Bill Text: TX HB2182 | 2021-2022 | 87th Legislature | Comm Sub


Bill Title: Relating to decedents' estates and the delivery of certain notices or other communications in connection with those estates or multiple-party accounts.

Spectrum: Bipartisan Bill

Status: (Engrossed - Dead) 2021-05-26 - Removed from local & uncontested calendar [HB2182 Detail]

Download: Texas-2021-HB2182-Comm_Sub.html
 
 
  By: Moody (Senate Sponsor - Hughes) H.B. No. 2182
         (In the Senate - Received from the House May 17, 2021;
  May 17, 2021, read first time and referred to Committee on State
  Affairs; May 21, 2021, reported favorably by the following vote:  
  Yeas 9, Nays 0; May 21, 2021, sent to printer.)
Click here to see the committee vote
 
 
A BILL TO BE ENTITLED
 
AN ACT
 
  relating to decedents' estates and the delivery of certain notices
  or other communications in connection with those estates or
  multiple-party accounts.
         BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS:
         SECTION 1.  Chapter 22, Estates Code, is amended by adding
  Section 22.0295 to read as follows:
         Sec. 22.0295.  QUALIFIED DELIVERY METHOD. "Qualified
  delivery method" means delivery by:
               (1)  hand delivery by courier, with courier's proof of
  delivery receipt;
               (2)  certified or registered mail, return receipt
  requested, with return receipt; or
               (3)  a private delivery service designated as a
  designated delivery service by the United States Secretary of the
  Treasury under Section 7502(f)(2), Internal Revenue Code of 1986,
  with proof of delivery receipt.
         SECTION 2.  The heading to Section 51.052, Estates Code, is
  amended to read as follows:
         Sec. 51.052.  SERVICE BY MAIL OR PRIVATE DELIVERY.
         SECTION 3.  Sections 51.052(b), (c), (d), (e), (f), and (g),
  Estates Code, are amended to read as follows:
         (b)  Except as provided by Subsection (c), the county clerk
  shall issue a citation or notice required or permitted to be served
  by a qualified delivery method [registered or certified mail] and
  shall serve the citation or notice by sending [mailing] the
  original citation or notice by a qualified delivery method
  [registered or certified mail].
         (c)  A personal representative shall issue a notice required
  to be given by the representative by a qualified delivery method
  [registered or certified mail] and shall serve the notice by
  sending [mailing] the original notice by a qualified delivery
  method [registered or certified mail].
         (d)  The county clerk or personal representative, as
  applicable, shall send [mail] a citation or notice under Subsection
  (b) or (c) with an instruction to deliver the citation or notice to
  the addressee only and with return receipt or other proof of
  delivery requested.  The clerk or representative, as applicable,
  shall address the envelope containing the citation or notice to:
               (1)  the attorney of record in the proceeding for the
  person to be cited or notified; or
               (2)  the person to be cited or notified, if the citation
  or notice to the attorney is returned undelivered or the person to
  be cited or notified has no attorney of record in the proceeding.
         (e)  Service by a qualified delivery method [mail] shall be
  made at least 20 days before the return day of the service,
  excluding the date of service.  The date of service [by mail] is the
  date of mailing, the date of deposit with the private delivery
  service, or the date of delivery by the courier, as applicable.
         (f)  A copy of a citation or notice served under Subsection
  (a), (b), or (c), together with a certificate of the person serving
  the citation or notice showing that the citation or notice was sent
  [mailed] and the date of the mailing, date of deposit with a private
  delivery service, or date of delivery by courier, as applicable,
  shall be filed and recorded.  A returned receipt or proof of
  delivery receipt for a citation or notice served under Subsection
  (b) or (c) shall be attached to the certificate.
         (g)  If a citation or notice served by a qualified delivery
  method [mail] is returned undelivered, a new citation or notice
  shall be issued.  Service of the new citation or notice must be made
  by posting.
         SECTION 4.  Section 51.055(a), Estates Code, is amended to
  read as follows:
         (a)  If a party is represented by an attorney of record in a
  probate proceeding, each citation or notice required to be served
  on the party in that proceeding shall be served instead on that
  attorney.  A notice under this subsection may be served by delivery
  to the attorney in person or by a qualified delivery method
  [registered or certified mail].
         SECTION 5.  Section 51.056, Estates Code, is amended to read
  as follows:
         Sec. 51.056.  SERVICE ON PERSONAL REPRESENTATIVE OR
  RECEIVER. Unless this title expressly provides for another method
  of service, the county clerk who issues a citation or notice
  required to be served on a personal representative or receiver
  shall serve the citation or notice by sending [mailing] the
  original citation or notice by a qualified delivery method
  [registered or certified mail] to:
               (1)  the representative's or receiver's attorney of
  record; or
               (2)  the representative or receiver, if the
  representative or receiver does not have an attorney of record.
