Pennsylvania Probate Form

Model Estate Account

Everything you need to know about Pennsylvania Form Model Estate Account, including helpful tips, fast facts & deadlines, how to fill it out, where to submit it and other related PA probate forms.

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About Model Estate Account

There are all sorts of forms executors, beneficiaries, and probate court clerks have to fill out and correspond with during probate and estate settlement, including affidavits, letters, petitions, summons, orders, and notices.

Model Estate Account is a commonly used form within Pennsylvania. Here’s an overview of what the form is and means, including a breakdown of the situations when (or why) you may need to use it:

Atticus Fast Facts About Model Estate Account

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Model Estate Account:

  • This form pertains to the State of Pennsylvania

Government forms are not typically updated often, though when they are, it often happens rather quietly. While Atticus works hard to keep this information about Pennsylvania’s Form Model Estate Account up to date, certain details can change from time-to-time with little or no communication.

How to file Form Model Estate Account

Step 1 - Download the correct Pennsylvania form based on the name and ID if applicable

Double check that you have both the correct form name and the correct form ID. Some Pennsylvania probate forms can look remarkably similar, so it’s best to double, even triple-check that you’re using the right one! Keep in mind that not all States have a standardized Form ID system for their probate forms.

Step 2 - Complete the Document

Fill out all relevant fields in Form Model Estate Account, take a break, and then review. Probate and estate settlement processes in PA are long enough to begin with, and making a silly error can push your timeline even farther back. No thank you!

Note: If you don’t currently know all of the answers and are accessing Form Model Estate Account online, be sure to avoid closing the browser tab and potentially losing all your progress (or use a platform like Atticus to help avoid making mistakes).

Step 3 - Have Form witnessed or notarized (if required)

Some States and situations require particular forms to be notarized. If you have been instructed to get the document notarized or see it in writing on the document, then make sure to hire a local notary. There are max notary fees in the United States that are defined and set by local law. Take a look at our full guide to notary fees to make sure you aren’t overpaying or getting ripped off.

Step 4 - Submit Model Estate Account to the relevant office

This is most often the local probate court where the decedent (person who passed away) is domiciled (permanently resides) or the institution involved with this particular form (e.g. a bank). Some offices allow you to submit forms online, other’s don’t, and we while we generally recommend going in-person to expedite the process, sometimes that simply isn’t an option.

It’s also a generally good idea to establish a positive working relationship with any probate clerk (unfortunately there’s enough people & process out there making things more difficult and unnecessarily confusing for them), so a best practice is to simply ask the probate clerk proactively exactly how and where they’d prefer you to submit all forms.

Need help getting in touch with a local probate court or identifying a domicile probate jurisdiction?

👉 Find and Contact your Local Probate Court

👉 What is a Domicile Jurisdiction?

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When Model Estate Account is due

Different probate forms or processes can require different deadlines or response times for completing the appropriate form.

While some steps in the process are bound to specific deadlines (like petitioning for probate, having to submit an inventory of assets, or filing applicable notices to creditors and beneficiaries), many probate forms or processes are not tied to a specific deadline since the scope of work can vary based on situational factors or requirements involved.

Either way, there are a bunch of practical reasons why personal representatives should work to complete each step as thoroughly and quickly as possible when completing probate in Pennsylvania.

5 reasons you should submit this form as quickly as possible:

  1. The sooner you begin, the faster Pennsylvania can allow heirs and beneficiaries to get their share of assets subject to probate. Acting promptly can also decrease the costs & overall mental fatigue through an otherwise burdensome process.

    Helpful Context: What’s the Difference Between Probate and Non-Probate Assets?

  2. In general, creditors of an estate usually have around 3-6 months from the time you file notice to creditors to file any claims for debt against the deceased’s assets. If they don’t, then that debt is forfeited (and more importantly, the executor won’t be held personally responsible). So doing this sooner means you have a better idea of who is owed what and ensures you won’t get a surprise collector months later.

