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Umuvandimwe Executif cyangwa Umucungamutungo Wihishe Ubushake, Kwanga Ibaruramari, cyangwa Kuba mu nzu yimitungo ikodeshwa

Iyo umubyeyi cyangwa umuvandimwe apfuye hanyuma umuvandimwe cyangwa umwe mu bagize umuryango witwa nka Executif (Uhagarariye umuntu ku giti cye) cyangwa Umucungamutungo wanze gusangira kopi y’ubushake bwa nyuma n’Isezerano rya nyuma cyangwa Ikizere kizima, yirengagije amezi y’inyandiko na imeri abaza kuri konti ya banki y’imitungo, yimukira mu nzu y’ababyeyi bapfuye nta bukode mu gihe yishyura amafaranga y’ibikorwa byihutirwa ndetse n’umutungo utimukanwa mbere y’umutungo wa banki, byihutirwa. Abazungura benshi bizera bibeshya ko kwitwa "Executif" mubushake cyangwa "Umucungamutungo" muri Revocable Living Trust bitanga ko umuvandimwe afite uburenganzira budasanzwe cyangwa kugenzura igitugu kumitungo yababyeyi. Dukurikije amategeko ya ** Uniform Probate Code (UPC) **, Kode ya ** Uniform Trust Code (UTC) **, hamwe n’amategeko agenga ibihugu 50 byose byo muri Amerika, Kanada, Ubwongereza, Umuryango w’ubumwe bw’ibihugu by’Uburayi, na Ositaraliya, umuyobozi cyangwa umwizerwa ni ** byemewe n'amategeko ** ufite uburenganzira bwa zeru bwo gukora nk'umuyobozi kugeza igihe yashyizweho ku buryo bwemewe n’urukiko rw’iburanisha rutangwa na **. Kutabogama, n'inshingano zo kumenyesha na konti ** kuri buriwagenerwabikorwa, kandi ** ku giti cye agomba kuryozwa amafaranga (hashingiwe ku nyongeragaciro y'urukiko ku mugabane wabo bwite) ** kuri buri dorari ryo kwikorera wenyine, amafaranga yatanzwe, cyangwa isoko ridakwiriye ryishyurwa ** Ubukode bw'akazi **. Niba guhangana na murumuna wawe murugo rwababyeyi bapfuye byiyongereye bikangisha umubiri, gufunga, cyangwa guhungabanya amahoro, subira inyuma byibura metero 10 (metero 33) kumuhanda rusange hanyuma uhamagare aho utuye nimero yihutirwa ako kanya; reba kandi Ikibazo cyo gufunga, guhagarika umutungo, hamwe nubuyobozi bwihutirwa, Kuzigama kw'abasaza, ububasha bwo gukuraho avoka, n'ubujura bwa fiduciary, na Agasanduku ko kubitsa neza byihutirwa: Agasanduku kacukuwe, escheatment, hamwe no gupfa.

Kora ubu

  1. ** Rinda umutekano wawe kandi ntuzigere wishora mu ntambara yo kurwanira ku mutungo uzungura kwa nyakwigendera. ** Niba umuvandimwe ahinduye ibifunga ku nzu y'ababyeyi ba nyakwigendera, akagutera ubwoba mu nzira, cyangwa agatangira gupakira amakamyo n'ibikoresho byo mu nzu, ntugahatire kwinjira. Hagarara kumuhanda nyabagendwa, fata videwo yerekana igihe cyamakamyo yose yimuka cyangwa ibyapa biva kumuhanda, hanyuma uhamagare aho utuye nimero yihutirwa niba iterabwoba ribaye.
  2. ** Kugenzura niba ubushake bwashyikirijwe urukiko rw’ibibazo by’intara / Surrogate mu gihe giteganijwe n’iminsi 10 kugeza 30. Igice 8200], ** iminsi 10 ** muri Floride [Imiterere ya Fla. Igice cya 732.901], ** iminsi 30 ** muri Texas Shakisha dock kumurongo wurukiko rwibibazo / Surrogate mu ntara umubyeyi wawe yari atuyemo. Niba nta bushake bwatanzwe, tanga icyifuzo kandi utange ** Icyifuzo cyo guhatira umusaruro wubushake **, gitanga uburyozwe bwindishyi zamafaranga yatewe no gutinda no gusuzugura abenegihugu kubihisha nkana.
  3. ** Niba umubyeyi wawe yari afite ibyiringiro byimibereho (byahindutse bidasubirwaho iyo apfuye), kora icyifuzo cyanditse gisaba ibyangombwa byuzuye byokwizerwa no kumenyeshwa namategeko. kopi yuzuye yigikoresho cyizerwa hamwe nibyahinduwe byose kubisabwa nabagenerwabikorwa basabye **.
  4. ** Niba uwitwa Executif ahagarara kandi akanga gufungura iperereza kugirango bashobore gutura mu nzu nta bukode, tanga OWN "Gusaba Ikibazo / Amabaruwa y'Ubuyobozi" ako kanya. Umuntu wese ugenerwabikorwa, umuragwa, cyangwa uwagurijwe ashobora gutanga ** Icyifuzo gisaba ibibazo ** gisaba urukiko guhatira umuvandimwe wavuzwe ko yujuje ibisabwa na ** Fiduciary Surety Bond ** cyangwa kugena ** wowe (cyangwa umuyobozi wa leta utabogamye / Fiduciary Private Professional) ** nkumuyobozi aho.
  5. ** Gukora inyandiko "Itangazo risaba ubukode bwakazi-Isoko ryubukode bwamasoko no kubuza ibikorwa byishyuwe kumitungo bwite" niba umuvandimwe atuye mumitungo cyangwa inzu yizerwa. Agaciro k'ubukode ("Ubukode bw'akazi") ** hiyongereyeho 100 ku ijana by'amashanyarazi yabo bwite, gaze, amazi, na interineti, bakuramo ubwo bukode bw'amafaranga ku mugabane wabo wo kugabana umurage wa nyuma.
  6. ** Tanga "Gusaba Kumenyeshwa Byihariye" n'Umwanditsi w'Inkiko Ushinzwe Iburanisha uyu munsi.

