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Deductions & credits
Who reads the trust? A CPA? Or do I have to go to a eldercare lawyer? The lawyer for the sale of the house needed to see a copy of the trust to be sure that we had authority to sell it. My sister and I were/are co trustees. I have been taking the lead paying off the medical bills but the house has been empty for 3 years but we paid the property taxes, no utitilies to speak of. When I cashed in annuities taxes were withheld on the interest and we each will get a 1099 on them. The only amount that had to filed for at the probate was $137 for small estate since there was a savings bond left out of the trust directions stating what was included in the trust. The house and contents were the only things left plus some cash left over in a checking account.
May 31, 2019
5:48 PM