What happens if you die without a will in Texas?

May 21st, 2013

When a person dies without having made a will, property passes according to the criteria described in the Probate Code.  Many people falsely believe that a surviving spouse or parent would take all the deceased’s property, especially if the children are young.  That is not necessarily the case.  The Texas Probate Code provides as follows:

On the intestate (without a will) death of one of the spouses to a marriage, the community property estate of the deceased spouse passes to the surviving spouse if:

1)  no child or other descendant of the deceased spouse survives the deceased spouse; or

2) all surviving children and descendants of the deceased spouse are also children or descendants of the surviving spouse.

On the intestate death of one of the spouses to a marriage, if a child or other descendant of the deceased spouse survives the deceased spouse and the child or descendant is not a child or descendant of the surviving spouse, one-half of the community estate is retained by the surviving spouse and the other one-half passes to the children or descendants of the deceased spouse. The descendants shall inherit only such portion of said property to which they would be entitled under Section 43 of the Texas Property Code. In every case, the community estate passes charged with the debts against it.

If a person dies intestate leaving no husband or wife, it shall descend and pass in parcenary to his children in the following course:

1) To his children and their descendants.

2) If there be no children nor their descendants, then to his father and mother, in equal portions. But if only the father or mother survive the intestate, then his estate shall be divided into two equal portions, one of which shall pass to such survivor, and the other half shall pass to the brothers and sisters of the deceased, and to their descendants; but if there be none such, then the whole estate shall be inherited by the surviving father or mother.

3) If there be neither father nor mother, then the whole of such estate shall pass to the brothers and sisters of the intestate, and to their descendants.

4) If there be none of the kindred aforesaid, then the inheritance shall be divided into two moieties, one of which shall go to the paternal and the other to the maternal kindred, in the following course:

To the grandfather and grandmother in equal portions, but if only one of these be living, then the estate shall be divided into two equal parts, one of which shall go to such survivor, and the other shall go to the descendant or descendants of such deceased grandfather or grandmother. If there be no such descendants, then the whole estate shall be inherited by the surviving grandfather or grandmother. If there be no surviving grandfather or grandmother, then the whole of such estate shall go to their descendants, and so on without end, passing in like manner to the nearest lineal ancestors and their descendants.

Where any person having title to any estate, real, personal or mixed, other than a community estate, shall die intestate as to such estate, and shall leave a surviving husband or wife, such estate of such intestate shall descend and pass as follows:

1) If the deceased have a child or children, or their descendants, the surviving husband or wife shall take one-third of the personal estate, and the balance of such personal estate shall go to the child or children of the deceased and their descendants.  The surviving husband or wife shall also be entitled to an estate for life, in one-third of the land of the intestate, with remainder to the child or children of the intestate and their descendants.

2) If the deceased have no child or children, or their descendants, then the surviving husband or wife shall be entitled to all the personal estate, and to one-half of the lands of the intestate, without remainder to any person, and the other half shall pass and be inherited according to the rules of descent and distribution; provided, however, that if the deceased has neither surviving father nor mother nor surviving brothers or sisters, or their descendants, then the surviving husband or wife shall be entitled to the whole of the estate of such intestate.

There shall be no distinction in regulating the descent and distribution of the estate of a person dying intestate between property which may have been derived by gift, devise or descent from the father, and that which may have been derived by gift, devise or descent from the mother; and all the estate to which such intestate may have had title at the time of death shall descend and vest in the heirs of such person in the same manner as if he had been the original purchaser thereof.

No right of inheritance shall accrue to any persons other than to children or lineal descendants of the intestate, unless they are in being and capable in law to take as heirs at the time of the death of the intestate.

In situations where the inheritance passes to the collateral kindred of the intestate, if part of such collateral be of the whole blood, and the other part be of the half blood only, of the intestate, each of those of half blood shall inherit only half so much as each of those of the whole blood; but if all be of the half blood, they shall have whole portions.

No person is disqualified to take as an heir because he or a person through whom he claims is or has been an alien.

No conviction shall work corruption of blood or forfeiture of estate, except in the case of a beneficiary in a life insurance policy or contract who is convicted and sentenced as a principal or accomplice in willfully bringing about the death of the insured, in which case the proceeds of such insurance policy or contract shall be paid as provided in the Insurance Code of this State, as same now exists or is hereafter amended; nor shall there be any forfeiture by reason of death by casualty; and the estates of those who destroy their own lives shall descend or vest as in the case of natural death.

