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John Whalen

John Whalen

John B. Whalen, Jr., J.D., LL.M
  • Probate, Estate Planning, Tax Law
  • Pennsylvania
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Summary

John B. Whalen, Jr., J.D., LL.M. is an AV Peer Review Rated Preeminent 5.0 (Attorney and Counselor at Law), is listed in the Bar Register of Preeminent Lawyers; and is Avvo Rated 10.0 Superb (obtaining over 75 client reviews and peer endorsements).

Mr. Whalen is a Past President of the Delaware County Estate Planning Council, recipient of the Legum Magister Post-Doctorate Degree in Taxation (from the Villanova University School of Law), recipient of the American Jurisprudence Award in Wills, Trusts, and Estates (from the Widener University School of Law), and a recipient of the ABA-BNA Law Award for Academic Excellence (from the Widener University School of Law).

Mr. Whalen is a frequent speaker and writer on the areas of Probate, Wills, Trusts, Estates, and has spoken for the Pennsylvania Bar Institute, spoken at the Widener University Osher Lifelong Learning Institute, and spoken at the Delaware County Estate Planning Council. He has also had his legal articles published by the Pennsylvania Bar Institute, the Pennsylvania Law Weekly, the Philadelphia Business Journal, and the Martindale.Com website. He has had his law blogs published on the Lawyers.Com website.

Mr. Whalen concentrates his legal practice solely in the areas of: Estate Law, Estate Planning, Estate Administration, Executor Representation, Probate, Ancillary Probate, Last Wills, Decedents Estates, Powers of Attorney, Advance Directives, Trust Law, Living Wills, Fiduciary Law, Inheritance, Inheritance Tax, Trusts and Estates, Trust Administration, Cemetery Law, Tax Law, Estates, Estate Planning for Unmarried Couples.

Practice Areas
  • Probate
  • Estate Planning
  • Tax Law
Fees
  • Free Consultation
  • Credit Cards Accepted
Jurisdictions Admitted to Practice
Pennsylvania
Languages
  • English: Spoken, Written
Professional Experience
Pa Probate Wills Estates Lawyer
John B. Whalen, Jr., J.D., LL.M
- Current
Pa Probate Wills Estates Lawyer
Lamb McErlane
-
Pa Probate Wills Estates Lawyer
Lastowka Messick
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Pa Probate Wills Estates Lawyer
Forceno Hannon and Arangio
-
Pa Probate Wills Estates Law Clerk/Lawyer
Joseph P. Lynch, Esq
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Education
Villanova University School of Law
LL.M.
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Widener University Delaware School of Law
J.D.
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Temple University
B.S.
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Awards
2017 Top One Percent
American Registry
2017 Martindale AV Judicial
Martindale
Professional Associations
State Bar of Pennsylvania # 60297
Member
Current
Publications
Articles & Publications
Settlement of Small Estates upon Petition
Pennsylvania Bar Institute
Speaking Engagements
11th Annual Estate Law Institute., Philadelphia, PA
Pennsylvania Bar Institute
Certifications
AV Peer Review Rated
Martindale.com
Websites & Blogs
Website
Whalen Pa Probate Wills Estates
Legal Answers
9 Questions Answered

