Homepage Valid Small Estate Affidavit Template for the State of Connecticut
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The Connecticut Small Estate Affidavit form serves as a crucial tool for individuals seeking to settle the estates of deceased persons without the need for formal probate proceedings. This form is particularly beneficial when the total value of the decedent's estate does not exceed a specified threshold, allowing heirs to claim assets more efficiently. By using this affidavit, individuals can establish their right to inherit personal property, such as bank accounts, vehicles, and other assets, simplifying the transfer process. The form requires the affiant to provide essential information, including details about the decedent, the nature of the estate, and the rightful heirs. It also necessitates the affirmation that the estate qualifies under Connecticut law for small estate procedures. Completing this affidavit can expedite the resolution of estate matters, offering a streamlined alternative to more complex legal processes. Understanding the requirements and implications of the Small Estate Affidavit is essential for those navigating the estate settlement process in Connecticut.

Connecticut Small Estate Affidavit Example

Connecticut Small Estate Affidavit

This document is designed to help individuals manage the estate of a deceased person in Connecticut, as per the Connecticut Probate Court rules, when the total value of the estate does not exceed the amount specified by state law. It allows for the assets of the decedent to be collected without a formal probate process.

Before completing this affidavit, ensure the estate you're managing qualifies under the specific conditions set by Connecticut law. If you are unsure, it may be beneficial to consult with a legal professional.

Personal Information

Full Name of Deceased: ___________________________

Date of Death: ___________________________

Address of Deceased: ___________________________

Your Name: ___________________________

Your Relationship to the Deceased: ___________________________

Your Address: ___________________________

Your Contact Number: ___________________________

Declaration

I, ___________________________ (the "Affiant"), hereby declare under penalty of perjury that:

  1. The information provided is true and accurate to the best of my knowledge.
  2. The decedent was a legal resident of Connecticut at the time of their death.
  3. The total value of the decedent's estate, excluding any assets that can pass to others by law or on the beneficiary designations, does not exceed the amount prescribed by Connecticut law.
  4. At least thirty days have elapsed since the death of the decedent.
  5. No application or petition for the appointment of a personal representative is pending or has been granted in any jurisdiction.
  6. All known debts and taxes of the estate have been paid or adequately provided for.
  7. I am lawfully entitled to collect the property of the decedent.

Estate Assets

Please provide a detailed list of the assets belonging to the estate:

  • Bank accounts: ___________________________
  • Securities (stocks, bonds, etc.): ___________________________
  • Vehicles: ___________________________
  • Real estate (specify location and description): ___________________________
  • Other personal property: ___________________________

Signatures

Affiant's Signature: ___________________________ Date: ___________________________

Witness's Signature: ___________________________ Date: ___________________________

This document does not substitute for legal advice or the services of an attorney. Individuals are encouraged to seek professional legal guidance if there are any questions or concerns about the process or their specific situation.

PDF Information

Fact Name Description
Definition The Connecticut Small Estate Affidavit is a legal document that allows heirs to claim assets of a deceased person without going through formal probate proceedings.
Eligibility This affidavit can be used if the total value of the estate is $40,000 or less, excluding certain assets like real estate.
Governing Law The use of the Small Estate Affidavit in Connecticut is governed by Connecticut General Statutes § 45a-273.
Required Information The affidavit must include details such as the name of the deceased, date of death, and a list of assets.
Signature Requirement All heirs must sign the affidavit, affirming that they are entitled to the assets listed.
Filing Process The completed affidavit should be presented to the financial institutions or entities holding the deceased's assets.
Limitations The Small Estate Affidavit cannot be used for estates that include real property or if there are disputes among heirs.
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