Probate Inventory Signing Requirements

Summary

In Texas, the independent executrix and attorney of record must sign the inventory, appraisement, and list of claims. If a different attorney signed, it may be a procedural issue. An incomplete inventory and a Federal Estate Tax Proceeding requirement can affect asset distribution. File a motion with the Grayson County Probate Court to address these issues. Prepare for a hearing to discuss the necessity of the Federal Estate Tax Proceeding. Draft an objection under Texas Estates Code section 309.102 for incomplete inventory and failure to notify.

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The Attorney of record for the independent executrix due to multiple beneficiaries that requires an Attorney, when they file the inventory and Appraisement and list of claims is it mandatory they sign it or any Attorney
Hi ****! Generally, the inventory, appraisement, and list of claims must be signed by the independent executrix and the attorney of record. Specific requirements can vary by jurisdiction.
Can you let me know your location so I can provide more precise information?
Grayson County Texas
Hi ****! Here are some relevant points for Grayson County, Texas:
- In Texas, the independent executrix must sign the inventory, appraisement, and list of claims.
- The attorney of record typically also needs to sign.
- Specific local rules may apply, so checking with the Grayson County probate court is advisable.
Would you like more detailed information on local probate rules?
Yes
In Grayson County, Texas, probate rules can have specific nuances. For more detailed information on local probate rules:

Grayson County Probate Court


Phone: (*) *-*
Address: * W Houston St, Sherman, TX *
Website: www.co.grayson.tx.us

Would you like guidance on any specific aspect of the probate process?
A different Attorney signed it but it was for the Attorney of record
In Texas, the inventory, appraisement, and list of claims should be signed by the independent executrix and the attorney of record. If a different attorney signed it, there may be a procedural issue. You might need to consult the Grayson County Probate Court for clarification.
Would you like to know what steps you can take to address this with the court?
The inventory was incomplete. My father required in the Will a Federal Estate Tax Proceeding for valuation which would determine the distributions
In Texas, when the inventory is incomplete and there's a requirement for a Federal Estate Tax Proceeding in the Will, it could affect the distribution of assets. You should:
- Consult with the Grayson County Probate Court about the incomplete inventory.
- Verify if the Federal Estate Tax Proceeding requirement needs to be fulfilled before any distributions.
Would you like to know how to initiate a review or challenge the incomplete inventory in court?
Yes it was required before any thing can be distributed
In Grayson County, Texas, if the Federal Estate Tax Proceeding is required before distribution and the inventory is incomplete, you could:
*. File a motion with the probate court to address the incomplete inventory.
*. Request a court hearing to discuss the necessity of the Federal Estate Tax Proceeding.
Would you like more information on how to file a motion or prepare for a court hearing?
The proceeding information should of been the guidelines for the assets and distribution
If the proceeding information is crucial for the assets and distribution, and it was mandated by the will, you should:
*. File a Motion: Submit a motion to the probate court addressing the incomplete inventory and the necessity of the Federal Estate Tax Proceeding.
*. Prepare for a Hearing: Request a court hearing to discuss the incomplete inventory and the need for the Federal Estate Tax Proceeding.
Would you like more details on how to file the motion or what to prepare for the hearing?
Yes
To file a motion in Grayson County, Texas:
*. Draft the Motion:
- Title: Motion to Address Incomplete Inventory and Federal Estate Tax Proceeding Requirement.
- State the facts, including the incomplete inventory and the requirement for the Federal Estate Tax Proceeding.
- Request specific relief (e.g., completion of the inventory, adherence to the Federal Estate Tax Proceeding).
*. File the Motion:
- Submit the motion to the Grayson County Probate Court.
- Include any supporting documents (e.g., copies of the will, incomplete inventory).
*. Prepare for the Hearing:
- Gather all relevant documents and evidence.
- Be ready to explain the necessity of the Federal Estate Tax Proceeding for asset distribution.
Would you like guidance on how to draft the motion or any other specific steps?
I am preparing an objection to Inventory section *.* and failure to notify
In Texas, preparing an objection under Inventory section *.* and failure to notify involves:
- Drafting the Objection:
- Title: Objection to Inventory and Failure to Notify
- State Facts: Detail the incompleteness and notification failure.
- Cite Law: Reference Texas Estates Code section *.*.
- Request Relief: Specify the correction of the inventory and proper notification.
- File the Objection: Submit it to the Grayson County Probate Court.
Would you like further details on how to draft this objection?
Got it thanks
****, it looks like you've got a strong case to address the incomplete inventory and procedural issues with the Grayson County Probate Court. If you need precise guidance on drafting your objection or further legal assistance, that might be a good next step.
Would you like any more specific details on drafting your objection or any other part of the probate process?