Archived
Is it normal to sign a notorized document before you receive your inheritance; stating that you already have received???
Steven's answer
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Answered on May 01, 2014
While I don't disagree with the other attorneys, sometimes the release will state "has received, or will receive" ... you may want exchange the...
Archived
We are looking at doing an amendment to our trust, a question regarding the term children came up, and lawful issue of the body.
Steven's answer
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Answered on April 30, 2014
I agree that you should be as explicit as possible. On another note I am surprised that just because your attorney retired you are considering...
Archived
The IRS sent me a notice about changes on my 2012 taxes, now i am getting billed $40,000 from them from money i didnt earn.
Steven's answer
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Answered on April 30, 2014
Depending on where you are in the process, you should see a tax attorney and appeal the assessment or audit. If you can prove this was improper...
I had my taxes prepared by h&r block. My refund was intercepted by the IRS. I was not aware this was happening prior to my taxes
Steven's answer
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Answered on April 30, 2014
Not to disspoint you but this is probably how this will go: You hired them to prepare your 2013 taxes. H&R (and any preparer for that matter) was...
Archived
If my mother has only a few stocks of little value, is it necessary to engage an attorney to probate her will?
Steven's answer
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Answered on April 30, 2014
Depends on the value of the estate. Pennsylvania has a small estate procedure. The attached link provides a good explanation.
You still have...
Archived
Gay Marriage and estate planning in South Carolina. Will South Carolina reject my Will if I married in NYC?
Steven's answer
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Answered on April 30, 2014
My first impression is simple: You can leave your estate to whomever you wish whether they are called your spouse or not, or whether that spouse is...
Archived
Question regarding PA Inheritance Tax
Steven's answer
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Answered on April 30, 2014
Very sorry for your situation as you go through a difficult time. Since your brother survived your father, his share of father's estate vested and...
Archived
Question about contesting a last-minute will change?
Steven's answer
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Answered on April 30, 2014
Certainly sounds fishy. The tough thing about these matters is proof - although if a beneficiary had been in place for so long and there was a...
Archived
My boyfriend was left an ira & life ins. from his brother in pa. pa wants him to pay taxes what happens if he doesnt pay he livs
Steven's answer
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Answered on April 30, 2014
If the decedent was a PA resident, his assets passing to his sibling are subject to PA inheritance tax. Does he have to pay? Yes. And it is a...
Archived
Can I be named the administrator of my late mother's estate without letters of renunciation from my father and brother?
Steven's answer
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Answered on April 30, 2014
If the closest heirs at law are the her surviving husband and your brother and they do not renounce you would have to file a Petition for Citation...