2006 0 obj <> endobj Home Practice Areas Probate Small Estate Affidavits in Arizona. 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. Current Employer Information. The heirs must also state that the value of the real property is not more than $100,000 as of the date of death. (54) Licensing Status. Jeff is a great attorney and I would recommend him to anyone needing legal advice or 2/23 Partly cloudy, with a low around 46. 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. This selection should only be chosen if the Arizona Decedent did not have a will. His knowledge of estate planning greatly contributed toward for our peace of mind. Thirty days must have passed since the date of death as certified in the death certificate. Posted on Aug 8, 2016. 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. In most cases, you can obtain a copy of the deed from the County Recorders Office where the property is located. . 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. Information for residents who have the privilege to serve on a Jury. Court and Hearing room cases occurring today. Read More. Once this is done it will be time to define the Affiants status to the Arizona Decedents estate and (if relevant) last will and testament by selecting the appropriate definition(s) from the list below. 3) Your childis discontinuing public school to attend a private school. JUVENILE ONLY: Annual Report of Guardian for a Minor w/Physicians Annual Report. 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. While the price of handling an estate will vary, you can expect to spend at least $1000 on an a small estate affidavit, plus any additional expenses. | 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. 0 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). 2023 Pinal County Superintendent Office. Resolution Statement 2013-2023 Form. The family would need to submit an affidavit to the court showing the assets and a copy of the will . 1. (75) Single Or Multiple Petitioners. 14-3971 (Collection of Personal Property by Affidavit). 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. (29) Arizona Notarization. Contact our office to today to start the process for your small estate affidavit of succession. Excellent and timely serviceRobert. Produce your full name at the top of this page to identify yourself as the Filer of this document. 27/9 1 (76) Deceased. It is possible that there are multiple ways that you are entitled to the property. 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. ORIGINALS WILL BE MAILED BACK VIA CERTIFIED MAIL. (32) Wards, Decedents, Trusts, Or Individuals. Frequently Asked Questions about Arizona Probate Law, Schedule Your Free Probate Consultation Today. The death certificate can be obtained from the local health department for a nominal fee. 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. Select the first statement from the list of options provided If the Arizona Decedent did not have a will and the Affiant is his or her Spouse. The person carrying out the small-estate affidavit procedure, known as the petitioner, begins by verifying if they are statutorily entitled to personal and/or real property from the decedent. 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. In Arizona the small estate affidavit for collection of personal property does not need to be filed with the court, but it must be notarized. 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. (28) Signature Date. My wife and I felt very comfortable with Jeff. (89) Arizona Decedent With No Will. Copyright 2015 AZSTATEWIDEPARALEGAL.COM All Rights Reserved This web site is designed for general information only. If you are an Attorney working on behalf of the Affiant through this filing, then your bar number must be furnished for proper identification. 100 Quentin Roosevelt Blvd., Suite 102 Garden City, NY 11530 800-680-1717 For estates over this size, probate is typically required, and those estates will not be eligible for the small estate affidavit process. The people signing the affidavit state the basis or reason for why they are entitlement to the real property. The first step is to file the affidavit with the county probate court. Arizona Affidavit of Heirship (Real Estate), Arizona Small Estate Affidavit | Affidavit of Heirship, Arizona Small Estate Affidavit (Personal Property). Default Staff Template: Notebook_Blue Beneficiaries will need to weigh the inconvenience of waiting the six months against the added expense of the informal probate petition. The petitioner must also verify whether the court has previously appointed a personal representative for the estate and, if so, determine the status of that process. Althoug We are so happy to have found Jeffrey. 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. He was so efficient and covered all my personal concerns. For your convenience, the Pinal County Justice Courts have made several forms available. . My wife and I highly recommend Jeffrey for these legal services. 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. 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. What Happens if No One Applies for Probate? Departments that will help you traverse the court system. Help. Southeast wind 6 to 13 mph becoming west in the afternoon. 