Small Estate Options in Pennsylvania: When & How to Use Them

Last updated: September 13, 2025

I. What is a “small estate”?

PA uses several simplified mechanisms rather than one universal cap. You may combine them depending on assets.

II. Common mechanisms

• Payment of limited final wages to family members.
• Vehicle title transfers through PennDOT procedures.
• Financial institutions’ small-balance releases with affidavits.
• Family Settlement Agreements (private).
• Petition for small-estate relief in Orphans’ Court.

Local practice matters: Westmoreland County preferences may affect speed and required exhibits.

III. When is full probate recommended?

Complex real estate, disputed debts, will contests, or need for formal authority to investigate/recover assets.

IV. Practical steps

1. Gather a complete asset list and titling/beneficiaries.
2. List debts/claims and known creditors.
3. Check whether non-probate transfers cover expenses/taxes.
4. Consult counsel to match facts to the most efficient path.

V. Taxes still apply

PA inheritance tax may still be due. Deadline is 9 months (5% discount if paid within 3 months).

VI. Documentation

• Death certificate and ID
• Proof of relationship
• Affidavits/institution forms
• Any will (even without opening a formal estate)

We can help

Flat-fee options available for small-estate paths. Call (724) 733‑3500 or email info@ament.law.