Richard A. Katz

Richard Katz

I am sorry that your telephone calls were not answered as promptly as both you and I would wish. I do appreciate your frustration but I believe all issues have been resolved. The estate has been closed and all funds distributed to the heirs. This office does mainly estate and family law cases, and there are indeed times when we are not as available as we wish due to court appearances. However, the steps in the estate management were done timely and the Inheritance Tax return filed timely and accepted by the Commonwealth as accurate without any revisions. We strive to respond to calls and inquiries as soon as practicable and apologize for any delays. I do believe that the goals of the estate were met and the matter was successfully closed. Your representation of the fees being paid in advance was inaccurate, as the fees were paid in full after the tax return was filed and accepted and when the estate was finalized. It is our policy to not require payment in advance in most estates, but usually to enter into a a three installment payment plan based upon the filing of the papers necessary to complete the estate.