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Robert A. Ray, Attorney at Law

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. Our principal office is in Tyler, Texas.

We handle contested probate cases throughout Texas.

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Learn About Inheritance Laws
Start Here to Read About Inheritance Laws

Start here if you have inheritance questions. You don't want to contest a will but you might be having trouble getting your rightful inheritance and you want to know what your rights are. This article should be your starting point to learn about Inheritance. It provides general information about who inherits if there is no will. This general article will lead you to specific articles on the site and on our blog where you can find more detailed information about the particular question you have concerning inheritance. Click on any highlighted or underlined word to get more information. Click on any highlighted or underlined word to get more information.

Background

When a persons dies without a will or when a will is successfully contested , the laws of descent and distribution determine who inherits the estate of the decedent.  In this general article, we will discuss the types of property subject to inheritance as well as the inheritance rights of spouses, children and other family members.

Property subject to inheritance laws

The kind of property owned at death as well as the form in which it is held determine to whom the property is distributed on death.

Inheritance rights of spouses

Inheritance rights of children

  1. Adopted children.
  2. Adopted children's inheritance from their biological parents.
  3. Forgotten or pretermitted children.
  4. Illegitimate children

Inheritance rights of family members other than spouses and children


 
Determine Who Inherits Under the Laws of Inhetitance

Learn about inheritance rightsThe laws of inheritance determine who inherits in the following situations:

  1. A person dies intestate (without a valid will;)
  2. A person has a valid will but for some reason, usually a mistake or the death of a beneficiary, the will does not dispose of all of the property - the property not disposed of by the valid will, will go to the persons determined by the laws of inheritance; and,
  3. A person has a will but the will is contested and is not admitted to probate. The person is then treated as if he died intestate (without a will) and the laws of inheritance determine who inherits the estate.

Texas, like all states, has laws of inheritance that determine who inherits a deceased person's estate. It is important to remember that if a person has a valid will that disposes of all of his property, it is the will and not the inheritance laws that determines who inherits the estate. The laws of inheritance determine who inherits only when there is no valid will that disposes of all of the property.

To find out who inherits the estate's property if there is no valid will disposing of all of the property, click on one of the following:

  1. Children, including adopted, pretermitted and illegitimate children;
  2. Spouses, including common law as well as putative spouses;
  3. Parents and siblings; and
  4. Other relatives like nieces and nephews, aunts and uncles.

To find out what kinds of property are subject to the laws of inheritance, click here.


 
Inheritance Rights of Children

Learn about the inheritance rights of childrenAs an easy starting point to learn about the inheritance rights of children, the following list is provided:

  1. The inheritance rights of natural children;
  2. The inheritance rights of adopted children;
  3. The inheritance rights of children born after a will is made; and
  4. The inheritance rights of illegitimate children.

Click on one of the links above to learn more about the inheritance rights of children. If you don't find the exact answer to your question, use the search box in the upper right hand corner to refine your search.

 
Learn if Adopted Children Inherit From Their Biological Parents

Can adopted children inherit from their biological parents?When a child is adopted, he becomes the child of his adoptive parents. He inherits from and through them. That means that the adopted child will inherit from the ancestors of the parent who adopted him as well as from the parent.

The question is often asked about the inheritance rights of the child from his natural or biological parents. Generally, the adopted child inherits from his biological parents and his adoptive parents. Of course, this only applies if the parents, adoptive or biological, don't have wills. If either or both have wills, their estate goes to whomever they say in their will. Texas does not have "forced heirship." An adoptive or biological parent does not have to leave anything to his children. But if he dies intestate, then his estate would be divided between his biological and adopted children.

An exception to the above rule may occur if the parental rights of the biological parent were terminated by a court order. If the termination order is silent as to inheritance, then the above rule applies. If, however, the termination order says that the child will not inherit from his biological parent, then there would be no inheritance unless the biological parent left a will specifically naming the child as a beneficiary.

 
Read About the Inheritance Rights of Illegitimate Children.

Illegitimate childrenUntil 1991, illegitimate children did not inherit from their parents. In that year, the Texas Supreme Court, following an earlier ruling by the U.S. Supreme Court held that the statutes that deny inheritance rights to illegitimate children violated the Constitution's equal protection clause.

