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Oregon Probate Questions & Answers
1 Answer | Asked in Probate for Oregon on
Q: Do I need to honor a writ of garnishment during probate in Oregon if I received the writ after the statue of limitations

Is a writ treated the same as a claim during the probate process that can be denied based on statue of limitations? I am the affiant/claiming successor in a small estate where I filed probate in January. State of Oregon sent me a writ to garnish money (any inheritance) for an heir listed in the... View More

Theressa Hollis
Theressa Hollis
answered on May 1, 2023

Is the garnishment for one of the probate devisees/heirs? If the answer is "Yes" and you hold money for this person then I think you have to abide by the garnishment. You don't deny a garnishment. If you no longer hold money for this person then you can answer the garnisher with... View More

1 Answer | Asked in Estate Planning and Probate for Oregon on
Q: Need attorney for two llc, in OR and CA setting trust to avoid probateDo I need attorney licensed in both state?

Currently one sole llc operated in Portland Or

Another LLC operated in LB Ca as Oregon based foreign status

Need set up trust to own both.

Need to change LB CA from OR foreign Llc operations in CA to CA Llc

To avoid probate

Do I need an attorney licensed for... View More

Karn Thapar
Karn Thapar
answered on Apr 24, 2023

If you are residing in California, then you should be fine with just a California licensed attorney. Each of the membership interests of your LLCs will be assets that will be held in the name of your trust. Although it may be preferable to find an attorney licensed in both states in case novel... View More

1 Answer | Asked in Probate for Oregon on
Q: Does the clerk hold the deed to a sold property if the property is still in probate

Non-judicial foreclosure auction occured while house was still being litigated in probate.. PR was ordered to stop auction and did nothing to stop it

Can the judge order current buyer to comply with court order to sell to heir?

Anthony M. Avery
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answered on Apr 20, 2023

Hire an OR attorney now to set aside the conveyance. Contempt might be in order in Probate Court, but it might involve a separate action. Time is of the essence or prejudice to the purchaser will set in, who is also a party.

1 Answer | Asked in Probate for Oregon on
Q: I need to fill out a court fee waiver form of a small estate probate form. I'm the petitioner. Who is the respondent?
Theressa Hollis
Theressa Hollis
answered on Apr 19, 2023

The form isn't really designed for probate cases. I guess you could put, "Estate of ____________."

1 Answer | Asked in Probate for Oregon on
Q: How can I sue a PR who was negligent in his duties and was deceptive when filing petitions in probate court.

I do have documents with deceptive wording..and time lines when events occurred. His neglect and avoidance of court orders cost me my house. He is not bonded , and I believe he should have been however I was without means to object until just recently. Now I am in desperate need of an atty in my... View More

Theressa Hollis
Theressa Hollis
answered on Apr 17, 2023

You will need to hire a probate litigator to assist you. Hopefully the estate is still open and has not yet been distributed.

1 Answer | Asked in Probate for Oregon on
Q: Can a probate judge in Oregon overturn a non-judicial foreclosure auction sale if PR was ordered to stop it?

PR was ordered to do all in his power to allow widow to make cash purchase within days of scheduled non-judicial foreclosure. PR took two days and did not notify lender until hours after auction sale concluded

Theressa Hollis
Theressa Hollis
answered on Apr 17, 2023

To get an accurate answer to your specific question an attorney will need to review all paperwork. I don't know for sure but my guess is that the foreclosure (assuming it was done properly within the law) will stand.

1 Answer | Asked in Estate Planning and Probate for Oregon on
Q: Is it legal for a conservator to have there name added to the conservatees bank account and upon conservatees death the

There was ,$90000.00 in my mother's bank account when she died but my sister the conservator had her name added to my mom's account and upon her death it was reported that that money doesn't belong to the estate it belongs to my sister how is that possible

Theressa Hollis
Theressa Hollis
answered on Apr 17, 2023

Having your name on someone's bank account as their Conservator does not give the money in that account to the Conservator at the person's death. Is it possible that your mother named your sister as "Payable On Death" on that account before she became financially incapable... View More

1 Answer | Asked in Estate Planning and Probate for Oregon on
Q: Can I filed a small estate affidavit as an heir if I am not inheriting anything listed within the affidavit?

