If the Affiant is not the Sole Heir and the Decedent has not made a will but all other Heirs have released their interest in the Arizona Decedents real property through a written (and attached) statement then the eighth major statement definition must be selected. A certified copy of the death certificate is also required to be filed along with the Small Estate Affidavit in Arizona. Section 8 will discuss all debts the Arizona Decedent was qualified to collect when he or she experienced death. 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). An Arizona Notary Public will be able to verify that he or she has attended and witnessed the Affiant signing of this petition. 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. Free Small Estate Affidavit Form Greenlee County Arizona [ Do Not Sell My Personal Information ] [SiteMap]. 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. Probating an estate in Arizona is far less complicated and expensive than in many other states. Arizona statutes offer an alternative to avoiding probate by using an Affidavit of Succession to Real Property in cases in which the real property value does not exceed a certain value. Arizona Residency Affidavit . The limits are based on the total dollar value of a decedent's assets. (46) Fidicuary Information. 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 | (67) Contact Information Of Filer. If a loved one in Arizona did not create a will before they died, use these forms to help make the familys transition smoother. (54) Licensing Status. Begin Section 10 by selecting the first or second checkbox from the Reason statement. Listen. STATE OF ARIZONA ) )ss PINAL COUNTY ) I , being first duly sworn, do upon my oath, hereby state as follows: 1. 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. Produce your full name at the top of this page to identify yourself as the Filer of this document. This selection should only be chosen if the Arizona Decedent did not have a will. If the Affiant(s) is named in the Arizona Decedents will then locate the fourth checkbox statement in Section 10 and select it. Notice this statement contains two checkboxes within it. He created our Durable Power of Attorney, our Durable Health Care Power of Attorney, Our Living Will and our Last Will and Testament. If the Arizona Decedent did not have a will then locate the second checkbox statement for selection. Packet 05 - Claims or Objections. In 2023, that is $12.92 million. Resolution Statement 2013-2023 Form. ARIZONA TAX CREDIT SCHOOL PARTNERSHIP APPLICATION - aztxcr. If seeking personal property, it is not necessary to file the small estate affidavit with the court. The Individual submitting this document must self-identify at the beginning of this declaration. 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. His approach and honesty sold us and we returned a few months later to update our own wills and trust creation. (70) Filer Status. Packet 04 - Closing the Estate. If the decedent left a will, the petitioner must obtain a copy. A general personal representative excludes a special administrator. He asked all the right questions and provided the answers to our concerns. This paperwork requires an Arizona-recognized Notary Public to observe the signature process. I would highly recommend Jeff for all your estate planning needs. 1. Arrearage Calculation Request. For assistance determining the value of real property, check with the assessors office in the county where the property is located, or the state Department of Revenue. 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. . 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. Click Here or Call (855) 324-7891 to Connect With a Probate Lawyer serving Casa Grande, Arizona. 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. Define The Relationship To The Arizona Decedent. . does licking a canker sore make it worse richard schwahn one tree hill . If the Affiant is the Arizona Decedents Parent and the only Survivor to the Decedent, then mark the checkbox corresponding to the fourth statement. endstream endobj startxref Delaware: Real property: $30,000: District of Columbia-$40,000: Florida-Typically $75,000, but varies by county: Georgia . Seek instruction from this Party before executing this document. Board of Supervisors. 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. 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. . June 22, 2022; Posted by . If seeking real property, submit the completed, signed, notarized form to a probate court in the county where the decedent lived. 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. Frequently Asked Questions about Arizona Probate Law, Schedule Your Free Probate Consultation Today. Locate the deed to the Arizona Decedents property then reproduce the legal description of the property to Section 4. We were also happy with our initial consultation: We've read some people charge for this if you don't hire them. 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. 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 state also allows for the transferring of real property for small estates by affidavit. (25) Total Amount Owed. The small estate affidavit process may only be used in cases where probate is not required. 14-3971.Collection of personal property by affidavit; ownership of vehicles; affidavit of succession to real property. Probate . He was prompt and listened to our needs and made very good suggestions. 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. 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. Produce all digits making up the Arizona Decedents social security number. Packet 01 - Appointment of Personal Representative Executor. More than one checkbox may be selected so long as it accurately defines a subject matter relevant to this petition. Collection of personal property affidavit. Non-Probate Affidavit . Library File Link: 32-6901. The state of Arizona uses the Small Estate Affidavit process to transfer assets from the deceased to their heirs without going through probate. Set as Default Template The death certificate can be obtained from the local health department for a nominal fee. He created read more, My wife and I met with Jeff regarding some probate issues, nothing difficult, but foreign to us. (37) Case Number. If the Filer is an Attorney, then the name of the Affiant must be presented. Rowley Chapman & Barney, Ltd. can help you with estate planning, or any other legal issues in Arizona. (30) County. We very much appreciate the legal services provided by Jeffrey. (7) Filer Status. A small estate affidavit allows you to speed up the process of delivering things that are owed to people. (1) Person Filing. Consult the Arizona Decedents death certificate then document the noted place of his or her death. Free Small Estate Affidavit Form La Paz County Arizona If the Filer is an Attorney, then his or her bar number must be included with his or her information above. (73) Matter Of Estate. Get form. 2) Your child is discontinuing homeschooling or private schooling and returning to a public school. 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. How to fill out a Small Estate Affidavit Arizona form. What Happens if No One Applies for Probate? That due-on-sale clause means that the mortgage in question will automatically become due and payable when the property is transferred. 