Get Small Estates Affidavit / Table Of Heirs Forms - Office Of The New ... - Osc State Ny

The Small Estates Affidavit allows individuals to claim unclaimed funds or property when no administrator or executor has been appointed for a decedent's estate. This guide provides clear and concise steps to assist users in completing this form accurately and efficiently online.

Follow the steps to complete the Small Estates Affidavit online.

1. Press the ‘Get Form’ button to download the Small Estates Affidavit / Table Of Heirs Forms and open it for editing.
2. Begin by entering the date and reference number at the top of the form.
3. Fill out the section that applies to you. If you are the surviving spouse, complete Section A. Ensure that the statement regarding the amount not exceeding $30,000 is accurate.
4. If you are a blood relative or creditor, select Section B. Specify your relationship to the decedent and confirm that 30 days have passed since death. Affirm that the payment does not exceed $15,000. Section B also requires you to fill out the Table of Heirs form.
5. If you are a creditor as specified, complete Section C by confirming six months have passed since the date of death. Enter the amount you seek for reimbursement, and attach the paid funeral bill.
6. Sign and date the document at the bottom, providing your taxpayer identification number if desired. Ensure that the affidavit is sworn before a notary public.
7. Finally, save any changes made, and choose to download, print, or share the completed Small Estates Affidavit as necessary.

Complete your Small Estates Affidavit online to streamline your claim process.