A Kansas Small Estate Affidavit is a sworn document that lets a deceased person’s heir or beneficiary collect the decedent’s personal property โ bank accounts, paychecks, insurance proceeds, and vehicles โ without opening a probate case, as long as the probate estate is worth $75,000 or less. It is authorized by K.S.A. 59-1507b, and the official version most people use is the Kansas Judicial Council form, Rev. 12/2023.
This tool exists because full probate in Kansas can take months and cost thousands of dollars, which feels crushing when a family just lost someone and only needs to move a modest bank balance. The cap jumped from $40,000 to $75,000 on July 1, 2023, opening this faster path to far more grieving families. Kansas does not even require you to file this affidavit with a court โ you hand it straight to the bank, the employer, or the Kansas Division of Vehicles, and the institution releases the property.
Here is what you will learn in this guide:
- ๐ Exactly what each numbered paragraph on the affidavit asks and how to answer it line by line
- ๐งพ Which documents to gather first so the bank or DMV does not turn you away
- ๐จโ๐ฉโ๐ง Three real-world walkthroughs showing what a spouse, a child, and siblings each write
- โ ๏ธ The field-level mistakes that get affidavits rejected and how to avoid them
- โ Field-specific FAQs that answer the “what do I write in box ___” questions filers ask most
What the Kansas Small Estate Affidavit Is and Who Must File It
The Kansas Small Estate Affidavit is a notarized statement, made under oath, in which a qualified heir or beneficiary swears that an estate is small enough to skip probate and asks an institution to transfer the decedent’s property to them. The legal name on the Judicial Council form is “Small Estates Affidavit โ Transferring Certain Personal Property in Estates Under $75,000 Pursuant to K.S.A. 59-1507b.” The person who signs it is called the affiant.
You can use this affidavit when the decedent’s probate estate โ the property that would have passed through probate โ is worth $75,000 or less, not counting real estate. Real estate, such as a house or land, cannot be transferred with this form, and that single point trips up more families than any other. Jointly owned accounts, payable-on-death accounts, and life insurance with a named living beneficiary already pass outside probate, so you do not count those toward the cap either.
The statute, K.S.A. 59-1507b, says the transfer “is treated as one to the personal representative of the decedent,” and the institution that hands over the property gets a full legal release for doing so. That release is the whole reason banks accept the form โ it protects them from being sued by another heir later. The consequence of ignoring the statute is simple: if you try to use this affidavit on an estate over $75,000 or on real estate, the bank or DMV will reject it and you will be forced into formal probate. A common misconception is that this form makes you the legal “executor” of the estate; it does not โ it only entitles you to collect specific personal property and pass it to the right heirs.
The typical filer is a pro se family member โ a surviving spouse, an adult child, or a sibling โ handling things without a lawyer while still grieving. You do not need to be named in a will to qualify; an intestate heir under Kansas law can use it too. You must be at least 18 and legally competent, which the form makes you swear to in paragraph (6).
Before You Start: Documents and Information You Need
Gather everything below before you open the form. Walking into a bank with a half-finished affidavit and missing paperwork is the fastest way to be sent home. Here is your pre-filing checklist.
- Certified death certificate. The form requires you to attach one, and you sign under oath that you did; without it the affidavit is legally incomplete and the bank will refuse it. Order extra certified copies from the Kansas Office of Vital Statistics because each institution may want its own.
- The decedent’s full legal name and date of death. You swear to these in paragraph (1), and a name that does not match the account records can freeze the transfer.
- Place of death (location). Paragraph (1) asks where the person died, usually the city and state or county.
- Whether there was a will (testate) or not (intestate). You must check one box in paragraph (1); guessing wrong can misidentify who inherits.
- A copy of the will, if one exists. Some banks ask to see it to confirm the beneficiaries you list, and it tells you who the rightful heirs are.
- Names, ages, relationships, and addresses of all heirs or beneficiaries. Paragraph (4) demands all of them; leaving one out can later void the transfer for that person.
- A full list of the personal property and each item’s value. Paragraph (5) needs property descriptions, account numbers, and dollar values, including insurance proceeds payable to the estate.
- Vehicle details (VIN, year, make, style, odometer reading), if a car is involved. The Division of Vehicles will not retitle a car without these, listed in the vehicle section.
- Proof you are the rightful successor. Bring your photo ID and anything showing your relationship, since paragraph (6) requires you to swear you have the right to succeed to the property.
- Confirmation that no probate case is open. Paragraph (2) requires you to swear none is pending; check the county district court if you are unsure.
