Question about Mom's estate.

Hello ... I am sorry you are experiencing this. It appears - by your wording - that Mom did not want this to be the situation. But it...

Is it common practice (or not) to consider the beneficiaries' tax brackets when disbursing funds from an estate?

Hello ... No. The Executor's job is to abide by the rules of Pa Estate Administration and the Oath that was taken. Nowhere does it say that...

If the testator bequest a real property to one child and that child predecease. Does the issue of that child take the gift.

Hello ... PA's Anti-Lapse Statute, 20 Pa. C.S. § 2514, would probably save it from lapsing. However, and with everything here, please follow...

No - as long as you two agree on what is going on with your arrangement. Good luck ... John

... Hello ... Your question is somewhat confusing - if you need the money and your son has Power of Attorney over your finances, you can take...

Who pays the utilities, taxes, insurance, etc. on a house before it is transferred to the beneficiary in a will?

Hello ... The house was left to your husband. The house comes attached with all of its bills (everything you mentioned). I agree - despite...

As executor of a will, do I need to appear in person to begin the probate process if I live in another state?

My condolences ... Yes. John ~ ~ ~ John B. Whalen, Jr., J.D., LL.M. is an AV Peer Review Attorney and Counselor at Law, is listed in...

In Pennsylvania can executors charge fees for questions from beneficiaries and providing them with accounting records?

Hello The Executor is obligated (no questions!) to provide this information to the beneficiaries. Despite the fact that he is taking an...

If your brother and sister want to be executors, they must go and be sworn in (takes 5 minutes). If they signs renunciation, you would probably...

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My sister & I were designated co-executors of my mothers estate. We signed a formal waiver declining our executor's fee, without

Hello ... for whom did you sign this formal waiver? ... another beneficiary? ... the court does not do that ... and if it was for another person...