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Legally, you are not required to have the Affidavit notarized. But many institutions will ask you to do so, so it may be a good idea to notarize it before you try to use it to transfer the property. If there are other people entitled to inherit the property, they must also sign the Affidavit.
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.)
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.
This form may be used to collect the unclaimed property of a decedent without procuring letters of administration or awaiting probate of the decedent's will if you are entitled to the decedent's property under Section 13101 of the California Probate Code.
California Small Estate Affidavit: Instructions 2023 This document allows a petitioner to transfer the unclaimed property of a deceased if the petitioner is entitled to the deceased's assets ing to Section 13101 of the California Probate Code.
File your affidavit with the probate court where the deceased resided. The filing fee in California is $435. The court clerk will provide you with further instructions regarding the process.
If probate has started, a personal representative of the estate has to agree in writing to the use of this informal settlement process. The affidavit doesn't have to be filed with the court. To use it, the person claiming the assets presents it to the bank, brokerage or another holder of the asset.
Use the Court Locator and find the probate court where the decedent was a resident. The State filing fee is $435.