If any item is missing, stop and get it first. The most damaging gap is the certified death certificate, because the affidavit itself states it is attached โ signing without it is swearing to something untrue.
Where to Get the Form and How to Access It
The authoritative source is the Kansas Judicial Council, which publishes the current Rev. 12/2023 PDF titled “Small Estates Affidavit โ K.S.A. 59-1507b.” This single form now folds in the vehicle fields that used to live only on the KDOR Form TR-83b, so one document can move both bank money and a car title.
Always confirm the revision date in the footer reads Rev. 12/2023 KSJC. An older 11/2019 version still floating around the internet lists the outdated $40,000 cap, and using it can cause confusion at the bank or cause you to wrongly conclude your estate is too big. Kansas Legal Services also hosts the form and a plain-language explainer, which is helpful for low-income filers.
Print the form on plain white paper, single-sided, so the notary and the bank can read every box. You can type your answers into the PDF before printing or fill it in by hand in black ink. Do not sign it until you are in front of a notary, because paragraph (6) and the jurat must be witnessed. A common misconception is that you must e-file this with a court โ you do not; Kansas requires no court filing at all for this affidavit, and one Kansas attorney explains it is simply shown to the holder of the property.
Step-by-Step: How to Fill Out the Kansas Small Estate Affidavit Line by Line
Work through the form in the order the paragraphs appear. Each numbered paragraph below matches a paragraph on the official Rev. 12/2023 form. Use the decedent’s records, the will (if any), and your checklist as you go.
Caption: State of Kansas and County
What it asks in plain English. The top of the form asks for the State (already printed as Kansas) and the County where you are signing the affidavit.
How to answer it. Write the county where you and the notary are located, in all caps for clarity, such as SEDGWICK. This is the county of signing, not necessarily where the decedent lived.
Example. Maria Lopez signs in Wichita, so she writes SEDGWICK on the County line.
Nuance or edge case. If you sign in a different county than where the decedent died, that is fine โ the form cares about where the oath is taken, so match it to the notary’s location.
Common mistake and consequence. Writing the decedent’s county of residence instead of the signing county can make the notary’s jurat inconsistent, and a picky bank may question whether the oath was valid.
Misconception. People think the county must match the decedent’s home county; it does not โ it must match where the notarization happens.
Affiant Name (Person Making the Statement)
What it asks in plain English. The blank before “being duly sworn states” wants your full legal name as the person making the sworn statement.
How to answer it. Print your full legal name exactly as it appears on your photo ID, first, middle, and last. Do not use a nickname.
Example. Maria Lopez writes Maria Elena Lopez on the affiant line.
Nuance or edge case. If more than one heir wants to be an affiant, the form is built for one primary affiant who then apportions property to the others in paragraph (6); each extra affiant generally needs their own form for property titled only to them.
Common mistake and consequence. Using a nickname like Liz instead of Elizabeth can cause a mismatch with your ID, and the notary may refuse to notarize.
Misconception. Filers think the affiant must be the eldest child or the will’s executor; in fact any qualified heir or beneficiary who is the successor in interest can sign.
Paragraph (1): Date of Death, Testate or Intestate, Location, and Value
What it asks in plain English. This paragraph asks the date and year the person died, whether they died testate (with a will) or intestate (without one), where they died, and confirms the estate is not over $75,000. It also states you attached a certified death certificate.
How to answer it. Fill the date and year (such as March 4, 2026), check exactly one box โ testate or intestate โ and write the place of death. By signing, you confirm the probate estate is $75,000 or less and that the certified death certificate is attached.
Example. Maria writes March 4, 2026, checks intestate, and writes Topeka, Kansas as the location.
Nuance or edge case. If you are unsure whether a stray will is valid, remember that “testate” means a valid will exists; if no valid will controls, check intestate and let Kansas intestacy rules decide the heirs.
Common mistake and consequence. Checking both boxes, or neither, leaves the document ambiguous, and the bank cannot tell who the lawful heirs are, so it will reject the form.
Misconception. People believe the $75,000 cap includes the house; it does not โ real estate is excluded, and only the probate personal property counts.
Paragraph (2): No Probate Petition Pending
What it asks in plain English. This paragraph is a sworn statement that no one has asked a court to appoint an executor or administrator, and none has been appointed.
How to answer it. You do not write anything here; by signing the affidavit you swear this is true. Confirm it is true before you sign by checking with the district court in the decedent’s county.
Example. Before signing, James Carter calls the Johnson County District Court clerk and confirms no estate case is open for his father, so he can sign safely.
