You need to first determine if you are eligible for “informal probate”. It also gives you as a named executor, or Personal Representative, a quick guide to determine if you should hire a probate lawyer. Their job is often thankless, time-consuming, and stressful. through the Maine Probate EZ-File system. If we lose our marbles, and 2. Probate is the judicial process by which a decedent’s assets (his or her estate) are distributed to his or her heirs or other devisees. In reality in all but the simplest of estates, it is typically impossible to complete an administration within six months. LAND RECORDS Where can I check county land records? That means you can obtain the forms you need, and file them, online. Estates undergoing supervised administration often take years to settle and close. There are several requirements that must be met. The Maine Probate Code requires that you make it very clear in your will that you mean to disinherit a child. What are some of the reasons you might need to do a formal probate? During this initial phase, in both testate and intestate estates, the initial pleadings will include a petition for the nomination of a court-appointed or approved individual, serving in a fiduciary capacity, who is to administer the estate throughout the probate proceeding. If you don’t have a will, the probate code still governs. The inventory must be filed or mailed to all interested persons within three months of appointment. Because some of these provisions required determining who contributed what to the account, and then what their intentions were with that joint account money at their death. This objection can result in several responses between interested parties and the dissatisfied party requesting a formal hearing in front of the judge. The anti lapse statute is meant to prevent a gift in your will from “lapsing” if the person named to get that gift died before you did. Hire a probate lawyer first, and let them help with all of this work! If a Personal Representative is paid out of estate funds, the Personal Representative individually reports this payment as income, while the estate reports the payment as an expense on the estate tax return. But guess what? To date, 18 states, now including Maine, have fully adopted the UPC, and all but a few states have adopted the UPC at least in part. In Maine, a guardian for an adult may be appointed by a Probate Court for an adult who is: Unable to receive and evaluate information or make or communicate informed decisions to such an extent that the individual lacks the ability to meet essential requirements for physical health, safety or self-care. The Applicant is required to provide notice of this application o any person listed in itemt 16 above, and if the Decedent was fifty-five (55) years of age or older, to the Department of Health and Human Services. How Does Probate Work in Maine? A Personal Representative must ensure the decedent’s final tax return is filed by April 15th of the year following the decedent’s death. Formal proceedings to open an estate occur for many reasons, including but not limited to: The inability to informally appoint a personal representative; The decedent’s heirs are not readily identifiable or informal determination of heirs without court intervention is impossible; There are questions about the validity of a decedent’s Will; Too many years have elapsed since the decedent’s death; The estate is insolvent, without adequate money to pay creditors; Disagreement between heirs exist or are anticipated. A devisee is just an old-fashioned word for someone given something in a will. What does this mean for you as a named executor, or Personal Representative? 11. This is months of time during which real estate taxes pile up, and my client cannot sell the estate’s real property. Because you will have a great deal of difficulty understanding it even if you do read it. As a probate lawyer, I generally work closely with a certified public accountant when I probate an estate. At a minimum your probate lawyer was required to complete seven years of post-high school education, take a three-day exam, and complete twenty hours of mandatory continuing education every year. The general steps are. But what you may not know, and what many people do not understand about the Probate Code, is that there are some default rules that are very difficult to change. Can you disinherit a child in Maine? That is one very good reason to hire a lawyer. But if you have any of the concerns listed and think that most of the steps apply to your probate proceeding, you should hire a probate lawyer. An anti lapse statute is part of the Maine probate code. Yes, you can. To encourage uniformity in probate codes and procedure in 1969, the National Conference of Commissioners on Uniform State Laws, also known as the Uniform Law Commission, with the Real Property, Probate and Trust Law Section of the American Bar Association, created the Uniform Probate Code (UPC). Some states allow a self-executed affidavit; others require the affidavit to be filed with the court. You can read here the law of waiver of right of election. Estate of APPLICATION FOR INFORMAL PROBATE Decedent OF WILL OR APPOINTMENTOF PERSONAL REPRESENTATIVE UNDER WILL OR BOTH . If you are a Personal Representative, or “executor” it is important to understand all of the tasks and obligations you must undertake in order to avoid personal liability. That means that in certain circumstances you can make your own rules about what is to be done with you and your property if you are mentally incapacitated or die. In order to transfer ownership of real property after someone dies, you need to find the last recorded property deed. During this period, the Personal Representative should also receive a tax identification number for the estate and open an estate checking account for the (potential) deposit of estate funds. USLegal has been awarded the TopTenREVIEWS Gold Award 9 years in