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What is the value of a deceased person's Estate necessary to trigger an Estate Tax Return and what are the filing deadlines?
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Answered on February 08, 2013
Mr. Herman-Giddes is 100% correct. I would strongly suggest hiring an attorney to help you handle the estate matters, especially for an estate of...
Archived
UTMA, Guardian Account or Trust?
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Answered on February 08, 2013
For that amount of money, a guardian account is probably sufficient, but keep in mind the child will gain full access at 18. You may be able to...
Archived
Is a surviving spouse entitled to an estate tax exemption for ALL properties left to her after her husband's death in N.C. ?
Steven's answer
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Answered on February 08, 2013
Yes.
Archived
How do we get copies of online line banking transactions done by our sister the POA/now trustee of our father's estate.
Steven's answer
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Answered on February 08, 2013
If she will not voluntarily provide the records you are seeking, you need to go to court. You need to hire an attorney to bring an action against...
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What happens with a probate case where a notice to creditors was never done, I get paid out as a beneficiary and spend it all?
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Answered on February 08, 2013
The agreement that is signed would typically require you to pay back any erroneous distributions which would give the estate the power to sue you...
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How would I get a copy of a will from A DECEASED RELATIVE?
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Answered on February 08, 2013
If the will was probated (meaning someone, probably the executor, took it to the county office where wills are handled (register of wills)) it...
If a POA closes a bank account after the death of a Person doesn't the money have to be listed in the estate inventory since it
Steven's answer
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Answered on February 08, 2013
You are correct. If the account was solely owned by one individual, who had a POA while they were alive, the POA ends at death and the account...
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When beneficiaries inherit real estate, decide to sell the property and keep the money, must they all pay capital gains tax?
Steven's answer
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Answered on February 08, 2013
The short answer to that question is yes. However, if you receive the real estate as a result of it passing to you and your siblings at death you...
Archived
Trying to obtain deceased mother's medical records. She died with no assets/no debts and without a will.
Steven's answer
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Answered on February 07, 2013
You need to be named the personal representative of the estate to obtain the records. This is not as daunting as you might expect. You may...
Archived
Should I be wary of a tax audit phone interview? How should I prepare for and answer the questions? What are my rights?
Steven's answer
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Answered on February 07, 2013
I highly doubt that it is just basic background questions. Most "correspondence" audits include requests for documentation for specific issues. I...
