Archived
Is a trustee required to give bank statements of a trust to other heirs? how do you make him do this?
Bert's answer
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Answered on March 20, 2010
Although I am not a Kansas lawyer, all states have statuatory provisions which require a trustee to account regularly to the beneficiaries. There...
Archived
If there is no real estate,only a car in the deceaseds name, and a bank account with my name only.
Bert's answer
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Answered on March 20, 2010
It depends on how the title to the bank account was held. Was it in joint tenancy or with rights of survivorship? If so, then the account...
Archived
Handling deceased person's business
Bert's answer
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Answered on March 20, 2010
Although I am not familiar with Kansas law, the rule in most states is that the person(s) in possession of the will must file it with the court for...
Archived
What are the next steps to return the house to the estate?
Bert's answer
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Answered on March 20, 2010
Get thee to a lawyer quickly. It would appear that your aunt's brother (your uncle?) breached his fiduciary duty. It would also appear that the...
Archived
My father passed away and I am executor. I have paid for all his expenses since. Will I be reimbursed?
Bert's answer
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Answered on March 19, 2010
You can file a claim in his probate estate for funeral and adminstrative expenses paid after his death. It should take priority over other claims...
Archived
Can creditors go after my small inheiritance to pay bills owed by the deceased?
Bert's answer
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Answered on March 19, 2010
How is the money held? Is it a bank account with your name on it as a joint tenant or as benefciary of a trust? If so, there is no need for a...
Archived
How can I get a 1099 from my mo's uncooperative brokerage? My mom died on 1-15-10. Her estate will not be probated.
Bert's answer
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Answered on March 19, 2010
The affidavit is pursuant to Probate Code section 13100. You can probably get it online or from a local bank.
DISCLAIMER: The response herein is...
Archived
My question is about conservatorship.
Bert's answer
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Answered on March 19, 2010
First, if your mother "has recently not been heard from," you had better make sure that she is ok. If she is not capable of managing her own...
Archived
How do you get a clear title on a vehicle when the owner is deceased and has no will?
Bert's answer
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Answered on March 18, 2010
In most states there is a procedure for the transfer of small estates. His daughter should check with the Maryland motor vehical department. They...
Archived
Probate Court Filing
Bert's answer
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Answered on March 18, 2010
California law requires that any person having custody of a will of a deceased person must, within 30 days after learning of such death, deliver...
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