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answered on Apr 18, 2018
While I generally agree with the answers below, I do wish to clarify Mr. Crocket's answer that stating " If a person dies without a will then the Probate Court system is needed to transfer the property to the heirs."
The Probate Court system (or rather just Probate) is... View More
Hello, recently I inherited a house that belonged to my late grandmother by an "Irrevocable Inter Vivos Deed of Gift” in which she prepared and had notarized by 2 notary witnesses. One month prior she amended and restated her trust, revoked the original POA/Trustee and appointed me the new... View More
answered on Apr 13, 2018
Dear Hayward:
After reviewing the facts presented in your question, I am uncertain about how the facts match up with your question and recommend that you have an attorney review the documents and your case (more on that latter.)
The property procedure to change title into the name... View More
One sister is allowed to live in the house for 3 years, after parent passed away. Due to this situation, the trustee has stated she will charge per item what each beneficiary will take that belonged to their parents in the house they grew up in. Such as furniture, photos, jewelry, etc. The... View More
answered on Apr 9, 2018
Dear Chino:
Here are my thoughts on the facts you describe. However, you should really speak with an attorney on this one before proceeding as administration of a trust is dependent on the language of the trust instrument and the particular facts of the administration. I provide some info... View More
Father passed away , brother is incarcerated. Although he is a heir, he isn’t a benifisary. The way the will is written , he isn’t entitled to any of the estate
answered on Apr 9, 2018
Dear Castro Valley:
California Probate Code § 9202, requires notice to the Victim's Compensation Board ". . . if the general personal representative or estate attorney knows that an heir or beneficiary is or has previously been confined in a prison or facility under the... View More
My grandmother who passed has unclaimed property in another state (I did not know this during probate proceedings). One of the things the state asks for is a list of heirs. The probate case has been over for almost three years. In the end, the person who contested the will and I (the only one... View More
answered on Apr 9, 2018
Dear Fullerton:
I always hate giving this answer, but this is one of these cases you will need to consult with a lawyer to figure out. How the settlement agreement affects the distribution of the unclaimed property depends on the language of the settlement agreement and resulting court... View More
My uncle died leaving the five of us 287,500. On 3-30-17 the Judge in SF Calif orderd ex parte petition for final discharge and order filed by personal representative.
We still have not been paid, its been a year. I'm pretty sure she is leaving the money in the bank to make more money... View More
answered on Mar 30, 2018
Dear San Francisco:
I'm not sure what is going on with your case, as an ex parte Order for Final Discharge is normally only granted after all the distributions are made and receipts provided to the Court. Are you sure you are not talking about an Order for Distribution, which would... View More
House is paid off property taxes up to date as well. And so is homeowner insurance
answered on Mar 27, 2018
Dear Oakland, CA:
I think you are asking how the estate will be divided.
If there is no will or trust, then the estate is distributed under the laws of intestacy. Under intestacy, the estate is divided into as many shares as their are living children of the Decedent and... View More
Feb 2018. My EIN was also issued by the IRS in Feb 2018. How do I select the proper tax year, e.g. calendar year vs. fiscal year? If calendar year, I assume it would be Jan-Dec 2018? If fiscal year then when-to-when? The estate had no income in 2017. Thanks.
answered on Mar 27, 2018
Dear Cary NC:
Normally, you select your tax year when you apply for the EIN. If you did not select one, it will default to a standard year.
However, I would check the IRS confirmation letter and with your tax professional to ensure you are correct on the tax year. One should never... View More
only beneficiary. I am Administrator under Independent Admin of Estates Act with limited authority. Can the house be transferred to father's name then sold (with court approval) before closing probate without losing the stepped-up basis tax advantage? Or must we wait until after probate close... View More
answered on Mar 26, 2018
Dear Cary NC:
If you are going though a California probate, which is required to deal with real property located in California, you must get an order of the court to distribute any estate property to the beneficiary. While this is normally done when the estate is in a condition to close,... View More
Would the same persons inherit as if the property was located in California, or are there other rules for property located out of the country?
answered on Mar 26, 2018
The laws governing how estates are distributed vary by State and County. Whether or not a foreign county will apply their own laws or follow the laws of the United States depends on if there is a treaty between the two countries and what that treaty states.
