Alabama Petition for Summary Distribution Form (Small 2025

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The document is an Alabama Petition for Summary Distribution, which outlines the necessary information and declarations regarding the estate of a deceased individual. It includes details about the decedent's death, the affiant's relationship to the decedent, asset and liability listings, and confirms that there is no pending probate administration. The affidavit must be notarized and includes sections for disinterested witnesses.
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A Direct Petition for Refund (form: ST-5) may be filed for tax paid directly to the Alabama Department of Revenue. A Petition for Refund of Taxes Paid to Seller (form: ST-6) may be filed by the consumer/pur- chaser who paid the tax directly to the seller.
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.
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.
Instead of a small estate affidavit, Alabama allows for distribution of small estates through an abbreviated estate process known as summary distribution. To qualify for summary distribution, the estate must meet the criteria of a small estate as defined by the statute.
The Alabama Small Estates Act was passed in 1979 and amended in 2009. This Act provides a method, through a court proceeding, to distribute personal property of a deceased person in a summary distribution manner to a surviving spouse, or appropriate distributes of the decedent, without full probate administration.

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People also ask

A: No, a small estate affidavit can only be used if the person died without a valid will. Q: Is an attorney required to complete a small estate affidavit? A: No, an attorney is not required. However, Isaac Shutt recommends that people seek help from a probate attorney, particularly if you are unsure about the process.
How to Write an Affidavit Step 1: Writing the Title of the Affidavit. Step 2: Providing Personal Background Information. Step 3: Opening Sentence in First Person Tense. Step 4: Stating the Facts of the Case. Step 5: Including One Fact Per Paragraph. Step 6: Including Exhibits. Step 7: Confirming the Truth.

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by J Gricar and inexpensive distribution of small estates.0. As the statute now stands, there is allowed a summary administration of estates which do not exceed $3,000

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Alabama Small Estates Act

Information regarding the Small Estates Act and Summary Distribution thereunder is located on the Probate Courts web site under the Judicial Section.

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