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Click ‘Get Form’ to open the Kentucky Small Estate Affidavit in the editor.
Begin by entering the decedent's name and date of death in the first section. Ensure accuracy as this information is crucial for identification.
Confirm that at least 30 days have passed since the decedent's death, and attach a certified copy of the death certificate as required.
Indicate whether any estate administration proceedings are ongoing or if you have consent from the personal representative for property transfer.
Fill in the current gross fair market value of the decedent's property, ensuring it does not exceed $15,000, and check if an inventory is attached.
List all property to be transferred under Kentucky Probate Code section 391.030 clearly and comprehensively.
Identify the successors of the decedent and confirm your relationship to them by selecting the appropriate checkbox.
Finally, sign and date the affidavit, ensuring all information is true under penalty of perjury before a notary public.

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Does Kentucky have a small estate affidavit?

A Kentucky small estate affidavit, called the Petition to Dispense with Administration, is a legal document that permits estates to be distributed without probate. Under state law, a surviving spouse is entitled to the first $30,000 of the decedents estate, exempt from probate.

Can anyone fill out a small estate affidavit?

Of course, you should always be prepared to consult your estate planning attorney if matters are complicated. Otherwise, most individuals can complete their small estate affidavit on their own.

What is the threshold for small estate affidavit in Kentucky?

You can use a simplified small estate process in Kentucky in several different situations: when you are claiming property worth $30,000 or less and have a qualifying relationship with the deceased person.