As originally enacted, the Probate Code accorded paternal inheritance rights to an illegitimate child only if the parents had married after the child's birth. The statute was amended several times to allow inheritance rights to illegitimate children if the father took some voluntary action to acknowledge the child before he died. In declaring the statute unconstitutional, the Supreme Court said "(t)he legal status of illegitimacy is, like race or national origin, a characteristic beyond an individual's control, and it bears no relation to the individual's ability to participate in and contribute to society...thus, a statutory classification based on illegitimacy violates equal protection unless it is substantially related to an important governmental interest." Finding no substantial government interest in denying inheritance rights to illegitimate children, the Supreme Court declared the statute unconstitutional.

The current Probate Code provides that illegitimate children inherit from their parents and other ancestors and descendants to the same extent as legitimate children.

Problems arise when a child is never acknowledge as a child or is unknown as a child of their biological parents. This can happen when a mother gives

Leanr more about the inheritance rights of illegitimate children
 
Learn about Joint Accounts and Inheritance

Joint Accounts and InheritanceJoint accounts are accounts, usually with a financial institution, where more than one person has rights to the account.  Deciding what those rights are is a problem often faced in contested probate cases. Are they survivorship accounts where the survivor gets all of the account and the money does not got through a will or probate? Are they non-survivorship accounts where the money does not go to the survivor but passes through the will and through probate?

Accounts with community property owned by both spouses are treated differently than accounts between non-spouses (See below.)

The courts look at the documents creating the account and the words used to determine the type of account involved.  Often, the financial institution will use a pre-printed form that has boxes to check.  The card will be filled out correctly but no box will be checked!  Or two conflicting boxes will be checked!  Since all accounts are presumed to be non-survivorship accounts, the burden of proof is on the person claiming that the account is a survivorship account to prove that it is.  If the boxes on the signature card are not checked, too many boxes are checked or as one jury found, checked later by someone not the owner of the account, then the account is not a survivor account.  The account would pass through the owner's will or through his estate. However, the courts are more likely to find that two spouses intended to create joint accounts with right of survivorship than the are likely to find that two non-spouses intended to create such accounts. In other words, the burden of proof on non-spousal accounts is higher than it is on spousal accounts.

Joint accounts can cause difficulties.  The difficulties related to the type of joint account in question.  There are three basic joint accounts:

  1. convenience accounts - where one or more persons own the account but other, non-owners, are allowed to make withdrawals  On the death of the owner, the account passes through his will or through his probate estate and does not pass to the non-owner;
  2. tenants in common - where two are more persons own the account equally - when one owner dies, his share passes through his will or through his probate estate and does not pass to the other owner; and
  3. joint accounts - with or without the right of survivorship.


  • with right of survivorship means that when one of the joint owners dies, the account belongs to the survivor and does not pass through the deceased's will or through his probate estate.
  • without right of survivorship means that the account is owned by the joint owners and when one dies, his share passes through his will or through his probate estate and does not pass to the other owner.


An example of the difficulty with joint accounts are the following cases:

  1. One case held that there was no right of survivorship even though the signature card said " Joint accounts - with survivorship" since the language did not match that required by statute to create a survivorship account;
  2. Another case held that there was no right of survivorship because no box had been checked;
  3. Signature card said "Type of customer - joint with survivorship" held not a survivorship account; and,
  4. "Joint account - payable to either or survivor" was not a survivorship account.

Read more about joint accounts
 
Can Adopted Children Inherit?

Adoption and inheritanceIn Texas, informal adoptions like informal marriages are recognized. 

A formal adoption is where the court system is involved.  A suit for adoption is filed.  The state investigates the adopting parents to make sure that they are good candidates for adoption.  The home will also be inspected to make sure that the adopted child will be provided for.  Once a report is filed, the judge approves the adoption and the adopted person becomes the child of the adopting parents with the same rights as a natural born child.  That means that the adopted child inherits not only from the adopting parents but through them.  They will inherit from grandparents and aunts and uncles to the same degree that a natural born child would inherit from them.

An informal adoption is similar to a common law marriage in that no formal legal proceedings are involved.  These adoptions may be called adoption by estoppel, equitable adoption or adoption status by the courts discussing them.  The courts treat these as contract cases in that once the facts are established, the heirs of the adopting parent are estopped from denying the adopted child his inheritance rights.  The courts look for an enforceable agreement between the adopting parent and the adopted child, his parents or some other person in loco parentis with the child.  The adopting parent agrees to adopt the adopted child then confers affection and benefits upon them and the person who agreed with the adopting parent relies upon the adopted status.

