Alabama Estate Planning Questions & Answers
Q: In the state of Alabama if a person dies intestate and owns a home that is paid for, has one living son and one deceased
Jack T. Carney's answer
If a person dies intestate, that is without a Last Will and Testament, then the assets in the person's sole name pass to the "heirs at law" of that person. Assuming there is no spouse, the heirs at law are the children. If there is a deceased child, the children of that deceased child inherit the share their parent would have received had they been living. In your hypothetical and assuming there are no other family members, the home would pass 1/2 to the living son and 1/2 to the...
If a person dies intestate, that is without a Last Will and Testament, then the assets in the person's sole name pass to the "heirs at law" of that person. Assuming there is no spouse, the heirs at law are the children. If there is a deceased child, the children of that deceased child inherit the share their parent would have received had they been living. In your hypothetical and assuming there are no other family members, the home would pass 1/2 to the living son and 1/2 to the...
Q: I have been living with a man for almost 2 years. We are not married. We just bought a house but I am not on the deed or
Jack T. Carney's answer
Your interest in the home may be at risk if he predeceases you. Further, Alabama law recently abolished common law marriage, so you would not have the protection of a spouse even if you hold yourself out as husband and wife. It would be best for you to protect your interest in the home, especially if you continue to make mortgage payments. If you do not take any action, the home would pass to his heirs (assuming he does not have a Will) and then you would need to spend money to sue them to...
Your interest in the home may be at risk if he predeceases you. Further, Alabama law recently abolished common law marriage, so you would not have the protection of a spouse even if you hold yourself out as husband and wife. It would be best for you to protect your interest in the home, especially if you continue to make mortgage payments. If you do not take any action, the home would pass to his heirs (assuming he does not have a Will) and then you would need to spend money to sue them to...
Q: I am the executor of my mother's will. I am in the process of having it probated (waiting on 1 waiver)
Jack T. Carney's answer
The answer to your question depends on the particular facts of your situation. The issue will be whether those accounts became assets of the estate or assets of your sister at your mother's death. As Executor you will have the power and maybe even the obligation to research that issue and determine if those accounts are more properly titled in the estate. As your attorney probably told you, you do not need her waiver to become Executor (the process is just more cumbersome without it)....
The answer to your question depends on the particular facts of your situation. The issue will be whether those accounts became assets of the estate or assets of your sister at your mother's death. As Executor you will have the power and maybe even the obligation to research that issue and determine if those accounts are more properly titled in the estate. As your attorney probably told you, you do not need her waiver to become Executor (the process is just more cumbersome without it)....
Q: What is the penalty for liquidating decedents assets and distributing them according to the will w/out going through pr
Frank Truncali's answer
The problems you could have by not probating the will would be related to changing the legal ownership of certain types of assets or dealing with an heir who believes the will distribution was not handled properly. If there is any real estate in the name of the deceased, probating may be necessary. Also, if they had any deposit or investment accounts with no co-owner or named beneficiary, then probate would be necessary. Additionally, probate gives creditors a specific amount of time to make...
The problems you could have by not probating the will would be related to changing the legal ownership of certain types of assets or dealing with an heir who believes the will distribution was not handled properly. If there is any real estate in the name of the deceased, probating may be necessary. Also, if they had any deposit or investment accounts with no co-owner or named beneficiary, then probate would be necessary. Additionally, probate gives creditors a specific amount of time to make...
Q: dad died. Had will with children equal beneficiaries. Recently married. No mention her in will. How is property divided?
Shane Michael Oncale's answer
This question is more proper under the heading "Estate" or "Wills and Estates" than it is under Family Law but regardless the answer to your question is not as simple as you make it out to be. You will have to sit down with an attorney to make several determinations. Under Alabama law a spouse who is left out of a will may still claim the homestead exemption, exempt property and family allowance. In addition a spouse in such a situation has 6 months from the death or 6 months from the...
This question is more proper under the heading "Estate" or "Wills and Estates" than it is under Family Law but regardless the answer to your question is not as simple as you make it out to be. You will have to sit down with an attorney to make several determinations. Under Alabama law a spouse who is left out of a will may still claim the homestead exemption, exempt property and family allowance. In addition a spouse in such a situation has 6 months from the death or 6 months from the...
Q: Estate go to wife of person who died?
Frank Truncali's answer
As long as a beneficiary in a will (Chuck) survives more than five days after the death of the testator (Bill), then Chuck's interest would go into his estate. As surviving spouse it should go to you first. That is the general rule. One exception would be if Chuck had specific language in his will as to how long his beneficiaries should live after his death.
As long as a beneficiary in a will (Chuck) survives more than five days after the death of the testator (Bill), then Chuck's interest would go into his estate. As surviving spouse it should go to you first. That is the general rule. One exception would be if Chuck had specific language in his will as to how long his beneficiaries should live after his death.
Q: My husband has a house in his name only that he purchased before were married.
