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#1800014 - 04/01/13 03:54 PM Affidavit of Heirship in Texas
LizzyP Offline
Junior Member
Joined: Jul 2006
Posts: 48
We have a deceased customer that signed a signature card as Multiple-Party Account Without Right of Survivorship. His spouse presented us with an Affidavit of Heirship, but she has a Last Will and Testament. She is trying to cash out CD's. An Affidavit of Heirship is only valid Without a Last Will and Testament according to the Texas Probate Code Section 38 CORRECT? or am I reading this incorrectly? Are we correct in requesting Estate Account paperwork since the Will needs to be probated before we release funds out of the CD's?
Confused most of the time!

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#1800016 - 04/01/13 03:57 PM Re: Affidavit of Heirship in Texas LizzyP
John Burnett Offline
10K Club
John Burnett
Joined: Oct 2000
Posts: 39,868
Cape Cod
LizzyP -- Because this question is one that can only be answered in the context of Texas law, I suggest that you re-post it in the Texas forum (if you haven't already put it there), where users are more likely to have some familiarity with the applicable law.
John S. Burnett
Fighting for Compliance since 1976
Bankers' Threads User #8

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