Lawyers, Answer Questions  & Get Points Log In
Questions Answered by Ryan K Hodges
2 Answers | Asked in Estate Planning and Probate for Arizona on
Q: Somehow my dad's ex girl friend was a beneficiary on his bank account and took 117000 out can I contest the beneficiary

they haven't been together in over 7 years and they only dated for 4. I can't even believe he had her on the account in the first place. Also, it was in a money market account not his checking shouldn't the money market account have a different beneficiary

Ryan K Hodges
Ryan K Hodges answered on Aug 7, 2020

You could challenge the beneficiary designation. It may be difficult though and would heavily depend on the facts of your situation. You should consult a probate litigation attorney.

View More Answers

2 Answers | Asked in Probate for Arizona on
Q: My brother and I are the only 2 hiers for my mother which I am executor my mother was willed a house but did't transfer

My mother did not transfer deed before she passed I am currently living in house it is going to be separate probate is my brother entitled to half

Ryan K Hodges
Ryan K Hodges answered on Jul 28, 2020

You should consult an attorney and provide the relevant documents and wills for the two estates. The house will probably still pass to your mom's estate and then would pass to her two heirs equally unless there are wills or other documents that would change this result.

View More Answers

3 Answers | Asked in Probate for Arizona on
Q: My mom died without a will Dec 2, 2019. Her only major asset is the house, located in Park Scottsdale.

There is a reverse mortgage and credit debts, as well as this year's property tax, probably totalling a little over $300,000. This area is being re-developed- a teardown was bought across the street and the new build sold for 1,150,000. Our lot is about 1/4 acre, to be sold as is. How do I... Read more »

Ryan K Hodges
Ryan K Hodges answered on Jul 27, 2020

To be a small estate, the estate must have less than $75,000 in personal property (bank accounts, cars, investments, etc.) and less than $100,000 in equity in real estate. The valuation for the property is determined by the county tax assessed value. You can also deduct any mortgages owed on the... Read more »

View More Answers

2 Answers | Asked in Probate and Estate Planning for Arizona on
Q: Do you have to wait 6 months to file the small estate affidavit?
Ryan K Hodges
Ryan K Hodges answered on Jun 25, 2020

If the small estate affidavit is for real property, then yes. You also have the option of opening a normal probate if you do not want to wait that timeframe.

View More Answers

2 Answers | Asked in Estate Planning and Probate for Arizona on
Q: As successor trustee of my mother's revocable trust, am I required to transfer title of her property?

My mother passed away a month ago. I am successor trustee of her revocable trust and executor of her will (she resided in AZ). I plan on selling her property right away. Am I required to transfer title in c/o my name as TTE? It was suggested I file informal probate bc she owed a substantial amount... Read more »

Ryan K Hodges
Ryan K Hodges answered on Jun 8, 2020

If the assets are still titled to your mom personally, then you may need to file a probate to transfer them to the trust. If they are already titled to the trust, then you do not need to retitle them with you as trustee. However, you should inform banks that you are now the acting trustee.... Read more »

View More Answers

1 Answer | Asked in Elder Law for Arizona on
Q: Hi, What limits exist on transferring a home to an SSI/SSA receipient without effecting benefits? Thanks
Ryan K Hodges
Ryan K Hodges answered on May 18, 2020

Thank you for your question. Unfortunately, it is a complicated one that requires more information. There could be multiple options depending on the circumstances of the individual and who is transferring the house. This is a vague answer because your question raises a lot of issues. I recommend... Read more »

2 Answers | Asked in Probate for Arizona on
Q: If an estate is in probate, do creditors file a claim with the court or with the estate's executor?
Ryan K Hodges
Ryan K Hodges answered on May 13, 2020

In Arizona, you can actually do either one. You can also file a lawsuit against the estate if that is appropriate.

