I am posting this for general information. Last year for the heirs of an intestate female decedent who was a non-Texas resident and owned surface and minerals in one Texas County, it was decided to do an affidavit of heirship after one producer (company taking production) told an heir that an affidavit of heirship would be sufficient to obtain new division orders.
After Affidavit of Heirship was prepared and filed in appropriate county, two of the producers issued new division orders. The third producer said because the annual revenue was too high (in excess of $3,000), it would not accept the Affidavit of Heirship based on company policy and heirs would need to file application for Judicial Determination of Heirship and open administration on the decedent’s estate in Texas.
I was able to move the issue away from the division order analyst to the manager of the department and ultimately able to convince him that an exception to the company’s policy should be made in this case because the family situation was very simple and the affiants had known the decedent an extremely long time.
Moral of story do a CYA letter, which I did, when the decision is made to use an Affidavit of Heirship rather than a Judicial Determination of Heirship.