions .. § 274.002. Affiliated Bank § 274.003. Subsidiary Trust Company .. 92 92 93 . .. .. .. Subcbapter B. Subsidiary Trust Companies as Substitute or Successor Fiduciaries ...... ......... 93 § 274.101. Agreement to Substitute Fiduciaries...... .. Situs of Account Administration .. Notice of Substitution......... . Fonn of Notice of Substitution.................... . Failure to Send Notice of Substitution; Defcctive Notice § 274.106. Effective Date of Substitution of Fiduciaries............................. . § 274.107. Hearing on Agreement to Substitute Fiduciaries . § 274.108. Subsidiary Trust Company as Substitute Fiduciary § 274.109. Notice of Change in Sims of Administration of Fiduciary Account Following Substitution § 274.110. Failure to Send Notice of Change in Situs of Administration............. § 274.111. Effcctive Date of Change in Situs ofAdministration ofFidueiary Account § 274.112. Hearing on Change in Situs of Administration of Fiduciary Account §274.113. Venue.. .. § 274.114. Subsidiary Trust Company as Successor Fiduciary. . § 274.115. Bond of Successor Fiduciary . § 274.116. Responsibility for Subsidiary Trust Company............... .. § 274.102. § 274.103. § 274.104. § 274.105. Subchapter C. Banks Affiliated With Subsidiary Trust Companies . § 274.201. Designation ofAffiliated Bank as Fiduciary in Will § 274.202. Liability of Affiliated Bank Acting as Fiduciary § 274.203. Deposit of Money With Affiliated Bank . . . 93 93 93 93 93 94 94 .. 94 94 .94 94 . 95 95 95 95 95 95 .. .. ............... .. 95 95 ... 96 Title 4. Regulation of Interest. Loans. and Financed Transactions 96 Subtitle A. Interest 96 Chapter 302. Interest Rates 96 Subchapter A. General Provisions .. § 302.002. Accrual of Interest When no Rate Specified . xxi .96 .96 CONTENTS VIII. Government Code 97 Title 2. Judicial Branch 97 Subtitle G. Attorneys 97 AppendiJ: A. State Bar Rules 97 Article X. Discipline and Suspension of Members 97 Section 9. Texas Disciplinary Rules of Professional Conduct 97 I. Client-Lawyer Relationship 97 Rule Rule Rule Rule 1.02. 1.03. 1.05. 1.08. Scope and Objet:tives of Representation 97 97 97 98 Communication Confidentiality oflnfonnarion Conflict oflntcrest: Prohibiled Transactions Title 3. Legislative Branch 99 Subtitle B. Legislation 99 Chapter 311. Code Constmction Act 99 Subchapter A. General Provisioos § 311.001. § 311.002. § 311.003. § 311.004. § 311.005. § 311.006. 99 Soon Tille Application Rules Not Exclusive Citation of Codes.............. General Definitions Internal References 99 99 99 100 100 100 . . .. 100 Subchapter B. Construction of Words and Phrases § 311.011. § 311.012. § 311.013. § 311.014. §311.015. § 311.016. Common and Technical Usage of Words.. Tense, Number, and Gender .. Authority and Quorum of Publie Body................. Computation ofTime . RefercneetoaSeries "May," "Shall," "Must," etc.. Subchaptcr C. Construction of Statutes § 311.021. § 311.022. § 311.023. § 311.024. § 311.025. § 311.026. § 311.027. § 311.028. § 311.029. § 311.030. .. 100 100 100 100 100 101 . .. ... WI . Intention in Enacnnent of Statutes... Prospective Operation ofSlatutcs... Statute Construction Aids .. Headings irreconcilable Statutes and Amendments Special or Local Provision Prevails Over General Stanttory References Uniform ConslruCtion ofUnifonn Acts Enrolled Bill Conuols. Repeal ofRcpeaJing Statute xxii . .. 101 101 101 101 101 101 101 102 102 102 CONTENTS §311.031. Saving Provisions ... § 311.032. Severability of Statutes §311.034. Waiver ofSoYercign Immunity ....................... 102 . 102 . 102 Chapter 312. Construction of Laws 102 Subchapter A. Construction Rules for Civil Statutes § 312.001. § 312.002. § 312.003. § 312.004. § 312.005. § 312.006. § 312.007. § 312.008. Application...................................... Meaning of Words Tense, Number, and Gender Grants of Authority Legislative Tntent.... Libcral Construction Repeal of Repealing Statute Statutory References....... . Subchapter B. Miscellaneous Provisions § 312.011. §312.012. § 312.013. § 312.014. § 312.015. §312.016. .. .. 102 . 102 102 103 103 103 103 103 103 .. .. .. .. . .. Definitions........................ .. GrammarandPunctuation Severability of Statutes Irreconcilable Amendments..... Quorum..................... Standard Time......................................................... 103 103 103 103 104 104 104 .. .. . . .. Title 4. Executive Branch 104 Subtitle A. Executive Officers 104 Chapter 406. Notary Public; Commissioner of Deeds 104 Subchapter A. Notary Public 104 § 406.0165. Signing Document for Individual With Disability . .. Subtitle G. Corrections 104 105 Chapter 501. Inmate Welfare 105 Subchapter A. General Welfare Provisions § 501.017. Cost of Confinement as Claim ............. 105 . 105 Title 5. Open Government; Ethics 105 Subtitle B. Ethics 105 Chapter 573. Degrees of Relationship; Nepotism Prohibitions Subchapter B. Relationships by Consanguinity or by Affinity § 573.021. § 573.022. § 573.023. § 573.024. Method of Computing Degree of Relationship Determination of Consanguinity . Computation of Degree of Consanguinity Determination of Affinity XXIII 105 .. . ........... 105 .............................................. .. .. . .. 105 105 105 105 CONTENTS § 573.025. Computation of Degree of Affinity . IX. Health and Safety Code . '06 107 Title 2. Health 107 Subtitle H. Public Hcalth Provisions 107 Chapter 166. Advance Directives 107 Subchapter A. GENERAL PROVISIONS § 166.001. SbortTitle § 166.002. Definitions § 166.003. Witnesses § 166.004. Statcment Relating to Advance Directive § 166.005. Enforceability of Advance Directives Executed in Another Jurisdiction § 166.006. Effect of Advance Directive on Insurance Policy and Premiums § 166.007. Execution of Advance Directive May Not be Required § 166.008. Conflict Bctween Advance Directives § 166.009. Certain Life·Sustaining Treatment Not Required § 166.010. Applicability of Federal Law Relating to Child Abuse and Neglect Subcbapter B. Directive to Physicians 166.032. 166.033. 166.034. 166.035. 166.036. § 166.037. § 166.038. § 166.039. § 166.040. § 166.041. § 166.042. § 166.043. § 166.044. § 166.045. § 166.046. § 166.047. § 166.048. § 166.049. § 166.050. § 166.051. § 166.052. § 166.053. 107 107 108 108 109 109 109 109 109 109 109 § 166.031. Definitions § § § § § 107 110 110 110 112 112 112 112 113 Wrinen Directive by Competcnt Adult; Notice to Physician Fonn of Written Directive Issuance of Nonwritten Directive by Competcnt Aduh Qualified Patient Execution of Directivc on Behalf of Patient Younger Than 18 Years of Age Notarized Document Not Required; Requircmcnt of Specific Fonn Prohibited Patient Dcsire Supersedes Directive.............................................. . Procedure When Dedarant is Incompetent or Incapable of Communication Procedure When Person Has Not Executed or Issued a Dircctive and is Incompetent or Incapable of Communication 113 Patient Certification and Prerequisites for Complying With Directive....... . 113 Duration of Directive........ . _113 Revocation of Directive . 113 Recxecution of Directive .. . 114 Limitation of Liability for Withholding or Withdrawing Life·Sustaining 114 Procedures liability for Failurc to Effectuate Directivc 114 Procedure if Not Effectuating a Directive or Treatmcnt Decision 115 Honoring Directive Docs Not COllstitute Offense ofAiding Suicidc 116 Criminal Penalty; Prosecution 116 PregnalJ1 Patients 116 Mercy Killing Not Condoned 116 Legal Right or Responsibility Not Affected 116 Statements Explaining Patient's Right to Transfer 116 Registry to Assist Transfers 118 Subchapter C. Out-of-HospitaIIJo.Nol-Resuscitate Orders § 166.081. Defmitions 118 118 xxiv , CONTENTS § 166.082. Out-Or-Hospital DNR Order; Directive to Pbysicians § 166.083. Fonn of Out-Of-Hospital DNR Order . 119 . 120 § 166.084. Issuance of Out-Of-Hospital DNR Order by Nonwritten Communication 120 121 § 166.085. Execution afOut-Of-Hospital DNR Order on Behalfofa Minor § 166.086. Desire of Person Supersedes Out-Or-Hospital DNR Order 121 § 166.087. Procedure When Declarant is Incompetent or Incapable ofCommumcalion 121 § 166.088. Procedure When Person Has Not Executed or Issued Out-DC-Hospital DNR Order and is Incompetent or Incapable of Communication.. . 121 § 166.089. Compliance With Out-Of-Hospital ONR Order . 122 § 166.090. DNR Identification Device .. 122 123 § 166.091. Duration of Out-Of-Hospital DNR Order § 166.092. Rcvocation of Out-Of-Hospital DNR Ordcr .................123 § 166.093. Reexeeution of Out-Of-Hospital ONR Order. 123 § 166.094. Limitation on Liability for Withholding Cardiopulmonary Resuscitation and Certain Other Life·Sustaining Procedures............... . 123 124 § 166.095. Limitation Oil Liability for Failure to Effectuate Out-or-Hospital ONR Order § 166.096. Honoring Out-Of-Hospital DNR Order Docs Not Constitute Offense of Aiding Suicide . 124 § 166.097. Criminal Penalty; Prosecution . 124 § 166.098. Pregnant Persons. . 124 § 166.099. Mercy Killing Not Condoncd.. .. 125 § 166.100. Lcgal Right or Responsibility Not Affected. . 125 . 125 § 166.101. Duties of Dcpartmcm and Board. § 166.102. Physician's ONR Order May be Honored by Health Care Personnel Other Than Emergency Medical Services Personnel 125 Subchapter D. Medical Power of Anorney . 125 . § 166.151. Definitions..................................... . § 166.152. Scope and Duration of Authority § 166.153. Persons Who May Not Exercise Authority of Agent § 166.154. ExecutionandWitnesses § 166.155. Revocation........... . § 166.156. Appointment of Guardian................ § 166.157. DisclosureofMedicallnfonnation . § 166.158. Duty of Health or ResidcDtial Care Provider. § 166.159. Discrimination Relating to Execution of Medical Power of Anomey § 166.160. Limitation on Liability.. § 166.161. Liability for Health Care Costs § 166.162. Disclosure Statement . . § 166.163. Fonn of Disclosure Statement § 166.164. Fonn of Medical Power of Attorney.............................. § 166.165. Civil Action............................................ § 166.166. Othcr Rights or Responsibilities Not Affected . . . . . . 126 126 126 127 127 127 127 128 128 128 129 129 129 130 131 131 Title 4. Health Facilities 131 Subtitle F. Powers and Duties of Hospitals 131 Chapter 313. Consent to Medical Treatment Act §313.001. SbortTitle _..... § 313.002. Definitions § 313.003. Exceptions and Application xxv 131 . .. . 