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Ohio Estate Planning Questions & Answers
2 Answers | Asked in Estate Planning for Ohio on
Q: As a beneficiary I never receive any communication whatsoever from the Executrix of my fathers estate. What can I do?

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?

Mary Ellen Leslie
Mary Ellen Leslie
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

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5 Answers | Asked in Estate Planning for Ohio on
Q: My mother wants to protect the equity in her home from her debts when she passes. We live with her and take care of her.

What's the best way to keep the house when she dies?

Aaron Epling
Aaron Epling
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.

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2 Answers | Asked in Estate Planning, Family Law, Elder Law and Probate for Ohio on
Q: I am the co- owner of my mother's banking & checking account. Do I have to pay back my mother's estate ?

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

Aaron Epling
Aaron Epling
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

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2 Answers | Asked in Estate Planning and Probate for Ohio on
Q: My father passed away he was my step father raised me for over 50 years. My siblings are trying to cut me out. Can they?

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

Joseph Jaap
Joseph Jaap
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

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1 Answer | Asked in Estate Planning and Probate for Ohio on
Q: My mom died several months ago in Ohio,I know I am in the will, but I have not received anything from the executors.

What and when should I expect notification of my inheritance. Can I get a copy of the will?

Aaron Epling
Aaron Epling
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

1 Answer | Asked in Contracts, Estate Planning and Real Estate Law for Ohio on
Q: Can I back out of estate contract?

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

Aaron Epling
Aaron Epling
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...
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1 Answer | Asked in Estate Planning for Ohio on
Q: Even if the car was in his name and she wasn’t on the car and even if they didn’t live together

The car had to be worth like 20 then his life insurance then he had stuff like bank accounts and all that

Aaron Epling
Aaron Epling
answered on Nov 19, 2020

Ohio law only cares if they were married at the time of his death.

1 Answer | Asked in Estate Planning for Ohio on
Q: My dad passed away but his wife took everything what can I do?

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

Aaron Epling
Aaron Epling
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

4 Answers | Asked in Estate Planning for Ohio on
Q: How can I add on to my will. I want to clarify what is included with my house like my vehicles and tractor

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.

Aaron Epling
Aaron Epling
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

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1 Answer | Asked in Estate Planning for Ohio on
Q: My boyfriend passed away, I paid for the funeral, The family has not paid for anything and got everything, what do i do?

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.

Aaron Epling
Aaron Epling
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

1 Answer | Asked in Estate Planning, Family Law, Real Estate Law and Elder Law for Ohio on
Q: 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

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.

Aaron Epling
Aaron Epling
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.

2 Answers | Asked in Estate Planning and Real Estate Law for Ohio on
Q: My parents n siblings r all passed n the house is still n my dad's name. Can I sell it or what do I need to do
C. Lawrence Huddleston III
C. Lawrence Huddleston III
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...
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2 Answers | Asked in Estate Planning and Probate for Ohio on
Q: How can I find my Dad's lawyer? My Dad had a will & at one time, I was the executrix but don't know if that change

My brother is keeping me from finding out anything and nothing has been filed in probate yet. He died on 10/21/2020

Aaron Epling
Aaron Epling
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

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2 Answers | Asked in Estate Planning for Ohio on
Q: My Mother and Father passed away with no will. How do we get the deed to the house in our name?

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.

Beverly A Stull
Beverly A Stull
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

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1 Answer | Asked in Estate Planning for Ohio on
Q: Ohio jointly owned property willed to wife: need to wait 6 months for transfer,if judge ok'd assets?
C. Lawrence Huddleston III
C. Lawrence Huddleston III
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...
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3 Answers | Asked in Divorce, Estate Planning and Real Estate Law for Ohio on
Q: can my husband sell our house for what we owe spitefully, rather than getting a realtor and best price?

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

Joseph Jaap
Joseph Jaap
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

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2 Answers | Asked in Banking and Estate Planning for Ohio on
Q: My mother and I had Joint bank accounts. And in the will it states for her estate to be devided 50/50

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

C. Lawrence Huddleston III
C. Lawrence Huddleston III
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

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3 Answers | Asked in Estate Planning for Ohio on
Q: My father recently passed away with no will.Just my sister and i. Next steps in regard to estate? Ohio

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

Moshe Toron
Moshe Toron
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?

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1 Answer | Asked in Real Estate Law and Estate Planning for Ohio on
Q: My grandmother had a will leaving all 4 of her children her house. My father has passed does his share go to his kids?

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?

Nicholas P. Weiss
Nicholas P. Weiss pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
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

1 Answer | Asked in Landlord - Tenant, Estate Planning and Real Estate Law for Ohio on
Q: I rent a duplex in OH. Landlord had meter readings mixed up. I figured out 11 months later when the downstairs neighbors

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?

Joseph Jaap
Joseph Jaap
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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