Ububasha bwa Porokireri bwapfuye ku munota nyawo umubyeyi wawe yapfiriye, kandi 'kwitwa Executif mubushake' biha uburenganzira bwa banki zero kugeza igihe umucamanza asinyiye Amasezerano y'Isezerano.

Kurenga ku mategeko abiri akomeye bikunze kubaho nyuma yumubyeyi apfuye: 1. ** Gukoresha ububasha burangiye bwa Porokireri (POA) kuri Konti Yubusa: ** Munsi ya ** Itegeko rimwe ryububasha bwa avoka Ingingo ya 110 (a) (1) **, ** Ububasha bwa avoka burangira ako kanya kumunota nyawo wumuyobozi w'urupfu **. Buri dorari ryimuwe ukoresheje POA nyuma yurupfu ni ** guhindura mu buryo butemewe n'amategeko **, akenshi bikurura ** ibyangiritse kabiri cyangwa treble (2x kugeza 3x) indishyi ziteganijwe n'amategeko ** kuri murumuna wawe (urugero, munsi ya ** Kode ya Kode ya Californiya Igice cya 859 ** cyangwa ** New York SCPA Igice cya 2103 **). 2. ** Gukora nka "Executif" Hatariho Amabaruwa Yatanzwe n'Urukiko Isezerano: ** Munsi ya ** UPC Igice cya 3-701 **, ** ntamuntu numwe ufite uburenganzira bwemewe bwo gukora nka Executif kugeza igihe ubushake bwemewe gukorerwa iperereza kandi umwanditsi wurukiko atanga kashe yamabaruwa Isezerano **.

Igiti cyemezo: Gahunda yibikorwa byingirakamaro kubagizi ba nabi cyangwa bahagaritse umuyobozi / umwishingizi

flowchart TD
    A["Ababyeyi cyangwa Bene wabo Bapfuye & Abavandimwe / Fiduciary Ni Guhagarika Amakuru, Guhisha Umutungo, cyangwa Kwigarurira Urugo"] --> B{"Ni ubuhe butumwa bwibanze bwa fiduciary bubaho ubu?"}
    B -->|"1. Kuvukana ni uguhisha ubushake bwambere cyangwa kwanga gusangira kopi yicyizere kizima"| C{"Umutungo ufitwe nubushake (Ikibazo) cyangwa Icyizere kizima?"}
    B -->|"."| D["Gukora Inyandiko Yanditse Ibisabwa Kubarura & Ibaruramari; Niba hirengagijwe nyuma yiminsi 30-60, Idosiye 'Gusaba guhatira ibaruramari ryemewe nubucamanza & guhagarika ububasha'"]
    B -->|"3. Abavandimwe baba mu nzu y'ababyeyi bapfuye bakodesha-Ubukode & Gutinda kugurisha"| E["Gukora Byanditse 'Amatangazo asabwa kubucuruzi bukwiye-Isoko ryakazi Gukodesha & Amafaranga yinyongera' + Gusaba Idosiye Amabwiriza / Gutegeka Guhatira Urutonde & Gusohora"]
    B -->|"4"| F["File"]
    C -->|"Ubushake (Cyangwa Ntabwo Uzi Niba Bihari)"| G["Amategeko 10-10 -30 Yumunsi (UPC § 2-516): Dosiye 'Gusaba guhatira umusaruro wubushake' + Gusaba kwishyiriraho umuyobozi kubera gutinda kwa bavukana"]
    C -->|"Kwizerwa Kubaho Kwizerwa (Yabaye Ntasubirwaho Urupfu)"| H["Saba UTC § 813 / Itegeko rya Leta Iminsi 60 Yamenyeshejwe Icyizere: Gukora Icyifuzo cyiminsi 30 cyanditse gisaba ibyiringiro byuzuye & ubugororangingo, hanyuma urukiko rusaba urukiko rusaba guhatira"]
    D --> I{"Ibaruramari ryerekana amafaranga yabuze, gukuramo amafaranga adasobanutse, cyangwa imisoro ku mutungo utishyuwe?"}
    I -->|"Yego: Kwikorera wenyine cyangwa Kutubahiriza inshingano za Fiduciary"| J["Idosiye 'Inzitizi zerekeye ibaruramari, gusaba kwishyurwa amafaranga yinyongera ku mugabane wa Fiduciary & Bond ingwate, hamwe no gusaba gukuraho Executif / Umucungamutungo'"]
    I -->|"Umuvandimwe yanze icyemezo cy'urukiko kuri konti"| K["Urukiko rutanga ibisobanuro byo gusuzugura, Ako kanya ahagarika amabaruwa Isezerano, & agashyiraho uzasimbura cyangwa umuyobozi wa leta utabogamye."]

