Questions answered by Edward Joseph Smeltzer II

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What is the proper way to structure a purchase/refinance between the guarantor and the trustee of an irrevocable trust?

Edward's answer | Answered on October 12, 2009

Your facts seem quite involved but it seems to me that the property in question is in an irrevocable trust and is therefore subject to the terms of...

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The Casino who sent in incorrect info to the IRS regarding what received and what they received now ask for copies of our wins

Edward's answer | Answered on October 12, 2009

I would think that your best chance for resolving this matter without going to Court would be to work with the Casino to hopefully resolve whatever...

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A Casino reported winnings to IRS that we did not receive. Now the IRS wants us to pay taxes. What should we do?

Edward's answer | Answered on October 06, 2009

See the article at http://www.casinogaming.com/features/taxlaws.html. This may show you why you and the Casion are calculating winnings...

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I there any reaon for me to probate my late husbnd's estate?

Edward's answer | Answered on October 06, 2009

Certain expenses you may have incurred may have priority over your husband's debts so you may be entitled to the funds in his account. For example...

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Can you switch your power of attorney, doctor, and lawyer without telling the one you have now, or your first lawyer?

Edward's answer | Answered on October 05, 2009

While you can change doctors and lawyers without notifying the prior for reasons discussed in other posts I wouldn't advise it. As for the Power...

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Do I need to give my SSN and DOB to relinquish my inheritance in another country?

Edward's answer | Answered on October 05, 2009

I'd be hesitant to give the SSN without more of an understanding as to why its needed. You're bigger issue may be that as US citizens you are...

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Can I be maneuvered out of my half of a simple 50/50 split will?

Edward's answer | Answered on October 05, 2009

While I don't think its likely that you could be tricked out of your share of the inheritance if you are uncomfortable with what's going on hire...

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PA probate, will states single beneficiary and no creditors to file claims.

Edward's answer | Answered on October 05, 2009

While the time frame seems reasonable (given that you likely won't file the inheritance taxes until they are due and it will take several months...

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Does spouse recieve all assets if there is no will?

Edward's answer | Answered on October 01, 2009

If she was added to the deed the exact nature of her rights cannot be known without reviewing the precise language of the deed. Typically any deed...

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My aunt was POA for my grandfather, about a year ago, she put half of his house in her name.

Edward's answer | Answered on October 01, 2009

It depends on the wording of the deed that was done to transfer the house originally. If the deed current read aunt and grandfather as joint...

Edward Joseph Smeltzer II's Answers (628)

What is the proper way to structure a purchase/refinance between the guarantor and the trustee of an irrevocable trust?

The Casino who sent in incorrect info to the IRS regarding what received and what they received now ask for copies of our wins

A Casino reported winnings to IRS that we did not receive. Now the IRS wants us to pay taxes. What should we do?

I there any reaon for me to probate my late husbnd's estate?

Can you switch your power of attorney, doctor, and lawyer without telling the one you have now, or your first lawyer?

Do I need to give my SSN and DOB to relinquish my inheritance in another country?

Can I be maneuvered out of my half of a simple 50/50 split will?

PA probate, will states single beneficiary and no creditors to file claims.

Does spouse recieve all assets if there is no will?

My aunt was POA for my grandfather, about a year ago, she put half of his house in her name.