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Questions Answered by Bruce Adrian Last
2 Answers | Asked in Probate for California on
Q: How would I appeal a rejection of creditors claim
Bruce Adrian Last
Bruce Adrian Last
answered on Aug 3, 2018

Mr. Dorfman is correct, if your creditor's claim is rejected you need to file suit on the claim.

I would suggest that you contact an attorney to discuss your case and options. Because this is a probate case, there could be more than one option on how to pursue your claim. Not only is...
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2 Answers | Asked in Estate Planning and Probate for California on
Q: What happens to a probate case when Administrator not willing to comply in timely manner.LIKE opening court bank account

Basically the Administrator is not going over to bank to open up the court appointed bank account where funds from sale of a home will be deposited. Time is running out now. And there is a son who was Administrator initially but was taken out because he not honest. So he was removed. Now this new... View More

Bruce Adrian Last
Bruce Adrian Last
answered on Jul 24, 2018

Dear Los Angeles:

I take your facts to be that escrow will close on the sale of the house but an account to receive the sales proceeds has not been opened in the name of the estate.

If there are no other assets other than the house, the Administrator may be waiting until he gets a...
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2 Answers | Asked in Criminal Law, Real Estate Law, Probate and White Collar Crime for California on
Q: Uncle started a probate case for my grandmother. She did not own real estate, so I thought. How can I undo/stop probate?

I want to stop this probate case. It is fraudulent! My grandmother did not own any real property. Turns out that supposedly I gifted my dying grandma my house! That is a LIE. No wonder I didn't know about any probate case until recently. My uncle was doing this very quietly. I didn't know... View More

Bruce Adrian Last
Bruce Adrian Last
answered on Jul 3, 2018

Dear Los Angeles:

That's a lot of questions. Off the bat, I recommend that you speak with a lawyer right away about how to defend your self. But here is some basic information to help you make that consultation more efficient. I'll also provide some information about how to find a...
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2 Answers | Asked in Probate for California on
Q: Why do you have to notify grandchildren when filing a petition for administrator of my deceased parents house.

Than they will think that they are entitled to some inheritance money when house is sold.

Bruce Adrian Last
Bruce Adrian Last
answered on Jun 22, 2018

Dear Los Angeles:

The parties that you are required to notice are spelled out by the California Probate code, so the unsatisfying answer is "because that is what the law requires."

The code section that states who you are required to notice on a Petition to appoint an...
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1 Answer | Asked in Probate for California on
Q: A sibling didn't keep paying one of my mother's accounts. I don't think that it's fair for me.

I would think that it should be paid from her portion from the sale of the house. It should be deducted from her money's

Bruce Adrian Last
Bruce Adrian Last
answered on Jun 20, 2018

Granada Hills:

Based on the information provided, an answer if difficult to craft. I suggest you re-post and answer these questions:

1. Were you a joint account holder?

2. Was there a probate of your Mother's estate (where you went to court) or was their a trust...
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1 Answer | Asked in Probate for California on
Q: I filed for executor & now this other sibling is objecting making up false alligations because she wants to be executor

She just always wants to be in control & I think it's wrong for her to lie. But my Attorney says that we should both be coexecutors. & I don't think it's fair because I filed first. Any advice

Bruce Adrian Last
Bruce Adrian Last
answered on Jun 20, 2018

Dear Long Beach:

First off, you state that you filed to become an executor. An executor is a person nominated in a will, and that person gets priority absent proof they are unfit, like having a conviction for embezzlement. Since there is a contest, I am assuming that there is no will and...
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1 Answer | Asked in Estate Planning, Elder Law and Probate for California on
Q: What paperwork do I need to file in order to prove the validity in a completely restated and amended trust?

