If my brother was a beneficiary in my mom’s will that has not been probated but he recently passed away, what happens to his shares?. She named us three as her beneficairies
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If my brother was a beneficiary in my mom’s will that has not been probated but he recently passed away, what happens to his shares?. She named us three as her beneficairies
Brother lived in another state and passed w/o will, I did a small estate paid for
funeral and my dad waive to his property. In tx mom passed 3 yrs and left a will
stating my brother to recv 60 of property of her home and to recv promissary
note. What happens now? Do I have to do an affavad of heirship? or probate for
him since he is in my mom’s will? The will state that she has three living
children and is not married.
Asked on March 9, 2016 under Estate Planning, Texas
Answers:
M.D., Member, California and New York Bar / FreeAdvice Contributing Attorney
Answered 8 years ago | Contributor
Generally speaking, when a member of a group dies before the testator (i.e. maker of a Will) the property goes to the surviving members of the group, unless the Will provides otherwise. Therefore, if the Will provided that the estate "be divided among my children", then it would be split between the surviving siblings. However, if the Will left the property to the children by name, for example, “to John Doe and Jane Smith”, then the gift would not considered a class gift. In that event, the deceased siblings share would go to their benficiaries if they had a Will or to their heirs if they had no Will.
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