2022 Electronic Forms LLC. As Staff Page Only, Template: A certified copy of the death certificate is also required to be filed along with the Small Estate Affidavit in Arizona. However, it's important to know that only probate assets are counted toward these limits. (105) Printed Name Of Person. This information is considered confidential and will only be privy to the Courts of Arizona and does not need to be dispensed to additional Parties. Search for cases using statewide search . (12) Relationship To Arizona Decedent. (20) Value. 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. INFORMATION ABOUT PERSON WHO DIED: Change of Address in a Non-Criminal Case. If the Arizona Decedent did not have a will then locate the second checkbox statement for selection. The person died without a 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 you, which is proven by the copy of the documents they signed to this effect that you are attaching to the affidavit. Recommendation re. However, the affidavit process has specific requirements . More than one checkbox may be selected so long as it accurately defines a subject matter relevant to this petition. Other Forms You May Need. Title. 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. 1. (11) Place Of Death. Quick Links. (82) Decent Property Ownership. Approaching and working with a lawyer can be intimidating. He created our Durable Power of Attorney, our Durable Health Care Power of Attorney, Our Living Will and our Last Will and Testament. Once it has been established that the Arizona Decedent did not have a will, one of the checkboxes defining the Affiant relationship to the Decedent must be selected. Checklist. Print your name before executing your signature. Free Small Estate Affidavit Form Yavapai County Arizona Small Estate Affidavit of Succession- Many people wonder whether or not they have to go through probate when a loved one dies with a small estate. (67) Contact Information Of Filer. June 3, 2020 Select the appropriate checkbox to indicate if the Affiant is the Sole Heir to the real property of the Arizona Decedent because he or she has been named as such in the Decedents will. Maricopa County provides small estate affidavit forms; check with your county to find out how you can obtain the right forms. (9) Name Of Person Who Died. Website Navigation 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. Produce the physical location of the Decedents personal property. (5) Lawyers Bar Number. 307-12-033E. 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). Declare your relationship to the Arizona Decedent in Section 3. Spoiler alert: very few people now have to pay these taxes. Judd S. I have been in the criminal justice arena for 41 years and was long overdue to have a will and trust made. 14-3971. Affidavit of Financial . Affidavit of Direct Child Support Payments. By In Arizona, the Small Estate Affidavit may be filed if a decedent's real property has been valued at . (16) Assigned Interest By Rightful Survivors. Jeff Hall, My wife and I met with Jeff regarding some probate issues, nothing difficult, but foreign to us. (37) Case Number. He was prompt and listened to our needs and made very good suggestions. (44) Filer Information. 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"). endstream endobj startxref The death certificate of the Arizona Decedent will have the official date of death. If the Representative is not a Licensed Fiduciary then several additional pieces of information should be recorded. We very much appreciate the legal services provided by Jeffrey. (51) Update Status. MVD Services. (107) Notary Public Action. The court may be a surrogate's court, probate court or . Arizona Small Estate Affidavit | Affidavit of Heirship, Arizona Affidavit of Heirship (Real Estate), Arizona Small Estate Affidavit (Personal Property). After signing this document the Affiant should print his or her name. In addition, there can be no federal or state estate tax due. He avoids the use of legalize and explained every step of the process using terminology my wife and I could fully and completely understand. How Do You Transfer Real Estate Using a Small Estate Affidavit? Get form. Jury Information . New Listings in 85623. If the Filer is an Attorney, then his or her bar number must be included with his or her information above. Our mission is to administer timely and efficent justice with respect and fairness to all. Box 769. (79) Affiant(s)/Decedent Relationship. I do not know if we could have completed the process without this listing. The second step of the small estate affidavit filing process is to record the affidavit in the same county. The same rules apply to the motor vehicle division if the transfer title to an automobile based on the presentation of an affidavit. If this checkbox is selected, produce the name of each Party who requires the Interpreters services. Click Here or Call (855) 324-7891 to Connect With a Probate Lawyer serving Casa Grande, Arizona. (92) Sole Heir Of No-Will Arizona Decedent. 