It is being argued that my grandmother was not cognitive/incompetent when she restated and amended her trust. She then later gifted me her house that I’ve lived in for almost two decades in form of irrevocable inter vivos gift deed. She was not shy about wanting her home to stay with her family... View More

Bruce Adrian Last
Bruce Adrian Last
answered on Jun 19, 2018

Ashburn, VA:

This was posted in estate planning for California. While California may be the proper jurisdiction to challenge the Trust (it depends on which State's law controls interpretation and validity of the Trust), it may not control the real property if it is located in the...
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1 Answer | Asked in Probate for California on
Q: Beneficiary: help with removal of trustee. Have to move 2wks 6/30/18 causes hardship and homeless. PLS HELP. 2HMS=approx

750,000 n Sacramento,Can can I get a loan against the trust to be able to get a home,condo something I likeI been n home since 1992 he has gotten rid of everything in my home furniture personal belongings dishes everything do I have any repercussions my biggest problem is I'm packing and I... View More

Bruce Adrian Last
Bruce Adrian Last
answered on Jun 15, 2018

Your particular situation is too complicated to provide a good answer in this forum, and there are a lot of unanswered questions here. Are you a beneficiary? Were you given property notice to terminate your tenancy? Why do you think that the Trustee needs to be removed? And, this forum is not... View More

2 Answers | Asked in Probate for California on
Q: Brother was added joint tenant on dads house that was severed will says estate must be divided equal. Or he gets nothin
Bruce Adrian Last
Bruce Adrian Last
answered on Jun 15, 2018

I'm not quite sure what you are asking here. Please try to post your question again with a bit more detail.

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1 Answer | Asked in Estate Planning and Probate for California on
Q: Can an addendum be added to a Living Trust allowing someone to remain in the residence after their death?

We were going to live together and share expenses. He is 91 and I am 83. If he passed away before me I would pay taxes, HOA fees, outside maintenance of grounds and utilities I incurred. He was told that if he passed I had 2 years to remain because of probate conditions.

Bruce Adrian Last
Bruce Adrian Last
answered on Jun 14, 2018

Dear Modesto CA:

Yes, and it it not uncommon for older couples to provide for this type of arrangement. It is a form of life-estate, where the surviving partner has the right to use and occupy the residence.

Depending on the relationship and its duration, and family dynamics, these...
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1 Answer | Asked in Gov & Administrative Law and Probate for California on
Q: Why does public administrator get the money that is not claimed by other heirs??

Mother passed, no will or trust. Property defaulted on taxes. There are four children/adults. Public administrator took over. Final probate court date next month. When I went in to take proof she is my mother, I asked what happens if my brothers don't step forward and do anything? I was told... View More

Bruce Adrian Last
Bruce Adrian Last
answered on Jun 13, 2018

Dear Redding CA:

I think you misunderstood what the public administrator said. In California, unclaimed property, such as the estate shares due your brothers, is placed eventually placed with the State of California's Controller's office Unclaimed Property Division. The owner can...
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3 Answers | Asked in Probate for California on
Q: Are items sold during probate for cash considered income for the estate?

I sold a vehicle and a mobile home (she owned the home but not the land so the mobile home is personal property not real property) owned by the decedent. The money was placed in the estate account. Is this considered income for the estate which would then require a 1041 estate tax IRS filing? Or... View More

Bruce Adrian Last
Bruce Adrian Last
answered on Jun 5, 2018

This would be a good question for your tax preparer. While it does not appear as income, it could be a capital gain or loss depending on the value of the assets in the Inventory and Appraisal. And, depending on the exact facts of your probate, it may be adventurous to pass on the gain or loss to... View More

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1 Answer | Asked in Probate for California on
Q: In CA, when Order of First and Final Report has been signed by Court, can est atty file addendum for add’l costs?

As executor, I received First and Final Report, which included order to pay estate attorney’s fees, which I have paid. Subsequently, attorneys sent invoice for additional costs, which were not included on the original First and Final Report. Now they indicate they will file an addendum requesting... View More

Bruce Adrian Last
Bruce Adrian Last
answered on May 22, 2018

Dear Palm Desert:

I'm a bit unclear about where this is at a procedural level. Sounds like:

1. The attorney filed the First and Final Report and Accounting, which the court approved and issued an resulting order.

2. You paid the attorney all the sums due under the Order...
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2 Answers | Asked in Estate Planning and Probate for California on
Q: If property wasn’t listed in a will can the benifisuaries give it to who they want

Property was not listed in dads will there’s 3 benifisaries. 2 if us agree to give it to the 3rd one

Bruce Adrian Last
Bruce Adrian Last
answered on May 14, 2018

I take your question to ask, if a property is not specifically identified in a will (not a trust), can the beneficiaries of the will give it to who they want?

