Archived
I'm looking for a trust fund set up by my grandfather for me and brother. How can I find or hire someone to find it?
Charles's answer
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Answered on June 04, 2013
I believe this is a duplicate question. You should hire a private investigator. In the meantime, have you tried to obtain a death certificate? ...
Archived
Is it better to ask probate court to review attorney's fees or go to Bar Assoc. arbitration?
Charles's answer
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Answered on June 04, 2013
Is this your own attorney or do you have issues with the personal representative's attorney?
Archived
Parent had real property in a Trust with lien. Recently, she died. Beneficiaries are paying loan back.
Charles's answer
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Answered on June 04, 2013
Regardless of the loan, the trustee will have to do a deed to the beneficiaries to pass title from the trust to the beneficiaries. Since this was...
Archived
Husband and wife have joint checking account. Husband has checking account only in his name.
Charles's answer
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Answered on June 04, 2013
I agree with Ms. DiSalvo. Note, there is nothing illegal against the step son asking or requesting. Denying that request does not give him legal...
Archived
I am joint owner in property of my father who recently passed. Are inheritance taxes due on his half of the property?
Charles's answer
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Answered on June 04, 2013
The question is what is the value of the property. No federal tax unless the total estate is worth more than 5.25M. As far as PA, I believe the...
Archived
I was a care giver for a man with no will and owed me 50k,kids did not file probate but knew he owed me the money,what do l do.?
Charles's answer
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Answered on June 04, 2013
You should contact a probate attorney. You have 1 year from the date of death to file a creditor's claim. As a creditor, you can seek to open a...
Archived
I live in a home my parents purchased jointly in 2000. when my mother died my disabled father, disabled younger brother, and i
Charles's answer
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Answered on June 03, 2013
Is your father your biological father? Why are you saying step siblings? Are they your half siblings? Im concern that your father was not your...
How much money can a person receive annually as a gift or a combination of gifts from multiple givers before owing taxes?
Charles's answer
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Answered on June 03, 2013
There is no gift tax on the recipient and no income tax from the receipt of a gift. Moreover, if someone gifted you $1M, unless it was a net gift,...
Archived
Advice on giving and receiving real estate
Charles's answer
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Answered on June 03, 2013
How is giving you a house going to help you buy a house?
Your parents should meet with an estate planning attorney and go over all their goal...
Archived
How is money taxed on inheritance? On about $60,000 what would tax be?
Charles's answer
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Answered on June 03, 2013
California has no inheritance tax and your mother was entitled to a 5.120M exemption if she died in 2012, and 5.25M if she died this year. The...
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