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New York Probate Questions & Answers
1 Answer | Asked in Estate Planning and Probate for New York on
Q: Is there a maximum time limit for how long an Executor can take to probate a will?

Sister appointed Executor in Nassau County in August 2017. Deceased mother had a will. I have a pic of it. I am an heir due to inherit 1/10th of Mother’s $700,000 house. Executor sister has not done anything to move forward on house, stocks, bank accounts. Said she can continue living in house... View More

Michael David Siegel
Michael David Siegel
answered on Apr 14, 2018

You need to bring a petition to compel a distribution. See if the clerk will help. If not, and there is enough money involved, you are going to have to get an attorney.

1 Answer | Asked in Real Estate Law and Probate for New York on
Q: HiMy mother bought a house and transferred it into one of my siblings name. Mom died without a will but told the

Sibling and another that when she dies she would like the house to be kept for all her children jointly but it it has to be sold the net proceeds is to be shared among us. Is my mother’s wish legally enforceable?

Michael David Siegel
Michael David Siegel
answered on Apr 14, 2018

Not at all. The pre-death deed governs, unless you have a basis to invalidate it.

1 Answer | Asked in Real Estate Law and Probate for New York on
Q: Can a beneficiary who has maintained the property be forced to move without receiving compensation (their portion)?

I have two siblings that live out of state. The Trustees' daughter (my niece) has been harassing me to move so she can renovate. I can't afford to move without receiving compensation which should be at a minimum 1/3 of the current value plus expenses.

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

If it is a trust situation, the terms of the trust govern.

1 Answer | Asked in Estate Planning and Probate for New York on
Q: Mother passed away in NY 18 mos ago. Sister is exc. Refuses to move forward or give info to benef. How can I force her?

Small estate. House $700K. Life insurance and stocks. Will gives me 1/10 of house, 1/5 of stocks, 1/5 life ins, 1/5 checking account. Exec plans on waiting to probate for 10-20 years so younger brother can live in house and not have to buy us out.

(1) how will I know if she began probate... View More

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

Your questions are unclear. If the will is probated then you can petition to compel a distribution with the Surrogate. If the will is not probated, how do you know it exists? Then, you should bring an administration proceeding. That will give you a bigger share or force your sister to probate... View More

1 Answer | Asked in Real Estate Law and Probate for New York on
Q: My mother and her husband had (have) a reverse mortgage. Both names are on the title. He died. Will not probated.

She refinanced the mortgage in just her name. Can she return house to the bank via deed in lieu? Or must they foreclose.

Michael David Siegel
Michael David Siegel
answered on Apr 5, 2018

Whatever the bank agrees. Deed in lieu or short sale or foreclosure.

1 Answer | Asked in Estate Planning and Probate for New York on
Q: I would like to find out the inheritance process in the Us. What documents will I require and where to start?

Hi, my mother died recently leaving most of her savings in Chase bank, in the States. She died in Poland where me and my sister are currently living and left a will (I believe not officially certified) which was drafted in the US in English. I am 19 and my sister is 32, she however has a full time... View More

Michael David Siegel
Michael David Siegel
answered on Apr 5, 2018

You need to probate the will in Poland. Once you get letters there, you bring those documents to New York, and hire a lawyer here to get the money.

1 Answer | Asked in Estate Planning, Banking and Probate for New York on
Q: Can a bank refuse to accept a small estate affidavit to close a bank account of $3,000 saying it is their policy?

Pardon me. The form often gets called by different names in different publications and I used the wrong title. The title on the form is anAFFIDAVIT IN SUPPORT OF

WITHDRAWAL OF FUNDS

Deceased. PURSUANT TO SCPA §1310 (2)

BY A SURVIVING SPOUSE. Can they refuse to accept this form.

Michael David Siegel
Michael David Siegel
answered on Apr 4, 2018

The bank is right and you are confused. The small estate affidavit gets filed with the surrogates court to get what are called voluntary letters. It costs $1. The clerk will help you. You take those letters (which are a court order) to the bank.

3 Answers | Asked in Estate Planning, Real Estate Law and Probate for New York on
Q: Living trust - Grantor signed deed over, but died before it was filed with county...

My main purpose for switching from a will to a living trust is solely to make sure a RE property I own goes to who I want simply, privately, and to avoid probate for various reasons.

If all of the living trust paperwork is signed as well as the deed transfer to the trust, is signed;... View More

Inna Fershteyn
Inna Fershteyn
answered on Mar 30, 2018

Yes, it’s valid upon signing even if it’s not recorded yet. Call my office 718-333-2394

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1 Answer | Asked in Probate for New York on
Q: My stepmother is the executor of my fathers estate. Im his only child and she will not allow me anything.

Her daughter renunciated her interests however my step mother put my fathers home into her name then transferred it to her daughters name. Can i fight this? As she will not give me anything and im listed as the only beneficiary.

Michael David Siegel
Michael David Siegel
answered on Mar 29, 2018

It depends on the timing of these transactions.

