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. Produce the full name of the Decedents Personal Representative or Special Administrator. 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. (63) Declaration. Superior Court of Arizona in Pinal County November 29, 2004 ALL . Attorney Advertising. No Staff Template In 2023, that is $12.92 million. Arizona Code of Judicial Administration (ACJA), Chapter 3. Spoiler alert: very few people now have to pay these taxes. To qualify in Arizona, the estate in question must be valued below $75,000 for personal property and $100,000 for real property. See our profile at Lawyers.com or Martindale.com. Black Living Room End Tables. While the major legal requirement for utilizing a Small Estate Affidavit in Arizona is the total worth of the decedents property, there are a number of factors you should consider to ensure that the estate administration goes as smoothly as possible. It is important to understand the process of transferring property through the small estate affidavit process. Change of Address in a Non-Criminal Case. It must be notarized by an Arizona notary public. If the Petitioner is not represented by an Attorney, then select the appropriate checkbox to present this fact. Jury Information . Consult the Arizona Decedents death certificate then document the noted place of his or her death. 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. ORIGINALS WILL BE MAILED BACK VIA CERTIFIED MAIL. 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. 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. In that case, the surviving relative who assumes the home will be required to continue paying the mortgage. Using small estate affidavit to obtain balance in checking account from AZ . 14-3971.Collection of personal property by affidavit; ownership of vehicles; affidavit of succession to real property. Notice this statement contains two checkboxes within it. What Happens if No One Applies for Probate? 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. Pinal County, AZ Inheritance Law Guide - LegalConsumer.com Create a high quality document online now! Phone: 520-509-3555 Toll-Free Phone: 888-431-1311. This page will provide you with the following: Links to the Pinal County probate court's website, the address, a map and a phone number to call to get more information. Small Estate Probate | Coconino - Coconino County, Arizona Free Arizona Small Estate Affidavit Form - PDF - eForms 2006 0 obj <> endobj Arizona Affidavit of Heirship (Real Estate) Forms | Pinal County, AZ (33) Petitioner For Arizona Decedent Real Property. Thirty days must have passed since the date of death as certified in the death certificate. Free Small Estate Affidavit Form Navajo County Arizona If the Arizona Decedent has named Heirs as the rightful receivers of the real property but each such Heir has provided a release of his or her interest in this property to the Affiant, then choose the second to last statement made. 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. The amount must be not more than $5000 owed. I am so thankful Jeff was recommended to me. Frequently Asked Questions about Arizona Probate Law, Schedule Your Free Probate Consultation Today. 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. Packet 02 - Appointment of Personal Representative. If the property was not in the possession of the Arizona Decedent, then the full name and contact information of the current Holder of the Arizona Decedents property must be provided. Library File Link: 40-5143. A general personal representative excludes a special administrator. Contact our office to today to start the process for your small estate affidavit of succession. Select the first if only one Affiant is filing this document or the second if there are more than one Affiants. He is very pleasant to work with and I highly recommend him to anyone needing help with estate planning. He created our Durable Power of Attorney, our Durable Health Care Power of Attorney, Our Living Will and our Last Will and Testament. Packet 04 - Closing the Estate. Quick Links. The Individual submitting this document must self-identify at the beginning of this declaration. 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. Arizona Small Estate Affidavit | Affidavit of Heirship, Arizona Affidavit of Heirship (Real Estate), Arizona Small Estate Affidavit (Personal Property). Here's a quick summary of the new gift, estate, and inheritance changes that came along in 2022. Furthermore, If the Representative being identified is a Licensed Fiduciary then provide his or her license information to the area requesting it. The people signing the affidavit state the basis or reason for why they are entitlement to the real property. Print your name before executing your signature. (12) Relationship To Arizona Decedent. If a Fiduciary Agent is completing this document, then his or her fiduciary licensed number should be documented. Free Minnesota Small Estate Affidavit | Form PRO202 | PDF | WORD - OpenDocs As a general rule, you do not need to file the Small Estate Affidavit with any court. The Judicial Branch of Arizona in Maricopa County 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. Our mission is to administer timely and efficent justice with respect and fairness to all. When we deliver a small estate affidavit to a person or agency (such as the MVD) the person receiving it is not required to inquire as to the truth of the statements in the affidavit. He provided excellent answers to the numerous questions I had, which made me comfortable that he had in-depth knowledge of Estate Planning. West northwest wind 5 to 8 mph becoming east southeast after midnight. Packet Pima County 2012-2023 Form. The state of Arizona uses the Small Estate Affidavit process to transfer assets from the deceased to their heirs without going through probate. Partly cloudy, with a low around 46. 