Forms Library

Required on every filing per Administrative Order No. 88.

For documents containing SSNs, bank numbers, birthdates. Admin Order 88.

For entirely confidential documents. Admin Order 88.

Standard verification for Orphans' Court petitions.

Filed by counsel to enter appearance in Orphans' Court.

Compels witness to appear and testify at hearing.

Compels production of documents and discovery.

Request to proceed without payment of filing fees.

Prepayment form for inheritance tax without REV-1500. Checks to 'Register of Wills, Agent.' Rev. 01/2026.

Primary return. Must be in ink, not stapled. Original + second copy filed with ROW Doylestown.

Detailed instructions for REV-1500 and all supporting schedules.

Common Level Ratio factors for all 67 PA counties. Bucks County: 17.06. July 2025–June 2026.

List all real estate owned by decedent. Value at fair market value (date of death), not assessed value. Use appraisal or CLR factor × assessed value.

Securities at date-of-death values. Include CUSIP numbers. Brokerage statements acceptable if they reflect DOD values.

All bank accounts, CDs, money market, credit union. Include accrued interest to date of death.

Life insurance payable to the estate. Insurance payable to named beneficiaries goes on Schedule J/K, not here.

All jointly held property. Spousal joint property is 50% includible. Non-spouse JTROS: 100% unless survivor proves contribution.

Vehicles, household goods, collections, tools, receivables, tax refunds, and anything not covered by other schedules.

Transfers within 1 year of death, retained life estates, revocable trusts, and other non-probate transfers subject to tax.

Deductions: funeral expenses (reasonable), attorney fees, executor commissions, appraisals, filing fees, court costs.

Deductions: mortgages, credit cards, medical bills, taxes owed. Must be legally enforceable debts at date of death.

Used to file a small claims civil action (up to $12,000) at the MDJ. Includes plaintiff/defendant info, claim amount, summary of facts, and verification under 18 Pa.C.S. § 4904.

Allows a private citizen to file criminal charges at the MDJ. May require DA approval under Pa.R.Crim.P. 506. Must include factual summary — bare statutory citation is insufficient.

Available at both Doylestown and Levittown offices.

To correct or amend a marriage record on file.

Filed with formal account at audit. Basis for decree of distribution.

For trust accountings. Different form than decedent's estate.

For guardian's formal accounting of incapacitated person's estate.

For guardian's formal accounting of minor's estate.

For accounting of principal's estate under power of attorney.

Bucks County checklist for all items required in audit papers. Must accompany every account.

Per 20 Pa.C.S. § 5511(e) and Bucks O.C. Rule 14.5A.

If minor is 14+, the minor must be the petitioner. Requires clearances.

Due within 90 days of appointment.

Annual report on status and care of the incapacitated person.

Annual financial report on management of assets.

Medical expert report required for guardianship proceedings.

Citation to alleged incapacitated person. Must be personally served 20+ days before hearing.

Required form filed with guardianship petitions.

Court's preliminary decree awarding citation in petition proceedings.

Checklist for all Orphans' Court petitions — compliance forms, verification, orders, service.

Required documents for petition to revoke letters granted.

Documents for court approval of private sale. Requires two affidavits of value.

Separate forms for personal representative vs. trustee/guardian.

For petitions approving compromise, settlement, or distribution involving minors.

Required to access sealed file.

Required to access sealed adoption records.

Filed with the Register of Wills to open an estate — Letters Testamentary (with will) or Letters of Administration (without will).

Filed when the person entitled to serve as personal representative declines to serve.

Affidavit from a witness present when the testator signed the will.

Used when an attesting witness is unavailable. Another person identifies the witness's signature.

Affidavit from someone who recognizes handwriting but was not present at execution.

Sworn statement establishing the fact and date of the decedent's death.

Verified inventory of all real and personal property (20 Pa.C.S.A. § 3301). All figures must be totaled.

Certifies notice sent to all required parties. Due within 3 months of letters. Free if e-filed; $25 paper.

The notice form sent to beneficiaries and heirs. See Rule 10.5 for required recipients.

Due 2 years from death; annually thereafter if estate remains open. Free e-filed; $25 paper.

Template for estate notice published in Bucks County Law Reporter and local newspaper for 3 weeks.

For estates $50,000 or less (excluding real estate). Allows distribution without full probate.

Filed by a creditor to present a claim against the estate.

Required notice to Attorney General when estate includes charitable gifts.

Step-by-step checklist for the first month of estate administration in Pennsylvania. Covers immediate priorities, probate setup, notice requirements, asset inventory, and key deadline calendar.

Complete before your consultation. Covers personal and family information, existing documents, asset inventory, liabilities, planning goals, and fiduciary designations.

Gather income, expenses, assets, debts, and custody information before your initial family law consultation. Includes a document checklist.