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The attorney for my Fathers estate claims that the executrix (my sister) does not need to communicate with me. The attorney said she only needs to communicate with him. I am being told nothing. What can I do about this?
answered on Dec 20, 2020
If you are a beneficiary, you have to be notified of the filing of an inventory and the final account, giving you an opportunity to object, and the Court would schedule a hearing on any and all objections. Other than that requirement, the fiduciary has no obligation to communicate directly with... View More
What's the best way to keep the house when she dies?
answered on Dec 9, 2020
She can largely protect the equity from non-mortgage debts by executing a transfer on death designation affidavit. Some exceptions exist. But, in practice, this would protect the house from credit card and medical debt.
My sister placed my Mom into a nursing home in May of 2019 for dementia. And then she hired a guardian for my mom in June 2019. I have lived in my Mom's home from May 2019 until now. I have been the co-owner of my Mom's banking and checking account since April 5, 2015. And, I used the... View More
answered on Dec 2, 2020
Interesting question. You certainly cannot be responsible for repaying any money that you spent on behalf of your mother for her expenses like medical expenses, nursing home bills, taxes, insurance, etc. One tricky question is whether you are liable to the estate for payments that you made to... View More
I have a half sister and my father adopted my nephew so I have an adopted sibling also I was told there is a will that is 30 years old that I am executor of but my adopted sibling has it I have not seen it I know they're going to go through probate and they're not telling the probate... View More
answered on Dec 2, 2020
If the will cannot be found, and if he did not have a surviving spouse, then his estate will be divided among his natural and adopted children, but step children don't share. If the will can be found, and if it nominates you to be executor, and if the will is submitted to the probate court,... View More
What and when should I expect notification of my inheritance. Can I get a copy of the will?
answered on Nov 27, 2020
No news is bad news. You need to communicate with the executor to see where the process is. The executor may be strategically waiting to open the estate. Or, there may be nothing going through probate, so it wouldn't matter what the will says. If the executor is being evasive (like... View More
Oct 29th: I entered a real-estate contract to purchase a house. the contract says to close on or before Nov 30th. (email)
Nov 16th: I did let my agent know that I'll be out of the town on Nov 25th for 7 days, and will try to close sooner (texting)
Nov 18th: I was cleared to... View More
answered on Nov 23, 2020
If the seller can't close before Nov. 30th, then that is a breach of contract and you can terminate. They will likely ask you to sign an extension, but you aren't obligated to do so.
If the seller is able to close by then, you can still terminate the contract if you want. This... View More
The car had to be worth like 20 then his life insurance then he had stuff like bank accounts and all that
answered on Nov 19, 2020
Ohio law only cares if they were married at the time of his death.
They didn’t live together and wasn’t together at the time of his death she took his car gave it to her son that’s not my dads son she wouldn’t release his personal items or anything what can we do this is in ohio
answered on Nov 19, 2020
Ohio law tends to favor a surviving spouse. She can definitely transfer a car to herself as long as it's not worth too much. Regarding his personal items, it he didn't have a will then you may have a claim against her for a portion of the personal items. The problem is that the cost of... View More
I already gave my daughter her inheritance of 50 acres. My son gets the family house and 10 acres. My daughter is questioning whether he gets the contents of the house and vehicles and such. I want to add onto my will that my son gets all that.
answered on Nov 14, 2020
If you already have a will, you can execute a codicil with the same formality that amends your existing will. Or, you can make a new will...which may be easier. I suggest being specific in the will and also communicating to your kids how this will play out. Knowing in advance can drastically... View More
He did not have a will so the house we shared (i didn't want to live there after he passed) went to his dad/ brother along with all the vehicles and all his property. They also got the 401K and the money he had in the bank. I did get life insurance.
