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Questions Answered by Terry Lynn Garrett
1 Answer | Asked in Probate for Texas on
Q: TRS does not want to issue retirement funds due to my deceased son who passed away on 9/8/2019.

We already submitted Proof of Heirship but because of the amount TRS says they need a Judgment Declaring Heirship. Texas Government Code which TRS refers to in their letter does not indicate anything regarding a “Judgment”. What can I do?

Terry Lynn Garrett
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Terry Lynn Garrett
answered on Jan 14, 2021

Hire a local probate lawyer to help you file an Application for Determination of Heirship and Issuance of Letters of Administration. After the hearing, the judge will sign a Judgment Declaring Heirship.

2 Answers | Asked in Estate Planning and Probate for Texas on
Q: Is the executor of my father’s Will required to let me see it. His only heirs are myself and my sister.
Terry Lynn Garrett
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Terry Lynn Garrett
answered on Jan 14, 2021

When a Will ir submitted to the court for probate (proving), it becomes a public document. If you would like to see it, ask the clerk of the local probate court.

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2 Answers | Asked in Estate Planning for Texas on
Q: In Texas can I get my deceased dads stuff away from my incarcerated brothers girlfriend. No will.
Terry Lynn Garrett
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Terry Lynn Garrett
answered on Jan 11, 2021

If he left no more than a home, up to $60,000 in personal effects (such as furniture) and up to $75,000 in other personal property (such as a bank account), and all the heirs and two witnesses will sign, you may be able to file a Small Estate Affidavit.

The real problem for many families...
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1 Answer | Asked in Estate Planning and Probate for Texas on
Q: Grandma estate went to probate her grandsons received it all as the will. Now her grandso got a renewal bill for life

For life insurance. The benefices her son that has been in prison and will never get out who gets it?

Terry Lynn Garrett
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Terry Lynn Garrett
answered on Jan 7, 2021

Being in prison does not negate his being beneficiary of the life insurance -- though it may mean that the state will eventually receive the funds to pay for his room and board.

1 Answer | Asked in Probate and Estate Planning for Texas on
Q: My dad just passed away a few days ago and his power of attorney will not allow me to have any sentimental items.

the power of attorney isn't related to my dad. Me and my sisters just want maybe one of his t-shirts or something.

Terry Lynn Garrett
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Terry Lynn Garrett
answered on Jan 4, 2021

The power of the attorney expired with your father. The agent under the Durable Power of Attorney no longer has a whisker of authority.

That said, until a court appoints an executor or, if there was no Will, an administrator to settle your father's estate, neither does anyone else.

2 Answers | Asked in Estate Planning and Elder Law for Texas on
Q: please see prior question that was not answered. if someone has no one to designate, can a lawyer be that person. thanks
Terry Lynn Garrett
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Terry Lynn Garrett
answered on Dec 29, 2020

There are professional fiduciairies who may serve. Some of them are lawyers. However, it will cost. In addition, apart from a close family member, a lawyer cannot prepare and serve as executor of someone's Will.

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1 Answer | Asked in Probate for Texas on
Q: Can money due to the beneficiaries be paid out prior to the executor filing the decreased final tax return?
Terry Lynn Garrett
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Terry Lynn Garrett
answered on Dec 28, 2020

It is not wise to do so. If the executor pays out funds which are later needed to pay debts, including taxes, the executor must then claw it back even if this involves a lawsuit. Please keep in mind that on average it takes two years to settle an estate. That means that half take longer.

1 Answer | Asked in Probate for Texas on
Q: Is there anything that a beneficiary can do to get the executor to show them all the accounting as of now before 15mos?
Terry Lynn Garrett
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Terry Lynn Garrett
answered on Dec 28, 2020

While a beneficiary can ask nicely, whatever is presented will necessarily be incomplete and could be very misleading. One should not be surprised to see claims come in a year after the executor was appointed by a court. Similarly the executor cannot file a tax return until the calendar year... View More

1 Answer | Asked in Probate for Texas on
Q: How do you go about getting the court to cite the executor who hasn't filed the inventory or in lieu of in over 5mos?
Terry Lynn Garrett
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Terry Lynn Garrett
answered on Dec 28, 2020

It is not up to a beneficiary or any other individual. The court does this as a matter of course, in due course.

1 Answer | Asked in Probate for Texas on
Q: If the beneficiary was told to make any necessary repairs to the home in order to sell it how do they get reimbursed?
Terry Lynn Garrett
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Terry Lynn Garrett
answered on Dec 28, 2020

Anyone can file a claim against the estate. However, in Texas that claim must include the original invoice or a verified copy of it and a notarized affidavit stating that all offsets have been taken. "He said, she said" rarely gets one very far in court.

1 Answer | Asked in Probate for Texas on
Q: If the beneficiary pays for repairs to home to be sold in probate does the executor have to reimburse the beneficiary
Terry Lynn Garrett
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Terry Lynn Garrett
answered on Dec 28, 2020

No. The beneficiary had neither authority nor responsibility to make the repairs. If the beneficiary did so without a valid written contract with the executor (who is to preserve, not enhance, the estate), the beneficiary made a gift.

