Archived
Is a “registering entity” [PBC 5501(c)] required to inform a beneficiary that they are designated a beneficiary?
Bruce's answer
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Answered on June 08, 2012
Part 3, entitled Uniform TOD Security Registartion Act, of Chapter 5, entitled Nonprobate Transfers, of the California Probate Code, is designed to...
Brother put his and my mothers name on car title for car that she paid for 100% herself. Mother died so brother claims ownership
Bruce's answer
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Answered on October 27, 2011
Of course you must talk to a lawyer competent in the state where you reside. In general, the judge wants to determine "what was the testator's...
Archived
Can my 13 year old niece choose to live with me instead of her mother?
Bruce's answer
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Answered on October 27, 2011
Of course you must talk to a competent lawyer in Seattle. In general, the parent is given the highest priority by the court. However, a judge...
Archived
What are the ramifications of not notifying someone they are named the executors of a wil
Bruce's answer
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Answered on October 27, 2011
Of course you need to talk to a competent lawyer in Pennsylvania. In general, once the executor is properly appointed by the court, the executor...
Archived
Do I need to pay old sales taxes owe from a business 10 years ago?
Bruce's answer
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Answered on October 20, 2011
If you expect to clear your name, you need to hire a competent tax attorney or CPA competent in state tax issues now. Give him or her all of the...
Archived
If timeshare is refused by heirs (small estate) does I&A and real property affidavit need to be filed in California?
Bruce's answer
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Answered on October 20, 2011
Probate Code Section 13100 allows estates under $100,000 to be transferred without procuring letters of administration or awaiting probate. The...
Archived
What is the description required for a trust deed?
Bruce's answer
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Answered on October 20, 2011
In preparing deeds we don't usually use the old-style "metes and bounds" descriptions of real property. It is more common to simply reference the...
Who pays the sales tax in an asset sale? Seller is claiming that I am liable for the sales tax ?
Bruce's answer
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Answered on April 22, 2011
If you go to McDonalds, the buyer pays the sales tax. However, in a contract, there is nothing to prevent you from negotiating to have the seller...
Archived
Does California have a State Estate Tax for the deceased estate?
Bruce's answer
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Answered on July 19, 2010
California only collects money from a decedent's estate if there is a Federal estate tax paid. In other words, if there is a Federal Estate tax...
Archived
How can I find out if an estate/trust, that is not in probate, has been settled?
Bruce's answer
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Answered on February 27, 2010
Depending upon the amount of money owed to you and your relationship with the person, you should file in Small Claims Court and get a judgment. ...
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