Estate Inventory and Appraisement (Pennsylvania)
Before filing: Confirm your county register's filing format and any local form requirements. Pennsylvania's RW-09 inventory form is a statewide model.
INVENTORY AND APPRAISEMENT OF THE ESTATE
REGISTER OF WILLS OF [COUNTY] COUNTY, COMMONWEALTH OF PENNSYLVANIA
(ORPHANS' COURT DIVISION OF THE COURT OF COMMON PLEAS)
1. CAPTION AND CASE INFORMATION
| Field | Detail |
|---|---|
| ESTATE OF: | [DECEDENT FULL LEGAL NAME], also known as [AKA, if any], Deceased |
| File / Estate No. | [____________________________________] |
| Register | Register of Wills of [COUNTY] County, Pennsylvania |
| Type of Inventory | Original |
| Type of Administration | ☐ Testate (Letters Testamentary) ☐ Intestate (Letters of Administration) ☐ Ancillary |
| Letters | ☐ Testamentary ☐ of Administration ☐ of Administration C.T.A. ☐ Ancillary |
2. PERSONAL REPRESENTATIVE INFORMATION
| Field | Detail |
|---|---|
| Name | [PERSONAL REPRESENTATIVE FULL LEGAL NAME] |
| Capacity | ☐ Executor ☐ Administrator ☐ Administrator C.T.A. ☐ Ancillary Personal Representative |
| Corporate Fiduciary (if applicable) | [____________________] |
| Mailing Address | [STREET ADDRESS], [CITY], [STATE] [ZIP CODE] |
| Telephone / Email | [________________________________] |
| Date Letters Granted (Appointment) | [__/__/____] |
3. DECEDENT INFORMATION
| Field | Detail |
|---|---|
| Full Legal Name | [DECEDENT FULL LEGAL NAME] |
| Also Known As | [AKA(s), if any] |
| Date of Death (Valuation Date) | [__/__/____] |
| Last Residence / Domicile | [STREET ADDRESS], [CITY], [COUNTY], [STATE] [ZIP CODE] |
| Marital Status at Death | ☐ Married ☐ Single ☐ Widowed ☐ Divorced |
| Social Security No. (last 4) | XXX-XX-[____] |
4. STATEMENT OF DUTY AND FILING DEADLINE (20 Pa.C.S. § 3301)
Pursuant to 20 Pa.C.S. § 3301(a), every personal representative shall file with the register a verified inventory of all real and personal estate of the decedent, except real estate outside of this Commonwealth. An ancillary personal representative includes in the inventory only the assets for which the ancillary representative is responsible. Pursuant to 20 Pa.C.S. § 3302, the personal representative determines and states in figures opposite each item of the inventory its fair value as of the date of the decedent's death.
Time for filing (20 Pa.C.S. § 3301(c)). The personal representative shall file the inventory no later than the date of filing the account or the due date (including any extension) for the inheritance tax return for the estate, whichever is earlier. Any party in interest may request earlier filing in writing, in which event the inventory shall be filed within three (3) months after appointment or within 30 days after the request, whichever is later. The court may direct the filing of an inventory at any time.
Inheritance tax return due date (including extension, if any): [__/__/____]
Account-filing date: [__/__/____]
☐ This inventory is filed on or before the earlier of those dates.
☐ A party in interest requested earlier filing in writing; request date: [__/__/____]; appointment date: [__/__/____]; resulting earlier deadline: [__/__/____].
Real estate outside the Commonwealth (20 Pa.C.S. § 3301(b)). List it in the memorandum after the inventory schedules; do not extend its value into the inventory total.
