Post your concern.
If you are married - you can do a joint living trust. Typical well drafted Trust keeps character of property same if not commingled.
I don't understand what your tax filing has to do with the question though, nor most of my colleagues i imagine.
Get your Trust drafted by recommended/experienced estate planning attorney - not one of those self-help websites is my recommendation.
Prepare a "Trust Transfer Deed" and "Preliminary Change of Ownership Report" to transfer to revocable living trust - check recorder's site - I typically give check "not to exceed $75" payable to recorder with assessor parcel number (in dark ink!) and leave amoutn blank
If you are not hand-recording, I send fedex for tracking
make sure you have the assessor parcel number on correctly and legal and name of Trust/Trustee.
You really should have a lawyer or qualified service prepare - too...
Sorry for your loss.
I am confused - did mean that you received a copy that was missing pages .. and you originally were with your father when he signed?
If you did - call the attorney who sent (Dad's niece ... the nominated Executor??).
Call immediately - if you don't get a complete copy and are satisfied, then immediately hire a local attorney where probate is being held.
This does not create an attorney/client relationship. This does not constitue legal advice. It is limited to...
Sorry for your loss.
How did she "clean him out"? Transfer of assets during life, joint accounts? what?
You are describing "income tax" on stock sold - not "estate taxes". Does not sould like the statute of limitations expired for gain on stock sale during his life - so sister does need to pay the tax interest et al.
What do you mean he has a lot of stock that has nto re-regestered??? Is that the only stock she did not have transferred to her.
What was his condition when he...
Term does not make any sense.
This is a first - time for me - after 25+ years of probate practice - never heard of that terminology.
Everyone is a "One Time Beneficiary" of a Decedent, by definition.
Recommend contacting the law firm filing for clarification. Not clear from your post if there was a Will or not. Your Notice likely had a copy of the Petition with it. If it did not, call law firm that filed and ask for a copy. Its either Petition for Probate of Will and Letters...
Farmers and Merchants Trust Company of Long Beach, and Trust Company (accept smaller accounts - around $500K possible, most others often prefer $1 Million - corporate trustees that is)
City National Bank -
All have been great for me / my peers
It sounds unfortunate that you and your siblings apparently did not object to this brother's/now administrator's petiiton to be appointed administrator of the estate. You and your brothers could have submitted their own petition/nomination.
Being "stuck" with this brother for now, you should immediatly contact the administrator's/brother's attorney (for estate). Should be on court record. Ask for what you want.
Secondary beneficiary of insurance - you need to get ahold of the insurance...
My best wishes for you and your friend.
Correct - if no money to be re-paid, then you will not be re-paid.
If you cannot repay your 401K with other income, you will have to pay taxes on the amount withdrawn.
This does not create an attorney/client relationship. This does not constitue legal advice. It is limited to facts of the question. You should consult an attorney in the appropriate state involved before making any decisions based on this answer
In CA -
Will is Witnessed (2 Minimum disinterested adults)
Trust is Notarized
Have these documents prepared by estate planning attorney in your area, not self-help type service
Check Avvo for local attorney
Need to know what "the document" was.
When you use the words "automatically become the property of son and wife" - sounds very much like "joint tenancy" was the form of title. If so, "joint tenancy" can be broken up by a joint tenant transferring his/her interest in a valid, properly drafted/executed/recorded Deed.
Alternatively - was there a written agreement of some sort?
Please add detail to this question - and seek local legal counsel on this matter. Didn't she ask this...