Forms for Settling an Estate in Pennsylvania

Free forms for settling an estate in Pennsylvania: probate petition, small estate affidavit, creditor notice and closing forms. Prepare each form.

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Petition for Probate and Letters

In Pennsylvania, the petition asks the Register of Wills of the county of the decedent’s domicile to appoint the personal representative, whose authority is proved by Letters Testamentary or Letters of Administration; an informal (registrar) track is available20 Pa.C.S. § 901 (register jurisdiction over probate and letters), § 3155 (register grants letters), § 908 (appeal from the register's decree to the Orphans' Court)Verified Sep 8, 2026View source.

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Notice to Creditors

In Pennsylvania, the notice to creditors is published for 320 Pa.C.S. §§ 3162, 3381-3392, 3532Verified Oct 19, 2026View source weeks in a local newspaper, and creditors have 12 months20 Pa.C.S. § 3532 (one year from first complete advertisement of the grant of letters — a risk-distribution protection period for the personal representative, not a nonclaim bar)Verified Sep 8, 2026View source from first publication to present claims.

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Renunciation of Executor

In Pennsylvania, a person named as personal representative may renounce the right to servePa. O.C. Rule 10.1; Form RW-06 rev. 01.01.20Verified Sep 23, 2026View source before anyone is appointed.

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Estate Inventory

In Pennsylvania, the personal representative files the estate inventory within 270 days20 Pa.C.S. §§ 3301-3303Verified Sep 15, 2026View source of appointment.

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Estate Closing

In Pennsylvania, the personal representative is discharged automatically once the statutory period runs20 Pa.C.S. §§ 3531, 3532, 3533, 3514, 3521Verified Sep 15, 2026View source, and no final accounting is required.

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IRS Form 1310

Claim a refund due a deceased taxpayer on the official form, on the box the form routes you to, with what the form says to attach.

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Letter of Instruction

Prepare the letter a bank or insurer requests during estate settlement, addressed to its claims department.

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Affidavit of Death

In Pennsylvania, a surviving joint owner records the “Affidavit affecting the title to real estateAct of Nov. 5, 1981, P.L. 328, No. 118 (long title)Verified Oct 26, 2026View source”.

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Tools for Settling an Estate in Pennsylvania

Free tools for settling an estate in Pennsylvania: whether probate is needed, executor and trustee pay, creditor deadlines and taxes. Run each tool.

How Much Can an Executor Charge?

Pennsylvania pays executors reasonable compensation20 Pa.C.S. § 3537 (compensation "reasonable and just"; no statutory percentage); In re Estate of Sonovick, 541 A.2d 374, 376 (Pa. Super. 1988); Estate of Andrews, 2026 PA Super 168Verified Sep 8, 2026View source, typically 2.2%Estimated from the 16 state statutes that set an executor fee schedule (median and interquartile range at this estate value)Verified Sep 8, 2026View source to 3.8%Estimated from the 16 state statutes that set an executor fee schedule (median and interquartile range at this estate value)Verified Sep 8, 2026View source of the estate.

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Can I Self-File Probate?

In Pennsylvania, informal probate is available20 Pa.C.S. § 901 (register jurisdiction over probate and letters), § 3155 (register grants letters), § 908 (appeal from the register's decree to the Orphans' Court)Verified Sep 8, 2026View source, and a self-represented executor can usually handle it for a simple, uncontested estate.

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How Do I Get Letters Testamentary?

In Pennsylvania, the county Register of Wills issues Letters Testamentary or Letters of Administration once the Register of Wills of the county of the decedent’s domicile appoints the personal representative; an informal (registrar) track is available20 Pa.C.S. § 901 (register jurisdiction over probate and letters), § 3155 (register grants letters), § 908 (appeal from the register's decree to the Orphans' Court)Verified Sep 8, 2026View source.

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What Are the Creditor Claim Deadlines?

In Pennsylvania, the 12 months20 Pa.C.S. § 3532 (one year from first complete advertisement of the grant of letters — a risk-distribution protection period for the personal representative, not a nonclaim bar)Verified Sep 8, 2026View source period after first publication of the creditor notice protects a representative who distributes after it; late claims can still reach undistributed assets.

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What Happens When an Estate Is Insolvent?

When an estate owes more than it holds, Pennsylvania pays the claims in 720 Pa.C.S. § 3392Verified Sep 23, 2026View source classes in statutory order, beginning with administration costs.

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How Do I Claim a Deceased Person's Unclaimed Property?

In Pennsylvania, a deceased owner's unclaimed property is claimed from the Pennsylvania Treasury, Bureau of Unclaimed Property72 P.S. 1301.1 et seq. (Disposition of Abandoned and Unclaimed Property Act); 20 Pa.C.S. 3101(e) (heir claims without letters)Verified Aug 24, 2026View source.

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How Do I Open an Estate Account When Someone Dies?

Compare estate-account opening requirements bank by bank: channels, required documents, and steps.

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Hire a Pennsylvania Probate Attorney

Browse 113 probate firms in Pennsylvania with addresses, contact info, and practice details.

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Pennsylvania Estate Settlement Resources

In-depth guides covering Pennsylvania probate, estate administration, and settling an estate.