Archived
My uncle received Letters of Administration in concerning an aunt's estate 12/2009. The house was sold 5/2011.
Robert's answer
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Answered on May 11, 2012
You have noted letters of administration which indicates there was no will. A first question is whether you are a beneficiary of her estate which...
Archived
Change of Ruling/Conservatorship of Person & Estate - change the conservator's
Robert's answer
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Answered on March 25, 2011
You might want to contact the San Mateo County Lawyer Referral Service at
650.369.4149 to schedule an interview. You can meet with an...
Archived
A DOT was notorized while the trustor was living, but recorded after the trustor's death? Title Co. refuses to insure. Valid?
Robert's answer
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Answered on February 17, 2011
The deed may be valid, but the problem is that the bank won't lend the money without title insurance. You could check with other title companies...
Archived
Maintaining proposition 13 tax base
Robert's answer
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Answered on February 10, 2011
I would add the following. You are looking for a reassessment exclusion under proposition 58. Generally, the transfer from mom to kids can be...
Archived
Trust Q? - trust that has an executor - executor has an attorney - it's been 1-1/2 years -- they want to re-file the 706 -
Robert's answer
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Answered on February 02, 2011
A 706 is an estate tax return. They are not re-filed to my knowledge, however, an amended estate tax return can be filed if additional assets are...
Archived
How do I add another person in my land title?
Robert's answer
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Answered on January 20, 2011
In addition to the responses already provided, I would add that the portion transferred to your sister will be subject to reassessment for property...
Archived
In CA, can the appraisal be waived if the only beneficiaries are the adult children?
Robert's answer
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Answered on December 03, 2010
If the home is the asset to be probated, and it apparently is, then yes the appraisal by the appointed probate referee is most likely required...
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