Legal Question in Wills and Trusts in California

Sibling suddenly show Mom's will

I was not informed of Mom's passing for 4 mo's. Brother took everything, no will, no probate. G-Ma's property is selling and Moms portion is to be split per G-ma's will, suddenly brother has a will w/moms initials, 12 hours prior to her death, no witnesses, only notary public. The will states I am disinherited and he is sole heir of G-ma's property. Can he do this? The will say her residence is in CA, death Cert says residence in ID where she died.


Asked on 8/02/07, 7:54 am

4 Answers from Attorneys

George Shers Law Offices of Georges H. Shers

Re: Sibling suddenly show Mom's will

The other attorney's are correct that you should hire legal counsel to see how good of a case you have, try to get a settlement with our brother, and then go into the probate court.

California does allow a holographic will without any witnesses signing it. But everything on the paper must be written i her hand, which means the stamped seal of the notary and whatg eve else she wrote prevents it from being a holographic Will. It then needs two witness signature

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Answered on 8/03/07, 1:39 am

Re: Sibling suddenly show Mom's will

Depending upon the value of your mother's estate which apparently is to include grandmother's property, it may be worthwhile for you to challenge the will.

A will challenge has to be brought within a limited time and, like most litigation, can get expensive quickly.

You should consult with an attorney near where your mother's probate will be, i.e., her purported residence in California.

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Answered on 8/02/07, 2:00 pm
Mitchell Roth MW Roth, Professional Law Corporation

Re: Sibling suddenly show Mom's will

The validity of the will has to be determined in a probate proceeding. Any real estate must be distributed in a probate in the State in which the real estate is situated.

The will is probably not valid as it requires a signature and at least two witnesses in virtually every state in the US. Plus, mom's capacity to make a will on her death bed is always a question.

Hire an attorney to protect your interests.

If you want to learn more about all of this, in general, get my book. It's written for the layman, and is available on-line at www.yourlivinglegacy.info, one of my websites.

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Answered on 8/02/07, 2:34 pm
Donald Field Donald L. Field, Jr., Attorney at Law

Re: Sibling suddenly show Mom's will

you should retain an attorney to represent you, as a probate petition will likely be needed in this situation.

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Answered on 8/02/07, 3:06 pm


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