# Inheritance -locating documents needed for change of ownership

**URL:** https://www.mineralrightsforum.com/t/inheritance-locating-documents-needed-for-change-of-ownership/66763
**Category:** Ownership and Title
**Created:** [June 18, 2022, 3:27pm UTC](https://www.mineralrightsforum.com/t/inheritance-locating-documents-needed-for-change-of-ownership/66763 "2022-06-18T15:27:54Z")
**Posts on this page:** 9
**Page:** 1

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### Author: ![karloil](https://www.mineralrightsforum.com/letter_avatar_proxy/v4/letter/k/a88e4f/32.png) [@karloil](https://www.mineralrightsforum.com/u/karloil)
#### Post date: [June 18, 2022, 3:27pm UTC](https://www.mineralrightsforum.com/t/inheritance-locating-documents-needed-for-change-of-ownership/66763/1 "2022-06-18T15:27:54Z")

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I have recently inherited my father’s oil and gas rights. He has received monthly royalty checks for years and I have the royalty statements for recent months. This asset is the only one he neglected to transfer into his trust. I am the sole beneficiary of the will and the trust, no probate is needed. What documents do I need to provide to the court to support the affidavit and where will I find them?

I could not find anything at the county recorder office.

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### Author: ![AimeeHess](https://www.mineralrightsforum.com/user_avatar/www.mineralrightsforum.com/aimeehess/32/14148_2.png) [@AimeeHess](https://www.mineralrightsforum.com/u/AimeeHess)
#### Post date: [June 18, 2022, 3:46pm UTC](https://www.mineralrightsforum.com/t/inheritance-locating-documents-needed-for-change-of-ownership/66763/2 "2022-06-18T15:46:22Z")

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In what state is the property located? Laws vary by state.

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### Author: ![DonFromTexas](https://www.mineralrightsforum.com/user_avatar/www.mineralrightsforum.com/donfromtexas/32/11371_2.png) [@DonFromTexas](https://www.mineralrightsforum.com/u/DonFromTexas)
#### Post date: [June 18, 2022, 4:13pm UTC](https://www.mineralrightsforum.com/t/inheritance-locating-documents-needed-for-change-of-ownership/66763/3 "2022-06-18T16:13:30Z")

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You might look the trust over, mine has what is called a “pour-over will” that puts anything not in the trust name, into it upon my death.

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### Author: ![TODD\_M\_Baker](https://www.mineralrightsforum.com/letter_avatar_proxy/v4/letter/t/91b2a8/32.png) [@TODD\_M\_Baker](https://www.mineralrightsforum.com/u/TODD_M_Baker)
#### Post date: [June 18, 2022, 11:15pm UTC](https://www.mineralrightsforum.com/t/inheritance-locating-documents-needed-for-change-of-ownership/66763/4 "2022-06-18T23:15:21Z")

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If you have property in Oklahoma that is not deeded into the trust, it isn’t in the trust, no matter what your documents say. Other states may be different.

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### Author: ![Benjammin](https://www.mineralrightsforum.com/user_avatar/www.mineralrightsforum.com/benjammin/32/15667_2.png) [@Benjammin](https://www.mineralrightsforum.com/u/Benjammin)
#### Post date: [June 19, 2022, 11:18pm UTC](https://www.mineralrightsforum.com/t/inheritance-locating-documents-needed-for-change-of-ownership/66763/5 "2022-06-19T23:18:04Z")

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There may be a residuary clause in the will that will transfer all property that is not described.

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### Author: ![Richard\_Winblad](https://www.mineralrightsforum.com/user_avatar/www.mineralrightsforum.com/richard_winblad/32/11511_2.png) [@Richard\_Winblad](https://www.mineralrightsforum.com/u/Richard_Winblad)
#### Post date: [June 23, 2022, 5:53pm UTC](https://www.mineralrightsforum.com/t/inheritance-locating-documents-needed-for-change-of-ownership/66763/6 "2022-06-23T17:53:34Z")

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If there is a trust, there is likely a Will that names the trust as the legatee/beneficiary. This is known as a “pour over will.” While there are several approaches, in Oklahoma the most efficient is _usually_ \*\*to probate the Will in the state where the property is located. Texas and other jurisdictions may have other approaches.

_This post is not legal, investment, or tax advice; it is for discussion purposes only. Reading or responding to this post does not create an attorney-client relationship._

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### Author: ![Sheila\_Henry](https://www.mineralrightsforum.com/user_avatar/www.mineralrightsforum.com/sheila_henry/32/16664_2.png) [@Sheila\_Henry](https://www.mineralrightsforum.com/u/Sheila_Henry)
#### Post date: [June 26, 2022, 3:21am UTC](https://www.mineralrightsforum.com/t/inheritance-locating-documents-needed-for-change-of-ownership/66763/7 "2022-06-26T03:21:13Z")

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Is there any way to find out what happened to the land and mineral rights left to me and my siblings in my grandmother’s will? I never knew about any of it till just the past year after my parents passed away and I found my grandmother’s will. The land was in Montana and I would like to know when and who sold it or transferred it or just what happened to it. Any suggestions?

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### Author: ![Richard\_Winblad](https://www.mineralrightsforum.com/user_avatar/www.mineralrightsforum.com/richard_winblad/32/11511_2.png) [@Richard\_Winblad](https://www.mineralrightsforum.com/u/Richard_Winblad)
#### Post date: [June 27, 2022, 5:46pm UTC](https://www.mineralrightsforum.com/t/inheritance-locating-documents-needed-for-change-of-ownership/66763/8 "2022-06-27T17:46:07Z")

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A search of the Montana land records may reveal what has transpired since your parents’ inheritance.

_This post is not legal, investment or tax advice, it is for discussion purposes only. Reading or responding to this post does not create an attorney-client relationship._

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### Author: ![system](https://www.mineralrightsforum.com/uploads/db5755/original/3X/6/c/6c7c56608c843272ad6e3662ce9562a5956f173e.png) [@system](https://www.mineralrightsforum.com/u/system)
#### Post date: [September 16, 2022, 3:28pm UTC](https://www.mineralrightsforum.com/t/inheritance-locating-documents-needed-for-change-of-ownership/66763/9 "2022-09-16T15:28:13Z")

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