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Oklahoma Estate Planning Questions & Answers
1 Answer | Asked in Estate Planning for Oklahoma on
Q: Upon my death, does my home transfer to my second wife under community property law or can I will it to my sons?

Probably a fairly common situation: My first wife and I bought a home together. The home was payed off before she passed away. After she passed, I remarried. However, I never added my second wife to the title of the home. While my second wife and my community property funds did not pay to... View More

Richard Winblad
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Richard Winblad
answered on Nov 21, 2017

I will summarize your question as follows:

What rights does your new wife, have to your home after your death if it was paid for before the marriage?

The answer is a bit complex. The first question is how is the home currently titled. This can make a difference as to whether a...
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1 Answer | Asked in Banking, Civil Litigation, Estate Planning and Family Law for Oklahoma on
Q: my uncle just got married yesterday, my father and uncle share banks accounts how will this affect my father and family

my father and uncle have a shared bank account, my uncle just bought a new house from his new wife's ex-husband, how will this new marriage affect my father's shared assets and how might my uncle's mortgage effect my father and how might my uncle's new marriage effect my... View More

Jason Perkins
Jason Perkins
answered on Nov 10, 2017

There are quite a few unanswered questions here. I would recommend siting down with an attorney to answer a lot of the intricacies that this question could entail. Essentially though the new wife would only be entitled to an equitable division of the assets that the uncle owns. If the uncle owns... View More

1 Answer | Asked in Estate Planning for Oklahoma on
Q: What if someone lists their son as a legal heir to my mother and they are not. No adoption or anything. I'm her only kid

My stepdad done this so I would have to split my inherent with his son.

Peter N. Munsing
Peter N. Munsing
answered on Oct 31, 2017

If an estate is opened you can contest that unless she specified the stepchild in her will in which case it's one of the heirs.

Suggest you contact an estate attorney for the county where it is. At least get a consultation but first get a copy of whatever has been filed in court.

1 Answer | Asked in Estate Planning and Real Estate Law for Oklahoma on
Q: My brother was the trustee of our trust and dissolved it in 2013. But now us beneficiaries got a summons on the house

He dissolved the trust saying it was broke and had no funds. Are the rest of us responsible for the loan on that house and the taxes owed? He is the only one who benefited from any of the funds or property our grandmother left. We did not have any way of knowing what he was up to.

Richard Winblad
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Richard Winblad
answered on Oct 16, 2017

You have a two part question:

1. Unless you signed a note, you are not personally liable for the debt. Still the mortgage holder can foreclose on the property.

2. You are also not personally liable for the taxes. But if the taxes are not paid the property will be sold at a...
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1 Answer | Asked in Estate Planning for Oklahoma on
Q: How long does a PR in Oklahoma have after final hearing for distribution and discharge is granted to distribute money?

There was no will so court order lists heirs and amounts.

Richard Winblad
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Richard Winblad
answered on Oct 16, 2017

Based upon your question and the details provided therein, there should be no need for a delay assuming that the personal representative has possession of the property and cash. If there is an unexplained delay, you should ask the PR or the attorney representing the estate. If you do not get... View More

1 Answer | Asked in Estate Planning and Probate for Oklahoma on
Q: Does an Executor in a Will that was completed in Oklahoma by people living in Ok HAVE to live in Ok to probate the Will?

Elderly parents live in Oklahoma and Executor (son) of the Will lives in Alabama. The question is: Does an Executor in a Will that was completed/signed/notarized in Oklahoma by people living in Oklahoma HAVE to live in Oklahoma to probate the Will? If they do not is it REQUIRED to retain a lawyer... View More

Richard Winblad
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Richard Winblad
answered on Oct 11, 2017

First of all sorry for your loss.

Question 1: Does a Will have be probated in Oklahoma if the person died there?

Answer: If the person who died has property in Oklahoma that is subject to probate, then it will need to be probated in Oklahoma. For example, if the person died...
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1 Answer | Asked in Estate Planning and Probate for Oklahoma on
Q: My grandpa just passed away but there was a piece of land (lot) in his father's name, who passed away in 1960.

