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California Probate Questions & Answers
1 Answer | Asked in Real Estate Law, Civil Rights, Probate and Small Claims for California on
Q: can a novice handle the specifics of getting the court to vacate based on improper service and not a tenant

I am an unnamed defendant in a UD that default judgment was given due to improperly served, We never got the summons and a 60 day notice was posted without any reason or complaint as to why and due to property that is in an open probate case, owner ship and anthing else having to do with property... View More

James L. Arrasmith
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answered on Jul 26, 2024

Under California law, handling the specifics of getting a court to vacate a default judgment based on improper service can be complex. As an unnamed defendant in an unlawful detainer (UD) case, you will need to gather evidence proving that you were never properly served with the summons. This... View More

1 Answer | Asked in Real Estate Law, Landlord - Tenant, Probate and Small Claims for California on
Q: How do I correct a default UD judgment based on not being served in time & not falling into the guidelines of CVP 1161

A default judgment was entered on myself and another without being served the summons as stated in file. I can prove when a classifed letter was sent and stayed in warehouse for weeks. I don't fall under the guidelines of landlord tenant because Myself and another never had a rental agreement... View More

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answered on Jul 26, 2024

To correct a default judgment in California based on improper service and not falling under the guidelines of California Code of Civil Procedure (CCP) 1161, you need to file a motion to set aside the default judgment. Begin by gathering all your evidence, including proof of when and how you were... View More

1 Answer | Asked in Elder Law, Health Care Law and Probate for California on
Q: My dad died almost 2years ago, after he passed away his wife told me and my 3 siblings there was no estate no will.

I know my dad had assets. He owned his home over 50 years. He was cremated when he had a burial plot paid for already, which she lied about. His ashes were just buried less than a month ago. I am thinking there is something suspicious with her. My sister told me she had a company shred documents... View More

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answered on Jul 22, 2024

I understand how distressing and suspicious this situation must feel for you. In California, when someone passes away without a will, their assets typically go through probate, a court-supervised process that distributes the deceased's estate according to state laws. You and your siblings have... View More

2 Answers | Asked in Civil Litigation, Estate Planning, Real Estate Law and Probate for California on
Q: Can a California Notary Public draft a grant deed and then notarize the grant deed herself?

Would it make a difference if she is also a real estate agent or are deeds only done by escrow companies?

James L. Arrasmith
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answered on Jul 20, 2024

In California, a Notary Public can notarize a grant deed, but they cannot draft the deed themselves. Notaries are authorized to verify signatures and identities, but they are not allowed to provide legal advice or draft legal documents, which includes deeds.

If the notary is also a real...
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1 Answer | Asked in Probate for California on
Q: My father passed without a will. We have a quick claim deed signed, notarized and not filed. My father wanted me to have

Wanted me my sister and brother to have the house. My two other brothers had passed before him, one had kids. They have not seen him called him in 4 yrs. He was hurt. I want to stay in the house I'm already paying the mortgage and the roof. Waiting on the death certificate. My brother and I... View More

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answered on Jul 19, 2024

Under California law, when someone passes away without a will, their estate is distributed according to the state's intestate succession laws. Since your father did not have a will, the house will be distributed based on these laws. Because you and your siblings are the next of kin, you are... View More

1 Answer | Asked in Family Law and Probate for California on
Q: My mother recently passed away. I was not her executor but as a surviving child am I entitled to get a copy of her will?
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answered on Jul 19, 2024

I'm sorry for your loss. Under California law, as a surviving child, you do have the right to request a copy of your mother's will. Typically, the executor of the will is responsible for providing copies to all beneficiaries and heirs.

You can contact the executor and request a...
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2 Answers | Asked in Probate for California on
Q: Grandpa passed 1995. Grandma in 2004. Both in S.C. My brother & I are heirs w/Uncle. How to find out what the value is?

