QUESTION
What could the executor have wanted my personal information for?
Asked on Mar 24th, 2014 on Estate Planning - Michigan
More details to this question:
My father passed away on 2/14/2014. He left sister as an executor. I was only left with what was left of the life insurance policy but after getting a copy of the probated will, I don't believe I will be left with anything. She asked me for my full and address and date of birth and my age.
14 ANSWERS
Corporate/Business Attorney serving Beachwood, OH
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Christine Sabio Socrates Attorney at Law
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Even if you are not entitled to receive any assets in your father's will, you still need to be listed as his next of kin and will be entitled to receive notifications on what is being filed by the estate.
Answered on Mar 28th, 2014 at 6:55 PM
2 Awards
Since you are an heir, she must give you notice - that said, she shouldn't need your date of birth unless you are young and she doesn't know whether you are an adult.
Answered on Mar 26th, 2014 at 5:49 AM
3 Awards
You are entitled to legal notice of all hearings. So she PR definitely needs that information.
Answered on Mar 25th, 2014 at 4:03 PM
The information about your address is necessary because you must be notified of the probate proceedings even if you do not inherit anything from the estate. Unless you need to show that you are an adult I see no reason for the other information. You should consult a probate attorney who can review all of the documents and advise you.
Answered on Mar 25th, 2014 at 2:47 PM
Thomas Edward Gates
The executor needs this information to put on the petition to initiate probate with the court. Insurance proceeds bypass probate if one is listed as the beneficiary of the policy.
Answered on Mar 25th, 2014 at 2:46 PM
Trusts Attorney serving Sacramento, CA
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Law Office of Victor Waid
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Suggest you obtain the services of a probate lawyer to represent you, with the estate and the life insurance company; the insurance company is entitled to a complete information about you before the company will pay.
Answered on Mar 25th, 2014 at 2:45 PM
Need this to report to the Court the heirs and distributions even if the estate does not have anything to distribute.
Answered on Mar 25th, 2014 at 2:32 PM
Probate Attorney serving Newport, OR
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Minor, Bandonis & Haggerty P.C.
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She needs your address so that she can send you a copy of her petition for probate. We often just say "over 21" for the age of the heirs at law.
Answered on Mar 25th, 2014 at 2:17 PM
Commercial & Bankruptcy Law Attorney serving Powell, OH
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Ronald K. Nims
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The executor is required to report name, address and date of birth (or just "adult" if over 18) to the probate court of all the children of a deceased. Regardless of whether they will inherit under the will.
Answered on Mar 25th, 2014 at 10:34 AM
Business Planning Attorney serving Livonia, MI
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Frederick & Frederick Attorneys at Law
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It is hard to speculate without being able to see the documents. Insurance is normally not part of a probate estate and not covered by a Will. If you have already received the insurance and the Will does not give you any additional assets, then the PR is probably only seeking your information for notice purposes.
Answered on Mar 25th, 2014 at 10:24 AM
Commercial Attorney serving Chicago, IL
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Ashcraft & Ashcraft, Ltd.
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The personal information will be required to claim the benefits of an insurance policy. Personal information would also be required in the event income is distributed and has to be reported to the IRS. Inherited funds are not taxable but income earned by the estate prior to distribution may be taxable to the person to whom it is distributed.
Answered on Mar 25th, 2014 at 10:16 AM
Appellate Attorney serving Grosse Pointe Farms, MI
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Musilli Brennan Associates, PLLC
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That is normal, cooperate unless thee is a good reason not to.
Answered on Mar 25th, 2014 at 10:15 AM
The information requested is needed for the Probate Petition giving the court information about the interested parties.
Answered on Mar 25th, 2014 at 10:15 AM
Business Law Attorney serving Bingham Farms, MI
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James T. Weiner, P.C.
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She needed it for the probate action.. A the deceased son you are a heir at law.. and she needs that information for the probate forms.whether or not you actually receive anything from the estate.
Answered on Mar 25th, 2014 at 10:15 AM