State of indiana form 54794 2026

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The document is a Small Estate Affidavit form for estates valued at $50,000 or less in Indiana. It outlines the necessary information required from the deceased member and the claimant, including Social Security numbers, dates of birth, and addresses. The affidavit includes statements that must be attested to by the affiant regarding the estate's value, elapsed time since death, and entitlement to the deceased member's account. A notary public certification section is also included for validation.

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Click ‘Get Form’ to open the Small Estate Affidavit in the editor.
Begin by entering the Deceased Member Information. Fill in the last four digits of the Social Security number, member’s name, address, Pension ID number, and date of death.
Next, provide Claimant Information. Enter your name, Social Security number or Trust EIN, date of birth, and the portion of the account being claimed along with your address details.
In the Affidavit section, ensure you accurately attest to all statements regarding the estate's value and other required conditions. Sign and print your name as the affiant.
Finally, complete the Notary Public Certification section. Ensure that a notary public witnesses your signature and fills in their information correctly.

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Does an Indiana small estate affidavit need to be notarized?

IC 29-1-8- 1 allows small estates to be settled outside of the probate process. This affidavit must be notarized and must also include a copy of the decedents death certificate please do not include the original death certificate as the Auditors Office is not responsible for returning the original document.

How much can an estate be worth to avoid probate?

A: The minimum value of an estate for probate will vary by state. However, in California, estates valued at more than $166,250 must enter into the probate process.

How do I file a small estate affidavit in Indiana?

Filing the Affidavit First, identify the appropriate court. File the small estate affidavit in the probate court within the Indiana county where the deceased resided. Ensure a waiting period of at least 45 days from the decedents death before filing.

What is the limit for a small estate affidavit in Indiana?

Small Estate Affidavit for Estates Less Than $100,000 In Indiana, an affidavit procedure is available if the value of the gross probate estate (the sum of the all of the property subject to probate) doesnt exceed $100,000 ($50,000 for deaths on or before June 30, 2022).

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

The Role of the Probate Court Probate is a court-supervised process that ensures a deceased persons affairs are handled correctly. In Indiana, probate is crucial, especially for estates worth over $50,000, as mandated by state statutes.

indiana state form 43379

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What is the probate limit in Indiana?

If the total probate estate is worth no more than $50,000 (for deaths before or on June 30, 2022) or $100,000 (for deaths after June 30, 2022), those who inherit personal property (anything but real estate) from the deceased person can prepare a simple affidavit (sworn statement) stating that theyre entitled to

What is an affidavit for transfer without probate in Indiana?

A small estate affidavit is a legal document used in Indiana for transferring estate assets without formal probate. Applicable for estates valued at $50,000 or less, it simplifies asset distribution among heirs.