Copy of letter insufficient for probate but possible cure with handwritten note

In I/M/O Estate of Randall, 38-4-1372 Ch. Div. Essex County 2/1/11), the Court said a copy of a letter allegedly written by the decedent does not demonstrate sufficient testamentary intent to be probated.  However, in this case, there was a handwritten notation in the decedent’s handwriting that, in the context of the letter and the maintenance of keeping it in a safe place, and, as such, the letter and notation could be probated.

The rules for probate changed so that documents other than the original Will may be considered for probate. The key is illustration of testamentary intent by the decedent, including trustworthiness of the document.

Gabrielle L. Strich, Esq.

Call us with more questions at 732-438-3880 or visit our web site at www.strichlaw.com.

 

Disclaimer: Any and all information contained on this site is for informational purposes, and should not be utilized as a substitute for a full, in-person consultation with a lawyer in your State and familiar with your circumstances. Strich Law Firm, P.C.  assumes no responsibility for any information contained on this site, and disclaims all liability in respect of such information. In addition, no part of this site shall be deemed to form any contract between Strich Law Firm, P.C. , and anyone viewing this site.

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GOOD NEWS! SOME OR ALL OF ATTORNEY FEES MAY BE DEDUCTIBLE

While each person needs to check with their accountant[1] relative to their personal situation, we have been told by accountants that generally attorney fees relating to taxes, preservation of assets or employment issues are deductible on your taxes.

Thus, to the extent that matrimonial/family legal advice relates to the tax aspect of alimony or other tax issues, such advise should be deductible.  Employment advice or litigation should be deductible. Estate planning legal advice and drafting may all be deductible.  Legal work relating to probate of an estate for a deceased person is deductible on the estate tax return.

Check with your accountant to make sure you do not miss a significant deduction.

 Gabrielle L. Strich, Esq.


[1] Strich Law Firm, P.C. are not accountants or tax attorneys, but only general attorneys.

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