13\ 131 132 CONTEl''o'TS § 313.004. § 313.005. § 313.006. § 313.007. Conscnt for Medical Treatment Prerequisites for Consent Liability for Medical Treatmcnt Costs. Limitation on Liability . . . 132 133 133 133 Title 8. Death and Disposition of the Body 133 Subtitle A. Death 133 Chapter 671. Determination of Death and Autopsy Reports 133 Subchapter A. Determination of Death .. . § 671.001. Standard Used in Dctcnnining Death . § 671.002. Limitation of Liability . 133 . 133 134 . Subtitle B. Disposition of the Body 134 Chapter 691. Anatomical Board of the State of Texas Subchaptcr B. Donation and Distribution of Bodies 134 . § 691.024. Persons Who May Claim Body for Burial.... § 691.025. Proccdure After Death..... § 691.026. Body of Traveler .. . 134 . 134 134 135 135 135 .. 135 135 . § 691.027. Autopsy § 691.028. Donation or Body by Written Instrument.. . . § 691.029. Authority to Accept Bodies From Outsidc thc State................ § 691.030. Board's Authority to Distribute Bodies and Anatomical Specimens Chapter 692. Texas Anatomical Gift Act § 692.001. § 692.002. § 692.003. § 692.004. § 692.005. § 692.005. § 692.006. § 692.007. § 692.008. § 692.009. § 692.010. § 692.011. § 692.012. § 692.013. § 692.014. § 692.0145. § 692.0147. § 692.015. § 692.016. § 692.017. Short Titlc... Definitions Manner of Executing Gift of Own Body.... Persons Who May hecute Gift _......... . Pcrsons Who May Become Donees (H.B. 2180 Vcrsion) Persons Who May Become Donees (S.B. 995 Version) Designation of Doncc or Physician Delivcry of Document Amendment or Revocation of Gift Determination of Time of Death.... Acceptance or Rejection of Gift . Examination for Medical Acceptability Authorized Donee's Rights Superior. Hospital Protocol........................................................ Procedures . Distribution of Vascular Organs for Transplantation....... Expired . Effect of Other Laws Limitation of Liability .. Civil Penalty . xxvi 135 . . . . . . . . 136 136 136 137 137 138 ... 138 . 138 138 139 139 139 139 .139 139 140 140 140 140 140 COJloTENTS .Chapter 693. Removal of Body Parts, Body Tissue, and Corneal Tissue 140 Subchapter A. Removal of Body Parts or TisSlle 140 § 693.001. Definilion § 693.002. Removal of Body Part or Tissue from Decedenl Who Died Under .. Circumstances Requiring an Inquest § 693.003. Consent Required in Certain Circumstances § 693.004. Persons Who May Consent or Objcci to Removal.... § 693.005. Immunity from Damages in Civil Action .. §.693.006. Removal ofComeal Tissue Subchapter C. Eye Enucleation § 693.021. § 693.022. § 693.023. § 693.024. ..141 .. 141 142 142 142 142 .. . .. Definition.. . Persons Who May Enucleate Eye as Anatomical Gift......... Eye Enucleation Course Requisites of Eye Enucleation Course........ .. .. . 142 142 142 142 142 Subtitle C. Cemeteries ..................................................................................•............. 142 Chapter 711. General Provisions Relating to Cemeteries 142 Subchapter A. General Provisions 142 § 711.002. Disposition of Remains; Duty to Inter Subchapter C. Ccmclcry Organizations . . 143 . § 711.039. Rights of Intennent in Plol .. .. .. 145 Chapter 712. Perpetual Care Cemeteries Subchapter B. Perpetual Care Trust Fund 145 145 . . 145 § 712.021. Establishment and Purposes of Fund § 712.030. Use of Gift for Special Care of Plot in Perpetual Care Cemetery .. X. Insurance Code 145 146 147 Title 7. Life Insurance and Annuities 147 Subtitle A. Life Insurance in General. 147 Chapter 1103. Life Insurance Policy Beneficiaries Subchapter D. Forfeiture of Bcneficiary's Rights .. § 1103.151- Forfeiture § 1103.152. PaymeD! of Proceeds to Contingent Beneficiary or to Relative .. xxvii 147 .. 147 147 147 CONTENTS Chapter 1104. Life Insurance and Annuity Contracts Issued to Certain Persons 147 Subchapter B. Trustee Named as Beneficiary of Life Insurance Policy § § § § § 1104.021. 1104.Q22. 1104.023. 1104.024. 1104.025. 147 u Trustee Named as Beneficiary in PoJicy... . Trustee Named as Beneficiary in Wil1... Debts; Inheritance Tax Commingling Certain Prior Beneficiary Designations Not Affected 147 147 148 148 148 Chapter 1108. Benefits Exempt From Seizure 148 Subchapter A. General Provisions. . 148 § 1108.001. Construction With Other Law....................... . 148 148 § 1108.002. Annuity Contracts Subchapter B. Exemptions From Seizure 148 § 1108.051. Exemptions for Certain Insurance and Annuity Benefits.......... § 1108.052. Exemptions Unaffected by Beneficiary Designation .. § 1108.053. Exceptions to Exemptions . Subchapter C. Assignment of Benefits .. . § 1108.101. Assignment Generally § 1108.102. Certain Assignments Void........... 148 148 148 149 149 149 . Chapter 1111. Life and Viatical Settlements and Accelerated Term Life Insurance Benefits 149 Subchapter A. Life and Viatical Settlements § § § § § § 1111.001. 1111.002. 1111.003. 1111.004. 1111.005. 1111.006. 149 Definitions...... Purpose RuJes; Registration and Regulation AnnuaIFeeforRegislration Denial, Suspension, or Revocation of Registration; Enforcement Applicability ofOthcr Insurance Laws Subchapter B. Accelerated Term Life Insurance Benefits......................................................... § 1111.051. Definitions....................................................................... § 1111.052. Authority to Pay Accelerated Tenn Life Benefits § 1111.053. Rules...... . xxviii . . 149 149 ISO 150 150 150 . 150 150 lSI 151 CONTEr..s XI. Local Government Code 153 Title 4. Finances.......•.................................•..........................•...................................... 153 Subtitle B. County Finances 153 Chaptcr 118. Fees Charged by County Officers 153 Subchapter C. Fees ofClerk of County Court § 118.052. Fee Schedule...................... § 118.055. Probate Original Action....................... § 118.056. Services in Pending Probate Action 153 153 153 154 . . XU. Penal Code 155 Title 5. Offenses Against the Person 155 Chapter 22. Assaultive Offenses 155 § 22.08. Aiding Suicide...................................... . Title 7. Offenses Against Property ISS 155 Chapter 32. Fraud 155 Subchapter D. Other Deceptive Practices § 32.45. Misapplication of Fiduciary Property or Property of Financial Institution § 32.47. Fraudulent Destruction, Removal, or Concealment of Writing 155 155 156 157 XIII. Probate Code Chapter T. General Provisions 157 § I. ShonTitle....................................... § 2. Effective Date and Application . § 3. Definitions and Usc of Terms . § 4. Jurisdiction of County Court With Respect to Probate Proceedings........... . § 5. Jurisdiction With Respect to Probate Proceedings . § SA. Maners Appenaining and Incident to an Estate....... . § 58. Transfer of Proceeding... . § 5C. Actions to Collect Delinquent Property Taxes § 6. Venue for Probate of Wills and Administration of Estates of Decedents § 8. Concurrent Venue and Transfer of Proceedings § 9. Defects in Pleading § 10. Persons Entitled to Contest Proceedings § lOA. Necessary Party.. . § lOB. Communications or Records Relating to Decedent's Condition Before Death............ § IOC. Effect of Filing or Contesting Pleading § II. Applications and Other Papers to be Filed With Clerk § II A. Ellemption from Probate Fees for Estates of Cenain Military Serviccmembers § 12. Costs and Security xxix ... 157 157 158 159 160 161 162 162 163 163 164 164 165 165 165 165 165 165 CONTENTS § 13. Judge's Probate Docket . 166 § 14. Claim Dockct........ . 166 §15. case Files....... . 166 § 16. Probate Fee Book... . 166 § 17. Maintaining Records in Lieu of Record Books . 166 §17A. lodex 166 § 18. Use of Records as Evidence 167 § 19. Call of the Dockets..... . 167 § 20. Clerk May Set Hearings . 167 § 21. Trial by Jury . 167 § 22. Evidence........................... . 167 § 23. Decrees and Signing ofMinutes . 167 § 24. Enforcement of Orders 167 § 25. Executions................................. . 167 § 26. Attachments for Property . 167 § 27. Enforcemenl of Specific Perfonnance... . 168 § 28. Personal Representative to Serve Pending Appeal of Appointmenl....... . 168 § 29. Appeal Bonds of Personal Representatives . 168 § 31. Bill of Review 168 § 32. Common Law Applicable . 168 § 33. Issuance, Contents, Service, and Return of Citation, Notices, and Writs in Probate Matters . ........... 169 § 34. Service on Attorney.. .. .. ......... 171 § 34A. Attorneys Ad Litem.... .. . ..171 § 35. Waiver of Notice............... .. . .. 171 § 36. Duty and Responsibility of Judge.. .. . .. 171 § 368. Examination of Documents or Safe Deposit Box With Court Order ............ 172 § 36C. Delivery of Document With Court Order . .. 172 § 360. Examination of Document or Safc Deposit Box Without Court Order. .. 172 § 36E. Delivery of Document Without Court Order . . 172 § 36F. Restriction on Removal of Contents of Safe Dcposit Box . ............... .. 173 Chapter II. Descent and Distribution , , ,.." 173 § 37. Passage of Title Upon Intestacy and Under a Will............ . 173 § 37A. Means of Evidencing Disclaimer or Renunciation of Property or Interest 174 Rcceivable From a Decedent....... . § 37B. Assignment of Property Received from a Deccdctlt.. . 176 § 37C. Satisfaction of Devise . 176 § 38. Persons Who Take Upon Intestacy........................ . 180 § 39. No Distinctiotl Because ofPropeny's Source 180 § 40. Inheritance By and From an Adopted Child 181 § 41. Matters AffectitJg and Not Affecting tbe Right to Inherit... . 181 § 42. Inberitance Rights of Children 184 § 43. Detennination of Per Capita and Per Stirpes Distribution.. 185 § 44. Advancements.. . 186 § 45. Community Estate.................. ...............186 § 46. Joint Tenancies...... 187 § 47. Requiremcnt of Survival by 120 Hours.. . 187 § 47A. Marriage Voidable Based on McntaIIncapacity.. . 