arizona small estate affidavit pinal county

Pinal County, formed in February 1875, comprises 5,376 square miles. Posted on Aug 8, 2016. Fill out and print a free Arizona Small Estate Affidavit form in just minutes online. I am so thankful Jeff was recommended to me. Packet 01 - Appointment of Personal Representative Executor. The Arizona Decedent this document concerns must be named. It must be notarized by an Arizona notary public. After the Arizona Small Estate Affidavit has been filed, the normal court process for Small Estate Administration takes place, with the affiant receiving the courts permission to take over the estate, taking into consideration the provisions of the law with regards to creditors as well as court costs and other expenses. A. Florence, AZ 85132. He provided excellent answers to the numerous questions I had, which made me comfortable that he had in-depth knowledge of Estate Planning. (86) Greatest Interest Surviving Minor/Dependents. 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. (33) Petitioner For Arizona Decedent Real Property. They're used to simplify the probate process for estates valued at $50,000 or less. Arizona Department of Revenue (602) 255-3381 1600 West Monroe Street Phoenix, AZ 85007. We contacted Jeff to draft a Will and also to solicit advice concerning estate planning. Free Small Estate Affidavit Form Mohave County Arizona . This institution is an equal opportunity provider. Change of Address in a Non-Criminal Case. 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. 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). . By I would highly recommend Jeff for all your estate planning needs. 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. (106) Date. The case number assigned to the Arizona Decedents estate should be produced. In Arizona, the Small Estate Affidavit may be filed if a decedent's real property has been valued at . 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. If the Arizona Decedent did not have a will but the Affiant is the Sole Heir to the estate, then place a mark in the appropriate checkbox and continue through this declaration by selecting I Am if only a single Affiant is involved or We Are if more than one Affiant is involved. Free Small Estate Affidavit Form Navajo County Arizona (22) Total Value. If the Affiant(s) is named in the Arizona Decedents will then locate the fourth checkbox statement in Section 10 and select it. If the Affiant is not the Sole Heir and the Decedent has not made a will but all other Heirs have released their interest in the Arizona Decedents real property through a written (and attached) statement then the eighth major statement definition must be selected. After signing this document the Affiant should print his or her name. The address, telephone number, and email address where the Filer of this affidavit can be contacted must be furnished with the Filers identity. 2023 Pinal County Superintendent Office. A general personal representative excludes a special administrator. That is because the proceeds of the home sale may be needed to settle the expenses of the estate. Packet 03 - Administration of the Estate. You are required to be guided by the order and comply with its provisions. Write the Descendant's Personal Information. Search for cases using statewide search . 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. His approach and honesty sold us and we returned a few months later to update our own wills and trust creation. Probate Cover Sheet. (43) Signature Of Petitioner Or Petitioners Attorney. Jeffrey made the process very comfortable. If a Fiduciary Agent is completing this document, then his or her fiduciary licensed number should be documented. homes for sale in fishersville, va; 22 . 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. Section 7 is where every piece of personal property owned by the Arizona Decedent must be documented. 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. 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. Arizona Small Business Income Tax Highlights; Affidavit for Collection of Personal Property . Southeast wind 6 to 13 mph becoming west in the afternoon. Filing the small estate affidavit involves a two-step process. Add all the amounts that are owed to the Arizona Precedent then dispense the sum at the end of this section. Packet 04 - Closing the Estate. (36) Interpreter. 14-3971.Collection of personal property by affidavit; ownership of vehicles; affidavit of succession to real property. (89) Arizona Decedent With No Will. (44) Filer Information. While the majority of states have adopted the Uniform Probate Code and abolished their estate and inheritance taxes, there are still about 20 states that charge heirs for the privilege of inheriting even . A Small Estate Affidavit for Arizona should not be filed when: An Arizona Small Estate Affidavit must be notarized. (102) Formal Release From Those Named In Will. 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. (13) Named In The Will. Arizona Affidavit of Heirship (Real Estate), Arizona Small Estate Affidavit | Affidavit of Heirship, Arizona Small Estate Affidavit (Personal Property). The second step of the small estate affidavit filing process is to record the affidavit in the same county. He asked all the right questions and provided the answers to our concerns. The limit for the purpose of transferring real property is $55,425. The death certificate can be obtained from the local health department for a nominal fee. 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. 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 Arizona Affidavit of Heirship for Real Estate allows successors to transfer real estate, finances, cars, and other property after the owner has died, without the need for a will or probate court. The value of all of the. If this checkbox is selected, produce the name of each Party who requires the Interpreters services. As Staff Page Only, Template: 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 La Paz County Arizona Website Navigation If the Filer is an Attorney, then the name of the Affiant must be presented. Free Small Estate Affidavit Form Pinal County Arizona The top of the next page must display the case number for this matter. (38) 200 Estate. For estates over this size, probate is typically required, and those estates will not be eligible for the small estate affidavit process. Call our Probate team at (480) 467-4365 to discuss your case today. 