Pennsylvania Probate Forms
Common probate forms used during estate settlement in Pennsylvania. Each page explains what the form is for, where to download the official version, and how to file it.
Informational only — not legal advice. Always confirm the current form with your local probate court.
Affidavit By Foreign FiduciaryForm RW-8Verified PDFAllows a foreign fiduciary (executor, administrator, trustee, or guardian) appointed outside Pennsylvania to exercise authority over an estate within the Commonwealth of Pennsylvania.Bond and Surety for Personal RepresentativeVerified PDFEstablishes a financial bond and surety requirement for a personal representative administering a Pennsylvania estate.Certificate of Notice Under Rule 5.6(a)Verified PDFCertifies that notice of beneficial interest has been served on or mailed to all beneficiaries of an estate as required by the Orphans' Court Rules.Certification of Notice Under Pa. O.C. Rule 10.5Form RW-08 rev. 01.01.20Verified PDFCertifies that Notice of Estate Administration required by Pennsylvania Orphans' Court Rules has been served or mailed to all beneficiaries entitled to notice.CERTIFICATION OF NOTICE UNDER Pa. O.C. Rule 10.5Form RW-08Verified PDFCertifies to the Register of Wills that Notice of Estate Administration required by Pennsylvania Orphans' Court Rule 10.5 has been served or mailed to all beneficiaries entitled to receive it.CERTIFICATION OF NOTICE UNDER Pa. O.C. Rule 10.5Form RW-08Verified PDFCertifies that notice of estate administration required by Pennsylvania Orphans' Court Rules has been served on or mailed to all entitled beneficiaries.CERTIFICATION OF NOTICE UNDER Pa. O.C. Rule 10.5Form RW-08Verified PDFCertifies that required notice of estate administration has been served or mailed to all beneficiaries under Pennsylvania Orphans' Court Rules.CERTIFICATION OF NOTICE UNDER Pa. O.C. Rule 5.6(a)Form RW-08Verified PDFCertifies that required notice of estate administration has been served or mailed to all beneficiaries under Pennsylvania Orphans' Court Rules.CERTIFICATION OF NOTICE UNDER RULE 5.6(a)Verified PDFCertifies that the personal representative has provided written notice of estate administration to all required beneficiaries and heirs within the timeframe mandated by Pennsylvania Orphans' Court Rules.Citation and Preliminary DecreeVerified PDFThis document comprises two distinct forms: a Citation ordering a respondent to show cause why a copy of a Last Will and Testament should not be admitted to probate, and a Preliminary Decree awarding the citation and directing service.Citation and Preliminary DecreeVerified PDFThis document cites respondents to show cause why a copy of a decedent's Last Will and Testament should not be admitted to probate, and establishes preliminary service procedures.Citation and Preliminary DecreeVerified PDFThis document serves as a citation to potential heirs or interested parties notifying them of a petition for Letters of Administration and provides the court's preliminary decree awarding a citation.Estate Information SheetForm REV-346 EXVerified PDFCollects decedent, personal representative, attorney, and filing-type information for submission to the Pennsylvania Department of Revenue in connection with estate administration.Estate Information SheetForm REV-346Verified PDFCollects decedent, personal representative, and attorney information for tax and probate administration purposes with the Pennsylvania Department of Revenue.First and Final AccountVerified PDFTo present a complete accounting of all transactions (receipts, disbursements, gains/losses, and distributions) by the trustee of a trust established under a will during the administration period.First and Final Account of ExecutorVerified PDFThe executor presents a detailed accounting of all estate transactions, receipts, disbursements, and distributions to interested parties for review and approval.Informal CaveatForm RW-5Verified PDFTo request that the Register of Wills grant no Letters Testamentary or Letters of Administration upon a decedent's estate.Inheritance Tax Return - Resident DecedentForm REV-1500Verified PDFTo report and calculate Pennsylvania inheritance tax liability on a resident decedent's estate assets, filed with the Register of Wills.Inheritance Tax Return - Resident DecedentForm REV-1500Verified PDFTo report the decedent's taxable estate and calculate Pennsylvania inheritance tax liability for a resident decedent.InventoryForm RW-09Verified PDFDeclares all personal assets and real estate of the decedent as of the date of death, with fair valuations for estate administration.InventoryForm RW-7Verified PDFTo inventory and value all personal assets and real estate of a deceased person's estate in Pennsylvania.InventoryForm RW-09Verified PDFCatalogues and values all personal assets and real estate of the decedent as of the date of death for estate administration purposes.InventoryForm RW-09Verified PDFTo document and report all personal and real estate assets of a decedent's estate to the Register of Wills.Model Charitable Remainder Unitrust AccountVerified PDFThis form presents the trustee's accounting of receipts, disbursements, and distributions for a charitable remainder unitrust established by deed, detailing principal and income transactions during the administration period.Nonresident Decedent Affidavit of DomicileForm REV-1737-1Verified PDFTo establish that a decedent was not domiciled in Pennsylvania at the time of death for tax and probate purposes.NOTICE OF CHARITABLE