I am named as a beneficiary in my best friends will. I want to know if I am entitled to a full accounting of her estate
Donald's answer
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Answered on October 21, 2020
Yes, 100% you are entitled to an accounting. I would suggest swift action to preserve what is left in the event that your suspicions are true. ...
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Ffour siblings on the deed.One has used the property for years now he wants out names off the deed cuz he paid the taxes ?
Donald's answer
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Answered on October 08, 2020
I agree with Rachel's comments. The only way I know that anyone can force anyone off a deed would be to file a partition action, which will be...
Can I list my parents house without opening an estate for my deceased mother since she died before my father?
Donald's answer
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Answered on September 11, 2020
I 100% agree with Mr. Zellinger. The executor of dad's estate can list and sell the house and will only need to provide a copy of mom's death...
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What happens if wife is not on the deed
Donald's answer
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Answered on September 11, 2020
If your husband intends for you to receive the home, he needs to add you to the deed, or alternatively sign a will that gives the house to you. If...
Archived
My mother in law just passed away. If I am still in the will who notifies me?
Donald's answer
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Answered on March 12, 2014
Orphans' Court Rule 5.6 requires the personal representative to send written notice within 3 months to all beneficiaries, and to the decedent's...
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How should I respond to a request for inventory from the Register of Wills when there is nothing of any real value to list?
Donald's answer
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Answered on March 01, 2014
Generally you can pull the assets and their value right from the inheritance tax return. As suggested list a nominal amount for the miscellaneous...
In a will it states all the rest, residue and remainder of my estate, real and personal, of whatsoever nature and wheresoever?
Donald's answer
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Answered on March 01, 2014
It could mean everything that was in the decedent's name but it depends on the will and whether anything was specifically devised in the will. ...
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I had an Uncle pass away in New York. this past February. I live in Pennsylvania. Am I required to pay an inheritance Tax?
Donald's answer
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Answered on May 31, 2013
Mr. Shultz is right on the money. No PA Inheritance Tax is owed.
Archived
My mother passed away last year. I have received 2 checks owed to her. There is no estate.
Donald's answer
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Answered on May 30, 2013
It's hard to fully answer based on the facts provided, however these checks you have received are "the estate." The executor ( if a will exists)...
Archived
Do I have to pay Pennsylvania inheritace tax on a house that given to the decedents children 4 yrs prior her death?
Donald's answer
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Answered on May 30, 2013
No. Since the house was transferred out of the decedent's name more than one year prior to death there is no Pennsylvania inheritance tax owed on...