answered on May 26, 2023
As a recently appointed administrator of an estate, you are required to provide 1) a notice to heirs and legatees of rights in independent administration (if it is indeed independent administration) 2) claims notice published in the newspaper 3) notice to known creditors mailed directly to them.... Read more »
What do I need to file (mothers death certificate?) in order to clear the house for future sale or for adding another family member to the deed? I have kept the taxes paid and up to date and currently residing in the house.
answered on Feb 20, 2023
In cases where the most recent deed in the chain of title reflects title held by co-owners "as joint tenants" and one of the co-owners passes away, the next step would be to
(1) complete a Surviving Tenant Affidavit a/k/a Deceased Joint Tenant Affidavit (example form:... Read more »
Trying to fill out an Executors Deed. I have one executor but about 6 heirs/grantees. Do I just list each heir and their percentage and say individually? For example: John Doe (20%) individually, John Doe Jr. (20%) individually, etc. Should percentages not be included?
answered on Jan 23, 2023
An Executor's Deed or Administrator's Deed is generally utilized when the Representative is "selling" real estate to a third party.
On the other hand, when a representative is merely releasing the estate's interest in the property and confirming title in the heirs... Read more »
Can I claim this house. If so how? The property has been vacant over a year. Deed still in aunt's name and someone recently paid taxes.
answered on Jan 5, 2023
An attorney or title company will need to perform a title search/examination to confirm ownership of the property, but assuming your aunt was indeed the sole owner as a result of the quitclaim deed, then title to the property would now be with her lawful heirs (subject to timely creditor claims and... Read more »
Can I claim this house. If so how? The property has been vacant over a year. Deed still in aunt's name and someone recently paid taxes.
answered on Jan 5, 2023
There is no such thing as "claiming" the house. If property is owned by someone who dies, then that property can be transferred by small estate affidavit if the amount is small and there is no real estate. Here, you are dealing with real estate, so the small estate affidavit is not an... Read more »
There is a guardian (co-guardians in this case), a will, and a trust. The ward dies, the will has no written instructions for disposition of remains. Who is the 1st person legally responsible for making decisions about the disposition?
The guardian, the guardian who also is executive... Read more »
answered on Nov 16, 2022
Powers of attorney and guardianships end at death. The only person with any legal authority is the executor of the will, who will have letters of office. That person has to see to it that bills are paid, including the funeral, cremation, etc.
answered on Sep 14, 2022
Tax laws and ERISA Qualification laws come to mind. Banking Statutes also cover Trust Regulation. Securities Law may often be indirectly determinative. There are probably many others. Obviously Anti-Trust Statutes. State Laws control most disputes, but Trusts often involve several possible... Read more »
Deceased has a will & trust, but there is no beneficiary designated in IRA (rollover and Roth). Deceased does have a spouse.
Couple questions:
1.) Who gets the payout?
2.) If it goes to estate, can the payout be directed to trust? Please note the Will has a... Read more »
answered on Jul 9, 2022
Typically the default beneficiary, when one isn't designated, is the estate of the decedent. This means that you will probably have to go through probate.
1) Confirm this with the financial institution what documents they will require to access the funds;
2) Contact your... Read more »
Deceased has a will & trust, but there is no beneficiary designated in IRA (rollover and Roth). Deceased does have a spouse.
Couple questions:
1.) Who gets the payout?
2.) If it goes to estate, can the payout be directed to trust? Please note the Will has a... Read more »
answered on Jul 9, 2022
I’m so sorry to hear of your loss; I hope you’re hanging in there.
When someone has a trust, the purpose is to avoid probate. The way you avoid probate when you have a trust is to fund the trust by making sure the trust is listed as beneficiary (or owner) of assets. There are... Read more »
answered on Jul 7, 2022
I'm so sorry to hear of your mother's passing; I hope you're hanging in there.
Her estate may need to go through probate. Probate court proceedings are needed when 1) someone owns real estate or 2) other cumulative assets that don't name a joint owner or beneficiary... Read more »
We are fighting over the copy right. I have his dna but he never knew me he was my dad. He was madly in love with my mother. My uncle and my mother have stated after dna test that he is my father… he lived in California. San Jose. Also who would get his life insurance?
answered on May 8, 2022
This is actually a probate question, not a copyright question. You should consult a probate attorney in California.
Without a will or trust, the law of "intestate succession" governs who inherits. California is a "community property" state., so all the decedent's... Read more »
They are preventing me from filing an affadavit of heirship.
answered on Mar 16, 2022
Just to be clear, affidavits of heirship are filed in conjunction with a petition to open an estate. If your grandparents have filed such a petition, you can appear in that case and let the court know where you stand and provide the court with relevant facts. If no such petition has been filed,... Read more »
Will from 1983 & beneficiaries would agree to whomever the change would be. Party in question is incapacitated but home needs work before can sell for probate.
answered on Feb 14, 2022
The short answer to your question is "yes."
The longer answer is that the executor's duty is to "carry out the wishes of the decedent," acting in the utmost good faith to protect the interests of the beneficiaries, "exercising at the very least that degree of... Read more »
answered on Jan 17, 2022
A Ward has the opportunity to seek to restore himself or herself at any time. This request can be made to the Judge directly or to the Guardian ad Litem (if one was appointed). Though it's not required, it would aide the Judge in making a determination that your circumstances have changed so... Read more »
We are unsure if there is a will. How do we find out if there is one? My wife's sister is currently living in the house my mother in-law owned. There is life insurance policies, bank accounts and other assets. If there is no will and we are not on speaking terms with her sister, how do we go... Read more »
answered on Jan 14, 2022
John, I'm sorry to hear what you're all going through.
In Illinois, wills are required to be signed and witnessed by two people. If there is a will, all wills need to be filed in the county in which the Decedent resided within 30 days of death. If there is a valid will, and it... Read more »
She put him on the deed last year, can he transfer the car into his name? There are 3 siblings but we have all decided everything is his we do not want anything. The small estate affidavit states there can be no property. He can not even get the mlney out of her bank account to settle some of her... Read more »
answered on Jan 12, 2022
I'm so sorry to hear about your mom; I hope you're all hanging in there.
If the property was owned as joint tenants with right of survivorship, your brother is now the sole owner. A small estate affidavit can then be used to transfer other property, so long as it's cumulative... Read more »
My great grandmother had land in Puerto Rico and passed in the 1970s. She left deed to my grandma and her sister, her only children. Both passed within last ten years and we uncovered the deed to the land. What rightful claim is there to the land? We visited it and saw it was empty.
answered on Jan 11, 2022
This is a great question, but it should be asked of a lawyer licensed to practice in Puerto Rico. I strongly encourage you to do so.
leave. told a friend he was taking the house when she passes. can he?
answered on Aug 18, 2021
No, he can't unless your mother leaves it to him in a will or she transfers the property to him through a deed or other conveyance.
I received this check after I was named Executor of my father's estate by the probate court.
Then what happens after opening an account with the check? If my dad has no outstanding debt?
answered on Aug 4, 2021
You need to open a bank account for the estate. To do that, you will need a federal tax id number for the estate and the letters testamentary from the court appointing you as executor. After opening that bank account, you can deposit the check into the estate bank account.
he is beneficiary of her bank accounts apparently i found out there is allot of money and he isnt speaking of any of it should i get attorney i am named in the will as a beneficiary too
answered on Jun 28, 2021
Sorry for your loss, Amber. If you are sure that there is a will, and if you are sure that your cousin is the executor, you should ask the executor. These things do take time to work themselves out, so depending on "recently", it may still have a lot of time before it is all said and... Read more »
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