The people signing the affidavit state the basis or reason for why they are entitlement to the real property. (12) Relationship To Arizona Decedent. INFORMATION ABOUT PERSON WHO DIED: We found Jeffrey P. Hall online via Google since we did not know anyone really in Arizona to ask for a referral, so Jeff answered all of our questions as we got our will updated. In Arizona, the Small Estate Affidavit may be filed if a decedent's real property has been valued at . This process begins with a report of the current date. Arizona Probate Forms and Resources File size / Pages: 46KB ; 1 pg. Jeff Hall, My wife and I met with Jeff regarding some probate issues, nothing difficult, but foreign to us. The address, telephone number, and email address where the Filer of this affidavit can be contacted must be furnished with the Filers identity. 1. Library File Link: 32-6901. The Arizona Affidavit of Heirship for Real Estate allows successors to transfer real estate, finances, cars, and other property after the owner has died, without the need for a will or probate court. arizona small estate affidavit pinal county A checklist of topics with their appropriate State Codes has been supplied to review. Black Living Room End Tables. This should be presented immediately upon signing as the current calendar date at the time. My wife and I recently moved here from NY State and was looking for an estate attorney to do our wills, poa and hcp. Arizona Affidavit of Heirship (Real Estate) The affidavit must describe the property and what ownership interest the person who died had in the property. Subpoena Packet Pinal County Pinalcountyaz 2011-2023 Form. Free Small Estate Affidavit Form Yuma County Arizona, Small Estate Affidavit or Affidavit of Heirship, Free Small Estate Affidavit Form Apache County Arizona, Free Small Estate Affidavit Form Cochise County Arizona, Free Small Estate Affidavit Form Coconino County Arizona, Free Small Estate Affidavit Form Gila County Arizona, Free Small Estate Affidavit Form Graham County Arizona, Free Small Estate Affidavit Form Greenlee County Arizona, Free Small Estate Affidavit Form La Paz County Arizona, Free Small Estate Affidavit Form Maricopa County Arizona, Free Small Estate Affidavit Form Mohave County Arizona, Free Small Estate Affidavit Form Navajo County Arizona, Free Small Estate Affidavit Form Pima County Arizona, Free Small Estate Affidavit Form Pinal County Arizona, Free Small Estate Affidavit Form Santa Cruz County Arizona, Free Small Estate Affidavit Form Yavapai County Arizona, Free Small Estate Affidavit Form Yuma County Arizona, District of Columbia Small Estate Affidavit, To inform the court that the estate in question meets the requirements of a small estate, And, that the simplified summary probate administration should be initiated instead, The name and address of the deceased person, Whether or not the deceased person had written a will, A list of all the assets in the estate, with specific information on all of them including all account numbers. Information on Collecting Personal Property. Arizona Small Business Income Tax Highlights Affidavit of Property Value This form is used to record the selling price, date of sale and other required information about the sale of property. While the price of handling an estate will vary, you can expect to spend at least $1000 on an a small estate affidavit, plus any additional expenses. Transfer of Small Estate by Affidavit Popular. Pinal County Superior Court Services, to help you find, be informed and be prepared. Thus locate 200 Estate. Indicate if this is a formal or informal appointment of a Personal Representative (for the Decedents real property), whether this paperwork is submitted purely for administrative purposes (i.e. dementia) or an Adult that requires inpatient psychiatric treatment then select the appropriate code and definition from Section 230 Guardianship.. Write down your name, contact details containing the full address, email, zip code, telephone number, the bar number of your attorney, and the authorized fiduciary number. If the Petitioner is not represented by an Attorney, then select the appropriate checkbox to present this fact. Small Estate Affidavit of Succession | AZ Statewide Paralegal Free Small Estate Affidavit Form La Paz County Arizona Phone: 520-509-3555 Toll-Free Phone: 888-431-1311. If seeking personal property, it is not necessary to file the small estate affidavit with the court. Non-Probate Affidavit | ADOT - Arizona Department of Transportation If the designated heir does not plan to live in the home, they will need to contact the lender before making any transfer of property. He was so efficient and covered all my personal concerns. How Probate Laws Work in Arizona | Probate Advance My husband Steve and I