Can I use an obituary from the funeral home with my name on it as the deceased sister to gain access to her apt.
Robert's answer
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Answered on September 24, 2020
It's really up to the apartment manager. I would hope that the manager would be reasonable and based on the obituary and your identification, he...
Do my nephew and I both inherit my brother's estate, or just me?
Robert's answer
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Answered on September 24, 2020
Yes, your nephew, the son of your deceased sister, would inherit the share that would have gone to his mother. You should engage an experienced...
What do I need to do after my father passed away and I am trying to sell his properties out of state?
Robert's answer
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Answered on September 24, 2020
You need to consult an experienced probate and estates attorney in the Philadlpehia area right away. You need to be appointed as the executor (if...
With a trust, how can i get financials from executor, when they seem to not want to give up?
Robert's answer
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Answered on August 18, 2020
Yes, you can certainly request that the Trustee give you copies of the tax returns. When the Executor closed out the Estate, did she have you sign...
HHow can I get the financial records of my mothers estate if the executor won't give them to me?
Robert's answer
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Answered on August 11, 2020
Your question mentions "yearly" copies of financial records. Normally, an Estate would be over within two years. Is it possible your mother left...
In PA when do I check off no exceptions on my petition for grant of letters?
Robert's answer
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Answered on May 20, 2020
You check off no exceptions if after the date of the Will the decedent did not marry, was not divorced, was not a party to a pending divorce, did...
Irrevocable trust bank account?
Robert's answer
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Answered on April 27, 2020
If the real estate assets are already titled in the name of the irrevocable trust and there is going to be a cash distribution to you outside of...
In PA as a beneficiary in an estate am I entitled to get a copy of the PA Inheritance Tax forms that were filed?
Robert's answer
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Answered on April 02, 2020
I have moved this question to Probate; that’s the more appropriate practice area. As a beneficiary you are definitely legally entitled to a copy...
If I am an out-of-state executor to a PA will and I am unable to travel. Is there a way I can still be the executor?
Robert's answer
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Answered on March 20, 2020
Since you are out-of-state and unable to travel, I would not recommend that you serve as Executor of a PA estate. The first problem will be...
Do I need to report this on the PA inheritance tax form and if so, where?
Robert's answer
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Answered on March 15, 2020
I have changed the practice area to Probate. If the record date on the dividend was after death, then it would not be included on the PA...
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