The Nacol Law Firm PC
Law office of Attorney Mark Nacol
Serving the Dallas / Fort Worth Metroplex for over 30 years
Tel: 972-690-3333

Preparing for a Texas Divorce : Financial Checklist

May 14th, 2013

Getting Divorced? Here is Your Financial Checklist to Get Started.

Preparing for a Texas Divorce: Assets
Preparing for a divorce is painful no matter the circumstance. Before you get into the tangle of the Texas divorce process, you can reduce the expense, stress and conflict many people face by making sure you are prepared. Planning ahead allows you to make sound decisions and start preparing for your life post-divorce, and may also help you avoid post-divorce pitfalls. Below is a list of items you need to gather before counseling with an attorney.

Documents
1. A Listing of all Real Property, address and location, including (include time-shares and vacation properties):
1. Deeds of Trust
2. Notes
3. Legal Description
4. Mortgage Companies (Name, Address, Telephone Number, Account Number, Balance of Note, Monthly Payments)
5. Current fair market value

2. Cash and accounts with financial institutions (checking, savings, commercial bank accounts, credit union funds, IRA’s, CD’s, 401K’s, pension plans and any other form of retirement accounts):
1. Name of institution, address and telephone number
2. Amount in institution on date of marriage
3. Amount in institution currently
4. Account Number
5. Names on Account

3. Retirement Benefits
1. Exact name of plan
2. Address of plan administrator
3. Employer
4. Employee
5. Starting date of contributions
6. Amount in account on date of marriage
7. Amount currently in account
8. Balance of any loan against plan

4. Publicly traded stock, bonds and other securities (include securities not in a brokerage, mutual fund, or retirement account):
1. Number of shares
2. Type of securities
3. Certificate numbers
4. In possession of
5. Name of exchange which listed
6. Pledged as collateral?
7. Date acquired
8. Tax basis
9. Current market value
10. If stock (date option granted, number of shares and value per share)

5. Insurance and Annuities
1. Name of insurance company
2. Policy Number
3. Insured
4. Type of insurance (whole/term/universal)
5. Amount of monthly premiums
6. Date of Issue
7. Face amount
8. Cash surrender value
9. Current surrender value
10. Designated beneficiary

6. Closely held business interests:
1. Name of business
2. Address
3. Type of business
4. % of ownership
5. Number of shares owned if applicable
6. Value of shares
7. Balance of accounts receivables
8. Cash flow reports
9. Balance of liabilities
10. List of company assets

7. Mineral Interests (include any property in which you own the mineral estate, separate and apart from the surface estate, such as oil and gas leases; also include royalty interests, work interests, and producing and non-producing oil and gas wells.
1. Name of mineral interest
2. Type of interest
3. County of location
4. Legal description
5. Name of producer/operator
6. Current market value

8. Motor Vehicles (including mobile homes, boats, trailers, motorcycles, recreational vehicles; exclude company owned)
1. Year
2. Make
3. Model
4. Value
5. Name on title
6. VIN Number
7. Fair Market Value
8. Name of creditor (if any), address and telephone
9. Persons listed on debt
10. Account number
11. Balance of any loan and monthly payment
12. Net Equity in vehicle

9. Money owed by spouse (including any expected federal or state income tax refund but not including receivables connected with any business)

10. Household furniture, furnishings and Fixtures

11. Electronics and computers

12. Antiques, artwork and collectibles (including works of art, paintings, tapestry, rugs, crystal, coin or stamp collections)

13. Miscellaneous sporting goods and firearms

14. Jewelry

15. Animals and livestock

16. Farming equipment

17. Club Memberships

18. Travel Award Benefits (including frequent flyer miles)

19. Safe deposit box items

20. Burial plots

21. Items in any storage facility

22. A listing of separate property (property prior to marriage, family heir looms, property gifted)

23. Listing of all liabilities (including mortgages, credit card debt, personal loans, automobile loans, etc.):
a. Name of entity, address and telephone number
b. Account number
c. Amount owed
d. Monthly payment
e. Property securing payment (if any)
f. Persons listed as liable for debt

Battered Women in Texas : End the Violence with a Protective Order

May 14th, 2013

The Texas Health and Human Services commission reported an estimated 982,916 Texas women were victims of domestic violence in the year 2006.  In Texas, more than 800 women were killed by their domestic partners between 1998 and 2005.  These statistics evidence the growing number of women in need of protection.

