Small Estate Affidavit

Small Estate Affidavit(s) of Transfer

SELF-SERVICE CENTER

SMALL ESTATE AFFIDAVIT(S) FOR TRANSFER (A.R.S. § 14-3971)

FOR TRANSFER OF PROPERTY WHEN PERSON HAS DIED

You may use the forms and instructions in this packet if . . .

The value of all of the personal property in the estate does not exceed $75,000, and at least 30 days have passed since the death.

The assessed value of the real property located in Arizona does not exceed $100,000, and at least 6 months have passed since the death.

You are the surviving spouse and want to collect up to $5000 in wages owed to the deceased.

You are entitled to the property and have legal standing to submit the affidavit.

PERSON FILING:

ADDRESS:

CITY, STATE, ZIP:

TELEPHONE:

EMAIL ADDRESS:

LAWYER'S BAR NUMBER:

LICENSED FIDUCIARY NUMBER:

Representing Self, without a Lawyer or Attorney for Respondent

Affidavit for Collection of All Personal Property

STATE OF ARIZONA )

MARICOPA COUNTY )

By signing this affidavit, I swear or affirm under penalty of perjury that its contents are true and correct.

1. INFORMATION ABOUT THE DECEASED (THE PERSON WHO DIED):

Name of person who died:

Date of death:

Place of death:

2. 30-DAY REQUIREMENT: More than thirty (30) days have gone by since the person died.

3. RELATIONSHIP: My relationship to the person who died is:

4. VALUE OF PERSONAL PROPERTY: The value of all personal property is not greater than $75,000.00.

5. PERSONAL REPRESENTATIVE: No application or petition for appointment of a personal representative has been granted, or any appointment has been discharged or closed as stated in the form.

6. ENTITLEMENT. I am the claiming successor and am entitled to payment or delivery of the property because I am:

named in the Will of the person who died.

entitled under law because the deceased had no Will.

spouse

child

parent

brother or sister

the person died without a will and I am the sole heir.

others with equal or greater right have assigned their interests to me.

the person died and left a valid Will and others have assigned their interests to me.

7. DESCRIPTION OF PROPERTY. List all personal property:

8. MONEY OWED: List debts owed to the deceased:

1. $

2. $

3. $

4. $

TOTAL AMOUNT OWED: $

This affidavit is made under Arizona Law, Sec. 14-3971(B), Arizona Revised Statutes, for the purpose of making claim to personal property of the person who died.

Oath or Affirmation

The contents of this document are true and correct under penalty of perjury.

Probate Information Cover Sheet

Case Number:

A person needing a guardian or conservator is the “ward”. A person who died is the “decedent”.

INFORMATION ABOUT THE WARD OR THE DECEDENT

Name: Date of Birth:

Mailing Address:

Street Address (if different):

Telephone (Home): SSN:

Telephone (Cellular): Email:

Additional wards are involved.

INFORMATION ABOUT THE PETITIONER

Name:

Mailing Address:

Telephone: Email:

INFORMATION ABOUT PETITIONER'S ATTORNEY

Petitioner is not represented by an attorney

Name: Bar #:

Telephone: Email:

An interpreter is needed for this language:

NATURE OF ACTION

201 Formal Appointment of Personal Representative

202 Informal Appointment of Personal Representative

203 Ancillary Administration

204 Affidavit of Succession to Realty

205 Trust Administration

206 Formal Probate of Will

207 Informal Probate of Will

Affidavit for Transfer of Title of Real Property

Case Number:

In the Matter of the Estate of:

an Adult a Minor, deceased

By signing this affidavit, I swear or affirm under penalty of perjury that its contents are true and correct.

1. INFORMATION ABOUT PERSON WHO DIED (the deceased)

The deceased, , died on

2. PLACE OF DEATH

At the time of death, the person who died was living in Maricopa County in Arizona.

At the time of death, the person who died was not living in Maricopa County, but was living at and owned real property in Maricopa County.

3. RELATIONSHIP:

4. DESCRIPTION OF REAL PROPERTY:

5. INTEREST OF PERSON WHO DIED IN PROPERTY:

6. VALUE OF ESTATE:

7. SIX MONTH REQUIREMENT: Six months have elapsed since the death.

8. PERSONAL REPRESENTATIVE: No application or petition is pending or has been granted.

9. FUNERAL EXPENSES: Funeral expenses and unsecured debts have been paid.

10. REASON WHY I AM ENTITLED TO THE PROPERTY

I am the spouse and am claiming the allowances stated in the form.

I am the dependent or minor child and am claiming the allowances stated in the form.

I am named in the will dated

I am the spouse of the deceased.

I am a child of the deceased.

I am the parent of the deceased.

I am a brother or sister of the deceased.

I am the sole heir.

Others have assigned their interests to me.

The person died and left a valid will giving the entire estate to me.

11. OTHER PERSONS: No other person has a right to the interest of the decedent in the described property.

12. TAXES: No federal or Arizona estate tax is due.

Oath or Affirmation

The contents of this document are true and correct under penalty of perjury.

Procedures: What to Do After You Have Completed the Affidavit

1. To collect personal property, take the affidavit to the person who has the property. You may also present it to collect a debt owed to the deceased.

2. To claim an interest in real property, file the required documents with the Probate Registrar and record the certified copy with the county recorder.

If you need additional pages, attach them to the relevant section and label them clearly.