By Jones of Lubbock                                    H.B. No. 497
       74R373 MWV-D
                                 A BILL TO BE ENTITLED
    1-1                                AN ACT
    1-2  relating to sealing an inventory and appraisement in a probate
    1-3  matter.
    1-4        BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS:
    1-5        SECTION 1.  Part 1, Chapter VIII, Texas Probate Code, is
    1-6  amended by adding Section 250A to read as follows:
    1-7        Sec. 250A.  SEALING OF INVENTORY AND APPRAISEMENT.  (a)  The
    1-8  inventory and appraisement of an estate may be sealed in the manner
    1-9  provided by this section.
   1-10        (b)  The representative may file with the court a motion
   1-11  requesting the sealing of the inventory and appraisement.
   1-12        (c)  The court shall set a date for a hearing on a motion the
   1-13  representative files under Subsection (b) of this section.
   1-14        (d)  Not later than the 14th day before the date set for a
   1-15  hearing on the motion, the representative shall post a notice at
   1-16  the place where notices for meetings of county governmental bodies
   1-17  are required to be posted under the open meetings law, Chapter 551,
   1-18  Government Code.  The notice must include:
   1-19              (1)  a statement that a hearing will be held in closed
   1-20  court on a motion to seal the inventory and appraisement;
   1-21              (2)  a statement that any interested person may
   1-22  intervene and be heard concerning the sealing of the inventory and
   1-23  appraisement;
   1-24              (3)  the specific time and place of the hearing;
    2-1              (4)  the style and number of the case; and
    2-2              (5)  the name of the representative.
    2-3        (e)  Within 24 hours after posting the notice, the
    2-4  representative shall file a verified copy of the posted notice with
    2-5  the clerk of the court in which the case is pending.
    2-6        (f)  The court shall hold the hearing on the motion as soon
    2-7  as practicable, but not earlier than the 21st day after the date on
    2-8  which the representative filed the motion.  The hearing is closed
    2-9  to the public other than to any interested person.  The court shall
   2-10  inspect all relevant records in camera.
   2-11        (g)  The court shall grant the motion unless the court finds
   2-12  a specific, serious, and substantial interest for opening the
   2-13  inventory and appraisement to the public that outweighs the
   2-14  interest in sealing the inventory and appraisement.
   2-15        (h)  The court may seal the inventory and appraisement only
   2-16  by written order.  The order must include:
   2-17              (1)  the style and number of the case; and
   2-18              (2)  each specific reason that formed the basis of the
   2-19  court's findings and conclusions relating to whether the
   2-20  requirements of Subsection (g) were met.
   2-21        (i)  An interested person may intervene as a matter of right
   2-22  at any time before or after judgment on the motion.  A court that
   2-23  issues an order on a motion to seal an inventory or appraisement of
   2-24  an estate:
   2-25              (1)  retains continuing jurisdiction to enforce, alter,
   2-26  or vacate the order; and
   2-27              (2)  may not reconsider the order on the motion of any
    3-1  interested person or intervenor who, before the issuance of the
    3-2  order, received actual notice of the hearing unless the interested
    3-3  party or intervenor first shows changed circumstances, whether or
    3-4  not related to the case in which the order was issued, materially
    3-5  affecting the order.
    3-6        (j)  The court shall sever an order that relates to the
    3-7  sealing of the inventory or appraisement from the case.  The order
    3-8  is a final judgment that an interested person or intervenor who
    3-9  participated in the hearing on the issuance of the order may
   3-10  appeal.  The appellate court may abate the appeal and order the
   3-11  trial court to:
   3-12              (1)  direct that further public notice be given;
   3-13              (2)  hold further hearings; or
   3-14              (3)  make additional findings.
   3-15        (k)  To the extent that this section conflicts with the Texas
   3-16  Rules of Civil Procedure, this section controls.
   3-17        (l)  Notwithstanding Section 22.004, Government Code, the
   3-18  supreme court may not amend or adopt rules in conflict with this
   3-19  section.
   3-20        SECTION 2.  This Act takes effect September 1, 1995, and
   3-21  applies only to the administration of the estates of persons who
   3-22  die on or after that date.
   3-23        SECTION 3.  The importance of this legislation and the
   3-24  crowded condition of the calendars in both houses create an
   3-25  emergency and an imperative public necessity that the
   3-26  constitutional rule requiring bills to be read on three several
   3-27  days in each house be suspended, and this rule is hereby suspended.