         SECTION 6.  Section 51.103(b), Estates Code, is amended to
  read as follows:
         (b)  Proof of service consists of:
               (1)  if the service is made by a sheriff or constable,
  the return of service;
               (2)  if the service is made by a private person, the
  person's affidavit;
               (3)  if the service is made by a qualified delivery
  method [mail]:
                     (A)  the certificate of the county clerk making
  the service, or the affidavit of the personal representative or
  other person making the service, stating that the citation or
  notice was mailed, deposited with a private delivery service, or
  delivered by courier, as applicable, and the date of the mailing or
  deposit with the delivery service or the date of the courier
  delivery, as applicable; and
                     (B)  the return receipt or other proof of delivery
  receipt attached to the certificate or affidavit, as applicable, if
  the sending [mailing] was by a qualified delivery method
  [registered or certified mail] and a receipt is available [has been
  returned]; and
               (4)  if the service is made by publication:
                     (A)  an affidavit:
                           (i)  made by the Office of Court
  Administration of the Texas Judicial System or an employee of the
  office;
                           (ii)  that contains or to which is attached a
  copy of the published citation or notice; and
                           (iii)  that states the date of publication
  on the public information Internet website maintained as required
  by Section 72.034, Government Code, as added by Chapter 606 (S.B.
  891), Acts of the 86th Legislature, Regular Session, 2019; and
                     (B)  an affidavit:
                           (i)  made by the publisher of the newspaper
  in which the citation or notice was published or an employee of the
  publisher;
                           (ii)  that contains or to which is attached a
  copy of the published citation or notice; and
                           (iii)  that states the date of publication
  printed on the newspaper in which the citation or notice was
  published.
         SECTION 7.  Section 56.002(b), Estates Code, is amended to
  read as follows:
         (b)  The resident agent shall send, by a qualified delivery
  method [certified mail, return receipt requested], a copy of a
  resignation statement filed under Subsection (a) to:
               (1)  the personal representative at the address most
  recently known by the resident agent; and
               (2)  each party in the case or the party's attorney or
  other designated representative of record.
         SECTION 8.  The heading to Section 101.052, Estates Code, is
  amended to read as follows:
         Sec. 101.052.  LIABILITY OF COMMUNITY PROPERTY FOR DEBTS [OF
  DECEASED SPOUSE].
         SECTION 9.  Section 101.052, Estates Code, is amended by
  amending Subsections (a) and (b) and adding Subsection (a-1) to
  read as follows:
         (a)  The community property that was by law under [subject
  to] the sole management, control, and disposition of a spouse or
  under the joint management, control, and disposition of the spouses
  [a spouse] during marriage continues to be subject to the
  liabilities of that spouse on the death of either spouse.
         (a-1)  The undivided one-half interest that the surviving
  spouse owned in community property that was by law under the sole
  management, control, and disposition of the deceased spouse during
  marriage is subject to the liabilities of the surviving spouse on
  the death of the deceased spouse. 
         (b)  The undivided one-half interest that the deceased
  spouse owned in [any other nonexempt] community property that was
  by law under the sole management, control, and disposition of the
  surviving spouse during marriage passes to the deceased spouse's
  heirs or devisees charged with the liabilities of [debts that were
  enforceable against] the deceased spouse [before death].
         SECTION 10.  Section 113.251(c), Estates Code, is amended to
  read as follows:
         (c)  Not later than the 30th day after the date a security
  interest on a multiple-party account is perfected, a secured
  creditor that is a financial institution with accounts insured by
  the Federal Deposit Insurance Corporation shall provide written
  notice of the pledge of the account to any other party to the
  account who did not create the security interest.  The notice must
  be sent by a qualified delivery method [certified mail] to each
  other party at the last address the party provided to the depository
  bank.
