Steven M Zelinger’s Answers

Steven M Zelinger

Philadelphia Estate Planning Attorney.

Contributor Level 20
  1. What is the New Jersey estate tax rate?

    Answered over 1 year ago.

    1. Steven M Zelinger
    2. Lawrence A Friedman
    3. Joseph Michael Pankowski Jr
    4. Martin L Bearg
    4 lawyer answers

    It is a graduated rate. See page 10 of the NJ Estate Tax Return (Go to NJ Taxation website, Search for Form IT-Estate). It ranges from 4.8% to 16% depending on the amount of the estate. I certainly do not know enough about your situation to give a true and complete answer but if on your NJ estate tax return the taxable estate (after deductions, etc.) is 1,000,000 (this also assumes a single person no spouse or surviving spouse's taxable estate) the tax would be $33,200. The language...

    Selected as best answer

  2. Can someone sue me if they pushed my door open and cut themselves?

    Answered almost 2 years ago.

    1. Steven M Zelinger
    2. Kenneth Lee LaBore
    3. Matthew Louis Solomon
    4. Timothy Leo Bowden
    5. Robert H Johnson
    6. ···
    6 lawyer answers

    They can sue you. The question is can they win. Let the insurance company handle it, but if you want independent advice seek out an attorney who has defended lawsuits like this (probably one who is an "insurance defense" attorney)

    13 lawyers agreed with this answer

  3. Do I need a living will, or a will, or do i need to appoint a family member or friend for a power of attorney?

    Answered 11 months ago.

    1. Christopher Daniel Leroi
    2. David M. Rich
    3. Steven M Zelinger
    4. Kelly Scott Davis
    4 lawyer answers

    I agree that every living human being in this country (and others) should have basic estate planning documents. Some situations are more complex than others, but very basic documents are worth the investment.

    14 lawyers agreed with this answer

  4. Does the IRS share info with SSI at taxes season?

    Answered 11 months ago.

    1. Christopher Daniel Leroi
    2. Steven M Zelinger
    3. Kevin Matthew Sayed
    4. Raymond George Wigell
    5. Justin Eric Elder
    6. ···
    6 lawyer answers

    Yes. and all year.

    13 lawyers agreed with this answer

  5. How can i make sure astranged wife cant file tax return on childern

    Answered almost 2 years ago.

    1. Steven M Zelinger
    2. Christopher Michael Larson
    3. Daniel Lee O'Neil
    3 lawyer answers

    Well, you can't stop her from committing fraud. About all you can do is warn her and perhaps alert the IRS. If the kids ss# show up on your return and hers eventually the IRS will cross-match the returns and investigate. I would try to file your return as soon as you possibly can and make sure it is done right by using a CPA. This will be investigated so keep your documentation and paper trail.

    13 lawyers agreed with this answer

  6. Are Living Wills and Health POA legal if notarized/ witnessed as free hospital service? Any steps needed after that?

    Answered over 1 year ago.

    1. Steven M Zelinger
    2. Joseph Franklin Pippen Jr.
    3. Joseph Michael Pankowski Jr
    4. James P. Frederick
    5. William Thomas Schemmel
    6. ···
    6 lawyer answers

    If all formalities are followed under state law it should be, but you should still retain the services of an attorney to explain the details to you and no one can promise that a downloaded form will be honored when needed.

    12 lawyers agreed with this answer

    1 person marked this answer as helpful

  7. What happens to the house if father passed away and the house is owned by Father and son?

    Answered over 1 year ago.

    1. Steven M Zelinger
    2. Amanda Marie Cook
    3. Shawn B Alexander
    3 lawyer answers

    You should seek the advice of a probate attorney. If the house is joint tenants with right of survivorship, then the house would be owned now by the surviving joint tenant (you, from your description). If you can continue to pay the mortgage you should not have a problem (if there is a mortgage), if you cannot pay the mortgage perhaps you can refinance it. The if house is "Tenants in Common" the answer is different. As for his debts, the debts of his estate remain that and would not...

    Selected as best answer

  8. I live in CA and an Attorney firm in OR overpaid me as as a Living Trust Beneficiary. Now he wants me to send back that amount

    Answered about 2 years ago.

    1. Steven Matlin Greenwood
    2. Michael Raymond Daymude
    3. Steven M Zelinger
    4. Eric Jerome Gold
    4 lawyer answers

    The other attorneys are correct. You can't say: you made an honest mistake and now we have you by the you-know-whats and stick it to them. Also, you may have signed a release and refunding bond/agreement which obligated you to pay back any erroneous distribution.

    12 lawyers agreed with this answer

  9. Re: estates and wills Husband 74-- 2 adult children from a previous marriage, wife 65 -- no children

    Answered 6 months ago.

    1. Steven M Zelinger
    2. Marian Audrey Lindquist
    3. David Michael Goldman
    4. Carol Anne Johnson
    5. Judd Roy Bean II
    5 lawyer answers

    No. Not unless the will(s) say so. Once the assets are in the hands of the surviving spouse (and don't forget about non-probate assets (those assets not controlled by the will such as IRAs) unless there is some type of restriction (such as a QTIP trust) the person who owns it can give it away at death. Often times couples with previous marriage/previous children plan for these issues but they need to see an attorney. As you are obviously concerned about dad being older and dying first, he...

    11 lawyers agreed with this answer

  10. A person dies owning assets titled jointly with their spouse & wrongful death is filed, is probate required in Florida ?

    Answered 11 months ago.

    1. Pamela Thea Higer Polani
    2. Erskine Clark Rogers III
    3. Robert Jason De Groot
    4. Steven M Zelinger
    5. Thomas Robert Thompson
    6. ···
    7 lawyer answers

    He is correct. The wrongful death action is a cause of action on behalf of his estate and heirs. The fact that you have a joint house or joint bank accounts does not matter. The proceeds from any judgment or settlement have to be received into the estate. Note that I am not a FL attorney so this is just a general premise of law.

    11 lawyers agreed with this answer

We're ready to help. Contact us today.

610-550-9139