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. How to fill out a Small Estate Affidavit Arizona form. Visit the appropriate court office. 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. Published on 22 October 2020 Modified on 22 September 2022 By Maria Beltran Tagged in Estate, Probate 3320 downloads. (101) Release Of Property From Those Named In Will. 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. The value of all of the. Define how the Arizona Decedent owned the property (i.e. Produce the full name and the current address and (if possible) phone number of the Debtor owing the defined amount for the debt reported. (75) Single Or Multiple Petitioners. Made the challenging, easy, I selected Jeff because his website was very well done and informative (no prior reference, just liked what he said on his website). I do not know if we could have completed the process without this listing. 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 statutes provide for a simplified affidavit process for small estates with real property or personal property valued below specific amounts. (98) Release From Greater Or Equal Right Heirs. Home Practice Areas Probate Small Estate Affidavits in Arizona. He asked all the right questions and provided the answers to our concerns. 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. (42) Todays Date. (5) Lawyers Bar Number. 1. Transfer of Small Estate by Affidavit - AzCourtHelp Instead, give the completed, signed, notarized form to the person or entity holding the asset to be transferred. (78) Arizona Decedents Real Property. For estates that qualify, a small estate affidavit is an option whether or not the decedent had a will. Arizona-$100,000 (real property); $75,000 (personal property) . The same rules apply to the motor vehicle division if the transfer title to an automobile based on the presentation of an affidavit. The procedure is typically carried out by the decedents surviving spouse and/or children but can be initiated by anyone claiming to be a legitimate heir at law, whether the decedent had a will or died intestate. This process is in place to provide for easier transfer of small estates to the deceased to their heirs, lowering costs and providing a greater degree of simplicity. (64) Printed Name. This parcel borders Coronado National Forest and Arizona Trail is nearby. Produce the physical location of the Decedents personal property. Form Number: 10695. . Florence, AZ 85132. ORIGINALS WILL BE MAILED BACK VIA CERTIFIED MAIL. Simplified Probate for Small Estates (Summary Administration) Another probate shortcut that Arizona offers is a simplified probate process for small estates, called "summary administration" (or "summary probate"). We very much appreciate the legal services provided by Jeffrey. (76) Deceased. Transcribe the Arizona Decedents formal calendar date of death to Section B. Russo Law Group, P.C. (10) Date Of Death. The state of Arizona has some very specific laws governing estates and the distribution of property, and an incomplete understanding of those guidelines could mean increased expenses at what is already a trying time. A Small Estate Affidavit allows a person to inherit the property of a deceased individual when the value is low and speeds up summary probate claims. Jeff is a great attorney and I would recommend him to anyone needing legal advice or 2/23 59th Annual Meeting Registration - California Forest Pest - caforestpestcouncil. Dispense the entire name of the Arizona Decedent to Section 1. If however, an Attorney will represent the Petitioner(s) in gaining the Arizona Decedents real property, then leave this checkbox unmarked. 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. Small Estate; Affidavit of Heirship . Boards . This requires a formal written release from the Arizona Decedents Heirs to be attached to this document. Small Estate Transfers. A checklist of topics with their appropriate State Codes has been supplied to review. In cases like this, probate may be better than the small estate affidavit process, since it can make refinancing the mortgage easier. The Petitioner behind this form or the Attorney representing the Petitioner(s) must sign his or her name as soon as the current calendar date is reported. JUVENILE ONLY: Annual Report of Guardian for a Minor w/Physicians Annual Report. If the decedent left a will, the petitioner must obtain a copy. 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. 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. A form used to simplify the probate process for small estates. 