Herr Potts & Potts Blog

Who Can Receive an Inheritance Tax Refund in Pennsylvania?

When money passes through a will or the PA intestacy statute, it goes through a process called “probate.”  This court process gives the estate’s executor the power to administer the estate, assembles the entire estate, and passes the shares on to the heirs.  Any property that passes through the probate process is subject to an inheritance tax.  Who pays this tax, and who can claim a tax refund for these payments?  The Pennsylvania inheritance tax lawyers at Herr Potts & Potts may be able to help with your case.

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What is the Uniform Probate Code in Pennsylvania?

The Uniform Probate Code (UPC) was written by the National Conference of Commissioners on Uniform State Laws (NCCUSL) to regulate the estates of deceased individuals and inheritances uniformly. The NCCUSL intended for every state to adopt the provisions of the UPC. However, only a few states have chosen to adopt the UPC in its entirety fully. Pennsylvania is not one of those states. If you or a family member need to know more about the UPC, you should consult with an experienced Pennsylvania probate lawyer. The dedicated attorneys at Herr Potts & Potts have over eight decades of experience handling estate administration and probate issues for clients in Pennsylvania. Herr Potts & Potts is here to explain the intricacies of the Uniform Probate Code in Pennsylvania.

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What is the Probate Process Without a Will in Pennsylvania?

If a friend or family member has passed without a will, their estate still needs to be handled through probate.  Instead of deciding how their estate will pass to their heirs by looking at their last will and testament, Pennsylvania’s “intestacy statute” governs how their money and assets will be dispersed instead.  This is also the same process the estate will go through if a will is invalidated after will challenges.  For help ensuring you receive your share of a loved one’s estate, talk to the Pennsylvania probate attorneys at Herr Potts & Potts today. Estate Administration Without a Will in PA In Pennsylvania, there are two primary options to decide how most of your estate will pass when you die.  You can either write a will or remain “intestate.”  Intestacy merely means passing away without a will.  When this happens, Pennsylvania’s intestacy statute will step in and decide how

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How Long Does the Probate Process Take in Pennsylvania?

Any time money or assets are passed down through a will or Pennsylvania’s intestacy statute, they must go through a process called “probate.”  Probate is a court process to ensure that the will’s terms are carried out and that the entire estate is properly counted and passed on to the deceased’s heirs.  In many cases, probate can take a long time because it includes opportunities for other heirs or potential heirs under the will to challenge the will’s validity or the validity of certain bequests.  For help with your probate case, contact the Pennsylvania probate attorneys at Herr Potts & Potts today.

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Do I Need a Will or a Living Trust in Pennsylvania?

A will or a living trust are two valuable tools used for estate planning. A will is important to avoid having your estate distributed in accordance with Pennsylvania’s laws. A living trust can essentially operate as a vault to hold several types of assets that you transfer into it. Both wills and living trusts have advantages for their creators and their beneficiaries. If you or a family member needs help choosing between a will or a living trust, you should speak with an experienced southeast Pennsylvania estate planning lawyer. The lawyers at Herr Potts and Potts possess over eight decades of experience that they will use to help you determine whether a will or living trust is right for you. Herr Potts and Potts are here to explain whether you need a will or a living trust in Pennsylvania.

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Can Guardianships Be Reversed in Pennsylvania?

A guardianship can be a great help to an individual who does not have the ability to make sound decisions for themselves. However, sometimes a guardian may go against the best interests of an incapacitated person and may need to be removed. There are also other reasons to terminate a guardian’s authority. If you or a family member wish to have a guardianship reversed, you should speak with an experienced southeast Pennsylvania guardianship lawyer. The lawyers at Herr Potts and Potts have over eight decades of elder law experience that we will utilize to provide you with exceptional service. Herr Potts and Potts are here to inform you how guardianships can be reversed in Pennsylvania.

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