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.AFFIDAVIT OF RELATIONSHIP TO DECEDENT AND REQUEST FOR PAYMENT OF DEPOSIT ACCOUNT TO FAMILY MEMBER PURSUANT TO 20 Pa.C.S.A. §3101Verified PDFAllows a family member to request payment of a deceased person's deposit account funds without full probate proceedings.Bond and Surety for Personal RepresentativeVerified PDFEstablishes a financial bond and surety requirement for a personal representative administering a Pennsylvania estate.Bond and Surety for Personal RepresentativeVerified PDFThis form secures a personal representative's faithful administration of an estate by requiring a bond backed by surety.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 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.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.Citation with NoticeForm G-01Verified PDFNotifies an alleged incapacitated person of a guardianship petition filed against them and orders them to appear at a hearing to contest the determination of incapacity.Citation with NoticeForm G-01Verified PDFThis form notifies a respondent that a petition has been filed to declare them an incapacitated person and orders them to appear at a hearing to contest the appointment of a guardian.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-346 EXVerified PDFTo collect and record essential decedent, personal representative, and filing-type information for submission to the Pennsylvania Department of Revenue in connection with estate administration proceedings.Expert ReportForm G-06Verified PDFTo allow a qualified expert to submit a written report establishing incapacity of an alleged incapacitated person in lieu of live testimony or deposition.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 AccountVerified PDFTo present a detailed accounting of trust principal and income receipts, disbursements, distributions, and balances for a marital trust established under a will.First and Final AccountVerified PDFThe trustee presents a detailed accounting of all transactions, receipts, disbursements, and distributions of a testamentary marital trust to interested parties and the court.First and Final Account of ExecutorVerified PDFThis account documents all transactions that occurred during the administration of an estate, showing receipts, disbursements, and distributions to beneficiaries.Guardian's Inventory for a MinorForm G-04Verified PDFTo document and value all real and personal property owned by a minor under guardianship for court record.Guardian's Inventory for a MinorForm G-04Verified PDFTo document and value all assets of a minor's estate under guardianship for court record.Guardian's Inventory for a MinorForm G-04Verified PDFDocuments and lists all real property, personal property, jointly held property, and anticipated assets owned by a minor ward under guardianship.Guardian's Inventory for a MinorForm G-04Verified PDFA guardian files this inventory to document and value all real estate, personal property, jointly held property, and anticipated assets of a minor ward.Guardian's Inventory for an Incapacitated PersonForm G-05Verified PDFTo document and report all assets and property of an incapacitated person under guardianship to the court.Guardian's Inventory for an Incapacitated PersonForm G-05Verified PDFThis form inventories all assets and property of an incapacitated person under guardianship, including bank accounts, real estate, insurance policies, and safe deposit boxes.Guardian's Inventory for an Incapacitated PersonForm G-05Verified PDFThis form documents all assets and property of an incapacitated person under guardianship, filed with the Court of Common Pleas Orphans' Court Division.Guardian's Inventory for an Incapacitated PersonForm G-05Verified PDFTo document and report all assets, property, insurance, and safe deposit box information held by or on behalf of an incapacitated person under court-appointed guardianship.Guardian's Inventory for an Incapacitated PersonForm G-05Verified PDFTo document and list all assets, property, and financial holdings of an incapacitated person under a court-appointed guardian's care.Guardian's Inventory for MinorForm G-04Verified PDFA guardian must file this inventory to document and value all real estate, personal property, jointly held property, and anticipated assets of a minor ward.Guardianship of Incapacitated Person - Petition for Adjudication / Statement of Proposed DistributionForm OC-03Verified PDFTo petition for adjudication and confirmation of a guardian's account of an incapacitated person's estate, or to propose distribution of estate assets.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.Inheritance Tax Return - Resident DecedentForm REV-1500Verified PDFTo report and calculate Pennsylvania inheritance tax liability on the estate of 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 list all personal assets and real estate owned by the decedent as of the date of death, with fair market valuations.InventoryForm Form RW-09Verified PDFTo document and certify all personal and real estate assets of a decedent's estate in Pennsylvania, listing their fair values as of the date of death.InventoryForm RW-7Verified PDFTo document and valuate all personal assets and Pennsylvania real estate owned by the decedent at the time of death.InventoryForm RW-09Verified PDFTo document and list all personal assets and real estate of the decedent's estate, with fair market valuations as of the date of death.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.Model Charitable Remainder Unitrust AccountVerified PDFThis account presents a detailed financial accounting of trust transactions and administration to acquaint interested parties with receipts, disbursements, and the remaining balance of a charitable remainder unitrust.Model Charitable Remainder Unitrust AccountVerified PDFThis account presents a detailed financial statement of trust administration transactions and balances for a charitable remainder unitrust established by deed.Model Estate AccountVerified PDFThe executor files this account to present a detailed statement of all transactions and financial activity during estate administration to interested parties.