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California Affidavit for Collection of Personal Property - Probate...

Downey California Affidavit for Collection of Personal Property - Probate Code Section 13100 - Small Estates under $184,500

Q: What size estate is needed to avoid probate in California?

In California, if your estate&#039;s value is under $184,500, you can bypass the probate process. This legal framework allows for a smoother transition of assets to heirs using the Downey California Affidavit for Collection of Personal Property - Probate Code Section 13100 - Small Estates under $184,500. Utilizing this affidavit simplifies the transfer without court involvement, making it a beneficial option for small estates.

Category:

Probate - Small Estates

State:

California

City:

Downey

Control #:

CA-ET10

Format:

Instant download

Description

Pursuant to California statute, if the value of an estate does not exceed $150,000 (in 2022, $184,500), and forty days have elapsed since the death of the decedent, an interested party may demand payment on any debts owed to the decedent through a small estate affidavit.

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How to fill out California Affidavit For Collection Of Personal Property - Probate Code Section 13100 - Small Estates Under $184,500?

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FAQ

To complete an affidavit for collection of personal property, begin by filling in the decedent's information and the details of the estate's assets. Make sure to include your relationship to the decedent and other important declarations as required by the Downey California Affidavit for Collection of Personal Property - Probate Code Section 13100 - Small Estates under $184,500. After reviewing the information for accuracy, sign and date the affidavit. Platforms like USLegalForms offer convenient resources to assist you throughout this process, ensuring that every step is straightforward.

An affidavit for collection of personal property under California Probate Code Section 13100 allows heirs to collect assets of a decedent without undergoing the full probate process. This is available for small estates valued under $184,500, making it a practical option for family members in Downey. The affidavit streamlines the transfer of personal property directly to rightful heirs. Understanding this document is essential for efficient estate handling.

To fill out an estate document, start by gathering all necessary information, including the decedent's details and asset descriptions. Carefully review the template provided for the Downey California Affidavit for Collection of Personal Property - Probate Code Section 13100 - Small Estates under $184,500. Follow each section as instructed, ensuring accuracy to avoid errors and expedite the process. Utilizing a reliable platform like USLegalForms can simplify this step, providing clear guidance and user-friendly templates.

In California, estates valued over $184,500 typically require formal probate proceedings. When the value exceeds this threshold, the complexities of the probate court come into play, which can be time-consuming and costly. However, using the Downey California Affidavit for Collection of Personal Property - Probate Code Section 13100 is an effective alternative for smaller estates, providing a smoother asset transfer process.

To avoid probate in California, an estate must be valued at less than $184,500. If your estate falls within this limit, you can use the Downey California Affidavit for Collection of Personal Property - Probate Code Section 13100, which simplifies the asset transfer process for small estates. This pathway not only saves time and reduces costs but also ensures a seamless inheritance experience for beneficiaries.

Section 13100 of the Probate Code in California provides a process for transferring small estates without formal probate. This section specifically applies to estates valued at $184,500 or less, allowing for the use of the Downey California Affidavit for Collection of Personal Property. This efficient process benefits heirs by allowing them access to the deceased's property without the complexities of probate court.

California law exempts certain property from probate, including assets valued under $184,500. This allows for more straightforward asset distribution, especially when employing the Downey California Affidavit for Collection of Personal Property - Probate Code Section 13100 - Small Estates under $184,500. By taking advantage of this exemption, heirs can receive their inheritance without lengthy legal procedures, ensuring a quicker resolution.

In California, if your estate's value is under $184,500, you can bypass the probate process. This legal framework allows for a smoother transition of assets to heirs using the Downey California Affidavit for Collection of Personal Property - Probate Code Section 13100 - Small Estates under $184,500. Utilizing this affidavit simplifies the transfer without court involvement, making it a beneficial option for small estates.

In California, you generally have four years from the date of death to file a probate petition. However, if you wish to use the Downey California Affidavit for Collection of Personal Property under Probate Code Section 13100 for a small estate, you might not even need to file for probate at all. This alternative process can save you time and effort, especially for estates valued under $184,500. For more information and to ensure you meet all requirements, consider resources from uslegalforms to guide you through your options.

Yes, in California, property can be transferred without probate through various means, such as the Downey California Affidavit for Collection of Personal Property under Probate Code Section 13100. This process is available for small estates valued under $184,500 and allows heirs to collect personal belongings quickly. Utilizing this approach can simplify and expedite the transfer of assets, relieving stress during a challenging time. For accurate and efficient paperwork, uslegalforms provides resources to assist in this process.

