Government Contract | Pennsylvania
Inheritance Tax Counsel

Bid Information

Bid Alert No: 00000462544

Bid Title: Inheritance Tax Counsel

Agency Bid No. Title: OGC-2016-76

Received Date: 01/18/2016

Close Date: 01/29/2016

Purchase Type: Term:

Delivery Point: Not Stated, Pennsylvania

Delivery Date: Not Stated

Special Notices: Questions Due By 01/21/2016 04:00 PM, Bidder Preregistration


Specifications include, but are not limited to:The Law Firm shall represent the Commonwealth of Pennsylvania, in matters relating to the Department of Revenues (Revenue) duties and responsibilities with respect to Pennsylvania inheritance tax as specified below.Subject to modification from time to time at the direction of the General Counsel or the Department of Revenues Office of Chief Counsel, the Law Firm is to serve as Revenues counsel regarding the exercise of its powers and duties under the Inheritance and Estate Tax Act of 1991, (72 P.S. 9101 et seq.). Counsel's focused attention shall be in respect to three primary areas: (i) defense of Commonwealth inheritance tax assessments during inheritance tax appeals filed in Orphans Court; (ii) filing of objections or presentment of claims for inheritance tax during estate audits and accountings; and (iii) filing of enforcement actions against estates for failure to file inheritance tax returns or pay inheritance tax.Without limiting the generality of the foregoing, the Law Firm understands that its role as Revenues counsel is likely to encompass legal advice, as well as strategic considerations, communications and related services (collectively legal and advisory services) regarding the types of actions discussed above. Specifically, these services will likely include the filing of appeals, petitions for citation, answers and objections. Additionally, services may include legal research, production of briefs and motions as well as all related court appearances. The Department anticipates selection of multiple Law Firms under this solicitation, with the expectation that most services will be provided within a limited number of counties located in proximity to the Law Firms location.The Law Firm shall consult with the General Counsel and Revenue on legal issues involved in the matters referred to in Paragraph 1 of this Appendix and in other matters requested by the General Counsel or the Chief Counsel of Revenue.The General Counsel reserves the right to represent the Commonwealth in any specific claims and determinations as she, in her sole judgment, might determine.

Product Code: 96149

Agency Information

Issuing Agency: Commonwealth of Pennsylvania- Office of General Counsel

State: Pennsylvania

Agency Type: State and Local

Contact: Jordan Wagner 333 Market Street, 17th Floor, Harrisburg, Pennsylvania, 17101

Phone: 717-787-9344




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