Are annuities outside of probate subject to inheritance tax?
Hello ... Annuities ares subject to the Pa Inheritance Tax. A bigger issue become the Tax Clause in the Will (especially with sizable...
Wayne, PA
Probate Lawyer at Wayne, PA
Practice Areas: Probate, Wills & Living Wills, Power Of Attorney
Hello ... Annuities ares subject to the Pa Inheritance Tax. A bigger issue become the Tax Clause in the Will (especially with sizable...
Hello ... There is not set amount - various items are looked at, but the only requirement is that it be reasonable. I would suggest you consult...
Hello, As I read your question, I am not quite sure of who the recipient is here. Regardless, 3 years is an extremely long time (without...
Hello ... Unfortunately, you have to probate a Will in the State and County where the decedent was "domiciled." The term "domicile" is very...
Hello. It appears to me - unless I misread your question - that you (alone) are the beneficiary of his 401(k). That means it is yours now. The...
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Hello ... I would suggest you seek out the counsel of an experienced estates and probate attorney quickly. Although your question is short, a...
Hello ... All I needed to see was "two (2) brothers are executors" and "the same two (2) are co-owners of your mom's house" ... I would...
Hello ... My condolences ... From your facts, it appears that you do not need to Probate his Will, but - 99% of the time, it is always...
... Hello ... As the Executrix, I would advise that - going forward - you document everything in letter format and send by mail. Texting won't...
Hello ... Yes - by all means. Any new (relevant) facts revealed later may be reflected in an amended Death Certificate. Good luck ... John