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New York Probate Questions & Answers
1 Answer | Asked in Probate for New York on
Q: Nys if my grandmother had no will and 1 surviving child and 1 predeceased child (,my mother) who inherits everything?

My grandmother had 2 children, my mother and my aunt. My mother died ten years ago and my grandmother died recently leaving behind no will. Does my aunt automatically inherit everything or do my sister and I have rights to my mother's share?

Deborah Wolf Miller
Deborah Wolf Miller
answered on Apr 11, 2019

Your mother's children have the rights your mother would have had, according to NY EPTL 4-1.1(a)(3), as long as your grandmother had no surviving spouse. Your aunt does not automatically inherit everything.

1 Answer | Asked in Probate for New York on
Q: My mother passed away due to illness. She had no will but had personal belongings that she wanted her children to divide

We are 6 siblings all grown My brother took all of her personal belongings jewlerey, coin collections ect. He refuses to share the items. What can I do in this case?

Michael David Siegel
Michael David Siegel
answered on Jan 12, 2019

Not a lot. Unless these items are titled in some way, your brother will say they were gifted to him prior to death, and you have little to say against it.

1 Answer | Asked in Estate Planning and Probate for New York on
Q: My father passed away over 20 years ago. It was recently discovered that he did not cash some of his pension checks

The pension administrator indicated the unpaid checks are designated as part of of my father's estate. My mother passed away 1 month ago. Should we include my mother in the letter of adminstration?

Michael David Siegel
Michael David Siegel
answered on Jan 10, 2019

The answer depends upon the amount involved, and whether the funds are held by the pension fund or have been sent to unclaimed funds at New York State.

1 Answer | Asked in Real Estate Law and Probate for New York on
Q: My mother died 2007 and left a paid home behind in PR. what is needed to sell property

My sister who resides in Puerto Rico has assumed complete control over the home. She refuses to provide specific information and her attorney will not share information. I am one of three sisters (heirs) who reside in New York City and of us all want to sell the home. what can be done?

Michael David Siegel
Michael David Siegel
answered on Jan 6, 2019

It is a PR issue and you need a PR lawyer.

1 Answer | Asked in Probate for New York on
Q: If I had a joint account with a parent do I need to go through probate or can I just hand out themoney according to will
Michael David Siegel
Michael David Siegel
answered on Jan 4, 2019

Neither. If it is a joint account the money is yours. Just take it.

2 Answers | Asked in Probate for New York on
Q: Using CA Small Estate Affidavit to settle father's CA estate. How do we do NY Ancillary Probate for vacation home in NY?

Because there are no letters of administration with the CA Small Estate Affidavit, how do we we file with the NY Surrogate Court?

Also, since none of the executors or beneficiaries are NY State residents can we file it ourselves or are we required to use a lawyer?

Lastly, we have... View More

Ben F Meek III
Ben F Meek III
answered on Jan 2, 2019

I assume from your questions that there is a valid last will and testament and that your father did not have assets in California that necessitated its being probated. Whether the Will must be probated in NY depends on the nature of your father’s real estate ownership there. For example, if... View More

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1 Answer | Asked in Probate for New York on
Q: I received poor legal advice in regards to an estate and it's now in surrogate court, do I have legal recourse?

In 2001 I entered a relationship with a terminally ill individual that just purchased a home with a 30yr mortgage. I was listed as a Tenant In Common but not added to the mortgage. A will was prepared leaving me all assets. When he became ill I was made POA and when he passed in 2003 there was... View More

Michael David Siegel
Michael David Siegel
answered on Dec 25, 2018

Your question is confusing, but if you are administrator do what you want as the law requires. If there is a will, you can still probate it. The will appears to be the only way you get the house without paying off the family that appears to recognize your claim for paying all of these years.

1 Answer | Asked in Probate for New York on
Q: My mother’s estate is being probated in Florida but she owned property and had bank accounts in New York

Do I need to do an ancillary probate for New York?

Michael David Siegel
Michael David Siegel
answered on Dec 21, 2018

For real property, yes.

2 Answers | Asked in Probate for New York on
Q: What is the average fee to transfer ownership of a house that will go into probate because of the death of the owner?
Elaine Shay
Elaine Shay
answered on Dec 14, 2018

Many factors, such as whether the decedent had a will, go into determining the legal fees that may be incurred in association with transferring title to a home after the passing of the owner. Therefore, would probably be most helpful in your situation to consult with various attorneys of your... View More

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1 Answer | Asked in Probate for New York on
Q: In New York State, if a will is thrown out by Probate Court, can ANY personal property of the deceased be removed?

While I am presently living in my deceased parents' home, a sibling wished to remove the piano owned by our parents. Can she legally remove it before estate is probated?

