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Questions Answered by Jack T. Carney
1 Answer | Asked in Estate Planning for Alabama on
Q: What happens, child lives with parent, parent dies intestate, child remains in the home, doesn't go to probate court.

Child was caregiver, lived with parent 6+years, over 60, on disability, cannot afford attorney, does not have mental capacity to understand process.

Property is a mobile home on property owed by deceased parent, there is no mortgage.

Jack T. Carney
Jack T. Carney
answered on Jan 10, 2018

When the owner of real property (land) dies without a Will, then title to the property will vest in the heirs at law after two years. If the child is an only child and the deceased parent was not married, then the title will vest in the child. The situation will be more complex if there as... View More

1 Answer | Asked in Probate for Alabama on
Q: What is the statue of limitation on probating a will? How long after death does the will becomes null and void?.
Jack T. Carney
Jack T. Carney
answered on Dec 26, 2017

The Code of Alabama provides the following "time limit" for probating a Will:

"Section 43-8-161

Time limit for probate.

Wills shall not be effective unless filed for probate within five years from the date of the death of the testator. If the testator was not...
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1 Answer | Asked in Probate for Alabama on
Q: can a will that was probated in 2012 still be challenged in the state of alabama
Jack T. Carney
Jack T. Carney
answered on Dec 5, 2017

If the Will was admitted to probate, then any challenge must be made within 6 months of the date of admission. See below for the applicable statute:

Any person interested in any will who has not contested the same under the provisions of this article, may, at any time within the six months...
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1 Answer | Asked in Estate Planning and Probate for Alabama on
Q: My mother died in a nursing home. Other than minimal clothing her remaining estate is only a checking account.

To my knowledge her checking account does not have payable-on-death provision. I have authorized checking privileges, have paid all her bills as her representative and I am the executor for her will. The will is simple and says to divide the remaining assets equally among my bothers and sisters.... View More

Jack T. Carney
Jack T. Carney
answered on Dec 5, 2017

The answer depends on how the account is titled. If you are a joint owner or still have access to the account after her death, you can distribute the remaining funds pursuant to the Will and you are done (no need to file the Will). This situation arose in my own family at the death of a... View More

1 Answer | Asked in Estate Planning and Probate for Alabama on
Q: All property of the deceased is to be divided equally, but only 1 child is on the deed to a home, and there are 2 kids?

My grandmother passed away, and per her will, all property should be divided per stirpes, and not per capita. My aunt is on the deed to my grandmother's home, but my mother is not. they are the only two children...since my aunt is on the deed to that house, does that remove that property from... View More

Jack T. Carney
Jack T. Carney
answered on Nov 9, 2017

You probably need to have an attorney review the deed for you before you are able to get a definitive answer. In general if someone else is listed on a deed and it includes the language “joint tenancy with rights of survivorship” then the surviving owner owns the entire property upon the death... View More

2 Answers | Asked in Probate for Alabama on
Q: When do I probate my Mother's Will?
Jack T. Carney
Jack T. Carney
answered on Nov 9, 2017

Typically we advise clients to probate a Will if there is a need to do so. For example, if there are any assets in your mother's name that you cannot access, it is likely that you would need to offer the Will for probate in order to get Letters Testamentary. These Letters give you the... View More

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1 Answer | Asked in Probate for Alabama on
Q: Can a "discretionary" testamentary trust provision in a will be voided via motion to the court?

