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New York Probate Questions & Answers
1 Answer | Asked in Probate for New York on
Q: If an elderly parent sets up a checking account in trust for children, must this account be probated?
Michael David Siegel
Michael David Siegel
answered on Jun 8, 2017

Nope. That is the whole point of the ITF (in trust for) designation.

2 Answers | Asked in Real Estate Law, Tax Law and Probate for New York on
Q: My children inherited a house in extremely bad condition from their father. We're not sure the sensible steps to take.

The house is in rural Belmont, NY and is on 6 acres of land with great road frontage. As far as we know, the title is unencumbered. The neighbors are interested in buying the land and recommend that we have the house condemned. They told us - the tax accessment period ends in early June - so we... View More

Michael David Siegel
Michael David Siegel
answered on May 27, 2017

Call a local realtor and see what the property is worth. It may have a negative value if you have to pay to tear down the house.

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1 Answer | Asked in Probate for New York on
Q: As an Heir in a Will, can I get bank records of the deceased and a receipt of sale of car, prior to Probate Court?

Sisters moved a large sum of money from my father's bank account prior to his death in order that Social Security would not take it for my mother. After he died they are now claiming there was no money moved. They also signed over his car to my sister. Shouldn't I get a 1/3 of the value... View More

Inna Fershteyn
Inna Fershteyn
answered on May 26, 2017

If the transfer was made before death it's a gift and unfortunately there is no recourse.

Sincerely,

Inna Fershteyn

Law Office of Inna Fershteyn and Associates, P.C.

1517 Voorhies Ave, Suite 400

Brooklyn, NY 11235

tel: 718-333-2394

fax: 718-701-8859

www.BrooklynTrustandWill.com

1 Answer | Asked in Probate for New York on
Q: I have received a citation for Probate Court in New York and I live in Oregon. How can I address my concerns?

I can not afford to travel to Lockport for the Court Date. How can I provide my concerns without attending the court?

Michael David Siegel
Michael David Siegel
answered on May 26, 2017

Hire a lawyer to appear for you. Those are the choices. You come yourself, or have a lawyer.

1 Answer | Asked in Family Law and Probate for New York on
Q: My husbands son died unexpectedly. The son was married but legally seperated.

There is a 8 year old daughter so saying that who is the next of kin his father or his wife who was legally seperated.

Ali Shahrestani,
Ali Shahrestani,
answered on May 20, 2017

The mom may likely be able to continue having custody of the child. The grand-dad can request visitation via court filings. More details are necessary to provide a professional analysis of your issue. The best first step is an Initial Consultation with an Attorney. You can read more about me, my... View More

1 Answer | Asked in Family Law and Probate for New York on
Q: Husbands son died unexpectedly. He was legally seprated from wife 5 years ago. There is a 8yr old .

Is his dad next of kin.

Ali Shahrestani,
Ali Shahrestani,
answered on May 20, 2017

The mom may likely be able to continue having custody of the child. The grand-dad can request visitation via court filings. More details are necessary to provide a professional analysis of your issue. The best first step is an Initial Consultation with an Attorney. You can read more about me, my... View More

3 Answers | Asked in Probate for New York on
Q: Could a lawyer that practices in probate look over a final probate paper that im an heir in? I think I got robbed...

New York Delaware County

Sharon M. Siegel
Sharon M. Siegel
answered on May 11, 2017

Absolutely. If you hire a lawyer, they can perform any skills or tasks that you hire them to do. This is why it is imperative to go to a lawyer who practices in your needed area as an expert!

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1 Answer | Asked in Estate Planning, Family Law and Probate for New York on
Q: How do i have some one removed as executor of a will

The executor is telling other possible hiers to contest the will is this a conflict of interest for the executor

Michael David Siegel
Michael David Siegel
answered on Apr 28, 2017

Removal must be for cause, and requires a petition in the Surrogate's Court. However, your post indicates probate has not occurred. If so, one must object to the will to defeat the executor. If the will is valid, subject to a few requirements, the decedent's choice of fiduciary is... View More

1 Answer | Asked in Probate for New York on
Q: Does a will have to probated? If not how can I find the attorney my aunt used. I would like copy of will.
Kenneth V Zichi
Kenneth V Zichi
answered on Apr 25, 2017

If there are assets in your Aunt's estate that were in her name alone before death, then yes, the will needs to be probated. If there are no assets, then no, and the will will have no use practically other than as a 'family momento'.

-- This answer is offered for...
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3 Answers | Asked in Real Estate Law and Probate for New York on
Q: My father's only asset was his home. He had no will. I have heard administration is not necessary is this true?

My father's only asset was his home. He had no will. I have been told that a full administration proceeding is not necessary, that real property vests in the Decedent's distributees at the time of death which makes the distributees the owners of the property. There are 3 children... View More

Michael David Siegel
Michael David Siegel
answered on Apr 17, 2017

You are correct that you can do it this way. The issue is title marketability. A title company will be more comfortable with an administration, as kinship is not an issue. For example, how would a buyer years down the road know there was not a fourth sibling?