         SECTION 11.  Section 202.005, Estates Code, is amended to
  read as follows:
         Sec. 202.005.  APPLICATION FOR PROCEEDING TO DECLARE
  HEIRSHIP.  A person authorized by Section 202.004 to commence a
  proceeding to declare heirship must file an application in a court
  specified by Section 33.004 to commence the proceeding.  The
  application must state:
               (1)  the decedent's name and date and place of death;
               (2)  the names and physical addresses where service can
  be had of the decedent's heirs, the relationship of each heir to the
  decedent, whether each heir is an adult or minor, and the true
  interest of the applicant and each of the heirs in the decedent's
  estate or in the trust, as applicable;
               (3)  if the date or place of the decedent's death or the
  name or physical address where service can be had of an heir is not
  definitely known to the applicant, all the material facts and
  circumstances with respect to which the applicant has knowledge and
  information that might reasonably tend to show the date or place of
  the decedent's death or the name or physical address where service
  can be had of the heir;
               (4)  that all children born to or adopted by the
  decedent have been listed;
               (5)  that each of the decedent's marriages has been
  listed with:
                     (A)  the date of the marriage;
                     (B)  the name of the spouse;
                     (C)  the date and place of termination if the
  marriage was terminated; and
                     (D)  other facts to show whether a spouse has had
  an interest in the decedent's property;
               (6)  whether the decedent died testate and, if so, what
  disposition has been made of the will;
               (7)  a general description of all property, as
  applicable:
                     (A)  belonging to the decedent's estate that is
  subject to distribution under a judgment in the proceeding; or
                     (B)  held in trust for the benefit of the
  decedent[, as applicable]; and
               (8)  an explanation for the omission from the
  application of any of the information required by this section.
         SECTION 12.  Section 202.051, Estates Code, is amended to
  read as follows:
         Sec. 202.051.  SERVICE OF CITATION BY QUALIFIED DELIVERY
  METHOD [MAIL] WHEN RECIPIENT'S NAME AND ADDRESS ARE KNOWN OR
  ASCERTAINABLE. Except as provided by Section 202.054, citation in
  a proceeding to declare heirship must be served by a qualified
  delivery method [registered or certified mail] on:
               (1)  each distributee who is 12 years of age or older
  and whose name and address are known or can be ascertained through
  the exercise of reasonable diligence; and
               (2)  the parent, managing conservator, or guardian of
  each distributee who is younger than 12 years of age if the name and
  address of the parent, managing conservator, or guardian are known
  or can be reasonably ascertained.
         SECTION 13.  Section 202.056, Estates Code, is amended to
  read as follows:
         Sec. 202.056.  WAIVER OF SERVICE OF CITATION. (a) A [Except
  as provided by Subsection (b)(2), a] distributee who is 16 years of
  age or older may waive citation required by this subchapter to be
  served on the distributee.
         (b)  A parent, managing conservator, guardian, attorney ad
  litem, or guardian ad litem of a [minor] distributee who is younger
  than 16 years of age may [:
               [(1)  is younger than 12 years of age may] waive
  citation required by this subchapter to be served on the
  distributee[; and
               [(2)  is 12 years of age or older may not waive citation
  required by this subchapter to be served on the distributee].
         SECTION 14.  Sections 202.151(b) and (c), Estates Code, are
  amended to read as follows:
         (b)  Except as provided by Subsection (c), in a proceeding to
  declare heirship, testimony regarding a decedent's heirs and family
  history must be taken:
               (1)  from two disinterested and credible witnesses in
  open court;
               (2)  [,] by deposition in accordance with Section
  51.203;
               (3)  by a recorded statement of facts contained in:
                     (A)  an affidavit or instrument that satisfies the
  requirements of Section 203.001; or
                     (B)  a judgment of a court of record as specified
  by Section 203.001(a)(1)(B); [,] or
               (4)  in accordance with the Texas Rules of Civil
  Procedure.
         (c)  If it is shown to the court's satisfaction in a
  proceeding to declare heirship that, after a diligent search was
  made, only one disinterested and credible witness can be found who
  can make the required proof in the proceeding, the testimony of that
  witness must be taken:
               (1)  in open court;
               (2)  [,] by deposition in accordance with Section
  51.203;
               (3)  by a recorded statement of facts contained in:
                     (A)  an affidavit or instrument that satisfies the
  requirements of Section 203.001; or 
                     (B)  a judgment of a court of record as specified
  by Section 203.001(a)(1)(B); [,] or
               (4)  in accordance with the Texas Rules of Civil
  Procedure.
         SECTION 15.  Section 202.203, Estates Code, is amended to
  read as follows:
         Sec. 202.203.  CORRECTION OF JUDGMENT AT REQUEST OF HEIR NOT
  PROPERLY SERVED. If an heir of a decedent who is the subject of a
  proceeding to declare heirship is not served with citation by a
  qualified delivery method [registered or certified mail] or
  personal service in the proceeding, the heir may:
               (1)  have the judgment in the proceeding corrected by
  bill of review:
                     (A)  at any time, but not later than the fourth
  anniversary of the date of the judgment; or
                     (B)  after the passage of any length of time, on
  proof of actual fraud; and
               (2)  recover the heir's just share of the property or
  the value of that share from:
                     (A)  the heirs named in the judgment; and
                     (B)  those who claim under the heirs named in the
  judgment and who are not bona fide purchasers for value.
