If I am executor of my dads will and he passed away why do I need a letter of testamentary? He doesn’t have a estate .. only lif
Bonnie's answer
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Answered on June 26, 2018
If the Financial institution that services the IRA tells you that you need LT, you need to file the original will, required documents and forms...
Archived
CAN I ASSUME THE POSITIONS OF EXECUTOR AND TRUSTEE AS STATED IN A WILL EVEN THOUGH THERE ARE WAIVERS OF CITATION & RENUNCIATION?
Bonnie's answer
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Answered on June 23, 2018
If you did not sign a Renunciation form then you have the right to request to serve as the nominated executor. However, the daughter may oppose...
Is my brother-in-law's will valid if he is referred to as the testatrix and her, even though he is a male?
Bonnie's answer
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Answered on June 23, 2018
Yes. The Will is valid if executed properly. The fact that the Will refers to him as a her does not make the Will invalid. If it is proven that...
Archived
How can i get my hands on a copy of a will that someone has sent to me and has got lost, he lived in new york state?
Bonnie's answer
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Answered on June 19, 2018
The Will would be filed in Surrogate court in the county where the testator died if probated. Anyone can obtain a copy of the filed Will. Or you...
If an heir is named on a deed to a house, does a will stating all property must be divided between three heirs supercede that?
Bonnie's answer
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Answered on June 16, 2018
There are some important facts missing. If her name is on the deed as a titled owner she is entitled to part or all of the property. The deed...
Who pays the lawyers fees for a co-executor of a will when it is being contested by the other co-executor and beneficiary?
Bonnie's answer
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Answered on June 15, 2018
The attorney fees for the fiduciaries (executors) are generally paid by the estate. Under some rare circumstances, your attorney may find case...
Archived
My father died without a will and I am the next of kin, what do I need to do to receive his assets?
Bonnie's answer
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Answered on June 12, 2018
YOu would have to file an estate administration proceeding or estate probate proceeding. You do not have to come to NY to do that. Our office...
Archived
How can I transfer a mortgage into my name?
Bonnie's answer
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Answered on June 09, 2018
If the deed is in your name you should contact a bank or mortgage broker to apply for a loan. They will either refinance or allow you to obtain a...
What is the law for the beneficiary designation for the bank accounts in NYC, if beneficiary is mentioned in last will?
Bonnie's answer
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Answered on June 08, 2018
Only the fiduciary of the estate can obtain that information.
Archived
Can a dead brother & sister be part of a estate settlement.
Bonnie's answer
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Answered on June 07, 2018
If you and your siblings are the next of kin, your sisters kids inherit her share. If your brother died before your uncle with no children then...
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