LAW OFFICE OF
SUSAN CASTLETON RYAN, P.C. 
June 2009 Newsletter
RHS Hall of Fame 

 

ATTORNEY SUSAN CASTLETON RYAN INDUCTED INTO THE ROCKLAND HIGH SCHOOL ACADEMIC HALL OF FAME
 

On June 10, 2009, Attorney Susan Castleton Ryan was inducted into the Rockland High School Academic Hall of Fame.  The Rockland High School Academic Hall of Fame first started in 1988.  Each year one or more individuals are inducted into the Hall of Fame.  The letter informing Attorney Ryan of the honor stated that her achievements were "truly noteworthy, and are a source of inspiration and motivation for the current Rockland youth."  The ceremony was held at the Abington V.F.W. hall in Abington.  In addition to inducting the 2009 Hall of Fame inductees, the Rockland High School underclassmen received awards at this academic banquet.  Also inducted into the Hall of Fame this year were Catherine L. McNally Gramling, a nurse and author, as well as Richard L. Feeney, musician/producer.

IS IT ALWAYS NECESSARY TO PROBATE AN ESTATE WHEN SOMEONE DIES?
 

When a person dies, unless all of his or her property passes directly to others, such as jointly owned real property, joint bank accounts, and life insurance that is payable to a named beneficiary, his or her estate is subject to probate under the Massachusetts state laws.  Any proceedings related to a decedent's estate would take place in the Probate & Family Court in the county in which the decedent lived at the time of his or her death.
 
It is necessary to probate an estate in order to collect the decedent's probatable assets, protect and preserve the assets, pay all of the decedent's debts and taxes, determine who is entitled to such assets, and distribute the property to them.
 
If the decedent had a will, the original will, and a certified death certificate, must be filed in the Probate Court within thirty (30) days of the date of death.  It is the responsibility of the person who has custody and/or possession of this will to insure that the will is filed in a timely manner.  In the event that all of the decedent's assets are owned jointly with another, such as a surviving spouse, a probate of the decedent's estate will not be necessary, as all of the assets are held jointly.  Nonetheless, the will and death certificate must be filed with the court.  If the decedent's probatable assets, that is any assets that are in his or her name only, exceed $15,000 in value, then a Petition to Probate the Will must accompany the filing of the original will and the death certificate.  This petition is a formal request to have the Court allow the will, and appoint the executor/executrix named in the Will.  If the decedent's estate is small, that is, it does not exceed $15,000, a Petition for Voluntary Executor may be filed along with the death certificate and will. 
 
If a person dies without leaving a will, he or she dies intestate.  However, an estate may still need to be probated.  In the event the decedent's assets exceed $15,000 and/or there are assets involving real property, a Petition for Administration, requesting the appointment of an Administrator, must be filed within thirty (30) days of the date of death, accompanied by an original death certificate.  A Voluntary Administration is available for a small estate in which there is less than $15,000.  A certified death certificate must also be filed with the Petition for Voluntary Administration.  Occasionally, there are cases whereby there are no probatable assets, but there may be a need to obtain documents, transfer stock ownership, and/or to otherwise handle the affairs of the deceased.  If there is such need, despite the fact that there are no assets, it may be necessary to file some type of action in the Probate Court, in order to obtain court permission to be named the representative of the estate. 
 
While not directly related to the probate of an estate, there are some caveats for anyone who is named as either an executor, administrator, or someone may be in possession of either the will and/or the property of the deceased.  Anyone who dies in Massachusetts and owns an interest in real property should be aware that there is an automatic lien against the property on behalf of the Department of Revenue.  Although this lien is not actually filed in the Registry of Deeds, it may cause problems in the future.  This "lien" remains on the real property for ten (10) years, and is removed only by filing an affidavit by the Executor, Administrator, or person holding the property indicating that there are no state or federal taxes due on the decedent's estate.  Additionally, if there are or were taxes that were incurred by the estate, once those have been paid to the Department of Revenue and/or the IRS, a release will be forthcoming and may be filed at the Registry of Deeds.
 
It is important to determine early on what procedures and/or filings need to be completed following someone's death.  Occasionally, there are emergency situations that need to be addressed to secure the assets.  A consultation with an attorney is highly recommended, to obtain advice and assistance to insure that the personal representative, that is the Executor or Administrator, follow and comply with all applicable Probate Court Rules.
Issue: 7

scales of justice

In This Issue
Attorney Susan Castleton Ryan Inducted into the Rockland High School Academic Hall of Fame
Is It Always Necessary to Probate an Estate When Someone Dies?

SUMMER OFFICE HOURS

Our office hours are changing for the summer.  Beginning July 3, 2009, the office will be closing at noon on Fridays for the months of July and August.  As always, should an emergency situation arise while the office is closed, please leave a message on Attorney Ryan's voicemail, and she will return your call as soon as possible.
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COMING IN NEXT MONTH'S ISSUE . . .
 
How Your Parents Might Become Involved in Your Divorce


If anyone has a topic that would be of general interest, please do not hesitate to contact the office and let us know what items would be of general interest to the readers of this newsletter.
Susan C. Ryan, Esq.
Law Office of Susan Castleton Ryan, PC
(781) 982-8850
 

This newsletter is designed to keep you up-to-date with changes in the law.  For help with these or any other legal issues, please call our firm today.
The information in this newsletter is intended solely for your information .  It does not constitute legal advice, and it should not be relied on without a discussion of your specific situation with an attorney.