         SECTION 16.  Section 256.052(a), Estates Code, is amended to
  read as follows:
         (a)  An application for the probate of a will must state and
  aver the following to the extent each is known to the applicant or
  can, with reasonable diligence, be ascertained by the applicant:
               (1)  each applicant's name and domicile;
               [(1-a)  the last three numbers of each applicant's
  driver's license number and social security number, if the
  applicant has been issued one;]
               (2)  the testator's name, domicile, and, if known, age,
  on the date of the testator's death;
               (2-a)  the last three numbers of the testator's
  driver's license number and social security number;
               (3)  the fact, date, and place of the testator's death;
               (4)  facts showing that the court with which the
  application is filed has venue;
               (5)  that the testator owned property, including a
  statement generally describing the property and the property's
  probable value;
               (6)  the date of the will;
               (7)  the name, state of residence, and physical address
  where service can be had of the executor named in the will or other
  person to whom the applicant desires that letters be issued;
               (8)  the name of each subscribing witness to the will,
  if any;
               (9)  whether one or more children born to or adopted by
  the testator after the testator executed the will survived the
  testator and, if so, the name of each of those children;
               (10)  whether a marriage of the testator was ever
  dissolved after the will was made and, if so, when and from whom;
               (11)  whether the state, a governmental agency of the
  state, or a charitable organization is named in the will as a
  devisee; and
               (12)  that the executor named in the will, the
  applicant, or another person to whom the applicant desires that
  letters be issued is not disqualified by law from accepting the
  letters.
         SECTION 17.  Section 257.051(a), Estates Code, is amended to
  read as follows:
         (a)  An application for the probate of a will as a muniment of
  title must state and aver the following to the extent each is known
  to the applicant or can, with reasonable diligence, be ascertained
  by the applicant:
               (1)  each applicant's name and domicile;
               [(1-a)  the last three numbers of each applicant's
  driver's license number and social security number, if the
  applicant has been issued one;]
               (2)  the testator's name, domicile, and, if known, age,
  on the date of the testator's death;
               (2-a)  the last three numbers of the testator's
  driver's license number and social security number;
               (3)  the fact, date, and place of the testator's death;
               (4)  facts showing that the court with which the
  application is filed has venue;
               (5)  that the testator owned property, including a
  statement generally describing the property and the property's
  probable value;
               (6)  the date of the will;
               (7)  the name, state of residence, and physical address
  where service can be had of the executor named in the will;
               (8)  the name of each subscribing witness to the will,
  if any;
               (9)  whether one or more children born to or adopted by
  the testator after the testator executed the will survived the
  testator and, if so, the name of each of those children;
               (10)  that the testator's estate does not owe an unpaid
  debt, other than any debt secured by a lien on real estate, or that
  for another reason there is no necessity for administration of the
  estate;
               (11)  whether a marriage of the testator was ever
  dissolved after the will was made and, if so, when and from whom;
  and
               (12)  whether the state, a governmental agency of the
  state, or a charitable organization is named in the will as a
  devisee.
         SECTION 18.  Section 258.002, Estates Code, is amended by
  adding Subsections (d) and (e) to read as follows:
         (d)  An heir who is 16 years of age or older may waive
  citation required by this section to be served on the heir. 
         (e)  The parent, managing conservator, guardian, attorney ad
  litem, or guardian ad litem of an heir who is younger than 16 years
  of age may waive citation required by this section to be served on
  the heir. 
         SECTION 19.  Section 301.052(a), Estates Code, is amended to
  read as follows:
         (a)  An application for letters of administration when no
  will is alleged to exist must state:
               (1)  the applicant's name, domicile, and, if any,
  relationship to the decedent;
               [(1-a)  the last three numbers of:
                     [(A)  the applicant's driver's license number, if
  the applicant has been issued one; and
                     [(B)  the applicant's social security number, if
  the applicant has been issued one;]
               (2)  the decedent's name and that the decedent died
  intestate;
               (2-a)  if known by the applicant at the time the
  applicant files the application, the last three numbers of the
  decedent's driver's license number and social security number;
               (3)  the fact, date, and place of the decedent's death;
               (4)  facts necessary to show that the court with which
  the application is filed has venue;
               (5)  whether the decedent owned property and, if so,
  include a statement of the property's probable value;
               (6)  the name and address, if known, whether the heir is
  an adult or minor, and the relationship to the decedent of each of
  the decedent's heirs;
               (7)  if known by the applicant at the time the applicant
  files the application, whether one or more children were born to or
  adopted by the decedent and, if so, the name, birth date, and place
  of birth of each child;
               (8)  if known by the applicant at the time the applicant
  files the application, whether the decedent was ever divorced and,
  if so, when and from whom;
               (9)  that a necessity exists for administration of the
  decedent's estate and an allegation of the facts that show that
  necessity; and
               (10)  that the applicant is not disqualified by law
  from acting as administrator.
