Patti Spencer – Medium

Patti Spencer

Patti Spencer

Tony Comes Home From Vietnam | Patti Spencer

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May 20, 2019

Tony Comes Home From Vietnam | Patti Spencer

May 20, 2019

Patti Spencer

Growing Downwards | Patti Spencer | Patti Spencer

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Mar 16, 2019

Growing Downwards | Patti Spencer | Patti Spencer

Mar 16, 2019

Patti Spencer

What Does a Surviving Spouse Inherit? — Spencer Law Firm

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Mar 16, 2019

What Does a Surviving Spouse Inherit? — Spencer Law Firm

Mar 16, 2019

Patti Spencer
in
EstateGenie Blog

Prepare Real Property for Transfer to Beneficiaries or Sale

Obtain copies of deeds for all real estate owned by the decedent. This includes real estate jointly owned with others and also real estate…

Aug 20, 2018

Prepare Real Property for Transfer to Beneficiaries or Sale

Aug 20, 2018

Patti Spencer

Secure Digital Assets and Potentially Close Decedent’s Electronic Accounts; Log Accounts and Assets

It is the responsibility of the personal representative to secure and protect all of the decedent’s assets including digital assets and the…

Aug 17, 2018

Secure Digital Assets and Potentially Close Decedent’s Electronic Accounts;
Log Accounts and Assets

Aug 17, 2018

Patti Spencer
in
EstateGenie Blog

Probate Will or Petition for Letters of Administration

If the decedent left a will, the will is filed with the Register of WIlls for the County, along with a Petition for Probate and Grant of…

Aug 6, 2018

Probate Will or Petition for Letters of Administration

Aug 6, 2018

Patti Spencer
in
EstateGenie Blog

Log Any Unpaid Medical Expenses

Unpaid medical bills are debts to be paid, and they are also deductions for the Pennsylvania inheritance tax.

Jul 25, 2018

Log Any Unpaid Medical Expenses

Jul 25, 2018

Patti Spencer
in
EstateGenie Blog

Consider Requesting Discharge From Personal Liability

Since a personal representative takes on a personal liability for the decedent’s unpaid federal income and gift taxes, it is often wise to…

Jul 20, 2018

Consider Requesting Discharge From Personal Liability

Jul 20, 2018

Patti Spencer
in
EstateGenie Blog

Review Administration Tasks for Closely Held Business Owned by Decedent

When the estate includes a closely-held business interest, the personal representative must be concerned with the continuation or…

Jul 17, 2018

Review Administration Tasks for Closely Held Business Owned by Decedent

Jul 17, 2018

Patti Spencer
in
EstateGenie Blog

Consider Requesting Prompt Assessment of Decedent’s Income Taxes

Consider requesting prompt assessment of decedent's U.S. income taxes by filing form 4810.

Jul 15, 2018

Consider Requesting Prompt Assessment of Decedent’s Income Taxes

Jul 15, 2018

Patti Spencer

Patti Spencer

Who says trusts and estates law is boring? It’s got everything — murder, conspiracy, corruption, family feuds, lots of money at stake. pattispencer.com

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