Jack T. Carney's answer
You would be entitled to inherit the house if your husband designated you as the beneficiary in his valid Last Will and Testament (or added you to the deed). If he died without a Will, then Alabama law directs that one-half of the assets in his name pass to his spouse and one-half pass to his children. In family situations such as yours careful and thoughtful estate planning is so important. It can truly help prevent a disaster down the line.
You would be entitled to inherit the house if your husband designated you as the beneficiary in his valid Last Will and Testament (or added you to the deed). If he died without a Will, then Alabama law directs that one-half of the assets in his name pass to his spouse and one-half pass to his children. In family situations such as yours careful and thoughtful estate planning is so important. It can truly help prevent a disaster down the line.
Q: My brother and I inherited some land from my father when he died in his will. It was to be divided equally between us.
Mr. James Parrish Coleman's answer
IF your father'swill was probated and the land was deeded to you and your brother, you are tenants in common in the land, in all likely-hood. Read the deed that was executed when the estate was closed. What does it say? Was an estate even opened? If not, the will is not effective. How long ago did your father die? More than 5 years ago? If so, the will cannot now be made effective. You need to talk to a Probate lawyer in your county.
IF your father'swill was probated and the land was deeded to you and your brother, you are tenants in common in the land, in all likely-hood. Read the deed that was executed when the estate was closed. What does it say? Was an estate even opened? If not, the will is not effective. How long ago did your father die? More than 5 years ago? If so, the will cannot now be made effective. You need to talk to a Probate lawyer in your county.
Q: Can the witnesses of the will be girlfriend and mother
Jack T. Carney's answer
In Alabama a witness to a Will may be a relative or beneficiary under the Will. The applicable law is found at Ala. Code section 43-8-134, which states:
(a) Any person generally competent to be a witness may act as a witness to a will.
(b) A will or any provision thereof is not invalid because the will is signed by an interested witness.
In Alabama a witness to a Will may be a relative or beneficiary under the Will. The applicable law is found at Ala. Code section 43-8-134, which states:
(a) Any person generally competent to be a witness may act as a witness to a will.
(b) A will or any provision thereof is not invalid because the will is signed by an interested witness.
Q: What are the range of legal fees to have an Alabama "Survivorship Deed and Will processed legally?
Jack T. Carney's answer
An attorney cannot really provide a fee range until learning a lot more about the situation. Most attorneys would bill hourly for their work, which is a pretty fair method for all parties. It can be difficult to obtain pro bono assistance for estate matters (as there are assets), but if your income is low and the assets are not liquid, you may qualify for a legal assistance program. In the Birmingham area we have Volunteer Lawyers Birmingham (https://vlpbirmingham.org). You may have a...
An attorney cannot really provide a fee range until learning a lot more about the situation. Most attorneys would bill hourly for their work, which is a pretty fair method for all parties. It can be difficult to obtain pro bono assistance for estate matters (as there are assets), but if your income is low and the assets are not liquid, you may qualify for a legal assistance program. In the Birmingham area we have Volunteer Lawyers Birmingham (https://vlpbirmingham.org). You may have a...
Q: My Aunt passed away 3 days before signing her will to leave everything to me her niece. Next of kin is her brother.
Jack T. Carney's answer
I am not quite sure I understand the exact specifics of your situation, but if you have a valid Last Will and Testament that names you as the beneficiary of an estate, then it really does not matter what any one says about it, you would be the beneficiary. However, the Will must be "proved" to be the valid Last Will and Testament of the deceased and that proving process is what we call "probate." It sounds like you really need to speak to an attorney to see if you need to take any additional...
I am not quite sure I understand the exact specifics of your situation, but if you have a valid Last Will and Testament that names you as the beneficiary of an estate, then it really does not matter what any one says about it, you would be the beneficiary. However, the Will must be "proved" to be the valid Last Will and Testament of the deceased and that proving process is what we call "probate." It sounds like you really need to speak to an attorney to see if you need to take any additional...
Q: My son's father isn't on the birth certificate. Im having my will drawn up. Can my son be left to my sister in my will.
Mr. James Parrish Coleman's answer
You can't "leave" a child to someone. You can express a preference on who would have custody of the child in the event of your death. The person who would have a priority over the person you choose would be the father of the child. The only way you can prevent that is to terminate his parental rights.
You can't "leave" a child to someone. You can express a preference on who would have custody of the child in the event of your death. The person who would have a priority over the person you choose would be the father of the child. The only way you can prevent that is to terminate his parental rights.
Q: If you remarry in Alabama who do you leave your house to? Your new spouse or your kids from a previous marriage?
Jack T. Carney's answer
The basic answer is that a person may leave their home to the beneficiary of their choice, be it a new spouse or children from a previous marriage. However, when a person remarries and does not have a prenuptial agreement, the surviving spouse will have certain rights in the estate of the deceased. It is important to have an awareness of these default rights when planning an estate. For example:
1. A surviving spouse can remain in the home during the course of the administration...
The basic answer is that a person may leave their home to the beneficiary of their choice, be it a new spouse or children from a previous marriage. However, when a person remarries and does not have a prenuptial agreement, the surviving spouse will have certain rights in the estate of the deceased. It is important to have an awareness of these default rights when planning an estate. For example:
1. A surviving spouse can remain in the home during the course of the administration...
Q: mother passed: house w/ mortgage, land, CD's a insurance policies no beneficiary. no will, do I petition probate?