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. Pinal County Superior Court Services, to help you find, be informed and be prepared. (69) Licensed Fiduciary Number. 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. Posted in 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. By using this website, you agree to our use of cookies to analyze web traffic and improve your experience on our website. 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. (24) Name Of Who Owes The Debt. (60) Date Of Death. . We serve clients in the Phoenix metropolitan area. In 2023, that is $12.92 million. If the Arizona Decedent did not have a will in place then mark the checkbox corresponding to the statement The Person Who Died Had No Will This will require an additional description of the Affiant(s). Transfer of Small Estate by Affidavit Popular. 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. Give our Mesa probate lawyers a call today at 480-833-1113. 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. For assistance determining the value of real property, check with the assessors office in the county where the property is located, or the state Department of Revenue. My wife and I highly recommend Jeffrey for these legal services. (19) Description. In addition, there can be no federal or state estate tax due. One of the biggest disadvantages of using the Affidavit of Succession to Real Property is that the beneficiary is required to wait six months after the death of the prior owner before making the filing. (2) Address. (90) Status Of Entitled Spouse Of No-Will Decedent. Information on Collecting Personal Property. (5) Lawyers Bar Number. (30) County. For purposes of the affidavit, the county of filing is the county where the property is physically located. (55) Mailing And Physical Address. Here are some of the most commonly asked questions about small estate affidavits, also known as Affidavit for Succession to Real Property, in the state of Arizona. While the major legal requirement for utilizing a Small Estate Affidavit in Arizona is the total worth of the decedents property, there are a number of factors you should consider to ensure that the estate administration goes as smoothly as possible. INFORMATION ABOUT PERSON WHO DIED: See our profile at Lawyers.com or Martindale.com. Furthermore, If the Representative being identified is a Licensed Fiduciary then provide his or her license information to the area requesting it. Once the act of signing has been completed, the Affiants printed name must be submitted. (27) Printed Name. 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. Click Here or Call (855) 324-7891 to Connect With a Probate Lawyer serving Casa Grande, Arizona. (75) Single Or Multiple Petitioners. (31) Case Number. Produce the mailing address and/or physical address of the Representative as requested. My wife and I recently moved here from NY State and was looking for an estate attorney to do our wills, poa and hcp. 1. If the Affiant is the Arizona Decedents Parent and the only Survivor to the Decedent, then mark the checkbox corresponding to the fourth statement. Current Employer Information. Produce the dollar sum of values entered for the Arizona Decedents listed personal property. Jeff is a great attorney and I would recommend him to anyone needing legal advice or 2/23 My husband Steve and I relocated to Arizona from another U.S. state so we wanted to update all of our estate planning documents. Our mission is to administer timely and efficent justice with respect and fairness to all. 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. For civil, small claims, and . The Individual submitting this document must self-identify at the beginning of this declaration. Quick Links. For more Probate Forms from the Arizona Office of the Courts follow the . If the Filer is an Attorney, then his or her bar number must be included with his or her information above. Here's a quick summary of the new gift, estate, and inheritance changes that came along in 2022. The monetary worth of each piece of the Arizona Decedents property listed in the previous area must be assessed then recorded. u.vgH}{? A personal representative is also commonly referred to as an executor. According to the California Probate Code 13200, a small estate is considered $166,250. (11) Place Of Death. Excellent and timely serviceRobert. Estate Planning Enjoy the small town, country lifestyle on your own private horse property. Arizona Residency Affidavit . P.O. He asked all the right questions and provided the answers to our concerns. Weather forecast provided by weather.gov. The court may be a surrogate's court, probate court or . (18) Delivered Interests To Affiant. 4 " A b@6HJ%uJD}sQ?@"8g4GnM$. 307-12-033E. Make sure to list this Attorneys name, contact information (Telephone and Email) as well as his or her Bar # to the appropriate areas of this document. Forms: Affidavit of Direct Payment. Notice this statement contains two checkboxes within it. endstream endobj startxref Other Probate Forms. The person completing the Small Estate Affidavit Arizona form must also swear to make proper notice to other claimants, if any. He is very pleasant to work with and I highly recommend him to anyone needing help with estate planning. You have permission to use them for any lawful purpose. Packet Pima County 2012-2023 Form. In addition, Jeffrey is very personable. English. 