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New York Probate Questions & Answers
4 Answers | Asked in Real Estate Law, Estate Planning and Probate for New York on
Q: Real Estate issue

Hi I’m reaching out for advice because I don’t know what to do. I’m currently living in a brownstone with my daughter in NYC where I was born, raised, and lived the majority of my life. It is my grandmothers brownstone who also grew up here. My grandmother, who I love with all my heart,... Read more »

Elaine Shay
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Elaine Shay
answered on May 30, 2023

If your aunts inherited the property, they would generally have the right to sell the property. However, the sale of the property does not result in your immediate eviction. Instead, as a tenant or an occupant in possession of the property for more than 30 days, the owners of the property would... Read more »

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2 Answers | Asked in Estate Planning, Family Law, International Law and Probate for New York on
Q: Is a Heir Search required in NYC if we as the stepchildren are named in the will of our stepfather who came from Poland?

My stepfather came from Poland at ten years old with only one brother and parents (all deceased). He was with my mom for forty years and never mentioned Polish relatives as he was here since a child. He named me and my siblings in his will specifically. I am named executor of his estate in NYC. The... Read more »

Michael David Siegel
Michael David Siegel
answered on May 12, 2023

Even if there is a will, the next of kin must be cited, as the next of kin is a necessary party. Here, you do not know the next of kin, as it will likely be a cousin. Thus, the court is right. However, you can do your own search. Call the Polish consulate in NYC, and see if there are records... Read more »

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2 Answers | Asked in Estate Planning, Family Law, International Law and Probate for New York on
Q: Is a Heir Search required in NYC if we as the stepchildren are named in the will of our stepfather who came from Poland?

My stepfather came from Poland at ten years old with only one brother and parents (all deceased). He was with my mom for forty years and never mentioned Polish relatives as he was here since a child. He named me and my siblings in his will specifically. I am named executor of his estate in NYC. The... Read more »

Bonnie Lawston
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Bonnie Lawston
answered on May 12, 2023

If the decedent has no children or spouse the Court requires an affidavit of Heirship. Sometimes the attorney draftsman will take information directly from the testator now the decedent and he can provide a supporting affidavit. Your attorney should submit an affidavit of Heirship if someone can... Read more »

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1 Answer | Asked in Probate for New York on
Q: Hello, my question is in regards to the petition for probate of a will in Nassau county

I am doing this Pro Se .Do I need to include all possible heirs on question #6 (distributees) even though they will not be getting anything on this will?

Bonnie Lawston
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Bonnie Lawston
answered on May 5, 2023

Yes, all necessary heirs per EPTL must be listed. They must submit a Waiver or you will be required to serve them with a Citation that will summons them to Court on the return within the required time depending on their residency and where you serve them. Once service of the citation is complete... Read more »

3 Answers | Asked in Family Law and Probate for New York on
Q: 97 yo aunt - no kids, sibblings, no will. 19 nieces/nephews -16 had no relationship with her. Can they be excluded?

There are 19 nieces/nephews - 16 of then live oversears and/or had no role/interest in caring for our aunt or her health. Many of then are well off financially and dont need this money. Only 3 of us took care of her for 25 years. Can the 3 of us prevent them from benefiting from the Estate of... Read more »

Gary Krim
Gary Krim
answered on Apr 24, 2023

If your aunt has no Will and wants to make one, it is up to her to decide how where her estate should go, free of any undue influence which might jeopardize the validity of the Will. This assumes she is competent to make a Will. If she is not competent to make Will, or has already passed, then all... Read more »

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2 Answers | Asked in Estate Planning, Real Estate Law, Elder Law and Probate for New York on
Q: What needs to be done when there's a life estate on a property, the life tenant dies & owes $ to a rehab nursing center?

Hello,

My father died in early January of this year. He held a Life Estate on his home and my sister is listed as the remainderman on the deed. We filed the death certificate with the Town of Riverhead.

My father owes a large sum of money to the rehab nursing center he was in when... Read more »

Carl Nelson
Carl Nelson
answered on Mar 28, 2023

It depends whether the nursing center had a judgment against your father before he died. If so, a judgment entered in the same county as the property would form a lien on the property which would survive a change in ownership (such as that occurred upon his death). Since your sister would be the... Read more »

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1 Answer | Asked in Estate Planning, Personal Injury, Medical Malpractice and Probate for New York on
Q: Help Please, Is it normal for trustee to force me to sign documents such like auto loan, mortgage loan and etc?