Igihe ntarengwa giteganijwe n'amategeko buri Executif nuwashinzwe agomba kubahiriza

Inshingano yo kwizerwa / Intambwe ** Itariki ntarengwa yemewe na EXECUTOR (Ubushake bw'Ibibazo) ** ** Igihe ntarengwa giteganijwe n'amategeko CYIZA CYIZA (Icyizere kizima) ** ** Umuti wawe wemewe n'amategeko Iyo umuvandimwe yabuze igihe ntarengwa **
** 1. Gutanga ubushake bwumwimerere cyangwa gutanga kopi yicyizere ** ** Iminsi 10 kugeza 30 Kalendari ** nyuma yo kumenya urupfu rwo kugeza ubushake bwumwimerere kumwanditsi wurukiko rwibanze (** UPC § 2-516 **; Cal. Ikibazo. Kode § 8200 [iminsi 30]; Fla. Stat. § 732.901 [iminsi 10]; Tex. Est. ** Iminsi 60 ya Kalendari ** nyuma yurupfu rwuwimuka kugirango abimenyeshe byemewe nabagenerwabikorwa bose nabazungura, kandi agomba gutanga kopi yuzuye yicyizere abisabwe (** UTC § 813 **; Cal. Ikibazo kode § 16061.7). Tanga ** Gusaba Guhatira Umusaruro Wubushake / Kwizera **; saba urukiko rwahawe igihembo cya avoka n'indishyi ** yishyuwe kugiti cye na barumuna bawe bafunzwe.
** 2. Gusaba Gufungura Ikibazo ** ** Iminsi 30 kugeza 45 iminsi ** nyuma y'urupfu. Niba uwitwa Executif ananiwe gusaba iperereza mu idirishya ryemewe n'amategeko (** UPC § 3-203 **; Cal. Ikibazo. Kode § 8001), barashobora gufatwa nkaho ** banze / bakuyeho ** uburenganzira bwabo bwambere bwo gukora. Ubuyobozi bwizere butangira ako kanya apfuye nta gufungura iperereza, ** keretse ** umutungo wasigaye hanze yicyizere gisaba Pour-Over Will probate. Tanga icyifuzo cyawe ** cyo gusaba ibibazo / Amabaruwa yubuyobozi ** usabe umucamanza kurenga umuvandimwe uhagaze akagushiraho (cyangwa undi muntu utabogamye).
** 3. Gutanga Ibarura ryumutungo wagenzuwe & Isuzuma ** ** Iminsi 60 kugeza 120 ** nyuma yamasezerano Amasezerano yatanzwe (** UPC § 3-706 ** [amezi 3]; Cal. Ikibazo. Kode § 8800 [amezi 4]; Fla. Ikibazo. Ingingo 5.340 [iminsi 60]; Tex. Est. Ugomba gutondeka umutungo wose nitariki-y-urupfu agaciro keza isoko. ** Mugihe gikwiye (Mubisanzwe Iminsi 60 kugeza 90) ** munsi ya ** UTC § 813 (a) ** kumenyesha abagenerwabikorwa kumitungo yizerwa, imyenda, na gahunda zubuyobozi. Tanga ** Gusaba guhatira gutanga ibarura ** hanyuma ukureho Amasezerano y'Isezerano niba uwabikoze atubahirije (** Cal. Ikibazo. Kode § 8804 **).
** 4. Gufungura umutungo wabigenewe / Konti ya Banki Yizeye (Nta Commingling) ** ** Ako kanya ukimara kubona EIN n'inzandiko. ** Ako kanya ukimara kubona indangamuntu yumusoro wizewe (EIN) muri IRS.gov. Impamvu zihita kuri ** Guhagarika byihutirwa no gukuraho Fiduciary ** hiyongereyeho ** Amafaranga yinyongera ** kubikorwa byose bidasobanutse.
** 5. Gutanga Ibaruramari Ryimari ** ** Mu mezi 12 ** yo gushyirwaho (cyangwa ku cyemezo cyurukiko igihe icyo aricyo cyose bisabwe numuntu ubishaka kuri ** UPC § 3-1001 **; Cal. Ikibazo. Kode §§ 10950 & 12200; NY SCPA § 2205). ** Nibura buri mwaka ** no guhagarika ikizere (** UTC § 813 © **; Cal. Ikibazo. Kode § 16062), cyangwa mugihe cyiminsi ** 60 ** icyifuzo cyuwagenerwabikorwa yanditse aho nta comptabilite yatanzwe mumezi 6 ashize. Tanga ** Gusaba Guhatira Ibaruramari Ry'Ubucamanza ** ryometse ku ruhushya rwa banki.

