WPC2 ^.N7ʵh7:R?i}!8'#Fmckdlkd[Zp|[h&\s$zZ߅m%,4+eۈt 9QgO-̍ lnE}!dGDD!L*6u]J΋UN9_4wK. y:<KHq{CE+i4S:Sy!۪GayY `77ί9$EVv/~"9XOzLJ}ߩÒwDv =#%D;>2x]xs~Z471 0v! 0`! 0`! 0`N" 0`" 0`# 08n# 0# 02x$ 0$ 0:% 0Y% 0_9& 0 & 0j' 0 ) B** D/* D+* 0+ D/, 0, 06- 0- 0:. 0^ / 0<k/U6/U>/U*0^ E0wQ04U0i0x0 mz0N00 0V`1 0A1  10&d9 Z6Times New Roman RegularX($USUS.,2J+M 0_level1  X 2( ` hp x 223  ..  5+ ` hp x 5  2G+M 0_level2   /%` ` hp x /23  ..  5+ ` hp x 5  2D+M 0_level3   ," hp x ,23  ..  5+ ` hp x 5  2A+M 0_level4  ` ) hp x )23  ..  5+ ` hp x 5  2>+M 0_level5   &hhp x &23  ..  5+ ` hp x 5  2;+M 0_level6   #p x #23  ..  5+ ` hp x 5  28+M 0_level7  h  p x 23  ..  5+ ` hp x 5  25+M 0_level8   pp x 23  ..  5+ ` hp x 5  22+M 0_level9    x 23  ..  5+ ` hp x 5  2JM 0_levsl1  X 2( ` hp x 223  Ԁ  5+ ` hp x 5  2GM 0_levsl2   /%` ` hp x /23  Ԁ  5+ ` hp x 5  2DM 0_levsl3   ," hp x ,23  Ԁ  5+ ` hp x 5  2AM 0_levsl4  ` ) hp x )23  Ԁ  5+ ` hp x 5  2>M 0_levsl5   &hhp x &23  Ԁ  5+ ` hp x 5  2;M 0_levsl6   #p x #23  Ԁ  5+ ` hp x 5  28M 0_levsl7  h  p x 23  Ԁ  5+ ` hp x 5  25M 0_levsl8   pp x 23  Ԁ  5+ ` hp x 5  22M 0_levsl9    x 23  Ԁ  5+ ` hp x 5  2JM 0_levnl1  X 2( ` hp x 223   5+ ` hp x 5  2GM 0_levnl2   /%` ` hp x /23   5+ ` hp x 5  2DM 0_levnl3   ," hp x ,23   5+ ` hp x 5  2AM 0_levnl4  ` ) hp x )23   5+ ` hp x 5  2>M 0_levnl5   &hhp x &23   5+ ` hp x 5  2;M 0_levnl6   #p x #23   5+ ` hp x 5  28M 0_levnl7  h  p x 23   5+ ` hp x 5  25M 0_levnl8   pp x 23   5+ ` hp x 5  22M 0_levnl9    x 23   5+ ` hp x 5  0.Normal<:Definition T<AA:Definition L , 5+ ` hp x 5  5+ ` hp x 586Definition(''&H1      XXX(&H2  XXX(&H3  XXX(&H4 XXX XXX(&H5  XXX(&H6  XXX20Address8MM6Blockquote , , 5+ ` hp x 5   5+ ` hp x 5,*CITE,dl*CODEK?<6X9`(Courier NewKXXXS@\  `&Times New RomanS42Emphasis64Hyperlink    <:FollowedHype    4go2Keyboard K?<6X9`(Courier NewK XXXS@\  `&Times New RomanS<:Preformatted/%  ,Kk %#/K?<6X9`(Courier NewKXXXS@\  `&Times New RomanS/%  ,Kk %#/<:zBottom of 75(X7  ?A%2A`Arial?76(X7  XXXS@\  `&Times New RomanS&  d d4)1dxd'dxd<:zTop of For78(X7  ?A%2A`Arial?76(X7  XXXS@\  `&Times New RomanS4)2dxd0KS.SampleK?<6X9`(Courier NewKS@\  `&Times New RomanS0.Strong 8dl6TypewriterK?<6X9`(Courier NewKXXXS@\  `&Times New RomanS42Variable: 8HTML MarkupB      2 0CommentB  <6X9`(Courier New\  `&Times New Roman%2A`Arialɩ. Sy.:i+003|xBU J)USUS.,  _+XX SectionsoftheTexasProbateCodeAmendedin2003~!~!3!(#Page  1  (.3$ !USUS.,  (Vm$0   K !USUS.,  _I  @; ; XX SectionsoftheTexasProbateCodeAmendedin2003 #X0]Xq#Ԉ    [ThiscompilationwaspreparedbyGlennM._Karisch_.Whilehebelievesittobeaccurateand  complete,hecannotassurethatthisisthecase.]  %XX0]Compilation2003byGlennM.Karisch#X0]X%#   OOO b  TableofContents V     L   KVm  KVm0     Sec.5.JURISDICTION[ OFDISTRICTCOURTANDOTHERCOURTSOFRECORD ]WITH D  RESPECTTOPROBATEPROCEEDINGS[ ANDAPPEALSFROMPROBATE >  ORDERS ].#""J(#.u u (#(##4KVm݌ 8  Ќ  KVm  KVmM0     Sec.5A.MATTERSAPPERTAININGANDINCIDENTTOANESTATE[ ANDOTHER ,| PROBATECOURTJURISDICTION ].#""J(#.+(#(##6KVmMi݌ &v Ќ  KVm  KVmv0     Sec.5B.TRANSFEROFPROCEEDING.#""J(#.*(#(##7KVmv݌ j Ќ  KVm  KVmF0     Sec.8.CONCURRENTVENUEANDTRANSFEROFPROCEEDINGS#""J(#.>(#(##7KVmFb݌ ^ Ќ  KVm  KVm*0     Sec.10C.EFFECTOFFILINGORCONTESTINGPLEADING#""J(#.;(#(##8KVm*F݌ R Ќ  KVm  KVm 0     Sec.37C.SATISFACTIONOFDEVISE.#""J(#.+(#(##8KVm '݌ F Ќ  KVm  KVm0     Sec.58c.EXERCISEOFPOWEROFAPPOINTMENT.#""J(#.uu5(#(##9KVm݌ : Ќ  KVm  KVm 0     Sec.59A.CONTRACTSCONCERNINGSUCCESSION.#""J(#.  4(#(##9KVm ݌  . Ќ  KVm  KVm 0     Sec.67._PRETERMITTED_ԀCHILD.#""J(#.&(#(##9KVm ݌ "" Ќ  KVm  KVm} 0     Sec.84.PROOFOFWRITTENWILLPRODUCEDINCOURT.#`"`"I(#.;(#(##11KVm} ݌ $ ! Ќ  KVm  KVm_ 0     Sec.222A.REINSTATEMENTAFTERREMOVAL.#`"`"I(#.//1(#(##12KVm_ { ݌ & "# Ќ  KVm  KVm7 0     Sec.245.WHENCOSTSAREADJUDGEDAGAINSTREPRESENTATIVE#`"`"I(#.B(#(##13KVm7 S ݌ (#% Ќ  KVm  KVm 0     Sec.322.CLASSIFICATIONOFCLAIMSAGAINSTESTATESOFDECEDENT.#`"`"I(#.I(#(##13KVm <݌ *%' Ќ  KVm  KVm0     Sec.322A.APPORTIONMENTOFTAXES.#`"`"I(#.,(#(##14KVm,݌ ,') Ќ  KVm -(*   KVm0     Sec.333.CERTAINPERSONALPROPERTYTOBESOLD.#`"`"I(#.9(#(##19KVm݌  Ќ  KVm  KVm0     Sec.378B.ALLOCATIONOFINCOMEANDEXPENSESDURINGADMINISTRATIONOF  DECEDENT'SESTATE.#`"`"I(#.!(#(##20KVm݌  Ќ  KVm  KVm0     Sec.389.[repealed]#`"`"I(#. (#(##21KVm݌   Ќ  KVm  KVm0     Sec.438A.CONVENIENCEACCOUNT.#`"`"I(#.)(#(##21KVm݌   Ќ  KVm  KVm0     Sec.439A.UNIFORMSINGLEPARTYORMULTIPLEPARTYACCOUNTFORM.#`"`"I(#.% % J(#(##22KVm݌ z   Ќ  KVm  KVm~0     Sec.442.RIGHTSOFCREDITORS;PLEDGEOFACCOUNT.#`"`"I(#.;(#(##25KVm~݌ n  Ќ  KVm  KVmf0     Sec.606.[ DISTRICTCOURTANDOTHERCOURTOFRECORD ]JURISDICTIONWITH b  RESPECTTOGUARDIANSHIPPROCEEDINGS#`"`"I(#.2(#(##26KVmf݌ \  Ќ  KVm  KVm0     Sec.607.MATTERSAPPERTAININGANDINCIDENTTOANESTATE.#`"`"I(#.D(#(##28KVm݌ P Ќ  KVm  KVm0     Sec.608.TRANSFEROFGUARDIANSHIPPROCEEDING.#`"`"I(#.8(#(##29KVm݌ D Ќ  KVm  KVmk0     Sec.633.NOTICEANDCITATION.#`"`"I(#.||((#(##29KVmk݌ 8 Ќ  KVm  KVm:0     Sec.634.SERVICEONATTORNEY.#`"`"I(#.((#(##32KVm:V݌ ,| Ќ  KVm  KVm 0     Sec.645A.IMMUNITY#`"`"I(#.F F (#(##32KVm %݌  p Ќ  KVm  KVm0     Sec.665B.COMPENSATIONOFCERTAINATTORNEYS#`"`"I(#.6(#(##32KVm݌ d Ќ  KVm  KVm0     Sec.682.APPLICATION;CONTENTS#`"`"I(#.EE)(#(##33KVm݌  X Ќ  KVm  KVmz0     Sec.687.EXAMINATIONSANDREPORTS#`"`"I(#.99-(#(##35KVmz݌ !L Ќ  KVm  KVmN0     Sec.729.INVENTORYANDAPPRAISEMENT#`"`"I(#..(#(##36KVmNj݌ #@  Ќ  KVm  KVm#0     Sec.743.REPORTSOFGUARDIANSOFTHEPERSON#`"`"I(#.6(#(##37KVm#?݌ %4!" Ќ  KVm  KVm0     Sec.745.SETTLINGGUARDIANSHIPSOFTHEESTATE#`"`"I(#.9(#(##40KVm݌ '(#$ Ќ  KVm  KVm0     Sec.747.TERMINATIONOFGUARDIANSHIPOFTHEPERSON#`"`"I(#.--=(#(##41KVm݌ )%& Ќ  KVm  KVm 0     Sec.762.REINSTATEMENTAFTERREMOVAL#`"`"I(#.0(#(##41KVm ݌ +'( Ќ  KVm  KVm!0     Sec.765.SUCCESSORS'RETURNOFINVENTORY,APPRAISEMENT,ANDLISTOF  CLAIMS.#`"`"I(#.P P (#(##42KVm!!݌  Ќ  KVm  KVm"0     Sec.767.POWERSANDDUTIESOFGUARDIANSOFTHEPERSON#`"`"I(#.@(#(##42KVm""݌  Ќ  KVm  KVm#0     Sec.768.GENERALPOWERSANDDUTIESOFGUARDIANOFTHEESTATE#`"`"I(#.~~G(#(##43KVm##݌   Ќ  KVm  KVm$0     Sec.770.CAREOFWARD;COMMITMENT#`"`"I(#.88,(#(##43KVm$$݌   Ќ  KVm  KVmU%0     Sec.770A.ADMINISTRATIONOFMEDICATION#`"`"I(#.//1(#(##44KVmU%q%݌ t  Ќ  KVm  KVm-&0     Sec.774.EXERCISEOFPOWERWITHORWITHOUTCOURTORDER#`"`"I(#.TTB(#(##44KVm-&I&݌ h  Ќ  KVm  KVm'0     Sec.776.AMOUNTS[ SUMS ]ALLOWABLEFOREDUCATIONANDMAINTENANCEOF \  WARD#`"`"I(#.U U (#(##46KVm'2'݌ V Ќ  KVm  KVm/(0     Sec.812.CERTAINPERSONALPROPERTYTOBESOLD#`"`"I(#.8(#(##47KVm/(K(݌ J Ќ  KVm  KVm)0     Sec.814.SPECIALPROVISIONSPERTAININGTOLIVESTOCK#`"`"I(#.>(#(##47KVm)*)݌ > Ќ  KVm  KVm)0     Sec.854.GUARDIANREQUIREDTOKEEPESTATEINVESTEDUNDERCERTAIN 2 CIRCUMSTANCES.#`"`"I(#. (#(##48KVm)*݌ ,| Ќ  KVm  KVm+0     Sec.855.STANDARDFORMANAGEMENTANDINVESTMENTS[ WITHOUTCOURT  p ORDER ].#`"`"I(#.  (#(##48KVm+$+݌ j Ќ  KVm  KVm!,0     Sec.855A.RETENTIONOFASSETS#`"`"I(#.((#(##50KVm!,=,݌ ^ Ќ  KVm  KVm,0     Sec.855B.PROCEDUREFORMAKINGINVESTMENTSORRETAININGESTATEASSETS.#`"`"I(#.""Q(#(##51KVm, -݌ !R Ќ  KVm  KVm-0     Sec.856.OTHERINVESTMENTS.#`"`"I(#.&(#(##52KVm-.݌ "F Ќ  KVm  KVm.0     Sec.857.INVESTMENTIN,ORCONTINUEDINVESTMENTIN,LIFEINSURANCEOR $: ! ANNUITIES.#`"`"I(#.K K (#(##52KVm..݌ %4!" Ќ  KVm  KVm/0     Sec.858.LOANSANDSECURITYFORLOANS#`"`"I(#.0(#(##54KVm//݌ '(#$ Ќ  KVm  KVm00     Sec.859[repealed]#`"`"I(#. (#(##56KVm00݌ )%& Ќ  KVm  KVmm10     Sec.860.GUARDIAN'SINVESTMENTSINREALESTATE#`"`"I(#.9(#(##56KVmm11݌ +'( Ќ  KVm  KVmM20     Sec.863.LIABILITYOFGUARDIANANDGUARDIAN'SSURETY[ FORFAILURETO  LENDORINVESTFUNDS ].#`"`"I(#.bb%(#(##57KVmM2i2݌  Ќ  KVm  KVmz30     Sec.864.[repealed]#`"`"I(#. (#(##57KVmz33݌  Ќ  KVm  KVm?40     Sec.868.TERMSOFMANAGEMENTTRUST.#`"`"I(#..(#(##57KVm?4[4݌   Ќ  KVm  KVm50     Sec.868A.DISCHARGEOFGUARDIANOFESTATEANDCONTINUATIONOFTRUST   #`"`"I(#.(#(##59KVm505݌ z   Ќ  KVm  KVm60     Sec.875.TEMPORARYGUARDIAN""PROCEDURE#`"`"I(#.1(#(##59KVm6;6݌ n  Ќ  KVm  KVm60     Sec883.INCAPACITATEDSPOUSE#`"`"I(#.'(#(##62KVm67݌ b  Ќ  @)OOO P @X0]XXX0]   Sec.5.JURISDICTION[ OFDISTRICTCOURTANDOTHERCOURTSOFRECORD ] > WITHRESPECTTOPROBATEPROCEEDINGS[ ANDAPPEALSFROMPROBATE 8 ORDERS ].  >8Ԁ[HB1473] 2   (a)[repealed][HB1473] &v #X0]XX@X0]8#@X0]XXX0]  (b)Inthosecountiesinwhichthereisnostatutoryprobatecourt,countycourtatlaw,orother j statutorycourtexercisingthejurisdictionofaprobatecourt,allapplications,petitions,andmotions d regardingprobateandadministrationsshallbefiledandheardinthecountycourt.In[ ,exceptthatin ] ^ contestedprobatematters,thejudgeofthecountycourtmayonthejudge'sownmotion[ ( ]orshallon  X themotionofanypartytotheproceeding,accordingtothemotion: !R    ` (1)[ ) ]request[ asprovidedbySection25.0022,GovernmentCode, ]theassignment "F ofastatutoryprobatecourtjudgetohearthecontestedportionoftheproceeding,asprovidedby #@  Section25.0022,GovernmentCode;or $: !    ` (2)transferthecontestedportionoftheproceedingtothedistrictcourt,whichmaythen &."# hearthecontestedmatterasiforiginallyfiledindistrictcourt.