Is probate litigation worth pursuing?

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12/2/2010
Scott Grossman
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Is probate litigation worth pursuing?

I oftentimes receive calls from potential clients asking me if opening probate or pursuing probate litigation is worthwhile. The short answer is it depends. What it depends on is whether or not there's any money or assets that the decedent left behind. There's no reason to go to the time and expense of opening up a probate or filing a pleading to contest the probate if there simply no money to be had.

Here's an example from a recent call. A young man asked me about filing probate for his father's estate. The young man was one of two children from two separate mothers. He was concerned that his stepbrother would wind up getting everything if he didn't file for probate. The man explained to me that his father made a great deal of money during his lifetime but spent even more. The home he had been living in he had purchased with his girlfriend but had transferred to her his interest in the house over a decade ago. His father was an accomplished software engineer that worked for a large company. The man went on to explain to me the numerous debts his father had left behind due his father's inability to set aside any money for the future.

What came of this conversation was the realization that this young man's father had made a tremendous amount of money but he had spent everything he made and then some.  A capable software engineer who should've left a sizable estate wound up leaving nothing but debts when he died.  There was no money and there were no assets. There is no reason for this young man to spend his money and time to pursue this case.



The Grossman Law Firm, A.P.C. are San Diego, California probate lawyers.  We help probate estates in San Diego County, California.  We appear in the San Diego probate court for probate cases that come San Diego County south of Escondido.  We appear in the North County San Diego/Vista probate court for probate cases that come from Escondido all the way north to Fallbrook, California.  If you  would like more information on probate and trust administration then order our free book The Insider's Guide to California Probate and Trust Administration as well as our free DVD Probate a Will or Administer a Trust After the Death of a Loved One.


7 Comments to "Is probate litigation worth pursuing?"

Yes, there is something you can do. You can file for probate. That will either compel your brother to file the will or admit there isn't one. The personal representative of the estate (which can be you) will take control over the estate property and only pay out money needed to preserve the estate.
Posted by Scott Grossman on June 20, 2011 at 03:33 PM
my mother died but my brother will not file her will with probate court nor will he give me the jewelrey that I bought her. Is there anything I can do to get the personal things i bought here and have him stop spending here money that was to be divided between us kids?
Posted by frances vadnais on June 18, 2011 at 04:05 AM
Dear Ms. Carver,

The answer will depend on how title to the real estate was held. If you have a copy of the deed then I can review it. If not then I can obtain a copy if you will send me the address. Feel free to contact me privately to do so.

If title to the real estate was held as joint tenants then your brother owns the entire property as the surviving joint tenant. His estate will now need to pass through probate.

The deed does not affect his personal property in the house. Whomever said they get all the personal property is mistaken.
Posted by Scott Grossman on January 25, 2011 at 02:11 PM
My brother passed away January 3, 2011, and my daughter and I did not find a will. He has a friend that is listed as owning one third of the property. My brother's friend passed away, and his one third went to my brother. We did find a will not notarized and he left his third to his partner's sister, she passed away before my brother. Where do I stand as far as inheriting my brother's estate? The other person owning one third says the whole property belongs to him, including my brother's personal property inside the house, is he in the right?
Posted by MARYJANE CARVER on January 25, 2011 at 12:17 AM
Dear Ms. Halloran,

You can not force your brother to give you a copy of the will but you can force him to lodge it with the San Diego County Superior Court. You can then get a copy from the court.

If you father had property in his name alone when he died then the more productive thing to do is file for probate of your father's estate and claim your father died intestate. Your brother then has to either accept that representation or file a competing probate petition which will include a copy of your father's will.
Posted by Scott Grossman on January 7, 2011 at 06:24 PM
Hello,

My father died in San Diego in 2007. My brother, who was his executor, refused to give me a copy of the will. I checked with the Superior Court and the will has never been filed, nor has probate. I want to know if I am (legally) entitled to see a copy of my father's will. I am living in a different country to the US. I also never saw a copy of my mother's will. She died in a different state a few years earlier.

Thanks.
Posted by Catherine Halloran on January 7, 2011 at 05:44 PM
The emotional and energy toll of litigation can also be enormous. One needs to weigh it against the potential gain. That's my experience. And it's not really a loss when the scale comes down on the side of letting it go. At least sometime in their life everyone loses money for no good reason, but if you keep smiling, you win.
Posted by Waterfront Realtor on December 13, 2010 at 07:46 PM

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