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Chris Thomas
Judges
Frequently Asked
Questions (FAQ)
Filing A Claim
Rules of Court
Wills in Tennessee
Forms
Court Dockets
Case Information
Contact Us
Home
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...
and Some Myths Exposed
- Q: Where is the Probate
Court Clerk located?
- A: In Room
124 of the County Courthouse at 140 Adams Ave. Memphis, Tennessee. It
is bordered by Washington, Adams, 2nd and 3rd streets.
Q: What is the mailing address?
- A: Probate
Court Clerk
140 Adams Ave. #124
Memphis, TN 38103
Q: What are the office hours?
- A: 7:00 am to 5:00 pm beginning August 4, 2008
Q: What is the phone
number and fax number?
- A: 901-545-4040
(phone)
901-545-4746 (fax)
Q: How much are copies?
- A: Copies
- $.50 per page
Certified Copies - $.50 per page plus $5.00 for Certification
Q: Can you refer me to an attorney?
- A: The Clerk's
Office cannot refer attorneys.
Q: What are Court hours?
- A: Court
hours are when the Court is in session. The regular Court hours are
9 a.m. to noon and 2 p.m. to 3 p.m. on Monday through Thursday and 9
a.m. to noon on Friday.
Q: Am I required to have an attorney in Probate Court?
- A: In general,
a person has the right to represent oneself in legal proceedings. However,
this is discouraged. Persons representing themselves are taking a serious
risk in doing so. Legal proceedings involve statutes, court rules, deadlines;
and other factors of which non-lawyers may not be aware. A person representing
oneself is held to the same standards as if he or she is a lawyer. The
judge is not allowed to give advice to the individual who attempts to
represent oneself.
Also, it is important
to understand that the Courts will not allow a person to represent
oneself in his or her capacity as a fiduciary, such as executor, administrator,
conservator, or guardian. The reason for this distinction is that
in those capacities there are other people involved, such as heirs,
beneficiaries under a will, or creditors. While serving as a fiduciary
the person is not just representing oneself and therefore must have
an attorney.
Q: Do I
have to Probate a will?
- A: No. However,
if a decedent owned assets in his/her individual name it is doubtful
that they can be transferred without a probate proceeding.
Q: How long do I have to probate a will?
- A:
There is no set time required by law. Once probated the will relates
back to date of death.
Q: What is the average cost to probate a will?
- A: There
are different types of costs. There are court costs. Unless there are
many claims and other litigation the total court costs should
be less than four hundred ($400.00) dollars. Then there are other fees
that are dependent on the size and nature of assets. These fees are
typically incurred for legal proceedings, for appraisals of real and
personal property, and for preparations of tax returns. No two estates
are alike and it is very difficult if not impossible to determine what
is average. Then too, there are costs incurred in actually transferring
assets. The probate process gives some one or ones the right to transfer
assets. There are additional costs involved in order to exercise this
right. A full list of court costs can be found HERE.
All of these costs DO NOT include attorney fees
- Q: How do I
change a name? How much does it cost?
How about my Birth Certificate? Do I have to
get an attorney?
- A: Our
office will assist you in completing the necessary paperwork to
present to the judge.
HERE is an information sheet you should fill out and have ready when you
contact this office.
NAME CHANGE
For a valid
reason, you may petition the court to change your name. You will need
to bring your birth certificate and a second form of identification
(preferably a valid drivers license with a photo identification.)
If you are unable to obtain a birth certificate you must bring at
least two forms of identification and one must be a photo identification.
The cost for a name change is $143.50.
CORRECTING
BIRTH RECORD
A correction
of a birth record is different from a change of name in that an error
has been made and needs correcting. For example, the birthday is the
5th instead of the 6th or the name was misspelled. You will need to
bring your birth certificate and a second form of identification.
The cost for correcting a birth record is $143.50.
NOTE:
If you are changing the name of a minor child, both parents must be
present OR have a notarized statement from the absent parent.
- Q: What is the
cost for a certified copy of Elvis Presley's
Will?
- A: $11.50
-
Q: What is the Small Estate Affidavit?
- A: This
is a procedure allowed for estates totaling less than $25,000. Real estate cannot be listed on the affidavit. The forms can be found on the FORMS
page of this site or can be obtained from the Clerk's Office. Contact
the Clerks Office for details. The cost is $77.50.
- Q: How
can I determine if an estate is open?
- A: Go to our web-site
homepage and click on "Case Information" in the blue menu bar on the left.
- Q: What
if my question isn't answered here?
- A: If you have
questions that are not answered here please feel free to email the Probate
Court Clerk or call us at (901) 545-4040. The Clerks Office will
make every attempt to respond to your question within 48 hours.
-
And
Those Myths that Keep Recurring ...
(compiled
by Marilyn E. Rozier)
1.
If I die without a Will, the State of Tennessee will get everything
that I own.
RESPONSE: Untrue.
When a person dies without a Will, it is called dying intestate. There
are Tennessee Statutes which direct how your assets pass under intestacy,
but the statutes do not automatically direct that all of your assets
go to the State of Tennessee. When a person dies intestate, after the
payment of debts and other expenses of the estate, a person's property
passes to their heirs at law. Under Tennessee Code Annotated Section
31-2-104, if the decedent has a spouse and no children then the entire
estate passes to the surviving spouse. If the decedent has a spouse
and living children, then the surviving spouse receives either one-third,
or a child's share, whichever is greater and the remainder is divided
among the children. If there is no surviving spouse but surviving children
then the entire estate passes to the children. The statutes go further
and direct how assets are to pass if there are no children or a surviving
spouse. Only if there are no surviving heirs-at-law under the statutes
would the property ever pass (escheat) to the State of Tennessee.
2. All Wills must be filed with the Probate Court
when a person dies.