[HB1473] '(#$   (b1)Ifthejudgeofthecountycourthasnottransferredacontestedprobatemattertothe )%& districtcourtatthetimeapartyfilesamotionforassignmentofastatutoryprobatecourtjudge,the *&' countyjudgeshallgrantthemotionandmaynottransferthemattertodistrictcourtunlesstheparty +'( withdrawsthemotion.[HB1473]    (b2)Astatutoryprobatecourtjudgeassignedtoacontestedprobatematterasprovidedby  Subsection(b)ofthissection[ thissubsection ]has[ forthatmatter ]thejurisdictionandauthoritygranted  toastatutoryprobatecourtbySections5Aand5Bofthiscode.Onresolutionofacontestedmatter,  includinganappealofamatter,towhichastatutoryprobatecourtjudgehasbeenassigned,the   statutoryprobatecourtjudgeshalltransfertheresolvedportionofthecasetothecountycourtfor   furtherproceedingsnotinconsistentwiththeordersofthestatutoryprobatecourtjudge[ Thecounty   courtshallcontinuetoexercisejurisdictionoverthemanagementoftheestatewiththeexceptionofthe   contestedmatteruntilfinaldispositionofthecontestedmatterismadebytheassignedjudgeorthe z   districtcourt ].[HB1473] t    (b3)Incontestedmatterstransferredtothedistrictcourt[ inthosecounties ],thedistrictcourt h  has[ ,concurrentlywiththecountycourt,shallhave ]thegeneraljurisdictionofaprobatecourt.On b  [ Upon ]resolutionofa[ allpending ]contestedmatter,includinganappealofamatter,thedistrictcourt \  shalltransfer[ matters, ]theresolved[ contested ]portionofthecase[ probateproceedingshallbe V transferredbythedistrictcourt ]tothecountycourtforfurtherproceedingsnotinconsistentwiththe P ordersofthedistrictcourt.[HB1473] J   (b4)Thecountycourtshallcontinuetoexercisejurisdictionoverthemanagementoftheestate > withtheexceptionofthecontestedmatteruntilfinaldispositionofthecontestedmatterismadebythe 8 assignedstatutoryprobatecourtjudgeorthedistrictcourt.[HB1473] 2   (b5)IfacontestedportionoftheproceedingistransferredtoadistrictcourtunderSubsection &v (b3)ofthissection[ thissubsection ],theclerkofthedistrictcourtmayperforminrelationtothe  p transferredportionoftheproceedinganyfunctionacountyclerkmayperforminthattypeofcontested j proceeding.[HB1473] d   (c)Inthosecountiesinwhichthereisnostatutoryprobatecourt,butinwhichthereisacounty  X courtatlaworotherstatutorycourtexercisingthejurisdictionofaprobatecourt,allapplications, !R petitions,andmotionsregardingprobateandadministrationsshallbefiledandheardinthosecourtsand !L theconstitutionalcountycourt[ ,ratherthaninthedistrictcourts ],unlessotherwiseprovidedbylaw.The "F judgeofacountycourtmayhearanyofthosemattersregardingprobateoradministrationssittingfor #@  thejudgeofanyothercountycourt.Incontestedprobatematters,thejudgeoftheconstitutionalcounty $: ! courtmayonthejudge'sownmotion,andshallonthemotionofapartytotheproceeding,transferthe %4!" proceedingtothecountycourtatlaworastatutorycourtexercisingthejurisdictionofaprobatecourt &."# otherthanastatutoryprobatecourt.Thecourttowhichtheproceedingistransferredmayhearthe '(#$ proceedingasiforiginallyfiledinthecourt.[HB1473] ("$%   (d)Inthosecountiesinwhichthereisastatutoryprobatecourt,allapplications,petitions,and *&' motionsregardingprobateoradministrationsshallbefiledandheardinthestatutoryprobatecourt[ , +'( unlessotherwiseprovidedbylaw ].[HB1473]    (e)Astatutoryprobatecourthasconcurrentjurisdictionwiththedistrictcourtinallpersonal  injury,survival,orwrongfuldeathactionsbyoragainstapersonintheperson'scapacityasapersonal  representative,inallactionsinvolvinganintervivostrust,inallactionsinvolvingacharitabletrust,andin  allactionsinvolvingapersonalrepresentativeofanestateinwhicheachotherpartyalignedwiththe   personalrepresentativeisnotaninterestedpersoninthatestate[ testamentarytrust ].[HB1473]   S #  S#X0]XX@X0]9#@X0]XXX0]  (f)Allcourtsexercisingoriginalprobatejurisdictionshallhavethepowertohearallmatters  # incidenttoanestate.Whenasuretyiscalledontoperforminplaceofanadministrator,allcourts    exercisingoriginalprobatejurisdictionmayawardjudgmentagainstthepersonalrepresentativeinfavor c  ofhissuretyinthesamesuit.[unchangedin2003] +{     S F  AU    (g)Allfinalordersofanycourtexercisingoriginalprobatejurisdictionshallbeappealabletothe   courtsofappeals.[unchangedin2003] AUU݌   Ќ    S#X0]XX@X0]BS#@X0]XXX0](h)Astatutoryprobatecourthasjurisdictionoveranymatterappertainingtoanestateor -} incidenttoanestateandhasjurisdictionoveranycauseofactioninwhichapersonalrepresentativeof 'w anestatependinginthestatutoryprobatecourtisaparty.[HB1473] !q   (_i_)Astatutoryprobatecourtmayexercisethependentandancillaryjurisdictionnecessaryto e promotejudicialefficiencyandeconomy.[HB1473] _    Sec.5A.MATTERSAPPERTAININGANDINCIDENTTOANESTATE[ ANDOTHER S PROBATECOURTJURISDICTION ].  SYԀ[HB1473] M SDA S#X0]XX@X0]V#@X0]XXX0]  (a)Inproceedingsintheconstitutionalcountycourtsandstatutorycountycourtsatlaw,the D phrases"appertainingtoestates"and"incidenttoanestate"inthisCodeincludetheprobateofwills,the  \ issuanceofletterstestamentaryandofadministration,thedeterminationof_heirship_,andalsoinclude, $ butarenotlimitedto,allclaimsbyoragainstanestate,allactionsfortrialoftitletolandincidenttoan   estateandfortheenforcementofliensthereonincidenttoanestate,allactionsfortrialoftherightof d! propertyincidenttoanestate,andactionstoconstruewills,andgenerallyallmattersrelatingtothe ,"| settlement,partition,anddistributionofestatesofdeceasedpersons.[unchangedin2003] "D   #X0]XX@X0]ZZ#@X0]XXX0](b)Inproceedingsinthestatutoryprobatecourts[ anddistrictcourts ],thephrases *%z ! "appertainingtoestates"and"incidenttoanestate"inthisCodeincludetheprobateofwills,the %B!" issuanceofletterstestamentaryandofadministration,andthedeterminationof_heirship_,andalso & "# include,butarenotlimitedto,allclaimsbyoragainstanestate,allactionsfortrialoftitletolandandfor '"$ theenforcementofliensthereon,allactionsfortrialoftherightofproperty,allactionstoconstruewills, J(#% theinterpretationandadministrationoftestamentarytrustsandtheapplyingofconstructivetrusts,and )b$& generallyallmattersrelatingtothecollection,settlement,partition,anddistributionofestatesof )*%' deceasedpersons.Allstatutoryprobatecourtsmay,intheexerciseoftheirjurisdiction,notwithstanding *%( anyotherprovisionsofthisCode,hearallsuits,actions,andapplicationsfiledagainstoronbehalfof j+&) any_heirship_Ԁproceedingordecedent'sestate,includingestatesadministeredbyanindependent 2,'* executor;allsuchsuits,actions,andapplicationsareappertainingtoandincidenttoanestate.This  subsectionshallbeconstruedinconjunctionwithandinharmonywithSection145andallother x sectionsofthisCodedealingwithindependentexecutors,butshallnotbeconstruedsoastoincrease @ permissiblejudicialcontroloverindependentexecutors.Exceptfor[ Allstatutoryprobatecourtsshall X havethesamepowersoverindependentexecutorsthatareexercisablebythedistrictcourts.In ]   situationsinwhich[ where ]thejurisdictionofastatutoryprobatecourtisconcurrentwiththatofa  districtcourtasprovidedbySection5(e)ofthisCodeoranyothercourt,anycauseofaction `  appertainingtoestatesorincidenttoanestateshallbebroughtinastatutoryprobatecourt[ ratherthan ( x inthedistrictcourt ].#X0]XX@X0]J^#[HB1473]  @   (c)[repealed][HB1473] & v    (d)[repealed][HB1473] \    (e)[repealed][HB1473]   @X0]XXX0]  (f)Notwithstandinganyotherprovisionofthischapter,thepropervenueforanactionbyor  againstapersonalrepresentativeforpersonalinjury,death,orpropertydamagesisdeterminedunder  Section15.007,CivilPracticeandRemediesCode.[HB4] X    Sec.5B.TRANSFEROFPROCEEDING.  iԀ(a)Ajudgeofastatutoryprobatecourt,onthe  motionofapartytotheactionoronthemotionofapersoninterestedinanestate,maytransfertohis V courtfromadistrict,county,orstatutorycourtacauseofactionappertainingtoorincidenttoanestate n pendinginthestatutoryprobatecourtoracauseofactioninwhichapersonalrepresentativeofan 6 estatependinginthestatutoryprobatecourtisapartyandmayconsolidatethetransferredcauseof  actionwiththeotherproceedingsinthestatutoryprobatecourtrelatingtothatestate.[HB4] v   (b)Notwithstandinganyotherprovisionofthischapter,thepropervenueforanactionbyor  againstapersonalrepresentativeforpersonalinjury,death,orpropertydamagesisdeterminedunder t Section15.007,CivilPracticeandRemediesCode.[HB4] < #X0]XX@X0]h#@X0]XXX0]   Sec.8.CONCURRENTVENUEANDTRANSFEROFPROCEEDINGS  n r!    S"0" o     (a)ConcurrentVenue.Whentwoormorecourtshaveconcurrentvenueofanestate,thecourt #*! inwhichapplicationforprobateproceedingsthereonisfirstfiledshallhaveandretainjurisdictionofthe $$ " estatetotheexclusionoftheothercourtorcourts.Theproceedingsshallbedeemedcommencedby %!# thefilingofanapplicationaverringfactssufficienttoconfervenue;andtheproceedingfirstlegally &"$ commencedshallextendtoallofthepropertyoftheestate.Provided,however,thatabonafide '#% purchaserofrealpropertyinrelianceonanysuchsubsequentproceeding,withoutknowledgeofits ( $& invalidity,shallbeprotectedinsuchpurchaseunlessthedecreeadmittingthewilltoprobateorgranting )%' administrationinthepriorproceedingshallberecordedintheofficeofthecountyclerkofthecountyin *&( whichsuchpropertyislocated.