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Fifteen court-ordered duties sworn to before appointment: consult counsel; notify the court of address changes; file oath or declaration and bond within 20 days (qualification when both are done); publish creditor notice within 30 days and send qualified-delivery notice to secured creditors within two months, filing the publisher's affidavit, copies and an affidavit of notice; give will beneficiaries notice within 60 days and file the affidavit or certificate within 90 days; file the inventory within 90 days; annual accounts within 60 days after each anniversary; separate estate business; insured estate accounts with excess in interest-bearing accounts; court orders before any expenditure not expressly authorized and before selling, leasing or transferring non-cash assets; records; preserve and insure assets; final accounting by the third anniversary or petition for an extension; court permission to move out of state or be absent more than three months; removal and bond liability for failures; with the fiduciary do's and don'ts (no spending without court approval except calls and assessments, insurance, taxes, costs and bond premiums) and bond responsibilities; the applicant swears before a notary and the attorney certifies having discussed the responsibilities.
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 Instructions for a Dependent Administrator/Executor As soon as you have qualified as Dependent Administrator or Dependent Executor, you will be a “fiduciary” – someone who has a legal responsibility to act for the benefit of another. As a fidu
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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