Recommendation re. PDF Revised 10.19.17 AFFIDAVIT TO COLLECT PERSONAL PROPERTY Step 1 Download in Adobe PDF or Microsoft Word (.doc). 75 N. Bailey Street. (101) Release Of Property From Those Named In Will. If the entire value of the decedents equity real estate interest is less than $100,000, then the property may be transferred to the designated heir using the small estate affidavit process. Mostly clear, with a low around 44. Welcome to Pinal County Court System. Quick Links. This process begins with a report of the current date. (22) Total Value. (54) Licensing Status. 1. The appropriate court may be a surrogates court, probate court or circuit court, whichever is responsible for probate matters where the person died in Arizona and the estate is located. Arizona Probate Forms and Resources Section 8 will discuss all debts the Arizona Decedent was qualified to collect when he or she experienced death. 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. A.R.S. 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. Jury Information . It is possible that there are multiple ways that you are entitled to the property. Preparing the small estate affidavit of succession for real or personal property is just one the services we offer. English. For purposes of the affidavit, the county of filing is the county where the property is physically located. If you are an Attorney working on behalf of the Affiant through this filing, then your bar number must be furnished for proper identification. Write the Descendant's Personal Information. A personal representative is also commonly referred to as an executor. Weather forecast provided by weather.gov. Small Estate Affidavits in Arizona - JacksonWhite Probate Law SMALL ESTATE AFFIDAVIT(S) FOR TRANSFER (A.R.S. 27/9 1 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. small estate affidavit arizona. The person died without a will and you are the sole heir. Transfer of Small Estate by Affidavit. 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. 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. Arizona Affidavit of Heirship (Real Estate), Arizona Small Estate Affidavit | Affidavit of Heirship, Arizona Small Estate Affidavit (Personal Property). hbbd``bu@)H ,De "l@(KD( w@H 14-3971 (B), ARS. Affidavit of Succession, Proof of Authority, Ancillary Probate | AZ 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. (76) Deceased. 307-12-033E. (39) 220 Conservator. 14-3971.Collection of personal property by affidavit; ownership of vehicles; affidavit of succession to real property. He was prompt and listened to our needs and made very good suggestions. June 3, 2020 If the Representative has a mailing address that is separate from his or her physical address, then both must be recorded. As Staff Page Only, Template: Southeast wind 6 to 13 mph becoming west in the afternoon. Black Living Room End Tables. (87) Named In Will. We very much appreciate the legal services provided by Jeffrey. If a Licensed Fiduciary is involved, his or her complete license number is required. Furthermore, If the Representative being identified is a Licensed Fiduciary then provide his or her license information to the area requesting it. | Packet Pima County 2012-2023 Form. By using the website, you agree to our use of cookies to analyze website traffic and improve your experience on our website. In addition, there can be no federal or state estate tax due. Once the Affiants have provided his or her signature, the Notary will complete the area that follows to authenticate his or her signature. If this is not a correction or update, then leave this checkbox unmarked. Estate Planning List every debt owed to the Arizona Decedent where requested. (36) Interpreter. For Sale: 10 Acres S Owl Cove Rd, Marana, AZ 85658 $115,000 MLS# 22228628 Beautiful, saguaro studded 10 acres of vacant land, bordered by Federal land to the west. At least six (6) monthsmust pass before the transfer of real property. 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. In addition, Jeffrey is very personable. (75) Single Or Multiple Petitioners. (104) Signature Of Person Making Affidavit. (29) Arizona Notarization. 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. The first step is to file the affidavit with the county probate court. This should be presented immediately upon signing as the current calendar date at the time. Produce the full name and the current address and (if possible) phone number of the Debtor owing the defined amount for the debt reported. My wife and I felt very comfortable with Jeff. Non-Probate Affidavit . Instead, give the completed, signed, notarized form to the person or entity holding the asset to be transferred. Dispense the entire name of the Arizona Decedent to Section 1. (62) Arizona Decedent Social Security Number. If seeking real property, submit the completed, signed, notarized form to a probate court in the county where the decedent lived. Collection of personal property affidavit. ARIZONA TAX CREDIT SCHOOL PARTNERSHIP APPLICATION - aztxcr. The Arizona Decedent this document concerns must be named. The top of the next page must display the case number for this matter. Free Small Estate Affidavit Form Navajo County Arizona Visit the appropriate court office. Order of Appointment of a Permanent Guardian and/or Conservator for an Adult. Title. (70) Filer Status. His knowledge of estate planning greatly contributed toward for our peace of mind. (30) County. Approaching and working with a lawyer can be intimidating. 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. My husband Steve and I relocated to Arizona from another U.S. state so we wanted to update all of our estate planning documents. Information on Collecting Personal Property. The County where this paperwork is filed should be produced to the top of the page. (33) Petitioner For Arizona Decedent Real Property. (37) Case Number. 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. The surviving spouse must also state that there is no application or petition for the appointment of a personal representative, the personal representative has been discharged or it has been more than one year since a closing statement for the estate has been filed. 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. arizona small estate affidavit pinal county Understanding Arizona's Small-Estate Affidavit Procedure 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. Pinal County, AZ Inheritance Law Guide - LegalConsumer.com Manually operated gated are. 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 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. How to File an Affidavit for the Collection of a Small Estate What is a Small Estate Affidavit? What You Need to Know - Trust & Will He was very responsive, professional and helpful. 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. You'll also find links to: Free Arizona Small Estate Affidavit Form - PDF - eForms You are required to be guided by the order and comply with its provisions. 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. 