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  • Ca Sc-6021 - Santa Barbara 2021

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Print Formulae FormDECLARATION PURSUANT TO CALIFORNIA PROBATE CODE SECTIONS 1310013115 The undersigned, 1. I am the successor in interest of decedent (County), California on(name of declaring), hereby.

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How to fill out the CA SC-6021 - Santa Barbara online

Filling out the CA SC-6021 form online is a straightforward process that allows individuals to declare their rights to a decedent's property under California law. This guide provides step-by-step instructions to assist users, ensuring that they complete the form accurately and efficiently.

Follow the steps to complete the form online.

  1. Press the ‘Get Form’ button to access the CA SC-6021 online form in your editing interface.
  2. Begin by entering your name in the 'undersigned' section, identifying yourself as the successor in interest of the decedent.
  3. Fill in the name of the decedent and the county where the decedent resided at the time of their passing.
  4. Confirm that at least 40 days have passed since the decedent's death, attaching a certified copy of the death certificate as required.
  5. In the appropriate section, indicate if there are current proceedings for the administration of the decedent's estate by checking the relevant box.
  6. Specify the current gross fair market value of the decedent's property, ensuring it does not exceed $166,250.
  7. Describe the property being claimed in detail, such as account information or property location, within the designated area.
  8. Indicate your status as the sole heir at law or the testate beneficiary, adjusting language as necessary to reflect your situation accurately.
  9. Affirm that no other individual has a superior right to the described property.
  10. Complete the declaration by signing your name, ensuring to include the current date.
  11. Once all sections are filled, review your completed form for accuracy, then save your changes, download the document, and share or print as needed.

Begin completing your CA SC-6021 form online today to ensure your rights are protected.

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A California small estate affidavit, or “Petition to Determine Succession to Real Property,” is used by the rightful heirs to an estate of a person who died (the “decedent”). The total net value of the estate cannot be more than $184,500 for it to qualify under this process and bypass probate.

The document needs to state the following: The name of the person who died. The date and location of the death. That 40 days have passed since the death. That probate has not been initiated. That the estate value does not exceed $166,250. A description of assets to transfer. Names of other successors.

Code §§ 13100-13116, the person(s) entitled to the property may present a Small Estate Affidavit, commonly known as an Affidavit for Collection of Personal Property, to the person or institution having custody of the property, requesting that the property be delivered or transferred to the successor.

(Revised: 01/2021) Probate Code section 13100 provides for the collection or transfer of a decedent's personal property without the administration of the estate or probate of the will.

Maximum Value of Small Estate: $166,250→$184,500 To use the affidavit for small estates under Probate Code §13100, the value of an estate must be no larger than $184,500. (For deaths prior to April 1, 2022, the maximum value of an estate that could use the small estate affidavit was $166,250.)

Probate Code §§ 13100 – 13115 provide for a summary procedure to transfer the personal property of a decedent without going through a probate action if the decedent's estate is valued at less than $150,000 and at least forty (40) days have elapsed since the death of the decedent.

PC §13100 (Affidavit to Transfer Personal Property): $184,500. PC §13150 (Petition to Determine Succession to Real Property: $184,500.

(1) "Tangible personal property" means articles of personal or household use or ornament, including, but not limited to, furniture, furnishings, automobiles, boats, and jewelry, as well as precious metals in any tangible form, such as bullion or coins and articles held for investment purposes.

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