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Pennsylvania: rules and deadlines at a glance

Every 9 topic we track for Pennsylvania on one page. Open a topic for the details, the law it comes from and how Pennsylvania compares.

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Medicaid long-term care · Small estate limits · Will and trust rules · Estate and inheritance tax · Common law marriage · Property tax rates · Medicaid expansion · Inheritance tax · Social Security tax

General information only, not legal, insurance or financial advice. Not affiliated with any government agency. Exceptions can apply; open a topic for the details.

Medicaid long-term care

Home equity limit$752,000
Look-back60 months (5 years)

Small estate limits Single detailed source

Small estate limit$50,000, not counting real estate
Wait after deathNone
Real estateNo

Will and trust rules Single detailed source

WitnessesNone required to sign if you sign at the end; 2 witnesses prove it at probate unless self-proved
Handwritten willValid (no witnesses needed if signed at the end)
Uniform Trust CodeYes

Estate and inheritance tax

Estate taxNo state estate tax
Inheritance taxYes: exemption No exemption (spouses are exempt); rates Up to 15%

Common law marriage

New ones allowed?No new ones
StatusAbolished Jan. 1, 2005

Property tax rates

Effective rate1.26%
On a $300,000 home$3,780 a year

Medicaid expansion Single detailed source

Expanded?Yes
SinceJan. 1, 2015

Inheritance tax

Inheritance tax?Yes
Sibling pays12%

Social Security tax

State taxes benefits?No