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Berks County probate forms

Download the probate forms for the Berks County probate court in Pennsylvania. We list 22 forms, grouped by purpose, with short notes on what they're for, and each links to the official source. File completed forms with the Berks County probate court at 633 Court Street, Reading, PA 19601.

Last updated

General information, not legal advice. Forms change, so check the official source for the current version. Which forms you need depends on the case, for example whether there's a will or the estate has no will (intestate). The court clerk can tell you which ones apply. The notes under each form describe the document. They aren't instructions.

Forms to fill out and file (19)

  • 4321 — Affidavit Financial Responsibility (opens in a new window)

    Provides a sworn statement affirming an individual's financial capability and responsibility.

    Official source: berkspa.gov
    PDF
  • Affidavit Foreign Fiduciary (opens in a new window)

    Used to attest to the authority of a fiduciary appointed in another jurisdiction to act within Pennsylvania.

    Official source: berkspa.gov
    PDF
  • Bond Surety Personal Representative (opens in a new window)

    Provides a financial guarantee from a surety that a personal representative will faithfully perform their duties in administering an estate.

    Official source: berkspa.gov
    PDF
  • 10.5 — Certification of Notice (opens in a new window)

    Certifies that all required parties have received proper notice of probate proceedings.

    Official source: berkspa.gov
    PDF
  • REV-346 — Estate Information Sheet-REV 346 (opens in a new window)

    Used to provide initial administrative and tax-related information for a newly opened decedent's estate.

    Official source: berkspa.gov
    PDF
  • Guardian Acknowledgment of Duties and Liabilities (opens in a new window)

    Used by a guardian to formally acknowledge their responsibilities and potential legal obligations.

    Official source: berkspa.gov
    PDF
  • Guardians Inventory for a Minor (opens in a new window)

    Lists all assets belonging to a minor under guardianship, filed by the guardian.

    Official source: berkspa.gov
    PDF
  • Guardians Inventory for an Incapacitated Person (opens in a new window)

    Lists all assets belonging to an incapacitated person under guardianship, filed by the guardian.

    Official source: berkspa.gov
    PDF
  • Guardianship Citation (opens in a new window)

    Serves as an official summons or notice in a guardianship proceeding, requiring appearance or response.

    Official source: berkspa.gov
    PDF
  • Informal Caveat (opens in a new window)

    Filed to object to the probate of a will or the grant of administration, preventing action without notice to the caveator.

    Official source: berkspa.gov
    PDF
  • Inventory (opens in a new window)

    Lists and values all assets belonging to a decedent's estate at the time of their death.

    Official source: berkspa.gov
    PDF
  • 5.6 — Notice of Beneficial Interest (opens in a new window)

    Notifies individuals or entities of their beneficial interest in an estate or trust.

    Official source: berkspa.gov
    PDF
  • 10.13 — Notice of Claim (opens in a new window)

    Filed by a creditor to formally assert a claim against a decedent's estate.

    Official source: berkspa.gov
    PDF
  • Oath of Witness to be executed by Mark (opens in a new window)

    Provides a sworn statement from a witness affirming the proper execution of a will, especially when the testator signed by mark.

    Official source: berkspa.gov
    PDF
  • REV-11 — Petition for Grant of Letters (opens in a new window)

    Petitions the court to appoint a personal representative and grant Letters Testamentary or of Administration.

    Official source: berkspa.gov
    PDF
  • Report of Guardian of the Estate (opens in a new window)

    Filed by a guardian to report on the financial management of an incapacitated person's estate.

    Official source: berkspa.gov
    PDF
  • Report of Guardian of the Person (opens in a new window)

    Filed by a guardian to report on the personal well-being and care of an incapacitated person.

    Official source: berkspa.gov
    PDF
  • Small Estates Affidavit (opens in a new window)

    Allows for the simplified transfer of assets from a small estate without formal probate proceedings.

    Official source: berkspa.gov
    PDF
  • Waiver of Fiduciary Bond (opens in a new window)

    Filed to request or confirm that a fiduciary, such as a personal representative, is not required to post a bond.

    Official source: berkspa.gov
    PDF

Orders (1)

  • Guardianship Preliminary Decree For Alleged Incapacitated Person

    Establishes initial orders or findings in a guardianship case before a final decision is made.

    Official source: berkspa.gov
    PDF

Local rules (1)

  • Berks Orphans' Court Rules

    Outlines the specific procedures and regulations governing cases heard in the Berks County Orphans' Court.

    Official source: berkspa.gov
    PDF

Other documents (1)

Where to file

Berks County Probate Court

633 Court Street, Reading, PA 19601

610-478-6208Hours, fees and contact details →