As a practical matter, yes.

A will normally controls all of the property a decedent owns at death which is not subject to a...
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1 Answer | Asked in Probate for California on
Q: Gdaughter was gifted prop. Son petitioned a probate. Now all agree gd prop. With promise. How cancel probate

Need to withdraw,or cancel or how judge award prop to gdaughter

Bruce Adrian Last
Bruce Adrian Last
answered on May 14, 2018

Dear Long Beach:

I am not sure what you are asking. It sounds like there is a dispute between the granddaughter and son over whether not not property is subject to a probate and this was settled between the parties, but I am not certain so I am unable to provide an answer.

You...
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2 Answers | Asked in Estate Planning, Real Estate Law, Arbitration / Mediation Law and Probate for California on
Q: Can my brother get 100% of real estate that he owned 50% and dad, that died, owned 50% because I'm adopted?

I was legally adopted by dad. dad lived and died in calif. property is in bartlesville, ok. have living trust, but property was never included in it. dad died 2015. Mom, Brother and I were beneficiaries. before anything was split up, Mom passed in jan. 2018. now it is just my brother and I. Brother... View More

Bruce Adrian Last
Bruce Adrian Last
answered on May 14, 2018

Dear San Francisco:

I would contact a lawyer right away about this matter. But here is some information to get you started. I am also assuming that Mom above is your birth mother.

You have a much-juristictional problem here. The proper jurisdiction for Probate law, which governs...
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2 Answers | Asked in Real Estate Law, Elder Law and Probate for California on
Q: I own 20% of my deceased mother's estate, the attorney tell me I can't buy out the other heirs,why can't i?

Dad and Mom had 5 children, dad passed away 40 years ago mom passed away 2001, house was never probated. One of the sisters lived in the estate for 15 years, then my sister became ill and her daughter try to probate the estate intestate, she being aware of a will but still proceeded, I petition the... View More

Bruce Adrian Last
Bruce Adrian Last
answered on May 14, 2018

Mr. Palley is correct. The executor/beneficiary can "buy out" the other beneficiaries if the court approves of the sale. The rule of thumb is that this requires all the other beneficiaries to approve of the purchase.

I say this is a "rule of thumb" in that only court...
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1 Answer | Asked in Probate for California on
Q: Is it proper for a probate clerk to have an unfiled copy of a person's will with no court stamps on it for public copies

It was not a copy of the filed will nor was it stamped- certified it was a true copy of the document on file. This happened to a friend of mine who was working for this man on his farm and lived there and had told her he had changed his 15 year old will because his wife and daughter had died since... View More

Bruce Adrian Last
Bruce Adrian Last
answered on May 4, 2018

Sacramento:

I'm not quite sure what you are asking here. But, I will try to help (and I am assuming that this is subject to California law.)

In California there is no provision for filing a will with the court during life. Nor is there any Government run repository for estate...
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1 Answer | Asked in Estate Planning, Family Law and Probate for California on
Q: My Daddy died in Az, woman living with him said they were married, they were not. She falsified docs. Ashes were sent

How does daughter fight for Daddy's ashes from ca?

Bruce Adrian Last
Bruce Adrian Last
answered on May 3, 2018

Simi Valley:

If your Father was a resident of Arizona, you will need to get an attorney in Arizona and fight it in the Arizona courts. This is because the residence of the decedent provides the courts jurisdiction.

There is an exception if your Father owned real property in...
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2 Answers | Asked in Probate for California on
Q: Calendar notes says needed ,name address of issue of predeceased child with notice

On DE 111 I marked thereis issue of predeceased child. I have her name on section 8. I also sent her a copy o form DE120 and DE 121 with proof of service what more do they want

Bruce Adrian Last
Bruce Adrian Last
answered on May 1, 2018

I would double check your conformed copy of the notice to make sure that you have her name and address correct and that it matches the name and address on the Petition for Probate. If they match, you can try calling the probate examiner, depending on your county. While rare, examiners sometimes do... View More

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