“The difference between the almost right word and the right word is really a large matter – it’s the difference between the lightning bug and the lightning.” (Mark Twain).
Whether you are a Pa Agent (under a Pa Power of Attorney), a Pa Surrogate (under a Pa Living Will), a Pa Trustee (under a Pa Trust), and/or (most importantly) a Pa Executor (under a Pa Last Will), you will ultimately be responsible for any and all problems, mistakes, and unpaid taxes.
Please also be aware that, when it comes to tax returns that were not filed, there is no statute of limitations – meaning that you could receive notice that taxes were due, but not paid, and are still currently due at any time.
Lastly, and most importantly, if you retained a professional (i.e., a lawyer, an accountant, etc.), call that professional and ask them what is the status of anything with which they assisted you. They should be able to give you accurate, precise, and immediate answers to any of your concerns. If they do not, please be forewarned. You may want to seek assistance elsewhere.
In keeping with Mark Twain’s quote, let’s try to separate the lightning bugs from the lightning.
Please contact me if you have any questions.
John B. Whalen, Jr., Esq.
Also published on Medium.