Pennsylvania

Pennsylvania Resources for Executors

The Keystone State

Pennsylvania probate courts, executor forms, probate cost and executor fee calculators, and the agencies and banks to notify after a death.

Settle an estate in Pennsylvania, step by step

A Pennsylvania settlement plan lists each task in order, from the death certificate to the final distribution, with the Pennsylvania deadlines and forms attached to each step.

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Pennsylvania Probate and Settlement Rules

If you die without a will in Pennsylvania, your heirs must survive you by at least 120 hours20 Pa.C.S. § 2104(10)Verified Sep 10, 2026View source to inherit anything. This "survival period" exists to prevent property from passing through multiple estates in quick succession when family members die close together in time, such as in an accident. The amount a surviving spouse inherits without a will depends on whether your parents are still alive. If they are, your spouse may have to share the estate with them—a result that surprises many people and underscores why having a will matters.

Unlike states with formal independent administration statutes (such as California and Texas), Pennsylvania doesn't offer a simplified procedure for executors to petition for reduced court oversight. However, executors typically have statutory authority to manage routine estate matters. For families looking to avoid probate court involvement entirely, a revocable living trust remains the most reliable option.

Pennsylvania imposes an inheritance tax, which is paid by beneficiaries rather than the estate. The rate depends on the beneficiary's relationship to the deceased—spouses and direct descendants typically pay lower rates or are exempt, while more distant relatives and unrelated heirs face higher rates. This can affect how families structure beneficiary designations and gift-giving.

Pennsylvania does not have a constitutional homestead exemption, which means the family home has limited protection from creditors compared to states like Texas or Florida. Executors must publish a notice to creditors, who then 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 to file claims against the estate.

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Legal Sources

Data sourced from Pennsylvania statutes and official state code. How we research.

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Pennsylvania Estate Settlement Forms

Probate petition, notice to creditors, inventory, closing. Free for Pennsylvania.

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EIN Application

Get the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.

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Petition for Probate and Letters

Open probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.

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Free

Notice to Creditors

Notify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.

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Free

Renunciation of Executor

Decline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.

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Free

Affidavit of Heirship

Prepare the sworn statement of a deceased person's family history and heirs for recording in the county land records, with your state's recording instructions.

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Free

Small Estate Affidavit

Collect a small estate's property without probate — the sworn affidavit presented to banks and other holders, with a presentation letter for each.

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Estate Inventory

Prepare the probate inventory of estate property — every asset at its date-of-death value, with your state's filing or delivery instructions.

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Estate Closing

Prepare the paperwork that closes the estate — the state's closing instrument with its closing instructions, and the optional federal forms.

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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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Digital Assets Recovery Letter

Prepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.

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Pennsylvania Tools & Calculators

Probate cost, executor fees, creditor deadlines and more for Pennsylvania.