| Dear Mr. Premack: I'm trying to
complete my mother's estate. She had a Will but left out one of her
grandchildren. Can "pretermission" apply to grandchildren as well as
children? Thanks for your help. - LM, via Email "Pretermission" is a
legal term that, in Texas, means being an child who is born after the date
the Will was written. Here's an example: Betty has two children. Bob was
born in 1975 and Sylvia was born in 1977. Betty wrote a Will in 1976 that
left her estate to her husband, and if he wasn't alive then to Bob. In
1999 Betty's husband died, leaving everything to Betty. Then in 2002 Betty
died.
She never did update her 1976 Will, so there is no mention of Sylvia in
it. According to Texas law, Sylvia is a "pretermitted child" who may be
able to inherit along with Bob anyway.
In the case of Gorski v Welch (decided in 1999 by the Texas Court of
Appeals), the court applied the Texas statute to allow a pretermitted
child to receive a portion of the estate when not mentioned in the Will,
or not provided for in the Will, or not otherwise provided for outside the
Will in a manner intended to replace a Will-based inheritance.
The purpose of the pretermission law is to save families from
thoughtlessness. The court said that for a pretermitted child to receive
part of the estate, "it must appear from the Will, interpreted in light of
all the circumstances, that the failure to provide for the child… was
accidental, or due to inadvertence or oversight."
Most of the appellate court cases on pretermitted children take a very
conservative approach to recognizing inheritance rights. The statute
requires a variety of factors to be proven before a pretermitted child
will inherit. But if all those factors are proven and the child's right to
inherit is legally established, then those inheritance rights should
extend to the next generation as well.
For example, if daughter Sylvia was clearly established as a
pretermitted child - but Sylvia died in 2001 (the year before mother Betty
died), then Sylvia's children should be entitled to the same inheritance
Sylvia would have gotten if she had outlived her mother Betty. Although
the definition of pretermission is clear, the issue of whether those
rights extend to the grandchildren through the children has not been ruled
upon by a Texas appeals court.
It is, on the other hand, very clear that the concept of pretermission
does not apply directly to grandchildren. For instance, if Betty's Will
said "I leave everything to my two grandchildren Jim and Joe," and a year
later a third grandchild named Julie is born, Julie is not automatically
included as Betty's heir (even though Julie was born after the Will was
made). The pretermission statute includes only Betty's the natural born or
adopted children when granting inheritance rights, not her grandchildren.
The grandchild's only hope is to receive by virtue of their parent's right
to receive, so granddaughter Julie would be left out. |