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Case Type Probate Skills Developed Client Interviewing/Legal Drafting/Working with Government Agencies

Case #23-0050072

Client needs help probating his late mother’s estate in order to obtain title to his home. Client’s grandmother owned the home as trustee of a South Philly Trust for client’s mother. Client’s grandmother passed in 2004 and his mother passed in 2017. Client and his sister are their mother’s only heirs. Client’s sister executed a renunciation and is willing to transfer her interest in the home to client. The Register of Wills has sister’s renunciation in a pending file under mother’s name so that it does not expire. Client will be the only one on title. VIP helped client prepare a Tangled Title Fund application to assist with costs associated with probating the estate. A volunteer is needed to help client open his mother’s estate, prepare a new deed transferring title into client’s name, assist him with the preparation of the inheritance tax return, and represent him throughout the process.