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Virginia Estate Planning Questions & Answers
1 Answer | Asked in Real Estate Law, Estate Planning and Probate for Virginia on
Q: I have a Half Brother that lives in Suffolk Va. We have the same Father but different Mothers His Mother only had him.

Well his Mother's Brother had 6 children. Both my brother's Mother and her Brother are decease. There is 25 acres. on the Affidavit of the Commonwealth of Virginia.. My Question to ask a Lawyer. If something was to happen to my brother. Does his half of the 25 acres go to his siblings or... View More

Sharon R. Moss
Sharon R. Moss
answered on Jan 8, 2018

The first question is, who owns the 25 acres right now? Your question is a little unclear because you don't say who currently has legal ownership and why you believe your brother owns 1/2 of the 25 acres. If your brother owns 1/2 of the 25 acres right now, does he have a Will specifying who... View More

1 Answer | Asked in Family Law and Estate Planning for Virginia on
Q: How do I get control of spouses financeswho I think has dementia? We been separated (not on paper & not legally) 14 mos

HE ISN'T MAKING HOUSE PMTS., PAYING BILLS ETC.. WE HAVE OVER $90,000 IN EQUITY. HE DRAWS RAILROAD DISABILITY & RETIREMENT. WE ALSO HAVE A 17 YEAR OLD DAUGHTER. HE HAS NO ONE ELSE TO CARE FOR HIM.

Matthew Lane Kreitzer
Matthew Lane Kreitzer
answered on Jan 7, 2018

Typically through a request for the appointment of a Guardian or Conservator. For more information, find an attorney who handles such matters.

1 Answer | Asked in Estate Planning for Virginia on
Q: Proceeds from my late Father's estate are being distributed. I was under the impression that creditors get paid first

and heirs are paid last?

Matthew Lane Kreitzer
Matthew Lane Kreitzer
answered on Dec 24, 2017

If the administrator is failing to pay creditors that have duly filed a proof of claim with the estate, then you may need to consult a lawyer to hlep you determine what steps need to be taken to protect the beneficiaries of the estate.

1 Answer | Asked in Divorce, Estate Planning and Real Estate Law for Virginia on
Q: Does my Aunt have to buy her dead husband's ex-wife out of the house he left to my Aunt?

Virginia - My Aunt's husband passed. She was his 2nd wife, and he left her everything in his will. When he divorced the 1st, he was awarded the home in the divorce after buying his ex-wife out. However, his lawyer never had her sign the quit claim deed. Will my Aunt have to buy the ex-wife out... View More

Richard Sternberg
Richard Sternberg
answered on Dec 4, 2017

If I understand your facts correctly, your aunt -- the second wife and sole testate heir of the decedent -- may need to reopen the divorce case or file a new case to quiet title. But, if the first wife refuses to effectuate the court order, she does not get to re-litigate title to the house. The... View More

1 Answer | Asked in Estate Planning for Virginia on
Q: wife dies w/o a will in Va, husband and wife on deed. Hus not her adult children father spouse living how house handled

Wife has children that do not belong to current spouse , they are adults. If she dies without will and she and her current husband on deed does house go to her surviving husband?

Kenneth V Zichi
Kenneth V Zichi
answered on Dec 1, 2017

This will depend on HOW the husband is 'on' the deed. Tenants in common? The kids will get a portion. Joint with full rights of surviorship or as tenants by the entireties (if the state where the property recognizes that form of ownership) then the surviving spouse takes the real estate.... View More

1 Answer | Asked in Estate Planning and Probate for Virginia on
Q: Deceased had will, Surviving spouse never enacted the Will & now remarried. Do surviving adult children have any rights?

My mother passed in 2013. She had a Will written, witnessed and notarized. Her husband never filed for probate or personally settled her Will. He remarried this year (2017). I know that she left personal and monetary things for myself, my brother and grandchildren. What exactly, I don't know.... View More

Sharon R. Moss
Sharon R. Moss
answered on Nov 15, 2017

Do you have a copy of the Will or do you know where you can get a copy? That would be the first step. Did you ever see the Will to know who the executor was? If you can't get a copy of the Will you can ask that the estate be probated as an intestate estate. As the children of your mother,... View More

1 Answer | Asked in Civil Litigation, Estate Planning and Family Law for Virginia on
Q: Can a Judge prevent an indiv. with POA from exercising their right in a civil court case, by postponing the case?