2023 Pinal County Superintendent Office. Jeffrey made the process very comfortable. 14-3971. Beneficiaries will need to weigh the inconvenience of waiting the six months against the added expense of the informal probate petition. One of the biggest disadvantages of using the Affidavit of Succession to Real Property is that the beneficiary is required to wait six months after the death of the prior owner before making the filing. We prepare, file, serve, track deadlines and ensure that all rules of procedure are followed. If a Minor or an Adult (Dependent/Incapacitated) Person is involved, responsible, at the center, or related to this petition, then select the appropriate checkbox from 220 Conservator. More than one of these statements may be selected if needed. (27) Printed Name. An Arizona Notary Public will be able to verify that he or she has attended and witnessed the Affiant signing of this petition. . Transfer of Small Estate by Affidavit. (58) Name. . 4 " A b@6HJ%uJD}sQ?@"8g4GnM$. Employer Information Sheet. At least six (6) monthsmust pass before the transfer of real property. If the Representative is not a Licensed Fiduciary then several additional pieces of information should be recorded. Define The Relationship To The Arizona Decedent. In Arizona, a personal representative is appointed by the court. Other products and services may be trademarks or registered trademarks of their respective companies. An heir or devisee of property may be able to use the affidavit procedure to claim estate assets without going through the probate process. In this way, the Affiant can be defined as the Spouse, Child, Parent, Sibling, or Sole Heir to the Decedent. However, the affidavit process has specific requirements . Select the appropriate statements check box to indicate that the Arizona Decedent passed away without a Spouse who owned the real property communally. The estate must be valued at less than $100,000 for Arizona to grant this affidavit - larger estates are required to go through probate . Get form. (89) Arizona Decedent With No Will. (9) Name Of Person Who Died. Arizona Legal Forms | SignNow Transferring a Small Estate Without Probate | LawForSeniors.org 14-3971) FOR TRANSFER OF PROPERTY WHEN PERSON HAS DIED . Small Estate Affidavit of Succession | AZ Statewide Paralegal (44) Filer Information. I'd definitely recommend Jeff for his legal services. 307-12-033E. Furnish the full name of the Arizona Decedent with the date that he or she passed away on (as reported on his or her death certificate). (99) Affidavit Release For Real Property. in the estate of the person who died (17) Rightful Survivors Sign Over Rights In Will. arizona small estate affidavit pinal county. (19) Description. If this checkbox is selected, produce the name of each Party who requires the Interpreters services. Published 14-3971. 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. He was very professional and timely in providing these services. read more, We contacted Jeff to draft a Will and also to solicit advice concerning estate planning. Arizona Small Estate Affidavit Pinal County - sites.google.com The affidavit MUST BE NOTARIZED - Notary service can be provided; call ahead to guarantee it's available. 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. 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. Approaching and working with a lawyer can be intimidating. His approach and honesty sold us and we returned a few months later to update our own wills and trust creation. 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. If the person to whom the affidavit is delivered refuses to pay or transfer the personal property, they can be compelled to turn over the property. (28) Signature Date. When they file the affidavit, the beneficiary must also verify that there are no estate taxes due on the transfer, and that all funeral expenses, unsecured debts and expenses of last illness have been paid in full. Free Arizona Small Estate Affidavit | Affidavit Of Heirship Form | PDF For estates over this size, probate is typically required, and those estates will not be eligible for the small estate affidavit process. Begin Section 10 by selecting the first or second checkbox from the Reason statement. 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. The real property must be valued below $100,000 and six months must have passed since the decedent's death. Download (pdf, 673 KB) He was prompt and listened to our needs and made very good suggestions. Probate Shortcuts for Small Estates in Arizona | Nolo (97) Affiant As Sole Heir. | . We serve clients in the Phoenix metropolitan area. An Arizona Small Estate Affidavit must be notarized. A certified copy of the death certificate is also required to be filed along with the Small Estate Affidavit in Arizona. 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. The limit for the purpose of transferring real property is $55,425. (43) Signature Of Petitioner Or Petitioners Attorney. 1. Contract Attorney Tampa Fl (92) Sole Heir Of No-Will Arizona Decedent. Click here for answers to Frequently Asked Questions. There are alternatives to probate that we, at Arizona Statewide Paralegal, can help you with when you have a family member who has passed away with a small estate.