Questions answered by Ruth Elaine McMahon

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My recently deceased mother-in-law has a pension and changed the beneficiary before she passed but now the company is coveringup

Ruth's answer | Answered on April 04, 2013

Were the forms sent by certified mail? Did you go to the post office to mail them and get a red stamp on the receipt? Did you keep a copy of the...

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WHAT DO I DO IF MY MOM CLAIMED ME ON HER TAXES AND I HAVEN'T LIVED WITH HER FOR 3 years and she don't provide me with anything .

Ruth's answer | Answered on April 04, 2013

Are you filing your own tax returns? If so, talk to the person who prepares them and advise him or her what your mother is doing. This needs to be...

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Irs

Ruth's answer | Answered on April 04, 2013

No recourse - and don't make any threats because there are Federal Laws against this and various penalties. Dealing with the IRS takes time and...

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Can I use my son SSN for 2012 tax return

Ruth's answer | Answered on April 04, 2013

NO. You must use your own SS#.

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My wife recently died and left me a will for properties,vehicles and bank funds

Ruth's answer | Answered on April 04, 2013

Please consult a Texas attorney as soon as possible. Texas is a community property state and you have constitutioal rights in addition to what was...

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When is it necessary to prepare a family trust federal and state income tax returns? Form 1041? Is a dollar limit in place?

Ruth's answer | Answered on April 04, 2013

You should provide all of the facts to your accountant. Filing a 1041 is not based upon the total of funds in an estate. It is based on how much...

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Does both parents have to be included in a probate of the death of a child?

Ruth's answer | Answered on April 04, 2013

Im sorry for your loss. The personal representative or executor is the person to be "in charge" of the estate. As a mother, you could petition to...

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Can an executor in a will sign and witness that same will and be legal?

Ruth's answer | Answered on April 04, 2013

While it is preferable that a person nominated as executor not be a witness, it is not prohibited. The Will should be legal unless there is...

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How do I get the deed to ground changed to my name.I want to sell it. What is my first step?Will I pay inheritence tax to NC .

Ruth's answer | Answered on April 04, 2013

Based upon what you have written, it appears that you will need an ancillary probate opened to deal with the NC property. If an estate wasw not...

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Waiver and consent

Ruth's answer | Answered on April 04, 2013

I am not sure what the issue is. Who is the "owner" of the estate? If you want to be the conservator, you should be at the hearing in the event...

Ruth Elaine McMahon's Answers (5791)

My recently deceased mother-in-law has a pension and changed the beneficiary before she passed but now the company is coveringup

WHAT DO I DO IF MY MOM CLAIMED ME ON HER TAXES AND I HAVEN'T LIVED WITH HER FOR 3 years and she don't provide me with anything .

Irs

Can I use my son SSN for 2012 tax return

My wife recently died and left me a will for properties,vehicles and bank funds

When is it necessary to prepare a family trust federal and state income tax returns? Form 1041? Is a dollar limit in place?

Does both parents have to be included in a probate of the death of a child?

Can an executor in a will sign and witness that same will and be legal?

How do I get the deed to ground changed to my name.I want to sell it. What is my first step?Will I pay inheritence tax to NC .

Waiver and consent