Petition for Probate and Grant of Letters

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Petition for Probate and Grant of Letters
Estate of ____________________________________________
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Instructions for Probate Applications
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Also known as _______________________________Deceased
66/67 (Rev. 1998)
No.: ________________________________
o : Director, Department of Court
T Records
Wills/Orphans' Court Division for
the County of Allegheny in the
Commonwealth of Pennsylvania
Social Security No.: _____________ Date of Death : ________
Petitioner(s), who is/are 18 years of age or older, respectfully represents and apply(ies) for:
COMPLETE ' A ' OR ' B ' and if necessary, Part' C ' BELOW
A. Probate and Grant of Letters
Testamentary
of Administration
c.t.a
d.b.n.c.t.a.(complete Part 'C' also)
and aver that Petitioner(s) is/are entitled to the aforementioned Letters____________________________________________
under the Last Will of the above named Decedent dated _________________________and codicil(s) dated _______________
______________________________________________________________________________________________________
State relevant circumstances, e.g. renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did no t have a child born or adopted after execu tion of the
documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated and was not a party to
a pending divorce proceeding at the time of death wherein grounds for divorce has been established as defined in 23 PA C.S.
section 3323(g):
______________________________________________________________________________________________________
B. Grant of Letters of Administration______________________________________________________________________
(d.b.n.; pendente lite ; durante absentia ; durante minoritate)
Petitioner(s) after a proper se arch has/have ascertained that Decedent left no Will and was survived by the fo llowing spouse
(if any) and heirs as set forth below in part 'C'.
C. Decedent's heirs and next of kin
Name
Relationship
Residence
COMPLETE THE FOLLOWING IN ALL CASES
Decedent was domiciled at death in_____________________________________________ County, Pennsylvania, with his/her
last family or principal residence at _________________________________________________________________________
(list street, number and municipality)
Decedent, then ________years of age, died______________________________ , at _________________________________
(location)
Decedent at death owned property with estimated values as follows:
Unknown
(If domiciled in PA)………………
All personal property………………………………………….……. $ _________________________
(If not domiciled in PA)…………..
Personal property in Pennsylvania…………………………..… $ _________________________
(If not domiciled in PA)…………..
Personal property in County……………………………….…….. $ _________________________
Value of real estate in Pennsylvania………………………………………………………………………………….$ _________________________
situated as follows : _____________________________________________________________________________________
Wherefore, Petitoner(s) respectfully request(s) the probate of the last W ill and Codicil(s) presented with this Petiti on and the
grant of letters in the appropriate form to the undersigned:
Signature
Name and Residence
[glpetition_oath]
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Allegheny County, Pennsylvania
Oath of Personal Representative
Commonwealth of Pennsylvania
The Petitioner(s) above-named swear(s) or affirm(s) that the statement i n the foregoing Petition are true and correct to the
best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well
and truly administer the estate according to law.
Sworn to or affirmed and subscribed
Signature(s)
before me this ___________ day of
__________________________________________________________
_____________________________
____________
______________________________________________
_____________________________
For the Director
____________
______________________________________________
No.: _______________________
Estate of _______________________________________________
Social Security No: _______________________
Also known as _________________________________ , deceased
Date of Death
:________ _______________
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW, ___________________________ , in consideration of the Petition on the reverse side hereof, satisfactory proof
having been presented before me, IT IS DECREED that Letters
Testamentary
Of Administration
______________________________________________________________________________________________________
(d.b.n.c.t.a. ; pendente absentia ; durante minoritate cta,dbn)
are hereby granted to ____________________________________________________________________________________
in the above estate of ____________________________________________________________________________________
also known as _________________________________________________and that the instrument(s) dated ______________
described in the Petition be admitted to probate and filed of record as the last Will of the Decedent.
IS BOND REQUIRED?
YES
NO AMOUNT $ _____________________
ARE THEY ANY MINOR HEIRS? YES
NO
$ ________________
Director___________________________________________________
Short Certificates(s)..[
] $ ________________
Probate Clerk_______________________________________________
Renunciation(s).…..…[
] $ ________________
Affidavit(s).…………...[
] $ ________________
Probate, Letters.…………
Attorney
Reg. Comp. Fee.………...... $ ________________
Signature
: __________________________________________
JCP Fee.………………………… $ ________________
Name
: __________________________________________
RRC Fee.………………………. $ ________________
Address
: __________________________________________
Other.…[
]$ ________________
__________________________________________
Other.…[
]$ ________________
__________________________________________
TOTAL.…………………..…… $ ________________
Telephone
: _____________________
Receipt #.……………………… $ ________________
Supreme Court I.D. No. : ________________
[glpetition_oath]
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Page 3 of 3
Department of Court Records
Wills/Orphans' Court Division
INSTRUCTIONS FOR PROBATE APPLICATIONS
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ONE TYPED APPLICATION IS REQUIRED.
THE ORIGINAL WILL AND ONE (1) COPY MUST BE PRESENTED.
IF THE WILL IS NOT SELF-PROVING, THE SUBSCRIBING WITNESSES MUST APPEAR IN PERSON
OR NOTARIZED AFFIDAVITS MUST BE PROVIDED FROM THE SUBSCRIBING WITNESSES.
ATTACHED TO A COPY O F THE WILL.IF THE SUBSCRIBING WITNESSES ARE DECEASED OR
THEIR RESIDENCE IS OUTSIDE OF THE COMMONWEALTH, A NOTARIZED AFFIDAVIT OF
NON-AVAILABILITY IS NEEDED.
NON-SUBSCRIBING WITNESSES MUST APPEAR IN PERSON.
THE ORIGINAL DEATH CERTIFICATE IS REQUIRED.
FEE'S MUST BE PAID BY ATTORNEY CHECK, ESTATE CHECK OR CASH; TOTAL OF $155.50.
(SEE FEE SCHEDULE)
SHORT CERTIFICATES ARE $10.00 PER CERTIFICATE.
ALL PROBATES WITH GRANT OF LETTERS MU ST BE ADVERTISED (P.E.F., CODE, TITLE 20,
SECTION 3162)
INHERITANCE TAX FORM(S) ARE AVAILABLE IN ROOM 216, CITY-COUNTY BUILDING.
AFTER PROBATE IS COMPLETE (WILL FILED), THE FOLLOWING ITEMS MUST BE FILED:
•
CERTIFICATION OF NOTICE - THREE (3) MONTHS AFTER PROBATE
•
INVENTORY - NINE (9) MONTHS FROM DATE OF DEATH
•
STATUS REPORTS - WITHIN TWO (2) YEARS OF THE PROBATE
•
INHERITANCE TAX RETURN - WITHIN NINE (9) MONTHS OF DATE OF DEATH:
DISCOUNTED DURING FIRST THREE (3) MONTHS AFTER DATE OF DEATH
ANY LEGAL QUESTIONS SHOULD BE DIRECTED TO AN ATTORNEY OF YOUR CHOICE.
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[glpetition_oath]