Legal Question in Wills and Trusts in California

are my siblings entitled to the property tax and home insurance that I have solely paid for without their assistance, is this considered part of the proceeds of my parents house


Asked on 8/14/17, 5:40 pm

2 Answers from Attorneys

Scott Jordan Jordan Law Office

Unfortunately, without more information, it is impossible to answer your question directly. For instance, are your parents (one or both) still alive? If not, when did they die? Did they have a trust and transfer the property into the trusts name? Did they have a will?

Assuming that your parents are deceased and no estate planning was conducted prior to their deaths, the home is probably still in their names and owned by their individual estates. You will need to probate their estates and you and your siblings are heirs and each entitled to a co-equal share in the estate. If you have been maintaining the property and paying the bills for the estate, you may be entitled to be reimbursed for the expenses related to the estate.

I suggest you contact a local Probate attorney for assistance.

Read more
Answered on 8/14/17, 6:04 pm
Michele Cusack Pollak & Cusack

If you are the trustee or the executor of the estate of your deceased parent(s), you should be reimbursed for costs advanced during the period of administration, such as property tax and insurance. If you paid those expenses while one or both of your parents were still alive, it is more ambiguous. Were the payments made as a gift or a loan? Is there anything in writing to support the latter? As Scott said, you have not provided enough information, and if you are administering a trust or estate, you should consult an attorney.

Read more
Answered on 8/14/17, 6:57 pm


Related Questions & Answers

More Probate, Trusts, Wills & Estates questions and answers in California