Tag Archives: ESTATE LAW

Parents died, I opened an estate, what deed do I use?

Q: Parents bought a home in1972 and lived in it 22 years! Me, the oldest son was their caretaker. Parents died, and I probated filed. I have short certificates. What deed do I use to change names? There is a mortgage, I want to refinance.

A: A deed coming from an estate is normally a fiduciary deed. If there is a mortgagee, you need to notify the mortgagee to see if they approve of a new deed. Some mortgage agreements contain a due-on-sale clause which allows the mortgagee to foreclose if there is new deed filed. It may not be wise to change title on the home if you are going to sell it as there might be capital gain. You also have inheritance tax issues to address. The estate may have other creditors beside the mortgagee. You should be doing this through an attorney.

How do I get a copy grandmother’s will?

Q: I have personally seen my grandmother’s will. She had copies in her house. She had a stroke and my aunt moved her out of state to a nursing home in Tampa Florida. She has since passed away, two days after my mother (so no help getting info from her). I believe my Aunt maybe trying to hide the fact my grandmother had a will. I know her grandchildren were left a fair amount of money. My aunt is also POA. (Pittsburgh, PA)

A: You will need to hire a lawyer in FLA to investigate and possibly file a court action. Before you do that, you can call and check what the procedure in that county is to see if a will has been filed. They may have a website, or you may be able to get an answer on the telephone. If a will has not been filed and you truly believe there is one, the attorney can begin to request it in writing from your aunt and if unsuccessful, he can petition the court to order her to product it. Having an attorney involved will cost you money.

My mother died in FLA without a will

Q: My sister who lives in FL (I’m in PA) got an attorney and become the executor. It seems the lawyer is not working with me and will not talk to me. I think I need to get my own lawyer and if I do, will my portion of the estate have to pay both? I never signed anything. Also, can the executor avoid going into probate as she is not dividing the estate equally. I also know she uses marijuana. Can I ask for a drug test and get her removed as she is not making good decisions? Any help would be great appreciated. Thank you. (Pittsburgh, PA)

A: If an estate has been opened in FLA and your mother died without a will, you are likely to be an heir under FLA law if there is anything to inherit. If the attorney for the estate is not responding to you, that is not good. I would send him or her a certified letter containing all your questions. If you get no response, you may want to see if the county has a probate court website for you to look for her estate or call the Probate Court and see what you can find out. If your inquiries are not satisfied, you should call a lawyer in that county who handles estates. There is a process involved in petitioning the court to remove an executor. An attorney in FLA can advise you if this is necessary.

Do I need to probate my mom’s estate?

Q: My mom passed away two years ago. She lived with me and I paid all her bills. I paid $13,000 for her funeral expenses. Recently, I received refunds from the hospital for approx. $2000 in checks for copays when my mom was paying. I helped her pay them. I didn’t probate the estate because I was told it’s insolvent and there wasn’t any need to do so. Now I have these checks made out to her name. What do I do? The $600 in her bank account was split between myself and my brother. The credit cards are still unpaid, but they were told her estate is insolvent. Where do I go from here? (Pittsburgh, PA)

A: To answer your question I would need more information on the extent and type of assets and debts. The Estate Recovery program managed by the PA Department of Human Services can seek recovery of monies paid out to a Medicaid recipient, from their estate. If there no estate opened, it is doubtful if they will pursue recovery. However, they can go after other monies held in your mother’s name with others. You may want to consult with an attorney to determine if it is worth opening an estate. From what you describe, it may not be. You have no duty or obligation to open an estate.

What happens to my grandfather’s assets if no will?

Q: He had a wife. My father is his only child, but the wife has 4 adult children. I read that step children aren’t considered kids in TN and that all his assets would have to be equal distributed between my dad (his only child) and his wife. (Pittsburgh, PA)

A: When a person dies without a will, the laws of intestate succession apply. In PA, the surviving spouse takes the first $30,000.00 and the balance of the estate is divided between her and the children born to both of them. (their biological children)

Will I be liable back property tax if I am her POA?

