BOOK REVIEW
By: Jeff Lippincott
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TITLE: Pennsylvania Fiduciary Guide AUTHOR: Richard Grossman, James Hollinger COPYRIGHT: 2001 (but comes with annual update) ISBN: 1887024522 PUBLISHER: George T. Bisel Company, Inc. |
Jeff's comments:
This book provides a good overview of many of the relevant topics to consider when
performing executor duties for a decedent's estate in Pennsylvania.
Table of Contents (TOC):
1. Steps Preliminary to Probate and Grant of Letters
2. Disposition of Estates Independent of Letters
3. The Grant of Letters of Administration
4. Probate of Wills
5. The Grant of Letters Testamentary
6. Duties Following Grant of Letters
7. Family Exemption
8. Elective Share of Surviving Spouse
9. Administration of Real Estate
10. Debts and Claims Against the Estate
11. Survival, Abatement and Control of Actions
12. Inventory
13. Pennsylvania Inheritance, Estate and Income Taxes
14. Federal Estate and Income Taxes
15. Accounting
16. Distribution
17. Will Contests
Appendices:
1. Attorneys' Check Sheet of Executors' Duties
2. Estate Settlement Timetable
3. Check List - Deceased Veterans' Estates
4. Post-Death Tax Planning Check List
5. Intestate Descent in Pennsylvania
6. Audit Notices
7. Short Cuts
8. For of Status Report - Rule 6.12
9. Real Estate - Heirs and Devisees
10. Form of Notice Under Rule 5.6
11. Certification of Notice Under Rule 5.6(a)
12. Form of Notice to Department of Public Welfare
Copyright © 2006 by Jeff Lippincott. All rights reserved.