relocated to Arizona from another U.S. state so we wanted to update all of our estate planning documents. He asked all the right questions and provided the answers to our concerns. Arizona law allows family members to use an affidavit of succession in cases where a person has died and has less than $100,000 in real property value such as a home or land and less than $75,000 in personal property. Family Court Forms. There is usually a waiting period of about 45 days before Small Estate proceedings in Arizona can be started, however, the court may waive the waiting period with good cause. Transferring a Small Estate Without Probate | LawForSeniors.org If the Arizona Decedent did not have a will in place then mark the checkbox corresponding to the statement The Person Who Died Had No Will This will require an additional description of the Affiant(s). (7) Filer Status. Unlike . 307-12-033E. Forms and certificates can be brought into our office Mon - Fri 8:00 am - 5:00 pm (closed federal holidays): You will need to contact the school district directly to see if they require any forms or documentation on their end when you withdraw your child from ANY district. Child Support Calculator - Link to AZCourts Website. An area to receive the Representatives home and cell telephone numbers, birth date, social security number, race, height, weight, eye and hair color, and sex has been supplied. (19) Description. Beneficiaries will need to weigh the inconvenience of waiting the six months against the added expense of the informal probate petition. Be aware that late least thirty days must have passed since the Decedent passed away and that the Arizona Decedents personal property must be worth less than $75,000 at the time of death in order for his or her estate to be considered a small estate. If the person who died has a partial interest in a property, perhaps as a co-owner, then you would determine value based on what percentage was owned by the person who died. Start Here. This must be a complete list of all personal property owned by the Decedent and should not include real estate owned by the Arizona Decedent. Click here for answers to Frequently Asked Questions. What is a small estate affidavit? - Policygenius 2020 0 obj <>/Filter/FlateDecode/ID[<213A679C73452E4686CE173FCC03B850><51F5A238027D014F90AC8C8112BC96BB>]/Index[2006 23 2031 1]/Info 2005 0 R/Length 82/Prev 688044/Root 2007 0 R/Size 2032/Type/XRef/W[1 2 1]>>stream Click Here or Call (855) 324-7891 to Connect With a Probate Lawyer serving Casa Grande, Arizona. He was prompt and listened to our needs and made very good suggestions. (104) Signature Of Person Making Affidavit. According to the California Probate Code 13200, a small estate is considered $166,250. The acknowledgment introducing the sections will require that the Affiant be defined as a single Party by marking the first checkbox or as multiple (Signature) Parties by selecting the second checkbox. On this page are downloadable forms allowing you to access them from your home, work, or library PC, fill them out using the computer, and bring the completed, printed versions to the correct court along with the filing fee. (95) Surviving Children Of Affiant. (97) Affiant As Sole Heir. (22) Description. Affidavit of Direct Child Support Payments. Boards . The Affiant petitioning for the real property of the Arizona Decedent must sign his or her name. Child Support Order. (92) Sole Heir Of No-Will Arizona Decedent. Name of any/all spouses including date(s) or marriage, divorce, and death (if any), Name of any/all children including date(s) or marriage, divorce, and death (if any), Name of any/all grandchildren including date(s) or marriage, divorce, and death (if any), Name of any/all parents including date(s) or marriage, divorce, and death (if any), Name of any/all brothers & sisters including date(s) or marriage, divorce, and death (if any), Name of any/all nieces & nephews including date(s) or marriage, divorce, and death (if any). small estate affidavit arizona - CocoDoc The small estate affidavit for personal property can be used when the value of all personal property (clothing, jewelry, cars, cash, bank accounts, money owed to the person who died) is not more than $75,000. Call our Probate team at (480) 467-4365 to discuss your case today. The person carrying out the small-estate affidavit procedure, known as the petitioner, begins by verifying if they are statutorily entitled to personal and/or real property from the decedent. The Petitioner(s) or Petitioners Attorney must dispense a notarized signature to this document once it has been completed. (54) Licensing Status. Affidavit Instead of Probate - Small Estate Affidavit for Collection of Personal Property Affidavit for Collection of Wages The documents you