Ancillary Probate by State: Out-of-State Rental Rules (2026)
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Quick Answer
Ancillary probate is the second court case that the state where a house sits can require when the owner lived, and died, in another state. As of October 22, 2026, the eight state codes we read split into three kinds. In Florida and California the code gives the nonresident’s executor a court route and we found no filing-only route for a house: Florida says a personal representative “shall be entitled to have ancillary letters issued” (Fla. Stat. 734.102(1)), with a $50,000 gross-value exception for a will-only estate (734.1025), and California starts with “a petition to the court” (Probate Code 12510), the affidavit shortcut in 12570 being limited to personal property. Texas lets the executor skip the case for a probated will by recording a copy in the county deed records, where it takes effect “as a deed of conveyance” (Estates Code 503.051). Arizona, Colorado, Utah, Maine and South Carolina let the home-state executor file authenticated copies of the appointment with a court in the county where the property lies and then “exercise as to assets in this state all powers of a local personal representative”, until anyone applies for a local administration, which ends that power. Where a local case is unavoidable, the statutory fee schedules apply to the local property: on $600,000 of California inventory value the personal representative and the attorney each have a statutory fee of $15,000, $30,000 in all (our arithmetic on Probate Code 10800 and 10810). Hawaii, North Carolina, Georgia and Tennessee are marked not verified: the official sites blocked us or have no free text. This is analysis of public documents, not investment, legal or tax advice.
Key Takeaways
- As of October 22, 2026, we read the ancillary-administration provisions of eight state codes: Florida, Texas, California, Arizona, Colorado, Utah, Maine and South Carolina. Two require a local court case for a house (Florida, California), one lets a probated will be recorded in the deed records instead (Texas), and five let the home-state executor file authenticated copies and act (Arizona, Colorado, Utah, Maine, South Carolina). Hawaii, North Carolina, Georgia and Tennessee are not verified.
- The five file-and-act states share one rule: the foreign executor’s power ends once someone applies for local administration (Arizona 14-4206, Colorado 15-13-206, Utah 75-4-206, Maine 4-206, South Carolina 62-4-206). One creditor, one heir or one buyer’s lawyer who files for a local case turns the shortcut off (our reading).
- Only South Carolina’s text says in so many words that the filing gives power over “real and personal property” (62-4-205). Arizona, Colorado, Utah and Maine say “assets in this state”, which we read to include a house; the statutes do not mention title insurance, and a buyer’s insurer may ask for more.
- Florida’s one exception is small: a will-only estate with Florida property of $50,000 or less at death, filed within 2 years of death (734.1025). A rental house will usually be above it.
- Texas is the only state in our set where a probated out-of-state will works as a deed once recorded (503.001, 503.051). It helps a will, not an intestate estate, and it does not by itself deal with creditors or a sale.
- Cost where a case is required: California’s statutory fee runs on the inventory value “without reference to encumbrances” (10800(b), 10810(b)): $15,000 each for personal representative and attorney on $600,000, $30,000 together (our arithmetic). Florida’s presumed-reasonable attorney fee on $400,000 of Florida property is $12,000 (733.6171(3), our arithmetic).
- In the eight states, a TOD deed statute exists in Texas, California, Arizona, Colorado, Utah and Maine, and not in Florida or South Carolina. A TOD deed is a probate-avoidance tool for the house itself; whether it also avoids the other state’s creditor and Medicaid rules is a separate question answered in our TOD deed state guide.
CSV · 60 rows
Ancillary probate and out-of-state real estate: statute-by-statute matrix for eight states
60 rows: for Florida, Texas, California, Arizona, Colorado, Utah, Maine and South Carolina, the ancillary procedure, the home-state executor shortcut, where it ends, TOD deed statute and statutory fee schedules; four states marked not verified; four worked fee examples. Each row cites the statute and the URL it was read from.
What ancillary probate is, in the words of the statutes
The owner of a rental house in another state dies. The home state’s probate court (the “domiciliary” court) handles the estate at the owner’s home. The house, though, sits under the law of the state where it stands. Florida’s statute shows how a state claims that: “If a nonresident of this state dies leaving assets in this state, credits due from residents in this state, or liens on property in this state,” the personal representative named in the will for the Florida property, or the foreign personal representative if qualified, is entitled to have ancillary letters issued (Fla. Stat. 734.102(1)). The ancillary representative gives bond, publishes a notice to creditors, and has the same power as other Florida representatives “to sell, lease, or mortgage local property” (734.102(4), (5), (7)). When debts and expenses are paid, the court may order the rest sent to the foreign representative or distributed to the beneficiaries (734.102(6)).
