Administering an estate, whether probating a Will (testate) or administering an estate without a Will (intestate) is the formal of opening the estate in the county where the decedent resided at the time of his or her death. The granting of letters of administration or letters testamentary opens the estate.

There are often ongoing financial obligations which must be addressed at the time of the administration of the estate. Our office is skilled at uncovering these debts and working to see to it that all of them are paid in a timely manner. We have worked with all of the Central Pennsylvania banking institutions, as well as the utility companies and suppliers and are familiar with the process in finalizing decedent’s accounts.

Finalizing a loved one’s financial obligations, including the payment of their funeral, can be emotionally trying. This is another reason to employ a professional to assist you. The strain of dealing with the loss of a loved one is often enough to bear without having to deal with the details of estate administration.

An inheritance tax return must be prepared once a formal estate has been opened. When filed in a timely manner, Pennsylvania estate tax returns receive a 5% discount on the taxes due. We
can assist you in the preparation of the inheritance tax returns, both state and federal.

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