188 Chapter m. Determination Of Heirship § 48. Proceedings to Declare Heirship. When and Where Instituted xxx 188 188 § 49. Who May Institute Proceedings to Declare Heirship , § 50. Notice 189 § 51. Transfer of Proceeding When Will Probated or Administration Granted § 52. Recorded Instruments as Prima Facie Evidence § 52A Form of Affidavil of Facts Concerning ldentily of Heirs § 53. Evidence; Unknown Parties and Incapacitated Persons § 53A. Order for Genetic Testing Authorized § 538. Results of Genetie Testing; Admissibilily § 53C. Use of Genetic Testing Results in Certain Proceedings to Declare Heirship § 530. Additional Orders Authorized § 53E. Proceedings and Records Public § 54. Judgment § 55. Effect of Judgment § 56. Filing of Certified Copy of Judgment... Chapter IV. Execution and Revocation of Wills § 57. Who May Execute a Will ,...................................... § 58. Interests Which May Pass Under a Will , § 58a. Devises or Bequests to Trustees § 58b. Devises and Bequests That AIc Void , § 58c. Exercise of Power of Appointment § 59. Requisites ofa Will § 59A. Contracts Concerning Succession § 60. Exception Pertaining 10 Holographic Wills §61. BcquesttoWitoess § 62. Corroboration ofTeslimooy of Interested Witness § 63. Revocation of Wills § 64 [repealed). Capacily to Make I Nuncupative Will § 65 (repealed). Requisites of a Nuncupative Will § 67. Pretcnnitted Child § 68. Prior Ocath of Legatee § 69 Will Provisions Made Before Dissolution of Marriage § 69A. Changing Wills , § 70. Provision in Will for Management ofScparate Property........ § 70A. Increase in Securities; Accessions § 71. Deposit of Will With Court During Tcstator's Lifetime....... § 71A. No Right 10 Exoneration of Debts; Exception , 189 190 190 190 191 191 192 192 192 193 193 193 193 193 .. .. , .. . .. Chapter V. Probate and Grant of Administration Part 1. Estates of Decedents § 72. Proceedings Before Ocath; Administration in Absence of Direct Evidence of Death; Distribution; Limitation of Liability; Restoration of Estate; Validation of Proceedings § 73. Period for Probate § 74. Time to File Application for Letters Testamentary or Administration § 75. Duty and Liabilily ofCustodian of Will § 76. Persons Who May Make Application § 77. Order of Persons Qualified to Serve § 78. Persons Disqualified 10 Serve as Executor or Administrator §79. Waiver of Right to Serve § 80. Prevention of Administration , , 194 194 195 195 196 197 198 198 198 199 199 199 200 201 202 203 203 203 203 204 204 205 205 205 206 206 206 206 206 207 207 207 CONTENTS § 81. Contents of Application for Letters Testamentary § 82. Contents of Application for Letters of Administration § 83. Procedure Pertaining to a Second Application § 84. Proof of Written Will Produced in Court § 85. Proof of Written Will Not Produced in Court § 86 [repealed]. Proof of Nuncupative Will § 87. Testimony to Be Committed to Writing § 88. Proof Required for Probate and Issuance of Letters Testamentary or of Administration § 89. Action of Court on Probated Will § 89A. Contents of Application for Probate of Will as Muniment of Title § 89B. Proof Required for Probate ofa Will as a Muniment of Title § 89C. Probate of Wills as Muniments of Title § 90. Custody of Probated Wills § 91. When Will Not in Custody of Court § 92. Period for Probate Does Not Affect Settlement... § 93. Period for Contesting Probate § 94. No Will Effectual Until Probated Part 2. Procedure Pertaining to Foreign Wills § 95. Probate of Foreign Will Accomplished by Filing and Recording § 96. Filing and Recording Foreign Will in Deed Records § 97. Proof Required for Recording in Deed Records § 98. Effect of Recording Copy of Will in Deed Records § 99. Recording in Deed Records Serves as Notice of Title § 100. Contest of Foreign Wills § 101. Notice of Contest of Foreign Will § 102. Effect of Rejection of Will in Domiciliary Proceedings § 103. Original Probate of Foreign Will in This State § 104. Proof of Foreign Will in Original Probate Proceeding § 105. Executor of Will Probated in Another Jurisdiction § 105A. Appointment and Service of Foreign Banks and Trust Companies in Fiduciary Capacity § 106. When Foreign Executor to Give Bond § 107. Power of Sale of Foreign Executor or Trustee § 107A. Suit for the Recovery of Debts by a Foreign Executor or Administrator Part 3. Emergency Intervention Proceedings; Funeral and Burial Expenses § 108. § 109. § 110. § 111. § 112. § 113. § 114. § 115. Time to File Emergency Application Eligible Applicants for Emergency Intervention Requirements for Emergency Intervention Contents of Emergency Intervention Application for Funeral and Burial Expenses Contents for Emergency Intervention Application for Access to Personal Property Orders of Emergency Intervention Termination Limitation on Right of Surviving Spouse to Control Deceased's Burial or Cremation Part 4. Citations and Notices 207 208 208 209 210 210 210 210 211 211 212 212 212 212 213 213 213 213 214 214 214 215 215 215 215 215 215 216 216 216 217 217 217 217 217 217 217 218 218 218 219 219 219 § 128. Citations With Respect to Applications for Probate or for Issuance of Letters § 128A. Notice to Certain Beneficiaries After Probate of Will XXXll 220 220 CONTENTS § 128B. Notice to Heirs on Application to Probate Will After Four Years § 129. Validation of Prior Modes of Service of Citation § 129A. Service by Publication or Other Substituted Service Chapter VI. Special Types of Administration Part 1. Temporary Administration in the Interest of Estates of Dependents § § § § § 131A. Appointment of Temporary Administrators 132. Temporary Administration Pending Contest of a Will or Administration 133. Powers of Temporary Administrators 134. Accounting 135. Closing Temporary Administration Part 3. Small Estates § 137. § 138. § 139. § 140. § 141. § 142. § 143. 221 222 222 222 222 222 223 223 223 224 224 Collection of Small Estates Upon Affidavit Effect of Affidavit Application for Order of No Administration Hearing and Order Upon the Application Effect of Order Proceeding to Revoke Order Summary Proceedings for Small Estates After Personal Representative Appointed Part 4. Independent Administration § 145. Independent Administration § 146. Payment of Claims and Delivery of Exemptions and Allowances § 147. Enforcement of Claims by Suit § 148. Requiring Heirs to Give Bond § 149. Requiring Independent Executor to Give Bond § l49A. Accounting § l49B. Accounting and Distribution § 149C. Removal of Independent Executor § l49D. Distribution of Remaining Estate Pending Judicial Discharge § 149E. Judicial Discharge ofIndependent Executor § l49F. Court Costs and Other Charges Related to Final Account in Judicial Discharge § 149G. Rights and Remedies Cumulative § 150. Partition and Distribution or Sale of Property Incapable of Division § 151. Closing Independent Administration by Affidavit.. § 152. Closing Independent Administration Upon Application by Distributee § 153. Issuance of Letters § 154. Powers of an Administrator Who Succeeds an Independent Executor § l54A. Court-Appointed Successor Independent Executor Part 5. Administration of Community Property § 155. No Necessity for Administration of Community Property § 156. Liability of Community Property for Debts § 160. Powers of Surviving Spouse When No Administration Is Pending § 161 [repealed]. Community Administration § 162 [repealed]. Application for Community Administration § 163 [repealed]. Appointment of Appraisers § 164 [repealed]. Inventory, Appraisement, and List of Claims § 165 [repealed]. Bond of Community Administrator.. xxxm 224 225 225 225 225 225 226 226 226 228 228 229 229 229 230 230 231 231 231 231 231 231 232 232 233 233 234 234 235 235 235 235 235 235 235 CONTENTS § 166 [repealed]. Order of the Court § 167 [repealed]. Powers of Community Administrator. § 168. Accounting by Survivor : § 169 [repealed]. Payment of Debts § 170 [repealed]. New Appraisement or New Bond § 171 [repealed]. Creditor May Require Exhibit § 172 [repealed]. Action of Court Upon Exhibit § 173 [repealed]. Approval of Exhibit... § 174 [repealed]. Failure to File Exhibit.. § 175 [repealed]. Termination of Community Administration § 176. Remarriage of Surviving Spouse § 177. Distribution of Powers Among Personal Representatives and Surviving Spouse Chapter VII. Executors and Administrators Part 1. Appointment and Issuance of Letters § 178. § 179. § 180. § 181. § 182. § 183. § 186. § 187. § 188. When Letters Testamentary or of Administration Shall Be Granted Opposition to Grant of Letters of Administration Effect of Finding That No Necessity for Administration Exists Orders Granting Letters Testamentary or of Administration When Clerk Shall Issue Letters What Constitutes Letters Letters or Certificate Made Evidence Issuance of Other Letters Rights of Third Persons Dealing With Executors or Administrators Part 2. Oaths and Bonds of Personal Representatives § 189. How Executors, Administrators, and Guardians Shall QualifY § 190. Oaths of Executors and Administrators § 192. § 194. § 195. § 196. § 197. § 198. § 199. § 200. § 201. § 202. § 203. § 204. § 205. § 206. § 207. § 208. § 209. § 210. § 211. § 212. § 213. § 214. § 215. Time for Taking Oath and Giving Bond Bonds of Personal Representatives of Estates When No Bond Required Form of Bond Bonds to Be Filed Bonds of Joint Representatives Bonds of Married Persons Bond of Married Person Under Eighteen Years of Age (a) Affidavit of Personal Surety; (b) Lien on Specific Property, When Required; (c) Subordination of Lien Authorized Bond as Lien on Real Property of Surety When New Bond May Be Required Demand for New Bond by Interested Person Judge to Require New Bond Order Requiring New Bond Order Suspends Powers of Personal Representative Decrease in Amount of Bond Discharge of Sureties Upon Execution of New Bond Release of Sureties Before Estate Fully Administered Release of Lien Before Estate Fully Administered Release of Recorded Lien on Surety's Property Revocation of Letters for Failure to Give Bond Executor or Guardian Without Bond Required to Give Bond Order Requiring Bond xxxiv 236 236 236 236 236 236 236 236 236 236 236 236 236 236 237 237 237 237 238 238 238 238 238 238 238 238 239 239 241 241 241 241 241 241 241 242 242 242 242 242 243 243 243 243 243 243 243 243 243 CONTENTS § 216. Bond in Such Case § 217. Failure to Give Bond § 218. Bonds Not Void Upon First Recovery Part 3. Revocation of Letters, Death, Resignation, and Removal. § 220. Appointment of Successor Representative § 221. Resignation § 221A. Change of Resident Agent § 221B. Resignation of Resident Agent § 222. Removal § 222A. Reinstatement After Removal... Part 4. Subsequent Personal Representatives § 223. § 224. § 225. § 226. § 227. Further Administration With or Without Will Annexed Successors Succeed to Prior Rights, Powers, and