RESPONSE:. Untrue.
Wills are only required to be filed with the Probate Court when needed
to open up a Probate administration of some type. If a person dies and
every asset that they owned is held jointly with right of survivorship
with another person or lists a living person or entity as a beneficiary,
then no probate procedure is usually required. A probate administration
is only required if there are assets in the decedent's individual name,
or assets payable to the decedent's estate such cases require probate
documentation for transfer of the assets. If you have a Will and all
of your assets pass to named beneficiaries or joint owners, then there
is no need to admit your Will to probate. However, if you have assets
in your individual name or if there are assets payable to your estate,
then your Will will have to be filed with the Probate Court and admitted
to Probate to obtain the assets.
3. Estates
must be opened for years.
RESPONSE:
Contrary to popular belief, not all estates take years and years to resolve.
Under Tennessee Statutes a probate estate must be opened for at least
four (4) months from the time Notice to Creditors begins to run in the
local newspaper. After said time period the estate can be closed as soon
as all assets have been collected, all creditors paid, and the tax release
letter received from the Tennessee Department of Revenue. If all of the
estate issues are resolved at the end of the four (4) months or shortly
thereafter, then the estate can be closed. Many estates that do not have
to pay inheritance taxes, and that are not involved in litigation, can
and should be closed within four (4) to twelve (12) months from opening.
Larger estates that must pay inheritance taxes, estates involved in litigation
and contested estates can be prolonged for more than a year and years
in some cases. However, the prolonged estates are not necessarily the
norm nor do they have to be.
4. If I am named as an Executor of someone's Will,
I can handle their estate any way I chose.
RESPONSE: Untrue.
If a Will has to be admitted to probate and an estate opened for a deceased
person or if an intestate administration is opened, then there are probate
court rules and statutory guidelines regarding how the estate is to be
administered. All assets collected on behalf of the estate have to be
held under the name of the estate and in specific estate accounts. Executors
are not allowed to pay any creditors that they choose. If a creditor is
owed more than $1,000.00, then that creditor must file a claim against
the estate. Creditors owed less than $1,000.00 can be paid at the discretion
of the Executor. Certain fees and costs incurred by the estate must be
approved by the Court. If accountings are required to be filed in the
estate, then any expenditures made by the estate must fall within the
expenditures allowed by the rules of the Court and the statutes. People
commonly make the mistake of thinking that they can pay anyone for any
services as long as they are named as Executor. However, there are checks
and balances to the administration of an estate, and the activities and
administrative steps taken by an Executor/Administrator are governed by
specific procedures.
5. If a deceased person only had a house, then
no probate administration is required.
RESPONSE:
This is not necessarily true. Technically, under Tennessee Law, real estate
passes automatically at death to the named beneficiaries under the deceased
person's Will or to their heirs at law if there is no Will. In reality,
however, if the property is ever to be sold then at some point documentation
is going to have to be filed with the Probate Court, if there is a Will,
or with the Register's Office if there is no Will. If the deceased person
had a Will and only a piece of real estate, then a Petition for Muniment
of Title is filed with the Probate Court, to evidence the transfer of
the title from the deceased person to the named beneficiaries under the
Will. If the decedent did not have a Will, then Affidavits of Heirship,
stating the heirs at law of the decedent at death, must be filed with
the Register's Office. Both documents indicate who the proper recipient
of the real property is after the owner's death. Most title companies
will require one or the other depending on if there is a Will or not,
before they will issue title insurance on the property of a deceased person.
If the beneficiaries under a Will, or if there is no Will, the heirs at
law are minors (or under the age of eighteen), then a full probate proceeding
will have to be initiated to deal with the real estate.
6. The cost of a probate administration will eat
up all of the estate assets.
RESPONSE:
There are many horror stories and many true stories where the bulk of
the estate goes to pay attorney fees and court costs. However, this is
not the norm and is only in select circumstances. In estates where there
is ongoing litigation or a will contest, the court costs and attorney
fees associated with litigation or will contest can be quite substantial.
However, if there is no ongoing litigation or will contest, then the cost
associated with a probate administration is usually fairly reasonable.
Probate court charges for filing various documents are usually posted
or provided to individuals by the Probate Court Clerk. Attorney fees which
are incurred in addition to the court costs, are usually negotiated with
the attorney handling the estate prior to the estate being opened. As
a safety valve, the local Probate Court Rules provide a guideline for
attorney and executor/administrator fees. If the Executors, beneficiaries
and/or heirs do not agree with the attorney fees or executor fees requested,
then the attorney and/or executor are required to petition the court for
establishment of the fees. In order to obtain the fee requested, the person
requesting the fee must show to the Court that the fees have been earned.
In addition, the Court normally requires the fees to fall within the Probate
Court guidelines for the establishment of fees. Although there are special
circumstances when the fees requested can exceed the guidelines, the Court
will take the totality of the estate in consideration when establishing
fees in order to prevent all estate assets from going to pay fees.
7. I can leave
my spouse out of my Will and direct that everything I own go to my children.
RESPONSE: Yes and no.
One of the biggest problems that can arise after death involves second
marriages. Many people in a second marriage situation prepare Wills wherein
they leave all their assets to their children and leave the second spouse
little to nothing. This type of Will can be prepared, but the surviving
spouse does not have to take according to the terms of the Will. Tennessee
Statutes give surviving spouses certain spousal rights. Under these rights
the surviving spouse can elect to take against a Will and take according
to what the statute would give them instead of what they would receive
under the Will. In addition to electing to take against the Will, the
surviving spouse can also request the personal property in the home and
a year's support payment. So a person can write a spouse out of their
Will, but the spouse does not have to accept the Will and can elect to
take against it and go through the statutory procedures required.
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