TMG sentences for probate of estate

created by Teresa Ghee Elliott

There are many documents created when a person dies and leaves a will or dies intestate.  These sentences will help document that process.

The Will Tag: 

A legal statement of how a person wishes his or her possessions to be disposed of after death.-Definition from Genealogy.about.com

 Use this tag for when the will is written.  It should be a date before the person died. :) 

Testator Role:  [:CR:][:TAB:] [R:Testator] made a will <[D]> < [L]>. <[R:heir] were listed as heirs.><[M]>

Heir Role: [:CR:][:TAB:] In the will of [R:Testator] <[D]> < [L]> [W] was named as an heir. <[M]>

Not mentioned:  I use this role for when a known child is not mentioned in his/her father or mother's will.

[:CR:][:TAB:][R:Not mentioned] was not mentioned in [R:Testator]'s will <[D]> <[L]>. <[M]>

Codicil:

A supplement or appendix to a will to change, explain, revoke or add provisions which overrule the provisions in the original will.-Definition from Genealogy.about.com

Testator Role:  [:CR:][:TAB:][R:Testator] wrote a codicil to [RS:Testator] will <[D]> <[L]>. <[M]>

Probate of the estate: 

 1) The process of legally establishing the validity of a will before the court authorizes distribution of an estate 2) The legal process used to appoint someone to administer the estate of someone who died without leaving a will.-Definition from Genealogy.about.com

Deceased Role:

[:CR:][:TAB:][R:Deceased] had [RS:Deceased] will probated <[D]> <[L]>. <[R:Executor] served as executor.>  <[R:Administrator] served as administrator.> <[M]>

Executor Role:  [:CR:][:TAB:][R:executor] was the executor of [R:Deceased]'s estate <[D]> <[L]>. <[M]>

Administrator Role:  [:CR:][:TAB:][R:administrator] was the administrator of [R:Deceased]'s estate <[D]> <[L]>. <[M]>

Inventory:

Testator Role:  [:CR:][:TAB:][R:Testator] has died and an inventory of [RS:Testator] estate was taken [D] <[L]>. <[M]>.

Heir Role:  [:CR:][:TAB:][R:Heir] was listed on the inventory of [R:Testator]. <[M]>

Appraiser Role: [:CR:][:TAB:][R:Appraiser] helped make the appraisal or inventory for [R:Testator] <[D]> <[L]>. <[M]>

Settlement of Estate:

Use this tag to record the settlement of an estate.  

Testator Role:  [:CR:][:TAB:]After closing out the estate of [RG:Testator], settlement papers were filed <[D]><[L]> <by [R:Executor]>. <[M]>

Executor Role:  [:CR:][:TAB:][R:Executor] was the executor of [R: Testator]'s will. Settlement papers were filed <[D]> <[L]>. <[M]>

Division of estate:

Testator Role:  [:CR:][:TAB:][R:Testator] had his estate divided <[D]> <[L]>. <[M]> It went to [R:heirs].

Heirs Role: [:CR:][:TAB:][R:heirs] received land or slaves when [R:Testator] had his estated divided <[D]> <[L]>. <[M]> 

Letters of Administration

For individuals who die intestate.

Deceased Role:  [:CR:][:TAB:][R:Deceased] has died intestate and [R:administrator] has been named administrator of [RS:Deceased] estate. [RP:administrator] has been issued letters of administration <[D]> <[L]>. <[M]>

Administrator Role:  [:CR:][:TAB:][R:administrator] has been named administrator of [R:Deceased]'s estate <[D]> <[L]>. <[M]>

Accounting of Heirs:

Deceased Role:  [:CR:][:TAB:][R:Deceased] has died and an accounting of [RS: Deceased] heirs was taken <[D]> <[L]>. <[R:Heirs] were listed as heirs.> <[M]>

Heirs Role:  [:CR:][:TAB:][R:Heirs] was listed as an heir to [R:Deceased] in an accounting of heirs <[D]> <[L]>. <[M]>

(Note:  See Elizabeth's page for ideas on naming tags so they all sort together, and James' page for better wording of these tags.)