If you are a Fiduciary Agent then record your fiduciary number where requested. . Create a high quality document online now! (76) Deceased. 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. Furnish your full address to the two lines available below your name. Board of Supervisors. Get form. (29) Arizona Notarization. A checklist of topics with their appropriate State Codes has been supplied to review. 14-3971.Collection of personal property by affidavit; ownership of vehicles; affidavit of succession to real property. ancillary, trust ), whether this is formal or informal probate of the Decedents Will or some Other action which must be documented as requested by marking the appropriate checkbox. Its helpful to have a list of all property that will be transferred in one place, one that includes both its assessed value and whether it is subject to any liens or debts. Small Estate Affidavit Arizona As a general rule, you do not need to file the Small Estate Affidavit with any court. Annual Report of Guardian for Adult/Protected Person w/Physicians Annual Report. Search for cases using statewide search . . The use of a Small Estate Affidavit for Arizona is limited to situations where the deceased person did not have a lot of assets. English. JacksonWhite Law offers a full range of legal services to assist individuals, families and businesses in achieving success through out the state of Arizona on a wide range of legal matters. (84) Petitioning Spouse. Avoiding probate generally means the transfer happens more quickly, but this option is only available for estates with a total value less than the maximum amount decreed by the state. (12) Relationship To Arizona Decedent. 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. Title. P.O. Purpose: For obtaining title to the vehicle from a deceased vehicle owner's estate. The petitioner must also verify whether the court has previously appointed a personal representative for the estate and, if so, determine the status of that process. If the decedent left a will, the petitioner must obtain a copy. For personal or real property, when you are claiming property using the affidavit of succession, you will need to list how you are entitled to the property. . It is important to understand the process of transferring property through the small estate affidavit process. (21) Location, Or Who Has Property Now. Call us at 480-409-5174 or contact us online for a free consultation. I am so thankful Jeff was recommended to read more, Recently, Jeffrey P. Hall, PLLC, prepared the necessary legal document to establish a living trust for my wife and me. 01. My comments are of a general nature and should not be considered legal advice for your particular situation or issue. Help. Small Estate Probate | Coconino - Coconino County, Arizona What Happens at an Arizona Probate Court Hearing? To find where to file, use this Court Locator. The information presented at this site should not be construed to be legal advice. 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. Information for residents who have the privilege to serve on a Jury. For estates over this size, probate is typically required, and those estates will not be eligible for the small estate affidavit process. Locate the deed to the Arizona Decedents property then reproduce the legal description of the property to Section 4. This clause may not apply if the surviving relative continues to live in the home. 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. The calendar date when the Affiant supplies his or her signature must be documented as soon as this document is signed. (89) Arizona Decedent With No Will. Florence, AZ 85132. Packet 04 - Closing the Estate. (16) Assigned Interest By Rightful Survivors. (35) Lawyer Information. Free Small Estate Affidavit Form (PDF & Word) | Legal Templates Medical Excuse from Arizona Superior Jury Form 2009-2023. One of the most important things for both Arizona residents and their loved ones to understand is how small estate affidavits work and why they are so important. (26) Signature Of Person Making Affidavit. A small estate affidavit allows you to speed up the process of delivering things that are owed to people. No Staff Template If this document involves the Guardianship of a Minor or Adult who is incapacitated with an advanced condition (i.e. Filing the small estate affidavit involves a two-step process. (106) Date. (7) Filer Status. Once the Affiants have provided his or her signature, the Notary will complete the area that follows to authenticate his or her signature. | Tagged affidavit, net value of decedent's property, petitioner, small-estate affidavit procedure, We contacted Jeff to draft a Will and also to solicit advice concerning estate planning. Transfer of Small Estate by Affidavit Popular. Print your name before executing your signature. If you live in the state of Arizona, or have a loved one who does, you need to understand the estate laws that govern the region and how those rules may affect you and your family. It is important to note that the tax assessment of the property is often substantially less than the current fair market value of the real estate. Affidavit for Collection of Personal Property | Arizona - AZDOR The Party submitting this paperwork with the intention of gaining the listed Arizona Decedent estate (personal) property must sign his or her name as a licensed Notary Public (recognized by the State of Arizona) observes. Free Small Estate Affidavit Form Pima County Arizona Seek instruction from this Party before executing this document. Weather forecast provided by weather.gov. Do i have to file a small estate affidavit with the courts? Arrearage Calculation Request. 10 Acres S Owl Cove Rd, Marana, AZ 85658 | MLS# 22228628 | Redfin The Notary Public overseeing this process will verify this date as well as the signature provided once this document is released to him or her. My wife and I recently moved here from NY State and was looking for an estate attorney to do our wills, poa and hcp. If the Affiant is the Sibling of the Arizona Decedent and his or her claim to the estates real property is greater than the Decedents Spouse (because the Decedent was the sole owner) or the Decedent had no Spouse and no will, then select the second statement in this area. (64) Printed Name. 