Background: I am going to see life coaching clients from all over the USA/world by online teleconferencing software.
Do I need to file DBAs for each USA States and Foreign Country when I encounter a new client from a new country/USA state?
answered on Jan 3, 2022
You really should meet with an experienced business attorney on this one, rather than relying on a Q&A service. You have a number of issues in your question, including whether or not a sole proprietorship is your proper entity when performing these types of services. For most states you can... View More
My brother passed two years ago in January. My bipolar, control freak sister says she is the executior. Nothing has been done, she says she has a lawyer but won't tell me who. No documents have been filed in public records. A company contacted me stating that I am a beneficiary of the estate.... View More
answered on Dec 21, 2021
Your father's estate, if your sister probated the Will, is a matter of public record in the Register of Wills for the county in which your father lived at the time of his death. if your sister probated the Will a copy will be in the Register of Wills office along with an Petition for Probate... View More
What are the options for getting an executor to do his job? This estate has been open since 2013, we finally settled the real estate in July 2021 which was the most outstanding unresolved asset. Now he simply has some tax issue to clear up and needs to do whatever it takes to close and make the... View More
answered on Dec 18, 2021
A beneficiary can compel a formal accounting by the Executor. Essentially the Executor ca offer an informal accounting and you can all sign a Family Settlement Agreement or can submit a formal accounting and ask for court approval. Either way you can demand an accounting now and file petition with... View More
answered on May 4, 2021
From the point of view of your Will, you can leave your Estate to anyone you choose, and in this case you would just no longer reference your primary beneficiary as "my wife".
From a Pennsylvania Inheritance Tax point of view, this is a major change since the tax rate for bequests... View More
Four of us inherited, one of the executors gets a life estate and 40% share of assets and the remaining three get a 20% share of the estate. My siblings took their share of the money last May but the executors will not release my check until I sign off on my acceptance of 20% share of the home... View More
answered on May 3, 2021
It sounds like your executors are attempting to settle the estate with a Family Settlement Agreement which is the most common way to settle a small estate. If you are not in agreement with the proposed settlement you, as a beneficiary, have a right to request a formal accounting of the estate.... View More
My sister-in-law is executor of mother's will. She has not paid inheritance taxes since mother’s death in 02/2017. She will not even have conversation about will. I have been told that my wife, who is sister and co beneficiary in mother’s will, should get a lawyer to help with this issue.... View More
answered on Apr 26, 2021
First of all are you sure there is a Will? If your sister-in-law claims there is a Will, and that she is named Executor, and if she has done nothing to date your wife has some options, and she needs to meet with an experienced estate attorney to see what option is best. If you think there is a... View More
My dad passed Nov 2020 and the bulk of the estate goes to my dad's 2nd wife. I'm listed to receive the vacation home. I haven't read nor have received a copy of my Dad's will, the lawyer just read only the portion pertaining to me. Step mom is executor and hasn't offered a... View More
answered on Apr 12, 2021
As far as a copy of the Will, the executor is required to send you a notice that you are a beneficiary of the Will, and describe your bequest. Most executors provide a copy of the Will, but unfortunately that is not required and your executor has chosen not to send a copy. Her attorney is correct... View More
I want starting a business with someone else using my idea/system that i made, I want to share the business 50/50, how can I make this legal, as well as make sure they don't steal the information and use it somewhere else?
answered on Apr 8, 2021
You have a number of questions here that you really need to sit down with a business attorney and sort through your best options. First of all I never recommend a 50/50 split of ownership because it can lead to deadlocks at a number of levels in the business. As far as your idea/system, that... View More
One person said to use C & G assessment value instead of fair market value to compute inheritance tax. True?
answered on Apr 8, 2021
First of all the Department of Revenue will usually accept the assessed value (adjusted for county common level ratio) for computing inheritance tax, but it is not likely to accept the assessed value as reduced for Clean & Green.
