A certified copy of the death certificate is also required to be filed along with the Small Estate Affidavit in Arizona. How Do You Transfer Real Estate Using a Small Estate Affidavit? Make sure to list this Attorneys name, contact information (Telephone and Email) as well as his or her Bar # to the appropriate areas of this document. The Affiant making this petition must establish the right to succession so that he or she can control the Arizona Decedents estate (i.e. The Filer must indicate if he or she is working without an Attorney on this document or if this paperwork is being completed by the Affiants Attorney. Indicate whether you are representing yourself without a Lawyer, an Attorney representing the Petitioner, as the Petitioner, or as a Respondent by selecting the appropriate checkbox. . What is a small estate affidavit? - Policygenius 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. No Staff Template Arizona Legal Forms | SignNow Our mission is to administer timely and efficent justice with respect and fairness to all. 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. Arizona statutes provide for a simplified affidavit process for small estates with real property or personal property valued below specific amounts. Enjoy the small town, country lifestyle on your own private horse property. I'd definitely recommend Jeff for his legal services. arizona small estate affidavit pinal county. Probate Forms - Arizona Judicial Branch If this document involves the Guardianship of a Minor or Adult who is incapacitated with an advanced condition (i.e. 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. Russo Law Group, P.C. Probate . Zoning summary. You can mail it, email it to nobrien@pinalcso.org, or bring it by our office. If the Affiant is the Arizona Decedents Parent and the only Survivor to the Decedent, then mark the checkbox corresponding to the fourth statement. If seeking personal property, it is not necessary to file the small estate affidavit with the court. Produce your full name at the top of this page to identify yourself as the Filer of this document. (86) Greatest Interest Surviving Minor/Dependents. Great communicator, very knowledgeable and patient. The estate must be valued at less than $100,000 for Arizona to grant this affidavit larger estates are required to go through probate court and the successors must wait at least 6 months before filing for the forms. Affidavit of Succession to Real Property. Step 2 Fill-in the following blanks respectively: Step 3Sign the document and make sure to do so in front of a notary public. Resolution Statement 2013-2023 Form. Use the downloadable small estate affidavit and the affidavit of heirship to prevent a deceased loved ones estate from going to probate court, and ensure there are no legal battles for ownership of finances or property after they have passed. For purposes of the affidavit, the county of filing is the county where the property is physically located. Once done, document the name of the Arizona Decedent as well as the name of the Arizona Court handling this case then the case number assigned to it. 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. 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. If the decedent died intestate, or without a will, then the assets should be distributed according to the state laws on intestate succession. %%EOF 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. If the Petitioner is not represented by an Attorney, then select the appropriate checkbox to present this fact. %PDF-1.7 % Click here for answers to Frequently Asked Questions. Forms | Maricopa County Clerk of Superior Court Free Arizona Small Estate Affidavit Form - PDF - eForms 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. (16) Assigned Interest By Rightful Survivors. Judd S. I have been in the criminal justice arena for 41 years and was long overdue to have a will and trust made. Pinal County Superintendent Office - Home School Affidavit Q & A 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. 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. (88) Case Number. A small estate affidavit allows you to speed up the process of delivering things that are owed to people. Free Small Estate Affidavit Form Graham County Arizona How to Become Executor of Estate After Death. | 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. (57) Non-Fiduciary Representative Information. (39) 220 Conservator. This paperwork can be filed by one of several types of Parties. (106) Date. (43) Signature Of Petitioner Or Petitioners Attorney. 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. If this is the case and such paperwork has been obtained then select the second to last statement made in Section 6 and attach the signed and notarized statements (affidavits) of the Rightful Heirs. Unlike . The Small Estate Administration process in Arizona is started when the affiant makes the application at the appropriate local court in Arizona where the decedent passed. Information on how to obtain an Emergency Order of Protection, Search for cases occurring within the Pinal County Superior Court. Notice of the filing must be given to all known heirs. Website Navigation 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. If the Petitioner(s) named above will be represented by an Attorney when seeking the Arizona Decedents real property, then some additional information must be presented. (13) Named In The Will. In Maricopa County, most probate matters are handled by the Probate Registrar, who is located in the Old Courthouse in downtown Phoenix, or by Maricopa County Superior Court Commissioners located in each Superior Court location. The value is not determined by the fair market value of the home or property. Add all the amounts that are owed to the Arizona Precedent then dispense the sum at the end of this section. 