Estate Administration and Probate
Probate and Estate Administration in Western Pennsylvania
Estate administration is the legal process of settling a person’s affairs after death. This process includes
probate filings,
asset collection,
payment of debts and taxes, and
distribution of property
to heirs and beneficiaries in accordance with Pennsylvania law.
Lebovitz & Lebovitz, P.A. represents
executors,
administrators, and
family members
throughout Western Pennsylvania in probate and estate administration matters, from initial filings through final distribution and formal closing of the estate.
What We Handle
- Opening probate and obtaining Letters Testamentary or Letters of Administration
- Guidance for executors and administrators on fiduciary duties and required steps
- Estate asset identification, collection, and coordination with financial institutions
- Real estate issues during probate, including deeds, sales coordination, and title follow up
- Pennsylvania inheritance tax returns, payment timing, and audit support
- Creditor claims, estate expenses, and dispute prevention
- Contested estate matters and Orphans’ Court proceedings when disputes arise
Probate With and Without a Will
When a person dies with a valid will, probate typically begins with a petition for
Letters Testamentary filed with the Register of Wills. The executor named in the will is formally authorized to act on behalf of the estate.
If a person dies without a will, the estate is administered under
Pennsylvania intestacy law.
A personal representative is appointed through a petition for
Letters of Administration,
and assets are distributed according to statutory priority.
Many issues that arise during administration can be avoided with proper planning. We advise clients proactively through
estate planning
before problems arise.
Responsibilities of Executors and Administrators
Executors and administrators owe strict fiduciary duties, including identifying and safeguarding estate assets,
providing required notices, paying valid debts and expenses, filing tax returns, and distributing property in accordance with governing documents or law.
Failure to comply with these duties can expose fiduciaries to personal liability.
We guide clients through each step to ensure compliance and reduce risk.
Pennsylvania Inheritance Tax and Related Filings
Pennsylvania inheritance tax applies to most estates and is based on the relationship between the decedent and the beneficiary.
Returns are generally due nine months after death, with a discount available for early payment.
Estate administration may also involve federal estate tax considerations,
estate income tax filings, and coordination of asset basis reporting.
Real Estate and Closely Held Assets in Estates
Many estates include real property, family businesses, or
closely held investment assets.
These assets often present valuation, management, and transfer issues that require careful coordination during administration.
We assist with estate related real estate matters, coordination with title companies,
deed preparation, entity interests, and resolving ownership or distribution issues that arise during probate.
Contested Estates and Court Proceedings
Not all estates proceed smoothly. Disputes may arise involving
will challenges,
fiduciary conduct,
creditor claims, or disagreements among beneficiaries.
When necessary, estate administration issues are addressed through
Orphans’ Court proceedings or related litigation, with a focus on resolution consistent with fiduciary obligations and governing law.
Fees and Engagement Structure
Estate administration matters vary in complexity depending on
asset types,
tax exposure, and
family dynamics.
Some matters may be handled on a fixed or predictable fee basis, while others require hourly representation.
We explain scope and fees at the outset and focus on
efficient administration
that protects fiduciaries and beneficiaries alike.