Dear Mr. Premack: My father was divorced
from my mother and remarried for many years. We were not on speaking
terms. After he passed away I asked his wife if he left a Will and she
said no. I checked with the County Clerk to see if anything was filed
and was told that an Affidavit of Heirship was on file. I have never
heard anything from the court as of yet. Do my two siblings and I have
any options? – MC
Your rights are clearly defined by state
law. Since your father had no Will, the laws of descent and distribution
applied at the time of his death to determine the identity of his heirs.
Those laws set out various patterns that must be matched to the actual
facts in each particular situation to determine who gets what.
When there is a second marriage with
children born to a prior marriage, those children are entitled to a
substantial inheritance from their parent. On the other hand, when there
has only been one marriage and all the kids were born to that marriage,
the wife/mother inherits the estate, not the children.
Checking with the county clerk for filings
on the estate was a good move. You found out that an Affidavit of
Heirship has been filed. Section 52 of the Texas Probate Code says that
"A statement of facts concerning the family history, genealogy, marital
status, or the identity of the heirs of a decedent" which has been on
record with the county clerk for at least five years is prima facia
evidence that the facts in the affidavit are true.
There are some weaknesses in using an
Affidavit to establish the heirs’ identities. First, a court generally
does not see or rule on the validity of an Affidavit of Heirship, unless
one of the heirs is left out and files suit. That is why you never heard
anything from the court or an estate representative.
Second, the affidavit is valid on its face
but can be disproved with contradictory evidence. You should obtain a
copy of the Affidavit filed by your father’s wife. Read it carefully to
be sure that the facts are correct: you and both of your siblings should
be included in the genealogy disclosed in the Affidavit.
If there are errors or omissions, you have
not lost your legal rights. When an error or omission is pointed out,
hopefully it would be voluntarily corrected. If not, errors can be
corrected by filing suit, likely in the form of a "determination of
heirship" in probate court. There you would offer evidence of the true
familial relationships, and the judge would issue an Order properly
applying the law to the facts.
If the existing Affidavit correctly
includes you and your siblings, you are recognized as owning one-half of
the community property estate (his wife keeps the other half). You own a
two-thirds interest in his separate property personal estate (like money
and investments). You also get his separate property real estate,
subject to his wife’s life estate in one-third of it and any homestead
rights that she may have by virtue of the marriage.