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2 Answers | Asked in Family Law and Probate for California on
Q: What method does a former conservatee use to consent to a final accounting and waive the accounting?

I have not found any judicial forms for this and there are no local forms in Riversidse County. Also what citataion can I use as the Autority?

Thanks!

James L. Arrasmith
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answered on Jun 19, 2024

In California, there is no specific Judicial Council form for a former conservatee to consent to a final accounting and waive the accounting. However, the former conservatee can provide their consent and waiver in writing, such as through a signed declaration or affidavit.

The authority for...
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2 Answers | Asked in Family Law and Probate for California on
Q: What method does a former conservatee use to consent to a final accounting and waive the accounting?

I have not found any judicial forms for this and there are no local forms in Riversidse County. Also what citataion can I use as the Autority?

Thanks!

Eliza Jasinska
Eliza Jasinska
answered on Jun 19, 2024

In legal proceedings involving conservatorships, the process for a former conservatee to consent to a final accounting and waive the accounting typically involves the following steps:

Preparation of Final Accounting: The conservator prepares the final accounting document, which details all...
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1 Answer | Asked in Tax Law and Probate for California on
Q: Estate earns rental income from my deceased dad's house; question on capturing that correctly on 1041 and Schedule E.

I'm executor of my dad's will and his only child and beneficiary. He willed his house to me and we refurbished it and rented it out at the end of 2023. There is a small amount of income from that rental that accrues to the estate, therefore. Doing the 2023 1041 form and Schedule E for... View More

James L. Arrasmith
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answered on Jun 19, 2024

Based on the information provided, it seems that for estate tax purposes, you should use the date of your father's death as the acquisition date of the property and the stepped-up fair market value (FMV) as the new cost basis for depreciation.

Here's the rationale:

1. When...
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1 Answer | Asked in Probate for Texas on
Q: Can my brother hide any kind of inheritance from me from our recently passed father? No will or power of attorney

He told me there was nothing, and now I’m told there is some money at least in his bank account, It sounded like he was gonna have to get an attorney to access the account, he hasn’t told me anything and I haven’t asked….im wondering if I need to do something or if maybe an attorney and... View More

John Michael Frick
John Michael Frick
answered on Jun 19, 2024

If you do nothing, how will a court or attorney even know anything about it?

As an heir at law of your father, you have the right to file an application to probate your deceased father's estate. Even without a will, for a relatively simple and straightforward estate, probate is cheap,...
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4 Answers | Asked in Estate Planning and Probate for Texas on
Q: How do I make sure my wife gets everything if I die? I want no claims for previous kids

I live in Texas

Gratia "Grace" P. Schoemakers
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answered on Jun 19, 2024

Making a Will or a trust with your wife as only person to inherit would be a good start. Then like my colleague say, ensuring that your beneficiary designations are up to date, as well as any POD designations on accounts, and if applicable transfer on death designations on your home and... View More

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4 Answers | Asked in Estate Planning and Probate for Texas on
Q: How do I make sure my wife gets everything if I die? I want no claims for previous kids

I live in Texas

Ronald Lee Baranski Jr
Ronald Lee Baranski Jr
answered on Jun 18, 2024

The easiest way to make sure everything goes to your wife is to provide for her in a Will that complies with all formalities required in TX. Generally, you need two witnessed that are in your presence when you sign your Will declaring to them its your Will and you are requesting them to witness you... View More

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4 Answers | Asked in Estate Planning and Probate for Texas on
Q: How do I make sure my wife gets everything if I die? I want no claims for previous kids

I live in Texas

Beth Ann Serafini-Smith
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Beth Ann Serafini-Smith
answered on Jun 18, 2024

In order for your assets to go to a specific person, you need a valid Texas Will to handle your probate assets, or you need to name that person as the beneficiary on the assets/accounts for non-probate assets.

Failure to do do either of those may give others a right to those assets, or...
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3 Answers | Asked in Probate for Rhode Island on
Q: If the court appoints your lawyer as the fiduciary can you still fire them
James L. Arrasmith
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answered on Jun 21, 2024

To answer this question accurately, we need to consider a few key points:

1. The role of a fiduciary: When a court appoints a lawyer as a fiduciary (such as an executor, administrator, or guardian), they are given specific legal responsibilities and powers.

2. Court appointment:...
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1 Answer | Asked in Probate for North Carolina on
Q: My homeless brother was found dead in OK. I live in NC. Since he had no assets is probate required? He has a bank acct

Ally bank says according to OK laws, probate is required but from what I've been told, it's not necessary here in NC. He had no fixed residence- his address on the death cert says "transient", which the bank has a copy of. Ally won't allow me to close out his account, even... View More

Nina Whitehurst
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answered on Jun 18, 2024

If the value of the account is less than $50,000 you should be able to collect it using a small estate affidavit. The bank might even have their own form for that. If they don't a probate attorney in Oklahoma can help you with that.

2 Answers | Asked in Estate Planning and Probate for California on
Q: Dad died-no will -one son-how can I get the house in my name.no access to split
Julie King
Julie King
answered on Jun 18, 2024

Unless the title to the home is in joint tenancy with your father and you as the joint tenants, there is no way to get the property without filing a Petition in Probate Court. The filing fees alone can be between $400-$500, depending on the county. This is why I tell everyone with real restate or... View More

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2 Answers | Asked in Estate Planning and Probate for California on
Q: Dad died-no will -one son-how can I get the house in my name.no access to split
James L. Arrasmith
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answered on Jun 19, 2024

I understand this is a difficult situation, and I'm sorry for your loss. Here are the key steps you'll likely need to take to get your father's house transferred to your name in California when there is no will:

1. File a Petition for Probate with the Superior Court in the...
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1 Answer | Asked in Estate Planning and Probate for Texas on
Q: My mother died in Tx and her executrix, my sister, lives in Ca. I live in Tx. How do we change me to the executor?

