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New York Probate Questions & Answers
1 Answer | Asked in Probate for New York on
Q: How do I cash a check made out to my deceased parents names

10 years ago my dad transferred his home to me and he became the life estate. He passed away later that year. So the deed is in my name but the mortgage remained in his name and I continued to pay the mortgage. I advised the mortgage company of my parents deaths. I had to sign paperwork so I would... View More

Damien Matthew Bosco
Damien Matthew Bosco
answered on Nov 19, 2024

You might be able to use a small estate affidavit to claim the funds. This process is simpler than full probate and could allow you to deposit the check.

1 Answer | Asked in Probate for New York on
Q: How do I cash an escrow check made out to my deceased parents name

Back in 2014 my dad became terminally ill. He transferred his home to me and he became the life estate. I am the successor on the mortgage. I’m listed as the owner on the deed. There is no will or estate. I been paying the mortgage since his death. I sold the house this September. There is an... View More

Jack Mevorach
Jack Mevorach
answered on Oct 31, 2024

Same answer.

Jack

2 Answers | Asked in Estate Planning and Probate for New York on
Q: Grandfather died. My mother who was his listed as the beneficiary died 9 days after him? He had no will. What happens?

He has 3 other children who are full siblings to my mother. This is in Brooklyn NY, NYC.

Uncle says life insurance payout is on hold because they need my mother's death certificate.

Uncles not forthcoming with information and seem to be trying to get death certificate without me knowing.

Jason  Turchin
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answered on Nov 8, 2024

Sorry to hear about your loss. Generally the first beneficiary would be entitled to the proceeds. Since she died after, it is possible that her estate can make the claim. See if she had a Will. If so, that may dictate what happens to the distribution of the benefits and who would be the personal... View More

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3 Answers | Asked in Estate Planning and Probate for New York on
Q: Grandfather died on October 6. My mother who is one of 4 Children of his died October 15.

Far as I know he had no will. Life insurance policy had no beneficiary and bank accounts totaling 90,000 plus are currently frozen. Is my mother legally owed any of the money. Also there's another policy that has not been claimed. What happens if my mother is named a beneficiary?

We... View More

Benjamin Z. Katz
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answered on Oct 27, 2024

When there is no beneficiary named, the account will be paid to the decedent’s estate. If there is no Will, someone must apply to the Surrogate’s Court for Letters of Administration. The priority of who may apply is 1) Spouse, 2) Children, 3) Parents, 4) Siblings. The grating of Letters of... View More

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0 Answers | Asked in Family Law and Probate for New York on
Q: My husband died recently. I have a revocable living trust.

Can a probate attorney handle the court filing without me present? I am elderly and not well. House bound at this time.

1 Answer | Asked in Estate Planning and Probate for New York on
Q: NYC-- who inherits the house?

Background: House located in NYC/Kings County

Characters: Mother (deceased), father, self, brother, half-brother

Backstory: House purchased in 1974, In fathers name only. he is breadwinner, mother is homemaker. Mortgage paid off 1987. In 1988, father add mothers name to deed. in... View More

Michael David Siegel
Michael David Siegel
answered on Oct 13, 2024

The father likely inherits as the surviving spouse but the language in the deed will govern it.

1 Answer | Asked in Estate Planning and Probate for New York on
Q: Can you tell me a change you might see in a free print off will from 2021 vs one you would print off today 2024

My dads ex girlfriend forged his will I have a lawyer, she used the website Eforms, she said he signed it 2021, the website says the NYS will was updated in May of 2024 but the company will not tell me what they exactly updated. I was thinking maybe it used to be that the witnesses could sign it... View More

Jack Mevorach
Jack Mevorach
answered on Oct 1, 2024

There's no way of knowing. Are you planning to contest the Will?

Jack

1 Answer | Asked in Real Estate Law and Probate for New York on
Q: Once listed as an heir to a estate in NY, can you be denied from getting anything?
Tim Akpinar
Tim Akpinar
answered on Oct 23, 2024

This is not my area of law, but you await a response for almost a month - and I think the wording of your question could have led to confusion about exactly what was meant. If you're listed in a will or trust, you know you're getting something as a beneficiary. It doesn't sound like... View More

1 Answer | Asked in Probate for New York on
Q: I am an estate executor. Does the law firm probating the estate have to provide me with documents if i as request them?

I requested copy of will, letters testamentary and estate account and firm will not provide them

Jack Mevorach
Jack Mevorach
answered on Sep 18, 2024

Yes.

Jack

1 Answer | Asked in Estate Planning, Real Estate Law and Probate for New York on
Q: MY SISTER INLAW DIED 2019 LIVED IN PUERTO RICO. DUE TO POOR HEALTH WE CAN'T TRAVEL TO PR-NEED A PROBATE LAWYER TO HELP

WE NEED A LAWYER TO GET INTO SAFTY DEPOSIT BOX TO SEE IF DEED TO PROPERTY IS THERE AND RETRIEVE MONEY AND JEWELRYAND SELL HOUSE-WE HAD THE WILL REGESTERED/CERTIFIED IN PR COURT-COVID CLOSED THE COURTS AND WE HAD TO LEAVE BEFORE AIRPORTS CLOSED-WE CAN NO LONGER TRAVEL WANT TO SELL THE HOUSE... View More

Bonnie Lawston
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Bonnie Lawston
answered on Aug 30, 2024

Please email us the details and information at bonnielawstonesq@gmail.com.

