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Understanding Probate In Pennsylvania

When you are grieving a loved one, the last thing you need is the confusion of probate paperwork and legal requirements. These times should be focused on healing and remembering, not struggling with court forms and legal deadlines.

Hollidaysburg Probate FAQs: What You Need To Know

At Evey Black Attorneys LLC, we have helped countless families in Blair County through the probate process with straightforward guidance and genuine compassion. Through this page, we have answered the questions we hear most often from clients facing the challenges of estate administration.

What is the probate process in Pennsylvania?

Probate refers to the process of petitioning the Court to register the will and formally appoint the estate’s personal representative. Probate becomes necessary when a person dies, with or without a will, and there are solely-titled assets (real estate, personal property) that must be distributed to one or more persons. Such assets either do not contain a valid beneficiary designation or are not jointly owned.

When is probate required?

Probate becomes necessary when a person dies, with or without a will, and there are solely-titled assets (real estate, personal property) that must be distributed to one or more persons. Such assets either do not contain a valid beneficiary designation or are not jointly owned.

How long does probate take?

The process of appointing a personal representative for the estate typically takes a week or two from the time of death. The estate administration, however, will take approximately 9 months to a year in most cases.

Can probate be avoided?

Probate may be avoided if a proper trust is in place and/or if assets otherwise transfer on death directly to a beneficiary by way of a beneficiary designation or joint ownership. However, there can be pitfalls that thwart this intention if the estate plan is not properly executed. In Pennsylvania, in many cases the costs of creating a plan designed to “avoid probate” actually exceed the cost of probate. It is important to discuss with your attorney what type of estate plan makes the most sense to meet your and your family’s needs.

What happens if there’s no will?

When someone passes away without a will in Pennsylvania, state intestacy laws step in. These laws create a fixed formula that distributes property to surviving spouses, children, parents or other relatives in a specific order, regardless of what the deceased might have wanted. Although the law will fill the void where no will has been signed, many times this can be a complicated process and difficult to manage by those left behind.

Do all assets go through probate?

No, many assets can bypass the probate process entirely and transfer directly to the deceased’s loved ones. These assets typically include jointly owned homes and bank accounts, life insurance policies with named beneficiaries, and assets held in trusts. However, in most instances, these “non-probate assets” are subject to inheritance tax so the steps of estate administration are not completely avoided.

Is an attorney necessary for probate?

While Pennsylvania law does not require an attorney for probate, most families can benefit greatly from professional guidance through this difficult process. The probate process involves compliance with state statutes and regulations, as well as Orphans’ Court rules, and there are various deadlines to be met and multiple types of tax returns to be filed. An experienced probate attorney helps you meet deadlines, handle tax obligations, resolve creditor claims and distribute assets properly – all while protecting you from potential personal liability.

Connect With A Blair County Estate Attorney Today

Take the first step toward resolving your loved one’s estate. Call our office at 814-317-6914 or complete an online form to arrange an appointment with our legal team.