Nuance or edge case. If a probate case was opened and then closed or dismissed, the safest move is to wait until you are certain nothing is “pending or has been granted,” because the words on the form are strict.
Common mistake and consequence. Signing while a probate petition is actually pending is a false oath, and the transfer can be undone, exposing you to liability to other heirs.
Misconception. Filers think a will being “filed” with the court counts as a probate petition; merely depositing a will is different from petitioning to appoint a personal representative.
Paragraph (3): Debts, Claims, and Taxes Will Be Paid
What it asks in plain English. This paragraph swears that all the decedent’s unpaid debts, claims, and any estate or inheritance taxes have been or will be paid.
How to answer it. Nothing is written here; signing affirms it. Make a real plan to pay valid debts from the collected property before distributing it to heirs.
Example. Maria knows her mother owed $1,200 on a credit card, so she sets that money aside from the bank account before splitting the rest.
Nuance or edge case. Kansas has no state inheritance tax, but federal obligations or a final income tax bill can still exist, so do not assume “taxes” means zero.
Common mistake and consequence. Distributing every dollar to heirs and ignoring a known creditor breaks this sworn promise, and creditors can pursue you personally for the amount you should have reserved.
Misconception. People assume death erases debts; valid debts survive and must be addressed before heirs are paid.
Paragraph (4): Names, Ages, Relationships, and Addresses of Heirs or Beneficiaries
What it asks in plain English. This is a table asking you to list every beneficiary under the will, or every heir under intestacy, with their name, age, relationship to the decedent, and address.
How to answer it. List each person on a row: full name, current age, relationship (such as Daughter), and full mailing address. Include yourself if you are an heir.
Example. James lists James Carter, 41, Son, 812 Oak St., Olathe, KS 66061 and his sister Dana Carter, 38, Daughter, 5 Pine Ct., Lenexa, KS 66215.
Nuance or edge case. For an intestate estate, use the Kansas order of heirs โ spouse and children first โ and if a child died before the decedent, that child’s children usually take their share, so list the grandchildren.
Common mistake and consequence. Leaving out one heir to keep more for yourself is fraud, and the omitted heir can later void the transfer and sue you.
Misconception. Filers think only adults go on this list; minor heirs must be listed too, with arrangements made for their share.
Paragraph (5): The Personal Property and Its Value
What it asks in plain English. This table asks you to describe each piece of the decedent’s probate personal property and its dollar value, including insurance proceeds payable to the estate, identified by policy number.
How to answer it. List each asset with enough detail to identify it โ Intrust Bank checking #**4821, $14,300 โ and put the value in the value column. Add the values to confirm the total stays at or under $75,000.
Example. Maria lists Capitol Federal savings #7765, $18,200 and State Farm life policy #LP-90233 payable to estate, $5,000.
Nuance or edge case. A life insurance policy paid to a named living person passes outside the estate and is not listed; only insurance payable to the estate belongs in this box.
Common mistake and consequence. Listing a payable-on-death or jointly owned account inflates the total and can wrongly push you over the $75,000 cap, costing you the simple process.
Misconception. People think household goods must each be appraised; reasonable good-faith estimates of value are accepted, not formal appraisals.
Vehicle Section: VIN, Year, Make, Style, Value, and Odometer
What it asks in plain English. If a car is involved, this section asks for each vehicle’s VIN, year, make, style, value, and a certified odometer reading.
How to answer it. Enter the VIN exactly from the title, the year, make, and style, the vehicle’s value, and the odometer reading with no tenths, then mark whether the reading is Actual, Exceeds Mechanical Limits, or Not Actual. This section feeds the Division of Vehicles and replaces the old TR-83b.
Example. James enters VIN 1HGCM82633A004352, 2018 Honda Sedan, value $11,500, odometer 96,452, marked Actual.
Nuance or edge case. You only need the VIN and odometer details if you are submitting the form to the DMV to transfer a title; for a bank-only transfer you can leave the vehicle fields blank.
Common mistake and consequence. Skipping the odometer certification or copying the VIN wrong causes the Division of Vehicles to reject the title transfer and send you back to start over.
Misconception. Filers think a separate TR-83b is still required; the Rev. 12/2023 affidavit can be used in place of KDOR Form TR-83b for the car.
Paragraph (6): Right to Succeed and Apportionment
What it asks in plain English. This paragraph has you swear you have the right to succeed to the property, that you are over 18 and competent, and it asks how the property should be split among heirs.
