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The independent executor must file the oath or declaration within 20 days of the order granting letters (and any ordered bond), publish notice to unsecured creditors within one month and send qualified-delivery notice to secured creditors within two months (and to the Comptroller if taxes are owed), filing the publisher's affidavit and affidavits of notice; give beneficiaries the § 308.002 notice within 60 days of probate and file the affidavit or certificate of notice within 90 days even if sole beneficiary; file the inventory, appraisement and list of claims within 90 days of qualification (show cause, revocation, removal or a fine up to $1,000 otherwise); may close by notice or declaratory judgment after six months; and must consult the attorney; with the fiduciary do's and don'ts (separate estate account, records, prudent management, bond premiums; no treating estate property as one's own) and bond responsibilities; the executor signs and files the instructions.
Applies to fiduciaries appointed by Bexar County Probate Court No. 3 (Judge Barbie Scharf-Zeldes), who must sign the instructions and file them with the clerk; not registered on TOPICs — posted on the court's Orders & Forms page. Procedural information only; not legal advice.
CAUSE NO. _____________________________ IN THE ESTATE OF § IN THE PROBATE COURT § ________________________________, § NO. 3 § DECEASED § BEXAR COUNTY, TEXAS COURT INSTRUCTIONS OF THE INDEPENDENT EXECUTOR As the duly appointed Independent Executor of this estate, you are hereby advised by the Court that you must comply with the following statutory requirements: 1. File your Oath or Declaration with
Reviewer note: Composed 2026-09-08 from BenchPath's own-site custody copy (native text layer read in full). Issued over the judge's signature block, so judge-joined. The cash-reconciliation worksheet attached to the instructions is described, not reproduced.
G-2026-045-SC required anyone using generative AI to disclose it on the face of the filing and add a scripted certification, on pain of striking, denial of relief or monetary penalties. Rule 2.515(d)(2) and AOSC26-12 preempted it on June 15, 2026, so it could not be enforced — and by August 16, 2026 the Seventh Circuit had removed the order from its published register (no rescission instrument appears there). BenchPath holds the hashed capture as the historical record.
3 verbatim requirements on divisional requirements in ANDREW L. SIEGEL's division.
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