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Summary Administration Package - Not More than $50,000 - Small Estates - Pennsylvania

Summary Administration Package - Not More than $50,000 - Small Estates - Pennsylvania 2025

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The document is a legal form for filing a Petition for Settlement of Small Estate in Pennsylvania, outlining the necessary information and steps for individuals to complete the petition. It includes instructions on using form fields, a disclaimer regarding the use of the forms, and sections to provide details about the decedent, beneficiaries, estate assets, debts, and claims. The document also contains verification sections for signatures and an order section for court approval of the distribution of the estate.

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How much does an estate have to be worth to go to probate in PA?

This means that with the right legal maneuvering a married couple can protect up to $27.98 million after both spouses have died. If an estate exceeds that amount, the top tax rate is 40%.

What is considered a small estate in PA?

Small estate affidavits are filed with the Register of Wills. Theyre used to simplify the probate process for estates valued at $50,000 or less. You can view other common probate forms provided by the State of Pennsylvania and the Register of Wills.

Is there a threshold for PA inheritance tax?

A small estate proceeding cannot be utilized if the decedent died owning any interest in real property (e.g., home or vacant land) or if the total value of the decedents personal property is worth $50,000.00 or more; in those circumstances, a probate proceeding or an administration proceeding is necessary.

What is the small estate threshold in PA?

Summary Administration may be used if the value of the estate subject to probate (excludes exempt property such as the homestead) is not more than $75,000 and the decedents debts are paid (or the creditors do not object), or the decedent has been dead for more than two years.

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