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 Form RW-07Verified PDFTo notify beneficiaries and interested parties of the death of a decedent and the grant of Letters to personal representative(s) in a probate 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 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 Non-Subscribing Witness(Es)Form RW-04Verified PDFAllows non-subscribing witnesses to attest to the authenticity of a decedent's signature on a will or codicil through oath/affirmation.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 who are familiar with the decedent's handwriting.Oath of Non-Subscribing Witness(Es)Form RW-04Verified PDFEstablishes the authenticity of a testator's signature on a will or codicil through sworn testimony of non-subscribing witnesses familiar with the decedent's handwriting.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 Subscribing Witness(Es)Form RW-03Verified PDFEstablishes the authenticity and validity of a will or codicil by having subscribing witnesses swear under oath that they witnessed the testator sign the document.Oath of Subscribing Witness(Es)Form RW-03Verified PDFEstablishes the validity of a will or codicil by obtaining sworn testimony from the witnesses who signed it.Oath of Subscribing Witness(Es)Form RW-03Verified PDFThis form documents the sworn testimony of subscribing witnesses to a will or codicil, certifying their presence at execution and compliance with legal requirements.Oath of Subscribing Witness(Es)Form RW-03Verified PDFEstablishes the validity of a will or codicil by obtaining sworn testimony from witnesses that they were present when the testator signed the document.Oath of Unavailability of WitnessForm RW-2DVerified PDFTo establish that a subscribing witness to a will is not readily available to testify to the testator's signature, allowing probate to proceed without that witness's live testimony.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 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 sworn testimony of witnesses to a will where the testator executed the document 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 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-03Verified PDFTo petition the court for adjudication and confirmation of a guardian's accounting of an incapacitated person's estate, including proposed distribution of income and principal.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 ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 2.4Form OC-01Verified PDFThis form is used to petition for adjudication and confirmation of a decedent's estate account and to propose distribution of estate assets to beneficiaries.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 FORM NO. 47Verified PDFTo petition the Orphans' Court for distribution of an intestate decedent's estate after administration is complete.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 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.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 Probate of Authenticated Record / Decree of ProbateVerified PDFTo petition the court to admit an authenticated will record to probate and obtain a decree of probate.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 Form RW-06Verified PDFAllows a person named in a will or intestacy to formally renounce their right to administer the decedent's estate and request that Letters of Administration 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.RenunciationForm RW-06Verified PDFAllows a person named in a will or entitled to administer an estate to formally renounce their right to do so and request that letters of administration be issued to another person.RenunciationForm RW-06Verified PDFAllows a named heir, executor, or fiduciary to formally renounce their right to administer an estate and request that letters of administration be issued to another party.RenunciationForm RW-06Verified PDFAllows a person entitled to administer an estate to formally renounce that right and request that letters of administration be issued to another named person.RenunciationForm RW-4Verified PDFAllows a person with priority to administer an estate to formally renounce that right and request that letters of administration be issued to another person.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.Report of Guardian of the EstateForm G-02Verified PDFTo document the guardian's management and reporting of an incapacitated person's estate for a specified period or as a final report upon guardianship termination.Report of Guardian of the EstateForm G-02Verified PDFA guardian of the estate files this report to document the status, location, care, and financial management of an incapacitated person's estate during a specified reporting period.Report of Guardian of the PersonForm G-03Verified PDFA guardian reports on the personal care, living situation, and welfare of an incapacitated person under court supervision.Report of Guardian of the PersonForm G-03Verified PDFA guardian of the person files this report with the Orphans' Court to account for their supervision and care of an incapacitated person during a specified reporting period.Report of Guardian of the PersonForm G-03Verified PDFA guardian reports on the personal status, residence, and condition of an incapacitated person under their guardianship to the court.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.Small Estates AffidavitVerified PDFTo obtain insurance proceeds (up to $11,000) from a deceased person's estate without opening 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.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
New to the process? The full Pennsylvania probate guide walks through filing deadlines, small-estate options, timelines, and courthouse details.
Read the Pennsylvania probate guide →Navigate probate with confidence
- Personalized to your assets, heirs, and jurisdiction
- Deadlines calculated from your date of death
- Track progress and store documents in one place
Free — no credit card required
Informational guidance only — not legal advice