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New York Probate Questions & Answers
1 Answer | Asked in Probate and Real Estate Law for New York on
Q: If the deceased lived in New York and the estate in Puerto Rico, which court executor should file a probate petition?

The deceased was originally from New York. Only assets in the estate are a condo in the Puerto Rico is mentioned in the last will and testament. In which court should a probate be held? In which Surrogates court should a probate be held? Which city? County in New York or in local court Puerto Rico?

Benjamin Z. Katz
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answered on Jan 8, 2023

Estate proceedings are brought in state and county of decedent’s residence. If there is a Will, it is brought as a probate proceeding. If there is no Will, it is an administration proceeding. Once the court appoints a fiduciary for the estate in New York, an additional (ancillary) proceeding can... View More

3 Answers | Asked in Real Estate Law and Probate for New York on
Q: In 2010 my mother took out a $200K Home Equity Line of Credit on her home in New Jersey to give me a mortgage to

purchase an investment property in New york. There was a signed mortgage note for the loan. The note states the loan is subject to the laws of New York. In 2014 my sister learned of the loan and coerced mom to requesting repayment. The building was sold and mom accepted $100K, had the attorney... View More

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

Your sister very much has a claim. Given a lawyer was involved, this was very sloppy all around. An interest in real estate can only be altered with a writing. You have none. The mortgage remains of record.

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2 Answers | Asked in Estate Planning, Real Estate Law and Probate for New York on
Q: Are my sister & her husband obligated to share the proceeds of the sale of my late mother's home in New York State?

My elderly mother sold her house in 2019 to move a few miles so she'd be closer to my sister. My brother in law (a CPA) put the proceeds from the sale (>$100K) in a bank account in my nephew's name to hide the $ from the govt in case Mom went into a nursing home. He then bought a house... View More

Carl Nelson
Carl Nelson
answered on Jan 4, 2023

In the absence of some agreement regarding the proceeds of the sale of your mother's house, I generally agree with attorney Siegel. Based upon the fact pattern you described, your brother's house is your brother's house and your mother having lived there does not make it hers nor... View More

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1 Answer | Asked in Estate Planning and Probate for New York on
Q: My best friend just died and didn't leave a will. He was estranged from daughter who he didn't want to have his things.

His daughter has already taking things from his house and said because they didn't talk for 5 years or more she said she is taking all his things to sell or bring to Florida. This includes his motorcycle he was leaving for his grandson. How do I stop this from happening

Nina Whitehurst
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answered on Jan 3, 2023

That is a real bummer, but when someone dies without a will, then state law determines who inherits. If your friend died unmarried but with one or more living children, typically the children inherit. Even though the daughter might not be strictly following the proper legal process, chances are... View More

1 Answer | Asked in Estate Planning and Probate for New York on
Q: My husband's children say they want pictures and a few things of their mothers, (she is deceased) how should I proceed?
Benjamin Z. Katz
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answered on Dec 13, 2022

The question you have presented does not appear to be a legal one. What reason do you have for withholding pictures of their deceased mother?

1 Answer | Asked in Estate Planning and Probate for New York on
Q: Can a Medicaid recipient, whose brother dies, stipulate with a probate proponent to withdraw their objections?

My friend is a nursing home resident who has been receiving Medicaid to help pay for her care. Her brother passed away and his home health aide (HHA) has filed a purported will in a NY Surrogates Court. Its signing was not supervised by an attorney, no self-proving affidavit was completed, one of... View More

Benjamin Z. Katz
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answered on Dec 11, 2022

Let me understand what you are asking. Your friend's brother passed away leaving, what may possibly be an invalid or fraudulent Will. It was submitted to the court by his health aide who, I assume, was named the Executor. Your friend objected to the aide's appointment. You want to now... View More

1 Answer | Asked in Estate Planning and Probate for New York on
Q: Good morning I am looking for a small estate affidavit form and notarized document How can I get it and get help.

Can I get the form from your office?

Benjamin Z. Katz
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answered on Dec 10, 2022

If you want the forms, they are available to the public at:

http://ww2.nycourts.gov/forms/surrogates/smallestate.shtml

You can find a notary fairly easily if you want to do it all yourself. Otherwise, many attorneys who practice in the area of probate and administration can prepare...
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2 Answers | Asked in Appeals / Appellate Law, Estate Planning and Probate for New York on
Q: Need ONLINE case studies RE: violation of NYS Public Policy regarding Beneficiary rights. time sensitive (appeal)

This info. needed asap.

Tim Akpinar
Tim Akpinar
answered on Dec 10, 2022

It could be difficult for attorneys to suggest general case law relevant to your given situation based on the brief description here. You could await a response, but given the short timelines for appeals, you could also consider reaching out to attorneys who practice in the area(s) of law involving... View More

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2 Answers | Asked in Real Estate Law and Probate for New York on
Q: How long does it take a lender to find substitute Administrator ?

The property is in Brooklyn . My father was the only person on the mortgage. When I was added to his deed , I was recorded as the Administrator. I only found out recently that I needed court papers to become an Administrator, which is what I am trying to do now. I don’t know why I was ever... View More

Carl Nelson
Carl Nelson
answered on Nov 30, 2022

The lender does not find an administrator; rather the lender needs to obtain jurisdiction over whoever is vested with title to the property the lender is seeking to foreclose by substituting and serving them with process.

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2 Answers | Asked in Real Estate Law and Probate for New York on
Q: Can the bank sell my property if no Administrator has been appointed?

