Archived
Does a will have to be filed in a texas county probate court first, notorized or not in order to be valid?
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Answered on December 10, 2013
In order to be valid a will has to be admitted to probate. The person in possession of a will can be compelled to produce it.
Archived
For the purposes of financial accounts and insurance policies, are step-daughters considered "legal living children"?
Steven's answer
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Answered on December 09, 2013
I agree with Mr. Pippen.
Archived
My husbands grandpa passed, leaving a LI policy split for his 4 grandchildren. The executor is making excuses to not send the $
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Answered on December 09, 2013
I agree with Mr. Weatherby and could not add much more!
Archived
Do i pay inheritance tax on stock owned by myself and mother which was sold 2 months before she died. the stock was in jt-ten.
Steven's answer
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Answered on December 09, 2013
Probably yes. Transfers within 1 year of death are generally taxable for PA inheritance tax purposes. But since it was joint for so long, only...
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IRS Form 1023 501c3 exemption processing
Steven's answer
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Answered on December 06, 2013
I've seen it take 3 months or up to a year or more. It really depends on the workload and the complexity of the application. Try to develop a...
Archived
Repayment of an advance on inheritance
Steven's answer
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Answered on December 06, 2013
Why would the money go back? Usually if a beneficiary survives the decedent the inheritance has vested and it goes to the beneficiary or the...
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My dad died in 2000 leaving me sole heir in his will. Not knowing about probate I never filed. Am I in trouble?
Steven's answer
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Answered on December 06, 2013
I don't practice in Indiana, but in most states including where I practice, there is a procedure if the date of death is too long ago to basically...
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What is involved (expense and complexity) to purchase my home in a trust. What would be the benefits of doing this?
Steven's answer
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Answered on December 06, 2013
Depends on what type of trust you are talking about. Many people these days who have revocable living trusts as their main form of estate...
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What forms need to be filled out in order to file to have an executor removed from a will as he is doing wrong things
Steven's answer
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Answered on December 05, 2013
You need to petition for an accounting and removal. You can try to do it yourself...but do you do all your own plumbing, or work on your own, do...
Archived
Can a deceased parent's will dictate what happens to a daughter's inherited house if the daughter had no will and no trust.
Steven's answer
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Answered on December 05, 2013
More detail is needed but it sounds as though the parents created (or tired to create) a life estate. That is where the daugther gets to live in...
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