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PA Affidavit of Relationship to Decedent and Request for Payment of Deposit Account to Family Member Pursuant 2012-2025 free printable template

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AFFIDAVIT OF RELATIONSHIP TO DECEDENT AND REQUEST FOR PAYMENT OF DEPOSIT ACCOUNT TO FAMILY MEMBER PURSUANT TO 20 Pa. C.S.A. 3101 In re: Estate date of Death: Deceased COMMONWEALTH OF PENNSYLVANIA))
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How to fill out PA Affidavit of Relationship to Decedent and Request

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How to fill out PA Affidavit of Relationship to Decedent and Request for Payment

01
Obtain the PA Affidavit of Relationship to Decedent and Request for Payment form from the relevant authority or website.
02
Fill out the top section with your personal information, including your name, address, and contact information.
03
Provide details about the decedent, including their full name, date of birth, and date of death.
04
Clearly state your relationship to the decedent, such as spouse, child, or sibling.
05
Include any necessary supporting documentation that verifies your relationship to the decedent, such as birth or marriage certificates.
06
Sign and date the affidavit in the designated area, and ensure that a notary public witnesses your signature if required.
07
Submit the completed affidavit along with any required documents to the appropriate financial institution or agency handling the decedent's account.

Who needs PA Affidavit of Relationship to Decedent and Request for Payment?

01
Individuals who are claiming payment or benefits from a decedent's account or estate.
02
Family members such as spouses, children, or siblings who can establish their relationship to the decedent.
03
Heirs who need to prove their eligibility to receive funds owed to the decedent.
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The PA Affidavit of Relationship to Decedent and Request for Payment is a legal document used in Pennsylvania that allows an individual who is claiming to be an heir or beneficiary of a deceased person's estate to request payment or transfer of funds, such as bank accounts or insurance proceeds, without going through probate.
The individuals who are required to file this affidavit are typically heirs or beneficiaries of the deceased who are seeking to collect assets from accounts held in the decedent's name, particularly when the total value of the estate does not exceed a certain threshold set by state law.
To fill out the PA Affidavit of Relationship to Decedent and Request for Payment, the filer must provide information about themselves, the decedent, their relationship to the decedent, and details regarding the assets being claimed. The form must be signed in the presence of a notary public.
The purpose of the PA Affidavit of Relationship to Decedent and Request for Payment is to allow heirs to claim and receive payment or transfer of the deceased person's assets without the necessity of a lengthy probate process, thus simplifying the distribution of smaller estates.
The information that must be reported includes the name and date of death of the decedent, the full legal name and relationship of the affiant to the decedent, details about the assets being claimed, and any other pertinent information required by the specific financial institution or entity handling the decedent's estate.
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