Procedures detailed by statute PC § 221 EC Chapter 301, Subchapter A.

9
Successor Personal Representatives

Transcript of Procedures detailed by statute PC § 221 EC Chapter 301, Subchapter A.

Page 1: Procedures detailed by statute  PC § 221  EC Chapter 301, Subchapter A.

Successor

Personal Representatives

Page 2: Procedures detailed by statute  PC § 221  EC Chapter 301, Subchapter A.

Resignation

Procedures detailed by statute PC § 221 EC Chapter 301, Subchapter A

Page 3: Procedures detailed by statute  PC § 221  EC Chapter 301, Subchapter A.

Resignation

Court Action 1. Accept resignation immediately

and appoint successor▪ Only if a necessity exists▪ PR (and sureties) not discharged until

final account approved

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Resignation

Court Action 2. Conduct hearing▪ Normal method▪ Judge sets date and citation is issued,

usually by posting▪ Discharge possible if PR:▪ Submits satisfactory final account▪ Turns over all estate property to new PR▪ Follows all other court order

Page 5: Procedures detailed by statute  PC § 221  EC Chapter 301, Subchapter A.

Removal

On whose motion?▪ Any interested person▪ Court

Without notice▪ PC § 222▪ EC § 362.051

With notice▪ PC § 222▪ EC § 362.052

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Removal

Without notice grounds▪ Failure to timely qualify▪ Failure to timely file inventory▪ Failure to give bond▪ Leaves Texas for more than 3 months

without permission▪ Cannot be served with process▪ Has or is about to misapply, embezzle,

etc.▪ Must be shown with clear and convincing

evidence given under oath.

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Removal

With notice grounds▪ Has or is about to misapply, embezzle, etc.▪ Only need preponderance of evidence

▪ Failure to return a required accounting▪ Failure to obey court order▪ Gross misconduct or mismanagement▪ Incapacitated▪ Sentenced to penitentiary▪ Failure to finish administration in three years▪ Failure to file affidavit or certificate that

notice given to beneficiaries▪ Any other cause in court’s discretion

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When court appoints successorFailure to qualifyDeathResignationRemovalHigher priority person requests

appointmentNamed PR becomes adultAbsent PR returnsSick PR recoversWill discovered after intestate

administration opened

Page 9: Procedures detailed by statute  PC § 221  EC Chapter 301, Subchapter A.

Powers and duties of successor

Generally = the same

May have duty to sue original PR for damages.

Must file new inventory