Sec. 151.004. DELIVERY OF DOCUMENT WITHOUT COURT ORDER. (a) Subject to Subsection (c), a person who permits an examination of a decedent's document or safe deposit box under Section 151.003 may deliver:
(1) a document appearing to be the decedent's will to:
(A) the clerk of a court that:
(i) has probate jurisdiction; and
(ii) is located in the county in which the decedent resided; or
(B) a person named in the document as an executor of the decedent's estate;
(2) a document appearing to be a deed to a burial plot in which the decedent is to be buried, or appearing to give burial instructions, to the person conducting the examination; or
(3) a document appearing to be an insurance policy on the decedent's life to a beneficiary named in the policy.
(b) A person who has leased a safe deposit box to the decedent shall keep a copy of a document delivered by the person under Subsection (a)(1) until the fourth anniversary of the date of delivery.
(c) A person may not deliver a document under Subsection (a) unless the person examining the document:
(1) requests delivery of the document; and
(2) issues a receipt for the document to the person delivering the document.
Added by Acts 2009, 81st Leg., R.S., Ch. 680 (H.B. 2502), Sec. 1, eff. January 1, 2014.
Structure Texas Statutes
Title 2 - Estates of Decedents; Durable Powers of Attorney
Subtitle D - Proceedings Before Administration of Estate
Chapter 151 - Examination of Documents and Safe Deposit Boxes
Section 151.001. Examination of Documents or Safe Deposit Box With Court Order
Section 151.002. Delivery of Document With Court Order
Section 151.003. Examination of Document or Safe Deposit Box Without Court Order
Section 151.004. Delivery of Document Without Court Order
Section 151.005. Restriction on Removal of Contents of Safe Deposit Box