Question 1

Which is a legal obligation of financial institutions with which the decedent did business?

Accepted Answer

A) To close any demand accounts held by the decedent 
B) To encourage those who hold accounts with the decedent to withdraw funds to avoid death taxes 
C) To cancel all credit card debts 
D) To present safe deposit box contents whenever requested 
A) To close any demand accounts held by the decedent 
B) To encourage those who hold accounts with the decedent to withdraw funds to avoid death taxes 
C) To cancel all credit card debts 
D) To present safe deposit box contents whenever requested A

Question 2

A public official appointed by the court to administer the property of an intestate who has left no person entitled to apply for appointment as personal representative and Letters of Administration

Accepted Answer

A)  special administrator 
B)  administrator cum testamento annexo 
C)  administrator de bonis non 
D)  public administrator 
E)  ancillary administrator
F) Letters Testamentary
G) Letters of Administration
H) surety bond
I) Decree of Distribution
J) final account
K) disclaimer 
A)  special administrator 
B)  administrator cum testamento annexo 
C)  administrator de bonis non 
D)  public administrator 
E)  ancillary administrator
F) Letters Testamentary
G) Letters of Administration
H) surety bond
I) Decree of Distribution
J) final account
K) disclaimer D

Question 3

A petition filed with the court by a beneficiary who wishes to surrender any interest in a will

Accepted Answer

A)  special administrator 
B)  administrator cum testamento annexo 
C)  administrator de bonis non 
D)  public administrator 
E)  ancillary administrator
F) Letters Testamentary
G) Letters of Administration
H) surety bond
I) Decree of Distribution
J) final account
K) disclaimer 
A)  special administrator 
B)  administrator cum testamento annexo 
C)  administrator de bonis non 
D)  public administrator 
E)  ancillary administrator
F) Letters Testamentary
G) Letters of Administration
H) surety bond
I) Decree of Distribution
J) final account
K) disclaimer K

Question 4

A personal representative appointed by the court when a will maker does not name an executor or the named executor cannot serve

Accepted Answer

A)  special administrator 
B)  administrator cum testamento annexo 
C)  administrator de bonis non 
D)  public administrator 
E)  ancillary administrator
F) Letters Testamentary
G) Letters of Administration
H) surety bond
I) Decree of Distribution
J) final account
K) disclaimer 
A)  special administrator 
B)  administrator cum testamento annexo 
C)  administrator de bonis non 
D)  public administrator 
E)  ancillary administrator
F) Letters Testamentary
G) Letters of Administration
H) surety bond
I) Decree of Distribution
J) final account
K) disclaimer

Question 5

A paralegal working with a personal representative might be responsible for all of the following EXCEPT:

Accepted Answer

A) Providing certified copies of the death certificate to the funeral director 
B) Notifying appropriate parties of the decedent's death 
C) Searching for and obtaining the will and other personal business records 
D) Setting a date for the family conference 
A) Providing certified copies of the death certificate to the funeral director 
B) Notifying appropriate parties of the decedent's death 
C) Searching for and obtaining the will and other personal business records 
D) Setting a date for the family conference

Question 6

A personal representative appointed by the court when a previous personal representative begins but fails to complete administration

Accepted Answer

A)  special administrator 
B)  administrator cum testamento annexo 
C)  administrator de bonis non 
D)  public administrator 
E)  ancillary administrator
F) Letters Testamentary
G) Letters of Administration
H) surety bond
I) Decree of Distribution
J) final account
K) disclaimer 
A)  special administrator 
B)  administrator cum testamento annexo 
C)  administrator de bonis non 
D)  public administrator 
E)  ancillary administrator
F) Letters Testamentary
G) Letters of Administration
H) surety bond
I) Decree of Distribution
J) final account
K) disclaimer

Question 7

Letters of Authority must be presented to have the decedent's mail forwarded to the personal representative.

Accepted Answer

A) True 
 B)False

Question 8

Only family members should be invited to the family conference.

