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Case Type Probate Skills Developed Client Interviewing/Legal Drafting

Case #19-0044080

Client seeks title to the home he has been living in for over a decade in order to obtain grants for repairs. Client’s mother, the record owner, died testate in 2008. Client and his daughter are the named beneficiaries of the estate. Client’s daughter was granted letters testamentary, but refuses to fulfill her duties and transfer title to client. Client is named the alternate executor of the estate. A volunteer is needed to file a petition to the Orphans’ Court to show cause why daughter should not be removed, and appoint client as executor. The volunteer may then help client probate his mother’s estate, including transferring title to client and his daughter and filing an inheritance tax return.