Will my grandmother be responsible for paying for this property now, even though it was not in my grandpa's name nor her name?

Richard Winblad
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Richard Winblad
answered on Oct 5, 2017

Sorry to hear about your loss.

I'm not sure what you mean by "paying for the property". I will assume for this discussion that you are talking about property taxes and that the property in in Oklahoma.

If the taxes on the lot are not paid, the property could be...
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1 Answer | Asked in Consumer Law and Estate Planning for Oklahoma on
Q: Can you use a payable-on-death to transfer vehicle?

Can you use a payable-on-death to transfer vehicle in Oklahoma? How is this done and is there a specific document you use?

Richard Winblad
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Richard Winblad
answered on Oct 3, 2017

Oklahoma has a transfer on death form for vehicles. It is available online. Contact an attorney if you need assistance.

1 Answer | Asked in Estate Planning and Real Estate Law for Oklahoma on
Q: Changing Joint Tenancy Warranty Deed after passing of last right to survivorship.

I understand there are two methods for terminating a joint tenancy in Oklahoma. First, the surviving joint tenant(s) can petition the district court for an order terminating joint tenancy. Second, the surviving joint tenant(s) can file an affidavit in the county land records. If I use the Second... View More

Richard Winblad
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Richard Winblad
answered on Oct 3, 2017

This is a fairly simple affidavit, most county clerks (not court clerks) will have the form. If not contact an attorney who can prepare one for you for about $150.

1 Answer | Asked in Estate Planning for Oklahoma on
Q: can a spouse of a beneficiary be a witness on a will in oklahoma?

my daughter is the beneficiary and her husband is the potential witness.

Richard Winblad
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Richard Winblad
answered on Oct 3, 2017

I would not have a person related to a beneficiary of will be a witness. Title 84 Section 143 - Bequest to Subscribing Witness Void

Cite as: O.S. §, __ __

All beneficial devises, legacies or gifts whatever, made or given in any will to a subscribing witness thereto, are void...
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1 Answer | Asked in Estate Planning and Probate for Oklahoma on
Q: I am a personal representative of my mothers estate she passed away in 11/15/15 it was not supposed to last this long

Her estate is valued at 840000.00 dollars and there is some heirs that keep objecting on anything and everything the judge has ruled in my favor and they still object it's going on two years now how do I get paid is it by the year or just one fee total

Richard Winblad
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Richard Winblad
answered on Oct 3, 2017

Sorry for your headaches.

Unfortunately, you are entitle to one fee

Title 58 Oklahoma Statutes Section 527 says:

A. When no compensation is provided by the will, or the executor renounces all claim thereto, he must be allowed commissions upon the amount of the whole estate...
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1 Answer | Asked in Estate Planning for Oklahoma on
Q: How much money can a mother save for her children before she needs guardian/conservatorship?

Is it $10,000?

Richard Winblad
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Richard Winblad
answered on Oct 3, 2017

Sorry, your question really doesn't make sense.

A guardianship is a proceeding where the court appoints a guardian over an incompetent person (the ward) or the ward's property or both. A millionaire or a pauper may have a guardian.

A conservatorship is a similar...
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1 Answer | Asked in Gov & Administrative Law and Estate Planning for Oklahoma on
Q: how can I find which branch of state court has jurisdiction over power of attorney (Oklahoma)
Gary Johnston Dean
Gary Johnston Dean
answered on Aug 25, 2017

No Oklahoma court has "Jurisdiction" unless some type of case is filed regarding it.

You may want to clarify your question to state what you're trying to accomplish.

Please visit my website at https://GaryJDean.com, and Subscribe on Home Page, to get law updates. Thanks

1 Answer | Asked in Estate Planning for Oklahoma on
Q: i am in oklahoma and need to know if the spouse of the beneficiary can be one of the witnesses
Richard Winblad
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Richard Winblad
answered on Aug 23, 2017

143 - Bequest to Subscribing Witness Void

All beneficial devises, legacies or gifts whatever, made or given in any will to a subscribing witness thereto, are void unless there are two other competent subscribing witnesses to the same; but a mere charge on the estate of the testator for the...
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1 Answer | Asked in Estate Planning and Probate for Oklahoma on
Q: My brother has been given a life estate on our childhood home. Is there a legal way for him to obtain full ownership?

