Archived
Is the decedent's final year US 1040 tax refund received by the estate included on form 1500
for inheritance tax purposes?
Steven's answer
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Answered on May 16, 2019
I believe the answer is Yes. Generally the REV1500 includes a "snapshot" of assets owned by the decedent upon death. There can be later assets...
Archived
Quotes from a deceased one's trust are in the explanation. The trustee is a beneficiary. So what does this mean for Emily?
Steven's answer
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Answered on May 16, 2019
You are saying Emily is trustee and beneficiary so would be in essence distributing to herself? That is not all that uncommon but if you visit with...
Archived
Can a notary public transfer a home to an individual,?
Steven's answer
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Answered on May 15, 2019
A notary public is not a lawyer. A notary merely confirms that a person signing something is who they say they are, no more and no less. If your...
What happens if I refuse to sign a renunciation form for my father’s estate??
Steven's answer
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Answered on May 12, 2019
The other attorneys gave you good answers. I personally think it is usually easier to have one administrator but there are other options. It is...
Do I have rights as a "common law wife" against his adult children which are not his biological children and he did not adopt?
Steven's answer
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Answered on May 12, 2019
Common law marriage does not exist in pa post 2015 so from your facts you could not be common law married. Sounds like he therefore died unmarried...
Archived
Moving from az to pa on the deed mom is listed as rights of surivirship can i do the same in pa so if dies will the house.
Steven's answer
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Answered on May 12, 2019
If the house is in PA and it is JTWROS there will be inheritance tax on 1/2 of the value.
Archived
Can a family member have guardianship of someone who is incarcerated and unable to make own decisions?
Steven's answer
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Answered on May 10, 2019
You can apply for guardianship yes.
Archived
How can I find out what is taken an estate so long to settle?
Steven's answer
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Answered on May 10, 2019
Hire an attorney to inquire. The beneficiary can bring an action for an accounting. Also I would ask what you consider "a long time." Estates can...
3 siblings own an inherited property, if selling, is it majority rules in Pa.?
Steven's answer
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Answered on May 10, 2019
General answer is you either agree to sell (that can include selling to one of you so long as you all agree). Or a forced sale/partition. Majority...
When making a will, is your social security number required to be put on the will?
Steven's answer
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Answered on May 09, 2019
I believe most states are the same on this - no ss in the will itself but the lawyer does benefit from having a full financial picture. I often...