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My husband of 25 years died 3 years ago. We both had adult children. We have a will stating how inheritance should be divided.
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Answered on January 28, 2013
Ms. White is correct. However, I would add that blended families present issues that require careful planning. If you have not already done so...
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If there was no property or momey left anything to with will or inher tax forms?
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Answered on January 28, 2013
If the decedent passed away without any property or money then the Will does not need to be probated (filed) and no inheritance tax return needs to...
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What is the Pennsylvaina law on TOD investment plans? Are the funds taxable when transfered to the TOD persons?
Jay's answer
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Answered on January 25, 2013
Mr. Masiuk is absolutely correct. The only thing I wish to add regarding the Pa Inheritance Tax is that sometimes the Will, if there is one,...
How do you change the executor of a will after the owner's death?
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Answered on January 16, 2013
Mr. Whalen is substantially correct. However, if the Will names an alternate Executor, then that individual would serve after your brother...
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How long should an estate take to settle? Is there a phone number for PA that we can call to see why this is taking so long?
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Answered on December 21, 2012
Mr. Whalen is correct. In the beginning of the estate administration process I tell all the beneficiaries not to expect the estate to be settled...
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My husband died. he failed to designate a beneficiary of his pension. he had no other assets. should i file a right to election
Jay's answer
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Answered on December 12, 2012
Mr. Fromm's advice is excellent. If the amount of the pension is significant, obtaining a private letter ruling from the IRS may be worthwhile. ...
Archived
As a widow am I entitled to my husbands survivors death benefit?
Jay's answer
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Answered on December 10, 2012
If the benefits are significant, you might want to consider applying for a private letter ruling from the IRS which would permit the funds to be...
Archived
How long do you have to file a will in Pennsylvania?
Jay's answer
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Answered on December 07, 2012
Section 3133(a) of the Probate, Estates and Fiduciary Code provides that "A Will may be offered for probate at any time." So you are still able...
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Do I have to pay inheritence tax on house that has my name and deceased spouse and also VA fiduciary account?
Jay's answer
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Answered on December 06, 2012
The previous attorney is correct. You are really asking two different questions. First, is the account a probate asset. In other words, do you...
Receipt and Release of Estate - Pennsylvania
Jay's answer
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Answered on November 29, 2012
Both of the previous attorneys offer sound advice. You are entitled to an accounting and should insist, in writing, that one be produced before...
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