Within three months after a grant of
letters or whenever there is a change in personal representative, a personal
representative or the personal representative's counsel shall send a written
notice of estate administration in the form approved by the Supreme Court to:
(1) every person, corporation,
association, entity or other party named in decedent's will as a beneficiary,
whether individually or as a class member;
(2) the decedent's spouse and children,
whether or not they are named in, or have an interest under, the
there is an intestacy in whole or in part, to every person entitled to inherit
as an intestate heir under Chapter 21 of Title 20;
(4) the appointed guardian of
the estate, parent or legal custodian of any beneficiary who is a
appointed guardian of the estate or, in the absence of such appointment, the
institution or person with custody of any beneficiary who is an adjudicated
(6) the Attorney General on behalf of
any charitable beneficiary (i) which is a residuary beneficiary, including as a
beneficiary of a residuary testamentary trust; (ii) whose legacy exceeds
$25,000; or (iii) whose interest in a legacy will not be paid in
Attorney General on behalf of any governmental beneficiary;
(8) the fiduciary of any
estate or trust which is a beneficiary or, if the personal representative is a
fiduciary of such estate or trust, then the beneficiaries of such estate or
other persons and in such manner as may be required by local rule.
(b) A "beneficiary"
shall be deemed to include any person who may have an interest by virtue of the
Pennsylvania anti-lapse statute,
20 Pa.C.S. §
(c) Notice shall be given by personal
service or by first-class, prepaid mail to each person and entity entitled to
notice under subparagraph (a)(1)-(9) whose address is known or reasonably
available to the personal representative.
(d) Within ten (10) days after giving
the notice required by paragraph (a) of this Rule, the personal representative
or the personal representative's counsel shall file with the Register a
certification that notice has been given as required by this Rule.
(e) Upon the failure of the personal
representative or the personal representative's counsel to file the
certification on a timely basis, the Register shall, after ten days subsequent
to providing written notice to each personal representative and their counsel,
notify the court of such delinquency.
(f) This Rule shall not alter or
diminish existing rights or confer new rights.
(g) The Register shall deliver
a copy of Rule 10.5 and the forms of notice and certification approved by the
Supreme Court to each personal representative not represented by counsel at the
time letters are granted.
Note: Rule 10.5 is derived from former Rule
5.6. Subdivision (a)
applies to an initial grant of letters and to all changes in personal
representative, including a grant of letters to a successor personal
representative or due to the death or resignation of a personal representative
when there are other personal representatives who continue to serve.
Subdivision (d) of this Rule does not prohibitthe Register from charging a fee
for filing this certification. The form of notice and certification of notice
required by Rule 10.5 is set forth in the Appendix. Subdivision (e) of this
Rule is not intended to limit the inherent power of the court to impose
sanctions upon a delinquent personal representative or
Pennsylvania Bulletin, Vol 45, No. 51. December 19, 2015, effective
Pennsylvania Bulletin, Vol 49, No. 46. November 16, 2019, effective
Pennsylvania Bulletin, Vol 52, No. 05. January 29, 2022, effective