Is there a list of legal, and or acceptable deductions to be made against the gross value of the estate.
I assume you are referring to the PA inheritance tax return? The instructions to the REV 1500 are pretty helpful.
Philadelphia, PA
Estate planning Lawyer at Philadelphia, PA
Practice Areas: Estate Planning, Probate ... +6 more
I assume you are referring to the PA inheritance tax return? The instructions to the REV 1500 are pretty helpful.
You don't say how the account is titled - I get the impression it was all left to you via non-probate means (outside the will)? If it is in his...
I agree with the other attorneys that you can do this, but it may not be the only way to address things. It is obviously very important to make...
Assuming you have a valid POA and the bank reviews it AND it is effective then you should not have a problem. Typically the bank will review the...
If you are taking this type of action the first thing I would tell you to do is seek the advice of an attorney. You really can't get advice of this...
It is possible to get a court order that allows a schedule for who takes the dependent exemptions. Otherwise you have to follow the IRS rules -...
You may be able to do that, but there might be easier ways to accomplish the same goal - for example setting up trusts for them that would be...
Fraud, theft/theft by deception if she acts on it using money for herself. You are probably more likely to get further by reporting elder abuse to...
Call the IRS and ask for your account transcript. If they are already levying you they already know where you are and where you work/bank.
I think my answer falls between the other two attorneys. I find no contest clauses very common and use them quite often. The key issue is that...