Checklist of Grant of Letters and Estate Filings
Checklist of Grant of Letters and Estate Filings
When you arrive at the Register of Wills office:
1. Completed Petition of Grant of Letters
2. Original will and Codicil and one (1) photocopy of Will and Codicil (if applicable)
3. Witness if will is not self-proved will.
4. Death Certificate
5. Renunciations (if applicable)
6. Fees for recording
Within three (3) months of date of death:
1. Prepayment of inheritance tax if discount is to be obtained
Within three (3) months of grant of letters:
1. Rule 5.6 certification of notice to heirs
Within nine (9) months of 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
Within two (2) years of date of death and annually until complete:
1. Rule 6.12 status report