Pennsylvania Fiduciary Guide (includes book + digital download)

Bisel Publishing

$210.00 

8th Edition

AUTHORS: M. PAUL SMITH,
RICHARD L. GROSSMAN and JAMES L. HOLLINGER
1 Volume, Hard-bound

Includes book + digital download (link provided at checkout)

Published: December, 2018 (8th Edition) (Previous Editions: 1957, 1962, 1975, 1983, 2000, 2007 & 2012)

Most recent supplement/update: 2024 Supplement; released Feb. 2024.

2024 Supplement Author: James Mannion
Library of Congress Number: 2007941856
ISBN: 0-9755281-8-1


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.

  • Arranged in logical sequence from Grant of Letters to Distribution and Will Contests.
  • Time-saving appendixes offering helpful checklists and timetables.
  • Complete cross-reference index.

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