I plan to gift my sister a house valued at $120,000 in Kentucky. There are no existing mortgages or liens, and she is not planning to sell the house immediately. I do not expect any compensation or favors in return. Will this affect her income taxes?

My mother-in-law, who resided in Arkansas, recently passed away, and my husband is listed as the Trustee of her family trust. The trust was originally established by her late husband in 2000 and is a revocable trust. She also had a last will and testament, which states that everything should be... View More

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Nina Whitehurst Lawyers, want to be a Justia Connect Pro too? Learn more ›
answered on Mar 10, 2025

When your mother-in-law passed, the trust became irrevocable. Consequently, you do need to obtain a tax id number for the trust.

I am trying to find the settlement documents for a house my mom purchased in Sussex County, Delaware, in 1998 for tax purposes. I need to locate the purchase date and price. I performed a property search through Sussex County's website, but the listed information seems incorrect, showing a... View More

In a family matter case at the Hartford court, I, the plaintiff, requested the defendant's financial records and tax returns as part of discovery. The defendant failed to object or respond to my discovery requests, leading me to file a motion to compel, which the court granted. Subsequently,... View More

I have been working for my employer for 5 years without receiving any paystubs, and I am only paid through Zelle. My employer refuses to provide weekly paystubs despite my requests. I use a time clock app to track hours worked, but I am concerned about the accuracy of my pay and tax withholdings,... View More

I have worked for a woman as a property manager and repairman for over 30 years, living in a place she supplied and using a work vehicle she provided. There were no written contracts, agreements, or pay stubs, and neither of us paid social security. She recently told me she owes me nothing. I... View More

I'm planning to receive ownership of a home from my father in Missouri. The house is fully paid off and currently owned by him. He plans to use a quitclaim deed for the transfer, but I'm considering other methods, like a trust or LLC, to maintain privacy and protect against title theft... View More

I received a notice from a tax lien holder's lawyer with a 30-day deadline to redeem a tax certificate or face foreclosure. I redeemed the certificate at the tax collector's office within 24 days and received a receipt, but this was after the 2-year redemption period had ended. However,... View More

Leonard R. Boyer Lawyers, want to be a Justia Connect Pro too? Learn more ›
answered on Mar 9, 2025

Unless you have a consultation with an experienced mortgage foreclosure defense attorney, it is impossible to know if you are correctly stating what the legal pleading you received actually is. If the two year redemption period has ended then it was too late to redeem the tax lien certificate.... View More

My wife had $16,000 stolen from her 401(k) account with Fidelity following an identity theft incident in June. We were not informed by Fidelity until we discovered the account was blocked in November. We have reported this to the police, Identitytheft.gov, and social security. Fidelity claims to be... View More

Charles M. Baron
answered on Mar 9, 2025

If your money is not refunded, you might have a potential negligence claim against Fidelity, which is likely insured for that. Schedule an appointment with a lawyer in your area who handles civil litigation including negligence claims against financial institutions. The lawyer should promptly... View More

I have been receiving deductions from my paycheck every two weeks since October to pay for back due child support. Despite this, the Child Support Enforcement sent me a letter requesting the first two pages of my tax return and my ID so my tax refund can be released. There weren't any issues... View More

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Stephen Edward Robertson
answered on Mar 10, 2025

Both federal and state law include mechanisms for enforcing child support by tax intercept for collection of past due child support. The North Carolina Supreme Court has determined that if an obligor is currently paying the monthly amount required by the child support order and is current with a... View More

I recently discovered that my soon-to-be ex-spouse submitted our joint tax return online without my knowledge or consent, claiming it was a mistake. Last year, I signed the documents digitally with my consent, and I intended to do the same this year. Despite knowing my personal information, I... View More

I have been working as a property manager and handyman for someone for 30 years, maintaining and repairing her apartment buildings. There was never any social security tax paid by either of us for me, and I suspect she might have used me as an expense on her tax returns. I did not have any written... View More

Can I sue to recover the property taxes I've paid over the past 45 years from my sister-in-law, who sold her half-interest in the property in Florida? She has never contributed to property taxes or maintenance costs. There was no agreement, written or verbal, about sharing these expenses. How... View More

Erik A. Perez
answered on Mar 10, 2025

You may be able to claim unjust enrichment. However, you will not be able to claim all 45 years as there is a statute of limitations of 4 years in Florida, thus you may be able to claim 4 years of the tax payments.

I live in Wilkinson County, Georgia, and I purchased a property on January 24, 2024. The tax assessor has informed me that they did not have to notify me about their assessment, which doubled my property assessment from the previous year because I bought the property after January 1, 2024. I... View More

My spouse and I have not filed our taxes for the previous two years, but we have agreed to split whatever we owe to the IRS. My first divorce court date is next month in DuPage County, Illinois. Can I proceed with the court date even if the tax filings are still pending?

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Brian W. Reidy
answered on Mar 7, 2025

You "can" proceed with your divorce without filing your taxes, but that doesn’t mean you "should". If your first court date is next month, you don’t have to finalize everything right away. It’s best practice to know exactly what is being divided before finalizing your... View More

If my mom passes away, her house, located in Maryland, is in a trust for my brother and me. Am I able to move the property into my separate trust for my children and still receive a step-up in basis? I plan to give my brother half of the property's current value in cash. Would I need to first... View More

Cedulie Renee Laumann
answered on Mar 7, 2025

Although an attorney cannot answer specific questions about a specific Trust without seeing the Trust terms, generally speaking there is a stepped-up basis for inherited property. There are different kinds of Trusts and the post doesn't say what kind is involved here but for a typical... View More

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I'm an Air Traffic Controller applying for a Public Trust clearance and have concerns about my background. Since August 2024, I've been in contact with a woman from Colombia, sending her money occasionally for living expenses. I filed for Chapter 13 bankruptcy in November 2024 but am... View More

Carl Cottone
answered on Mar 7, 2025

Because his Ch13 is a given and he is not asking about his Ch13, his question is NOT a bankruptcy question, it's a Public Trust clearance question.

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I currently work as a licensed nurse in Georgia and will be moving to Tennessee. I plan to work remotely for the same employer, coming into the office in Georgia twice a month. My employer does not have policies for remote work across state lines and is concerned about compliance issues. I need... View More

Are donations made to NIL collectives affiliated with educational institutions tax-deductible under current Georgia and federal tax codes?

In our judgment agreement from May 2024, it states, "Father and mother shall alternate claiming Fallon for child tax credit, with father claiming in even years and mother claiming in odd years." I filed for my child in 2023, and my child's mother has filed for the previous nine... View More