My mother passed away without a will and has a couple things that did not have a beneficiary listed (some stocks and an IRA). She was married to my father so he is the one who will receive those items. I want to file a small estate affidavit but am unsure if I can since I will not be benefitting... View More

Theressa Hollis
Theressa Hollis
answered on Mar 28, 2023

In an intestate estate (when someone dies without a Will) the people who can file the small estate affidavit are the heirs (your father, in this case) and any creditor. This means that if you pay one of your mother's bills or pay for her burial/cremation, for example, you will become a... View More

1 Answer | Asked in Civil Litigation and Probate for Oregon on
Q: I was previously the sole trustee for my late parents irrevocable trust. Myself and my brother are beneficiaries.

My brother has fought my legal authority from day 1 and done everything he could to conceal, withhold and hide debts owed , creditors etc… I’ve been trying to administer the trust for two years now and he’s got an attorney that’s had me removed as trustee and is now suing me for failure to... View More

Theressa Hollis
Theressa Hollis
answered on Mar 27, 2023

It is important that you hire a litigator to represent you. This will be the only way you will be appropriately defended and have any chance of receiving your share of the inheritance.

1 Answer | Asked in Contracts, Criminal Law, Probate and Small Claims for Oregon on
Q: What can I do and where do I start? Is this legal?

In Douglas county Oregon I moved my stuff in a storage unit in June 2021 that was owned by a friend of a friend. It was agreed I would pay $60 a month and I ended up paying for three months the day I moved everything in just because I had the extra cash at the time. we never wrote anything out and... View More

Gregory L Abbott
Gregory L Abbott
answered on Mar 12, 2023

With no question posed, there is nothing to respond to.

1 Answer | Asked in Estate Planning and Probate for Oregon on
Q: I'm an only child, but dad claims no descendants in his will and he sadly passed away. Do I have any rights?

Unfortunately, my dad and I have been estranged for years. He was 80 years old when he created his will, and he stated he was not married (true) and had no children (false). He has since passed and left his entire estate to a charity. In his will, he did not specifically disinherit me, mention my... View More

Theressa Hollis
Theressa Hollis
answered on Mar 8, 2023

Yes, you have the right to contest your father's Will. I recommend you contact the attorney who is representing the Personal Representative and let them know that you are your father's child. Be prepared to prove this fact with a birth certificate, genealogy information, old... View More

1 Answer | Asked in Probate for Oregon on
Q: As the pers rep for a small estate I received a $2000 death benefit from CalPERS that I didn't know about. Must I amend

I already amended once and probate is now closed. DOD 6/5/20

Theressa Hollis
Theressa Hollis
answered on Feb 13, 2023

You may want to consult with a probate attorney on this. ORS 114.515 does require you to amend the Small Estate Affidavit to include property not previously included. The final answer may be that you should file an amended Affidavit if you need to in order to cash the CalPERS check.

1 Answer | Asked in Estate Planning and Probate for Oregon on
Q: What happens when you have lived with your mother in her home for over 16 years during you have helped pay for

The home remodeling.just in the last few years my mother had moved out the home to stay with my only brother ln his house then she passes and no will witch it was decided verbally that he would get money that she left and I get the home then he passed away and now my nephew is filling for executive... View More

Theressa Hollis
Theressa Hollis
answered on Feb 1, 2023

I am sorry for your loss. In Oregon when someone dies without a Will their intestate heirs have priority to be appointed as their Personal Representative (Executor). Your nephew would likely not have priority so if you wish to be in charge of your mother's probate I recommend you hire an... View More

2 Answers | Asked in Probate for Oregon on
Q: My uncle died intestate. Do I need to disclose to my family and estate lawyer a bank acct he made me joint owner of?

