In closing on my house i paid 9mos. of taxes up front the mortgage company did not pay the tax.

I agree with attorney Shelden. Take a look at your closing statement and make sure the taxes were actually taken out of your proceeds. Now, go...

What is the law regarding the amount of time after a person dies that a Will must be produced and probated?

They are both correct, and it is the later of the two. So within 60 days of discovering it would be correct in this case. Any individual...

If my mom died and iwas joint bank account holder and had trust with me getting 70% of ira

If an asset is jointly held (in joint tenancy), the survivor gets all of the asset. All you need to do is take a death certificate to the bank to...

I agree with attorney Brewer. First order of business is to determine whether you are dealing with a will or a trust. Usually, a no contest...

How Do heirs of a California Estate get a full Review & accounting of (see below)

The decedent died with a Will from your facts. This estate needs to be probated, and the will lodged with the court. All heirs should be given...

When you get life insurance benefits when a love one dies...do you pay taxes on it

I agree with attorney Fromn. CA does not tax life insurance proceeds for income tax purposes. Any individual seeking legal advice for their own...

Joint tenants rights to tax write-offs

I agree with attorney Hamlin. To be able to deduct interest on a mortgage, you have to make the payments and be on title. If you were not on...

I agree with the other attorneys. You seem to be mixing up the property tax issue, with the income tax issue, and do not even mention the possible...

What does the 3 year time limitation for base year property tax value appeals in California mean?

Under proposition 8 you can make a year by year appeal of your property tax assessment. This bill was introduced to correct the major flaw of Prop...

You can go back to court and ask the court for an order that the tax refund be paid to you. Any individual seeking legal advice for their own...