I agree with the other answers. Plus, are there other heirs affected by the "dishonesty" or who have interests similar to yours? Perhaps you all can jointly hire an attorney to assist you. Also your own attorney will help you prioritize the issues you should be dealing with and avoid your perhaps focusing attention of matters of lesser importance. this can very important in getting the judge to listen to you about important matters that materially effect the outcome relevant to you.
Is it actually 4 years since your last payment which I presume was made as part of the short sale? If so the statute of limitations may have run on the debt. However, if not the prior advice is excellent.
If they were the owner and seller of real estate in Cal, that is probably sufficient for jurisdiction. Get the summons issued and ask the clerk if you can send to a sheriff where the co is located for service. If your basis for the suit is non-disclosure of something that was known to the agents try going to the agent(s).
Since we have no royalty in the US, it appears this matter involves the law of another country. Do they have an Embassy or consulate here in the US? Perhaps they can help get you in touch with someone knowledgeable about the laws of that country. Or you may have to contact someone there or go there.
Good luck and be careful.
You need to make a deal that both feel is fair. Of course the value of the stock changes daily as does the value of the real estate, although more slowly. Unless the document specifies otherwise you two will have to decide on a date for value and then live with that decison. The suggestion to have the executor sell the stock, if both are residuary heirs, will split the tax impacts of the sale. However, all assets recived a step u in basis to FMV at death so perhaps the gain is smaller than you...
Because of the appeal, you will have a new trial of the issues. Just present your case as you did in small claims court. however, it is likely you will be asked to participate in mediation. Many arguments will be thrown at you, but the matter is simply one of non-payment.
Dont forget you have a duty to mitigate, i.e. find a new roommate.
Beneficiaries do not recive reimbursement they receive distributions. However, perhaps you are both a beneficiary and someone who provided services or paid costs of the estate. If you have a friendly relationsip with the executor ( we no longer use the term executrix in Ca due to P.C'ness) she can just write you a check. But if it is going to be a battle, file a creditors claim ASAP as suggested above.
I agree with the above, but your statement that the joint tenancy is only in the will concerns me that the will may not be carefully written and may not accomplish what is wanted. unclear if title holder already passed away?
I suggest you see an attorney.
All trustees must act fairly, prudently and put the beneficiaries' interests first. If there is a dispute over this matter among the family, perhaps the only thing to do would be to get the trustee's actions approved by the court. However, if all in the family agree that what she did is appropriate, an agreement among those most interested in the trust may suffice to avoid future problems.
Whether such an action has tax impacts would require more facts than provided here.
I agree with the...
yes, new financial privacy laws have made a property owner's life more difficult. But remember the bank is merely a payment agent, Consider this like the tenant's check bounced and call the tenant immediately or , if appropriate, serve a 3-day notice.