We were just notified a petition to determine heirs was held 6/13/24. The Estate is fairly extensive... quite a few stock holdings. 2of the real properties are the show stoppers though...so much so, that our Uncle wishes to buy out our interest at $10,000 each for each property. ($20,000... View More

Anthony M. Avery
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answered on Jul 17, 2024

You and your Brother will need to hire a competent SC attorney to represent you all in that Heirship Proceeding. It does not appear that you have any idea what properties are involved or their values. Find a local attorney in the County of most of the lots. He should be familiar with the... View More

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1 Answer | Asked in Probate for California on
Q: How should I revise this? Is it ok to simply add "or has never been incarcerated" right after "...is confined.."

Court note: The statement regarding Notice to the California Victims Compensation Board must not only address whether any heir or beneficiary are presently confined but also whether any heir or beneficiary was incarcerated in the past. Clarification is needed.

Original: Petitioner sent no... View More

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answered on Jul 18, 2024

Court note: The statement regarding Notice to the California Victims Compensation Board must not only address whether any heir or beneficiary is presently confined but also whether any heir or beneficiary was incarcerated in the past. Clarification is needed.

Original: Petitioner sent no...
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1 Answer | Asked in Probate for California on
Q: Court notes regarding Petition for Final Distribution say: *court in San Joaquin

"Even with a waiver of account, information is required regarding any sales or changes in assets and to specifically state the assets on hand for distribution. CRC 7.550, 7.651."

1) I had a section titled: SCHEDULE OF PURCHASES OR OTHER CHANGES IN FORM OF ASSETS summarizing... View More

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answered on Jul 18, 2024

Under California law, even with waivers of account, you need to provide information regarding any sales or changes in assets, and specifically state the assets on hand for distribution. This requirement ensures transparency and accuracy in the final distribution of the estate, in accordance with... View More

1 Answer | Asked in Probate for California on
Q: What is the format to use when petitioning the Solano County courts for Permission for final distribution in probate.
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answered on Jul 17, 2024

When petitioning the Solano County courts for permission for final distribution in probate, you'll need to follow a specific format and procedure. Here's an overview of the process and the format you should use:

1. Form: Use the Judicial Council Form DE-295, titled "Ex Parte...
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1 Answer | Asked in Probate for California on
Q: My husband passed away and I don't have a copy of the will and I'm not on title what can I do?
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answered on Jul 18, 2024

I’m sorry for your loss. In California, if your husband passed away without a copy of the will and you're not on the title, you can still take steps to address the situation. First, you'll need to initiate probate proceedings. You can do this by filing a Petition for Probate with the... View More

2 Answers | Asked in Estate Planning, Banking and Probate for California on
Q: No one knows who the beneficiary of a deceased family member's bank account is; how do I proceed?

My mom passed away somewhat suddenly and left behind a bank account with a significant amount of money. I am not the beneficiary on the account, and the bank cannot tell me who is because I'm not authorized on the account. My mom didn't ask or tell anyone who the beneficiary was before... View More

Anthony M. Avery
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answered on Jul 16, 2024

Hire a CA attorney to file Probate. With Letters of Administration you will be authorized to marshal up the assets.

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1 Answer | Asked in Probate for California on
Q: they have questions about probate

if an estate is currently in probate and has been motioned to sell and distribute the proceeds to the beneficiaries but the estate is delinquent on taxes and is scheduled or a public tax auction what are my options what can I do

James L. Arrasmith
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answered on Jul 18, 2024

In California, when an estate is in probate and facing delinquent taxes or a potential tax auction, it's crucial to take timely action to protect the estate and the interests of the beneficiaries. If the estate owes taxes and is at risk of a public tax auction, you should first seek legal... View More

2 Answers | Asked in Probate, Real Estate Law and Tax Law for California on
Q: what happens if an estate currently in probate, with motion to sell immediately has delinquent taxes on it

what happens if an estate currently improbate with mostly to sell immediately has delinquent taxes and is scheduled to be sold at a public tax auction?

Delaram Keshvarian
Delaram Keshvarian
answered on Jul 15, 2024

Thank you for your question!

