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Pennsylvania Estate Planning Questions & Answers
2 Answers | Asked in Estate Planning and Real Estate Law for Pennsylvania on
Q: What kind of lawyer do I need as an heir?

My brother is Power of Attorney and has moved his family into the property He was supposed to sell the inheritanted house doesn't have the money to pay He is taking loans out on property

John Michael Frick
John Michael Frick
answered on Aug 17, 2023

If you inherited the house, you should revoke the POA you gave to your brother and list the house you inherited for sale yourself.

A POA only lasts until you revoke it or die. If your brother is not doing what you want, revoke your POA so he no longer has your authority to do anything with...
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2 Answers | Asked in Estate Planning and Real Estate Law for Pennsylvania on
Q: What kind of lawyer do I need as an heir?

My brother is Power of Attorney and has moved his family into the property He was supposed to sell the inheritanted house doesn't have the money to pay He is taking loans out on property

T. Augustus Claus
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T. Augustus Claus pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
answered on Aug 16, 2023

As an heir facing these complex legal issues, it would be advisable to consult with a real estate attorney. A real estate attorney specializes in property matters and can help protect your interests as an heir. They can provide guidance on the actions of the Power of Attorney, ensure that your... View More

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2 Answers | Asked in Estate Planning for Pennsylvania on
Q: Does an executor, my sister, have the authority to enter my apartment I shared with my mother? I am a beneficiary.

The apartment has a lot of my things and I’m moving at the end of the month

T. Augustus Claus
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answered on Aug 11, 2023

The authority of an executor to enter an apartment you shared with your mother as a beneficiary depends on the specifics of the situation and the terms of the will. Generally, an executor has a responsibility to manage the estate's assets, which may include securing property and belongings.... View More

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2 Answers | Asked in Estate Planning for Pennsylvania on
Q: Does an executor, my sister, have the authority to enter my apartment I shared with my mother? I am a beneficiary.

The apartment has a lot of my things and I’m moving at the end of the month

W. J. Winterstein Jr.
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W. J. Winterstein Jr.
answered on Aug 11, 2023

As in every other jurisdiction, an appointed Executorix/Executor is charged with the responsibility for collecting, inventorying, and distributing/selling all assets of the Estate.

Your question leaves out most of the relevant facts here (have you blocked the Exec's access, what does...
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2 Answers | Asked in Estate Planning, Family Law and Real Estate Law for Pennsylvania on
Q: Do my half siblings (we share a deceased father) have any right to my mother's estate?

I am the only full-blooded child of my deceased mother and my mother never adopted my half siblings. Neither of my parents had a will and they bought our house together. My siblings now think they have a share of my mother's estate.

W. J. Winterstein Jr.
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W. J. Winterstein Jr.
answered on Aug 6, 2023

(Continued) If your mother took full title at your father's death (joint tenancy or tenancy by entireties at his death), then at the later death of mother, you as only child took the entire real estate.

Speak to an experienced PA lawyer about your issues, and share the prior Deeds and...
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2 Answers | Asked in Estate Planning, Family Law and Real Estate Law for Pennsylvania on
Q: Do my half siblings (we share a deceased father) have any right to my mother's estate?

I am the only full-blooded child of my deceased mother and my mother never adopted my half siblings. Neither of my parents had a will and they bought our house together. My siblings now think they have a share of my mother's estate.

W. J. Winterstein Jr.
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W. J. Winterstein Jr.
answered on Aug 6, 2023

If the parents owned the property as joint tenants with right of survivorship, or as tenants by the entireties, the mother acceded to full ownership of the real property upon the father's death.

If the real estate was owned as tenants in common, and there was no father's Will, the...
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3 Answers | Asked in Civil Litigation, Estate Planning, Landlord - Tenant and Probate for Pennsylvania on
Q: Can an executor of a will evict family members from a house? Need to sell.

The owners have passed away, family members refuse to leave but have not paid bills, I had to pay in order to keep utilities on. The house has been left to me and I am also the executor of the will. I need to sell the property, in order to sell it they need to move out so I can clean and get... View More

W. J. Winterstein Jr.
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W. J. Winterstein Jr.
answered on Aug 2, 2023

I see no impediment to the Estate's immediate right to possess the real property, and you are, as Executor, the voice of the Estate.

So yes, especially given that you are the heir to the home property, your request for eviction, for at least the given reasons, should be honored.

