Legal Question in Wills and Trusts in New York

Mother died then executor(step father) dies 2 months later.

My mother died 6-05. My step father was executor of her will I was alternet. Her will stated he got life time use of household goods and apliances. It was always an agreement between them that my mothers home would go to her children. Her deed to her property was in her name only and gave my step father lifetime use of the property. My step father was trying to set up a life estate leaving us the property. In a letter from my step father's lawyer he wrote that my stepfather was setting up a life estate giving the property to her children. The letter also stated her children were to recieve a small savings account (in her name only). Then my step father died 8-05 and never signed any of the paperwork and never entered my mothers will to probate. One of his children is executor of his will and now their lawyer says my mom's will is inteste because her lawyer left out some words as to who gets her property after my step father dies. So now their lawyer says his estate gets the first 50,000 because he was the surviving spouse. So now my mothers children get nothing and my step fathers children get my mothers home and small savings plus the 60,000 his estate left them. Our lawyer agrees with their lawyer, Help Thanks


Asked on 12/17/05, 11:13 am

2 Answers from Attorneys

Arnold Nager Arnold H. Nager, Esquire

Re: Mother died then executor(step father) dies 2 months later.

NOTE: This communication is not intended as and should not be interpreted as legal advice. Rather, it is intended solely as a general discussion of legal principles. You should not rely on or take action based on this communication without first presenting ALL relevant details to a competent attorney in your jurisdiction and then receiving the attorney's individualized advice for you. By reading the "Response" to your question or comment, you agree that the opinion expressed is not intended to, nor does it, create any attorney-client relationship, nor does it constitute legal advice to any person reviewing such information, nor will it be considered an attorney-client privileged communication. If you do not agree, then stop right here, and do not read any further.

Much of the answer to your question depends upon how the deed to the house was titled. If your stepfather had a life estate, who was the remainderman listed on the deed?

Feel free to e-mail me with further information.

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Answered on 12/17/05, 11:40 am
Walter LeVine Walter D. LeVine, Esq.

Re: Mother died then executor(step father) dies 2 months later.

This is a difficlt question to answer without seeing the documents involved. There are diverse answers depending upon the contents of the various documents. If Mom's Will is valid, the fact that it was not probated before your stepfather died is not important, as it could be probated now, with the alternate Exxecutor being appointed (you will need an original of stepfather's death certificate to show he died before the probate). If the Will cannot be probated because of some technical problem, you may be able to have an Administration with the Will annexed, which allows the contents of the Will to control, but is more costly in fees than a straight probate of a Will. If the Will is invalid, your Mom is considered to have died intestate, and different results follow, as the intestacy laws control her estate. How the Deed reads has a bearing also, and no comments can be made without seeing a copy of the Deed, as to whether or not the house value is part of her intestate estate. At best, all stepfather has, in either event (straight probate of Will or Administration), is a life estate which terminated upon stepfather's death. At worst, if there is an intestacy, the house value may be considered part of the intestate estate and your stepfather's estate may be entitled to part of the value. This depends upon the language of the Deed and who signed it. If he signed the Deed and it has proper language, he gets no part of the house value, even if there is an intestacy. My suggestions: Have all documents reviewed by a competent estate attorney (like myself) promptly, because if you are going to contest the claim of the stepfather, there are time limits to start the suit. There are many different laws involved, so you will also need to ascertain the value of stepfather's estate at his date of death, including gifts he may have made within a year of his death, as this total value bears on his intestacy claim. The unsigned documents may be evidential of intent, although the fact they were not signed by stepfather might make their value in litigation minimal. The language of the Deed and how it was signed might bear on this issue. Estate litigation can be costly and time consuming, so a complete analysis needs to be made, to determine if the projected costs justify contesting his claim, although a settlement might be negotiated through mediation, which could drastically lower the costs to both sides. If you have further questions, or would like me to review all documents involved, contact me directly

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Answered on 12/17/05, 12:49 pm


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