Jack T. Carney's answer
I cannot speak to your specific situation without reviewing the deed, account information, etc. In general when a person dies and their name is the only name on an asset (such as the deed or a CD) and further where there is no beneficiary named, then a probate is required in order to transfer title to those assets. If there was a co-owner or a payable on death beneficiary, then there would be no assets in the deceased's name and probate would not be needed. The basic function of probate is...
I cannot speak to your specific situation without reviewing the deed, account information, etc. In general when a person dies and their name is the only name on an asset (such as the deed or a CD) and further where there is no beneficiary named, then a probate is required in order to transfer title to those assets. If there was a co-owner or a payable on death beneficiary, then there would be no assets in the deceased's name and probate would not be needed. The basic function of probate is...
Q: My mother is in Alabama and in poor health, she has a will leaving all property to me
Mr. James Parrish Coleman's answer
There is no way I can answer that question without knowing whose name is on the deed to the house. If her name only is on the deed, and there is a valid will devising it to you, you will inherit the house. If there is no will, then the house would be inherited by her children and her spouse in equal shares --- after the debts and expenses of the estate were paid. If the deed is a joint tenancy with the husband with a right of survivorship in the house, the house would be his on her death. Now,...
There is no way I can answer that question without knowing whose name is on the deed to the house. If her name only is on the deed, and there is a valid will devising it to you, you will inherit the house. If there is no will, then the house would be inherited by her children and her spouse in equal shares --- after the debts and expenses of the estate were paid. If the deed is a joint tenancy with the husband with a right of survivorship in the house, the house would be his on her death. Now,...
Q: Agreement in front of witnesses to buy $350 item. "Check in the mail". Now refuses to pay but keeping the item.
1 Answer
| Asked
in
Civil Litigation, Contracts and Estate Planning
for
Alabama
on
Answered on Jun 22, 2018
Answered on Jun 22, 2018
Mr. James Parrish Coleman's answer
The husband owned the stuff after she died. He died and now it belongs to his heirs. What county are you in?
The husband owned the stuff after she died. He died and now it belongs to his heirs. What county are you in?
Q: If my spouse removes me as the beneficiary of his life insurance policy, will I be notified? I'm in the state of Alabama
Jack T. Carney's answer
There are a lot of facts that would be important to have before someone can give you a specific answer (such as: are you going through a divorce, is there any legal requirement that your spouse name you as a beneficiary, etc). Generally speaking however, I cannot think of any mechanism whereby a beneficiary would receive notice of a change to a policy. The owner of the policy has complete control over the beneficiaries. If you were by chance the owner, then you may receive confirmation of the...
There are a lot of facts that would be important to have before someone can give you a specific answer (such as: are you going through a divorce, is there any legal requirement that your spouse name you as a beneficiary, etc). Generally speaking however, I cannot think of any mechanism whereby a beneficiary would receive notice of a change to a policy. The owner of the policy has complete control over the beneficiaries. If you were by chance the owner, then you may receive confirmation of the...
Q: Can my husband and I give our son a house that we own. Do we just sign the deed over to him without tax problems?
Eric Steven Day's answer
You can sign over your house to your son, however, I would look into doing it in a few ways. If you sign the deed over to your son this can be considered a gift. You as individuals are allowed to give a gift in the amount of $14,000 each to anybody throughout the year tax-free. So you and your husband could give up to $14,000 each (a total of $28,000) of value in the house before ever having to file with the IRS for the transaction. But assuming the equity in the house is greater than...
You can sign over your house to your son, however, I would look into doing it in a few ways. If you sign the deed over to your son this can be considered a gift. You as individuals are allowed to give a gift in the amount of $14,000 each to anybody throughout the year tax-free. So you and your husband could give up to $14,000 each (a total of $28,000) of value in the house before ever having to file with the IRS for the transaction. But assuming the equity in the house is greater than...
Q: My father is deceased and we got a letter to pay his land/home taxes. His wife is MIA. How do I take over the estate?
1 Answer
| Asked
in
Estate Planning, Family Law, Real Estate Law and Probate
for
Alabama
on
Answered on May 8, 2018
Answered on May 8, 2018
Kristine Jones' answer
You should contact a property law attorney (preferably where the house is located) and she/he can help you figure out about the mortgage/deed issue. If they can't help you with probate matters, then you would need a probate attorney to open his estate. Best of luck!
You should contact a property law attorney (preferably where the house is located) and she/he can help you figure out about the mortgage/deed issue. If they can't help you with probate matters, then you would need a probate attorney to open his estate. Best of luck!
Q: How do we cash a check with 2 names on it after one has died?
1 Answer
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in
Estate Planning, Family Law, Real Estate Law and Banking
for
Alabama
on
Answered on May 8, 2018
Answered on May 8, 2018
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