I travel b/c of my job I gave my daughter POA to act in my best interest when away. While away a service company did work in my home & damage my hardwood floors. When I rtned for R&R I contacted the business to inform them. They refuse to do repairs b/c I contacted them months after the... View More

F. Paul Maloof
F. Paul Maloof
answered on Nov 14, 2017

The Judge took the correct course of action. You daughter cannot appear for you in a court of law unless she is a licensed attorney with the Virginia State Bar. The Power of Attorney gives your daughter the right to handle many actions for you in your place, but appearing in court as your... View More

1 Answer | Asked in Estate Planning and Landlord - Tenant for Virginia on
Q: Eviction process in York County VA

A father had a living will/revocable trust. His house was in the trust. He (the grantor) passed away. He had allowed one adult son to live in the house rent-free for several years in exchange for taking care of the house. There was no formal/written agreement (i.e. no lease/rental agreement).... View More

F. Paul Maloof
F. Paul Maloof
answered on Nov 4, 2017

The answer to your question depends on the review of the Trust agreement and whether a Probate Estate was opened at the Circuit Court. You should consult with an attorney in York County.

1 Answer | Asked in Estate Planning and Probate for Virginia on
Q: Do we have to reopen my mother's estate?

My mother’s estate was closed in Virginia about a month or so ago; she died in October 2015. My brother, the executor of her estate, has been contacted by a company about an unclaimed asset in the amount of $37,200, stating that the asset remains dormant as of 9/15/17. None of us (her seven... View More

Richard Sternberg
Richard Sternberg
answered on Oct 29, 2017

The answer depends on what the asset is. If it is an asset with designated beneficiaries, like an insurance policy, a bank account, or a stock account often have, then it is a non-probate asset, and the probate estate is unaffected. If it was a personal asset of the decedent, you will probably need... View More

1 Answer | Asked in Consumer Law, Estate Planning, Family Law and Banking for Virginia on
Q: Question about a Will of a Deceased person and who the money goes to?

If the Will of a deceased person states that his wife gets everything, can the wife take the will to the bank and ask banker to give all the deceased persons money from his sole owner account?

Kenneth V Zichi
Kenneth V Zichi
answered on Oct 26, 2017

She can ask, but no bank that I know of would allow such a procedure for anything other than a VERY small account (or one that has a beneficiary named). Probate of some sort is usually necessary in such circumstances.

Consult with a local probate attorney as there are often...
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1 Answer | Asked in Estate Planning and Probate for Virginia on
Q: Grandmother left my dad 2/3 and me 1/3. My dad died intestate in Virginia before the estate was settled. What now?

My grandmother in Florida left my dad 2/3 and me 1/3 of her estate. My father died intestate in Virginia before my grandmothers estate was settled. Does his estate still receive the 2/3 or will that be split 1/3 to his second wife and 2/3 to me his daughter.

John Andrew Maghamez
John Andrew Maghamez
answered on Sep 21, 2017

You should contact a probate attorney to help you with this. I'd be happy to help. His estate will most likely receive the 2/3 depending on how far apart he died from your grandmother. Depending on if your dad was married, how many kids he had, and whether it was a first or second marriage... View More

1 Answer | Asked in Estate Planning for Virginia on
Q: My aunt's husband passed away in another state. His family has taken the truck and house. There is no will.

I went to retrieve the truck and the grandmother would not let me take it. The grandmother also changed the locks to the house. They do not have any rights to the property. What course of action should I take. We lived in Virginia, the house was in South Carolina, and he was prepping the house to... View More

John Andrew Maghamez
John Andrew Maghamez
answered on Sep 17, 2017

I can't really answer without knowing that states laws but when someone dies without a will they are said to have died intestate. At that point state law dictates in Virginia that everything they have goes to their spouse if it is the same person who they had all their kids with.

