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Probate Questions & Answers
0 Answers | Asked in Probate for Puerto Rico on
Q: Should you accept a settlement offer without going through the probate process?

Two heirs presented an offer to the other two heirs, without filing any documentation with the courts for the Estate. There is no will and only 4 legitimate heirs (second wife & half-brother (offering), two heirs (getting offer) are his sons from 1st wife. Numerous attempts to obtain... View More

1 Answer | Asked in Probate for Rhode Island on
Q: Are there any consequences regarding an executor in another state that does not probate a vehicle registered and houses?
Albin Moser
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answered on Apr 19, 2024

One of the purposes of probate is to make sure there is clear title to assets, so if there is no trust or other means of non probate transfer of these assets then yes, they need to be probated. But, concerning the houses, check the deeds to see if they were owned with any other person or placed in... View More

1 Answer | Asked in Probate for Missouri on
Q: Removed from will in codicil but still in letters testamentary of administration. Will I get what is listed?

If I am removed from a will due to a codicil but I am mentioned in a application for letters testamentary, will I receive what is stated or will I have to fight the codicil?

Anthony M. Avery
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answered on Apr 19, 2024

If the Codicil is admitted to Probate, then it modifies the Probated Will. If you have interpreted it correctly, then you receive nothing. But Codicils have to be drafted and executed properly, so you may wish to contest the Codicil. Hire a MO attorney to look at the Probate file.

1 Answer | Asked in Estate Planning and Probate for Washington DC on
Q: If I went and filled a will with the courts and was appointed executor would any new wills have to be contested

I filed my father’s will and was appointed executor by the courts but a few days after I did this someone else has presented a new will. Would they have to contest mine since the court already filed it or would theirs automatically be valid since it was more recent? And would they automatically... View More

Mark Oakley
Mark Oakley
answered on Apr 19, 2024

The Register of Wills will automatically convert the proceedings to Judicial Probate, and schedule a hearing to determine which Will is valid. You will likely be converted from a PR to a Special Administrator, which limits what you can do, pending determination by the court as to which will is the... View More

1 Answer | Asked in Probate for Florida on
Q: Explain "any person entitled to exempt property is required to a file a petition for determination of exempt property

My mother had property that was going to be auctioned off in 2021. She did a quit deed to me. She died in 2023. This property should not be part of the estate. Wondering if I have to declare this in any way. Is this exempt property?

Phillip William Gunthert
Phillip William Gunthert
answered on Apr 19, 2024

You really need to work with and speak with a Florida Probate Attorney, but generally, the laws related to exempt property you can find in Florida Statute 732.402 (in part below):

(2) Exempt property shall consist of:

(a) Household furniture, furnishings, and appliances in the...
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1 Answer | Asked in Probate for Florida on
Q: I was left a home that was in a trust, the home was sold.

My friends will in Florida left me her home which was in her trust. The trustee decided that she should be in a assisted living facility so the home was sold and the proceeds invested in the trust accounts. The trustee says that I am not entitled to the proceeds of the sale of the home and that... View More

Barry W. Kaufman
Barry W. Kaufman
answered on Apr 18, 2024

Correct. You have no property rights to the house or to the proceeds of the sale. The Will becomes effective upon death. The trustee is free to dispose of the house to benefit the settler (your friend) during her/his lifetime.

1 Answer | Asked in Estate Planning, Real Estate Law, Tax Law and Probate for Puerto Rico on
Q: How do probate laws in NY and PR affect each other? My late husband's properties will be in probate simultaneously.
James L. Arrasmith
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answered on Apr 18, 2024

Probate laws in New York (NY) and Puerto Rico (PR) are separate and distinct, as they are two different jurisdictions. However, if your late husband owned properties in both NY and PR, the probate process will need to be initiated in each jurisdiction simultaneously. Here's what you should... View More

1 Answer | Asked in Foreclosure, Real Estate Law, Tax Law and Probate for Indiana on
Q: is there a limit on the amount of fee that can be charged to the owner of a tax sale property when claiming the surplus

by a third party/bounty hunter company?

James L. Arrasmith
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answered on Apr 18, 2024

The laws regarding tax sale property surplus funds and the fees that third-party companies can charge for assisting owners in claiming those funds vary by state and jurisdiction. Many states do have limits on the fees that can be charged, but the specifics differ.

For example:

1. In...
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0 Answers | Asked in Probate for Georgia on
Q: How do you petition the court in GA to change a co-administrator of my mother's estate because that person passed also?

I am the co-administrator and we want to add my brother in place of my sister who recently passed.

Do you know if there is a form we can use because I am only finding information and forms for petition of LOA.

Thank you

1 Answer | Asked in Probate for Tennessee on
Q: I was named as executor of a will. I sent a renunciation form to court. Is that sufficient?
Anthony M. Avery
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answered on Apr 18, 2024

If you do not take the fiduciary oath, then you will never be the fiduciary. If someone calls you about it, explain that you refuse to be the executor.

