QUESTION

Do I need to include joint assets on surrogate papers.

Asked on May 05th, 2021 on Estate Planning - New Jersey
More details to this question:
My father passed away without a will. I am now trying to fill out surrogate papers to get the short certificates. Myself and my minor sister are the only living relatives. My dad was not married. My dad has some assets that are joint with his brother. His mother passed away and left my dad and his brother a property, and estate money for them to split. It is not solely in his name as it is in a joint account. Do I need to list these assets on surrogate court papers (Estate information sheet)? Or do I only list assets that are solely in his name?
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1 ANSWER

Wills Attorney serving Austin, TX
2 Awards
Yes, you need to list the joint assets showing his fractional interest.
Answered on May 06th, 2021 at 6:18 AM

This is general information. It cannot substitute for a personal consultation with an attorney. It is not intended to be legal advice or imply an attorney-client relationship.

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