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3 Answers | Asked in Civil Litigation, Estate Planning, Landlord - Tenant and Probate for Pennsylvania on
Q: Can an executor of a will evict family members from a house? Need to sell.

The owners have passed away, family members refuse to leave but have not paid bills, I had to pay in order to keep utilities on. The house has been left to me and I am also the executor of the will. I need to sell the property, in order to sell it they need to move out so I can clean and get... View More

W. J. Winterstein Jr.
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W. J. Winterstein Jr.
answered on Aug 2, 2023

As a follow-up, from your question, I assumed that the Will naming you as Executor has been presented to and accepted for the opening of a probate case by the Registrar of Deeds/Probate Court.

However, even absent that fact, there is judicial precedent in PA that real property passes to the...
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2 Answers | Asked in Estate Planning for Pennsylvania on
Q: I would like to establish a PA Revocable Living Trust for my estate. How can I find an attorney experienced in RLTs?

Moving from Maryland to New Holland, PA soon.

W. J. Winterstein Jr.
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W. J. Winterstein Jr.
answered on Jul 27, 2023

I agree with my colleague that you've started out well in Justia (you can find PA lawyers who have done many in PA, as have I).

Many life insurance companies, hoping to sell you whole or term life or health insurance, or disability insurance, or whatever, provide "form"...
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2 Answers | Asked in Estate Planning and Probate for Pennsylvania on
Q: In PA is a beneficiary entitled to gifts from a decedent's will if the beneficiary dies before probate is finalized?

A beneficiary was named in a Pennsylvania will. The will went to probate in PA courts, but the beneficary died before the probate and any gifts were distributed. It had been over 1 year and 6 mts since Probate started. The executor is stating that the beneficary will not receive the gifts... View More

W. J. Winterstein Jr.
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W. J. Winterstein Jr.
answered on Jul 22, 2023

The key to the answer to your question is the wording of the Will admitted to probate. If the Will states that the beneficiaries take PER STIRPES, meaning, roughly, "branch", then that beneficiary's Estate, wife and children or heirs will take the inheritance. If the Will does not... View More

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2 Answers | Asked in Estate Planning and Probate for Pennsylvania on
Q: In PA is a beneficiary entitled to gifts from a decedent's will if the beneficiary dies before probate is finalized?

A beneficiary was named in a Pennsylvania will. The will went to probate in PA courts, but the beneficary died before the probate and any gifts were distributed. It had been over 1 year and 6 mts since Probate started. The executor is stating that the beneficary will not receive the gifts... View More

Mark Scoblionko
Mark Scoblionko
answered on Jul 22, 2023

The timing of probate would not be relevant unless there is something in the Will that would make it relevant. If the beneficiary was living at the time of death of the Testator and survived for any survival period required by the Will, the beneficiary would be entitled to the bequest. If the... View More

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2 Answers | Asked in Estate Planning and Probate for Pennsylvania on
Q: Our father died intestate in Pennsylvania. How do we claim remaining assets?

He required round the clock nursing care so was in a nursing home. My sister had POA and we had to liquidate his assets to pay medical bills. One investment firm, Putnam, refused to recognize the POA while he lived, and even though our father passed in 2009, they still hold onto this one remaining... View More

W. J. Winterstein Jr.
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W. J. Winterstein Jr.
answered on Jun 4, 2023

I agree with the prior answer by counsel, with a caveats.

When someone, e.g., a bank, a custodian of accounts, refuses to honor a POA, the time to resolve that issue is while the grantor under the POA is still alive. Powers of attorney, even the "durable" sort, expire at death of...
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1 Answer | Asked in Estate Planning for Pennsylvania on
Q: Does signing a quit claim deed in Pennsylvania also give up all of the items and property in the house as well?
W. J. Winterstein Jr.
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W. J. Winterstein Jr.
answered on Jun 1, 2023

The simple answer to your simple question is "No". A quitclaim deed merely transfers whatever interests the grantor has in the realty, not the personalty.

The more difficult question, perhaps, is what all is realty and what is not?

In PA, generally speaking, items so...
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2 Answers | Asked in Bankruptcy, Estate Planning and Probate for Pennsylvania on
Q: I’m the executor and my brother is a beneficiary. I recently discovered that four months after our mother died in 2019,

my brother filed Chapter 13 bankruptcy. The bankruptcy was dismissed in 2020 due to lack of payment and unfiled paperwork. It appears from the bankruptcy paperwork he did file that he did not mention the inheritance (possibly because he didn’t know what the final amount would be). It’s now... View More

W. J. Winterstein Jr.
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W. J. Winterstein Jr.
answered on May 15, 2023

As your brother's bankrkuptcy was dismissed, for cause, three years ago and no appeal from that dismissal is pending, you may proceed as if the bankruptcy was never filed (there's a specific Bankruptcy Code section that says that).

