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Transfer Of Affidavit ($50,000 And Under ) PR-1831 - Wisconsin

Transfer Of Affidavit ($50,000 And Under ) Form. This is a Wisconsin form and can be used in Probate Circuit Court Statewide .
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STATE OF WISCONSIN, COUNTY IN THE MATTER OF Transfer by Affidavit ($50,000 and under) Decedent Register of deeds recording area Name and return address Note: Use black ink only. parcel identification number UNDER OATH, I STATE: 1. The decedent, with date of birth was domiciled in address of 2. I am: and date of death County, State of , , with a mailing . . an heir, having the following relationship to the decedent: the person who was guardian of the decedent at the time of the decedent's death. trustee of a revocable trust created by the decedent. 3. The total gross value of the decedent's property subject to administration in Wisconsin on the date of decedent's death was $ (not to exceed $50,000). 4. The decedent: did did not did did not receive Medical Assistance/Medicaid. receive Family Care and/or Partnership benefits (through a Managed Care Organization ­ MCO/CMO). did did not receive benefits from the Community Options Program (COP). did did not receive benefits from the Wisconsin Chronic Disease Program. was was not patient or inmate of a state or county hospital or institution, or responsible for any person owing an obligation to the state or county. If so, explain: The affiant lacks information to complete this section. . 5. If the decedent was ever married, complete the following: (If more than one spouse, see attached.) Name of spouse ( living or deceased): Married to decedent Divorced from decedent at time of decedent's death. The spouse did did not receive benefits from the Community Options Program (COP). The spouse did did not receive benefits from the Wisconsin Chronic Disease Program. The affiant lacks information to complete this section. PR-1831, 05/16 Transfer by Affidavit ($50,000 and under) §§711.03(10) and 867.03, Wisconsin Statutes American LegalNet, Inc. www.FormsWorkFlow.com This form shall not be modified. It may be supplemented with additional material. Transfer by Affidavit ($50,000 and under) Page 2 of 2 6. I ask that the following property be transferred to me under §867.03(1g), Wisconsin Statutes: DESCRIPTION OF ASSETS TO BE TRANSFERRED (If real estate, list legal description and tax parcel number. If personal property (including digital property as defined under §711.03(10), Wis. Stats.), specifically describe property including name of financial institutions and account numbers, if any.) GROSS VALUE 7. By accepting the decedent's property under this section, I assume a duty to apply the property transferred for the payment of obligations according to priorities established under §859.25, Wisconsin Statutes, and to distribute any balance to those persons designated in the appropriate governing instrument, as defined in §854.01, Wisconsin Statutes, or if there is no governing instrument, according to the rules of intestate succession under ch. 852, Wisconsin Statutes. 8. If a decedent or decedent's spouse has received any of the benefits that are listed on page 1 of this affidavit or if unknown, a duplicate affidavit must be sent by certified mail with return receipt requested to the Estate Recovery Program for the State of Wisconsin, Department of Health Services prior to submission of this affidavit for recording. The proof of prior mailed notice should accompany the affidavit for recording, with the delivery date on the mail receipt being at least 10 days prior. State of County of Subscribed and sworn to before me on Signature Name Printed or Typed Notary Public/Court Official Address Name Printed or Typed My commission/term expires: This document was drafted by: Print or Type Name Register of Deeds Office viewed the certified mail receipt. ONLY if this affidavit describes an interest in or lien on real estate, then a certified copy or duplicate original of this affidavit must be recorded with the register of deeds in each county in Wisconsin where the real estate is located. PR-1831, 05/16 Transfer by Affidavit ($50,000 and under) §§711.03(10) and 867.03, Wisconsin Statutes American LegalNet, Inc. www.FormsWorkFlow.com This form shall not be modified. It may be supplemented with additional material. Page 2 of 2 TRANSFER BY AFFIDAVIT (§867.03, Wisconsin Statutes) (1c) DEFINITION. In this section, "guardian" has the meaning given in §54.01(10) or 880.01(3), 2003 statutes. (1g) GENERALLY. When a decedent leaves property subject to administration in this state which does not exceed $50,000 in value, any heir of the decedent, trustee of a revocable trust created by the decedent or person who was guardian of the decedent at the time of the decedent's death may collect any money due the decedent, receive the property of the decedent and have any evidence of interest, obligation to or right of the decedent transferred to the affiant if the heir, trustee or guardian provides to the person owing the money, having custody of the property or acting as registrar or transfer agent of the evidences of interest, obligation to or right, or, if the property is an interest in or lien on real property, provides to the register of deeds preliminary to the recording required under sub. (2m), proof of prior mailed notice under sub. (1m) if applicable and an affidavit in duplicate showing all of the following: (a) A description of and the value of the property to be transferred. (b) The total value of the decedent's property subject to administration in this state at the date of decedent's death. (c) Whether the decedent or the decedent's spouse ever received the family care benefit under §46.286, medical assistance under subch. IV of ch. 49, long-term community support services funded under §46.27(7) or aid under §§49.68, 49.683 or 49.685. (1m) NOTICE OF AFFIDAVIT. (a) Whenever an heir, trustee or person who was guardian of the decedent at the time of the decedent's death intends to transfer a decedent's property by affidavit under sub. (1g) and the decedent or the decedent's spouse ever received the family care benefit under §46.286, medical assistance under subch. IV of ch. 49, long-term community support services funded under §46.27(7) or aid under §§49.68, 49.683 or 49.685, the heir, trustee or person who was guardian of the decedent at the time of the decedent's death shall give notice to the department of health services of his or her intent. The notice shall include the information in the affidavit under sub. (1g) and the heir, trustee or person who was guardian of the decedent at the time of the decedent's death shall give the notice by certified mail, re
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