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Virginia Estate Planning Questions & Answers
1 Answer | Asked in Estate Planning and Real Estate Law for Virginia on
Q: In Virginia if someone has a life estate, are they responsible for the maintenance and upkeep of the property
Richard Sternberg
Richard Sternberg
answered on May 15, 2018

Waste is always prohibited. The definition of waste is much more complicated, but it puts a floor under the duty to maintain the property.

1 Answer | Asked in Estate Planning and Probate for Virginia on
Q: This is an Intestate Succession Question concerning adult child with no spouse or children passing away Jan 2018.

My Half-Sister passed away Jan 2018. My Mother had her before me, was divorced and the Father obtained custody. From what I understand my Mother did not have a relationship with her and I never met her. Since my Sister had no spouse or children, nor did she have a will, I understand the parents... View More

Richard Sternberg
Richard Sternberg
answered on May 6, 2018

Interstate succession in Birginia is as follows:

all to the surviving spouse, unless there are children (or their descendants) of someone other than the surviving spouse in which case, one-third goes to the surviving spouse and the remaining two-thirds is divided among all children....
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1 Answer | Asked in Estate Planning and Probate for Virginia on
Q: My daddy recently passed away in Arizona. I currently live in Virginia. Do I need a probate lawyer in Arizona or Va

My daddy had lived in Arizona for a few years and his will is missing but I know he has one bc he is a retired firefighter

Richard Sternberg
Richard Sternberg
answered on May 5, 2018

The probate needs to be filed in the county where your father resided at the time of death. If he was merely visiting, that doesn’t count. If he changed his residence to Arizona, by, for example, buying a house, signing a lease for a term, changing his drivers license, or other indicia of... View More

1 Answer | Asked in Contracts, Estate Planning, Libel & Slander and Probate for Virginia on
Q: My mother died and left my only sibling, a "deed of trust" which reduced me to 1/3 of estate. How can I contest this?

My sister has negatively interfered with my relationships with my mother and father for years. She lives in the same town as they do (did, in my mother's case), and I live 7,000 miles away. I traveled to Virginia to be with my mother last December during her last days on Earth in a hospice.... View More

Richard Sternberg
Richard Sternberg
answered on May 4, 2018

It certainly sounds like you need a lawyer. What I don't read in your story is a question. Let me infer that you are asking how to find a good estate litigator. I suggest you visit Avvo.com. Navigate to Find a Lawyer. Type in the county where your mother resided at time of death. Type in... View More

1 Answer | Asked in Estate Planning and Real Estate Law for Virginia on
Q: Mother passed away with no will. She was still married but legally separated. Should the house go to children or husband

Estate paperwork shows house given to children, courthouse put deed in husbands name.

Richard Sternberg
Richard Sternberg
answered on Apr 18, 2018

"[Virginia] Code § 64.2-200. Course of descents generally; right of Commonwealth if no other heir.

"A. The real estate of any decedent not effectively disposed of by will descends and passes by intestate succession in the following course:

"1. To the surviving spouse...
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1 Answer | Asked in Probate and Estate Planning for Virginia on
Q: My will names my spouse as beneficiary but we have since been divorced. Will a judge award her the property if I die?

My will states "If my spouse survives me, I give my remaining tangible property to my spouse". We have since been divorced. Will she still be the beneficiary or will it pass to my kids?

Richard Sternberg
Richard Sternberg
answered on Apr 14, 2018

While I believe there is a presumption that a will favoring a spouse is invalidated by a divorce, and, if your actual will says "my spouse", rather than including her name, then the grant probably fails anyway. You have no spouse. But, it is foolish to rely on that. After a divorce, you... View More

1 Answer | Asked in Estate Planning, Elder Law and Probate for Virginia on
Q: My Aunt recently passed, no will. She was single, no children. How would her estate be separated?

My mother is her sister. Their brother is deceased.