a row as the most comprehensive and helpful online legal forms services on the market today. If a decedent owned property in more than one state, probate may be required in each state. If the decedent was not a Maine resident, file the will in any county where the decedent owned property (see Resources). If you live in Maine and have questions concerning how to plan your estate and avoid probate, it is in your best interests to contact a skilled legal professional. What is it exempt from? You do this by filing two extra forms with the Court when you file your court papers. The application fee is £215 if the value of the estate is £5,000 or over. Select the form title to view details for each form. Who should get the gift? The answer is, yes. When we die. The state and federal taxing authorities sometimes audit Personal Representatives personal income tax returns to determine if the expense item listed on the estate tax return for the fee of the Personal Representative actually shows up on the income tax return as income to the Personal Representative. You can filter the cases by: Approved-filings that have been approved by the court Approved Pending Payment - Filings that have been reviewed by the court, but the actual filing fee differs from the estimated fee shown on … But in many families stepchildren are not considered to be part of the family. Probate is not just the official recognition of a will, and appointment of the Personal Representative under the will of a deceased person. Because not knowing could cost you a lot of money. Many people may not realize that a joint account holder could withdraw all of the money if the other joint account holder dies. That is an oversimplification, but you get the idea. You can make up your own rules. Here is what the disinherited child’s attorney said in his letter: “Since the will does not contain any provision to the contrary, Jane Doe claims her share in the exempt property pursuant to 18-C M.R.S. What does this look like in real life? © 2016 Penbay Estate Planning Law Center, LLC All Rights Reserved. Perhaps it is a second or third marriage, and there are children and stepchildren, perhaps the couple sat down and agreed to a certain division. Supervised administration or supervised probate requires court oversight and approval of the actions of a Persona! The Probate Clerk will file that notice for you if you wish. That means that when the person died, they owned property and they did not specify a way for it to be automatically transferred to someone else at their death. If you are named as the executor or Personal Representative, probating the will could open you up to personal liability for the debts of the estate. But what if you do not want to leave your spouse anything in your will? What is an Application to Proceed Without Payment of Fees? You can also call us at (979) 314-2999. Are there multiple beneficiaries of the estate? The good thing about reasonable is that it can be argued about what is reasonable. This Website Constitutes Advertising for the offering of Legal Services. Every Personal Representative is entitled to good legal advice. The Probate Process in Maine When There is a Will. To use it, an executor files a written request with the local probate court asking to use the simplified procedure. Is the Personal Representative entitled to a fee for probating a will? But what many people do not realize, is that when your wishes conflict with the probate code, your wishes may not win out. There are many reasons why you would choose to use a lawyer to probate a will. I am a probate lawyer, and it surprised me. Why? Select the form title to view details for each form. Before making an estate plan, it is very important to know how the law could change your will, or the division of your property in ways that you did not expect. File a Maine state estate tax return (if necessary depending on the value of the estate). The principal activity of Maine probate courts is the execution of wills. The Maine probate process serves a vital purpose. Why? Or is this simply a shake down? But not every Personal Representative gets advice. The Petition will also include a request for the determination of heirs, either as evidenced by a valid Will attached to the Petition or by determining heirs using the applicable intestacy statute, or, in some states, both. Maine provides expedited or alternative proceedings or tools for small estates – even as simple as by affidavit. The Personal Representative must then determine the validity and priority of all creditor claims they receive. You simply say in your will that this child does not get anything. The gift says, give it to this person, but this person is dead. Forms 10/10, Features Set 10/10, Ease of Use 10/10, Customer Service 10/10. The probate procedure is about proving jurisdiction over necessary parties… and hoping there is no contest! Informal Proceedings to open an estate occur when (a) the heirs of a decedent are either established in a valid Will or without question in light of the intestacy statute, (b) there is either a nominated Personal Representative in the decedent’s Will or an eligible Personal Representative with priority of appointment under state law willing to serve, and (c) a Petition is filed within an allowable time frame following the decedent’s death. Think also, about the fact that the probate code is four hundred pages long and consists of two hundred forty thousand words. There are many reasons why people waive their right of election. Oxford County Probate Court is located in Oxford county in Maine. Maine passed a new probate law a short while ago. Not knowing could also cost your family in emotional trauma. Yes or No?”  