About Estate Information Sheet
Collects decedent, personal representative, attorney, and filing-type information for submission to the Pennsylvania Department of Revenue in connection with estate administration.
When you'd use it: File with the Register of Wills Office and Department of Revenue when initiating probate proceedings or estate tax filings 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
- Step 1 — Confirm you have the correct formUse Estate Information Sheet (REV-346 EX) when file with the Register of Wills Office and Department of Revenue when initiating probate proceedings or estate tax filings 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.
- 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.
- 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.
- 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).