California Affidavit of Small Estate

California is also a Western US state which is famous for its cliff-lined beaches, redwood forest, mountains, and deserts. The personal property of a deceased person is collected and distributed through a small document known as an affidavit of small estate also called ‘Petition to Determine Succession to Real Property’.

The affidavit is a legal document on which an affiant take oath in front of a commissioner.

There is no need to go to the court if the personal property of decedents like money in the bank account and the stock is equal to or less than $150,000. Here, it is important to mention that one can collect and distribute real property like a house through this California small estate affidavit. Also, the affidavit of small estate can only be used by the person who has a legal right to inherit the property of the deceased. You can take a lawyer to figure out whether you have a legal right to inherit the property or not. Keep in mind that you can submit an affidavit of small estate 40 days after the death of the person.

Affidavit of Small Estate for California

County of: ___________
State of: California

This Affidavit of the small estate is executed for the purpose of establishing [AFFIANT NAME] as a legal heir for the herein mentioned estate of the Decedent.

1.     The decedent [DECEDENT NAME], has died on [DATE OF DEATH], in the county of [COUNTY] and State of [STATE].
2.     The decedent passed away [days elapsed] days ago.
3.     An attested copy of the death certificate of the decedent is attached to this document.
4.     I [HEIR’S NAME], am an heir to the decedent’s estate which has no will attributed to it and is not under administration by any court of [STATE].
5.     There is no other individual who has been deemed eligible for the transfer of decedent’s estate mentioned herein.
6.   List of all Property Included in the estate

DESCRIPTION OF DECEDENT’S ESTATE:

The overall value of all estate combined is: ____________________

AFFIANT DETAILS

I reside at ___________________ , ________________ , _________________. [RESIDENTIAL ADDRESS]

I can be contacted through my Phone number: [PHONE NUMBER] or email address: [EMAIL ADDRESS].

Affiant’s Signature______________________
Date_________________________________

Notary Signature_______________________
Date_________________________________
My commission Expires:__________________

(Notary Seal)__________________________