Pennsylvania Probate Form REV-346 EX

Estate Information Sheet

This page is for educational purposes only and is not legal advice. Forms and requirements change frequently — verify the current version with your local probate court or an attorney.

Last updated: June 1, 2026
First page of Estate Information Sheet

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About Estate Information Sheet

To 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.

When you'd use it: When filing any estate-related return (probate return, joint assets only, estate tax only, or litigation purposes) with the Register of Wills office in Pennsylvania.

Where to get the official form

The official version of Estate Information Sheet is published as a PDF by the Pennsylvania courts. We checked this link and it resolved to a form on an official court or government website — always download the current version directly from the source rather than a third-party copy:

Verified official PDF

Download Estate Information Sheet (PDF) →

Source: delcopa.gov

Link last checked: May 30, 2026

How to file Estate Information Sheet in Pennsylvania

  1. Step 1 — Confirm you have the correct formUse Estate Information Sheet (REV-346 EX) when when filing any estate-related return (probate return, joint assets only, estate tax only, or litigation purposes) with the Register of Wills office in Pennsylvania. Double-check it's the right form for your situation — Pennsylvania probate forms are revised periodically, so verify the name and number against your court's current form list before you start.
  2. Step 2 — Complete every required fieldFill out Estate Information Sheet carefully and review it for errors before filing. Probate cases can already take months — a small mistake on the form can set your timeline back further.
  3. Step 3 — Get it notarized or witnessed if requiredSome probate forms must be signed in front of a notary or witnesses. Check the instructions on the form itself, and arrange notarization before you file if it's required.
  4. Step 4 — File it with the correct courtSubmit Estate Information Sheet to the probate court or county clerk handling the estate — usually in the Pennsylvania county where the deceased lived. Ask the clerk how they prefer to receive filings (in person, by mail, or e-filing).

Working through the Estate Information Sheet? SwiftProbate builds a personalized, step-by-step checklist for settling the estate — so you know which forms to file, in what order, and by when.

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Probate in Pennsylvania

See the full Pennsylvania probate guide for filing deadlines, small-estate options, timelines, costs, and county courthouse details.

Read the Pennsylvania probate guide →

Frequently Asked Questions

What is Estate Information Sheet (REV-346 EX)?
To 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. You'd typically use it when when filing any estate-related return (probate return, joint assets only, estate tax only, or litigation purposes) with the Register of Wills office in Pennsylvania.
Where do I file Estate Information Sheet in Pennsylvania?
Probate forms are filed with the probate court or county clerk in the Pennsylvania county where the deceased person lived. Our Pennsylvania probate guide can help you find the right courthouse, filing fees, and local requirements.
Do I need a lawyer to complete Estate Information Sheet?
Many people complete probate forms themselves, especially for smaller or uncontested estates. Complex estates may benefit from professional advice. SwiftProbate is an informational tool that helps you understand and organize the process — it is not a law firm and does not provide legal advice.
Is Estate Information Sheet available online?
Most Pennsylvania probate forms are published as PDFs by the state courts or the county clerk. You can find the official source linked above.

Other Pennsylvania Probate Forms

Citation and Preliminary DecreeNotice of Intention to Appeal From RegisterRW-6InventoryRW-09Small Estates Affidavit

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Disclaimer: This page is for informational purposes only and does not constitute legal advice. Probate forms and requirements vary by state, county, and individual circumstances, and change over time. Always verify the current form and instructions with your local probate court, and consult a qualified attorney for advice specific to your situation. SwiftProbate is not a law firm and does not provide legal representation.