Does your office assist in the preparation of the inheritance tax return?

No. This office functions only as an agent for the filing of the Inheritance Tax Return and the payment of the Inheritance Tax. This means that we accept the return and payment and send them to the commonwealth of Pennsylvania. The staff is not trained to give direction or advice concerning the correct completion of the return or calculation of the tax. If you have further questions that are not answered in the Tax Return instruction booklet, you should contact an attorney or an accountant for assistance. The Inheritance Tax Booklet with instructions is provided by this office at the time that the Estate is opened.

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1. Where are you located?
2. What are your office hours?
3. Can I get information over the telephone?
4. How far back do your records go?
5. What records are available to the public?
6. Can anyone obtain records from your office?
7. What services does the Register of Wills provide?
8. What does it mean to register a will?
9. Why is a will registered or probated?
10. What is Probate?
11. What does the word intestate mean?
12. The decedent died without a will, now what do I do?
13. What is a short certificate?
14. Why do you keep the original will?
15. Does a will get registered or filed after it is written?
16. I cannot find the original will. I only have a copy. What can I do?
17. What is a testator?
18. What is a Will?
19. Should everyone have a Will?
20. What occurs when there is no Will?
21. When is a Will effective?
22. Does the Law require the signature of the Testator to be witnessed at the time of signing?
23. What property passes by Will?
24. Is there any limitation on the validity of a Will?
25. What are Letters Testamentary and Letters of Administration?
26. Do I need an attorney to apply for Letters of Testamentary or Letters of Administration?
27. Who can be appointed administrator?
28. What do I need when I come to the office to open the estate? (Other applicable paperwork such as Renunciations or Bond)
29. Does your office assist in the preparation of the inheritance tax return?
30. What is Estate Administration?
31. When is formal Estate Administration required?
32. Who administers an estate?
33. What is the Law regarding Living Will/Advance Directive or Healthcare Power of Attorney in Pennsylvania?
34. Do I file a Living Will/Advance Directive in the Register of Wills Office?
35. Are Life Insurance Proceeds subject to Pennsylvania Inheritance Tax?
36. Are transfers made prior to the Decedent's death subject to Pennsylvania Inheritance Tax?
37. What are Spousal tax rates?
38. Does Pennsylvania recognize convenience accounts?
39. What does a Personal Representative do?
40. Is an Attorney necessary in Estate Administration?
41. What role does the Will have in Estate Administration?
42. What is done during Administration?
43. What fees are paid during administration?
44. What should be done first?