Urugero rwa 1: Umuvandimwe wawe ahisha Ubushake cyangwa yanze kukwereka Icyizere kizima

1. Kuki guhisha ubushake ari iyicarubozo ryabaturage nicyaha

Munsi ya ** Kode Yibibazo Bimwe Igice cya 2-516 ** (hamwe na leta ihwanye na Amerika, Kanada, Ubwongereza, na Ositaraliya), ** umuntu wese ** ufite ubushake bwumwimerere wuwapfuye ni umucungamutungo wigihe gito wibikoresho byemewe n'amategeko byurukiko. Muri sitati nka ** Kode y’ibibazo ya Kaliforuniya Igice cya 8200 (b) **, ** Sitati ya Floride Igice cya 732.901 (2) **, na ** Code Estates Code Igice cya 252.202 **, umuntu udashoboye gutanga ubushake ku giti cye ku byangiritse byose byatewe n’umuntu wese wakomerekejwe no gutsindwa ** (hiyongereyeho igihembo cya avoka n’amafaranga y’urukiko), kandi Umucamanza w’iburanisha ashobora gutanga ikirego cya ** Citation / Warrant. Byongeye kandi, guhisha nkana cyangwa gusenya ubushake ugamije kuriganya abaragwa ni icyaha ** (urugero, ** Amategeko ahana ya New York Igice cya 190.30 [Guhisha mu buryo bunyuranyije n’ubushake - Icyiciro cya E Icyaha] **).

2. Nigute Guhatira Umusaruro Wubushake Bwihishe cyangwa Kwizera Intambwe 3

  1. ** Reba inyandiko zigenga Banza: ** Kuramo umubyeyi wawe yanditse ** Impano yatanzwe cyangwa icyemezo cyo kureka ** kurubuga rwa County Recorder. Niba umubyeyi yarimuye inzu yabo muri Living Trust, izina nitariki nyirizina hamwe nuwanditse izina rya aderesi hamwe na aderesi byanditse munsi ya ** "Gufata amajwi byasabwe na / Byateguwe na" ** kumpapuro. Reba kandi niba Ubushake bwarashyizwe mu gitabo cy’urukiko rw’iburanisha **
  2. ** Ohereza ibyifuzo byiminsi 10 byanditse byemewe n'amategeko ukoresheje Ibaruwa yemewe: ** Vuga sitati ya leta yawe yo gutanga ubushake (** UPC § 2-516 ) cyangwa sitati yo kwizerwa-kopi ( UTC § 813 **) hanyuma uburire ko kudatanga ubushake bwumwimerere hamwe numwanditsi wurukiko (hanyuma ukandikira kopi ya PDF yubushake no kwizerwa) mugihe cyiminsi 10. ku bihano byawe bwite **.
  3. ** Tanga "Icyifuzo cyo Guhatira Umusaruro Wubushake" KANDI "Gusaba Amabaruwa yubuyobozi": ** Niba umuvandimwe yirengagije ibaruwa yawe yiminsi 10, tanga icyifuzo ** cyemejwe cyo guhatira umusaruro wubushake ** murukiko rwiburanisha, hanyuma usabe icyarimwe gushyiraho ** Wowe ubwawe ** nkumuyobozi wumutungo. Ntakintu gihatira umuvandimwe uhagaze gutanga dosiye yumwimerere Byihuta kuruta kwiga ko * uri * ugiye kugirwa Umuyobozi wumutungo wose muminsi 30.

Urugero rwa 2: Umuvandimwe wawe aba mu nzu y'ababyeyi bapfuye nta bukode (Ubukode bw'akazi & Ejectment)

1. Amategeko y "Ubukode bwakazi" hamwe no kwizerwa wenyine

  • ** Niba Uwitwaye ari Ushyira mu bikorwa cyangwa Umucungamutungo (Amategeko akomeye yo Kwikorera): ** Munsi ya ** Kode Yigenga Yigice Igice cya 802 (Inshingano yubudahemuka) ** na ** Kugarura (Icya gatatu) cyizere Icyiciro 78 **, umwizerwa arabujijwe rwose gukoresha umutungo cyangwa umutungo winyungu kubwinyungu zabo bwite atishyuye byuzuye ** Isoko ryubukode bwisoko **. Umuyobozi cyangwa umucungamutungo uba mu nzu ya nyakwigendera adafite ubukode akora ** Kurenga ku nshingano ya Fiduciary Duty **, kandi Urukiko rushinzwe ibibazo rushobora ** kwishyuza umugabane w’umuntu ku giti cye ku mutungo ku ijana ku ijana y’ubukode bw’isoko ryiza guhera umunsi watangiriyeho binyuze muri vacatur **, hiyongereyeho 100 ku ijana by'ibikorwa bwite byishyuwe n'amafaranga y'umutungo, hiyongereyeho inyungu zemewe n'amategeko.
  • ** Niba Occupant ari Umugenerwabikorwa udafite inyungu (Co-Tenant Ouster & Offset Rule): ** Mu mategeko agenga igeragezwa kandi aringaniza ** "Uburenganzira bwo kugumana / Offset" **, mugihe uwagenerwabikorwa afite inzu yumutungo kandi ** yirukanye (ukuyemo) ** abandi bagenerwabikorwa (kwanga kugurisha, kwanga kugurisha, cyangwa kwanga kugurisha) abagenerwabikorwa ** Gukodesha Isoko Ryiza Kumurimo ** na ** gukuramo (offset) amafaranga yose yubukode atishyuwe hamwe no kwirukanwa biturutse kumugabane wa barumuna bagabana umutungo **.

