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					Taking Stock- A Guide to Probate and Guardianship Inventories



                     Written by: Arielle Copeland


                             Presented by:
                        Bridget O'Toole Purdie
                       bridget.purdie@bgllp.com
                        www.bgllp.com/purdie

                                  and

                            Arielle Copeland
                      arielle.copeland@bgllp.com
                       www.bgllp.com/copeland


                      Bracewell & Giuliani, LLP
                    711 Louisiana Street, Suite 2300
                     Houston, Texas 77002-2770
                            713.223.2300
                            713.221.1212
                           www.bgllp.com




         South Texas College of Law Wills and Probate Institute
                          September 24, 2009




                                   F
                         Arielle M. Copeland
                         Associate
                         Houston
                         T: 713.221.1321
                         F: 713.221.2149
                         E: arielle.copeland@bgllp.com




Experience
As a member of the Wealth Management group, Arielle Copeland serves clients in the areas of income, gift, and
estate tax planning. Ms. Copeland also assists clients with probate and estate administration matters, as well as
guardianships.

Publications and Speeches

"Taking Stock – A Guide to Probate and Guardianship Inventories," presentation South Texas College of Law, Wills
and Probate Institute, Houston, Texas, September 24, 2009.

Education
J.D., with honors, The University of Texas School of Law, 2008
B.S., summa cum laude, Texas A&M University, 2005

Affiliations
State Bar of Texas, Real Estate, Probate and Trust Law Section
Houston Bar Association

Related Practices
Tax

Bar Admissions
   • Texas
                          Bridget O'Toole Purdie
                          Partner
                          Houston
                          T: 713.221.1498
                          F: 713.221.2183
                          E: bridget.purdie@bgllp.com




Experience
Bridget Purdie's practice focuses primarily on trust and estate administration, fiduciary litigation and guardianships.
Ms. Purdie assists clients in all aspects of estate and trust administration. She also has broad trial experience in the
areas of probate and trust litigation, will contests, breach of fiduciary duty cases and contested guardianships.

Ms. Purdie counsels a broad range of individual and financial-institution fiduciaries, including executors, trustees,
agents or attorneys-in-fact, regularly advising them on their fiduciary responsibilities. She also represents
beneficiaries in suits against their trustees or executors.

Representative Matters
Cause No. 332,782-401; Luise Maudr v. K. Graham and James M. Skelton Jr. Defense of will contest, breach of
fiduciary duty proceeding.

Cause No. 326,222; Robyn M. Rogers v. Kanaly Trust Company, Harris County, Texas. Prosecution of numerous
breach of fiduciary duty claims involving a $165 million trust.

Cause No. 336,423-401/402; In Re: Guardianship of Mary S. Snodgrass, Harris County, Texax. Served as attorney
ad litem and guardian ad litem for Mrs. Snodgrass in a contested guardianship proceeding.

Cause No. 2002-51427; Morgan Keegan Trust Company F.S.B. v. Joan Daivs Cone, as primary beneficiary of the
Sadie Waldman Weintraub Trust, et al in the 11th Judicial District Court, Harris County, Texas. Judicial modification of
trust proceeding.

Cause No. 15332; Elizabeth Hammons Davis v. Tom Sawyer, individually and in his capacities as independent
executor of the estate of Pryor Hammons, Deceased and et al. in the 154th Judicial District in Lamb County, Texas.
Breach of fiduciary duty, tortious interference with inheritance rights case.

Cause No. 03-20915-P-401; In Re: Estate of Curtis N. Richardson; West Walden on Lake Houston Limited
Partnership #1 et al v. Temporary Administrator Paula Malecek, Montgomery County, Texas. Conversion, fraud,
breach of contract case.

Cause No. 351,919; In Re: Estate of William H. Bruyere; Plaintiffs William R. Bruyere and Robert T. Bruyere v.
Defendant Elizabeth M. Bruyere, Harris County, Texas. Breach of fiduciary duty, tortious interference with inheritance
rights, conversion, undue influence case

Cause No. 301,438; Estate of Doris DeMontrond v. George A. DeMontrond III, Harris County, Texas. Will contest
proceeding.

Cause No. 231,806-401; In Re: Estate of Aileen Copley Townes, Deceased; John Charles Townes IV et al v. Donna
Lou Townes, Harris County, Texas. Breach of fiduciary duty proceeding.
Cause 294,738-401; In Re: Estate of Theodore Boodry Sr., Deceased, Harris County, Texas. Breach of fiduciary duty
proceeding.

Cause No. 323,306; In Re: Temporary Guardianship of the Person and Estate of Ruth Brouse Bauer, Harris County,
Texas. Contested guardianship proceeding.

Cause No. 309,578; In Re: Estate of Karl Heinz Goedereis, Deceased, Harris County, Texas. Contested temporary
administration.

Cause No. 348,190427-01; Charles L. Stephens III, as next friend of Watt Pendleton Stephens et al v. Watt Pendleton
Stephens, individually and as beneficiary of the Watt Pendleton Stephens Trust et al, Tarrant County, Texas. Judicial
modification of trust.

