Pa small estate 2026

1. Click ‘Get Form’ to open the Pennsylvania Small Estate Affidavit in the editor.
2. Begin by entering the decedent's name and social security number in the designated fields. Ensure accuracy as this information is crucial for processing.
3. Fill in the case or file number along with the county of residence. This helps identify the jurisdiction handling the estate.
4. Complete Section 1 by stating your name as the affiant, confirming your relationship to the decedent, and providing their date of death and residency details.
5. In Section 2, indicate the insurance company’s name and confirm that total proceeds do not exceed $11,000.
6. List all heirs in Section 6, detailing their names, relationships to the decedent, and residences. This ensures transparency regarding potential claims.
7. Review all sections for completeness before signing. Once satisfied, finalize your affidavit by clicking ‘Submit’ or ‘Download’ to save it securely.

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