Kentucky Heirship or Descent Affidavit Questionnaire

Category:
State:
Multi-State
Control #:
US-Q1018
Format:
Word; 
Rich Text
Instant download

Description

This form addresses important considerations that may effect the legal rights and obligations of the parties in a heirship matter. This questionnaire enables those seeking legal help to effectively identify and prepare their issues and problems. Thorough advance preparation enhances the attorneys case evaluation and can significantly reduce costs associated with case preparation.



This questionnaire may also be used by an attorney as an important information gathering and issue identification tool when forming an attorney-client relationship with a new client. This form helps ensure thorough case preparation and effective evaluation of a new clients needs. It may be used by an attorney or new client to save on attorney fees related to initial interviews.


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FAQ

Children are considered to be heirs and are the most common example. If no children are living, then a person's grandchildren are considered to be heirs. If a person has no children or grandchildren, then the next closest living relative would be considered an heir.

In this situation, an heir can simply file what is called an affidavit of heirship with the court. You may find this form on your state court website or through the court clerk's office, or you may need to have an attorney or legal services firm create one for you. What is an affidavit of heirship? - ? ... ? Estate Planning ? ... ? Estate Planning

An affidavit of descent is filed when a person dies intestate or without a will. Document must be signed by the affiant and signature notarized. The affidavit, per KRS382. Wills - Marshall County Kentucky marshallcountyky.gov ? wills marshallcountyky.gov ? wills

Class B: If you were the decedent's aunt, uncle, niece, nephew, daughter-in-law, son-in-law, or great-grandchild, your first $1,000 of inheritance is exempt from inheritance tax. Then you will pay rates ranging from 4% on inheritances worth up to $10,000 and 16% on anything worth $200,000 or more. Kentucky Inheritance Tax: Everything you need to know - Valur valur.io ? kentucky-inheritance-tax valur.io ? kentucky-inheritance-tax

Affidavit of Exemption It is not necessary to file a No Tax Due Inheritance Tax Return with the Department of Revenue. If an Affidavit of Exemption is submitted to the Court, do not send a copy of the affidavit to the Kentucky Department of Revenue. Inheritance & Estate Tax - Department of Revenue (ky.gov) ky.gov ? Inheritance-Estate-Tax ? Pages ky.gov ? Inheritance-Estate-Tax ? Pages

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Kentucky Heirship or Descent Affidavit Questionnaire