Archived
Will I be taxed on the joint bank account balances my Aunt & I share after she passes away?
Will the accounts go thru probate
Alan's answer
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Answered on February 02, 2016
There will be no estate taxes unless Aunt's total estate is over $5 million.
There may be some income tax. The paltry interest paid by banks is...
Does the petitioner need to attend a Hearing to Determine Succession of Real Property
Alan's answer
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Answered on February 02, 2016
The clerk will not send you notice. What happens should be on the court's web page.
You need to check the probate notes.
If the matter is...
Archived
Can the courts order him to pay
Alan's answer
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Answered on February 01, 2016
Get the probate claim form and file a formal claim.
If uncle is going this way this early, you may want to retain an attorney to make sure you get...
Archived
Do LA, CA wills, including those with non-probate assets (insurance policies, mobile home, cars) need to be filed with LA court?
Alan's answer
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Answered on January 31, 2016
Noble homes in rented spaces are not probatable assets IF the proratable assets do not exceed $150,000 in gross value. He would have to wait 40...
Archived
Need help to understand differences and applicability for Authorized Users and Durable POA for accounts.
Alan's answer
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Answered on January 31, 2016
Be very careful about 'authorized user." There may be a bank or two that allows someone to sign checks and not be the owner and not have a power of...
Archived
Are death records available for purchase if your relative died in last 6 months ?
Alan's answer
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Answered on January 30, 2016
They are public records.
To obtain a certified copy you need to go to the county recorder's office of complete a form and have it notarized.
Only...
Archived
Is there a way to become an executor without undergoing a probate? How can I do that?
Alan's answer
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Answered on January 29, 2016
You need to contact a probate lawyer.
without a will, you cannot become an executor. By starting probate, you could be named Administrator.
I...
CAN WE REMOVE FURNITURE OR PERSONAL BELONGINGS FROM A POSSIBLE PROBATE OR MUST WE WAIT TO SEE THE OUTCOME?
Alan's answer
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Answered on January 28, 2016
While it has been a few years, there were probate hearings in Victorville, so get yourself a local attorney.
Once you or someone has "Letters"...
Archived
What state must I hire an atty in first.
Alan's answer
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Answered on January 28, 2016
Is the bank account in New Mexico in the trust? Is it a bank with offices in California? But 3 years sounds like she is a New Mexico resident.
You...
Archived
Can I sue my grandfather's estate to get back real property?
Alan's answer
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Answered on January 28, 2016
Maybe. Is there any documentation for the deal? Why was it done? If your father did it to avoid paying a debt, then the "unclean hands" doctrine of...
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