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Montgomery County Administration:

501 North Thompson, Suite 401

Conroe, Texas  77301

Switchboard:

936-756-0571
281-364-4200

 

Home » Courts » County Courts » County Court at Law 2 » Probate

County Court at Law 2

PROBATE

 

New - Texas Supreme Court Civil Case E-Filing Mandate 

to take effect on after 7-1-14

State E-Filing Mandate

 
See www.EFILETEXAS.gov for more information on how to E-File.  E-File is currently available only for cases filed with the district clerk. 
 
No paper filings will be accepted at docket EXCEPT the order, oath and proof of death.  Have all other documents filed two days before docket!
 
For copies of documents filed in a probate case or other case inquiries, please click here!
 
PROBATE SCHEDULE: 
 
UNCONTESTED Probate dockets are every Thursday as follows:
Show Cause: 8:30 a.m. (Fridays at 9:00 a.m. in 2015)
Wills/Administrations/Heirships: 9:00 a.m.
Wills/Administrations/Heirships: 9:30 a.m. (9:45 a.m. in 2015)
Muniments of Title: 10:30 a.m.
Guardianships: 11:00 a.m.

CONTESTED MATTERS are set by appointment (typically Thursday or Friday afternoon).

SUBMISSION DOCKET:  The Court's submission docket is every Thursday  at 9:00 a.m
 
 
IMPORTANT INFORMATION:
 
Uncontested Docket:
  • Applicants on the uncontested docket must have all necessary filings completed at least two days prior to the docket.  Failure to do so will result in removal from the docket.
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  • Applicants on the uncontested docket wishing to submit testimony via deposition on written questions must file the deposition response at lease two days prior to the docket.  Attorneys, please see TRCP 203.2 and 203.3 and ensure compliance therewith when submitting depositions on written questions!
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  • Court's Policy on Mediation:  When ordered to attend mediation it is the policy of this Court that mediation is not complete until the parties AND their attorneys appear for the entire mediation IN PERSON.  Appearing via telephone is not permitted unless by specific permission from this Court. 
 
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    ADMINISTRATIONS:
    Reminder: Remember to note in proposed orders the necessity to comply with §308.002 of the Texas Estates Code.

     

    Dependent Administrator Handbook - Click Here!
    Independent Administrator Handbook - Click Here!

    HEIRSHIP PROCEEDINGS:

  • NEW AS OF 2014: CHECK OUT §202.057 requiring an affidavit of notice for heirships --- orders cannot be signed without this affidavit!!!

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  • Heirship proceedings are required for 401.003 proceedings. Proposed orders for heirship proceedings must comply with the intestate distribution laws. Even if the applicant is claiming the estate consists of only community property, the order must address distribution of separate property as the court is not making a finding as to the character of the property.  Click here for more information!


  • Applicant must appear with two disinterested witnesses to prove up heirship.

     

    All heirs must waive service or in compliance with Texas Estates Code §§ 51.101, 51.051, 51.053, 51.054, 202.051 and 202.054 be served citation via the Montgomery County Clerk.  Return receipts will not be accepted from attorneys!!!

 

A $400.00 fee will be charged upon filing a heirship proceeding to cover all or some portion of the ad litem fees.  A separate check will be required by the County Clerk to cover this fee.  Ad litems may petition the Court to remove the funds from the registry as payment for services rendered.  Please click here for more information.  Please click here for a form order for payment from the registry.

 

When an attorney ad litem is ordered paid, the Texas Supreme Court has declared the order must be a seperate order and not a part of the Heirship order.  Misc. Docket No. 94-9143 (Sept. 21, 1994).

  

MUNIMENT OF TITLE PROCEEDINGS:


If the decedent applied for and received Medicaid benefits on or after March 1, 2005, then the Medicaid Estate Recovery Program may have a claim against the estate, thus affecting a muniment of title application. A certificate attesting to the status of a MERP Class 7 probate claim must therefore accompany the probate proceedings. 
If the claim has been waived, then please include the following sentence in the Order admitting the will to probate:  “The Texas Department of Aging and Disability Services has waived any claim against the Decedent’s estate.”

If the decedent did not apply for and receive Medicaid benefits on or after March 1, 2005, then please include the following sentence in the Application, Proof of Death and Other Facts and the Order:  
"The Decedent did not apply for and receive Medicaid benefits on or after March 1, 2005."

 
Authorization and MERP Certification Form and instructions - Click here
 
   
GUARDIANSHIP PROCEEDINGS:
 
NEW AS OF 2014:  CHECK OUT §1151.051(c)(1) requiring new language in guardianship orders
  
 

A $400.00 fee will be charged upon filing a guardianship proceeding to cover all or some portion of the ad litem fees.  A separate check will be required by the County Clerk to cover this fee.  Ad litems may petition the Court to remove the funds from the registry as payment for services rendered.  Please click here for more information.  Please click here for a form order for payment from the registry.

 

If you know of an incapacitated person in Montgomery County you think is in need of a guardianship, please click HERE for the reporting form.  Please complete the form and mail or fax it to the court.

 

Guardian of the Estate Handbook - Click Here!
Guardian of the Person Handbook - Click Here!
Guardian of the Person Handbook (in Spanish) - Click Here!
Community Resources Guide - Click Here!
Physician's Certificate Form - Click Here!

GUARDIANSHIP FORMS:
 

    

OTHER FORMS:

  

Cash Bond Form Instructions

1.  Click here to obtain form;

2.  Complete form;

3.  Obtain judge's signature; and

4.  File form and make cash deposit with the County Clerk of Montgomery County.

 

Sample Annual Account Form

Sample Bank Certification Form

 

  

OTHER INFORMATION:


 
Representing Yourself? CLICK HERE!

 



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