Administering a PA Trust After Death
By Sean Quinlan, Esq. · Updated January 15, 2025
When the settlor of a revocable trust dies, the trust becomes irrevocable and the successor trustee takes over. The work is similar to probate — privately, without court supervision.
Notice to beneficiaries
Pennsylvania requires written notice to qualified beneficiaries under 20 Pa.C.S. § 7780.3 within 30 days of acceptance of trusteeship.
Inheritance tax
Trust assets pass through the REV-1500 just like probate assets. Same 9-month deadline, same 5% early-payment discount.
Accounting
Beneficiaries can request a formal trust accounting at any time. Many trustees use informal annual accountings to head off requests.
This article is general information about Pennsylvania law as of the update date above. It is not legal advice for your situation and does not create an attorney-client relationship. For advice on your specific facts, please schedule a consultation.
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