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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.

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We handle contested probate cases throughout Texas.

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Glossary of Terms Inportant in Inheritance Issues in Texas
Find Out Who is an Interested Party for Probate Purposes?

The Probate Code defines "interested persons," in relevant part, to be: children, heirs, devisees, spouses, creditors, or any others having a property right in, or claim against, the estate being administered . . ."

The interest referred to must be a pecuniary one, held by the party either as an individual or in a representative capacity, which will be affected by the probate or defeat of the will. That means you must have a financial interest. An interest resting on sentiment or sympathy, or any other basis other than gain or loss of money or its equivalent, is insufficient.

 
Per Stirpes and Per Capita

Per stirpes means by the root. Per capita means by persons. These terms are usually used in a will when a testator is leaving property to several persons, like children. If the testator has three children and says "I give my property to my children per stirpes and not per capita, what he means is that he wants his estate to be divided into three parts (roots) and for each child to receive one part. If a child predeceases the testator, his part (root) will go to his heirs.

 
What are Holographic wills?

 A holographic will is one that is wholly in the handwriting of the testator.

 
What is a Settlor or Trustor?

A Settlor, sometimes called a Trustor, is the person who creates and funds a trust and appoints a trustee.

 
Definition of Putative Spouse.

A putative spouse is one who has a good faith belief that he or she is married but who is not legally married. An example will give a clearer picture.

A man and a woman get married either through a formal marriage or an informal, or common law, marriage. They live together for some time and accumulate property. One of them dies and the surviving spouse finds out after the death that the deceased spouse was previously married to someone else but never got a divorce. Because the deceased spouse was never divorced from his first spouse, the marriage to the second spouse is not valid. However, because the second spouse had a good faith belief that he or she was married, the second or putative spouse has rights to property that are similar to a spouse's rights to property in a valid marriage.

 
Read About a Muniment of Title

Read About a Muniment of TitleA will can be admitted to probate as a Muniment of Title in addition to being admitted for regular probate. Normally, a will is admitted to probate and the person named as the Executor is appointed Executor by the Court. After the Executor files his oath, Letters Testamentary are issued by the clerk to the Executor. Letters Testamentary are the documents that show that the Executor has been duly appointed and is the legal owner of the estate's property. Legal ownership needs to be distinguished from beneficial ownership. The beneficial owners are the persons named in the will to receive the property. The Executor is the legal owner which gives him the right to gather all of the assets of the estate to distribute to the beneficiaries. The Letters Testamentary are required by many financial institutions before they will release accounts belonging to the decedent.

Probating a will as a Muniment of Title provides a means to probate a will quickly and cost-efficiently when there is no need for administration of the estate. A court may probate a will as a Muniment of Title if the court finds that the will should be admitted to probate, that there is no need for an administration and that there are no unpaid debts of the estate other than liens on real estate. One of the purposes of this limited from of probate is to provide continuity in the chain of title to estate properties by placing the will on the public record.

 
Discover the Requirements for a Common Law Marriage

Learn About Informal or Common Law MarriagesTexas recognizes common law marriages or what Texas calls "Informal Marriages." You can have an informal marriage by:

  1. Signing a "Declaration of Marriage;" or,
  2. Agreeing to be married; living together in Texas after the agreement; and, representing to others that you are married.

 A proceeding to prove the informal marriage must be filed within two years of the date of death of one of the spouses or within two years of the date the parties ceased living together as husband and wife. If a proceeding is not commenced within two years, there is a rebuttable presumption that the parties did not enter into an agreement to be married.

 
Learn about In Terrorem or No Contest Clauses.

No contest or in terrorem clauses in willsMany wills have no contest clauses, also referred to as in terrorem clauses. These basically say that anyone who contest the will looses their inheritance under the will. 

Courts don’t like to enforce these forfeiture clauses if there is a reasonable way to avoid enforcement. Many courts created a good faith exception. If a contest was brought in good faith, there was no forfeiture.

Creative lawyers started drafting in terrorem clauses in wills to get around the good faith exception.  They added new provisions to the in terrorem clause.  These provisions dictated that the contestant forfeited his inheritance under the will even if the contest was brought in good faith and with probable cause. Although courts found ways to avoid forfeiture, some of these provisions have been upheld in some cases even if the contest was brought in good faith.

Read more about in terrorem clauses...
 
Definition of Community Property
Community PropertyTexas is a community property state.  The word community in community property refers to the marital community; the marriage between you and your spouse.  If you are not married, you do not have any community property.  You only have separate property.

Community property is all property acquired during the marriage except property acquired by inheritance or by gift.  Community property does not include property that you owned before the marriage or property that you acquire during the marriage by inheritance or by gift. 

All property is presumed to be community property.  If someone claims that certain property is their separate property, they have the burden of proof to prove that it is separate and not community.  If they don’t meet that burden, the property is community property no matter how or when it was acquired.  Proving real estate is

Read more about community property...
 
