Patti SpencerGrowing Downwards | Patti Spencer | Patti SpencerSkip to contentMar 16, 2019Mar 16, 2019
Patti SpencerWhat Does a Surviving Spouse Inherit? — Spencer Law FirmSkip to contentMar 16, 2019Mar 16, 2019
Patti SpencerinEstateGenie BlogPrepare Real Property for Transfer to Beneficiaries or SaleObtain 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, 2018Aug 20, 2018
Patti SpencerSecure Digital Assets and Potentially Close Decedent’s Electronic Accounts; Log Accounts and AssetsIt is the responsibility of the personal representative to secure and protect all of the decedent’s assets including digital assets and the…Aug 17, 2018Aug 17, 2018
Patti SpencerinEstateGenie BlogProbate Will or Petition for Letters of AdministrationIf 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, 2018Aug 6, 2018
Patti SpencerinEstateGenie BlogLog Any Unpaid Medical ExpensesUnpaid medical bills are debts to be paid, and they are also deductions for the Pennsylvania inheritance tax.Jul 25, 2018Jul 25, 2018
Patti SpencerinEstateGenie BlogConsider Requesting Discharge From Personal LiabilitySince 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, 2018Jul 20, 2018
Patti SpencerinEstateGenie BlogReview Administration Tasks for Closely Held Business Owned by DecedentWhen the estate includes a closely-held business interest, the personal representative must be concerned with the continuation or…Jul 17, 2018Jul 17, 2018
Patti SpencerinEstateGenie BlogConsider Requesting Prompt Assessment of Decedent’s Income TaxesConsider requesting prompt assessment of decedent's U.S. income taxes by filing form 4810.Jul 15, 2018Jul 15, 2018