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New York Probate Questions & Answers
3 Answers | Asked in Estate Planning and Probate for New York on
Q: My parent passed away (no siblings, only child) and left a will. Trying to manage estate matters with one major issue.

The will was created while I was a minor and never updated. I am an adult now. In the will, personal representatives are named. Only one is still present. In filing documents with the court, I was told that I am unable to receive the paperwork needed because of these representatives being named.... View More

Inna Fershteyn
Inna Fershteyn
answered on Nov 1, 2023

You will definitely need a lawyer on this one. It's a complex NY Probate matter. What are the assets of the estate? Makes me very sad that people didn't do a Trust instead of a will. Also, you could have filed for ADMINISTRAITON without a will and avoided all the headache alltogether... View More

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1 Answer | Asked in Gov & Administrative Law and Probate for New York on
Q: How do I go above a corrupt courts head? Clerk would not even accept documents to file appeal making me untimely?

Probate court has violated every rule and law as well as executor even criminal I believe but I can't afford an attorney. What do I do?

T. Augustus Claus
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answered on Sep 29, 2023

If you believe that the court is acting improperly, you may be able to file a complaint with the judicial conduct board or another oversight body. You might also attempt to file your appeal in a higher court, but failure to meet deadlines may be problematic.

1 Answer | Asked in Foreclosure, Real Estate Law, Estate Planning and Probate for New York on
Q: Is this fraud and if so, do I have legal recourse to do anything about it?

When my mother died in 2019, I unwittingly inherited a $100K Wells Fargo home equity loan from 2011 that it's my understanding was never paid back, either by her or by my late father. She had been claiming to pay off the loan using my SSI funds, and only in 2022 did I find out that was not... View More

Carl Nelson
Carl Nelson
answered on Sep 19, 2023

While an estate can owe funds for debt of a decedent which can be deducted from the distribution of their assets, you would not be liable on a loan you did not sign (in other words, you cannot “inherit” a loan). You can, however, inherit real estate and that real estate may be encumbered by a... View More

1 Answer | Asked in Family Law, Estate Planning and Probate for New York on
Q: My sister left mutual fund money to my mother but my mother’s death preceded the death of my sister. My sister’s husband

also died and before that his brother was appointed his guardian as he had dementia. Am I entitled to this money or should it go to my sister’s husband’s family? This happened in New York City.

Marco Caviglia
Marco Caviglia
answered on Sep 19, 2023

The term "left" is ambiguous. If the mutual fund had someone as the beneficiary and that beneficiary predeceased, the fund reverts to the decedent's estate. If the mutual fund was bequeathed in a will, then the will must be reviewed to determine if someone else specifically gets... View More

2 Answers | Asked in Estate Planning and Probate for New York on
Q: My father past away. We don't know if he left a will or a trust. How do I find out.

There's 2 other siblings

Marco Caviglia
Marco Caviglia
answered on Sep 19, 2023

Check the Surrogate's Court of the county he might have filed his will, typically that of his residency, for a will. If nothing is there, contact the attorneys you are aware he most recently used for legal matters. If that's a dead end, run an advertisement in the local bar association... View More

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1 Answer | Asked in Family Law, Estate Planning and Probate for New York on
Q: PR, what happens when a beneficiary included in a Will is deceased but has a surviving spouse and children?

My grandparents passed away and left a Will where all grandchildren are beneficiaries. My grandparents' children are deceased. The house is up for sale. There are six grandchildren, of which one is deceased, but has a living spouse and two children. We are unable to locate them to inform... View More

Marco Caviglia
Marco Caviglia
answered on Sep 9, 2023

Distribution of assets down the lineage to classes of beneficiaries depends upon the specific wording of the Will, which must be reviewed, as a determination of whether the testator's intent was that the estate assets were to pass down the lineage by per stirpes or per capita must be made.... View More

1 Answer | Asked in Estate Planning and Probate for New York on
Q: My mother died in 2001 without a will. How do I retrieve my property?