         SECTION 20.  Section 305.001, Estates Code, is amended to
  read as follows:
         Sec. 305.001.  DEFINITIONS. In this chapter:
               (1)  "Bond" means a bond required by this chapter to be
  given by a person appointed to serve as a personal representative.
               (2)  "Oath" means an oath that may [required by this
  chapter to] be taken by a person appointed to serve as a personal
  representative.
               (3)  "Declaration" means a written declaration that may
  be made and signed by a person appointed to serve as a personal
  representative. 
         SECTION 21.  Section 305.002, Estates Code, is amended to
  read as follows:
         Sec. 305.002.  MANNER OF QUALIFICATION OF PERSONAL
  REPRESENTATIVE. (a)  A personal representative, other than an
  executor described by Subsection (b), is considered to have
  qualified when the representative has:
               (1)  taken and filed the oath prescribed by Subchapter
  B or made, signed, and filed the declaration prescribed by
  Subchapter B;
               (2)  filed the required bond with the clerk; and
               (3)  obtained the judge's approval of the bond.
         (b)  An executor who is not required to give a bond is
  considered to have qualified when the executor has taken and filed
  the oath prescribed by Subchapter B or made, signed, and filed the
  declaration prescribed by Subchapter B.
         SECTION 22.  Section 305.003, Estates Code, is amended to
  read as follows:
         Sec. 305.003.  PERIOD FOR TAKING OATH OR MAKING AND SIGNING
  DECLARATION.  An oath may be taken and subscribed or a declaration
  may be made and signed at any time before:
               (1)  the 21st day after the date of the order granting
  letters testamentary or of administration, as applicable; or
               (2)  the letters testamentary or of administration, as
  applicable, are revoked for a failure to qualify within the period
  allowed.
         SECTION 23.  The heading to Subchapter B, Chapter 305,
  Estates Code, is amended to read as follows:
  SUBCHAPTER B. OATHS OR DECLARATIONS
         SECTION 24.  Section 305.051, Estates Code, is amended to
  read as follows:
         Sec. 305.051.  OATH OR DECLARATION OF EXECUTOR OR
  ADMINISTRATOR WITH WILL ANNEXED. (a) Before the issuance of
  letters testamentary or letters of administration with the will
  annexed, the person named as executor or appointed as administrator
  with the will annexed shall:
               (1)  take and subscribe an oath as prescribed by
  Subsection (b); or
               (2)  make and sign a declaration as prescribed by
  Subsection (c).
         (b)  If the person named as executor or appointed as
  administrator with the will annexed elects to take an oath under
  this section, the person shall take and subscribe an oath in
  substantially the following form:
         I do solemnly swear that the writing offered for probate is
  the last will of ________ (insert name of testator), so far as I
  know or believe, and that I will well and truly perform all the
  duties of __________ (insert "executor of the will" or
  "administrator with the will annexed," as applicable) for the
  estate of _______ (insert name of testator).
         (c)  If the person named as executor or appointed as
  administrator with the will annexed elects to make a declaration
  under this section, the person shall make and sign a declaration in
  substantially the following form: 
         My name is ________ (insert name of "executor of the will" or
  "administrator with the will annexed" as it appears on the order
  appointing the person as executor or administrator with the will
  annexed), my date of birth is ________ (insert date of birth of
  "executor of the will" or "administrator with the will annexed," as
  applicable), and my address is ________ (insert street, city,
  state, zip code, and country of "executor of the will" or
  "administrator with the will annexed," as applicable). I declare
  under penalty of perjury that the writing offered for probate is the
  last will of ________ (insert name of testator), so far as I know or
  believe. I also solemnly declare that I will well and truly perform
  all the duties of ________ (insert "executor of will" or
  "administrator with the will annexed," as applicable) for the
  estate of ________ (insert name of testator). 
         SECTION 25.  Section 305.052, Estates Code, is amended to
  read as follows:
         Sec. 305.052.  OATH OR DECLARATION OF ADMINISTRATOR. (a)
  Before the issuance of letters of administration, the person
  appointed as administrator shall:
               (1)  take and subscribe an oath as prescribed by
  Subsection (b); or
               (2)  make and sign a declaration as prescribed by
  Subsection (c). 
