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Questions Answered by Jack T. Carney
1 Answer | Asked in Estate Planning and Probate for Alabama on
Q: My Dad recently passed leaving everything to my Brother and I in his Will. Will we need Probate if Division is Agreed?

He owned a Mobile Home on a rented lot (2 payments left on mortgage) a Truck & Motorcycle (Both Paid For & Titled) a Second Motorcycle (6 Payments left) and misc. items such as furniture, household goods, tools etc. As for Bills, he just has the standard Utilities ( Power, Water, Gas etc.),... View More

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

In general one opens a probate estate in order to legally transfer title from the deceased to the living beneficiaries. If you are able to get title or assert ownership of all assets, then a probate administration is not necessary. For example, a car can be transferred without probate (there is a... View More

1 Answer | Asked in Estate Planning, International Law and Probate for Alabama on
Q: Hi, my Aunt passed 5 years ago. The money was supposed to go to Syria, my family there couldn't accept it.

The attorney and executor insists that they sent the money to Syria, however there is no paper trail. The money and a substantial amount of property has been sold and money has disappeared in the hands of the attorney and executor. What legal rights do my siblings and I have? What do we need to do?

Jack T. Carney
Jack T. Carney
answered on Sep 15, 2017

It sounds like a tough situation and the options really depend on a lot of facts about the case that cannot be efficiently conveyed here. In general if there was an Executor, I would assume there was an estate administration in the probate court. That court has/had jurisdiction over the assets and... View More

2 Answers | Asked in Estate Planning, Family Law, Traffic Tickets and Probate for Alabama on
Q: If there is no property no money in a bank do you have to open up a estate after someone is deceased and there is a will
Jack T. Carney
Jack T. Carney
answered on Sep 14, 2017

It usually does not make sense to spend money to open an estate when there are no assets. There may be other reasons to open an estate, such as if an estate would need to be a party in a lawsuit. For example, in a wrongful death case an estate may be opened even though there are technically no... View More

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1 Answer | Asked in Probate for Alabama on
Q: What would prompt someone to want to move an estate matter between siblings of the deceased from probate to circuit

what is the criteria that makes circuit different from probate for an estate matter?

Jack T. Carney
Jack T. Carney
answered on Aug 13, 2017

Removing a probate case to circuit court is not uncommon and any party can remove it at any time. There are many reasons, one of which is that the circuit court may provide a more formal setting, which can be important if the estate involves complicated matters. Many probate judges are not... View More

1 Answer | Asked in Probate for Alabama on
Q: Would my sister's adult children receive the money from my father's estate?

My father passed away within the past several months. He left no will and we are all going through probate to get the money divided. My sister is in very poor health and may not live to see it through the end of probate (which our attorney said could be another nine months). If she passes away... View More

Jack T. Carney
Jack T. Carney
answered on Aug 7, 2017

I am sorry for your loss. As your sister survived your father, her share of his estate would pass to her estate should she pass away before your father's estate is settled. Therefore, those assets would pass according to her Will (if she has one) or to her heirs (if she does not). I would... View More

1 Answer | Asked in Estate Planning and Probate for Alabama on
Q: If the beneficiary of a testamentary trust (TT) dies before the settlor, does the TT still get created and/or probated?

My father established a trust for me and my brother. I was to receive 1/2 outright, my brother was to receive the other half through a testamentary trust (TT). However, my brother died six weeks before my father. There was no time to amend the trust or will before my father's death. Does the... View More

Jack T. Carney
Jack T. Carney
answered on Jul 24, 2017

The terms of the document itself will govern whether the trust needs to be created. The document will also control what happens to your brother's share, as he did not survive your father. Most Wills will state what happens if a beneficiary did not survive the Testator. For example, many... View More

1 Answer | Asked in Estate Planning and Real Estate Law for Alabama on
Q: My mother and I own a home in Alabama. My brother wants to buy it. Our mom suffers from dementia. Mom and bro there.

