Archived
What is the correct way to figure the inheritance tax on a set number of inherited monthly annuity payments?
Michael's answer
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Answered on April 29, 2016
If your mother inherited an annuity that her aunt had already annuitized over a term of term of years, then it appears that the valuation she...
Archived
Do I as her son need to pay inheritance tax on the money?
Michael's answer
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Answered on March 15, 2016
I agree with prior answers. One thing to look out for though is if this is a joint account with your mother you could get a notice from PA...
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