Send notice of beneficial
interest in estate to persons required under Rule 5.6, and file certification
of notice with Register of Wills
Make a pre-payment of
Pennsylvania inheritance tax to receive 5% discount, including decedent's
name and estate file number on check; postmark date will be considered
date of filing; check should be payable to "Register of Wills,
Agent"
Within nine months of death:
File Inventory (in duplicate) of
probate assets, with memorandum of out-of-state real estate, indicating
the fair market value at date of death of each asset. (If an extension
of time is obtained for paying the Pennsylvania inheritance tax return,
the Inventory need not be filed until that date)
Unless an extension of time is obtained,
file Pennsylvania inheritance tax return with Register of Wills (in
duplicate), and pay tax (or the balance of tax due if a prepayment
has been made); the check should be payable to "Register of Wills,
Agent"
File federal estate tax return with
IRS (if necessary), and file copy with the Register of Wills
Within two years of death:
File Status Report required under
Rule 6.12 stating whether estate has been closed, and if not, the
progress of the estate administration
