One of the most important reasons to make a will is to name your executor -- sometimes called a “personal representative” in Pennsylvania. After your death, your executor’s primary job is to protect your property until any debts and taxes have been paid, and then transfer what’s left to those who are entitled to it.
Every state has some rules about who may serve as the executor of an estate that goes through probate. Here are the requirements in Pennsylvania.
Your executor must be:
Unlike many states, Pennsylvania has no general statute that prohibits you from naming an executor who has been convicted of a felony. However, a Pennsylvania probate court will reject a potential executor who has been charged, “whether by indictment, information or otherwise,” with your death by voluntary manslaughter or homicide, unless the charge is withdrawn, dismissed, or the person has been found not guilty at trial. The only exception to this rule is if your death was ruled a vehicular homicide.
(20 Pa. Cons. Stat. Ann. § 3156.)
While you can name a corporation as your executor, it must be authorized to act as a fiduciary in Pennsylvania. (20 Pa. Cons. Stat. Ann. § 3156.) That said, think carefully before appointing a bank or trust company to represent your estate. It’s almost always best to name an individual; consider an institution only if you don’t know anyone you trust enough to serve or your estate is very large and complex.
Unlike many states, Pennsylvania does not impose special requirements on executors who live out of state. But that doesn’t mean it’s a good idea to appoint someone who lives far away. For practical reasons, it’s usually best to name an executor who lives near you. Your executor may have to handle day-to-day matters for weeks, months, or sometimes longer.
For more information about choosing your executor and making your will, see the Wills section of Nolo.com.