2. Intambwe ku yindi Porotokole yo guhagarika imizigo yubusa no guhatira kugurisha inzu

  1. ** Gukorera mu nyandiko "Itangazo rya Ouster, Gusaba Ubukode bw'Imirimo Yuzuye-Isoko, hamwe n'Itangazo ryo Kureka Umutungo": ** Ohereza itangazo ukoresheje ** USPS Yemewe Ibaruwa ** ivuga ko gukomeza gutura mu mutungo utimukanwa urimo gukodeshwa ** Ubukode bw'isoko ryiza ku madorari [urugero, $ 2.800] ku kwezi ** Urukiko.
  2. ** Kugenzura fagitire zikoreshwa mu mutungo: ** Saba ko amadolari y’umuntu ku giti cye (amashanyarazi, amazi, gaze, imyanda, interineti, umugozi) yishyuwe kuri konti yo kugenzura imitungo mu gihe umuvandimwe yabaga mu nzu yongerewe amafaranga ku mugabane w’abavandimwe bari bafite.
  3. ** Tanga "Gusaba Amabwiriza / Gusaba gukuraho Fiduciary no Guhatira kugurisha & Ejectment": ** Niba uri Executif, kora amategeko ateganijwe ** Itangazo ryo Kureka / Ikibazo gisaba kugaruza umutungo utimukanwa (urugero, Cal. Ikibazo. Kode § 850 / NY SCPA § 2103) ** hanyuma ukuremo amafaranga yose yemewe n'amategeko hamwe nakazi kabo. Niba umuvandimwe wawe ari Executif / Umucungamutungo uba munzu akanga kuyigurisha, tanga ** Gusaba guhagarika no gukuraho Executif / Umucungamutungo kubera amakimbirane yinyungu no kutubahiriza inshingano zo gukora umutungo utimukanwa (UTC Igice cya 809) **.

Urugero rwa 3: Guhatira ibaruramari ryemewe no gusubiza inyuma amafaranga yibwe cyangwa yatanzwe

Ntuzigere usinya 'Kureka Ibaruramari no Kurekura Byuzuye Inshingano' kugirango ugurane cheque igice utabanje kubona ibyemezo bya banki mbisi

Abayobozi ba Rogue bakunze guhagarika umurage wawe umwaka umwe hanyuma bakaguha kohereza ubutumwa kuri cheque * gusa * niba ubanje gushyira umukono kuri noteri ** "Kureka ibaruramari ryemewe no kurekurwa rusange kwa Executor / Umucungamutungo." kwizerwa kuva kwikorera **. Saba kureba ibyuzuye ** Itariki-y-Urupfu rwa Banki, Urupapuro rufunga, no Kugenzura Amashusho ** * mbere yo * gushyira umukono ku nyemezabwishyu.

1. Icyo Urukiko rwategetse "Ibaruramari Ry'Ubucamanza" rihatira umuvandimwe gutangaza

Bitandukanye nincamake isanzwe ya Excel, ** ** Yategetse Urukiko Ibaruramari Risanzwe ** (urugero, ** Igice cya Kode ya Kaliforuniya Igice cya 1060-1064 ** cyangwa ** Ifishi yemewe ya New York JA-4 **) igomba gusinywa ** ihanishwa ibinyoma ** kandi ikaringaniza amafaranga muri gahunda eshanu: - ** Ingengabihe A (Umutungo uri ku munsi w'urupfu): ** Konti yose ya banki, konti ya brokerage, imodoka, parcelle yimitungo itimukanwa, nibintu byumutungo bihari kumunsi wurupfu. - ** Gahunda A-1 (Inyemezabwishyu & Amafaranga): ** Inyungu zose, kwishyura inyungu, gusubizwa imisoro, cyangwa kwishyura ubukode byakiriwe nyuma y'urupfu. - ** Gahunda B / C (Inyungu nigihombo ku kugurisha): ** Umutungo wose wagurishijwe, igiciro nyacyo cyo kugurisha, umwirondoro wabaguzi, hamwe nugusoza ALTA. - ** Ingengabihe D (Amafaranga yatanzwe): ** ** Buri cheque, guhanagura ikarita yo kubikuza, kwimura Zelle, kwishura Venmo, no guhererekanya insinga ** hanze yumutungo / ikizere, urutonde rwa ** Itariki, Kugenzura nimero, Izina ryishyuwe, Intego, n’amadolari **, ashyigikiwe n’umwimerere wa ** Amabanki n'amashusho yahagaritswe **. - ** Gahunda E (Umutungo uri hafi yo gufunga konti): ** Amafaranga numutungo usigaye kurubu.

