Assistant Estate

JULI A. MOORE

**** ******** ******

Hellertown, PA 18055

Residence: 610-***-****

PROFESSIONAL EXPERIENCE

Worth, Magee & Fisher, P.C., Allentown, Pennsylvania 2013-Present

Legal Assistant (Part Time)

Orloff, Lowenbach, Stifelman & Siegel, P. A., Roseland, New Jersey 2010-2013

Trusts and Estates Paralegal

Trust Duties included:

• The assignment of Tax Identification numbers for Trusts;

• The allocation of assets to fund trusts established under a Decedent’s Will; and

• The distribution of assets to Trust Beneficiaries upon termination of the Trust’s Administration.

Estate Duties Included:

• The preparation of the Petition for probate and the filing of the Decedent’s Last Will and Testament and

Codicil with the Surrogate’s Court for the issuance of Letters of Testamentary and Letters of Trusteeship;

• The Filing of the Affidavit of Mailing of Notice of Probate with the Surrogate’s Court;

• The gathering and collecting of estate assets for estate administration proceedings by drafting letters to

various banks, brokers, insurance companies, creditors, devisees, etc. to obtain date of death valuations;

• The arrangement for real and personal property appraisals to obtain the necessary tax waivers required

for closing of real property transactions and transfer of estate assets;

• The establishment and maintenance of an estate checking account ledger for payment of debts and

administrative expenses;

• The preparation and filing of Federal, New York and New Jersey estate tax returns (Form 706, ET-706

and NJ IT-Estate) and New Jersey and Pennsylvania inheritance tax returns (Form NJ IT-R and Form

REV-1500); and

• The preparation of Refunding Bonds and Blanket Assignments for distribution of estate assets.

Riker, Danzig, Scherer, Hyland & Perretti LLP, Morristown, New Jersey 1999-2010

Legal Assistant, Estate Administration

Responsibilities included:

• The filing of the Will with the Surrogate’s Court and issuance of Letters Testamentary for estates of

decedents who died testate, and for the application of a surety bond and Letters of Administration for

intestate proceedings;

• The preparation of an Inventory of probate and non-probate assets to be gathered for the Estate’s

Administration;

The drafting and filing of federal and state estate and inheritance tax returns;

• The maintenance of estate records, bank ledgers, docket calendars, etc.;

• The final distribution of assets to the Estate’s Beneficiaries; and

• The preparation of Fiduciary Income Tax Returns for both the Estate and Testamentary Trusts.

COMPUTER SKILLS

• Microsoft Word / Microsoft Excel 2010

• Outlook 2010

• Lackner / Fast Tax Software for Fiduciary Accounting Systems

• EVP (Estate Valuations and Pricing Systems) Software for Security Valuations

EDUCATION

Mercer County Community College, West Windsor, New Jersey, ABA Approved

Legal Assistant Program, Associate in Applied Science Degree

The Pennsylvania State University, University Park, Pennsylvania

Psychology, Bachelor of Science Degree

REFERENCES ARE AVAILABLE UPON REQUEST

Contact this candidate