I would contact an attorney who... View More
All agree to equal distribution as will directs. About $400k. Do we need to go through probate? Or can we just divide funds. Poa was on checking account. Mom had dementia and passed last. So actually we thought she could just write each sibling their share and close checking account. Thankyou
answered on Mar 15, 2018
Dear Atascadero:
Unfortunately, you will need to go to probate because the estate is worth over $150,000, unless beneficiaries are designated on the account. The power of attorney will not help, as all powers of attorney become invalid once the principal (person who grants the power) dies.... View More
Does my mother share go to her children since she has no spouse in the state of California
answered on Mar 13, 2018
Dear Modesto:
Since you state that the sisters ". . .were left a designated amount of money", I am assuming that there is a will involved.
The general rule on survival for wills is that the survival provision in the will controls over all other provisions of the probate... View More
They filed their paperwork in secret and we only just found out the hearing is happening. Only three of the siblings were served with the paperwork, the rest of us had no idea this was occurring. Will we be able to go to court and argue against who they are trying to have appointed? We were not put... View More
answered on Mar 12, 2018
Dear Rancho Cucamonga:
I agree with Mr. Dorfman. If you are the blood related children of the Decedent then you were entitled to notice and should seek legal counsel. To give you a bit more information:
1. On a Petition for Probate the petitioner is required to list all heirs... View More
My sister seems to have been granted all his property, money, etc. Do I have a case for challenging this? I'm just as much an heir as she is and wasn't notified of anything. This was 6-8 months ago. I just found out.
answered on Mar 2, 2018
Dear Hayward CA:
If you are an intestate heir, then you were entitled to notice and if you did not receive notice you do have recourse under the law.
The question is whether or not you are an heir. You state that the decedent is your step-father and this complicates matters a bit.... View More
answered on Mar 1, 2018
Dear Castro Valley:
How long does Probate take after death? Well that depends on the complexity of the estate. A simple estate should be in a condition to wrap up and do final distributions somewhere six to nine months after the appointment of the personal representative. (Administrator or... View More
answered on Feb 28, 2018
Dear Tempe AZ:
Without knowing more, I can not give an exact answer. Also, the procedure would depend on the State in which the probate is pending, as rules of procedure and evidence are not identical for every state. (I note that you are from Arizona and did not note what court the... View More
answered on Feb 27, 2018
Dear Carmichael:
California Probate Code section 9202(b) requires that the estate representative notify the California Victims Compensation Board within 90 day from issuance of letters is if ". . .[an] heir or beneficiary is or has previously been confined in a prison or facility under... View More
My dad passed in May 2017. We just found out there is no right of survivor ship in Georgia. We don't know what the next step is to have the deed in my moms name only so we can transfer it to the trust. She is currently on the deed. Wife and all children live in CA and OR. We were told this may... View More
answered on Feb 27, 2018
Dear Elk Grove:
As the property is located in Georgia, you will need an attorney located (or at least licensed to practice) in that state. For real property, Probate Jurisdiction is based in the state where the property is located. (Unlike personal property, anything but real estate, which... View More
answered on Feb 22, 2018
Dear Las Vegas:
I am really not sure what your question is, I suggest you try again with more detail.
Also, if you are dealing with a probate in a Nevada court, you should post your question under that state as probate law is state specific.
answered on Feb 20, 2018
Dear Lake Elsinore:
It is not the filing of the Petition for Approval of Final Accounting and Distribution, but the date of the entry of the resulting order that is the important date. The order provides authority for the representative to make the distributions.
The shortest time... View More
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