I'm sorry to hear about your mom passing. Wills must be hand-delivered to the Clerk of the Court, probate division, where your mom passed. Make sure to keep a good hard copy for yourself as well as a good digital copy so that you can share the will with beneficiaries or financial institutions.
Basically my father wants to leave the property he has in New York State to me in a Will, 4 acres, 2 to me and 2 acres to his stepson and Step Daughter. What I would like to know if it is best to Will it to us or if there is another way we should be handling it before he passes on? I and him live... Read more »
Greetings Chico. I agree with the other attorneys' answers, however, I wanted to add that your father can execute and record a new deed adding you as a joint tenant with the right of survivorship. If you survive your father, then you will become the sole owner after recording a Affidavit of...Read more »
Attorneys cannot be paid for representing executors or administrators in probate court absent a court order. Typically the property gets sold to pay all probate-related fees and fees of the estate. With that said, call me if you would like to discuss how I can best represent you through the...Read more »
They are not selling it at present. They both own it as joint tenancy. So basically if one dies the other automatically owns it. But my husband wants his half to go to our kids. Would a living trust simply stating his wants be enough to over ride the joint tenancy? And would he need to make the... Read more »
As a first step, I recommend severing the joint tenancy by filing a tenancy in common (TIC) deed. The next step is to create a living trust and then fund the trust with the property by way of a trust transfer deed. This will insure a smooth transfer of the property without probate to your kids...Read more »
In the 1990 will my mother and I are beneficiaries. They divorced in 1991 and he remarried in 1998. Does this make the entire will invalid or just his ex-wife's portion? Do I have to wait 40 days to file the will?
Assuming the 1990 Will was properly drafted, executed, and witnessed, is valid unless another Will superseded the 1990 Will. I would have a probate attorney review the 1990 Will and the divorce decree to see if there is any conflict. I would also check with the new spouse to see if she has an...Read more »
Insurance policies. He always said I would be taken care of if he died. No where am I listed as a beneficiary to his investment accounts, house, bank accounts, etc. He leaves behind 2 sisters he had no contact with for over 20 years. Do I have any standing to sue his estate? Numerous friends and... Read more »
I'm sorry about your loss and the lack of an estate plan. I too must be the bearer of bad news. I have personal experience representing estranged siblings in probate court who end up inheriting even though their deceased sibling "promised" to take care of non-family members who end...Read more »
I'm sorry to hear about your dad passing. According to the probate code, as the surviving spouse, your mom has priority to act as the administrator of your father's probate estate. The court can waive the bond requirement if all beneficiaries sign a bond waiver. If all beneficiaries do...Read more »
In order to claim property through adverse possession, there must be uninterrupted and continuous possession of the property for at least five years. Once the adverse possessor invades the property, the clock begins ticking on the five-year requirement. If the true owner resumes possession,...Read more »
Yes, you can certainly request a continuance at the time of the hearing or beforehand. Oftentimes you can call the court clerk beforehand and request a continuance. Worst-case scenario, you can request the continuance at the hearing. I also recommend checking the probate examiner's notes on...Read more »
The account was over the limit for small estates. Titled as single owner no POD. NO Heggstad petition. Does this account remain the property of the estate or can a bank legally give the money to the trust without court approval.?
The bank will not turn over the funds to the Trust absent a court order. Through a Heggstad petition, you can ask the court to fund the bank account into the trust. Since the trust lists this account, a Heggstad should be granted. Unfortunately, in Alameda County, it takes around 9 months to...Read more »
Let's say two people co-own a house in Santa Ana, CA, but only one of them is living in the house. Can the one living *outside* the house charge rent to the one living inside? (My mother and aunt are co-landladies of a house. My mom wants to move into that house, but her sister would charge... Read more »
This is a really good question that comes up regularly in co-ownership situations. The co-owners should sit down with an attorney or mediator and come up with a co-ownership agreement. Legally, both co-owners are entitled to possession, responsible for the bills and costs associated with...Read more »
The current executor disappeared we're in the process of me trying to get appointed as new executor and I need to find out how much or what has happened in what has happened in the account or where the funds are at funds are at for my father's estate
The current executor should have opened up a bank account and funded the account with cash from the estate. You should ask around to find out who may know where the account is. In addition, the executor is required to provide an accounting to the probate court and beneficiaries before they are...Read more »
I am a California resident. My husband died a few months ago. There is nothing in his estate except for 2 cars that are both over 15 years old. I do not know the cars' market value, but they are not in very good shape. The only other thing I have is the life insurance money.
I'm very sorry to hear that your husband passed. I hope that you are doing ok. The life insurance proceeds are not part of your husband's estate. Also, I highly doubt that the credit card company will come after used cars, especially if they are in particularly poor condition....Read more »
on the ee bonds be shown as the trusts income and therefore the trust pays the taxes or will the interest income have to be shown as income on the beneficiaries taxes, and therefore be the beneficiaries responsibility to pay those taxes personally?
This is a great tax question. I recommend that you ask your CPA or tax advisor how this is handled. Tax questions are typically outside the lane of probate attorneys. However, I suspect that the proceeds will be considered non-taxable inheritance. The 2022 estate tax exemption amount is $12.92...Read more »
In certain circumstances, a donative transfer is presumed to be the product of fraud or undue influence. This includes when the transfer is to a person who drafted the Will, a caretaker, etc. I recommend reviewing Probate Code section 21380 to see if any of the relationships or connections...Read more »
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