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Edited by pricelawfirm. When a person dies with less than $150,000 of assets, there is a procedure to transfer the assets of his or her estate to his or her heirs without going to probate court.
California Small Estate Affidavit InstructionsObtain and complete the California small estate affidavit. You must obtain the form used by the probate court in the county where the deceased was a resident.Include attachments.Obtain other signatures.Get the documents notarized.Transfer the property.
If the heirs are only looking to transfer the real estate, with no personal possessions, Form DE-310 must be completed and filed. Signing Requirements Must be notarized (Prob. Code § 13104(e)).
Small Estate Affidavit Process in TexasName and address of decedent.Date of death.Description of assets.Description of debts.Names and addresses of distributes.Signatures of distributees.
California Small Estate Affidavit InstructionsObtain and complete the California small estate affidavit. You must obtain the form used by the probate court in the county where the deceased was a resident.Include attachments.Obtain other signatures.Get the documents notarized.Transfer the property.
Affidavit 13100 is a legal document used in California to transfer personal property, such as bank accounts or stocks, of a deceased person who had a small estate.
An individual who is entitled to the personal property of a deceased person and meets certain criteria can fill out Affidavit 13100 in California.
To fill out Affidavit 13100, the total value of the personal property of the deceased person's estate must not exceed $166,250, and there must be no real property involved.
To fill out Affidavit 13100, you need to provide information about the deceased person, the value of the personal property being transferred, and your relationship to the deceased.
No, Affidavit 13100 can only be used to transfer personal property, such as bank accounts, stocks, bonds, or vehicles. It cannot be used for real estate property.
No, there are no filing fees associated with filling out Affidavit 13100 in California.
The processing time for Affidavit 13100 varies, but it typically takes about four to six weeks for the transfer of personal property to be complete.
Yes, you can still use Affidavit 13100 even if the deceased person had debts. However, the personal property transferred using the affidavit may become liable for the payment of those debts.
While it is not necessary to consult a lawyer to fill out Affidavit 13100, it is recommended to seek legal advice if you have any doubts or complex situations.
If you make a mistake on Affidavit 13100, it is important to correct it as soon as possible. You may need to consult the county clerk's office for the proper procedure in your jurisdiction.
Small Estates General Summary: Small Estate laws were enacted in order to enable heirs to obtain property of the deceased without probate, or with shortened probate proceedings, provided certain conditions are met. Small estates can be administered with less time and cost. If the deceased had conveyed most property to a trust but there remains some property, small estate laws may also be available. Small Estate procedures may generally be used regardless of whether there was a Will. In general, the two forms of small estate procedures are recognized:
1. Small Estate Affidavit Some States allow an affidavit to be executed by the spouse and/or heirs of the deceased and present the affidavit to the holder of property such as a bank to obtain property of the deceased. Other states require that the affidavit be filed with the Court. The main requirement before you may use an affidavit is that the value of the personal and/or real property of the estate not exceed a certain value.California Summary: Pursuant to California statute, if the value of an estate does not exceed $150,000, and forty days have elapsed since the death of the decedent, the successor of the decedent may demand payment on any debts owed to the decedent through a small estate affidavit.
California Requirements:
California requirements are found in the following statutes:
13100.
Excluding the property described in Section 13050, if the gross value of the decedent s real and personal property in this state does not exceed one hundred fifty thousand dollars ($150,000) and if 40 days have elapsed since the death of the decedent, the successor of the decedent may, without procuring letters of administration or awaiting probate of the will, do any of the following with respect to one or more particular items of property:
(a) Collect any particular item of property that is money due the decedent.13101.
(a) To collect money, receive tangible personal property, or have evidences of a debt, obligation, interest, right, security, or chose in action transferred under this chapter, an affidavit or a declaration under penalty of perjury under the laws of this state shall be furnished to the holder of the decedent s property stating all of the following:(Amended by Stats. 2011, Ch. 117, Sec. 5. Effective January 1, 2012.)
13102.
(a) If the decedent had evidence of ownership of the property described in the affidavit or declaration and the holder of the property would have had the right to require presentation of the evidence of ownership before the duty of the holder to pay, deliver, or transfer the property to the decedent would have arisen, the evidence of ownership, if available, shall be presented with the affidavit or declaration to the holder of the decedent s property.(Enacted by Stats. 1990, Ch. 79.)
13103
If the estate of the decedent includes any real property in this state, the affidavit or declaration shall be accompanied by an inventory and appraisal of the real property. The inventory and appraisal of the real property shall be made as provided in Part 3 (commencing with Section 8800) of Division 7. The appraisal shall be made by a probate referee selected by the affiant or declarant from those probate referees appointed by the Controller under Section 400 to appraise property in the county where the real property is located.
(Enacted by Stats. 1990, Ch. 79.)
13104.
(a) Reasonable proof of the identity of each person executing the affidavit or declaration shall be provided to the holder of the decedent s property.(Enacted by Stats. 1990, Ch. 79.)
Small Estates General Summary: Small Estate laws were enacted in order to enable heirs to obtain property of the deceased without probate, or with shortened probate proceedings, provided certain conditions are met. Small estates can be administered with less time and cost. If the deceased had conveyed most property to a trust but there remains some property, small estate laws may also be available. Small Estate procedures may generally be used regardless of whether there was a Will. In general, the two forms of small estate procedures are recognized:
1. Small Estate Affidavit Some States allow an affidavit to be executed by the spouse and/or heirs of the deceased and present the affidavit to the holder of property such as a bank to obtain property of the deceased. Other states require that the affidavit be filed with the Court. The main requirement before you may use an affidavit is that the value of the personal and/or real property of the estate not exceed a certain value.California Summary: Pursuant to California statute, if the value of an estate does not exceed $150,000, and forty days have elapsed since the death of the decedent, the successor of the decedent may demand payment on any debts owed to the decedent through a small estate affidavit.
California Requirements:
California requirements are found in the following statutes:
13100.
Excluding the property described in Section 13050, if the gross value of the decedent s real and personal property in this state does not exceed one hundred fifty thousand dollars ($150,000) and if 40 days have elapsed since the death of the decedent, the successor of the decedent may, without procuring letters of administration or awaiting probate of the will, do any of the following with respect to one or more particular items of property:
(a) Collect any particular item of property that is money due the decedent.13101.
(a) To collect money, receive tangible personal property, or have evidences of a debt, obligation, interest, right, security, or chose in action transferred under this chapter, an affidavit or a declaration under penalty of perjury under the laws of this state shall be furnished to the holder of the decedent s property stating all of the following:(Amended by Stats. 2011, Ch. 117, Sec. 5. Effective January 1, 2012.)
13102.
(a) If the decedent had evidence of ownership of the property described in the affidavit or declaration and the holder of the property would have had the right to require presentation of the evidence of ownership before the duty of the holder to pay, deliver, or transfer the property to the decedent would have arisen, the evidence of ownership, if available, shall be presented with the affidavit or declaration to the holder of the decedent s property.(Enacted by Stats. 1990, Ch. 79.)
13103
If the estate of the decedent includes any real property in this state, the affidavit or declaration shall be accompanied by an inventory and appraisal of the real property. The inventory and appraisal of the real property shall be made as provided in Part 3 (commencing with Section 8800) of Division 7. The appraisal shall be made by a probate referee selected by the affiant or declarant from those probate referees appointed by the Controller under Section 400 to appraise property in the county where the real property is located.
(Enacted by Stats. 1990, Ch. 79.)
13104.
(a) Reasonable proof of the identity of each person executing the affidavit or declaration shall be provided to the holder of the decedent s property.(Enacted by Stats. 1990, Ch. 79.)