My uncle recently died unexpectedly w/o a will. A week prior he made me PoA on his bank accounts, primary on a Durable PoA, and primary on his Adv Directive. At the same time he made me joint owner of a large bank account, but the bank manager said they'd discussed this months ago and he even... View More

John Michael Frick
John Michael Frick
answered on Dec 28, 2022

There is a difference between being a joint account owner and being the beneficiary named in a pay on death directive. It is not uncommon for joint account owners to mutually designate the other owner as POD, but it is not necessarily automatic.

In most--if not all--US states, money on...
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2 Answers | Asked in Estate Planning and Probate for Oregon on
Q: How do we go about locating an estate attorney for a recently deceased family member, when you cannot locate a will?
Karn Thapar
Karn Thapar
answered on Dec 28, 2022

Hello, any attorney should be able to assist you with this matter. Many times individuals pass without a will, in which case an experienced probate attorney can assist you with the process. Probate is the court process whereby the family member's assets pass to the family. Please feel free... View More

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2 Answers | Asked in Probate for Oregon on
Q: I am Affiant Sm Est Court Certified Prob. Case Now I learned Real Prop is worth 200K+++. What form to file Court Notice

RE: ORS 114.515 Small estate affidavit: Procedure when value of estate exceeds limitations. I am Affiant of Court Cert Small Est. Probate Case. I discovered the Real Property is worth MORE than the $200K limit for the Small Estate Probate. ORS 114.515 (7) If the fair market value of the property... View More

Anthony M. Avery
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answered on Jan 3, 2023

Hire a competent OR attorney and first decide if the real property is actually an Estate Asset or not. Then proceed accordingly.

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1 Answer | Asked in Probate for Oregon on
Q: I am co-rep of will.the other rep of will is using her personal lawyer of 5 years to probate for her and contest the wil

can she pay her from estate?

Theressa Hollis
Theressa Hollis
answered on Dec 7, 2022

Usually the person contesting the Will must pay for the initial litigation expenses, however, if they are successful they could ask for court approval for reimbursement from the estate. If you are named as co-Personal Representative in the Will I recommend you hire your own attorney to advise you.

2 Answers | Asked in Probate for Oregon on
Q: What do I do if we only have a scanned copy of my dad's will?

My dad passed in 2005 and a few years ago we learned that there are some outstanding PERS benefits. But to process the required paperwork, we need a certfied copy of his will. And we only have a scanned copy of it.

Theressa Hollis
Theressa Hollis
answered on Dec 2, 2022

It is unlikely that a certified copy of your father's Will is what is needed. If no beneficiary was named by your father for the PERS benefits then a probate is likely what will be required. Depending on the value of the PERS benefits you might be able to file a Small Estate Affidavit. Then... View More

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1 Answer | Asked in Divorce and Probate for Oregon on
Q: Mother in-law died my wife's brother and sister wanted to sell the house me the husband paid the brother for his portion

Me and the wife stayed in the home made the payments from a joint account and I remodeled the house and also help make the payments and paid the sister off from her portion of the house am I initialed to any portion of the sale of the home

Theressa Hollis
Theressa Hollis
answered on Nov 21, 2022

You will need to review the specific facts of your situation with an attorney. The answer to your question will depend on what written agreements you have, how the home is titled, whether or not your mother-in-law left a Will or Trust, how much you can prove you have done to increase the current... View More

1 Answer | Asked in Probate for Oregon on
Q: A mother of 3 adult children 1 living with her dies intestate. How do they determine personal representative?

This is an assignment for LAw 105 Estate Administration & Probate Practice; She has three children, two of them live on their own, and one is living with her. The one living with her has made renovations to the residence. The other two children wish to sell the house at market value, not... View More

Theressa Hollis
Theressa Hollis
answered on Nov 7, 2022

In Oregon, when a person who dies intestate (with no Will) you must look to ORS 112.045 to determine who the estate goes to. If the decedent had no spouse at her death her three children will split the estate equally (assuming she has no children who have predeceased her and left children of their... View More

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