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re: For you attorney's out there...Probate Question

Posted on 6/30/21 at 1:27 pm to
Posted by Barrister
Member since Jul 2012
5005 posts
Posted on 6/30/21 at 1:27 pm to
Please meet with a real attorney.
Posted by Tiger Ryno
#WoF
Member since Feb 2007
105578 posts
Posted on 6/30/21 at 1:28 pm to
Unfortunately when it goes to probate than means you and your entire family are on probation until the lawsuit is settled. Probably ankle monitors for a few months
Posted by MikeBRLA
Baton Rouge
Member since Jun 2005
16913 posts
Posted on 6/30/21 at 1:35 pm to
quote:

My mother has discussed her estate ad nauseum with my sister and I as well as having had us sign as witnesses on her will,


I’m not an attorney, but I would think that having heirs to a will sign as witnesses to said will would be a big no-no as they obviously aren’t independent 3rd parties.
Posted by The Spleen
Member since Dec 2010
38865 posts
Posted on 6/30/21 at 1:36 pm to
quote:

What do you think it means when the will specifically waives appraisement, inventory and accounting?



Not a lawyer, but....

Pretty sure that just means the executor doesn't have to file that with the court. He's still obligated to provide to any beneficiaries listed in the will. There is likely language in the will in how the assets are to be split, along with language that the executor distribute them as stated.

The probate court can compel him to provide that info to listed beneficiaries.
Posted by nicholastiger
Member since Jan 2004
50722 posts
Posted on 6/30/21 at 1:37 pm to
Hire a hitman
Posted by idlewatcher
Planet Arium
Member since Jan 2012
86801 posts
Posted on 6/30/21 at 1:39 pm to
Just a pretty important point - if you were listed as a beneficiary, you are entitled to review the will.

If I were you, I'd sue your brother in court to view it. For all you know, he's busy spending money that isn't his.

ETA: By suing, I mean to get a certified copy of the Will (or instrument which you are looking at seeing)
This post was edited on 6/30/21 at 1:40 pm
Posted by TigerDeacon
West Monroe, LA
Member since Sep 2003
29773 posts
Posted on 6/30/21 at 1:43 pm to
quote:

My mother has discussed her estate ad nauseum with my sister and I as well as having had us sign as witnesses on her will, given us copies, etc. My sister


YIKES!!! Have her go see an estate attorney.


Posted by Koach K
Member since Nov 2016
4589 posts
Posted on 6/30/21 at 1:44 pm to
What state is this in just to start?
Posted by LSUGUMBO
Shreveport, LA
Member since Sep 2005
9214 posts
Posted on 6/30/21 at 1:45 pm to
quote:

What do you think it means when the will specifically waives appraisement, inventory and accounting


That means that he (your brother) doesn't have to list all of your father's assets and debts to give a final account of the estate. This isn't really important right now because the estate tax threshold is so high, but it is important if you need fair and equitable distribution, i.e. if your father didn't leave specific bequests in his will (Son gets the house, daughter gets the bank accounts, kids get the land, etc), which it sounds like you might end up needing.

Did your brother hire a probate attorney or is he just handling this himself? I would start with the probate attorney and find out if you can petition to take over the estate in order to finalize/close the estate, and if he can't help or just won't help, then seek help from another attorney.

*Not an attorney, but I look at a lot of probates/estates doing oil & gas.
Posted by LSUGUMBO
Shreveport, LA
Member since Sep 2005
9214 posts
Posted on 6/30/21 at 1:50 pm to
quote:

I’m not an attorney, but I would think that having heirs to a will sign as witnesses to said will would be a big no-no as they obviously aren’t independent 3rd parties.


It 100% matters- legatees absolutely cannot (and should not) be witnesses. I'm a notary
Posted by Shanegolang
Denham Springs, La
Member since Sep 2015
4356 posts
Posted on 6/30/21 at 1:54 pm to
quote:

Lots of probaters


Mass-probaters
Posted by texn
Pronouns: Y'All/Y'All's
Member since Nov 2019
4010 posts
Posted on 6/30/21 at 1:59 pm to
quote:

Lots of probaters post here on the OT.


I hope to skip my final year of eligibility, declare for the draft and go pro
Posted by RedShirt
Rant's foremost authority on LSU
Member since Apr 2005
1046 posts
Posted on 6/30/21 at 2:07 pm to
Mississippi
Posted by geauxpurple
New Orleans
Member since Jul 2014
14853 posts
Posted on 6/30/21 at 2:14 pm to
It means that your brother was put in charge with maximum authority and minimum restrictions. He is the boss until a court would say otherwise. If you don't like it you would have to have a good reason to have the court remove him as executor. He would have to breach his fiduciary duty by doing something dishonest, or at least by failing to act for an unreasonably long time.
Posted by td1
Baton Rouge
Member since Oct 2015
3075 posts
Posted on 6/30/21 at 2:19 pm to
quote:

It means that your brother was put in charge with maximum authority and minimum restrictions. He is the boss until a court would say otherwise. If you don't like it you would have to have a good reason to have the court remove him as executor. He would have to breach his fiduciary duty by doing something dishonest, or at least by failing to act for an unreasonably long time.


This, plus unless the will has specific stipulations as to who get what or how things are divided, you have a long fight ahead that you most probably will not win.
Posted by Dixie Normus
Earth
Member since Sep 2013
2768 posts
Posted on 6/30/21 at 2:20 pm to
Go see a lawyer and tell him you want to demand an accounting.
Posted by Bard
Definitely NOT an admin
Member since Oct 2008
55569 posts
Posted on 6/30/21 at 4:11 pm to
quote:

I’m not an attorney, but I would think that having heirs to a will sign as witnesses to said will would be a big no-no as they obviously aren’t independent 3rd parties.


I'll have her take care of that. Thanks!

Posted by jchamil
Member since Nov 2009
18025 posts
Posted on 6/30/21 at 4:16 pm to
Is there a probate attorney involved? If so, did you sign a waiver of accounting?
Posted by LazloHollyfeld
Steam Tunnel at UNC-G
Member since Apr 2009
1888 posts
Posted on 6/30/21 at 7:39 pm to
quote:

YIKES!!! Have her go see an estate attorney.


Yep, if this is in LA, this is a massive problem.
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