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Florida Probate Questions & Answers
1 Answer | Asked in Real Estate Law and Probate for Florida on
Q: Marion County 3 names on deed 1 has passed Home paid for Can death cert be used with quit claim deed?
Phillip William Gunthert
Phillip William Gunthert
answered on Nov 19, 2023

You need to have the property deed reviewed, if it is with rights of survivorship then the recording of the death certificate would likely be sufficient and the two remaining owners own the property, if this is not the case and there is no survivorship rights, then you will be stuck with and... View More

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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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?

Phillip William Gunthert
Phillip William Gunthert
answered on Nov 16, 2023

Yes, while it should pass to you outside of probate, they can dispute these assets and their transfer to you on various grounds such as undue influence, your dad's mental capacity, amongst others. So, siblings can try to make things difficult, and you would need legal counsel to fight any such... 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?

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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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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1 Answer | Asked in Estate Planning and Probate for Florida on
Q: My friend has inherited stock from his mother. Can I take assignment to help him get these? Please see the more info

I live in Florida.I have a friend in his 60's.His mother passed away and now he is in a position to receive half of the shares in a single large grocery chain company.There is only his brother and himself that this would be split between.I don't have all the details yet, but I believe... View More

Terrence H Thorgaard
Terrence H Thorgaard
answered on Jan 3, 2025

Assuming the mother was a resident of Florida when she died, a Florida probate case probably must first be filed. He, of course, would need an attorney licensed to practice law in Florida.

1 Answer | Asked in Real Estate Law, Elder Law and Probate for Florida on
Q: My mother died 2years ago she left each of apon the sale of her home.It sold for a little over 300thousands.

It was split 100 thousand each I never received mine my brother took it ?there was 3 siblings.

Terrence H Thorgaard
Terrence H Thorgaard
answered on Jan 1, 2025

What is your question?

If your brother was appointed as personal representative in a probate case, you could, obviously, sue him for your share. If your brother wasn't so appointed, you could institute a probate action, and demand that the purchaser, and/or the title insurance...
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2 Answers | Asked in Family Law and Probate for Florida on
Q: How to address a will and trust made by a family member that used her parents to remove her other children?

My siblings and I believe our little sister fraudulently coherence our edlerly parents in changing their will from their original will. My father died in 2021 and my my mom died 2024. Both of them were in their 90’s when the will was changed and both not in good health. My siblings and I do not... View More

Anthony M. Avery
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answered on Dec 18, 2024

Hire a FL attorney to at least examine the proffered Will for proper execution and terms. Many computer wills are insufficient and rarely executed properly. If the document is not a proper will then someone needs to file a Will Contest, which is expensive.

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1 Answer | Asked in Probate for Florida on
Q: In Florida, is a subpoena and the notice filed as 1 document or 2?

I'm pro se and two filings have failed for various reasons that I believe are now corrected. I am ready to upload again, but I am not sure if the notice and subpoena are filed as one document, a subpoena with the notice, or as two documents, a subpoena and a notice with the subpoena attached.... View More

Barry W. Kaufman
Barry W. Kaufman
answered on Dec 5, 2024

You can call the Clerk 's office and ask.

1 Answer | Asked in Contracts, Landlord - Tenant and Probate for Florida on
Q: Deposit after death, one heir

Mother's landlord sent deposit for rental home my mother was leasing back to me directly and not in the estate of, I am her only heir. We have not filled probate or a summary administration as my mother's credit card bills are higher than what is in her bank account and I would be out the... View More

Erik A. Perez
Erik A. Perez
answered on Nov 27, 2024

As you have explained it, the funds belong to your mother, so they should be part of her estate. However, a review of the lease could change the answer to your questions. For instance, if you were on the lease or there was an assignment clause.

1 Answer | Asked in Probate for Florida on
Q: I had an uncle die during the hospital COVID lock down of 2020. He wanted to amend his will over the phone with his PR.

