Questions answered by Peter L. Klenk

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A missing will and information on joint bank accounts and joint a CD.

Peter's answer | Answered on August 26, 2014

It sounds to me like Linda owned all her assets jointly with Bud, do unless you can prove that these were forged or that she was under undue...

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If I gift $14,000 to my son and die the following year, will that money be added back into my estate for tax purposes?

Peter's answer | Answered on August 26, 2014

Remember, the federal estate tax exemption is now $5M adjusted for inflation, so if your estate is less than $5M, these gifts no longer matter. ...

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Hi, My attorney contacted my Bank via letter and requested my financial information and the bank supplied my financial records

Peter's answer | Answered on August 25, 2014

Your attorney by simply being your attorney normally does not have the right to collect your data. If you gave the lawyer a permission letter, or...

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Is a will legal if it is just taken to a notary?

Peter's answer | Answered on August 18, 2014

Pennsylvania is in the minority of states that allow you to have a will without witnesses or a notary. That being said, if you have the correct...

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Senior life insurance with diabetes in new jersey. Most have denied it.

Peter's answer | Answered on August 18, 2014

You will find this difficult, as most insurance will require a medical exam, but if you are only looking for a small policy, some places (check out...

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If I signed at 20 yrs old a Durable Power of attorney for my parents to act as my agent, but my parents and the attorney

Peter's answer | Answered on August 18, 2014

If you were over 18 and competent when you signed the document, it is valid until you either die or when you revoke it. Revocation is easy, it can...

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How do I find the lawyer who has the will to someone's estate?

Peter's answer | Answered on August 17, 2014

Good answers, but if you don't have luck with any publication then all may hinge on how long ago the new attorney was retained. If it was only a...

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Withdrawing Sibling Funds from Estate Prior to Closure

Peter's answer | Answered on August 17, 2014

You have several potential taxes which you need to address, and that is the reason why it is a good idea for you to have either a Probate Attorney...

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Do I have a right to a percentage of property sold of mother and stepfather estate. After their deaths.

Peter's answer | Answered on August 14, 2014

What are the other things that were your mother's that they are selling? Under PA Intestacy Rules, if your mother dies married to someone who is...

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HI, HOW DO I INITIATE AN ESTATE IN PROBATE SINCE 1999, ITS IN MAINE AND WE LIVE IN PA. I WOULD LIKE TO FINALIZE IT.

Peter's answer | Answered on August 14, 2014

If the executor is still alive, you can also have a local attorney file a Petition for Accounting and to force a Schedule of Distribution....now...

Peter L. Klenk's Answers (615)

A missing will and information on joint bank accounts and joint a CD.

If I gift $14,000 to my son and die the following year, will that money be added back into my estate for tax purposes?

Hi, My attorney contacted my Bank via letter and requested my financial information and the bank supplied my financial records

Is a will legal if it is just taken to a notary?

Senior life insurance with diabetes in new jersey. Most have denied it.

If I signed at 20 yrs old a Durable Power of attorney for my parents to act as my agent, but my parents and the attorney

How do I find the lawyer who has the will to someone's estate?

Withdrawing Sibling Funds from Estate Prior to Closure

Do I have a right to a percentage of property sold of mother and stepfather estate. After their deaths.

HI, HOW DO I INITIATE AN ESTATE IN PROBATE SINCE 1999, ITS IN MAINE AND WE LIVE IN PA. I WOULD LIKE TO FINALIZE IT.