Duties Additional Powers of Successor Appointee Subsequent Executors Also Succeed to Prior Rights and Duties Successors Return of Inventory, Appraisement, and List of Claims Part 5. General Powers of Personal Representatives § 230. Care of Property of Estates § 232. Representative of Estate Shall Take Possession of Personal Property and Records § 233. Collection of Claims and Recovery of Property § 233A. Suits by Executors or Administrators § 234. Exercise of Powers With and Without Court Order § 235. Possession of Property Held in Common Ownership § 238. Operation of Farm, Ranch, Factory, or Other Business § 238A. Administration of Partnership Interest by Personal Representative § 239. Payment or Credit of Income § 240. Joint Executors or Administrators Part 6. Compensation, Expenses, and Court Costs § 241. § 242. § 243. § 244. § 245. Compensation of Personal Representatives Expenses Allowed Allowance for Defending Will Expense Accounts When Costs Are Adjudged Against Representative Chapter VIII. Proceedings During Administration Part 1. Inventory, Appraisement, and List of Claims § 248. § 248. § 249. § 250. § 251. § 252. § 253. § 255. § 256. § 257. Appointment of Appraisers (Senate Bill 347 Version) Appointment of Appraisers (House Bill 3434 Version) Failure of Appraisers to Serve Inventory and Appraisement List of Claims Affidavit to be Attached Fees ofAppraisers Action by the Court Discovery of Additional Property Additional Inventory or List of Claims Required by Court xxxv 244 244 244 244 244 245 245 245 246 246 247 247 247 247 247 247 248 248 248 248 249 249 249 249 250 250 251 251 251 252 252 252 252 252 252 253 253 253 253 254 254 254 254 254 254 CONTENTS § 258. Correction Required When Inventory, Appraisement, or List of Claims Erroneous or Unjust.. § 259. Effect of Reappraisement § 260. Failure of Joint Personal Representatives to Return an Inventory, Appraisement, and List of Claims § 261. Use of Inventories, Appraisements, and Lists of Claims as Evidence Part 2. Withdrawing Estates of Deceased Persons from Administration § 262. § 263. § 264. § 265. § 266. § 267. § 268. § 269. Executor or Administrator Required to Report on Condition of Estate Bond Required to Withdraw Estate From Administration Court's Order Order of Discharge Lien on Property of Estate Withdrawn From Administration Partition of Estate Withdrawn From Administration Creditors May Sue on Bond Creditors May Sue Distributees Part 3. Setting Apart Homestead and Other Exempt Property, and Fixing the Family Allowance § 270. Liability ofHomestead for Debts § 271. § 272. § 273. § 274. § 275. § 276. § 277. § 278. § 279. § 280. § 281. § 282. § 283. § 284. § 285. § 286. § 287. § 288. § 289. § 290. § 291. § 292. § 293. Exempt Property to Be Set Apart To Whom Delivered Allowance in Lieu of Exempt Property How Allowance Paid To Whom Allowance Paid Sale to Raise Allowance Preference of Liens When Estate Is Solvent.. When Estate is Insolvent Exempt Property Not Considered in Determining Solvency Exempt Property Liable for Certain Debts Nature of Homestead Property Immaterial... Homestead Rights of Surviving Spouse When Homestead Not Partitioned When Homestead Can Be Partitioned Family Allowance to Surviving Spouses and Minors Amount of Family Allowance When Family Allowance Not Made Order Fixing Family Allowance Family Allowance Preferred To Whom Family Allowance Paid May Take Property for Family Allowance Sale to Raise Funds for Family Allowance 254 255 255 255 255 255 255 255 256 256 256 256 256 256 256 256 257 257 257 257 258 258 258 258 258 258 258 259 259 259 259 259 259 260 260 260 260 260 Part 4. Presentment and Payment of Claims 260 § 294. Notice by Representative of Appointrnent... 261 261 261 261 262 262 262 § 295. § 296. § 297. § 298. § 299. § 301. Notice to Holders of Secured Claims One Notice Sufficient Penalty for Failure to Give Notice Claims Against Estates of Decedents Tolling of General Statutes of Limitation Claims for Money Must be Authenticated xxxvi CONTENTS § 302. When Defects of Form Are Waived § 303. Evidence Concerning Lost or Destroyed Claims § 304. Authentication of Claim by Others Than Individual Owners § 306. Method of Handling Secured Claims for Money § 307. Claims Providing for Attorney's Fees § 308. Depositing Claims With Clerk § 309. Memorandum of Allowance or Rejection of Claim § 310. Failure to Endorse or Annex Memorandum § 311. When Claims Entered in Docket § 312. Contest of Claims, Action by Court, and Appeals § 313. Suit on Rejected Claim § 314. Presentment of Claims a Prerequisite for Judgment.. § 315. Costs of Suit With Respect to Claims § 316. Claims Against Personal Representatives § 317. Claims by Personal Representatives § 318. Claims Not Allowed After Order for Partition and Distribution § 319. Claims Not to be Paid Unless Approved § 320. Order of Payment of Claims and Allowances § 320A. Funeral Expenses § 321. Deficiency of Assets § 322. Classification of Claims Against Estates of Decedent.. § 322A. Apportionment of Taxes § 322B. Abatement of Bequests § 323. Joint Obligation , § 324. Representatives Not to Purchase Claims § 326. Owner May Obtain Order for Payment § 328. Liability for Nonpayment of Claims § 329. Borrowing Money Part 5. Sales : 262 262 263 263 265 265 265 265 265 266 266 266 266 266 267 267 267 268 268 268 268 269 272 272 272 272 272 273 273 § 331. Court Must Order Sales § 332. Sales Authorized by Will § 333. Certain Personal Property to be Sold § 334. Sales of Other Personal Property § 335. Special Provisions Pertaining to Livestock § 336. Sales of Personal Property at Public Auction § 337. Sales of Personal Property on Credit.. § 338. Sale of Mortgaged Property § 339. Sales of Personal Property to be Reported; Decree Vests Title § 340. Selection of Real Property to be Sold for Payment of Debts § 341. Application for Sale of Real Estate § 342. Contents of Application for Sale of Real Estate § 343 [repealed]. Setting of Hearing on Application § 344. Citation on Application § 345. Opposition to Application § 345A. Hearing on Application and Any Opposition § 346. Order of Sale § 347. Procedure When Representative Neglects to Apply for Sale § 348. Permissible Terms of Sale of Real Estate § 349. Public Sales of Real Estate § 350. Private Sales of Real Estate § 351. Sales of Easements and Right of Ways § 352. Representative Purchasing Property of the Estate xxxvii 273 274 274 274 274 274 274 274 275 275 275 275 275 275 275 275 276 276 276 276 277 277 277 CONTENTS § 353. § 354. § 355. § 356. § 357. § 358. 278 278 278 278 278 278 Reports of Sale Bond on Sale of Real Estate Action of Court on Report of Sale Deed Conveys Title to Real Estate Delivery of Deed, Vendor's and Deed of Trust Lien Penalty for Neglect Part 6. Hiring and Renting § 359. § 360. § 361. § 362. § 363. § 364. § 365. § 366. 278 Hiring or Renting Without Order of Court Liability of Personal Representative Order to Hire or Rent... Procedure in Case of Neglect to Rent Property When Property is Hired or Rented on Credit... Property Hired or Rented to be Returned in Good Condition Report of Hiring or Renting Action of Court on Report · Part 7. Mineral Leases, Pooling or Unitization Agreements, and Other Matters Relating to Mineral Properties § 367. § 368. § 369. § 370. § 371. § 372. Mineral Leases After Public Notice Mineral Leases at Private Sale Pooling or Unitization of Royalty or Minerals Special Ancillary Instruments Which May Be Executed Without Court Order Procedure When Representative of Estate Neglects to Apply for Authority Validation of Certain Leases and Pooling or Unitization Agreements Based on Previous Statutes Part 8. Partition and Distribution of Estates of Decedents § 373. Application for Partition and Distribution of Estates of Decedents § 374. Citation of Interested Persons § 375. Citation of Executor or Administrator.. § 377. Facts to be Ascertained Upon Hearing § 378. Decree of the Court § 378A. Satisfaction of Pecuniary Bequests § 378B. Allocation of Income and Expenses During Administration of Decedent's Estate § 379. Partition When Estate Consists of Money or Debts Only § 380. Partition and Distribution When Property is Capable of Division § 381. Partition and Distribution When Property of an Estate is Incapable of Division § 382. Property Located in Another County § 384. Damages for Neglect to Deliver Property § 385. Partition of Community Property § 386. Partition of Property Jointly Owned § 387. Expense of Partition Part lOA. Stocks, Bonds, and Other Personal Property § 398A. Holding of Stocks, Bonds, and Other Personal Property by Personal Representatives in Name of Nominee Part 11. Annual Accounts and Other Exhibits § 399. Annual Accounts Required § 400. Penalty for Failure to File Annual Account... § 401. Action Upon Annual Accounts xxxviii 279 279 279 279 279 279 279 279 280 280 282 282 283 283 283 284 284 284 284 284 284 285 285 286 286 287 287 287 287 287 288 288 288 288 288 289 289 CONTENTS § 402. Additional Exhibits of Estates of Decedents § 403. Penalty for Failure to File Exhibits or Reports Part 12. Final Settlement, Accounting, and Discharge § 404. Closing Administration of Estates of Decedents § 405. Account for Final Settlement of Estates of Decedents § 405A. Delivery of Property § 406. Procedure in Case of Neglect or Failure to File Final Account; Payments Due Meantime § 407. Citation Upon Presentation of Account for Final Settlement § 408. Action of the Court § 409. Money Becoming Due Pending Final Discharge § 410. Inheritance Taxes Must be Paid § 412. Offsets, Credits, and Bad Debts 414. Procedure if Representative Fails to Deliver Estate Chapter X. Payment of Estates into State Treasury § 427. § 428. § 429. § 430. § 431. § 432. § 433. When Estates to be Paid Into State Treasury Indispensability of Comptroller as Party Penalty for Neglect to Notify Comptroller Receipt of Comptroller Penalty for Failure to Make Payments to Comptroller Comptroller May Enforce Payment and Collect Damages Suit for the Recovery of Funds Paid to the Comptroller Chapter Xl. Nontestamentary Transfers Part 1. Multiple-Party Accounts 290 290 290 290 290 291 291 291 291 291 292 292 292 292 292 292 292 292 293 293 293 293 293 § 436. Defmitions § 437. Ownership as Between Parties and Others § 438. Ownership During Lifetirne § 438A. Convenience Account § 439. Right