Spencer Law Firm LLC
717.207.7935 866.639.5451

Recent Changes to PEF Code - Small Estates

The Governor signed a new piece of legislation amending the Probate, Estates and Fiduciaries (PEF) Code on July 1, 2013.  See the statute Small Est 50K.pdf.

The new statute amends §3101 of the PEF Code allowing a bank, or other financial institution, to pay up to $10,000 directly to a spouse, child, father, mother, sister or brother who presents a receipted funeral bill.  The old law capped this payment at $3,500.

For a decedent who was a recipient of Medical Assistance, the amount that can be paid directly from the Patient's Care Account at the facility to a funeral home is now $10,000, also up from $3,500.  The balance can be paid to the spouse, any child, father or mother or any sister or brother.

Section 3102 is amended to permit the settlement of small estates on petition up to a gross value not exceeding $50,000.  This limit was previously $25,000.

No Comments

Leave a comment
Comment Information

We’d Like to Hear From You

Bold labels are required.

Contact Information

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.


Contact Information

Spencer Law Firm LLC
320 Race Ave
Lancaster, PA 17603

Toll Free: 866-639-5451
Phone: 717-207-7935
Lancaster Law Office Map

  • MS Logo The American College of Trust and Estate Counsel
  • Super LawyersAV Peer Review Rated
  • fig | figmagazine.com