What should be done first?

If someone close to you has died, it is suggested that nothing be done to disturb any of the property of the deceased unless it is necessary to protect it from being lost or destroyed. Shortly after the funeral, an attorney should be contacted to discuss the matter with those close to the deceased. The lawyer will provide advice, determine whether administration will be required, and explain what procedures will be involved. If a will is found, the person named as executor should protect the will and give it to the attorney at the first consultation.

Check List for Grant of Letters and Estate Filings

When you arrive at the Register of Will's Office:

  1. Completed Petition for Grant of Letters
  2. Original Will and Codicil and one (1) photocopy of Will and Codicil (if applicable)
  3. Witnesses if Will is not a self-proved Will
  4. Death Certificate
  5. Renunciations (if applicable)
  6. Fees

Additional requirements of personal representative:

  • Advertisement of Probate
  • Notification to the Department of Public Welfare and Attorney General

Within three (3) months of Date of Death

  1. Prepayment of inheritance taxes if the discount is to be obtained

Within three (3) months of Grant of Letters

  1. Rule 10.5 Certification of Notice to Heirs

Within nine (9) month of the Date of Death

  1. REV-1500 Inheritance Tax Return in duplicate with copy of Will (if applicable).
    Filing fee may be applicable
  2. Pay Inheritance Tax
  3. File Inventory (fee applicable)

Within two (2) years of Date of Death and annually until complete

  1. Rule 10.6 Status Report

Show All Answers

1. What is estate administration?
2. Who administers an estate?
3. What does a personal representative do?
4. What is done during administration?
5. What should be done first?