Learn the Steps to Validating a Will and Administering an Estate in Pennsylvania
This month, we cover the process of probate in Pennsylvania: a practical guide. Probate is the legal process that validates a will and ensures assets transfer according to the deceased’s wishes. Margaret Zylka House, Attorney at Law, in Connellsville PA, understands the probate steps in Pennsylvania and can help you manage the process with confidence.
Step 1: Filing the Will and Petition for Probate
The probate process begins when the executor files the will with the Register of Wills in the county where the deceased lived. If no will exists, the court will appoint an administrator to handle the estate. The executor must also submit a petition to open probate and prove the will’s authenticity.
Step 2: Appointing an Executor or Administrator
Once the court approves the petition, it issues Letters Testamentary or Letters of Administration. These legal documents grant the authority to manage the estate, pay debts, and distribute assets.
Step 3: Notifying Heirs, Beneficiaries, and Creditors
The executor must notify heirs, beneficiaries, and known creditors about the probate process. Pennsylvania law also requires publishing a legal notice in the local newspaper to alert any unknown creditors.
Step 4: Inventorying the Estate’s Assets
The executor gathers and appraises all estate assets, including bank accounts, real estate, investments, and personal property. Pennsylvania law requires filing an inventory report with the court, ensuring full transparency.
Step 5: Paying Debts, Taxes, and Expenses
Before distributing assets, the executor settles outstanding debts, funeral expenses, and estate taxes. Pennsylvania has an inheritance tax that varies based on the beneficiary’s relationship to the deceased. Properly handling tax filings prevents legal complications.
Step 6: Distributing the Estate to Beneficiaries
After payment of debts and taxes, the executor distributes assets according to the will and submits a final accounting for court approval. If no will exists, Pennsylvania’s intestacy laws determine the beneficiaries.
Call Margaret Zylka House, Attorney at Law to Guide You Through Probate in PA
The probate process requires careful legal guidance to ensure proper administration. At Margaret Zylka House, Attorney at Law, we assist families through every step of the probate process.
For more information on our legal services, call (724) 628-4955 or visit us on Facebook. Our attorneys are happy to help you navigate the process of probate in Pennsylvania: a practical guide.