2

Niba ibaruramari cyangwa impapuro za banki (bikubiyemo ** imyaka 2 kugeza kuri 3 mbere yurupfu kugeza ubu **) byerekana kubikuza bitemewe, amafaranga yakoreshejwe, cyangwa kwimura POA mbere yurupfu: 1. ** Umuti wa "Surcharge": ** Uratanga ** Kugenzura inzitizi zerekeye ibaruramari no gusaba kwishyurwa **. Umucamanza w'Ibibazo ** yongeyeho ** umugabane wa muvandimwe wawe, kugabanya kugabana kwabo amafaranga yibwe ** hongeweho ubukode bw'akazi butishyuwe, igihembo cya avoka wawe, hamwe ninyungu zemewe n'amategeko ** bityo ukakira umugabane wawe wuzuye muburyo butaziguye mumitungo mbere yuko umuvandimwe wawe abona ijana. 2. ** Amategeko abiri cyangwa Treble (2x kugeza 3x) Ibyangiritse: ** Dukurikije amategeko nka ** Code ya Probate Code ya Californiya Igice cya 859 **, umuntu wese ufata, uhisha, cyangwa ujugunya umutungo / imitungo yizerwa muburyo bubi cyangwa kubwo gukoresha nabi amafaranga yumusaza araryozwa ** inshuro ebyiri (2x) agaciro k'umutungo wagaruwe hiyongereyeho igihembo cya avoka giteganijwe **.


Ibaruwa isaba mu magambo: Guhatira ubushake / Kwizera umusaruro, ibaruramari ryemewe, hamwe nubukode bwakazi

[Date]
VIA USPS CERTIFIED MAIL - RETURN RECEIPT REQUESTED & EMAIL
To: [Sibling's Full Name], as Purported [Executor / Successor Trustee] of the Estate/Trust of [Decedent's Name]
Re: STATUTORY DEMAND FOR WILL & TRUST INSTRUMENTS, FORMAL FIDUCIARY ACCOUNTING & BANK
    RECORDS, AND NOTICE OF FAIR-MARKET OCCUPATION RENT & SURCHARGE ([Property Address])

Dear [Sibling's Name]:

I write as a lawful beneficiary and heir-at-law of [Decedent's Full Name], who passed away on [Date]. Despite repeated informal requests, you have failed to discharge your mandatory statutory duties as a fiduciary. Please take formal notice of the following demands:

1. DEMAND FOR IMMEDIATE PRODUCTION OF WILL AND TRUST INSTRUMENTS (10 DAYS):
Pursuant to state probate and trust law (modeled on Uniform Probate Code Section 2-516 and Uniform Trust Code Section 813), within ten (10) calendar days of this letter, produce to me via email and mail: (a) complete, unredacted copies of the Last Will and Testament, any Codicils, the Living Trust, and all Trust Amendments; and (b) proof of the Case Number and date the original Will was lodged with the County Probate Court.

2. DEMAND FOR VERIFIED INVENTORY, FORMAL ACCOUNTING, & BANK STATEMENTS (30 DAYS):
Pursuant to your fiduciary Duty to Inform and Account (UPC Section 3-706 / UTC Section 813), within thirty (30) calendar days produce a complete Inventory and Accounting from [Date of Death] through the present, accompanied by complete monthly bank, brokerage, and credit card statements (including cancelled check images and electronic transfer logs) for: (a) all accounts held by [Decedent's Name] or the Trust during the 24 months preceding death (including any Power of Attorney transactions) through the present; and (b) the dedicated Estate or Trust bank account.

3. NOTICE OF OUSTER & ACCRUAL OF FAIR-MARKET OCCUPATION RENT ($[Amount]/Month):
To the extent you or your household are occupying or restricting beneficiary/market access to the Estate/Trust residence at [Property Address] without paying Fair Market Rent, take notice that your exclusive occupancy breaches the fiduciary Duty of Loyalty (UTC Section 802) and Duty to Make Property Productive (UTC Section 809). Effective [Date Occupancy Began], the Estate/Trust is entitled to Fair-Market Occupation Rent of $[Monthly Market Rent] per month, plus 100% reimbursement of all personal electric, gas, water, trash, internet, and maintenance utilities paid from Estate/Trust funds, which will be claimed as a mandatory Surcharge and offset against your beneficial share prior to distribution.

4. PROHIBITION ON COMMINGLING, SELF-DEALING, OR REMOVAL OF PERSONAL PROPERTY:
Do not remove, gift, sell below fair market value, or dispose of any tangible personal property, vehicles, jewelry, or household contents belonging to [Decedent's Name], and do not pay any personal expenses or unapproved fiduciary fees from Estate/Trust accounts.

If I do not receive the Will/Trust documents within ten (10) days and a bank-verified accounting within thirty (30) days, I will file a Verified Petition in Probate Court to compel production and accounting via subpoena, suspend and remove you as Executor/Trustee, compel the immediate sale of [Property Address], and surcharge your personal inheritance share for all unpaid Occupation Rent, unauthorized disbursements, statutory double damages, and my attorney's fees.