That is the heavy version: a second set of letters, a second bond, a second creditor period and usually a second lawyer. The Uniform Probate Code states, and Texas, offer lighter versions. Which version applies to your rental is the single most useful thing to learn before you buy it, because it decides what your executor will have to do in a state where you do not live. Our probate for real estate guide covers the small-estate limits and claim periods of the home-state case; this page is about the second state.
The matrix: eight states, three kinds of rule
Every cell below was read from the statute text we saved on October 22, 2026. Where the code is a copy (Colorado), the cell says so. “Our reading” marks an inference the statute does not state.
| State | Must the executor open a local court case for a house? | The shortcut, if any | Where the shortcut stops | TOD deed statute |
|---|---|---|---|---|
| Florida | Yes, in the statutes we read: the personal representative “shall be entitled to have ancillary letters issued” (734.102(1)); notice to creditors under chapter 733 (734.102(5)) | Will-only estate with Florida property of “$50,000” or less at death: file an authenticated transcript within 2 years of death (734.1025) | If any creditor claim is filed, a personal representative is appointed (734.1025(2)) | No (enhanced life estate or Lady Bird deed instead) |
| Texas | Not for a probated will: record a copy in the county deed records (503.001); or apply for ancillary probate, with no citation or notice for a will already probated at the domicile (501.003(a)), and ancillary letters for the executor (501.006) | Recorded foreign will is “valid as a deed of conveyance of all property in this state covered by the instrument” (503.051) | Applies to a will that has been probated elsewhere; contest is possible under chapter 504 (503.003); creditors and sale authority are separate (our reading) | Yes (Estates Code 114.051) |
| California | Yes for a house: ancillary administration starts by a petition for probate of the will or appointment of a local representative (12510), with the same notice and proceedings as a Californian estate (12512) | A sister-state representative may use the section 13100 affidavit “to collect personal property” without petitioning (12570) | Statute names personal property; we found no real-property equivalent in Part 13 (our reading) | Yes (Probate Code 5600; the part is repealed January 1, 2032 unless extended) |
| Arizona | No court case needed if no local administration is pending (14-4204) | File “certified copies of the appointment” with a court in the county where property lies (14-4204); then “all powers of a local personal representative” as to assets in the state (14-4205) | “An application or petition for local administration of the estate terminates the power of the foreign personal representative” (14-4206) | Yes (beneficiary deed, 33-405) |
| Colorado | No court case needed if none is pending (15-13-204) | File authenticated copies of the appointment documents in the county (15-13-204); powers over assets in the state (15-13-205) | Local application ends the power (15-13-206) | Yes (beneficiary deed, 15-15-401) |
| Utah | No court case needed if none is pending (75-4-204) | File authenticated copies of the appointment and of any bond (75-4-204); powers over assets in the state (75-4-205) | Local application ends the power (75-4-206) | Yes (Uniform Real Property Transfer on Death Act, 75-6-401) |
| Maine | No court case needed if none is pending (18-C 4-204) | File authenticated copies of the appointment, any bond, and “a certificate, dated within 60 days, proving” current authority (4-204); powers over assets in the state (4-205) | Local application ends the power (4-206) | Yes (18-C 6-409; must be recorded before death) |
| South Carolina | No court case needed if none is pending (62-4-204); a formal case “is the appropriate procedure for an ancillary administration relating to the real property” and is an alternative (62-4-207) | File authenticated copies of the appointment and the will; bond only if the court orders (62-4-204); powers over “real and personal property” (62-4-205) | Local application ends the power (62-4-206) | No |
| Hawaii, North Carolina, Georgia, Tennessee | Not verified | Not verified | Not verified | Not verified |
Colorado’s text was read on colorado.public.law, which reproduces the Colorado Revised Statutes (2024 edition, page checked May 26, 2025 by that site); we did not re-read the official PDF. Hawaii’s and North Carolina’s legislature sites blocked our connection and the Internet Archive copy was not available; for Georgia and Tennessee we could reach no free official code text, and we did not rely on a secondary copy.
Family one: a local court case is the route (Florida, California)
In both states the code has a path for the nonresident’s representative, and the path runs through the local court. Florida’s procedure “shall be commenced as provided by the Florida Probate Rules” (734.102(2)), the will is admitted to probate if it meets Florida’s execution requirements (734.102(3)), and Florida’s creditor rules apply, including the two-year cut-off in section 733.710 (734.102(5)); our Florida probate cost page has the timeline. California’s chapter says notice is given and “the same proceedings had as in the case of a petition for probate of a will” (12512), and that real property in the estate may be sold, with the proceeds sent to the sister-state representative, if needed to make distribution (12541). The California affidavit route (12570) is for personal property only, so an executor can collect a bank account in California without a case but, on our reading of the statutes, cannot transfer a house that way.
