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EstateLawNate, Attorney
Category: Estate Law
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In California there are three heirs. One has passed; she had

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In California there are three heirs. One has passed; she had no children or husband. How is her share distributed? Does it go back to the estate for distribution or to the remaining 2 heirs?

Submitted: 12 months ago.
Category: Estate Law
Expert:  EstateLawNate replied 12 months ago.

Thank you for your question. Be sure to go ahead and bookmark www.nateanswers.com for future questions.

Before I answer, is it correct to presume there is no will?

Customer: replied 12 months ago.

There is a will and it directs that these three share and share alike.


 

Expert:  EstateLawNate replied 12 months ago.

Okay. For the predeceased heir, the bequest would go back to the estate. The exception to this would be if the bequest was to that heir and included language such as "or their issue" or the phrase "per stirpes", then the bequest would go to the predeceased heir's children, if any.

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Thank you,
Nate

EstateLawNate, Attorney
Category: Estate Law
Positive Feedback: 97.8 %
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Customer: replied 12 months ago.

There are other relations living (Sister), but not named in this distribution. Would the remaining 1/3 go to the sister or would it be divided between the other siblings children, rather than back to the estate? If it goes back to the estate – does that mean it would be redistributed between the remaining 2 named or would it go to the heir who is designated to receive the remanderment?

Expert:  EstateLawNate replied 12 months ago.

It would go back into the estate and would be considered residual and go to the remainderman.

EstateLawNate, Attorney
Category: Estate Law
Positive Feedback: 97.8 %
Satisfied Customers: 9677
Experience: Over 8 years of legal estate experience.
EstateLawNate and 11 other Estate Law Specialists are ready to help you

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