Sincerely,
[Your Signature, Printed Name, Mailing Address, Phone Number, and Email]

Inomero zihutirwa zo mukarere hamwe na protocole yikigo

Niba amakimbirane mu rugo rwa mwene wabo wapfuye akabije kuba iterabwoba cyangwa urugomo, hamagara aho utuye nimero yihutirwa ako kanya. Ku nkiko z'agateganyo no kugenzura kwizerwa:

  • ** Amerika: ** Tanga ** Gusaba Kumenyeshwa Byihariye **, ** Gusaba Guhatira Umusaruro Wubushake (UPC § 2-516) **, cyangwa ** Icyifuzo cyo guhatira ibaruramari no kuvanaho fiduciary (UPC § 3-611 / UTC § 706) ** mu rukiko rwa ** Intara / Urukiko rw’imfubyi **. Menyesha umuyobozi w’intara ya ** kugirango ubone imitungo idafunze, hanyuma utange raporo y’ubujura bwa POA mbere y’urupfu kuri ** Serivisi ishinzwe kurinda abantu bakuru (APS) ** hamwe n’umushinjacyaha w’akarere ** Ishami rishinzwe gukoresha nabi amafaranga **.
  • ** Kanada. Muri Columbiya y'Ubwongereza (** WESA Igice cya 121-159 **), tanga ** Ihamagarwa ry'inyandiko z'isezerano (Ifishi P19) ** hanyuma uhatire kunyuza konti.
  • ** Ubwongereza: ** Tanga a ** Ikibazo Caveat ** kuri gov.uk/stop-probate-application (£ 3) guhagarika impano Impano yikibazo; saba ** Ihamagarwa ryo Kuzana Ubushake ** munsi ya ** Amategeko Nkuru Nkuru 1981 Igice cya 123 (NCPR Ingingo ya 50) **; guhatira ** Ibarura na Konti ** munsi ya ** Ubuyobozi bwimitungo 1925 Igice cya 25 **; cyangwa usabe hakurikijwe ** Amategeko yubutegetsi bwubutabera 1985 Igice cya 50 ** gukuraho Executif no kwishyuza ** Ubukode bwakazi ** munsi ya ** TOLATA 1996 Ibice 12-15 **.
  • ** Umuryango w’ubumwe bw’ibihugu by’i Burayi: ** Munsi ya ** Amategeko mbonezamubano y’Ubudage (BGB) § 2259 *, umuntu wese ufite ubushake agomba kubishyikiriza urukiko rw’iburanisha ( Nachlassgericht ) ahanishwa ihazabu y’agahato ( Zwangsgeld ); mu Bufaransa, Espanye, n'Ubutaliyani, amategeko-mbonezamubano ** Noteri ( Notaire ) ** agenzura ibarura ry'umutungo uteganijwe ( inventaire ) n'imigabane-yo kuzungura ku gahato ( réserve héréditaire *).
  • ** Australiya na Nouvelle-Zélande: ** Muri Ositaraliya (** Itegeko rishinzwe ibibazo n’ubuyobozi 1898 (NSW) Igice cya 85 **; Muri Nouvelle-Zélande, saba itegeko rya ** Ubuyobozi 1969 (Igice cya 21) ** na ** Itegeko ryiringirwa 2019 (Igice cya 49-55) **.

Ibibazo bikunze kubazwa

Ese murumuna wanjye witiriwe Executif mubushake bwababyeyi bacu ashobora kwanga kunyereka ubushake kugeza igihe iperereza rirangiye?

Oya. Munsi Kode y'Ibibazo Bimwe Igice cya 2-516 na sitati za buri ntara y’Amerika, ushinzwe Ubushake bwumwimerere agomba kubishyikiriza Umwanditsi w’urukiko rw’iburanisha imbere Iminsi 10 kugeza 30 yo kwiga iby'urupfu. Iyo umaze gushyikirizwa umwanditsi w'urukiko rushinzwe ibibazo, ubushake buhinduka a 100 ku ijana by'urukiko rusange ko umuntu uwo ari we wese ashobora kugenzura, kandi abaragwa bose hamwe n’abagenerwabikorwa bitiriwe abagenerwabikorwa bagomba kubimenyeshwa ku mugaragaro mbere yuko urukiko rushyiraho umuyobozi.

Nabwirwa n'iki ko umubyeyi wanjye wapfuye yari afite Icyizere kizima niba murumuna wanjye atazambwira kandi nta kintu cyatanzwe mu Rukiko Rukuru?

Shakisha izina ryababyeyi kuri Intara yandika / Kwiyandikisha mubikorwa urubuga rwintara aho umubyeyi wawe yari afite umutungo utimukanwa hanyuma ugakuramo inyandiko zabo Tanga Icyemezo cyangwa Kureka Icyemezo. Niba umubyeyi wawe yashyize inzu yabo mubyiringiro bizima, icyemezo kizandika izina ryemewe n'amategeko nitariki yicyizere kizima no hejuru-ibumoso hejuru "Gufata amajwi byasabwe na / Byateguwe na" Icapiro izina na aderesi yumushinjacyaha ushinzwe igenamigambi ryateguye Ikizere, kukwemerera gukorera avoka na murumuna wawe hamwe nibisabwa byemewe munsi UTC Igice cya 813 / Kode ya Californiya Ikibazo 16061.7.

