Documentation and Filing Requisites

Estate Filing

All Petitions for Letters must include:

	ORIGINAL Petition (plainly printed in black ink or typed).
	ORIGINAL death certificate.
	ORIGINAL will (if applicable).
	ORIGINAL and one COPY of the Estate Information Sheet.

No “UNKNOWN” values will be accepted for gross estates (except LITIGATION). A reasonable estimated value will be the basis for the initial filing fees charged. Any difference in the amounts will be billed when the inventory and/or inheritance tax return is filed.

The decedent’s RESIDENCE must be noted: Borough of, Township of, or City of.

All fees must be paid at the time of filing.

All Petitions for Letters must be signed by the personal representative in our presence (SIGNED EXACTLY AS NAMED IN WILL).

Attorney of Record must include his ID number, typed name, address and phone number on all filings.

Renunciations MUST be NOTARIZED (if done outside of the Register’s office).

BONDS ARE REQUIRED FOR ALL OUT-OF-STATE ADMINISTRATORS AND EXECUTORS (unless excused from bond in the will).

Non-subscribing witnesses must appear in our office.

NO Certificates/Letters may be issued until All procedures have been completed and requisite forms duly executed.

ESTATE number must appear on all subsequent filings.

ALL other requests for mailings (e.g. short certificates, receipts, photocopies, etc.) MUST INCLUDE A SELF-ADDRESSED STAMPED ENVELOPE OF ADEQUATE SIZE AND POSTAGE TO COVER REQUEST AND PAYMENT FOR REQUESTED DOCUMENT.