Q: My friend wants to make me power of attorney. She wants to give me all her belongings when she passes away for taking care of her now. She owes $6,000.00 back property tax that she says she cannot pay, I just want to know if I will be liable for that? (Swissvale, PA)

A:  As an Agent for a Principal under a Power of Attorney, you would have no personal liability unless you acted beyond your scope of authority. You cannot sign a will for her as her Agent. She needs to sign the Will. If you inherit the house through the will, you would be liable for the property taxes. I have seen taxing bodies sue heirs of real estate under a will, even when they do not take title by deed. If you inherit other money from her, you may be able to pay the taxes. You should get an idea of what her estate would consist of and what her estate expenses will be and review it with a lawyer.

How long after probate does Medicaid have to recover money?

Q; Mom in Nursing home with Medicaid for 7 months. Dad paid cash for her. Mom died in May 20l6. Dad died July 20l6 with $70,000 in his bank account and the house. We never received a bill from Medicaid. We are in probate, but no response from Medicaid. The attorney said they lost the bill. We don’t want to be involved in Medicaid Fraud.

A: You need to ask your attorney what the status of the Medicaid claim is. Generally, once an estate is opened, the estate has an obligation to notify the state’s Medicaid program of an estate being opened, in which county it has been opened, the docket number and the contact person for the estate. Once this is done, Medicaid is considered to have been put on notice of the estate and to promptly file their claim. If the estate was legally advertised, in theory, all claimants have on year from the first date of advertising to file a claim. Even so, a Medicaid claim normally must be satisfied.

During probate, can I get my belongings from decedent’s home?

Q: My aunt died without a will and left a property behind in Pennsylvania. She has only one living daughter in Florida. She hired a probate attorney who set up a trust to deal with the process because she is too busy to deal with it herself. There are many things in the house that are mine that my aunt had let me keep there for storage. I try to enter the home to retrieve them, but the trustee tells me I am not allowed on the premise. Is there a way I can be allowed inside? I am afraid that my valuable belongings will be inventoried along with my aunt’s things. (Pittsburgh, PA)

A: A Trustee or Executor, has legal authority over real and personal property of a deceased person. They have a duty to preserve it and keep it in tact until it can be inventoried and accounted for and properly disbursed pursuant to the trust agreement or will. If you cannot work this out with the Trustee or Executor, you will have to hire a lawyer to file a petition in the Orphan’s Court in the county which has jurisdiction. This is likely to be where your aunt resided and died. If this property is indisputably yours, you should have no problem. If there is a question and you have no clear proof such as receipts or records, it may be difficult.

Can executor disconnect power without notice?

Q: I was living with my mother-in-law when she passed. Her “best friend” who is the executor in the will, has turned off the power without notice and closed her bank accounts. She has not informed any of the creditors of her passing or close friends. The house that she resided in for 32 years has a reverse mortgage. However, I still reside there with her seven cats who I love dearly. I pay the water, sewer, garbage and gas bills. The gas bill was three months behind when she passed and am currently trying to bring current. Please advise thank you for your time, any information is very much appreciated. (Squirrel Hill, PA)

A: If this “best friend” has not been appointed Executor by the court, she has no authority to act on your mother-in-law’s behalf. Merely being named Executor in the will does not give her such authority. She needs to be appointed by the court. I would call the utility companies and inform them what happened, and that no executor has been appointed and you are living in this house. If you get nowhere, call the PA Public Utilities Commission. It regulates utility companies. They may have a remedy and complaint filing procedure.

If my husband dies does ex-wife get his life insurance?

Q: My husband had a pretty nasty divorce and his ex-wife has made comments to their adult children that “she has plans to sue me in the case that he dies”. Does she have this right and can she sue if we have a good will in place? (Jeanette, PA)

A: Once divorced she no longer has rights to inherit from him under the intestacy (no will). In his new will he can leave his property to whomever he wishes with no obligation to her. As a precaution, he may want to check his insurance policies, annuities, 401Ks and other non-probate property to make sure he has removed her as a beneficiary, and replaced her with someone else. This is not a difficult process. It usually involves calling the financial company and having them mail you a change of beneficiary form. The forms are often on-line. I would make an appointment with a local attorney for a will and other estate planning documents.