Documents Required to Transfer Mineral Interest

Please submit the applicable documents to our land department by email to OwnerRelations@zarvonaenergy.com or by mail to:

Zarvona Energy, LLC
Attention: Land Department
1001 McKinney St. Suite 1800
Houston, Texas 77002

RECORDING REQUIREMENT

Note: All documents that transfer or convey any interests in land, minerals, royalties, or oil and gas leases that are the basis for payments from oil and gas well(s) MUST first be filed of record in the County land records where the oil and gas well(s) are located, and certified copies furnished to us before a transfer of ownership can be processed on our records. For corporations, partnerships, trusts and limited liability companies, if a change of ownership is requested due to merger, dissolution, or name change, then appropriate documentaion or certificates evidencing such changes MUST first be files of record in the County land records where the oil and gas well(s) are located, and certified copies furnished to us before the change can be processed on our records.

SITUATION DOCUMENTATION REQUIRED
Address or bank change Submit change request in writing with interest owner’s signature. Click here for our Change of Address form.
An owner dies with a will which has been probated
  1. a copy of the signed and probated Last Will & Testament
  2. the Application to Probate and the Order Admitting Will to probate
  3. the Letters Testamentary
  4. the appropriate recorded conveyances
  5. names, addresses, and phone numbers for all beneficiaries under the will
  6. Form W-9s completed for all beneficiaries under the will
An owner dies with a will, and it has not been probated, but will be

Please inform us as to the status of the probate proceedings and wait until they have been completed before submitting:

  1. a copy of the signed and probated Last Will & Testament
  2. the Application to Probate and the Order Admitting Will to probate
  3. the Letters Testamentary
  4. the appropriate recorded conveyances
  5. names, addresses, and phone numbers for all beneficiaries under the will
  6. Form W-9s completed for all beneficiaries under the will
An owner dies without a will
  1. the Death Certificate;
  2. Affidavits of Death and Heirship from two Affiants
    • one Affiant should be a family member (interested party) who has knowledge of the facts and circumstances surrounding the mineral/royalty interest owner
    • the other Affiant should be a disinterested party to the mineral/royalty interest owner’s estate, but who knows the facts and circumstances surrounding the mineral/royalty interest owner
    • the two Affidavits must be recorded in the county where the subject mineral interest is located
    • if you have prepared (or have had prepared) an affidavit(s) for another operator, we may be able to accept it/them, if necessary; if the latter is the case, please complete our Heirship and Marital History Survey Form and submit it to us
  3. the Letters of Administration (if applicable)
  4. names, addresses, and phone numbers for all heirs to the estate
  5. Form W-9s completed for all heirs to the estate
An owner dies with a will, but it will not be or was not probated

The estate is treated as though a Will did not exist. Please submit the following documents:

  1. the Death Certificate;
  2. a copy of the signed will, even though not probated
  3. Affidavits of Death and Heirship from two Affiants
    • one Affiant should be a family member (interested party) who has knowledge of the facts and circumstances surrounding the mineral/royalty interest owner
    • the other Affiant should be a disinterested party to the mineral/royalty interest owner’s estate, but who knows the facts and circumstances surrounding the mineral/royalty interest owner
    • the two Affidavits must be recorded in the county where the subject mineral interest is located
    • if you have prepared (or have had prepared) an affidavit(s) for another operator, we may be able to accept it/them, if necessary; if the latter is the case, please complete our Heirship and Marital History Survey Form and submit it to us
  4. the  Letters of Administration (if applicable)
  5. names, addresses, and phone numbers for all heirs to the estate
  6. Form W-9s completed for all heirs to the estate
Change in ownership as the result of a divorce Complete Divorce Decree including Settlement Agreement, and recorded conveyances (if appropriate)
Change in ownership due to gifting of minerals Copy of recorded conveyance from the county or counties in which the property(s) are located
Name changes due to marriage, divorce, etc. (Individual) Marriage Certificate, Divorce Decree reinstating maiden name, or other document granting name change
Name Change – company or corporation Certificate of Name Change including Tax ID
Name Change due to Merger – company or corporation                                        Certificate of Merger including Tax ID
Appointment of attorney-in-fact Certified Copy of signed and recorded Power of Attorney, filed in the County where the property is located
Sale of an interest Certified copy of the conveyance or assignment filed of record in the county/parish in which the property is located
Trust or Partnership is created
  1. Trust or Partnership Agreement and recorded document conveying the interest in a property to a Trust or Partnership
  2. Form W-9 completed for Trust or Partnership
Trust or Partnership is terminated Dissolution of Trust or Partnership and recorded conveyances to beneficiaries or partners
Changes in Trustee Documents facilitating the change(s) and appointing the new trustee(s)
Death of joint tenant Death Certificate of Joint Tenant
Transfer of Ownership from an estate Copy of recorded conveyance from the county or counties in which the property(s) are located, executed by the personal representative of the estate, and accompanied by supporting probate documents evidencing the authority of the personal representative to make the conveyance.
Chapter 11 Bankruptcy
  1. Plan of Reorganization
  2. Order Confirming the Plan of Reorganization
Chapter 7 Bankruptcy
  1. Recorded conveyance from the United States Trustee (as appropriate)
  2. Order Naming Trustee of Bankruptcy Estate