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Oklahoma Estate Planning Questions & Answers
2 Answers | Asked in Estate Planning for Oklahoma on
Q: My mother in law owns property and had the title put in hers and her son's name. But left it to her daughter in the will

Just wondering if when she passes of it goes to my husband or her daughter.. since his name is on the title.

Richard Winblad
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Richard Winblad
answered on Jun 12, 2018

Great question. Ultimately it depends upon how the deed was drawn up. An attorney would probably charge an hour of time to review and provide an opinion. Without seeing the deed it is impossible to tell. But it is likely that you husband is entitled to at least 50% of the property.

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1 Answer | Asked in Estate Planning and Probate for Oklahoma on
Q: Me and my husband are still married. His mothers 2 houses and land went to him and his sister when she passed

His sister has now passed What happens to the land and houses now

Richard Winblad
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Richard Winblad
answered on Mar 26, 2018

This answer assumes that there was no Will, trust, or transfer on death deed; and it assumes that your husband is your mother-in-law's sole living heir (aside from his children) and that she was not married at the time of her death.

You husband would be entitled to inherit the...
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1 Answer | Asked in Probate and Estate Planning for Oklahoma on
Q: After a person dies in Oklahoma how are personal properties distributed among the heirs, tools, clothes , jewelry etc.
Gary Johnston Dean
Gary Johnston Dean
answered on Mar 6, 2018

If there is a probate of their estate, this will be determined by a will, or a court order if no will. If there are no court proceedings, family members usually gather shortly after a death, and agree on who gets what in cases were a lot of valuables are not involved. If you need a lawyer to help... View More

1 Answer | Asked in Estate Planning and Probate for Oklahoma on
Q: My husband passed away and he has no children. Do I have to file a succession and if so what does it involve.

I live in Louisiana and my husband was 55.

Richard Winblad
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Richard Winblad
answered on Mar 5, 2018

I'm very sorry for your loss.

I assume that there is property in Oklahoma. Whether or not a probate (succession in Louisiana) is necessary depends on the how the property was titled in Oklahoma. If it is real estate in Oklahoma and titled solely in your husband's name then this...
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1 Answer | Asked in Estate Planning for Oklahoma on
Q: Can an executor of a will be from another state live in OK trying to settle the estate wondering if I have to be in
Richard Winblad
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Richard Winblad
answered on Mar 1, 2018

Yes, an executor or personal representative can live in another state. Often they can even manage the estate without making any court appearances. If there is personal property involved they may need to oversee its disposal or disbursement. I have had executors who performed all of their duties... View More

1 Answer | Asked in Estate Planning for Oklahoma on
Q: Caretaker friend.hospitalized on ventalator.wanted me to sell belongings..wife passed december,no will,no power

He said his cousin-nephew to have house and land ..wanted me to have legal power of attorney & on his bank account done-he just wasnt strong enough so his wishes was just verbal..had ambulance pick him up yesterday..they dont belive he will make it..he gave me his credit cards with pass... View More

Richard Winblad
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Richard Winblad
answered on Feb 15, 2018

You really need a Power of Attorney since he is still alive. But the POA is ineffective if he dies. Once he passes the property will be governed by intestacy statutes unless he creates a Will, Trust of a simple Transfer on Death Deed.

Sorry for your issues.

1 Answer | Asked in Probate and Estate Planning for Oklahoma on
Q: If you marry a man who was only divorced four months in oklahoma, are you his legal wife and next of kin if he dies?

the marriage took place in texas, but they live in oklahoma. he just passed away and she...the so called wife had him cremated against his family's wishes, and took all his money out of his bank account,including his 3 young sons She also took ownership of his 79,000.00 new corvette . I am... View More

Gary Johnston Dean
Gary Johnston Dean
answered on Feb 14, 2018

Sorry, but she is his legal wife, and you have no standing to seek an annulmnet of their marriage. You should contact a probate attorney in the county of his residence to see if there is anything your children can possibly recover through probate of his estate. Good luck.