1 Answer | Asked in Estate Planning for Virginia on
Q: What Virginia code do I reference to place my home in a trust I already have, It use to be Section 58.1- 811 (A) (12)
John Andrew Maghamez
John Andrew Maghamez
answered on Sep 2, 2017

You should never try to draft such an important document by yourself. Please speak with an attorney. One word can mess everything up

2 Answers | Asked in Civil Litigation, Estate Planning and Family Law for Virginia on
Q: If my lawyer is in charge of my fathers estate that I paid can I take my stepmom to court for thing she sold before?

My stepmom took all my fathers thing house boats cars small boats there is an anunity account my daddy received for the wrongful death of my grandparents she I want that tonot sure my rights she won't provide all tiles or proof of sale of items

F. Paul Maloof
F. Paul Maloof
answered on Aug 31, 2017

If your father had a Last Will and Testament when he died, it will designate who of his heirs will receive his property at death. It may be that your step mother was your father's Will's sole beneficiary of all those items your described. An annuity account generally also names a... View More

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1 Answer | Asked in Estate Planning for Virginia on
Q: What are my rights to receive an amount reserved in an estate before death?

Instead of after death as planned.

John Andrew Maghamez
John Andrew Maghamez
answered on Aug 21, 2017

None.

1 Answer | Asked in Estate Planning for Virginia on
Q: My Mother recently died. My sister is executor of the estate. She is refusing to let the heirs even see the will.

She moved here a few months ago,to help care for Mom. She at some point ended up on Mom's bank accounts,etc. Then All of a sudden mom's broke. We all know my sister has abused her role as caregiver and now executor. Need to prove that she has stolen money,and also "gave away... View More

John Andrew Maghamez
John Andrew Maghamez
answered on Aug 12, 2017

You need an estate attorney which is something I handle. Would love to talk to you more about it. If your sister did in fact abuse her power of attorney then she could be liable.

2 Answers | Asked in Estate Planning and Real Estate Law for Virginia on
Q: My house isn't paid off yet, and I want to know can I put the house in children name. How long is the process?
John Andrew Maghamez
John Andrew Maghamez
answered on Aug 11, 2017

Yes you absolutely can you just need an attorney to draft a deed of gift for you. If you are no longer an owner your kids would likely then have to handle the mortgage

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1 Answer | Asked in Estate Planning for Virginia on
Q: I have a question concerning business affairs Power of Attorney and Executor of Will responsibilities.

My mother has named my sister as her Power of Attorney and Executor of her will. However they are currently feuding. If my mother replaces my sister as Executor, naming me or my brother in her place but leaving my sister as Power of Attorney. Does this mean that my sister would remain responsible... View More

John Andrew Maghamez
John Andrew Maghamez
answered on Aug 1, 2017

Yes, you answered your own question. The power of attorney is the most dangerous because they have unfettered access to all of her financials while she is alive. She may want to consider changing that as well.

1 Answer | Asked in Employment Law, Estate Planning, Traffic Tickets and Workers' Compensation for Virginia on
Q: What kinds of things typically come out during pretrial discovery in lawsuits?
Jerry Lutkenhaus
Jerry Lutkenhaus
answered on Jul 31, 2017

For Virginia Workers Compensation, discovery usually entails evidence about the accident and injury, video surveillance of the accident and your post-injury activities, company policies, safety violations, preexisting conditions, job search information if released to light duty, etc. Do NOT respond... View More

3 Answers | Asked in Estate Planning and Real Estate Law for Virginia on
Q: I inherited my parents house and land upon their death in 2013 and 2014. I am trying to obtain a mortgage to do some

home improvements. The Title company is saying that the Probate was filed incorrectly and the property is not titled in my name per their search. However, my name is listed on the property at the county Commissioner of Revenue and I pay property taxes (2 years). What other documentation do I... View More

Richard Sternberg
Richard Sternberg
answered on Jul 28, 2017

Obviously, if you can't close, there is a problem in the title. You need a title search and a probate attorney with experience in real estate and a license in Virginia. A CRESPA license to go with a Bar license would make the solution cheaper and easier. I'd guess it is an easy solution... View More

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