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The Dallas County Probate Courts' fiduciary-bond specifications (captured in the Probate Court and Probate Court No. 3 variants): approved-surety-list requirement, the 20-day submission deadline after appointment, mandatory bond language tracking TEC §305.108/§1105.109 payable to the appointing court's judge, exact-name and cause-number requirements, wet-signature rules for bonds over $100,000, the no-alterations/no-riders rule, and the separate oath and separate bond-approval-order filing flow.
Texas > Dallas County > the Statutory Probate Courts — captured variants: the Probate Court (No. 1) edition (hosted on its court page, with the blue-ink, no-electronic-signature, and same-execution-date additions and named auditor contacts) and the Probate Court No. 3 edition (hosted at the probate family root; bond payable to the Judge of Probate Court No. 3); the common regime is composed above with each variant's deltas identified
SURETIES: "Corporate sureties must be on the Court's approved list" — a current letter identifying the individuals authorized to sign for the bonding company, exemplar signatures opposite their names, and the surety's monetary limitations must be on file with the court (the court cannot refer anyone to a particular surety; the Court Auditor confirms whether a surety's information is current). DEADLINE: "Unless otherwise ordered by the Court, a bond must be submitted to the Court for approval within 20 DAYS of the order appointing representative." Once approved, it may be filed with the Clerk. FORM: the cause number appears on the face of the bond; appointee names spelled exactly as in the appointing order; all corporate surety bonds must track the prescribed statutory language (TEC §305.108 for personal representatives, §1105.109 for guardians), binding principal and sureties to the judge of the appointing probate court and that judge's successors, with the capacity inserted "exactly as set forth in the Order" (executor of the will; administrator with the will annexed; administrator of the estate; temporary administrator; guardian of the estate). SIGNATURES: original form only, signatures exactly as on the appointing order; bonds over $100,000 require all original signatures on the power of attorney (a "wet power of attorney") plus original principal and surety signatures — the Probate Court (No. 1) variant additionally requires blue ink, bars scanned or electronic signatures, and requires that all corporate surety bonds and powers of attorney "have the same execution date." NO ALTERATIONS: "No corrections, interlineations, white-outs or other changes are permitted on the face of the bond. Riders to Bonds will not be accepted." FILING FLOW: after the appointing order is entered — e-file the proposed bond, a separate oath, and a separate order approving bond (with fees). "We will not accept the oath being included as a part of the bond form, and the Judge requires the signing of a separate order approving bond, not the one typically listed on the bond form." In the Probate Court (No. 1) variant, the original bond and order are brought to the court for approval and the court routes the originals to the Clerk; in the Probate Court No. 3 variant, the original bond is delivered to the Clerk for safekeeping. "Other irregularities may disqualify a bond."
Reviewer note: Two own-site variants composed as one instrument with per-court deltas (custody shas for both in the crawl ledger: probate-1/BOND-Specifications-Best-Practice-Tips_Ct-1.pdf and probate/BOND-Specifications-Best-Practice-Tips.pdf — the latter's payee text names Probate Court No. Three); no Probate Court No. 2 variant captured in the crawl — recorded as a coverage note, not a gap in the county's posting; auditor staff names preserved in the source, generalized to 'the Court Auditor' in the composition.
6 verbatim requirements on case management in STEVEN P. DELUCA's division.
4 verbatim requirements on case management in LAUREN N. PEFFER's division.