Legal Question in Wills and Trusts in New York

Is there a time limit in NYS to finalize a probate proceeding? After the death of my Mother whom I had a joint account with, I used what remained to pay for funeral expenses...Does this have to be reported even though I became the owner of the checking account? The house was in both my Mom's and my name so should that be reported? I was told no but the clerk in Probate is saying yes? Which doesn't make sense to me since usually property passes to the remaining spouse or named owner.


Asked on 10/05/10, 4:58 am

2 Answers from Attorneys

Arnold Nager Arnold H. Nager, Esquire

If there is no property that was not jointly owned with your mother, there is no practical reason to file a probate petition.

You should have no problem with the house provided the ownership was joint with rights of survivorship.

If however, you were tenants in common, her half of the house would need to be probated. You can easily check the language on the deed.

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Answered on 10/10/10, 8:37 am
Walter LeVine Walter D. LeVine, Esq.

I agree with Arnold, but I am a little confused by your facts. Are they talking about some probate proceeding, or a possible death tax filing? If you were the survivng joint owner of both the checking account and the house, as joint tenants with right of survivorship and not a joint owner as a tenant in common, no probate proceedings has to be filed for you to claim ownership of those assets. This does not mean that there might not be a possibility that the estate is responsible for death taxes, which has to do with the net value of the estate. All of this also presumes there are no other legal heirs who might have a claim to the estate, or there are no other assets in the estate (like personal property (household furniture and property, jewelry, a car, etc..) that might require that someone be appointed to handle those types of assets.

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Answered on 10/12/10, 12:37 pm


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