HomeMy WebLinkAbout893818orm NO1120
STATE OF
CouNTy OF
3 8 I Proof of l i tn--ana' Heirshi
TEXAS
MEDINA
P GREGORY PYE
591 FM 2200 W,
sworn according to law, on oath says:
158884
PR PAGE P 8
ss. 2107430 03/04/03 0955AM
· Jn~xc~ W~RO (:LK&REC ~ESfl (OUNTY (:0
, Whose post-office address h
Devine TX 78018 , of la~ul age, ~ing f~st duly
That the statements hereinafter set forth, including answers to questions propounded, constitute a true, correct
and complete statement of the family history of the person hereinafter named as "decedent" and of the estate of
such decedent.
GENERAL INFORMATION
Name of decedent? Perry G. Pya Decedent's birthdate? M?y 6, 1913
Date decedent died? October 29, 2000 Where domiciled?Houston, Harris Co, Texas
Was a Will le£t? Yes Has it been probated?. No * Sec attached copy of Will of Perry G. Pyc, dated 04/11/1991
Give name and address of executor' Frances Kemp Pye, wife of decedent
Has there been community administration? No
Give name and address of community administrator: N/A
Has there been other administration? No Where?
Give name and address of administrator:
Were there any unpaid debts or obligations due by decedent at time of death? No
If so, give the following information:
~l~~wing Address Amount Nature of Debt Paid-~
Was decedent's estate chargeable with any State, Federal estate or inheritance taxes? No
If so, have such taxes been paid in full?
Was decedent surety on any bond at the time of death? No If so, give details:
Were there any suits pending, or any judgments rendered in any Court, against decedent at the time of
death? N° If so, state briefly the nature, amount involved and parties to the action and Court
in which pending:~
Did decedent leave personal estate (exclusive of lands) sufficient to pay all debts and taxes? Yes
MARRIAGES
Was decedent ever married? ¥o.q If so, how many times? One
If ever married, give the following information:
(List marriages in their order; indicate surviving spouse, if any.)
Name of Spouse I Date of Marriage Living or Dead Divorced Date of Death or Divorce
[lst) Frances Kemp Pye June 3, 1931 Living
(2nd)
(3rd)
I4th)
ADOPTED CHILDREN
Did decedent ever adopt any children?__~qe If so, give details, such as name and birthdate of
adopted child; date of adoption; whether adopted by deed or Court order; Court, County and State where
adoption papers filed;' and other pertinent information:
DIRECT DESCEND~S
Did deceden~ have~ any children by any spouse, or any adopted children? Yes I_f so, give the
following information:
'List all children whether now living or dead.)
Living or
Name of Child By Which Birthdate Address Date of Death
Spouse Dead
P. Gregory Pye 1st 10 /31/4~ 591 FM 2200 W Livin~
Devine TX 78016
If any of said children are minors, state whether or not a guardian has been apPointed N/A
If so, give name and address of such guardian; for which minor appointed; date of appointment; give Court,
County, and State where such appointment was had; whether such guardian is still qualified and acting;
and any other pertinent information:
Give name of husband or wife of any married child:
Name of Child Name of Spouse
P Gregory Pye Mary Ann Pye
Give names of all deceased children (including any adopted child) who ]eft descendantS:
NOTF_~--I~ a deceased chi'Id (including any adopted child) left descendents, fill out this same form in its entirety as regards
each such person~
0,
v
0
0
COLLATERAL HEIRS .
ecedent left a child or children, or their descendants,~ then the following section need not be lille
if decedent did not leave a child or children, or their descendants, then furnish the fo/~/9~ing
Parents Address Living or Dead Date/Death
Father
Was decedent an ado
Give names of brothers d sisters (including adopted brothers and decedent; include all,
Whether dead or alive:
(Under heading be sure to show whether each party is full or. sister, half brother
or sister, or adopted brother or sizter.)
Name 'r~hdate [ Relation ddress Dead Death
!
If any of said bFothers or sisters state whether ot a guardian has' b~en appointed7
If so, give name and ~ . such g~ardian; for whXi~h minor appointed; date of appoint-
ment; giy~--~-~t, County, and St where such z~!F' nent was h'~l; whether such gua'-S ..... --i~ still
qualified ~_ ......... _ing; and any pertinent inforn;~i~j:~':_i,. ' ~ ......... ~ i
:~TIFICATE OF DEATH
.'exa
STATE FILE NUI~
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OF VITAL RECORDS
AUG 2 9:
registered and
HOUSTON HEALTH AND
: -. "R W, Han~s, ~<cg~s~rar
: :' ~ BUREAu rOF VITAL
. ~ :i I:' : .