Q. Is the family exemption on rev-1511 funds that the claimant should receive or is something else i do not understand.
A: ... hello ... I believe you are referencing Rev-1500, the Pennsylvania Inheritance Tax Return ... they are funds that are paid from the Estate to the applicable person ... ... Good luck ... John John B, Whalen, Jr., J.D., LL.M. is an AV Peer Review Rated Preeminent Attorney and Counselor at Law and is Avvo Rated 10.0 Superb Mr. Whalen has spoken for the Pennsylvania Bar Institute and the Delaware County Estate Planning Council, and has had his legal articles and blogs published by the Pennsylvania Bar Institute, the Pennsylvania Law Weekly, the Martindale.Com website, the Lawyers.Com website, the Avvo.Com website. Mr. Whalen provides free initial home consultations seven (7) days per week, including all evenings, weekends, and holidays. B = Subscribe to our Blog T = 610-407-0220 C = 610-999-2157 A = 1199 Heyward Road, Wayne PA 19087 W = WhalenPaProbateLawyers • • • • • ‌‌
Q. Executor did not check box on PA Inheritance Return showing $14,000 gift checks within one year of decedent's death.
A: ... Hello ... ... Many problems can come from this ... It was signed incorrectly (I hesitate to use the word "fraudulently" because honest mistakes happen ... But many questions come from this also ... Why didn't you sign the R&R form? ... Were the transfers listed on the schedule on the Inheritance Tax return? ... Did you receive the funds? ... ... I can't help you further without knowing more but good luck ... Even a Judge who Adjudicates an Estate does not have the Power to override the Pennsylvania Department of Revenue when it comes to light ... ... Good luck ... ... John ...
Q. How to avoid PA inheritance tax on a house owned by a father still alive. Son wants to know should his name be on deed?
A: ... hello ... ... you cannot avoid the Pennsylvania Inheritance Tax (which is only 4.5% to children), without creating bigger problems elsewhere ... ... I would consult with an experienced Probate Estates Attorney with a Tax background ... ... good luck ... John
Q. My Dad died in 2014 and my mom has not set up estate.I hear my kids are left money.
A: Hello ... My condolences ... You're best first step is to check with the Register of Wills in the County where your father passed away ... That information is public knowledge ... The people at the Register of Wills are very helpful and can answer most of your non-legal questions (they cannot give out legal information ... Also - ask your mother ... Maybe I am missing something, but it sounds like she would have information also ... Good luck ... John
Q. Can taking $3500 family exemption considered attacking my mom's will? I lived w/her for 4 yrs. Residual to be divided.
A: ... hello ... ... no - not at all (and whoever is telling you this is - your brother - should not be doing so) ... further - you can claim the Family Exemption in cash ($3,500.00) and also retain some of the personal property as part of your 1/4 residual share ... ... if you need more help, I would suggest a short consult with an experienced Estates and Probate attorney ... ... good luck ... ... John ...
Q. Am I entitled to any of my deceased wife's money left to her by her father?
A: ... hello ... ... no ... in addition to the legal obstacles your have to overcome (which I can only hazard a guess), 30 years is just too long a time period to wait ... ... you could discuss this with another probate and estates attorney, but I am sure you would get the same answer ... .. good luck ... John
Q. How do you get letter of testamentary.
A: Hello ... You have to go to the Register of Wills and Probate his Will or (if you are not named in his Will or he doesn't have a Will) you have to have Letters issued to whoever that may be ... If you provide more information on your situation, I will offer more advice ... Good luck ... John
Q. Myself and siblings are admins on my mothers estate.
A: ... Hello ... ... if you are both co-executors, your sister should do what the Will says ... you don't give enough facts re the provisions of the will to allow me to explain more ... I would be more than happy to answer if you provide more information ... ... good luck ... ... John ... • • • • • John B, Whalen, Jr., J.D., LL.M. is an AV Peer Review Rated and Avvo Rated 10.0 Superb Attorney and Counselor at Law. Mr. Whalen has spoken for the Pennsylvania Bar Institute and the Delaware County Estate Planning Council, and has had his legal articles and blogs published by the Pennsylvania Bar Institute, the Pennsylvania Law Weekly, the Martindale.Com website, and the Lawyers.Com website. Mr. Whalen provides free initial home consultations seven (7) days per week, including all evenings, weekends, and holidays. B Subscribe To Our Blog T 610-407-0220 C 610-999-2157 E jw60297@me.com A 1199 Heyward Road, Wayne, PA 19087 W WhalenPaProbateLawyers • • • • •
Q. My grandfather passed away in May of last year and my father(one of 4 heirs) passed away a month later. Why does my paps
A: ... Hello ... ... Whether or not your father had a Will, it appears that your father was entitled to a share of your grandfather's estate ... Pennsylvania has an Intestacy Statute that will handle that ... ... Good luck ... ... John ...
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Contact & Map
1199 Heyward Road
Wayne, PA 19087
USA
Telephone: (610) 407-0220
Cell: (610) 999-2157