Legal Question in Wills and Trusts in California
Small Estates Affidavit
My uncle passed away,I am Trustee of his Estate,however he did not assign his Federal pension to his trust.I am dealing with the U.S. Office of Personnal Management and they want a Small Estates Affidavit in order for me to claim the remaining monies.He lived in CA and I live in MA. Which state do I file in? Will this be divided amoung the benificiaries or is this mine to keep? All other Trust assets have been distributed. Is this something I can do myself or will I need an Attorney?
Asked on 2/12/02, 6:05 pm
1 Answer from Attorneys
Ken Koury
Kenneth P. Koury, Esq.
Re: Small Estates Affidavit
You dont file it, you just give it to them. In all likelyhood there was a pour over will that will put the pension in the trust and then it is distributed by the terms of the trust.
Answered on 2/12/02, 8:49 pm
Related Questions & Answers
Looking for something else?
10,200 active attorneys ready to answer your legal questions today.
Featured Attorneys
Earn additional revenue and grow your business.