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. (15) Affiant Status. Produce the full name of the Arizona Decedent on the left side of the page then indicate if he or she is an Adult or Minor by selecting the appropriate checkbox. A.R.S. By using this website, you agree to our use of cookies to analyze web traffic and improve your experience on our website. Under Arizona law, the general rule is that if a deceased person owned more than $100,000 of equity in real estate, or more than $75,000 of personal property . Download (pdf, 673 KB) Arizona-$100,000 (real property); $75,000 (personal property) . A. A Small Estate Affidavit for Arizona should not be filed when: An Arizona Small Estate Affidavit must be notarized. His price was reasonable and the turnaround time was excellent. 1. Transfer of Small Estate by Affidavit - AzCourtHelp Transfer of Small Estate by Affidavit. All rights reserved. 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. 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. (86) Greatest Interest Surviving Minor/Dependents. He prepared our Estate Plan documents on a timely basis for a reasonable price. If the decedents personal property bank accounts, vehicles, other non-real estate property values less. 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. He is very pleasant to work with and I highly recommend him to anyone needing help with estate planning. His approach and honesty sold us and we returned a few months later to update our own wills and trust creation. If the entire value of the decedent's equity real estate . Free Small Estate Affidavit Form Gila County Arizona If a loved one in Arizona did not create a will before they died, use these forms to help make the familys transition smoother. Free Arizona Small Estate Affidavit Form (PDF) | FormsPal While the majority of states have adopted the Uniform Probate Code and abolished their estate and inheritance taxes, there are still about 20 states that charge heirs for the privilege of inheriting even . Report the amount of money owed for the debt reported. He walked us through what he could do for us, or what we read more, I selected Jeff because his website was very well done and informative (no prior reference, just liked what he said on his website). (19) Description. If there are more than one Affiants, each must provide a notarized signature. Free Small Estate Affidavit Form Navajo County Arizona 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. (20) Value. He was very professional, meticulous in how the trust was written, made several recommendations, but there was no pressure.We would highly recommend his services.John Lee. Pinal County Superior Court Services, to help you find, be informed and be prepared. 0 A form used to simplify the probate process for small estates. (34) Petitioner Status. Checklist. Affidavit of Financial . In this case, it is known as a small estate. If the Arizona Decedent did have a will but the Affiant has obtained the right to claim the estate with a written release of interest from every Rightful Heir named then, select the final checkbox in Section 6. (9) Name Of Person Who Died. 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. Instructions: Affidavit for Collection of Personal Property. Judd S. I have been in the criminal justice arena for 41 years and was long overdue to have a will and trust made. We very much appreciate the legal services provided by Jeffrey. In Arizona, the Small Estate Affidavit may be filed if a decedent's real property has been valued at . Collection of personal property affidavit. 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. The appropriate court may be a surrogates court, probate court or circuit court, whichever is responsible for probate matters where the person died in Arizona and the estate is located. (65) Signature. If the Representative has a mailing address that is separate from his or her physical address, then both must be recorded. Updated February 21, 2023. More Real Estate Resources. Display: A.R.S. In those cases, the mortgage will probably include a due-on-sale clause. The same rules apply to the motor vehicle division if the transfer title to an automobile based on the presentation of an affidavit. His knowledge of estate planning greatly contributed toward for our peace of mind. The Arizona Decedent this document concerns must be named. Jeff Hall, My wife and I met with Jeff regarding some probate issues, nothing difficult, but foreign to us. You are the surviving spouse, and you want to . Free Small Estate Affidavit Form Graham County Arizona | Attorney Advertising. 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. XXXX N Hugget Trl S Unit B3; He provided excellent answers to the numerous questions I had, which made me comfortable that he had in-depth knowledge of Estate Planning. (39) 220 Conservator. (87) Named In Will. Probate Cover Sheet. Small Estate Affidavits in Arizona - JacksonWhite Probate Law 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. When the legal documents were completed, he thoroughly reviewed each of the documents with us and provided us with a complete and detailed listing, including instructions, of the activities we needed to complete to transfer/assign our assets to the living trust. (6) Licensed Fiduciary Number. 14-3971. Packet 05 - Claims or Objections. Indicate if the Representative is a licensed Fiduciary by selecting the checkbox labeled Yes. Otherwise, select the No box. Hear what is happening in Pinal County Court and Hearing Rooms. As Staff Page Only, Template: (36) Interpreter. Write the Descendant's Personal Information. 14-3971 (Collection of Personal Property by Affidavit). The estate value must be less than $100,000 minus all the liens and any other encumbrances when the decedent passed . Free Small Estate Affidavit Form Santa Cruz County Arizona Free Small Estate Affidavit Form Maricopa County Arizona 170Scottsdale, AZ 85250, Phoenix2330 N. 75th Ave, Suite 211APhoenix, AZ 85035, Immigration Law Family Law Criminal DefenseEmployment Law Personal Injury Estate Planning ALTCS Other Practice Areas, COPYRIGHT JACKSONWHITE PC, 2022, ALL RIGHTS RESERVED. 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.
