We understand that this worksheet is lengthy but by completing this worksheet, you will give the Duran Firm ALL of the information it will require in the typical uncontested case. Let's get started!
Section I. Information about the Applicant
Section II. Information about the Decedent
Section III. Decedent's Marital History
Section IV. Information Regarding ALL Children Ever Born to or Adopted by Decedent (Living and Deceased)
V. List CERTAIN Grandchildren Ever Born to or Adopted by Decedent
If any of the Decedent's children predeceased him or her, and that child left children (the Decedent's grandchildren), then please list the names of those grandchildren.
VI. List Decedent's Parents (living and deceased)
If the Decedent had no descendants (children or grandchildren) that survived him or her, then please list the names of the Decedent's parents
List the Decedent's Siblings (living and deaceased)
If the Decedent had no descendants that survived him or her, and if one or more of the Decedent’s parents predeceased him or her, then please list the Decedent’s Siblings.
Section VII. Information for the Inventory, Appraisement and List of Claims
Description of Decedent’s Assets (Do not include “JTWROS”, “POD” or other assets that transfer automatically upon the death of the Decedent.)
Community property consists of the property, other than separate property, acquired by either spouse during marriage. A spouse's separate property consists of: 1) the property owned or claimed by the spouse before marriage; 2) the property acquired by the spouse during marriage by gift or inheritance; and 3) the recovery for personal injuries sustained by the spouse during marriage, except any recovery for loss of earning capacity during marriage. All property that is acquired during the marriage is presumed to be community property unless proven otherwise.
Section VIII. Information Regarding Decedent’s Debts
Description of Decedent’s Debts:
XIV. Information Regarding Disinterested Witnesses to Prove Heirship
Please provide the name, address and phone number of two witnesses who:
1) are familiar with Decedent's family history;
2)do NOT have an interest in the estate;
3) are unrelated to the Decedent (preferred but not required);
4) are able to attend a hearing in the DFW area if required by the Court.
The appropriate court or “venue” in probate proceedings is the county court of the Decedent’s residence. The Collin County Probate Court will waive the venue requirement if the Decedent’s heirs are in complete agreement in all aspects of the case. Collin County probate is typically quicker and easier than in surrounding counties. Furthermore, the Collin County courthouse is right off of the highway and has ample free parking. Would you be willing to have your case considered in Collin County?
I understand that the Duran Firm will rely on this Worksheet in order to complete work on my case and I have completed it to the best of my ability.
You may want to print this worksheet out, just in case something goes wrong. That way you can fax or email the printout without having to recomplete the worksheet.