: .:~ , , ~
playing seal and signature of Registrar:
, ):i:i:i!:.
EXHIBIT "A"
Attached to and made a part of that certain "Proof of Death and Heirship"
dated December 20, 2002, executed by P. Gregory pye for Decedent Perry G. Pye
~" * 1.~ WILL AND TESTAMENT
O83
OF g.--.,:. K ~291 P,,~,,~2 6 3
PERRY G. PYE '
I, PERRY G. PYE, a resident of Harris County, Texas, make and
publish this my Last will and Testament, and I revoke alI Wills and
other testamentarY instruments previously made by me.
ARTICLE I. IDENTIFICATION.
1.1 My 'Wife's name is FRANCES KEMP PYE. All references in
this Will to "my Wife,, or "my spouse', are to her.
1.2 My spouse and I have one (1). son whose name is PERRY
GREGORY PYE. All references in this Will to "my son,, are to him.
.ARTICLE II. ESTATE DISPOSITION
2.1 I give and devise all of my mineral interests, including
royalties, working interests, and the like to my spouse, if living,
otherwise to my son. If neither my spouse nor my son survive me,
this gift shall lapse.
2.2 I give, devise, and bequeath all of the rest and residue
of my estate and property of' whatsoever nature and wheresoever
loCated to the Trustee of the PERRY PYE TRUST (the Trust
Agreement), a Trust Agreement executed· of even date herewith with
mY spouse and I as Settlors and my spouse and I as Trustees. If
said trust is not in existence upon my death, I give, devise and
bequeath all of my estate and property to my spouse, if living,
otherwi;se to my son. In the event that anY proceeds from any
insurance policy on my life or any payments from any employee
benefit plan or any Other payments of any kind are made payable to
Page 1
158884 084
a Testamentary Trustee under my Last Will and Testament, I hereby
appoint my Executor as such Trustee for the sole purpose of
receiving such proceeds and/or payments and direct my Executor as
Trustee to distribute such proceeds and/or paYments to the Trustee
of the PERRY PYE TRUST.
ARTICLE III. FIDUCIARY APPOINTMENTS
3.1 I' appoint my spouse to be Independent Executrix of my
Will and estate. If my spouse does not qualify, or having
qualified, dies, resigns, becomes incapacitated, or otherwise
ceases to 'act, I appoint my son to be Independent Executor of my
Will and estate. If my son does not qualify, or having qualified,
dies, resigns, becomes incapacitated, or otherwise ceases to act,
I appoint MARY ANN RANKIN PYE to be Independent Executrix of my
Will and estate. If she does not qualify, or having qualified,
dies, resigns, becomes incapacitated, or otherwise ceases to act,
I appoint FIRST INTERSTATE BANK OF TEXAS, N.A. to be Independent
Executor of my Will and estate. Unless another meaning is clearly
indicated or required by context and circumstances, the term
"Executor" Shall mean and include my spouse and any successor while
serving as the personal representative of my estate.
3.2 I direct that no bond or other security shall be required
of my Executor in any jurisdiction and that no other action shall
be had in any court in relation to the settlement of my estate than
:the probating and recording of my Will and the return of an
inventory, appraisement and list of claims of my estate.
Page 2
158884
085
3.3 No fiduciary shall receive any compensation for serving
under this Will~ except that all my fiduciaries shall be reimbursed
for the reaSonable costs and expenses incurred in connection with
their fiduciary duties.
ARTICLE IV. ADMINISTRATIVE PROVISIONS
4.1 For the purposes of this Will, no person shall be deemed
to have survived me if such person shall die within ninety (90)
days after my death.
4.2 ExcePt as otherwise may be specifically provided herein,
all estate and inheritance taxes (including interest and penalties
thereon, which shall be included in the term "taxes" for purposes
of this paragraph) assessed under the provisions of any tax law
against any assets of my probate estate passing hereunder shall be
charged against and~ paid from my residuary estate, without
aPPortionment. Any estate, inheritance or other taxes not
specifically covered by the preceding sentence shall be apportioned
and paid as otherwise provided by applicable law. Additionally all
administration expenses attributable to my probate estate shall be
paid from my residuary estate without apportionment. All funeral
expenses shall be paid from my residuary estate without apportion-
ment. The taxes allocated pursuant to this paragraph shall not
include any additional or recapture tax imposed by Section 2032A of
the Internal Revenue Code or any tax on generation-skiPping
transfers imposed by Chapter 13 of the Internal Revenue Code.
