Archived
In Oregon, is it ok to withhold disbursement of trust until beneficiaries sign off ok with accounting and agree with terms?
Ruth's answer
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Answered on March 04, 2014
It should be - the IRS allows time to distribute assets after an estate or trust is "closed." Beneficiaries should sign a Receipt & Release which...
Archived
What do I need to do to obtain guardianship over my husband, who has MS and memory loss?
Ruth's answer
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Answered on March 04, 2014
Please consult a guardianship attorney where you live and he or she can give you the information you need. Good luck.
Archived
If someone QuitClaimed property to me but has a Life Estate in the property, who owns the property?
Ruth's answer
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Answered on March 04, 2014
you own the property but you cannot occupy the property until the life estate occupant is alive.
The person holding the life estate should pay for...
Archived
I was added to a joint bank account WROS, original owner now deceased.
Ruth's answer
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Answered on March 04, 2014
The attorney for the probate estate should ask each financial institution for a date of death value of an account and how the account was titled....
Archived
Can a siblings lawyer request for personal information, income and banking information before Probate court?
Ruth's answer
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Answered on March 04, 2014
There is no reason to ask a sibling for personal financial information UNLESS you are being accused of mishandling the decreased's finances, etc, ...
Archived
I inheritated land, a sibling the house, doesn't include any landwith it. What legal rights does sibling have to any ground?
Ruth's answer
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Answered on March 03, 2014
That's the problem with a do it yourself will. Please see an estate or real estate attorney. You may need to seek a modification of the Will.
Archived
Mom dies leaving 4 older siblings. 1 has a bunch of his stuff at the deceased home and i want it out. can i enforce this?
Ruth's answer
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Answered on March 03, 2014
If you are executor or personal representative and have letters of authority from the probate court, you can enforce it.
Archived
I got a 1099 for the wrong amount, way to high. what do I do?
Ruth's answer
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Answered on March 03, 2014
The company should change it. Do you have your last pay stub from your the employer that states the correct amount? Or, did you begin another job...
Archived
How do I find out if I'm a beneficiary of a truss
Ruth's answer
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Answered on March 03, 2014
Assuming the grantor of the trust is deceased, the trustee of the trust should advise you that you are a beneficiary of a trust. If the grantor is...
Archived
Properties are outside of revocable living trust, now 1 spouse died, what can surviving spouse do to put it back to the trust.
Ruth's answer
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Answered on March 03, 2014
It depends on how the property is being held now. If the property is now owned by wife because it is jointly owned with right of survivorship, a...
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