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. Get form. (63) Declaration. 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. A form used to simplify the probate process for small estates. in the estate of the person who died (5) Lawyers Bar Number. Affidavit of Direct Child Support Payments. Pinal County 31 N Pinal Street Florence, AZ 85132. The first should be selected if only one Affiant is completing this paperwork while the second checkbox (We Are) should be selected if more than one Affiant is involved. Packet 01 - Appointment of Personal Representative Executor. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. Child Support Order. (56) Contact Information. He was prompt and listened to our needs and made very good suggestions. The amount must be not more than $5000 owed. Free Maricopa County, Arizona Small Estate Affidavit Form | PDF | Word . Select the first statement if the Decedent died in the same property being discussed then reproduce the name of this county or select the second statement to indicate the Arizona Decedent was living in a different County when he or she died then supply the city and state of this defining this second County. For estates that qualify, a small estate affidavit is an option whether or not the decedent had a will. . Pinal County Probate Court - LegalConsumer.com Other products and services may be trademarks or registered trademarks of their respective companies. The products we received back were far more thorough than I was expecting and included options to make any changes or handling in the future very easy. Free Small Estate Affidavit Form La Paz County Arizona 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. The Superior Court of California, County of San Francisco will help you find the right court office. (40) 230 Guardianship. 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 you move within the district, outside the district or state, enroll your child in public school, or enroll them in private school you must complete the Change of Information form and file it with our office. Quick Links. His knowledge of estate planning greatly contributed toward for our peace of mind. (46) Fidicuary Information. Southeast wind 6 to 13 mph becoming west in the afternoon. 10 Acres S Owl Cove Rd, Marana, AZ 85658 | MLS# 22228628 | Redfin Home facts updated by county records on Nov 26, 2022. I would certainly recommend his services to anyone.D Larson, My wife and I were in need of having a personal trust drawn up, so we selected Jeff's firm because his website advertised that this was one of his areas of expertise and his office was conveniently located.He was very prompt in responding to my email as was the appointment time. For estates over this size, probate is typically required, and those estates will not be eligible for the small estate affidavit process. If the Arizona Decedent did not have a will but the Affiant is the Sole Heir to the estate, then place a mark in the appropriate checkbox and continue through this declaration by selecting I Am if only a single Affiant is involved or We Are if more than one Affiant is involved. Produce the dollar sum of values entered for the Arizona Decedents listed personal property. Copyright 2015 AZSTATEWIDEPARALEGAL.COM All Rights Reserved This web site is designed for general information only. Nestled between Maricopa County (Phoenix) and Pima County (Tucson), Pinal County is home to over 439,128 residents. The more you know about the process, the easier it will be transfer assets and avoid unnecessary expenses. Library File Link: 32-6901. The same rules apply to the motor vehicle division if the transfer title to an automobile based on the presentation of an affidavit. (27) Printed Name. (81) Legal Description. Seniors > Losing Spouse/Parent > ARIZONA PROBATE FUNDAMENTALS Consult the Arizona Decedents death certificate then document the noted place of his or her death. English. Free Arizona Small Estate Affidavit Form (PDF) | FormsPal You may use the forms and instructions in this packet if . hU4YcC"zbU+N)S3aIe0Q =4 Select the appropriate statements check box to indicate that the Arizona Decedent passed away without a Spouse who owned the real property communally. This institution is an equal opportunity provider. Additionally, the total assessed value of the estates real property cannot exceed $100,000 after the value of liens or encumbrances has been subtracted. Attorney Advertising. (36) Interpreter. Checklist. If a loved one in Arizona did not create a will before they died, use these forms to help make the familys transition smoother. arizona small estate affidavit pinal county Packet 04 - Closing the Estate. arizona small estate affidavit pinal county. Partly cloudy, with a low around 46. He prepared our Estate Plan documents on read more, My wife and I were in need of having a personal trust drawn up, so we selected Jeff's firm because his website advertised that this was one of his areas read more, Jeff Hall did an excellent and timely job of providing my wife and I with a new living trust after we relocated to Arizona. Maricopa County provides small estate affidavit forms; check with your county to find out how you can obtain the right forms. Select the final option if the Arizona Decedents Heirs (named in his or her will) have given up their rights to claim property left to them in the will to the Affiant. Affidavit to Obtain Payment or Delivery of the Assets of a Decedent Whose Estate Does Not Exceed One Hundred Thousand Dollars 755 ILCS 5/25-1 5/ 25-1. We highly Jeff was exceptional and provided us tremendous legal advice and guidance for our families estate planning needs. Using small estate affidavit to obtain balance in checking account from AZ . Under current Arizona law, small estates are defined as those in which the deceased owned less than $100,000 in real estate equity or less than $75,000 worth of personal property. Frequently Asked Questions about Arizona Probate Law, Schedule Your Free Probate Consultation Today. 