Questions answered by Janet Lee Brewer

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Can an administrator appointed by the living spouse who resides in another country distribute the assets without consulting her?

Janet's answer | Answered on July 12, 2011

International estate planning is quite specialized - make sure you consult with someone who is familiar with its unique requirements. The...

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There are many stocks, bonds & ? in both my mothers & my name. I got nothing. Who do I hire to find a papertrail?

Janet's answer | Answered on July 12, 2011

Elizabeth Johnson gave an excellent answer the last time you asked this question. You need to hire a probate litigation attorney who can then file...

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FEDERAL ESTATE TAX RETURN

Janet's answer | Answered on July 07, 2011

You may have a right to receive a copy of the estate tax return (form 706) if you can satisfy the requirement that you have an "interest" in the...

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What costs and forms are involved in filing a probate? (Probate Code 13100)

Janet's answer | Answered on July 05, 2011

If this is a small estate affidavit under section 13100 (where all assets subject to probate are worth $100,000 or less), then there are no probate...

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My sister Ann's husband died intestate. The house is in his name only. His daughter is claiming half the house. Can Ann keep it?

Janet's answer | Answered on July 05, 2011

As Ms. Johnson says, if the house was in your brother-in-law's name alone and it was a gift from his mother, it appears to have been his separate...

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How can I get my moms estate items from the house that she shared with her husband?

Janet's answer | Answered on July 05, 2011

I'm sorry about your mother's death. Unless the house was held in the name of a trust and you are the successor trustee, you will need to begin a...

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3 siblings, named as beneficiaries on an IRA account. One wants to forgo his third and have it go to other two, w/o withdrawal ?

Janet's answer | Answered on July 02, 2011

The bank should permit the beneficiaries to establish separate "decedent IRA" accounts for their 1/3 share of the IRA. That way if 2 of the...

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Was I supposed to register a testamentary trust?

Janet's answer | Answered on June 30, 2011

I suggest that you make an appointment with an estate planning lawyer who can help you determine exactly what you're dealing with and what your...

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I first established the Revocable Living Trust (through LegalZoom.com), it had the original date the trust was begun: 1/1/2008

Janet's answer | Answered on June 23, 2011

No offense, but what do you expect from a cheap program? I suggest that you contact a knowledgeable professional and get this taken care of...

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Inventory and appraisal and wavier of accounting and finale distribution

Janet's answer | Answered on June 22, 2011

Your question isn't entirely clear. It sounds like you are trying to probate this estate without a lawyer. Did you file a petition for final...

Janet Lee Brewer's Answers (1815)

Can an administrator appointed by the living spouse who resides in another country distribute the assets without consulting her?

There are many stocks, bonds & ? in both my mothers & my name. I got nothing. Who do I hire to find a papertrail?

FEDERAL ESTATE TAX RETURN

What costs and forms are involved in filing a probate? (Probate Code 13100)

My sister Ann's husband died intestate. The house is in his name only. His daughter is claiming half the house. Can Ann keep it?

How can I get my moms estate items from the house that she shared with her husband?

3 siblings, named as beneficiaries on an IRA account. One wants to forgo his third and have it go to other two, w/o withdrawal ?

Was I supposed to register a testamentary trust?

I first established the Revocable Living Trust (through LegalZoom.com), it had the original date the trust was begun: 1/1/2008

Inventory and appraisal and wavier of accounting and finale distribution