Before my father died , I was incorrectly added to the deed , “As Administrator” . I have been working on obtaining Letters . The court appointed Administrator waived his rights as Admin and consented to allow me to become the Administrator. I am now waiting for the Court to issue me Letters... View More

Carl Nelson
Carl Nelson
answered on Nov 30, 2022

It would be helpful to know where the property is, but generally a foreclosing lender will have the ability to substitute a party in the case of the death of a mortgagor/defendant. Other relevant factors that would be helpful to know are whether the decedent owned the property solely or with a... View More

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1 Answer | Asked in Estate Planning and Probate for New York on
Q: What if anything , can happen if one is compelled to produce a will that they do not possess, in the state of New York?
Michael David Siegel
Michael David Siegel
answered on Nov 9, 2022

You cannot produce something you do not have. You would need to respond to the petition with an appropriate response.

1 Answer | Asked in Estate Planning and Probate for New York on
Q: Are LLC membership interests in New York have to go through probate when the member dies?

In New York, can you have Transfer On Death Beneficiary designation in the LLC Operating Agreement to avoid Probate of LLC membership interest?

Please note that the LLC holds Real Estate and I understand that real estate Cannot be transferred on Death in New York and New York only allows... View More

Michael David Siegel
Michael David Siegel
answered on Oct 28, 2022

Absolutely the operating agreement can provide for transfer on death to a specific person, which would avoid probate of that interest.

1 Answer | Asked in Probate and Estate Planning for New York on
Q: Can I file a complaint to a NY agency as a third party against an executor for the mishandling of an estate settlement?

The decedent passed in 2010 with a single townhouse as an asset. The executor (50% bene.) spent only four months trying to sell it and later rented in until 2018 when it was sold for $205K. The beneficiary (50% bene.) turned 21 in July 2022 and has just been informed (3 months later) that his... View More

Michael David Siegel
Michael David Siegel
answered on Oct 19, 2022

Short answer is no. Without an accounting proceeding how do you know there was wrongdoing? The expense of the accounting is borne by the estate off the top, not your son's half. And, if there was wrongdoing, the executor can be surcharged a penalty for the wrongdoing. Asking for an... View More

1 Answer | Asked in Estate Planning and Probate for New York on
Q: Under what circumstances can one be compelled to produce a will in court in New York?

If a named executor is filing for probate ,can a named beneficiary compel production of the will

Michael David Siegel
Michael David Siegel
answered on Oct 5, 2022

Yes. There is a petition to do just that. Not a form per se, but a form.

1 Answer | Asked in Probate for New York on
Q: My sister died without a will in NYC. I have given all of the necessary documents to lawyer working with administrator.

I have provided all necessary proof of kinship as the only sibling and there is nobody else to contest that I am the sole heir. I have no living relatives. However, I am being asked to prove that my sister never married or had children - which she did not. Will a professional genealogist report... View More

Michael David Siegel
Michael David Siegel
answered on Oct 3, 2022

You need a better lawyer. This is accomplished with an affidavit of heirship and does not require a genealogical search. Anyone who does this area of the law should know this.

1 Answer | Asked in Estate Planning and Probate for New York on
Q: Grandparents pass uncle is executor $ goe to my uncle aunt my brother&I Unclaimed prop. is out uncle w not claim can I?
Tim Akpinar
Tim Akpinar
answered on Oct 1, 2022

Your question may have gone unnoticed in the Family Law category. The nature of what you describe is closer to Probate and Estate Planning than Family Law. Although there's no guarantee that all questions are picked up, you might have better chances of a response under the Probate and Estate... View More

1 Answer | Asked in Estate Planning and Probate for New York on
Q: Should I sign a “receipt, release and waiver” prior to receiving the funds? (NYS)

I got a letter asking me to sign and have notarized a “Receipt, Release and Waiver” saying I received distribution from my mom’s estate. If I’m reading the legalese correctly, it also releases the executor from any liability. The letter instructs me to send this to the lawyer’s office to... View More

Michael David Siegel
Michael David Siegel
answered on Sep 26, 2022

It is standard. When you return it, say it is in escrow pending transmittal of the funds.

1 Answer | Asked in Real Estate Law, Estate Planning and Probate for New York on
Q: How do i get my name added to a deed. In Orange County NY

I am the administrator of my father's estate. My stepmother who predeceased him took out a mortgage in her name only. I cannot get any information on the loan until i get my name added to the deed. What is the quickest way for me to get this done. This information is needed urgently.

Tim Akpinar
Tim Akpinar
answered on Sep 21, 2022

You may be better off reposting under the "Real Estate" category. I'm sorry your question remains open for two weeks, given the urgency of the matter. It was probably overlooked under the "Government Contracts" heading. Some questions do go unanswered on this forum, but you... View More

1 Answer | Asked in Probate and Estate Planning for New York on
Q: Do distributions have to be made to all beneficiaries at the same time?

I was just told by my deceased mothers financial advisor that distribution from her accounts have to be made to all beneficiaries at the same time. We are talking about an IRA and a Brokerage account both of which have designated beneficiaries named.

Darlene  Pasieczny
Darlene Pasieczny
answered on Sep 1, 2022

This may be true. Generally speaking, brokerage firms and custodians of retirement accounts have contractual terms in the account agreement regarding the timing of distributions to named beneficiaries after the death of an account holder. Additionally, depending on state and federal law, and the... View More

2 Answers | Asked in Estate Planning and Probate for New York on
Q: My father died 7months before my mom and he wrote a will that he hand wrote and had it notarized and stamped.

My mom just passed 4 weeks ago. My father didn't sign the will even though he clearly wrote it. Is it a binding document and since my mom is gone also are my father's wishes valid. My mom left no final wishes in writing

Howard E. Knispel
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Howard E. Knispel
answered on Aug 27, 2022

First, this is not a Family Law question. It is a wills and estates question. Having said that, a will is not notarized. It is witnessed by at least 2 witnesses and the witnesses' affidavit is notarized. Also wills are not supposed to be handwritten except in rare circumstances. So the... View More

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