  3. Not filing a will within 30 days (on average) could mean that the probate process proceeds according to intestate laws (laws that govern what happens to someone's stuff without a will) or is subject to unnecessary supervision by the probate court. And if you aren't directly related to the deceased (a.k.a. next of kin), this could also mean you lose your inheritance.

  4. It’s important to file any necessary state tax returns on behalf of the deceased or estate by the following tax season in Pennsylvania. If you don’t, you could owe penalties and interest. This also includes any necessary federal tax returns such as Forms 1040, 1041, or even a Form 706 estate tax return.

  5. If a house in the State of Pennsylvania is left empty (or abandoned) for a while, insurance can get dicey. For example, if the house burns down and no one has been there for a year, an insurance company may get out of paying your claim.

If you’re not using Atticus to get specific forms, deadlines, and timelines for Pennsylvania probate, then try and stay as organized as possible, pay close attention to the dates mentioned in any correspondence you have with the State’s government officials, call the local Pennsylvania probate clerk or court for exact answers regarding Form Model Estate Account, and when in doubt— consult a qualified trust & estates lawyer for that area.

How to Download, Open, and Edit this form Online

Model Estate Account is one of the many probate court forms available for download through Atticus.

It may also be available through some Pennsylvania probate court sites, such as . In order to access the latest version, be updated with any revisions, and get full instructions on how to complete each form, check out the Atticus Probate & Estate Settlement software or consider hiring a qualified legal expert locally within Pennsylvania.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form Model Estate Account f using any other site or resource in order to avoid having to re-complete the form process and/or make another trip to the Pennsylvania probate court office.

Model Estate Account is a .pdf, so opening it should be as simple as clicking “View Form” from within the Atticus app or by clicking the appropriate link found on any Pennsylvania-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

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Did you know?

  • Form Model Estate Account is a probate form in Pennsylvania.

  • Pennsylvania has multiple types of probate and the necessary forms depend on the unique aspects of each estate, such as type and value of assets, whether there was a valid will, who is serving as the personal representative or executor, and even whether or not they also live in Pennsylvania.

  • During probate, all personal representatives and executives in are required to submit a detailed inventory of assets that must separate non-probate assets from probate assets.

  • Probate in Pennsylvania, especially without guidance, can take years to finish and cost upwards of $14,000.

Frequently Asked Questions about Model Estate Account

Probate is the government’s way of making sure that when a person dies, the right stuff goes to the right people (including the taxes the government wants).

All of that stuff is collectively known as someone’s “estate”, and it’s the job of the executor or personal representative to fill out all the forms and complete all the required steps to formally dissolve the estate. 

To get instant clarity on the entire probate process and get an idea of the steps, timeline, and best practices, read the Atticus Beginner’s Guide to Probate

The best place? Create an account in Atticus to start getting estate-specific advice. 

You may need a lawyer, you may not, and paying for one when you didn’t need it really hurts. Atticus makes sure you make  the best decisions (plus you can write it off as an executor expense).

We’ve also created a list of other probate services. Be sure to check it out!

An executor is named in someone’s will, and if the deceased didn’t have a will, then the spouse or other close family relative usually steps up to fulfill the role. If no one wants to do it, then a judge will appoint someone. 

The executor is responsible for the complete management of the probate process, including major responsibilities such as:

  • Creating an inventory of all probate assets.

  • Filling out all necessary forms

  • Paying off all estate debts and taxes

  • Submitting reports to the court and beneficiaries as requested

And much more. This process often stretches longer than a year. 

For an idea of what separates executors who succeed from those who make this way harder than it should be, visit our article, Executors of an Estate:
What they do & secrets to succeeding

The Exact Text on Form Model Estate Account

Here’s the text, verbatim, that is found on Pennsylvania Form Model Estate Account. You can use this to get an idea of the context of the form and what type of information is needed.

