About Estate Information Sheet
Collects decedent, personal representative, and attorney information for tax and probate administration purposes with the Pennsylvania Department of Revenue.
When you'd use it: Filed with the Pennsylvania Register of Wills office to provide estate and personal representative information for probate proceedings and tax administration.
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: mckeancountypa.gov
Link last checked: June 27, 2026
How to file Estate Information Sheet in Pennsylvania
- Step 1 — Confirm you have the correct formUse Estate Information Sheet (REV-346) when filed with the Pennsylvania Register of Wills office to provide estate and personal representative information for probate proceedings and tax administration. 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).