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Pennsylvania Probate Questions & Answers
1 Answer | Asked in Divorce, Family Law, Civil Litigation and Probate for Pennsylvania on
Q: If a wife abandons her husband and they did not divorce before he died, is she still entitled to his pension
Kathryn Hilbush
Kathryn Hilbush
answered on Jul 9, 2017

Possibly. It depends on a number of factors, including whether he had continued her as the beneficiary or alternate payee , on the pension. You should sit down with a local attorney knowledgeable in estate law to discuss this further. I am assuming that there was no divorce action filed. If there... View More

1 Answer | Asked in Probate for Pennsylvania on
Q: My mother passed on 6/28/11. The children paid a lawyer to file probate, but I was told it hasn't been filed.

This info came from the courthouse-last fall. What do we do? We are all over the country. I am in Goose Creek, SC. My sister,executor, is in Kempner, TX. My other sister ,oldest, is in Latham,NY. Our brother is in Sharon, PA and is on the autism spectrum, I feel sure. This is beyond his... View More

Kenneth V Zichi
Kenneth V Zichi
answered on Jun 20, 2017

First things first, if you do nothing you are GOING to lose the property, so it does make sense to investigate this before it is too late.

More to the point, you have answer some questions (was there a will, who can act as the personal representative and most importantly, was your...
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1 Answer | Asked in Business Law, Civil Litigation, Contracts, Consumer Law and Probate for Pennsylvania on
Q: Life insurance beneficiary .

My ex-spouse recently passed away. I am his life insurance beneficiary. The policy was taken out before our marriage. Am I entitled to the benefits? I live in Pennsylvania

Kathleen M Hyneman
Kathleen M Hyneman
answered on Jun 7, 2017

If you are the named beneficiary on the life insurance policy, you are entitled to the benefits.

1 Answer | Asked in Real Estate Law and Probate for Pennsylvania on
Q: A person marries a person who already owns a property and the non owners name is not added to ownership of property.

The owner dies without will, is non owner responsible for said property and expenses of original owner?

Mark Scoblionko
Mark Scoblionko
answered on May 26, 2017

The non-owner has neither rights nor obligations, just by virtue of being the decedent's spouse. Thus, the non-owner is not responsible for the property, but the non-owner also has no right to continue to occupy it and would have to move out.

However, if an estate is opened and the...
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2 Answers | Asked in Estate Planning, Probate and Landlord - Tenant for Pennsylvania on
Q: FIL passed-no will.He let gf live rent-free in house.She also has a car in his name.Can we evict&sell car?he left debt.

my FIL's gf blew through his cashed out life insurance policy, life savings,etc and left nothing to cover funeral costs. He also left thousands in debt to his bank, office landlord, clients and employees. Concerned it will ruin us financially.

Kenneth V Zichi
Kenneth V Zichi
answered on May 21, 2017

Maybe. How was the house titled? What is the difference between the debts owed and the value of the assets? If he owes more than he owned, let the creditors fight over the assets and evict the girlfriend. If there are more assets than debts and you stand to gain financially, you need to decide if... View More

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1 Answer | Asked in Estate Planning and Probate for Pennsylvania on
Q: My father set up an estate plan in 2001. My father passed 2 years ago and the bank is giving me (son) problems on $.
Kenneth V Zichi
Kenneth V Zichi
answered on May 5, 2017

What is your question? What sort of 'problems'? What does the estate plan say SHOULD be happening that isn't? Do you disagree with the estate plan or think the bank's actions don't comply with the estate plan?

Even if you answered the 'missing' questions,...
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1 Answer | Asked in Probate for Pennsylvania on
Q: My father was in a nursing care facility when he died. He had no assets and left no debts. Is probate needed?

He was in the nursing facility for several years. His wife died 5 years ago. Anything he owned was disposed of when he went to the nursing facility. All his income went to pay for his care. Funeral expenses are paid. My sister and I are his heirs. He left no debts.

Kenneth V Zichi
Kenneth V Zichi
answered on Apr 28, 2017

I am sorry to hear of your situation.