4.3 My Executor, in such Executor's sole discretion, may
expend funds from my estate within ninety (90) days of my death to
Page3 ~~
provide for my spouse's health, support, or'maintenance to the
extent necessary, when added to the funds reasonably available to
my spouse from all other sources known to my Executor. All such
payments are made withoUt liability to any person for the amount so
expended.
4.4 My Executor may elect to consent, for.gift tax purposes,
to have gifts made by both me and my spouse to third parties
considered as having been made one-half by each of us; may elect to
join in any joint income tax return with my spouse or her estate;
and may claim administration expenses as deductions either in the
income tax returns of my estate or in the estate tax return,
whichever will result in the least amount of total tax being paid
by my estate. My Executor shall incur no liability for any
election which is made in accordance with the foregoing
authorization and shall have no obligation to make any adjustments
in the interests of any beneficiaries as the result of any such
election.
ARTICLE V. FIDUCIARYPROVISIONS
5.1 No gift, devise, bequest, or legacy distributable or to
become distributable hereunder shall be subject to anticipation or
assignment by any beneficiary,, or to attachment by or to the
interference or control of any creditor or assignee of any
beneficiary, or be taken or reached by any legal or equitable
process in satisfaction of any debt or liability of any
beneficiary. Any attempted transfer or encumbrance by any
Page 4
158884
O87
beneficiary of any interest hereunder shall be absolutely and
wholly void.
5.2 My Executor shall act independently and free from control
by any court and shall be under all of the duties and shall have
all of the powers conferred upon trustees by the Texas Trust Code,
and bY any amendments to the Texas Trust Code or any correspOnding
statute hereafter in effect, except for any instance in which the
Texas Trust Code or such other statutory provisions may
conflict with the express provisions of this Will, in which
instance the provisions hereof shall control. Without intending to
limit the powers hereinabove granted, but in addition thereto, my
Executor is also specifically authorized:
(a) To retain, without liability for any depreciation or loss
occasioned by such retention, any limited partnership interests or
other property owned by me at the time of my death;
(b) To exchange, sell or lease (including leases for terms
exceeding the duration of the period of administration of my
estate) for cash, property or credit, or to partition, from time to
time, publicly or privately, at such prices, on such terms, times,
and conditions, and by instruments of such character and with such
covenants as my Executor may deem proper, all or any part of the
assets of my estate, and any fraction or portion thereof, real or
personal; and this power shall not be restricted to sales for the
purpose of paying debts, but may be exercised by my Executor fully
and absolutely Whenever in the judgment of my Executor it is to the
best interest of my estate; and no vendee or leSsee of my Executor
shall be required to look to the application made by my Executor of
any monies Paid to my Executor;
(c) To borrow money from any source, and to grant security-
interests in, mortgage (by act of mortgage, deed of trust or
otherwise), pledge, hypothecate, Or in any other manner encumber
all or any part of the assets of my estate, as may be advisable in
the judgment of my Executor;
(d) To invest and reinvest the assets of my estate, without
regard to the law of any jurisdiction relating to' permissible
Page 5 ~'~-
~'-,z,o~..:329 I F'~,,~,="'268
investments, in any kind of property whatsoever,
personal, whether or not productive of income;
(e) To compromise controversies;
(f) To enter into any transaction on behalf of my estate
despite the fact that another party to any such transaction maybe
(i) .a trust of which any beneficiary or Executor under this Will is
also a trustee; (ii) an estate of w~ich any beneficiary or Executor
under this Will is also an executor or administrator; (iii) a
business, charitable corporation or trust controlled by any
beneficiary or Executor under this Will or of which any such
beneficiary or EXecutor, is also a director, officer or employee;
or (iv) any beneficiary or ExecutOr under this Will acting
individually;
088
real or
(g) To make, in mY Executor's sole discretion, any dis-
tribution required or permitted to be made to any beneficiary under
this Will, should such beneficiary be a minor or a person who is
incapacitated in the opinion of my Executor by reason of age,
legal incapacity, or physical or mental illness or infirmity, in
whole or in part, in any one or more of the following ways: (i) t°
such beneficiary directly; (ii) to .the guardian of such
beneficiary.s person or estate; (iii) by utilizing the same
directly and without the interposition of any guardian, for the