It would stay the foreclosure after providing proof of the successors of interest that the property is going to be sold. The tax due amount will be deducted from the sale proceeds before its distribution.

This is merely a discussion of general laws and...
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1 Answer | Asked in Probate for California on
Q: Are amendments valid if they were made during the pandemic via email, with the settlor never speaking to the attorney?

My brother had an amendment drawn up for our grandfathers trust during the pandemic via email being the only one ever speaking to the attorney/law office that he got it through. The amendment only benefits my brother and he was the only one present with my grandfather when it was signed with the... View More

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answered on Jul 18, 2024

Under California law, an amendment to a trust can be valid even if it was made via email and without the settlor speaking directly to the attorney. The crucial factors are whether the amendment meets the legal requirements for trust amendments and whether the settlor had the necessary mental... View More

1 Answer | Asked in Probate for California on
Q: If i hold out on signing off on selling a house for more money, is that considered blackmail?

I am a beneficiary of a trust and my brother and aunt are also beneficiaries as well as the trustees. They need my signature to sell the house, but I don't want to sign because I was told i was to receive 25% and now am only getting 12.5%. So if I hold out on signing the papers because i was... View More

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answered on Jul 18, 2024

Under California law, holding out on signing the sale documents to negotiate a higher share of the proceeds does not constitute blackmail. Blackmail involves threatening to reveal damaging information unless demands are met, which is not applicable in this case.

You are within your rights...
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1 Answer | Asked in Civil Litigation and Probate for California on
Q: I am one of the beneficiaries on The Turner Family Trust. Can the trustees lawyer submit Special Interigatorries on us

To the tune of 400 some odd questions when we have a Mandatory Settlement Hearing on August 9 , 2024. Most of the questions were answered in my petitions to the court already. Debraannturner@gmail.com

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answered on Jul 18, 2024

Under California law, trustees have a fiduciary duty to act in the best interests of the beneficiaries and may use legal tools such as Special Interrogatories to gather information. However, the number and scope of these questions should be reasonable and relevant to the case. If you believe that... View More

2 Answers | Asked in Estate Planning, Real Estate Law and Probate for California on
Q: I'm being told I need to file a deed of distribution for my stepfather's estate.

This all arises from being appointed. My Mother's representative for her estate.

The probate court says I now need to file the deed of distribution. Can you please help me understand the process

Delaram Keshvarian
Delaram Keshvarian
answered on Jul 9, 2024

There are several probate attorneys who offer free consultations. Also, some of them work based on contingency fees. You can consult with an expert to make sure all your rights are preserved.

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1 Answer | Asked in Civil Litigation and Probate for California on
Q: I am one of the beneficiaries on The Turner Family Trust. My cousin is the Trustee. We have a Mandatory Settlement Heari

Hearing on August 9, 2024. The opposing side sent me 3 Docs Interrogatories Special total 245 Questions. Request for Admission 91 Questions and Production of Documents 100 questions. I read that they are not allowed to ask for these before a mandatory Settlement Hearing. If allowed how many... View More

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answered on Jul 18, 2024

In California, during a Mandatory Settlement Conference (MSC), discovery is not typically conducted. The purpose of the MSC is to facilitate settlement discussions between the parties and not to engage in extensive discovery. While discovery can be pursued during litigation, the timing and extent... View More

1 Answer | Asked in Probate for California on
Q: I am one of the beneficiaries in the Turner Family Trust. We are scheduled for a mandatory settlement hearing on August

9, 2024. I was served papers from the opposing side. Special Interrogatorries that had 3 parts. Request for production of Docs 100 questions. Request for admission 91 Questions, Special Interrogatories 245 questions. I read that the opposing side is not allowed to request these Docs before our... View More

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answered on Jul 18, 2024

Under California law, there are specific limits on discovery requests in civil cases. Generally, each party is allowed 35 special interrogatories, 35 requests for admission, and an unlimited number of requests for production of documents, though they must be reasonable in scope. The numbers... View More

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