Merc. Cnty. Pa. 12.1.1

As amended through November 4, 2016
Rule 12.1.1 - Family Exemption. Additional Requirements
a.Contents of Petition -- A petition for a family exemption shall also set forth in separate paragraphs:
1. the name, residence and date of death of decedent;
2. the name, address and relationship of the petitioner to the decedent, and whether the petitioner formed a part of decedent's household at the date of his death;
3. if petitioner be the surviving spouse, the date and place of the ceremonial marriage; or, in case of a common-law marriage, all averments necessary to establish the validity of such a marriage;
4. whether the decedent died testate or intestate; where, when, and to whom letters were granted; and if decedent died intestate, the names, relationship and addresses of those interested as next of kin;
5. the location and valuation of the property claimed;
6. that ten (10) days prior notice of the filing of the petition has been given to the personal representative, or, when no letters have been granted, to the parties adversely affected; and
7. a request for appraisers when an appraisal is required.
b.Exhibits -- The following exhibits shall be attached to the petition:
1. a copy of the will:
2. a copy of the inventory and appraisement showing the valuation of the property claimed, when the exemption is claimed from personal property, and the gross estate exceeds the statutory amount of the family exemption; and
3. an affidavit or verification of return of notice.

Merc. Cnty. Pa. 12.1.1

Amended effective 10/1/2004.