For that reason, I recommend that you proceed to...
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2 Answers | Asked in Estate Planning for Pennsylvania on
Q: I am interested in having a trust prepared. I am primarily concerned with my house.

My mortgage is paid and I am without any debt.

I do not want any government interference.

W. J. Winterstein Jr.
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W. J. Winterstein Jr.
answered on May 6, 2023

Your outcome rests largely with the type of trust you choose. If you retain powers over it, e.g., to terminate it, name a trustee, amend it, etc., whatever you place in the trust will most probably be includable in your Estate. If you divorce yourself from a long-term trust, no retained powers,... View More

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1 Answer | Asked in Estate Planning and Probate for Pennsylvania on
Q: The trustee of my fathers’ estate will not give me an accounting of the estate or release any funds. It has been 14

Months and all the assets are paper. All taxes have been paid to government and state of penn. i live in Delaware father in penn.

Michael Cherewka
Michael Cherewka
answered on May 5, 2023

If the Trustee ( Execeutor?) is not sharing information with you, you may need to engage your own attorney for Beneficiary Representation to obtain the accounting and release of funds (if that is appropriate). Much may depend on whether your father had a Trust, and this is a Trust Admininstration,... View More

1 Answer | Asked in Estate Planning and Probate for Pennsylvania on
Q: Are class action lawsuit proceeds subject to inheritance tax?

The decedent died and taxes were paid some time ago, but we are still waiting for the proceeds from the class action. I know it won’t be much at all. Even if it’s a couple dollars, would we have to reopen and amend the inheritance tax that has already been paid?

W. J. Winterstein Jr.
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W. J. Winterstein Jr.
answered on Apr 19, 2023

Every asset to which the decedent/Estate is entitled, or outright owns, must be valued and included in the Estate for purposes of taxation and distribution.

An expected benefit from a class action suit, if the decedent was but one of a large class, will probably be disappointing. In my...
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1 Answer | Asked in Business Formation and Estate Planning for Pennsylvania on
Q: What process is required to give Personal Rep authorization to windup a PA LLC where the sole member has died?

Sole member of small PA LLC has died. Operating agreement dissolves the LLC upon member death. Personal Rep wants to wind up and terminate the LLC. Personal Rep has letters testamentary. What PA Dept of State forms (filing of certificates), or processes, are required to authorize Per Rep to wind... View More

Michael Cherewka
Michael Cherewka
answered on Apr 18, 2023

The Personal Rep has the authority to wrap up the LLC as you describe it. There is a Dissolution process in PA for ending an LLC, which includes collecting all revenues and accounts receivable, paying all costs and debts of the business, getting tax clearances from the Department of Revenue, and... View More

1 Answer | Asked in Estate Planning, Foreclosure, Real Estate Law and Probate for Pennsylvania on
Q: Where can I obtain a petition document for partition action in court of chancery in Sussex county delaware.A

My mom died intestate with a mortgaged home the lender sold portfolio of mortgages and in paperwork it showed owners death certificate but didn't show any documents of the 3 heirs so now the new mortgage co. Is trustee and said they need our birth cert. And signed quit claim deeds from the 3... View More

David Kennedy Bifulco
David Kennedy Bifulco pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
answered on Apr 1, 2023

You should immediately seek counsel from a Trust and Estate attorney who is familiar with foreclosure actions. You should contact the heirs and open an Estate with the Sussex County Register of Wills or in the County of her residence when she passed away and have the heirs appoint an Adminstrator... View More

1 Answer | Asked in Estate Planning and Probate for Pennsylvania on
Q: Does a deed to a house override a will?

If a house is transfer from my father to my father and sibling as joint tenants with rights of survivorship, does a will giving the house to myself and my other siblings become void? Even if done at the same time or after the deed? Does she automatically get the house no matter what the will says... View More

W. J. Winterstein Jr.
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W. J. Winterstein Jr.
answered on Mar 22, 2023

A Will, once admitted to probate, and surviving any challenges to validity, distributes assets, and pays debts, existing as of the date of death.

If, prior to death, the testator transfers property to others, then that transfer, assuming it is not invalid, diminishes what is owned at death....
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