of Survivorship § 439A. Uniform Single-Party or Multiple-Party Account Form § 440. Effect of Written Notice to Financial Institution § 441. Accounts and Transfers Nontestamentary § 442. Rights of Creditors § 443. Protection of Financial Institutions § 444. Payment on Signature of One Party § 445. Payment of Joint Account After Death or Disability § 446. Payment ofP.O.D. Account § 447. Payment of Trust Account § 448. Discharge from Claims § 449. Set-Off to Financial Institution Part 2. Provisions Relating to Effect of Death § 450. Provisions for Payment or Transfer at Death Part 3. Community Property with Right of Survivorship § 451. Right of Survivorship § 452. Formalities § 453. Ownership and Management During Marriage xxxix 294 294 295 295 296 296 298 298 298 298 298 299 299 299 299 299 299 299 300 300 300 300 CONTENTS § 454. § 455. § 456. § 457. § 458. § 459. § 460. § 461. § 462. Transfers Nontestamentary Revocation Proof of Agreement Action of Court on Agreement Effect of Order Custody of Adjudicated Agreements Protection of Persons or Entities Acting Without Knowledge or Notice Rights of Creditors Coordination with Part 1 of Chapter XI Chapter XI-A. Provisions Applicable to Certain Nontestamentary Transfers § 471. Definitions § 472. Revocation of Certain Nontestamentary Transfers on Dissolution of Marriage § 473. Liability for Certain Payments, Benefits, and Property Chapter XII. Durable Power of Attorney Act § 481. § 482. § 483. § 484. § 485. Short Title Definition Duration Effect of Acts by Attorney in Fact or Agent During Incapacity ofPrincipal... Relation of Attorney in Fact or Agent to Court-Appointed Guardian of Estate § 485A. Effect of Principal's Divorce or Marriage Annulment if Former Spouse is Attorney in Fact or Agent... § 486. Knowledge of Death, Guardian of Estate, Revocation, Divorce, or Marriage Annulment; Good-Faith Acts § 487. Affidavit of Lack of Knowledge or Termination of Power; Recording; Good-Faith Reliance § 487A. Effect of Bankruptcy Proceeding § 488. Revocation of Durable Power of Attorney § 489. Recording Durable Power of Attorney for Real Property Transactions § 489B. Duty to Inform and Account.. § 490. Statutory Durable Power of Attorney § 491. Construction of Powers Generally § 492. Construction of Power Relating to Real Property Transactions § 493. Construction of Power Relating to Tangible Personal Property Transactions § 494. Construction of Power Relating to Stock and Bond Transactions § 495. Construction of Power Relating to Commodity and Option Transactions § 496. Construction of Power Relating to Banking and Other Financial Institution Transactions § 497. Construction of Power Relating to Business Operation Transactions § 498. Construction of Power Relating to Insurance Transactions § 499. Construction of Power Relating to Estate, Trust, and Other Beneficiary Transactions § 500. Construction of Power Relating to Claims and Litigation § 501. Construction of Power Relating to Personal and Family Maintenance § 502. Construction of Power Relating to Benefits From Certain Governmental Programs or Civil or Military Service § 503. Construction of Power Relating to Retirement Plan Transactions § 504. Construction of Power Relating to Tax Matters § 505. Existing Interest; Foreign Interests § 506. Uniformity of Application and Construction xl 301 301 30 I 301 301 301 302 303 303 303 303 304 304 304 304 305 305 305 305 305 306 306 306 306 306 307 307 309 309 310 310 310 310 311 312 312 312 313 313 314 314 314 314 CONTENTS Chapter XIII. Guardianship 314 Part 1. General Provisions 315 Subpart A. DefInitions; Purpose; Applicability; Proceedings in Rem § 601. § 602. § 603. § 604. Deflnitions Policy; Purpose of Guardianship Laws Applicable to Guardianships Proceeding In Rem Part 2. Guardianship Proceedings and Matters Subpart A. Jurisdiction § 605. § 606. § 607. § 608. § 609. 315 316 316 316 316 316 County Court Jurisdiction Jurisdiction with Respect to Guardianship Proceedings Matters Appertaining and Incident to an Estate Transfer of Guardianship Proceeding Contested Guardianship of the Person of a Minor Subpart B. Venue § 610. § 611. § 612. § 613. § 614. § 615. § 616. § 617. § 618. 315 316 316 318 318 318 318 Venue for Appointment of Guardian Concurrent Venue and Transfer for Want of Venue Application for Transfer of Guardianship to Another County Notice Court Action Transcript of Record Removal Effective Continuation of Guardianship New Guardian Appointed on Removal.. Subpart C. Duties and Records ofC1erk 319 319 319 319 319 319 320 320 320 320 § 621. Application and Other Papers to be Filed With Clerk § 622. Costs and Security § 623. Judge's Guardianship Docket § 624. Claim Docket. § 625. Case Files § 626. Guardianship Fee Book § 627. Maintaining Records in Lieu of Record Books § 627A. Index § 628. Use of Records as Evidence § 629. Call of the Dockets § 630. Clerk May Set Hearings § 631. Clerk's Duties Subpart D. Service and Notice 320 320 320 320 321 321 321 321 321 321 321 321 322 § 632. Issuance, Contents, Service, and Return of Citation, Notices, and Writs in Guardianship Matters § 633. Notice and Citation § 634. Service on Attomey § 635. Waiver of Notice § 636. Notices to Department of Veterans Affairs by Guardians xli 322 324 324 325 325 CONTENTS Subpart E. Trial and Hearing Matters 325 § 641. Defects in Pleading § 642. Standing to Commence or Contest Proceeding § 643. Trial by Jury § 644. Hearing by Subrnission § 645. Guardians Ad Litem § 645A. Immunity § 646. Appointment of Attorney ad Litem and Interpreter § 647. Duties of Attorney Ad Litem § 647A. Certification Requirement for Certain Court-Appointed Attorneys § 648. Court Visitor Program § 648A. Duties of Court Investigator § 649. Evidence § 650. Decrees and Signing of Minutes § 651. Enforcement of Orders 325 325 325 325 326 326 326 326 326 327 327 327 328 328 Subpart F. Post-Trial Matters § 653. § 654. § 655. § 656. § 657. 328 Execution Attachment for Property Guardian to Serve Pending Appeal of Appointment Appeal Bond of Guardian Bill of Review 328 328 328 328 328 Subpart G. Letters of Guardianship § 659. § 660. § 661. § 662. § 663. 328 Issuance of Letters of Guardianship Letters or Order Made Evidence Issuance of New Letters Rights of Third Persons Dealing With Guardian Validation of Certain Letters of Guardianship Subpart H. Compensation, Expenses, and Court Costs § 665. Compensation of Guardians and Temporary Guardians § 665A. Payment for Professional Services § 665B. Compensation of Certain Attorneys § 665C. Compensation for Collection of Claims and Recovery of Property § 666. Expenses Allowed § 667. Expense Account § 668. Costs Adjudged Against Guardian § 669. Costs Against Guardianship Subpart I. Duty and Responsibility of Court §67l. Judge's Duty § 672. Annual Determination Whether Guardianship Should be Continued, Modified, or Terminated Subpart J. Liability of Guardian 328 329 329 329 329 : 329 329 330 330 330 330 331 331 331 331 331 331 332 § 673. Liability of Guardian for Conduct of Ward xlii 332 CONTENTS Part 3. Appointment and Qualification of Guardians Subpart A. Appointment 332 332 § 674. Immunity of Guardianship Program § 675. Rights and Powers Retained by Ward § 676. Guardians of Minors § 677. Guardians of Persons Other Than Minors § 677A. Written Declarations by Certain Parents to Appoint Guardians for Their Children § 677B. Proof of Written Declaration of Certain Parents to Designate Children's Guardian § 678. Presumption Concerning Best Interest § 679. Designation of Guardian Before Need Arises § 679A. Proof of Written Declaration to Designate Guardian Before Need Arises § 680. Selection of Guardian by Minor § 681. Persons Disqualified to Serve as Guardians § 682. Application; Contents § 682A. Application for Appointment of Guardian for Certain Persons § 683. Court's Initiation of Guardianship Proceedings § 683A. Information Letter § 684. Findings Required § 685. Hearing for Appointment of Guardian; Right to Jury Trial § 686. Use of Records in Hearing to Appoint Guardian § 687. Examinations and Reports § 689. Preference of Ward § 690. Persons Appointed Guardian § 692. Dismissal of Application : § 693. Order of Court § 694. Term of Appointment of Guardian § 694A. Complete Restoration of Ward's Capacity or Modification of Guardianship § 694B. Contents of Application § 694C. Appointment of Attorney ad Litem § 694D. Hearing § 694E. Findings Required § 694F. Examinations and Reports Relating to Complete Restoration of Ward's Capacity or Modification of Guardianship § 694G. Order of Complete Restoration of Ward's Capacity § 694H. Modification of Guardianship § 6941. Dismissal of Application § 694J. Contents of Order § 694K. Attorney Retained on Ward's Behalf... § 694L. Payment for Guardians Ad Litem § 695. Appointment of Successor Guardian § 695A. Successor Guardians for Wards of Guardianship Programs or Governmental Entities § 696. Appointment of Private Professional Guardians § 696A. Appointment of Public Guardians § 696B. Appointment of Farnily Members or Friends § 697. Registration of Private Professional Guardians § 697A. List of Certain Public Guardians Maintained by County Clerks or Guardianship Certification Board xliii 332 332 332 333 333 334 335 335 336 337 337 337 338 338 339 339 339 340 340 341 341 341 341 342 342 342 343 343 343 343 344 344 344 344 344 344 345 345 345 345 345 345 346 CONTENTS § 697B. Certification Requirement for Private Professional Guardians and Public Guardians § 698. Access to Criminal History Records Subpart B. Qualification 347 § 699. How Guardians Qualify § 700. Oath of Guardian § 701. Time for Taking Oath and Giving Bond § 702. Bond Required of Guardian of the Person or Estate § 702A. Types of Bonds Acceptable for Guardian of the Person § 703. Bond of Guardian ofthe Estate §704. Form of Bond § 705. Bond to be Filed § 706. Bond of Joint Guardians § 707. Bond of Married Persons § 708. Bond of Married Person Younger Than 18 Years of Age § 708A. Bond of Guardianship Program § 709. Affidavit of Personal Surety; Lien on Specific Property When Required; Subordination of Lien Authorized § 710. Bond as Lien on Real Property of Surety § 711. When New Bond May be Required § 712. Demand for New Bond by Interested Person § 713. Judge to Require New Bond § 714. Order Requiring New Bond § 715. Order Suspends Powers of Guardians § 716. Decrease in Amount of Bond § 717. Discharge of Sureties on Execution of New Bond § 718. Release of Sureties Before Guardianship Fully Administered § 719. Release of Lien Before Guardianship Fully Administered § 720. Release of Recorded Lien on Surety's Property § 721. Revocation of Letters for Failure to Give Bond § 722. Guardian Without Bond Required to Give Bond § 723. Order Requiring Bond § 724. Amount of Bond § 725. Failure to Give Bond § 726. Bonds Not Void on First Recovery Part 4. Administration of Guardianship Subpart A. Inventory, Appraisement, and List of Claims § 727. § 728. § 729. § 730. § 731. § 732. § 733. § 734. § 735. § 736. § 737. 