         (b)  If the person appointed as administrator elects to take
  an oath under this section, the person shall take and subscribe an
  oath in substantially the following form:
         I do solemnly swear that ___________ (insert name of
  decedent), deceased, died _______ (insert "without leaving any
  lawful will" or "leaving a lawful will, but the executor named in
  the will is dead or has failed to offer the will for probate or to
  accept and qualify as executor, within the period required," as
  applicable), so far as I know or believe, and that I will well and
  truly perform all the duties of administrator of the estate of
  ________ (insert name of testator) [the deceased].
         (c)  If the person appointed as administrator elects to make
  a declaration under this section, the person shall make and sign a
  declaration in substantially the following form:
         My name is ________ (insert name of administrator as it
  appears on the order appointing the person as administrator), my
  date of birth is ________ (insert date of birth of
  "administrator"), and my address is ________ (insert street, city,
  state, zip code, and country of "administrator"). I declare under
  penalty of perjury that ________ (insert name of decedent),
  deceased, died ________ (insert "without leaving any lawful will"
  or "leaving a lawful will, but the executor named in the will is
  dead or has failed to offer the will for probate or to accept and
  qualify as executor, within the period required," as applicable),
  so far as I know or believe. I also solemnly declare that I will well
  and truly perform all the duties of administrator of the estate of
  ________ (insert name of decedent). 
         SECTION 26.  Section 305.053, Estates Code, is amended to
  read as follows:
         Sec. 305.053.  OATH OR DECLARATION OF TEMPORARY
  ADMINISTRATOR. (a) Before the issuance of temporary letters of
  administration, the person appointed as temporary administrator
  shall:
               (1)  take and subscribe an oath as prescribed by
  Subsection (b); or
               (2)  make and sign a declaration as prescribed by
  Subsection (c). 
         (b)  If the person appointed as temporary administrator
  elects to take an oath under this section, the person shall take and
  subscribe an oath in substantially the following form:
         I do solemnly swear that I will well and truly perform the
  duties of temporary administrator of the estate of __________
  (insert name of decedent), deceased, in accordance with the law,
  and with the order of the court appointing me as temporary
  administrator.
         (c)  If the person appointed as temporary administrator
  elects to make a declaration under this section, the person shall
  make and sign a declaration in substantially the following form: 
         My name is _______ (insert name of temporary administrator as
  it appears on the order appointing the person as temporary
  administrator), my date of birth is _______ (insert date of birth of
  "temporary administrator"), and my address is _______ (insert
  street, city, state, zip code, and country of "temporary
  administrator"). I solemnly declare that I will well and truly
  perform all the duties of temporary administrator of the estate of
  _______ (insert name of decedent), in accordance with the law, and
  with the order of the court appointing me as temporary
  administrator.
         SECTION 27.  Section 305.055, Estates Code, is amended to
  read as follows:
         Sec. 305.055.  FILING AND RECORDING OF OATH OR
  DECLARATION.  An oath or declaration shall be:
               (1)  filed with the clerk of the court granting the
  letters testamentary or of administration, as applicable; and
               (2)  recorded in the judge's probate docket.
         SECTION 28.  Section 308.002(d), Estates Code, is amended to
  read as follows:
         (d)  The notice required by this section must be sent by a
  qualified delivery method [registered or certified mail, return
  receipt requested].
         SECTION 29.  Section 308.051(a), Estates Code, is amended to
  read as follows:
         (a)  Within one month after receiving letters testamentary
  or of administration, a personal representative of an estate shall
  provide notice requiring each person who has a claim against the
  estate to present the claim within the period prescribed by law by:
               (1)  having the notice published in a newspaper of
  general circulation in the county in which the letters were issued;
  and
               (2)  if the decedent remitted or should have remitted
  taxes administered by the comptroller, sending the notice to the
  comptroller by a qualified delivery method [certified or registered
  mail].
         SECTION 30.  Sections 308.053(c) and (d), Estates Code, are
  amended to read as follows:
         (c)  Notice provided under this section must be:
               (1)  sent by a qualified delivery method [certified or
  registered mail, return receipt requested]; and
               (2)  addressed to the record holder of the claim at the
  record holder's last known post office address.
         (d)  The following shall be filed with the clerk of the court
  in which the letters testamentary or of administration were issued:
               (1)  a copy of each notice and of each return receipt or
  other proof of delivery receipt; and
               (2)  the personal representative's affidavit stating:
                     (A)  that the notice was sent [mailed] as required
  by law; and
                     (B)  the name of the person to whom the notice was
  sent [mailed], if that name is not shown on the notice or receipt.
         SECTION 31.  Section 308.054(a), Estates Code, is amended to
  read as follows:
         (a)  At any time before an estate administration is closed, a
  personal representative may give notice by a qualified delivery
  method [certified or registered mail, return receipt requested,] to
  an unsecured creditor who has a claim for money against the estate.
