Archived
What documents are all needed to settle an estate under a revocable trust with the grantor's SSN and the grantor has passed.
Steven's answer
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Answered on July 12, 2016
The settlement of an estate and/or trust involves a number of steps and varying levels of complexity. It can be very simple and it can also be...
Archived
How much inheritance will I actually receive?
Steven's answer
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Answered on July 09, 2016
This cannot be determined from the information given and it is not the role of this forum to answer your specific questions so you probably need to...
Archived
Due we have reason to remove the executor
Steven's answer
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Answered on July 08, 2016
You have a number of issues here. In general the executor is entitled to representation. They are entitled to change representation. The...
Archived
My dad died Feb 11th 2016. He was remarried I was never notified of a will or if he even had one she refuses to help me
Steven's answer
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Answered on July 08, 2016
If the will has been probated, you can get a copy of the file from the Surrogate of the county. If you do not find information there or need more...
Archived
If somebody has power of attorney for can they use the money in that account on them self
Steven's answer
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Answered on July 07, 2016
Short answer is no. A person who is an agent for a principal (i.e., your mother) is what is called a "fiduciary". This means they are held to the...
Archived
Can you challenge a spouse as next of kin in pennsylvania?
Steven's answer
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Answered on July 07, 2016
I'm not specifically familiar with this issue in this context but my guess would be that this would make the small estate procedure unworkable or...
Archived
What rights do I have to ensure a mentally handicapped relative is properly cared for?
Steven's answer
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Answered on July 07, 2016
Mr. Yeager gave you a good answer. Assuming she does not have the capacity to sign a power of attorney a petition/application for guardianship /...
Archived
Reasons to obtain a probate attorney?
Steven's answer
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Answered on July 06, 2016
There are a number of steps involved in settling an estate and the complexity can vary greatly depending on the assets involved, the disposition of...
Archived
In PA what is the liability of a beneficiary of an "In Trust For" bank account when the probate assets of the deceased is zero?
Steven's answer
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Answered on July 05, 2016
As was mentioned- the ITF beneficiary may not be liabile for estate debts. However they would have to pay PA inheritance tax.
Archived
How come it is legal for married people to pay a different Federal income tax than single people?
Steven's answer
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Answered on July 03, 2016
Because Congress passed the Internal Revenue Code and the constitutionality of that particular law has not been successfully challenged. There is...