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A Simple Estate Matter? Not so Fast (Part 2)

             Last week I was telling you about Mark’s call regarding the administration of his sister, Melanie’s estate.   He had gone to the Surrogate to get appointed as administrator of the estate but had listed only 4 of 5 siblings as heirs, thinking his brother, Frank should not be listed because he “can’t” receive a […]

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A Simple Estate Matter? Not so Fast

     Mark called because he needed assistance with an inheritance tax return. The attorney he had hired to assist him in selling his sister, Melanie’s home was unsure how to complete it.      A little bit of background is helpful. Melanie died without a will. She had never married and had no children. Accordingly, under […]

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