have received are copyrighted by the Superior Court of Arizona in Pinal County. Search for cases using statewide search . If it is rejected, the estate must be settled by probate. (31) Case Number. (37) Case Number. Understanding the asset transfer process is important for Arizona residents and their loved ones. For instance, the tax assessment on a given parcel of real estate may be $180,000, even if the fair market value of the property is closer to $220,000. Jury Information . Locate the deed to the Arizona Decedents property then reproduce the legal description of the property to Section 4. Zoning summary. The federal estate and gift tax exemption increased from $5,000,000 in 2017 to $10,000,000 in 2018, indexed to inflation. Copyright 2023 MH Sub I, LLC. . A small-estate affidavit is a procedure available under Arizona estate law that allows heirs and beneficiaries to bypass the probate process, which can be lengthy and expensive. Small Estate Laws: In Arizona, successors may avoid probate court by filing a small estate affidavit if the estate values less than $75,000 for tangible personal property; $100,000 for real property. Packet Pima County 2012-2023 Form. The full name of every Party involved with this matter, whether it is a rightful Heir, Survivor, Ward (of the Decedent), Minor, Dependent, or Trust should be documented. If the Affiant(s) is named in the Arizona Decedents will then locate the fourth checkbox statement in Section 10 and select it. The information presented at this site should not be construed to be legal advice. He created our Durable Power of Attorney, our Durable Health Care Power of Attorney, Our Living Will and our Last Will and Testament. Step 1 Download in Adobe PDF or Microsoft Word (.doc). An heir or devisee of property may be able to use the affidavit procedure to claim estate assets without going through the probate process. (85) Petitioning Surviving Minor/Dependent. (105) Printed Name Of Person. 4 " A b@6HJ%uJD}sQ?@"8g4GnM$. Pinal County. Complete this area with the Representatives phone number at work as well as his or her email address. In Arizona the small estate affidavit for collection of personal property does not need to be filed with the court, but it must be notarized. Probate is a legal process that goes through the local courts in the county where the deceased person lived. (94) No Surviving Spouse. If the Arizona Decedent did not have a will but the Affiant is not the Party with the greatest level of entitlement to the concerned estate, then he or she may only present this form with the proven approval of those with a stronger right to claim the Decedents property. Electronic Payment Authorization. The total value of the estates personal property, including cash, bank accounts, stocks, bonds, jewelry and automobiles, cannot exceed $75,000. The name, mailing address, current phone number(s), and email address identifying the Filer of this paperwork with his or her contact information should be delivered to the top of this form. Our mission is to administer timely and efficent justice with respect and fairness to all. Call (480)467-4365 or fill out our contact form to schedule your consultation and discuss your best legal options. Free Small Estate Affidavit Form Maricopa County Arizona An Arizona small estate affidavit is a legal document that can be used to transfer assets from the estate of the decedent without going through the probate process. Free Minnesota Small Estate Affidavit | Form PRO202 | PDF | WORD - OpenDocs Transcribe the Arizona Decedents formal calendar date of death to Section B. The first checkbox in this section should be selected if the Children of the Arizona Decedent are the Affiant(s) behind this document and no Spouse of the Arizona Decedent has as powerful a claim to the estate property. (51) Update Status. Probate . Free Small Estate Affidavit Form Coconino County Arizona (6) Licensed Fiduciary Number. Probate - Small Estate Transfers - Packet # 92 Personal Property - not to exceed $75,000. If the decedents personal property bank accounts, vehicles, other non-real estate property values less. (96) Arizona Decedent Siblings. We are certified legal document preparers with exceptional case management services that can ensure your experience during this difficult time is as smooth and seamless as possible. Purpose: For obtaining title to the vehicle from a deceased vehicle owner's estate. Small Estate Affidavit of Succession- Many people wonder whether or not they have to go through probate when a loved one dies with a small estate. Report the amount of money owed for the debt reported. If this checkbox is selected, produce the name of each Party who requires the Interpreters services. . Althoug We are so happy to have found Jeffrey. Once you