Recent content by swalker2001

Well, we are all still waiting for the estate to be finished. The lawyer says that he sent in the estate taxes on March 13, 2023 and I just heard from him today that he called to the Iowa Dept. of Revenue and says that he has not had a response from them. Is the lawyer the only person that...

Thank you so much!! You have explained it so well!! I will definitely share this with everyone! Thanks again!!

Sadly I think that she is going to do the taxes and the lawyer is the one sending out the K-1's. The one thing that we are all concerned with is that we will have to pay taxes on money we have not received and that the IRS will expect us to pay it thinking that we did receive the money already...

An Update: We have still not received our inheritance and my brother actually contacted the lawyer to ask if we are to wait to do our taxes until we receive the K-1 form. The lawyer said yes we are going to be receiving a K-1. My brother asked why we are going to get the form for 2022 taxes...

Will do! Thanks so much!

Thank you for your reply! This has been quite a mess since the beginning! I didn't think that we should be getting the K-1 until after the close of the estate but, the executor will not even talk about or answer any simple questions. The lawyer is really not alot better! Thanks so much...

The cousin that is the executor has contacted us via text message that we should wait to do our taxes until we receive a K-1 tax form. We are to include this in our 2022 taxes is what she said. Do we have to claim this on our taxes for 2022 even though we have not received our inheritance...

We have had to separate the brother! Just don't like that he is talking about it to everyone but us! My other cousin actually had some lawyer business to do and she did get a number of his assets because the lawyer got in touch with the courthouse. He definitely had more than any of us...

Yes....I get that. Thanks for your reply! As far as her petitioning the court....that will be a no go!

We have not asked for a list of assets. That will be the next thing that we will do. I guess I am just asking all of this because my cousin, who is also a beneficiary, called our cousin who is the executor and asked her how things were going and she told her that she is not going to talk...

Well.....I did get a copy of the will and it is distributed exactly as we were told that it was. The executor sold the house and car and everything that was of value. Now she says that she is cashing in a couple of CD's that he had in the bank this month (November 2022) so that we do not get a...