Find out who will receive any person’s intestate estate and how much of that estate each heir will receive.
The Pennsylvania Intestacy Evaluator℠ uses the Pennsylvania Probate, Estates and Fiduciaries Code to first determine the legal heirs or next of kin for any person’s intestate estate, then to determine the legal distribution of that estate among those heirs.
User provided data is evaluated by referencing the Pennsylvania PEF code to examine each potential level of relation for a qualified heir through the last eligible level of relation before escheat: first cousins once-removed (great-grandchild of the deceased’s grandparent).
Each user response is evaluated in comparison with the applicable intestate laws and all prior responses to determine the most relevant information that must be solicited next to determine the legal heirs of the current estate, as well as the dollar value that each heir is entitled to receive.
The Pennsylvania inheritance tax generated by each heir’s share is automatically calculated for all rates imposed from January 1, 1981 to date. This time period includes three different rates for transfers to a surviving spouse, three rates for transfers to lineal heirs, two rates for transfers to siblings, and two rates for transfers from a child to a parent.
The program allows the option of dividing the shares of deceased heirs among their respective issue by the per stirpes method where there are four or less deceased heirs entitled to a portion of the estate. The program allows for a division among the issue of four deceased heir, each with up to four deceased heirs of their own and an unlimited number of living heirs at each level of relationship. The division proceeds through the great-grandchildren level of relationship for each deceased heir. Divisions involving someone with up to seven deceased heirs can be completed by the Per Stirpes Calculator.
Pennsylvania Intestacy Evaluator℠