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New York Probate Questions & Answers
1 Answer | Asked in Probate for New York on
Q: What if any grounds does one have not to comply with an order requesting production of a will, in New York .
Michael David Siegel
Michael David Siegel
answered on Jun 9, 2023

One must comply with a court order, or face contempt.

1 Answer | Asked in Estate Planning, Family Law, Tax Law and Probate for New York on
Q: I am my father's estate administrator. How and when can I be reimbursed for admin costs?

Can I reimburse myself prior to filing his estate taxes?

Michael David Siegel
Michael David Siegel
answered on Jun 8, 2023

You can reimburse yourself as you go, but the disbursements are not approved and subject to clawback until you have a final accounting approved, or waivers from all parties. Your lawyer should know this. If you do not have one, and money is tight, it might be a good idea to have a lawyer.

4 Answers | Asked in Real Estate Law, Estate Planning and Probate for New York on
Q: Real Estate issue

Hi I’m reaching out for advice because I don’t know what to do. I’m currently living in a brownstone with my daughter in NYC where I was born, raised, and lived the majority of my life. It is my grandmothers brownstone who also grew up here. My grandmother, who I love with all my heart,... View More

Elaine Shay
Elaine Shay
answered on May 30, 2023

If your aunts inherited the property, they would generally have the right to sell the property. However, the sale of the property does not result in your immediate eviction. Instead, as a tenant or an occupant in possession of the property for more than 30 days, the owners of the property would... View More

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2 Answers | Asked in Estate Planning, Family Law, International Law and Probate for New York on
Q: Is a Heir Search required in NYC if we as the stepchildren are named in the will of our stepfather who came from Poland?

My stepfather came from Poland at ten years old with only one brother and parents (all deceased). He was with my mom for forty years and never mentioned Polish relatives as he was here since a child. He named me and my siblings in his will specifically. I am named executor of his estate in NYC. The... View More

Bonnie Lawston
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Bonnie Lawston
answered on May 12, 2023

If the decedent has no children or spouse the Court requires an affidavit of Heirship. Sometimes the attorney draftsman will take information directly from the testator now the decedent and he can provide a supporting affidavit. Your attorney should submit an affidavit of Heirship if someone can... View More

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1 Answer | Asked in Estate Planning and Probate for New York on
Q: My mother passed away in sc no will no estate nothing but a life insurance policy of 25,000. Left to my brother who also

Also passed . There's 6 mores children and 1 more that passed. So 5 living . How do we claim the money

Tim Akpinar
Tim Akpinar
answered on May 9, 2023

This is posted under Insurance, and while it is an insurance matter, attorneys in the Probate and Estate Planning categories might have better insight here. That may be why the question remains open for over a week. Some questions do go unanswered, but you might have better chances of a response in... View More

1 Answer | Asked in Probate for New York on
Q: Hello, my question is in regards to the petition for probate of a will in Nassau county

I am doing this Pro Se .Do I need to include all possible heirs on question #6 (distributees) even though they will not be getting anything on this will?

Bonnie Lawston
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Bonnie Lawston
answered on May 5, 2023

Yes, all necessary heirs per EPTL must be listed. They must submit a Waiver or you will be required to serve them with a Citation that will summons them to Court on the return within the required time depending on their residency and where you serve them. Once service of the citation is complete... View More

3 Answers | Asked in Family Law and Probate for New York on
Q: 97 yo aunt - no kids, sibblings, no will. 19 nieces/nephews -16 had no relationship with her. Can they be excluded?

There are 19 nieces/nephews - 16 of then live oversears and/or had no role/interest in caring for our aunt or her health. Many of then are well off financially and dont need this money. Only 3 of us took care of her for 25 years. Can the 3 of us prevent them from benefiting from the Estate of... View More

Gary Krim
Gary Krim
answered on Apr 24, 2023

If your aunt has no Will and wants to make one, it is up to her to decide how where her estate should go, free of any undue influence which might jeopardize the validity of the Will. This assumes she is competent to make a Will. If she is not competent to make Will, or has already passed, then all... View More

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1 Answer | Asked in Estate Planning and Probate for New York on
Q: What entitlements does my mom have?