Florida’s small exception, 734.1025, applies only when the decedent “dies testate”, the Florida property is $50,000 or less at death, and the foreign representative files within 2 years. A rental house worth more than that will not qualify.
Family two: record the probated will (Texas)
Texas has two lanes. The first is a short ancillary probate: the application “is required to indicate only that probate in this state is requested” on the basis of the authenticated copy (501.002(a)), no citation or notice is needed (501.003(a)), and the clerk’s duty to record it is “ministerial” (501.004(a)). The second is not a probate at all: a probated will that disposes of Texas land, with the attested copy of the order admitting it, “may be filed and recorded in the deed records in any county in this state in which the land is located” (503.001(a)), and once delivered to the county clerk it takes effect “as a deed of conveyance” with “the same effect as a recorded deed” from the time of delivery (503.051). A recorded will can still be contested as provided by chapter 504 (503.003). The statute speaks of a will; for an intestate owner, Texas has no equivalent in these sections (our reading). Texas also has its own TOD deed rules.
Family three: file authenticated copies and act (Arizona, Colorado, Utah, Maine, South Carolina)
These states enacted the Uniform Probate Code’s foreign-representative provisions. The mechanics, as the statutes state them:
- Filing. If no local administration or application is pending, the home-state executor files authenticated copies of the appointment with a court in a county where the decedent’s property is located (Arizona 14-4204; Colorado 15-13-204; Utah 75-4-204; Maine 4-204; South Carolina 62-4-204). Maine adds a certificate dated within 60 days proving current authority. Arizona, Utah and Maine ask for any official bond that has been given; South Carolina does not require one unless the court orders it.
- Powers. Once filed, the representative “may exercise as to assets in this state all powers of a local personal representative and may maintain actions and proceedings in this state subject to any conditions imposed upon nonresident parties generally” (Arizona 14-4205; Colorado 15-13-205; Utah 75-4-205; Maine 4-205). South Carolina’s text adds “(including real and personal property)” (62-4-205). Utah’s version does not apply to a bank or other entity acting as foreign representative unless its home state gives Utah representatives similar treatment (75-4-205).
- Personal property. Separately, a bank or other holder of the decedent’s personal property may deliver it to the foreign executor after “sixty days” from death on an affidavit that no local administration is pending (Arizona 14-4201; Colorado 15-13-201; Utah 75-4-201; Maine 4-201; South Carolina 62-4-201). A resident creditor can stop that delivery by notice (Arizona 14-4203).
- The off switch. The foreign representative’s power “shall be exercised only if there is no administration or application therefor pending in this state”, and an application for local administration ends it, though the court may allow limited powers to preserve the estate (Arizona 14-4206; Colorado 15-13-206; Utah 75-4-206; Maine 4-206; South Carolina 62-4-206). A person who changed position in reliance on the foreign representative before learning of the local case is protected (same sections).
South Carolina is the clearest that a full local case is a choice: its 62-4-207 calls the formal proceeding “the appropriate procedure for an ancillary administration relating to the real property” and “an alternative” to the foreign-representative filing.
What the statutes do not say is whether a buyer’s title insurer, or a county recorder, will accept a sale signed by a foreign representative on a filing alone. That is a practical question for a local real estate lawyer and the title company, not something we can read from the code.
What a local case costs where one is required
Only two of the eight codes we read set a fee formula that we can apply to local property. Both are about a formal administration, which is what ancillary letters are.
California sets the personal representative’s and the attorney’s fee by the same schedule: four percent on the first $100,000, three percent on the next $100,000, two percent on the next $800,000, one percent on the next $9,000,000, one-half of 1 percent on the next $15,000,000, and a court-set amount above $25,000,000 (Probate Code 10800(a), 10810(a)). The base is the inventory value of the property, “without reference to encumbrances or other obligations” (10800(b), 10810(b)), so a mortgage does not reduce it. For an ancillary case the inventory would be the California property (our reading). Our California probate fees page has the full schedule and extraordinary-service rules.