         SECTION 32.  Section 356.105(a), Estates Code, is amended to
  read as follows:
         (a)  A successful bid or contract for the sale of estate
  personal property shall be reported to the court.  The laws
  regulating the approval or disapproval of a sale of real estate
  apply to the sale, except that a conveyance is not required.
         SECTION 33.  Section 356.654(b), Estates Code, is amended to
  read as follows:
         (b)  Before purchasing estate property as authorized by
  Subsection (a), the personal representative shall give notice of
  the purchase by a qualified delivery method [certified mail, return
  receipt requested], unless the court requires another form of
  notice, to:
               (1)  each distributee of the estate; and
               (2)  each creditor whose claim remains unsettled after
  being presented within six months of the date letters testamentary
  or of administration are originally granted.
         SECTION 34.  Section 361.052(b), Estates Code, is amended to
  read as follows:
         (b)  If a personal representative, as executor or
  administrator, fails to timely file the affidavit or certificate
  required by Section 308.004, the court, on the court's own motion,
  may remove the personal representative after providing 30 days'
  written notice to the personal representative to answer at a time
  and place set in the notice, by a qualified delivery method
  [certified mail, return receipt requested,] to:
               (1)  the representative's last known address; and
               (2)  the last known address of the representative's
  attorney of record.
         SECTION 35.  Sections 362.005(b) and (c), Estates Code, are
  amended to read as follows:
         (b)  Citation issued under Subsection (a) must:
               (1)  contain:
                     (A)  a statement that an account for final
  settlement has been presented;
                     (B)  the time and place the court will consider
  the account; and
                     (C)  a statement requiring the person cited to
  appear and contest the account, if the person wishes to contest the
  account; and
               (2)  be given to each heir or distributee of the
  decedent by a qualified delivery method [certified mail, return
  receipt requested,] unless the court by written order directs
  another method of service to be given.
         (c)  The personal representative shall also provide to each
  person entitled to citation under Subsection (b) a copy of the
  account for final settlement either by:
               (1)  a qualified delivery method [certified mail,
  return receipt requested]; or
               (2)  electronic delivery, including facsimile or
  e-mail.
         SECTION 36.  Section 403.056(a), Estates Code, is amended to
  read as follows:
         (a)  Notice to the independent executor required by Sections
  403.052 and 403.055 must be contained in:
               (1)  a written instrument that complies with Section
  355.004 and is sent by a qualified delivery method [hand-delivered
  with proof of receipt, or mailed by certified mail, return receipt
  requested with proof of receipt,] to the independent executor or
  the executor's attorney;
               (2)  a pleading filed in a lawsuit with respect to the
  claim; or
               (3)  a written instrument that complies with Section
  355.004 or a pleading filed in the court in which the administration
  of the estate is pending.
         SECTION 37.  Section 404.0035(a), Estates Code, is amended
  to read as follows:
         (a)  The probate court, on the court's own motion, may remove
  an independent executor appointed under this subtitle after
  providing 30 days' written notice of the court's intention to the
  independent executor, requiring answering at a time and place set
  in the notice, by a qualified delivery method [certified mail,
  return receipt requested], to the independent executor's last known
  address and to the last known address of the independent executor's
  attorney of record, if the independent executor:
               (1)  neglects to qualify in the manner and time
  required by law;
               (2)  fails to return, before the 91st day after the date
  the independent executor qualifies, either an inventory of the
  estate property and a list of claims that have come to the
  independent executor's knowledge or an affidavit in lieu of the
  inventory, appraisement, and list of claims, unless that deadline
  is extended by court order; or
               (3)  fails to timely file the affidavit or certificate
  required by Section 308.004.
         SECTION 38.  Section 452.006(a), Estates Code, is amended to
  read as follows:
         (a)  On the date the county clerk issues letters of temporary
  administration:
               (1)  the county clerk shall post on the courthouse door
  a notice of the appointment to all interested persons; and
               (2)  the appointee shall notify, by a qualified
  delivery method [certified mail, return receipt requested], the
  decedent's known heirs of the appointment.
         SECTION 39.  Section 453.003(a), Estates Code, is amended to
  read as follows:
         (a)  If there is no qualified executor or administrator of a
  deceased spouse's estate, the surviving spouse, as the surviving
  partner of the marital partnership, may:
               (1)  sue and be sued to recover community property;
               (2)  sell, mortgage, lease, and otherwise dispose of
  community property to pay community debts, for which a portion of
  community property is liable for payment;
               (3)  collect claims due to the community estate; and
               (4)  exercise other powers as necessary to:
                     (A)  preserve the community property;
                     (B)  discharge community obligations, for which a
  portion of community property is liable for payment; and
                     (C)  wind up community affairs.
