California  |  Wills and Trusts

Legal Question

Asked on: 6/15/13, 12:42 pm

My aunt passed on Feb,2013...a living trust took care of her home when sold the proceeds went into the trust). However, in her IRA account a sum was left to her son who died 2010. There is no provision for disbursement of this sum. Am I correct in asuming the sole surviving sister would be entitled to this sum? Or, if she declines, would this amount be under intestate rules and divided equally between 2nd generation nieces/nephews? Or does that sum automatically be included with the living trust? Do I need to file a claim for this money(to date my cousin, the executor of the trust, is being very cagey with information).

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