I had a medical malpractice settlement money when i was a minor. My mother didn't tell me about my settlement money until i found out by a family member at 30-year-old. From what i understand is that my mother created a trust bank account when i was a minor and she is a trustee of that... Read more »

Jonathan R. Ratchik
Jonathan R. Ratchik
answered on Mar 22, 2023

If you had a medical malpractice lawsuit as a minor, the Court would have had to approve any settlement and would have issued an Infant Compromise Order. The Infant Compromise Order would have directed the settlement proceeds to be deposited in a bank account held jointly by an officer of the bank... Read more »

2 Answers | Asked in Estate Planning, Elder Law and Probate for New York on
Q: Lawyer has been informed by Medical Examiner of death, yet refuses to release Will - can he do this?

He says he needs “formal notice” - ME won’t release body without proof I’m executor (ie, the Will) so I cannot get a death cert or anything. I’m stuck as I need the Will to get the death cert, make arrangements, get access to apt., etc.. Can the lawyer be made to release the Will to me??... Read more »

Benjamin Z. Katz
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Benjamin Z. Katz
answered on Mar 10, 2023

Surrogate Court Procedure Act (SCPA) Sec. 1401 authorizes a proceeding to compel anyone who has custody of the original Will to produce it. If you are a spouse, parent, child, or sibling of the deceased, you are eligible to receive a copy of the death certificate if one has been issued. You would... Read more »

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3 Answers | Asked in Foreclosure and Probate for New York on
Q: Good evening is it possible to have a deed for a house with 2 people but one gets a secured loan. Now the kids are liabl

My mom took out a loan without my dads consent m. They are both deceased and we are liable

Carl Nelson
Carl Nelson
answered on Feb 25, 2023

If you did not sign a note, you would not be personally liable. However, if the note is secured by a mortgage, the ownership interest of whoever executed the mortgage would be encumbered by the mortgage lien.

Based on the facts you indicated, your mother’s share would be subject to the...
Read more »

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1 Answer | Asked in Estate Planning, Civil Litigation and Probate for New York on
Q: Hi I'm a bene of trust set up in 2016.Under disability.can I petition Surrogate CourtNY,pro se, to remove disability?

Under disability w/ad litem appointed, can I petition to be heard by judge, conference, or written statement, if my disability is minor (ADD) and I disagree with ad litem's actions and coercive requests for waiver liability. Spendthrift trust, cash poor,no homeowners insurance(!?!#), failure... Read more »

Jonathan R. Ratchik
Jonathan R. Ratchik
answered on Feb 17, 2023

Can you petition Surrogate's Court to terminate your guardianship? Yes. Under New York's Mental Hygiene Law § 81.35, the incapacitated person can commence a proceeding to remove his or her guardian. Will you be successful on your own? Unlikely. You'd be better off retaining... Read more »

1 Answer | Asked in Estate Planning and Probate for New York on
Q: NY State probate question

A will in NY state gives the homestead to one heir and the contents to another. During the probate process, who is legally responsible for paying bills associated with the property?

Elaine Shay
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Elaine Shay
answered on Jan 28, 2023

The expenses of the estate are paid from Estate assets. The expenses associated with the property before it is transferred to the beneficiary are generally the Estate's responsiblity and not those of an individual beneficiary. The language of the Will may provide more guidance.

1 Answer | Asked in Probate and Real Estate Law for New York on
Q: If the deceased lived in New York and the estate in Puerto Rico, which court executor should file a probate petition?

The deceased was originally from New York. Only assets in the estate are a condo in the Puerto Rico is mentioned in the last will and testament. In which court should a probate be held? In which Surrogates court should a probate be held? Which city? County in New York or in local court Puerto Rico?

Benjamin Z. Katz
PREMIUM
Benjamin Z. Katz
answered on Jan 8, 2023

Estate proceedings are brought in state and county of decedent’s residence. If there is a Will, it is brought as a probate proceeding. If there is no Will, it is an administration proceeding. Once the court appoints a fiduciary for the estate in New York, an additional (ancillary) proceeding can... Read more »

3 Answers | Asked in Real Estate Law and Probate for New York on
Q: In 2010 my mother took out a $200K Home Equity Line of Credit on her home in New Jersey to give me a mortgage to

purchase an investment property in New york. There was a signed mortgage note for the loan. The note states the loan is subject to the laws of New York. In 2014 my sister learned of the loan and coerced mom to requesting repayment. The building was sold and mom accepted $100K, had the attorney... Read more »

Steven Warren Smollens
Steven Warren Smollens
answered on Jan 8, 2023

There must be a paper trail your new attorney may follow. You sold the property you purchased with your mother's loan of investment money. The title was transferred from you to the buyer. Checks were issued to you and to your mother. Your attorney prepared a closing statement. The title... Read more »