Steve Miyares
Steve Miyares
answered on Apr 6, 2018

Under section 64.2-200 of the code of Virginia, her estate would pass to her surving parents. If there are sosurving parents, then her estate would be divided among her siblings and their descendants. You shouldconsult with an estate planning attorney for a more detailed analysis of your... View More

1 Answer | Asked in Estate Planning and Probate for Virginia on
Q: My mother had a living trust and i have been trustee since her incapacity in 2014 and I am the sole heir.

she passed away in October 2017 and a tract of property was never titled in the trust, although her will says at death any residual property becomes part of the living trust. When I filed her will the estate is in probate but my estate attorney says I need to transfer the property from me as... View More

Richard Sternberg
Richard Sternberg
answered on Mar 14, 2018

A Will is not self-effectuating. The Will is "accepted into Probate" before it becomes effective. So, for the Will to be acted upon, a personal representative (executor) needs to be appointed, and that executor does as the Will commands. Thus, the property did not become a part of the... View More

1 Answer | Asked in Estate Planning and Probate for Virginia on
Q: My sister usurped my authority of Executor of my mother's estate. She refuses to give me any receipts. What should I do?

1.How to stop someone from using decedents estate monies excluding the Executor's permission.

2.Do the Executor need to bring an injunction? How?

3.Generally, what does it cost? Could the cost be taken from the estate by the Executor?

4.Can the person claiming, without... View More

Richard Sternberg
Richard Sternberg
answered on Mar 2, 2018

If you are the Executor, you are blatantly incompetent and need to be removed or get advice on how to do your job better. Why is the estate's money in an account that anyone other than the court-appointed executor can access? Is it still in the decedent's name, and the bank hasn't... View More

1 Answer | Asked in Estate Planning, Family Law and Real Estate Law for Virginia on
Q: my boyfriends mother became incapacitated after a fall a year ago. After the fall the half sister changed the mothers

residents to her own name. The home was in the mothers name before her incident. The son and daughter could not agree where the mother should live. The daughter wanted to bring her to Hawaii and be the sole Guardian and the Power of Attorney. The son wanted the mother to stay in her own home as she... View More

Richard Sternberg
Richard Sternberg
answered on Feb 25, 2018

It doesn’t sound like a Medicaid issue, so I am guessing it is a normal conservatorship. Have you talked with the guardian ad litem appointed for your mother-in-Law?

This cannot be conducted by open forum. Your husband needs a consult with a lawyer.

1 Answer | Asked in Criminal Law, Estate Planning, Family Law and Real Estate Law for Virginia on
Q: my boyfriends mother became incapacitated after a fall a year ago. After the fall the half sister changed the mothers

residents to her own name. The home was in the mothers name before her incident. The son and daughter could not agree where the mother should live. The daughter wanted to bring her to Hawaii and be the sole Guardian and the Power of Attorney. The son wanted the mother to stay in her own home as... View More

Richard Sternberg
Richard Sternberg
answered on Feb 22, 2018

More information is needed. Are you talking about a home owned by the mother, a lease, or a public assistance housing rental? What do the relevant documents say? Does the mother own anything, and, if so, has the Commonwealth taken her assets via the courts in parens patria or was it taken because... View More

1 Answer | Asked in Estate Planning for Virginia on
Q: Will bank release detailed bank records to administrator of an estate?

My mom and I had a joint savings account and I had closed it prior to my mom’s passing. The account was established in 2005 and had right of survivorship. There was nothing to probate but my brother had himself appointed as administrator and wants access to her bank statements. I’ve paid all... View More

Matthew Lane Kreitzer
Matthew Lane Kreitzer
answered on Feb 12, 2018

There are several situations in which the administrator can compel the production of bank records. There is insufficient information to determine the purpose of doing so, and whether it is allowed under the law. If you are concerned about this process, you should speak with a lawyer to discuss in... View More

1 Answer | Asked in Family Law, Adoption and Estate Planning for Virginia on
Q: Is a child who has been adopted by her mother's new husband, entitled to her biological father's assets if he has died?

The biological father was not present for the petition to adopt the child. He could not be located, and he was not allowed to see the child for personal and back child support payment before the adoption. He passed away recently. All he had was a motorcycle and a few personal pocessions. We,... View More

Michael Christopher Miller
Michael Christopher Miller
answered on Feb 9, 2018

The adoption should have terminated the parental relationship between the child and bio parent.

If there is no will, then property distribution goes by law. There would be no child due to the adoption of the deceased parent to receive property.

If the deceased parent made a will,...
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1 Answer | Asked in Contracts, Estate Planning and Real Estate Law for Virginia on
Q: Both parents passed 2017 reverse mortgage, 100,000 and counting insurance didn't pay for funeral are we liable?