Cause No. 01-07-04605-CV; Daniel F. Madeley et al v. Mary Ann Madeley Metcalf et al, Montgomery County, Texas.
Judicial termination of trust.

Publications and Speeches
"Taking Stock – A Guide to Probate and Guardianship Inventories," presentation South Texas College of Law, Wills
and Probate Institute, Houston, Texas, September 24, 2009.

"Get it in Writing: HIPAA Makes it Vital to Get Documents Signed Early," Houston Business Journal, October 3, 2008.

"Proper Planning Can Reduce Stress," Well Being Journal, September/October 2008.

"Help! I Need Somebody and Not Just Anybody – From Application to Appointment: An Overview of the Process to
Appoint Temporary and Permanent Guardians," presentation South Texas College of Law, Guardian and Ad Litem
Certification Course, Houston, Texas, September 5, 2007.

"Abuses of Powers of Attorney, or Why Guardianships Can Be Good," presentation South Texas College of Law,
Wills and Probate Institute, Houston, Texas, September 11-12, 2003.

Education
J.D., University of Houston Law Center, 1990
B.A., Vanderbilt University, 1985

Affiliations
Houston Bar Association Probate Council, since 2009
Houston Bar Association, Probate, Trusts and Estate Section
State Bar of Texas, Real Estate, Probate and Trust Law Section
Texas State Bar College
Texas Bar, Fellow

Related Practices
   • Trial
   • Tax

Bar Admissions
   • Texas

Court Admissions
   • U.S. District Courts for the Eastern, Northern and Southern Districts of Texas
                                            TABLE OF CONTENTS

                                                                                                                             Page


I.     The Significance of the Inventory, Appraisement, and List of Claims ..........................F-1
II.    Probate Inventory, Appraisement and List of Claims.....................................................F-1
       A.      Inventory and Appraisement...............................................................................F-1
               1.        When Must the Inventory Be Filed?.......................................................F-1
               2.        What Must the Inventory Include? .........................................................F-1
               3.        Value of Property....................................................................................F-5
       B.      List of Claims......................................................................................................F-6
       C.      Affidavit of Representative.................................................................................F-6
       D.      Action by the Court.............................................................................................F-6
               1.        Proposed Order Submitted With Inventory ............................................F-6
               2.        Effect of Order Approving Inventory .....................................................F-6
       E.      Discovery of Additional Property.......................................................................F-8
       F.      Additional Inventory or List of Claims Required by the Court ..........................F-8
       G.      Modification Required When Inventory, Appraisement, or List of Claims
               is Erroneous or Unjust ........................................................................................F-8
               1.        Section 258 Does Not Apply to Independent Executors ........................F-8
               2.        The Modification or Correction of an Inventory by a Probate Court
                         Does Not Determine Title to Property ....................................................F-9
               3.        Order Modifying an Inventory is Appealable.........................................F-9
       H.      Multiple Representatives ....................................................................................F-9
               1.        Conflicting Inventories Filed ..................................................................F-9
               2.        Failure of Joint Personal Representatives to Return an Inventory,
                         Appraisement, and List of Claims ..........................................................F-9
       I.      Successor Representatives ..................................................................................F-9
       J.      Failure to Return Inventory, Appraisement, and List of Claims.......................F-10
III.   Guardianship Inventory, Appraisement, and List of Claims ........................................F-10
       A.      Inventory and Appraisement.............................................................................F-10
               1.        Who Must File? ....................................................................................F-11
               2.        When Must the Inventory be Filed?......................................................F-11
               3.        What Must the Inventory Include? ......................................................F-11
               4.        Value of Property..................................................................................F-13

                                                             F-i
                                              TABLE OF CONTENTS
                                                   (continued)
                                                                                                                                Page


      B.         List of Claims....................................................................................................F-14
      C.         Affidavit of Guardian of the Estate...................................................................F-14
      D.         Action by the Court...........................................................................................F-14
                 1.         Proposed Order Submitted With Inventory ..........................................F-14
                 2.         Effect of Order Approving Inventory ...................................................F-15
      E.         Discovery of Additional Property.....................................................................F-15
      F.         Additional Inventory or List of Claims Required by the Court ........................F-15
      G.         Modification Required When Inventory, Appraisement, or List of Claims
                 is Erroneous or Unjust ......................................................................................F-15
                 1.         Modification or Correction of an Inventory By a Probate Court
                            Does Not Determine Title to Property ..................................................F-16
                 2.         Order Modifying an Inventory is Appealable.......................................F-16
      H.         Multiple Guardians ...........................................................................................F-16
                 1.         Failure of Joint Guardians to Return an Inventory, Appraisement,
                            and List of Claims.................................................................................F-16
      I.         Successor Guardians .........................................................................................F-16
      J.         Failure to Return Inventory, Appraisement, and List of Claims.......................F-17
IV.   Conclusion ....................................................................................................................F-17




                                                               F-ii

				
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