Form RW-01 - rev. 10-13-06 - Estate Information Sheet - co delaware pa 2025

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by filling out the Decedent Information section. Enter the decedent's name, Social Security Number, date of death, and date of birth as they will appear on all documents submitted.
  3. In the Type Filing section, indicate the nature of the return by checking the appropriate box for Probate Return, Joint Assets Only, Estate Tax Only, or Litigation Purposes.
  4. Next, provide details about the attorney or correspondent responsible for receiving tax information. Fill in their name, Supreme Court I.D. No., street address, city, state, and zip code.
  5. Complete the Personal Representative Information section by entering details for each executor or administrator authorized by the Register of Wills. Include names, Social Security Numbers, addresses, and telephone numbers.
  6. Review all entered information for accuracy before saving your completed form.

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A Family Settlement Agreement is often the easiest way to close an estate in PA because it does not involve any judicial proceedings. If all of the heirs and administrators of the estate agree, a contract can be prepared detailing all of the distributions and payments that have been made.
In Pennsylvania, the Administrator of an estate may be, according to preference: (1) the decedent's surviving spouse, (2) the decedent's issue (including children and grandchildren), (3) the decedent's parents, (4) the decedent's siblings, (5) the decedent's grandparents, and (6) other individuals are described in the ...
There is no specific deadline for filing probate after someone dies in Pennsylvania. However, the law does require that within three months of the death, creditors, heirs, and beneficiaries are notified of the death. Then, within six months, an inventory of assets must be prepared and filed with the Register of Wills.

People also ask

The process of settling an estate involves naming a personal representative, collecting estate assets, filling appropriate forms with the Register of Wills, notifying heirs, providing a public notice, paying all debts and taxes, and distributing the remaining assets to heirs named in the will or under the laws of ...
The tax rate for Pennsylvania Inheritance Tax is 4.5% for transfers to direct descendants (lineal heirs), 12% for transfers to siblings, and 15% for transfers to other heirs (except charitable organizations, exempt institutions, and government entities that are exempt from tax).
One way to avoid inheritance tax in PA is to make an asset joint. For example, if you have $30,000 in your name alone, and through your will, you give it to a friend of yours, it would be taxed at 15% or they would owe $4,500 in taxes.
Creditors are allowed to submit claims up to one year from the time of publication. You can expect probate to take at least one year before it can be closed. In more complicated cases, probate can last for several years, especially if someone contests the will.
In Pennsylvania, there is a 4 to 6 year statute of limitations, meaning 3 years after the estate administration is done, a creditor could have a valid claim, but had you advertised, the creditor could have known beforehand.

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