SCHEDULE A — REAL ESTATE IN PENNSYLVANIA
| # | Description / Street Address | County & Parcel/UPI No. | Recording Reference | Date-of-Death Fair Value | Encumbrance |
|---|---|---|---|---|---|
| A-1 | [________________________________] | [____________________] | [____________________] | $[________________] | [________________] |
| A-2 | [________________________________] | [____________________] | [____________________] | $[________________] | [________________] |
Schedule A Subtotal (gross fair value): $[________________]
SCHEDULE B — TANGIBLE PERSONAL PROPERTY
| # | Item Description | VIN / Serial / Identifier | Date-of-Death Fair Value |
|---|---|---|---|
| B-1 | [Vehicle: year/make/model] | [____________________] | $[________________] |
| B-2 | [Household goods & furnishings] | [____________________] | $[________________] |
| B-3 | [Jewelry / watches] | [____________________] | $[________________] |
| B-4 | [Art / antiques / collectibles] | [____________________] | $[________________] |
Schedule B Subtotal: $[________________]
SCHEDULE C — CASH, BANK & FINANCIAL ACCOUNTS
| # | Institution | Account Type | Acct No. (last 4) | Date-of-Death Fair Value |
|---|---|---|---|---|
| C-1 | [____________________] | ☐ Checking ☐ Savings ☐ CD ☐ Money Market | [____] | $[________________] |
| C-2 | [____________________] | ☐ Checking ☐ Savings ☐ CD ☐ Money Market | [____] | $[________________] |
| C-3 | Cash on hand | — | — | $[________________] |
Schedule C Subtotal: $[________________]
SCHEDULE D — SECURITIES & BUSINESS INTERESTS
| # | Description (issuer / type / shares or units) | Identifier (CUSIP / acct) | Date-of-Death Fair Value |
|---|---|---|---|
| D-1 | [Stocks (number of shares / issuer)] | [____________________] | $[________________] |
| D-2 | [Bonds / mutual funds / securities] | [____________________] | $[________________] |
| D-3 | [LLC / partnership / closely held business interest] | [____________________] | $[________________] |
Schedule D Subtotal: $[________________]
SCHEDULE E — OTHER ASSETS (INCLUDING DEBTS OWED TO DECEDENT)
| # | Description | Identifier / Source | Date-of-Death Fair Value |
|---|---|---|---|
| E-1 | [Promissory notes / money owed to decedent + security] | [____________________] | $[________________] |
| E-2 | [Debt owed by the personal representative to the decedent (§ 3304)] | [____________________] | $[________________] |
| E-3 | [Tax / utility refunds] | [____________________] | $[________________] |
| E-4 | [Intellectual property / royalties / other property] | [____________________] | $[________________] |
Schedule E Subtotal: $[________________]
5. RECAPITULATION / SUMMARY
| Schedule | Category | Date-of-Death Fair Value |
|---|---|---|
| A | Real Estate in Pennsylvania | $[________________] |
| B | Tangible Personal Property | $[________________] |
| C | Cash, Bank & Financial Accounts | $[________________] |
| D | Securities & Business Interests | $[________________] |
| E | Other Assets (incl. debts owed to decedent) | $[________________] |
| TOTAL INVENTORY VALUE | $[________________] |
6. MEMORANDUM OF REAL ESTATE OUTSIDE THE COMMONWEALTH (20 Pa.C.S. § 3301(b))
| # | Description / Address (state) | Legal Description | Value (optional — not totaled) |
|---|---|---|---|
| M-1 | [________________________________] | [____________________] | $[________________] |
| M-2 | [________________________________] | [____________________] | $[________________] |
☐ The decedent owned no real estate outside the Commonwealth of Pennsylvania.
7. VERIFICATION OF PERSONAL REPRESENTATIVE (20 Pa.C.S. § 3301; 18 Pa.C.S. § 4904)
The undersigned, personal representative of the Estate of [DECEDENT FULL LEGAL NAME], verifies that the items appearing in this Inventory include the decedent's personal assets wherever situated and real estate in Pennsylvania, except that an ancillary personal representative includes only assets for which that representative is responsible; that the valuation opposite each item represents its fair value as of the date of the decedent's death; and that real estate outside Pennsylvania, if any, appears in the memorandum after the inventory schedules.
I verify that the statements made in this Inventory are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities.
Executed on [__/__/____] at [CITY], Pennsylvania.
