If the affidavit is accepted by the court, the property can be transferred to the designated heirs. 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). 75 N. Bailey Street. ARIZONA TAX CREDIT SCHOOL PARTNERSHIP APPLICATION - aztxcr. 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 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. The amount must be not more than $5000 owed. Free Small Estate Affidavit Form Cochise County Arizona (86) Greatest Interest Surviving Minor/Dependents. 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. Here are some of the most commonly asked questions about small estate affidavits, also known as Affidavit for Succession to Real Property, in the state of Arizona. | (93) Greater Or Equal Right Relinquishment. Call our Probate team at (480) 467-4365 to discuss your case today. There will be a few additional areas for this purpose. Excellent and timely serviceRobert. Begin Section 10 by selecting the first or second checkbox from the Reason statement. 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. By using this website, you agree to our use of cookies to analyze web traffic and improve your experience on our website. (17) Rightful Survivors Sign Over Rights In Will. A form used to simplify the probate process for small estates. The information presented at this site should not be construed to be legal advice. Welcome to Pinal County Court System. However, it's important to know that only probate assets are counted toward these limits. All rights reserved. He is very pleasant to work with and I highly recommend him to anyone needing help with estate planning. | In this case, it is known as a small estate. If the Affiant is the Arizona Decedents Parent and the only Survivor to the Decedent, then mark the checkbox corresponding to the fourth statement. (2) Address. List every debt owed to the Arizona Decedent where requested. A certified copy of the death certificate and a copy of the will, if any, must be attached to each affidavit, along with title documents for real estate and other large assets. . This issue may need to be handled by the Notary Public in attendance of the signing. Free Small Estate Affidavit Form Graham County Arizona I do not know if we could have completed the process without this listing. Russo Law Group, P.C. If the Petitioner is not represented by an Attorney, then select the appropriate checkbox to present this fact. West northwest wind 5 to 8 mph becoming east southeast after midnight. 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. (53) Name. 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. 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. Information on Collecting Personal Property. 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. A general personal representative excludes a special administrator. We contacted Jeff to draft a Will and also to solicit advice concerning estate planning. 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. The Maricopa County, Arizona Small Estate Affidavit Form is pursuant to Arizona Law, Sec. The Petitioner behind this document must date the signature he or she has provided. 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. Here's a quick summary of the new gift, estate, and inheritance changes that came along in 2022. For purposes of the small estate affidavit process, the value of the real property will be determined using the assessed value of the property for the current year, less any outstanding debt. Search for Case AZ Statewide. The use of a Small Estate Affidavit for Arizona is limited to situations where the deceased person did not have a lot of assets. (15) Affiant Status. Form Number: 10695. . Conservator Account Forms (Forms 5-9): Throughout the conservatorship . The value of all of the. 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. You will need to contact the school directly for enrollment or re-enrollment back into public school or into private school. Great communicator, very knowledgeable and patient. This testimony will be provided through the notarization process he or she will complete to the area directly below the Affiants signature. 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. (27) Printed Name. Get form. If this is not the case, then do not select this statement. New India Assurance Renewal Copy Online. He was so efficient and covered all my personal concerns. 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. Aunt was AZ resident and died in AZ. Produce the full name and the current address and (if possible) phone number of the Debtor owing the defined amount for the debt reported. (16) Assigned Interest By Rightful Survivors. Small estate affidavit. You have permission to use them for any lawful purpose. You may use the forms and instructions in this packet if . Free Small Estate Affidavit Form Pima County Arizona (73) Matter Of Estate. (100) Named As Heir To Estate In Will. %%EOF APN. 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). 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. (79) Affiant(s)/Decedent Relationship. 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. This website is designed for general information only. He was very responsive, professional and helpful. Our mission is to administer timely and efficent justice with respect and fairness to all. Box 769. In Arizona, a personal representative is appointed by the court. The small estate affidavit process may only be used in cases where probate is not required. Our mission is to administer timely and efficent justice with respect and fairness to all. An Arizona Small Estate Affidavit must be notarized. 