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. When the affidavit is filed, it must be accompanied by a certified copy of the death certificate, along with the original will (if there is one). He prepared our Estate Plan documents on a timely basis for a reasonable price. English. There are different types of small-estate affidavits for personal and real property, each with their own waiting periods: Once signed and notarized, the affidavits must be filed with the probate court in the county where the property is physically located. Manually operated gated are. 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. Search for cases using statewide search . Sunny, with a high near 66. The heirs must also state that the value of the real property is not more than $100,000 as of the date of death. Under Arizona law the motor vehicle division . We serve clients in the Phoenix metropolitan area. Home Practice Areas Probate Small Estate Affidavits in Arizona. Does A Beneficiary Have The Right To See A Trust? The purpose of the document is to avoid court and probate when appropriate. 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. In addition, Jeffrey is very personable. (12) Relationship To Arizona Decedent. Sign your name to declare the content of this paperwork is as accurate as possible. The County where this paperwork is filed should be produced to the top of the page. It is important to understand the process of transferring property through the small estate affidavit process. . JUVENILE ONLY: Annual Report of Guardian for a Minor w/Physicians Annual Report. The petitioner must also verify that the net value of the decedents property (minus debts) qualifies for small-estate treatment. 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. (93) Greater Or Equal Right Relinquishment. Purpose: Residency affidavit to be eligible for an Arizona Travel-Compliant Driver License or Non-operating ID. Select the checkbox corresponding to the Interpreter statement if anyone producing this document or receiving this document requires a formal interpretation of its content. This parcel borders Coronado National Forest and Arizona Trail is nearby. You will need to contact the school directly for enrollment or re-enrollment back into public school or into private school. Or mailed to: Pinal County School Office. For purposes of the affidavit, the county of filing is the county where the property is physically located. It must be notarized by an Arizona notary public. 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. 14-3971) FOR TRANSFER OF PROPERTY WHEN PERSON HAS DIED . 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. Beneficiaries will need to weigh the inconvenience of waiting the six months against the added expense of the informal probate petition. Russo Law Group, P.C. In order to use the small estate affidavit of succession for real property, you must wait 6 months after the person has died. At least thirty (30) days must pass before the transfer of personal property. In cases where the home is the only significant asset, the value of the property may mean that the small estate affidavit cannot be used. Library File Link: 40-5143. Select the ninth definition if there is more than one Affiant behind this document, none of the Affiants are sole Heirs, and every other Heir has provided an affidavit releasing their interests to the Affiants behind this paperwork. Step 1 Download in Adobe PDF or Microsoft Word (.doc). Display: Small Estate; Affidavit of Heirship . File size / Pages: 70kb ; 1pg . He asked all the right questions and provided the answers to our concerns. This clause may not apply if the surviving relative continues to live in the home. How Do You Transfer Real Estate Using a Small Estate Affidavit? (98) Release From Greater Or Equal Right Heirs. arizona small estate affidavit pinal county. homes for sale in fishersville, va; 22 . However, it's important to know that only probate assets are counted toward these limits. (100) Named As Heir To Estate In Will. Change of Address in a Non-Criminal Case. 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. If the decedents personal property bank accounts, vehicles, other non-real estate property values less. Select the appropriate statements check box to indicate that the Arizona Decedent passed away without a Spouse who owned the real property communally. The second step of the small estate affidavit filing process is to record the affidavit in the same county. Get form. (11) Place Of Death. They're used to simplify the probate process for estates valued at $50,000 or less. If this is the case, we would identify all of those in the affidavit. This paperwork can be filed by one of several types of Parties. 0 (10) Date Of Death. He created our Durable Power of Attorney, our Durable Health Care Power of Attorney, Our Living Will and our Last Will and Testament. Information on the various Courts in Pinal County, Information on careers with the Pinal County Superior Court. (21) Location, Or Who Has Property Now. Hours and Locations; Online Services; Driver Services; . Hear what is happening in Pinal County Court and Hearing Rooms. (81) Legal Description. Current Employer Information. Florence, AZ 85132. Weather forecast provided by weather.gov. He is very pleasant to work with and I highly recommend him to anyone needing help with estate planning. Free Small Estate Affidavit Form Apache County Arizona Jeff Hall, My wife and I met with Jeff regarding some probate issues, nothing difficult, but foreign to us. (105) Printed Name Of Person. (28) Signature Date. The estate value must be less than $100,000 minus all the liens and any other encumbrances when the decedent passed . Medical Excuse from Arizona Superior Jury Form 2009-2023. For civil, small claims, and . The procedure is typically carried out by the decedent's surviving spouse and/or children but can be initiated by anyone claiming to be a legitimate heir at law . 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. Transcribe the Arizona Decedents formal calendar date of death to Section B. 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. (68) Lawyers Bar Number. Southeast wind 6 to 13 mph becoming west in the afternoon. I do not know if we could have completed the process without this listing. Fill out and print a free Small Estate Affidavit form for Arizona in just minutes online. The death certificate of the Arizona Decedent will have the official date of death. By using the website, you agree to our use of cookies to analyze website traffic and improve your experience on our website. Get form. Mesa40 N Center St Suite 200Mesa, AZ 85201, Scottsdale5635 N. Scottsdale Rd, Ste. did he or she hold a deed of ownership and if so, what kind of deed) as well as whether he or she was partial owner of the real property or only had a claim to real property. Produce the dollar sum of values entered for the Arizona Decedents listed personal property. Pinaljury Az Gov 2005-2023 Form. Complete this area with the Representatives phone number at work as well as his or her email address. 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). Small estate affidavit. 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. 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. 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.