231 Pa. Code Rule 5.3. Intestate Share to Surviving Spouse from Real Estate.

Rule 5.3. Intestate Share to Surviving Spouse from Real Estate.

(a)  Contents of Petition. When no Account is filed and all or part of the spouse’s intestate share under 20 Pa.C.S. §  2102 is claimed from real estate, the claim shall be presented by petition, which shall conform to the requirements provided by the Rules in Chapter III, and shall set forth the following:
   (1)  facts establishing a prima facie right of the spouse to the statutory intestate share;
   (2)  a description of the property claimed; and
   (3)  if the share is claimed from real estate and a valuation has not been agreed upon by all interested parties, the nomination of two appraisers for appointment by the court to appraise the same.
(b)  Exhibits. A copy of the qualifications and credentials of the two appraisers nominated in the petition for appointment by the court shall be attached to the petition as exhibits.
(c)  Award by Consent. The court may, at the request of the surviving spouse, award specific real estate in satisfaction of, or on account of, the spouse’s statutory intestate share without compliance with the procedure outlined in subparagraphs (a) and (b) of this Rule if all interested parties agree in writing that the surviving spouse is entitled to the statutory share and to the valuation at which such real estate is to be awarded.

   Note
   Rule 5.3 is based upon former Rule 12.2.

   Explanatory Comment
   Deletion of specific reference to the former statutory allowance of $10,000.00 increased to $30,000.00 allows greater flexibility. The Rule would not need to be amended in the future if the statutory amount should be further increased. With the broader language employed there is no longer any need to refer to the specific statutory provisions. As amended, the Rule recognizes the present practice of making the award of real estate in satisfaction of the spouse’s allowance a part of the distribution decree when a court accounting is filed. While this Rule will be employed only in a minimum of instances for the foregoing reason and also because of the availability of §  3546 of Title 20, it, nevertheless, is considered advisable to preserve it in its altered form as a guide when it is to be employed.

Source

   The provisions of this Rule 5.3 amended October 31, 2019, effective January 1, 2020, 49 Pa.B. 6804. Immediately preceding text appears at serial page (382131).

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