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answered on Feb 28, 2022
You may have to go to probate whether or not there is a will. Probate property is that property which does not have a beneficiary or a joint owner, and is not in trust. For example, IRAs often have beneficiaries. If the beneficiaries are living, the IRA would transfer without probate. Married... View More
My mother's estate has just received refund checks and I filed IRS taxes. Now expect State and Federal refunds
answered on Feb 23, 2022
You will need to file a Report of Newly Discovered Assets. Some counties provide a form, while you may have to make up the form for other counties. If your county has a form, it would be available online at the court website.
She passed away suddenly and I have the paperwork printed out, but need to know the easiest route to close her bank account, and switch the title to her truck into my name.
answered on Mar 3, 2021
I am sorry for your loss. If your mother's name was the only one on the bank account and the truck, you will need to open a probate estate. There are 3 different sizes of estates, based on the value of the probate assets. You should check the website of the probate court of the county where... View More
answered on Feb 4, 2021
The family is only responsible for the debt to the extent of the estate's assets.
My cousin passed away from cancer. Over 1 year later, his wife received a Bill from a large cancer treatment center. She had great insurance. He was receiving experimental treatment. The bill was denied because it was above usual and customary. $71,000
answered on Jan 23, 2021
According to recent Ohio case law, a creditor must deliver their claim to the estate's representative within 6 months of date of death. The cancer treatment center's claim should be denied.
He paid 60,000 of the add on and we paid the rest. He was never on any mortgage, taxes or insurance. He lived here for free and now my brother thinks I should have to pay him 1/3 of what my dad paid to the build 15 yrs ago. There are 3 of us children. Also, I was on all his checking and savings and... View More
answered on Jan 21, 2021
You owe your brother nothing. Your father could do anything that he wanted to do with his money, and he obviously wanted to invest in your home to provide himself with a comfortable place to live. And any bank account that had your name as joint owner now belongs to you.
My relatives had no children, and my mother is next of kin; but very elderly. I will be appointed administrator. Just need to fill out Release Form for Aunt and then full probate due to Uncle being survivor. Only had a house and one car. I am able to provide all records of assets, liabilities,... View More
answered on Nov 28, 2020
There are two ways an attorney can charge for an estate. One is hourly and the other is according to the value of the estate. You can contact attorneys and ask how they charge. Also many attorneys will give a complementary consultation where they estimate their fees. And you can check the Stark... View More
answered on Nov 20, 2020
Yes, you can file an Affidavit of Indigency, Supreme Court form 26.8. Depending on the county, there may be a hearing scheduled. It is means tested; you must be under 187.5% of the Federal Poverty Level.
My father passed away last month. The attorney who did the will is retired, possibly deceased. The bank named in the will as Executor has since been sold. They are telling me they don't do that, even though the will names the bank or it's successor. There is no real estate involved. Mom... View More
answered on Nov 9, 2020
You only need to go to probate if there are probate assets. Probate assets are those that do not have any of the following:
a joint owner
a listed beneficiary
or are not in trust.
It appears that there are no probate assets, but you could consult with a probate attorney to review and be sure.
Do we have to do two separate probate cases to switch from joint to just Dad, then one to us? Or can it be done in one case.
answered on Oct 19, 2020
You have to do two estates, unless the property was titled jointly with survivorship rights or if there is a Transfer on Death Affidavit recorded with the county. If it requires two estates, depending on the county where the decedents lived and how long ago they died you may be able to do a Real... View More
My father passed away a week ago. He didn't have a will or anybody appointed to take care of his estate. He had no life insurance either. It's just my sister and I and we are on the same page with everything. Just wondering about next steps legally for his estate. He had a little credit... View More
answered on Sep 28, 2020
It depends on whether your father had any probate property - property without a beneficiary, without a joint owner, and not in trust. If the bank account was in his name only, you will need to open an estate in probate court. Depending on the size of the probate assets, you may be able to do a... View More
What type of lawyer do we hire?
answered on Jul 22, 2020
You and your spouse should have separate wills. It is best to hire an estate planning attorney to draft them, as they can make sure that the wills are done properly according to state law. Costs vary, but most attorneys have a flat fee for wills and can tell you when you make an appointment to... View More
Do I have any rights as his legal daughter? What steps should I take?
answered on Jun 11, 2020
Your father had the right to include or exclude anyone he wanted. And good for him to give only to children who were speaking to him! If you wanted to be treated like his daughter after his death, you should have treated him like your father when he was alive; it is too late now!
answered on Mar 24, 2020
Usually there is a Court publication. Often the Court itself will take care of posting it for you.
3 surviving children. No will. need to remove her name. House owned Free and Clear. She has no creditors and no other assets.
answered on Feb 25, 2020
It depends on how the house is titled. If it says something similar to "for their joint lives, remainder to the survivor", then an Affidavit filed with the recorder can be used to transfer it. Otherwise probate will probably be required.
In my will, my two children will get 95% of my estate, and the remaining 5% will go to my four grandchildren. BUT, all my annuities, bank accounts, CDs, etc are POD to my two children. So how will my grandchildren get anything at all?
answered on Jan 17, 2020
As you are aware, any asset with a valid beneficiary will go to the beneficiary when you die. Only assets without beneficiaries, not held jointly, and not in trust will go to probate, where the will controls. One option is to trust your children to give part of their inheritance to their... View More
I am not able to pay the mortgage due to waiting for opers benefits and for his family's attorney to get everything put into my name. i need to know what i can do before our house is taken from us. Was planning on paying off mortgage once i received his opers benefits.
answered on Aug 22, 2019
The first thing would be to call the mortgage company and discuss the situation with them. They are often willing to wait for a while when there has been a death of the mortgage holder. You may have to reapply for the mortgage unless you were on the original mortgage.
Oddly, most of the estate has been finalized. Several loose ends to tie up. Since I live in MI and finishing this, I understand there is a fee to be bonded. That's first of many questions. Thanks
answered on Feb 19, 2019
First, check your mother’s will. Most wills state that no bond is required.
answered on Jan 26, 2019
I am not sure what you mean by “worded without order from the court. A will is only used when an estate goes to probate court. Property that has a beneficiary, a joint owner, or is in a trust pass outside of probate.
SSI is her only income and that all goes to rent.
answered on Dec 27, 2018
If she has no assets titled in her name alone, probate should not be necessary.
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