Glendora, CA asked in Probate for California

Q: in california. my sister has recieved her share of estate and im told i have to wait another 3 months to get my share

my sister is the admin of the estate. she gifted her share of the estate to her husband to by the real property. they are now the owners of the property and she used her inheritance for it. how can she do that when i cant have my share of the estate until the court approves distribution on nov 27. the petition for distribution was suppose to be filed aug 31st with a hearing set for sept 22. now the hearing isnt until nov 27. the estate has beem settled and the only thing left is to issue my lump sum of money

Related Topics:
1 Lawyer Answer
Bruce Adrian Last
Bruce Adrian Last
Answered
  • Probate Lawyer
  • Pleasant Hill, CA
  • Licensed in California

A: Dear Glendora:

This question is difficult to answer in this forum. As a general matter, and administrator who self deals, for example buys estate property, needs to obtain court approval first. This would also apply if there was a "straw man" transaction. (A straw man is the use of an intermediary in a transaction. For example, I, as administrator, sell property to person A, who then turns around and gives me the property back in exchange for my giving person A a certain sum.)

Moreover, even if one "gifts" their inheritance to another, the funds still cannot transfer without a court order. Unless she obtained a court order on a noticed petition (so you knew about it), she could not give any funds to her husband, and he could not use those funds to buy the property.

Not only that, but even in an arms length transaction, and administrator is required to provide a Notice of Proposed Action prior to the sale of real property, allowing the beneficiaries 15 days to object. (Assuming that they have independent administration authority, otherwise they need to petition for approval of the sale.)

So obviously I can not understand how this transaction occurred, unless your sister is not following the rules. (If this was done without a title company, your sister could have signed and recorded the deed without a court order, but the deed would be invalid until the court approved the transaction.)

Sounds like something may be very wrong with this transaction, and you should contact an attorney to review the transaction right away. If you do not know where to find an attorney, you should try your local county bar association. Most county bar operate an attorney referral service where, for a small or no fee you receive a consultation with an attorney.

Best of luck.

Bill Sweeney agrees with this answer

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.