Legal Question in Wills and Trusts in Pennsylvania

I received letter from law firm saying I happened to be one of the closest relative to the decedent and/ or one of the beneficiaries ot the estate and to sign waiver forms which I did about two years ago. Called said law firm to get status of probated estate and was told to my surprise I was a relative but not a beneficiary when previous letter stated I was.....need explanation?


Asked on 4/08/16, 9:31 am

1 Answer from Attorneys

How can any lawyer here competently address the question when no one has seen whatever you signed and you offer no relevant details? Who died? When? Where?

It sounds like the other beneficiary wanted to become the personal representative and needed you to consent to their appointment. Qualification for personal representative is not the same as being a beneficiary or heir. If that is the case, then you would have signed a form waiving your right to contest their appointment. That would have had no bearing on your rights to receive any of the estate if there was a will leaving you anything or you were an heir under the state intestacy law. My guess is that there was no will or else there was no surviving personal representative in the will. For inheritance purposes, you either would not be an heir under the state intestacy laws or else you were not named as beneficiary in the will.

To be certain, I suggest that you contact the probate court where the estate is being probated and make a copy of the will, if any, whatever you signed, and take to a probate lawyer who practices in the county/state where the estate is being probated. Pay the attorney to review and advise you as to whether you are entitled to share in the estate under the will or via intestacy. You will also need to know if the deceased was married at the time of death, if he/she had a living spouse or children and note how it is that you and the other beneficiaries/heirs are related to the deceased.

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Answered on 4/09/16, 1:02 pm


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