Karen Ann Ulmer, P.C.
Legal & Mediation Services
“Calming the Chaos, Creating Solutions”
Call for a Confidential Consultation
866-567-9029 or 215-752-6200
Practice Areas
Watch our Video

Informal Probate Administration

Informal administration is where the bulk of the process is by agreement of the interested parties. The notice requirements are still the same. After the short certificate, the executor or administrator needs to notify all possible beneficiaries as well as all possible debtors by publishing notice in the local law reporter and a local newspaper of general circulation. The executor or administrator should notify social security, employer(s), banks, insurance companies, retirement plans, etc. regarding the death of the decedent. The tax returns for the decedent and the estate still need to be completed with applicable taxes paid. 

Click below to read more.

The actual distribution of the estate is by agreement of the parties. All parties should sign a final receipt and release or family settlement agreement. In this instance, it is not necessary to file a formal inventory and accounting with the court. The benefit is there are fewer filing fees and legal fees since less paperwork is filed with the court. Also, there may be more risk of liability on the executor or administrator, specifically if distribution of the estate is occurring prior to the one year mark from notice. It is a good idea to still wait the one year and to also still have an inventory and accounting prepared and presented to the beneficiaries.

Click here to read more about probate of an estate.

No Comments

Leave a comment
Comment Information
  • Avvo Rating
  • 10.0 Superb
  • 2014 top 100 lawyers ASLA
  • Overall Client Rating in Family Law - 4.8 out of 5.0

Office Locations

Langhorne Office
174 Middletown Boulevard
Suite 300
Langhorne, PA 19047

Phone: 215-752-6200
Fax: 215-752-6202
Langhorne Law Office Map

Doylestown Office
44 East Court Street
Doylestown, PA 18901

Phone: 215-348-3800
Fax: 215-752-6202
Doylestown Law Office Map

Norristown Office
516 DeKalb Street
2nd Floor
Norristown, PA 19401

Phone: 215-752-6200
Fax: 215-752-6202
Map & Directions