[unchangedin2003] oSo݌ +&) Ќ     SS s    (b)ProceedingsinMoreThanOneCounty.Ifproceedingsforprobatearecommencedin S morethanonecounty,theyshallbestayedexceptinthecountywherefirstcommenceduntilfinal M determinationofvenueinthecountywherefirstcommenced.Ifthepropervenueisfinallydeterminedto G beinanothercounty,theclerk,aftermakingandretainingatruecopyoftheentirefileinthecase,shall A transmittheoriginalfiletothepropercounty,andproceedingsshallthereuponbehadintheproper ; countyinthesamemannerasiftheproceedingshadoriginallybeeninstitutedtherein.[unchangedin  5 2003] s*t݌  / Ќ     S , | w    (c)TransferofProceeding. ww݌   Ќ     So   dx      ` (1)TransferforWantofVenue.Ifitappearstothecourtatanytimebeforethefinal i  decreethattheproceedingwascommencedinacourtwhichdidnothavepriorityofvenueoversuch c  proceeding,thecourtshall,ontheapplicationofanyinterestedperson,transfertheproceedingtothe  ]  propercountybytransmittingtothepropercourtinsuchcountytheoriginalfileinsuchcase,together W  withcertifiedcopiesofallentriesintheminutestheretoforemade,andadministrationoftheestatein Q  suchcountyshallbecompletedinthesamemannerasiftheproceedinghadoriginallybeeninstituted K therein;but,ifthequestionastopriorityofvenueisnotraisedbeforefinaldecreeintheproceedingsis E announced,thefinalityofsuchdecreeshallnotbeaffectedbyanyerrorinvenue.[unchangedin2003] dxx݌ ? Ќ     ` (2)TransferforConvenienceoftheEstate.Ifitappearstothecourtatanytimebefore  theestateisclosedthatitwouldbeinthebestinterestoftheestate,thecourt,initsdiscretion,may  ordertheproceedingtransferredtothepropercourtinanyothercountyinthisState.Theclerkofthe } courtfromwhichtheproceedingistransferredshalltransmittothecourttowhichtheproceedingis w transferredtheoriginalfileintheproceedingandacertifiedcopyoftheindex[ entriesintheminutesthat q relatetotheproceeding ].#X0]XX@X0]_n#@X0]XXX0][HB1473] k   (d)ValidationofPriorProceedings.Whenaproceedingistransferredtoanothercountyunder  U anyprovisionofthisSectionofthisCode,allordersenteredinconnectionwiththeproceedingshallbe  O validandshallberecognizedinthesecondcourt,providedsuchordersweremadeandenteredin !I conformancewiththeprocedureprescribedbythisCode.[unchangedin2003] "C    S$@$      (e)JurisdictiontoDetermineVenue.Anycourtinwhichtherehasbeenfiledanapplicationfor %  proceedingsinprobateshallhavefulljurisdictiontodeterminethevenueofsuchproceeding,andofany &! proceedingrelatingthereto,anditsdeterminationshallnotbesubjecttocollateralattack.[unchangedin '"  2003] +݌ {(#! Ќ  #X0]XX@X0]#@X0]XXX0]   Sec.10C.EFFECTOFFILINGORCONTESTINGPLEADING ctv.(a)Thefilingor +e&# contestinginprobatecourtofanypleadingrelatingtoadecedent'sestatedoesnotconstitute_tortious_ ,_'$ interferencewithinheritanceoftheestate.[HB1473]    (b)ThissectiondoesnotabrogateanyrightsofapersonunderRule13,TexasRulesofCivil J Procedure,orChapter10,CivilPracticeandRemediesCode.[HB1473] D    Sec.37C.SATISFACTIONOFDEVISE. ctɆԀ(a)Propertygiventoapersonbyatestatorduring  . thetestator'slifetimeisconsideredasatisfaction,eitherwhollyorpartly,ofadevisetothepersonif:  (    ` (1)thetestator'swillprovidesfordeductionofthelifetimegift; r     ` (2)thetestatordeclaresinacontemporaneouswritingthatthelifetimegiftistobe  \  deductedfromorisinsatisfactionofthedevise;or V     ` (3)thedeviseeacknowledgesinwritingthatthelifetimegiftisinsatisfactionofthe   devise.[HB1473]    (b)Propertygiveninpartialsatisfactionofadeviseshallbevaluedasoftheearlierofthedate 4 onwhichthedeviseeacquirespossessionoforenjoysthepropertyorthedateonwhichthetestator .~ dies.[HB1473] (x    Sec.58c.EXERCISEOFPOWEROFAPPOINTMENT. ctԀAtestatormaynotexercisea  powerofappointmentthrougharesiduaryclauseinthetestator'swillorthroughawillprovidingfor   generaldispositionofallthetestator'spropertyunless:     ` (1)thetestatormakesaspecificreferencetothepowerinthewill;or P!    ` (2)thereissomeotherindicationinwritingthatthetestatorintendedtoincludethe #: propertysubjecttothepowerinthewill.[HB1473] $4  #X0]XX@X0]G#@X0]XXX0]   Sec.59A.CONTRACTSCONCERNINGSUCCESSION. ctԀ(a)Acontracttomakeawillor ~'" devise,ornottorevokeawillordevise,ifexecutedorenteredintoonorafterSeptember1,1979,can x(# beestablishedonlyby: r)$    ` (1)provisionsofawrittenagreementthatisbindingandenforceable;or  ,\'! Ї   ` (2)provisionsofawillstatingthatacontractdoesexistandstatingthematerial  provisionsofthecontract.#X0]XX@X0]ҍ#@X0]XXX0][HB1473]     SJG     (b)Theexecutionofajointwillorreciprocalwillsdoesnotbyitselfsufficeasevidenceofthe J existenceofacontract.[unchangedin2003] !݌ D Ќ    #X0]XX@X0]#@X0]XXX0]  Sec.67._PRETERMITTED_ԀCHILD. ctԀ(a)Whenevera_pretermitted_Ԁchildisnotmentionedinthe  . testator'swill,providedforinthetestator'swill,orotherwiseprovidedforbythetestator,the   _pretermitted_Ԁchildshallsucceedtoaportionofthetestator'sestateasprovidedbySubsection(a)(1)or n  (a)(2)ofthissection. 6     ` (1)Ifthetestatorhasoneormorechildrenlivingwhenheexecuteshislastwill,and: l     `  (A)Noprovisionismadethereinforanysuchchild,a_pretermitted_Ԁchild   succeedstotheportionofthetestator'sseparateandcommunityestatetowhichthe_pretermitted_Ԁchild j  wouldhavebeenentitledpursuanttoSection38(a)ofthiscodehadthetestatordiedintestatewithouta 2 survivingspouseowningonlythatportionofhisestatenotdevisedorbequeathedtotheparentofthe J _pretermitted_Ԁchild.     `  (B)Provision,whethervestedorcontingent,ismadethereinforoneormoreof H suchchildren,a_pretermitted_Ԁchildisentitledtoshareinthetestator'sestateasfollows:     `    (_i_)Theportionofthetestator'sestatetowhichthe_pretermitted_Ԁchildis F entitledislimitedtothedispositionmadetochildrenunderthewill.     `    (ii)The_pretermitted_Ԁchildshallreceivesuchshareofthetestator's D estate,aslimitedinSubparagraph(_i_),ashewouldhavereceivedhadthetestatorincludedall   _pretermitted_Ԁchildrenwiththechildrenuponwhombenefitswereconferredunderthewill,andgivenan  equalshareofsuchbenefitstoeachsuchchild. L    `    (iii)Totheextentthatitisfeasible,theinterestofthe_pretermitted_Ԁchild ! inthetestator'sestateshallbeofthesamecharacter,whetheranequitableorlegallifeestateorinfee, J" astheinterestthatthetestatorconferreduponhischildrenunderthewill. #b    ` (2)Ifthetestatorhasnochildlivingwhenheexecuteshislastwill,the_pretermitted_Ԁchild H% ! succeedstotheportionofthetestator'sseparateandcommunityestatetowhichthe_pretermitted_Ԁchild &`!" wouldhavebeenentitledpursuanttoSection38(a)ofthiscodehadthetestatordiedintestatewithouta &("# survivingspouseowningonlythatportionofhisestatenotdevisedorbequeathedtotheparentofthe '"$ _pretermitted_Ԁchild.#X0]XX@X0]i#@X0]XXX0]Ԁ[HB1473] h(#%   (b)The_pretermitted_Ԁchildmayrecovertheshareofthetestator'sestatetowhichheisentitled *%' eitherfromtheotherchildrenunderSubsection(a)(1)(B)orthetestamentarybeneficiariesunder f+&( Subsections(a)(1)(A)and(a)(2)otherthantheparentofthe_pretermitted_Ԁchild,ratably,outofthe .,~') portionsofsuchestatepassingtosuchpersonsunderthewill.Inabatingtheinterestsofsuch  beneficiaries,thecharacterofthetestamentaryplanadoptedbythetestatorshallbepreservedtothe x maximumextentpossible.[unchangedin2003] @    S[      (c)A"_pretermitted_Ԁchild,"asusedinthissection,meansachildofatestatorwho,duringthe  lifetimeofthetestator,orafterhisdeath,isbornoradoptedaftertheexecutionofthewillofthe   testator.[unchangedin2003] ƣ݌   Ќ     S<  9      (d)Forthepurposesofthissection,achildisprovidedfororaprovisionismadeforachildifa 6  dispositionofpropertytoorforthebenefitofthe_pretermitted_Ԁchild,whethervestedorcontingent,is 0  made: ƥ݌ *z  Ќ    (1)inthetestator'swill,includingadeviseorbequesttoatrusteeasauthorizedbySection   58(a)ofthiscode;or     (2)outsidethetestator'swillandisintendedtotakeeffectatthetestator'sdeath.[unchangedin X 2003] R #X0]XX@X0]S#@X0]XXX0]   Sec.84.PROOFOFWRITTENWILLPRODUCEDINCOURT. !Ԁ(a)SelfProvedWill.Ifa < willisselfprovedasprovidedinthisCode,nofurtherproofofitsexecutionwiththeformalitiesand 6 solemnitiesandunderthecircumstancesrequiredtomakeitavalidwillshallbenecessary.[unchanged 0 in2003] *   (b)AttestedWrittenWill.IfnotselfprovedasprovidedinthisCode,anattestedwrittenwill t producedincourtmaybeproved: n    ` (1)Bythesworntestimonyoraffidavitofoneormoreofthesubscribingwitnesses "X thereto,takeninopencourt. #R    ` (2)Ifallthewitnessesarenonresidentsofthecounty,orthosewhoareresidentsare %  unabletoattendcourt,bythesworntestimonyofanyoneormoreofthembydeposition,eitherwritten &! ororal,takeninthesamemannerandunderthesamerulesasdepositionstakeninothercivilactions; '" or,ifnooppositioninwritingtosuchwillisfiledonorbeforethedatesetforhearingthereon,thenby (#  thesworntestimonyoraffidavitoftwowitnessestakeninopencourt,orbydepositioninthemanner )$! providedherein,tothesignatureorthehandwritingevidencedtherebyofoneormoreoftheattesting ~*%" witnesses,orofthetestator,ifhesignedthewill;or,ifitbeshownunderoathtothesatisfactionofthe x+&# courtthat,diligentsearchhavingbeenmade,onlyonewitnesscanbefoundwhocanmaketherequired  proof,thenbythesworntestimonyoraffidavitofsuchonetakeninopencourt,orbydepositioninthe  mannerprovidedherein,tosuchsignaturesorhandwriting.     ` (3)Ifnoneofthewitnessesisliving,orifallofsuchwitnessesaremembersofthe >  armedforcesoftheUnitedStatesofAmericaorofanyauxiliarythereof,orofthearmedforcesreserve 8  oftheUnitedStatesofAmericaorofanyauxiliarythereof,oroftheMaritimeService,andarebeyond 2  thejurisdictionofthecourt,bytwowitnessestothehandwritingofoneorbothofthesubscribing , | witnessesthereto,orofthetestator,ifsignedbyhim,andsuchproofmaybeeitherbysworntestimony & v oraffidavittakeninopencourt,orbydeposition,eitherwrittenororal,takeninthesamemannerand  p  underthesamerulesasdepositionstakeninothercivilactions;or,ifitbeshownunderoathtothe j  satisfactionofthecourtthat,diligentsearchhavingbeenmade,onlyonewitnesscanbefoundwhocan d  maketherequiredproof,thenbythesworntestimonyoraffidavitofsuchonetakeninopencourt,or ^  bydepositioninthemannerprovidedherein,tosuchsignaturesorhandwriting.[unchangedin2003] X    (c)[ (b) ]HolographicWill.IfnotselfprovedasprovidedinthisCode,awillwhollyinthe  handwritingofthetestatormaybeprovedbytwowitnessestohishandwriting,whichevidencemaybe  bysworntestimonyoraffidavittakeninopencourt,or,ifsuchwitnessesarenonresidentsofthe  countyorareresidentswhoareunabletoattendcourt,bydeposition,eitherwrittenororal,takeninthe  samemannerandunderthesamerulesasdepositionstakeninothercivilactions.[HB1473]    (d)[ (c) ]DepositionsifNoContestFiled.Ifnocontesthasbeenfiled,depositionsforthe $t purposeofestablishingawillmaybetakeninthesamemannerasprovidedinthisCodeforthetaking n ofdepositionswherethereisnoopposingpartyorattorneyofrecorduponwhomnoticeandcopiesof h interrogatoriesmaybeserved;and,insuchevent,thisSubsection,ratherthantheprecedingportionsof b thisSectionwhichprovideforthetakingofdepositionsunderthesamerulesasdepositionsinothercivil  \ actions,shallbeapplicable.[HB1473]  V #X0]XX@X0]#@X0]XXX0]   Sec.222A.REINSTATEMENTAFTERREMOVAL. mo.Ԁ(a)Notlaterthanthe10thdayafter " thedatethecourtsignstheorderofremoval,apersonalrepresentativewhoisremovedunder # Subsection(a)(1)(F)or(G),Section222,ofthiscodemayfileanapplicationwiththecourtfora $ hearingtodeterminewhetherthepersonalrepresentativeshouldbereinstated.[unchangedin2003] %    (b)Onthefilingofanapplicationforahearingunderthissection,thecourtclerkshallissuea ((x#! noticestatingthattheapplicationforreinstatementwasfiled,thenameofthe[ wardor ]decedent,and ")r$" thenameoftheapplicant.Theclerkshallissuethenoticetotheapplicantandtothesuccessor *l%# representativeof[ ,theward,apersoninterestedinthewelfareoftheward, ]thedecedent'sestate[ ,or +f&$ theward'sestateand,ifapplicable,toapersonwhohascontrolofthecareandcustodyoftheward ]. ,`'% Thenoticemustciteallpersonsinterestedintheestate[ orwelfareoftheward ]toappearatthetime  andplacestatedinthenoticeiftheywishtocontesttheapplication.#X0]XX@X0]#@X0]XXX0][HB1473]    (c)If,attheconclusionofahearingunderthissection,thecourtissatisfiedbyapreponderance D oftheevidencethattheapplicantdidnotengageintheconductthatdirectlyledtotheapplicant's >  removal,thecourtshallsetasideanorderappointingasuccessorrepresentative,ifany,andshallenter 8  anorderreinstatingtheapplicantaspersonalrepresentativeofthewardorestate.[unchangedin2003] 2     S "       (d)Ifthecourtsetsasidetheappointmentofasuccessorrepresentativeunderthissection,the    courtmayrequirethesuccessorrepresentativetoprepareandfile,underoath,anaccountingofthe   estateandtodetailthedispositionthesuccessorhasmadeofthepropertyoftheestate.[unchangedin   2003] D݌   Ќ  S#X0]XX@X0]#@X0]XXX0]   Sec.245.WHENCOSTSAREADJUDGEDAGAINSTREPRESENTATIVE mo.Whena Q  [ the ]personalrepresentative[ ofanestateorperson ]neglectstoperformarequired[ theperformance K ofany ]duty[ requiredofhim,andanycostsareincurredthereby, ]orifapersonalrepresentative[ he ]is E removedforcause,thepersonalrepresentative[ he ]andthesuretiesonthepersonalrepresentative's ? [ his ]bondare[ shallbe ]liablefor:(1)costsofremovalandotheradditionalcostsincurredthatarenot 9 authorizedexpenditures,asdefinedbythiscode;[ , ]and(2)[ for ]reasonableattorney'sfeesincurredin 3 removingthepersonalrepresentativeor[ himand ]inobtaining[ his ]complianceregardinganystatutory - dutythepersonalrepresentative[ he ]hasneglected.[HB1473] '    Sec.322.CLASSIFICATIONOFCLAIMSAGAINSTESTATESOFDECEDENT. mo  Claimsagainstanestateofadecedentshallbeclassifiedandhavepriorityofpayment,asfollows:    Class1.Funeralexpensesandexpensesoflastsicknessforareasonableamounttobe   approvedbythecourt,nottoexceedatotalofFifteenThousandDollars,withanyexcesstobe  classifiedandpaidasotherunsecuredclaims.[unchangedin2003]     Class2.Expensesofadministrationandexpensesincurredinthepreservation,safekeeping, " andmanagementoftheestate,includingfeesandexpensesawardedunderSection243ofthiscode. # [HB1473] $   Class3.SecuredclaimsformoneyunderSection306(a)(1),includingtaxliens,sofarasthe &!! samecanbepaidoutoftheproceedsofthepropertysubjecttosuchmortgageorotherlien,andwhen '"" morethanonemortgage,lien,orsecurityinterestshallexistuponthesameproperty,theyshallbepaid }(## inorderoftheirpriority.[unchangedin2003] w)$$   Class4.Claimsfortheprincipalamountofandaccruedinterestondelinquentchildsupportand k+&& childsupport_arrearages_Ԁthathavebeenconfirmedandreducedtomoneyjudgment,asdetermined  under_Subchapter_ԀF,Chapter157,FamilyCode.[unchangedin2003]    Class5.Claimsfortaxes,penalties,andinterestdueunderTitle2,TaxCode;Chapter8,Title  132,RevisedStatutes;Section81.111,NaturalResourcesCode;theMunicipalSalesandUseTax  Act(Chapter321,TaxCode);Section451.404,TransportationCode;or_Subchapter_ԀI,Chapter452,   TransportationCode.[unchangedin2003]     Class6.ClaimsforthecostofconfinementestablishedbytheinstitutionaldivisionoftheTexas   DepartmentofCriminalJusticeunderSection501.017,GovernmentCode.[unchangedin2003] z     Class7.ClaimsforrepaymentofmedicalassistancepaymentsmadebythestateunderChapter n  32,HumanResourcesCode,toorforthebenefitofthedecedent.Class8.Allotherclaims. h  [unchangedin2003] b  #X0]XX@X0]#@X0]XXX0]   Sec.322A.APPORTIONMENTOFTAXES. tԀ S(a)Inthissection: V    SF g     ` (1)"Estate"meansthegrossestateofadecedentasdeterminedforthepurposeof F estatetaxes. g݌ @ Ќ     S=      ` (2)"Estatetax"meansanyestate,inheritance,ordeathtaxleviedorassessedonthe  propertyofadecedent'sestate,becauseofthedeathofaperson,imposedbyfederal,state,local,or  foreignlaw,includingthefederalestatetaxandtheadditionalinheritancetaximposedbyChapter211,  TaxCode,andincludinginterestandpenaltiesimposedinadditiontothosetaxes.Estatetaxdoesnot ~ includeataximposedunderSection2701(d)(1)(A),InternalRevenueCodeof1986(26U.S.C. x Section2701(d)). ݌ r Ќ     Sb      ` (3)"Person"includesatrust,naturalperson,partnership,association,jointstock b company,corporation,government,politicalsubdivision,orgovernmentalagency. ݌  \ Ќ     S Y  d      ` (4)"Personinterestedintheestate"meansaperson,orafiduciaryonbehalfofthat ! person,whoisentitledtoreceive,orwhohasreceived,fromadecedentorbecauseofthedeathofthe " decedent,propertyincludedinthedecedent'sestateforpurposesoftheestatetax,butdoesnotinclude # acreditorofthedecedentorofthedecedent'sestate. d݌ $ Ќ     ` (5)"Representative"meanstherepresentative,executor,oradministratorofanestate, .'~"  oranyotherpersonwhoisrequiredtopayestatetaxesassessedagainsttheestate.[unchangedin ((x#! 2003] ")r$"    S*&o*%      (b) ` (1)Therepresentativeshallchargeeachpersoninterestedintheestateaportionofthe + '$ totalestatetaxassessedagainsttheestate.Theportionofeachestatetaxthatischargedtoeachperson  interestedintheestatemustrepresentthesameratioasthetaxablevalueofthatperson'sinterestinthe  estateincludedindeterminingtheamountofthetaxbearstothetotaltaxablevalueofalltheinterestsof  allpersonsinterestedintheestateincludedindeterminingtheamountofthetax.Inapportioningan  estatetaxunderthissubdivision,therepresentativeshalldisregardaportionofthetaxthatis  apportionedunderthelawimposingthetax,otherwiseapportionedbyfederallaw,orapportionedas   otherwiseprovidedbythissection. D݌   Ќ     ` (2)Subdivision(1)ofthissubsectiondoesnotapplytotheextentthedecedentina & v writtenintervivosortestamentaryinstrumentdisposingoforcreatinganinterestinpropertyspecifically  p  directsthemannerofapportionmentofestatetaxorgrantsadiscretionarypowerofapportionmentto j  anotherperson.Adirectionfortheapportionmentor_nonapportionment_Ԁofestatetaxislimitedtothe d  estatetaxonthepropertypassingundertheinstrumentunlesstheinstrumentisawillthatprovides ^  otherwise. X     SU $      ` (3)IfunderSubdivision(2)ofthissubsectiondirectionsfortheapportionmentofan  estatetaxintwoormoreinstrumentsexecutedbythesamepersonconflict,theinstrumentdisposingof  orcreatinganinterestinthepropertytobetaxedcontrols.Ifdirectionsfortheapportionmentofestate  taxintwoormoreinstrumentsexecutedbydifferentpersonsconflict,thedirectionofthepersonin  whoseestatethepropertyisincludedcontrols. $d݌  Ќ     S*z'       ` (4)Subdivisions(2)and(3)ofthissubsectiondonotgrantorenlargethepowerofa $t persontoapportionestatetaxtopropertypassingunderaninstrumentcreatedbyanotherpersonin n excessoftheestatetaxattributabletotheproperty.Subdivisions(2)and(3)ofthissubsectiondonot h applytotheextentfederallawdirectsadifferentmannerofapportionment.