Small estate affidavit 1991 form-2025

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  1. Click ‘Get Form’ to open the small estate affidavit 1991 form in the editor.
  2. Begin by entering your name as the affiant in the designated field. Ensure that you provide both your post office and residence addresses accurately.
  3. If you are an out-of-state resident, indicate your agent for service of process in Illinois, including their name and address.
  4. Fill in the decedent's name and date of death. Attach a copy of the death certificate as required.
  5. List the decedent's last place of residence and confirm that no letters of office are outstanding on their estate.
  6. Detail the gross value of the decedent's personal estate, ensuring it does not exceed $100,000. List each asset with its fair market value.
  7. Indicate whether all funeral expenses have been paid or list any unpaid amounts along with relevant details.
  8. Provide information about surviving family members, including names and relationships, and calculate any allowable awards for them.
  9. Specify if there is a will or if the decedent died intestate, providing necessary details about heirs or legatees.
  10. Finally, review all entries for accuracy before signing at the bottom of the form to complete your affidavit.

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The Small Estate Form allows the Executor(s)/Next of Kin to legally transfer shares from a person who has passed away into their name(s) and provides information in regards to how the shares can be sold.
Complete the affidavit: Fill out the form with the decedents information, a list of their assets and the names and addresses of all heirs or beneficiaries. Notarize the affidavit: Sign the completed affidavit in front of a notary public. Some states might also require additional witnesses.
While it is possible to file the affidavit without legal assistance, it may be beneficial to consult an attorney if the estate involves complex assets or disputes.
The form is fairly straightforward and requires the following information: Name, address, and date of death of the decedent. Whether the deceased person was ever married. Names of the surviving heirs. Statement that the deceased did not leave a will. Statement that you are an heir under your state intestacy law.
New York law allows families of persons who die with personal property having a value of $50,000 or less to collect money and property of the decedent (the person who died) without court administration.

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Youll need to get a tax identification number for the estate called an employer identification number (EIN). An estate is required to file an income tax return if assets of the estate generate more than $600 in annual income.
FILING FEE: $1.00. Please make check or money order payable to the Surrogates Court of whatever County you are filing in. WILL: If the decedent had a Will, the original Will must be filed with the affidavit.

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