Archived
Are you responsible for alerting San Fransisco County Tax about the death of someone if you have not yet inherited the property.
Janet's answer
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Answered on September 30, 2009
Are your parents alive (both your grandmother's child AND your other parent)? If not, then you might be eligible for the Grandparent-Grandchild...
Archived
Assets and Debts
Janet's answer
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Answered on September 29, 2009
Sorry; the value used for the estate is the full fair market value, not the "net" after mortgage. The house needs to be probated if it wasn't...
Archived
Can a surviving Trustor change who will act as the Successor Trustee?
Janet's answer
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Answered on September 29, 2009
You may need to file a petition in the probate court to get the trustee removed for breaching his/her "fiduciary duties". If you can prove that...
Archived
Our probate attorney is not answering any of our calls concerning when the money will be divided among the heirs.
Janet's answer
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Answered on September 29, 2009
If this was a California probate, there should be a court order that was issued (an "Order for Final Distribution" of the estate) that told the...
Archived
Im in California,and if i have any rights to claim my Moms state, she passed away last year , im the only natural Son,
Janet's answer
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Answered on September 27, 2009
I agree with Mr. Flink that you need to find a probate lawyer BUT it needs to be in the county where your mother lived - if that was San Diego...
If two siblings inherit a house from their deceased brother - must they pay taxes on market value even if they live in house?
Janet's answer
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Answered on September 26, 2009
If the siblings inherit the house and continue to live there, there won't be any capital gains tax until the house is sold - inheriting it is not a...
Archived
Can a trust be changed without the original?
Janet's answer
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Answered on September 25, 2009
Yes, a trust can be changed without the original. Contact adult protective services; they will investigate whether any "financial abuse" is...
Archived
What's the current limit on P.O.D.(payable on death or TOD transfer on death) assets for probate not to be required in CA?
Janet's answer
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Answered on September 25, 2009
There is no limit - if you had a $100 million estate in a pay on death or transfer on death account, no probate would be required ... although you...
Archived
What's the best way to get a copy of a will probated in Atlanta, GA, if I can't visit the probate court personally?
Janet's answer
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Answered on September 25, 2009
Sounds like you're doing genealogy, which is a hobby of mine.
What's worked for me on several occasions is calling the probate court, asking...
Archived
Do I need to have same type of signatures on a prime directive as i do on a will?
Janet's answer
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Answered on September 24, 2009
What is a prime directive? Are you referring to an advance health care directive? If so, it can either be notarized or witnessed. If witnessed,...