[unchangedin2003] R݌ b Ќ     S_      (c)Anydeduction,exemption,orcreditallowedbylawinconnectionwiththeestatetaxinures   toapersoninterestedintheestateasprovidedbySubsections(d)(f)ofthissection.[unchangedin ! 2003] ݌ " Ќ    (d)Ifthededuction,exemption,orcreditisallowedbecauseoftherelationshipoftheperson :%  interestedintheestatetothedecedent,orbecauseofthepurposeofthegift,thededuction,exemption, 4&! orcreditinurestothepersonhavingtherelationshiporreceivingthegift,unlessthatperson'sinterestin .'~"  theestateissubjecttoapriorpresentinterestthatisnotallowableasadeduction.Theestatetax ((x#! apportionabletothepersonhavingthepresentinterestshallbepaidfromthecorpusofthegiftorthe ")r$" interestofthepersonhavingtherelationship.[unchangedin2003]#X0]XX@X0]#@X0]XXX0] *l%#    S+ 'i+&    + '$   (e)Adeductionforpropertyoftheestatethatwaspreviouslytaxedandacreditforgifttaxes  ordeathtaxesofaforeigncountrythatwerepaidbythedecedentorhisestateinuresproportionallyto  allpersonsinterestedintheestatewhoareliableforashareoftheestatetax.[unchangedin2003]#X0]XX@X0]i#@X0]XXX0] ݌  Ќ     SDA "     (f)Acreditforinheritance,succession,orestatetaxes,ortaxesofasimilarnatureapplicableto >  propertyorinterests_includable_Ԁintheestate,inurestothepersonsinterestedintheestatewhoare 8  chargeablewithpaymentofaportionofthosetaxestotheextentthatthecreditreducesproportionately 2  thosetaxes.[unchangedin2003]#X0]XX@X0]#@X0]XXX0] "b݌ , | Ќ          (g)Totheextentthatpropertypassingtoorintrustforasurvivingspouseoracharitable,   public,orsimilargiftordeviseisnotanallowabledeductionforpurposesoftheestatetaxsolely   becauseofaninheritancetaxorotherdeathtaximposedonanddeductiblefromtheproperty,the   propertyisnotincludedinthecomputationprovidedforbySubsection(b)ofthissection,andtothat   extentnoapportionmentismadeagainsttheproperty.Theexclusionprovidedbythissubsectiondoes   notapplyiftheresultwouldbetodeprivetheestateofadeductionotherwiseallowableunderSection  2053(d),InternalRevenueCodeof1986,relatingtodeductionsforstatedeathtaxesontransfersfor  public,charitable,orreligioususes.[unchangedin2003]#X0]XX@X0]#@X0]XXX0] ݌  Ќ      D    (h)ExceptasprovidedbySubsection(_i_)(3)ofthissection,aninterestinincome,anestatefor 6 yearsorforlife,oranothertemporaryinterestinanypropertyorfundisnotsubjecttoapportionment. 0 Theestatetaxapportionabletothetemporaryinterestandtheremainder,ifany,ischargeableagainst *z thecorpusofthepropertyorthefundsthataresubjecttothetemporaryinterestandremainder. $t [unchangedin2003]#X0]XX@X0]#@X0]XXX0] Do݌ n Ќ    (_i_) ` (1)Inthissubsection,"qualifiedrealproperty"hasthemeaningassignedbySection  2032A,InternalRevenueCodeof1986(26U.S.C.Section2032A).     ` (2)IfanelectionismadeunderSection2032A,InternalRevenueCodeof1986(26 L" U.S.C.Section2032A),therepresentativeshallapportionestatetaxesaccordingtotheamountof F# federalestatetaxthatwouldbepayableiftheelectionwerenotmade.Theamountofthereductionof @$ theestatetaxresultingfromtheelectionshallbeappliedtoreducetheamountoftheestatetaxallocated :%  basedonthevalueofthequalifiedrealpropertythatisthesubjectoftheelection.Iftheamountapplied 4&! toreducethetaxesallocatedbasedonthevalueofthequalifiedrealpropertyisgreaterthantheamount .'~"  ofthosetaxes,theexcessshallbeappliedtotheportionofthetaxesallocatedforallotherproperty. ((x#! ThisamountistobeapportionedunderSubsection(b)(1)ofthissection. ")r$"    ` (3)IfadditionalfederalestatetaxisimposedunderSection2032A(c),Internal + '$ RevenueCodeof1986(26U.S.C.Section2032A)becauseofanearlydispositionorcessationofa  qualifieduse,theadditionaltaxshallbeequitablyapportionedamongthepersonswhohaveaninterest  intheportionofthequalifiedrealpropertytowhichtheadditionaltaxisattributableinproportionto  theirinterests.Theadditionaltaxisachargeagainstsuchqualifiedrealproperty.Ifthequalifiedreal  propertyissplitbetweenoneormorelifeorterminterestsandremainderinterests,theadditionaltax  shallbeapportionedtoeachpersonwhoseactionorcessationofusecausedtheimpositionof   additionaltax,unlessallpersonswithaninterestinthequalifiedrealpropertyagreeinwritingtodispose   oftheproperty,inwhichcasetheadditionaltaxshallbeapportionedamongtheremainderinterests.   [unchangedin2003]#X0]XX@X0]#@X0]XXX0]     (j)[repealed][HB1473] j    (k)Ifthedateforthepaymentofanyportionofanestatetaxisextended,theamountofthe   extendedtaxshallbeapportionedtothepersonswhoreceivethespecificpropertythatgivesrisetothe   extension.Thosepersonsareentitledtothebenefitsandshallbeartheburdensoftheextension.  [unchangedin2003]#X0]XX@X0]#@X0]XXX0]    (l)Iffederallawdirectstheapportionmentofthefederalestatetax,asimilarstatetaxshallbe < apportionedinthesamemanner.[unchangedin2003]#X0]XX@X0]#@X0]XXX0] 6    S& b      (m)Interestonanextensionofestatetaxandinterestandpenaltiesonadeficiencyshallbe   apportionedequitablytoreflectthebenefitsandburdensoftheextensionordeficiencyandofanytax  deductionassociatedwiththeinterestandpenalties,butiftheassessmentorpenaltyandinterestisdue  todelaycausedbythenegligenceoftherepresentative,therepresentativeshallbechargedwiththe  amountofassessedpenaltyandinterest.[unchangedin2003]#X0]XX@X0] #@X0]XXX0] b  ݌  Ќ    (n)Ifproperty_includable_Ԁinanestatedoesnotcomeintopossessionoftherepresentative R! obligatedtopaytheestatetax,therepresentativeshallrecoverfromeachpersoninterestedintheestate L" theamountoftheestatetaxapportionedtothepersonunderthissectionorassigntopersonsaffected F# bythetaxobligationtherepresentative'srightofrecovery.Theobligationtorecoverataxunderthis @$ subsectiondoesnotapplyif: :%     ` (1)thedutyiswaivedbythepartiesaffectedbythetaxobligationorbytheinstrument '$#  underwhichtherepresentativederivespowers;or ($!    ` (2)inthereasonablejudgmentoftherepresentative,proceedingtorecoverthetaxis h+&# notcosteffective.[unchangedin2003]#X0]XX@X0]2 #@X0]XXX0]    (o)Ifarepresentativecannotcollectfromapersoninterestedintheestateanunpaidamountof J estatetaxapportionedtotheperson,theamountnotcollectedshallbeapportionedamongtheother D personsinterestedintheestatewhoaresubjecttoapportionmentinthesamemannerasprovidedby >  Subsection(b)(1)ofthissection.Apersonwhoischargedwithorwhopaysanapportionedamount 8  underthissubsectionbecauseanotherpersonfailedtopayanamountofestatetaxapportionedtothe 2  personhasarightofreimbursementforthatamountfromthepersonwhofailedtopaythetax.The , | representativemayenforcetherightofreimbursement,orthepersonwhoischargedwithorwhopays & v anapportionedamountunderthissubsectionmayenforcetherightofreimbursementdirectlybyan  p  assignmentfromtherepresentative.Apersonassignedtherightunderthissubsectionis_subrogated_Ԁto j  therightsoftherepresentative.Arepresentativewhohasarightofreimbursementmaypetitionacourt d  todeterminetherightofreimbursement.[unchangedin2003]#X0]XX@X0]#@X0]XXX0] ^    (p)Thissectionshallbeappliedaftergivingeffecttoanydisclaimersmadeinaccordancewith  Section37Aofthiscode.[unchangedin2003]#X0]XX@X0]1#@X0]XXX0]    (q)Interestandpenaltiesassessedagainsttheestatebyataxingauthorityshallbeapportioned < amongandchargedtothepersonsinterestedintheestateinthemannerprovidedbySubsection(b)of 6 thissection,unless,onapplicationbyanypersoninterestedintheestate,thecourtdeterminesthatthe 0 proposedapportionmentisnotequitableorthattheassessmentofinterestorpenaltieswascausedbya *z breachoffiduciarydutyofarepresentative.Iftheapportionmentisnotequitable,thecourtmay $t apportioninterestandpenaltiesinanequitablemanner.Iftheassessmentofinterestorpenaltieswas n causedbyabreachoffiduciarydutyofarepresentative,thecourtmaychargetherepresentativewith h theamountoftheinterestandpenaltiesassessedattributabletohisconduct.[unchangedin2003]#X0]XX@X0]G#@X0]XXX0] b   (r)Expensesreasonablyincurredbyarepresentativeindeterminationoftheamount,   apportionment,orcollectionoftheestatetaxshallbeapportionedamongandchargedtopersons ! interestedintheestateinthemannerprovidedbySubsection(b)ofthissectionunless,onapplication " byanypersoninterestedintheestate,thecourtdeterminesthattheproposedapportionmentisnot # equitable.Ifthecourtdeterminesthattheassessmentisnotequitable,thecourtmayapportionthe $ expensesinanequitablemanner.[unchangedin2003]#X0]XX@X0]v#@X0]XXX0] %    (s)Forthepurposesofthissection,"court"meansacourtinwhichproceedingsfor ((x#! administrationoftheestatearependingorhavebeencompletedor,ifnoproceedingsarependingor ")r$" havebeencompleted,acourtinwhichvenueliesfortheadministrationoftheestateofthedecedent. *l%# [unchangedin2003]#X0]XX@X0]j#@X0]XXX0] +f&$ Ї  (t)Arepresentativewhohaspossessionofanypropertyofanestatethatisdistributabletoa  personinterestedintheestatemaywithholdfromthatpropertyanamountequaltotheperson's  apportionedshareoftheestatetax.[unchangedin2003]#X0]XX@X0]N!#@X0]XXX0]    (u)Arepresentativeshallrecoverfromanypersoninterestedintheestatetheunpaidamountof >  theestatetaxapportionedandchargedtothepersonunderthissection,unlesstherepresentative 8  determinesingoodfaiththatanattempttorecoverthisamountwouldbeeconomicallyimpractical. 