89th Legislature Regular Session

HB 3311

Overall Vote Recommendation
Vote Yes; Amend
Principle Criteria
Free Enterprise
Property Rights
Personal Responsibility
Limited Government
Individual Liberty
Digest
HB 3311 amends several provisions of the Texas Estates Code concerning the administration of a decedent’s estate, specifically focusing on the family allowance—a statutory benefit intended to support the surviving spouse and children of a deceased person. The bill clarifies who may apply for the allowance, expands the eligibility period for certain dependents, mandates how the allowance is to be paid, and updates how this benefit interacts with outstanding child support obligations.

Under the proposed changes, surviving spouses or legal representatives of a decedent’s minor or incapacitated adult children may petition the probate court to fix a family allowance prior to the approval or filing of the estate’s inventory. The application must detail the financial needs of the surviving family and the property available to them. Importantly, the bill modifies Section 353.102 to extend the allowance for minor children until their 18th birthday or high school graduation—whichever comes later—while maintaining a one-year allowance period for surviving spouses and incapacitated adult children.

A key substantive change in the bill is that the family allowance must be paid in a lump sum rather than in installments, removing the court’s discretion on payment structure. Additionally, amendments to Section 355.102 reclassify how claims for delinquent child support are handled in probate. Specifically, such claims are to be reduced by the family allowance amount paid on behalf of the child for up to one year, effectively integrating the family allowance into the satisfaction of certain child support obligations.

Overall, HB 3311 seeks to modernize and clarify estate procedures to better protect dependent family members while ensuring that probate priorities reflect the state’s ongoing interest in supporting child welfare and enforcing child support obligations.

The originally filed version of HB 3311 addressed a specific issue within Texas probate law: the priority of claims against a decedent’s estate. It proposed reclassifying delinquent and unpaid child support obligations as Class 3 claims, thereby giving them priority over secured claims (which are generally Class 4) when settling an estate. This change sought to ensure that child support obligations receive higher priority in estate distributions. The bill eliminated language that had previously categorized these obligations under Class 4 and instead grouped them with other high-priority unsecured claims, such as funeral and administration expenses.

In contrast, the committee substitute version of HB 3311 significantly expands the scope of the legislation beyond just claim prioritization. It introduces new provisions to reform the administration of the family allowance—a statutory benefit meant to support a decedent’s surviving spouse and children during estate proceedings. Among its changes, the substitute clarifies who can apply for the allowance, mandates that payments be made in a lump sum rather than installments, and adjusts the eligibility period for minor children to continue receiving support until they turn 18 or graduate high school, whichever is later. These provisions aim to modernize and strengthen the protections offered to surviving dependents.

Additionally, the substitute version integrates the family allowance more explicitly with the treatment of child support arrearages. It introduces a new provision that requires any family allowance paid on behalf of a minor child to offset a portion of that child’s unpaid child support claim—specifically, by reducing the claim by the allowance paid for up to one year. This interaction did not exist in the original bill and represents a more nuanced approach to balancing obligations within the estate. Overall, while the original bill made a targeted adjustment to claim classifications, the substitute bill represents a broader reform package with implications for both probate procedure and family support policy.
Author
Valoree Swanson
Richard Hayes
Jeff Leach
Harold Dutton
Co-Author
Paul Dyson
Marc LaHood
A.J. Louderback
Fiscal Notes

According to the Legislative Budget Board (LBB), the fiscal implications of HB 3311 are expected to be minimal for both state and local governments. According to the Legislative Budget Board's fiscal note, there is no significant fiscal impact anticipated at the state level. Any administrative or procedural costs associated with implementing the bill—such as updates to court forms, probate procedures, or minor adjustments in case processing—are expected to be absorbed within existing agency resources, particularly by the Office of Court Administration.

For local governments, including probate courts and county-level judicial offices, the bill also does not present significant financial burdens. Although the bill alters estate claim prioritization and mandates lump-sum payments for family allowances, these changes are procedural and not expected to create new ongoing expenses or require additional staffing. Courts already handle family allowance and claims proceedings as part of standard probate processes, and the modifications introduced by the bill would primarily shift timing and prioritization rather than expand responsibilities or workload.

In summary, HB 3311 is a policy-driven bill that refines probate procedures without introducing substantial new fiscal demands. Its implementation is expected to occur within current budget structures across both state and local judicial systems.