My sister signed paper for funeral for insurance to go to them does that mean she has to pay for the Funeral? We were told if we don't either sell house or pay for mortgage then it falls to us and if we give it to bank it goes on our credit, it's a nonrecourse loan how is that true

Richard Sternberg
Richard Sternberg
answered on Feb 5, 2018

You questions, as phrased, are too confusing for me to get an accurate picture of your situation. I don't know what you signed that would get you liable for your parents' reverse mortgage, but, under Virginia law, the house passes to you in intestacy if you are the proper heirs. As such,... View More

1 Answer | Asked in Estate Planning and Insurance Bad Faith for Virginia on
Q: My father passed away in May 2017 and my two brothers and I inherited his home. The insurance policy is in dads name but

house is in my name and my brothers' names. We've been paying the homeowners insurance policy premium. How long is the insurance policy good for? Does it need to be in our names in case something happens?

Matthew Lane Kreitzer
Matthew Lane Kreitzer
answered on Jan 25, 2018

Depending on the value of the home, whether there was a mortgage on the home, and how the home was transferred there is a strong probability that additional steps must be taken to manage the home and not have any adverse consequences down the line. You should schedule a meeting with a Probate... View More

1 Answer | Asked in Real Estate Law, Estate Planning and Probate for Virginia on
Q: My Father left me property in his will. The property has been recorded in my name with the city that it is located in.

How can I obtain a deed? The executor seems to think I do not need one.

Richard Sternberg
Richard Sternberg
answered on Jan 25, 2018

In Virginia, the annotation of change of title to land that is inherited is taken from the probate records. The executor is correct. To be sure, wait a couple weeks and order a title search on the property. Your name should appear on the top of it.

1 Answer | Asked in Estate Planning and Probate for Virginia on
Q: my aunt died intestate with no spouse nor children. I have a half brother that lives in another state. Is he entitle?

We have the same father who is the brother of my aunt who died intestate. He grew up in a different state with his mother who was not married to my father. My father was married to my mother. He died before my aunt. The succession will be niece and nephew. He is a half nephew. What is his... View More

Richard Sternberg
Richard Sternberg
answered on Jan 24, 2018

I really need a real interview to capture the full family tree to determine whether either of you is an heir of the estate. But, if both you and your half-brother are related through the same father who has predeceased but was closest heir, you both have equal positions in title. Where he lived or... View More

1 Answer | Asked in Estate Planning and Probate for Virginia on
Q: Want to sell house but mentally ill wife wont sign POA.She's been living with sister 7 mnths, uncertain of her return

Want to relocate to Pittsburgh to be closer to our daughter and also gain access to better mental health services for my wife. She is so mentally altered that her sister and brother, both are low intellect and controlling, are manipulating her to stay with them. They are also adviser her to get a... View More

Michael Christopher Miller
Michael Christopher Miller
answered on Jan 23, 2018

A power of attorney allows a principal to designate specified powers or authority to an agent. However, the principal must be legally competent when creating the power of attorney. If your wife is sufficiently mentally ill that she is no longer competent, then she cannot create a power of attorney.... View More

1 Answer | Asked in Estate Planning, Real Estate Law and Land Use & Zoning for Virginia on
Q: Heir property that was given by non-family member that did not own rights to the land how can you have them removed

Great-grandfather's second wife added her kids to the heir list of his land when he left the land to his biological children not to her. None of his kids have her permission to do so. But this occurred in a small town where everybody knows everybody and they really don't check anything... View More

Richard Sternberg
Richard Sternberg
answered on Jan 21, 2018

I’ve handled a bunch of three, and they are fun cases, but that’s from the lawyers’ perspective. First, there is no such thing as “heir property.” The term is a byproduct of the Jim Criw South and a pun on the word “air” indicating that title is “in the air. Correcting it is a... View More

1 Answer | Asked in Estate Planning and Probate for Virginia on
Q: My sister is executor of my moms will and refuses to divulge who the attorney is that is handling my moms estate.

How do I find out who the attorney is that is handling my moms estate?

Richard Sternberg
Richard Sternberg
answered on Jan 9, 2018

Call the probate clerk and ask or, in some counties, go on line and look it up. If Counsel has entered an appearance, there will be a Praecipe with counsel’s contact information. However, in the same Internet world that brings you Justia, there are now partial appearances, where lawyers advise... View More

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