Probate in Westmoreland County: A Step‑by‑Step Starter Guide

Last updated: September 13, 2025

I. Confirm whether probate is required

Requires probate: sole‑owned PA real estate; accounts without beneficiaries; titled assets solely in the decedent’s name.

May avoid probate: POD/TOD and retirement accounts; joint ownership with survivorship; small‑asset procedures.

II. Choose the right opening path

With a will: Letters Testamentary. Without a will: Letters of Administration. Court: Westmoreland County Orphans’ Court, 2 N Main St, Greensburg.

III. Get appointed and start duties

• Obtain Letters.
• Open estate bank account (use EIN).
• Secure property and collect statements.

IV. Publish and notify

• Publish Notice of Grant of Letters.
• Send written notice to heirs/beneficiaries.
• Track claim windows.

V. Inventory and appraise

Identify and value assets as of date of death; file the Inventory; consider professional appraisals when appropriate.

VI. Pennsylvania Inheritance Tax

Due 9 months from death (5% discount if paid within 3 months). Rates vary by relationship. File PA‑1500 and keep receipts.

VII. Handle claims, sell assets, and pay expenses

Approve valid claims; reject improper ones; obtain approvals where required; maintain meticulous records.

VIII. Account and distribute

Choose a formal accounting or an informal Family Settlement Agreement. Address reserves and tax clearances, then distribute.

IX. Close the estate

File closing documents and retain records for at least 7 years.

Need help?

Ament Law Group, P.C. handles filings, notices, inventory, inheritance tax, real estate coordination, and accountings.

Free consult: (724) 733‑3500 • info@ament.law