Vote Recommendation Notes

HB 3311 proposes a thoughtful update to Texas probate law that strengthens protections for dependent children and reflects a high standard of personal responsibility. The bill addresses a meaningful gap in current law by elevating unpaid child support obligations in the hierarchy of claims paid from a decedent's estate. Under existing statutes, secured debts like mortgages or tax liens often take precedence, even when children are left without sufficient support. This bill seeks to correct that imbalance by ensuring that financial obligations to children are treated as essential—providing that confirmed or administratively determined child support arrears are classified as higher-priority claims.

Additionally, the bill modernizes the family allowance framework in the Estates Code. Under current law, this allowance, which supports surviving spouses and children, is limited to one year following the decedent’s death. HB 3311 expands eligibility for minor children to continue receiving this support until they reach age 18 or graduate high school—whichever is later. This extension better aligns with contemporary understandings of financial dependency and educational milestones, particularly in the wake of a parent’s death. It is a fair and compassionate adjustment.

However, the bill also mandates that the family allowance be paid in a lump sum rather than allowing courts to determine whether payment should be made in installments. This provision could create unnecessary hardship for estates with low liquidity or complex asset structures. Forcing early liquidation of estate assets to meet this obligation may delay probate administration or diminish the value available to other lawful claimants. Removing judicial discretion in this area introduces rigidity into what is inherently a case-specific process. Courts are generally well-positioned to balance the needs of surviving family members with the overall solvency of the estate.

Accordingly, Texas Policy Research recommends that lawmakers vote YES on HB 3311 but also consider amending it as described below. The core policy objectives—supporting minor and incapacitated children and ensuring the fulfillment of parental financial obligations—are laudable and should be supported. However, the bill would benefit from a targeted amendment that restores judicial discretion over the method of paying the family allowance. Allowing either lump-sum or installment payments, based on the circumstances of each estate, would preserve the bill’s intent while avoiding negative consequences for other stakeholders in probate. With that adjustment, the legislation would represent a strong step forward in both child welfare and responsible estate administration.  Texas Policy Research recommends that lawmakers vote YES; Amend on HB 3311.

  • Individual Liberty: The bill enhances individual liberty for dependent children and incapacitated adults by ensuring that their basic financial needs are met through a prioritized family allowance and unpaid child support claims. These provisions acknowledge that individuals—particularly minors and vulnerable adults—have a right to financial security from those legally responsible for their care. By ensuring that estates fulfill these obligations before paying off other debts like mortgages or tax liens, the bill affirms the principle that family rights and responsibilities endure beyond death.
  • Personal Responsibility: This bill directly reinforces personal responsibility. It reflects the philosophy that individuals are responsible for their children’s welfare, even after death. By reclassifying unpaid child support as a higher-priority claim, the legislation makes it clear that financial obligations to family cannot be sidestepped. Moreover, by linking child support claims to legal judgments or certified administrative determinations, the bill ensures accountability is grounded in verifiable obligations—not vague or retroactive claims.
  • Free Enterprise: The bill does not directly regulate markets, commerce, or private enterprise. However, it could have modest secondary effects on financial institutions and creditors. By elevating child support above certain secured claims (like tax liens or mortgages), the bill slightly reshuffles expectations in estate debt recovery. While this change respects the social priority of child support, some may view it as a potential interference in the order of debt satisfaction. Still, these impacts are marginal and unlikely to deter enterprise activity.
  • Private Property Rights: This is the liberty principle most affected by the bill. By mandating that the family allowance be paid in a lump sum and giving it higher priority, the bill could burden estates that are asset-rich but cash-poor. This may disadvantage other heirs or creditors by requiring rapid liquidation of property to fulfill the allowance, potentially undermining a decedent’s testamentary intent or interfering with secured property interests. However, this concern could be alleviated with an amendment to restore judicial discretion over payment structure (e.g., allowing installment payments when appropriate), balancing property rights with family support needs.
  • Limited Government: On one hand, the bill enhances the rule of law by clarifying how estate obligations must be prioritized and ensuring that child support claims are based on prior legal determinations. On the other hand, the provision that removes a court’s discretion in how the family allowance is paid (by requiring lump-sum payment) represents a modest expansion of legislative overreach into probate court functions. Courts are traditionally trusted to evaluate estate solvency and allocate resources accordingly. This one-size-fits-all rule may unnecessarily limit their flexibility. An amendment restoring discretion would bring the bill more in line with limited government principles.
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