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Detailed Answer

To secure missing estate documents from uncooperative institutions in Pennsylvania, start by establishing your authority as the personal representative. Follow these steps:

1. Obtain Letters of Administration or Testamentary
   File a probate petition in Orphans’ Court. Once the court approves your petition, it issues Letters Testamentary or Letters of Administration. These letters prove your legal authority. (See 20 Pa.C.S. § 3101 and § 3102.)
2. Send a Formal Demand Letter
   Draft a written request to each institution. Attach certified copies of the death certificate and your Letters. State the documents you need (e.g., account statements, policy contracts, deeds). Send via certified mail and keep proof of delivery.
3. Use Orphans’ Court Citation Powers
   If the institution still refuses, petition the court for a citation to produce documents. Under 20 Pa.C.S. § 3562, the court can order the institution to appear and bring requested records.
4. Leverage the Revised Uniform Fiduciary Access to Digital Assets Act
   If the missing documents include digital assets (e.g., online financial records), invoke the state’s version of the RUFADAA. See 20 Pa.C.S. § 7772 to compel custodians of digital information to provide access.
5. File a Right-to-Know Request
   For public agencies holding vital records (e.g., death certificates, property filings), submit a request under the Pennsylvania Right-to-Know Law. Visit the Pennsylvania Office of Open Records for guidance.
6. Consider Alternative Dispute Resolution
   Mediation or small-claims actions may resolve disputes with smaller institutions without full court litigation.

Helpful Hints

• Keep a detailed file of all correspondence, including certified mail receipts.
• Request certified copies of death certificates from the Division of Vital Records early.
• Confirm each institution’s specific requirements for document requests.
• Check whether the institution charges fees for document reproduction.
• Act promptly—most statutes of limitations apply to estate administration.

Disclaimer: This article provides general information under Pennsylvania law and does not constitute legal advice. Consult an attorney for guidance tailored to your situation.