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3 Answers | Asked in Real Estate Law and Probate for New York on
Q: In 2010 my mother took out a $200K Home Equity Line of Credit on her home in New Jersey to give me a mortgage to

purchase an investment property in New york. There was a signed mortgage note for the loan. The note states the loan is subject to the laws of New York. In 2014 my sister learned of the loan and coerced mom to requesting repayment. The building was sold and mom accepted $100K, had the attorney... Read more »

Michael David Siegel
Michael David Siegel
answered on Jan 8, 2023

Your sister very much has a claim. Given a lawyer was involved, this was very sloppy all around. An interest in real estate can only be altered with a writing. You have none. The mortgage remains of record.

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2 Answers | Asked in Estate Planning, Real Estate Law and Probate for New York on
Q: Are my sister & her husband obligated to share the proceeds of the sale of my late mother's home in New York State?

My elderly mother sold her house in 2019 to move a few miles so she'd be closer to my sister. My brother in law (a CPA) put the proceeds from the sale (>$100K) in a bank account in my nephew's name to hide the $ from the govt in case Mom went into a nursing home. He then bought a house... Read more »

Carl Nelson
Carl Nelson
answered on Jan 4, 2023

In the absence of some agreement regarding the proceeds of the sale of your mother's house, I generally agree with attorney Siegel. Based upon the fact pattern you described, your brother's house is your brother's house and your mother having lived there does not make it hers nor... Read more »

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1 Answer | Asked in Estate Planning and Probate for New York on
Q: My best friend just died and didn't leave a will. He was estranged from daughter who he didn't want to have his things.

His daughter has already taking things from his house and said because they didn't talk for 5 years or more she said she is taking all his things to sell or bring to Florida. This includes his motorcycle he was leaving for his grandson. How do I stop this from happening

Nina Whitehurst
PREMIUM
Nina Whitehurst
answered on Jan 3, 2023

That is a real bummer, but when someone dies without a will, then state law determines who inherits. If your friend died unmarried but with one or more living children, typically the children inherit. Even though the daughter might not be strictly following the proper legal process, chances are... Read more »

1 Answer | Asked in Estate Planning and Probate for New York on
Q: Can a Medicaid recipient, whose brother dies, stipulate with a probate proponent to withdraw their objections?

My friend is a nursing home resident who has been receiving Medicaid to help pay for her care. Her brother passed away and his home health aide (HHA) has filed a purported will in a NY Surrogates Court. Its signing was not supervised by an attorney, no self-proving affidavit was completed, one of... Read more »

Benjamin Z. Katz
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Benjamin Z. Katz
answered on Dec 11, 2022

Let me understand what you are asking. Your friend's brother passed away leaving, what may possibly be an invalid or fraudulent Will. It was submitted to the court by his health aide who, I assume, was named the Executor. Your friend objected to the aide's appointment. You want to now... Read more »

1 Answer | Asked in Estate Planning and Probate for New York on
Q: Good morning I am looking for a small estate affidavit form and notarized document How can I get it and get help.

Can I get the form from your office?

Benjamin Z. Katz
PREMIUM
Benjamin Z. Katz
answered on Dec 10, 2022

If you want the forms, they are available to the public at:

http://ww2.nycourts.gov/forms/surrogates/smallestate.shtml

You can find a notary fairly easily if you want to do it all yourself. Otherwise, many attorneys who practice in the area of probate and administration can prepare...
Read more »

2 Answers | Asked in Appeals / Appellate Law, Estate Planning and Probate for New York on
Q: Need ONLINE case studies RE: violation of NYS Public Policy regarding Beneficiary rights. time sensitive (appeal)

This info. needed asap.

Tim Akpinar
Tim Akpinar
answered on Dec 10, 2022

I should have been more specific - this appears to involve Estate and Probate Law rather than general appellate law. You could repost under Probate and Estate Planning. Good luck

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2 Answers | Asked in Appeals / Appellate Law, Estate Planning and Probate for New York on
Q: Need ONLINE case studies RE: violation of NYS Public Policy regarding Beneficiary rights. time sensitive (appeal)

This info. needed asap.

Tim Akpinar
Tim Akpinar
answered on Dec 10, 2022

It could be difficult for attorneys to suggest general case law relevant to your given situation based on the brief description here. You could await a response, but given the short timelines for appeals, you could also consider reaching out to attorneys who practice in the area(s) of law involving... Read more »

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