Legal Question in Wills and Trusts in Pennsylvania

My grandmother died in March 2010 in Philadelphia, PA. Her closest relatives are 3 grandchildren of which I am the youngest.I would like to acquire the funds from her bank accounts and distribute them to the family members who paid her funeral expenses (which includes me). I live in Maryland. She also has a home in her name that my uncle (adopted non-blood relative who is blind) lives in and has for his entire life. I do not want the home. What do I need to do to get access to the bank accounts?


Asked on 12/29/10, 7:25 am

1 Answer from Attorneys

Miriam Jacobson Retired from practice of law

Her estate has to be administered in the County where she resided. Before any asset, like the house and bank accounts, can be distributed to heirs, your grandmother's debts would first have to be determined and paid. This includes all taxes (income, inheritance) that were due, other debt, including funeral expenses, etc. Only then, if anything is left over, can it be distributed to heirs.

If your grandmother had a will, that would direct to whom any remaining assets should go. If she did not have a will, then the Intestate Succession law of the state would direct to what heirs, and in what order of priority, any remaining assets should go.

This response is not legal advice, since I do not have all of the information that would be required, and I do not have a representation agreement with you.

* If the answers to your question confirm that you have a valid issue or worthwhile claim, your next step should almost always be to establish a dialog with a lawyer who can provide specific advice to you. Contact a lawyer in your county or township.

* Another reason for contacting a lawyer is that it is often impossible to give a good answer in the Internet Q&A format without having more information. The unique circumstances of your situation and things that you may not have thought to mention in your question may completely change the answer. If you want to be sure that you have a complete answer to your question and an understanding of what that answer means, establish a connection with a lawyer who practices in the area of your concern.

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Answered on 1/03/11, 9:29 am


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