HON. PAMELA MEDINA
Presiding Judge
HARRIS COUNTY PROBATE COURT NO. TWO
201 Caroline, Suite 680 Houston, Texas 77002 (832) 927-1402 Fax: (832) 927-1432
https://probatecrt2.harriscountytx.gov
Heirship and Administration Checklist
Updated August 23, 2023
Please be sure to complete the following prior to your heirship / administration hearing:
Heirships:
Application is verified by the applicant [§ 202.007]
Notice Requirements
o Return of Citation by mail on known persons [§ 202.051] is on file
▪ Distributees age 12 and over; or
▪ Parent, conservator, or guardian of distributee under 12
o Waivers of Citation (in lieu of Citation by mail above) [§ 202.052] are on file
▪ Signed by persons 18 years of age or older
▪ Parent, conservator, or guardian of a distributee under 12
▪ NOTE: minors aged 12-17 cannot waive citation.
o Return of Citation by Publication requested and issued [§ 202.052; see also § 51.054(a)] is on
file
▪ Newspaper; and
▪ Office of Court Administration
o Notice of hearing SHALL be served on all interested persons who file a notice of appearance
[TRCP 21]
Complete and file the Affidavit of Service of Citation [§ 202.057]
Proposed Witness Testimony is filed (for in-person hearings only. Not required for remote hearings)
Proposed Order filed
o Should be signed by the applicant’s counsel and the attorney ad litem
o Shares should be represented in fractions, not percentages.
Administrations:
Citation by Posting has been requested and received. [§ 303.001]
o Hearing request is for a date after the return date
Consents to Independent Administration (if applicable) [§ 401.003]
o NOTE: Distributees must agree to the independent administration and designate a qualified
person, firm, or corporation to serve without bond. Merely stating that an independent
administration is in the best interest of the estate and NOT designating a person, firm, or
corporation to serve without bond is not a proper Consent. [§ 401.003(a)]
o ALSO NOTE: the APPLICANT must execute a consent if she/he does not sign the application
Notice Requirements
o Independent Administrations:
▪ All distributees SHALL be served with Citation and Notice unless such person waives
citation and notice (of the hearing date) or enters an appearance. [§ 401.004]
o Dependent Administrations
▪ A copy of the application SHALL be served by certified mail return receipt requested
or by e-service on all persons who have an equal or higher right to serve: See TEC
304.001for order of persons qualified to serve
• Proof of notice to such person shall be e-filed
o Notice of hearing SHALL be served on all interested persons who file a notice of appearance
[TRCP 21]
Proposed Order filed