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. 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. Produce all digits making up the Arizona Decedents social security number. (9) Name Of Person Who Died. Sign your name to declare the content of this paperwork is as accurate as possible. 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. To learn more about how Jeffrey P. Hall, PLLC, can assist you in determining whether you can use a small-estate affidavit and in completing the process. Get form. The Arizona Decedent this document concerns must be named. 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. The family would need to submit an affidavit to the court showing the assets and a copy of the will . Florence, AZ 85132. 14-3971 (B), ARS. SMALL ESTATE AFFIDAVIT(S) FOR TRANSFER (A.R.S. (97) Affiant As Sole Heir. (58) Name. 01. 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. Select the checkbox corresponding to the Interpreter statement if anyone producing this document or receiving this document requires a formal interpretation of its content. (95) Surviving Children Of Affiant. Free Small Estate Affidavit Form Mohave County Arizona (44) Filer Information. The term "Probate Court" is used generically to reference the court that hears not only estate probate and intestate matters but also a variety of other cases that traditionally involve filings in the areas of guardianship, conservatorship, elder fraud, and physical abuse. Collection of personal property affidavit. MVD Services. Affidavit of Direct Child Support Payments. If the Filer is an Attorney, then the name of the Affiant must be presented. If the Affiant(s) is named in the Arizona Decedents will then locate the fourth checkbox statement in Section 10 and select it. 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 . Notice of the filing must be given to all known heirs. 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. 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. (76) Deceased. Althoug We are so happy to have found Jeffrey. 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. June 22, 2022; Posted by . Set as Default Template Print your name before executing your signature. In Arizona, the Small Estate Affidavit may be filed if a decedent's real property has been valued at . (33) Petitioner For Arizona Decedent Real Property. Probate . (26) Signature Of Person Making Affidavit. Hear what is happening in Pinal County Court and Hearing Rooms. How Long Do You Have to File Probate After Death? 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). He created our Durable Power of Attorney, our Durable Health Care Power of Attorney, Our Living Will and our Last Will and Testament. 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. 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. Sunny, with a high near 66. 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. Home Practice Areas Probate Small Estate Affidavits in Arizona. 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. Dave O. Jeff Hall did an excellent and timely job of providing my wife and I with a new living trust after we relocated to Arizona. If the Representative has a mailing address that is separate from his or her physical address, then both must be recorded. 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. Free Small Estate Affidavit Form Gila County Arizona . Affidavit of Heirship: Arizona does not force family or other inheritors to initiate the heirship process immediately after death, but allows grieving families to wait up to 2 years before completing and filing the affidavit of heirship. We prepare, file, serve, track deadlines and ensure that all rules of procedure are followed. Or mailed to: Pinal County School Office. (56) Contact Information. 0 (7) Filer Status. The small estate affidavit process may only be used in cases where probate is not required. Other Forms You May Need. dementia) or an Adult that requires inpatient psychiatric treatment then select the appropriate code and definition from Section 230 Guardianship.. (54) Licensing Status. Spoiler alert: very few people now have to pay these taxes. (92) Sole Heir Of No-Will Arizona Decedent. | 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. The total value of the estates personal property, including cash, bank accounts, stocks, bonds, jewelry and automobiles, cannot exceed $75,000. Departments that will help you traverse the court system. Click here for answers to Frequently Asked Questions. Electronic Payment Authorization. INFORMATION ABOUT PERSON WHO DIED: 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. Pinal County, formed in February 1875, comprises 5,376 square miles. He was very professional and timely in providing these services. Child Support Calculator - Link to AZCourts Website. If however, the property had a loan on it the value is determined by the unpaid principal balance due on the debt as of the date of death. More Real Estate Resources. Define The Relationship To The Arizona Decedent. It is important to understand the process of transferring property through the small estate affidavit process. Produce your full name at the top of this page to identify yourself as the Filer of this document. Fill out and print a free Small Estate Affidavit form for Arizona in just minutes online. (35) Lawyer Information. 