Skip to Content
Klenk Law

Chester County Register of Wills, “Agent” to Collect Inheritance Tax Payments, but Not to Prepare the Returns

Posted on Mon Mar 24, 2014, on Probate and Estate Administration

Most Recently Updated Sunday, April 22, 2018: Pennsylvania Inheritance Tax Payments Collected by Chester County Register of Wills.

Pennsylvania Inheritance Tax Payments

Chester County Probate Attorney, Kelly Barse.

Who Collects Pennsylvania Inheritance Tax Payments?

The Pennsylvania Inheritance Tax is levied against every penny of a Pennsylvania Probate Estate.  So no matter how small the estate the executor will likely have to file a Pennsylvania Inheritance Tax Return. But, to whom do you make your Pennsylvania Inheritance Tax payments?

The Chester County Register of Wills serves as an “Agent” of the Commonwealth to accept the Pennsylvania Inheritance Tax Return and to collect the payment.   

Will the Register Help You Complete the Inheritance Tax Form?

The Register will not help the executor or administrator complete the actual return. Clients are often confused by the Register’s status.  While the Register of Wills’ personnel is friendly and helpful, they are not attorneys and cannot give you legal advice.  The Register is tasked to collect the forms and tax payment.  But, the Register will not help with calculating the tax due.

While the Chester County Register’s staff is well trained in many aspects of the probate process, they are not trained to give direction or advice concerning the correct completion of the return or calculation of the tax. The Register provides you with a Form 1500 tax return instruction booklet. The Executor is responsible to correctly prepare and submit the return.  Most executors have never prepared an Inheritance Tax return.  Typically, the executor or administrator of a Chester County estate will obtain a Probate Attorney’s help.

Will a Probate Attorney Help Me with the Inheritance Tax Return?

Yes, Probate Lawyers regularly complete an executor’s inheritance tax return.  The Probate Attorney also helps facilitate the payment, making sure the Register receives the correct paperwork.  Our firm regularly prepares Pennsylvania Inheritance Tax returns, so there is nothing you can show us that we haven’t already seen. The estate pays the cost of having a probate attorney prepare the return.  Further, the cost is deductible on the inheritance tax return.

Please contact our office for a free consultation. Wills, Trusts, and Estates, It’s all we do!

In Conclusion:

In this Post, I tried to introduce you to the Probate Process and specifically about Inheritance Tax payments. Hopefully, you can answer the question, “Who collects Inheritance Tax Payments in Chester County?  Further, I included links to even more detailed information on my website.  So, let me know how I did, comments and questions are welcome!

Furthermore, I would be happy to answer your questions.  If you have any other matters feel free to contact our office for a free consultation. We try to make the process as painless as possible!

Wills, Trusts, Probate, and Estate Litigation, It’s All We Do!

Author, Peter Klenk, Esq.

Tags:

Chester County, Inheritance Tax, Pennsylvania, Probate, Probate Attorney, Probate Lawyer, Register of Wills

What Our clients are saying

Klenk Law Logo
Stars

Peter provided outstanding advice and preparation of a will and trusts.

Klenk Law Logo
Stars

Peter was excellent. He explained everything very clearly and is super friendly. My wife and I originally tried using a lawyer through group legal coverage, but unfortunately the old adage - "you get what you pay for" - applied to the other lawyer, and we decided to go with a real professional.

Klenk Law Logo
Stars

When it came down to picking the right attorney to handle my affairs, I knew right away it was this firm. From speaking to their secretary to speaking to Peter I knew I was making the right decision. After only a few mins Peter knew right away what I was looking for and handled all my questions professionally and even gave me great feedback that put my mind at ease. All that without even giving a single penny! So of course I hired him! So far so good...

Klenk Law Logo
Stars

AWESOME LAWYER! Peter Klenk is an exceptional attorney and a very nice person! Today I spoke with Peter about estate planning and was impressed with by his professionalism, cordiality, and attention to detail. I highly recommend Klenk Law for probates, wills, trusts, and other issues germane to estate planning!

Klenk Law Logo
Stars

Great friendly staff

Klenk Law Logo
Stars

Tremendous firm with bright, kind and tenacious people. Great representation for our family.

Klenk Law Logo
Stars

I'm totally satisfied with Klenk Law. Peter has a great legal mind with the personality of the guy next door.

Klenk Law Logo
Stars

Everything about my experience was a 10+! Peter and his staff made what I thought would be a difficult process easy and understandable. Every detail was handled correctly. No other firm could possibly do better than Klenk Law!

Klenk Law Logo
Stars

Peter and his staff are very responsive and always willing to help my clients and in a cost efficient manner.

Klenk Law Logo
Stars

Like another reviewer, I contacted Peter through his website using the free consultation link, for a question regarding PA inheritance taxes. The question was quite technical and difficult to explain, and the answer was nowhere to be found on the web. Peter grasped precisely what I was asking, and provided a clear, helpful response (with a touch of humor) the very next day.

Klenk Law Logo
Stars

Answered my question quickly and referred me to a colleague that could handle my problem

Klenk Law Logo
Stars

Mr. Klenk, quickly understood the circumstances presented and provided clear and concise advice. This advice provided me with the information I required to progress the case to my advantage.

Klenk Law Logo
Stars

Peter is excellent. I had a very complicated situation with my parents' estate planning and potential Medicaid needs. Peter was very knowledgeable in estate planning matters, able to define the best solution for the situation. Additionally, he was congenial and able to communicate effectively to my senior citizen parents the benefits of estate planning. He earned my trust, and more importantly, my parents' trust in a 45 mins consultation period. Highly recommend Peter. He is very easy to work with.

Klenk Law Logo
Stars

Peter recently gave a presentation about Wills & Trusts at my employer, and it was fantastic! He was extremely knowledgeable and provided valuable information to the group. People were very engaged and asked several questions, all of which Peter thoroughly answered. Personally, my husband and I have selected Peter to help us with our estate planning, and he has been very helpful in providing us with all of the information we need to provide a secure future for our family. Thank you, Peter!

Klenk Law Logo
Stars

Peter provided outstanding advice and preparation of a will and trusts.

Klenk Law Logo
Stars

Peter explained things in a way that was easy to understand. Everything was done in the time frame he said it. Could not have been better!

Klenk Law Logo
Stars

You & your staff are the best thank you for everything.

Klenk Law Logo
Stars

Peter and his staff handled all of our needs in a very professional and timely matter.

Klenk Law Logo
Stars

Peter Klenk made a complex subject understandable and allowed us to move forward with our estate planning. He was patient with our questions and creative in the solutions he proposed.

Klenk Law Logo
Stars

Peter explained a complex subject very clearly, helped us to decide the best approach to managing our estate and then made it very easy for us to execute the required documents. He will be a valuable resource for years to come and clearly has a great understanding of estate law that will lead to innovative solutions for us. I would unhesitatingly recommend him for estate planning.

Klenk Law Logo
Stars

Fantastic customer service. Very personable and most importantly they provide great explanations of what is required based on your individual needs. Highly recommend Klenk Law for anyone that needs to create a will and estate documents.

Klenk Law Logo
Stars

Always professional and very responsive. Everyone on the staff that I have worked with. I look forward to continuing our relationship.

Klenk Law Logo
Stars

Surprisingly easy

Klenk Law Logo
Stars

Affable...yet surprisingly cerebral estate planning atty. High marks all the way around.

Klenk Law Logo
Stars

Peter and his associates made things easy for us.

Let us put our expertise to work for you.

Free consultation within 24 hours.