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Small Estate Affidavit – ?

June 8, 2015 By Lynwood Jordan

oath_150June 8, 2015.  Often one reads about a “Small Estate Affidavit.”  What is it?  What is the purpose of the document?  Is it filed?  Where is the form?  Etc., etc.

Actually, we do not have a “small estate affidavit” here in Georgia as an official form to be filed in the Probate Court.  Other States may have court procedures for estates under a certain amount, but we do not have such a procedure here (although there are some other procedures for estates with little assets).

OK, so there is no form, there is nothing to file in Probate Court, is there any help?

There is a statute which gives some relief if there is money in the bank or other depositary institution of a relatively small amount, and certain other conditions apply.

As of the date of this post, Official Code of Georgia Annotated, Section 7-1-239, reads as follows.  The “affidavit” is mentioned in the last paragraph.  Again, there is no official form.  Perhaps the particular bank will have its own affidavit form.  Of course, an “affidavit” means that the document is signed under oath.

Ga. Code Ann., § 7–1–239
§ 7–1–239. Payment of deposit of deceased depositor
Currentness
(a) Except as provided in subsection (b) of this Code section and in Article 8 of this chapter, whenever any person dies intestate having a deposit of not more than $10,000.00 in a financial institution, such financial institution shall be authorized to pay the proceeds of such deposit directly to the following persons:
(1) To the surviving spouse;
(2) If no surviving spouse, to the children pro rata;
(3) If no children or surviving spouse, to the father and mother pro rata; or
(4) If none of the above, then to the brothers and sisters of the decedent pro rata.
(b) Except as provided in Article 8 of this chapter, if no application for the deposit is made by any person named in subsection (a) of this Code section within 90 days from the death of the intestate depositor, the financial institution shall be authorized to apply not more than $10,000.00 of the deposit of such deceased depositor in payment of the funeral expenses and expenses of the last illness of such deceased depositor upon the receipt of itemized statements of such expenses and the affidavit of the providers of such services that the itemized statements are true and correct and have not been paid. The financial institution shall pay such expenses in the order received after the death of the depositor.
(c) Payments pursuant to subsections (a) and (b) of this Code section shall operate as a complete acquittal and discharge to the financial institution of liability from any suit, claim, or demand of whatever nature by any heir, distributee, creditor of the decedent, or any other person. Such payment is authorized to be made as provided in this Code section without the necessity of administration of the estate of the decedent or without the necessity of obtaining an order that no administration is necessary.
(d) In any case in which a deceased depositor has more than $10,000.00 on deposit in a financial institution, such financial institution shall be authorized to pay any amount up to $10,000.00 to any of the persons authorized by this Code section to receive said deposit. The payment shall only act as a full and final acquittance of liability up to the amount paid by the financial institution and shall not act as a full and final acquittance to the financial institution of all liability.
(e) Notwithstanding any other provisions of law to the contrary, when any person dies intestate as a resident of this state and any person is left in possession of moneys belonging to the decedent, which moneys do not exceed $10,000.00, such person shall deposit such moneys into a savings account in the name of the decedent in a financial institution located in the area of the decedent’s residence. Such account shall be managed in accordance with the signature contract in effect at the financial institution at the time the account is opened. Any financial institution receiving such deposits is authorized to pay the proceeds in accordance with subsections (a), (b), (c), and (d) of this Code section.
(f) As used in this Code section, the term “financial institution” includes any federally chartered financial institution.
(g) Application by any claimant or claimants entitled in this Code section to receive deposits at a financial institution shall include an affidavit by the claimant or claimants which states that they qualify as the proper relation to the decedent as specified in this Code section and that the claimant or claimants know of no other corresponding claimant or claimants to such deposit. The financial institution may rely on a properly executed affidavit in disbursing the funds according to this Code section.
Ga. Code Ann. § 7-1-239 (West)

Filed Under: Estates, Helpful Documents, Resources

We Can’t Talk (or read) About a Case or Potential Case

May 21, 2015 By Lynwood Jordan

no_evil_150May 21, 2015  As Probate Judge, Judge Jordan is prohibited by law from giving legal advice even though he has been licensed to practice law for over 40 years. [Read more…]

Filed Under: Estates, Helpful Documents

Don’t Put Them Through It!

May 18, 2015 By Lynwood Jordan

hospital_150May 18, 2015 The man sitting in the hospital room in the picture is the husband.  The wife is unconscious in the hospital bed.  It could be children in the room with no spouse present.  On occasion, [Read more…]

Filed Under: Helpful Documents, Planning, Resources

How to Find Your Attorney

May 6, 2015 By Lynwood Jordan

attorney_150May 6, 2015  Today, I posted a new page on finding an attorney.  Throughout this web site, I emphasize  [Read more…]

Filed Under: Estates, Planning, Resources

Avoid Probate? Now, Really!

May 2, 2015 By Lynwood Jordan

Don’t Be Misled

estate_planning_150May 2, 2015  The words “Avoid Probate” are often repeated as if “Probate” is a creature to be avoided. Is it? What would be some of the reasons to avoid this supposedly horrible experience. [Read more…]

Filed Under: Estates, Planning

Duties and Responsibilities of Personal Reps

May 2, 2015 By Lynwood Jordan

Personal Representatives

Duties and Responsibilities of Personal Representatives

Duties of Personal Representatives

May 2, 2015 This is a helpful little booklet which I have uploaded in PDF form giving insight into the administration process from the layman’s point of view.  [Read more…]

Filed Under: Estates, Helpful Documents, Resources

Digital Estate Planning

May 1, 2015 By Lynwood Jordan

Digital Estate Planning

May 1, 2015  If you think about your daily activities, you will realize how much the digital realm affects things you do on a daily or a periodic basis. [Read more…]

Filed Under: Helpful Documents, Planning, Resources

Several Sites, Many Distractions

April 10, 2015 By Lynwood Jordan

I now have content scattered about in at least three servers. Material is going into each, and I cannot make up my mind which approach to use. I have just about decided to ditch the Dreamweaver authored site – but darn, it looks so much better! I need to think a bit more. The WordPress approaches are so much more simple – and the top tier Microsoft public site is easy to update and post, but not nearly as flexible. More thought, more thought.

Filed Under: Uncategorized

Vacillating

November 26, 2014 By Lynwood Jordan

I have posted a couple of quick “wills” pages under the expanded menu above; however, I am concerned that this format is not getting enough condensed information to folks right up front and continuously thereafter.  I don’t want them to have to work for it.  I have been looking at a magazine or news format and the presentations in such formats are much more dense.  I am going to consider that a bit more.  Also, time constraints are dictating that I will probably do audio first, then convert those presentations to more expanded video.

Filed Under: Uncategorized

I Think It Is Working

November 20, 2014 By Lynwood Jordan

Today I ran numerous tests on images, content, menus, etc..  It appears that WordPress will be the emphasis on the InMotion server for now.  The others will take a back seat for later evaluation.

Filed Under: Uncategorized

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    • What Is A Last Will and Testament?
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