Texas Estates Code 151.001 – Examination of Documents or Safe Deposit Box With Court Order
(a) A judge of a court that has probate jurisdiction of a decedent‘s estate may order a person to permit a court representative named in the order to examine a decedent’s documents or safe deposit box if it is shown to the judge that:
(1) the person may possess or control the documents or that the person leased the safe deposit box to the decedent; and
(2) the documents or safe deposit box may contain:
(A) a will of the decedent;
(B) a deed to a burial plot in which the decedent is to be buried; or
(C) an insurance policy issued in the decedent’s name and payable to a beneficiary named in the policy.
(b) The court representative shall examine the decedent’s documents or safe deposit box in the presence of:
(1) the judge ordering the examination or an agent of the judge; and
(2) the person who has possession or control of the documents or who leased the safe deposit box or, if that person is a corporation, an officer of the corporation or an agent of an officer.
Terms Used In Texas Estates Code 151.001
- 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
- Corporation: A legal entity owned by the holders of shares of stock that have been issued, and that can own, receive, and transfer property, and carry on business in its own name.
- 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.
- Deed: The legal instrument used to transfer title in real property from one person to another.
- 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 - Judge: means the presiding judge of any court having original jurisdiction over probate proceedings, regardless of whether the court is:
(1) a county court in the exercise of its probate jurisdiction;
(2) a court created by statute and authorized to exercise probate jurisdiction; or
(3) a district court exercising probate jurisdiction in a contested matter. See Texas Estates Code 22.019 - Jurisdiction: (1) The legal authority of a court to hear and decide a case. Concurrent jurisdiction exists when two courts have simultaneous responsibility for the same case. (2) The geographic area over which the court has authority to decide cases.
- Person: includes a natural person and a corporation. See Texas Estates Code 22.027
- Probate: Proving a will