Legal Question in Wills and Trusts in Texas
my wife's brother told her that her dad left her 10k in either a will or i believe from what i gather a sum amount of money and he was to give a portion amount to each child ...he is tell her to open a credit card...i told her i never heard of that...my questions are
1. Can she get a copy of the will ?
2. if he was is charge is he obligated by law to give her the 10k ?
3. if he is playing games can he get in trouble ?
4. how does this whole thing work if he was left in charge of giving everyone money ?
5. can she get a copy of the will from either online or via FAX or mail or does she have to go to the court the dad lived in ? thank you very much
2 Answers from Attorneys
Call the county where he resided on death and ask if a will has been probated. In Dallas and some counties you can go to the County website and see. Then you must have someone go to the court to get a copy. But simpler...is for her to ask her brother...hopefully there is much family trust ....Merry Christmas
1. If there was a Will, your wife can retrieve a copy from the County Clerk in the county where it was filed for probate. If there is no Will that has been filed, she can use the Court to compel that the Will be produced. Or, there may simply be no Will.
2. If your brother-in-law was appointed by the Court as the executor of the Estate, he is obligated to do many things -- including properly administering the Estate and distributing property pursuant to the Will's terms.
3. Yes, if by "playing games" you mean ignoring the Will's instructions or adding his own conditions, he can certainly get into trouble.
4. You'd be well-served to visit with a probate attorney to learn how this whole thing works. A nuts and bolts explanation of probate law and estate administration would never fit in this response.
5. Getting a copy of the Will from the Clerk by fax is unlikely. Mail is probably an option, after the Clerk has received the payment for the copies requested. The better way to handle it is, unfortunately, in person.
Before you spin your wheels on this too much, I'd get a bit more information from the brother-in-law. At first glance, the transaction sounds a little odd, but it's also third-hand information coming from him to your wife, from your wife to you, and from you to us.