Intestate estates can make the administration of a probate estate very confusing. Imagine a scenario where three brothers’ biological father passed away a decade ago. The father wasn’t married to the brothers’ mother, plus, he had another family with three children, grandchildren, and great grandchildren. The father never publicly acknowledged that the three boys were his children. They’ve now heard rumors that he left them something in his will—which may or may not exist. The father’s wife has also passed away.
Nj.com’s recent article entitled “How can we find out if our father left us something in his will?” explains that a parent isn’t required to leave his or her adult children an inheritance.
If a person doesn’t leave a will when they die, the intestacy laws of the state in which he or she dies will dictate how the decedent’s property is divided.
For example, if you die intestate (without a will) in Florida, there is a surviving spouse and the decedent has no living children or grandchildren or great-grandchildren (lineal descendants), then the surviving spouse gets the entire probate estate. If the decedent has lineal descendants, and all of them are also lineal descendants of the surviving spouse, then the surviving spouse gets the first $60,000 of the probate estate and half of the balance of the probate estate. The lineal descendants split the remaining half. If the decedent has lineal descendants, and one or more of them are not lineal descendants of the surviving spouse, then the surviving spouse gets one-half of the probate estate and the lineal descendants divide the other half equally among themselves. You can see what happens in other situations at EstatePlanningInFlorida. com
Note that an intestate estate doesn’t include property that’s in the joint name of the decedent and another person with rights of survivorship or payable upon death to another beneficiary. In our problem above, the issue would be whether the three boys would’ve been entitled to a percentage of the property permitted under the state intestacy statute, or under a will if you could prove there was one.
However, the time for the three boys to make a claim against their father’s intestate estate would have been at his death. A 10-year delay is a problem. It may prevent a recovery because there are time limitations for bringing legal actions. However, they may have other claims, and there may be reasons you are not too late.
Litigation is very fact-specific, and the rules are state-specific. The boys should talk to an estate litigation attorney, if they think there are enough assets to make at it worth their while.
Reference: nj.com (Dec. 29, 2020) “How can we find out if our father left us something in his will?”