Overall, this is a good idea. But a waiver is not a simple proposition. In Maine, the Governor appoints a Public Administrator in each county to serve a 4 year term. Select the form title to view details for each form. Now ask yourself, did you know there was such a thing in the Probate law called exempt property? Generally, affidavits require the passing of  time from the date of a decedent’s death-ranging from a few days to a few months. The new Maine Uniform Probate Code adopted in 2018 becomes effective September 1, 2019. Does it go back into the “pot” of your assets for someone else? Showing forms matching "Probate Executor" in Maine Legal Forms Library This page shows a list of forms contained in the forms database that match the terms Probate Executor for the State of Maine. It is highly recommended that a Personal Representative seek professional tax advice. Address, email address and telephone number of Applicant: 3. When probating a will, it is also important to know when you should hire a probate lawyer. In most cases, no judge is involved, unless there is disagreement between heirs, a disagreement involving creditors or if there are irregularities in the execution of the Will. Select the form title to view details for each form. The inventory will include a valuation of all assets. Once again, in order to understand what probate is in Maine, you must learn another legal concept. But, once again, it is important to know the rules, and make your own decision. This claim, even though baseless, caused months of delay. If the petitioner (1) proves that (a), (b) and (c) are satisfied in the initial Petition; (2) files all other relevant pleadings and documents with the court; and (3) provides copies of pleadings and gives adequate notice to other interested parties as required by law; the court will likely accept the pleadings, open the estate and approve the nominated Personal Representative without a formal hearing. In some situations, if your wishes conflict with the Maine Probate Code, the Probate Code will win. After completing all administration steps and fulfilling all duties as Personal Representative, he or she may close the estate. 4. While this is technically not a part of the Probate Code this law affects joint bank accounts. You are under a disability when you are a minor, or if you are determined to be mentally incapable of understanding what you own, who your personal relationships are, and the nature of dangers to yourself or others. Portland, ME 04112-0792. Also, you should keep track of any necessary outlay of money that you have to make on behalf of the estate. Whatever the reason, you should know that after you die, your spouse may be able to use the Maine Probate Code to change that agreement, if you do not carefully change that now. There is a very complicated answer to this simple question. The Maine Probate Code contains the default provisions. County Probate Court Docket No. The Maine Uniform Probate Code is a sweeping overhaul of the more than forty- year old probate statute for Wills, intestacy, probate, and guardianship and conservatorship, among other related areas of … The Personal Representative is entitled to a fee for administering the estate. So, if a joint account holder wishes to object, it will lead us to an expensive and time-consuming legal battle. But many people have attempted to avoid the probate rules by creating joint accounts, or POD designations, or beneficiary designations. And if you would like to hire a Maine probate lawyer, you can call this number 207-236-4888. Once again, the law is not intuitive or clear or easy to understand. Augusta, Maine 04333-0007 Data for this page extracted on 11/25/2020 14:51:37. The Letters typically expire after a few years, though courts will “renew” them if the Personal Representative needs additional time to administer the estate. So you can judge for yourself, I’m going to state here what the will said: “I now have in mind my daughter Jane Doe, but leave my estate as hereinafter follows.” And what follows is that he left Jane nothing. What do they get in Maine if they elect to? Maine‘s guardianship and conservatorship provisions have been completely overhauled by the new probate code. For example, an estate inventory can be objected to because it did not contain what the parties believed the decedent owned or a party believes the value attributed to an asset was too high or too low or even requires a new valuation. The application for probate must include the name and date of death of the decedent and the names and addresses of anyone who might benefit from the estate. In Maine, each county has its own probate court. Did the person who died own rental property? During probate, all debts and taxes owed by the estate will be paid, and any applicable estate taxes will be levied. Because you may make a mistake because you thought you knew what to do, when really you had no idea. 1. Every application for informal probate of a will or for informal appointment of a personal representative, other than a special or successor representative, must contain the following: (1) A statement of the interest of the applicant; Barring specific instructions in a Will, distribution of estate assets must be done in an impartial and fair manner. Not so fast. So, naturally, if you are an adult and not under a disability, you can make rules about what to do with your assets and your person. You can read the full text of the elective share amount here. What is the Anti Lapse Statute in Probate? Banks are now required to give you a form when you open a joint bank account. The Maine Probate Code contains the law that governs our property and our persons under two circumstances. File a fiduciary or Personal Representatives tax return. In Maine you can do this online. Or do we give the gift to family members of the person pre-deceased you? Perhaps they were fully grown and on their own long before their stepparent came into the picture. If the deceased owned property in multiple states, you might have to probate the will in the other states as well. Three things you need to know about Probate: Penbay Estate Planning Law Center, a Midcoast Maine Elderlaw Firm Call 207-236-4888. But