State Laws
Probate in Pennsylvania
Petition for Probate of Will
To obtain Letters Testamentary, which will authorize the petitioner to manage the estate as the executor, they must file the below with the register of wills[4]:
- Estate Information Sheet (REV-346)
- Petition for Probate and Grant of Letters Testamentary (Form RW-02)
- Oath of Personal Representative (included in Petition)
- Original Will
- Death Certificate
In some cases, the petitioner may need to post bond before receiving the Letters.[5] Once granted, the executor must publish a notice to creditors and provide interested parties with a Notice of Estate Administration (Form RW-07).[6] They must then file an Inventory (Form RW-09) and Certification of Notice (Form RW-08).[7]
After settling the estate’s taxes and debts, the executor must have an Accounting approved by beneficiaries through a signed Receipt and Release.[8] The executor must then distribute assets and file a Status Report (Form RW-10) along with the Receipt.[9]
Small Estates
Estates can be distributed without full probate administration using a Petition for Settlement of a Small Estate if the total value is $50,000 or less (excluding real estate and certain personal property).[10]
Resources
Forms
- Estate Information Sheet (REV-346)
- Petition for Probate and Grant of Letters Testamentary (Form RW-02)
- Inventory (Form RW-09)
- Notice of Estate Administration (Form RW-07)
- Certification of Notice (Form RW-08)
- Status Report (Form RW-10)
Links
Sources
- § 2501
- § 2502
- § 2505
- §§ 3151, 3161, Begin the Probate Process, Dept. of Revenue
- § 3171
- § 3162(a), 231 Pa. Code § 10.5(a)
- § 3301, 231 Pa. Code § 10.5(d)
- Instructions for REV-1500 (Who Must File), Guide to Legal Issues for PA pg. 19, 231 Pa. Code § 10.6(b)(3) & (5)
- 231 Pa. Code § 10.6(b)(5) & (c)
- § 3102