This case is an Administration with the Will Annexed where the will was created BEFORE the Deceased spent 4 years in a Conservatorship that cost her most of her estate assets via nursing home costs, hospitalization and conservator fees. Now the "discretionary trust" (where the chosen... View More

Jack T. Carney
Jack T. Carney
answered on Nov 3, 2017

The basic answer is yes, a court can alter a trust arrangement and even terminate a trust where there is a change in circumstances. These proceedings must take place in the Circuit Court or in a Probate Court having "equity jurisdiction." There are several sections in the Alabama... View More

1 Answer | Asked in Probate for Alabama on
Q: is it legal for an executor to place funds from the sell of the home of the deceased into an out of state acct
Jack T. Carney
Jack T. Carney
answered on Nov 3, 2017

If a home is sold as an asset of a probate estate, then it would be proper for the proceeds of that sale to be placed into a bank account in the name of the estate (thereby keeping it as an asset of the estate). The estate account could technically be in any state (and would typically be where the... View More

1 Answer | Asked in Elder Law, Land Use & Zoning and Real Estate Law for Alabama on
Q: My sister is going into a nursing home..she deeded the house to me ..but I was told the state will take the house

I've been living with her for 5 years in her house...how can they take it if she deeds it to me?..she don't owe or anything of that sort

Jack T. Carney
Jack T. Carney
answered on Oct 20, 2017

Your best course of action may be to consult with an "elder law" attorney in your area. The rules on Medicaid eligibility can be complicated. Based on the situation you described, Medicaid could not take the home because your sister deeded it to you. However, Medicaid will deny her... View More

1 Answer | Asked in Probate for Alabama on
Q: Follow-up question to Jack Carney...

You just answered a question about probating a will and my brother not signing. My mother passed away in June 2009 and we paid for probate in January 2014. Can you advise on our next step? Should we just get another attorney?

Jack T. Carney
Jack T. Carney
answered on Oct 17, 2017

I cannot really give a specific answer as I do not know all of the facts and am not advising you as a personal attorney. However, if you paid for probate you may want to first revisit the issue with the attorney and inquire as to whether he or she will move forward with the probate without the... View More

1 Answer | Asked in Probate for Alabama on
Q: My godmother left me money in her will. Its been over 18 mos and it has gone thfough probate. How do i find out info

The final probate hearing was in july 2017. My aunt was the executor but a lawyer is in charge of disbursement im told. We dont know anything and I'm told the lawyer is in charge of when he sends the money to beneficiaries. How do i find out why it is taking this long and when it will be settled.

Jack T. Carney
Jack T. Carney
answered on Oct 17, 2017

You have a legitimate question and I would recommend you contact the lawyer handling the estate and simply ask him. It's an appropriate question. You can always contact the court and see if you can obtain copies of the last documents filed. Finally, you can always engage counsel to represent... View More

1 Answer | Asked in Estate Planning for Alabama on
Q: what can I do to finish probate for a Will that was started in 2014?

My mother passed away and in her will she left my sister and I everything. She left $1,000 to my brother (he has a drinking/drug problem and she didn't want to contribute to his habit). The attorney that we hired sent the letters out to inform my brother that we were probating the will and he... View More

Jack T. Carney
Jack T. Carney
answered on Oct 17, 2017

His waiver is not required to probate the Will. In this situation your attorney can file the Will for probate, get a hearing set, send notice to your brother and then attend the hearing. At the hearing the judge would review the Will and if all looks good would probably admit the Will to probate.... View More

1 Answer | Asked in Probate for Alabama on
Q: I'm a heir in an estate and can't afford an Attorney can I be appointed one? Executor over estate is my brothers mom

and he is also heir and has stolen everything and his mom has helped please I need help legal aid or pro bono want help me don't know where to turn she stepped down and left me with being the executor nothing was done by my daddy's will

Jack T. Carney
Jack T. Carney
answered on Oct 12, 2017

Unfortunately you are not entitled to appointed counsel for estate matters. You may be able to qualify for pro bono assistance if your income is below a certain level. A second option would be to find a lawyer who takes cases on contingency (meaning they get paid if they help you recover assets). A... View More

1 Answer | Asked in Juvenile Law and Probate for Alabama on
Q: I am 18 and I am on probation. Can I move out of my parents without getting in trouble with my probation officer?
Jack T. Carney
Jack T. Carney
answered on Oct 12, 2017

I am not familiar with juvenile law or probation rules, but I have a couple of thoughts. First, Alabama does not consider someone an adult until age 19 (so you may be limited doing something without parents permission unless you pursue emancipation). Second, you may just want to ask your probation... View More

1 Answer | Asked in Estate Planning for Alabama on
Q: How does one renounce or transfer executorship of an estate in AL? Does it require a court appearance?

