The loss of a loved one is a difficult and emotional time, but when it is combined with the responsibilities of managing an estate, the process can become overwhelming. In this article, we will explore a case study of probate in Texas with a video will and highlight some of the important considerations involved.
Understanding Video Wills in Texas
Under Texas law, a video will can be used in court as evidence of a person’s testamentary intentions, but it is important to understand the specific requirements for this type of will to be considered legally valid. Texas requires that the testator (the person making the will) make the video in the presence of two witnesses who also sign the will.
Case Study: The Importance of Proper Formalities
In this case study, the individual’s step-mother passed away and left property to their dad. The title needed to be transferred in their dad’s name through a probated will, but the original will was lost in a fire and only a video will existed. The video will could be used as evidence of the step-mother’s intentions, but it is important to determine if all the necessary requirements for a video will were met in order to be admitted to probate.
If the video will does not meet the requirements under Texas law, the estate would be considered intestate and the property would pass to the step mom’s closest living relatives according to the laws of intestacy.
Resolving Outstanding Tax Obligations
In this case, back taxes were also owed on the property. The individual, who was not the owner, was unable to set up a payment plan. Only the legal owner of the property can take action to resolve any outstanding tax obligations. In this case, the owner is either the step-mother or the dad, depending on the terms of the will and whether it is admitted to probate.
The Takeaway
The loss of a loved one and the responsibility of managing their estate can be a complex and challenging process, especially when original documents are lost or destroyed. This case study highlights the importance of following the proper formalities for executing a will and underscores the value of consulting with a probate attorney to navigate the probate process and resolve any outstanding obligations.
Do you need help with a probate matter in San Antonio or the surrounding area? We are San Antonio probate attorneys. We help clients navigate the probate process. Call today for a free confidential consultation, (210) 239-8518.
Our San Antonio Probate Attorneys provide a full range of probate services to our clients, including helping with last wills and testaments. Affordable rates, fixed fees, and payment plans are available. We provide step-by-step instructions, guidance, checklists, and more for completing the probate process. We have years of combined experience we can use to support and guide you with probate and estate matters. Call us today for a FREE attorney consultation.
Disclaimer
The content of this website is for informational purposes only and should not be construed as legal advice. The information presented may not apply to your situation and should not be acted upon without consulting a qualified probate attorney. We encourage you to seek the advice of a competent attorney with any legal questions you may have.
