INTESTATE
(NO WILL)
TEXAS
PROBATE
Probating
is the legal process of transferring property following
a person's death. You'll receive the letters of testamentary
or letters of administration that you need in order
to recover estate assets. It also helps you transfer
title on real property. Probating customs and laws
have changed over time, the purpose of probating has
remained much the same: an individual formalizes their
intentions as to the transfer of their property at
the time of their death (typically through a Will),
their property is collected, certain debts are paid
from the estate and the property is distributed accordingly.
Fee
Schedule
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Small
Estate Affidavit = $1,200
if there is less than $50,000 in assets
besides the homestead.
Independent
Administration = $3,500
plus court costs and
ad litem fees only if all the
potential heirs are in agreement on how to proceed
Dependent
Administration - CALL
plus court
costs and ad litem fees |
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DYING
INTESTATE (Without A Will)
In Texas, property is characterized as separate
or community. Separate property is that which
is owned before marriage or acquired during marriage
by gift or inheritance. Damages awarded during
marriage from a personal injury lawsuit, except
damages representing the loss of earning capacity,
also are separate property. Community property
is all property, other than separate property,
which is acquired by either spouse during marriage.
Thus, there can be separate real property, separate
personal property, community real property and
community personal property. When a person dies
without a will, the law determines who are the
heirs, and assets are disposed of according to
whether they are community or separate property. Distribution of Community Property
Community property, whether real or personal, is
distributed in this manner:
If the decedent is survived by a spouse and children
(or descendants of deceased children):
If all surviving children and descendants of the
deceased spouse are also children or descendants
of the surviving spouse, all of the community property
passes to the surviving spouse.
If any surviving child or descendant of the deceased
spouse is not also a child or descendant of the
surviving spouse, the deceased spouse's one-half
of the community property passes to his or her
children (and the descendants of any deceased child),
and the surviving spouse retains the one-half of
the community property he or she owned prior to
the other spouse's death. However, the surviving
spouse has the right under Texas law to use and
occupy the homestead during his or her life and
may have the right to use or own certain items
of personal property that are exempt from creditors'
claims.
Example 1: Husband (H) dies without a will. H is
survived by Wife (W) and by his three children
(A, B, and C). A, B, and C also are the children
of W. In this case, all of the community property
passes to W.
Example 2: Same as Example 1, except H is survived
by a child (D) who is not also a child of W. Now,
A,B,C, and D share equally in H's one-half of the
community property, and W simply keeps the one-half
of the community property that she owned prior
to H's death. To illustrate, let's apply this rule
to a community bank account with $1,000 in it.
The $1,000 is distributed as follows:
W: $500 (Many people incorrectly think that W gets
the entire $1,000.)
A, B, C, and D: Each receives $125 (1/4 of $500)
Example 3: Same as Example 1, except W has a child
(E) by a prior marriage. E is alive at H's death.
All of the community property still passes to
W. It does not matter that W has children who
are not also H's children.
If the decedent is survived by a spouse but not
by any children or descendants, all of the community
property passes to the surviving spouse.
If the decedent is not survived by a spouse, all
property is separate property because the community
estate terminates at the death of the first spouse.
The following section discusses the intestate distribution
of separate property.
Distribution of Separate Property
The distribution of separate property of a person
who dies without a will depends on whether it is
real or personal property. Separate property is
distributed in this manner:
If the decedent is survived by a spouse and children
(or descendants of deceased children), then subject
to the surviving spouse's rights with respect to
the homestead and exempt personal property:
Separate personal property passes one-third to
the spouse and two-thirds to the children (and
the descendants of deceased children).
Separate real property passes to the children (and
the descendants of deceased children) subject to
a life estate in one-third of the property in favor
of the surviving spouse. This means that the surviving
spouse is entitled to use one-third of the real
property during his or her lifetime, and upon his
or her death, the children (or descendants) will
have full title to the separate real property of
the decedent.
If the decedent is survived by a spouse but not
by any children or descendants, then subject to
the surviving spouse's rights with respect to the
homestead and exempt personal property:
All separate personal property passes to the spouse.
Separate real property passes one-half to the spouse
and one-half to the decedent's parents or collateral
relatives, such as brothers and sisters or their
descendants. If no parents, brothers, sisters,
or their descendants survive, then all separate
real property passes to the surviving spouse.
If only children or their descendants survive,
all separate personal and real property passes
to the children or their descendants.
If both parents survive, but not the spouse or
children or children's descendants, all separate
personal and real property passes one-half to each
parent.
If only one parent and brothers or sisters survive,
separate personal and real property passes one-half
to the surviving parent and the remaining one-half
is divided equally among the brothers and sisters
or their descendants. However, if no brothers or
sisters or their descendants survive, then all
separate property passes to the surviving parent.
If no spouse, children or children's descendants,
or parents of the decedent survive, all separate
property is divided equally among the decedent's
brothers and sisters or their descendants.
If none of the above relatives survive, then all
separate property passes generally to the decedent's
grandparents. If no grandparents survive, the law
provides for distribution of separate property
to more distant relatives.
In Texas,
no matter how remotely related one is to a person
who dies without a will, potentially
he or she is an heir-at-law. Notice that the decedent's
property passes to the State of Texas only if none
of his or her heirs, including very remote heirs
(such as uncles, aunts, or cousins), are living.
Indeed, the State rarely benefits from the estate
of an intestate decedent.
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