Does your office assist in the preparation of the inheritance tax return?

No. This office functions only as an agent for the filing of the Inheritance Tax Return and the payment of the inheritance tax. This means that we accept the return and payment and send them to the Commonwealth. The staff is not trained to give direction or advice concerning the correct completion of the return or calculation of the tax. If you have questions that are not answered in the return instruction booklet, you should contact an attorney or an accountant for assistance. The Inheritance Tax Booklet with instructions is provided by this office at the time that the Estate is opened. To download forms and instructions from the Inheritance Tax Department, visit

Download forms and instructions

Show All Answers

1. Legal advice and information disclaimer
2. What are your office hours?
3. Can I request information by phone?
4. Can I request information by email?
5. How far back do your records go?
6. What records are available to the public?
7. Can anyone obtain records from your office?
8. What services does the Register of Wills provide?
9. Are wills public record?
10. What does it mean to register a will?
11. Does a will get registered or filed after it is written?
12. Why is a will registered or probated?
13. What is probate?
14. What do the terms intestate and testate mean?
15. The decedent died without a will. What do I do?
16. What do the words "Open an Estate" mean?
17. Is there a time limit or requirement to open an estate?
18. What is a short certificate?
19. Why do you keep the original will?
20. I cannot find the original will. I only have a copy. What can I do?
21. What are Letters Testamentary and Letters of Administration?
22. Do I need an attorney to apply for Letters Testamentary or Letters of Administration?
23. Who can be appointed administrator?
24. What do I need when I come to the office to open the estate?
25. Does your office assist in the preparation of the inheritance tax return?