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New York Probate Questions & Answers
1 Answer | Asked in Collections and Probate for New York on
Q: Do assets need to be sold or does Garn StGermain or Homestead Act apply when there is debt owed in the state of Florida?

Parent died with a mortgage (78K, value $154) with equity, car is paid off (value 7500), and 20k plus in credit card debt. Daughter was living with mom, she wants to stay in house, assume mortgage thru either act but has no money to pay moms debt. The will states 50/50 to dependents (total... View More

Ali Shahrestani,
Ali Shahrestani,
answered on Jan 31, 2017

Contact a FL lawyer. This answer does not constitute legal advice; make any predictions, guarantees, or warranties; or create any Attorney-Client relationship.

1 Answer | Asked in Banking, Estate Planning, Family Law and Probate for New York on
Q: Unmarried father died w/o will. No estate, but few hundred in bank. As only child, how do I get evidence of entitlement?

I have the death certificate and I'm the only heir. I'm an adult (non-disabled). I was hoping to claim the small amount in my father's bank account to help reimburse some of the funeral expenses I've incurred. There is no Executor/Admin or will and he had no property or anything... View More

Michael David Siegel
Michael David Siegel
answered on Jan 31, 2017

You need to do a voluntary administration with the Surrogate's Court. It costs one dollar. The clerk can help with the forms. You do it in the county your father resided in when he passed.

1 Answer | Asked in Estate Planning and Probate for New York on
Q: How is non Puerto Rican real estate handled under Puerto Rican inheritance law?

My parents moved from Puerto Rico to New York 5 year ago and purchased their new primary residence in NYC. Unfortunately, my father passed away before writing a new will in NY. Does the proceeds from the sale of the NY apartment fall under Puerto Rican or NY law?

Ali Shahrestani,
Ali Shahrestani,
answered on Jan 30, 2017

If he died in NY, then you can file a Probate action in NY which should address all his worldly possessions. His last will should be entered into evidence, regardless of where it was written. The best first step is an Initial Consultation with an Attorney. You can read more about me, my... View More

1 Answer | Asked in Social Security and Probate for New York on
Q: My dad passed away when I was 14. I turned 18 I never recieved any check from his death benefits or social security

There was a $4,000 lump sum I was supposed to recieve from my father's death benefits. How do I go about in finding where this money went

Ali Shahrestani,
Ali Shahrestani,
answered on Jan 30, 2017

You can contact the administrator of his will or the party with access/ control of his funds. The best first step is an Initial Consultation with an Attorney. You can read more about me, my credentials, awards, honors, testimonials, and media appearances/ publications on my law practice website. I... View More

1 Answer | Asked in Family Law, Estate Planning and Probate for New York on
Q: In the absence of a will, in the case of a parent becoming incapacitated or dying is there any way a next of kin would?

My mother is the sole supporter of my disabled brother who is on SSI. The SSI helps but would nowhere near close to pay rent even for a single month.

I was wondering if my mother became incapacitated or passed away how would my brother or I be able to access the money my mother has in the... View More

Ali Shahrestani,
Ali Shahrestani,
answered on Jan 30, 2017

Intestacy laws would apply. When there is no will, there IS a way! :)

See: https://www.nycourts.gov/courthelp/WhenSomeoneDies/intestacy.shtml

The best first step is an Initial Consultation with an Attorney. You can read more about me, my credentials, awards, honors, testimonials,...
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1 Answer | Asked in Probate for New York on
Q: my niece is my sister's only heir. she became the administrator of the estate. a few months ago my niece disappeared.

I've been paying the costs on the estate property since her disappearance. How do I get my money back and preserve the estate if I don't have standing as a creditor or an interested party?

