California  |  Wills and Trusts

Legal Question

Asked on: 11/05/13, 10:32 am

Dear Attorney

I would like to ask for your help

December 2012 in California the judge closed the probate which took 5 years already, and started the trust.

The 2 trustees didn't sign it yet the document.

In the will there is 2 beneficiary.

One has a life estate uptill his death. (Only the divident of the estate goes for him.)

The other person gets the capital after his death.

Question: If the 2 beneficiary makes an outright agreement today other than its written on the will,.

Than how much will be the tax?

The will was written in 2007, when she died.

The outright would be in 2013.

Question: wich year's tax should be in this case?

How much percentage?

Thank you your answer.

Best regards:

Tamas Gyorgy

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