346 346 Appointment of Appraisers Failure of Appraiser to Serve Inventory and Appraisement List of Claims Affidavit Attached Appraiser Fees Court Action Discovery of Additional Property Additional Inventory or List of Claims Correction When Inventory, Appraisement, or List of Claims Erroneous or Unjust.. Effect of Reappraisement xliv 347 348 348 348 348 348 350 350 350 350 350 350 350 351 351 351 351 351 352 352 352 352 352 352 352 352 352 353 353 353 353 353 353 353 353 353 354 354 354 354 354 354 354 CONTENTS § 738. Failure of Joint Guardians to Return an Inventory, Appraisement, and List of Claims § 739. Use of Inventories, Appraisements, and Lists of Claims as Evidence Subpart B. Annual Accounts, Reports, and Other Exhibits § 741. § 742. § 743. § 744. Annual Accounts Required Action on Annual Accounts Reports of Guardians of the Person Penalty for Failure to File Accountings, Exhibits, or Reports Subpart C. Final Settlement, Accounting, and Discharge § 745. § 746. § 747. § 748. § 749. § 750. § 751. § 752. § 753. § 754. § 755. § 756. § 757. § 758. Settling Guardianships of the Estate Payment of Funeral Expenses and Other Debts on Death of Ward Termination of Guardianship of the Person Payment by Guardian ofTaxes or Expenses Account for Final Settlement of Estates of Wards Procedure in Case of Neglect or Failure to File Final Account or Report Citation on Presentation of Account for Final Settlement Court Action; Closing of Guardianship of Ward's Estate Money Becoming Due Pending Final Discharge Inheritance Taxes Must be Paid Appointment of Attorney to Represent Ward Offsets, Credits, and Bad Debts Accounting for Labor or Services of a Ward Procedure if Representative Fails to Deliver Estate Subpart D. Revocation of Letters, Death, Resignation, and Removal § 759. Appointment of Successor Guardian § 760. Resignation § 760A. Change of Resident Agent § 760B. Resignation of Resident Agent § 761(a). Removal (House Bill 230 Version) § 761(a). Removal (House Bill 1191 Version) § 761(a). Removal (Senate Bill 346 Version) § 761. Removal § 762. Reinstatement After Removal § 763. Additional Powers of Successor Guardian § 764. Subsequent Guardians Succeed to Prior Rights and Duties § 765. Successors' Return of Inventory, Appraisement, and List of Claims Subpart E. General Duties and Powers of Guardians § 767. Powers and Duties of Guardians of the Person § 768. General Powers and Duties of Guardian of the Estate § 769. Summary of Powers of Guardian of Person and Estate § 770. Care of Ward; Commitment § 770A. Administration of Medication Subpart F. Specific Duties and Powers of Guardians § 771. Guardian of Estate: Possession of Personal Property and Records § 772. Collection of Claims and Recovery of Property § 773. Suit by Guardian of Estate xlv 355 355 355 355 356 356 357 358 358 358 358 358 359 359 359 359 360 360 360 360 360 360 360 361 361 362 362 362 362 363 363 364 364 364 364 364 364 365 365 365 365 365 365 366 366 CONTENTS § 774. Exercise of Power With or Without Court Order § 775. Possession of Property Held in Common Ownership § 776. Sums Allowable for Education and Maintenance of Ward § 776A. Sums Allowable for Education and Maintenance of Ward's Spouse or Dependent § 777. Sums Allowed Parents for Education and Maintenance of Minor Ward § 778. Title of Wards Not to be Disputed § 779. Operation of Farm, Ranch, Factory, or Other Business § 780. Administration of Partnership Interest by Guardian § 781. Borrowing Money § 782. Powers, Duties, and Obligations of Guardian of Person Entitled to Government Funds Subpart G. Claims Procedures § 783. § 784. § 785. § 786. § 787. § 788. § 789. § 790. § 791. § 792. § 793. § 794. § 795. § 796. § 797. § 798. § 799. § 800. § 801. § 802. § 803. § 804. § 805. § 806. § 807. § 808. § 809. 367 367 367 367 368 368 368 369 Notice by Guardian of Appointment Notice to Holders of Recorded Claims One Notice Sufficient; Penalty for Failure to Give Notice Claims Against Wards Tolling of General Statutes of Limitation Claims Must be Authenticated When Defects of Form are Waived Evidence Concerning Lost or Destroyed Claims Authentication of Claim by Others Than Individual Owners Guardian's Payment of Unauthenticated Claims Method of Handling Secured Claims Claims Providing for Attorney's Fees Depositing Claims With Clerk Memorandum of Allowance or Rejection of Claim Failure to Endorse or Annex Memorandum Claims Entered in Docket.. Contest of Claims, Action by Court, and Appeals Suit on Rejected Claim Presentment of Claims a Prerequisite for Judgment Costs of Suit With Respect to Claims Claims by Guardians Claims Not to be Paid Unless Approved Order of Payment of Claims Deficiency of Assets Guardian Not to Purchase Claims Proceeds of Sale of Mortgaged Property Liability for Nonpayment of Claims Subpart H. Sales § 811. § 812. § 813. § 814. § 815. § 816. § 817. § 818. § 819. 366 366 366 369 369 369 369 369 370 370 370 370 370 370 371 371 371 371 371 371 371 372 372 372 372 372 372 372 373 373 373 Court Must Order Sales Certain Personal Property to be Sold Sales of Other Personal Property Special Provisions Pertaining to Livestock Sales of Personal Property at Public Auction Sales of Personal Property on Credit.. Sale of Mortgaged Property Sales of Personal Property Reported; Decree Vests Title Selection of Real Property Sold for Payment of Debts xlvi 373 373 373 373 374 374 374 374 374 CONTENTS § 820. Application for Sale of Real Estate § 821. Contents of Application for Sale of Real Estate § 822 [repealed]. Setting of Hearing on Application § 823. Citation on Application § 824. Opposition to Application § 824A. Hearing on Application and Any Opposition § 825. Order of Sale § 826. Procedure When Guardian Neglects to Apply For Sale § 827. Permissible Terms of Sale of Real Estate § 828. Public Sale of Real Estate § 829. Private Sale of Real Estate § 830. Sales of Easements and Rights of Way § 831. Guardian Purchasing Property of the Estate § 832. Report of Sale § 833. Bond on Sale of Real Estate § 834. Action of Court on Report of Sale § 835. Deed Conveys Title to Real Estate § 836. Delivery of Deed, Vendor's Lien, and Deed of Trust Lien § 837. Penalty for Neglect Subpart I. Hiring and Renting § 839. § 840. § 841. § 842. § 843. § 844. § 845. § 846. 378 Hiring or Renting Without Order of Court Liability of Guardian Order to Hire or Rent... Procedure in Case of Neglect to Rent Property Property Hired or Rented on Credit.. Property Hired or Rented Returned in Good Condition Report of Hiring or Renting Court Action on Report Subpart J. Mineral Leases, Pooling or Unitization Agreements, and Other Matters Relating to Mineral Properties § 847. § 848. § 849. § 850. § 851. § 852. 374 375 375 375 375 375 375 375 376 376 376 377 377 377 377 377 378 378 378 Mineral Leases After Public Notice Mineral Leases at Private Sale Pooling or Unitization of Royalty or Minerals Special Ancillary Instruments Executed Without Court Order. Procedure When Guardian of Estate Neglects to Apply for Authority Validation of Certain Leases and Pooling or Unitization Agreements Based on Previous Statutes 378 378 378 378 378 378 379 379 379 379 381 381 382 382 382 Subpart K. Partition of Ward's Estate in Realty 382 § 853. Partition of Ward's Interest in Realty 383 Subpart L. Investments and Loans of Estates of Wards § 854. Guardian Required to Keep Estate Invested Under Certain Circumstances § 855. Standard for Management and Investments § 855A. Retention of Assets § 855B. Procedure for Making Investments or Retaining Estate Assets § 856. Other Investments § 857. Investment in or Continued Investment in Life Insurance or Annuities § 858. Loans and Security for Loans xlvii 383 383 383 384 384 385 385 386 CONTENTS § 860. § 861. § 862. § 863. Guardian's Investments in Real Estate Opinion of Attorney With Respect to Loans Report of Loans Liability of Guardian and Guardian's Surety · ·.. · Subpart M. Tax Motivated and Charitable Gifts § 865. Power to Make Tax-Motivated Gifts § 865A. Inspection of Certain Instrument for Estate Planning Purposes § 866. Contributions Subpart N. Management Trusts 387 387 388 388 389 § 867. Creation of Management Trust § 867A. Venue § 868. Terms of Management Trust § 868A. Discharge of Guardian of Estate and Continuation of Trust.. § 868B. Bond Requirement for Certain Trustees § 869. Trust Amendment, Modification, or Revocation § 869A. Successor Trustee § 869B. Applicability of Texas Trust Code § 869C. Jurisdiction Over Trust Matters § 870. Termination of Trust § 871. Annual Accounting § 872. Liability § 873. Distribution of Trust Property Part 5. Special Proceedings and Orders Subpart A. Temporary Guardianships § 874. § 875. § 876. § 877. § 878. § 879. 