How to answer it. Fill in the apportionment โ who gets what โ either by asking the holder to divide it among the heirs as listed, or by stating you will receive it all and distribute it yourself. Spell out each share clearly.
Example. Maria writes that the savings will be apportioned equally among the three siblings, $6,066.67 each after debts.
Nuance or edge case. The form gives two options: request the property be apportioned by the institution, or agree to receive it and distribute it yourself; choose the second only if the other heirs trust you to hand over their shares.
Common mistake and consequence. Leaving the apportionment blank when there are multiple heirs leaves the bank unsure how to split funds, and it may refuse to release anything.
Misconception. People think signing here makes them the owner of everything; you are only a conduit who must pass each heir their lawful share.
Signature and Notarization (Jurat)
What it asks in plain English. The bottom asks for your signature and then has a notary certify that you swore to the affidavit on a given date.
How to answer it. Sign only in front of the notary. The notary fills the “Subscribed and sworn to before me on (date) by (your name),” signs, adds their title, stamp, and commission expiration. Authority for the oath is K.S.A. 53-601 and 59-1507b.
Example. Maria signs Maria Elena Lopez, and the notary dates it June 5, 2026, stamps the seal, and writes the commission expiration.
Nuance or edge case. Many banks offer free notary service to customers, so you can sometimes sign and present the form in one visit.
Common mistake and consequence. Signing before reaching the notary voids the jurat, because the notary cannot certify they watched you swear, and the affidavit will be rejected.
Misconception. Filers think a witness is the same as a notary; only a commissioned notary’s seal satisfies this form.
Three Filled-Out Examples Using Real Scenarios
Below are three of the most common fact patterns Kansas families face, each following one named person through the affidavit.
Scenario 1: Surviving Spouse, Bank Account, With a Will
Robert Hayes died with a will leaving everything to his wife, Linda. The only probate asset is a $22,000 checking account.
| Form Section | What Linda Enters |
|---|---|
| County | SHAWNEE |
| Affiant name | Linda Marie Hayes |
| Paragraph (1) date/year | January 12, 2026 |
| Testate or intestate | Checks testate (with a will) |
| Location of death | Topeka, Kansas |
| Paragraph (4) heirs | Linda Hayes, 67, Spouse, 19 Maple Dr., Topeka, KS 66604 |
| Paragraph (5) property | Envista CU checking #**3320, $22,000 |
| Paragraph (6) apportionment | All to Linda Marie Hayes as sole beneficiary |
| Signature/notary | Signed before notary on January 20, 2026 |
Scenario 2: Adult Child, Intestate Parent, Account Plus a Car
Helen Ward died without a will. Her only child, David, must collect a $16,000 savings account and retitle her car.
| Form Section | What David Enters |
|---|---|
| County | DOUGLAS |
| Affiant name | David Allen Ward |
| Paragraph (1) date/year | February 28, 2026 |
| Testate or intestate | Checks intestate (without a will) |
| Location of death | Lawrence, Kansas |
| Paragraph (4) heirs | David Ward, 45, Son, 77 Birch Ln., Lawrence, KS 66044 |
| Paragraph (5) property | Truity savings #**8890, $16,000 |
| Vehicle section | VIN 2T1BU4EE9DC123456, 2017 Toyota Sedan, $9,800, odometer 88,210, Actual |
| Paragraph (6) apportionment | All to David Allen Ward, sole heir |
Scenario 3: Multiple Siblings, Larger Estate With Insurance
Carmen Ruiz died intestate. Her three adult children split a $48,000 estate that includes insurance payable to the estate.
| Form Section | What Sofia (the affiant) Enters |
|---|---|
| County | WYANDOTTE |
| Affiant name | Sofia Ruiz Garza |
| Paragraph (1) date/year | April 3, 2026 |
| Testate or intestate | Checks intestate (without a will) |
| Location of death | Kansas City, Kansas |
| Paragraph (4) heirs | Sofia Ruiz Garza, 50, Daughter; Mateo Ruiz, 47, Son; Ana Ruiz, 44, Daughter (addresses listed) |
| Paragraph (5) property | Bank of America checking #**1102, $33,000; MetLife policy #ML-4471 payable to estate, $15,000 |
| Paragraph (6) apportionment | Equal thirds, $16,000 each after debts |
| Signature/notary | Sofia receives and distributes shares to siblings |
How to File the Completed Kansas Small Estate Affidavit
Kansas does not require you to file this affidavit with any court, which surprises many people. Instead, you present the finished, notarized affidavit, with the certified death certificate attached, directly to whoever holds the property. The channels below depend on what you are collecting.