GIFT (In Accordance with Pa. O.C. Rule 4.4)Form OC-06Verified PDFTo notify the Pennsylvania Attorney General's Charitable Trusts and Organizations Section of charitable gifts or interests in estates or trusts subject to probate proceedings.Notice of Estate AdministrationForm RW-07Verified PDFNotifies beneficiaries and interested parties of a decedent's death and the grant of Letters to the personal representative(s) in the estate.Notice of Estate Administration Pursuant to Pa. O.C. Rule 10.5Form RW-07Verified PDFNotifies beneficiaries of the decedent's death and the appointment of personal representatives to administer the estate.Notice of Estate Administration Pursuant to Pa. O.C. Rule 10.5Form RW-07Verified PDFTo notify beneficiaries and interested parties of the death of a decedent and the grant of Letters to the personal representative(s) appointed by the Register of Wills.Notice of Estate Administration Pursuant to Pa. O.C. Rule 10.5Form RW-07Verified PDFThis form notifies beneficiaries of the death of a decedent and the grant of letters to appointed personal representatives in a Pennsylvania estate.Notice of Estate Administration Pursuant To Pa. O.C. Rule 10.5Form RW-07Verified PDFTo notify beneficiaries and interested parties of the death of a decedent and the grant of Letters to the personal representative(s) in an estate.Notice of Intention to Appeal From RegisterForm RW-6Verified PDFTo formally notify the court of a party's intention to appeal a Register of Wills decision to the Orphans' Court Division.Oath of Non-Subscribing WitnessForm RW-2CVerified PDFTo establish the authenticity of a will or codicil by obtaining sworn testimony from a non-subscribing witness regarding the testator's signature.Oath of Non-subscribing Witness(es)Form RW-04Verified PDFEstablishes the authenticity of a decedent's signature on a will or codicil through sworn testimony of non-subscribing witnesses familiar with the decedent's handwriting.Oath of Non-Subscribing Witness(es)Form RW-04Verified PDFThis form allows non-subscribing witnesses to attest under oath that a decedent's signature on a will or codicil is genuine and in their own handwriting.Oath of Non-Subscribing Witness(es)Form RW-04Verified PDFTo establish the authenticity and validity of a will by obtaining sworn testimony from a non-subscribing witness regarding the decedent's handwriting and signature.Oath of Non-Subscribing Witness(Es)Form RW-04Verified PDFThis form allows non-subscribing witnesses to the decedent's will to attest under oath that the decedent's signature on the will is genuine.Oath of Subscribing Witness(es)Form RW-03Verified PDFEstablishes the validity of a will or codicil by obtaining sworn testimony from witnesses that they observed the testator sign the document and signed it themselves as required by law.Oath of Subscribing Witness(Es)Form RW-03Verified PDFEstablishes the authenticity of a will or codicil by obtaining sworn testimony from the witnesses who signed it.Oath of Witness(es) to Will Executed by MarkForm RW-05 rev. 1.1.20Verified PDFAllows witnesses to a will executed by the testator's mark (signature substitute) to attest to the validity of that execution under Pennsylvania law.Oath of Witness(es) to Will Executed By MarkForm RW-05Verified PDFProvides sworn testimony from witnesses to a will where the testator executed the document by mark rather than signature.Oath of Witness(Es) to Will Executed By MarkForm RW-05Verified PDFThis form documents the sworn testimony of witnesses to a will where the testator executed the will by making a mark rather than signing their name.Oath of Witness(Es) to Will Executed By MarkForm RW-05Verified PDFThis form documents the oath of witnesses to a will that was executed by the testator's mark rather than signature, to be filed with the Register of Wills.PA Fiduciary Income Tax ReturnForm PA-41Verified PDFReport income and calculate Pennsylvania fiduciary income tax liability for estates and trusts.Pa. O.C. Rule 10.6 STATUS REPORTForm RW-10Verified PDFPersonal representative reports to the Register of Wills whether estate administration is complete and provides details on final accounting and settlement status.Pa. O.C. Rule 10.6 STATUS REPORTForm RW-10Verified PDFTo report to the Register of Wills the status of estate administration and whether it is complete or when completion is expected.Pa. O.C. Rule 10.6 STATUS REPORTForm RW-10Verified PDFReports to the Register of Wills on the status and completion of estate administration by the personal representative.Pa. O.C. Rule 10.6 STATUS REPORTForm RW-10Verified PDFReports the status of estate administration completion and whether a final account has been filed with the court.Pa. O.C. Rule 10.6 STATUS REPORTForm RW-10Verified PDFPersonal representative reports to the Register of Wills on the status and completion of estate administration.Pa. O.C. Rule 10.6 STATUS REPORTForm RW-10Verified PDFThe personal representative reports to the Register of Wills whether estate administration is complete and provides details on account filing and informal account settlements.Pa. O.C. Rule 10.6 STATUS REPORTForm RW-10Verified PDFPersonal representative reports to the court whether estate administration is complete and provides status information regarding final accounting.Pa. O.C. Rule 6.12 STATUS REPORTForm Form RW-10Verified PDFTo report to the Register of Wills on the status and completion of estate administration.Petition for Adjudication / Statement of Proposed DistributionForm OC-05Verified