Archived
My boyfriend was left an ira & life ins. from his brother in pa. pa wants him to pay taxes what happens if he doesnt pay he livs
Carol's answer
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Answered on April 30, 2014
Yes, he does. Also, did he cash out the IRA? If not, then he could possible take a stretch out provision which would parcel it out to him in annual...
Archived
Can my aunt hold my inheritance.I am supposed to get it at 25 which is this month
Carol's answer
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Answered on April 30, 2014
It depends. If she is the successor trustee and you are the beneficiary, then she must follow the trust instructions. Frequently, that a trust will...
"How or where can I obtain an Affidavit of Heirs form to complete my Probate process"?
Carol's answer
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Answered on April 30, 2014
Best way to find out is ask the Clerk of the Court. You have to prove that you are the only beneficiary and that you diligently searched for other...
Archived
Last Will and testament and disputes over my mothers alleged last wishes. How is a Will valid? How is it disputed if never filed
Carol's answer
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Answered on April 30, 2014
You have received many great answers from my colleagues, but none of them addressed your very thoughtful concerns about your mother's companion....
Archived
Awaiting the State to complete audit on Inherit. tax return. Could Probate Attorney have an idea on amt that may be received?
Carol's answer
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Answered on April 29, 2014
If you are to receive a large inheritance, please protect your OWN interests by hiring an attorney to work on YOUR behalf. The PR's attorney works...
Archived
What other legal avenues to consider for this case?
Carol's answer
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Answered on April 28, 2014
Although I believe that you did not quote the statement exactly, I do not see the "strings" you are referring to. It says that you are NOT waiving...
Archived
My father passed away sept of 2013 and my step mother stated everything was left to her
Carol's answer
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Answered on April 28, 2014
I'm so sorry you lost your father. If your step-mom is the Trustee, then it is most likely that the estate was left in Trust and there may not be a...
Archived
Does a co-trustee need to be bonded if the trust document doesn't require it?
Carol's answer
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Answered on April 28, 2014
What does the trust state? If it doesn't require bonding, then why do you ask if you STILL need to be bonded? Who said you did?
Archived
Our Trustee wants to resign with immunity and we refuse to give immunity as beneficiaries how do we get paper trail we need?
Carol's answer
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Answered on April 26, 2014
What does your attorney have to say about this? I agree that you should not give immunity where there is real evidence of fraud, embezzlement,...
Archived
I purchased a home and put my girlfriend of 16 years on the title, with the agreement no family member would live with us.
Carol's answer
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Answered on April 25, 2014
You don't have to leave. But, if you are not comfortable with the living arrangement, you have limited options, in spite of what you consider to be...