Recent content by kinks711

What is the name of your state? Pa My mom passed away last week and I am the executor of her estate. She had a 90,000 annuity account with my brother as joint owner with right of survivorship. She had no property or any assets. She owned a 2003 Jeep Liberty with a balance to a bank that is...

What is the name of your state? PA If my mother tranfers 90,000 from her cd to a checking acct. in my name (son) and hers could I write 30,000 checks to my brother, sister and me plus our spouses without going over the 11,000 gift limit or should I give 22,000 to each and their spouse and 8,000...

Thanks for the quick responses. I'm not sure how the trustee got started on this but it was probably because one of my assets was a bad debt of $22,700 from the sale of this house. The corp that bought it closed down and the atty general couldn't find the owners. I guess trustee wants some money...

What is the name of your state? Pa Went to my 341 on Wednesday and trustee asked about house I sold in Oct 1999 and the proceeds were given to my mother (whom I owed) in Oct 1999. She in turn bought a house with this money in Oct 1999. I filed BK on 3/30/04 and the trustee might consider this a...