Hello I live in New York City. My mother and father have been legally married for 30 years. My dad brought the house I live in now way before he married my mom and before me and my siblings were born. My dad recently had a stroke and is in rehab right now. My dad has the deed to the house but my... View More

Tim Akpinar
Tim Akpinar
answered on Apr 19, 2023

I'm sorry your question remains open for three weeks. This may be something that's closer to the "Probate" and "Estate Planning" categories than it is to Family Law, where the question was originally posted. You could repost under those categories. Some questions do go... View More

2 Answers | Asked in Probate for New York on
Q: I am wondering if you handle a well that was written back in 2013. How would I probate this and how much time do I have?

I’m entering into probate with my 25 year old domestic partnership who died from sickness. Sisters want nothing to do with him

Michael David Siegel
Michael David Siegel
answered on Apr 12, 2023

The age of the will is irrelevant. You have unlimited time to probate, but if the sisters come in and say there is no will, they can take the property from you. So, file the will ASAP so you stake your claim.

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2 Answers | Asked in Estate Planning, Real Estate Law, Elder Law and Probate for New York on
Q: What needs to be done when there's a life estate on a property, the life tenant dies & owes $ to a rehab nursing center?

Hello,

My father died in early January of this year. He held a Life Estate on his home and my sister is listed as the remainderman on the deed. We filed the death certificate with the Town of Riverhead.

My father owes a large sum of money to the rehab nursing center he was in when... View More

Carl Nelson
Carl Nelson
answered on Mar 28, 2023

It depends whether the nursing center had a judgment against your father before he died. If so, a judgment entered in the same county as the property would form a lien on the property which would survive a change in ownership (such as that occurred upon his death). Since your sister would be the... View More

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1 Answer | Asked in Estate Planning and Probate for New York on
Q: No property, father had a will. Passed away in Nassau County but lived in Queens. suing for more than $350 do we need to

Probate the will to move forward? Lawsuit is over $350K

Jack Mevorach
Jack Mevorach
answered on Mar 24, 2023

Have a free telephone consultation with counsel.

Jack

1 Answer | Asked in Estate Planning, Personal Injury, Medical Malpractice and Probate for New York on
Q: Help Please, Is it normal for trustee to force me to sign documents such like auto loan, mortgage loan and etc?

I had a medical malpractice settlement money when i was a minor. My mother didn't tell me about my settlement money until i found out by a family member at 30-year-old. From what i understand is that my mother created a trust bank account when i was a minor and she is a trustee of that... View More

Jonathan R. Ratchik
Jonathan R. Ratchik
answered on Mar 22, 2023

If you had a medical malpractice lawsuit as a minor, the Court would have had to approve any settlement and would have issued an Infant Compromise Order. The Infant Compromise Order would have directed the settlement proceeds to be deposited in a bank account held jointly by an officer of the bank... View More

1 Answer | Asked in Estate Planning and Probate for New York on
Q: The executors for sister declined. There are 3 remaining sisters who are the beneficiaries. Two have agreed. Ok?

The third has verbally agreed but has not signed letter naming the successor trustee.

Michael David Siegel
Michael David Siegel
answered on Mar 16, 2023

There are forms for all of this. Not an unusual situation. If someone is not willing to sign the form, a citation must be issued upon a petition.

2 Answers | Asked in Estate Planning, Elder Law and Probate for New York on
Q: Lawyer has been informed by Medical Examiner of death, yet refuses to release Will - can he do this?