Mother's only property is checking and savings account in California and a checking account in Texas. My sister and I are a co-owners of the California account and I'm the principal owner of the Texas account. Total value is under $70,000.

Ronald Lee Baranski Jr
Ronald Lee Baranski Jr
answered on Jun 18, 2024

I notice you refer to your sister as executrix. Is this based on the writing of the Will or did you go through probate? A Will has no legal effect until it has been deemed to comply with all the laws of the state, typically by going through probate. If your sister was appointed by a probate court... View More

2 Answers | Asked in Real Estate Law, Civil Litigation and Probate for Colorado on
Q: Can I ask the attorney what questions they will ask me at a deposition prior to the meeting?

I have a deposition approaching can I ask which questions will be asked ahead of time?

Michael Joseph Larranaga
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answered on Jun 19, 2024

It depends. If it is a true oral disposition then anything is fair game. Your attorney may object but you are still required to answer the question. Objections are typically resolved after the fact.

That being said, there are very limited instances where your attorney may stop the...
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2 Answers | Asked in Estate Planning and Probate for California on
Q: Over $80 million dollars is being embezzled by my cousins & the City Probate.

Land Man Attorney needed. Regarding Probate Real Estate Embezzlement of over $80 ML and counting of my deceased father's Probate Oil Companies in Oklahoma. Real Estate in New York, and in Michigan has been stolen with written WILL. And Los Angeles Real Estate in California. My father Roy... View More

Anthony M. Avery
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answered on Jun 17, 2024

It sounds like you need to contact an OK attorney for a Will Contest in Oklahoma, if that is where the Probate proceedings are. Will Contests are very hard to win if the execution was correct, so you need witnesses and other proof. There may be other separate quiet title actions for the... View More

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2 Answers | Asked in Estate Planning and Probate for California on
Q: Over $80 million dollars is being embezzled by my cousins & the City Probate.

Land Man Attorney needed. Regarding Probate Real Estate Embezzlement of over $80 ML and counting of my deceased father's Probate Oil Companies in Oklahoma. Real Estate in New York, and in Michigan has been stolen with written WILL. And Los Angeles Real Estate in California. My father Roy... View More

James L. Arrasmith
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answered on Jun 17, 2024

I'm so sorry to hear about the alleged embezzlement and theft from your father's estate. That sounds like an extremely distressing and complicated legal situation.

Given the high dollar amounts and complex probate issues spanning multiple states, my strongest recommendation would...
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1 Answer | Asked in Probate for Texas on
Q: How can someone sign a warranty deed after divorce 2015/2016 and 2022 getting half of the sale from the house?

His second ex wife signed a warranty deed.

The house was in my ex husbands name only, but yet when the house was sold one piece of paper was signed as married couple even though he was divorced from his second wife

He signed the papers in may 2022 and June he was deceased... View More

John Michael Frick
John Michael Frick
answered on Jun 17, 2024

Your question is a bit confusing. There is no prohibition on someone signing a warranty deed after a divorce. After a divorce, either ex-spouse is free to sign a warranty deed conveying real property awarded to that ex-spouse in the divorce or conveying real property bought or inherited by that... View More

2 Answers | Asked in Estate Planning, Real Estate Law and Probate for California on
Q: HOW can a dead primary trustee complete a GRANT deed to transfer a house to successor trustee with NO consideration?

all of the online grant deed forms say 'for valuable consideration.' should I cross that out and put 'for no consideration, as this transfer is an inheritance?'

DOES the affidavit of death of trustee allow the successor trustee to sign the grant deed AS DECLARANT in... View More

James L. Arrasmith
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answered on Jun 16, 2024

Here are a few key points regarding transferring a house from a deceased primary trustee to a successor trustee in California:

1. Consideration: You can cross out "for valuable consideration" and replace it with "for no consideration, as this transfer is pursuant to the terms...
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2 Answers | Asked in Estate Planning, Real Estate Law and Probate for California on
Q: HOW can a dead primary trustee complete a GRANT deed to transfer a house to successor trustee with NO consideration?

all of the online grant deed forms say 'for valuable consideration.' should I cross that out and put 'for no consideration, as this transfer is an inheritance?'

DOES the affidavit of death of trustee allow the successor trustee to sign the grant deed AS DECLARANT in... View More

Julie King
Julie King
answered on Jun 16, 2024

When a property owner (or the Trustee of a Trust that holds title to real estate) passes away, documents need to be filed with both the County Assessor and the County Recorder of the county in which the real estate is located. Be mindful that some counties have local rules that must be followed so... View More

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1 Answer | Asked in Family Law, Estate Planning and Probate for California on
Q: My sister and I disagree on the interpretation of the will I say my father says one thing and she says no he says anothe

The wheel stays if I can test it I get nothing I'm not contesting the will I'm just trying to make her give me what I believe the will says

James L. Arrasmith
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answered on Jun 14, 2024

I understand that you and your sister have different interpretations of your father's will, which is causing a disagreement. Dealing with a loved one's estate can be emotionally challenging, and it's not uncommon for family members to have conflicting views on how to interpret the... View More

2 Answers | Asked in Probate and Estate Planning for California on
Q: I am the executor of a family trust. I want to sell the property. What is the California Probate Law on executor rights?

Family members are occupants of the property and I need to give them notice. What is the law for giving beneficiaries notice of intent to sell property.

James Clifton
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James Clifton
answered on Jun 13, 2024

As the executor or personal representative, you have the authority to sell the property to pay off the estate’s debts as long as the deceased individual did not give the real estate to a beneficiary and as long as you were granted the power of sale. The court may require an order approving the... View More

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