Archived
What can I do about my trust fund?
Patricia's answer
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Answered on January 31, 2013
As trustee, since the school was for your benefit it is likely he had the right to spend the money, however, only the Trust document can tell you...
Archived
If my mom bequeathed a category of items to me in her will should her husband get 1/2 of the items or 1/2 of the value?
Patricia's answer
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Answered on January 31, 2013
I agree with the other two responders. It really depends on what classification the items had at your mother's death.
Archived
My brother who is the family probate trustee was arrested for possesion of sales can i get him removed?
Patricia's answer
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Answered on January 31, 2013
The process may be simple or it may be complex. The solution really stems from the document that created the trust. You need to consult an...
Archived
Can my father in law make a claim on my mother in laws accident case still pending if they were divorced?
Patricia's answer
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Answered on October 01, 2012
No. The father is entitled to only ½ the deceased child’s share (or ¼ of the whole). The mother died, leaving behind two children that equally...
Archived
Can a cematary legally hold a deposit that was paid by a person who is deceased and her beneficuary is recently deceased?
Patricia's answer
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Answered on October 01, 2012
Not sure I understand the question. If party 1 pays $ to a funeral home can it be held? Maybe. The funeral home can only turn over a refund to...
Archived
Is there case law when a surviving spouse does not receive a life estate in the deceased separate homestead?
Patricia's answer
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Answered on October 01, 2012
A homestead right survivors the spouse, but the surviving spouse has to establish that the deceased spouse's home was her homestead. Her having...
Archived
I entered into contract to purchase home. Seller failed to close due to probate issues. I requested refund of $. They refused.
Patricia's answer
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Answered on October 01, 2012
It depends! Were the siblings the true owners of the house, or was the estate? If the estate was the true owner and the siblings needed to get...
Archived
Can I give 100% of the money in my Rollover IRA and my Roth IRA to my children and grandchildren, if I am married?
Patricia's answer
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Answered on October 01, 2012
Any money earned during marriage is community property; therefore, your spouse would have a claim to his 1/2 of the community funds contributed...
Archived
What is best way to sale my home just inherited from my father in law he owed 22k county property taxes and thirty k home equity
Patricia's answer
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Answered on October 01, 2012
It depends. How much is the house worth? Did you assume the loan on the house? Did you take a loan out on the house after you inherited it? It...
Archived
Is an executor responsible for maintain assets if there are beneficiaries named in the will??
Patricia's answer
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Answered on October 01, 2012
Yes but only if the estate has the funds for such maintance.
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