1 Answer | Asked in Estate Planning and Elder Law for Oklahoma on
Q: Oklahoma trust question; my stepmother created revocable trust in 2006 - she passed in February, 2017 ....

... successor trustee, an attorney, immediately took over trust - we found stepmothers daughter liquidated all properties and assets of stepmother while she was alive and put it into trust - trustee did not notify any of the 4 current beneficiaries from our side of the family (we are easily found)... View More

Richard Winblad
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Richard Winblad
answered on Feb 13, 2018

You should visit with an attorney who does trust litigation. It is likely that you are entitled to see all of the documents. If you know who prepared the trust, you might ask the attorney for a copy.

"You never really know someone until you share an inheritance with them." Mark Twain

1 Answer | Asked in Estate Planning and Foreclosure for Oklahoma on
Q: Is there any liability for heirs in Oklahoma for foreclosed home after death of parents?

My parents owned a home in Oklahoma and abandoned it to live in Texas with my sister. They died in Texas without a will.

Richard Winblad
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Richard Winblad
answered on Feb 6, 2018

Sorry for your loss.

You are not responsible for your parent's debts unless you cosigned. If there is a probate and there are assets, the creditors can only share in the proceeds from those assets. If there was a foreclosure in Oklahoma, in order for the creditor to have any claim...
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1 Answer | Asked in Estate Planning and Probate for Oklahoma on
Q: Do we need to go through probate if my mother didn't have a will?

My mother's loan place needs a paper showing who will be over her house now and my mother didn't fill out her will. Will we need to go through probate? We would be paying her loan for her and if we went through probate in Okmulgee County, would we have to move out of her house?

Richard Winblad
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Richard Winblad
answered on Jan 31, 2018

Sorry for your loss.

Probate is available even if you mother did not have a Will.

It sounds like your mother owned a home that had a mortgage on it. Unless you are a co-signer on the promissory note you are not responsible for paying it.

Assuming that your mother owned...
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1 Answer | Asked in Estate Planning, Elder Law and Probate for Oklahoma on
Q: Can my mom's boyfriend get her car and house from previous marriage if they are to get married before she dies?

She was on hospice when he made the decision to marry her.

Gary Johnston Dean
Gary Johnston Dean
answered on Jan 22, 2018

Yes, that is possible. A spouse is entitled to 1 vehicle of their deceased husband or wife, IF they want it, unless the title is held jointly with some other person. Sorry about your mom, hope she gets better, and that her new husband, IF they get married makes her life a bit better.

1 Answer | Asked in Probate and Estate Planning for Oklahoma on
Q: my sister is the executor of my fathers estate its been 2 yrs now 1st she said she was having issue with title due to my

descesed step mothers kids but know her name is solely on the title now her shes owner of the house and wont show us itemized letter she said shell live in the house till she passes and then the state is to take over i don't understand why and how that's possible she took all monies r any... View More

Gary Johnston Dean
Gary Johnston Dean
answered on Jan 22, 2018

You should IMMEDIATELY consult an experienced family law and/or probate attorney in the County where the Estate is being administered. Something is just not right here. Have you seen a copy of the will? A copy is filed in the Courthouse in the case file, and as an heir, you are entitled to a copy... View More

2 Answers | Asked in Estate Planning and Probate for Oklahoma on
Q: My mother passed in OKLAHOMA in 2012 And her husband in 2013. Do his children from another marriage have a claim?

My mother passed in OKLAHOMA in 2012 her husband who she was estranged from passed in 2013. They were married in 2008. Recently we discovered that she had stocks from 1969 that are worth a substantial amount. She had no will and we are starting the probate process. Will her husbands children from a... View More

Gary Johnston Dean
Gary Johnston Dean
answered on Jan 20, 2018

Yes, assuming he didn't leave a will.

Please visit my website www.garyjdean.com and Subscribe for updates on Oklahoma Law.

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1 Answer | Asked in Estate Planning and Probate for Oklahoma on
Q: My step mother & her children (not his, no adoption) are planning to sell my recently deceased fathers belongings.