Ali Shahrestani,
Ali Shahrestani,
answered on Jan 30, 2017

You can file in the Probate action to be the administrator of the estate if your niece has abdicated her role. The best first step is an Initial Consultation with an Attorney. You can read more about me, my credentials, awards, honors, testimonials, and media appearances/ publications on my law... View More

1 Answer | Asked in Probate for New York on
Q: Bogus will given to court

Uncle died and a bogus will was given to court by live-in lover but very little assets were found so court made it executor voluntary administration. Years later family found assets and told live-in lover but he did not probate will because family wants to fight will. Now live-in lover has done... View More

Ali Shahrestani,
Ali Shahrestani,
answered on Jan 30, 2017

If timely, you can file a Probate action. The best first step is an Initial Consultation with an Attorney. You can read more about me, my credentials, awards, honors, testimonials, and media appearances/ publications on my law practice website. I practice law in CA, NY, MA, and DC in the following... View More

1 Answer | Asked in Probate for New York on
Q: Hi, I am an administrator of a will. I was asked to submit my letters of administration to a bank to get funds.

I was told the letters must be dated within the last 6 months. Problem is they were dated in 2009 when I first received them. What to do?

Ali Shahrestani,
Ali Shahrestani,
answered on Jan 27, 2017

The best first step is an Initial Consultation with an Attorney. You can read more about me, my credentials, awards, honors, testimonials, and media appearances/ publications on my law practice website. I practice law in CA, NY, MA, and DC in the following areas of law: Business & Contracts,... View More

1 Answer | Asked in Estate Planning, Real Estate Law, Federal Crimes and Probate for New York on
Q: My grandfather died, had recent will which stated daughter and son split his estate 50/50. Son presented an older will.

My question is we can't find the recent will but know there was one. Could we fight it in court, even if the son started to probation an old will?

Ali Shahrestani,
Ali Shahrestani,
answered on Jan 27, 2017

You'll need evidence of the recent will to file it in Court. The best first step is an Initial Consultation with an Attorney. You can read more about me, my credentials, awards, honors, testimonials, and media appearances/ publications on my law practice website. I practice law in CA, NY, MA,... View More

1 Answer | Asked in Probate for New York on
Q: My husband died 4/2/2016. I am his legal wife, I have our marriage certificate, the will , and death certificate.

Can I go through probate without attorney. I am disabled and the estate is very small.

Ali Shahrestani,
Ali Shahrestani,
answered on Jan 27, 2017

You don't need to have a lawyer, by law, for probate matters. You can access forms online at the NY Courts website and at your local law library. The best first step is an Initial Consultation with an Attorney. You can read more about me, my credentials, awards, honors, testimonials, and media... View More

1 Answer | Asked in Probate for New York on
Q: My Father passed 3 yrs ago and my stepmother recently gave me his will.I know that is not his signature.What can I do?

It was not filed with probate, and I'm not sure if it is the right one. As he was dieing he kept telling me that our house was mine and i was the only one who could get it as i'm his only biological child.My fathers best friend of 30+ yrs.told me my dad had been telling him that the house... View More

Ali Shahrestani,
Ali Shahrestani,
answered on Jan 27, 2017

A probate action can be filed, and you can challenge the authenticity of the will. If someone forged his signature, you can notify the police asap. The best first step is an Initial Consultation with an Attorney. You can read more about me, my credentials, awards, honors, testimonials, and media... View More

1 Answer | Asked in Contracts, Elder Law, Probate and Real Estate Law for New York on
Q: What rights do fiance and I have in this situation? We are sole caretakers for mother in law with dementia.

After father in laws passing over 500,000 was left for her care. Sister in law lied about where she was going to take mother in law to sign a POA(durable) AFTER dementia diagnosis. Not a DOLLAR has been spent in care of mother in law. I have paid all bills, my wife has cleaned,cooked and chauferred... View More

Ali Shahrestani,
Ali Shahrestani,
answered on Jan 26, 2017

Check with the administrator or trustee to see if you're in the will or trust. You may file a Probate action in court or respond to one if it's already been filed. Otherwise, you might be able to sue the estate of the deceased if that is palatable to you and if there was a prior signed... View More

1 Answer | Asked in Probate and Consumer Law for New York on
Q: Can relative legally change ownership of phone landline after owner death without owner's wife consent?

