STATE OF INDIANA )
)SS:
COUNTY OF __________________)
IN RE THE ESTATE OF: )
)
)
______________________________ )
AFFIDAVIT FOR TRANSFER OF ASSETS WITHOUT ADMINISTRATION
The undersigned Affiant states that:
1. The above decedent died on the ______ day of _______________________, 20____,
while domiciled in ____________________ County, Indiana.
2. No application or petition for the appointment of a personal representative of
said decedent’s estate is pending or has been granted in any jurisdiction.
3. More than forty-five (45) days have elapsed since the death of said decedent.
4. The value of the gross probate estate of said decedent, wherever located (less
liens, encumbrances and reasonable funeral expenses) does not exceed fifty thousand
dollars ($50,000.00).
5. The person or persons set forth in paragraph 6 below are entitled to payment or delivery
of the property as set forth after their names, by reason of:
Being a beneficiary under the Will of said decedent, which was probated as
recorded in the office of the Clerk of ________________ County
____________________________ Court, _____________________ County, Indiana on
the ____ day of ____________________, 20____, a copy of which is attached as Exhibit
A.
Being the surviving spouse, dependent child, or children of said decedent.
Other reasons:
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
6. The following person or persons are entitled to receive, without administration, the
following listed property from the person, firm, or corporation shown after said property, subject
to liens and encumbrances.
THE INDIANA COUNTY IN WHICH YOU WILL
USE THIS FORM
THE NAME OF THE PERSON WHO HAS PASSED AWAY.
THAT PERSON IS KNOWN AS THE DECEDENT
FILL IN THE DAY, MONTH AND YEAR OF THE
DECEDENT'S DEATH
NAME OF COUNTY THE DECEDENT LIVED IN WHEH HE/SHE PASSED
YOU CAN ONLY USE
THIS FORM IF IT HAS
BEEN 45 OR MORE
DAYS SINCE THE
DECEDENT PASSED
IF YOU ARE USING
THIS FORM AFTER A
WILL HAS BEEN FILED
IN COURT, CHECK
THIS FIRST BOX AND
FILL IN THE BLANKS.
ATTACH A COPY OF
THE WILL TO THIS
DOCUMENT.
IF THERE IS NO WILL,
BUT YOU ARE A
SPOUSE OR CHILD OF
THE DECEDENT,
CHECK THE SECOND
BOX
IF THERE IS ANOTHER REASON YOU ARE ABLE TO CLAIM PROPERTY OF THE DECEDENT, CHECK THE
THIRD BOX AND EXPLAIN HERE.
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Name and Address of Person
Entitled to Property
Relationship to
Decedent/Estate
and Age
Description of
Property
Percentage
entitled
Name and Address of Entity
Holding Property
7. This affidavit is made for the purpose of inducing the above named holders of said
Decedent’s property to turn said property over to the persons, indicated hereinabove, as provided
by law (See Ind. Code 29-1-8-1 and Ind. Code 29-1-8-2).
8. The Affiant has notified each person entitled to property listed above of the Affiant’s
intention to present an affidavit under Indiana Code § 29-1-8-1.
9. The Affiant is entitled to payment or delivery of the property listed above.
10. Distribution of the said property to the Affiant shall release the transferor from any
liability with regard to the proper allocation and disbursement of the Decedent’s property.
11. The Affiant charges himself/herself with the responsibility of proper disbursement of the
Decedent's property and hereby agrees to hold harmless the transferor from any
liability with regard to the transfer of the Decedent's property to the Affiant.
I affirm under penalties of perjury that the foregoing representations are true.
Date: _____________________________ __________________________________________
Signature
__________________________________________
__________________________________________
__________________________________________
IN EACH BOX IN THIS
COLUMN, PUT THE NAME AND
ADDRESS OF THE PERSON WHO
HAS RIGHTS TO THE
PROPERTY. SOME BOXES MAY
BE LEFT EMPTY.
IN EACH BOX IN THIS
COLUMN, ADD THE
RELATIONSHIP (E.G.
SON, DAUGHTER,
SPOUSE) AND AGE OF
THE PERSON
CLAIMING THE
PROPERTY.
IN EACH BOX IN
THIS COLUMN,
DESCRIBE THE
PROPERTY.
THIS MIGHT BE AN
ACCOUNT NUMBER,
AN ADDRRESS, OR
VEHICLE
IDENTIFICATION
NUMBER.
IN EACH BOX IN
THIS COLUMN,
INCLUDE THE
PERCENTAGE OF
THE PROPERTY
THAT EACH
PERSON LISTED
IS OWED. A
PERSON MIGHT
BE ENTITLED TO
100%, OR A
SMAILLER
PERCENTAGE.
IN EACH BOX IN THIS COLUMN,
INCLUDE THE NAME AND ADDRESS
OF THE ENTITY THAT HAS THE
PROPERTY. FOR EXAMPLE, IF THE
PROPERTY IS A BANK ACCOUNT,
INCLUDE THE NAME AND ADDRESS
OF THE BANK.
MAKE SURE YOU
READ AND
UNDERSTAND
THESE
PARAGRAPHS.
YOU MUST NOTIFY
ANYONE WITH A
CLAIM TO THE
PROPERTY THAT
YOU ARE TAKING
THE PROPERTY.
AND, YOU HAVE
TO PAY THOSE
PEOPLE THEIR
SHARE.
PRINT THIS FORM AND DATE HERE
PRINT THIS FORM AND SIGN HERE
YOUR NAME HERE
YOUR ADDRESS
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