Affidavit of Heirship Purpose
An affidavit of heirship is a sworn statement identifying the heirs to an estate. However, its purpose and when it’s required vary by jurisdiction and the particulars of the estate.
In some states, like Texas, title companies may accept the affidavit as proof of an heir’s ownership without the property needing to go through probate.
In New York, the affidavit is used in court if the decedent was survived by one or none of its distributees, or if the only surviving distributees are the decedent’s extended family.
Affidavit of Heirship vs. Small Estate Affidavit
An affidavit of heirship establishes a decedent’s lineage in order for the court to assess which parties are entitled to inherit part of the estate. In some instances, this affidavit can be accepted by third parties to collect property out of probate.
A small estate affidavit is used when a decedent’s estate is small enough for a court to allow its distribution without probate (an involved legal process for distributing an estate).
Sample
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AFFIDAVIT OF HEIRSHIP
RE: ESTATE OF [DECEDENT NAME]
I, [AFFIANT NAME], being duly sworn, depose and say:
1. I am over the age of 18 and reside at [AFFIANT ADDRESS]. My relationship to the decedent is [RELATIONSHIP]. I knew the decedent for [#] years from [MM/DD/YYYY] until the decedent’s death.
2. The decedent died on [MM/DD/YYYY], and their place of death was [PLACE OF DEATH]. At the time of their death, the decedent’s residence was at [DECEDENT ADDRESS].
3. I hereby answer the following based on my personal knowledge of the decedent and they are true and correct to the best of my knowledge:
-
- Did the decedent leave a will? ☐ Yes ☐ No
• If yes, has it been filed with probate? ☐ Yes ☐ No
◦ If yes, in what county and state? [COUNTY AND STATE] - If the decedent did not leave a will, has there been an administration of their estate? ☐ Yes ☐ No
• If yes, in what county and state? [COUNTY AND STATE]
◦ If yes, who is the appointed administrator? [ADMINISTRATOR NAME] - At the time of death, the decedent’s marital status was:
☐ Married ☐ Divorced ☐ Single ☐ Widowed
- Did the decedent leave a will? ☐ Yes ☐ No
4. The decedent’s marital history is as follows: [LIST SPOUSES, INCLUDING NAME, DATE OF MARRIAGE, DATE OF DIVORCE, AND DATE OF DEATH]
5. The decedent had the following children (biological or adopted): [LIST CHILDREN, INCLUDING NAME, DOB, ADDRESS, SPOUSAL PARENT, AND DATE OF DEATH]
6. If the decedent had any deceased children who were survived by their own children, fill out the information below. The decedent had the following grandchildren who are heirs of their deceased child(ren): [LIST GRANDCHILDREN, INCLUDING NAME, DOB, ADDRESS, AND PARENT NAME]
7. If the decedent was not survived by any children or grandchildren, fill out the information below. The decedent’s parent’s were: [NAME, DOB, ADDRESS, AND DATE OF DEATH]
8. If the decedent was not survived by any children, grandchildren, or parents, fill out the information below. The decedent had the following siblings (biological or half): [LIST SIBLINGS, INCLUDING NAME, DOB, ADDRESS, AND DATE OF DEATH]
9. If the decedent had any deceased siblings who were survived by their own children, fill out the information below. The decedent had the following nephews and/or nieces who are heirs of their deceased sibling(s): [LIST NEPHEWS/NIECES, INCLUDING NAME, DOB, ADDRESS, AND PARENT NAME]
10. Did the decedent own interest in any real property? ☐ Yes ☐ No ☐ Don’t Know
If yes, provide the legal description of each property: [PROPERTY DESCRIPTION]
11. Did the decedent leave any unpaid debts at the time of death? ☐ Yes ☐ No ☐ Don’t Know
If yes, list the debts: [DEBTS]
By signing below, I am declaring under penalties of perjury that I have read the foregoing affidavit of heirship and the facts stated therein are true to the best of my knowledge.
(Do not sign until you are in front of a notary or clerk.)
Affiant’s Signature: _____________________________
Print Name: [AFFIANT NAME]
Date: ______________
State of [STATE]
County of [COUNTY]
Subscribed and sworn to (or affirmed) before me on this [DAY] day of [MONTH], [YEAR], by [AFFIANT], proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me.
WITNESS my hand and official seal.
Signature: ________________________
My Commission Expires: _______________
(Seal)