Read more about natural born and adopted children
 
Find Out the Kind of Property that is Inherited if You Die Intestate (Without a Will)?

Who inherits if you die intestate (without a will)?What property is inherited by your heirs in Texas if you die intestate (without a will) depends on what kind of property you have at your death. There are two kinds of property that are relevant to probate: probate property and non probate property. Non probate property includes joint accounts with right of survivorship, life insurance policies, retirement funds, IRA's, and any other account where you designate a beneficiary when you create the account. When you die, the property does not go to your estate to be distributed to your heirs, rather, it goes to the beneficiary or beneficiaries that you designated when you created the account. 

Probate property is further designated as community property or separate property.  You can find a discussion of these terms on this site under the Glossary by clicking on the words. You only have community property if you are married at the time of your death. If you are not married, are divorced or are a widow or widower when you die, all of your property is separate property.

Married – separate or community property

Separate Property

  • If no children – all personal property to spouse; one half of real property to spouse, balance to parents.  If no parents living and no brothers or sisters or their descendants living, all to spouse.
  • If children – one third of personal property to spouse, balance to children.  Spouse has a one third life estate in real property, balance to children who also get spouse’s share once he/she dies.

Community Property -

  • If there are children -
    • If all children of the deceased person are children of surviving spouse – all to spouse.
    • If some children of the deceased person are not also children of surviving spouse, all of decedent’s one half of the community will go to children.
  • If there are no children or descendants of the deceased – all to surviving spouse.


Not Married - only separate property

With children - 

  • All to children.

No children -

  • To parents if they survive.
    • If there is one surviving parent and no siblings or descendants of siblings, all to surviving parent.
    • If there is one surviving parent and some surviving siblings, one-half to parent, siblings divide balance.
    • If there is no surviving parent but some surviving siblings, each sibling, or their descendants if they did not survive, is entitled to a share of the estate based on the number of siblings.

Note: When the intestate's children, descendants, brothers, sisters, uncles, aunts, or any other relatives of the deceased standing in the first or same degree alone come into the distribution upon intestacy, they shall take per capita, namely: by persons; and, when a part of them being dead and a part living, the descendants of those dead shall have right to distribution upon intestacy, such descendants shall inherit only such portion of said property as the parent through whom they inherit would be entitled to if alive (i.e. per stirpes or by the root and not per capita.) Probate Code §43.

Example: An intestate dies who was never married and who had no children. His parents predecease him. He had three siblings. Sibling A has one child and survives the intestate. Sibling B has two children but predeceases the intestate. Sibling C has three children and also predeceases the intestate. The estate is divided per stirpes and not per capita. The intestate's property is divided into three parts. The surviving sibling A gets one third; the two children of sibling B share one third and the three children of sibling C share one third.

Example: An intestate dies who was never married and who had no children. His parents predecease him. He had three siblings. Sibling A has one child. Sibling B has two children. Sibling C has three children. All of the siblings predecease the intestate. The estate is divided per capita and not per stirpes. The estate is divided into six shares and each of the surviving nieces and nephews receive one sixth.

 
Can Parents, Siblings, Aunts, Uncles, Nieces and Nephews Inherit?

Parents, siblings, aunts, uncles, nieces and nephews inheritParents, siblings, aunts, uncles, nieces, nephews and others are heirs for the purpose of distributing the estate of the deceased if he died intestate and if the deceased had no spouse or children. Even if the deceased had a spouse but no children, the other relatives may be entitled to some of the property. The rule is, if you can't go down the family tree, you go up then out on to the branches to determine who inherits.

 
Read About Pretermitted children
A pretermitted or forgotten child takes a share of the estate under some circumstancesA pretermitted child or a "forgotten child" is a child of the deceased who is born after a will is made and is not mentioned in the will.

Most states have statutes that deal with this issue. In Texas, the statute provides that if the child is not otherwise provided for by the deceased parent, the child will take a portion of the estate even though he is not mentioned in the will.

 
Can Spouses Inherit - Including Common Law Wives and Husbands?

Spouses, legal or common law, inherit.There are two types of marriages that are recognized by the law:

  1. Ceremonial marriage - where the spouses obtain a marriage license and are married by someone authorized by law to perform marriages; and
  2. Common law marriages - where no marriage license is obtained and a ceremonial marriage may or may not be performed.
Like natural born children and adopted children, the law treats the spouse of a common law marriage the same as the spouse of
Read more...
 

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