have filled out the Arizona Small Estate Affidavit form completely, it must be sworn and signed in the presence of a local notary public. Arizona Revised Statutes allows for successors (more commonly known as heirs) to file this affidavit in the court of the county in which the person was living at the time of death. Small Estate Affidavits are used in Arizona to transfer assets from a deceased person to the heirs when the total value of the assets is below the minimum value requiring a probate. Get form. If someone died and he or she is owed wages, salary, or other compensation for personal services, the surviving spouse can directly collect this money. If you require legal advice prior to getting started with one of our services please do so with an attorney licensed with the Arizona State Bar. Add all the amounts that are owed to the Arizona Precedent then dispense the sum at the end of this section. (26) Signature Of Person Making Affidavit. Instead, give the completed, signed, notarized form to the person or entity holding the asset to be transferred. Display: This institution is an equal opportunity provider. Sign your name to declare the content of this paperwork is as accurate as possible. (47) Affiant Status. Select the third checkbox if there is more than one Affiant and these Petitioners have the strongest claim on the Arizona Decedents real property because the Arizona Decedent had no Spouse and no other Dependent holds a greater right to the property than the Affiants behind this paperwork. (64) Printed Name. Instructions for Making Support Payments. At least thirty (30) days must pass before the transfer of personal property. in the estate of the person who died (45) Filers Attorney Information. West northwest wind 5 to 8 mph becoming east southeast after midnight. If there are, the name and address of each creditor, specifying the amount owed to each one, A list of everyone holding property due to the estate, with the particular property stated, as well as the name and address of the individual, A list of everyone entitled to receive property from the estate, stating their name, age, address and relationship with the deceased person, That notice will be given to other successors and creditors notifying them of the affiants intention to lay claim to the estate, That the affiant understands under penalty of perjury that the Small Estate Affidavit Arizona form is not false or misleading, There are minor or disabled beneficiaries, There are creditors or funeral expenses yet to be settled, The will might be contested, ambiguous or of questionable validity, Probate proceedings have already been initiated. (5) Lawyers Bar Number. The Filer must declare whether he or she is a Private Party acting in his or her own interests, an Attorney representing the Affiant, or an Agent of the Affiant. Once you have filled out the Arizona Small Estate Affidavit form completely, it must be sworn and signed in the presence of a local notary public. If a previous account has been submitted and this document is meant to update or correct previous information regarding the Petitioner, Survivors, or Arizona Decedent, then this paperwork must be presented as such. Pinal County Probate Court - LegalConsumer.com Free Small Estate Affidavit Form Santa Cruz County Arizona Get form. He is very pleasant to work read more, I have been in the criminal justice arena for 41 years and was long overdue to have a will and trust made. Packet 03 - Administration of the Estate. . Small Estate Transfers. 14-2401 through 14-2405. If there was a personal representative and that person was discharged or more than one year has passed since the closing statement on the estate was filed, it is still possible to use the affidavit of succession to real property. (40) 230 Guardianship. Small Estate; Affidavit of Heirship . (93) Greater Or Equal Right Relinquishment. Choose the final statements checkbox if the Affiant is the Sibling (Brother or Sister) of the Arizona Decedent and has the greatest right to his or her real property because there is no closer Survivor ( Spouse, Child, Parent). (39) 220 Conservator. Or alternatively, if the person was not living in that county or in Arizona, but owned real property there, you can file an affidavit of succession in the county where the property is located. Superior Court of Arizona in Pinal County November 29, 2004 ALL . %%EOF 2006 0 obj <> endobj Order and Other Forms (Forms 1-4, 10, 11-15): The court will enter an order directing the performance of your duties in your fiduciary role as a personal representative, guardian, or conservator. The assets may include bank accounts, insurance policies, investment accounts and cars and boats, Whether there are any unpaid debts by the deceased including funeral expenses.