Archived
I was durable poa for my grandmother and on a joint bank account. my uncle is trying to make me pay back a gift.can he?
Robert's answer
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Answered on December 18, 2012
It is always a dangerous proposition to serve a agent under power of attorney and accept gift from the principal. I suggest that meet with an...
Archived
Mother is on Medicaid. Family can no longer afford mortgage on condo.
Robert's answer
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Answered on December 18, 2012
As the previous attorneys have stated, this is a tricky proposition. You need counsel immediately. A better question to be considered is why are...
Archived
My mother paseed away leaving her brother executer wich he backed out of day before funeral but not before he obtained all asset
Robert's answer
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Answered on December 18, 2012
As executor you Uncle would have only been entitled to gather your mother's assets after her passing and after he was appointed the Executor. As...
Archived
My Mom wants to take my sister off her accounts as co-signer.
Robert's answer
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Answered on December 14, 2012
The best way to set this up is to have your sister as power of attorney on the account. I do not recommend placing children jointly on accounts....
Archived
In PA, heir-1 dies after the decedent and before estate is settled, is estate double taxed from heir-1 to heir-2?
Robert's answer
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Answered on December 14, 2012
Technicallly, yes the assets would get taxed twice. However, you may be able to petition the court through the second estate to disclaim the...
Archived
Is a joint bank account considered an asset if one of the people has died?
Robert's answer
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Answered on December 14, 2012
The joint account is not part of her estate. By operation of law it is now owned by you. The other account is part of her estate and must be...
Archived
Can a nursing home force someone to make null and void a house bought on contract.
Robert's answer
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Answered on December 14, 2012
I suppose it depends on the contract. If you purchased the home, the deed was transfered and he held the mortgage, then the income he receives may...
Archived
Do I have to repay money I spent 2 yrs ago from a joint bank account when the other owner applies for Mass Health?
Robert's answer
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Answered on December 14, 2012
Yes, you will have to pay the money back. As the previous attorney stated, you spent money that was not yours. Under medicaid guidelines, this is...
Is estate recovery in PA something you sign for, or is it automatic when receiving Medicaid benefits?
Robert's answer
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Answered on December 12, 2012
If a person collected medical assistance benefits during their lifetime the Pennsylvania Department of Public Welfare has a claim against the...
Archived
A bank teller who made a mathematical error and is being investigated for fraud. Should she submit to a polygraph test?
Robert's answer
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Answered on December 12, 2012
Your daughter should not meet with or talk to the police until she has spoken with an attorney. I will assume that they have not arrested or...
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