Texas Estates Code 308.003 – Contents of Notice
Terms Used In Texas Estates Code 308.003
- Beneficiary: A person who is entitled to receive the benefits or proceeds of a will, trust, insurance policy, retirement plan, annuity, or other contract. Source: OCC
- Court: means and includes:
(1) a county court in the exercise of its probate jurisdiction;
(2) a court created by statute and authorized to exercise original probate jurisdiction; and
(3) a district court exercising original probate jurisdiction in a contested matter. See Texas Estates Code 22.007 - Decedent: A deceased person.
- Estate: means a decedent's property, as that property:
(1) exists originally and as the property changes in form by sale, reinvestment, or otherwise;
(2) is augmented by any accretions and other additions to the property, including any property to be distributed to the decedent's representative by the trustee of a trust that terminates on the decedent's death, and substitutions for the property; and
(3) is diminished by any decreases in or distributions from the property. See Texas Estates Code 22.012 - Person: includes a natural person and a corporation. See Texas Estates Code 22.027
- personal representative: include :
(1) an executor and independent executor;
(2) an administrator, independent administrator, and temporary administrator; and
(3) a successor to an executor or administrator listed in Subdivision (1) or (2). See Texas Estates Code 22.031 - Probate: Proving a will
The notice required by § 308.002 must include:
(1) the name and address of the beneficiary to whom the notice is given or, for a beneficiary described by § 308.002(b), the name and address of the beneficiary for whom the notice is given and of the person to whom the notice is given;
(2) the decedent‘s name;
(3) a statement that the decedent’s will has been admitted to probate;
(4) a statement that the beneficiary to whom or for whom the notice is given is named as a beneficiary in the will;
(5) the personal representative‘s name and contact information; and
(6) either:
(A) a copy of the will that was admitted to probate and of the order admitting the will to probate; or
(B) a summary of the gifts to the beneficiary under the will, the court in which the will was admitted to probate, the docket number assigned to the estate, the date the will was admitted to probate, and, if different, the date the court appointed the personal representative.