My mother died in 2001 without a will. I have two brothers, one has passed away. The property left without a will is located in Barneveld, NY. It is 5 acres. My brother who passed away was the executor of the estate. I asked him for years to give me my portion of the property or buy it from me. He... View More

Marco Caviglia
Marco Caviglia
answered on Sep 4, 2023

In NYS, if your mother died a widow and without a will, then your brother was never an executor. If he was an administrator recognized by the court there is a record of that in Surrogate's Court. If you are entitled to a share of the property in this if your mother died intestate (without a... View More

1 Answer | Asked in Civil Litigation, Estate Planning and Probate for New York on
Q: Do I need a lawyer after I signed a paper work in 2017 due for my sister to be an administrator because I nearly died ?

My mom died as well in 2017 and she had filed a lawsuit in 2014 and we had to show proof that she was our mother , so if something were to happen that we take over and what ever she would be receiving the money would be split between us . Sadly she passed and it went dormant for years until my... View More

Tim Akpinar
Tim Akpinar
answered on Sep 3, 2023

I'm sorry for your family's loss. It would probably be better for an attorney who practices in the Probate & Estate Planning areas to offer guidance to you. The question is posted under Civil Litigation, and that's probably why it wasn't picked up. The issues you describe... View More

1 Answer | Asked in Probate for New York on
Q: My mom left me her car in her will and I will pay it off with the money from her small estate. If the estate in New York
Bonnie Lawston
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Bonnie Lawston
answered on Aug 24, 2023

It depends on the language in the Will if you can use estate funds or take the asset subject to the lein. More often you can and should pay off the debt with estate assets. A careful review of the Will provides the answer.

2 Answers | Asked in Estate Planning and Probate for New York on
Q: My mother died in 2001 without a will. How do I retrieve my property?

My mother died in 2001 without a will. I have two brothers, one has passed away. The property left without a will is located in Barneveld, NY. It is 5 acres. My brother who passed away was the executor of the estate. I asked him for years to give me my portion of the property or buy it from me. He... View More

Anthony M. Avery
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answered on Aug 21, 2023

Hire a NY attorney, not a title outfit. He will need to determine heirship, search the title, and ultimately determine who owns the tract. Who has been paying taxes? If not you, it may already be someone else's. Probate might be required, but probably heirship and/or taxes control... View More

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2 Answers | Asked in Estate Planning and Probate for New York on
Q: My mother died in 2001 without a will. How do I retrieve my property?

My mother died in 2001 without a will. I have two brothers, one has passed away. The property left without a will is located in Barneveld, NY. It is 5 acres. My brother who passed away was the executor of the estate. I asked him for years to give me my portion of the property or buy it from me. He... View More

Bonnie Lawston
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Bonnie Lawston
answered on Aug 24, 2023

If he is the appointed executor by the probate court, you can make a motion to substitute him as executor because he has passed and the estate assets have not been distributed. The executor cta or new executor will then sell the property, satisfy any outstanding debt and make the distribution in... View More

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2 Answers | Asked in Estate Planning and Probate for New York on
Q: Good afternoon,If a person dies, the person is married, had a will initially with the spouse in it.changes his will on

Death bed and took the wife off, He's passed away,so do the wife still have rights. They was still married.

Bonnie Lawston
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Bonnie Lawston
answered on Aug 24, 2023

Yes, in NY the spouse needs to file a claim aka a right of election within the statute of limitations period or be barred forever.

you cannot disinherit your spouse. In other words, under New York Probate law if you do not get along with your spouse, but choose to stay married, you cannot...
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1 Answer | Asked in Military Law and Probate for New York on
Q: What can I do? Is it too late ? How to file myself?are there contingency lawyers or pro bono lawyer for this kind case?

My dad died 2019 of lung cancer his ex wife remarried him 6months before he died with a mentally handicapped kid as witness after knowing he had lung cancer took new truck car whatever he had left and gave nothing to me or brother or grandkids I was too upset how things went down to deal w things... View More

Aaron Mark Pack
Aaron Mark Pack
answered on Jul 12, 2023

I'm sorry for the loss of your father. We lose our elderly Veterans population at a depressing rate.

I would bounce this question off of a family lawyer and maybe a probate lawyer in the jurisdiction where they were allegedly married and where he died.

There are so many moving...
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1 Answer | Asked in Estate Planning and Probate for New York on
Q: My mom past away and had no will or anything like that but had a bank account but it only has 2,000 how do i get it.