2 Answers | Asked in Foreclosure and Probate for New York on
Q: Is filing a quiet title and option?

I am named executor of my deceased parent's estate, however, I have not submitted for probate due to an insolvent estate. There is an underwater house with mortgage that has since gone into default. Loan was sold by Beneficial to a trust via Select Portfolio Services who is the servicer of... View More

Leonard R. Boyer
Leonard R. Boyer pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
answered on Mar 26, 2018

Your situation is too complex for this forum and requires an in person consultation and a review of all documents. This may require more than one type of attorney.

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1 Answer | Asked in Estate Planning, Family Law, Real Estate Law and Probate for New York on
Q: What can I do about brother who is holding up sale of deceased mother's home? I am sole administrator.

I am administrator to my mother's estate. My 2 brothers signed waivers and consent forms. I am trying to sell my mother's house. One brother has a fine and a judgement that needs to be satisfied for title company to give title. The brother will not cooperate. What can I do?

Michael David Siegel
Michael David Siegel
answered on Mar 22, 2018

Sell the house and only give him his share when the lien is paid at closing and he signs a receipt for the balance. You must have a lawyer for this. He/she should know. Also, if I were you, I might escrow the lien with the title company and give your brother "x" days to resolve it.

1 Answer | Asked in Estate Planning and Probate for New York on
Q: My grandfather recently passed away and didn't get his will changed in time to reflect what he wanted, can I contest it?

The only proof I have of the changes he wanted made in his final weeks were people he spoke to about it before making his decision. His sister, the neighbors, and my father all knew about it and we're told explicitly by him. Is that enough evidence to have the will changed?

Michael David Siegel
Michael David Siegel
answered on Mar 19, 2018

Not on that basis. Oral accounts are not admissible.

1 Answer | Asked in Probate for New York on
Q: I live in upstate NY. Can a judge make me pay my lawyer immediately out of the sale of my moms house?

The house was left to me and my siblings are fighting me in court over it and i might have to sell it to settle. Can a lawyer ask the judge to make me pay him right away after the house is sold or can i just make a payment arrangement.

Michael David Siegel
Michael David Siegel
answered on Mar 16, 2018

It depends on the situation. Generally, no.

1 Answer | Asked in Probate for New York on
Q: Mom named me as executor of her estate and 100% ownership of home in will, must my siblings be listed on probate form?

In completing the probate form do I have to list my siblings, they are not listed in the will to receive anything.

Michael David Siegel
Michael David Siegel
answered on Mar 13, 2018

Yes. They are next of kin, and entitled to object to the will on the basis they should inherit an intestate estate.

1 Answer | Asked in Probate for New York on
Q: Mom died, stepdad boxing evrrything and refusing to let kids get stuffed promised, like collectables and cars

My friends mom died recently.. It is unknown if a will was filed although her mom said she had one... Her stepfather is a real piece of work, mentally and emotionally abused her (the friend) for all the time she knew him. In the first 3 days of her mothers death, her stepfather has boxed up all of... View More

Michael David Siegel
Michael David Siegel
answered on Mar 13, 2018

Unless belongings are titled (like a car), there is no way to prove who owns them in a joint house, so the stepfather will win. A spouse gets the first $50,000 of value in any estate. Nothing you stated adds up to more. Your friend can bring a proceeding to compel production of a will, but... View More

1 Answer | Asked in Probate for New York on
Q: Would I file a Surrogate's Court petition to compel a distribution of the executor has the will and didn't file the will
Michael David Siegel
Michael David Siegel
answered on Mar 9, 2018

No. Then you need to file a petition to compel production of the will.

1 Answer | Asked in Probate for New York on
Q: My father left a will, however the executor will not give me what my father left me in the will. What can I do?

Would I still file this if the executor has the original will and didn’t file the will?

Michael David Siegel
Michael David Siegel
answered on Mar 8, 2018

Make a Surrogate's Court petition to compel a distribution.

1 Answer | Asked in Probate for New York on
Q: How do i find out if my mother left me anything in her will.she lived in new york her whole life and moved out to pa.

She moved out to pa.about 2 years ago..she passed away first week of dec..that just passed..need to find out if she left myself and my kids anything in her will.and life insurance

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

Unless the will was filed with the court, you do not get to know. If you are in the will, you will be notified by the executor. If you know who that person is, you can call them.

1 Answer | Asked in Estate Planning and Probate for New York on
Q: Should my husband receive money for his dead father's car even though it was totaled out?

My husbands step mother is now filing for a law suit on wrongful death, which my husband was never made aware of. Her attorney is now saying that the money from the car will be used to pay estate and lawsuit bills. Is this wrong, because it feels fishy. My husband and I live in NY and my... View More

Michael David Siegel
Michael David Siegel
answered on Mar 5, 2018

While this is governed by SC law, if the only asset is a car, I am sure in SC, like NY, the spouse gets it.

1 Answer | Asked in Estate Planning and Probate for New York on
Q: My boyfriend I have lived with for over 17years in New York passed away and left no will.

?

Michael David Siegel
Michael David Siegel
answered on Mar 5, 2018

Unfortunately, you have no legal right to anything.

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