Legal Question in Wills and Trusts in California

obtaining a copy of mothers will

My mother passed away in 1994, estate exceeded 2,000,000. i was never offered any explination to what happened to her portion of the estate, my stepfather said i was disinheited. both by brothers and sister have lied to me about my mothers wish that all 4 children receive 50,000 upon her death, all of us knew about this. i was told, nobody received the funds, as stepfather didn't have the money.

has the statue of limitations expired

if so how can i find out what my mothers wishes were (copy of will)

can my stepfather disinherit me afer my mothers death

thank you


Asked on 8/20/05, 11:30 am

3 Answers from Attorneys

Ken Koenen Koenen & Tokunaga, P.C.

Re: obtaining a copy of mothers will

If there is a will, the executor is required to file it with the Superior Court in the county in which your mother resided at the time of death. If there is not will, then state law dictates how the estate is to be distributed. All of the community property would go solely to her husband at the time. If she had any separate property, 1/3 would go to him, and the other 2/3 divided equally among her children. The executor or administrator of the estate is required to notify all interested persons of a probate being opened. Often, people do nothing for years.

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Answered on 8/22/05, 9:48 am
Scott Schomer Schomer Law Group

Re: obtaining a copy of mothers will

If your stepfather hasn't done anything or shared information, you can force his hand by filing a probate at the location of your mother's death. If your mother had a trust, you can also demand a copy of it and if he won't cooperate, you can file an action compelling disclosure of the information. If you stepfather hasn't sent out notices or filed a probate, it is probably not too late.

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Answered on 8/20/05, 12:23 pm
Bernard Greenberg KOKISH & GOLDMANIS, P.C.

Re: obtaining a copy of mothers will

If your Mother's estate was probated in California, then a copy of the Will will be part of the Court's file. You should first check to see if her estate was probated.

You should also consult with California counsel concerning applicable Statutes of Limitation that could apply to any claims that you may have.

Your step-father can disinherit you without any limitation. Whether he acted appropriately concerning your Mother's estate is what you should investigate.

Take no actions without the assistance of California counsel experienced with probate litigation.

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Answered on 8/20/05, 3:28 pm


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