386 387 387 387 389 390 390 390 391 391 391 391 391 391 391 391 391 391 391 Presumption of Incapacitation Temporary Guardian-Procedure Authority of Temporary Guardian Powers of Temporary Guardian Accounting Closing Temporary Guardianship Subpart B. Guardianships for Nonresidents § 881. Nonresident Guardian § 881A. Nonresident Guardian's Removal of Ward's Property From State § 882. Nonresident as Ward Subpart C. Incapacitated Spouse and Community Property § 883. Incapacitated Spouse § 883A. Recovery of Capacity § 883B. Accounting, Inventory, and Appraisement by Community Administrator § 883C. Removal of Community Administrator § 883D. Appointment of Attorney ad Litem for Incapacitated Spouse § 884. Delivery to Spouse § 884A. Lawsuit Information Subpart D. Receivership for Minors and Other Incapacitated Persons § 885. Receivership 392 392 393 393 393 393 393 393 394 394 394 394 395 395 395 396 396 396 396 396 xlviii CONTENTS Subpart E. Payment of Claims without Guardianship 397 § 887. Payment of Claims Without Guardianship and Administration of Terminated Guardianship Assets 397 Subpart F. Sale of Property of Minors and Certain Wards § 889. Sale of Property of a Minor by a Parent Without Guardianship § 889A. Mortgage of Residential Homestead Interest of a Minor Without Guardianship § 890. Sale of Property of Ward Without Guardianship of the Estate § 890A. Mortgage of Residential Homestead Interest of a Minor Subpart G. Interstate Guardianships § 891. Transfer of Guardianship to Foreign Jurisdiction § 893. Review of Transferred Guardianship § 894. Guardianship Proceedings Filed in This State and in Foreign Jurisdiction Subpart H. Contracts in Arts, Entertainment, Advertisement, and Sports Definitions Construction Approval of Certain Contracts ofMinors; Not Voidable Net Earnings of Minor; Set Aside and Preservation Guardian Ad Litem XIV. Property Code 402 402 402 403 403 403 405 Chapter 5. Conveyances 405 Subchapter A. General Provisions 405 Fee Simple Failing as a Conveyance Partial Conveyance Conveyance by Authorized Officer Aliens Duties of Life Tenant... Subchapter C. Future Estates 405 405 405 405 405 405 405 § 5.041. Future Estates § 5.042. Abolition of Common-Law Rules § 5.043. Reformation of Interests Violating Rule Against Perpetuities Title 4. Actions and Remedies 405 406 406 406 Chapter 26. Use of a Deceased Individual's Name, Voice, Signature, Photograph, or Likeness § 26.001. § 26.002. § 26.003. § 26.004. 401 401 402 402 405 Title 2. Conveyances § 5.001. § 5.002. § 5.003. § 5.004. § 5.005. § 5.009. 399 399 400 400 401 § 892. Receipt and Acceptance of Foreign Guardianship § 901. § 902. § 903. § 904. § 905. 399 DefJnitions Property Right Established Applicability Transferability 406 406 407 407 407 xlix CONTENTS § 26.005. § 26.006. § 26.007. § 26.008. § 26.009. § 26.010. § 26.011. § 26.012. § 26.013. § 26.014. § 26.015. Ownership After Death of Individual Registration of Claim Effect of Registration Exercise of Ownership for First Year Following Death of Individual... Exercise of Ownership After First Year Following Death of Individual Termination Unauthorized Uses Permitted Uses Liability for Unauthorized Use Other Rights Not Affected Defenses to Liability 407 407 407 407 408 408 408 408 408 408 408 Title 5. Exempt Property and Liens 409 Subtitle A. Property Exempt from Creditors' Claims 409 Chapter 41. Interests in Land Subchapter A. Exemptions in Land Defined § 41.001. Interests in Land Exempt from Seizure § 41.002. Definition of Homestead § 41.003. § 41.004. § 41.005. § 41.0051. § 41.006. § 41.007. § 41.008. Temporary Renting ofa Homestead Abandonment of a Homestead Voluntary Designation of Homestead Disclaimer and Disclosure Required Certain Sales of Homestead Home Improvement Contract Conflict With Federal Law Subchapter B. Designation of a Homestead in Aid of Enforcement of a Judgment Debt.. § 41.021. § 41.022. § 41.023. § 41.024. Notice to Designate Designation by Homestead Claimant Designation by Commissioner.. Sale of Excess Chapter 42. Personal Property § 42.001. Personal Property Exemption § 42.002. Personal Property § 42.0021. Additional Exemption for Certain Savings Plans § 42.0022. Exemption for College Savings Plans § 42.003. Designation of Exempt Property § 42.004. Transfer of Nonexempt Property § 42.005. Child Support Liens Title 6. Unclaimed Property Chapter 71. Escheat of Property Subchapter A. General Provisions § 71.001. Escheat § 71.002. Presumption of Death 409 409 409 409 410 410 410 410 411 411 411 411 411 411 412 412 412 412 413 413 414 414 414 414 414 414 414 415 415 CONTENTS § 71.003. § 71.004. § 71.005. § 71.006. § 71.007. Presumption of Intestacy Presumption of Death Without Heirs Act of Ownership Review of Probate Decree Identification of Real Property Subject to Escheat Subchapter B. Escheat Proceedings § 71.101. § 71.102. § 71.103. § 71.104. § 71.105. § 71.106. § 71.107. § 71.1 08. § 71.109. 415 Petition for Escheat.. Citation Party to Proceeding Appearance ofClairnants Trial Default Judgment Judgment for State Costs Paid by State Appeal; Writ of Error 415 416 416 416 416 416 416 417 417 Subchapter C. Disposition of Escheated Property § 71.201. Seizure and Sale of Personal Property § 71.202. Disposition of Real Property § 71.203. Account of Escheated Property Subchapter D. Recovery of Escheated Property § 71.301. § 71.302. § 71.303. § 71.304. 415 415 415 415 415 Suit for Escheated Personal Property Recovery of Personal Property Suit for Escheated Real Property State as Party in Suit for Assets Chapter 72. Abandonment of Personal Property Subchapter A. General Provisions 417 417 417 417 417 417 418 418 418 418 418 § 72.001. Application of Chapter 418 Subchapter B. Presumption of Abandonment § 72.101. Personal Property Presumed Abandoned § 72.102. Traveler's Check and Money Order § 72.103. Preservation of Property Chapter 73. Property Held by Financial Institutions Subchapter A. General Provisions 419 419 419 419 420 420 § 73.001. Definitions and Application of Chapter § 73.002. Depository § 73.003. Preservation of Inactive Account or Safe Deposit Box Subchapter B. Presumption of Abandonment § 73.101. Inactive Account or Safe Deposit Box Presumed Abandoned § 73.102. Checks Ii 420 420 420 420 420 421 CONTENTS Title 9. Trusts 421 Subtitle A. Provisions Generally Applicable to Trusts 421 Chapter 101. Provisions Generally Applicable to Trusts § 101.001. Conveyance by Person Designated as Trustee § 101.002. Liability ofTrust Property Subtitle B. Texas Trust Code: Creation, Operation, and Termination of Trusts Chapter 111. General Provisions § 111.001. § 111.002. § 111.003. § 111.0035. § 111.004. § 111.005. § 111.006. 421 421 422 422 424 Short Title Construction of Subtitle Trusts Subject to this Subtitle Default and Mandatory Rules; Conflict Between Terms and Statute Definitions Reenactment of Common Law Application 424 424 424 425 426 427 427 Chapter 112. Creation, Validity, Modification, and Termination of Trusts 427 Subchapter A. Creation § 112.001. § 112.002. § 112.003. § 112.004. § 112.005. § 112.006. § 112.007. § 112.008. § 112.009. § 112.010. 427 Methods of Creating Trust.. Intention to Create Trust.. Consideration Statute of Frauds Trust Property Additions to Trust Property Capacity of Settlor Capacity of Trustee Acceptance by Trustee Acceptance or Disclaimer by or on Behalf of Beneficiary Subchapter B. Validity 431 § 112.031. § 112.032. § 112.033. § 112.034. Trust Purposes Active and Passive Trusts; Statute of Uses Reservation of Interests and Powers by Settlor Merger § 112.035. Spendthrift Trusts § 112.036. Rule Against Perpetuities § 112.037. Trust For Care ofAnimal Subchapter C. Revocation, Modification, and Termination of Trusts § 112.051. § 112.052. § 112.053. § 112.054. § 112.055. § 112.056. 427 428 428 428 429 429 429 429 430 430 Revocation, Modification, or Amendment by Settlor Termination Disposition of Trust Property on Failure of Trust... Judicial Modification or Termination of Trusts Amendment of Charitable Trusts by Operation of Law Permissive Amendment by Trustee of Charitable Trust Iii 431 432 432 432 433 434 434 434 435 435 435 435 436 436 CONTENTS § 112.057. Division and Combination of Trusts § 112.058. Conversion of Community Trust to Nonprofit Corporation § 112.059. Termination ofUneconomic Trust Chapter 113. Administration 437 437 438 438 Subchapter A. Powers of Trustee 438 § 113.001. Limitation of Powers § 113.002. General Powers § 113.003. Options § 113.004. Additions to Trust Assets § 113.005. Acquisition of Undivided Interests § 113.006. General Authority to Manage and Invest Trust Property § 113.007. Temporary Deposits of Funds § 113.008. Business Entities § 113.009. Real Property Management § 113.010. Sale of Property § 113.011. Leases § 113.012. Minerals § 113.013. Insurance § 113.014. Payment of Taxes § 113.015. Authority to Borrow § 113.016. Management of Securities § 113.017. Corporate Stock or Other Securities Held in Name ofNominee § 113.018. Employment of Agents § 113.019. Claims § 113.020. Burdensome or Worthless Property § 113.021. Distribution to Minor or Incapacitated Beneficiary § 113.0211. Adjustment of Charitable Trust § 113.022. Power to Provide Residence and Pay Funeral Expenses § 113.023. Ancillary Trustee § 113.024. Implied Powers § 113.025. Powers of Trustee Regarding Environmental Laws § 113.026. Authority to Designate New Charitable Beneficiary § 113.027. Distributions Generally § 113.028. Certain Claims and Causes of Action Prohibited Subchapter B. Duties of Trustee 439 439 439 439 439 439 439 439 439 440 440 440 440 441 441 441 441 442 442 442 442 442 443 443 443 443 444 444 445 445 § 113.051. General Duty § 113.052. Loan of Trust Funds to Trustee § 113.053. Purchase or Sale of Trust Property by Trustee § 113.054. Sales from One Trust to Another § 113.055. Purchase of Trustee's Securities § 113.056. Authorization to Make Certain Investments § 113.057. Deposits by Corporate Trustee With Itself § 113.058. Bond § 113.060 [repealed]. Informing Beneficiaries Subchapter C. Resignation or Removal of Trustee, and Authority of Multiple and Successor Trustees § 113.081. Resignation of Trustee § 113.082. Removal of Trustee 445 445 445 447 447 447 448 448 448 449 449 449 liii CONTENTS § 113.083. Appointment of Successor Trustee § 113.084. Powers of Successor Trustee § 113.085. Exercise of Powers by Multiple Trustees Subchapter E. Accounting By Trustee ················ ·..·..·· 449 449 450 ·············· 450 § 113.151. Demand for Accounting § 113.152. Contents of Accounting 450 451 Subchapter F. Common Trust Funds 451 § 113.171. Common Trust Funds § 113.172. Affiliated Institutions 451 451 Chapter 114. Liabilities, Rights, and Remedies of Trustees, Beneficiaries, and Third Persons Subchapter A. Liability of Trustee § 114.001. § 114.002. § 114.003. § 114.004. § 114.005. § 114.006. 451 Liability of Trustee to Beneficiary Liability of Successor Trustee for Breach of Trust by Predecessor Powers to Direct Actions Taken Prior to Knowledge or Notice of Facts Release of Liability by Beneficiary Liability of Cotrustees for Acts of Other Subchapter B. Liability of Beneficiary § 114.007. § 114.008. § 114.031. § 114.032. 452 452 453 453 453 453 454 Exculpation of Trustee Remedies for Breach of Trust... Liability of Beneficiary to Trustee Liability for Written Agreements Subchapter C. Rights of Trustee § 114.061. § 114.062. § 114.063. §114.064. 