Karen Ann Ulmer, P.C.
Call for a Confidential Consultation
P 215-752-6200 | F 215-752-6202
As a result of the COVID-19 virus, we have closed our physical offices to protect the health and safety of our clients, staff, and business partners. We remain open and actively working (remotely) for both our current clients and those who may come to need our services. Please feel free to call our main office line at 215-752-6200

Inventory of Probate Assets

An inventory must be filed with the court in administering an estate. The inventory should identify all probate assets of the decedent at the time of death. This may require some investigation by the executor. A good starting point is to monitor the decedent's mail for evidence of statements for accounts. In an increasingly electronic society, however, access to digital accounts may be more productive as more and more parties elect for email correspondence over hard copies in the mail.

The inventory should include the value of the assets listed as of the decedent's death. The inventory is to be filed with the court within nine (9) months from the date of death unless an extension is granted.

Click below to read more.

If additional assets are discovered after filing the initial inventory a supplemental inventory should be filed with the court. The amount of tax due depends on the value of the estate. Accordingly, the inventory and inheritance tax return are usually filed together. There is a form available for use in Pennsylvania on the Unified Judicial System website. Alternatively, items on Schedule A - E of the inheritance tax return can serve as the list of assets for the inventory.

Click here to read more about the probate process.

No Comments

Leave a comment
Comment Information
Email us for response

Do You Need Answers?

Bold labels are required.

Contact Information

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.


Privacy Policy

Firm Locations

Langhorne Office
174 Middletown Blvd
Langhorne, PA 19047

Toll Free: 866-567-9029
Phone: 215-752-6200
Fax: 215-752-6202
Langhorne Law Office Map

Doylestown Office
196 West Ashland Street
Doylestown, PA 18901

Toll Free: 866-567-9029
Phone: 215-348-3800
Fax: 215-752-6202
Map & Directions

King of Prussia Office
630 Freedom Business Center
3rd Floor
King of Prussia, PA 19406

Toll Free: 866-567-9029
Phone: 484-704-2100
Fax: 215-752-6202
Map & Directions

Jenkintown Office
610 Old York Road
Suite 400
Jenkintown, PA 19046

Toll Free: 866-567-9029
Phone: 267-636-0100
Fax: 215-752-6202
Map & Directions