Legal Question in Wills and Trusts in Texas

My husband passed away 12-25-11. He left a will that left all real and personal property to me. In fact all bank accounts and property was in both of our names. One of his sons is wanting to see the will, he does not believe me when I tell him everybody was specifially disinherited by name. Do I have to show him the will? Do I have to file it in probate?


Asked on 1/10/12, 7:34 pm

3 Answers from Attorneys

File the will for probate. Expect a bill mess of problems if you don't.

To answer your question, if the accounts were pay on death, or joint tenancy with right of survivorship, then you may be able to collect those accounts now.

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Answered on 1/10/12, 9:17 pm
Brian Thomas Burdette & Rice PLLC

Nobody can make you file it and request its admission to probate, but there are a whole lot of reasons why it might be beneficial for you to do so. Sometimes, property can pass outside of a Will (by survivorship agreement, POD designation, etc.) Your husband's assets might have these features, or they may not. If they do, great! If they don't, his sons (which I presume are not also your sons) have every reason to wonder if they're entitled to something.

If the Will leaves them out of everything, why hide it? At a minimum, even if probate and administration is not necessary (and it probably is) you should deposit the Will with the County Clerk. As the custodian of the document, you've got an obligation to take this step at least. If his boys want to see it, and you're not comfortable showing it to them, it's there on record at the Clerk's office. Now is not the time to play shell games. Your actions (even if you're right) are going to spark enough hurt feelings to do some real damage.

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Answered on 1/10/12, 9:28 pm
Keith Engelke Law Office of S. Keith Engelke

If no will is probated, the property passes under Texas Intestacy Law. In mentioning the sons, you used the word "his" instead of "our". Texas Intestacy Law provides that the surviving spouse gets everything when all of the children are children of the decedent and the surviving spouse. If not, the law divides the property between the surviving spouse and the children.

So if you have any stepchildren, not probating the will could cost you.

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Answered on 1/11/12, 5:11 am


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