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Florida Probate Questions & Answers
4 Answers | Asked in Probate for Florida on
Q: Father passed away. He left me as beneficiary on bank account and his stocks. Is this able to be contested by siblings ?

What are the tax implications after receiving beneficiary funds?

T. Augustus Claus
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answered on Nov 16, 2023

Yes, your siblings can contest your father's will if they believe that you were not the intended beneficiary of his assets or that the will was improperly executed. However, it is important to note that it is difficult to contest a will successfully, and your siblings must have a strong case... View More

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4 Answers | Asked in Probate for Florida on
Q: Father passed away. He left me as beneficiary on bank account and his stocks. Is this able to be contested by siblings ?

What are the tax implications after receiving beneficiary funds?

James Clifton
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James Clifton
answered on Nov 16, 2023

The appointment of you as beneficiary can be challenged on standard contractual grounds such as duress, fraud, undue influence, among others.

Many payable on death beneficiary arrangements such as life insurance are not taxable. This is not tax advice. You need to seek the assistance of a...
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3 Answers | Asked in Probate for Florida on
Q: As an heir should I sign the Petition for Letters of Administration if it has missing pages?
Carol Larmond Grant
Carol Larmond Grant
answered on Nov 15, 2023

Thank you for your question. Usually, the only person who needs to sign the Petition for Administration is the person requesting to be appointed as the Personal Representative or Executor. In any event, you should not sign any documents without having them reviewed by an attorney and you definitely... View More

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3 Answers | Asked in Probate for Florida on
Q: As an heir should I sign the Petition for Letters of Administration if it has missing pages?
Phillip William Gunthert
Phillip William Gunthert
answered on Nov 15, 2023

I would not advise that you sign any documents without your own probate attorney and definitely not anything with missing pages that your own attorney has not reviewed on your behalf and based on your interests as a beneficiary of the estate. If you have any doubts or concerns and even generally,... View More

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1 Answer | Asked in Real Estate Law and Probate for Florida on
Q: deceased mother left no will for her estate she left behind 6 children and 1 dies. Now there are 5 living. children of

deceased child left 3 kids who want their mothers portion of estate. 5 living siblings all agree to sale property-3 kids refuse to sell. How to proceed w/o kids?

Phillip William Gunthert
Phillip William Gunthert
answered on Nov 14, 2023

I am very sorry for your loss on the passing of your mom, please accept my condolences for you and your family. You need to have a probate attorney review the property deed and then there needs to be a probate if the issue is not clear or addressed via deed. When a probate is done the property... View More

2 Answers | Asked in Estate Planning, Real Estate Law and Probate for Florida on
Q: What are my rights for having more time in deceased parent's house?

My parents accumulated a massive amount of stuff over their nearly 2 centuries of combined life together. I have been working 15 hours a day for the last 12 months both on sorting through and disposing of that stuff as well as making repairs to the house. The other beneficiary who owns or will own... View More

Anita Nguyen
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answered on Dec 3, 2023

Can you confirm whether your parents have created a Will or a Trust, ensuring that everyone is aware of the distribution of assets? If they have not done so, it appears that you will have to go through the probate process. It is advisable to consult a Probate lawyer who can assist you in resolving... View More

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2 Answers | Asked in Estate Planning, Real Estate Law and Probate for Florida on
Q: What are my rights for having more time in deceased parent's house?

My parents accumulated a massive amount of stuff over their nearly 2 centuries of combined life together. I have been working 15 hours a day for the last 12 months both on sorting through and disposing of that stuff as well as making repairs to the house. The other beneficiary who owns or will own... View More

James Clifton
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James Clifton
answered on Nov 11, 2023

If probate has not been filed and a personal representative has not been appointed, the property cannot be sold until that happens. However, if you are living in the property, the other beneficiary can ask a court to offset your inheritance by the reasonable cost of rent for you living there, which... View More

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2 Answers | Asked in Probate for Florida on
Q: What information goes in the consent and waiver of notice form for summary administration probate? Do you have an

example of the form?

