The following basic list summaries many of the administrative duties that a Personal Representative is required to perform. However, it is important to note that this list is not all inclusive. These basic duties are the following:

· Advertise the grant of Letters by the Register of Wills;

· Obtain a Taxpayer Identification Number (“TIN”) from the IRS;

· Take control of the Decedent’s assets;

· Pay the debts of the Decedent;

· Provide written.. notice to the beneficiaries;

· Notify the Department of Public Welfare and, potentially, the Attorney General of Pennsylvania;

· File the numerous required tax returns and pay the requisite taxes;

· File an Account with the Orphans’ Court or execute a Family Settlement Agreement, if such Agreement is permissible and feasible;

· Distribute the estate assets to the beneficiaries and heirs, as the context requires; and

· File a final report with the Register of Wills.


Business details

Probate-Related Services

  • Asset Protection
  • Capital Gains Tax
  • Contested Wills
  • Estate Tax
  • Family Business Planning
  • Guardianships & Conservatorships
  • Healthcare & Living Wills
  • Living Trusts
  • Long-Term Care Planning
  • Power of Attorney
  • Probate & Estate Administration
  • Probate Avoidance
  • Succession Planning
  • Tax Analysis
  • Trust Administration
  • Trust Litigation
  • Trust Planning & Setup
  • Wills

Hours of Operation

  • MON
  • 9:00am
  • 5:00pm
  • TUE
  • 9:00am
  • 5:00pm
  • WED
  • 9:00am
  • 5:00pm
  • THU
  • 9:00am
  • 5:00pm
  • FRI
  • 9:00am
  • 5:00pm
  • SAT
  • SUN


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