Ningomba kwishyura amafaranga yanjye bwite yo mu mufuka kugira ngo mpatire murumuna wanjye, cyangwa urukiko rushobora kwishyura murumuna wanjye?

Inkiko muri Amerika zose zifite ububasha bwemewe n'amategeko hindura 100 ku ijana yigihembo cya avoka wawe kuri Executif / Umucungamutungo ku giti cye. Niba umuyobozi cyangwa umucungamutungo yanze gutanga ibaruramari nta mpamvu ifatika, ahisha Ubushake, cyangwa yishora mu kwikorera wenyine, Umucamanza w’Ibibazo ashobora kubuza umuvandimwe gukoresha amafaranga y’umutungo mu rwego rwo kwirwanaho, gutakaza Komisiyo Nshingwabikorwa / Abashinzwe umutekano, kandi ongeraho umugabane wumuvandimwe ku giti cye kugirango wishure igihembo cya avoka wawe (UTC Icyiciro 1004; Igice cya Kode ya Californiya Ibice 11003 (b) & 17211 (b)).

Byagenda bite se niba ubushake cyangwa ibyiringiro bifite "Nta-Kurushanwa" (Mu ngingo ya Terrorem): nzatakaza umurage wanjye ndamutse nsabye ibaruramari cyangwa gusaba gukuraho umuvandimwe wanjye nka Executif / Umucungamutungo?

Oya. Munsi ya Kode y'ikibazo kimwe (Igice cya 2-517 & 3-905), i Kode imwe yo kwizerana, na politiki rusange ya Leta, a Nta-Kurushanwa gusa birakurikizwa niba ugerageje gutesha agaciro ishingiro ryubushake bwababyeyi cyangwa Kwizera ubwabyo nta mpamvu ishoboka. Inkiko zemeza ko abantu bose babibona gusaba ibaruramari ryimari, kwanga ibaruramari, gusaba ubukode bwakazi, cyangwa gusaba gukuraho Executif / Umucungamutungo ntabwo ari "amarushanwa" yubushake cyangwa Icyizere.

Byagenda bite se niba murumuna wanjye yongeyeho izina ryabo nka "Nyirubwite" cyangwa "Umugenerwabikorwa Wishyurwa (POD)" kuri konti nkuru yababyeyi bacu bageze mu za bukuru mbere yurupfu bityo amafaranga arenga kubushake?

Urashobora gusaba Urukiko Rushinzwe gukumira iyo konti gusubira mu mutungo ku mpamvu ebyiri zemewe n'amategeko: (1) "Konti Yorohereza" Inyigisho (UPC Igice cya 6-212): kwerekana ko umubyeyi ugeze mu za bukuru yongeyeho izina rya barumuna kuri konti yo kugenzura gusa byoroshye gufasha kwishyura fagitire aho gushaka gutanga ubuzima bwose bwizigamiye umwana umwe kurenza abandi; na (2) Gukeka Ingaruka Zidakwiye na Fiduciary: aho umurezi cyangwa umuvandimwe wa POA agura byimazeyo impinduka zunguka kubabyeyi bafite intege nke, bagahindura umutwaro wibimenyetso kuri barumuna kugirango bagaragaze ko kwimurwa bitarangwamo ingaruka mbi.


Kuyobora


Inkomoko nubuyobozi

  • ** Komisiyo ishinzwe amategeko ahuriweho (Amerika): ** * Amategeko agenga ibibazo (UPC) Igice cya 2-516, 3-203, 3-611, 3-701, 3-706, na 6-212 *; na * Kode imwe yo kwizerana (UTC) Ibice 706, 802, 809, 810, 813, na 1001-1004 *.
  • ** Kode ya Leta ishinzwe & Kode (Amerika): ** * Igice cya 850, 859, 8001, 8200, 8800, 10950, 16004.5, na 16061.7 *; * New York SCPA Ibice 1401, 2103, na 2205 *; * Sitati ya Florida Igice cya 732.901 na 733.504 *; na * Texas Igena Kode Ibice 252.201 na 309.051 *.
  • ** Ishuri Rikuru ry’amategeko muri Amerika (Amerika): ** * Kugarura (Icya gatatu) cyizere Ibice 76, 78, 82, 83, na 100 (Amafaranga yo kwishyura Fiduciary hamwe nubukode bwakazi) *.
  • ** HMCTS (UK), Inkiko Zisumbuye zo mu Ntara (Kanada), & Inkiko Nkuru za Leta (Ositaraliya): ** * Itegeko ry’Inkiko Nkuru 1981 Igice cya 123 & Ubuyobozi bw’imitungo 1925 Igice cya 25 (UK) *; * Ontario Estates Itegeko Igice cya 9 & BC WESA (Kanada) *; na * NSW Itegeko rishinzwe ibibazo no kuyobora 1898 Igice cya 85 (Ositaraliya) *.