View More Answers

2 Answers | Asked in Estate Planning for Arizona on
Q: Will a trust with specific recipients, keep property and funds to those individuals if I exclude spouses and ex's?

or will CA or AZ law grant 50% to spouse? This includes equity in home to be kept as family home and an account of $100000. Is there a safe way to avoid the 50%

Ryan K Hodges
Ryan K Hodges answered on Apr 23, 2020

Gifts or devises made to a married person in AZ do not automatically become community property. They are retained as separate property unless the married person does something to compromise that status like putting the money into a joint account with the spouse. This can be avoided by keeping the... Read more »

View More Answers

2 Answers | Asked in Probate for Arizona on
Q: If someone had given me power of attorney of his estates and money and then he passed how do I claim what he left?

My sister was seeing a man for a few yrs that was older than her. He had no family and wasn't married and wanted to leave everything to her. He had several homes and was very wealthy. About 2 yrs ago he drew up a power of attorney leaving everything to her and had it notarized with 2... Read more »

Ryan K Hodges
Ryan K Hodges answered on Mar 28, 2020

You are calling the document a power of attorney, but it sounds like it was actually a last will and testament. You should contact an attorney to look it over and see what it actually is. The attorney should be able to help you determine next steps as well.

View More Answers

1 Answer | Asked in Probate for Arizona on
Q: Does executor of a will have to show a the will even if it doesn't go to probate
Ryan K Hodges
Ryan K Hodges answered on Mar 13, 2020

Technically no. But an interested party good get a court order to have get it. If an heir needs the will to get an inheritance or to deal with the estate assets, then the heir should be able to get it.

1 Answer | Asked in Probate for Arizona on
Q: If I am the representative of my husband's estate in AZ, can I purchase his houses with my personal funds?
Ryan K Hodges
Ryan K Hodges answered on Feb 23, 2020

Probably yes but you need to make sure you purchase it for a fair price especially if there are other heirs. You should probably even get all the heirs to agree on the price.

2 Answers | Asked in Estate Planning, Banking and Elder Law for Arizona on
Q: I have a General PoA for my elder dad, but bank requires a Durable poa. How can I get one if he's not cognizant?

He is currently hospitalized, but will be returning to long term care facility, and probably shortly, Hospice. His bank is requiring me to obtain a Durable PoA, but, obviously, I won't be able to get that prior to his passing. They said there are other instruments? My brother and I are... Read more »

Ryan K Hodges
Ryan K Hodges answered on Dec 2, 2019

If you dad is in Pennsylvania, then you should probably consult an attorney there regarding options. In Arizona, most attorneys draft all POAs as durable one, but the law may be different in PA.

View More Answers

1 Answer | Asked in Probate for Arizona on
Q: Can I file probate for property my father has in AZ?

My sister is the executor of my fathers estate in FL. Her and I are close and have no issues. Is it possible for me to file probate for land my dad has in AZ since I live here? Or does she have to file?

Ryan K Hodges
Ryan K Hodges answered on Nov 6, 2019

It is possible for you to apply to be appointed as the personal representative in Arizona to handle the AZ property.

You then proceed more or less like a normal probate. However, the process is simpler if your sister files to have her authority recognized in Arizona rather than having...
Read more »

1 Answer | Asked in Elder Law for Arizona on
Q: Can rest homes deny family visitation?

My father-in-law has basically disappeared. My brother-in-law states he is in a retirement home and the retirement home will not allow any visitors - not even family. Brother-in-law is withholding the address of the home. Something is very fishy. How do I find out what home my father-in-law is... Read more »

Ryan K Hodges
Ryan K Hodges answered on Oct 30, 2019

That is unusual. You may want to talk with a guardianship attorney about the situation. Does the brother-in-law have a power-of-attorney for your father-in-law? You may need to get the court involved to order disclosure of information and visitation privileges.

1 Answer | Asked in Probate for Arizona on
Q: My mom died almost a year ago her home is in Probateontest I m the only one on it. Water company wont turn water on

What can I do to have the water turned on in the meantime

Ryan K Hodges
Ryan K Hodges answered on Oct 21, 2019

If the home is in probate, then the personal representative should be able to get the water turned back on.

