Pennsylvania Affidavit of Heirship

Under Title 20, Chapter 31, § 3101, successors may file an affidavit of heirship to collect a deceased loved one’s finances, which include bank accounts, final wages and employee benefits, and patient benefits (including final welfare checks). Government benefits including welfare and patient benefits may not exceed $3,500 total, while employee benefits including IRAs or 401(k)s may not exceed $5,000. Bank accounts like checking and savings accounts may not exceed $25,000 total.

How to Write

Step 1 – Download in Adobe PDF or Microsoft Word (.doc).

Step 2 – Fill-in the following blanks respectively:

  • Identify all heirs of the estate
  • Your legal name and address
  • List your relationship with the decedent
  • Timeline of relationship
  • Name of any/all spouses including date(s) or marriage, divorce, and death (if any)
  • Name of any/all children including date(s) or marriage, divorce, and death (if any)
  • Name of any/all grandchildren including date(s) or marriage, divorce, and death (if any)
  • Name of any/all parents including date(s) or marriage, divorce, and death (if any)
  • Name of any/all brothers & sisters including date(s) or marriage, divorce, and death (if any)
  • Name of any/all nieces & nephews including date(s) or marriage, divorce, and death (if any)

Step 3 – Sign the document before a notary public, and file with a copy of the death certificate.