Archived
What are the executor's responsibilities as to providing periodic reports to the beneficiaries (values & costs)?
Brian's answer
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Answered on April 04, 2016
the residence of the decedent should also be where the estate was opened, which would govern notices and reporting requirements. call the clerk of...
Is petitioning the court to abandon the property the right course of action and should that be done prior to notifying them?
Brian's answer
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Answered on April 04, 2016
sometimes PR's follow through with an underwater property just to do the "right thing" by completing a short sale in order to avoid a foreclosure. ...
Archived
Can my Uncle get in to trouble from benefiting financially from my Grandmother he was a POA over her ?
Brian's answer
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Answered on April 04, 2016
More facts are needed to address your question adequately. For example - was there a will? If so, to whom were the various items of property...
Archived
Personal representative for estate
Brian's answer
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Answered on April 04, 2016
Yes -- all assets of the decedent (i.e., things that are owned by him/her) must pass through his estate/be probated. This includes personal...
Archived
Do you need the father to sign off as administrator or can the mother be the administrator?
Brian's answer
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Answered on April 04, 2016
I believe your question relates to the personal representative of the estate, not who the heir is. Typically the next of kin - in this case either...
Archived
Is final Judicial accounting required when there is Minor or charity as beneficiary?
Brian's answer
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Answered on April 04, 2016
Each state's law and procedures for probate are unique. There are likely many facts that need to be flushed out in your case as well before a...
Archived
Can she legally give this money and mutual funds to her children so that it will not affect her income based medical?
Brian's answer
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Answered on April 04, 2016
There is certainly a possibility that she can disclaim an inheritance. Some people do for tax, liability or medicaid purposes. There may be other...
Does this seem like a "commingling" of funds, and/or what can I do about this?
Brian's answer
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Answered on April 04, 2016
Sometimes it is good to have a sit down heart to heart with your attorney and express your concerns. He should not charge you for this - you can...
Archived
Is this binding even when the assistant is not authorized to make necessary contract decisions? Should we pay or report them?
Brian's answer
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Answered on April 03, 2016
I would call and try to work out a reasonable compromise, and then report them to the FTC, FCC and state AG's office, and see how quickly you get a...
Archived
Aren't the fees and taxes taken out of the inheritance before the money is transferred to the US?
Brian's answer
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Answered on April 03, 2016
Try speaking with the executor of the estate in the UK to get some clarification. Taxes on the estate are paid in this country at least by the...
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