Michael David Siegel
Michael David Siegel
answered on Dec 10, 2018

No. She cannot enter. You can call police if she does.

1 Answer | Asked in Estate Planning, Real Estate Law and Probate for New York on
Q: My aunt left no will, need to know what steps to take next?

My aunt died in 2016. She has one child but he refuses to return my calls. She left no will and to my understanding he is next in line. if he doesn't return my call, what do I do next. Does it goes to the next in line or we have to go to the probate court for all that. Please help!!!!

Michael David Siegel
Michael David Siegel
answered on Nov 26, 2018

If there is no will, your cousin inherits everything. You have no role here. What are you trying to do?

1 Answer | Asked in Probate for New York on
Q: In New York State , how long must an heir wait after probate for the will to be distributed ?

My 84 year old uncle is an heir to a will for the sum of $15,000. The deceased died May 2016, the will has been probated February 2018. The attorney stated he can’t pay after attorneys taxes are done April 2019. I smell a rat.

Michael David Siegel
Michael David Siegel
answered on Nov 23, 2018

While there may be a reason to wait, seven months after letters are issued, which is the time for claims, is the standard time to wait. To compel payment, you would need a petition in the court.

2 Answers | Asked in Probate for New York on
Q: My father died before his predeceased sister estate was settled which he was willed 25%! What happens to his 25%

My aunt died 4years before my dad, my other aunt controlled the other 75%

Michael David Siegel
Michael David Siegel
answered on Nov 6, 2018

It goes to his estate.

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1 Answer | Asked in Probate for New York on
Q: What should be done with a deceased relative's documents?

My uncle passed away 2 years ago. He had no spouse or children and was living in assisted care at the time. The person that had been acting as his POA has now turned over to me all documents, forms and other papers she had in her possession. The bulk of them include bank statements, checkbook, bill... View More

Michael David Siegel
Michael David Siegel
answered on Oct 27, 2018

As next of kin, file a voluntary administration to collect the bank account. Check unclaimed funds to see if there is anything on deposit with New York State. There is no need to keep records of old assets, etc., but this estate needs to be cleaned up.

2 Answers | Asked in Real Estate Law, Estate Planning, Foreclosure and Probate for New York on
Q: can i be held accountable for a contract i did not sign? i am one half of an estate and other half signed

family member passed and house was lost 8 years later. i did not live in the house and was told on many occasions by person living in the home that the house was a loss but it took 8 years until member left house. now i get notice that there was money left in the estate. member "signed"... View More

Michael David Siegel
Michael David Siegel
answered on Oct 17, 2018

More details are required, including the actual contract. But it sounds like it is not binding.

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1 Answer | Asked in Probate for New York on
Q: My ex-husband's house is in probate. My minor children should inherit . His mother is his adult surviving heir.

She relinquished her rights to me as guardian of the minor children. It's been three years and the lawyer has gotten nowhere with this case. This house is in limbo and I'm paying the mortgage with no ability to make repairs or inquire into the state of the insurances,taxes or anything... View More

Michael David Siegel
Michael David Siegel
answered on Oct 7, 2018

Probate means there was a will. Children do not have to be left anything. How do you know that your children inherit something?

1 Answer | Asked in Probate for New York on
Q: Hello as executor of an estate can I find out from the nj probate court how many credit card claims filed
Michael David Siegel
Michael David Siegel
answered on Oct 2, 2018

Yes. Just call the clerk of the Surrogate.

1 Answer | Asked in Probate for New York on
Q: How can I bury my brother?

My brother died of a heart attack. At the time of death he was married to a woman who is his spouse and has final disposition to decide what happens to the body. I am number 6 in next-of-kin as sister. There will be no other claimants. However, she does not have any money and will not be ordering... View More

Michael David Siegel
Michael David Siegel
answered on Sep 25, 2018

You can do it. Just call the morgue. Do not reference the wife. Just say you are the sister and go from there.

2 Answers | Asked in Probate for New York on
Q: Father died, no will in NY leaving surviving spouse & grown children. Spouse is selling off items before probate

Is this legal? I feel she may be liquidating everything she possibly can so as to not give any monies to us stepchildren even though we were in good standing with father. What are our options?

Elaine Shay
Elaine Shay
answered on Sep 25, 2018

If there is no will, the children are entitled to a share of their father's estate. Instead of asking of asking if the actions of your father's spouse are legal, you should consider moving forward with an administration of his estate in Surrogate's Court. This would allow for the... View More

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1 Answer | Asked in Probate for New York on
Q: My brother passed. No will. Wife of less than a year already filed papers swearing of no living relatives to him.

I would also like to get personal belongings such as family pictures from his apt.

Michael David Siegel
Michael David Siegel
answered on Sep 23, 2018

His wife is next of kin. She controls all property. You need to ask her. You have no legal rights.

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