Rw 09 Form PDF Details

When navigating the complexities of estate management in Pennsylvania, one crucial document that serves as a foundational tool is the RW-09 form, officially titled the Inventory Register of Wills. This form is a thorough record that personal representatives of an estate must complete, detailing all of the deceased's personal and real assets within the state. It requires a meticulous listing of each asset's fair value as of the decedent's date of death, ensuring an accurate financial snapshot for estate planning and tax purposes. Moreover, the RW-09 form includes a specific provision for documenting any real estate owned outside Pennsylvania, though its valuation is kept separate from the total estate inventory. Importantly, by signing the RW-09, the personal representative verifies the truthfulness of the information provided under penalty of perjury, illustrating the form's legal gravity. This piece aims to unpack the significance of the RW-09 form in estate management, providing insight into its role in simplifying the complex process of asset declaration and valuation for decedents within the Commonwealth of Pennsylvania.

QuestionAnswer
Form NameRw 09 Form
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other namespa rw 09 form, pennsylvania inventory form, rw 09, form rw 09

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INVENTORY

 

REGISTER OF WILLS OF

COMMONWEALTH OF PENNSYLVANIA

}SS

File Number

County of

 

The undersigned, _______________________________________________________________________________, Personal

Representative(s) of the Estate of ___________________________________________________________________________

deceased, depose(s) and say(s) that the items appearing in the following Inventory include all of the personal assets wherever situated and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of Decedent's death, and that Decedent owned no real estate outside of the Commowealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory.

I verify that the statements made in this Inventory are true

and correct. I understand that } false statements herein are made subject to the penalties

of 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities.

Attorney -- (Name)

Corporate Fiduciary (if applicable)

 

________________________________

__________________________________

Name of Corporate Fiduciary

Signature of Personal Representative

________________________________

__________________________________

Name of Representative and Title

Signature of Personal Representative

________________________________

__________________________________

Signature of Officer/Representative

Date

 

(Supreme Court I.D. No.)

(Name of Law Firm) _____________________________________________________________________________

(Address)

(Telephone) ___________________________________________________________________________________

(Email) ____________________________________________________________________________

DATE OF DEATH

LAST RESIDENCE

DECEDENT'S SOC. SEC. NO.

FIGURES MUST BE TOTALED

(Attach additional sheets as needed)

TOTAL:

NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S. § 3301(b))

Form RW-09 eff. 09.01.16

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1. The pa estate inventory form needs specific details to be entered. Make certain the subsequent blanks are completed:

Filling out segment 1 in inventory register wills

2. Your next step is usually to fill in these particular fields: Telephone Email, DATE OF DEATH, LAST RESIDENCE, DECEDENTS SOC SEC NO, FIGURES MUST BE TOTALED, Attach additional sheets as needed, and TOTAL.

Stage number 2 in filling in inventory register wills

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