How to Probate and Settle an Estate in Texas Book

Using Self-Help Law Books

Introduction

Chapter 1: Understanding Probate When Probate is Required Types of Probate Procedures Property Subject to Probate Where a Will Should be Probated How Soon a Will Should be Probated Who May Represent an Estate Estate and Inheritance Taxes Federal Income Tax Non-Texas Resident Decedent Filing Fees Signing Documents Duration of the Probate Process Needing an Attorney General Things to Do

Chapter 2: Independent Administration Application for Probate of Will and Issuance of Letters Testamentary Appointment of Resident Agent Proof by Subscribing Witness Proof of Death and Other Facts Order Admitting Will to Probate and Authorizing Letters Testamentary Oath Bond Notice to Creditors Administering the Estate IRS Form SS-4
Inventory, Appraisement, and List of Claims Homestead, Exempt Personal Property, and Family Allowance Payment of Debts and Expenses Tax Returns Distribution of the Estate Assets Affidavit Regarding Debts and Taxes Texas Probate Checklist-Independent Administration with Will

Chapter 3: Dependent Administration Administration with Will Annexed Administration with Dependent Executor Regular Dependent Administration Filing the Application Appointment of Resident Agent Proof by Subscribing Witness Filing Fees Proof of Death and Other Facts Order Admitting Will to Probate Oath of Administrator or Executor Bond Notice to Creditors Administering the Estate IRS Form SS-4
Inventory, Appraisement, and List of Claims Homestead, Exempt Personal Property, and Family Allowance Annual Accountings Payment of Debts and Expenses Tax Returns Distribution of the Estate Assets Final Account and Application for Discharge Texas Probate Checklist-Administration with Will Annexed (AWA)
Texas Probate Checklist-Administration with Dependent Executor (ADE)
Texas Probate Checklist-Regular Dependent Administration (RDA)

Chapter 4: Procedures in Lieu of Administration Muniment of Title Proceedings to Determine Heirship Small Estates Affidavit of Heirship Texas Probate Checklist-Muniment of Title Texas Probate Checklist-Heirship Determination Texas Probate Checklist-Small Estates

Glossary

Appendix A: Texas Probate Code

Appendix B: Blank Forms

Index

Karen Ann Rolcik received her law degree from Indiana University. She is licensed to practice law in Texas and Ohio. Ms. Rolcik has written or coauthored many self-help legal titles, including How to Make a Texas Will. She currently resides in Bedford, Texas.