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. (41) 240 Guardianship-Conservator Combination. Superior Court of Arizona in Pinal County November 29, 2004 ALL . property that is both tangible and intangible). ancillary, trust ), whether this is formal or informal probate of the Decedents Will or some Other action which must be documented as requested by marking the appropriate checkbox. The address, telephone number, and email address where the Filer of this affidavit can be contacted must be furnished with the Filers identity. If the value of the personal property or real property exceeds these amounts, probate is necessary. Report the amount of money owed for the debt reported. The signers must also state that no other people besides those signing have a right to the property. That is because the proceeds of the home sale may be needed to settle the expenses of the estate. Box 769. 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. Free Small Estate Affidavit Form Cochise County Arizona If this petition will concern a Guardianship-Conservator combination where at least one Party involved can be considered a Minor or severely debilitated Adult who requires representation then locate and use Section 240s choices to establish this fact. Indicate if the Representative is a licensed Fiduciary by selecting the checkbox labeled Yes. Otherwise, select the No box. What is a small estate affidavit? - Policygenius (1) Person Filing. 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. 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. Published That due-on-sale clause means that the mortgage in question will automatically become due and payable when the property is transferred. 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. 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. He asked all the right questions and provided the answers to our concerns. At any time after the death of a decedent, any employer owing wages, salary or other compensation for personal services of the decedent shall pay to the surviving spouse of the decedent the amount owing, not in excess of $5,000, on being presented an affidavit made by or on . Packet 03 - Administration of the Estate. Probate - Small Estate Transfers - Packet # 92 Personal Property - not The family would need to submit an affidavit to the court showing the assets and a copy of the will . personal property (cash, bank accounts, stocks and bonds, cars, jewelry, money owed to the person who died, etc.) 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. (6) Licensed Fiduciary Number. arizona small estate affidavit pinal county Select the first checkbox statement in Section 10 if the Affiant is the Spouse of the Arizona Decedent and can claim the concerned real property of the estate through A.R.S. Listen. If this checkbox is selected, produce the name of each Party who requires the Interpreters services. 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. At least thirty (30) days must pass before the transfer of personal property. dementia) or an Adult that requires inpatient psychiatric treatment then select the appropriate code and definition from Section 230 Guardianship.. (95) Surviving Children Of Affiant. By Declare your relationship to the Arizona Decedent in Section 3. Seek instruction from this Party before executing this document. Free Arizona Small Estate Affidavit Form (PDF) | FormsPal 2) Your child is discontinuing homeschooling or private schooling and returning to a public school. Information for residents who have the privilege to serve on a Jury. . Pinal County Superintendent Office - Home School Affidavit Q & A It is important to understand the process of transferring property through the small estate affidavit process. (22) Description. He is very pleasant to work with and I highly recommend him to anyone needing help with estate planning. Arizona Small Estate Affidavit | Affidavit of Heirship, Arizona Affidavit of Heirship (Real Estate), Arizona Small Estate Affidavit (Personal Property). Annual Report of Guardian for Adult/Protected Person w/Physicians Annual Report. 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. 14-3971. This issue may need to be handled by the Notary Public in attendance of the signing. Call our Probate team at (480) 467-4365 to discuss your case today. My wife and I highly recommend Jeffrey for these legal services. The affidavit must describe the property and what ownership interest the person who died had in the property. Maricopa County provides small estate affidavit forms; check with your county to find out how you can obtain the right forms. 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. arizona small estate affidavit pinal county Other Probate Forms. Arizona Legal Forms | SignNow 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. He avoids the use of legalize and explained every step of the process using terminology my wife and I could fully and completely understand. Contact our office to today to start the process for your small estate affidavit of succession. Probate is a legal process that goes through the local courts in the county where the deceased person lived. Website Navigation Pinal County 31 N Pinal Street Florence, AZ 85132. 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. Law Enforcement Resources/AZ Crash Report/Training Resources . (38) 200 Estate. According to the California Probate Code 13200, a small estate is considered $166,250. See our profile at Lawyers.com or Martindale.com. 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. STATE OF ARIZONA ) )ss PINAL COUNTY ) I , being first duly sworn, do upon my oath, hereby state as follows: 1. Select My or Our to indicate if one or more Affiants are submitting this document then discuss the nature of each Affiants relationship to the Arizona Decedent. (31) Case Number. You will need to contact the school directly for enrollment or re-enrollment back into public school or into private school. How to fill out a Small Estate Affidavit Arizona form. Small Estate Probate | Coconino - Coconino County, Arizona If seeking real property, submit the completed, signed, notarized form to a probate court in the county where the decedent lived. 1) Your child isdiscontinuing public school to homeschool. 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). 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. This calendar date should be presented. 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. In those cases, the mortgage will probably include a due-on-sale clause. Nestled between Maricopa County (Phoenix) and Pima County (Tucson), Pinal County is home to over 439,128 residents. (84) Petitioning Spouse. File size / Pages: 70kb ; 1pg . (73) Matter Of Estate. After signing this document the Affiant should print his or her name. Copyright 2023 MH Sub I, LLC. While there is no formal process as to how an Arizona Small Estate Affidavit must be drafted, a few relevant specifics must be included: Sometimes an Arizona Small Estate Affidavit might not be the right course of action, depending on the deceased persons assets and the conditions of their financial health. 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. Get form. If the entire value of the decedent's equity real estate . 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. (69) Licensed Fiduciary Number. If this is not the case, then do not select this statement. 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. 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.
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