Pennsylvania Estate Information Sheet

Estate Information Sheet
Estate Information Sheet (REV-346)
3460019105
(EX) MOD 08-19 (FI)

REV-346

BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17128-0601

FOR REGISTER’S OFFICE USE ONLY
County Code

Year

File Number

ESTATE INFORMATION
SHEET

DECEDENT INFORMATION

SECTION I

Enter data as it will appear on all documents submitted to the Department.
START

Decedent’s Social Security Number

Date of Death

Date of Birth

➜
Last Name

First Name

Suffix

MI

TYPE FILING

SECTION II

Fill in oval to indicate the nature of the return to be filed with the Department.
Probate Return

Joint Assets Only

Non-probate Assets Only

Litigation Purposes (no other assets)

LETTERS GRANTED

SECTION III

Fill in oval to indicate the nature of the proceedings at the Register of Wills Office. (Attach additional sheets if explanation is necessary.)
Testamentary

Administration

No Letters

Other (Please Explain.)

ATTORNEY/CORRESPONDENT INFORMATION

SECTION IV

Enter all information for the attorney or individual to receive tax information and correspondence.
Last Name

First Name

Suffix

Telephone Number

Supreme Court I.D. #

MI

Attorney/ Correspondent’s e-mail address:

First Line of Address

Second Line of Address

City or Post Office

State

ZIP Code

PERSONAL REPRESENTATIVE INFORMATION

SECTION V

Enter all information for the personal representative(s) of the estate authorized by the Register of Wills.
Executor/Administrator Last Name

Suffix

First Name

MI

First Line of Address
OFFICIAL USE ONLY

Second Line of Address

TRANSACTION COUNT

City or Post Office

State

ZIP Code

Telephone Number
Indicate additional personal representatives on reverse side.

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3460019205

REV-346 (EX) MOD 08-19 (FI)

Decedent’s Social Security Number

Decedent’s Name:

PERSONAL REPRESENTATIVE INFORMATION cont.

SECTION V

Co-Executor/Administrator Last Name (if necessary)

Suffix

First Name

MI

First Line of Address

Second Line of Address

City or Post Office

State

ZIP Code

Telephone Number

Second Co-Executor/Administrator Last Name (if necessary)

Suffix

First Name

MI

First Line of Address

Second Line of Address

City or Post Office

State

ZIP Code

Telephone Number

SIDE 2
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Pennsylvania Department of Revenue

Instructions for REV-346
REV-346 IN (EX) MOD 08-19

GENERAL INSTRUCTIONS
This form should be filed with the Register of Wills of the
county of which the decedent was a resident at death.
Please be aware the correspondent identified will receive
all correspondence from the department. It is the responsibility of the personal representative to notify the department
if the correspondent contact information changes.

Estate Information Sheet

department uses the Social Security number to identify the
decedent and personal representatives of the estate. The
Commonwealth may also use the information in exchangeof-tax-information agreements with federal and local taxing
authorities. State law prohibits Commonwealth personnel
from disclosing confidential tax information except for official purposes.

The department is authorized by law, 42 U.S.C. §405
(c)(2)(C)(i), to require disclosure of Social Security numbers in connection with administering state tax laws. The

www.revenue.pa.gov

REV-346

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