2,000 to 3,000 in the account I dont want to do probate for only that

Bonnie Lawston
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Bonnie Lawston
answered on Jun 17, 2023

You should first speak with the legal department. Some banks such as BOA, may allow an affidavit to be completed. Other banks may require the appointment of a fiduciary such as yourself by the Court to collect the funds. Due to the amount, it would be a small estate proceeding. You can contact... View More

4 Answers | Asked in Real Estate Law, Estate Planning and Probate for New York on
Q: Real Estate issue

Hi I’m reaching out for advice because I don’t know what to do. I’m currently living in a brownstone with my daughter in NYC where I was born, raised, and lived the majority of my life. It is my grandmothers brownstone who also grew up here. My grandmother, who I love with all my heart,... View More

Elaine Shay
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Elaine Shay
answered on May 30, 2023

If your aunts inherited the property, they would generally have the right to sell the property. However, the sale of the property does not result in your immediate eviction. Instead, as a tenant or an occupant in possession of the property for more than 30 days, the owners of the property would... View More

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2 Answers | Asked in Estate Planning, Family Law, International Law and Probate for New York on
Q: Is a Heir Search required in NYC if we as the stepchildren are named in the will of our stepfather who came from Poland?

My stepfather came from Poland at ten years old with only one brother and parents (all deceased). He was with my mom for forty years and never mentioned Polish relatives as he was here since a child. He named me and my siblings in his will specifically. I am named executor of his estate in NYC. The... View More

Michael David Siegel
Michael David Siegel
answered on May 12, 2023

Even if there is a will, the next of kin must be cited, as the next of kin is a necessary party. Here, you do not know the next of kin, as it will likely be a cousin. Thus, the court is right. However, you can do your own search. Call the Polish consulate in NYC, and see if there are records... View More

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2 Answers | Asked in Estate Planning, Family Law, International Law and Probate for New York on
Q: Is a Heir Search required in NYC if we as the stepchildren are named in the will of our stepfather who came from Poland?

My stepfather came from Poland at ten years old with only one brother and parents (all deceased). He was with my mom for forty years and never mentioned Polish relatives as he was here since a child. He named me and my siblings in his will specifically. I am named executor of his estate in NYC. The... View More

Bonnie Lawston
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Bonnie Lawston
answered on May 12, 2023

If the decedent has no children or spouse the Court requires an affidavit of Heirship. Sometimes the attorney draftsman will take information directly from the testator now the decedent and he can provide a supporting affidavit. Your attorney should submit an affidavit of Heirship if someone can... View More

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1 Answer | Asked in Probate for New York on
Q: Hello, my question is in regards to the petition for probate of a will in Nassau county

I am doing this Pro Se .Do I need to include all possible heirs on question #6 (distributees) even though they will not be getting anything on this will?

Bonnie Lawston
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Bonnie Lawston
answered on May 5, 2023

Yes, all necessary heirs per EPTL must be listed. They must submit a Waiver or you will be required to serve them with a Citation that will summons them to Court on the return within the required time depending on their residency and where you serve them. Once service of the citation is complete... View More

3 Answers | Asked in Family Law and Probate for New York on
Q: 97 yo aunt - no kids, sibblings, no will. 19 nieces/nephews -16 had no relationship with her. Can they be excluded?

There are 19 nieces/nephews - 16 of then live oversears and/or had no role/interest in caring for our aunt or her health. Many of then are well off financially and dont need this money. Only 3 of us took care of her for 25 years. Can the 3 of us prevent them from benefiting from the Estate of... View More

Gary Krim
Gary Krim
answered on Apr 24, 2023

If your aunt has no Will and wants to make one, it is up to her to decide how where her estate should go, free of any undue influence which might jeopardize the validity of the Will. This assumes she is competent to make a Will. If she is not competent to make Will, or has already passed, then all... View More

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2 Answers | Asked in Estate Planning, Real Estate Law, Elder Law and Probate for New York on
Q: What needs to be done when there's a life estate on a property, the life tenant dies & owes $ to a rehab nursing center?

Hello,

My father died in early January of this year. He held a Life Estate on his home and my sister is listed as the remainderman on the deed. We filed the death certificate with the Town of Riverhead.

My father owes a large sum of money to the rehab nursing center he was in when... View More

Carl Nelson
Carl Nelson
answered on Mar 28, 2023

It depends whether the nursing center had a judgment against your father before he died. If so, a judgment entered in the same county as the property would form a lien on the property which would survive a change in ownership (such as that occurred upon his death). Since your sister would be the... View More

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