Bill Text: TX SB1448 | 2025-2026 | 89th Legislature | Enrolled
Bill Title: Relating to decedents' estates and other matters involving probate courts.
Sponsorship: Slight Partisan Bill (Republican 2-1)
Status: (Passed) 2025-06-20 - Effective on 9/1/25 [SB1448 Detail]
Download: Texas-2025-SB1448-Enrolled.html
| S.B. No. 1448 | ||
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| relating to decedents' estates and other matters involving probate | ||
| courts. | ||
| BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS: | ||
| SECTION 1. Section 33.105, Estates Code, is amended by | ||
| amending Subsection (a) and adding Subsection (a-1) to read as | ||
| follows: | ||
| (a) If a probate proceeding is transferred to a court in | ||
| another county under this chapter, the clerk of the transferring | ||
| court shall send to the clerk of the court to which the proceeding | ||
| is transferred: | ||
| (1) [ |
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| under Section 72.031, Government Code: | ||
| (A) [ |
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| transferred documents; | ||
| (B) [ |
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| (C) [ |
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| by the transferring court; | ||
| (D) [ |
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| the transferring court[ |
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| (E) [ |
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| index of transferred documents from each previous transfer; and | ||
| (F) [ |
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| transferring court; and | ||
| (2) by a qualified delivery method, the original will, | ||
| or the paper copy of the will offered under Section 256.156 to prove | ||
| a will that cannot be produced in court, as applicable. | ||
| (a-1) If applicable, the applicant who requested to | ||
| transfer a probate proceeding shall pay the cost of delivery under | ||
| Subsection (a)(2). | ||
| SECTION 2. Subchapter B, Chapter 51, Estates Code, is | ||
| amended by adding Section 51.057 to read as follows: | ||
| Sec. 51.057. SERVICE REGARDING CERTAIN DECEASED PERSONS. | ||
| (a) Except as provided by Subsection (b), if a citation or notice | ||
| is required to be served in a probate proceeding on a person who is | ||
| now deceased but survived the decedent who is the subject of the | ||
| proceeding, the citation or notice must be served on one of the | ||
| following: | ||
| (1) the personal representative of the deceased | ||
| person's estate, as provided by Section 51.056; or | ||
| (2) each distributee of the deceased person's estate, | ||
| if: | ||
| (A) the personal representative has been | ||
| discharged; | ||
| (B) the independent executor has filed a closing | ||
| report or a notice of closing of the estate; or | ||
| (C) there is no administration of the estate | ||
| ordered by a court, including if: | ||
| (i) the deceased person's will was admitted | ||
| to probate as a muniment of title; | ||
| (ii) the court finds there is no necessity | ||
| for administration in a judgment in a proceeding declaring heirship | ||
| under Chapter 202; or | ||
| (iii) the court approves a small estate | ||
| affidavit under Chapter 205. | ||
| (b) If there is no court order determining the distributees | ||
| of the estate of the deceased person who survived the decedent or no | ||
| personal representative of the deceased person's estate has been | ||
| appointed, the citation or notice must be served on the unknown | ||
| distributees of the estate by publication in the county in which the | ||
| probate proceeding described by Subsection (a) is pending and, if | ||
| known, the county of the last residence of the deceased person, if | ||
| that residence was in a county other than the county in which the | ||
| probate proceeding is pending. | ||
| (c) If service by publication is required by Subsection (b), | ||
| the court may appoint an attorney ad litem to represent the | ||
| interests of the distributees of the deceased person's estate, | ||
| whether known or unknown. | ||
| SECTION 3. Section 256.156, Estates Code, is amended by | ||
| adding Subsection (c) to read as follows: | ||
| (c) A copy of a will that cannot be produced in court that | ||
| includes a copy of a self-proving affidavit is sufficient to make | ||
| the will self-proved if the self-proving affidavit meets the form | ||
| and content requirements under Subchapter C, Chapter 251. | ||
| SECTION 4. Section 256.202, Estates Code, is amended to | ||
| read as follows: | ||
| Sec. 256.202. CUSTODY OF PROBATED WILL. An original will, | ||
| or a paper copy of a will proved under Section 256.156, and the | ||
| probate of the will shall be deposited in the office of the county | ||
| clerk of the county in which the will was probated. The will and | ||
| probate of the will shall remain in that office except during a time | ||
| the will and the probate of the will are removed for inspection to | ||
| another place on an order of the court where the will was probated. | ||
| If that court orders the original will to be removed to another | ||
| place for inspection: | ||
| (1) the person removing the will shall give a receipt | ||
| for the will; | ||
| (2) the court clerk shall make and retain a copy of the | ||
| will; and | ||
| (3) the will shall be delivered back to the office of | ||
| the county clerk of the county in which the will was probated after | ||
| the inspection is completed. | ||
| SECTION 5. Section 309.051(a), Estates Code, is amended to | ||
| read as follows: | ||
| (a) Except as provided by Subsection (c) or Section 309.056 | ||
| or unless a longer period is granted by the court, before the 91st | ||
