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Questions Answered by Douglas Edmunds
3 Answers | Asked in Probate for Arizona on
Q: Can a PR (who is also a beneficiary) withhold inheritance until beneficiary sign a waiver/release/contract?

And Does a beneficiary have to waive all their rights in order to get an inheritance?

Douglas Edmunds
Douglas Edmunds answered on Jul 20, 2020

A waiver like this is pretty normal. The Trustee is generally wanting to make final distributions and close the estate. They want the beneficiaries to acknowledge that they have received what they were entitled to, and are not going to try to later sue the Trustee or the Estate. If you have... Read more »

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1 Answer | Asked in Probate for Arizona on
Q: My father passed away a few weeks ago and my mother is in A assisted living with dementia. We found no will

How do I go about selling their manufactured home and collect on his life insurance policy to pay off his bills.

Douglas Edmunds
Douglas Edmunds answered on Jul 20, 2020

This could be a tricky situation.

Life Insurance - it just depends on who the beneficiary of the policy is. If you are the beneficiary, then submission of a death certificate and a little paperwork for the company will be enough. If mom is the beneficiary it is similar, but obviously her...
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2 Answers | Asked in Estate Planning and Real Estate Law for Arizona on
Q: Can one attorney handle deed issues in 2 different counties in Arizona?

Mom is in hospice in Texas. She owns a property in Maricopa and Gila counties. Will need to get daughters name added to the deeds of these properties and on the Maricopa property we need to remove her husband who passed away.

Douglas Edmunds
Douglas Edmunds answered on Jun 5, 2019

It can be done. The most difficult part of something like this is ensuring that the former spouse can be removed simply. How easy that is depends on how they held title together. Finally, a beneficiary deed might be a better fit than adding daughter to the deed. It depends on the reasons for doing... Read more »

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3 Answers | Asked in Bankruptcy for Arizona on
Q: I filed a Chapter 7 in May of 2018, after my 2017 return was spent on reasonable things. Can the trustee ask for tax

returns that I file for in 2019? What would happen if I didn't pay them? I am considered a low-income family.

Douglas Edmunds
Douglas Edmunds answered on Jan 8, 2019

If your case is still open, it is possible that you will have to turn over a portion of your return. The amount would likely be 5/12 of the refund you receive because you filed in May. If you have any attorney, they can assist you in determining how best to handle this. Ultimately, if your trustee... Read more »

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