Estate Administration is the process of marshaling and distributing the assets of a deceased individual through the formation of an Estate. While this process can be emotionally draining and challenging to navigate, McCarthy Tax Law works with the administrator to help them comply with the directives of the will, and correctly follow Pennsylvania’s complex statutory scheme for the gathering of assets, payment of debts and taxes, and the ultimate distribution of assets passing through the estate.

In the Estate Administration process, we begin by reviewing the will. If the deceased did not have a will, meaning the deceased died “intestate,” we will assist you in determining those beneficiaries eligible for asset distribution under Pennsylvania’s statutory intestacy provisions. Under either circumstance, we help Administrators settle estates as efficiently as possible.

Since Pennsylvania is one of only a handful of states which imposes and inheritance tax, we will also prepare the Pennsylvania Inheritance Tax return for the estate.