2  [unchangedin2003]#X0]XX@X0]"#@X0]XXX0] , |    S  y  %     (v)Arepresentativerequiredtorecoverunpaidamountsofestatetaxapportionedtopersons   interestedintheestateunderthissectionmaynotberequiredtoinitiatethenecessaryactionsuntilthe   expirationof90daysafterthedateofthefinaldeterminationoftheamountoftheestatetaxbythe   InternalRevenueService.Arepresentativewhoinitiatesanactionunderthissectionwithinareasonable   timeafterthe90dayperiodisnotsubjecttoanyliabilityorsurchargebecauseanyportionoftheestate   taxapportionedtoanypersoninterestedintheestatewascollectibleatatimefollowingthedeathofthe  decedentbutthereafterbecameuncollectible.[unchangedin2003]#X0]XX@X0]$#@X0]XXX0] %P%݌  Ќ     S< `)    (w)Arepresentativeactinginanotherstatemayinitiateanactioninacourtofthisstateto  recoveraproportionateamountofthefederalestatetax,ofanestatetaxpayabletoanotherstate,orof  adeathdutyduebyadecedent'sestatetoanotherstate,fromapersoninterestedintheestatewhois  domiciledinthisstateorownspropertyinthisstatesubjecttoattachmentorexecution.Intheaction,a } determinationofapportionmentbythecourthavingjurisdictionoftheadministrationofthedecedent's w estateintheotherstateisprimafaciecorrect.Thissectionappliesonlyifthestateinwhichthe q determinationofapportionmentwasmadeaffordsasubstantiallysimilarremedy.[unchangedin2003]#X0]XX@X0](#@X0]XXX0] `))݌ k Ќ    (x)AreferenceinthissectiontoasectionoftheInternalRevenueCodeof1986referstothe  U sectionasitexistsatthetimeinquestion.Thereferencealsoincludesacorrespondingsectionofa  O subsequentInternalRevenueCodeandthereferencedsectionasrenumberedifitisrenumbered. !I [unchangedin2003]#X0]XX@X0]F-#@X0]XXX0] "C    S$@$ /     (y)Theprevailingpartyinanactioninitiatedbyapersonforthecollectionofestatetaxesfrom %  apersoninterestedintheestatetowhomestatetaxeswereapportionedandchargedunderSubsection &! (b)ofthissectionshallbeawardednecessaryexpenses,includingreasonableattorney'sfees. '"  [unchangedin2003]#X0]XX@X0]S/#@X0]XXX0] //݌ {(#! Ќ  #X0]XX@X0]1#@X0]XXX0]   Sec.333.CERTAINPERSONALPROPERTYTOBESOLD. rsa2Ԁ(a)Therepresentativeofan +e&# estate,afterapprovalofinventoryandappraisement,shallpromptlyapplyforanorderofthecourtto ,_'$ sellatpublicauctionorprivately,forcashoroncreditnotexceedingsixmonths,alloftheestatethatis  liabletoperish,waste,ordeteriorateinvalue,orthatwillbeanexpenseordisadvantagetotheestateif  kept.Propertyexemptfromforcedsale,specificlegacies,andpersonalpropertynecessarytocarryon  afarm,ranch,factory,oranyotherbusinesswhichitisthoughtbesttooperate,shallnotbeincludedin  suchsales.[unchangedin2003]   S#X0]XX@X0]62#@X0]XXX0]  (b)IndeterminingwhethertoorderthesaleofanassetunderSubsection(a)ofthissection,the 2  courtshallconsider: , |    ` (1)therepresentative'sdutytotakecareofandmanagetheestateasapersonof  p  ordinaryprudence,discretion,andintelligencewouldexerciseinthemanagementoftheperson'sown j  affairs;and d     ` (2)whethertheassetconstitutesanassetthatatrusteeisauthorizedtoinvestunder X  Chapter117[ Section113.056 ]or_Subchapter_ԀF,Chapter113,PropertyCode.#X0]XX@X0] 6#@X0]XXX0][HB2240] R #X0]XX@X0]9#@X0]XXX0]#X0]XX@X0]t9#@X0]XXX0]   Sec.378B.ALLOCATIONOFINCOMEANDEXPENSESDURING F ADMINISTRATIONOFDECEDENT'SESTATE. se9Ԁ S(a)ExceptasprovidedbySubsection(b)ofthis  sectionandunlessthewillprovidesotherwise,allexpensesincurredinconnectionwiththesettlementof  adecedent'sestate,includingdebts,funeralexpenses,estatetaxes,[ interestand ]penaltiesrelatingto  estatetaxes,andfamilyallowances,shallbechargedagainsttheprincipaloftheestate.Feesand  expensesofanattorney,accountant,orotherprofessionaladvisor,commissionsandexpensesofa  personalrepresentative,courtcosts,andallothersimilarfeesorexpensesrelatingtotheadministration  oftheestateandinterestrelatingtoestatetaxesshallbeallocatedbetweentheincomeandprincipalof  theestateastheexecutordeterminesinitsdiscretiontobejustandequitable.[HB2241]    (b)Unlessthewillprovidesotherwise,incomefromtheassetsofadecedent'sestatethat .~ accruesafterthedeathofthetestatorandbeforedistribution,includingincomefrompropertyusedto ( x dischargeliabilities,shallbedeterminedaccordingtotherulesapplicabletoatrusteeundertheTexas "!r TrustCode(SubtitleB,Title9,PropertyCode)anddistributedasprovidedbyChapter116,Property "l Code,andSubsections(c)and[ , ](d)[ ,and(e) ]ofthissection.[HB2241] #f #X0]XX@X0]9#@X0]XXX0]    @     (c)Theincomefromthepropertybequeathedordevisedtoaspecificdeviseeshallbe ]%  distributedtothedeviseeafterreductionforpropertytaxes,ordinaryrepairs,insurancepremiums, W&!! interestaccruedafterthedeathofthetestator,otherexpensesofmanagementandoperationofthe Q'"" property,andothertaxes,includingthetaxesimposedontheincomethataccruesduringtheperiodof K(## administrationandthatispayabletothedevisee.[unchangedin2003] @%A݌ E)$$ Ќ    (d)The[ ExceptasprovidedbySubsection(f)ofthissection,the ]balanceofthenetincome +/'& shallbedistributedtoallotherdeviseesafterreductionforthebalanceofpropertytaxes,ordinary  repairs,insurancepremiums,interestaccrued,[ includinginterestaccruingasprovidedbySubsection(f)  ofthissectionafterthedeathofthetestator, ]otherexpensesofmanagementandoperationofall  propertyfromwhichtheestateisentitledtoincome,andtaxesimposedonincomethataccruesduring  theperiodofadministrationandthatispayableorallocabletothedevisees,inproportiontothe  devisees'respectiveinterestsintheundistributedassetsoftheestate.#X0]XX@X0]@#@X0]XXX0][HB2241]      (e)[repealed][HB2241]  )   [NotethepossibleconflictinSection378B(f)betweenHB1473andHB2241]  s      (f)[repealed][HB2241]  ]    (f)Adeviseeofapecuniarybequest,whetherornotintrust,shallbepaidinterestonthe   bequestatthelegalrateofinterestasprovidedbySection302.002,FinanceCode[ Article1.03,  RevisedStatutes(Article50691.03,Vernon'sTexasCivilStatutes) ],anditssubsequentamendments,  beginningoneyearafterthedatethecourtgrantsletterstestamentaryorlettersofadministration.#X0]XX@X0]$G#@X0]XXX0]Ԁ[HB  1473]    (g)Incomereceivedbyatrusteeunderthissectionshallbetreatedasincomeofthetrustas )y providedbySection116.101[ 113.103 ],PropertyCode.#X0]XX@X0]J#@X0]XXX0][HB2241] #s    Sp L     (h)Inthissection,"undistributedassets"includesfundsusedtopaydebts,administration   expenses,andfederalandstateestate,inheritance,succession,andgenerationskippingtransfertaxes  untilthedateofpaymentofthedebts,expenses,andtaxes.ExceptasrequiredbySections2055and  2056oftheInternalRevenueCodeof1986(26U.S.C._Secs_.2055and2056),anditssubsequent   amendments,thefrequencyandmethodofdeterminingthebeneficiaries'respectiveinterestsinthe ! undistributedassetsoftheestateshallbeintheexecutor'ssoleandabsolutediscretion.Theexecutor " mayconsiderallrelevantfactors,includingadministrativeconvenienceandexpenseandtheinterestsof # thevariousbeneficiariesoftheestateinordertoreachafairandequitableresultamongbeneficiaries. $ [unchangedin2003] LVL݌ %  Ќ  #X0]XX@X0]K#@X0]XXX0]  (_i_)Chapter116,PropertyCode,prevailstotheextentofanyconflictbetweenthissectionand '(w#  Chapter116,PropertyCode.[HB2241] !)q$!    Sec.389.[repealed] seRԀ[HB1470] + '# Ї   Sec.#X0]XX@X0]Q#@X0]XXX0]438A.CONVENIENCEACCOUNT. sesRԀ(a)Ifanaccountisestablishedatafinancial  institutionbyoneormoreparties[ aparty ]inthenamesoftheparties[ party ]andoneormore x conveniencesigners[ acosigner ]andthetermsoftheaccountprovidethatthesumsondepositarepaid @ ordeliveredtotheparties[ party ]ortotheconveniencesigners[ cosigner ]"fortheconvenience"ofthe X parties[ party ],theaccountisaconvenienceaccount.#X0]XX@X0]R#@X0]XXX0][HB2238]       U     (b)Themakingofadepositinaconvenienceaccountdoesnotaffectthetitletothedeposit.  5 [unchangedin2003] UU݌  / Ќ    #X0]XX@X0][U#@X0]XXX0](c)A[ The ]partytoaconvenienceaccountisnotconsideredtohavemadeagift[ ofonehalf ] y   ofthedepositorofanyadditionsoraccrualstothedeposittoaconveniencesigner[ thecosigner ].[HB s  2238] m    (d)Onthedeathofthelastsurvivingparty,aconveniencesigner[ thecosigner ]shallhaveno W  rightofsurvivorshipintheaccountandownershipoftheaccountremainsintheestateofthelast Q survivingparty.[HB2238] K   (e)Ifanadditionismadetotheaccountbyanyoneotherthana[ the ]party,theadditionand  accrualstotheadditionareconsideredtohavebeenmadebya[ the ]party.[HB2238]    (f)Alldepositstoaconvenienceaccountandadditionsandaccrualstothedepositsmaybe )y paidtoa[ the ]partyortoaconveniencesigner[ thecosigner ].Thefinancialinstitutioniscompletely #s releasedfromliabilityforapaymentmadefromtheaccountbeforethefinancialinstitutionreceives m noticeinwritingsignedbya[ the ]partynottomakethepaymentinaccordancewiththetermsofthe g account.Afterreceiptofthenoticefroma[ the ]party,thefinancialinstitutionmayrequirea[ the ]party a toapproveanyfurtherpaymentsfromtheaccount.[HB2238]  [   (g)Ifthefinancialinstitutionmakesapaymentofthesumsondepositinaconvenienceaccount ! toaconveniencesigner[ thecosigner ]afterthedeathofthelastsurvivingpartyandbeforethefinancial " institutionhasreceivedwrittennoticeofthelastsurvivingparty'sdeath,thefinancialinstitutionis # completelyreleasedfromliabilityforthepayment.Ifafinancialinstitutionmakespaymenttothe $ personalrepresentativeofthedeceasedlastsurvivingparty'sestateafterthedeathofthelastsurviving %  partyandbeforeserviceonthefinancialinstitutionofacourtorderprohibitingpayment,thefinancial &!  