When a loved one dies with a will (rather than with a funded trust) the Commonwealth of Pennsylvania and the Federal Government each require that certain actions be completed by the executor.

For example, the decedent's income tax returns, inheritance tax return and possibly a federal estate tax return must be filed.

During the estate admininstration income tax returns might also have to be filed for the estate. Here is a short video review of seven of the basic steps that an execeutor will be required to complete.

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David M. Frees, III
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