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Posted on Friday, August 22nd, 2014 by Peter Klenk

A little preparation will greatly decrease the amount of time you will spend in the Register of Wills’ office. If you are the named executor in a will and are preparing to take the will to the Register’s office, here is what you will need:

  1. The Original Will: Look at the will closely to make sure it is not a photocopy. If you cannot find the original will, you will likely need to consult with an experienced Philadelphia Probate Attorney. You might be able to use a copy, but only under certain circumstances. Make a copy of the Will, as the original stays with the Philadelphia Register of Wills.
  2. An Original Death Certificate: A photocopy will not be accepted. You will also need an original death certificate for each bank, financial institution, life insurance policy and parcel of real estate that you will sell. Get enough copies!
  3. The Executor with Photo ID: In most cases, the executor will need to be present to be sworn in. If this is impossible (the executor is confined to a house because of illness) or if it is impractical (the executor is in a distant place) there are alternatives available.
  4. Approximate Values for the Deceased’s Assets: Both the Register and the Pennsylvania Department of Revenue will require that you obtain the value of all assets on the date of death. On the day you go to the Register’s office, they do not expect you to know these values exactly, and a good estimate is acceptable. Within nine months you must provide both the Register and the Department of Taxation with exact valuations.
  5. Cash or a Credit Card: The Register’s fee must be paid prior to you obtaining your Letters Testamentary, and the Register no longer takes personal checks. The fee is based on the value of the decedent’s estate.

If you have questions about Philadelphia County Probate, feel free to contact our office for a free consultation. Wills, Trusts and Estates, It’s all we do!

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