Legal Question in Wills and Trusts in California

Inheritance

My mother-in-law had a stock

certificate for shares in a company.

When she died, she left all her

property to my wife. My wife never

transfered ownership of the

certificate to herself.

My wife recently passed away leaving

everything to me. What do I have to

do to transfer the stock certificate

into my name?


Asked on 3/27/08, 12:09 pm

5 Answers from Attorneys

Re: Inheritance

Depends. Stock worth more or less than $100,000? If less than $100,000 can likely do small estate affidavits pursuant to probate code 13100. If more than $100,000 you will need to do a proabte for your mother in law and likely some sort of probate Court action for your wife (either a spousal property petition or full probate depending on a variety of facts). Call me if you would like to discuss in more detail. -John

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Answered on 3/27/08, 12:13 pm
Phillip Lemmons, Esq. Phillip Lemmons APC, Attorneys at Law

Re: Inheritance

You will need to probate your mother's estate. It might be done in a summary manner depending on the value of the assets.

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Answered on 3/31/08, 1:27 pm
Phillip Lemmons, Esq. Phillip Lemmons APC, Attorneys at Law

Re: Inheritance

You will need to probate your mother's estate. It might be done in a summary manner depending on the value of the assets.

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Answered on 3/31/08, 1:27 pm
Phillip Lemmons, Esq. Phillip Lemmons APC, Attorneys at Law

Re: Inheritance

You will need to probate your mother's estate. It might be done in a summary manner depending on the value of the assets.

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Answered on 3/31/08, 1:27 pm
Mitchell Roth MW Roth, Professional Law Corporation

Re: Inheritance

You will need to probate her estate. It includes half of the community property and all of her separate property.

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Answered on 3/29/08, 9:27 am


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