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Been over a year & still haven't heard anything re: aunt's estate

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kacor

Junior Member
What is the name of your state? New Jersey

Back in June 2005 my aunt Sarah passed- She was single, no children and didn't have a will. Surviving are three sisters (my mom, my aunt Marge and aunt Carol) Carol is a lawyer and offered to handle her deceased sister's estate. There was at least $100,000 in the bank, a 2005 Toyota truck owned outright plus many medical bills. At the time of her death, my aunt (deceased) was renting an apartment and didn't own a house.

We have all been wondering whats going on with the Estate. We never heard from aunt Carol- we've called curious to know how the medical bills were handled & the status of things but she says "oh its still up in the air"

Can it really take this long to settle someone's estate? Is there a way to find out if things have been properly filed or whatnot? I don't suppose its possible for someone to pretend they are handling an estate and then keep the assets for him/herself?

JMWhat is the name of your state?
 


seniorjudge

Senior Member
kacor said:
What is the name of your state? New Jersey

Back in June 2005 my aunt Sarah passed- She was single, no children and didn't have a will. Surviving are three sisters (my mom, my aunt Marge and aunt Carol) Carol is a lawyer and offered to handle her deceased sister's estate. There was at least $100,000 in the bank, a 2005 Toyota truck owned outright plus many medical bills. At the time of her death, my aunt (deceased) was renting an apartment and didn't own a house.

We have all been wondering whats going on with the Estate. We never heard from aunt Carol- we've called curious to know how the medical bills were handled & the status of things but she says "oh its still up in the air"

Can it really take this long to settle someone's estate? Is there a way to find out if things have been properly filed or whatnot? I don't suppose its possible for someone to pretend they are handling an estate and then keep the assets for him/herself?

JMWhat is the name of your state?


Aunt Carol is up to something.

Go to the courthouse in the county where auntie lived and ask to look at the file in the probate court.

If there is no file, then it's time to call Aunt Carol on the carpert.








But...before you do all that, check this out to see if you will even get anything:

New Jersey Intestate Succession Laws

If any part of a New Jersey decedent's estate is not effectively disposed of by will, the intestate share will be distributed in the following order and manner:

1. Surviving spouse or domestic partner. A surviving spouse or domestic partner is generally first in line to get any assets from the intestate estate. However, the amount a surviving spouse or domestic partner is entitled to varies as follows:

* If the decedent leaves no descendants (e.g., child or grandchild) or parents, the surviving spouse or domestic partner is entitled to the entire intestate estate.
* The surviving spouse or domestic partner is also entitled to the entire intestate estate if all of the decedent's surviving descendants are also descendants of the surviving spouse or domestic partner and there is no other descendant of the surviving spouse or domestic partner who survives the decedent.
* If the decedent is survived by a parent or parents, but not survived by any descendants, the surviving spouse or domestic partner is entitled to the first 25% of the estate, but not less than $50,000 nor more than $200,000, plus three-fourths of the remaining balance of the intestate estate.
* The surviving spouse or domestic partner is entitled to the first 25% of the intestate estate, but not less than $50,000.00 nor more than $200,000.00, plus one-half of the balance of the intestate estate
1. if all of the decedent's surviving descendants are also descendants of the surviving spouse or domestic partner and the surviving spouse or domestic partner has one or more surviving descendants who are not descendants of the decedent; or
2. if one or more of the decedent's surviving descendants is not a descendant of the surviving spouse or domestic partner.

2. Heirs other than surviving spouse or domestic partner. Any part of the intestate estate not passing to the surviving spouse or domestic partner as indicated above, or the entire intestate estate if there is no surviving spouse or domestic partner, passes as follows to decedent's:

1. Descendants, taking equally if they are all of the same degree of kinship to the decedent and, if of unequal degree, taking per stirpes.
2. Parent or parents equally.
3. Parents' descendants, per stirpes.
4. One or more surviving grandparents or the descendants of grandparents (e.g., decedent's aunts and uncles). Half of the estate passes to the paternal grandparents if both survive, or to the surviving paternal grandparent or to the descendants of the paternal grandparents if both are deceased, taking per stirpes. The other half passes to the maternal relatives in the same manner. If there is no surviving grandparent or descendants on either the paternal or maternal side, the entire estate passes to the relatives on the other side in the same manner as the half portion would.
5. Grandparents' descendants, per stirpes.
6. Step-children or their descendants, per stirpes.

3. State of New Jersey. If there is no taker under any of the above provisions, the intestate estate passes (escheats) by default to the state of New Jersey.

New Jersey Intestate Succession Law Fun Facts

* Any person who fails to survive the decedent by 120 hours is deemed to have predeceased the decedent for purposes of intestate succession (which means that the person generally doesn't get a share of the decedent's estate). If it cannot be established by clear and convincing evidence that the person who would otherwise be an heir has survived the decedent by 120 hours, it is considered that the person failed to survive for the required period. However, these rules don't apply if the end result is that the state of New Jersey would end up with the intestate estate.
* Relatives of the half blood inherit the same share they would inherit if they were of the whole blood.
* Relatives of the decedent conceived before his death but born thereafter inherit as if they had been born in the lifetime of the decedent.
* Evildoers take note! Whether or not there is a will, any person who criminally and intentionally kills the decedent is prohibited by law from receiving any of decedent's assets. This includes interests in property held as joint tenants or tenants by the entirety (e.g., survivorship rights in real estate and bank accounts) and benefits under a life insurance policy. The murderer is treated as if he or she had predeceased the murdered decedent, thus automatically becoming ineligible to benefit via inheritance or otherwise.
* New Jersey's intestate succession laws, as well as other related laws, can be found in Title 3B of the New Jersey Statutes.

Copyright 2002 - 2006, CCH Incorporated, a Wolters Kluwer business. All Rights Reserved.

http://www.finance.cch.com/pops/c50s10d190_NJ.asp
 

kacor

Junior Member
hi, thank you for the advice-

can it be filed in a county other than the one in which the decedent lived? in other words, Aunt Carol lives in north NJ (Essex County) is it possible she could file there on behalf on my deceased aunt or it would've had to been in the county in which my aunt had lived
?

JM
 

Dandy Don

Senior Member
It is normally filed in the county where the person died.

One problem with you not receiving anything is that the bank account may have been set up with named beneficiaries in which case it would not go into the estate. If there was a will and even if there wasn't one, you may need to hire a probate attorney to get probate opened up if they are deliberately withholding it so that the judge can ask them to produce it for court.

DANDY DON IN OKLAHOMA ([email protected])
 

kacor

Junior Member
I phoned up the Surrogate's Court today and they told me that there was a file on my deceased Aunt. Also Aunt Carol had posted a bond for 100,000 last year but thats all they could tell me. Thats about what my (deceased) aunt's estate was worth, the $100,000

I don't expect to get anything from this- but I do wonder about my mom and my other aunt. The only remaining next-of -kin were my aunt's three sisters. We imagine there was a huge hospital bill from the 1 & 1/2 months my aunt was sick in the hospital before she died (no health insurance)

If there was any money left over, they should've heard about it by now I guess!

JM
 

Dandy Don

Senior Member
Although your speculation may be correct that there may have not been much money left in the estate to distribute, you really need to visit the courthouse and look at all of the documentation in the file so you will get a complete idea of exactly how the estate was handled, to make certain that you were not cheated out of anything.
 

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