TEXAS FORMS
VOLUME 12
ADMINISTRATION OF DECEDENTS'
ESTATES AND GUARDIANSHIPS
SECOND EDITION
BY
AEOYSIUS A. LEOPOLID
Professor of Law, St. Mary's University
of San Antonio, Texas
GERRY WmBEYER
Professor of Law, St. Mary's University
of San Antonio, Texas
Sections 1.1to 23
ST. PAUL, MINNm
WEST PUBLISHING GO.
1996
TEXAS FORMS
VOLUME 12A
ADMINISTRATION OF DECEDENTS'
ESTATES AND GUARDIANSHIPS
SECOND EDITION
BY
ALQYSIUS A. LEOPOLD
Professor of Law, St. Mary's University
of San Antonio, Texas
GERRY W. BEYER
Professor of Law, St. Mary's University
of San Antonio, Texas
Sections 23.1 to 54
ST. PAUL, MINN.
WEST PUBLISHING CO.
1998
TEXAS FORMS
VOLUME 12B
ADMINISTRATION OF DECEDENTS'
ESTATES AND GUARDIANSHIPS
SECOND EDITION
BY
ALOYSIUS A. LEOPOLD
hfessor of Law, St. Mary's University
of San Antonio, Texas
GERRY W. $EYER
Professor of Law, St. Mary's University
of San Antonio, Texas
Sections 54.1 to End
Tables and Index
ST* PAUL* MINN.
WEST PUBLISHING CO.
I996
(Including New and Retifled Sections)
Volume 12
Chapter
'Page
1. Standad Provisions . ~ . . . ~ ~ . . . . . ~ ~ ~ 1~ . ~ ~ ~
PART I. DECEDENTS' ESTATES
Transfer of Proceedings
.-Venue ......- ......- --.
..-- - - - .- - -.- --- - - - - ....- .....- - - - - ...---+...
.-..----.-----.
Citatiom ........-...--.
....- - -- - - -.-- - - - - - - -.- -.-.-..- - --- -.----- -- - - ---.- - --.
Other Procedural Matters - ....- .- .- - ..- - - - .- - - - - - - --- - - - -.- - - - - - - - -- - ..- Temporary Administration-Estate In Immediate Need ........
Temporary Administration-pending Contest .......-- ..- ......- - ..
Temporary Ad ministration-Generally ..- - - - - -....-.....- - - - - - - - - - - - - Emergency Intervention ---.------------...-------.-------*-----..-----Appointment of Administrator for Intestate Decedent - - - ..- - - - .
Probate of Will and Appointment of Executor for Testate De- - - -..- - - - - - - - - - - -- -.- - - - -.- -.- - - - - - - cedent - - - - - - .... - - -- - - -- - - - - - -- Qualification of Personal Representative -...-.....- .......---- - .-- - -Successor Personal Representatives --------..--..-..---..-----...---...
Inventory, Appraisement, and List of Claims - -- - - - - - - - ..- - - - .- - - - - Withdrawing Estate From Administration ...........................
Generat Powers of Personal Representative -----.
..---..------ --- Homestead, Exempt Personal Property, and the Family Allowance
----.....=..-..----------.
Creditors and Their Claims -----...------...----------..-----.-----Sales ---- .-..-..-...------ - - - -- - - - ..- ---- - - - - - - - - -- - --- - -- - .
"
Hmng and Renting -..--..----.-----..----..------.-.--------++-.-.--..Mineral Property Matters ...------- ....----.
.- ------.
.----- - -----Compensation, Expenses, and Court Costs +-----.------..------------.....-----+.-.-.+---...-.------.---....-+------
+
*
*
++
+
..
e
.-------.---.......-------+---*----***------.-+---...-
.-----.------.
--.
+
Volume 12A
PART 1, DECEDENTS' ESTATES-Continued
..
Partition and hstnbuti~n.-.------..
........- --.
---- .--.
--...--.
.-
1
23.
6
1
Annual
Accountings
and
Other
Exhibits
-------.
.
--.
.
....---24.
25. Final Settlement, Accounting, and Discharge .---...---.--.-------.
76
26, Payment of Estates Into State Treasury -..-..----....--..----------92
.-...........-...----.
.. 98
27. Opening an Independent Administration ..--.
m
SUMMARY OF CONTENTS
Chapter
.
28
29.
30.
31
32
.
.
33.
34.
35.
36.
37 .
38.
39.
40.
4 1.
42.
43.
44.
page
Changing the Independent Executor ...................................
126
Accountings and Distributions ...........................................
137
Closing an Independent Administration ..............................
147
No Necessity for Administration ........................................
158
Determination of Heirship .................................................
162
183
Probate of Will as Muniment of Title .................................
Community Property ........................................................
194
Informal Probate ................... ........................................ 232
$50,000 Small Estate ........................................................ 242
Family Allowance SmalI Estate ..........................................
248
Summary Proceedings For Certain Insolvent Estates ........... 255
Deposit of Will With County Clerk .....................................
263
Foreign Wills and Ancillary Administration ......................... 268
Disclajmers and Assignments ............................................. 303
Safe Deposit Boxes ....................................................... 317
Mu 1tipleParty Accounts ...................................................
337
...................
Community Property Su~vorshipAgreements
354
Jurisdiction ......................................................................
370
Venue ..............................................................................
385
Senice and Notice .....................................................
397
Trial and Hearing Matters ................................................ 426
Post-Trial Matters ............................................................
443
Letters of Guardianship ...................................................
448
Compensation, Expenses, and Court Costa ..........................453
Duty and Responsibility of Court .......................................
470
Appointment ....................................................................
474
Qualification ....................................................................
1
Inventory, Appraisement, and List of Claims .......................
35
Annual Accounts, Reports, and Other Exhibits .................... 54
Find Settlement, Accounting, and Discharge ......................
74
Revocation of Letters, Death, Resignation, and Removal ...... 104
General Duties and Powers ...............................................
133
Specific h t i e s and Powera ................................................
139
Claims Procedures ............................................................
I62
Sales .............................................................................. 201
Hiring and Renting ................................................. . 247
Mineral Property Matters ..................................................
265
Partition of Ward's Eatate in Realty ...................................
287
Investments and h n s of Estatm of Wards ........................ 293
XX
chapttlr
Psge
67. Tax-motivated and Charitable Gifts ...............................
. 314
68 Management Trusts ..........................................................
322
69 Temporary Guardians .................. .... .................................
332
.........................................
70 Guardianships for Nonresidents
344
71 Incapacitated Spouse and Community Property ................... 350
72 Receivership .................................................................
359
73 Payment of Claims Without Guardianship ........................... 372
74 Sale of Minor's Property Without Guardianship .................. 391
.
.
.
.
.
.
.
%ble of Stahtea ..................................................................
Table of Court Wee ............................................................
Index .............................. ......................................................
.
.
-
397
429
431