Phillip William Gunthert
Phillip William Gunthert
answered on Nov 9, 2023

This is a form that a Florida Probate Attorney would need to draft based on the circumstances of your probate, it may be available on the clerk of the court website in the county where the probate is taking place, but this is really a form and probate that you need and should use the advice of an... View More

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2 Answers | Asked in Probate for Florida on
Q: What information goes in the consent and waiver of notice form for summary administration probate? Do you have an

example of the form?

Bonnie Lawston
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Bonnie Lawston
answered on Nov 9, 2023

Depending on the case, information regarding the heirs, assets and other statutory required information must be in the form. The form must be tailored by your attorney so that it accurate reflects the facts and circumstances so that it’s a valid Consent. The courts will generally provide a... View More

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1 Answer | Asked in Probate for Florida on
Q: Is the money inherited from a joint account, or a POD/ITF/TOD account at risk from another beneficiary using probate?

My mother passed away recently. There were 2 children/beneficiaries. The other one is making my life a living hell and causing as much trouble as possible with the house and car - complicating every aspect of the probate process and trying to take everything. The house is exempt because it is a... View More

Ira Markowitz
Ira Markowitz
answered on Nov 4, 2023

Normally those assets would pass to joint account survivor or the names beneficiaries in the POD & TOD accounts or beneficiaries named in a life insurance product.

However, if Carpenter factors are alleged e.g., undue influence or violation of a position of trust or the grantor had...
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3 Answers | Asked in Estate Planning and Probate for Florida on
Q: I just completed Summary Administration in Florida. In the next couple of months. Will I have what I need?

In the next couple of months, I expect to receive 3-4 checks of varying amounts between $2k and 4$, all totaling around $12k. Some are IRS refunds, some are prorated insurance premium refunds and some are sold stock shares. I have a will naming me as the executor, the death certificate and will... View More

Bonnie Lawston
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Bonnie Lawston
answered on Oct 27, 2023

It is usually an issue. The order should be specific to deal with this issue. Banks prefer full Letters of Administration. With the right counsel, you should be able to get this done with a detailed letter and if not, amend the Petition and obtain an amended Letters of Administration. You will... View More

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3 Answers | Asked in Estate Planning and Probate for Florida on
Q: I just completed Summary Administration in Florida. In the next couple of months. Will I have what I need?

In the next couple of months, I expect to receive 3-4 checks of varying amounts between $2k and 4$, all totaling around $12k. Some are IRS refunds, some are prorated insurance premium refunds and some are sold stock shares. I have a will naming me as the executor, the death certificate and will... View More

Phillip William Gunthert
Phillip William Gunthert
answered on Oct 27, 2023

This is always a problem with banking institutions and similar institutions, and this is a lesson learned via trial and error by the attorney handling the probate and filing the summary administration. The Attorney will likely have to write a separate letter on letterhead explaining the Summary... View More

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3 Answers | Asked in Estate Planning and Probate for Florida on
Q: I just completed Summary Administration in Florida. In the next couple of months. Will I have what I need?

In the next couple of months, I expect to receive 3-4 checks of varying amounts between $2k and 4$, all totaling around $12k. Some are IRS refunds, some are prorated insurance premium refunds and some are sold stock shares. I have a will naming me as the executor, the death certificate and will... View More

Lauren Nagel Richardson
Lauren Nagel Richardson
answered on Oct 31, 2023

If the order of summary administration lists these checks and that they are to be paid 100% to you, then you can get a certified copy of the court order and send it together with the checks which are likely to be made out to the estate of the deceased and have them reissued to you. If the... View More

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2 Answers | Asked in Estate Planning and Probate for Florida on
Q: Can a personal representative be named by the court in a summary administration in Florida?

I was named as the PR for my deceased mother in her will. The other beneficiary hired a lawyer and that lawyer petitioned to be named the PR instead of me. I was forced to object, had a hearing and the result was a conversion to summary administration. I was under the impression that no... View More

Phillip William Gunthert
Phillip William Gunthert
answered on Oct 25, 2023

No, they should and would not unless the probate has been converted to a Formal Probate, otherwise it is a Summary Administration and the person is deemed the Petitioner (with less authority and less power). The paperwork and or the order from the judge should be quite clear on this and if not, you... View More

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1 Answer | Asked in Probate for Florida on
Q: My brother died in Aug 2021. Left a will naming me sole heir. Probate judge in Polk county declared will invalid.

