Legal Question in Wills and Trusts in Virginia
Rules for reading of a will
My mother died in the state of Virginia and had been living there for four years. She was a resident of Virginia. As a resident of VA, does her will have to be read in Virginia? Also, if this needs to go through probate court, what state would handle this?
--name removed--Ackerman
1 Answer from Attorneys
Re: Rules for reading of a will
A little bit tricky. Assuming that during her
final 4 years in Virginia that was her primary
residence (which is almost a certainty, but
exceptions can happen), then Virginia law will
govern the interpretation of her will and its
validity.
However, your question raises the question of
where she has assets. It is not unusual to have
a will probated in multiple states, because
there are significant assets in all of the states
involved, particularly real estate.
If there is real estate in Virginia, then it is
a slam-dunk that you want the will probated
in Virginia. The trickiest thing would be if
there is real estate in another state and none
in Virginia. In that case it might be
conceivable that you might probate the will
in the state where there is real estate and not
in Virginia.
However, one thing is a requirement: You must
run a legal notice in a newspaper of general
circulation telling any creditors who might be
out there where they can send their bills to
make an application to get paid, if the
decedent left any unpaid bills at her death.
There are exact rules to how you must do this,
such as running several ads. It is best to
look for a newspaper that has other such ads
already in the city or County nearest to the
place where she lived at her death.
Then a creditor who claims to have unpaid bills
must speak now or forever hold their peace.
Usually, one of the main reasons why wills take
so long to process is giving creditors plenty
of time to show up and make demand. (Of course
I do NOT mean to suggest that the executor
should pay a bill that is not shown to be valid
and truly unpaid. The executor has a right to
investigate the valdity of any claimed bill.)
Therefore, you may be able to probate the will
in another state, pursuant to Virginia law, if
there is real estate there (and not in Virginia)
as long as IN Virginia you publish the required
notices as to where creditors can submit unpaid
bills.
However, unless there is a good reason for
doing so (like real estate only in another
state), you should probate it in Virginia.