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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
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
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?
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
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
what is the criteria that makes circuit different from probate for an estate matter?
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
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
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
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
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
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?
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
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
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
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
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?
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
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
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
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
Boyfriend has legal POA and I was taking care of elderly when relative illegally removed him just to use his SSI checks.
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... View More
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
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?
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
My son (her grandson) lives on the property and I am making the mortgage payments. No will. No disputes
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
can this be done without an attys?
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
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
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
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.
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
. 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.
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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