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Michigan Probate Questions & Answers
1 Answer | Asked in Estate Planning and Probate for Michigan on
Q: Clarification of requirements to properly settle affairs of second to die spouse with A/B trust.

Scenario is settling affairs of second to die spouse with A/B trust in place along with pour-over will, and personal property transfer document. First settlor died 15 years ago, second settlor is still alive.

Irrevocable portion of trust currently contains properly titled real property and... View More

Trent Harris
Trent Harris
answered on Dec 21, 2022

It sounds like you are on the right track, based on what information you provided in your question. The decision whether probate is necessary usually hinges on whether there are any assets which require probate administration. Opening a probate estate is sometimes done even if there are not assets,... View More

1 Answer | Asked in Real Estate Law, Elder Law and Probate for Michigan on
Q: Real estate: Living Mother & Deceased Father on title. Both on medicare. Dad died in long term nursing home care.

My mother wants to pass the house on to me when she passes, but she also has the potential to be in long term care in the couple years. Will medicare take our house if she goes into long term care (or do they even currently have a lien due to my deceased father being in a nursing home)? How can we... View More

Kenneth V Zichi
Kenneth V Zichi
answered on Dec 5, 2022

There are ways to keep the house from being 'recovered' by Medicare (in Michigan) currently, but you need to insure it is done right or your mother may not be ELIGIBLE for Medicare.

Seek the advice and drafting assistance of a local probate / elder law attorney to be sure you do...
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1 Answer | Asked in Estate Planning and Probate for Michigan on
Q: My nephew died Intestate. His wife filed for informal probate & lied many times on the application. What can be done?

They never shared a marital home he lived with my mother the entire time. She chose to live with her ex-husband and their two youngest children. Unfortunately, my nephew died in the hospital not because of the treatment the doctors were giving him, but because of his lifestyle the treatments... View More

Trent Harris
Trent Harris
answered on Nov 21, 2022

Certain people have the right to participate in probate court proceedings for a decedent estate. These people are called "interested persons" as defined by Michigan law. For example, a deceased person's spouse is an interested person. If the deceased person had any surviving... View More

1 Answer | Asked in Family Law, Estate Planning and Probate for Michigan on
Q: I am my mothers legal guardian and executor. Can not find will. Can I get a copy even though she is alive from the court
Brent T. Geers
Brent T. Geers
answered on Oct 23, 2022

Unlikely. While there is a process to place a will with the probate court for a fee, few people do so. The court would otherwise not have a copy of the will. Your options are to 1) keep searching through personal files and hope you find it, or 2) figure out which attorney may have drafted the will... View More

1 Answer | Asked in Probate for Michigan on
Q: Hi, how do I (form?) request money from an estate in probate for an heir listed? Probate is 11 years old and not moving

2013-786143-DE - Nancy Ann Thomas estate probate case

Case No. 16-14079 - UNITED STATES DISTRICT COURT EASTERN DISTRICT OF MICHIGAN SOUTHERN DIVISION

Carson v. Chilkewitz - Chilkewitz won case to not pay Carson due to another estate. The money needs to go to Chilkewitz

Kenneth V Zichi
Kenneth V Zichi
answered on Mar 5, 2024

There is no ‘form’ to enforce a judgment, if that’s what you are asking. There are forms to garnish wages, bank accounts and to do creditor exams but what you REALLY need is to hire a local attorney to review the facts and provide real legal advice. This forum is not going to lead to useful answers.

1 Answer | Asked in Probate for Michigan on
Q: Is it legal/ethical for guardianship to be granted to someone who have violent felons living and visiting the house?

Prior to becoming a legally incapacitated adult/ward of the Court, I'll call this person Matthew. Matthew and family was granted a protective order against the petitioners progeny, her house has a history of violence.

The state sought charges on the behalf of Matthew's mother,... View More

Kenneth V Zichi
Kenneth V Zichi
answered on Nov 28, 2023

This is FAR too complicated and fact specific to provide any general guidance. You need to talk with a local guardianship attorney.

