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  1. Trust Administration: Re: Family Settlement Agreement Sample Form to Settle an Estate in Pa

    I think that is for option one, of the choices I listed earlier , filing an account . I want to do option 2 , enter into a family settlement agreement. The easier less formal option . Us three heirs...
  2. Trust Administration: Re: Family Settlement Agreement Sample Form to Settle an Estate in Pa

    Looks like you can do your own thing . What would i include as settlement information? The estate consists of a lot of savings accounts , cd's, checking accounts , 1 stock , house and home contents ....
  3. Trust Administration: Re: Family Settlement Agreement Sample Form to Settle an Estate in Pa

    Before distribution of the estate to heirs , you are required to file an account with the clerk of orphans court of XXXXXX County , enter into a Family Settlement Agreement between yourself as...
  4. Trust Administration: Family Settlement Agreement Sample Form to Settle an Estate in Pa

    My question involves estate proceedings in the state of: Pennsylvania.

    I've done all the tasks for settling my dads estate except the family settlement agreement and distributing the assets. I...
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    Re: Inherited IRA ,incorrect Distributions

    The first two distributions the $6900 and $441 were reported on tax returns , just not the RIGHT tax returns . The $3600 never got reported anywhere . I agree with your analysis , beneficiary's need...
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    Re: Inherited IRA ,incorrect Distributions

    Thanks for weighing in on this cluster and confirming that errors were made. The three named beneficiaries are the same as the beneficiaries (heirs) of the estate. The bank put the first distribution...
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    Inherited IRA ,incorrect Distributions

    Mistake 1?
    I am the executor of my dads estate . Dad passed away 10/26/2018, leaving an IRA approx( $11000.00) with named beneficiaries as us three siblings. Unbeknownst to me until now, eight days...
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