Recent content by Mrs Sully

What is the name of your state (only U.S. law)? NJ My mother died in NJ in Oct of this year with a will (I am the only beneficiary). My uncle is the named executor of the will. Mom lived with me in my house. She had no property assets besides her personal belongings. She had a bank account of...

What is the name of your state (only U.S. law)? NJ/PA My mom has general POA for an elderly friend who lives in PA. Mom recently moved to NJ. Along with it getting too much for her to handle, she now lives too far to make it work. She NEEDS to resign her duties at POA for this lady. The lady is...

What is the name of your state? PA I thought there was a post about this some time ago, but I searched and couldn't find it. When you are filing back taxes and your current address is different from the one during the year in question (the one on all the 1099s, etc), what address to you put on...

What is the name of your state? PA My mother is POA for an elderly friend who is in a nursing home. The friend's mental capacity is questionable. My mom hasn't visited her in a couple of months so she's not sure about her mental status, but the last time she visited her, she was in and out of...

What is the name of your state? PA We are considering having my mom transfer her deed into my name. She has a $19K home equity loan and no other liens. Can you tell me what the implication are cost-wise for me (taxes now and future, costs, out of pocket payments)? Thanks

What is the name of your state? PA I've taken over dealing with my mom's financial mess since she's sick. She has a credit card debt of $4500 with Bank of America. We made a payment in January, but it was apparently too little too late for them and they "charged off the account" and sent it to...

What is the name of your state? PA My mother is co-POA for an elderly friend. for the past 2.5 years she has been taking care of bills, etc. for her friend that is in a nursing home. The other POA is a nephew of the woman that isn't really too involved in his aunt's life, but the woman has no...

What is the name of your state? PA/NJ My mom is a beneficiary in her aunt's will. She received a letter in Aug '07 from the executor. Can someone decipher what these statements mean? "As for the balance of the Estate, although no Federal Gift and Estate Taxes were owed, a return for the New...

What is the name of your state? PA I'd like to have my name added to my mom's checking account so I can sign checks for her and help her pay her bills. Are there any potential issues with this? Will I be liable for anything with my name on her account?

What is the name of your state? PA My mother owes several years of back taxes. Is there any way to pick and choose which years we pay first or does any payment or refund automatically go toward the earliest year's debt? The first year she owes is just the largest amount and it would be nice to...

What is the name of your state? PA If a home is assessed at 65K and the market value is about 125K, how much above assessed value is a sale price that wouldn't be considered fraudulent? This is a sale between family members and we're looking for the lowest price that would be legal.

What is the name of your state? PA I'm new to all this SS stuff and trying to learn. My mom is undergoing treatment for her second bought with cancer. This time she'll be undergoing treatment indefinitely. She works from home part time. Now that she is undergoing treatment, she is only able to...

What is the name of your state? PA/NJ My mom's aunt died 2 years ago. Her nephew (not mom's brother) is the executor. At the time the aunt died, she was living with my mom in PA. She had lived there for maybe a year. She died in a PA nursing home. 3.5 months after her death, the executor sent...

What is the name of your state? PA My mom (59 yrs) owes money to the IRS, creditors and a home equity loan ($19K). Because she is chronically ill, her income isn't enough to meet her basic living expenses. My uncle is willing to buy her house from her at below market value (which is about...