Letters testamentary and letters of administration
The document that gives you authority is called letters. Which kind you receive depends on whether there is a will.
- Letters testamentary are granted when there is a will. They go to the executor the will names.
- Letters of administration are granted when there is no will, or when the person named cannot or will not serve. They go to the person the law gives the right to ask.
Either way you are the personal representative, and the powers are broadly the same. What differs is where the instructions come from: a will, or the intestate rules in 20 Pa.C.S. § 2102 and § 2103.
Everyone you deal with will ask for a short certificate, the certified extract of the grant that the Register of Wills issues. Get several at the outset. Each bank, insurer and title company tends to want its own.
The Register of Wills and the Orphans’ Court are not the same office
The Register of Wills is an administrative office. It takes the application, admits the will, grants letters, issues short certificates and receives the inheritance tax return.
The Orphans’ Court is a division of the county Court of Common Pleas. It decides things rather than processing them: whether a will is valid, who inherits when that is disputed, whether an accounting is correct, and petitions such as the small estate petition under Pa. O.C. Rule 5.50.
In some counties the two share an office and a phone number. In others they are separate, with different rooms and different websites. Lehigh County is one of the split ones.
The creditor window is counted differently
Claims against the estate close one year from the first complete advertisement of the grant, not one year from the date of death (20 Pa.C.S. § 3532(b.1)). The advertisement runs once a week for three successive weeks in a newspaper of general circulation and in the county legal journal (20 Pa.C.S. § 3162).
People conflate those two dates in both directions: distributing too early, or holding an estate open far longer than they need to.