Archived
Is it normal in CA for a lawyer to request a list of living relatives to the deceased even though they're not named in the will?
Jay's answer
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Answered on November 21, 2012
You should repost this question to Probate questions in California. Most PA attorneys are not going to be familiar with the probate procedures in...
Archived
In PA, do all beneficiaries have to be notified and respond before distiributions can begin for a will? How about for a trust?
Jay's answer
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Answered on November 21, 2012
Estates and trusts are finalized in one of two ways. The most common method is by agreement. Generally these are called Family Settlement...
Archived
A person has power of attorney and is abusing this right ( spending money on herself instead of the person it is intended)
Jay's answer
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Answered on November 21, 2012
Both of the attorneys are correct. However, I would point out that a criminal investigation can take a long period of time and the agent may...
Estate raised but not needed...what now?
Jay's answer
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Answered on November 01, 2012
Unfortunately, once the Estate is opened the Pa Department of Revenue is notified and they will insist that an Inheritance Tax Return is filed. ...
Archived
I am co-owner of a home and i have not lived in the home for over a year.The person who lives in the home refuses to sell.
Jay's answer
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Answered on November 01, 2012
Mr. Bellwoar is correct. The co-owner has a right to file an action in Partition. The net result will be a Court determination regarding the...
Archived
In an estate w/ 2 heirs, do you have to pay taxes on annuitites if you are not a beneficiary but the other heir is?
Jay's answer
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Answered on October 10, 2012
More information is required to accurately answer your question. Did your Aunt have a Will? Does the Will have what is commonly referred to as a...
Archived
Can a person relinquish their rights to be a co-executrix but then name someone to replace them?
Jay's answer
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Answered on October 01, 2012
When someone in PA dies without a will state law determines who is entitled to be the personal representative of the estate. Since your mother and...
Archived
I need to register and insure my mothers car she passed away in Feb. The will is in probate till Nov.
Jay's answer
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Answered on September 28, 2012
The form referred to by the previous attorney is a MV-39. Go to a title transfer agency with the death certificate and they should be able to...
Archived
Does my uncle have legal rights to an account to which his name was added within a year of my father's death?
Jay's answer
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Answered on September 28, 2012
This is an extremely difficult question to answer in a forum such as this. You and your sister really need to consult with an experienced ...
Archived
If parent passes away and property is joint tenancy do you solely own property? And what happens to contents of home?
Jay's answer
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Answered on September 28, 2012
If you and your parent own real estate as joint tenants with the right of survivorship, then at the death of the first joint tenant the surviving...
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