In two family residence, daughter-in-law in first floor, mother-in-law in second floor. The next day after my father death, the telephone ownership was change to the daughter-in-law without my mother knowledge. As time passed by, we found out daughter-in-law listen to my mother telephone... View More

Ali Shahrestani,
Ali Shahrestani,
answered on Jan 23, 2017

This might constitute a violation of privacy, illegal wire tapping, and possibly fraud. The best first step is an Initial Consultation with an Attorney. You can read more about me, my credentials, awards, honors, testimonials, and media appearances/ publications on my law practice website. I... View More

4 Answers | Asked in Estate Planning and Probate for New York on
Q: My mother has passed and my siblings won't reveal to me the will? I don't know if there is one or not?

How can I find Out if there is a will and if so

What can I do?

Kenneth V Zichi
Kenneth V Zichi
answered on Jan 20, 2017

I'm sorry to hear of your loss.

If there is probate the will (or the fact that there is no will) MUST be disclosed to all heirs in most states, If the nominated personal representative does not act to begin probate within a specific time, ANY heir or interested party can do so. (An...
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2 Answers | Asked in Probate for New York on
Q: My father died of dementia and there is a dispute about his mental capacities when he signed his will. He was lucid when

he signed his will. He was lucid when it was signed, but will the fact that he was diagnosed with dementia invalidate the will he signed after the diagnosis?

Kenneth V Zichi
Kenneth V Zichi
answered on Jan 14, 2017

Whether or not he had 'testamentary capacity' and could sign a will is FAR more complicated than just a diagnosis of dementia. Most people who have dementia have moments when they ARE aware of what is going on and can make rational decisions, and moments when they are completely 'out... View More

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3 Answers | Asked in Probate for New York on
Q: My husband died we were not living together but have 2 children together am I going to be in charge of the estate
Michael David Siegel
Michael David Siegel
answered on Jan 9, 2017

You can be in charge, but you have to file for it. If there is a will nominating someone else, that person will be in charge.

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1 Answer | Asked in Family Law and Probate for New York on
Q: My brother has had Power of Attorney for funds collected from my mother' estate.

These funds were to be split equally between him and me.

For the past year he has refused to answer any questions concerning the distribution of these funds. To date he has refused to return calls, emails etc. I'm due approximately $175,000.00. These funds allegedly have been in... View More

Michael David Siegel
Michael David Siegel
answered on Dec 24, 2016

You can sue him. But I think your legal terminology is messed up and that effects the answer. If you gave him power of attorney for you, you can sue him. An estate fiduciary cannot assign authority by power of attorney, so I am not sure what you are saying.

1 Answer | Asked in Estate Planning, Family Law, Elder Law and Probate for New York on
Q: Can a Wife remove a Husband with Alzheimers from accounts which are Joint Owned Bank, Stocks, and Brokerage Accounts?
Barry E. Janay
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answered on Dec 16, 2016

It depends on whether the setup of the account allows for it, but I would caution you against it in any event since on it's face it can appear to be self-dealing. Since you are still married and he has diminished capacity due to his illness I would suggest that you go through the process of... View More

2 Answers | Asked in Estate Planning and Probate for New York on
Q: My mom passed away in Queens, NY, 2015. She had no will. I recently found out she has 2 401K accounts.
Michael David Siegel
Michael David Siegel
answered on Dec 13, 2016

If there is a designated beneficiary, that person just needs to present a death certificate and fill out forms to get the money. If there is none, then there needs to be an estate formed. What kind turns on the amount of money. Definitely not a big deal.

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2 Answers | Asked in Probate for New York on
Q: My sister died intestate, no assets. Her boyfriend is pestering me to write up notarized document giving him power of

attorney, based on what he calls my "bloodline power of attorney",so he can access her storage unit. Can he apply instead to be volunteer administrator of her small estate, without my involvement? As of yet, no paperwork has been filed and no one is officially in charge of her estate. My... View More

Michael David Siegel
Michael David Siegel
answered on Nov 30, 2016

You cannot give a power of attorney. That makes no sense. Only you can do the voluntary administration. He has no standing as a boyfriend. He could prepare the papers and file them, but you have to sign. He could bring an estate administration as a "creditor", but this is time... View More

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