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Current as of January 01, 2024 | Updated by Findlaw Staff
SECOND AMENDED ADMINISTRATIVE ORDER REGARDING NOTICE REQUIREMENTS FOR AN APPLICATION TO PROBATE A COPY OF A LOST WILL OR A LOST WILL WITHOUT A COPY
In January 2005, this Court found there was a need for an administrative order regarding notice to interested parties when an application is filed to probate a copy of a lost will or codicil, or to probate a lost will or codicil without a copy (hereafter “lost will”). It has come to the Court's attention that the 2005 Administrative Order requires amendment to protect all parties interested in an estate.
The Court finds as follows:
1.Texas Estates Code § 256.054 requires that an application for the probate of a lost will must include information concerning the reason the original instrument cannot be produced and must also include the names of the devisees included in the lost will and the names of the individuals who would inherit if the copy of the lost will were not admitted to probate.
2.Texas Estates Code § 258.002 requires that when a will cannot be produced in Court, the Clerk shall issue citation to all parties interested in the estate, which citation shall contain substantially the statements made in the application for probate as well as the time when, place where, and the court before which such application will be acted upon. When there is an application to probate a lost will, “all parties interested in the estate” includes both the devisees included in the will and the individuals who would inherit by intestacy if the copy of the lost will were not admitted to probate.
3. The statutorily required citation is insufficient to advise heirs of their right to object to an application to probate a lost will. As authorized by Texas Estates Code § 51.151, explicit notice of their right to object should be given to all heirs, either attached to all citations prepared by the Clerk or included as part of all waivers of citation.
4. For applications that would result in a full or partial intestacy if the lost will were not admitted to probate, an attorney ad litem should be appointed to ensure that all heirs are identified and noticed as well as to protect the interests of any heirs who cannot be located and any heirs with a legal disability. When a valid original codicil specifically republished a lost will, an attorney ad litem will not need to be appointed because of the lost will.
It is therefore ORDERED that when an application is filed to probate a lost will:
1. If a full or partial intestacy will result if a lost will is not admitted to probate, the Court will appoint an attorney ad litem under Estate Code § 53.104 to represent the interests of a testator's unknown heirs or heirs having a legal disability. When a valid original codicil specifically republished a lost will, an attorney ad litem will not need to be appointed because of the lost will.
2. If an attorney ad litem needs to be appointed:
a. The applicant must deposit funds toward the services of the attorney ad litem as required by Administrative Order.
b. The applicant must provide the Clerk with copies of the application and the will to be sent to the attorney ad litem.
3. The Clerk must attach to each citation issued under Texas Estates Code § 258.002 the “Notice of Application to Probate Copy of Lost Will or Codicil or Lost Will or Codicil Without a Copy” that is attached to this Order, informing all persons interested in the estate of their right to object to the probate.
4. All persons who are named as devisees in the lost will must be personally served with citation under § 258.002 or must execute an affidavit waiving citation.
5. All persons who would inherit as an heir of the testator if the lost will is not admitted to probate must be personally served with citation under § 258.002 or must execute an affidavit waiving citation. If the lost will is a codicil to an original will, the beneficiaries of the testator's original will, instead of the testator's heirs, must be personally served with citation under § 258.002 or must execute an affidavit waiving citation.
6. When an heir or a devisee executes an affidavit waiving citation, the affidavit itself must explicitly include all of the points addressed in the “Notice of Application to Probate Copy of Lost Will or Codicil of Lost Will or Codicil Without a Copy” attached to this Order. It is not sufficient for the affidavit to refer to an attached notice.1
You are notified that an application has been filed in this Decedent's estate to probate a written will or codicil even though the applicant cannot produce the original will. The Application filed in this estate seeks either to probate a copy of a lost will or codicil or to probate a lost will or codicil without a copy (all referred to below as “lost will”).
When an original will cannot be produced, the law presumes that the testator (the person who wrote the will) revoked the will before the testator's death. The Court will not grant the application in this case unless the applicant offers sufficient evidence to rebut the presumption and proved to the Court that the will was not revoked, even though only a copy has been filed.
If no will is admitted to probate, Decedent's property will pass to Decedent's heirs. If a lost codicil to a valid original will is not admitted to probate, Decedent's property will pass to the devisees (beneficiaries) names in the valid will. Therefore, your rights to inherit property may be affected by the probate of the lost will either (1) as an heir of the Decedent, or (2) as someone who is named as a devisee in the Lost will, or (3) as a devisee in a valid will when there is a lost codicil to that will.
If you want to object to the probate of the lost will, you must file a written objection with the Clerk. The Clerk's citation, which is attached to this notice, indicates the date by which you should file a written objection. Note that the citation does not indicate a specific hearing date.
If you sign an affidavit waiving citation, you are indicating to the Court that you do not object to the probate of the lost will.
You should consult an attorney if you have any questions about your rights in this probate matter.
NO.
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IN THE ESTATE OF |
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IN THE COUNTY COURT AT LAW |
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§ |
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_____________________________________________, |
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OF |
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§ |
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DECEASED |
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ARANSAS COUNTY, TEXAS |
STATE OF TEXAS
COUNTY OF ARANSAS
I, __________, am an heir or devisee (beneficiary) of __________, the “Decedent” in this case.
I have been given (1) a copy of the Application to Probate Copy of Lost Will or Codicil or Lost Will or Codicil Without a Copy that has been filed in this case and (2) a copy of the lost will dated [insert date of will] that the applicant is seeking to have probated.
I understand that in this case, an application has been filed in Decedent's estate to probate a written will even though the applicant cannot produce the original will.
I understand that when an original will cannot be produced, the law presumes the testator (the person who wrote the will) revoked the will before the testator's death.
I understand that the Court will not grant the application to probate the lost will in this case unless the applicant offers enough evidence to rebut that presumption and prove to the Court that the will was not revoked even though only a copy of the will may exist.
I understand that as one of the Decedent's heirs, or as one of the people who is named as a devisee (beneficiary) in the lost will, my rights to inherit property may be affected if the lost will is probated. If no will is admitted to probate, Decedent's property will pass to Decedent's heirs.
Although I understand I have a right to object to the probate of a lost will, with or without a copy, I do not object to the probate of the lost will.
I know that the person who sent me this affidavit (along with a copy of the Application and the will) is the applicant's attorney. I know the Applicant's attorney does not represent me in this matter. I am aware that before I sign this Affidavit Waiving Citation, I may consult my own attorney to advise me regarding this estate or the affidavit.
By signing this Affidavit Waiving Citation, I enter my appearance in this case for all purposes and I waive the issuance and service of process. I agree that the case may be considered by the Court without further notice to me.
I have signed this affidavit voluntarily, without fraud, duress, or threat by any person.
Signed and sworn to on __________, 20___.
Signed and sworn to under oath before me on __________, 20 __________.
Cite this article: FindLaw.com - Vernon's Texas Rules Annotated - VTRA TX R ARANSAS CTY Exh. A Exhibit A. Administrative Order Regarding Notice Requirements for an Application to Probate a Copy of a Lost Will or Lost Will Without a Copy - last updated January 01, 2024 | https://codes.findlaw.com/tx/vernon-s-texas-rules-annotated/vtratx-r-aransas-cty-exh-a/
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