How to Use (3 Steps)
Step 1 – Check Requirements
Before putting the affidavit to use, the person claiming property/assets (the “affiant”) must ensure that the following requirements are met[4]:
- The total value of the decedent’s estate, less any liens and encumbrances, does not exceed $40,000.
- There hasn’t been an application or petition to the court for the appointment of a personal representative.
- At least 30 days have elapsed from the date of the decedent’s death.
- The affiant is entitled to the personal property or funds they are seeking.
Step 2 – Complete Affidavit
Step 3 – Collect Assets
To collect the decedent’s assets, the affiant will need to present a copy of the affidavit to the asset holder and request that the property be released. The holder will then be legally obligated to transfer possession of the assets to the affiant.[5]
Additional steps are required to transfer the decedent’s vehicle title to another person. The requirements for transferring a vehicle title after death can be found on the Bureau of Motor Vehicles website.