About AFFIDAVIT OF RELATIONSHIP TO DECEDENT AND REQUEST FOR PAYMENT OF DEPOSIT ACCOUNT TO FAMILY MEMBER PURSUANT TO 20 Pa.C.S.A. §3101
Allows a family member to request payment of a deceased person's deposit account funds without full probate proceedings.
When you'd use it: When a decedent's estate qualifies for simplified estate administration under Pennsylvania's small estate statute, and a family member seeks release of deposit account funds.
Where to get the official form
The official version of AFFIDAVIT OF RELATIONSHIP TO DECEDENT AND REQUEST FOR PAYMENT OF DEPOSIT ACCOUNT TO FAMILY MEMBER PURSUANT TO 20 Pa.C.S.A. §3101 is published as a PDF by the Pennsylvania courts. We checked this link and it resolved to a form on an official court or government website — always download the current version directly from the source rather than a third-party copy:
Source: phila.gov
Link last checked: May 30, 2026
How to file AFFIDAVIT OF RELATIONSHIP TO DECEDENT AND REQUEST FOR PAYMENT OF DEPOSIT ACCOUNT TO FAMILY MEMBER PURSUANT TO 20 Pa.C.S.A. §3101 in Pennsylvania
- Step 1 — Confirm you have the correct formUse AFFIDAVIT OF RELATIONSHIP TO DECEDENT AND REQUEST FOR PAYMENT OF DEPOSIT ACCOUNT TO FAMILY MEMBER PURSUANT TO 20 Pa.C.S.A. §3101 when when a decedent's estate qualifies for simplified estate administration under Pennsylvania's small estate statute, and a family member seeks release of deposit account funds. Double-check it's the right form for your situation — Pennsylvania probate forms are revised periodically, so verify the name and number against your court's current form list before you start.
- Step 2 — Complete every required fieldFill out AFFIDAVIT OF RELATIONSHIP TO DECEDENT AND REQUEST FOR PAYMENT OF DEPOSIT ACCOUNT TO FAMILY MEMBER PURSUANT TO 20 Pa.C.S.A. §3101 carefully and review it for errors before filing. Probate cases can already take months — a small mistake on the form can set your timeline back further.
- Step 3 — Get it notarized or witnessed if requiredSome probate forms must be signed in front of a notary or witnesses. Check the instructions on the form itself, and arrange notarization before you file if it's required.
- Step 4 — File it with the correct courtSubmit AFFIDAVIT OF RELATIONSHIP TO DECEDENT AND REQUEST FOR PAYMENT OF DEPOSIT ACCOUNT TO FAMILY MEMBER PURSUANT TO 20 Pa.C.S.A. §3101 to the probate court or county clerk handling the estate — usually in the Pennsylvania county where the deceased lived. Ask the clerk how they prefer to receive filings (in person, by mail, or e-filing).