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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
TX
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?
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#1800016 - 04/01/13 03:57 PM Re: Affidavit of Heirship in Texas LizzyP
John Burnett Offline
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John Burnett
Joined: Oct 2000
Posts: 39,798
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.
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