Dear Mr. Premack: My step-grandfather
passed away three months ago and his children say that in his Will it
states he didn't want the Will to be read till one year after his death.
What rights does my grandmother, who was married to him for over ten
years, have to get this Will read before the one year anniversary of his
death? RBJ
When someone makes a Will, it can dictate
many terms and various conditions for the receipt of benefits. It is not
unusual for a Will to impose constrains on when and how an heir will
receive various assets. Those constraints, however, can only be followed
if the wording in the Will is known to the public (and to the devisees)
so it would be very unusual for a Will to say that its terms should stay
hidden for a year.
A Will becomes public though the probate
process. Texas law says that any interested person can file an
application with the court asking for an order admitting the decedent’s
Will to probate.
Your grandmother definitely qualifies as an
interested person, which by law includes all heirs, devisees, spouses,
creditors, or anyone who has a claim to any part of the estate. She is
obviously the spouse, but she might also be a devisee (a person named in
the Will as entitled to some assets) and she might also be an heir (a
person who by law would inherit in the absence of the Will).
Her husband’s children have so far refused
to give her or even show her the Will. How can she file it for probate
unless she has possession? The law allows her to file an application to
have the Will admitted to probate even if she does not have possession
of the Will. Her attorney would then contact the children who say they
have the Will to instruct them to deliver it to the court.
If the children refuse (even on the grounds
that the Will says that it should not be read for a year) then your
grandmother can file a sworn complaint with the court. An order will be
issued requiring them to appear in court to explain why the Will should
not be given to the court for probate.
If the children still refuse to deliver the
Will or to provide a good reason why it should not be delivered, the
judge can order the arrest and imprisonment of the Will’s custodian.
Having those consequences spelled out may be enough to motivate the
children to cooperate with the court. Once the Will is filed, it becomes
a public record and may be read by anyone who wants to go to the
courthouse to view it.
As I said, it would be very unusual if the
Will actually required a year of privacy. If it was written by an
attorney, there may be a provision saying that a devisee has to outlive
the testator by a certain period of time in order to inherit. For
instance, saying "I leave my bank account to Betty if she outlives me by
30 days" (or a slightly longer time) is fairly common. That way, if
Betty fails to survive by 30 days, the Will can recite a backup plan
("If Betty fails to outlive me, the bank account goes to Roger").
The Executor may decide to postpone probate
until the delay has passed, but the delay does not forbid "reading the
Will" during the delay. Perhaps your step-grandfather’s children are
misconstruing something that his Will says, perhaps they are trying an
end-run around your grandmother and are using this excuse to buy time,
and perhaps your step-grandfather really did instruct that his Will
remain private.
No matter what their motives, she is an
interested party who has a right to bring the Will before a Judge for
review. She should schedule a consultation with a probate attorney
experienced in handling family conflicts.