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. New India Assurance Renewal Copy Online. Arizona-$100,000 (real property); $75,000 (personal property) . Florence, AZ 85132. Preparing a Small Estate Affidavit in Arizona is a beneficial way to administer the estate of a deceased person without having to go through the long, drawn out process of probate court proceedings. Thirty days must have passed since the date of death as certified in the death certificate. Pinal County, AZ Inheritance Law Guide - LegalConsumer.com Arizona Affidavit Process for Small Estates May Avoid Probate (55) Mailing And Physical Address. (64) Printed Name. Each of these items will have a place reserved for its presentation. Complete this area with the Representatives phone number at work as well as his or her email address. u.vgH}{? Free Small Estate Affidavit Form Navajo County Arizona He was very professional and timely in providing these services. We serve clients in the Phoenix metropolitan area. If the Affiant has gained formal affidavits from Heirs named in the Arizona Decedents will as the inheritors of real property that release all such interests in this property to the Affiant, then select the final statement. The people signing the affidavit state the basis or reason for why they are entitlement to the real property. It is important to understand the process of transferring property through the small estate affidavit process. . (35) Lawyer Information. Select the appropriate checkbox to indicate if the Affiant is the Sole Heir to the real property of the Arizona Decedent because he or she has been named as such in the Decedents will. How Does the Probate Process Start in Arizona? Free Small Estate Affidavit Form Yavapai County Arizona Search for cases using statewide search . Understanding Arizona's Small-Estate Affidavit Procedure (26) Signature Of Person Making Affidavit. (62) Arizona Decedent Social Security Number. 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. The signers must also state that no other people besides those signing have a right to the property. 1. Electronic Payment Authorization. A general personal representative excludes a special administrator. 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. In some cases, it may be better to petition for an informal probate, since the probate can be opened and closed before the six-month waiting period has expired. 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. APN. 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. Sign your name to declare the content of this paperwork is as accurate as possible. . ARIZONA TAX CREDIT SCHOOL PARTNERSHIP APPLICATION - aztxcr. Spoiler alert: very few people now have to pay these taxes. (58) Name. Arizona Department of Revenue (602) 255-3381 1600 West Monroe Street Phoenix, AZ 85007. June 22, 2022; Posted by . After satisfying all claims, the estates assets can then be distributed, either in accordance with the will, or with the laws of intestacy, when there is no will. Arizona Small Estate Affidavit Pinal County - sites.google.com In addition, if the decedent had any outstanding debts, funeral expenses, or mortgage payments, these must either be cleared before receiving the affidavit, or the decedents estate will be responsible for paying the balance. In order to use the small estate affidavit of succession for real property, you must wait 6 months after the person has died. 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. Employer Information Sheet. If seeking personal property, it is not necessary to file the small estate affidavit with the court. Each topic that applies to this paperwork must be selected. The person died and left a valid Will and the people with equal or greater right than you have to the property have all assigned their entire interests in the estate to me, which is proven by the copy of the documents they signed to this effect that I am attaching to this affidavit. Read More. Transferring a Small Estate Without Probate | LawForSeniors.org The time following the death of loved one or family member can be challenging. The value of all of the. 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. Confirm the case number assigned to the Decedents estate. 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. Published on 22 October 2020 Modified on 22 September 2022 By Maria Beltran Tagged in Estate, Probate 3320 downloads. He created our Durable Power of Attorney, our Durable Health Care Power of Attorney, Our Living Will and our Last Will and Testament. 14-3971 (B), ARS. Sunny, with a high near 66. Small Estate Transfers. If the decedent left a will, the petitioner must obtain a copy. (7) Filer Status. The affidavit MUST BE NOTARIZED - Notary service can be provided; call ahead to guarantee it's available. . For civil, small claims, and . According to the California Probate Code 13200, a small estate is considered $166,250. This set of forms is to be used to claim wages, personal property, or real property from the estate of a person who has died in Maricopa County, Arizona. Get form. If a Licensed Fiduciary is involved, his or her complete license number is required. By using this website, you agree to our use of cookies to analyze web traffic and improve your experience on our website.