institutionisreleasedtotheextentofthepaymentfromliabilitytoanypersonclaimingarighttothe '"! funds.Thereceiptbytherepresentativetowhompaymentismadeisacompletereleaseanddischarge {(#" ofthefinancialinstitution.[HB2238] u)$# #X0]XX@X0]V#@X0]XXX0]   Sec.439A.UNIFORMSINGLEPARTYORMULTIPLEPARTYACCOUNTFORM. peb ,_'% (a)Acontractofdepositthatcontainsprovisionssubstantiallythesameasintheformprovidedby  Subsection(b)ofthissectionestablishesthetypeofaccountselectedbyaparty.Theprovisionsofthis  partofChapterXIofthiscodegovernanaccountselectedundertheform,otherthanasingleparty  accountwithouta_P.O.D._Ԁdesignation.Acontractofdepositthatdoesnotcontainprovisions  substantiallythesameasintheformprovidedbySubsection(b)ofthissectionisgovernedbythe  provisionsofthischapterapplicabletotheaccountthatmostnearlyconformstothedepositor'sintent.   [unchangedin2003]   #X0]XX@X0]a#@X0]XXX0]  (b)Afinancialinstitutionmayusethefollowingformtoestablishthetypeofaccountselectedby & v aparty:  p  UNIFORMSINGLEPARTYORMULTIPLEPARTYACCOUNTSELECTIONFORM   NOTICE:Thetypeofaccountyouselectmaydeterminehowpropertypassesonyourdeath.Yourwill   maynotcontrolthedispositionoffundsheldinsomeofthefollowingaccounts.   Selectoneofthefollowingaccountsbyplacingyourinitialsnexttotheaccountselected: H ___(1)SINGLEPARTYACCOUNTWITHOUT"_P.O.D._"(PAYABLEONDEATH) 2 DESIGNATION.Thepartytotheaccountownstheaccount.Onthedeathoftheparty,ownershipof , theaccountpassesasapartoftheparty'sestateundertheparty'swillorbyintestacy. &   Enterthenameoftheparty: p   ______________________________   ___(2)SINGLEPARTYACCOUNTWITH"_P.O.D._"(PAYABLEONDEATH) W  DESIGNATION.Thepartytotheaccountownstheaccount.Onthedeathoftheparty,ownershipof Q! theaccountpassestothe_P.O.D._Ԁbeneficiariesoftheaccount.Theaccountisnotapartoftheparty's K" estate. E#   Enterthenameoftheparty: %/!   ______________________________ ,'|"   Enterthenameornamesofthe_P.O.D._Ԁbeneficiaries: )%    ______________________________ +c&!   ______________________________  ___(3)MULTIPLEPARTYACCOUNTWITHOUTRIGHTOFSURVIVORSHIP.Thepartiesto J theaccountowntheaccountinproportiontotheparties'netcontributionstotheaccount.Thefinancial D institutionmaypayanysumintheaccounttoapartyatanytime.Onthedeathofaparty,theparty's >  ownershipoftheaccountpassesasapartoftheparty'sestateundertheparty'swillorbyintestacy. 8    Enterthenamesoftheparties:  "   ______________________________ o    ______________________________ l    ______________________________   ___(4)MULTIPLEPARTYACCOUNTWITHRIGHTOFSURVIVORSHIP.Thepartiestothe S  accountowntheaccountinproportiontotheparties'netcontributionstotheaccount.Thefinancial M  institutionmaypayanysumintheaccounttoapartyatanytime.Onthedeathofaparty,theparty's G ownershipoftheaccountpassestothesurvivingparties. A   Enterthenamesoftheparties: +   ______________________________ (x   ______________________________ u ___(5)MULTIPLEPARTYACCOUNTWITHRIGHTOFSURVIVORSHIPAND_P.O.D._ _ (PAYABLEONDEATH)DESIGNATION.Thepartiestotheaccountowntheaccountinproportion  Y totheparties'netcontributionstotheaccount.Thefinancialinstitutionmaypayanysumintheaccount  S toapartyatanytime.Onthedeathofthelastsurvivingparty,theownershipoftheaccountpassesto  M the_P.O.D._Ԁbeneficiaries. !G   Enterthenamesoftheparties: $   ______________________________ %.!   ______________________________ +'{"   Enterthenameornamesofthe_P.O.D._Ԁbeneficiaries: )%   ______________________________ +b&    ______________________________  ___(6)CONVENIENCEACCOUNT.Theparties[ party ]totheaccountown[ owns ]theaccount. J Oneormoreconveniencesigners[ Thecosigner ]totheaccountmaymakeaccounttransactionsfora D [ the ]party.Aconveniencesigner[ Thecosigner ]doesnotowntheaccount.Onthedeathofthelast >  survivingparty,ownershipoftheaccountpassesasapartofthelastsurvivingparty'sestateunderthe 8  lastsurvivingparty'swillorbyintestacy.Thefinancialinstitutionmaypayfundsintheaccounttoa 2  conveniencesigner[ thecosigner ]beforethefinancialinstitutionreceivesnoticeofthedeathofthelast , | survivingparty.Thepaymenttoaconveniencesigner[ thecosigner ]doesnotaffecttheparties'[ party's ] & v ownershipoftheaccount.  p    Enterthenames[ name ]oftheparties[ party ]: m    ______________________________     ______________________________ W    Enterthenames[ name ]oftheconveniencesigners[ cosigner ]:    ______________________________ >   ______________________________ ; ___(7)TRUSTACCOUNT.Thepartiesnamedastrusteestotheaccountowntheaccountin % proportiontotheparties'netcontributionstotheaccount.Atrusteemaywithdrawfundsfromthe  account.Abeneficiarymaynotwithdrawfundsfromtheaccountbeforealltrusteesaredeceased.On  thedeathofthelastsurvivingtrustee,theownershipoftheaccountpassestothebeneficiary.Thetrust  accountisnotapartofatrustee'sestateanddoesnotpassunderthetrustee'swillorbyintestacy,   unlessthetrusteesurvivesallofthebeneficiariesandallothertrustees.    Enterthenameornamesofthetrustees:  T   ______________________________ Q!   ______________________________ "   Enterthenameornamesofthebeneficiaries: 8%    ______________________________ &!   ______________________________#X0]XX@X0]f#@X0]XXX0][HB2238] '"# S*&l*%#X0]XX@X0]ƀ#@X0]XXX0]  (c)Afinancialinstitutionshallbedeemedtohaveadequatelydisclosedtheinformationprovided *&  inthissectionifthefinancialinstitutionusestheformsetforthinSubsection(b)ofthissection.Ifa +&! financialinstitutionvariestheformatoftheformsetforthinSubsection(b)ofthissection,thensuch O,'" financialinstitutionmaymakedisclosuresintheaccountagreementorinanyotherformwhich  adequatelydisclosestheinformationprovidedinthissection.[unchangedin2003] x    S6 ׃     (d)Afinancialinstitutionmaycombineanyoftheprovisionsandvarytheformatofthe 0 selectionsformandnoticesdescribedinSubsection(b)ofthissectionprovidedthatthecustomer * receivesadequatedisclosureoftheownershiprightsandthereisappropriateindicationofthenamesof  $ theparties.Thismaybeaccomplishedinauniversalaccountformwithoptionslistedforselectionand   additionaldisclosuresprovidedintheaccountagreement,orinanyothermannerwhichadequately   disclosestheinformationprovidedinthissection.[unchangedin2003] ׃݌   Ќ  S#X0]XX@X0]<#@X0]XXX0]#X0]XX@X0]|#@X0]XXX0]   Sec.442.RIGHTSOFCREDITORS;PLEDGEOFACCOUNT. erԀNomultiplepartyaccount  Y  willbeeffectiveagainstanestateofadeceasedpartytotransfertoasurvivorsumsneededtopay S  debts,taxes,andexpensesofadministration,includingstatutoryallowancestothesurvivingspouseand M  minorchildren,ifotherassetsoftheestateareinsufficient.Nomultiplepartyaccountwillbeeffective G  againsttheclaimofasecuredcreditorwhohasalienontheaccount.Apartytoamultipleparty A accountmaypledgetheaccountorotherwisecreateasecurityinterestintheaccountwithoutthe ; joinderof,asappropriate,a_P.O.D._Ԁpayee,abeneficiary,aconveniencesigner,oranyotherpartytoa 5 jointaccount,regardlessofwhetherthereisarightofsurvivorship.Aconveniencesignermaynot / pledgeorotherwisecreateasecurityinterestinanaccount.Notlaterthanthe30thdayafterthedate ) onwhichasecurityinterestonamultiplepartyaccountisperfected,asecuredcreditorthatisa # financialinstitutiontheaccountsofwhichareinsuredbytheFederalDepositInsuranceCorporation  shallprovidewrittennoticeofthepledgeoftheaccounttoanyotherpartytotheaccountwhodidnot  createthesecurityinterest.Thenoticemustbesentbycertifiedmailtoanyotherpartyatthelast  addressthepartyprovidedtothedepositorybankandisnotrequiredtobeprovidedtoa_P.O.D._   payee,abeneficiary,oraconveniencesigner.Aparty,_P.O.D._Ԁpayee,orbeneficiarywhoreceives  paymentfromamultiplepartyaccountafterthedeathofadeceasedpartyshallbeliabletoaccountto  thedeceasedparty'spersonalrepresentativeforamountsthedecedentownedbeneficiallyimmediately  beforehisdeathtotheextentnecessarytodischargetheclaimsandchargesmentionedaboveremaining  unpaidafterapplicationofthedecedent'sestate,butisnotliableinanamountgreaterthantheamount   thattheparty,_P.O.D._Ԁpayee,orbeneficiaryreceivedfromthemultiplepartyaccount.Noproceeding ! toassertthisliabilityshallbecommencedunlessthepersonalrepresentativehasreceivedawritten " demandbyasurvivingspouse,acreditor,oroneactingforaminorchildofthedecedent,andno # proceedingshallbecommencedlaterthantwoyearsfollowingthedeathofthedecedent.Sums $  recoveredbythepersonalrepresentativeshallbeadministeredaspartofthedecedent'sestate.This % ! sectionshallnotaffecttherightofafinancialinstitutiontomakepaymentonmultiplepartyaccounts y&!" accordingtothetermsthereof,ormakeitliabletotheestateofadeceasedpartyunlessbefore s'"# paymenttheinstitutionreceivedwrittennoticefromthepersonalrepresentativestatingthesumsneeded m(#$ topaydebts,taxes,claims,andexpensesofadministration.[HB1590] g)$% #X0]XX@X0]#@X0]XXX0]#X0]XX@X0]ԕ#@X0]XXX0]   Sec.606.[ DISTRICTCOURTANDOTHERCOURTOFRECORD ]JURISDICTION [+&' WITHRESPECTTOGUARDIANSHIPPROCEEDINGS erB.