If there are NO debts and NO assets, why would you need probate? No, it is not needed because there is nothing to probate. Don't be too quick to assume this though, as it makes sense to do a search for 'abandoned' property either through...
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1 Answer | Asked in Real Estate Law and Probate for Pennsylvania on
Q: My father dies. Does my mom keep the house? She is not on deed. Does she have to deed the house in her name?

What does she need to do to get the deed in her name? Is it expensive?

Mark Scoblionko
Mark Scoblionko
answered on Apr 26, 2017

An estate will have to be opened. If your dad had a Will, the house passes in accordance with the Will. If there is no Will, the house passes to your mom and any children. If everyone wants your mom to have the house, the children can give up any rights to the house. This is called... View More

1 Answer | Asked in Estate Planning and Probate for Pennsylvania on
Q: I am not provided for at all in my husband's will. His pension will go to ex-wife & all assets to daughter.

We are both in our 70s & I would not have much income if he passes prior to me. I do get SS & a small pension from my deceased husband.

Mark Scoblionko
Mark Scoblionko
answered on Apr 25, 2017

If you are not provided for in your husband's Will, if he predeceases you, you have the right to file an election to take against the estate. If he has only a single child, you would be entitled to claim half the estate. The pension would be potentially controlled by any earlier property... View More

1 Answer | Asked in Estate Planning and Probate for Pennsylvania on
Q: My mother passed away do I have to sell her house to pay her debt?

Her only asset is the house but I would like to keep the house because my son and his wife moved in with my mother before she passed away and are still currently living there. I am the executor of the estate which is located in Pennsylvania. Do I have to sell the house to pay off her credit card... View More

Mark Scoblionko
Mark Scoblionko
answered on Apr 13, 2017

You will need to pay all costs of administration, debts and inheritance tax before proceeds can be distributed. If you wish to keep the house, you may be able to re-finance and use the cash to pay those items. You need to get legal advice to help you with this.

1 Answer | Asked in Family Law, Estate Planning and Probate for Pennsylvania on
Q: My father died intestate in nov 2015. He the only owner listed on the deed. My stepmom is the administrator and she

Refuses to give us any info about the estate. My siblings and I took it upon ourselves to go to city hall and seen she listed his house worth $150000 as the estate. Now we've seen online because she refuse to talk to us that the house in now under contract to be sold. The realtor that is now... View More

Mark Scoblionko
Mark Scoblionko
answered on Apr 11, 2017

You need to engage a lawyer to act on your behalf in order to force her to give you the information you are entitled to and to protect your interest in the assets of the estate.

1 Answer | Asked in Estate Planning, Real Estate Law and Probate for Pennsylvania on
Q: How do I transfer the deed from my deceased grandparents to my name?

All of my grandparent's children, including my dad, are now deceased. A distant cousin has been taking care of the property and wishes to get rid of it. He approached me several times and asked if I would like to have it. What would I need to do, if I decided to take the house? The house is... View More

Mark Scoblionko
Mark Scoblionko
answered on Mar 5, 2017

This is, unfortunately, a complex problem.

If the deed is in the names of both grandparents, title would have passed to the surviving grandparent by right of survivorship. An estate would now have to be opened for the surviving grandparent. If there was a Will, the Will would have to be...
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1 Answer | Asked in Probate for Pennsylvania on
Q: Is the power of attorney and signer of a funeral contract solely responsible for paying funeral expenses?

I have received a letter from the funeral director that payment was not received from 2013. He says that the immediate family is now responsible because the signer of the funeral contract cannot be found. He says I and other family members have 30 days to pay in full or we will be taken to court.... View More

David Axinn
David Axinn
answered on Mar 2, 2017

It sounds like he is blowing smoke. The person who signed the contract is responsible, as is the decedent's estate. If he had any assets, the funeral director can submit a claim to the person who is the administrator or executor of the estate.

If there is no estate, or there are no...
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1 Answer | Asked in Estate Planning and Probate for Pennsylvania on
Q: What happens to a PA testamentary trust when the sole bene is resident of and dies in TX, with no children.

Will says trust goes to children but beneficiary has none. Bene has no will. Does trust terminate? Does it get included in bene's estate in TX or get probated in PA? Who inherits?

