Do I need to file a tax return for the trust in its final year?
Christine's answer
|
Answered on September 25, 2013
You need to file a tax return for the trust for every year until the final distribution at which time the return will be marked "final return".
Archived
My mother passed away 9/21 in Los Gatos, CA. Small estate, no assets but some debts. Do we need to go through probate?
Christine's answer
|
Answered on September 24, 2013
I am sorry for your loss. If the assets are less than $150,000, you do not need to go through probate and you can use a Small Estate Affidavit...
Where do I find the form Petition to Compel an Accounting by the Executor? And in which court is it filed?
Christine's answer
|
Answered on September 24, 2013
I think you have asked a follow up question to this. I again encourage you to speak with an attorney to discuss what is going on and what if...
Archived
What is a petition to probate an estate? Is this a form or do I draft it myself? Is it filed in the county where the person died
Christine's answer
|
Answered on September 24, 2013
If you are not the name executor in the will, generally you do not file the Petition for Probate, the named executor does. Of course if that...
Can a document be annulled if the middle name is wrongly spelled?
Christine's answer
|
Answered on September 24, 2013
The will is likely going to be valid if it was an honest mistake and there is no evidence of incapacity or undue influence. The will needs to go...
Archived
San Mateo family court - can I ask the judge to ask the ex to present evidence of insurance to th court ?
Christine's answer
|
Answered on September 24, 2013
Yes you can. You can bring it up at the next hearing or if none is scheduled, make a motion to the court.
In probate can an administrator over an estate obtain a bond if they have a previous felony of grand theft?
Christine's answer
|
Answered on September 24, 2013
The bond company will ask if you have been convicted of a felony. They will be more interested in your credit however.
Archived
How does someone go about getting ownership to home from decease family member, when they have bad credit?
Christine's answer
|
Answered on September 24, 2013
If there are other heirs, it will be difficult for him to be able to keep it unless he can refinance it and buy the others out or unless they agree...
Archived
I am a co-owner (50/50%) of residential rental property in California with my brother that we inherited from our parents.
Christine's answer
|
Answered on September 24, 2013
I agree with Mr. Benton. He can sell it but it will be hard for him. You need to be more concerned about him forcing the sale of the entire...
Archived
Wife dies first what happens to marital home title in California when no will using below facts...what if die together
Christine's answer
|
Answered on September 24, 2013
If it was purchased during the marriage it will be considered community property. With no will it will go to the surviving spouse.