Signature of Personal Representative: ______________________________________
Printed Name and Title: [PERSONAL REPRESENTATIVE FULL LEGAL NAME]
Corporate Fiduciary (if applicable): [____________________] By Officer: ______________________________________
8. ATTORNEY INFORMATION
| Field | Detail |
|---|---|
| Attorney Name | [ATTORNEY NAME] |
| Pennsylvania Supreme Court I.D. No. | [________________] |
| Law Firm | [____________________] |
| Address / Telephone / Email | [________________________________] |
9. FILING INFORMATION AND OPTIONAL DELIVERY RECORD
This verified inventory was filed with the Register of Wills of [COUNTY] County on [__/__/____]. Objections may be made by a party in interest up to the time fixed by court rule for objections to the first account (20 Pa.C.S. § 3305). If copies were furnished, record delivery below.
| Party Served | Capacity | Address | Method | Date |
|---|---|---|---|---|
| [________________________________] | [____________] | [____________________] | ☐ Mail ☐ Email ☐ Hand | [__/__/____] |
| [________________________________] | [____________] | [____________________] | ☐ Mail ☐ Email ☐ Hand | [__/__/____] |
Signature: ______________________________________
Printed Name: [PERSONAL REPRESENTATIVE / ATTORNEY NAME]
Pennsylvania Supreme Court I.D. No.: [________________] (if attorney)
Address / Telephone / Email: [________________________________]
ATTACHMENTS CHECKLIST
☐ Inventory schedules A–E — figures totaled
☐ Memorandum of real estate outside the Commonwealth (20 Pa.C.S. § 3301(b)), if any
☐ Date-of-death account statements / appraisals supporting fair value (Schedules A–D)
☐ If later-discovered property exists, a separate supplemental inventory will be filed within 30 days of discovery (20 Pa.C.S. § 3303)
☐ Inheritance tax return due date and any extension checked for the § 3301(c) inventory deadline
About this template
- Last updated
- October 7, 2026
- Citations checked
- October 7, 2026
- Jurisdiction
- Pennsylvania
- Category
- Estate Planning & Wills
Legal authority
- 20 Pa.C.S. § 3301 (Duty of personal representative; verified inventory filed with the register; time for filing)
- 20 Pa.C.S. § 3302 (Valuations; fair value as of the date of the decedent's death)
- 20 Pa.C.S. § 3303 (Supplemental inventory; within 30 days of discovery)
- 20 Pa.C.S. § 3304 (Claims against personal representative)
- 20 Pa.C.S. § 3305 (Objections to inventory by a party in interest)
- 18 Pa.C.S. § 4904 (Unsworn falsification to authorities; verification penalty)
Estate planning documents decide what happens to your property, your children, and your medical care when you cannot make those decisions yourself. Wills, trusts, powers of attorney, and health care directives each serve different purposes and each have to meet state law requirements for signing, witnessing, and notarization. A document that looks fine on the page but was not executed correctly can be rejected in probate, which is exactly when it is too late to fix.
Not legal advice
This template is provided for informational purposes. We recommend having an attorney review any legal document before signing, especially for high-value or complex matters.
Checked against the law it cites
A reviewer verified this template's legal citations against the official source on October 7, 2026.
20 Pa.C.S. § 3301 (checked October 7, 2026): "Every personal representative shall file with the register a verified inventory of all real and personal estate of the decedent, except real estate outside of this Commonwealth."
20 Pa.C.S. § 3302 (checked October 7, 2026): "The personal representative shall determine and state in figures opposite each item of the inventory its fair value as of the date of the decedent's death."
20 Pa.C.S. § 3303 (checked October 7, 2026): "Whenever any property not included in the inventory comes to the knowledge of the personal representative, he shall file, within 30 days of its discovery, a supplemental inventory thereof with the register."
20 Pa.C.S. § 3304 (checked October 7, 2026): "The appointment of a personal representative shall not operate as a discharge or bequest of any debt which he owes the decedent or of any claim which the decedent had against him, but any such debt or claim, if it survives, shall be included in the inventory."
Draft your Estate Inventory and Appraisement (Pennsylvania) in the editor
Answer a few questions, let the AI editor draft each section from your answers, review it, and download Word and PDF. $99 one time, or $249 per month for every document and every Ezel app.