Accepted Answer

A) True 
 B)False

Question 9

A certificate in which an individual or corporation promises to pay the probate court a certain amount of money if the personal representative fails to faithfully perform the duties of administering the decedent's estate

Accepted Answer

A)  special administrator 
B)  administrator cum testamento annexo 
C)  administrator de bonis non 
D)  public administrator 
E)  ancillary administrator
F) Letters Testamentary
G) Letters of Administration
H) surety bond
I) Decree of Distribution
J) final account
K) disclaimer 
A)  special administrator 
B)  administrator cum testamento annexo 
C)  administrator de bonis non 
D)  public administrator 
E)  ancillary administrator
F) Letters Testamentary
G) Letters of Administration
H) surety bond
I) Decree of Distribution
J) final account
K) disclaimer

Question 10

The personal representative will generally NOT need to file a bond if:

Accepted Answer

A) A corporation is appointed personal representative 
B) There is no will 
C) The testator requested a bond in the will 
D) A bond is required by state statute 
A) A corporation is appointed personal representative 
B) There is no will 
C) The testator requested a bond in the will 
D) A bond is required by state statute

Question 11

Witnesses to a will must appear in court to testify to the validity of the will.

Accepted Answer

A) True 
 B)False

Question 12

During the family conference,the paralegal should ask whether the decedent made any advancements to any beneficiaries or heirs.

Accepted Answer

A) True 
 B)False

Question 13

When a will has been discovered,copies of the will should be prepared for the beneficiaries and devisees.

Accepted Answer

A) True 
 B)False

Question 14

A court order appointing an administrator of an estate when the decedent died intestate

Accepted Answer

A)  special administrator 
B)  administrator cum testamento annexo 
C)  administrator de bonis non 
D)  public administrator 
E)  ancillary administrator
F) Letters Testamentary
G) Letters of Administration
H) surety bond
I) Decree of Distribution
J) final account
K) disclaimer 
A)  special administrator 
B)  administrator cum testamento annexo 
C)  administrator de bonis non 
D)  public administrator 
E)  ancillary administrator
F) Letters Testamentary
G) Letters of Administration
H) surety bond
I) Decree of Distribution
J) final account
K) disclaimer

Question 15

What would cause a person applying for Letters Testamentary to be deemed unsuitable?

Accepted Answer

A) Being a minor 
B) Residency in the domiciliary state 
C) A misdemeanor record 
D) No history of mental illness 
A) Being a minor 
B) Residency in the domiciliary state 
C) A misdemeanor record 
D) No history of mental illness

Question 16

The attorney is likely to be called in to assist in sorting out a decedent's estate before the funeral arrangements are complete.

Accepted Answer

A) True 
 B)False

Question 17

The personal representative is responsible for discovering,collecting,and preserving all probate assets of any value.

Accepted Answer

A) True 
 B)False

Question 18

While in the process of administering the estate of his deceased brother,Larry,John also died,and his sister,Sue,having been appointed the new personal representative,is now the:

Accepted Answer

A) Administratrix de bonis non 
B) Public administratrix 
C) Administratrix cum testamento annexo 
D) Special administratrix 
A) Administratrix de bonis non 
B) Public administratrix 
C) Administratrix cum testamento annexo 
D) Special administratrix

Question 19

A court order recognizing that all allowed claims and expenses of an estate have been paid and that all heirs are named and the share of the decedent's property to which they are entitled is listed

Accepted Answer

A)  special administrator 
B)  administrator cum testamento annexo 
C)  administrator de bonis non 
D)  public administrator 
E)  ancillary administrator
F) Letters Testamentary
G) Letters of Administration
H) surety bond
I) Decree of Distribution
J) final account
K) disclaimer 
A)  special administrator 
B)  administrator cum testamento annexo 
C)  administrator de bonis non 
D)  public administrator 
E)  ancillary administrator
F) Letters Testamentary
G) Letters of Administration
H) surety bond
I) Decree of Distribution
J) final account
K) disclaimer

Question 20

Court judges are prohibited from being personal representatives.

Accepted Answer

A) True 
 B)False

Which is a legal obligation of financial institutions with which the decedent did business?

A public official appointed by the court to administer the property of an intestate who has left no person entitled to apply for appointment as personal representative and Letters of Administration

A petition filed with the court by a beneficiary who wishes to surrender any interest in a will

A personal representative appointed by the court when a will maker does not name an executor or the named executor cannot serve

A paralegal working with a personal representative might be responsible for all of the following EXCEPT:

A personal representative appointed by the court when a previous personal representative begins but fails to complete administration

Letters of Authority must be presented to have the decedent's mail forwarded to the personal representative.