631-425-7299

1 Answer | Asked in Family Law, Real Estate Law and Probate for New York on
Q: Hello, I want to know what my real estate and trustee rights are (I think?) for a family matter. Any help is appreciated

My mother and father bought a house in the late 90's. Because of my fathers credit, he could not be put on the mortgage - nor was he put on the deed. My mother and her mother signed all of the original paperwork, but my mother and father paid the mortgage - and that's how it remains.... View More

Cesar Mejia Duenas
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answered on Aug 22, 2024

I'm sorry to hear about your situation. Legally, if your father was never on the deed, he doesn't have ownership rights to the house, even if he helped pay the mortgage. Since your mother passed away without her will being probated, your father may have some rights to her share of the... View More

2 Answers | Asked in Estate Planning, Foreclosure, Real Estate Law and Probate for New York on
Q: Hello how do i find out the status of an Heir property ?

There are 2 properties where as the original owners have passed away. There is a daughter produced by the deceased couple. The father left a will. i need to find out the status of the estate

'

Jack Mevorach
Jack Mevorach
answered on Aug 18, 2024

Contact the Executor of the estate and inquire.

Jack

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1 Answer | Asked in Probate for New York on
Q: Should the commission $19k come out of the estate when “the house & contents” were given to 1 sibling? He chose to sell.

My brother was given the house and contents in my step dads will. I was given 22.5 of the remaining estate, my brother 55% my daughter gets 22.5%. My step dad passed away over 2 years ago and the estate has been depleted by legal fees, a hold up in home repairs, and the $19,000 commission on a... View More

Toshinori Isoai
Toshinori Isoai
answered on Aug 30, 2024

In NYS, the executor commissions is typically paid out of the estate. An objection to the amount can be made when the accuracy of the estate accounting is questionable. You can retain your own attorney as an interested party if needed.

1 Answer | Asked in Real Estate Law and Probate for New York on
Q: When home is condemned who secures it?

My sister’s home was condemn she had lived with two other people who did elderly abuse on her. They were supposed to have taking care of her but they did not. The house went to hell. My sister died from them not giving her medicines. I live an hour away, was not able to get to the mountains due... View More

James L. Arrasmith
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answered on Jun 26, 2024

I'm sorry to hear about your sister's situation and the difficult circumstances you're facing. To address your question about securing a condemned home:

1. Generally, the property owner is responsible for securing a condemned property. In this case, that would likely be your...
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1 Answer | Asked in Estate Planning, Real Estate Law and Probate for New York on
Q: My stepbrother and I are Executors of our parents estate. I am to get the house which is paid for & 25% of money.

My stepbrother is to get 50 percent of the money, Here’s the issue:

My stepdad owed taxes on property that was sold in 2017. My attorney told me that since the house was bequeathed to me, that I am responsible for the taxes, unless the other executor agrees to help pay.

He said... View More

Benjamin Z. Katz
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answered on Apr 5, 2024

When someone leaves a Will, the Executor must follow the instructions contained within. Normally debts are paid from the estate before distributions are made. I am confused about your statement that the house was sold in 2017 and property taxes are still due.

3 Answers | Asked in Family Law, Probate and Estate Planning for New York on
Q: How can I find out if my deceased brother has any open bank accounts like savings or certificates of deposit?

I am my brother’s only living heir.

Bonnie Lawston
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Bonnie Lawston
answered on Apr 2, 2024

The best way is to run a social security search. However, if you were appointed as the fiduciary of his Estate you could contact the IRS and obtain a transcript to see what has been reported in the past, contact the local banks and other financial institutions and review all his records, bank... View More

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1 Answer | Asked in Estate Planning, Federal Crimes and Probate for New York on
Q: My inheritance was stolen from me My step father and my sister Forged My mother's will and lied how can I get it back

I was in jail at the time plus I am my mother's 1st son and favorite yet I didn't sign anything or agree to nothing they just took everything

I need help

James L. Arrasmith
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answered on Mar 13, 2024

I'm so sorry to hear about your situation. Dealing with a manipulated will and the loss of an inheritance is incredibly painful, especially while also grieving the loss of your mother. Here are some steps you could consider taking to try to rectify the situation and get back what is rightfully... View More

2 Answers | Asked in Probate, Estate Planning and Civil Litigation for New York on
Q: can a will/or unofficial will be contested by a non family member ?

can an court appointed admin of an estate pick and choose what to honor in a will/or unofficial will

Benjamin Z. Katz
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answered on Mar 4, 2024

An Executor appointed by the Court is a fiduciary of the estate. They are required to follow the directives set forth in the Will which has been validated by the Court. There is no such thing as an unofficial Will. A Will may be contested by non-family members. However, they must demonstrate... View More

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1 Answer | Asked in Estate Planning and Probate for New York on
Q: What is a citation in a will? Its going to distributees. Will the distributee receive money? or is it just notifying?
T. Augustus Claus
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answered on Feb 15, 2024

In New York estate planning and probate, a citation in the context of a will is a legal notice issued by the court. This notice is sent to distributees (potential heirs and other interested parties) to inform them of the probate proceedings and to give them an opportunity to appear in court if they... View More

1 Answer | Asked in Probate for New York on
Q: father passed away 2 years, no living will, ive been paying mortgage, havent notified bank, worried i'll lose the house.

My father passed away 2 years ago, and did not leave a willing. My two older siblings and I have been paying the mortgage in his name. We are worried that if we do, the bank will take away the house, because its not in our name. What are your suggestions on this matter, how should I proceed and... View More

Michael David Siegel
Michael David Siegel
answered on Jan 29, 2024

First, pay the mortgage if you want the house. The bank will take money from anywhere. Just pay. To transfer title, subject to seeing the current deed, you are going to have to form an estate for your father, get Surrogate Court letters, and then do a deed to the three of you.

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