Archived
If we put some of my mother's accounts in her children's names a few years before she died, is that money part of her estate?
Paul's answer
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Answered on February 17, 2014
Accounts that are in the children's names are not part of the estate for purposes of the small estate affidavit that you are referring to. However,...
What is the proper way for a Personal Representative to transfer real estate to the appropriate heir from a probate in Arizona?
Paul's answer
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Answered on February 13, 2014
Get a probate attorney and/or a title company to help you do this. They will help you (1) get a certified copy of the Order regarding the real...
Will 50-50 split. Why name me in the Will, everything is listed on an inventory sheet, but sister is beneficiary of investments?
Paul's answer
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Answered on February 08, 2014
If I understand correctly, the "Will" says that you and your sister are to split everthing 50/50. However, your sister is the designated...
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Archived
Is a beneficiary permitted by law to see the Trustee's books before one year or must they wait one year?
Paul's answer
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Answered on February 08, 2014
The trustee is required by Arizona statute to provide an inventory upon assuming the position of trustee. He has not done that. The trustee, as you...
Archived
My dads home is in a living trust; him, brother & self co-trustees. We are also his med & fin POAs created in 1990.
Paul's answer
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Answered on February 08, 2014
Take the power of attorney documents and the trust document to a probate lawyer. I suspect that you need to remove the father as a cotrustee. This...
Archived
My father died less then a month ago in Mississippi, He had assets when he went into the marriage he is married to a stepmom of
Paul's answer
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Answered on February 05, 2014
The other prior two answers are correct. If he was a resident of Mississippi, then you need to contact a probate attorney there. Don't sign...
Archived
Had joint bank account with mother and later Power of Attorney. Can I be held liable for expenditures from the joint account?
Paul's answer
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Answered on February 04, 2014
Under current Arizona law, if you were an agent under a power of attorney, you had a fiduciary duty. This means that you were responsible to act...
Firearms inheritance by felon
Paul's answer
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Answered on February 02, 2014
The previous attorney had the right answer. The personal representative can simply sell the firearms and get the proceeds. Or the wife can disclaim...
Archived
My husband recently passed away. He has a credit card balance for over $1200. Am I responsible for paying this?
Paul's answer
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Answered on February 01, 2014
This is a complicated question. But for $1200, it's probably best to simply pay it off. Because Arizona is a community property state, it is...
Archived
Can a ex-con be a executor to an estate and be bonded?
Paul's answer
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Answered on January 26, 2014
As far as I know, there is no rule per se against someone with a felony record serving as PR. However, they would never be able to be bonded. Are...
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