Pa Executors and Duties

A Pa Executor has many responsibilities.

• Probating the Pa Will
• Providing various mandated court filings
• Obtaining an Estate E.I.N. number
• Preserving the Estate’s assets
• Satisfying the Estate’s creditors
• Notifying Beneficiaries and Heirs
• Filing the Decedent’s final Income Tax returns
• Filing the Estate’s Inheritance and/or Estate Tax Returns
• Filing the Estate’s Fiduciary Income Tax returns
• Providing an accounting of all of the estate items
• Distributing the assets to the beneficiaries (Will) or heirs (no Will)

Choose your Executor with extreme care

• Be aware of your Executor’s traits
• Be aware of the Estate’s Fiduciary Income Tax returns
• Be aware of the Decedent’s final Income Tax returns

As an Executor, please be aware that

• You can be held personally liable for unpaid taxes
• You should be careful of the advice you receive and what you hear
• You should ensure that the Income Tax returns were filed in your Estate
• With all of the recent talk of the Estate Tax, the Income Tax side is as vital

Choose Your Pa Executor under your Pa Last Will with care. Click To Tweet

Originally published at • John B Whalen Jr Esq •.