Additionally, something doesn't ring true: "granted a protective order against the petitioners progeny"

Courts don't grant...
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1 Answer | Asked in Estate Planning and Probate for Michigan on
Q: Is there any specific court document from probate court that states who the heir is?

I have a Petition and Order of Assignment but is there a document I can get that is more focused on just stating who the heir is? The small estate was settled 5 years ago and I am the only heir but I don't recall receiving any document besides the PAOA.

Kenneth V Zichi
Kenneth V Zichi
answered on Nov 7, 2023

The order part of that should state how the property was to be distributed. Whether or not you're an 'heir' doesn't really matter. Did the order provide you should receive the property? What more are you looking for?

1 Answer | Asked in Probate for Michigan on
Q: I feel there has been a breach of financiary duty with the executing of my late mothers will and my inheritance/ trust.

My sisters are trustees and I am a beneficiary. I bought a house with my money but they refuse to put me on the deed. They cannot supply financial records for my beneficiary Acton r which was supposed to exist but does not and they are missing other important financial documents. Also my brother in... View More

Kenneth V Zichi
Kenneth V Zichi
answered on Sep 13, 2023

This is a forum for general questions and answers, not specific legal advice.

You clearly need legal representation, starting from the point of you say you purchased something with YOUR money but it was not put into YOUR name apparently? I don't know that this is so much a...
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1 Answer | Asked in Family Law and Probate for Michigan on
Q: I'm in family court because my son's dad was pulled over and arrested for a stolen vehicle while my son was in his custo

I'm in family court because my son's dad was pulled over and arrested for operating a stolen vehicle while my son was in his care. There are so many discrepancies with this case but my attorney stated to me that my son fell asleep on his sister's lap during a bonfire and that she... View More

Kenneth V Zichi
Kenneth V Zichi
answered on Sep 10, 2023

This is a forum for general questions and answers not specific legal advice. If you believe you’re not getting appropriate representation from your attorney then you need to seek a second opinion and get local legal representation.

1 Answer | Asked in Probate for Michigan on
Q: Hi I have received probate paperwork and was identified as an heir. There is no will. House in deceased name only.

State of michigan. I received probate paperwork and was identified as an heir. App for informal probate/appt of personal rep, testimony to identify heirs, registers statement, acceptance of appointment, notice of appointment and duties of personal representative (which is my step mother), notice to... View More

Kenneth V Zichi
Kenneth V Zichi
answered on Aug 5, 2023

This is a forum for general information.

If you need specific legal advice as you are asking for here, you need to consult with a local licensed attorney.

That attorney can review the paperwork, explain what it is and provide you with advice about how it impacts you and what to...
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1 Answer | Asked in Probate for Michigan on
Q: Can personal rep also be creditor of an unsupervised estate if all other heirs agree and all estate bills will be paid.

It would be for deceased person's final expenses (way less than the cost of an "average" funeral) paid out of jointly owned checking account with the personal rep having right of survivorship and proven food expense for last three years of deceased person's life paid for by the... View More

Trent Harris
Trent Harris
answered on Jul 18, 2023

The problem the personal representative has is that where someone provides money, goods, or services to another family member, those things are presumed to be gifts, unless there is some sort of legal agreement between them that those things are not just being provided gratis. So if there is no... View More

1 Answer | Asked in Probate for Michigan on
Q: Just recently I knowest that on the documents of my Uncle's Will, only one of the signature, is his , he died 2010.
Nina Whitehurst
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answered on Jul 10, 2023

It is very common for there to be three different signatures on a will, i.e. that of the testator (maker of will) and those o two witnesses. It could be that is what you are seeing.

1 Answer | Asked in Probate for Michigan on
Q: Can a probate attorney be hired as a consultant? Our attorney of record has made several damaging errors.

Current attorney rarely communicates, and has lied about deposition submission. We have been on our own petioning a contested guardian/conservator case. We are out of time, and need guidance.