The will was never filed so do probate laws apply? If all of dad's heirs and my brothers heirs waived rights, could ee get this changed?

Richard Winblad
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Richard Winblad
answered on Aug 23, 2017

If the life estate was created by a Will, then yes probate laws apply. Once the probate is completed each of the other legatees or heirs could issue your brother a quit claim deed that would make him full owner. But this might be a bad idea if he is receiving govt assistance such as Medicaid.... View More

1 Answer | Asked in Estate Planning and Probate for Oklahoma on
Q: How can I get my deceased husband's mineral interest changed over into my name, I hired an probate attorney in Texas an

Need copy of deceased husband's estate probate documents . Probate in Texas and the mineral land interest is in Oklahoma, so I'm needing copy of the documents that have been filed of record on cotton county in order to transfer his o retest into my name. Does this mean I'm needing... View More

Richard Winblad
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Richard Winblad
answered on Aug 23, 2017

If there has been an estate in Oklahoma, you would need to look at the order. Assuming it was properly done, it should discuss how property is to be distributed, even if the specific piece of property is not listed. Cotton county should be able to send to an exemplified copy of the decree (not... View More

1 Answer | Asked in Estate Planning and Probate for Oklahoma on
Q: Do mineral rights in OKLA go to blood heirs ONLY? If yes, where is that law/statute? Can 2nd wife's kids inherit them?

My grandparents willed their Oklahoma mineral rights to my dad. He died intestate so my sister and I completed proof of heirship. His 2nd wife received half of the rights and dad's 3 children split the other half (1/3 each). 2nd wife just died. Do her kids (not my dad's biological kids)... View More

Richard Winblad
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Richard Winblad
answered on Aug 23, 2017

Here is the intestacy statute:

http://www.oscn.net/applications/oscn/DeliverDocument.asp?CiteID=73029 f

In particular pay attention to 84 Oklahoma Statues Section 213(B)(1)(d)(2)

d. if there are surviving issue, one or more of whom are not also issue of the surviving spouse:...
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1 Answer | Asked in Estate Planning for Oklahoma on
Q: My grandmother had a trust, and in the trust it states that after she passes all of her farm land will be split between

Her two children. One of her child (my father) has passed on before her. So in the trust it states, that it would then move on to the next available bloodline, there's me, and my two sisters. If my father stated in his will that any of the land he was to inherit goes to his wife, my mother,... View More

Richard Winblad
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Richard Winblad
answered on Aug 23, 2017

Sorry for your losses.

The Trust would need to be examined to understand its provisions. If it had a "Power of Appointment" granted to your father, it may have allowed him to designate the beneficiaries. Without having a copy of the Trust all of this is guesswork.

1 Answer | Asked in Estate Planning for Oklahoma on
Q: My Dad's estate's in probate. Two of the heirs in will want to "amend" it to change distribution amounts. Is this legal?

The 2 heirs want the other 3 heirs to agree to change the will because they received a much smaller percentage of estate, as they were not close to the deceased. Can the will be changed? Would it be wiser to agree to give them a certain amount of money after probate is finalized?

Richard Winblad
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Richard Winblad
answered on Aug 23, 2017

Unless all parties agree there would be no method to change the provisions of the Will. Sharing after the distribution may trigger gift tax return considerations or other transfer consequences.

1 Answer | Asked in Estate Planning, Elder Law and Real Estate Law for Oklahoma on
Q: Prents moved to assisted living. Can the state seize their home for payment even if I am also on the title?

Oklahoma

Richard Winblad
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Richard Winblad
answered on Aug 23, 2017

Sorry your family is facing this issue.

If your parents are receiving Medicaid benefits there is a potential that the State may want to place a lien on the property. There are many factors to consider including timing of your name being added to the title and who contributed funds....
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