Judge said will not properly executed (no proper date and no witnesses). Money is in his checking account. Was told that after two years I can file as if he died intestate and I can claim the money. Is this correct?

Phillip William Gunthert
Phillip William Gunthert
answered on Oct 24, 2023

I am very sorry for your loss on the passing of your brother, please accept my condolences for you and your family. No, what you are being told is only partially correct, you can file a probate right away with the help of a Florida Probate Attorney. Since there is no valid Will, then the Florida... View More

2 Answers | Asked in Probate for Florida on
Q: Can u be a PERSONAL REPRESENTATIVE OF PROBATE (No will) if u have a drug charge ADJUDICATION WITHHELD?

Drug charge is 12 years old. Adjudication withheld, NOT A CONVICTED FELON. Applied for and granted a CONCEALED CARRY PERMIT 1 year ago from state of Florida.

T. Augustus Claus
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answered on Oct 13, 2023

Yes, a person with a drug charge adjudication withheld can be a personal representative of a probate estate in Florida. There is no specific law that prohibits it. However, the probate judge may consider the person's criminal history when making a decision about whether to appoint them as the... View More

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2 Answers | Asked in Probate for Florida on
Q: Can u be a PERSONAL REPRESENTATIVE OF PROBATE (No will) if u have a drug charge ADJUDICATION WITHHELD?

Drug charge is 12 years old. Adjudication withheld, NOT A CONVICTED FELON. Applied for and granted a CONCEALED CARRY PERMIT 1 year ago from state of Florida.

Phillip William Gunthert
Phillip William Gunthert
answered on Oct 14, 2023

If this is in Florida I would encourage you to speak with a Florida Probate Attorney regarding all of the overriding circumstances of the pending probate. Is there a Will, are there other candidates in the Will, is there is dispute and so forth. Generally, if no one opposes you and no one is... View More

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1 Answer | Asked in Real Estate Law and Probate for Florida on
Q: If I'm on the deed but not on the note. What happens to the note if the other party dies?
Phillip William Gunthert
Phillip William Gunthert
answered on Oct 10, 2023

Generally, it depends on what your relationship is to the deceased and what type of the property it is (homestead, etc.). If a probate is done you may be able to take over the mortgage based on Federal Law, otherwise the property will need to be refinanced or sold and potentially go through... View More

1 Answer | Asked in Civil Litigation, Contracts, Real Estate Law and Probate for Florida on
Q: Father in law passed away and my wife and I are listed as Joint tenants with full right of survivorship.

My wife’s brother is the executor of the will. We are selling the house that I am making the mortgage payments on. The mortgage is in my father in laws name and the executor is demanding that all proceeds go into the deceased estate and he is entitled to 1/3 after he settles the estate using the... View More

Lauren Nagel Richardson
Lauren Nagel Richardson
answered on Sep 28, 2023

If this property is joint tenants with rights of survivorship between your late father in law and you and your wife, then you and your wife are the 100% owners. All you would have needed to do is record his death certificate. If these are the facts, then the property is not part of the estate. You... View More

2 Answers | Asked in Family Law, Legal Malpractice, Estate Planning and Probate for Florida on
Q: Is my situation grounds for a lawsuit for legal malpractice? Negligence?

I hired counsel for my mothers probate in 3/2020. I told her if the process risked my mental well-being i didn't want anything to do with it. She advised it would be a simple probate, told me to move into the home to protect it by homestead, told me I would be able to sell the house within 6... View More

John Michael Frick
John Michael Frick
answered on Sep 28, 2023

It may well be. A probate attorney should inquire as to the marital status of the decedent at the outset of an engagement. It’s a very important and basic question like did the decedent have a will. Unless you represented that your mother was “single” and not “divorced”, you may well... View More

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