If a Trustee refuses to provide an accounting of the Trust and is no longer communicating with us, what can we do?
Mark's answer
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Answered on January 25, 2019
There are too many variables for anyone to provide an answer online. You likely can still compel a formal accounting despite the waiver, since...
Archived
Should bank accounts be put in a Living Trust? Why or Why not?
Mark's answer
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Answered on January 25, 2019
The POD designation can be a satisfactory approach to planning for such accounts, provided that it achieves the desired goals. Trust assets are...
How can I cash an insurance check made out to the estate of my father?
Mark's answer
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Answered on January 25, 2019
Depending upon the circumstances, you may be able to get them to reissue the check to a family member as described in 20 Pa.C.S. 3101 (d). see:...
Archived
DO we have to have taxes current to sell our deceased mothers home??
Mark's answer
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Answered on January 25, 2019
Not ordinarily. The taxes will be deducted from the sales proceeds otherwise due to you at closing, and paid directly to the tax authorities so...
Archived
Will I, heir niece to deceased-be banished from my great uncles estate by letting my other heir uncle take over as administer ?
Mark's answer
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Answered on December 10, 2018
In a well-functioning family, renunciation is often used to make estate administration easier. Having one person lead the process through probate...
Archived
Can a female adult and female child share a bedroom and have separate beds ?
Mark's answer
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Answered on December 10, 2018
I'm going to let people more experienced than me in this area chime in, but since this appeared on my question feed, I might suggest that you...
How do I stop being POA for a mentally challenged relative?
Mark's answer
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Answered on December 10, 2018
You are permitted to resign as power of attorney by telling the Principal (i.e. the person who appointed you), which should be done in writing....
Archived
What is the process for filing a short certificate of estate in Pittsburgh, PA
Mark's answer
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Answered on December 10, 2018
You file a Petition for Probate with the Register of Wills in the county where your mother resided. Keep in mind, however, that once you open...
What happens, besides the closing company to continue holding money in escrow, if I refuse to pay an inheritance tax?
Mark's answer
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Answered on December 10, 2018
The Dept of Revenue will nag the Executor (attorney) to get a return filed. In the meantime, there interest on the tax due, starting 9 months after...
Is it possible to dissolve an irrevocable trust in PA.?
Mark's answer
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Answered on December 10, 2018
Pennsylvania law does have law which can support terminating an Irrevocable Trust if the Grantor who set up the trust and the Beneficiaries all...
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