Florida has no mandatory fee. An attorney who bases a fee on the statute’s schedule gets a fee “presumed to be reasonable”: $1,500 for an estate of $40,000 or less, $750 more for each of the next two $30,000 bands (to $100,000), then “3 percent on the next $900,000” (733.6171(3)). The statute’s own list of extraordinary services includes “proceedings involving ancillary administration of assets not subject to administration in this state”, which adds to a Florida lawyer’s fee on a domiciliary estate (see our Florida page).
| Example (our arithmetic) | Inventory or compensable value | Calculation | Result |
|---|---|---|---|
| California rental: personal representative | $600,000 | 4,000 + 3,000 + 2 percent of 400,000 (8,000) | $15,000 |
| California rental: attorney | $600,000 | Same schedule (10810) | $15,000 |
| California rental: both | $600,000 | 15,000 + 15,000 | $30,000, before extraordinary services, costs and court fees |
| Florida condo: attorney, presumed reasonable | $400,000 | 3,000 for the first 100,000 + 3 percent of 300,000 (9,000) | $12,000, negotiable; Florida has no mandatory fee |
These are formulas applied to round numbers, not quotes. Court filing fees, publication costs, bond premiums and an appraisal are on top, and we read no source for them.
Avoiding the second case: what each tool does in these states
The tools are the same ones that avoid probate at home; the question here is whether they work in the other state.
- A TOD deed or beneficiary deed on the out-of-state house. Six of the eight states have a statute (Texas, California, Arizona, Colorado, Utah, Maine); Florida and South Carolina do not. A TOD deed must be recorded before the owner dies in every state we have read; Maine’s statute says it “must be recorded before the transferor’s death in the public records in the registry of deeds” (18-C 6-409(3)). Our TOD deed state guide covers the 35 jurisdictions, their creditor rules and their Medicaid estate recovery rules. Florida’s substitute is the Lady Bird deed.
- A living trust that holds the deed. If the trustee, not the owner, holds title at death, the house is not an asset passing under the will (our reading); the mechanics, the transfer-tax and mortgage points, and the revocable-trust tradeoffs are on our deed into a living trust page and our revocable vs irrevocable trust page. A trust needs the deed recorded in the county where the house sits.
- An LLC that holds the rental. The owner then holds a membership interest instead of the house. Whether the other state treats that interest as local property is a question for counsel; we read no statute that answers it. The liability and insurance side is on our LLC for rental property page.
None of these is free of the other state’s taxes. A few states tax a nonresident’s real property at death through their own estate or inheritance tax; ours cover Maine, Hawaii and Kentucky among others. The federal basis rule is the same everywhere: see our step-up in basis page.
What a reader can do with this
These are decision points the statutes raise, not instructions.
- Before you buy or inherit the property, find the state’s family. Florida and California mean a local case for a house unless the title is arranged differently; Texas rewards a will that is probated at home; the five file-and-act states leave the first move to the home-state executor.
- Ask whether the house can pass outside the will. A TOD deed, a trust or a Lady Bird deed removes the house from the ancillary question. Each has its own creditor, Medicaid and mortgage consequences, which differ by state.
- Keep the paperwork ready for the executor. Every route above starts from authenticated copies of the appointment, and Maine wants a certificate dated within 60 days, so the home-state letters should be recent when the filing is made.
- Do not assume the shortcut lasts. In the five file-and-act states a single application for local administration ends the foreign executor’s power (14-4206 and its twins). A creditor, an heir in a dispute or a buyer’s lawyer can make that application.
- Hire a lawyer licensed where the house sits. Probate and title rules there decide the outcome; a match with a financial adviser, below, is for the money side of the estate, not a substitute.
This is analysis of public documents, not investment, legal or tax advice.
FAQ
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An email when the ancillary probate rules by state numbers change
When a rate, rule or filing behind this page changes: what changed, the one number that matters, and the source to check it yourself.
Sources, read and saved on October 22, 2026: Florida Statutes 733.6171, 734.102 and 734.1025 (leg.state.fl.us); Texas Estates Code chapters 501 and 503 and section 114.051 (statutes.capitol.texas.gov and texas.public.law); California Probate Code sections 5600, 10800, 10810, 12510, 12512, 12520, 12521, 12541 and 12570 to 12572 (leginfo.legislature.ca.gov); Arizona Revised Statutes 14-4201 to 14-4207 and 33-405 (azleg.gov); Colorado Revised Statutes 15-13-201 to 15-13-207 and 15-15-401 (colorado.public.law, copy of the 2024 edition); Utah Code 75-4-201, 75-4-204 to 75-4-206 and 75-6-401 (le.utah.gov); Maine Revised Statutes title 18-C sections 4-201 to 4-207 and 6-409 (legislature.maine.gov); South Carolina Code 62-4-101 to 62-4-207 (scstatehouse.gov). The fee examples are our arithmetic on the statutory rates; the title-insurance and LLC points are not in the statutes and are marked as such. This is analysis of public documents, not investment, legal or tax advice.
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