- Bank, credit union, or employer (in person or by mail). Take or mail the original notarized affidavit and certified death certificate to the institution’s branch or estate-processing department. There is no state fee; the institution releases the funds, often within a few days to a few weeks. Keep a copy and ask for a receipt or release letter as your proof of transfer, since paragraph (3) makes you responsible for debts.
- Kansas Division of Vehicles for a car title (in person at a county treasurer’s office). Bring the affidavit with the completed vehicle section, the certified death certificate, the title, and your ID to your county treasurer motor vehicle office. Title and registration fees apply and vary by county and vehicle; accepted payment is usually cash, check, or card. Keep the new title and receipt as proof.
- Insurance company (by mail or portal). Send the affidavit and death certificate to the insurer’s claims department when proceeds are payable to the estate; processing often runs two to four weeks. Save the claim confirmation number.
There is no statewide online portal for this affidavit because it is an institution-to-institution document, not a court filing. Always keep the original for yourself when possible and give institutions certified copies, or get the original back after they copy it.
What Happens After You File the Kansas Small Estate Affidavit
Once an institution accepts your affidavit, it transfers the property to you and, under K.S.A. 59-1507b, receives a full legal discharge for doing so. That means the bank or DMV is protected, and the legal duty to handle the property correctly shifts to you as the affiant. The transfer is treated as one made to the decedent’s personal representative.
Your job is not done when the money lands in your hands. You must first pay the decedent’s valid debts, claims, and any taxes you swore to handle in paragraph (3), then distribute the remainder to the heirs exactly as you listed in paragraph (6). Skipping a creditor or shorting an heir can expose you to personal liability.
If a new asset surfaces later โ say, a forgotten bank account โ you can usually prepare a second affidavit for it, as long as the total estate still stays at or under $75,000. If the newly found property pushes the estate over the cap, you may have to open formal probate after all. A common misconception is that the affidavit “closes” the estate like a court order; it does not, so keep your records, receipts, and the death certificate copies for several years in case an heir or creditor raises a question.
Mistakes to Avoid When Filling Out the Form
Small errors on this form cause big delays. Avoid these specific mistakes.
- Using the old 11/2019 form. It lists the outdated $40,000 cap, which can make you wrongly think your estate does not qualify.
- Counting real estate toward the value. Real estate cannot transfer with this form, so including it confuses the value and can trigger a rejection.
- Checking both testate and intestate boxes. It makes the heirs ambiguous, and the bank cannot process the transfer.
- Including payable-on-death or joint accounts in paragraph (5). Those pass outside probate, so listing them can falsely push you over $75,000.
- Leaving an heir off paragraph (4). The omitted heir can later void the transfer and sue you for their share.
- Signing before seeing the notary. The jurat fails, and the affidavit is invalid.
- Forgetting to attach the certified death certificate. The form states it is attached, so signing without it is a false oath and the institution will refuse it.
- Copying the VIN incorrectly in the vehicle section. The Division of Vehicles will reject the title transfer.
- Skipping the odometer certification. A car title cannot transfer without it.
- Leaving paragraph (6) apportionment blank with multiple heirs. The institution will not know how to split funds and may release nothing.
- Distributing funds before paying known debts. It breaks your sworn promise and makes you personally liable to creditors.
- Using a nickname as the affiant name. A mismatch with your ID can stop the notarization.
Do’s and Don’ts
Keep these quick rules in mind as you complete and present the affidavit.
Do’s
- Do confirm the Rev. 12/2023 footer so you are using the current $75,000 form.
- Do order several certified death certificates because each institution may keep its own copy.
- Do list every heir in paragraph (4) to keep the transfer valid for all of them.
- Do total your paragraph (5) values to make sure you stay at or under $75,000.
- Do sign only in front of a notary so the jurat holds up.
- Do set aside money for debts and taxes before paying heirs, as paragraph (3) requires.
Don’ts
- Don’t try to transfer real estate with this form, because it only covers personal property.
- Don’t include joint or payable-on-death accounts in the value, since they pass outside probate.
- Don’t guess on the testate or intestate box if you are unsure whether a will is valid.
- Don’t omit a minor heir just because they cannot sign; their share still must be accounted for.
- Don’t file this with a court expecting an order, because Kansas requires no court filing here.
- Don’t distribute everything immediately before confirming no creditors are owed.
Pros and Cons of Filing on Your Own vs. With Help
Many Kansas families complete this affidavit alone, but some estates are better handled with an attorney. Weigh both sides.
