Archived
My 3 adult children received another chance to receive by Court Order their inheritance due to them. A waiver might be sent.
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Answered on December 10, 2011
I do not have enough information to answer this question fully. However, if your former husband died intestate, then the propert that constitutes...
Probate case was closed. But reopened by court order for afterfound property. Does this mean the whole case if reopened?
James's answer
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Answered on December 10, 2011
I am sorry that this case has been so difficult for you and your children. First, the loss of their father is sad enough...now his lady friend is...
Probate Court--How do we request a meeting or hearing to talk to the judge who is handling my adult children's reopened case?
James's answer
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Answered on December 10, 2011
I am sorry that this case has been so difficult for you and your children. First, the loss of their father is sad enough...now his lady friend is...
Selected as the best answer
How do you rename a new custodian in the state of California on a UTMA account when the custodian on the account has died?
James's answer
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Answered on February 23, 2011
My understanding of your questions is that your father did not designate a successor custodian when he completed the paperwork creating the UTMA...
Archived
Should the trustee's name or trust's name be written on the Preliminary Change of Ownership Report form?
James's answer
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Answered on January 11, 2011
The TRUSTEE'S name AND the name of the Trust should be listed on the Preliminary Change of Ownership Report (which is also referred to as a...
Is Property Transferred to CA Revocable Trust Separate or Community Property?
James's answer
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Answered on January 11, 2011
You've written the your friend's spouse purchased the home before their marriage and that the home was initially titled in her name alone. After...
How long do you have to re file a 706 ?
James's answer
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Answered on January 11, 2011
A Federal Estate Tax Return (commonly referred to as an "IRS Form 706") is generally due within nine (9) months from the date of death of the...
Archived
When someone passes, who has to pay for the cremation. The adult parent, or children?
James's answer
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Answered on December 14, 2010
Your father's "next of kin," also referred to as "heirs at law," in legalese would be his children if any survived him. Since you are his child,...
Can the trustee of a continuing trust who is also the beneficiary withdraw principal?
James's answer
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Answered on December 14, 2010
You write that you are a beneficiary of your Mother's Bypass Trust and that you were allocated a separate share, which you want to keep as a...
How does an heir recover an inheritance after the close of probate
James's answer
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Answered on November 30, 2010
First of all, if the deceased person (the "decedent") died intestate, then there was no valid Will & Testament in place when the decedent died....
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