This took place in Florida. The hospital was very strict on no visitors, and since it was a weekend, the PR was unable to contact the lawyer. This dictated change over the phone was unable to be signed / witnessed before he died. It was just a matter of hours from the phone call to his passing. Are... View More

James Clifton
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James Clifton
answered on Nov 16, 2024

Unfortunately, the change to the will would need to have the formalities necessary to create a legally binding will - the maker is of sound mind, the will is written or typed, the will is signed by the maker, and two witnesses sign the will in the presence of the maker. During COVID, a new law was... View More

1 Answer | Asked in Probate for Florida on
Q: If the money is already in probate can someone sue for a car accident that the deceased had.
Anthony M. Avery
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answered on Nov 8, 2024

Yes... You need a FL attorney to file suit and file the suit as a Claim Against The Estate. The Fiduciary for the Estate is a named defendant. You need witnesses as the Dead Man Statute will rule inadmissible some otherwise evidence.

1 Answer | Asked in Contracts, Civil Rights, Landlord - Tenant and Probate for Florida on
Q: This is in regard to an Irrevocable Trust and my rights as a tenant at Trust held property in Florida.

I was caregiver for my Dad. He passed. Friend of family is Exec Trustee for the Trust my father had his estate pass into. I had a written agreement with my father to remain at his property in Florida for as long as I need. 40% of the property is mine according to Trust Dox, 40% my step brothers,... View More

Kimberly Grant
Kimberly Grant
answered on Nov 8, 2024

Let me preface my remarks by saying what you have described is outside my area of practice.

However, I believe you should act quickly to hire a lawyer who handles probate litigation in your area. Make sure he/she doesn't have any conflict of interest with the Executive Trustee. The...
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1 Answer | Asked in Estate Planning and Probate for Florida on
Q: Can a FL Corporate fiduciary serve in GA under to GA Code § 53-12-321? If so, what are the requirements?

I recently moved from FL to GA. My will and trust name a Fl Trust Company as personal representative and trustee.

Lauren Nagel Richardson
Lauren Nagel Richardson
answered on Oct 28, 2024

This is a Georgia Corporate Law question. Please pose it to Georgia lawyers who practice corporate law.

1 Answer | Asked in Estate Planning and Probate for Florida on
Q: Can attorney fees be paid at concluding of probate as part assets

Home we live and homestead so car and home exempt only title name change and account all need do so

MY MOM ASK ME BEXECUTOR FOR HER IM NO LAWYER BUT HAVE EXHAUSTED MY CASH TO PAY FOR CREMATED STILL NEED HAVE SERVICE BUT NEEDTO HANDLE HER PROBATE BCUZ DIDNT HAVE ENOUGH TIME GET DEALT WTH... View More

Lauren Nagel Richardson
Lauren Nagel Richardson
answered on Sep 16, 2024

If you or anyone else has gone out of pocket for final expenses such as funeral expenses or attorney fees, and there is no cash in the estate, yes, when the property is listed and there is an upcoming closing, the people who paid final expenses can be reimbursed on the closing statement as a... View More

1 Answer | Asked in Real Estate Law, Insurance Bad Faith, Insurance Defense and Probate for Florida on
Q: i went through probate trying to get the documents from this case it says not available to view. can I get my records

i went through probate i am trying to get the documents from this case, it says not available to view. how can I get my

records.

Phillip William Gunthert
Phillip William Gunthert
answered on Sep 7, 2024

You will have to ask your attorney for copies, or you will have to contact the clerk of the court and request and pay for copies of the documents that you need.

1 Answer | Asked in Probate, Small Claims and Social Security for Florida on
Q: My father passed away without a will and the state is holding his last $1,800. Seeking advice for retrieval.

Possibly pro bono help since that’s literally all there is left. Needing to leave the area since I can’t make ends meet without his added income

James L. Arrasmith
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answered on Sep 6, 2024

I'm sorry to hear about your loss and the difficult situation you're facing. When someone passes away without a will in Florida, the process to retrieve their remaining assets, like your father's $1,800 held by the state, is known as intestate succession. Since the amount is... View More

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