• FreeAdvice has a new Terms of Service and Privacy Policy, effective May 25, 2018.
    By continuing to use this site, you are consenting to our Terms of Service and use of cookies.

sole distributee

Accident - Bankruptcy - Criminal Law / DUI - Business - Consumer - Employment - Family - Immigration - Real Estate - Tax - Traffic - Wills   Please click a topic or scroll down for more.

drrne

Junior Member
What is the name of your state (only U.S. law)? NY

I am an only child, the sole distributee and the designated executor in my mother’s will. Mom was a New York State resident.

My father died over 20 years ago. Neither parent had other marriages or other children. They were married when he died.

I have filed (pro se) a petition in Surrogate’s Court to become the official Executor and to obtain the letters testamentary required to distribute her assets to her heir, i.e. me.

The court officer has informed me that a sole distributee has the burden of proving they in fact are a sole distributee, in effect that one’s parents have no other children and no other heirs exist.

I have several living first cousins. My mother’s parents, her two siblings, my father, his parents and his one sibling are all deceased.

The court has informed me I have to show I am a sole distributee, however, the court’s pro se attorney is not allowed to advise me how to do so. This doing "due diligence" is undefined nor is the degree or extent one must go to to achieve it.

Can you please suggest ways in which I might accomplish this? Do I need to advertise in a local paper for potential heirs? If so, what should the ad say?

My first cousin on my mother’s side is a famous law professor at a well known American law school. I have asked him to provide an affidavit stating that he knows I am an only child and that my mother was married just once. Would his affidavit be enough?
 


Dandy Don

Senior Member
Yes, and it would help if you could get more than one family member to sign such an affidavit. Are there living friends of your parents who would also be willing to sign such an affidavit? Any obituary notices or personal private letters that mention you are an only child?
 

drrne

Junior Member
followup

I have since visited the pro se court officer again and he informs me that under certain circumstances, my cousin's affidavit may be enough. It hinges on whether the court decides my cousin was aware of my mother's life in enough detail to definitively declare no other heirs could exist. I will ask my cousin if he can make such a declaration. I have other cousins on my mother's side as well, and if needed I may be able to ask one other cousin to do similarly. The court officer did say he would let me know when the burden of proof had been adequately met. Thank you for your advice.
 

Find the Right Lawyer for Your Legal Issue!

Fast, Free, and Confidential
data-ad-format="auto">
Top