Legal Question in Wills and Trusts in Pennsylvania
My husband's aunt died last month, and the bank is asking for a short certificate before they will let me close her accdounts.
1 Answer from Attorneys
You do not ask a question. Assuming that you are asking about a short certificate, your husband or the next of kin will need to go to the probate court (if the aunt lived in Pennsylvania, its called the Orphans' Court) in the coumty/state where your husband's aunt lived at the time of her death. Short certificates are available for purchase.
I do not know the size of her estate or what she owned besides the bank account or how much was in the account. I would recommend that it first be determined whether the aunt had a will. If she did, then see if the will names a personal representative and allow that person to obtain a short certificate if that is what must be done. The person will then open an estate bank account and deposit the funds in the account.
If the aunt did not have a will, was she married? If so, the duty would devolve on her spouse, if any. If no spouse is alive, did she have children? If the answer is no, what about siblings? Or is your husband the only neares relative?
Asuming that it is your husband, I recommend that he at least pay a probate lawyer for 30 minutes of the lawyer's time to assess the size and complexity of the aunt's estate and determine whether probate is needed or if assets can be collected and bills paid using the simplified process for small estates.