Ben F Meek III
Ben F Meek III
answered on Mar 1, 2017

An attorney will need to see the Will that established the testamentary trust and examine the trust provisions. Most likely there are provisions that determine what should happen. What will happen to the property probably depends on the terms of the testamentary trust and the nature of the... View More

1 Answer | Asked in Probate for Pennsylvania on
Q: Can a house be sold in Probate and if so what steps are required.
Kenneth V Zichi
Kenneth V Zichi
answered on Feb 8, 2017

Yes, of course a house can be sold while in probate. The personal representative/executor needs to prepare the home for sale and sell it through a listing, private sale or any other method available that will produce the best return.

If you are unsure what to do, the BEST practice is to...
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1 Answer | Asked in Probate for Pennsylvania on
Q: A Jointly owned property with right of survivorship .

Two people jointly own a property with right of survivorship. One person dies . The deceased son inherits all the deceased assets . Does he now own half of the property?

Ben F Meek III
Ben F Meek III
answered on Feb 7, 2017

Under the hypothetical you gave, the surviving joint tenant would be the sole owner of the property. If that surviving joint tenant was not the son, he would own no part of the property.

Example: If Dad and stepmom owned the property as joint tenants with right of survivorship and Dad...
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1 Answer | Asked in Probate for Pennsylvania on
Q: My parents own a house in PA and land in another state. When they pass, do we need to probate the will in both states?

The taxes on the land are only $5 a year. I don't know if it would be better to keep it until they pass or try to sell it now. I am the POA. I figure it can't be worth much if the taxes are so low. It is in New Mexico. They are in their 90s and are in decline.

Kenneth V Zichi
Kenneth V Zichi
answered on Feb 6, 2017

Chances are if there is real property in two states, you will need to begin probate in the 'home' state and open an 'ancillary' probate in the other. SOME states allow you to simply use the letters of authority from a 'foreign' state to sell property, but that is not... View More

1 Answer | Asked in Estate Planning and Probate for Pennsylvania on
Q: I was my husband's second wife. He passed away. He has 2 grown kids. He owned our house had no will

Since I'm not the mother of his kids I'm not sure how the inheritance law in PA will divide this house between us. We had no children together and this house doesn't need to be sold. His daughter and I are the Estate Adminstrators

Mark Scoblionko
Mark Scoblionko
answered on Jan 30, 2017

By law, the children get two-thirds and you get one-third. You do not have to pay inheritance tax on your third, as a spouse, but the children will be subjected to a 4.5% inheritance tax.

If the children demand that the house be sold to generate money to pay the tax, you will have no...
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1 Answer | Asked in Probate and Real Estate Law for Pennsylvania on
Q: Mother & Father are divorced 30+ yrs, and mother's name is on the deed; he passed away - who owns the house?

My father-in-law and his ex-wife had one daughter (my wife). He also had a second daughter (my wife's half-sister). My mother-in-law's name appears on the deed beside his. Her name was never removed, and there is no information in the divorce decree. There is no will we can find. Even so... View More

Mark Scoblionko
Mark Scoblionko
answered on Jan 29, 2017

You will need to consult with a lawyer to sort this out.

If both names are on the deed, the question is whether they owned the house as "husband and wife," that is, as tenants by the entireties, or as tenants in common. If the former, the house passes to her automatically, by...
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1 Answer | Asked in Estate Planning, Family Law, Real Estate Law and Probate for Pennsylvania on
Q: Father died w/out will "interstate succession". Do heirs to his estate take his half of mother's estate?

My gram died, left father & uncle equal share of house & money. Father died w/out a will (interstate succession) before my gram's estate closed. Fathers wife, sister & I are heirs to his estate. Do we jointly own his half of my grams estate with my uncle. Can one of us evict him... View More

Mark Scoblionko
Mark Scoblionko
answered on Jan 25, 2017

Your question is missing important facts, but I will do my best.

To begin with, your uncle would potentially have the right to stay in the house only if he pays rent. Half the rent may go back to him, but he is still obligated to pay rent.

With respect to his being thrown out,...
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