Qualification of Personal Representative
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Transcript of Qualification of Personal Representative
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Qualification ofPersonal Representative
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1. Oath of Office
Statute provides the PR’s oath PC § 190 EC § 305.051 (executor) EC § 305.052 (administrator) EC § 305.053 (temporary
administrator)
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1. Oath of Office
Oath of Executor:
I do solemnly swear that the writing which has been offered for probate is the last will of _______, so far as I know or believe, and that I will well and truly perform all the duties of executor of said will of the estate of said ________.
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1. Oath of Office
Who administers? Judge Notary
PC § 190 EC § 305.054
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1. Oath of Office
When done? Before the 21st day after the date
the order granted▪ PC § 192▪ EC § 305.003
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1. Oath of Office
Filing With the clerk of the court granting
letters▪ PC § 190▪ EC § 305.054
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2. Bond
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2. Bond
Presumption = required PC § 194 EC § 305.101
Purpose of bond is to protect heirs, beneficiaries, and creditors from evil PR.
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2. Bond
Exceptions to requirement of bond 1. Testator waives in will▪ PC § 195▪ EC § 305.101
▪ Should the testator waive bond?▪ Yes: ______________________________▪ No: ______________________________
▪ Court may require bond even it testator waived it.
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2. Bond
Exceptions to requirement of bond 2. Corporate Fiduciary▪ PC § 195▪ EC § 305.101
▪ Why is bond automatically waived for corporate fiduciary?
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2. Bond
Exceptions to requirement of bond 3. Court waives in an independent
administration▪ PC § 145(p)▪ EC § 401.005
▪ Whether to grant a waiver application is in court’s discretion.
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2. Bond
When done? Before the 21st day after the date
the order granted [same as for oath]▪ PC § 192▪ EC § 305.003
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2. Bond
Filing With the clerk of the court granting
letters▪ PC § 197▪ EC § 305.109