health, support, maintenance, or education of~such beneficiary as
my Executor, in my Executor's sole discretion, may determine; (iv)
to any relative or other person selected in the sole discretion of
my Executor to be held and utilized, directly and without the
interposition of any guardian, for the health, support,
maintenance, or education of such beneficiary as such person may
determine; (iv) by paying it over to a Custodian under the Uniform
Gift t° Minors Act of the State of Texas, Article 141.001 et. seq.,
Texas Property Code, and any such transfers by the ExecUtor shall
constitute a gift under the Uniform Gift to Minors Act of the State
of Texas to be interpreted in accordance with said statute; (Any
distributions of property by the Executor in ~ccordance with this
sub-article (5) shall be made in accordance with Texas Property
Code Article 141;001 et. seq. and such properties shall be
administered as therein provided by the Custodian); or (vi) by
paying it to a Trustee of a qualified minor's trust under Section
2503(c) of the Internal Revenue Code (or any other trust that would
allow the beneficiary the immediate access to the income)
established for any beneficiary, the Executor is not obligated to
look to the administration of such distributions to a Trustee of
such qualified minor's trust;
(h) To continue any business which I may own or in which I
may be financially interested at the time of my death for such time
as my Executor may deem it to be in the best interests of my
estate; to emplOy in the conduct of any such business not on!~ my
Page 6
Boo~.329 t F'~269
capital investment at the time of my death but also such additional
capital out of my general estate as my Executor may deem proper; to
borrow money for use in any such business alone or with other
persons financially interested in such business, and to secure such
loan or loans by a mortgage, pledge, Or any other manner, of
encumbrance of, not only my property and interest in such business,
but also such Portion of my general estate as my Executor may deem
proper; to organize, either alone or jointly with others, new
corporations or other business entities; and generally to exercise
with respect to the continuance, management, sale, ~or liquidation
of any business which I may own or in which I may be financially
interested at the time of my death, or of any new business or
business interest, all the powers which I myself could have
exercised during my lifetime;
(i) To execUte lease, pooling or unitization agreements With
respect to any mineral or'royalty interests held or acquired by my
estate, to drill or contract for the drilling of wells for oil, gas
or other mineral;' to make dry hole or bottom hole contributions, to
enter into any operating agreements with reference to any mineral
leases or properties held or acquired by my estate; and generally,
with reference to oil, gas and other mineral properties and
Operations, to enter into such agreements and to do all such other
things (whether or not presently recognized as common or proper
practice by those engaged in the business of prospecting for,
developing, producing, processing, transporting, or marketing oil,
gas or other minerals) as my Executor may deem to be advantageous.
5.3 My Executor shall keep accurate books of account
respecting the administration of my estate and all transactions
pertaining thereto.
5.4 In taking any action whatsoever hereunder, any Executor
may rely upon the written opinion of a competent attorney, any
facts stated in any instrument in writing and believed true, any
document believed genuine, or any other evidence deemed sufficient.
My Executor shall be saved harmless from any liability for any
action taken, or for the failure to take any action, if done in
good faith and without gross negligence.
5.5 Where context and circumstances require, the gender Of
all words used in this Will shall include the masculine, feminine
.-'"'"'T2'4i .w;; .-"
Page 7
and neuter, and the singular of all words shall include the plural
and the plural the singular.
5.6 All distributions of income and/or principal from my
estate shall be the sole and separate property and estate of the
person receiving same.
5.7 References in this Will to "descendant?, or "descendants,,
mean lawful lineal blood descendants of the first, second, or any
other degree of the ancestor designated; provided, however, that
such references shall include, with respect to any provision of
this Will, descendants who have been conceived at any specific
point in time relevant to such provision and who thereafter survive
birth; and provided further that an adopted child and such adopted
child's lawful lineal descendants by blood or adoption shall be
considered under my Will as lawful lineal blood descendants of the
adopting parent or parents and of anyone who is by blood or
adoption a lineal ancestor of the adopting parent or of either of
the adopting parents, proVided such adoption occurs prior to such
adopted child's twelfth (12th) birthday.