[HB1470] U,'( Ї  (a)[repealed][HB1470]  #X0]XX@X0]#@X0]XXX0]  (b)Inthosecountiesinwhichthereisnostatutoryprobatecourt,countycourtatlaw,orother  statutorycourtexercisingthejurisdictionofaprobatecourt,allapplications,petitions,andmotions  regardingguardianships,mentalhealthmatters,andothermatterscoveredbythischaptershallbefiled  andheardinthecountycourt.In[ ,exceptthatin ]contestedguardianshipmatters,thejudgeofthe   countycourtmayonthejudge'sownmotion,orshallonthemotionofanypartytotheproceeding,   accordingtothemotion:      ` (1)[ , ]request[ asprovidedbySection25.0022,GovernmentCode, ]theassignmentof   astatutoryprobatecourtjudgetohearthecontestedportionoftheproceeding,asprovidedbySection z   25.0022,GovernmentCode;or t     ` (2)transferthecontestedportionoftheproceedingtothedistrictcourt,whichmayhear h  thetransferredcontestedmatter[ matters ]asiforiginallyfiledinthedistrictcourt.[HB1470] b    (b1)Ifthejudgeofthecountycourthasnottransferredacontestedguardianshipmattertothe V districtcourtatthetimeapartyfilesamotionforassignmentofastatutoryprobatecourtjudge,the P countyjudgeshallgrantthemotionandmaynottransferthemattertothedistrictcourtunlesstheparty J withdrawsthemotion.[HB1470] D   (b2)Astatutoryprobatecourtjudgeassignedtoacontestedguardianship[ probate ]matteras 8 providedbySubsection(b)ofthissection[ subsection ]has[ forthatmatter ]thejurisdictionand 2 authoritygrantedtoastatutoryprobatecourtbySections607and608ofthiscode.Onresolutionofa ,| contestedmatter,includinganappealofamatter,towhichastatutoryprobatecourtjudgehasbeen &v assigned,thestatutoryprobatecourtjudgeshalltransfertheresolvedportionofthecasetothecounty  p courtforfurtherproceedingsnotinconsistentwiththeordersofthestatutoryprobatecourtjudge[ The j countycourtcontinuestoexercisejurisdictionoverthemanagementoftheguardianshipwiththe d exceptionofthecontestedmatteruntilfinaldispositionofthecontestedmatterismadebytheassigned ^ judgeorthedistrictcourt ].[HB1470]  X   (b3)Incontestedmatterstransferredtothedistrictcourt[ asprovidedbythissubsection ],the !L districtcourt[ ,concurrentlywiththecountycourt, ]hasthegeneraljurisdictionofaprobatecourt.On "F resolutionofa[ allpending ]contestedmatter,includinganappealofamatter[ matters ],thedistrictcourt #@  shalltransfertheresolved[ contested ]portionofthecase[ guardianshipproceeding ]tothecountycourt $: ! forfurtherproceedingsnotinconsistentwiththeordersofthedistrictcourt.[HB1470] %4!"   (b4)Thecountycourtshallcontinuetoexercisejurisdictionoverthemanagementofthe '(#$ guardianshipwiththeexceptionofthecontestedmatteruntilfinaldispositionofthecontestedmatteris ("$% madebytheassignedjudgeorthedistrictcourt.[HB1470] )%&   (b5)IfacontestedportionoftheproceedingistransferredtoadistrictcourtunderSubsection +'( (b3)ofthissection[ subsection ],theclerkofthedistrictcourtmayperforminrelationtothe  transferredportionoftheproceedinganyfunctionacountyclerkmayperforminthattypeofcontested  proceeding.[HB1470]    (c)Inthosecountiesinwhichthereisnostatutoryprobatecourt,butinwhichthereisacounty  courtatlaworotherstatutorycourtexercisingthejurisdictionofaprobatecourt,allapplications,   petitions,andmotionsregardingguardianships,mentalhealthmatters,orothermattersaddressedby   thischaptershallbefiledandheardinthosecourtsandtheconstitutionalcountycourt,[ ratherthanin   thedistrictcourts, ]unlessotherwiseprovidedbylaw.Thejudgeofacountycourtmayhearanyof   thosematterssittingforthejudgeofanyothercountycourt.ExceptasprovidedbySection608ofthis z   code,incontestedguardianshipmatters,thejudgeoftheconstitutionalcountycourtmayonthejudge's t  ownmotion,andshallonthemotionofapartytotheproceeding,transfertheproceedingtothecounty n  courtatlaworastatutorycourtexercisingthejurisdictionofaprobatecourtotherthanastatutory h  probatecourt.Thecourttowhichtheproceedingistransferredmayheartheproceedingasiforiginally b  filedinthecourt.[HB1470] \    (d)Inthosecountiesinwhichthereisastatutoryprobatecourt,allapplications,petitions,and P motionsregardingguardianships,mentalhealth[ illness ]matters,orothermattersaddressedbythis J chaptershallbefiledandheardinthestatutoryprobatecourt[ ,unlessotherwiseprovidedbylaw ].[HB D 1470] >   (e)[ Astatutoryprobatecourthasconcurrentjurisdictionwiththedistrictcourtinallactionsby 2 oragainstapersonintheperson'scapacityasguardian. ]Acourtthatexercisesoriginalprobate ,| jurisdictionhasthepowertohearallmattersincidenttoanestate.Afteraguardianshipoftheestateofa &v wardisrequiredtobesettledasprovidedbySection745ofthischapter,thecourtexercisingoriginal  p probatejurisdictionoverthesettlingoftheformerward'sestatehasthejurisdictiontohear:(1)an j actionbroughtbyoronbehalfoftheformerwardagainstaformerguardianofthewardforalleged d misconductarisingfromtheperformanceoftheperson'sdutiesasguardian;(2)anactionagainsta ^ formerguardianoftheformerwardthatisbroughtbyasuretythatiscalledontoperforminplaceof  X theformerguardian;(3)aclaimforthepaymentofcompensation,expenses,andcourtcostsandany !R othermatterauthorizedunderSubpartH,Part2,ofthischapter;(4)amatterrelatedtoanauthorization !L madeordutyperformedbyaguardianunderSubpartC,Part4,ofthischapter;and(5)anyother "F matterrelatedorappertainingtoaguardianshipestatethatacourtexercisingoriginalprobate #@  jurisdictionisspecificallyauthorizedtohearunderthischapter.[HB1470] $: !   (f)[ Acourtthatexercisesoriginalprobatejurisdictionhasthepowertohearallmattersincident &."# toanestate. ]Whenasuretyiscalledontoperforminplaceofaguardianorformerguardian,acourt '(#$ exercisingoriginalprobatejurisdiction,includingjurisdictionexercisedunderSubsection(e)(2)ofthis ("$% section,mayawardjudgmentagainsttheguardianorformerguardianinfavorofthesuretyofthe )%& guardianorformerguardianinthesamesuit[ ,evenifthewardhasdied,regainedcapacity,orthe *&' ward'sdisabilitiesofminorityhavebeenremoved ].[HB1470] +'( Ї  SS S#X0]XX@X0]i#@X0]XXX0](g)Afinalorderofacourtthatexercisesoriginalprobatejurisdictionisappealabletoacourtof S appeals.[unchangedin2003]    #X0]XX@X0]\#@X0]XXX0](h)Astatutoryprobatecourthasconcurrentjurisdictionwiththedistrictcourtinallpersonal Q injury,survival,orwrongfuldeathactionsbyoragainstapersonintheperson'scapacityasaguardian  andinallactionsinvolvingaguardianinwhicheachotherpartyalignedwiththeguardianisnotan   interestedpersonintheguardianship.[HB1470] Y    (_i_)Astatutoryprobatecourthasjurisdictionoveranymatterappertainingtoanestateor   incidenttoanestateandhasjurisdictionoveranycauseofactioninwhichaguardianinaguardianship W   proceedingpendinginthestatutoryprobatecourtisaparty.[HB1470] o    (j)Astatutoryprobatecourtmayexercisethependentandancillaryjurisdictionnecessaryto U  promotejudicialefficiencyandeconomy.#X0]XX@X0]f#@X0]XXX0][HB1470] m  #X0]XX@X0]#@X0]XXX0]   Sec.607.MATTERSAPPERTAININGANDINCIDENTTOANESTATE. sԀ(a)Ina S proceedinginaconstitutionalcountycourtorastatutorycountycourtatlaw,thephrases"appertaining M toestates"and"incidenttoanestate"inthischapterincludetheappointmentofguardians,theissuance G oflettersofguardianship,aclaimbyoragainstaguardianshipestate,allactionsfortrialoftitletoland A incidenttoaguardianshipestateandfortheenforcementofliensincidenttoaguardianshipestate,all ; actionsfortrialoftherightofpropertyincidenttoaguardianshipestate,andgenerallyallmatters 5 relatingtothesettlement,partition,anddistributionofaguardianshipestate.[unchangedin2003] /  S#X0]XX@X0]#@X0]XXX0]  (b)Inaproceedinginastatutoryprobatecourt[ ordistrictcourt ],thephrases"appertainingto v estates"and"incidenttoanestate"inthischapterincludetheappointmentofguardians,theissuanceof p lettersofguardianship,allclaimsbyoragainstaguardianshipestate,allactionsfortrialoftitletoland j andfortheenforcementofliensontheland,allactionsfortrialoftherightofproperty,andgenerallyall d mattersrelatingtothecollection,settlement,partition,anddistributionofaguardianshipestate.A ^ statutoryprobatecourt,intheexerciseofitsjurisdictionandnotwithstandinganyotherprovisionofthis X  chapter,mayhearallsuits,actions,andapplicationsfiledagainstoronbehalfofanyguardianship;all R! suchsuits,actions,andapplicationsareappertainingtoandincidenttoanestate.Exceptforsituations L" [ Inasituation ]inwhichthejurisdictionofastatutoryprobatecourtisconcurrentwiththatofadistrict F# courtoranyothercourt,any[ ,a ]causeofactionappertainingtoorincidenttoaguardianshipestate @$  shallbebroughtinastatutoryprobatecourt[ ratherthaninthedistrictcourt ].#X0]XX@X0]#@X0]XXX0]Ԁ[HB1470] :% !   (c)[repealed][HB1470] .'~"#   (d)[repealed][HB1470]#X0]XX@X0]#@X0]XXX0] ")r$%  @##[NotethepossibleconflictinSection607(e)betweenHB1470andHB4] #X0]XX@X0]r#@X0]XXX0]Ԉ +f&'  ,`'(   (e)[repealed][HB1470]#X0]XX@X0])#@X0]XXX0]  #X0]XX@X0]#@X0]XXX0]  (e)Notwithstandinganyotherprovisionofthischapter,thepropervenueforanactionbyor  againstapersonalrepresentativeforpersonalinjury,death,orpropertydamagesisdeterminedunder  Section15.007,CivilPracticeandRemediesCode.[HB4]  #X0]XX@X0]#@X0]XXX0]   Sec.608.TRANSFEROFGUARDIANSHIPPROCEEDING. sԀAjudgeofastatutory   probatecourt,onthemotionof