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My mother passed away 6 mos ago at the age of 96. she was in…

My mother passed away...

My mother passed away 6 mos ago at the age of 96. she was in a nursing home. Is there certain amount of an estate in which you do not have to probate the will in PA?

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Pennsylvania

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My mother & I had a joint bank account worth $5,000. She had $1,000 worth of stock and a $1,000 life insurance policy.

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Answered in 1 minute by:
3/14/2018
Loren
Loren, Attorney
Category: Estate Law
Satisfied Customers: 38,844
Experience: 30 years experience in the practice of estate law.
Verified

Thank you for using JA. I am Loren, a licensed attorney for over 30 yrs., and I am here to help.

I am a certified expert on JustAnswer since 2009, with nearly 100% in satisfied customer ratings. So, we should be able to work through your problem.

I appreciate your patience as I review your question. I will post my response shortly.

This is general information and no attorney client relationship is established.

The site may ask you if you wish to speak by phone for an extra charge. Many find the phone call to be the easiest and fastest way to get the information they need without posting on a public forum. I am also happy to continue online.

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Customer reply replied 4 months ago
Okay, I'll continue online
Customer reply replied 4 months ago
No, my mother didn't have any "real estate" she didn't have much - I want to continue online
Customer reply replied 4 months ago
Are you there?

My condolences for your loss.

The joint bank account passes to you automatically, outside of probate, as the surviving joint owner.

The insurance policy pays out to the named beneficiary, also outside of probate (unless the estate is the beneficiary).

If the stocks are in a jointly owned account, they may pass to you automatically, as well. Otherwise, Pennsylvania allows you to use a small estate affidavit for estates valued under $11k. Simply fill it out and present it to the bank or broker.

If (and only if) you are completely satisfied that your question is answered professionally and accurately, even if not the answer you were hoping to get, please remember to leave a favorable rating (click 5 stars in the rating section on this page). It is the only way that I am credited by JustAnswer for answering your question.

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Loren
Loren, Attorney
Category: Estate Law
Satisfied Customers: 38,844
Experience: 30 years experience in the practice of estate law.
Verified
Loren and 87 other Estate Law Specialists are ready to help you
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Customer reply replied 4 months ago
Thank you, ***** ***** very helpful.

You are very welcome. Thank you for using JA.

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DISCLAIMER: Answers from Experts on JustAnswer are not substitutes for the advice of an attorney. JustAnswer is a public forum and questions and responses are not private or confidential or protected by the attorney-client privilege. The Expert above is not your attorney, and the response above is not legal advice. You should not read this response to propose specific action or address specific circumstances, but only to give you a sense of general principles of law that might affect the situation you describe. Application of these general principles to particular circumstances must be done by a lawyer who has spoken with you in confidence, learned all relevant information, and explored various options. Before acting on these general principles, you should hire a lawyer licensed to practice law in the jurisdiction to which your question pertains.

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