2 Answers | Asked in Probate for Arizona on
Q: Should I contest will & what are possible outcomes? Father created will & marries after terminal brain cancer diagnosis.

My Father was diagnosed with Glioblastoma Brain Cancer in April 2019. Immediately, he was deemed unable to drive and was put on anti seizure meds. Here's a quick timeline of events as they occurred in order.

1. Cancer diagnosis April 2019.

2. Created or changed will and trust... Read more »

Ryan K Hodges
Ryan K Hodges answered on Sep 23, 2019

The short answer is that you can contest the will and estate distributions because you are his son. However, the outcome is far from certain one way or the other. You should seek a consultation with an attorney to review your father’s entire estate plan and possibly also his medical records.... Read more »

View More Answers

2 Answers | Asked in Probate for Arizona on
Q: My mother passed recently involved in a class action lawsuit, with no will. My sister wants me to waive the bond she

Would have to buy to secure my other brothers and sister and I. I don't feel comfortable waiving that bond because for one she already cleaned my mother's house out took all her jewelery and said all that was left was cleaning supplies and clothes, my grandparents are claiming my... Read more »

Ryan K Hodges
Ryan K Hodges answered on Sep 5, 2019

The bond serves to insure that your sister properly administers the estate. If she steals assets from the estate and does not have them to return, then you could get reimbursed from the bond. Waiving the bond does not absolve the personal representative from liability to mismanagement, but the bond... Read more »

View More Answers

2 Answers | Asked in Probate for Arizona on
Q: My mom in stepdad owned a house as joints tenants. My mom died 6 months before my stepdad.

I am an only child and my stepdad has only one son. There was no will or other documents that can be located. Am I entitled 50 percent? Thank you

Ryan K Hodges
Ryan K Hodges answered on Aug 8, 2019

If a house in owned as joint tenants with rights of survivorship, then the surviving joint owner becomes the sole owner upon the death of the other joint owner. Thus, your step-dad would be the sole owner when he died, and the house would pass according to his estate plan, and if none, then to his... Read more »

View More Answers

1 Answer | Asked in Probate for Arizona on
Q: My friend died but before he did he sent a letter to his financial advisor stating he wanted to leave me 50%.

The estate is now in Probate will this letter hold up in court and Grant me the 50% of his assets that he left for me. State of Arizona he was my boyfriend for a year and a half.

Ryan K Hodges
Ryan K Hodges answered on Jul 17, 2019

The letter could be construed as a will if it meets the requirements for such. You should consult with an attorney and have him or her review the letter to see if it is a valid will. If the estate is already in probate, you may need to act quickly as there are deadlines that may affect your rights.

1 Answer | Asked in Estate Planning for Arizona on
Q: Can a child of a deceased who has p of a while the deceased is still living transfer money from accounts before or after
Ryan K Hodges
Ryan K Hodges answered on Jul 15, 2019

It looks like your questions was cut-off. Please resubmit it.

Justia Ask a Lawyer is a forum for consumers to get answers to basic legal questions. Any information sent through Justia Ask a Lawyer is not secure and is done so on a non-confidential basis only.

The use of this website to ask questions or receive answers does not create an attorney–client relationship between you and Justia, or between you and any attorney who receives your information or responds to your questions, nor is it intended to create such a relationship. Additionally, no responses on this forum constitute legal advice, which must be tailored to the specific circumstances of each case. You should not act upon information provided in Justia Ask a Lawyer without seeking professional counsel from an attorney admitted or authorized to practice in your jurisdiction. Justia assumes no responsibility to any person who relies on information contained on or received through this site and disclaims all liability in respect to such information.

Justia cannot guarantee that the information on this website (including any legal information provided by an attorney through this service) is accurate, complete, or up-to-date. While we intend to make every attempt to keep the information on this site current, the owners of and contributors to this site make no claims, promises or guarantees about the accuracy, completeness or adequacy of the information contained in or linked to from this site.