My brother has been the caretaker of mom for the last 5 years. It makes sense to sell him house. I live in NY and mom can no longer make decisions. What should I do?

Jack T. Carney
Jack T. Carney
answered on Jul 19, 2017

If your mom is on the deed, she will need to be able to sign at any closing. If she no longer has capacity, then someone will need to sign for her. In order to be able to do it for her you will need a Power of Attorney, if you have one, and if not, then you would need to go to court to seek... View More

1 Answer | Asked in Probate for Alabama on
Q: I had a family member pass who named a relative as executor and beneficiary. The will was probated, but all assets were

not distributed before the executor/beneficiary passed away a little over a year later. Does everything pass into that initial benificiaries estate and is the executor of her estate now the executor of the first family member to pass? I didn't know how far reaching survivorship clauses(?)... View More

Jack T. Carney
Jack T. Carney
answered on Jun 27, 2017

Speaking generally, if an Executor passes away during the course of an administration, the successor Executor will be the next person named in the Will that appointed the original Executor. If there is no successor, then the Court will appoint someone to serve in that role. We always look to the... View More

1 Answer | Asked in Estate Planning, Appeals / Appellate Law, Juvenile Law and Land Use & Zoning for Alabama on
Q: Can a trustee be replaced with a conservator because trustee is incompetent (82 yrs old/unhealthy/nearly deaf)? Case?
Jack T. Carney
Jack T. Carney
answered on Jun 15, 2017

If a Trustee serving under a trust agreement becomes incapable of serving in his or her role, a beneficiary can petition a court to remove that Trustee and replace them with a successor Trustee pursuant to the terms of the document. If the document has no provisions for a successor or if, for... View More

1 Answer | Asked in Probate and Consumer Law for Alabama on
Q: What happens to life insurance if beneficiary dies before payout?

My mother lived in Huntsville Ala, Her common law husband passed away on may 12th she was listed as the beneficiary of his life insurance, However she passed away on the 21st before the insurance paid out. What happens to the money from life insurance now?

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

The most likely result is that the insurance proceeds would be payable to her estate. It would be necessary to open an estate administration in order to file a claim. You may want to contact the insurance company and see if the particular policy has a survivorship requirement (in other words must... View More

1 Answer | Asked in Probate for Alabama on
Q: Do you have to be a Alabama resident to Probate a estate with no will
Jack T. Carney
Jack T. Carney
answered on Jun 2, 2017

Yes. In order to serve as the Administrator of an "Intestate" estate (meaning no Will), a person must be a resident of the State of Alabama. You can of course file the paperwork to open the estate, but the Administrator must be a resident. If there are no family members available to... View More

1 Answer | Asked in Real Estate Law and Probate for Alabama on
Q: how to transfer deed into my name from dead parent

I am a only child . I have lived in my farther"s home for 9 years. My name is on the tax record and i pay all taxes. There was no will and no one else has clam to the house. I want to know what I need to do to get the name on the deed changed to mine.showing that I have ownership so I can get... View More

Jack T. Carney
Jack T. Carney
answered on May 21, 2017

I would recommend you contact a local probate or property attorney and ask about "heirship affidavits." Real property (land) vests in the heirs after two years. If you are the only heir, then you have legal ownership of the property, yet you need to have a way to show that ownership on... View More

1 Answer | Asked in Family Law and Elder Law for Alabama on
Q: How legal is it for one party to illegally remove an elderly person from a safe home with Power Of Attorney over them?

Boyfriend has legal POA and I was taking care of elderly when relative illegally removed him just to use his SSI checks.