David Soble
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David Soble
answered on Apr 1, 2023

That is unfortunate. You can have a third party -qualified attorney take a look at the documents that were prepared and filed on your behalf. With few exceptions, filed pleadings with the court are assessable to the public. I hope this helps. For more information see... View More

1 Answer | Asked in Family Law and Probate for Michigan on
Q: What happens if there is no father listed on the birthcertificate and I get Medicaid for my kids? (michigan)

I am the guardian of my grandkids and I would like to get them switched to my Medicaid case. I know that they will go after the mother to pay for child support, but what about the dad if there isn't one listed? There is a dad listed in the probate case but he isn't on the birth... View More

Brent T. Geers
Brent T. Geers
answered on Mar 23, 2023

The state will probably seek paternity and a support order on the child's behalf.

1 Answer | Asked in Probate for Michigan on
Q: How can we have an attorney of record removed from a case that was processed in Michigan's Probate Court?

We had hired a lawyer to assist in having our son declared an incapacitated adult, and to have ourselves assigned as his guardian. It's been several years since this was done, and the attorney has asked to be removed as the attorney of record. We cannot find how to do that - which form or... View More

Brent T. Geers
Brent T. Geers
answered on Mar 14, 2023

That attorney would need to file a petition to withdraw. You as the client could stipulate to that, in which case I don't think a judge would have a problem signing.

1 Answer | Asked in Estate Planning and Probate for Michigan on
Q: My father-in-law recently passed away there was no will If one child’s name was put on as beneficiary to the bank accoun

Does that legally mean it’s just her money or would that money have to go into an estate and be split

Trent Harris
Trent Harris
answered on Oct 6, 2022

Bank accounts that have a payable on death beneficiary designation on them pass outside of probate. That means if your father-in-law named someone as a beneficiary to his bank account, the money belongs to that person, and that person alone, upon your father-in-law's death. That person (she?)... View More

2 Answers | Asked in Probate for Michigan on
Q: No will.

No will. My mother is deceased. She has been remarried for 9 years, her spouse is a Texas resident. She had a home in Michigan for 22 years

The home is in her name. Her domicile is in Texas. There will not be probate in Texas, no property. She also has 4 adult children. Who will receive... View More

Anthony M. Avery
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answered on Sep 30, 2022

With land in MI, her Heirs take, which will be her issue surviving and her surviving Spouse, all as Tenants In Common. Hire a MI attorney to search the Title, determine Heirs and record an Affidavit of Heirship, unless there is a Probate. The former will be the Heirs' recorded source of title.

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1 Answer | Asked in Estate Planning and Probate for Michigan on
Q: How can I get proof my brother and sister have poa and are trustees for her trust for my mother.

I have asked to see them but they have refused to show the documents to me

Trent Harris
Trent Harris
answered on Sep 30, 2022

Your brother and sister have no obligation to share your mother's power of attorney or your mother's trust with you in a strict legal sense. If your mother is living, then it is likely the trust is revocable and she is the only present beneficiary of the trust, and no one else is entitled... View More

2 Answers | Asked in Probate for Michigan on
Q: No will. My mother is deceased. She has been remarried for 9 years. She had a home in Michigan for 22 years

The home is in her name. Her domicile is in Texas. There will not be probate in Texas, no property. She also has 4 adult children. Who will receive the home according to probate in Michigan. Trying to sell currently over 100,000. Can her spouse sign a quit claim deed to a certain person?

Brooke Lauren Archie
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Brooke Lauren Archie
answered on Sep 27, 2022

According to Michigan’s rules of intestate succession (when someone dies without a will), as of 2021, the surviving spouse inherits the first $243,000 plus 3/4th of the value of the remaining assets. In short, assuming the market value of the house is $243,000 or less, the house solely belongs to... View More

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2 Answers | Asked in Probate and Family Law for Michigan on
Q: How do I stop a legal guardianship on an adult?

My brother was in a terrible motorcycle accident and is currently on a ventilator. He has never been married and has no children and lives byhimself. My sister is trying to get legal guardianship without the consent of myself and my other brother. How can I handle this?

Brooke Lauren Archie
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Brooke Lauren Archie
answered on Sep 27, 2022

Hi. It looks like you’re in Virginia so the law may differ from Michigan’s where I practice. However, generally, consent is not required from all interested parties. Yet, as an interested party, you do have the legal right to object to your sister’s appointment as guardian if you believe she... View More

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