Houston, TX asked in Probate for Texas

Q: My mother had a boss who left her $100,000 in his will. Seem to not be getting a straight answer...can you help?

My mother's previous boss left her $100,000 in his will and he passed in Feb 2017. His son went to probate court and was made executor and he applied for an extension to provide inventory to court. This was in July 2017. My mom knew about the will and even went to court house to see the will and indeed the gift was still there and entered into court. The son and my mother are on decent terms and he told my mother she would not get any if it until his mom dies because she gets it all. He also stated she would only get the gift from him if there was anything left when she passed. Her boss told her many times he wanted her to have this because of all the help she provided him over the 20 years she worked for him. Is this accurate? How long do they have to do inventory? Are there steps she must take to see what her rights are?? What should she do??

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1 Lawyer Answer
Terry Lynn Garrett
PREMIUM
Terry Lynn Garrett
Answered
  • Probate Lawyer
  • Austin, TX
  • Licensed in Texas

A: A beneficiary has a right to request an accounting 15 months after an executor is appointed and to request that the executor be replaced if no distributions have been made 24 months after the appointment. If either of these "deadlines" have been reached, it might be a good idea to take a copy of the Will to a local probate attorney.

Tammy L. Wincott agrees with this answer

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