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Get the free FORM No. 1406-A – SMALL ESTATE AFFIDAVIT, TESTATE ESTATE

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This document serves as an affidavit for small testate estates in the state of Oregon, detailing the decedent's estate, heirs, and claims against the estate.
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How to fill out FORM No. 1406-A – SMALL ESTATE AFFIDAVIT, TESTATE ESTATE

01
Obtain FORM No. 1406-A from the relevant legal authority or website.
02
Read the instructions provided at the top of the form carefully.
03
Fill in the decedent's full name and details in the designated fields.
04
Provide information about the date of death and the location of the decedent's last residence.
05
List the assets of the decedent that qualify for the small estate procedure.
06
Include the names and addresses of all heirs or beneficiaries.
07
Sign the affidavit in the presence of a notary public.
08
Submit the completed form to the appropriate probate court or relevant authority.

Who needs FORM No. 1406-A – SMALL ESTATE AFFIDAVIT, TESTATE ESTATE?

01
Individuals who are the heirs or beneficiaries of a decedent's estate that qualifies as a small estate.
02
Persons seeking to settle the estate of a deceased family member with limited assets.
03
Executors or administrators tasked with handling a testate estate with minimal assets.
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To be considered small, the estate must be valued under a set amount. That amount can change from year to year. For example, if the decedent died on April 1, 2022, or later, the estate is small if it is valued at $184,500 or less.
Key Takeaways: Probate is required in California when estate value exceeds $208,850 (on or after April 1, 2025), $184,500 (after April 1, 2022 but before April 1, 2025) or $166,250 (before April 1, 2022).
To be considered small, the estate must be valued under a set amount. That amount can change from year to year. For example, if the decedent died on April 1, 2022, or later, the estate is small if it is valued at $184,500 or less.
In California, probate settles a deceased person's estate and is required in California if the estate is worth more than $184,500. It typically occurs when the deceased person died without a will, but it can occur even if the deceased person did have a will if they owned real property that is subject to probate.
After four months from the date the affidavit is filed and if no personal representative is appointed for the estate, the affiant should transfer the estate property to the heirs and devisees. Before the four months expire, the affiant may transfer property as allowed by ORS 114.545 (1)(e) and (f).
The filing cost for a Small Estate Affidavit in California can vary slightly depending on the county but generally includes a nominal filing fee at the probate court. This fee is typically around $50, which is significantly lower than the costs associated with a full probate process.

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FORM No. 1406-A – SMALL ESTATE AFFIDAVIT, TESTATE ESTATE is a legal document used to simplify the probate process for a small estate that has a valid will. It allows heirs to claim property without going through full probate.
The executor or the person named in the will as an heir is required to file FORM No. 1406-A if the estate's value is below the threshold set by state law for small estates.
To fill out FORM No. 1406-A, you must provide information such as the deceased's name, date of death, details of the will, and the list of beneficiaries, including their relationship to the deceased.
The purpose of FORM No. 1406-A is to allow heirs to settle the affairs of a small estate without the prolonged process of formal probate, enabling quicker access to the deceased's assets.
FORM No. 1406-A must report the name and address of the deceased, the date of death, details regarding the will, an inventory of the estate's assets, and the names and addresses of all beneficiaries.
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