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My mother recently passed away. Do we have to pay her bills, other than closing out her apartment, out of the burial insurance?
Steven's answer
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Answered on January 31, 2013
Please understand that her debts (debts in her name only) are payable only against probate assets (assets owned by her alone). You say there is a...
Archived
My mother passed away last year and left everything to me. There is land and stock , How do I get it transferred in my name?
Steven's answer
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Answered on January 31, 2013
Mr. Watling just gave you great advice. Take it and listen to him. It is almost always worth the investment to get this done right the first time...
Archived
Dad dies, has surviving spouse, who opens estate to get approval to be Personal Rep. because policy shows up w/ no beneficiary.
Steven's answer
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Answered on January 31, 2013
There may be no will, there may be a will but it can't be found, she may have the will but refuse to probate it. It could be any number of things,...
What can I do if my Employer sent me a false W-2?
Steven's answer
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Answered on January 31, 2013
You need them to issue a CORRECTED 1099. If you do not receive it in time for filing I suggest going on extension to see if the issues can be...
Archived
Am I being harrassed by the IRS and if so what should I do?
Steven's answer
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Answered on January 31, 2013
Well, the first mistake you made was not being represented by an attorney. That said, the hearing you attended was only for 2011 so any other...
Archived
As a appointed trustee and executrix of my cousin's trust /will ...
Steven's answer
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Answered on January 31, 2013
I think you have way too many concerns and questions to answer them all here. I really think you need to find an attorney to assist you.
Archived
What is the correct affidavit form to appoint me and my brother as the beneficiaries of my deceased mothers retirement fund?
Steven's answer
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Answered on January 31, 2013
You cannot appoint yourselves as beneficiaries. The fund will be payable to the estate and then pass out to the heirs at law (spouse,...
Two possible loopholes to avoid giving a "notice to creditors" regarding a probated estate?
Steven's answer
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Answered on January 31, 2013
Mr. Frederick is correct. Most living trusts also have provisions that direct legitimate debts to be paid and in any event if a simple spendthrift...
Archived
How do we gain ownership of a property, that was left behind from a deceased parent, who left no will?
Steven's answer
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Answered on January 31, 2013
Mr. Meng is correct, you need to open probate and have a personal representative of the estate named. Whether your husband can take full ownership...
Archived
Is life insurance ever considered taxable for Pa Inheritance Tax purposes?
Steven's answer
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Answered on January 31, 2013
I believe that the proceeds are not taxable so long as the death was after 1982, even though you say they were payable to the estate.
See Pa....