Model Estate Account IN THE COURT OF COMMON PLEAS OF ____________ COUNTY, PA. ORPHANS' COURT DIVISION FILE NO. 98765 FIRST AND FINAL ACCOUNT OF William C. Doe, Executor For ESTATE OF JOHN DOE, DECEASED Date of Death: 11/14/05 Date of Incapacity, if any: None Date of Executor's Appointment: 11/24/05 Date of First Complete Advertisement: 11/27/05 Accounting for the period: 11/24/05 to 11/30/06 Purpose of Account: The Executor offers this Account to acquaint interested parties with the transactions that have occurred during the Administration. It is important that the Account be carefully examined. Requests for additional information, questions or objections can be discussed with: [Name of Counsel] [Address] [Address] [Phone Number] Supreme Court I.D. No. _______ SUMMARY OF ACCOUNT PAGES PRINCIPAL Receipts 3-4 $ 160,488.76 Net Gain on Sales or Disposition 5 2,662.00 $ 163,150.76 Less Disbursements: Debts of Decedent 6 $ 485.82 Funeral Expenses 6 1,375.00 Administration Expenses 6 194.25 Family Exemption 6 3,500.00 Federal, State & Local Taxes 7 5,856.83 Fees and Commissions 7 11,689.64-23,101.54 Balance before Distributions $ 140,049.22 Distributions to Beneficiaries 8 -52,630.00 Principal Balance on Hand 9 $ 87,419.22 For Information: Investments Made 10 Changes in Holdings 11 INCOME Receipts 12 $ 2,513.40 Less Disbursements 13 -178.67 Balance before Distributions $ 2,334.73 Distributions to Beneficiaries 14 -2,334.73 Income Balance on Hand $ .00 COMBINED BALANCE ON HAND $ 87,419.22 ================ Verification 15 - 2 - PRINCIPAL RECEIPTS Assets Listed in Inventory (Valued as of Date of Death) Real Estate Residence 86 Norwood Road Philadelphia, PA $ 50,000.00 Common Stocks 50 Shs. Best Oil Co. 5,000.00 1,000 Shs. Central Trust Co. 50,850.00 151 Shs. Electric Data Corp. 1,887.50 200 Shs. Home Telephone & Telegraph Co. 25,000.00 200 Shs. XYZ Corporation 6,000.00 Personal Effects Furniture - 1 antique chair 55.00 Furniture - 1 antique highboy 2,000.00 Furniture - 1 antique side table 60.00 Jewelry - 1 pearl necklace 515.00 Mutual Funds 50 Shs. Fabulous Mutual Fund 1,833.33 $ 143,200.83 Cash in possession of decedent 42.54 FORWARD $ 143,243.37 - 3 - PRINCIPAL RECEIPTS (cont'd) FORWARD $ 143,243.37 First National Bank - checking account 516.93 Prudent Savings Fund Society - savings account 2,518.16 $ 146,278.46 ADJUSTMENTS TO INVENTORY Increased value of common stock upon audit of Federal Estate Tax Return RECEIVED AS: 200 Shs. XYZ Corporation $ 6,000.00 SHOULD BE: 200 Shs. XYZ Corporation 10,000.004,000.00 SUBSEQUENT RECEIPTS 02/22/06 Proceeds of Sale - Best Oil Co. rights to subscribe received 02/15/06 50.00 03/12/06 Fabulous Mutual Fund, capital gains dividend received in cash 32.50 05/11/06 Refund of overpayment of 2005 U.S. individual income tax 127.80 09/25/06 From Richard Rose, Ancillary Administrator, net proceeds on sale of oil and gas leases in Jefferson Parish, Louisiana 10,000.00 TOTAL PRINCIPAL RECEIPTS $ 160,488.76 =============== - 4 - PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DISPOSITIONS GAIN LOSS 02/07/06 100 Shs. Home Telephone & Telegraph Co. Net Proceeds 