Estate Settlement and Administration

What You Need To Know About Estate Settlment

Following an individual’s death, an Executor is often required to open a formal estate to distribute assets, finalize debts, and ensure that applicable taxes are properly paid. Pennsylvania law generally requires the filing of a Pennsylvania Inheritance Tax Return within a specified period. Depending upon the size of the estate, a Federal Tax Return may also be required.

Once formally appointed, the Executor is personally responsible to ensure that the estate is handled properly. They must confirm asset valuations, coordinate the payment of estate debts and expenses, and file the appropriate tax documentation.

When an individual dies without a Last Will and Testament, their estate is controlled by Pennsylvania statute. We can assist in ensuring that the law followed and that the appropriate beneficiaries are protected.

Schedule A Consultation

For more information, contact Edward J. Coyle, Scott L. Grenoble, Michael S. Bechtold, or Jason J. Schibinger. You can also call our offices located in Lebanon and Palmyra at 717-274-1421 to schedule your appointment or reach out via our contact form.

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