If one has been granted executorship through probate in Alabama, what is the process for renouncing / transferring the status to a willing individual (family member). Does the person in question need to make a physical appearance before the probate judge?

Jack T. Carney
Jack T. Carney
answered on Oct 9, 2017

If a person has not yet been appointed (i.e. granted Letters Testamentary) then they may renounce by writing and do not need to make a court appearance. If already appointed, it will require a resignation and may require a court appearance (by the individual or their attorney). The Executor who has... View More

1 Answer | Asked in Probate for Alabama on
Q: I personally loaned money to a person who died. I have a notarized contract. His estate has not been probated.

He owned property jointly with his still living, but in poor health, wife. I want to wait until her death since she is financially struggling and I don't want to hurt her. Can I wait until her death and figure both their estates will be probated and file for payment at that time?

Jack T. Carney
Jack T. Carney
answered on Sep 26, 2017

It might be a good idea to address the debt now. If the deceased was the only name on the note, then your only option for collection would be his estate. Once his wife dies, you would not be able to collect against her estate (as you can only collect against her estate for HER debts). It does not... View More

1 Answer | Asked in Probate for Alabama on
Q: Is an unfinished home's mortgage considered a debt when an estate is being probated?

Home was halfway finished when the person died. The home has a large construction loan that would exceed the amount of the inheritance. The will was in order, and assets are equally divided between the children and current spouse.

Jack T. Carney
Jack T. Carney
answered on Sep 26, 2017

A mortgage would typically be a debt of the estate and the mortgage company would be entitled to file a claim. Whether the construction was complete or not, if the decedent signed a promissory note, the estate is probably liable. However, claims only need to be paid if the creditor files a timely... View More

1 Answer | Asked in Probate for Alabama on
Q: Does daughter in law have rights as heir in Alabama?

My mother died 18 mos ago without leaving a will. My brother and his wife lived in her home at the time and after her death. My brother died 6 months ago and his wife now assumes that the home belongs to her. I am the only surviving child. Does she have a share in this home as an heir? Property has... View More

Jack T. Carney
Jack T. Carney
answered on Sep 26, 2017

It appears that she would have an interest in the home, but as an heir of your brother's estate. When your mother died, the home vested in you and your brother. As your brother survived your mother, his interest in her home is in his estate and will pass pursuant to his Will or to his heirs if... View More

1 Answer | Asked in Probate for Alabama on
Q: Should I file to have the Administrator removed or Accounting and Compel Final Settlement? Can I recover attorney fees?

I live in Va. My father died in Al. in 2010 unmarried and without a will. He was a teacher age 59. He owned 2 homes his primary residence in Al and another in Fl along with 13+ acres of land. These are all listed on the petition of administration that I received from an attorney in 2010. The... View More

Jack T. Carney
Jack T. Carney
answered on Sep 25, 2017

A beneficiary has a right to request an inventory and accounting at any time. Given the amount of time that has passed, it might be prudent to file a petition to compel an accounting and final settlement of the estate. Most probate courts would require you to retain an attorney to file these... View More

1 Answer | Asked in Estate Planning for Alabama on
Q: In Alabama, does a Revocable Living Trust require a notary and two witnesses or only a notary?
Jack T. Carney
Jack T. Carney
answered on Sep 25, 2017

Both are a good idea, but either one should be sufficient. Neither are legally required. Alabama Code sections 19-3B-401 and 19-3B-402 address the requirements to create a trust. Yet, having some proof of execution would really help if there is any debate about the execution of the trust.... View More

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