14,025.00 Acquisition Value 12,500.00$ 1,525.00 03/15/06 1,000 Shs. Central Trust Co. Net Proceeds 27,467.00 Acquisition Value 25,425.002,042.00 03/15/06 200 Shs. XYZ Corporation Net Proceeds 9,000.00 Acquisition Value 10,000.00$ 1,000.00 05/21/06 35 Shs. Electric Data Corp. Net Proceeds 530.00 Acquisition Value 437.5092.50 07/20/06 $10,000 U.S. Treasury Bonds, 3% due 07/01/2009 Net Proceeds 10,000.00 Acquisition Value 9,997.502.50 TOTALS $ 3,662.00 $ 1,000.00 ============== ============== NET GAIN TRANSFERRED TO SUMMARY $ 2,662.00 ============== - 5 - DISBURSEMENTS OF PRINCIPAL DEBTS OF DECEDENT 01/25/06 John T, Hill, M.D. Professional services $ 250.00 01/25/06 Thomas Pharmacy Prescriptions 23.82 02/01/06 Sanders Hardware Purchases per bill dated 12/15/05 56.00 04/12/06 PA Department of Revenue Balance Final Life Period Income Tax 156.00$ 485.82 FUNERAL EXPENSES 01/10/06 Smith Funeral Home Services $ 1,200.00 02/15/06 Jones Memorials Grave marker 175.001,375.00 ADMINISTRATION EXPENSES 11/14/05 Register of Wills Probate fees $ 72.00 02/22/06 Henry Smith Appraisal of jewelry and antiques 50.00 11/16/06 Arden, Miles & Solomon Disbursements $ 56.00 Various miscellaneous affidavits, registered mail, toll telephone charges and other costs 16.2572.25194.25 FAMILY EXEMPTION 05/15/04 Janet Doe 3,500.00 FORWARD $ 5,555.07 - 6 - DISBURSEMENTS OF PRINCIPAL (cont'd) FORWARD $ 5,555.07 FEDERAL, STATE & LOCAL TAXES 02/12/06 Register of Wills, Agent PA inheritance tax, payment on account $ 2,105.26 Less 5% discount -105.26$ 2,000.00 08/13/06 Register of Wills, Agent PA inheritance tax $ 2,501.33 Less payment on account 02/12/06 -2,105.26396.07 08/13/06 Internal Revenue Service Federal estate tax 2,663.29 11/15/06 Internal Revenue Service U.S. fiduciary income tax for fiscal year ending 07/31/06 (allocable to capital gains) 283.84 11/23/06 Internal Revenue Service Deficiency in Federal Estate Tax $ 505.24 Interest 08/14/06 to 11/24/06 8.39513.635,856.83 FEES AND COMMISSIONS 11/16/06 Albert Schryver, Esq. Fee as Guardian ad litem $ 375.00 11/16/06 William C. Doe Executor's compensation 6,314.64 11/16/06 Arden, Miles & Solomon Attorney's fees 5,000.0011,689.64 TOTAL DISBURSEMENTS OF PRINCIPAL $ 23,101.54 =============== - 7 - DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES TO: Janet Doe, in satisfaction of gift under Article FIRST of Will 12/01/05 Jewelry - 1 pearl necklace $ 515.00 12/01/05 Furniture - 1 antique highboy 2,000.00 12/01/05 Furniture - 1 antique side table 60.00 12/01/05 Furniture - 1 antique chair 55.00$ 2,630.00 TO: Janet Doe, in satisfaction of gift under Article SECOND of Will 12/01/05 Residence 86 Norwood Road Philadelphia, PA 50,000.00 TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES $ 52,630.00 =============== - 8 - PRINCIPAL BALANCE ON HAND FIDUCIARY VALUE AT ACQUISITION 11/30/2006 VALUE Bonds $40,000 U.S. Treasury Bills due 12/14/2006 $ 39,300.00 $ 39,300.00 Common Stocks 50 Shs. Best Oil Co. 4,500.00 5,000.00 1,000 Shs. Central Trust Co. 32,168.76 25,425.00 116 Shs. Electric Data Corp. 1,684.00 1,450.00 200 Shs. Home Telephone & Telegraph Co. 16,000.00 12,500.00 