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2 Answers | Asked in Estate Planning, Tax Law and Probate for New York on
Q: My Mom died intestate March 2016. She owned a home. 11 months after she

died the County took title to her home for back taxes. My family has not yet filed an application for appointment of an Administrator in Surrogate's Court. My question is, can the County take title to property of a deceased taxpayer without going through some sort of action in... View More

Michael David Siegel
Michael David Siegel
answered on Apr 10, 2017

It is likely that the foreclosure might not be done right, and that if you wanted you could redeem the property. However, you have to move quickly. It will become more complicated if the property is sold to someone else. It will require a motion and court appearances to get this undone.

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2 Answers | Asked in Estate Planning and Probate for New York on
Q: NY Will contest, Proponents agree to a trial date, are they conceding to the Court, the Objectant have triable issues?

If a trial date is set by the Court and that is agreed to by the Proponents.

What is the likelihood that they will file Summary Judgment?

I know they can but, wouldn't that be like poking their finger into the eye of the Judge?

Thank You very much.

Michael David Siegel
Michael David Siegel
answered on Apr 8, 2017

If there is no date in the pretrial order to file summary judgment, then it is likely not allowed anymore. As many of the burdens at trial are on the objectants, a trial is in many ways harder on them. It depends on what evidence people have.

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1 Answer | Asked in Probate for New York on
Q: My mom was dual citizen NY & Trinidad, & died intestate in Trinidad. Where & How do I file for Ancillary Administration?

My mom always split her time between NY and her house in Trinidad, but her primary residence before death was Trinidad. She has no spouse. She has U.S. children (including me) and real property and U.S. retirement funds. What do I need to file and receive from the court in the U.S. and in Trinidad... View More

Michael David Siegel
Michael David Siegel
answered on Apr 2, 2017

It depends what assets are where, and if the death certificate lists Trinidad as the domicile. It is not impossible, but hard, to argue for NY residence, but there is no reason to do so if it is not needed. I have handled a Trinidad/NY case, and in that one there were only bank accounts in NY, so... View More

2 Answers | Asked in Estate Planning, Collections and Probate for New York on
Q: My Mom Passed away

She has about $2000 in her account and has about $9000 in debt. I am getting mixed info. I should open an account and others saying not to bother. The debtors will handle it.

Barry E. Janay
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answered on Mar 29, 2017

It's pretty easy to open a small estate proceeding at the Surrogate's court, I would recommend that and then just advice each creditor that they can be paid pro rata from the estate's bank account which you will fund with the $2K.

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1 Answer | Asked in Probate for New York on
Q: Father now deceased was the administrator of my mother's estate. My father remarried but I'm looking to become

the new administrator. Will that be a problem since he remarried? Will the wife have any legal grounds to my mothers estate? If so, would it be worth taking the wife to court over any benefits she may receive?

Michael David Siegel
Michael David Siegel
answered on Mar 27, 2017

This is not a problem. You have to bring a special proceeding called a "CTA". Call a lawyer to help.

2 Answers | Asked in Probate for New York on
Q: My aunt passed away year ago had no will.mother passed away before her. My uncle took care of estate but did not contact

me or my 2 sisters. I thought he would share the portion that would have gone to my mother with my 2 sisters and I. he knows where we are since we are friends on Facebook. My Aunt lived in Buffalo new york

Michael David Siegel
Michael David Siegel
answered on Mar 26, 2017

If your mother passed before your aunt, then your uncle is the next of kin, entitled to the whole estate.

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1 Answer | Asked in Family Law and Probate for New York on
Q: I'm the oldest of three children my father just passed away a week ago and my sister's husband is trying to take control

There was no will left behind does my brother-in-law have a say in any of these matters that pertain to my father's Estate

Michael David Siegel
Michael David Siegel
answered on Mar 15, 2017

Your brother in law has standing which is less than you but if you do nothing then he can act. Apply to be administrator ASAP.

1 Answer | Asked in Real Estate Law, Estate Planning and Probate for New York on
Q: As Administrator of a nearly insolvent estate with all unsecured debt, how do I determine which ones get paid?

There is no liquid money available, but I do plan to sell a property that will leave only about 40k after commissions. The credit card debt alone is $44k. Must I treat all credit card debt and personal loans equally and divide what little money is left to give them each a token? Or can I chose... View More

Michael David Siegel
Michael David Siegel
answered on Mar 9, 2017

The only way to do this with certainty is to pay pro rata and then do an accounting. But, the credit cards will definitely negotiate. A lawyer can help. You want to avoid an accounting if at all possible.

2 Answers | Asked in Estate Planning, Real Estate Law and Probate for New York on
Q: Can I file against my mom's estate for property taxes I paid on a home she had lifetime use of?

Mom had set up a deed naming me as remainderment (?) on her house and her having lifetime use of it. Prior to her unexpected death she had borrowed money from a friend to pay the property taxes due on it (22k). I then needed to borrow an additional 24k to pay remaining past due taxes after her... View More

Michael David Siegel
Michael David Siegel
answered on Mar 8, 2017

You can file a claim, but if you are paying yourself, it is objectionable. It would not take priority over credit cards. While the initial taxes were a lien, you did not get assignment of a lien. Your claim is unsecured.

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1 Answer | Asked in Probate for New York on
Q: I am the only living relative that was left a home "Do I have to fill out all the petition to probate papers"?

I was told I don't need a lawyer since I am the only living person left and the house was left to me, Deceased was my mother, and what would be a reason for a lawyer?

Michael David Siegel
Michael David Siegel
answered on Mar 7, 2017

It depends on your degree of kinship from the deceased. As it is real property, I am willing to bet that you do.

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