Free Ohio Small Estate Affidavit Template

Ohio Small Estate Affidavit

STATE OF OHIO
COUNTY OF [County Name]

Introduction:

I, [YOUR NAME], residing at [YOUR ADDRESS], being duly sworn, declare under penalty of perjury:

Statement of Facts:

  1. The decedent, [Decedent's Name], passed away on [Date of Death] in [Decedent's Address]. At the time of their passing, they resided at [Decedent's Address], establishing them as a resident of Ohio.

  2. As the affiant in this matter, I, [YOUR NAME], hold the position of [Your Relationship to the Decedent] to the deceased. My current mailing address, which should be used for all correspondences related to the decedent's estate, is [YOUR ADDRESS].

  3. This information is provided to facilitate the process of managing and distributing the assets of the decedent's estate in accordance with Ohio law, given the small amount of assets they left behind.

  4. The estimated value of the decedent's entire estate, excluding the value of the decedent’s motor vehicles, does not exceed $35,000. A reasonable amount of time has passed since the decedent's death for the presentation of claims.

  5. Bank Accounts:

    • Account Number: [Account Number]

    • Bank Name: [Bank Name]

    • Approximate Balance: $[Balance]

      Investment Portfolio:

      • Account Number: [Account Number]

      • Investment Firm: [Firm Name]

      • Approximate Value: $[Value]

      Real Estate:

      • Property Address: [Property Address]

      • Legal Description: Lot 12, Block 5, Oakwood Estates, Springfield, Missouri, 65802.

  6. To the best of my knowledge, the decedent's debts and liabilities, including funeral and burial expenses, have been or will be paid.

Distribution of Assets:

I assert my right to collect and distribute the assets of the decedent's estate to the rightful heirs according to the laws of intestate succession of the State of Ohio.

Declaration:

No application or petition for the appointment of a personal representative is pending or has been granted in any jurisdiction. This affidavit is made for the purpose of collecting the personal property of the decedent pursuant to Ohio Revised Code Section 2113.03.

I affirm that the information provided in this affidavit is true and correct to the best of my knowledge, understanding, and belief.

Signature:

[YOUR NAME]

[DATE]

[Notary's Name]

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