Mutual Funds 50 Shs. Fabulous Mutual Fund 4,016.17 1,833.33 $ 97,668.93 $ 85,508.33 CASH (AUTOMATICALLY INVESTED) 1,910.89 1,910.89 TOTAL PRINCIPAL BALANCE ON HAND $ 99,579.82 $ 87,419.22 ================== ================== - 9 - PRINCIPAL INVESTMENTS MADE 02/01/06 $10,000 U.S. Treasury Bonds, 3% due 07/01/2009 $ 9,997.50 09/14/06 $40,000 U.S. Treasury Bills due 12/14/2006 39,300.00 TOTAL PRINCIPAL INVESTMENTS MADE $ 49,297.50 =============== - 10 - CHANGES IN PRINCIPAL HOLDINGS ACCOUNT VALUE Central Trust Co. 1,000 Shs. Inventoried at $ 50,850.00 01/15/06 1,000 Shs. additional received in 2-1 split - par reduced to $2.50 0.00 2,000 Shs. $ 50,850.00 03/15/06 1,000 Shs.Sold -25,425.00 1,000 Shs. $ 25,425.00 =================== ================== Electric Data Corp. 151 Shs. Inventoried at $ 1,887.50 05/21/06 35 Shs.Sold -437.50 116 Shs. $ 1,450.00 =================== ================== Home Telephone & Telegraph Co. 200 Shs. Inventoried at $ 25,000.00 02/07/06 100 Shs.Sold -12,500.00 100 Shs. $ 12,500.00 03/30/06 100 Shs. additional received in 2-1 split - par reduced to $5 0.00 200 Shs. $ 12,500.00 =================== ================== - 11 - RECEIPTS OF INCOME Best Oil Co. Dividend 50 Shs. 01/02/06 to 10/02/06 $ 20.00 Central Trust Co. 01/15/06 - Dividend 2,000 Shs. $ 600.00 Dividend 1,000 Shs. 04/13/06 to 10/15/06 900.001,500.00 Electric Data Corp. Dividend 151 Shs. 12/29/05 to 03/30/06 $ 30.20 Dividend 116 Shs. 06/29/06 to 09/28/06 23.2053.40 Fabulous Mutual Fund Dividend 50 Shs. 03/14/06 to 09/12/06 140.00 Home Telephone & Telegraph Co. 02/01/06 - Dividend 200 Shs. $ 225.00 Dividend 200 Shs. 05/01/06 to 11/01/06 (after stock split) 450.00675.00 U.S. Treasury Bonds, 3% due 07/01/2009 06/29/06 - Interest $10,000 $ 150.00 Less: accrued interest paid on purchase 02/1/06 -25.00125.00 TOTAL RECEIPTS OF INCOME $ 2,513.40 =============== - 12 - DISBURSEMENTS OF INCOME 11/15/06 Internal Revenue Service U.S. fiduciary income tax for fiscal year ending 07/31/06 (allocable to income) $ 53.00 To be paid: William C. Doe Executor's income commission 5% on $2,513.40 125.67 TOTAL DISBURSEMENTS OF INCOME $ 178.67 ============== - 13 - DISTRIBUTIONS OF INCOME TO BENEFICIARIES TO: Sharon Doe 11/16/06 Cash $ 1,167.36 TO: William C. Doe, Trustee under Article FOURTH (A) for Walter Doe 11/16/06 Cash 1,167.37 TOTAL DISTRIBUTIONS OF INCOME TO BENEFICIARIES $ 2,334.73 =============== __________________________________ William C. Doe, Executor of the Will of John Doe, Deceased - 14 - VERIFICATION WILLIAM C. DOE, Executor of the Will of JOHN DOE, Deceased, hereby declares under oath that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to his knowledge, there are no claims outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that the grant of Letters Testamentary and the first complete advertisement thereof occured more than four months before the filing of the foregoing First and Final Account. This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. ________________________________ WILLIAM C. DOE Dated:______________________________ - 15 -

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