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Pennsylvania Small Estate Affidavit Form

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The Pennsylvania small estate affidavit is for use when a decedent has died with $50,000 or less value in personal property assets excluding real estate. It can only be used 60 days after a decedent has passed away and it may only be used by the first successor, whether it be a spouse, or a child, if there is not spouse, or a parent. This provides a expeditious method of gathering assets in a small estate without having to go through the complications of a formal probate administration. If real estate is part of the decedent’s estate the property must go through the official probate process.

Court of JurisdictionOrphans’ Court Division

Death Certificate – Must be attached to the Small Estate.

Inheritance Tax (Form REV-1500) – Must be attached to the Small Estate.

LawsStatute 20 § 3102

Maximum – $50,000

Other Monies Due (Small Estate) – Use if other money is due the Heirs that is not more than the maximum for each section:

Vehicle (Form MV-53) – Only for the transferring of a vehicle in the decedent’s name to someone else.

How to Write

1 – The Affidavit Template Is Downloadable Through This Page

The paperwork on this page will act as a template for affidavits to document the property involved in an estate. Its available in one of three formats for your convenience. Make sure you have an appropriately updated editing program for the version you prefer. This way you can enter information directly onscreen then print the finished product for execution. If you lack an editing program then access the PDF file using your browser, print it, then fill it out manually.

2 – Input Required Information To The Opening Declaration Statement

The first paragraph will serve as an introduction to this document. Notice it has several blank lines. You will need to supply the information unique to this situation here. Begin by listing the full name of the Decedent on the first blank line. The next two spaces (after “State Of” and “County Of”) require the State and County of the Decent to be supplied in that order.

 

3 – Report Some Specifics Regarding The Decedent’s Death And Make Sure To Provide Documentation

Several articles in this document will require attention. Present the full name of the Decedent on the first blank line in article 1. The next two blank spaces require the Calendar Day of the month when the Decedent died and the Calendar Month and Year of death. Use the first blank space for the day of the month and the second and third blank spaces to report the month and year (respectively). Finish this item by supplying the County and State on the Decedent’s death certificate on the last two blank spaces.

4 – The Affiant Must Self Identify And Agree To Several Facts

The third and fourth items will also require input. The full name of the Affiant (the person signing this affidavit) should be entered on the blank line after the words “My Name Is.” Continue the Affiant report by entering his or her street address (building number, street or road name, and suite number) on the next blank space. Record the Affiant’s County and State on the last two spaces.In the eighth item, fill in the number of days that have passed since the Decedent’s date of death as listed on his or her death certificate.

5 – Supply A Roster Of All The Decedent’s Heirs

The eleventh article will present two columns that need attention; “Name” and “Address.” You must use the “Name” column to report the full name and relationship of each Heir to the Decedent’s estate using the lines labeled “Name” and “Relation.” Then, use the second column to record the “Telephone” number and full “Address” of each of these heirs. If there is not enough room, you may continue entering the remaining information using “Attachement A.”

5 – Account For The Decedent’s Assets And Liabilities

The thirteenth article will also present a similar table. Here, we must list each “Asset” in the Decedent’s estate, the “Value” of each of these assets, and any “Additional Information” that serves to further describe the asset being reported. You may use “Attachment B,” included with this download, to continue this account if there is not enough room.Similarly, the three columns available in the fourteenth article will require a report on the estate. Here, however, we will list each “Liability/Debt” held by the estate, the exact “Amount Owed” for each debt, and the “Creditor Information” for each reported debt.  “Attachment C” can be utilized to give a full report if more room is required.

6 – Record Each Heir/Devisee With The Property Left For Him Or Her

Naturally, when dealing with an estate, there will be certain wishes of the Decedent describing which of his or her possessions/monies should be left to which heir. In the fifteenth article, fill in the name of each “Heir Or Devisee.” You will also need to describe the “Property” left for each of the heirs being reported. If this is not enough space to record each of these entities then, you may use “Attachment D” to report the balance of this roster.

7 – The Affiant’s Notarized Signature Must Be Included

The Affiant responsible for this paperwork must sign this document to execute it. The final item of this document will supply an area where the Affiant can satisfy this requirement. He or she must locate the blank space in the sixteenth article labeled “Signature Of The Affiant” then sign his or her name. This must be done in the presence and under the direction of a Notary Public. The Notary Public will supply the signature date, verify the identity of the Affiant, the location of signing, supply his or her credentials, and notarize this document at the time of the Affiant’s signing.


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