I am his only child, but he signed over parental rights when I was 8, to keep from paying child's support, but came back into my life 14 years ago. I am now 47. Do I have any rights, and if so, do I need an attorney?

Gary Johnston Dean
Gary Johnston Dean
answered on Jan 12, 2018

You should hire a probate lawyer in the county where your father lived to help with this issue.

1 Answer | Asked in Estate Planning for Oklahoma on
Q: My mother passed with a will. There was a contract to sale her home (OK) prior to passing. Can we proceed w/o probat?

My sister and I are co executors. With 2 other siblings and 2 nieces (deceased brothers children) who are named in the will. Do all of us have to sign closing documents. All property she owns is less than $300,000, including life ins, savings, 2 homes, and personal property.

Richard Winblad
PREMIUM
Richard Winblad
answered on Jan 11, 2018

Sorry for your loss.

I assume that this is a sale of property being handled by a realtor or title company. They will typically require the party signing the deed to have the authority to do so. I doubt that signatures of all of the children would be sufficient since there. You will...
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1 Answer | Asked in Estate Planning and Real Estate Law for Oklahoma on
Q: Father willed real estate to his children. The widow doesn't want them to have it. She was left with 6 properties. 1

She resides in other's are to supplement her income. She claims joint tenancy. Can she keep us from receiving the property left to us?

Richard Winblad
PREMIUM
Richard Winblad
answered on Jan 9, 2018

Joint tenancy is not “claimed”. The titles to the properties needs to be examined as a starting point. You need to see an attorney.

1 Answer | Asked in Estate Planning and Foreclosure for Oklahoma on
Q: My father passed in 2011. I was left with real estate upside down. Now, it will not sell. What choices do I have as PR?

I have paid the mortgage payments, but cannot get monies to satisfy creditors? I have an attorney, but the updates are not affordable. He passed in Oklahoma with no will. What happens now if we go to foreclosure? Or what can I do to stay out of foreclosure? I do not know why my attorney did not pay... View More

Richard Winblad
PREMIUM
Richard Winblad
answered on Dec 31, 2017

I'm not sure that I understand your question. It sounds like the amount owed on the mortgage exceeds the value of the home. If this is the case there would be no proceeds from the sale to distribute to creditors or heirs. However, if you have made mortgage payments from your own funds and... View More

2 Answers | Asked in Estate Planning and Probate for Oklahoma on
Q: My grandmother died after her husband passed away he had 2 children still living However my grandmother had 2 sons

My father and his brother both deseaced

I was told that since there was no will that I would receive my father's share and his brothers kids would get his share and of course her husband's 2 kids would get there share is this true because they are trying to split the money... View More

Richard Winblad
PREMIUM
Richard Winblad
answered on Dec 19, 2017

Sorry for your losses.

If you grandmother did not have a Will and the property was subject to probate there are rules regarding inheritance. However, if the money was in an account with payable on death or a joint account, then the person on the account can choose whether or not to share...
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1 Answer | Asked in Estate Planning and Probate for Oklahoma on
Q: When my mother passed, she had some of her accounts TOD. I am executor. How do I handle them?
Richard Winblad
PREMIUM
Richard Winblad
answered on Dec 11, 2017

Sorry for your loss.

An executor of a Will or PR of an estate has no duties with regard to transfer on death accounts. There are two large exceptions, first if the estate is subject to federal estate tax which is at about $5.5 million; and second if the beneficiary of the TOD account...
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1 Answer | Asked in Probate and Estate Planning for Oklahoma on
Q: Father died without a will, his most recent spouse is not allowing his children to look through his belongings. Rights?
Richard Winblad
PREMIUM
Richard Winblad
answered on Dec 11, 2017

First of all sorry for your loss. This sounds like a horrible situation.

You didn't mention but I assume that his children are adults. There is limited information that they could discover regarding assets such as real estate by searching property records. Google "Kellpro Land...
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