Source: http://slideplayer.com/slide/3912747/
Timestamp: 2017-09-24 03:27:26
Document Index: 186494185

Matched Legal Cases: ['§ 128', '§ 128', '§ 128', '§ 128', '§ 128', '§ 89', '§ 145']

 In the past, notice required only to charitable beneficiaries.  Changed in  Authority  PC § 128A  EC § Chapter 308, Subchapter A. - ppt download
 In the past, notice required only to charitable beneficiaries.  Changed in 2007.  Authority  PC § 128A  EC § Chapter 308, Subchapter A.
Published byDianna Malloy Modified over 2 years ago
Presentation on theme: " In the past, notice required only to charitable beneficiaries.  Changed in 2007.  Authority  PC § 128A  EC § Chapter 308, Subchapter A."— Presentation transcript:
2  In the past, notice required only to charitable beneficiaries.  Changed in 2007.  Authority  PC § 128A  EC § Chapter 308, Subchapter A
3  Not later than the 60 th day after order admitting will to probate.  If discover beneficiary later, ASAP after discovery.
4  Beneficiaries:  Human  Entity  State  Governmental entity  Charitable organization  Trustee of trust if pour over provision
5  1. Survival is presumed for the statutory or will-provided time period.
6  2. If the beneficiary is a trust and the executor is also the trustee, to the first beneficiaries entitled to trust income.
7  3. If the beneficiary has a guardian, notice goes to the guardian.
8  4. If the beneficiary is a minor without a guardian, notice goes to a parent of the minor.  Practice tip: Give notice to both parents even through not required.
9  5. Attorney general if the beneficiary is charity and cannot be otherwise notified.
10  1. Contingent beneficiaries if contingency did not happen by the time the testator died.
11  2. Beneficiary already made an appearance in the proceeding before the court admitted the will to probate.
12  3. Value of gifts to the beneficiary is $2,000 or less.
13  4. Already received all gifts by the 60 th day after will admitted to probate.
14  5. Executed a waiver  Beneficiary must first get a copy of the will or a statement summarizing the beneficiary’s gifts.
15  1. Name and address of beneficiary (or other special person who needs to be notified).
16  2. Testator’s name.
17  3. Statement that testator’s will admitted to probate.
18  4. Statement that beneficiary is a beneficiary of the will.
19  5. Personal representative’s name and contact information.
20  6. Either:  Copy of will and order admitting it to probate, or  Summary of beneficiary’s gifts plus court and admission information.
21  Certified mail, return receipt requested ▪ $3.10 ▪ $2.55 physical return receipt or $1.25 electronic return receipt ▪ Postage cost  Registered mail, return receipt requested ▪ $11.20 (if no $ value on package) ▪ $2.55 physical return receipt or $1.25 electronic return receipt ▪ Postage cost
22  1. Timing = Within 90 days of when the court admitted the will to probate
23  2. Evidence filed  Sworn affidavit of executor, or  Certificate signed by executor’s attorney.
24  3. Contents of Certificate or Affidavit  Name and address of each person notified.
25  3. Contents of Certificate or Affidavit  Name and address of each person notified.  Name and address of each beneficiary who filed a waiver.
26  3. Contents of Certificate or Affidavit  Name and address of each person notified.  Name and address of each beneficiary who filed a waiver.  Name of each beneficiary whose identity or address executor could not locate with reasonable diligence.
27  3. Contents of Certificate or Affidavit  Name and address of each person notified.  Name and address of each beneficiary who filed a waiver.  Name of each beneficiary whose identity or address executor could not locate with reasonable diligence.  Other information about why proper notice not given.
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 Judge signs order  Usually prepared by applicant’s attorney ▪ Some courts supply form ▪ PC § 89 ▪ EC §
 1. Express language in the will ▪ PC § 145(b) ▪ EC § ▪ In re Dulin’s Estate – p. 193 ▪ Questions 1-2 – p. 196 ▪ Relevance of mere bond waiver.
{ CASE PREPARATION Preparing probate cases to submit to the Office of Hearings and Appeals Mandy Priester