Entries by Karen Ulmer

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Tips for Executors

An executor is the person designated to be responsible for the administration of a person’s estate. As an executor, you are required to act in a fiduciary capacity and carry out the decedent’s wishes as stated in their will. To start, the executor will need to take the will to the Register of Wills to […]

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Tax Returns for Decedents

In Pennsylvania, two tax returns are likely needed following the death of an individual. First, the person’s executor or closest kin should make sure their final income tax return is completed. If the party was married at the time of death and previously filed taxes jointly with their spouse, their spouse can file on their […]

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Role of Adoptee

In Pennsylvania any individual may be adopted regardless of their age or residence. Additionally, any individual may become an adopting parent. Consent of the adoptee is required in all instances where the adoptee is twelve years of age or older. The prospective parent(s) must obtain certain clearances whenever the adoptee is a minor. The adoptee […]

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Reporting as Guardian

The court may appoint a guardian for a person or for an estate. If appointed as a guardian, there are annual reporting requirements to comply with. The report of a guardian should be submitted to the county orphans’ court. The report for guardian of an estate will include sections regarding any income, expenses or assets […]

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Production of a Will        

The initial step in the probate process is for the executor to produce the last will and testament of the decedent. The original copy of the will should be produced before the Register of Wills in the county where the decedent resided at the time of death. If the original cannot be located, it may […]