Page 8
Bo,z,~3291 P~271
IN TESTIMONY WHEREOF, I have placed my initials on each of the
foregoing pages of this, my LAST WILL AND TESTAMENT, and in the
presence of ~wo (2) Witnesses, who are acting as Witnesses at my
request, in my presence and in the presence of each other, I
hereunto sign my name, on this the ~' day of '~~
PERRY G.~E, Testa~r
The foregoing instrument was signed by the Testator in our
presence and declared by PERRY G. PYE to be his LAST WILL AND
TESTAMENT, and we, the undersigned Witnesses, sign our names
hereunto as Witnesses at the request and in the presence of the
said Testator and in the presence of each other, on this the _~x
day of ,~Q~'~ ,19.~ i .
Address
Addr~s S ' / ''
Page 9
THE STATE OF TEXAS
COUNTY OF Harris
BEFORE ME, the undersigned authority, on this day personally
appeared PERRY G. PYE, G. M. Reichman
Tina O'Banion and
, known to me to be the
Testator and the Witnesses, respectively, 'whose names are
subscribed to the annexed or fgregoing instrument in their
respective capacities, and all of said persons being by me duly
sworn the said Testator declared to me and to the Witnesses in my
presence that said instrument is his Last Will and Testament, and
that he had willingly made and executed it aS his free act and deed
for the purposes therein expressed; and the said Witnesses on their
respective oaths stated to me in the presence and hearing of the
said Testator that the said Testator had declared to them that said
instrUment is his Last Will and Testament and that he executed same
as such and wanted each of them to sign as Witnesses; and upon
their oaths each Witness stated further that they did sign the same
as Witnesses in the presence of said Testator and at his request;
and that he was at that time over eighteen (18) years of age and
was of sound mind; and that each of said Witnesses was then at
least fourteen (14)years of age.
~ness ~
~Wi6ne'sj --
SUBSCRIBED AND ACKNOWLEDGED before me by the said PERRY G. PYE
and subscribed and sworn to before me by the said G. M. Reich.man
and Tina O'Banion, Witnesses this 11th day of April
19 91. ,
sN;at~e of Taxary Ptfbli'Cs
Page 10
/
/
Give na~s of all deceaSed
descen:dnts: brothers
/
"~ r19'~
or Sisters (including adopted brothers and sisters?X.xwho left
MISCELLANEOUS
- -} /
Remarks:
State briefly below facts and circumstances (such as being a relative of, or attorney or agent for, deceased)
which will show basis and source of information hereinbefore given:
I, P. Gregory Pya, am the only child of Perry G Pye
~4
I*,O
r~
WITNESS THE EXECUTION HEREOF on the day and year next sh~l~
~ Affiant
Subscribed and sworn to before me, this
i(EITt--I D, TAYLOR ~
STATE OF '/~Xo~
COU~ OF ~O/~
VERIFICATION~
o day of ·
~ Notary Public in and for
"Ill frO/,,: o County, / ( k',v -X
SUPPORTING AFFIDAVIT
(To be executed by an additional party familiar with foregoing facts.)
sworn, on oath states:
That this affiant was well and personally acquainted with
, of lawful age, being first duly
day of
Affiant
Notary Public in and for
'dS L= ~('''''4 County,
ACKNOWLEDGMENT
(To be taken o! both affiants.)
· BEFORE ME, the undersigned authority, a nota[,~ public in and for the County and State aforesaid, on this
day personally appeared ?. FY'f' ~2 p ?c/ f~y ~.
and (-'~)l '/] r,~,'zq ~ /~/'~ ' , known to me to be the persons whose
names are subscribed to the foregoing instrument, and acknowledged to me that they executed the same for the
purposes and consideration therein expressed.
GIVEN under my hand and seal of office on this,"the' ~ dP' day of //~-/~ ~,
A. D. 1~ 2on2.
Notary Public in and for
County, ~/g' k'/]-f
STATE OF. ~M ~ d
COUN?¥ OF /~7~Z~/~ 1 ss.
ITH D, TAYLOR
Notary Public
Subscribed and sworn to "B!~bre me, this
Perry G Pye
in his lifetime (being the person described aS "decedent" in the proof hereinabove set forth); that this affiant
has read the foregoing Proof of Death and Heirship,' knows the cont~nts,.~hereo~, and that each
therein contained is true, to the best of his knowledge and belief, f. q ] . and every statement