| day after the date the personal representative qualifies, the | ||
| representative shall prepare and file with the court clerk a single | ||
| written instrument that contains a verified, full, and detailed | ||
| inventory of all estate property that has come into the | ||
| representative's possession or of which the representative has | ||
| knowledge. The inventory must: | ||
| (1) include: | ||
| (A) all estate real property located in this | ||
| state; and | ||
| (B) all estate personal property regardless of | ||
| where the property is located; and | ||
| (2) state whether the decedent was married at the time | ||
| of the decedent's death, and if the decedent was married at the time | ||
| of the decedent's death, specify which portion of the property, if | ||
| any, is separate property and which, if any, is community property. | ||
| SECTION 6. Section 309.052, Estates Code, is amended to | ||
| read as follows: | ||
| Sec. 309.052. LIST OF CLAIMS. A complete list of claims due | ||
| or owing to the estate must be attached to the inventory and | ||
| appraisement required by Section 309.051. The list of claims must | ||
| state: | ||
| (1) the name and, if known, address of each person | ||
| indebted to the estate; and | ||
| (2) regarding each claim: | ||
| (A) the nature of the debt, whether by note, | ||
| bill, bond, or other written obligation, or by account or verbal | ||
| contract; | ||
| (B) the date the debt was incurred; | ||
| (C) the date the debt was or is due; | ||
| (D) the amount of the claim, the rate of interest | ||
| on the claim, and the period for which the claim bears interest; and | ||
| (E) whether the claim is separate property or | ||
| community property, if the decedent was married at the time of the | ||
| decedent's death. | ||
| SECTION 7. Section 354.001(b), Estates Code, is amended to | ||
| read as follows: | ||
| (b) On presentation of the personal representative's | ||
| account and application under Subsection (a), the court, with or | ||
| without notice or citation, may adjust, correct, settle, allow, or | ||
| disallow the account. | ||
| SECTION 8. Section 452.006(c), Estates Code, is amended to | ||
| read as follows: | ||
| (c) Not later than the seventh day after the date letters of | ||
| temporary administration are issued, the [ |
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| with the court proof of service of the notice required under | ||
| Subsection (a) in the manner provided by Section 51.103(b)(3). | ||
| SECTION 9. 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 [ |
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| 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 [ |
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| which a portion of community property is liable for payment; and | ||
| (C) wind up community affairs. | ||
| SECTION 10. Section 80.002(b), Government Code, is amended | ||
| to read as follows: | ||
| (b) In addition to any other delivery method required or | ||
| authorized by law or supreme court rule, a statutory county court, | ||
| statutory probate court, district court, or appellate court shall | ||
| deliver through the electronic filing system established under | ||
| Section 72.031 to all parties in each case in which the use of the | ||
| electronic filing system is required or authorized all court orders | ||
| the court enters for the case. | ||
| SECTION 11. Section 403.060, Estates Code, is repealed. | ||
| SECTION 12. The amendment by this Act of Sections 256.156, | ||
| 354.001, and 453.003, Estates Code, is intended to clarify rather | ||
| than change existing law. | ||
| SECTION 13. Section 33.105, Estates Code, as amended by | ||
| this Act, applies to a proceeding that is pending or commenced on or | ||
| after the effective date of this Act. | ||
| SECTION 14. Section 51.057, Estates Code, as added by this | ||
| Act, applies only to a probate proceeding commenced on or after the | ||
| effective date of this Act. | ||
| SECTION 15. Section 256.202, Estates Code, as amended by | ||
| this Act, applies only to a proceeding commenced on or after the | ||
| effective date of this Act. A proceeding commenced before the | ||
| effective date of this Act 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 16. Sections 309.051(a) and 309.052, Estates Code, | ||
| as amended by this Act, apply to the administration of the estate of | ||
| a decedent that is pending or commenced on or after the effective | ||
| date of this Act. | ||
| SECTION 17. Section 452.006(c), Estates Code, as amended by | ||
| this Act, applies only to a temporary administrator appointed on or | ||
| after the effective date of this Act. A temporary administrator | ||
| appointed before the effective date of this Act is governed by the | ||
| law in effect on the date the administrator was appointed, and the | ||
| former law is continued in effect for that purpose. | ||
| SECTION 18. This Act takes effect September 1, 2025. | ||
| ______________________________ | ______________________________ | |
| President of the Senate | Speaker of the House | |
| I hereby certify that S.B. No. 1448 passed the Senate on | ||
| April 10, 2025, by the following vote: Yeas 30, Nays 0; and that | ||
| the Senate concurred in House amendment on May 28, 2025, by the | ||
| following vote: Yeas 31, Nays 0. | ||
| ______________________________ | ||
| Secretary of the Senate | ||
| I hereby certify that S.B. No. 1448 passed the House, with | ||
| amendment, on May 24, 2025, by the following vote: Yeas 133, | ||
| Nays 0, two present not voting. | ||
| ______________________________ | ||
| Chief Clerk of the House | ||
| Approved: | ||
| ______________________________ | ||
| Date | ||
| ______________________________ | ||
| Governor | ||