451 454 454 455 455 455 Compensation Exoneration or Reimbursement for Tort General Right to Reimbursement Costs Subchapter D. Third Persons 456 456 456 456 456 § 114.081. Protection of Person Dealing with Trustee § 114.082. Conveyance by Trustee § 114.0821. Liability of Trust Property § 114.083. Rights and Liabilities for Committing Torts § 114.084. Contracts of Trustee § 114.085. Partnerships § 114.086. Certification of Trust Chapter 115. Jurisdiction, Venue, and Proceedings Subchapter A. Jurisdiction and Venue 457 457 457 457 458 458 458 459 459 § 115.001. Jurisdiction § 115.002. Venue 459 460 liv CONTENTS Subchapter B. Parties, Procedure, and Judgments § 115.011. § 115.012. § 115.013. § 115.014. § 115.015. § 115.016. § 115.017. Parties Rules of Procedure Pleadings and Judgments Guardian Ad Litem Notice to Beneficiaries of Tort or Contract Proceeding Notice Waiver of Notice Chapter 116. Uniform Principal and Income Act.. Subchapter A. Definitions, Fiduciary Duties, and Other Miscellaneous Provisions § 116.001. § 116.002. § 116.003. § 116.004. § 116.005. § 116.006. § 116.007. Short Title Definitions Uniformity of Application and Construction Fiduciary Duties; General Principles Trustee's Power to Adjust Judicial Control of Discretionary Power.. Provisions Regarding Noncharitable Unitrusts Subchapter B. Decedent's Estate or Terminating Income Interest § 116.051. Determination and Distribution of Net Income § 116.052. Distribution to Residuary and Remainder Beneficiaries Subchapter C. Apportionment at Beginning and End of Income Interest § 116.101. When Right to Income Begins and Ends § 116.102. Apportionment of Receipts and Disbursements When Decedent Dies or Income Interest Begins § 116.103. Apportionment When Income Interest Ends 460 461 461 461 462 462 462 462 462 463 463 463 464 464 465 466 467 467 467 468 468 469 469 469 Subchapter D. Allocation of Receipts During Administration ofTrust.. 469 Part 1. Receipts from Entities 469 § 116.151. Character of Receipts § 116.152. Distribution from Trust or Estate § 116.153. Business and Other Activities Conducted by Trustee Part 2. Receipts Not Normally Apportioned § 116.161. Principal Receipts § 116.162. Rental Property § 116.163. Obligation to Pay Money § 116.164. Insurance Policies and Similar Contracts Part 3. Receipts Normally Apportioned § § § § § § 116.171. 116.172. 116.173. 116.174. 116.175. 116.176. 470 470 470 470 471 471 471 471 472 Insubstantial Allocations Not Required Deferred Compensation, Annuities, and Similar Payments Liquidating Asset... Minerals, Water, and Other Natural Resources Timber Property Not Productive of Income Iv 472 472 473 473 474 474 CONTENTS § 116.177. Derivatives and Options § 116.178. Asset-Backed Securities 474 475 Subchapter E. Allocation of Disbursements During Administration of Trust... § 116.201. § 116.202. § 116.203. § 116.204. § 116.205. § 116.206. Disbursements From Income Disbursements From Principal Transfers From Income to Principal for Depreciation Transfers From Income to Reimburse Principal Income Taxes Adjustments Between Principal and Income Because of Taxes Chapter 117. Uniform Prudent Investor Act § 117.001. § 117.002. § 117.003. § 117.004. § 117.005. § 117.006. § 117.007. § 117.008. § 117.009. § 117.010. § 117.011. § 117.012. 477 477 478 478 478 479 479 479 479 479 480 480 480 Chapter 121. Employees' Trusts 480 Subchapter A. Pension Trusts 480 Pension Trusts Employees of Controlled Corporations Application of Texas Trust Code [Act] Rule Against Perpetuities Accumulation of Income 480 480 480 481 481 Subchapter B. Death Benefits Under Employees' Trusts § 121.051. § 121.052. § 121.053. § 121.054. § 121.055. § 121.056. § 121.057. § 121.058. 475 475 476 476 476 477 477 Short Title Uniformity of Application and Construction Prudent Investor Rule Standard of Care; Portfolio Strategy; Risk and Return Objectives Diversification Duties at Inception of Trusteeship Loyalty Impartiality Investment Costs Reviewing Compliance Delegation of Investment and Management Functions Language Invoking Standard of Chapter Subtitle C. Miscellaneous Trusts § 121.001. § 121.002. § 121.003. § 121.004. § 121.005. 475 481 Defmitions Payment of Death Benefit to Trustee Validity of Trust Declaration Unclaimed Benefits Exemption from Taxes and Debts Commingling of Assets Prior Designations Not Affected Construction 481 481 482 482 482 482 482 482 Chapter 123. Attorney General Participation in Proceedings Involving Charitable Trusts § 123.001. Defmitions ,' § 123.002. Attorney General's Participation § 123.003. Notice lvi , 482 483 483 483 CONTENTS § 123.004. Voidable Judgment or Agreement.. § 123.005. Breach of Fiduciary Duty 483 484 Title 10. Miscellaneous Beneficial Property Interests 484 Subtitle A. Persons Under Disability 484 Chapter 141. Transfers to Minors 484 § 141.001. § 141.002. § 141.003. § 141.004. § 141.005. § 141.006. § 141.007. § 141.008. § 141.009. § 141.010. § 141.011. § 141.012. § 141.013. § 141.014. § 141.015. § 141.016. § 141.017. § 141.018. § 141.019. § 141.020. § 141.021. § 141.022. § 141.023. § 141.024. § 141.025. Short Title Definitions Scope and Jurisdiction Nomination of Custodian Transfer by Gift or Exercise of Power of Appointment... Transfer Authorized by Will or Trust.. Other Transfer by Fiduciary Transfer by Obligor Receipt for Custodial Property Manner of Creating Custodial Property and Effecting Transfer; Designation of Initial Custodian; Control Single Custodianship Validity and Effect ofTransfer.. Care of Custodial Property Powers of Custodian Use of Custodial Property Custodian's Expenses, Compensation, and Bond Exemption of Third Person From Liability Liability to Third Person Renunciation, Resignation, Death, or Removal of Custodian; Designation of Successor Custodian Accounting by and Determination of Liability Termination of Custodianship Applicability Effect on Existing Custodianships Uniformity of Application and Construction Additional Transfers to Custodianships in Existence Before Effective Date of Act. Chapter 142. Management of Property Recovered in Suit by a Next Friend or Guardian Ad Litem § 142.001. § 142.002. § 142.003. § 142.004. § 142.005. § 142.006. § 142.007. § 142.008. § 142.009. Management by Decree Management by Bonded Manager Compensation and Duties of Managers Investment of Funds Trust for Property Claims Against Property Incapacitated Person Structured Settlement Annuity Contract Requirements for Structured Settlement Ivii 484 484 485 485 486 486 486 486 487 487 488 488 488 489 489 489 490 490 490 491 491 491 491 492 492 492 492 492 492 492 493 495 495 495 495 CONTENTS Subtitle B. Fiduciaries 495 Chapter 163. Management, Investment, and Expenditure of Institutional Funds 495 § § § § § 163.001. 163.002. 163.003. 163.004. 163.005. § 163.006. § 163.007. § 163.008. § 163.009. § 163.010. § 163.011. Short Title Legislative Findings and Purpose Definitions Standard of Conduct in Managing and Investing Institutional Fund Appropriation for Expenditure or Accumulation of Endowment Fund; Rules of Construction Delegation of Management and Investment Functions Release or Modification of Restrictions on Management, Investment, or Purpose Reviewing Compliance Relation to Electronic Signatures in Global and National Commerce Act Uniformity of Application and Construction Applicability of Other Parts of Code Subtitle C. Powers of Appointment 497 498 498 499 499 499 499 499 Chapter 181. Powers of Appointment Subchapter A. General Provisions 499 500 § 181.001. Definitions § 181.002. Application § 181.003. Chapter Not Exclusive 500 500 500 500 § 181.004. Construction Subchapter B. Release of Powers of Appointment § 181.051. § 181.052. § 181.053. § 181.054. § 181.055. § 181.056. § 181.057. § 181.058. 496 496 496 496 Authority of Donee to Release Power Requisites of Release Release by Guardian Effect of Release on Multiple Donees Notice of Release Recording Effect of Failure to Deliver or File Restraints on Alienation or Anticipation Subchapter C. Exercise of Powers of Appointment.. § 181.081. ExtentofPower § 181.082. General Exercise § 181.083. Creating Additional Powers Iviii 500 500 500 500 SOl 501 501 501 501 501 501 501 502 CONTENTS xv. Tax Code 503 Title 1. Property Tax Code 503 Subtitle C. Taxable Property and Exemptions 503 Chapter 11. Taxable Property and Exemptions Subchapter B. Exemptions 503 503 § 11.13. Residence Homestead 503 Title 2. State Taxation 505 Subtitle J. Inheritance Tax 505 Chapter 211. Inheritance Taxes 505 Subchapter B. Inheritance Taxes: Federal Estate Tax Credit and Generation-Skipping Transfer Tax Credit § 211.051. § 211.052. § 211.053. § 211.054. § 211.055. Tax on Property ofResident.. Tax on Property of Nonresident Tax on Property of Alien Tax on Property Included in Generation-Skipping Transfer. Maximum Tax XVI. Transportation Code 505 505 506 506 506 506 507 Title 7. Vehicles and Traffic 507 Subtitle A. Certificates of Title and Registration of Vehicles 507 Chapter 501. Certificate of Title Act Subchapter B. Certificate of Title Requirements § 501.031. Rights of Survivorship Agreement Subtitle B. Driver's Licenses and Personal Identification Cards Chapter 521. Driver's Licenses and Certificates SubchapterQ. Anatomical Gifts 507 507 507 507 507 507 § 521.401. Statement of Gift § 521.402. Revocation of Statement of Gift lix 508 508 CONTENTS XVII. United States Code 509 Title 10. Armed Forces 509 Subtitle A. General Military Law 509 Part II. Personnel 509 Chapter 53. Miscellaneous Rights and Benefits § lO44d. Military Testamentary Instruments: Requirement for Recognition by States 509 509 Title 26. Internal Revenue Code 510 Subtitle B. Estate and Gift Taxes 510 Chapter 11. Estate Tax 510 Subchapter C. Miscellaneous 510 § 2206. Liability of Life Insurance Beneficiaries § 2207. Liability of Recipient of Property Over Which Decedent Had Power of Appointment § 2207A. Right of Recovery in the Case of Certain Marital Deduction Property 510 510 511 Chapter 12. Gift Tax 511 Subchapter B. Transfers 511 § 2518. Disclaimers 511 Title 31. Money and Finance 512 Subtitle m. Financial Management 512 Chapter 37. Claims 512 Subchapter n. Claims of the United States Government § 3713. Priority of Government Claims 512 512 Table a/Cases 513 Index 515 Ix