what might surprise you is what the probate rules say. We review each application for an executor bonds and then submit it to the surety that we believe will provide the best fidelity bond for your estate. Article 6 does not apply to business accounts, or trust accounts. The probate judge will decide whether or not the Will is valid. Probate - Small Estates - Summary Administration - Maine, Small Estate Affidavit for Estates Not More Than 40,000, Sworn Closing Statement by Representative - Small Estates, Sample Letter for Complaint to Probate Will and Appoint Co-Executrixes and Issuance of Letters Testamentary, Sample Letter for Complaint to Probate Will and Appoint Executrix and Issuance of Letters Testamentary, Sample Letter for Estate Probate Proceedings, Sample Letter for Initial Probate Proceedings - Request to Execute Documents, Sample Letter for Initiate Probate Proceedings for Estate - Complaint to Probate Will, Sample Letter for Initiate Probate Proceedings for Estate - Request to Execute Waiver and Consent, Sample Letter for Initiate Probate Proceedings regarding Estate - Renunciation of Executorship, Sample Letter for Instructions to Execute Complaint to Probate Will, Sample Letter for Notification to Creditor to Probate and Register Claim, Sample Letter for Payment of Probated Claim, Sample Letter for Withdrawal of Probated Claim, Affidavit by an Attorney-in-Fact in the Capacity of an Administrator of an Estate, Renunciation of Legacy by Child of Testator, Renunciation of Legacy in Favor of Other Family Members, Renunciation of Legacy to give Effect to Intent of Testator, Probate - Estates - Accounting Objections, Agreement Between Heirs and Third Party Claimant as to Division of Estate, Agreement Between Heirs as to Division of Estate, Agreement Between Widow and Heirs as to Division of Estate, Objection to Family Allowance in a Decedent's Estate, Notice of Opposition to Petition to Distribute Assets and Close Estate, Petition to Determine Distribution Rights of the Assets of a Decedent, Affidavit by Heirs regarding Agreement as to who shall Inherit Motor Vehicle - To Obtain Transfer of Title, Complaint regarding Breach of Contract to Divide Estate Proceeds, Implied Contract, Good Faith and Fair Dealing, Promissory Estoppel, Emotional Distress, Petition of Creditor of an Estate of a Decedent for Distribution of the Remaining Assets of the Estate, Compromise of Creditor's Claim against Estate by Payment of Cash and Conveying of Real Property, Disclaimer of Right to Inherit or Inheritance - All Property from Estate or Trust, Renunciation and Disclaimer of Right to Inheritance or to Inherit Property from Deceased - Specific Property, Petition for Partial and Early Distribution of Estate, Contest of Final Account and Proposed Distributions in a Probate Estate, Receipt of Beneficiary for Early Distribution from Estate and Indemnity Agreement, Probate - Estates - Elective Shares or Widows Shares, Certification of Waiver by Attorney for Surviving Spouse, Notice to Creditors of an Insolvent Estate, Petition for Representation of a Probate Estate's Insolvency and Request, Assignment of All of Expected Interest in Estate in Order to Pay Indebtedness, Assignment of Portion for Specific Amount of Money of Interest in Estate in Order to Pay Indebtedness, Assignment of Portion of Expected Interest in Estate in Order to Pay Indebtedness, Inventory, Petition to Approve Expenses and Monthly Allowances, and for Other Relief, Assignment of Legacy in Order to Pay Indebtedness, Certificate of Heir to obtain Transfer of Title to Motor Vehicle without Probate (Vehicle not Bequeathed in Will), Sworn Statement of Beneficiary of Estate and Consent to Close Estate - Uniform Probate Code, Affidavit by an Attorney-in-Fact in the Capacity of an Executor of an Estate, Receipt and Release Personal Representative of Estate Regarding Legacy of a Will, Release of Claims against Estate by Creditor, Probate - Appointments - Personal Representatives - Sample Case 3 - Maine, A01 Checklist - Formal Probate of Estates, A01 Checklist for Claims Against Estates and / or Demand for Notice, Claim Against Estates and or Demand for Notice Check List, A01 Checklist - Claim Against Descendant's Estates and or Demand for Notice, Deed of Distribution Personal Representative Testate, Probate - Estates - Sample Case 1 - Maine, Acceptance of Appointment of Personal Representative, Application for Informal Probate and Appointment of Personal Representative, Informal Probate or Informal Appointment of Personal Representative Under a Will, Letters of Authority of Personal Representative, Notice to Personal Representative - Also Acceptance of Appointment, Probate - Estates - Sample Case 2 - Maine, A01 Informal Probate of Estates Check List, A06 Acceptance of Appointment of Personal Representative, A07 Notice to Personal Representative Regarding Acceptance of Appointment, A09 Application for Informal Probate of Will and Appointment of Personal Representative, A10 Notice of Informal Probate Proceeding, A11 Informal Probate or Informal Appointment of Personal Representative Under a Will, Probate - Estates - Sample Case 3 - Maine, A01 Petition for Formal Adjudication of Intestacy and Appointment of Personal Representative, A02 Notice of Informal Probate Proceeding, A04 General Notice of Beginning of a Formal Probate Proceeding with Hearing Date, A06 Notice to Personal Representative regarding Appointment - Also Acceptance of Appointment, A08 Probate Court Estate Hearing Schedule, A09 Order - Formal Adjudication of Intestacy and Formal Appointment Without a Will or Formal Appointment without Simultaneous Probate, Probate - Heirship - Determination - Sample Case 2 - Maine, A02 Petition For Order of Complete Settlement of Estate to Determine Heirs, A04 Waiver of Notice of the Petition for Order of Complete Settlement of Estate, Personal Representative's Deed of Distribution. 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