Question 1

The requirements for a bond and surety vary from state to state.

Accepted Answer

A) True 
 B)False

Question 2

The court may require the subscribing witnesses to testify in court to all of the following EXCEPT:

Accepted Answer

A) That a self-proved will is valid 
B) That they knew the testator and that he or she was legally capable and competent 
C) That they watched the testator sign the will 
D) That the testator declared the document to be the will 
A) That a self-proved will is valid 
B) That they knew the testator and that he or she was legally capable and competent 
C) That they watched the testator sign the will 
D) That the testator declared the document to be the will

Question 3

A personal representative appointed temporarily by a probate court to handle certain immediate needs of an 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 4

Certified copies of the Letters Testamentary or Letters of Administration are needed to do all of the following EXCEPT:

Accepted Answer

A) Obtain the Letters of Authority 
B) Open the decedent's safe deposit box 
C) Withdraw money from existing savings accounts of the decedent 
D) Open an account in the name of the estate 
A) Obtain the Letters of Authority 
B) Open the decedent's safe deposit box 
C) Withdraw money from existing savings accounts of the decedent 
D) Open an account in the name of the estate

Question 5

A list made by an executor or administrator of an estate that includes all estate assets that he or she has collected as well as all receipts and disbursements

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 6

During the family conference,the paralegal or the supervising attorney should:

Accepted Answer

A) Discuss the need for appointing fiduciaries 
B) Assume no family members were owed a debt by the deceased 
C) Provide family members with the names of the deceased's financial advisers 
D) Provide family members with a list of personal debts 
A) Discuss the need for appointing fiduciaries 
B) Assume no family members were owed a debt by the deceased 
C) Provide family members with the names of the deceased's financial advisers 
D) Provide family members with a list of personal debts

Question 7

Property in joint tenancy is a probate asset and should be included in the list of assets subject to probate.

Accepted Answer

A) True 
 B)False

Question 8

A court order admitting a will as valid and authorizing the executor named in the will to handle the administration of 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 9

Which is NOT performed by an ancillary administrator?

Accepted Answer

A) Providing a petition to prove the will 
B) Collecting assets in a foreign state 
C) Paying any creditors in a foreign state 
D) Transferring the balance of the estate to the domiciliary representative 
A) Providing a petition to prove the will 
B) Collecting assets in a foreign state 
C) Paying any creditors in a foreign state 
D) Transferring the balance of the estate to the domiciliary representative

Question 10

Which is NOT a duty of the personal representative in closing the estate after the distribution of assets?

Accepted Answer

A) Paying the law firm's fee 
B) Signing and filing a petition for settlement and distribution 
C) Proving that the remaining assets of the estate have been distributed 
D) Submitting a final account that contains a list of all assets collected 
A) Paying the law firm's fee 
B) Signing and filing a petition for settlement and distribution 
C) Proving that the remaining assets of the estate have been distributed 
D) Submitting a final account that contains a list of all assets collected

Question 11

A person appointed by the court to oversee the administration of a decedent's estate that is located in a foreign state

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

The requirements for a bond and surety vary from state to state.

The court may require the subscribing witnesses to testify in court to all of the following EXCEPT:

A personal representative appointed temporarily by a probate court to handle certain immediate needs of an estate

Certified copies of the Letters Testamentary or Letters of Administration are needed to do all of the following EXCEPT:

A list made by an executor or administrator of an estate that includes all estate assets that he or she has collected as well as all receipts and disbursements

During the family conference,the paralegal or the supervising attorney should:

Property in joint tenancy is a probate asset and should be included in the list of assets subject to probate.

A court order admitting a will as valid and authorizing the executor named in the will to handle the administration of the decedent's estate

Which is NOT performed by an ancillary administrator?

Which is NOT a duty of the personal representative in closing the estate after the distribution of assets?

A person appointed by the court to oversee the administration of a decedent's estate that is located in a foreign state

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

The requirements for a bond and surety vary from state to state.

The court may require the subscribing witnesses to testify in court to all of the following EXCEPT:

A personal representative appointed temporarily by a probate court to handle certain immediate needs of an estate

Certified copies of the Letters Testamentary or Letters of Administration are needed to do all of the following EXCEPT:

A list made by an executor or administrator of an estate that includes all estate assets that he or she has collected as well as all receipts and disbursements

During the family conference,the paralegal or the supervising attorney should:

Property in joint tenancy is a probate asset and should be included in the list of assets subject to probate.

A court order admitting a will as valid and authorizing the executor named in the will to handle the administration of the decedent's estate

Which is NOT performed by an ancillary administrator?

Which is NOT a duty of the personal representative in closing the estate after the distribution of assets?

A person appointed by the court to oversee the administration of a decedent's estate that is located in a foreign state

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