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Virginia Estate Planning Questions & Answers
1 Answer | Asked in Estate Planning for Virginia on
Q: What happens if someone refuses to give your your belongings after you ask them to do so?
James H. Wilson Jr.
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James H. Wilson Jr.
answered on Apr 10, 2021

In Virginia, a personal property owner can file a Warrant in Detinue in General District Court for the return of personal property or an award of its fair market value. The Warrant in Detinue is a fill-in-the-blanks form. In Circuit Court, a Complaint for Detinue would have to be drafted by the... View More

1 Answer | Asked in Estate Planning, Family Law and Real Estate Law for Virginia on
Q: Can you stay at the house of a relative if they don't want you to? Isn't that illegal?
Richard Sternberg
Richard Sternberg
answered on Mar 29, 2021

Maybe. I need more information. Is the person staying a spouse? Is it a dependent child? Even if there is no duty of support, criminal law only becomes involved if there is a crime, such as breaking and entering or trespass, so calling the tenancy illegal stretches the common meaning of illegality.... View More

1 Answer | Asked in Estate Planning for Virginia on
Q: I would like to get a Will but not include my husband. I live in Virginia. Thanks
James H. Wilson Jr.
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James H. Wilson Jr.
answered on Mar 20, 2021

A spouse is not required to make his or her spouse a beneficiary of a last will and testament; however, there are statutory rights for surviving spouses that limit the ability to completely disinherit a spouse in Virginia. A surviving spouse can effectively renounce a will and claim an elective... View More

1 Answer | Asked in Estate Planning and Probate for Virginia on
Q: Is it illegal for a non executor of a will to prevent an executor from doing his or her job?
Richard Sternberg
Richard Sternberg
answered on Feb 14, 2021

Every state in which I practice gives executors, administrators, and personal representatives powers to accomplish their objectives. If you don't know what those powers are or how to use them, you need to retain counsel. The estate can pay for that legal advice, so it isn't coming out of... View More

3 Answers | Asked in Estate Planning and Probate for Virginia on
Q: How does the law apply when someone dies and a executor is named, then one of the heirs dies before the estate is

settled, what happens with the deceased heirs portion of the estate?

Nina Whitehurst
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answered on Feb 10, 2021

Most likely the deceased heir’s share will become part of the deceased heir’s estate. However, the only way to know for certain is to review the first decedent’s will.

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1 Answer | Asked in Estate Planning and Tax Law for Virginia on
Q: Can beneficiaries of an estate get a tax write off for money that is given to charity or schools from a will?
Nina Whitehurst
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answered on Feb 9, 2021

If a beneficiary accepts his or her inheritance and then donates it to charity then the beneficiary gets the tax deduction. If the estate distributes money to charity because that’s what the decedent’s will specified then the estate gets the deduction.

1 Answer | Asked in Consumer Law, Estate Planning and Real Estate Law for Virginia on
Q: I have a check from my fathers IRA. He had passed away back in October. The company Meryl Lynch issued the check out to

So the check with the bank name that is now closed under my father and my name. it does state "F/B/O fathers name IRA and acct#****. but the bank won't even accept the check and create an estate account. This is the second check that was issued from them and they cant get it right.

Richard Sternberg
Richard Sternberg
answered on Jan 28, 2021

I don't know whether there is enough money involved to make it worthwhile, but I think a simple one-hour consult would straighten things out. It sounds to me like the brokerage hasn't explained that the funds are not part of the probate estate, so they don't belong in an estate... View More

1 Answer | Asked in Estate Planning, Tax Law and Elder Law for Virginia on
Q: My parents live with us and agreed to either pay on our remaining mortgage or pay us rent. What should they do?

This year my husband and I sold our house and bought another single-story house with the plan to move my parents in with us. My parents now live with us. They plan to sell their house that now sits empty. My parents have agreed to either give us money towards our remaining mortgage or pay us... View More

Karen L. Rowell
Karen L. Rowell
answered on Jan 27, 2021

A lump sum would definitely raise red flags as a gift and would have to be justified, documented and argued. Reasonable rent is easy to justify and document. It would be good to have a written lease and have them pay you rent, you can always apply it toward extra principal payments on your... View More

1 Answer | Asked in Estate Planning for Virginia on
Q: Co-executor in VA. One lives in Hong Kong & cannot travel due to covid and family. Can he sign rights to other co-ex?

We are co-trustees and co-executor. He is willing to provide any PoA required to avoid travel? We are siblings and have no disagreement and each are 50/50 benefactors.

Karen L. Rowell
Karen L. Rowell
answered on Jan 26, 2021

He should be able to sign a waiver of qualification form and allow you to qualify without him unless the Will specifies that something different happen under the circumstances that he is not able or willing to serve.

1 Answer | Asked in Estate Planning for Virginia on
Q: I withdrew money from the back of my friend who told me to do it if she died suddenly - the family wants the money back

She told me to withdraw the money if she died suddenly - her will was not complete - she gave me PIN number I did - she also told me to use credit card I did - family wants money back ? What do I do - I have a paper I wrote down and she initialed it before she died - she died suddenly without... View More

Nina Whitehurst
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answered on Jan 13, 2021

This is a really sad situation. Your friend did not engage in proper estate planning and you could end up being the victim of that. Most likely you are going to have to return the money. In situations like this you need to be able to produce SOMETHING in writing, signed by the decedent, that... View More

1 Answer | Asked in Estate Planning, Real Estate Law and Probate for Virginia on
Q: What happens if an executor steals money from an estate?
Richard Sternberg
Richard Sternberg
answered on Jan 10, 2021

The executor must file an inventory and an account. Anything that isn't accounted will come into question. If you suspect a greater problem, you should communicate with the estate's attorney or with the Commissioner of Accounts.

