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DECEASED OWNER

AN OWNER DIES WITH A WILL WHICH HAS BEEN PROBATED – TESTATE
Documentation Required:
  1. A copy of the signed and probated Last Will & Testament;
  2. The Application to Probate and the Order Admitting Will to Probate;
  3. The Letters Testamentary;
  4. The appropriate recorded conveyances;
  5. Names, addresses, and phone numbers for all beneficiaries under the will;
  6. Form W-9s completed for all beneficiaries under the will.
AN OWNER DIES WITH A WILL, BUT NOT PROBATED
Documentation Required:
  1. The Death Certificate;
  2. A copy of the signed Will;
  3. Affidavits of Death and Heirship from two Affiants
    • (a) One Affiant should be a family member (interested party) who has knowledge of the facts and circumstances surrounding the mineral/royalty interest owner
    • (b) The other Affiant should be a disinterested party to the mineral/royalty interest owner’s estate, but who knows the facts and circumstances surrounding the mineral/royalty interest owner
    • (c) The two Affidavits must be recorded in the county where the subject mineral interest is located
    • (d) If you have prepared (or have had prepared) an affidavit(s) for another operator, we may be able to accept it/them;
  4. The Letters of Administration (if applicable);
  5. Name, addresses and phone numbers for all heirs to the estate;
  6. Form W-9s completed for all heirs to the estate.
AN OWNER DIES WITHOUT A WILL – INTESTATE
Documentation Required:
  1. The Death Certificate;
  2. Affidavits of Death and Heirship from two Affiants
    • (a) One Affiant should be a family member (interested party) who has knowledge of the facts and circumstances surrounding the mineral/royalty interest owner
    • (b) The other Affiant should be a disinterested party to the mineral/royalty interest owner’s estate, but who knows the facts and circumstances surrounding the mineral/royalty interest owner
    • (c) The two Affidavits must be recorded in the county where the subject mineral interest is located
    • (d) If you have prepared (or have had prepared) an affidavit(s) for another operator, we may be able to accept it/them;
  3. The Letters of Administration (if applicable);
  4.  Name, addresses and phone numbers for all heirs to the estate;
  5. Form W-9s completed for all heirs to the estate.