         SECTION 40.  Section 453.006, Estates Code, is amended to
  read as follows:
         Sec. 453.006.  ACCOUNT OF [COMMUNITY] DEBTS AND DISPOSITION
  OF COMMUNITY PROPERTY. (a) The surviving spouse shall keep a fair
  and full account and statement of:
               (1)  all [community] debts and expenses paid by the
  surviving spouse; and
               (2)  the disposition made of the community property.
         (b)  The surviving spouse or personal representative shall
  keep a separate, distinct account of all [community] debts allowed
  or paid in the administration and settlement of an estate described
  by Section 101.052 [Sections 101.052(a) and (b)].
         SECTION 41.  Section 453.007, Estates Code, is amended to
  read as follows:
         Sec. 453.007.  DELIVERY OF COMMUNITY ESTATE ON FINAL
  PARTITION. On final partition of the community estate, the
  surviving spouse shall deliver to the deceased spouse's heirs or
  devisees their interest in the estate, and the increase in and
  profits of the interest, after deducting from the interest:
               (1)  the proportion of the [community] debts chargeable
  to the interest;
               (2)  unavoidable losses;
               (3)  necessary and reasonable expenses; and
               (4)  a reasonable commission for the management of the
  interest.
         SECTION 42.  Section 501.003(b), Estates Code, is amended to
  read as follows:
         (b)  For an application described by Section 501.002(b), a
  citation shall be issued and served by a qualified delivery method
  [registered or certified mail] on each devisee and heir identified
  in the application.
         SECTION 43.  Section 505.005(a), Estates Code, is amended to
  read as follows:
         (a)  On receipt of a notice or process described by Section
  505.004(a)(2), the secretary of state shall promptly forward the
  notice or process by a qualified delivery method [registered or
  certified mail] to the officer, agent, or other person designated
  by the foreign corporate fiduciary under Section 505.004 to receive
  the notice or process.
         SECTION 44.  Section 505.101(a), Estates Code, is amended to
  read as follows:
         (a)  On giving notice by a qualified delivery method
  [registered or certified mail] to all creditors of a decedent in
  this state who have filed a claim against the decedent's estate for
  a debt due to the creditor, a foreign executor or administrator of a
  person who was a nonresident at the time of death may maintain a
  suit in this state for the recovery of debts due to the decedent.
         SECTION 45.  Sections 51.052(b), (c), (d), (e), (f), and
  (g), 51.055(a), 51.056, 51.103(b), 56.002(b), 113.251(c), 202.051,
  202.203, 305.001, 305.002, 305.003, 305.051, 305.052, 305.053,
  305.055, 308.002(d), 308.051(a), 308.053(c) and (d), 308.054(a),
  356.654(b), 361.052(b), 362.005(b) and (c), 403.056(a),
  404.0035(a), 452.006(a), 501.003(b), 505.005(a), and 505.101(a),
  Estates Code, as amended by this Act, apply only to an action filed
  or proceeding commenced on or after the effective date of this Act.
         SECTION 46.  The amendments of this Act to Sections 101.052,
  202.005, 202.151, 356.105(a), 453.003(a), 453.006, and 453.007,
  Estates Code, are intended to clarify rather than change existing
  law.
         SECTION 47.  Section 113.251(c), Estates Code, as amended by
  this Act, applies only to multiple-party accounts created or
  existing on or after the effective date of this Act.
         SECTION 48.  Section 202.056, Estates Code, as amended by
  this Act, applies only to a proceeding to declare heirship
  commenced on or after the effective date of this Act. A proceeding
  to declare heirship commenced before that date is governed by the
  law in effect on the date the proceeding was commenced, and the
  former law is continued in effect for that purpose.
         SECTION 49.  Sections 256.052(a) and 257.051(a), Estates
  Code, as amended by this Act, and Sections 258.002(d) and (e),
  Estates Code, as added by this Act, apply only to an application for
  the probate of a will filed on or after the effective date of this
  Act. An application for the probate of a will filed before that
  date is governed by the law in effect on the date the application
  was filed, and the former law is continued in effect for that
  purpose.
         SECTION 50.  Section 301.052(a), Estates Code, as amended by
  this Act, applies only to an application for letters of
  administration filed on or after the effective date of this Act. An
  application for letters of administration filed before the
  effective date of this Act is governed by the law in effect on the
  date the application was filed, and the former law is continued in
  effect for that purpose.
         SECTION 51.  Section 308.051(a), Estates Code, as amended by
  this Act, applies only to an order admitting a will to probate
  issued on or after the effective date of this Act. An order
  admitting a will to probate issued before the effective date of this
  Act is governed by the law in effect on the date the order was
  issued, and the former law is continued in effect for that purpose.
         SECTION 52.  This Act takes effect September 1, 2021.
 
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