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. (58) Name. If this is not a correction or update, then leave this checkbox unmarked. Fill out and print a free Small Estate Affidavit form for Arizona in just minutes online. Pinal County. 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. To qualify in Arizona, the estate in question must be valued below $75,000 for personal property and $100,000 for real property. The monetary worth of each piece of the Arizona Decedents property listed in the previous area must be assessed then recorded. 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. (46) Fidicuary Information. (69) Licensed Fiduciary Number. If the Affiant is the Child of the Arizona Decedent, and the Arizona Decedent had no spouse or the concerned property is not considered the property of the Spouse then choose the second statement in this list. The estate must be valued at less than $100,000 for Arizona to grant this affidavit - larger estates are required to go through probate . 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. (100) Named As Heir To Estate In Will. (64) Printed Name. 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. 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. Updated February 21, 2023. 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. 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. Probate is a legal process that goes through the local courts in the county where the deceased person lived. Or mailed to: Pinal County School Office. 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. To find where to file, use this, A.R.S. This paperwork requires an Arizona-recognized Notary Public to observe the signature process. List every debt owed to the Arizona Decedent where requested. 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. Subpoena Packet Pinal County Pinalcountyaz 2011-2023 Form. does licking a canker sore make it worse richard schwahn one tree hill 1) Your child isdiscontinuing public school to homeschool. Instead, give the completed, signed, notarized form to the person or entity holding the asset to be transferred. 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. (94) No Surviving Spouse. (42) Todays Date. You can mail it, email it to nobrien@pinalcso.org, or bring it by our office. (33) Petitioner For Arizona Decedent Real Property. It is important to understand the process of transferring property through the small estate affidavit process. Arizona Department of Revenue (602) 255-3381 1600 West Monroe Street Phoenix, AZ 85007. The value of all of the. (17) Rightful Survivors Sign Over Rights In Will. (88) Case Number. If this is the case, we would identify all of those in the affidavit. In this way, the Affiant can be defined as the Spouse, Child, Parent, Sibling, or Sole Heir to the Decedent. You are named in the will of the person who died, and attached a certified copy of the will; You are the spouse of the person who died; You are a child of the person who died, and there is no surviving spouse, or there is a surviving spouse but he or she is not the parent and the deceased had separate or community property; You are the parent of the person who died, and there is no surviving spouse or child; You are a brother or sister of the person who died, and there is no surviving spouse, child or parent. Rowley Chapman & Barney, Ltd. can help you with estate planning, or any other legal issues in Arizona. . Law Enforcement Resources/AZ Crash Report/Training Resources . APN. He asked all the right questions and provided the answers to our concerns. property that is both tangible and intangible). 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. (96) Arizona Decedent Siblings. with personal property valued at less than $75,000 and real property under $100,000. If the Representative has a mailing address that is separate from his or her physical address, then both must be recorded. The state also allows for the transferring of real property for small estates by affidavit. I would highly recommend Jeff for all your estate planning needs. 75 N. Bailey Street. It must be notarized by an Arizona notary public. 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. . Click here for answers to Frequently Asked Questions. SMALL ESTATE AFFIDAVIT(S) FOR TRANSFER (A.R.S. If the Filer is an Attorney, then the name of the Affiant must be presented. Fill in the county where the deceased lived and passed away. (35) Lawyer Information. The top of the next page must display the case number for this matter. (63) Declaration. (1) Person Filing. He was very responsive, professional and helpful. The signers must also state that no other people besides those signing have a right to the property. Locate the deed to the Arizona Decedents property then reproduce the legal description of the property to Section 4. Black Living Room End Tables. (31) Case Number. The estate must be valued at less than $100,000 for Arizona to grant this affidavit larger, In Arizona, the Small Estate Affidavit may be filed if a decedents real property has been valued at less than $100,000, and at least 30 days have passed since the property owner passed away. He created our Durable Power of Attorney, our Durable Health Care Power of Attorney, Our Living Will and our Last Will and Testament. An Arizona Small Estate Affidavit must be notarized. %%EOF 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. 