PDFTo petition for adjudication and confirmation of the account of one or more agents acting under a Power of Attorney, and to propose distribution of the Principal's estate.Petition for Adjudication / Statement of Proposed DistributionForm OC-01Verified PDFThis form is used to petition the Orphans' Court for adjudication and confirmation of a decedent's estate account, including the proposed distribution of assets.Petition for Adjudication / Statement of Proposed DistributionForm OC-02Verified PDFTo petition the Orphans' Court for adjudication and confirmation of trust accounts, including audit procedures and proposed distributions.Petition for Adjudication / Statement of Proposed DistributionForm OC-01Verified PDFThis form is used to petition for adjudication and propose distribution of a decedent's estate account in Pennsylvania's Orphans' Court.PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 2.4Form OC-02Verified PDFTo petition for adjudication and/or statement of proposed distribution of a trust account in Pennsylvania Orphans' Court.PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 2.4Form OC-05Verified PDFThis form is used to petition for adjudication and confirmation of the account of one or more agents acting under a power of attorney for a principal's estate.PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 2.4Form OC-01Verified PDFThis form is used to petition for adjudication and propose distribution of a decedent's estate following audit or confirmation of the account.Petition for DistributionForm 47Verified PDFTo request the court's approval for distribution of a deceased person's estate assets to heirs when there is no valid will.Petition for DistributionForm 46Verified PDFTo petition the Orphans' Court for distribution of estate assets to beneficiaries in a testate (with will) estate after accounting and inventory procedures are complete.Petition for Grant of LettersForm RW-02Verified PDFThis form petitions the Register of Wills to grant Letters Testamentary or Letters of Administration to the petitioner as personal representative of a decedent's estate.Petition for Grant of LettersForm RW-02Verified PDFTo petition the Register of Wills for the grant of Letters Testamentary or Letters of Administration to serve as personal representative of a decedent's estate.Petition for Grant of LettersForm RW-02Verified PDFTo petition a Pennsylvania Register of Wills for the grant of Letters Testamentary or Letters of Administration for a decedent's estate.Petition for Grant of LettersForm RW-02Verified PDFTo request the Register of Wills to grant Letters Testamentary or Letters of Administration to a personal representative for estate administration.RenunciationForm RW-06Verified PDFAllows a person with standing to renounce their right to administer an estate and request that Letters be issued to another party.RenunciationForm RW-06Verified PDFAllows an heir or designated person to formally renounce their right to administer a decedent's estate and request that Letters of Administration be issued to another person.RenunciationForm RW-4Verified PDFAllows a person entitled to administer an estate to formally renounce their right to do so and request that Letters be issued to another party.RenunciationForm RW-06Verified PDFAllows a person to formally renounce their right to administer a decedent's estate and request that Letters of Administration be issued to another party.Renunciation - Register of WillsForm RJF-06Verified PDFAllows a prospective estate administrator to renounce their right to administer a decedent's estate and request Letters be issued to another party instead.Request for HearingVerified PDFTo request a hearing before the Register of Wills to contest or challenge the admission of a copy of a last will and testament for probate.Request for HearingVerified PDFTo request that the Register of Wills schedule a hearing to determine whether a copy of a Last Will and Testament should be admitted for probate.Request for HearingVerified PDFTo request a hearing before the Register of Wills to challenge the appointment of a personal representative and contest the granting of Letters of Administration.Schedule G: Inter-Vivos Transfers & Misc. Non-Probate Property / Schedule H: Funeral Expenses & Administrative CostsForm REV-1737-6 (EX)Verified PDFPart of the Pennsylvania Inheritance Tax Return for Nonresident Decedents; Schedule G reports inter-vivos transfers and non-probate property; Schedule H itemizes funeral expenses and administrative costs.Schedule H - Funeral Expenses and Administrative CostsForm REV-1511 EX+Verified PDFThis schedule reports funeral expenses and administrative costs (including personal representative commissions, attorney fees, probate fees, and other administrative expenses) as part of a Pennsylvania Inheritance Tax Return for a resident decedent's estate.Small Estate Affidavit Pursuant to Pennsylvania Statute 20 § 3101Verified PDFAllows an heir to claim payment or delivery of a decedent's property under Pennsylvania's small estate procedure without formal probate when the estate is below statutory thresholds.Small Estates AffidavitVerified PDFTo obtain insurance proceeds (not exceeding $11,000) from a deceased person's estate without initiating a full probate proceeding.Waiver of Fiduciary BondForm RW-3Verified PDFAllows residuary legatees or next of kin to waive the requirement that an administrator post a fiduciary bond.
Probate in Pennsylvania
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