Tips | Evans Estate Law Resources

Attorney General Offices and Notices

Posted on July 5, 2015 by Daniel EvansSeptember 23, 2020

There are several circumstances under which notice must be given to the Attorney General of Pennsylvania: When a will has been probated that includes gifts to charities of more than $25,000, or which will not be be paid in full,...

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Estate Tax Closing Letters by Request Only

Posted on June 19, 2015 by Daniel EvansJanuary 13, 2017

The IRS web page with frequently asked questions on estate taxes now states that, effective Jun 1, 2015, estate tax closing letters will be issued only upon request, and requests should be made at least four months after the return...

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Ethics of “Cloud Computing”

Posted on June 1, 2015 by Daniel EvansJanuary 13, 2017

There is an American Bar Association web page with summaries and links to various state opinions on the ethics of storing confidential client information on off-site “cloud computing” services of third parties. Included is a link to Formal Opinion 2011-200...

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Forms 1099 with Post-Death Income

Posted on April 2, 2015 by Daniel EvansJanuary 13, 2017

It is quite common for a broker or other payor to issue Forms 1099-INT or 1099-DIV in the name of the decedent, and with the decedent’s security number, reporting income received after death. This happens because brokers continue to record...

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Satisfaction of Claims

Posted on August 1, 2014 by Daniel EvansJanuary 13, 2017

When a claim against an estate is filed with the Clerk of the Orphans’ Court in accordance with 20 Pa.C.S. § 3532(b)(2), and the claim is paid or otherwise satisfied without an account being filed with the court, it is...

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