Is it at all possible to sell a house “with the appurtenances: TO HAVE AND TO HOLD the same unto … her heirs and assigns forever
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Answered on September 15, 2023
I'm not certain that I understand your question, but I think I do. The "heirs and assigns" language doesn't mean that the heirs of the current...
Why is my sibling (executor) asking me to sign a release of liability and refusing to show accounting sheets to me (beneficiary)
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Answered on July 19, 2023
Your question doesn't indicate whether you are a beneficiary of your grandmother's estate, or if you are just buying the house from an estate which...
How can I find someone to file inheritance tax form for me?
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Answered on July 19, 2023
Most Estate Planning and Administration attorneys can prepare the return for you, or you can see if you have access to an accountant with...
How do I remove my mother in law from my deed?
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Answered on July 18, 2023
My condolences on your loss.
Changing title can require a new Deed, but it may not be mandatory. For example, if you owned it jointly with rights...
On PA REV 516 Form, It asks for Percent Taxable for each beneficiary. What do I need to enter there for each beneficiary?
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Answered on July 18, 2023
My condolences on your loss.
That field is asking how much of the specific account is going to that beneficiary. For example, if there are two...
Is it correct that PA I will need to submit an Inheritance Tax Waiver form for jointly held accounts ?
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Answered on July 18, 2023
My condolences on your loss. Some institutions require the waiver, and others let it slide. They are not uniform in their enforcement of this item....
Can I have money in my Checking and a CD without a nursing home attaching this money?
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Answered on July 18, 2023
I'm sorry to hear that your hands are so full at home; I'm sure that this is a difficult time. There are strategies which can be used to increase...
. Should I remove my husband’s name from a joint checking account that is in a trust?
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Answered on June 16, 2023
My condolences on your loss. I tend to recommend that you leave the account as-is for several months so that if you receive any post-death checks...
How does inheritance affect my eligibility for hud housing?
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Answered on June 14, 2023
My understanding has been that the HUD Section 8 rental program doesn't have an 'asset' test (what you own) but an 'income' test (what income do...
Inheritance being held from my Son.
Mark's answer
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Answered on June 14, 2023
The Trustee is generally obligated to share reasonable information with the beneficiaries. That doesn't mean that they have to give in to every...
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