1 Answer | Asked in Contracts, Estate Planning and Probate for Virginia on
Q: In VA: can the deceased's lawfirm file a change of address for the deceased w/o notifying next of kin?
Ross Cameron Hart
Ross Cameron Hart
answered on Oct 4, 2020

It is impossible to answer a bare question such as you posted without any context - is the firm the executor of the estate or do they represent the executor? If so, then yes they can.

1 Answer | Asked in Estate Planning and Probate for Virginia on
Q: My father's will left me 36 acres of land. It was owed jointly with mom. She sold 5 acres of it without my knowledge?

Dad wanted me & my brother to be co-trustees. My mother redid the trust and named my brother & herself as co-trustees. They tried to keep Dad's will out of my hands. I finally got a copy from her lawyer. Seems fishy to me.

Richard Sternberg
Richard Sternberg
answered on Sep 27, 2020

If the land was held by entireties with his wife, and if he predeceased her, it wasn’t his to give in his will. The land passed outside of probate to the survivor. Nevertheless, there are confusing references to trusts, and trusts imply inter vivos grants prior to demise or special titling of... View More

1 Answer | Asked in Estate Planning, Real Estate Law and Probate for Virginia on
Q: Father passed away 10 years ago was married at the time of death but since she has remarried is she entitled to estate

My sister was the holder of the will. I was told she lost the will which we all knew how he wanted the estate to be left to his children. Since she lost the will the court suggested we do a estate transfer. If we do the estate transfer it not only will go to his children but the now ex wife since... View More

Richard Sternberg
Richard Sternberg
answered on Sep 25, 2020

The remarriage is irrelevant. The theft of the Will by the sister is a felony, but it must be proven. After all, storing the Will with one of the heirs or beneficiaries was just plain stupid. The widow is entitled to her intestate succession or her spousal share (often called dower) rights, which... View More

1 Answer | Asked in Estate Planning and Tax Law for Virginia on
Q: I am selling land that I inherited and I wanted to know if I will have to pay taxes on the money that I receive?

It's in Virginia.

Eric  Day
Eric Day
answered on Aug 25, 2020

You will have to pay taxes on the land that you sell if the value that you get for selling the property is larger than the value that you inherited the property at. When you inherit property, the estate tax takes care of the taxes due on the difference in value that the deceased individual holds... View More

1 Answer | Asked in Probate and Estate Planning for Virginia on
Q: My brother misled everyone about the will & the expensive jewelry pieces are "missing".

ROANOKE, VA NOT MASON, OH...My brother is the executer of my aunt's will that died Nov 2019. He's lied to all of us, supposedly the only 3 expensive pieces of jewelry are "missing" & he told the insurance inventory there wasn't any. He's a jerk to everyone, partly... View More

Richard Sternberg
Richard Sternberg
answered on Aug 5, 2020

This is the second time I've read this question, but I still don't have an answer you can DIY without a lot more interviewing and potential filing. You need a lawyer, and the lawyer may be able to petition for you to be executor because your brother declines to serve. If the estate is too... View More

1 Answer | Asked in Estate Planning and Family Law for Virginia on
Q: Mom passed and half sister is executor. She is keeping all records to herself. Does she have to disclose records to us?

Half sister's name was added to moms bank acct after dad passed, so she says the money is hers. Is this true even if the will states all assets are to be distributed evenly to all heirs? She says low bank balance, but I know otherwise. Are we able to view bank records? Shouldn't she have... View More

James D. Williams
James D. Williams
answered on Aug 4, 2020

This definitely is going to be something to discuss with an attorney who regularly works with probate.

The executor has control over personal property for the payment of debts, taxes, etc., but there is generally a fiduciary duty that the executor refrain from self-dealing. The executor...
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1 Answer | Asked in Real Estate Law, Estate Planning and Probate for Virginia on
Q: Fathers wife needs his children to sign papers for her to sell his house why would this be?

I have no clue of his will

He married her after he bought house but is trying to sell but cant because his children need to sign paperwork and I have no clue what this means I live in Fredericksburg va the house is in deptford nj

Anthony M. Avery
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answered on Jul 15, 2020

Not sure of your question. But it sounds like NJ Intestate Secession probably makes the Decedents' issue Heirs-At-Law along with the surviving spouse. And all Heirs are needed to convey.

1 Answer | Asked in Estate Planning and Probate for Virginia on
Q: My father passed away in 2016. My stepmom and step sister never called me. They stole his will. Can I challenge
F. Paul Maloof
F. Paul Maloof
answered on Jul 15, 2020

The challenge that you may make will depend on the status of your father's Estate, whether it is still in the probate court or was already closed by the probate court.

3 Answers | Asked in Tax Law, Estate Planning and Probate for Virginia on
Q: Mom passes intestate in Fairfax Co VA, how can I file her final tax returns after the POA ends?

All assets were liquidated into a POD account years ago, all current income taxes, funeral costs, and debts have already been paid. Only final taxes on bank interest, a modest Social Security income, final IRA distribution costs and the POD account will remain when Mom passes. Does the estate have... View More

Ross Cameron Hart
Ross Cameron Hart
answered on Jul 10, 2020

I'm sorry for your loss. You may not have to do very much as everything was POD. And that included 'probate'.

I suggest you consult an attorney - in Virginia - to advise you and reassure you of where you are. Elder Law attorneys are familiar with estate law and procedure -...
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