He says he needs “formal notice” - ME won’t release body without proof I’m executor (ie, the Will) so I cannot get a death cert or anything. I’m stuck as I need the Will to get the death cert, make arrangements, get access to apt., etc.. Can the lawyer be made to release the Will to me??... View More

Benjamin Z. Katz
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answered on Mar 10, 2023

Surrogate Court Procedure Act (SCPA) Sec. 1401 authorizes a proceeding to compel anyone who has custody of the original Will to produce it. If you are a spouse, parent, child, or sibling of the deceased, you are eligible to receive a copy of the death certificate if one has been issued. You would... View More

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3 Answers | Asked in Foreclosure and Probate for New York on
Q: Good evening is it possible to have a deed for a house with 2 people but one gets a secured loan. Now the kids are liabl

My mom took out a loan without my dads consent m. They are both deceased and we are liable

Carl Nelson
Carl Nelson
answered on Feb 25, 2023

If you did not sign a note, you would not be personally liable. However, if the note is secured by a mortgage, the ownership interest of whoever executed the mortgage would be encumbered by the mortgage lien.

Based on the facts you indicated, your mother’s share would be subject to the...
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1 Answer | Asked in Estate Planning, Real Estate Law, Banking and Probate for New York on
Q: I am the beneficiary on my deceased sister’s POD bank account. Do I have the right to get a copy of bank statements?

The bank said only the executor of the estate can get it. Aren’t beneficiary accounts outside the realm of the estate and the executor? My sister lived in Arizona when she passed. I live in NY. The bank account is in South Carolina (where she used to live) The executor of the estate, a friend in... View More

Elaine Shay
Elaine Shay
answered on Feb 24, 2023

Questions about Estate matters are controlled by the law of the State where the decedent resided at the time of death. Therefore, although you may live in New York, your question is better directed to attorneys practicing in the State of your late sister's residence.

1 Answer | Asked in Estate Planning, Civil Litigation and Probate for New York on
Q: Hi I'm a bene of trust set up in 2016.Under disability.can I petition Surrogate CourtNY,pro se, to remove disability?

Under disability w/ad litem appointed, can I petition to be heard by judge, conference, or written statement, if my disability is minor (ADD) and I disagree with ad litem's actions and coercive requests for waiver liability. Spendthrift trust, cash poor,no homeowners insurance(!?!#), failure... View More

Jonathan R. Ratchik
Jonathan R. Ratchik
answered on Feb 17, 2023

Can you petition Surrogate's Court to terminate your guardianship? Yes. Under New York's Mental Hygiene Law § 81.35, the incapacitated person can commence a proceeding to remove his or her guardian. Will you be successful on your own? Unlikely. You'd be better off retaining... View More

1 Answer | Asked in Real Estate Law, Probate, Estate Planning and Landlord - Tenant for New York on
Q: Do my brother and I have any rights to Dad's house since he had no will?

Our parents owned our family house in Lynbrook, NY since 1962. My mother died in 1974. Dad married Clare soon after and in 1996 added C to the deed. He passed away in 2004. C removed his name from the deed. I have copies of the deed and subsequent alterations. Neither our father nor mother had a... View More

Benjamin Z. Katz
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answered on Feb 16, 2023

If Clare was added to Deed as a joint tenant, she was entitled to 100% when your dad passed away. If she is listed as a tenant in common with your dad, you may be entitled to something.

1 Answer | Asked in Estate Planning and Probate for New York on
Q: NY State probate question

A will in NY state gives the homestead to one heir and the contents to another. During the probate process, who is legally responsible for paying bills associated with the property?

Elaine Shay
Elaine Shay
answered on Jan 28, 2023

The expenses of the estate are paid from Estate assets. The expenses associated with the property before it is transferred to the beneficiary are generally the Estate's responsiblity and not those of an individual beneficiary. The language of the Will may provide more guidance.

1 Answer | Asked in Probate for New York on
Q: I bought a car from my father in-law. I have the bill of sale and registration. But no title now he died. What can I do

Was waiting for him to find the title.But he ended up dying.

Bonnie Lawston
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Bonnie Lawston
answered on Jan 8, 2023

The fiduciary of the estate can order a duplicate title and then sign it over to you.

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