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In probate of an estate, which of the follow- ing is the last to receive payment, if any?

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Duration: 2:40

Question & Answer

Review the question and all answer choices

A

Holder of the second mortgage

The holder of the second mortgage is paid before taxes because mortgage holders have secured claims on the property, which take priority over tax claims in the payment hierarchy of probate.

B

Creditors

Creditors are paid before taxes because unsecured creditors have priority over tax claims in the statutory payment order during probate administration.

C

Heirs

Heirs are paid last only after all debts, taxes, and administrative expenses have been satisfied, making them the final recipients after the government's tax claim.

D

The government for taxes

Correct Answer

Why is this correct?

The government for taxes is paid last because tax claims are considered junior to most other claims in probate. Taxes are only paid after all secured debts, unsecured creditors, and administrative expenses have been satisfied from the estate assets.

Deep Analysis

AI-powered in-depth explanation of this concept

This probate payment hierarchy question tests your understanding of estate settlement priorities, which is crucial in real estate when dealing with inherited properties or distressed sales. The concept matters because real estate agents often encounter situations where property is part of an estate, and understanding payment order helps determine property value and potential marketability. The question asks who gets paid last in probate, requiring knowledge of the statutory payment order. The correct reasoning follows the statutory hierarchy: secured creditors (like mortgage holders) are paid first, followed by unsecured creditors, then administrative expenses, and finally taxes. Only after these obligations are satisfied do heirs receive their inheritance. This question is challenging because it tests precise knowledge of probate law, which often conflicts with common assumptions about who gets paid first. The connection to broader real estate knowledge involves understanding how liens and debts affect property value and title transfer during estate settlements.

Knowledge Background

Essential context and foundational knowledge

Probate is the legal process of administering a deceased person's estate. In California, as in most states, there's a specific statutory order for distributing estate assets. This order generally follows: 1) funeral expenses and administrative costs, 2) secured creditors like mortgage holders, 3) unsecured creditors, 4) tax claims, and 5) heirs and beneficiaries. This hierarchy exists to ensure that those who provided services or lent money to the deceased are paid before the estate assets are distributed to family members. Tax claims, while important, are typically considered junior to most other claims in the payment priority.

Memory Technique
acronym

F-C-T-H: First (Funeral/Admin costs), then Creditors, then Taxes, finally Heirs

Remember this acronym to recall the payment hierarchy in probate proceedings

Exam Tip

Remember that in probate, secured debts are paid first, then unsecured debts, then taxes, and finally heirs. Taxes are rarely the first priority despite their importance.

Real World Application

How this concept applies in actual real estate practice

A real estate agent lists a property owned by the estate of a deceased client. During negotiations, a buyer asks why the asking price seems low. The agent explains that the property must first satisfy the deceased's $200,000 mortgage, $50,000 in credit card debts, $30,000 in administrative costs, and $25,000 in back taxes before the heirs can receive any proceeds. This explains why the property is priced below market value - it must account for all these obligations before the heirs' equity is considered.

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