Estate Planning Attorneys Chapel Hill : Probate & Elder Law Attorneys in Chapel Hill, NC

Estate Planning, Probate & Elder Law Attorneys

 

Estate Planning, Probate & Elder Law Chapel Hill, North Carolina

Chapel Hill Estate Planning & Probate Attorneys

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Walker, Lambe, Rhudy & Costley, P.L.L.C.

TEL (919) 493-8411 |  Durham, NC

TEL (919) 967-3889 |  Chapel Hill, NC

With more than nineteen years experience in private practice, Mark Costley has helped hundreds of North Carolinians with estate planning, living trusts, financial law and probate, estate and trust...(more)



Other Chapel Hill, North Carolina Estate Planning & Probate Law Firms (Basic Listings)

Gregory Herman-Giddens, J.D., Ll.M., P.A., Chapel Hill, NC  (919) 933-5051





ESTATE PLANNING, PROBATE & ELDER LAW NEWS

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» Amending Probate Papers

Sometimes you file papers to open an estate, and then new information appears. Consider a recent case I had -- decedent left four adult children, but the executor (decedent's daughter) was unsure whether decedent had also adopted three other minor children (her wards) prior to her death.

We opened the estate, listing the adult children but not the minors. Later we learned that the minors had indeed been adopted by the decedent. Now what?

To fix this scenario, I prepared and presented to the court a number of documents, including:

1. A Petition to Admit Will with respect to Omitted or Unnotified Person: Under Illinois law, you have to give certain notice to heirs once an estate is opened. This notice must be given within 14 days of the entry of the initial order admitting the Will to probate. Obviously, since we didn't know about these "new" heirs, we didn't do that. We therefore had to file this petition (available as a PDF here), and I must now give notice to the minor children.

2. A Petition to Amend Heirship: The judge previously decided the decedent's heirship based on the executor's affidavit. This affidavit was incorrect, so I also petitioned the court to allow us to file a NEW affidavit of heirship, and to add the three minors as heirs. The previously-entered order declaring heirship was thrown out, and the new order (showing all 7 children) was entered.

It's unlikely that you'll encounter a situation exactly like this one, but most attorneys WILL encounter a situation where a change needs to be made to previously-filed probate documents. The key is to present the judge with all of the relevant facts, so that he or she can help you work through a solution.

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» Huck Finn and Holographic Wills

I'm rereading Mark Twain's The Adventures of Huckleberry Finn, which is great fun. In Chapter 25, Huck and Jim's traveling companions, the scam artists known as the Duke and the Dauphin, impersonate the brothers (Harvey and William) of a recently deceased rich man named Peter Wilks. But before that, in Chapter 24, we learn a little about Peter Wilks' estate plan:

"[Peter Wilks] most desperately wanted to see Harvey -- and William too, for that matter -- because he was one of them kind that can't bear to make a will. He left a letter behind for Harvey, and said he'd told in it where his money was hid, and how he wanted the rest of the property divided up.... And that letter was all they could get him to put a pen to."

As I've said before, hand-written Wills are perfectly fine in Illinois, but all Wills have to be witnessed by at least two witnesses. If a hand-written letter like this was found in the case of an Illinois decedent, it would not be considered a valid Will, even if it clearly indicated the decedent's wishes. Why? Because the stakes are so high (involving the distribution of all of the decedent's property), the proof required for a valid Will is equally high.