Definition of Ademption

Some provisions in a will may be adeemed because the property doesn't exist.If a testator makes a will and leaves specific   property to someone and then later sells or otherwise disposes of the property, the law says that the gift is “adeemed.”  In other words, the person to whom it was given doesn’t get anything.

Ademption applies to specific gifts such as “I give my nephew my 10,000 shares of Exxon stock.”  If the testator sells the shares before he dies or if he gives them away, then the person to whom he gave them in the will gets nothing.  That’s assuming that the only

Read more about ademption...
 
Learn About Powers of Attorney

All powers of attorney are not the same.Are all powers of attorney the same?  

The short answer is no.  A power of attorney can grant a general power or a special power.  It can be a durable power of attorney or not.  You can also have a power of attorney solely for medical decisions.

What do all of these terms mean?  A power of attorney is granted by one person, the principal, to another person, the agent usually called the “attorney in fact.”  The attorney in fact has the powers to act on behalf of the principal and to do those things that the principal has granted him the power to do just as if the principal were doing them himself.

A general power of attorney grants the broadest powers.  An attorney in fact with a general power of attorney can

Read more about powers of attorney...
 
Definition of Estoppel

Estoppel means that you are not allowed to take a position that is inconsistent with a prior position that you took. You are estopped from taking an inconsistent position.

If you have questions about your inheritance rights and would like to talk to an estate planning attorney or a lawyer who is familiar with inheritance and probate law to advise you about your inheritance rights, click on the "Contact Us" tab at the top.

 
Definition of Pecuniary

Pecuniary means moneyPecuniary means of or relating to money.

If you have questions about your inheritance rights and would like to talk to an estate planning attorney or a lawyer who is familiar with inheritance and probate law to advise you about your inheritance rights, click on the "Contact Us" tab at the top.

 
Definition of Fiduciary

A Fiduciary stealing money.A person who has the power and obligation to act for another (often called the beneficiary) under circumstances which require total trust, good faith and honesty. FreeDictionary.Com.  Fiduciaries can be family members, friends, business associates or anyone who has control of money or property that belongs to or should belong to another. A fiduciary may also be a business like a bank or stock brokerage firm.

If you have questions about your inheritance rights and would like to talk to an estate planning attorney or a lawyer who is familiar with inheritance and probate law to advise you about your inheritance rights, click on the "Contact Us" tab at the top.

 
Definition of Testator or testatrix

A testator is a person who makes a valid will. A will is the document through which a deceased person disposes of his property. A person who dies without having made a will is said to have died intestate. FreeDictionary.Com.

If you have questions about your inheritance rights and would like to talk to an estate planning attorney or a lawyer who is familiar with inheritance and probate law to advise you about your inheritance rights, click on the "Contact Us" tab at the top.

 
Definition of Testamentary

Pertaining to a will. Dictionary.Law.Com.

If you have questions about your inheritance rights and would like to talk to an estate planning attorney or a lawyer who is familiar with inheritance and probate law to advise you about your inheritance rights, click on the "Contact Us" tab at the top.

 
Definition of Trustee

A person or entity who holds the assets (corpus) of a trust for the benefit of the beneficiaries and manages the trust and its assets under the terms of the trust stated in the declaration of trust which created it. Dictionary.Law.Com. A trustee is a fiduciary.

If you have questions about your inheritance rights and would like to talk to an estate planning attorney or a lawyer who is familiar with inheritance and probate law to advise you about your inheritance rights, click on the "Contact Us" tab at the top.

 
Definition of Escheat

A return of property to the State if there is no will and no heirs.

If you have questions about your inheritance rights and would like to talk to an estate planning attorney or a lawyer who is familiar with inheritance and probate law to advise you about your inheritance rights, click on the "Contact Us" tab at the top.

 
Definition of Trust

An entity created to hold assets for the benefit of certain persons or entities, with a trustee managing the trust (and often holding title on behalf of the trust). Dictionary.Law.Com.

If you have questions about your inheritance rights and would like to talk to an estate planning attorney or a lawyer who is familiar with inheritance and probate law to advise you about your inheritance rights, click on the "Contact Us" tab at the top.

 
Definition of Probate

The process of proving a will is valid and thereafter administering the estate of a dead person according to the terms of the will. Dictionary.Law.Com.

If you have questions about your inheritance rights and would like to talk to an estate planning attorney or a lawyer who is familiar with inheritance and probate law to advise you about your inheritance rights, click on the "Contact Us" tab at the top.

 
Definition of Administrator or administratrix

An Administrator or Administratrix is a fiduciaryThe person appointed by the court to handle the estate of someone who died without a will, with a will but no nominated executor, or the executor named in the will has died, has been removed from the case or does not desire to serve. If there is a will but no available executor, the administrator is called an "administrator with will annexed." Dictionary.Law.Com. An administrator is a fiduciary.

If you have questions about your inheritance rights and would like to talk to an estate planning attorney or a lawyer who is familiar with inheritance and probate law to advise you about your inheritance rights, click on the "Contact Us" tab at the top.

 

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