 

The legal system can offer some protection from family violence through the use of a Protective Order.  A Protective Order is a civil court order that is designed to restrain an abuser from continuing acts of violence and threatening, harassing, or stalking conduct.  All victims of family violence are eligible for a Protective Order.  A court shall render a protective order if it finds that family violence has occurred and is likely to occur in the future.  A victim’s testimony about family violence may be enough to obtain a protective order, without other documents such as a police reports.

 

Family, in Texas, has a very broad definition.  Family can include relatives by blood or marriage, former spouses, parents of the same child (even if not married), foster parents or foster children, or any member or former member of a household (whether related by blood or marriage).  Any adult member of the family may file for a Protective Order to protect himself or herself or any other member of the applicant’s family or household, including children or the elderly.  The application may be obtained through the office of the county or district attorney, a private attorney or a legal aid program.

 

Protective orders can be important in ending or deterring family violence.  The purpose of the order is to: prevent future violence, identify appropriate and inappropriate behavior and reinforce beliefs that family violence is wrong.  A judge can create various conditions of a Protective Order.  In such order he can force a respondent to vacate a residence, pay child support, attend counseling, and/or not possess a firearm.  A Protective Order can require the abuser to stay away from the victim’s home, workplace, children, children’s school, and to keep a specific distance between the abuser and the victim.  It can order the abuser to stop communicating in a harassing or threatening manner.  Abusers who violate a protective order can be fined, arrested or both.  Keep in mind, no piece of paper can protect you from all incidents of violence; however, a Protective Order provides a good deterrent in most situations. 

 

If the court reviewing the application determines there is a real threat of family violence, the court may issue a temporary ex parte order without notice to the abuser which is valid for up to 20 days.  The court will then set a hearing date for the final protective order which will take place within the 20 day period.  At the final hearing, if the court so determines necessary, it may grant a final Protective Order that may be effective for up to two years.

 

Protective Orders are also available for people going through divorce.  In this case, the Protective Order must be filed in the same court where the divorce is pending and the pleadings in both matters must state that the other matter is pending.  It is important to remember that a Protective Order is not a custody determination and can not be used by one party to gain an advantage in a divorce proceeding.

 

Please contact your local law enforcement or domestic violence prevention agency immediately if you or someone you care about is a victim of family violence.  Even if you are not eligible for a Protective Order, there may be other options available.  For information on family violence contact the Texas Council on Family Violence, P.O. Box 161810, Austin, Texas 78716; Phone Number (512) 794-1133;

Website: http://www.tcfv.org.

 

The following is a safety planning list of things to get together if you are planning to leave:  If you have children, take them and take your pets if you can:

 

Identification for yourself and your children:

Birth certificates

Social security cards

Driver’s license

Photo identification or passport

Welfare identification

Green card

 

Important personal papers:

Marriage certificate

Divorce papers

Custody orders

Protective orders or restraining orders

Health insurance papers and medical cards

Medical records for family members

School records for children

Investment papers/records and account numbers

Work permits

Immigration papers

Rental agreements/lease or house deed

Car title, registration and insurance information

 

Funds:

Cash

Credit cards

ATM card

Checkbook and bank (deposit slips)

 

Keys:

House

Car

Safety deposit box

Post office box

 

Way to communicate:

Phone calling card

Cell phone (pay as you go phone is less traceable)

Address book

 

Medications:

At least 1 month’s supply of all medications

 

Way to get by:

Jewelry or small objects you can sell if you run out of money

or your account access gets cut off

 

Things to help you cope:

Pictures

Keepsakes

Children’s small toys and books

Serving clients throughout Texas, including Collin, Dallas, Denton, Ellis, Grayson, Kaufman, Rockwall and Tarrant counties and the communities of Addison, Allen, Arlington, Carrollton, Dallas, Fort Worth, Frisco, Garland, Grapevine, Highland Park, McKinney, Mesquite, Plano, Richardson, Rowlett and University Park, Murphy,Wylie, Lewisville, Flower Mound, Irving, along with surrounding DFW areas.