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Affidavit for Collection of Personal Property - Probate Code Section 13100 - Small Estates under $184,500

Small Estates General Summary: Small Estate laws were enacted in order to enable heirs to obtain property of the deceased without probate, or with shortened probate proceedings, provided certain conditions are met. Small estates can be administered with less time and cost. If the deceased had conveyed most property to a trust but there remains some property, small estate laws may also be available. Small Estate procedures may generally be used regardless of whether there was a Will. In general, the two forms of small estate procedures are recognized:

1. Small Estate Affidavit Some States allow an affidavit to be executed by the spouse and/or heirs of the deceased and present the affidavit to the holder of property such as a bank to obtain property of the deceased. Other states require that the affidavit be filed with the Court. The main requirement before you may use an affidavit is that the value of the personal and/or real property of the estate not exceed a certain value.
2. Summary Administration Some states allow a Summary administration. Some States recognize both the Small Estate affidavit and Summary Administration, basing the requirement of which one to use on the value of the estate. Example: If the estate value is 10,000 or less an affidavit is allowed but if the value is between 10,000 to 20,000 a summary administration is allowed.

California Summary: Pursuant to California statute, if the value of an estate does not exceed $150,000, and forty days have elapsed since the death of the decedent, the successor of the decedent may demand payment on any debts owed to the decedent through a small estate affidavit.

California Requirements:

California requirements are found in the following statutes:

13100.

Excluding the property described in Section 13050, if the gross value of the decedent s real and personal property in this state does not exceed one hundred fifty thousand dollars ($150,000) and if 40 days have elapsed since the death of the decedent, the successor of the decedent may, without procuring letters of administration or awaiting probate of the will, do any of the following with respect to one or more particular items of property:

(a) Collect any particular item of property that is money due the decedent.
(b) Receive any particular item of property that is tangible personal property of the decedent.
(c) Have any particular item of property that is evidence of a debt, obligation, interest, right, security, or chose in action belonging to the decedent transferred, whether or not secured by a lien on real property.
(Amended by Stats. 2011, Ch. 117, Sec. 4. Effective January 1, 2012.)

13101.

(a) To collect money, receive tangible personal property, or have evidences of a debt, obligation, interest, right, security, or chose in action transferred under this chapter, an affidavit or a declaration under penalty of perjury under the laws of this state shall be furnished to the holder of the decedent s property stating all of the following:
(1) The decedent's name.
(2) The date and place of the decedent's death.
(3) At least 40 days have elapsed since the death of the decedent, as shown in a certified copy of the decedent s death certificate attached to this affidavit or declaration.
(4) Either of the following, as appropriate:
(A) No proceeding is now being or has been conducted in California for administration of the decedent s estate.
(B) The decedent s personal representative has consented in writing to the payment, transfer, or delivery to the affiant or declarant of the property described in the affidavit or declaration.
(5) The current gross fair market value of the decedent s real and personal property in California, excluding the property described in Section 13050 of the California Probate Code, does not exceed one hundred fifty thousand dollars ($150,000).
(6) A description of the property of the decedent that is to be paid, transferred, or delivered to the affiant or declarant.
(7) The name of the successor of the decedent (as defined in Section 13006 of the California Probate Code) to the described property.
(8) Either of the following, as appropriate:
(A) The affiant or declarant is the successor of the decedent (as defined in Section 13006 of the California Probate Code) to the decedent s interest in the described property.
(B) The affiant or declarant is authorized under Section 13051 of the California Probate Code to act on behalf of the successor of the decedent (as defined in Section 13006 of the California Probate Code) with respect to the decedent s interest in the described property.
(9) No other person has a superior right to the interest of the decedent in the described property.
(10) The affiant or declarant requests that the described property be paid, delivered, or transferred to the affiant or declarant.
(11) The affiant or declarant affirms or declares under penalty of perjury under the laws of the State of California that the foregoing is true and correct.
(b) Where more than one person executes the affidavit or declaration under this section, the statements required by subdivision (a) shall be modified as appropriate to reflect that fact.
(c) If the particular item of property to be transferred under this chapter is a debt or other obligation secured by a lien on real property and the instrument creating the lien has been recorded in the office of the county recorder of the county where the real property is located, the affidavit or declaration shall satisfy the requirements both of this section and of Section 13106.5.
(d) A certified copy of the decedent s death certificate shall be attached to the affidavit or declaration.
(e) If the decedent s personal representative has consented to the payment, transfer, or delivery of the described property to the affiant or declarant, a copy of the consent and of the personal representative s letters shall be attached to the affidavit or declaration.

(Amended by Stats. 2011, Ch. 117, Sec. 5. Effective January 1, 2012.)

13102.

(a) If the decedent had evidence of ownership of the property described in the affidavit or declaration and the holder of the property would have had the right to require presentation of the evidence of ownership before the duty of the holder to pay, deliver, or transfer the property to the decedent would have arisen, the evidence of ownership, if available, shall be presented with the affidavit or declaration to the holder of the decedent s property.
(b) If the evidence of ownership is not presented to the holder pursuant to subdivision (a), the holder may require, as a condition for the payment, delivery, or transfer of the property, that the person presenting the affidavit or declaration provide the holder with a bond or undertaking in a reasonable amount determined by the holder to be sufficient to indemnify the holder against all liability, claims, demands, loss, damages, costs, and expenses that the holder may incur or suffer by reason of the payment, delivery, or transfer of the property. Nothing in this subdivision precludes the holder and the person presenting the affidavit or declaration from dispensing with the requirement that a bond or undertaking be provided and instead entering into an agreement satisfactory to the holder concerning the duty of the person presenting the affidavit or declaration to indemnify the holder.