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. (39) 220 Conservator. 27/9 1 Help. This paperwork requires an Arizona-recognized Notary Public to observe the signature process. Fill out and print a free Arizona Small Estate Affidavit form in just minutes online. In the small estate affidavit of succession, the heirs must state that a personal representative has not been appointed or that an application for a personal representative is not pending. Frequently Asked Questions about Arizona Probate Law, Schedule Your Free Probate Consultation Today. Estate Planning This requires a formal written release from the Arizona Decedents Heirs to be attached to this document. He created read more, My wife and I met with Jeff regarding some probate issues, nothing difficult, but foreign to us. (22) Description. (41) 240 Guardianship-Conservator Combination. The person completing the Small Estate Affidavit Arizona form must also swear to make proper notice to other claimants, if any. (6) Licensed Fiduciary Number. Southeast wind 6 to 13 mph becoming west in the afternoon. Information for residents who have the privilege to serve on a Jury. 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. They're used to simplify the probate process for estates valued at $50,000 or less. (18) Delivered Interests To Affiant. A.R.S. West wind 5 to 7 mph becoming light and variable in the evening. Approaching and working with a lawyer can be intimidating. In addition, there can be no federal or state estate tax due. How Does the Probate Process Start in Arizona? Locate the deed to the Arizona Decedents property then reproduce the legal description of the property to Section 4. Arizona Small Business Income Tax Highlights; Affidavit for Collection of Personal Property . If this is not a correction or update, then leave this checkbox unmarked. Martindale-Hubbell and martindale.com are registered trademarks; AV, BV, AV Preeminent and BV Distinguished are registered certification marks; Lawyers.com and the Martindale-Hubbell Peer Review Rated Icon are service marks; and Martindale-Hubbell Peer Review Ratings are trademarks of MH Sub I, LLC, used under license. Packet 04 - Closing the Estate. 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. 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. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. (62) Arizona Decedent Social Security Number. The death certificate can be obtained from the local health department for a nominal fee. Electronic Child Support Submission | See ExpertPay or call - 1 (800) 403-0879. (89) Arizona Decedent With No Will. The state of Arizona uses the Small Estate Affidavit process to transfer assets from the deceased to their heirs without going through probate. (36) Interpreter. 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. Zoning summary. He knows what its like to be a public servant and I highly recommend anyone in the professions of police, fire and the military to contact him.Respectfully, Frank Marcell Tempe, Arizona, Recently, Jeffrey P. Hall, PLLC, prepared the necessary legal document to establish a living trust for my wife and me. The top of the next page must display the case number for this matter. Electronic Payment Authorization. A checklist of topics with their appropriate State Codes has been supplied to review. 59th Annual Meeting Registration - California Forest Pest - caforestpestcouncil. My wife and I highly recommend Jeffrey for these legal services. 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. 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. Get form. Copyright 2023 MH Sub I, LLC. A certified copy of the death certificate is also required to be filed along with the Small Estate Affidavit in Arizona. 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. Dispense the entire name of the Arizona Decedent to Section 1. Arizona Code of Judicial Administration (ACJA), Chapter 3. in the estate of the person who died If the Affiant (or Petitioner) is named in the will of the Arizona Decedent to receive control of the estate, then the first checkbox statement of Section 6 should be marked. To do so, select the Updated checkbox. 14-2401 through 14-2405. The Individual submitting this document must self-identify at the beginning of this declaration. (29) Arizona Notarization. Add all the amounts that are owed to the Arizona Precedent then dispense the sum at the end of this section. (43) Signature Of Petitioner Or Petitioners Attorney. Arrearage Calculation Request. Section 7 is where every piece of personal property owned by the Arizona Decedent must be documented. 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). (101) Release Of Property From Those Named In Will. 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. Probating an estate in Arizona is far less complicated and expensive than in many other states. The federal estate and gift tax exemption increased from $5,000,000 in 2017 to $10,000,000 in 2018, indexed to inflation. Purpose: For obtaining title to the vehicle from a deceased vehicle owner's estate. The Arizona County where this issue is filed should be displayed at the top of the page.