Pros of filing pro se (on your own)
- It saves money, since there are no court costs and no attorney fees for a straightforward estate.
- It is fast, because you skip the months-long probate timeline.
- It is simple for clean estates, where one or two accounts go to obvious heirs.
- No court appearance is needed, which lowers stress for grieving families.
- You control the timing, presenting the form whenever your documents are ready.
Cons of filing pro se (and reasons to get help)
- You bear personal liability if you misjudge debts or shortchange an heir.
- Disputes among heirs can quickly outgrow a do-it-yourself affidavit and need legal guidance.
- Borderline values near $75,000 risk rejection if you miscount, where an attorney adds certainty.
- Real estate or out-of-state property cannot use this form, and a lawyer can map the right path.
- A wrong testate/intestate call can misdirect inheritance, and legal advice prevents costly errors. Kansas Legal Services offers low-cost help for those who qualify.
Small Estate Affidavit vs. Full Probate in Kansas
Knowing when the affidavit is enough โ and when it is not โ saves families time and money. This table compares the two paths.
| Small Estate Affidavit (K.S.A. 59-1507b) | Full Probate Administration |
|---|---|
| For probate estates of $75,000 or less | For estates over $75,000 or with disputes |
| No court filing required | Filed with the county district court |
| No filing fee for the affidavit itself | Court costs and often attorney fees apply |
| Covers personal property only | Can transfer real estate and all assets |
| Often resolved in days or weeks | Commonly takes several months |
| Affiant collects and distributes property | Court appoints an executor or administrator |
FAQs
Do I include the decedent’s house in the $75,000 limit?
No. Real estate is excluded from the $75,000 cap and cannot transfer with this affidavit; only the probate personal property, like accounts and vehicles, counts toward the limit.
Do I have to file this affidavit with a Kansas court?
No. Kansas requires no court filing; you present the notarized affidavit directly to the bank, employer, insurer, or Division of Vehicles holding the property.
Do I write the decedent’s county or my county in the caption?
No, not the decedent’s county. You write the county where you sign before the notary, since the caption supports the oath, not the decedent’s residence.
Do I check testate or intestate if there is no valid will?
Yes, check intestate. “Intestate” means no valid will controls, and Kansas intestacy rules then decide the heirs you list in paragraph (4).
Do I list a payable-on-death account in paragraph (5)?
No. Payable-on-death and joint accounts pass outside probate, so they do not belong in paragraph (5) and should not count toward the $75,000 total.
Do I need a separate TR-83b to transfer a car?
No. The Rev. 12/2023 affidavit includes the vehicle fields and can be used in place of KDOR Form TR-83b at the Division of Vehicles.
Do I have to be named in the will to sign this affidavit?
No. An intestate heir who is the successor in interest can sign; you only must be over 18, competent, and entitled to the property.
Do I need to get the affidavit notarized?
Yes. Paragraph (6) and the jurat must be sworn before a notary, who adds the seal, signature, title, and commission expiration date.
Do I attach the death certificate or just bring it?
Yes, attach it. The affidavit states a certified copy is attached, so a certified death certificate must be physically attached to the form.
Do I write the odometer reading with tenths in the vehicle box?
No. The form says enter the odometer reading with no tenths and then certify whether it is actual, exceeds mechanical limits, or not actual.
Do I have to pay the decedent’s debts before paying heirs?
Yes. Paragraph (3) makes you swear debts, claims, and taxes have been or will be paid, so reserve money before distributing shares.
Do I file a new affidavit if I find more money later?
Yes, usually. You can prepare another affidavit for the new asset as long as the total estate still stays at or under the $75,000 cap.
Do all heirs have to sign the form?
No. One qualified affiant signs and apportions the property in paragraph (6), though all heirs must be listed by name, age, relationship, and address.
Related reading
- How to Fill Out Indiana Small Estate Affidavit (w/Examples) + FAQs
- How to Fill Out the Kansas Application for Informal Probate (Petition for Informal Administration) + FAQs
- How to Fill Out the Kansas Inventory and Appraisement of the Estate + FAQs
- How to Fill Out Kentucky Small Estate Affidavit (w/Examples) + FAQs
- How to Fill Out the Oklahoma Small Estate Affidavit (w/Examples) + FAQs
- How to Fill Out a South Dakota Small Estate Affidavit (w/ Examples) + FAQs
- How to Fill Out Arkansas Petition for Probate of Will (w/Examples) + FAQs