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Type: Posts; User: somesaltysea
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ScottGem - levels of assets impact whether filings required. Help I'm trying to give 'Paradox' is where copy of will might be obtainable since it appears she has not seen one.
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Have you not seen a copy of the Will? You know all Wills must be probated whether an inventory of assets is required or not - meaning RE can be trf'd by Immitent Transfer(title trf'd from Mom to Sis...
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Very interesting situation & unusual I would guess. From an Accounting standpoint, expenses must follow the assets. Since taxes apply only to assets other than non-profit assets, it would seem the...
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My sympathy to you & your 5 other siblings because your are right about wills being almost uncontestable. Know you likely covered all the ground I will be suggesting to pursue but perhaps something...
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ScottGem & Fr_Chuck - So if you were on the Civil Jury deciding the case presented, how would you vote? In favor of the RE Agent and his attorney or the son.
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excon - If you reread the original posting/request for info, believe it is clear that help is being requested for what appears a RE agent and attorney did. All of the facts are a little sketchy but...
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JudyKayTee - Have to disagree with you about proving Undue Influence. It has nothing to do with the mental health/competency of the elderly person. It has to do with protection against those who prey...
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Best bet is to show proof that Laws To Protect the Elderly have been violated. Undue Influence cannot be used to obtain assets that heirs have a right to have. At first blush, it would appear that...
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Main question that needs answering is whether Laws to Protect the Elderly have been broken. Big part of that is Undue Influence exercised over elderly. This is huge because any transfer of assets...
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Does Probate Law require executor/coexecutors open a new Estate Checking Account or are existing funds in an existing account at time of death that are continued kept solely for estate purposes...
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Assuming the credit card amts were owed by deceased father, cr card co's can come after the portion of the bank acct that passed to the deceased dad's estate. Executor of the estate is liable to pay...
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