Pennsylvania estate information 2026

1. Click ‘Get Form’ to open the Pennsylvania Estate Information Sheet in the editor.
2. In Section I, enter the decedent's information including their Social Security Number, Date of Death, Date of Birth, Last Name, First Name, Suffix, and Middle Initial. Ensure accuracy as this data will appear on all submitted documents.
3. Move to Section II and select the appropriate filing type by filling in the oval next to either Probate Return, Joint Assets Only, Non-probate Assets Only, or Litigation Purposes.
4. In Section III, indicate the nature of proceedings at the Register of Wills Office by selecting from options like Testamentary or Administration. If necessary, attach additional sheets for explanations.
5. Section IV requires you to input details for the attorney or correspondent receiving tax information. Fill in their Last Name, First Name, Suffix, Telephone Number, Supreme Court I.D. #, email address and address details.
6. Finally, in Section V provide information for personal representatives authorized by the Register of Wills. Include names and addresses for Executors/Administrators and any Co-Executors if applicable.

Start using our platform today to fill out your Pennsylvania Estate Information form online for free!