John W. Ament, Esquire
Ament Law Group, P.C.
- Inheritance tax planning & filings
- Remote options available
- Local court experience
Do I Need Probate in Pennsylvania?
Usually requires probate
- Assets solely in the decedent’s name
- PA real estate in the decedent’s name
- Need for a formal claims period
Often no probate needed
- Accounts with named beneficiaries (POD/TOD/IRA/401k)
- Joint accounts w/ survivorship
- Small assets eligible for simplified transfer
Small Estate Path
We evaluate eligibility and prepare simplified filings to release funds efficiently.
The Westmoreland County Probate Process
1
Consultation & Strategy. We review the will, assets, debts, and goals to plan the best path.
2
Open the Estate. Petition the Westmoreland County Orphans’ Court to appoint a personal representative.
3
Notify & Inventory. Publish notices, notify heirs/creditors, and file the Inventory.
4
Taxes & Claims. Manage claims and prepare the PA inheritance tax return.
5
Account & Distribute. Prepare an account and proposed distribution; then close the estate.
Typical Timeline: Many estates complete in ~6–12 months depending on complexity and court scheduling.
Costs & Timeline — What to Expect
Attorney’s Fees
Flat-fee and hourly options based on scope, disclosed upfront in writing.
Court Costs
Filing fees and publication vary; we’ll estimate during your consult.
Inheritance Tax
Due 9 months after date of death; early-payment discounts may apply.
Frequently Asked Questions
How long to open an estate?
No fixed deadline to open; but taxes and notices have deadlines. Opening promptly helps avoid penalties.
Out-of-state executor?
Yes, permitted. We handle filings remotely and coordinate e-signatures.
No will?
PA intestacy rules control. The court appoints an administrator and assets pass by statute.
What is a small estate?
PA provides streamlined options for modest estates; we assess eligibility and prepare filings.
Your Probate Team
Katlynn R. Oliver, Esquire
Ament Law Group, P.C.
- Inheritance tax planning & filings
- Remote options available
- Local court experience
Ament Law Group, P.C. serves clients across Westmoreland County. Meetings by appointment. This site is informational only and not legal advice.
Request a Free Consultation
Phone: (724) 733-3500
Email: probate@ament.law