answered on Nov 10, 2020
If your boyfriend's assets went through probate, then you may be able to get reimbursed for the funeral expenses. You should probably have an attorney check the house title to see whether the house has been probated. This would be a good indicator as to how the assets have been handled and... View More
My Dad is 89 years old and for the last 3 or 4 years he has been giving my brothers and mine Inheritances away to his girlfriends kids, how can we stop this? My Dad telling me that we will not get anything or only get what he owe on. What can be done? My Dad lives in Ohio.
answered on Nov 10, 2020
If he is incompetent, then you can apply to be his guardian and take control over his finances. You could also notify his bank that you believe he's incompetent or under undue influence. If he's competent and not under undue influence, then your options are very limited.
answered on Nov 4, 2020
You do not own it so you cannot sell it. In order to own it, someone must open a probate estate ... but whether you own some of it or all of it will depend on the language of the Will. And if there is no will and your siblings had children, some of the ownership will pass to them.
You... View More
My brother is keeping me from finding out anything and nothing has been filed in probate yet. He died on 10/21/2020
answered on Nov 4, 2020
You need an attorney. This happens more often than you think and a number of factors can influence the strategy moving forward. For example, if no assets need to go through probate, then it doesn't matter as much. But, if a significant bank or investment account needs to go through probate,... View More
Do we have to do two separate probate cases to switch from joint to just Dad, then one to us? Or can it be done in one case.
answered on Oct 19, 2020
You have to do two estates, unless the property was titled jointly with survivorship rights or if there is a Transfer on Death Affidavit recorded with the county. If it requires two estates, depending on the county where the decedents lived and how long ago they died you may be able to do a Real... View More
answered on Oct 18, 2020
If property is owned as "joint with rights of survivorship" it passes to the wife outside of probate with a simple form, and the Will has nothing to do with it. JTROS property is not a probate asset.
If the property is merely "joint" (in Ohio, that means owned as... View More
We are splitting up. I want to be as fair as possible in everything, even though I had asked him to wait on selling the house for one year and he refused. I have a realtor coming over in a little while to see what we can do. The house is valued about $30k over what we owe so we would both get a... View More
answered on Oct 1, 2020
A husband cannot sell real estate unless a wife also signs. It doesn't matter that only his name is on the mortgage. So you can prevent the sale, unless he sells it for a price to which you will agree, and you agree on how to split the sale proceeds. If you are splitting up by divorcing,... View More
My sister was named executor over the will. I was wondering if the joint bank accounts my mother and I had Together would have to go through the probate or would be considered part of the will.
My mother always helped her sister out with finances and my sister is trying to take out that... View More
answered on Sep 28, 2020
If the account was "Joint with Rights of Survivorship" as most "joint" accounts are, the account goes directly to you. It does not go through probate and therefore is not controlled by the Will. All you need to do is take an original death certificate and a photo ID to a bank... View More
My father passed away a week ago. He didn't have a will or anybody appointed to take care of his estate. He had no life insurance either. It's just my sister and I and we are on the same page with everything. Just wondering about next steps legally for his estate. He had a little credit... View More
answered on Sep 26, 2020
We would first need to know more information.
1) How large is his estate?
2) Do either of you live in Ohio?
My half siblings are splitting the money between them and not giving me anything. Can I sue for my half? What kind of lawyer do I get?
answered on Sep 12, 2020
It depends on what the will says. Usually, there is a provision saying that if someone predeceases the decedent, that their share goes to their children evenly. That's the default rule anyway in Ohio if the will is silent on that. If either of those are true then you should be sharing evenly... View More
Moved in. (No one was there before.) The bill was near $300 for electric. After weeks of trying to get the landlord to fix it, and the electric company out. He is telling me that I owe the difference. Though it was not my fault. Is this legal?
answered on Sep 9, 2020
If your lease requires you to pay the electric that you use, then you are obligated to pay whatever the proper billing for your usage works out to be, regardless of the mix up. If you don't pay, landlord can subtract from your deposit, sue you for any additional amount, or file to evict you.
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