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. June 3, 2020 We were also happy with our initial consultation: We've read some people charge for this if you don't hire them. Small Estate; Affidavit of Heirship . In most cases, you can obtain a copy of the deed from the County Recorders Office where the property is located. Locate the deed to the Arizona Decedents property then reproduce the legal description of the property to Section 4. does licking a canker sore make it worse richard schwahn one tree hill 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. He walked us through what he could do for us, or what we could do if we wanted to handle it ourselves. 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. The Petitioner behind this document must date the signature he or she has provided. (66) Person Filing. (46) Fidicuary Information. . 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. If the affidavit is accepted by the court, the property can be transferred to the designated heirs. Information for residents who have the privilege to serve on a Jury. Write down your name, contact details containing the full address, email, zip code, telephone number, the bar number of your attorney, and the authorized fiduciary number. Arizona statutes offer an alternative to avoiding probate by using an Affidavit of Succession to Real Property in cases in which the real property value does not exceed a certain value. 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. Probating an estate in Arizona is far less complicated and expensive than in many other states. Arizona Small Estate Affidavit | Affidavit of Heirship, Arizona Affidavit of Heirship (Real Estate), Arizona Small Estate Affidavit (Personal Property). Sunny, with a high near 66. 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. (76) Deceased. Box 769. You'll also find links to: Packet 05 - Claims or Objections. We highly Jeff was exceptional and provided us tremendous legal advice and guidance for our families estate planning needs. Spoiler alert: very few people now have to pay these taxes. This process begins with a report of the current date. Black Living Room End Tables. If it is rejected, the estate must be settled by probate. If the value of the personal property or real property exceeds these amounts, probate is necessary. Call us at 480-409-5174 or contact us online for a free consultation. If however, an Attorney will represent the Petitioner(s) in gaining the Arizona Decedents real property, then leave this checkbox unmarked. 2) Your child is discontinuing homeschooling or private schooling and returning to a public school. Title. Form 08 - General Order to Personal Representative. Copyright 2015 AZSTATEWIDEPARALEGAL.COM All Rights Reserved This web site is designed for general information only. . The limits are based on the total dollar value of a decedent's assets. Transfer of Small Estate by Affidavit. (81) Legal Description. Friday, June 10, 2022posted by 6:53 AM . At least six (6) monthsmust pass before the transfer of real property. If a loved one in Arizona did not create a will before they died, use these forms to help make the familys transition smoother. arizona small estate affidavit pinal county. The state of Arizona uses the Small Estate Affidavit process to transfer assets from the deceased to their heirs without going through probate. Affidavit of Financial . Free Small Estate Affidavit Form Greenlee County Arizona In Maricopa County, most probate matters are handled by the Probate Registrar, who is located in the Old Courthouse in downtown Phoenix, or by Maricopa County Superior Court Commissioners located in each Superior Court location. Collection of personal property affidavit. Zoning summary. The person died without a will and you are the sole heir. Produce the physical location of the Decedents personal property. All rights reserved. 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. Forms and certificates can be brought into our office Mon - Fri 8:00 am - 5:00 pm (closed federal holidays): You will need to contact the school district directly to see if they require any forms or documentation on their end when you withdraw your child from ANY district. Indicate if the Representative is a licensed Fiduciary by selecting the checkbox labeled Yes. Otherwise, select the No box. A small estate affidavit allows you to speed up the process of delivering things that are owed to people. 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. . (65) Signature. 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. Thirty days must have passed since the date of death as certified in the death certificate. 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. In cases where the home is the only significant asset, the value of the property may mean that the small estate affidavit cannot be used. It is important to understand the process of transferring property through the small estate affidavit process. We very much appreciate the legal services provided by Jeffrey. Phone: 520-509-3555 Toll-Free Phone: 888-431-1311. If the entire value of the decedent's equity real estate . Visit the appropriate court office. Information on how to obtain an Emergency Order of Protection, Search for cases occurring within the Pinal County Superior Court. According to the Arizona Revised Statutes, a personal representative includes executor, administrator, successor personal representative, special administrator and persons who perform substantially the same function under the law governing their status. (107) Notary Public Action. (40) 230 Guardianship. (51) Update Status. Dispense the entire name of the Arizona Decedent to Section 1. When they file the affidavit, the beneficiary must also verify that there are no estate taxes due on the transfer, and that all funeral expenses, unsecured debts and expenses of last illness have been paid in full. My wife and I felt very comfortable with Jeff. We can also help you with a simple uncontested probate, formal probate, and complex probate. Produce all digits making up the Arizona Decedents social security number. Our mission is to administer timely and efficent justice with respect and fairness to all. JUVENILE ONLY: Annual Report of Guardian for a Minor w/Physicians Annual Report. 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.