Change of Ownership

Owner Information | Affidavit of Heirship | Late, Stolen or Stale Checks | Change of Name or Address | Change of Ownership | Form 1099 Information

 

Listed below are some common situations which result in a change of ownership, or a change in the status of an owner.  The right column describes the type of documentation EPCo requires, along with a Change of Ownership Form, in order to effect the change.  All changes must be submitted in writing to the address below:

Energy Production Corporation
12221 Merit Drive, Suite 1200

Dallas, Texas 75251

Attn:  Division Orders

 

Fax Number:   214-363-5313

SITUATION A COPY OF THE FOLLOWING DOCUMENTATION IS REQUIRED
Appointment of Attorney-In-Fact Copy of Power of Attorney
SALE OF AN INTEREST Conveyance filed of record in the county/ parish in which the property is located.
OWNERSHIP CHANGE DUE TO DIVORCE Complete Divorce Decree including Settlement Agreement, recorded conveyances (if appropriate)
TRUSTS/PARTNERSHIPS:
Trust or Partnership is created
Trust or Partnership Agreement and, if appropriate, recorded document conveying the interest in a property to a Trust or Partnership
Trust or Partnership is terminated Dissolution of Trust or Partnership and, if appropriate, recorded conveyances to beneficiary
Changes in Trustee Instrument whereby the successor trustee was Appointed
JOINT TENANCY AND ONE DIES Death Certificate of Joint Tenant
ESTATE PROCEEDINGS:
Owner died with a Will (testate) and probate proceedings are to be conducted in the state where the property is located
Death Certificate
Order Admitting Will to Probate
Letters Testamentary
Last Will and Testament
Evidence debts and taxes have been paid
Final Decree of Distribution or Judgment of Possession
Owner died with a Will (testate) and probate proceedings are to be conducted in a state other than the state where the property is located Death Certificate
Last Will and Testament
Letters Testamentary
Order Admitting Will To Probate
Final Decree of Distribution or Judgment of Possession
Evidence debts and taxes have been paid
Documentation of ancillary probate proceedings opened in all affected states or Affidavit of Heirship
Owner died without a Will (intestate)
(Laws of Descent and Distribution will apply as relevant)
Death Certificate
Letters of Administration
Affidavit of Heirship
Evidence debts and taxes have been paid
Life Tenant’s Death Certificate
Names and addresses of remaindermen
BANKRUPTCY:
Chapter 11
Plan of Reorganization
Order Confirming the Plan of Reorganization
Chapter 7 Recorded conveyance (as appropriate)
Order Naming Trustee of Bankruptcy Estate



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