Estate Administration
Estate administration
requires more than simply getting appointed as an executor for someone's estate. It involves a multitude of tasks that are typically completed by the attorney representing the executor of the estate. First and foremost, an inheritance tax return and inventory must be filed when an estate is opened. To properly file these documents, you must ensure that you have identified and properly valued all assets and debts in the estate.
Creditors must be notified of the passing of the decedent and date of death values of accounts need to be secured. There are also specific deadlines in which various documents need to be filed with the Register of Wills and Pennsylvania Department of Revenue. There are numerous procedural matters that need to be completed in order to certify to the Court that the estate was properly administered. If these steps are not properly completed the executor of the estate may be surcharged for any loss caused to the estate.
Our services include, but are not limited to the following:
- Preparing and filing the Petitions to probate the Estate.
- Notifying creditors and debtors of the estate.
- Preparing and filing the Inheritance Tax Return and Inventory as well as any formal or informal accountings of the estate.
- Assisting the executor/administrator with completing the administrative tasks that are required.