How to Probate and Settle an Estate in Texas

by Rolcik, Karen Ann

• ISBN13: 9781572482142
• ISBN10: 1572482141
• Edition: 3rd
• Format: Paperback
• Copyright: 2002-04-01
• Publisher: Sourcebooks Inc
• More Book Details
• Purchase Benefits

Summary

Helps you understand, prepare for, and easily move through the process of distributing an estate in Texas

Author Biography

Karen Ann Rolcik received her law degree from Indiana University and is licensed to practice law in Texas and Ohio. She has practiced in the areas of probate, estate planning, and probate and trust litigation for more than fifteen years. Ms. Rolcik has been a member of various Estate Planning Councils during the past 10 years and has been a member of various committees of the Real Property, Probate and Trust Law Section of the State Bar of Texas

Table of Contents

Using Self-Help Law Books	v
Introduction	ix
Understanding Probate	1	(14)
When Probate Is Required
Types of Probate Procedures
Property Subject to Probate
Who May Represent an Estate
Estate and Inheritance Taxes
When the Decedent was not a Resident of Texas
Filing Fees
Signing Documents
Duration of the Probate Process
The Simplest Form of Probate
Needing an Attorney
General Things to Do
Independent Administration	15	(16)
Application for Probate of Will and Issuance of Letters Testamentary
Appointment of Resident Agent
Proof of Subscribing Witness
Proof of Death and Other Facts
Order Admitting Will to Probate and Authorizing Letters Testamentary
Oath
Bond
Notice to Creditors
Administering the Estate
IRS Form SS-4
Inventory, Appraisement, and List of Claims
Homestead, Exempt Personal Property, and Family Allowance
Payment of Debts and Expenses
Tax Returns
Distribution of the Estate Assets
Affidavit Regarding Debts and Taxes
Texas Probate Checklist--Independent Administration with Will
Dependent Administration	31	(24)
Administration with Will Annexed (AWA)
Administration with Dependent Executor (ADE)
Regular Dependent Administration (RDA)
Filing the Application
Appointment of Resident Agent
Proof of Subscribing Witness
Filing Fees
Proof of Death and Other Facts
Order Admitting Will to Probate and Authorizing Letters Testamentary or Letters of Administration
Oath of Administrator or Executor
Bond
Notice to Creditors
Administering the Estate
IRS Form SS-4
Inventory, Appraisement, and List of Claims
Homestead, Exempt Personal Property, and Family Allowance
Annual Accountings
Payment of Debts and Expenses
Tax Returns
Distribution of the Estate Assets
Final Account and Application for Discharge
Texas Probate Checklist---Administration with Will Annexed (AWA)
Texas Probate Checklist---Administration with Dependent Executor (ADE)
Texas Probate Checklist---Regular Dependent Administration (RDA)
Procedures in Lieu of Administration	55	(10)
Muniment of Title
Proceedings to Determine Heirship
Small Estates
Affidavit of Heirship
Texas Probate Checklist---Muniment of Title
Texas Probate Checklist---Heirship Determination
Texas Probate Checklist---Small Estates
Glossary	65	(6)
Appendix A: Texas Probate Code	71	(28)
Appendix B: Blank Forms	99	(118)
Index	217