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Matthew B. Lovewell, Esq.

0 reviews
Phone: (412) 228-2274

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.

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
Monday   9:00am - 5:00pm
Tuesday   9:00am - 5:00pm
Wednesday   9:00am - 5:00pm
Thursday   9:00am - 5:00pm
Friday   9:00am - 5:00pm

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