Probate and Estate Administration
Our office in addition to Estate Planning does represent estates in the Probation and Administration of the estate. Probate is a legal process beginning with the filing of the will with the Orphan’s Court in the county in which the individual resided at the time of death. This is followed by complying with the Orphans’ Court Rules both from the Commonwealth of Pennsylvania and the local county. Publication may be needed to protect the assets of the estate along with the rights of the beneficiaries. The administration of the estate is the collecting of all of the assets either probate or non-probate, and liabilities of the deceased, paying the liabilities from the assets and distributing the assets as per the instructions in the will. There will be in the Commonwealth of Pennsylvania an Inheritance Tax return [form 1500] that will be required to be filed within nine (9) months of the date of death. They may also be a federal inheritance tax return [form 706] that will be required to be filed within one (1) year from date of death. In Pennsylvania they will also be required a First and Final Accounting filed with the Court or a Family Settlement drafted and signed by all the parties and filed.