Probate and Estate Administration (Pennsylvania)

Levine Law helps clients with undertaking the estate administration process after the death of a loved one, such as opening the estate, compiling inventory, and making distribution. We understand that this is a difficult time. We can assist you with preparing and reviewing all necessary paperwork, financial statements, and court filings. Our firm will help from beginning to end during every step of the administration process, whether you are an executor, administrator, trustee, beneficiary, or heir.

Concentrations

• Notary Services | E-Notary Services | Electronic Notary Services

• Inventory Identification of Assets and Debts

• Death Taxes (State and Federal)

• Inheritance Tax Returns

• First and Final Accounting Filed in Probate Court

• Family Settlement Agreements

• Estate/Trust Litigation in Probate Court Representing Executor, Administrator, Trustee, Beneficiary, or Heir

• Ranging from High Net Worth Estates to Small Estates

• Real Estate | Real Property | For Sale by Owner

• Deeds

• Department of Human Services (DHS)

• Medicare | Medicaid | Medical Assistance

• Claims

• Satisfactions | Negotiations | Settlements | Releases

• Joint Property

• Right of Survivorship

• Trusts

• Stocks | Bonds

• Annuities | Pensions | IRAs | Roth

• Mortgages

• Transfers including: Inter Vivos | Gifting | During Life | While Living

• Retained Interest

• Family Exemption

• Personal Representative Commissions

• Inheritance Tax | Death Tax | REV-1500

• Grant of Letters cta | dbn | dbncta | pedente lite | durante absentia | durante minoritate

• Intestate | Testate

• Wills

• Codicil

• Renunciations

• Oaths

• Death Certificates

• Orphans' Court

• Register of Wills

• Inheritance Tax Estimates

• Equitable Tax Allocation Across Beneficiaries

• Act as Personal Representative | Administrator

• Out of State Heirs

• International Heirs

• United States Tax Court Certified

• Internal Revenue Service (IRS)

• Pennsylvania Department of Revenue

• Rightful Heir Protection & Lawful Heir Protection

• Beneficiary

• Bureau of Program Integrity | Division of Third Party Liability | Recovery Section

• REV-1543

• Non Resident Return

• Inheritance Tax Information Notice and Taxpayer Response

• Consultant to: Certified Probate Real Estate Specialist (CPRES)

• Estate Questionnaire

• Impeccable Return Record: Accepted as Filed

• Abogado Habla Espanol - Attorney Speaks Spanish

• Corporate Trustee Legal Representation

• Ancillary Estates Using Exemplified Records

• Out of State Estates

• Probate

• Orphans' Court

• Register of Wills

• 10.5 Notice to Beneficiaries and Intestate Heirs