How to Become Executor of Estate After Death. Florence, AZ 85132. 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. If you are a Fiduciary Agent then record your fiduciary number where requested. Understanding the asset transfer process is important for Arizona residents and their loved ones. arizona small estate affidavit pinal county. 1. . Information for residents who have the privilege to serve on a Jury. There will be a few additional areas for this purpose. (97) Affiant As Sole Heir. If the decedent left a will, the petitioner must obtain a copy. By using this website, you agree to our use of cookies to analyze web traffic and improve your experience on our website. Home Practice Areas Probate Small Estate Affidavits in Arizona. A general personal representative excludes a special administrator. The Arizona County where this issue is filed should be displayed at the top of the page. (28) Signature Date. The second step of the small estate affidavit filing process is to record the affidavit in the same county. Phone: 520-509-3555 Toll-Free Phone: 888-431-1311. Give our Mesa probate lawyers a call today at 480-833-1113. . STATE OF ARIZONA ) )ss PINAL COUNTY ) I , being first duly sworn, do upon my oath, hereby state as follows: 1. The people signing the affidavit state the basis or reason for why they are entitlement to the real property. The Petitioner(s) or Petitioners Attorney must dispense a notarized signature to this document once it has been completed. Recommendation re. It is very reassuring both to have the trust and to b Jeffrey P. Hall, PLLC is located in Chandler, AZ and serves clients in and around Chandler and Maricopa County. 14-3971) FOR TRANSFER OF PROPERTY WHEN PERSON HAS DIED . Form 08 - General Order to Personal Representative. Once the Affiants have provided his or her signature, the Notary will complete the area that follows to authenticate his or her signature. in the estate of the person who died (56) Contact Information. 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Employer Information Sheet. 14-3971 (Collection of Personal Property by Affidavit). Checklist. The signers must also state that no other people besides those signing have a right to the property. Collection of personal property affidavit. Here's a quick summary of the new gift, estate, and inheritance changes that came along in 2022. Attorney Advertising. Partly cloudy, with a low around 46. For more Probate Forms from the Arizona Office of the Courts follow the . Quick Links. 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. The Party submitting this paperwork with the intention of gaining the listed Arizona Decedent estate (personal) property must sign his or her name as a licensed Notary Public (recognized by the State of Arizona) observes. It is important to understand the process of transferring property through the small estate affidavit process. 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. 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. A.R.S. If however, an Attorney will represent the Petitioner(s) in gaining the Arizona Decedents real property, then leave this checkbox unmarked. Locate the deed to the Arizona Decedents property then reproduce the legal description of the property to Section 4. 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. The value is not determined by the fair market value of the home or property. Conservator Account Forms (Forms 5-9): Throughout the conservatorship . Subscribe for Updates; Site Map. Departments. 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. (65) Signature. In 2023, that is $12.92 million. If the Affiant(s) is named in the Arizona Decedents will then locate the fourth checkbox statement in Section 10 and select it. By 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. Get form. You are the surviving spouse, and you want to . 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 (33) Petitioner For Arizona Decedent Real Property. In most cases, you can obtain a copy of the deed from the County Recorders Office where the property is located. ORIGINALS WILL BE MAILED BACK VIA CERTIFIED MAIL. Additionally, the total assessed value of the estates real property cannot exceed $100,000 after the value of liens or encumbrances has been subtracted. Consult the Arizona Decedents death certificate then document the noted place of his or her death. Under Arizona law the motor vehicle division . 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. 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. 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. 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. Updated February 21, 2023. Under Arizona law the motor vehicle division will transfer title of a motor vehicle from the person who died to the heir(s) when your submit an affidavit of succession form available through the Arizona Department of Transportation website. Filling Out the Arizona Small Estate Affidavit Form. Or alternatively, if the person was not living in that county or in Arizona, but owned real property there, you can file an affidavit of succession in the county where the property is located. Select the first if only one Affiant is filing this document or the second if there are more than one Affiants. Change of Address in a Non-Criminal Case. . 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. The Petitioner behind this document must date the signature he or she has provided. Indicate whether you are representing yourself without a Lawyer, an Attorney representing the Petitioner, as the Petitioner, or as a Respondent by selecting the appropriate checkbox. 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. 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. does licking a canker sore make it worse richard schwahn one tree hill Arizona statutes provide for a simplified affidavit process for small estates with real property or personal property valued below specific amounts. 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 state of Arizona uses the Small Estate Affidavit process to transfer assets from the deceased to their heirs without going through probate. (21) Location, Or Who Has Property Now. INFORMATION ABOUT PERSON WHO DIED: The person completing the Small Estate Affidavit Arizona form must also swear to make proper notice to other claimants, if any. At least six (6) monthsmust pass before the transfer of real property. Weather forecast provided by weather.gov. The court may be a surrogate's court, probate court or . If the entire value of the decedent's equity real estate . (34) Petitioner Status. Order to Conservator of Minor. Does A Beneficiary Have The Right To See A Trust? . (85) Petitioning Surviving Minor/Dependent. The Petitioner behind this form or the Attorney representing the Petitioner(s) must sign his or her name as soon as the current calendar date is reported. 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. Free Small Estate Affidavit Form Pima County Arizona 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. Preparing the small estate affidavit of succession for real or personal property is just one the services we offer. 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. . Welcome to Pinal County Court System. There are specific requirements and processes to file this affidavit of succession for real property. 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. Pinal County Superior Court Services, to help you find, be informed and be prepared. The Arizona Decedent this document concerns must be named. Jeff Hall, My wife and I met with Jeff regarding some probate issues, nothing difficult, but foreign to us. 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. For civil, small claims, and . Using small estate affidavit to obtain balance in checking account from AZ . (79) Affiant(s)/Decedent Relationship. (100) Named As Heir To Estate In Will. Our mission is to administer timely and efficent justice with respect and fairness to all. In cases like this, probate may be better than the small estate affidavit process, since it can make refinancing the mortgage easier. 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. Each of these items will have a place reserved for its presentation. How Does the Probate Process Start in Arizona? Free Small Estate Affidavit Form Pinal County Arizona 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). New Listings in 85623. 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. The person died without a will and you are the sole heir. (35) Lawyer Information. 1) Your child isdiscontinuing public school to homeschool. The small estate affidavit process may only be used in cases where probate is not required. Arizona Department of Revenue (602) 255-3381 1600 West Monroe Street Phoenix, AZ 85007. 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). 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. Free Small Estate Affidavit Form Apache County Arizona (13) Named In The Will. (90) Status Of Entitled Spouse Of No-Will Decedent. Boards . If the Representative is not a Licensed Fiduciary then several additional pieces of information should be recorded. Under current Arizona law, small estates are defined as those in which the deceased owned less than $100,000 in real estate equity or less than $75,000 worth of personal property.