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Affidavit Of Claiming Successor (Small Estate Affidavit-Deceased On Or After January 2006) - Oregon
| Affidavit Of Claiming Successor (Small Estate Affidavit-Deceased On Or After January 2006) Form. This is a Oregon form and can be used in Decedents Estate Probate Circuit Court Marion Local County . |
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IN THE CIRCUIT COURT OF THE STATE OF OREGON FOR THE THIRD JUDICIAL DISTRICT In the Matter of the Small Estate of ) ) ) ) ) ) ss. Case No. AFFIDAVIT OF CLAIMING SUCCESSOR (SMALL ESTATE AFFIDAVIT) Deceased. STATE OF OREGON County of Marion ) ) ) I swear that the following statements are true: 1. The affiant. My name and address are: __________________________________________________________________________________ _________________________________________________________________________________ _________________________________________________________________________________ I have authority to file this affidavit because: [check at least one that applies] I am an heir of the decedent, and the decedent left no will. I am a devisee of the decedent under the decedent's will. I am named the personal representative under the decedent's will. I am a creditor and have not been paid the full amount owed to me within 60 days of the decedent's death. Creditors must check the box that applies: The decedent died intestate and without heirs. I have attached written authorization from the Division of State Lands allowing me to file this small estate proceeding; or Authorization from the Division of State Lands is not required because the decedent died testate or left heirs. 2. The decedent. Age: Soc. Sec. No. ______________________________________________________ Date of death: _______________ Place of death: ______________________ or mailing address: A certified copy of the death certificate is attached. Name: Home Small Estate Affidavit - Page 1 of 4 FC (8/4/09) American LegalNet, Inc. www.FormsWorkFlow.com 3. The decedent's estate. The following property is in the decedent's estate: Real Property [attach a legal description] Fair Market Value [maximum total value $150,000] ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ Personal Property [PERS accounts, bank accounts, jewelry, etc.] Fair Market Value [maximum total value $50,000] ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ["Fair market value" means the value of the property on the open market (between unrelated parties), not reduced to reflect debts owed against the property. Do not include property that transfers automatically to others following death (such as joint bank accounts).] 4. Affidavit should be filed in Marion County. This small estate affidavit should be filed in Marion County because [check at least one that applies]: The decedent died in Marion County. At death, the decedent lived in or had a home in Marion County. The decedent had property located in Marion County at death or when this affidavit is filed. Thirty or more days have passed since the decedent died. 5. No probate estate exists. No application or petition for the appointment of a personal representative has been granted in Oregon. [This means that no Oregon court has opened a probate estate for the decedent.] Is there a will? [Check the one that applies] 6. The decedent died testate (did leave a will). The original will (not a copy) is attached. The decedent died intestate (did not leave a will). 7. The heirs. The heirs of the decedent, and their addresses, are: Name of each heir Relationship to decedent Last-known address ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ Small Estate Affidavit - Page 2 of 4 FC (8/4/09) American LegalNet, Inc. www.FormsWorkFlow.com 8. The devisees. [This part only applies if the decedent left a will. If the decedent did not leave a will, write in "none."] The devisees named in the decedent's will, and their last-known addresses, are: Name of each devisee Last-known address ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ 9. Notice to heirs and devisees. I promise to give to each heir and each devisee, if any, (1) a copy of this affidavit showing the date of filing and (2) a copy of the will, if the decedent died testate. I will do this by delivering or mailing the papers to the heirs and devisees at the last-known addresses. I will do this within 30 days after this affidavit is filed with the court. Who gets what? The following people are entitled to the following property: 10. Name of heir or devisee Property to be received ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ [If a will exists, the will governs who gets what. If no will exists, the laws of intestacy apply (see the instructions). If one person is to receive the entire estate, state "entire estate" or "100% of residue" under "Property to be received." If, for example, three people share the estate equally, state "one-third of residu
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