0 Answers | Asked in Estate Planning and Probate for Minnesota on
Q: I recently found out my mom had a life insurance policy at her time of death in 2010 that my brother received because he

Was next of kin. Without informing me the money was split up between my 2 brothers and 1 sister and I didn't receive a dime. What can I do to get my fair share of the money I'm owed?

1 Answer | Asked in Estate Planning and Probate for Minnesota on
Q: I recently found out my mom had a life insurance policy at her time of death in 2010 that my brother received because he

Was next of kin. Without informing me the money was split up between my 2 brothers and 1 sister and I didn't receive a dime. What can I do to get my fair share of the money I'm owed?

Robert Kane
Robert Kane
answered on Apr 18, 2024

The specific facts of the situation will dictate how you should proceed. There are numerous questions that need to be answered. To start:

Have you confronted him?

The insurance company should have contacted all beneficiaries directly. Why didn't this happen?

How was...
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1 Answer | Asked in Estate Planning, Real Estate Law and Probate for Texas on
Q: Can a temporary administrator sell community property before separate property to pay deceased person debts?
Gratia "Grace" P. Schoemakers
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answered on Apr 24, 2024

It depends on what the order says. A Temporary Administrator is a very limited appointment, the order that appoints them will say exactly what they can do. If it is not listed they can not do it.

If you have questions as to what the order means, or you believe that the order was given...
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1 Answer | Asked in Estate Planning, Family Law and Probate for California on
Q: What is the Dead Man's Statute?

My father passed away, his wife refused to give his children his estate documents. I filed a petition with the court and her response stated - "I am aware that; I and my husband, prepared a Revocable Living Trust on or about July 11, 2023. Shortly after creating the Trust, my husband,... View More

James L. Arrasmith
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answered on Apr 17, 2024

In California, the Dead Man's Statute, also known as the Evidence Code Section 1261, limits the admissibility of statements made by a deceased person in certain legal proceedings. The statute is designed to protect the estate of a deceased person from fraudulent claims.

Under the Dead...
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1 Answer | Asked in Probate for North Carolina on
Q: I have been paying on a piece of property and it was in probate . I have been paying the heir of the property can I take

Possession of property

Ben Corcoran
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Ben Corcoran
answered on Apr 17, 2024

You cannot take possession of the property unless the heir(s) execute a deed to you.

4 Answers | Asked in Real Estate Law, Estate Planning, Land Use & Zoning and Probate for Virginia on
Q: Can someone will property to another person when I was deed certain parts of the property 19 years ago?

If I was deed certain parcels of a property but they also will the entire property to someone else ( I assume this world be including my parcels considering it’s all one address) how does this work? Would I have to create a new address to live on my property or is that even possible?? What does... View More

Dominic Paul Lascara
Dominic Paul Lascara
answered on Apr 17, 2024

Your question is not clear as to what you are asking, so I am going to guess that you are asking if someone can devise (gift) real estate under a Will, when part of the real estate was subdivided with several parcels being conveyed out during the decedent' lifetime. The Will can effectively... View More

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1 Answer | Asked in Real Estate Law and Probate for Arizona on
Q: My girlfriend is getting an inheritance from her dads will.Family lawyer says we have to pay a oath & stamp duty fee

and a nortization fee equaling to a totall of 130k. Im more curious to make sure its not a scam. The inheritance money wise is over 7 million and 65 acres of land.

Anthony M. Avery
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answered on Apr 17, 2024

GF needs to hire an AZ attorney to check out the Probate Action. Then he needs to look into the distribution itself. Notary fees do not justify $130K ever. However it sounds like there are other fees involved, not just for a notary. Also the Deed will need to be drafted correctly to convey... View More

0 Answers | Asked in Probate for New York on
Q: Where would I find the listing of all beneficiaries to a probate estate in Southern California?

I, 40, had a great aunt pass away in Southern California, I am in New York. During this process I had to sign off on a sale, and was told that I would be receiving a sum of money. Since this, I've had a falling out with my family, and when asked was told the stipulations were changed. How can... View More

0 Answers | Asked in Probate for Arizona on
Q: Do I have to pay attorney fees if a trustee gets an attorney to transfer their rights to a new trustee?

Current standing trustee hired an attorney to transfer their rights to a new trustee due to being voted for removal by the beneficiaries. Due to the current trustee not defending the removal, do I or the trust still have to pay the attorney fees?

1 Answer | Asked in Probate for Puerto Rico on
Q: Dad passed 2 years ago,his wife passed6 years ago,willed everything to myself and my sister,left my stepsister out

Is she entitled to claim,in puertorico

Rafael  Pagan-Colon
Rafael Pagan-Colon
answered on Apr 18, 2024

You do not specify to whom was your stepsister related. Neither do you specify when/where both spouses died. Under rule of law, your stepsister would not inherit from her step-parent. Nevertheless, she would inherit from her actual parent. If she was left out of both wills, her parent incurred in... View More

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