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I am trustee for a revocable living trust for the benefit of
I am trustee for a revocable living trust for the benefit of my disabled half brother. His father died last year and his stepmom asked me to become trustee - Grantors are his father and stepmom. The t… read more
DK_CPA
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My father passed May 1 and my brother and I are the personal
My father passed May 1 and my brother and I are the personal representatives for his estate which consists of only 3 small investment accounts. We have to file a final personal state and federal incom… read more
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I have bout 8 questions relating to my dad's estate, which
Hello, I have bout 8 questions relating to my dad's estate, which is quite small. Can I provide a paragraph of background and expect to get my questions answered? … read more
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Estate or FAM REV LIV TRUST. Mother passed 2016. Decedent's
Estate or FAM REV LIV TRUST. Mother passed 2016. Decedent's Estate was opened and an EIN was assigned. It was opened pending decedent's deceased brother proceeds.In that same year, Father pass and an … read more
Lev
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I am in California. My mother passed away in April of this
I am in California. My mother passed away in April of this year. She has a BofA 12month Featured IRA in the amount of about $17,000. I have just filed a claim for it via a Small Estate Affidavit since… read more
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My mother established a revocable family trust. She died on
My mother established a revocable family trust. She died on 01/15/2011. She had a little over $1 mill in assets. My brother, sister, and I are the beneficiaries. On July 12, 2011, my brother died and … read more
socrateaser
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My mother had a revocable trust and my father had the right
My mother had a revocable trust and my father had the right to use the income/interest to the trust. When she passed away an EIN was gotten and my father put it in as a grantor trust on the Form 1041 … read more
Stephen G.
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My mother formed an irrevocable Famity Trust when my father
My mother formed an irrevocable Famity Trust when my father died in 2005. My mother died in February 2010. The Family Trust names my oldest sis who lives in Oregon, my middle sis and me who live in Ca… read more
jgordosea
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Hi Lev, You answered a previous related question. I dont
Hi Lev, You answered a previous related question. I don't know how this site works and if you have that tracked. Here's the background. My mother passed away in July 2011. She had a revocable trust. M… read more
Lev
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My father died in 2009. His home was owned by his revocable
My father died in 2009. His home was owned by his revocable living trust of which I was a co-trustee. My sister and I were the beneficiaries. I sold his property, proceeds disbursed to the trust accou… read more
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My father died July 2008. He had an irrevocable trust when
My father died July 2008. He had an irrevocable trust when he died but no trust tax ID. Since his death, I have been using his non-trust joint checking account with his, my brother's and my name to pa… read more
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My father died in 2002 leaving a trust for my mother to live
My father died in 2002 leaving a trust for my mother to live off the earnings of the trust. My mother, brother and myself could get obtain money from the trust if we had an emergency need through the … read more
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My mother passed away 1/24/10. She has an irrevocable living
My mother passed away 1/24/10. She has a revocable living trust. My brother and I are trustees. The bank recently told my brother that we had to get an EIN for mom so they can process the paperwork pr… read more
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My friends mother passed away in feb 2008, we did a final
My friend's mother passed away in feb 2008, we did a final tax form on her last year. For the 2009 tax year, she recieved a 1099 from cds that are still in her mothers name, the bank said the name sho… read more
Lev
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I am in the process of filing a 706 (my mom died in Sept.)
I am in the process of filing a 706 (my mom died in Sept.) her estate is valued right around 3 million. My brothers insist that they need to fill this out ALONG with me and that we need to go back 16 … read more
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Father and Mother had living revocable Trusts. Father died
Father and Mother had living revocable Trusts. Father died in 2007 and his Trust became irrevocable. Mother has Alzheimer's. I am the Trustee for the Trusts. Can I file a joint 1040 for Mother and Fat… read more
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Our father passed away 4 years ago. We are in New York State.The
Our father passed away 4 years ago. We are in New York State.The estate was just settled in 2/2008. There was no will. The only heirs are my brother and myself. The estate was under $200,000. Monies w… read more
Bill
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My mother died in Sept. 2007, my father had already passed ...
My mother died in Sept. 2007, my father had already passed away. The estate was left to their 5 children. As executor I distributed $2,000 to each of the 5 siblings at the end of Dec. 2007. There was … read more
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