http://njwe.forumotion.net/feed/? Latest topics Fri, 08 May 2009 12:28:05 GMT 10 http://illiweb.com/fa/prosilver_magenta/site_logo.gif http://njwe.forumotion.net/feed/? http://njwe.forumotion.net/2008-taxes-f3/condo-furniture-before-t11.htm Admin 2008 Taxes Fri, 08 May 2009 12:28:05 GMT http://njwe.forumotion.net/2008-taxes-f3/condo-furniture-before-t11.htm#45 http://njwe.forumotion.net/2008-taxes-f3/condo-furniture-before-t11.htm http://njwe.forumotion.net/personal-representative-f2/memorial-gardens-t5.htm Walt Diane and Pat. Walt received a call from Midland Memorial Gardens today. They told him there was a mistake and burial permission was signed for the wrong plots. We will be putting the forms in the mail tomorrow and you can sign and send them back. Personal Representative Sat, 30 Aug 2008 00:35:27 GMT http://njwe.forumotion.net/personal-representative-f2/memorial-gardens-t5.htm#26 http://njwe.forumotion.net/personal-representative-f2/memorial-gardens-t5.htm http://njwe.forumotion.net/personal-representative-f2/update-on-insurance-and-pension-t9.htm Diane Insurance: I received a checkbook for a line of credit from Mutual Omaha. It was originally for $22,500 -which surprised me a bit. After talking with Suzanne from Midland County, she contacted Mutual and they have since increased the amount to $25,000 (apparently once Norma turned 70, the value dropped by half). I have paid the funeral home & am not sure whether I should reimburse myself for Memorial Gardens from this money or if that should come from estate money. Also, I will ... Personal Representative Thu, 30 Oct 2008 23:35:21 GMT http://njwe.forumotion.net/personal-representative-f2/update-on-insurance-and-pension-t9.htm#41 http://njwe.forumotion.net/personal-representative-f2/update-on-insurance-and-pension-t9.htm http://njwe.forumotion.net/personal-representative-f2/preliminary-estate-inventory-t8.htm Admin Another next step in the probate process is compiling an inventory of Aunt Norma's assets. Here is a preliminary list (not including the house and monetary assets). Please weigh in on the estimated values or add things we may have forgotten (Diney and Mom helped me with the list): 1. furniture = $350 2. TV = $250 3. pocket watch = $250 4. hot chocolate set = $250 5. china = $200 6. silver = $150 7. collectible spoons = $?? (Jon, can you do some research on eBay or Amazon and ... Personal Representative Mon, 22 Sep 2008 15:24:37 GMT http://njwe.forumotion.net/personal-representative-f2/preliminary-estate-inventory-t8.htm#31 http://njwe.forumotion.net/personal-representative-f2/preliminary-estate-inventory-t8.htm http://njwe.forumotion.net/personal-representative-f2/estate-account-t7.htm Admin The P.R. paperwork is completed and the next step is to open the estate account. My credit union here in VA will allow us to open the account here even though the estate is in MI (this is what I was calling about on Thurs AM, Uncle Woody). Since Uncle Woody is taking care of the lawn-mowing, trash-hauling, brush-clearing at Aunt Norma's house, I will take care of the paperwork related to the estate account and getting Aunt Norma's monetary assets transferred into the account (Chemical and ... Personal Representative Mon, 22 Sep 2008 15:15:47 GMT http://njwe.forumotion.net/personal-representative-f2/estate-account-t7.htm#30 http://njwe.forumotion.net/personal-representative-f2/estate-account-t7.htm http://njwe.forumotion.net/personal-representative-f2/estate-split-t6.htm Diane There is one issue that I think we left undecided in our conversations - the estate "split" - that is whether it should be a 4-way sibling split or a 9-way split to include all nieces/nephews (I believe the understanding was that if we did a sibling split, those with children could pass on inherited dollars/goods to them). I think this was left hanging. Since our discussion, we have some new information. The employer-provided benefits (life insurance and retirement/pension) are ... Personal Representative Wed, 17 Sep 2008 18:48:09 GMT http://njwe.forumotion.net/personal-representative-f2/estate-split-t6.htm#29 http://njwe.forumotion.net/personal-representative-f2/estate-split-t6.htm http://njwe.forumotion.net/personal-representative-f2/walt-and-uncle-dick-t3.htm Walt Walt took Uncle Dick to the Lawyer today. Dick signed the paperwork for the PR. They explained the idea of a trust for him and he was agreeable. Walt received the appraisal on the house at $35,000. All of the junk is gone. Pam and Willie filled the dumpster and then they (Walt and Willie) made more 2 trips to the dump with 2 vehicles. Walt and I made 1 more trip the following week. The ladies from work came and took all of the items from the living room except the books and items to be kept. ... Personal Representative Thu, 28 Aug 2008 01:41:45 GMT http://njwe.forumotion.net/personal-representative-f2/walt-and-uncle-dick-t3.htm#21 http://njwe.forumotion.net/personal-representative-f2/walt-and-uncle-dick-t3.htm http://njwe.forumotion.net/2008-taxes-f3/tax-preparation-t4.htm pat I made initial contact with Wayne Smith, Smith & Company, 200 E Main St #300, Midland, MI, 989-839-5750, 989-839-0151/fax (wbsmith@smithandcocpas.com). I advised Wayne that we wish to engage his services to prepare NJW 2008 individual tax returns and final tax returns for the estate. No retainer is required; I told him I'd be in contact with him as information becomes available. PRELIMINARY INFORMATION: - NJW final tax returns will cover time period from Jan 1, 2008 - Aug 5, ... 2008 Taxes Thu, 28 Aug 2008 16:01:06 GMT http://njwe.forumotion.net/2008-taxes-f3/tax-preparation-t4.htm#23 http://njwe.forumotion.net/2008-taxes-f3/tax-preparation-t4.htm http://njwe.forumotion.net/richard-f1/criteria-for-green-hill-apartments-t2.htm pat I called Green Hill Apartments today, 989-832-3641 (contact:Jill) to find out the criteria for residence there. Income: 1 person, $22,600/year (Note: Savings interest counts as income) Age: 62 years or older, handicapped or disabled Assets: Office was not aware of limits on assets, if any Rent: 30% of income As we move forward, there may be more questions that need to be answered, but this provides the basics to start with. Pat Richard Thu, 14 Aug 2008 19:26:13 GMT http://njwe.forumotion.net/richard-f1/criteria-for-green-hill-apartments-t2.htm#8 http://njwe.forumotion.net/richard-f1/criteria-for-green-hill-apartments-t2.htm