Kostrub Law Firm, PLLC · Cecil Township, Washington County, PA

Pennsylvania Executor Checklist

Plain-English legal help for families, landowners and businesses in Washington County and the Pittsburgh area.

Local officeCecil Township, Washington County
Two attorneysDaniel B. and Heather N. Kostrub
ServingWashington and Allegheny Counties
Office hours7:00 a.m. to 7:00 p.m.

Being named executor is a big job, and Pennsylvania has firm deadlines. Enter the date of death and the date letters were granted to see your key deadlines, then work through the checklist one step at a time. Your progress is saved in this browser.

Pennsylvania Executor Checklist and Deadline Calculator

For executors and administrators of Pennsylvania estates.

Your key deadlines

The date the Register of Wills appointed you.
DeadlineDate
Enter the date of death to see your deadlines.
0 of 0 done

1. The first few weeks

2. Opening the estate

3. Collecting and valuing

4. Debts and taxes

5. Closing the estate

Ask an estate attorney

Your checks and dates are saved only in this browser on this device. Nothing is sent to us.

This checklist is provided by Kostrub Law Firm, PLLC for general information. Deadlines can vary with the facts of an estate. It is not legal advice, and using it does not create an attorney-client relationship.

What an executor does in Pennsylvania

An executor, called a personal representative, collects the property of the person who died, pays valid debts and taxes, and distributes what is left according to the will. If there is no will, the court appoints an administrator who does the same job under Pennsylvania’s intestate succession rules.

Executors owe a duty to the beneficiaries. That means keeping good records, avoiding conflicts of interest and not mixing estate money with your own.

Key Pennsylvania estate deadlines

TaskDeadline
Inheritance tax payment for 5% discount3 months after death
Rule 10.5 notice to beneficiaries and heirs3 months after letters are granted
Inventory filed with the Register of Wills9 months after death
Inheritance tax return (REV-1500) and tax9 months after death
Status report if the estate is still open2 years after death

Common questions

How long does probate take in Pennsylvania?

A simple estate often takes about a year, mainly because of the creditor period and the inheritance tax return. Estates with real estate to sell, mineral interests, disputes or tax issues can take longer.

Can an executor be paid?

Yes. Pennsylvania allows reasonable compensation for an executor’s work, paid from the estate. The amount depends on the size of the estate and the work involved. Family members often waive it.

Do I need a lawyer to be an executor?

The law does not require one, but the executor is personally responsible for mistakes. Many executors hire an attorney to handle filings, the inheritance tax return and the final accounting.

Related guides

Named as executor? Heather N. Kostrub guides executors through probate and estate administration in Washington County and the Pittsburgh area. Call (304) 982-1586 or send a message. See all our free legal tools.

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Tell us what is going on and any deadline you know about. We will explain your options in plain language.