So I talked briefly to a paralegal this morning and sent her post #1 in an email. She never responded. I suppose her boss read it and decided it wasn't worth pursuing. I'm going to go with what you suggested, zddoodah. I'll just file the returns as if my sibling and I inherited the property via...
Thank you, zddoodah. You've given me quite a bit of good info. I'm waiting for a malpractice attorney to return my call even as I type.
For everybody's info; I've already talked to FIVE CPA's and the moment they heard there was a conflict of trust vs deed they declined to do the returns.
There's only the one property in the trust, no other assets. Roundabout way, we're beneficiaries of the trust but there's only thing in the trust, subject property.
Yes, I read on a website that the deed itself does convey the appearance of intent but that intent is "rebuttable". Yes, the CDRE...
A deed doesn't have to be recorded to be valid. Here are the requisites for a valid deed:
1. It must be in writing; 2. The parties must be properly described; 3. The parties must be competent to convey and capable of receiving the grant of the property; 4. The property conveyed must be...
Thank you, army judge.:) But you're killing me. You seem optimistic the transfer was not a good transfer. Can you sort of ;)give me your own impression of what might be coming our way? Certainly we will retain an attorney, but the matter seems pretty straightforward. Here's how I see it using...
Mother bought SFD in 1974 in sole ownership. It stayed a rental property from purchase to present. Currently in escrow. Mother on deathbed. My sibling and I recently quitclaimed the property to satisfy the title insurance company.
In 1981 she passed title from herself to herself, my sibling and...