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If you have a question about Texas inheritance laws, contact us.Click here to go to the contact form if you have a question about an inheritance dispute.

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Robert A. Ray

Robert A. Ray is an attorney who has more than 30 years experience. A lawyer who knows the laws about unfair wills, inheritance disputes and other contested probate matters.

If you feel that you have lost an inheritance or are going to lose an inheritance; need to remove a Trustee due to a mismanaged estate or due to unscrupulous relatives; or, if you are considering contesting a will, we would be happy to give you a free, confidential review of the merits of your case.

Please click on the "Contact Us" tab at the top of the page, where you can fill out a short questionnaire or call us at the phone numbers listed. Board Certified, Personal Injury Trial Law — Texas Board of Legal Specialization.

Our principal office is in Tyler, Texas.

We handle contested probate cases throughout Texas.

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What are the Effects of a Family Settlement Agreement?

If as part of a will contests, you enter into a family settlement agreement, can you appeal the settlement if you become dissatisfied? The Dallas court of appeals has recently written on this issue and has determined that if you accepted benefits under the settlement agreement, you cannot appeal. The case involved the probate of a will by the life partner of the testator. The will left everything to the life partner. The siblings of the testator filed a will contest. The parties decided to settle and entered into a family settlement agreement which was dictated into the record in open court. The siblings accepted benefits under the agreement including possession of a car. Thereafter, when the family settlement agreement was reduced to writing, one of the siblings refused to sign it. The other sibling and the life partner asked the court to enter an order approving the family settlement agreement and authorizing the distribution of the estate. The court did do that. The sibling that was not satisfied, appealed. The Dallas court of appeals dismissed the appeal. The court said that when you enter into a family settlement agreement and accept benefits, you cannot appeal the court ruling. The court pointed out that there two exceptions to that rule neither of which applied in this case. The first exception was where the party appealing would have received the same benefit had there been no family settlement agreement. That exception didn't apply in this case because the will left everything to life partner, therefore, the sibling would not have received anything if the will had been admitted to probate. The second exception is where a party has to enter into  the settlement agreement because of financial duress. The court said that there was no evidence of financial duress in this case and dismissed the appeal. 05-06-01109.

 

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