Jack T. Carney
Jack T. Carney
answered on May 16, 2017

Speaking generally, if a person holds a power of attorney over an individual, they owe that individual a duty of care to perform acts in that individual's best interest. When other people feel they are not fulfilling that duty there are several options for recourse:

1. If the...
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1 Answer | Asked in Probate for Alabama on
Q: My mom lived and died in Alabama, but owns property in WV. Do we need to list the WV property when we probate in AL
Jack T. Carney
Jack T. Carney
answered on Apr 16, 2017

It depends on the type of property. If it is "real property" meaning land, then the probate court in Alabama would not have jurisdiction over the property. The probate in Alabama would have no effect on the out of state land. Typically an estate owning out of state land will need a... View More

2 Answers | Asked in Estate Planning for Alabama on
Q: I have a questions about Trusts.

My mom will be getting a settlement soon and she is also on disability. SHe has the opportunity to put it in a trust but she doesn't how they work. Can you get money out any time she would like to?

Jack T. Carney
Jack T. Carney
answered on Mar 24, 2017

Not exactly "any time" as a trust does have some restrictions (and needs to if she is on needs based government assistance). However, the trust would be for her sole benefit and the Trustee would be responsible for seeing that she is well cared for with the funds. If a trust is needed to... View More

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1 Answer | Asked in Probate for Alabama on
Q: Mom passed,No will, I'm the only heir, the only asset was property that is mortgaged. No debt, Do I need Probate?

My son (her grandson) lives on the property and I am making the mortgage payments. No will. No disputes

Jack T. Carney
Jack T. Carney
answered on Mar 21, 2017

Probate is probably not necessary in your situation. If you are the only child, then the real property "vested" in you at her death. I do recommend taking some steps to get the property into your name or your child's name. You can accomplish this name change with "heirship... View More

1 Answer | Asked in Probate for Alabama on
Q: How are Probate attys paid? A flat fee? A percent of estate? If so what present is usual? Can I do it without aty

can this be done without an attys?

Jack T. Carney
Jack T. Carney
answered on Feb 22, 2017

Most courts will not allow an individual to probate an estate without an attorney. There are also just too many pitfalls in doing it yourself. Most attorneys charge hourly, but some do charge a percentage. I would recommend working with an attorney who charges an hourly fee. In that situation you... View More

1 Answer | Asked in Probate for Alabama on
Q: My Dad died in December of 2015. Prior to his death his wife who is not our mother used her power of attorney to deed

property to herself to make sure we would not inherit anything upon his death. We had it reversed to be put back in his name only. But now we are being told that she can inherit the first $50,000 plus half of whats left. Then we would get the scraps which is not much. Is this correct because... View More

Jack T. Carney
Jack T. Carney
answered on Feb 21, 2017

Your research skills are good! If she is not your mother then her share is 1/2 of the estate (assuming he died without a Will). There are some other benefits she can claim as a surviving spouse which could enhance her share by about $30,000. These are called the statutory exemptions and allowances... View More

2 Answers | Asked in Probate for Alabama on
Q: Is it necessary to probate my mothers will who passed away 7 mos ago if her house is appraised at only $28,000?

I have siblings and my sister currently lives in the house. We would like to keep the house for a while and are not ready to sell but the will states the house be sold and divided equaly but does not state a time frame.

Jack T. Carney
Jack T. Carney
answered on Feb 21, 2017

If the house is the only asset, you may not need to probate the Will. Alabama law provides that real property vests in the heirs at death. There is a document called an "heirship affidavit" that can be recorded with a new deed to place good title in the names of the heirs. You may want to... View More

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1 Answer | Asked in Real Estate Law, Estate Planning and Family Law for Alabama on
Q: Our daddy died without a will or anything. Me and my sisterstep are heirs to the house. We decided to sign it over to

. We were just going to sign it over to our step mother . Some things have changed and now I am not willing to sign. My sister are willing to sign. Can I be made to give up my 3rd or how will this work. In Alabama.

Jack T. Carney
Jack T. Carney
answered on Feb 10, 2017

If he died without a Will, you, your sister and your stepmother are probably the heirs to the property and you each will own a certain interest. Even though no one can make you sign over your interest, the other co-owners could force a sale for division. You would be entitled to fair compensation... View More

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