CHAPTER 33
ADMINISTRATION AND PERSONAL REPRESENTATIVES
Subchapter
A. Inventory
B. Personal Representatives; Powers, Duties and Liabilities
C. Sales, Pledges, Mortgages, Leases, Options and Exchanges
D. Abatement, Survival and Control of Actions
E. Claims; Charges; Rights of Creditors
Enactment. Chapter 33 was added June 30, 1972, P.L.508, No.164, effective July 1, 1972.
SUBCHAPTER A
INVENTORY
Sec.
3301. Duty of personal representative.
3302. Valuations.
3303. Supplemental inventory.
3304. Claims against personal representative.
3305. Objections to inventory.
§ 3301. Duty of personal representative.
(a) General assets.--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 shall include in the inventory only assets for
which he is responsible.
(b) Real estate outside of Commonwealth.--The inventory shall include at the end a memorandum of real estate outside of this
Commonwealth. The memorandum, at the election of the personal representative, may
indicate the value of each item of real estate included therein, but the values so
fixed shall not be extended into the total of the inventory or included as real estate
in subsequent accountings.
(c) Time for filing.--The personal representative shall file his inventory no later than the date he files
his account or the due date, including any extension, for the filing of the inheritance
tax return for the estate, whichever is earlier. Any party in interest in the estate
may request the filing of an inventory at an earlier date by writing delivered to
the personal representative or his attorney in which event an inventory shall be filed
within three months after the appointment of the personal representative or within
30 days after the request, whichever is later. The court may direct the personal representative to file an inventory of estate assets at any time.
(Oct. 12, 1984, P.L.929, No.182, eff. imd.; Oct. 27, 2010, P.L.837, No.85, eff. 60
days)
2010 Amendment. Act 85 amended subsec. (c).
Notes of Decisions
Cited in
6
cases (
1 in the last 5 years), 1986–2022 · leading case:
In re Est. of Andrews, 92 A.3d 1226 (Pa. Super. Ct. 2014).
In re Est. of Andrews, 92 A.3d 1226 (Pa. Super. Ct. 2014).
· cites it 3× “In derogation of responsibilities imposed by 20 Pa. C.S. § 3301, Appellant did not file that document.”
Order Amending Rules 1.7, 1.8, 2.1, 2.5, 2.7, 3.5, 3.7, 4.3, 4.6, 5.1, 5.3, 5.4, 7.1, 10.1, 10.5, & the Index of the Appendix of the Pa Orphans' Court Rules, & Rescinding & Replacing Forms Oc-01 Through Oc-05 & Rw-03 Through Rw-10 (Pa. 2019).
“(See 20 Pa. C.S. § 3301(b)) Form RW-09_ rev. 01.”
In Re: Est. of Michael Vasil (Pa. Super. Ct. 2022).
“5; filing of an inventory, 20 Pa.C.S. § 3301(c); and filing of inheritance tax returns, 72 P.”
In re Mancilla, 32 Pa. D. & C.5th 148 (2013).
“Decedent also filed an affidavit under the Divorce Code, 20 Pa. C.S. §3301(d), asserting (a) that the parties separated in July 2009 and have continued to live separate and apart for a period of at least two years; and (b) that the marriage is irretrievably broken.”
In re Anonymous No. 22 D.B. 85, 45 Pa. D. & C.3d 249 (Pa. 1986).
“(75) Respondent failed to file an inventory of the estate within the three-month period then specified by the Probate, Estates and Fiduciaries Code, 20 Pa.C.S. §3301. (76) Under cover of letter dated February 5, 1979, respondent sent to the [M] a statement of work completed on…”
— 20 Pa. Cons. Stat. § 3301(a) — 1 case
In re Est. of Andrews, 92 A.3d 1226 (Pa. Super. Ct. 2014).
“In derogation of responsibilities imposed by 20 Pa. C.S. § 3301, Appellant did not file that document.”
— 20 Pa. Cons. Stat. § 3301(b) — 1 case
Order Amending Rules 1.7, 1.8, 2.1, 2.5, 2.7, 3.5, 3.7, 4.3, 4.6, 5.1, 5.3, 5.4, 7.1, 10.1, 10.5, & the Index of the Appendix of the Pa Orphans' Court Rules, & Rescinding & Replacing Forms Oc-01 Through Oc-05 & Rw-03 Through Rw-10 (Pa. 2019).
“(See 20 Pa. C.S. § 3301(b)) Form RW-09_ rev. 01.”
— 20 Pa. Cons. Stat. § 3301(c) — 1 case
In Re: Est. of Michael Vasil (Pa. Super. Ct. 2022).
“5; filing of an inventory, 20 Pa.C.S. § 3301(c); and filing of inheritance tax returns, 72 P.”
— 20 Pa. Cons. Stat. § 3301(d) — 1 case
In re Mancilla, 32 Pa. D. & C.5th 148 (2013).
“Decedent also filed an affidavit under the Divorce Code, 20 Pa. C.S. §3301(d), asserting (a) that the parties separated in July 2009 and have continued to live separate and apart for a period of at least two years; and (b) that the marriage is irretrievably broken.”
Annotations are extracted automatically from the opinions in the
Syfert caselaw corpus and ranked by authority, recency, and
treatment. Dots show Syfertize treatment of the citing case itself.