Modesto, CA asked in Probate for California

Q: My husbands grandmother passed. Do we have to go to probate court?

She had a reverse mortgage on the family home where his uncle (last living child of deceased grandmother) currently resides. We know she had a payment plan with the IRS whom she owed money (amount unknown). She has credit cards and a few loans. A lien is on the house for about $7000. She recently closed her second bankruptsy in 2014 so there isnt any other debt we are aware of.

There is a living trust which lists grandmas children, my husbands father (deceased) and his brother currently residing in the home as trustees. There is nothing else in the trust however. No assets or belongings or anything. The trust simply lists these trustees.

The reverse mortgage company will allow us to purchase the home at the loan payoff price of $290,000. The home is worth over $350,000. We do plan on buying the home by selling ours for the down payment. Are we required to go to probate court? Are we responsible for her debt? Will the IRS come after my husband or his uncle?

Related Topics:
1 Lawyer Answer
Andy Chen
Andy Chen
Answered
  • Modesto, CA
  • Licensed in California

A: Given the complexity of what you describe, I think you probably do have to go to probate court. The case you have there might be really simple, though. You should get yourself a lawyer or at least meet with one to see what is involved. Not every will has to go to probate court. My general rule of thumb is that only the really simple cases (yours does not sound really simple) can avoid going to probate court.

Andy

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.