1 Answer | Asked in Probate for Texas on
Q: What is muniment of title and how do you file it in Tx
Terry Lynn Garrett
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Terry Lynn Garrett
answered on Dec 28, 2020

A "muniment of title" is a defense of title. A Will which was not presented for probate within four years following death, through no fault of the person presenting it (e.g., it was just found), can be probated but only as a muniment of title. That means that a court order admitting the... View More

2 Answers | Asked in Probate for Texas on
Q: What if neither the inventory or in lieu of was filed with the probate court in TX and it's been 5mos
Terry Lynn Garrett
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Terry Lynn Garrett
answered on Dec 28, 2020

In due time the Court will issue an Order to Show Cause to the executor and the executor's attorney.

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2 Answers | Asked in Probate for Texas on
Q: Does an executor in Texas have to file either an inventory of the estate or an in lieu of inventory with the court ?
Terry Lynn Garrett
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Terry Lynn Garrett
answered on Dec 28, 2020

Yes. This is due within 90 days following appointment. Please note that it is an inventory of what the estate owns. It does not address what the estate might owe. It does not address out-of-state real property or anything which may pass to a designated beneficiary (such as a bank account held... View More

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1 Answer | Asked in Estate Planning and Probate for Texas on
Q: Is an executor in Texas required to furnish the beneficiaries with anything prior to the final accounting.

Looking to get clarification on how executor has spent bank account funds of decedent since her death and if all known debts were actually paid.

Terry Lynn Garrett
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Terry Lynn Garrett
answered on Dec 28, 2020

In Texas beneficiaries are entitled to ask the executor for an accounting 15 months after the court appoints the executor. The executor has 60 days to present it.

Texas has had independent estate administrations since 1843. In an independent administration, no final accounting need be...
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2 Answers | Asked in Estate Planning, Foreclosure and Probate for Texas on
Q: Recently contacted by an agency regarding surplus funds from my deceased sister's property.

Are those agencies reputable? I'm her only surviving family member, both our parents are deceased. I find nothing noted in our County's surplus listings, nor state listings. How can I verify if there is actual funds? And, do I need to go through the agency who contacted me, or an attorney?

Terry Lynn Garrett
PREMIUM
Terry Lynn Garrett
answered on Dec 24, 2020

This is most likely a scam. If there were surplus funds from any source (even a utility deposit) they would, in good time, be deposited with the state comptroller. They could not be accessed until then.

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1 Answer | Asked in Estate Planning, Civil Rights and Elder Law for Texas on
Q: i am very worried as over 50, disabled, and no family. can a lawyer hold my living will? have a house, etc, but no exec.

no executor,,and heirs unclear. can a lawyer be executor? also have funeral plot, everything prepaid....but greenwood mt olivet is now saying that a nonmedical person would need to contact them when i die to initiate burial...or they said my body will be dumped into some bin for many weeks. this is... View More

Terry Lynn Garrett
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Terry Lynn Garrett
answered on Dec 20, 2020

You can complete an Appointment for Disposition of Remains saying who you want to handle your remains. You must sign it before a notary. The person you appoint must sign accepting the appointment. That person need not be a family member.

2 Answers | Asked in Probate for Texas on
Q: In TX, if a will is not probated within the 4 yrs required, is the estate/assets then divided equally between the heirs?

Father died 7 yrs ago, only found out about it 2 yrs ago due to the back executor trying to filing the will with the county. I was left 10% of the assets, but since the will was never properly probated, am I entitled to an equal share (25%) since there are 4 heirs?

Terry Lynn Garrett
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Terry Lynn Garrett
answered on Dec 17, 2020

No. After four years, a Will is not void. But it can only be used to pass title (to a house or a car for example).

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3 Answers | Asked in Estate Planning and Elder Law for Texas on
Q: Is there any reason to hesitate in pursuing an incompetency designation?

Our father has been diagnosed with moderate to severe Alzheimer's disease. His trust document has an "incompetency clause".

Terry Lynn Garrett
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Terry Lynn Garrett
answered on Dec 12, 2020

The answer is highly dependent on facts and circumstances so cannot be answered without specific information and discussion.

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2 Answers | Asked in Probate and Estate Planning for Texas on
Q: My fathers will states my sister and I share equally his assets upon his death.

Of the assets to be equally divided, a bank account she has check writing on and a brokerage account she is the sole beneficiary. She was aware they were to be distributed equally. She is the executrix and 8 months later I've not received my half. I'm aware in most cases the... View More

Terry Lynn Garrett
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Terry Lynn Garrett
answered on Dec 11, 2020

Beneficiary designations trump Wills. Financial assets with a beneficiary designation pass outside probate. There is therefore no point in contesting a Will because you disagree with a beneficiary designation.

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