SMALL ESTATE AFFIDAVIT AND ORDER

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Transcription:

NO. ESTATE OF IN THE COURT, DECEASED COUNTY, TEXAS SMALL ESTATE AFFIDAVIT AND ORDER and ("Distributees") furnish the following information to the Court pursuant to Section 137 of the Texas Probate Code: 1. ("Decedent") died, 199, in, County, Texas. A certified copy of Decedent's death certificate is attached hereto and made a part hereof. 2. Decedent's fixed place of residence and domicile was in County, Texas. [The principal part of Decedent's property at the time of death was situated in Travis County, Texas.] 3. No petition for the appointment of a personal representative is pending or has been granted for Decedent's estate. Decedent. 4. More than thirty (30) days have elapsed since the death of

5. The value of the entire assets of Decedent as of the date of death, exclusive of homestead and exempt property, does not exceed $50,000.00, and those non-exempt assets exceed the known liabilities of the estate. 6. The only real estate owned by Decedent is the residence homestead described below. 7. Decedent was not married at the date of his death. Decedent left no will. Decedent had only two children, and, and both children survived Decedent. [Note: Relevant family history facts concerning heirship must be stated here.] 8. The names and addresses of all the distributees, heirs, devisees, or assigns of the money or property of the estate of Decedent, and their right to receive the same are as follows: Name and Address Relationship to Decedent Share of Estate Daughter and Heir One-half (n ) of estate (real and personal) Daughter and Heir One-half (n ) of estate (real and personal) 9. The known assets of Decedent's estate are as follows: SMALL ESTATE AFFIDAVIT AND ORDER PAGE 2

Description The residence homestead of Decedent, which property is described as follows: [property description] Estimated Value $ Checking Account No. at Automobile, Year:, Make:, Model:, Vehicle Identification Number: Tangible personal property (furniture, furnishings, clothing, etc.) Total $ 10. The only known liability of Decedent's estate is a mortgage debt to, whose address is. This debt is secured by a deed of trust lien and vendor's lien on the residence homestead property described above, and the remaining principal balance of the debt as of, 199, was $. 11. The Distributees pray that this Affidavit and Application be filed in the Small Estate Records; that the same be approved by the Court; and that the Clerk issue certified copies thereof in order to allow the Distributees to record the same in the real property records of County, Texas, as required by Tex. Prob. Code Ann. 137(c), and to present the same to persons owing money to the estate, having SMALL ESTATE AFFIDAVIT AND ORDER PAGE 3

custody or possession of property of the estate, or acting as registrar, fiduciary, or transfer agent of anyone having evidences of interest, indebtedness, property, or other right belonging to said estate. Respectfully submitted, State Bar No. [Firm Name/Address/Telephone/Fax] ATTORNEYS FOR DISTRIBUTEE SMALL ESTATE AFFIDAVIT AND ORDER PAGE 4

THE STATE OF TEXAS COUNTY OF The undersigned Distributee states that she has personal knowledge of the facts stated in the foregoing Affidavit and that, to the best of her knowledge, the facts contained in the Affidavit are true. SUBSCRIBED AND SWORN TO BEFORE ME by the said on this day of, 199, to certify which witness by hand and seal of office. [SEAL] Notary Public, State of Texas SMALL ESTATE AFFIDAVIT AND ORDER PAGE 5

STATE OF COUNTY OF The undersigned Distributee states that she has personal knowledge of the facts stated in the foregoing Affidavit and that, to the best of her knowledge, the facts contained in the Affidavit are true. SUBSCRIBED AND SWORN TO BEFORE ME by the said this day of, 199, to certify which witness by hand and seal of office. [SEAL] Notary Public, State of Notary's Printed Name: Notary's Commission Expires: SMALL ESTATE AFFIDAVIT AND ORDER PAGE 6

THE STATE OF TEXAS COUNTY OF I have no interest in the estate of Decedent and am not related to Decedent under the laws of descent and distribution of the State of Texas. I have personal knowledge of the facts stated in the foregoing Affidavit. To the best of my knowledge, the facts contained in the Affidavit are true. [Address] SUBSCRIBED AND SWORN TO BEFORE ME by the said on this day of, 199, to certify which witness by hand and seal of office. [SEAL] Notary Public, State of Texas SMALL ESTATE AFFIDAVIT AND ORDER PAGE 7

THE STATE OF TEXAS COUNTY OF I have no interest in the estate of Decedent and am not related to Decedent under the laws of descent and distribution of the State of Texas. I have personal knowledge of the facts stated in the foregoing Affidavit. To the best of my knowledge, the facts contained in the Affidavit are true. [Address] SUBSCRIBED AND SWORN TO BEFORE ME by the said on this day of, 199, to certify which witness by hand and seal of office. [SEAL] Notary Public, State of Texas SMALL ESTATE AFFIDAVIT AND ORDER PAGE 8

ORDER On this day the Court considered the Affidavit of the Distributees of this estate and the Court finds that the above Affidavit complies with the terms and provisions of the Texas Probate Code, that this Court has jurisdiction and venue, that this Estate qualifies under the provisions of the Probate Code as a Small Estate, and that the Affidavit should be approved. It is ORDERED and DECREED by the Court that the foregoing Affidavit be and the same is hereby APPROVED, and shall forthwith be recorded in the Small Estates Records of County, Texas, that the Clerk of the Court shall issue certified copies thereof to all persons entitled thereto, and that a certified copy of this Affidavit and Order shall be filed in the official real property records of County, Texas. SIGNED this day of, 199. Judge Presiding SMALL ESTATE AFFIDAVIT AND ORDER PAGE 9