(Enacted by Stats. 1990, Ch. 79.)

13103

If the estate of the decedent includes any real property in this state, the affidavit or declaration shall be accompanied by an inventory and appraisal of the real property. The inventory and appraisal of the real property shall be made as provided in Part 3 (commencing with Section 8800) of Division 7. The appraisal shall be made by a probate referee selected by the affiant or declarant from those probate referees appointed by the Controller under Section 400 to appraise property in the county where the real property is located.

(Enacted by Stats. 1990, Ch. 79.)

13104.

(a) Reasonable proof of the identity of each person executing the affidavit or declaration shall be provided to the holder of the decedent s property.
(b) Reasonable proof of identity is provided for the purposes of this section if both of the following requirements are satisfied:
(1) The person executing the affidavit or declaration is personally known to the holder.
(2) The person executes the affidavit or declaration in the presence of the holder.
(c) If the affidavit or declaration is executed in the presence of the holder, a written statement under penalty of perjury by a person personally known to the holder affirming the identity of the person executing the affidavit or declaration is reasonable proof of identity for the purposes of this section.
(d) If the affidavit or declaration is executed in the presence of the holder, the holder may reasonably rely on any of the following as reasonable proof of identity for the purposes of this section:
(1) An identification card or driver s license issued by the Department of Motor Vehicles of this state that is current or was issued during the preceding five years.
(2) A passport issued by the Department of State of the United States that is current or was issued during the preceding five years.
(3) Any of the following documents if the document is current or was issued during the preceding five years and contains a photograph and description of the person named on it, is signed by the person, and bears a serial or other identifying number:
(A) A passport issued by a foreign government that has been stamped by the United States Immigration and Naturalization Service.
(B) A driver s license issued by a state other than California.
(C) An identification card issued by a state other than California.
(D) An identification card issued by any branch of the armed forces of the United States.
(e) For the purposes of this section, a notary public s certificate of acknowledgment identifying the person executing the affidavit or declaration is reasonable proof of identity of the person executing the affidavit or declaration.
(f) Unless the affidavit or declaration contains a notary public s certificate of acknowledgment of the identity of the person, the holder shall note on the affidavit or declaration either that the person executing the affidavit or declaration is personally known or a description of the identification provided by the person executing the affidavit or declaration.

(Enacted by Stats. 1990, Ch. 79.)

Affidavit for Collection of Personal Property - Probate Code Section 13100 - Small Estates under $184,500

California Requirements:

California requirements are found in the following statutes:

13100.

13101.

(Amended by Stats. 2011, Ch. 117, Sec. 5. Effective January 1, 2012.)

13102.

(Enacted by Stats. 1990, Ch. 79.)

13103

(Enacted by Stats. 1990, Ch. 79.)

13104.

(Enacted by Stats. 1990, Ch. 79.)

Downey California Affidavit for Collection of Personal Property - Probate Code Section 13100 - Small Estates under $184,500

Description

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How to fill out California Affidavit For Collection Of Personal Property - Probate Code Section 13100 - Small Estates Under $184,500?

Form popularity

FAQ

How to complete an affidavit for collection of personal property?

What is an affidavit for collection of personal property under California probate code 13100?

How do I fill out an estate document?

How much does an estate have to be worth to go to probate in California?

How much does an estate have to be to avoid probate in California?

What is Section 13100 of the Probate Code?

How much is exempt from probate in California?

What size estate is needed to avoid probate in California?

How long do you have to file probate after death?

Can property be transferred without probate in California?

Interesting Questions

What is the Downey Affidavit for Collection of Personal Property?

Who can use the Downey Affidavit?

What is the purpose of the Downey Affidavit?

What is considered personal property under the Downey Affidavit?

How do I determine if the value of the estate is under $184,500?

Who should sign the Downey Affidavit?

Trusted and secure by over 3 million people of the world’s leading companies

Downey California Affidavit for Collection of Personal Property - Probate Code Section 13100 - Small Estates under $184,500

Description

Related forms

Viewed forms

How to fill out California Affidavit For Collection Of Personal Property - Probate Code Section 13100 - Small Estates Under $184,500?

Form popularity

FAQ

How to complete an affidavit for collection of personal property?

What is an affidavit for collection of personal property under California probate code 13100?

How do I fill out an estate document?

How much does an estate have to be worth to go to probate in California?

How much does an estate have to be to avoid probate in California?

What is Section 13100 of the Probate Code?

How much is exempt from probate in California?

What size estate is needed to avoid probate in California?

How long do you have to file probate after death?

Can property be transferred without probate in California?