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Virginia Estate Planning Questions & Answers
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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2 Answers | Asked in Estate Planning and Probate for Virginia on
Q: Who pays utilities bills?I'm delayed for qualification of Executor due to Covid.Courts not open. I'm beneficiary of home

I am the executor. But I have to wait to be qualified. Courts have been closed since March. Everything is delayed due to Supreme Court ruling in Virginia. My parent passed in early May. Bills need to be payed. I am willing to pay from my own money to keep power, water etc going as I already lived... View More

Richard Sternberg
Richard Sternberg
answered on May 21, 2020

I'm not sure that you have any duties until the Court appoints you as Executor or Administrator, but it would seem to be in your interest to pay the bills to keep the utilities turned on. In many places, utility companies have either voluntarily or by state orders indicated that they will not... View More

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1 Answer | Asked in Estate Planning for Virginia on
Q: My mom willed my brother her home. He lives there. It houses antique items she wanted me to have and did vocalize to him

There are also items from my childhood and property I am interested to divide up such as china, old coins, etc. My brother is hostile , we do not speak to one another. Though his is girlfriend, I am told he is stating "off limits "to his home and contents. What recourse do I have? If he... View More

James H. Wilson Jr.
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James H. Wilson Jr.
answered on May 18, 2020

A will typically might contain specific bequests of personal property, or reference to a list that may or may not be binding on the executor, specific devises of real property, and a residuary clause, which transfers all the rest of the estate to particular beneficiaries. Your question does not... View More

1 Answer | Asked in Estate Planning for Virginia on
Q: Brother is exec of my mom’s will. He Submitted inventory for probate court in VA. He is On her joint savings account

The account was Her money, his name on it mainly to help her when she was ill. Account =$40,000. Will this money be included in the estate to be distributed to her children? Does he have ability to claim this as his own? Thank you.

James H. Wilson Jr.
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James H. Wilson Jr.
answered on May 16, 2020

There is no clear answer to your question without knowing additional facts.

Under Virginia Code Section 64.2-620, certain transfers upon death accounts are nontestamentary, meaning they are not part of the probate estate and pass outside the will. This includes payable on death (POD) bank...
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2 Answers | Asked in Estate Planning and Probate for Virginia on
Q: My wife just passed we were living apart for 5 years no formal separation agreement. She opened credit cards on her own

And was with freedom agency. Am I responsible for paying it ,no will, she did buy my son a truck in her name and the house is in both mine and her name

James D. Williams
James D. Williams
answered on May 9, 2020

Virginia would not consider you divorced unless you filed for divorce. From there, intestacy procedures and the terms of the contract for the credit cards would apply. In theory, you should be able to contact the credit card companies and close out the accounts if they are solely in your... View More

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1 Answer | Asked in Contracts, Estate Planning, Arbitration / Mediation Law and International Law for Virginia on
Q: How can I find out if I have been a victim of power of attorney fraud?

My late spouse was from another country and owned property there. I allowed my brother in law to be my P.O.A., to handle that business as I could not go to said country. I haven't heard anything from anyone in 2 years. I am in West Virginia and my in laws are in Texas.

Tim Akpinar
Tim Akpinar
answered on May 6, 2020

Of all the categories you chose, maybe the best one to start with could be to contact an estate planning/probate attorney. They could probably assess what kind of investigative/legal resources are needed. You could look up such attorneys here (Find-a-Lawyer, above), or through your own independent... View More

2 Answers | Asked in Estate Planning and Real Estate Law for Virginia on
Q: What is allotment of dower mean?

There's 233,000 Acrea of land owned by family name.The farm has been owned and manned by my family for over 100 years .(with whom I've never met and by blood I am related)Is there any rights I have to this farm?

Ross Cameron Hart
Ross Cameron Hart
answered on May 5, 2020

There is no way to tell from your question. You don't specify whether the land is located in Virginia or some other state - 233,000 acres is huge for Virginia; more likely in a western state. The laws of each state are different.

That said, you would need a title search to determine...
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2 Answers | Asked in Estate Planning, Land Use & Zoning and Real Estate Law for Virginia on
Q: As one remainderman of my moms life estate (my brother is the other) can I build a house on the property if all agree?

My grandparents left the house and 50 acres to my mom as owner of the life estate. My brother and I will inherit the house and 50 acres after her death to be split evenly (we have already agreed my brother gets the house + 20 acres and I get the remaining 30 acres). Am I able to build a house now... View More

Nina Whitehurst
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answered on May 2, 2020

If everyone agrees yes. But you do need to check building and zoning codes. You might be prevented from building a house without a legal subdivision. Or not. It is something to be verified.

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1 Answer | Asked in Estate Planning for Virginia on
Q: What roughly is the cost of setting up a simple Estate for a brother who recently died with no will?
James H. Wilson Jr.
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James H. Wilson Jr.
answered on Apr 18, 2020

A person may die testate, with a will, or intestate, without a will. Whether to probate an estate is an important threshold issue. In some instances, it is advantageous to probate an estate or will. In some other instances, it is not necessary, or the costs, inconvenience and liability outweigh... View More

1 Answer | Asked in Estate Planning for Virginia on
Q: TOD and broker division

My father in law used a broker to invest monies. He passed away 01/28/2020 when stocks were at their height. When the broker divided up the estate, stocks were down substantially and the amount received does not reflect TOD Cost Basis. Now there was an “unrealized loss” I don’t... View More

Nina Whitehurst
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answered on Apr 16, 2020

The stocks obtained a step up in basis when your father in law died. This is a good thing. Now if an heir chooses to sell a stock when it's down, the heir will be able to deduct the loss on his or her tax return.

1 Answer | Asked in Estate Planning for Virginia on
Q: Why would one make their family bank the power of attn. of their estate and family business

When my father died my mother gave the POA of her estate and family business instead of my brother who works at the business or me, her daughter. I do not work at the family business

James H. Wilson Jr.
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James H. Wilson Jr.
answered on Mar 31, 2020

Many banks have trust departments. Some folks pick banks as their trustee, guardian or attorney-in-fact because the trust departments have skilled, knowledgeable, full-time, professionals who understand their fiduciary duties and all the reporting requirements. Money, and money management, can... View More

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