A Pennsylvania Small Estate Affidavit is a legal document that is used to transfer the assets of a deceased person in Pennsylvania upon their death. It is designed to allow the transfer of assets without the need for probate court proceedings, which can be costly and time-consuming. There are two types of Pennsylvania Small Estate Affidavit: the Small Estate Affidavit Without Administration and the Small Estate Affidavit With Administration. The Small Estate Affidavit Without Administration is used when the estate has less than $50,000 in assets and no real estate. The Small Estate Affidavit With Administration is used when the estate has more than $50,000 in assets, or if there is real estate involved. In both cases, the affidavit must be signed by all the legal heirs and must be accompanied by the death certificate of the deceased. The affidavit must also be filed with the Register of Wills in the county where the deceased lived.
Pennsylvania Small Estate Affidavit
Description
How to fill out Pennsylvania Small Estate Affidavit?
Dealing with official documentation requires attention, precision, and using well-drafted blanks. US Legal Forms has been helping people across the country do just that for 25 years, so when you pick your Pennsylvania Small Estate Affidavit template from our service, you can be certain it complies with federal and state regulations.
Working with our service is simple and quick. To get the required paperwork, all you’ll need is an account with a valid subscription. Here’s a brief guideline for you to get your Pennsylvania Small Estate Affidavit within minutes:
- Remember to attentively look through the form content and its correspondence with general and legal requirements by previewing it or reading its description.
- Look for an alternative formal template if the previously opened one doesn’t suit your situation or state regulations (the tab for that is on the top page corner).
- ​Log in to your account and download the Pennsylvania Small Estate Affidavit in the format you prefer. If it’s your first experience with our service, click Buy now to proceed.
- Register for an account, decide on your subscription plan, and pay with your credit card or PayPal account.
- Decide in what format you want to obtain your form and click Download. Print the blank or upload it to a professional PDF editor to prepare it paper-free.
All documents are created for multi-usage, like the Pennsylvania Small Estate Affidavit you see on this page. If you need them one more time, you can fill them out without re-payment - simply open the My Forms tab in your profile and complete your document any time you need it. Try US Legal Forms and prepare your business and personal paperwork rapidly and in full legal compliance!
Form popularity
FAQ
Simplified Probate for Small Estates Not all estates must go through a long and expensive probate process. Pennsylvania offers a simplified probate process for small estates, which state law defines as estates that contain no more than $50,000 in assets.
Some states may require a lawyer for submitting them to probate court, but Pennsylvania doesn't. A lawyer will save you time and headaches. A lawyer can make sure you don't make big tax mistakes or miss any deadlines.
A Pennsylvania small estate affidavit is a document used to petition the Orphans' Court for appointment as the personal representative over a deceased individual's small estate. It can only be used for estates valued at less than $50,000.
Pennsylvania Probate Fee Schedule ? Attorney Fees For Estate Settlement In PA Value of Estate% of EstateFee$0.01 to $25,000.007%$1,750.00$25,000.01 to $50,000.006%$1,500.00$50,000.01 to $100,000.005%$2,500.00$100,000.01 to $200,000.004%$4,000.005 more rows
The process of settling an estate involves naming a personal representative, collecting estate assets, filling appropriate forms with the Register of Wills, notifying heirs, providing a public notice, paying all debts and taxes, and distributing the remaining assets to heirs named in the will or under the laws of
When Can You Use a Settlement of Small Estate in Pennsylvania? Pennsylvania's small estate proceeding is called a "settlement of small estate on petition." This procedure is available if all of the property left behind is worth $50,000 or less. But these types of property don't count in the tally: real estate.
In Pennsylvania, it is only necessary to probate if the decedent owned assets, whether financial or real estate holdings, solely in their name which did not already have a beneficiary designated. Such assets are called probate assets, and in order to convey ownership of them it is necessary to probate.
In Pennsylvania, there is no set deadline for filing probate. However, the law requires that the inheritance tax be wholly paid within nine months after the person's passing unless there has been a request for an extension.