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 Affiant petitioning for the real property of the Arizona Decedent must sign his or her name. (93) Greater Or Equal Right Relinquishment. Delaware: Real property: $30,000: District of Columbia-$40,000: Florida-Typically $75,000, but varies by county: Georgia . Produce the full name and the current address and (if possible) phone number of the Debtor owing the defined amount for the debt reported. This process begins with a report of the current date. The time following the death of loved one or family member can be challenging. Arizona Department of Transportation. (45) Filers Attorney Information. arizona small estate affidavit pinal county. If seeking real property, submit the completed, signed, notarized form to a probate court in the county where the decedent lived. The County where this paperwork is filed should be produced to the top of the page. Collection of personal property affidavit. 59th Annual Meeting Registration - California Forest Pest - caforestpestcouncil. He asked all the right questions and provided the answers to our concerns. By using this website, you agree to our use of cookies to analyze web traffic and improve your experience on our website. If seeking personal property, it is not necessary to file the small estate affidavit with the court. If an Attorney represents the Affiant seeking the Arizona Decedents real property, then his or her bar number must be recorded. More Real Estate Resources. All rights reserved. Electronic Payment Authorization. Set as Default Template 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. Transcribe the Arizona Decedents formal calendar date of death to Section B. The limit for the purpose of transferring real property is $55,425. The limits are based on the total dollar value of a decedent's assets. Board of Supervisors. Nestled between Maricopa County (Phoenix) and Pima County (Tucson), Pinal County is home to over 439,128 residents. u.vgH}{? We were fortunate that we came across Jeff Hall. Produce the dollar sum of values entered for the Arizona Decedents listed personal property. Fill out and print a free Arizona Small Estate Affidavit form in just minutes online. 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. (62) Arizona Decedent Social Security Number. (81) Legal Description. To do so, select the Updated checkbox. Electronic Child Support Submission | See ExpertPay or call - 1 (800) 403-0879. 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. (102) Formal Release From Those Named In Will. The Minnesota Small Estate Affidavit is a document that is used for transferring the personal property of a recently deceased individual to the rightful heirs, who are typically family members.It is used for going around the probate process, which can not only be a lengthy process (3-9 months); it can cost over five percent (5%) of the decedent's entire estate value. To find where to file, use this Court Locator. Furnish your full address to the two lines available below your name. If this is not the case, then do not select this statement. You'll also find links to: STATE OF ARIZONA ) )ss PINAL COUNTY ) I , being first duly sworn, do upon my oath, hereby state as follows: 1. (6) Licensed Fiduciary Number. This should be presented immediately upon signing as the current calendar date at the time. An Arizona Notary Public will be able to verify that he or she has attended and witnessed the Affiant signing of this petition. Other Probate Forms. (30) County. The first checkbox in this section should be selected if the Children of the Arizona Decedent are the Affiant(s) behind this document and no Spouse of the Arizona Decedent has as powerful a claim to the estate property. Packet Pima County 2012-2023 Form. Conservator Account Forms (Forms 5-9): Throughout the conservatorship . (106) Date. The small estate affidavit for personal property can be used when the value of all personal property (clothing, jewelry, cars, cash, bank accounts, money owed to the person who died) is not more than $75,000. 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. Under Arizona law the motor vehicle division . Create a high quality document online now! Florence, AZ 85132. Subscribe for Updates; Site Map. 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. 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. An heir or devisee of property may be able to use the affidavit procedure to claim estate assets without going through the probate process. Confirm the case number assigned to the Decedents estate. As Staff Page Only Affidavits can be filed ANY TIME OF YEAR. (87) Named In Will. Complete this area with the Representatives phone number at work as well as his or her email address. (25) Total Amount Owed. Our Services . Probating an estate in Arizona is far less complicated and expensive than in many other states. The petitioner must also verify that the net value of the decedents property (minus debts) qualifies for small-estate treatment. 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).
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