Bisel Logo Pennsylvania Fiduciary Guide

Smith, Grossman & Hollinger

8th Edition

AUTHORS: M. PAUL SMITH,
RICHARD L. GROSSMAN and JAMES L. HOLLINGER

Published: December, 2018 (8th Edition) (Previous Editions: 1957, 1962, 1975, 1983, 2000, 2007 & 2012)
Library of Congress Number: 2007941856
ISBN: 0-9755281-8-1

1 VOLUME; HARD-BOUND; PRICE: $229.00


THE HANDBOOK FOR EXECUTORS AND ADMINISTRATORS

A compact guide for attorneys, trust officers and others, setting forth the necessary steps and timetable in the administration of a decedent's estate in Pennsylvania, and the duties and responsibilities of the personal representative.

SUMMARY OF CONTENTS

1.   Steps Preliminary To Probate and Grant of Letters
2.   Disposition of Estates Independent of Letters
3.   The Grant of Letters of Administration
4.   Probate of Wills
5.   The Grant of Letters Testamentary
6.   Duties Following Grant of Letters
7.   Family Exemption
8.   Elective Share of Surviving Spouse
9.   Administration of Real Estate
10.  Debts and Claims Against The Estate
11.  Survival, Abatement and Control of Actions
12.  Inventory
13.  Pennsylvania Inheritance, Estate and Income Taxes
14.  Federal Estate and Income Taxes
15.  Accounting
16.  Distribution
17.  Will Contests

Appendices
1.   Attorneys' Check Sheet of Executors' Duties
2.   Estate Settlement Timetable
3.   Check List—Deceased Veterans' Estates
4.   Post-Death Tax Planning Check List
5.   Intestate Descent in Pennsylvania
6.   Audit Notices
7.   Short Cuts
8.   Form of Status Report—Rule 10.6
9.   Real Estate—Heirs and Devisees
10.  Form of Notice Under Rule 10.5
11.  Certification of Notice Under Rule 10.5
12.  Form of Notice to Department of Public Welfare
13.  Petition for Adjudication—Decedent's Estate — Rule 2.
14.  Notice of Claim—20 Pa.C.S Section 3532
15.  Notice of Charitable Gift — Rule 4.4
16.  Public Access Policy—Orphans' Court

Index

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