Second, whether you want to report a low value for... View More
The executrix had the house demolished and is selling the property through a probate lawyer. What do I need to do to start the process, what documentation is involved, is this handled through the court? I made a verbal offer which was accepted but that’s all so far.
answered on Mar 28, 2021
in most counties in Pennsylvania the "offer" to purchase is made with an Agreement of Sale. if there is no realtor involved you can hire your own attorney to prepare an Agreement of Sale and present it to the Estate attorney. You may want to have a title search started before you make... View More
He was living with his girlfriend at her house at the time of his passing. He has a fairly large gun collection of about sixty or so firearms including some handguns. My brother is the named executor of the estate that he had to file to open. My father's girlfriend is refusing allowing us in... View More
answered on Mar 24, 2021
First of all since your brother is named Executor he has the responsibility and the authority to collect and protect all personal property of your father. Since you call your brother the Executor I am assuming there is a Will and the girlfriend is either not named in the Will or was not bequeathed... View More
Investment worth around a hundred thousand or so. At the reading of the will the sister who was P.O.A and also executor of his will jumped up and said "I am the beneficiary of that" the lawyer tried to explain that Pap wanted the money split 3 ways but she kept saying, I am the... View More
answered on Mar 18, 2021
The sister may be correct. If she is named the beneficiary then that designation will override the Will. However, the executor of the Will has the ability to confirm with the holder of the investment account if the sister is indeed named the beneficiary, and also when she was named the... View More
answered on Mar 8, 2021
In Pennsylvania the estate attorney's fee is negotiated with the executor of the estate. There are court cases with guidelines as to calculation of the fees. I have never heard the fees being calculated as a percentage of the inheritance taxes paid by the estate.
My mother-in-law died Feb. 2017. Sister-in-law took will to courthouse Feb. 2018. Will was drawn up in Ohio, and does not meet PA standards, she needs notarized statements to authenticate mother’s signature. After 3 year she has done nothing. Court has no records that inheritance taxes have... View More
answered on Mar 7, 2021
if your sister-in-law "took the Will to the courthouse" I will assume that your sister-in-law is the named executor. if that is the case neither you nor you wife can do anything other than (i) demand that she hire an estate attorney and finish the estate administration (including payment... View More
My father in law died in Oct. He owned a home had a life insurance policy and a union pension. He had no will in PA. We are having trouble getting information about the policy, deed for the home, actually ever thing we try is an issue we only have a death certificate. Need probate I believe but not... View More
answered on Feb 7, 2021
since your father in law died without a Will the first question is whether mother in law is still alive. if she is still alive then she is likely the beneficiary on the pension and life insurance and those companies should talk to her once she provides them with a death certificate. if mother in... View More
My son died before he got the trust & the trustee wants the money to be given to the other surviving grandchild. The father wants 1/2 the trust money as a surviving heir. I ( the mother) want it given to the other & only grandchild
answered on Feb 5, 2021
i am afraid i am going to have to give you a typical attorney response--it depends, on the language that created the Trust. Most wills and trusts address this question in the document--that is a question that is usually asked of the grantor (creator of the trust) and is usually addressed, first by... View More
What was left for me can I get it back or is it too late to do anything
answered on Jan 25, 2021
You will really need to sit down with an experienced estate attorney to review what has happened so far. Since dad died in 2019, you should have been formally notified whether an Estate was going to be opened. If dad had a Will you would receive Notice that an Estate was opened and you were a... View More
I am filing an LLC in Pennsylvania to provide general accounting service and preparing tax as a CPA, are the services to be provided considered restricted professional services? The LLC will be a single member LLC. The member is a licensed CPA. No public accounting (typically Auditing or advisory)... View More
answered on Jan 11, 2021
The term "public accounting" as defined in TItle 15 (Section 8996(d) is broader than auditing and advisory services. In fact it specifically lists preparation of tax returns in your capacity as a CPA.
My father is unresponsive and deteriorating. This was unexpected and he doesn't have a will. My parents are divorced and I am the oldest of his 2 adult children. He owns a trailer in a mobile home park and a former girlfriend is living there. My father was living there originally but got an... View More
answered on Dec 30, 2020
There is no short answer to your question. Since your father does not have a Will and is divorced, you and your sibling are both eligible to petition to open an Estate and can act as Co-Administrators, or one of you can renounce the right to act as Administrator and the other can act alone. You... View More
executor of his estate or how can I become the executor.?
answered on Dec 17, 2020
Since there is no will, there will be an administrator appointed for the Estate. You do not state if both or either of your parents are still alive. If they are they will generally have the first right to serve as administrator. If both parents are deceased, you and your other siblings have... View More
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