Only family members should be invited to the family conference.

A certificate in which an individual or corporation promises to pay the probate court a certain amount of money if the personal representative fails to faithfully perform the duties of administering the decedent's estate

The personal representative will generally NOT need to file a bond if:

Witnesses to a will must appear in court to testify to the validity of the will.

During the family conference,the paralegal should ask whether the decedent made any advancements to any beneficiaries or heirs.

When a will has been discovered,copies of the will should be prepared for the beneficiaries and devisees.

A court order appointing an administrator of an estate when the decedent died intestate

What would cause a person applying for Letters Testamentary to be deemed unsuitable?

The attorney is likely to be called in to assist in sorting out a decedent's estate before the funeral arrangements are complete.

The personal representative is responsible for discovering,collecting,and preserving all probate assets of any value.

While in the process of administering the estate of his deceased brother,Larry,John also died,and his sister,Sue,having been appointed the new personal representative,is now the:

A court order recognizing that all allowed claims and expenses of an estate have been paid and that all heirs are named and the share of the decedent's property to which they are entitled is listed

Court judges are prohibited from being personal representatives.

The Estate Plan and the Purpose and Need for a Will

The Concept of Property Related to Wills,trusts,and Estate Administration

The Participants and the Proper Court

The Law of Succession: Death Testate or Intestate

Wills Validity Requirements, modification, revocation, and Contests

Preparation to Draft a Will Checklists and the Conference With the Client

Final Draft and Execution of a Valid Will

Introduction to Trusts

Classification of Trusts, the Living Trust, and Other Special Trusts

Estate Planning

Long-Term Care

Probate and Estate Administration

Informal Probate Administration

Tax Considerations in the Administration of Estates

Ethical Principles Relevant to Practicing Paralegals and Legal Assistants

Filters

Exam 12: Personal Representatives: Types, pre-Probate Duties, and Appointment

Which is a legal obligation of financial institutions with which the decedent did business?

A public official appointed by the court to administer the property of an intestate who has left no person entitled to apply for appointment as personal representative and Letters of Administration

A petition filed with the court by a beneficiary who wishes to surrender any interest in a will

A personal representative appointed by the court when a will maker does not name an executor or the named executor cannot serve

A paralegal working with a personal representative might be responsible for all of the following EXCEPT:

A personal representative appointed by the court when a previous personal representative begins but fails to complete administration

Letters of Authority must be presented to have the decedent's mail forwarded to the personal representative.

Only family members should be invited to the family conference.

A certificate in which an individual or corporation promises to pay the probate court a certain amount of money if the personal representative fails to faithfully perform the duties of administering the decedent's estate

The personal representative will generally NOT need to file a bond if:

Witnesses to a will must appear in court to testify to the validity of the will.

During the family conference,the paralegal should ask whether the decedent made any advancements to any beneficiaries or heirs.

When a will has been discovered,copies of the will should be prepared for the beneficiaries and devisees.

A court order appointing an administrator of an estate when the decedent died intestate

What would cause a person applying for Letters Testamentary to be deemed unsuitable?

The attorney is likely to be called in to assist in sorting out a decedent's estate before the funeral arrangements are complete.

The personal representative is responsible for discovering,collecting,and preserving all probate assets of any value.

While in the process of administering the estate of his deceased brother,Larry,John also died,and his sister,Sue,having been appointed the new personal representative,is now the:

A court order recognizing that all allowed claims and expenses of an estate have been paid and that all heirs are named and the share of the decedent's property to which they are entitled is listed

Court judges are prohibited from being personal representatives.

The Estate Plan and the Purpose and Need for a Will

The Concept of Property Related to Wills,trusts,and Estate Administration

The Participants and the Proper Court

The Law of Succession: Death Testate or Intestate

Wills Validity Requirements, modification, revocation, and Contests

Preparation to Draft a Will Checklists and the Conference With the Client

Final Draft and Execution of a Valid Will

Introduction to Trusts

Classification of Trusts, the Living Trust, and Other Special Trusts

Estate Planning

Long-Term Care

Probate and Estate Administration

Informal Probate Administration

Tax Considerations in the Administration of Estates

Ethical Principles Relevant to Practicing Paralegals and Legal Assistants

Filters