A request for a statement of claim must include the following: A statement that the personal representative is requesting a statement of claim against the decedent's estate. The decedent's name. The decedent's last address. The decedent's date of birth. The decedent's date of death. The decedent's Social Security Number.
To request and print restoration requirements, visit .dmv.state.pa, and select “Request a Restoration Requirements Letter,” under “Online Driver and Vehicle Services.” Users will need to provide their driver's license number, their date of birth and the last four digits of their Social Security number.
In Pennsylvania, you can be eligible for nursing home medical assistance and retain your house provided you (or someone acting on your behalf) express an intent to return to the home.
How to Avoid Medicaid Estate Recovery in Pennsylvania Life insurance Policies. Joint Bank Accounts. Assets in Trust. Reparations Payments to Special Populations. Work with an Elder Law Attorney to Make Exempt Transfers During Lifetime. Caregiver Exception Can Avoid Recovery Against House.
Revocable Living Trusts Another method would be to use a properly drafted revocable living trust. In addition to protecting the home, a revocable living trust is an excellent way to avoid probate and offer protection to your other assets against estate recovery.
Claims Not Reduced to Judgment See PEF Code §3532(b)(1). No claimant shall have any claim against distributed real property unless such claimant has, within one (1) year after the decedent's death, filed a written notice of claim with the Clerk of Court.
Although there is no statute of limitations, Pennsylvania's estate recovery statute does set forth a time period in which the state must respond to a request for a statement of claim submitted by the duly appointed personal representative of an estate.
The form can be obtained by contacting the Estate Recovery Program at the above address or by calling them at 1-800-528-3708. Information is also available at the Estate Recovery Program Web site at .dpw.state.pa/ServicesPrograms/Other/003670689.htm.