Affidavit For Transfer Of Assets Without Administration (Allen/state)

There are all sorts of forms executors, beneficiaries, and probate court clerks have to fill out and correspond with during probate and estate settlement, including affidavits, letters, petitions, summons, orders, and notices.

Affidavit For Transfer Of Assets Without Administration (Allen/state) is a commonly used form within Indiana. Here’s an overview of what the form is and means, including a breakdown of the situations when (or why) you may need to use it:

Atticus Fast Facts About Affidavit For Transfer Of Assets Without Administration (Allen/state)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Affidavit For Transfer Of Assets Without Administration (Allen/state):

• This form pertains to the State of Indiana

• The current version of this form was last revised on March 19, 2024

Government forms are not typically updated often, though when they are, it often happens rather quietly. While Atticus works hard to keep this information about Indiana’s Form Affidavit For Transfer Of Assets Without Administration (Allen/state) up to date, certain details can change from time-to-time with little or no communication.

Step 1 - Download the correct Indiana form based on the name and ID if applicable

Double check that you have both the correct form name and the correct form ID. Some Indiana probate forms can look remarkably similar, so it’s best to double, even triple-check that you’re using the right one! Keep in mind that not all States have a standardized Form ID system for their probate forms.

Step 2 - Complete the Document

Fill out all relevant fields in Form Affidavit For Transfer Of Assets Without Administration (Allen/state), take a break, and then review. Probate and estate settlement processes in IN are long enough to begin with, and making a silly error can push your timeline even farther back. No thank you!

Note: If you don’t currently know all of the answers and are accessing Form Affidavit For Transfer Of Assets Without Administration (Allen/state) online, be sure to avoid closing the browser tab and potentially losing all your progress (or use a platform like Atticus to help avoid making mistakes).

Step 3 - Have Form witnessed or notarized (if required)

Some States and situations require particular forms to be notarized. If you have been instructed to get the document notarized or see it in writing on the document, then make sure to hire a local notary. There are max notary fees in the United States that are defined and set by local law. Take a look at our full guide to notary fees to make sure you aren’t overpaying or getting ripped off.

Step 4 - Submit Affidavit For Transfer Of Assets Without Administration (Allen/state) to the relevant office

This is most often the local probate court where the decedent (person who passed away) is domiciled (permanently resides) or the institution involved with this particular form (e.g. a bank). Some offices allow you to submit forms online, other’s don’t, and we while we generally recommend going in-person to expedite the process, sometimes that simply isn’t an option.

It’s also a generally good idea to establish a positive working relationship with any probate clerk (unfortunately there’s enough people & process out there making things more difficult and unnecessarily confusing for them), so a best practice is to simply ask the probate clerk proactively exactly how and where they’d prefer you to submit all forms.

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Different probate forms or processes can require different deadlines or response times for completing the appropriate form.

While some steps in the process are bound to specific deadlines (like petitioning for probate, having to submit an inventory of assets, or filing applicable notices to creditors and beneficiaries), many probate forms or processes are not tied to a specific deadline since the scope of work can vary based on situational factors or requirements involved.

Either way, there are a bunch of practical reasons why personal representatives should work to complete each step as thoroughly and quickly as possible when completing probate in Indiana.

5 reasons you should submit this form as quickly as possible:

1. The sooner you begin, the faster Indiana can allow heirs and beneficiaries to get their share of assets subject to probate. Acting promptly can also decrease the costs & overall mental fatigue through an otherwise burdensome process.
   
   Helpful Context: What’s the Difference Between Probate and Non-Probate Assets?

2. In general, creditors of an estate usually have around 3-6 months from the time you file notice to creditors to file any claims for debt against the deceased’s assets. If they don’t, then that debt is forfeited (and more importantly, the executor won’t be held personally responsible). So doing this sooner means you have a better idea of who is owed what and ensures you won’t get a surprise collector months later.

3. Not filing a will within 30 days (on average) could mean that the probate process proceeds according to intestate laws (laws that govern what happens to someone's stuff without a will) or is subject to unnecessary supervision by the probate court. And if you aren't directly related to the deceased (a.k.a. next of kin), this could also mean you lose your inheritance.

4. It’s important to file any necessary state tax returns on behalf of the deceased or estate by the following tax season in Indiana. If you don’t, you could owe penalties and interest. This also includes any necessary federal tax returns such as Forms 1040, 1041, or even a Form 706 estate tax return.

5. If a house in the State of Indiana is left empty (or abandoned) for a while, insurance can get dicey. For example, if the house burns down and no one has been there for a year, an insurance company may get out of paying your claim.

If you’re not using Atticus to get specific forms, deadlines, and timelines for Indiana probate, then try and stay as organized as possible, pay close attention to the dates mentioned in any correspondence you have with the State’s government officials, call the local Indiana probate clerk or court for exact answers regarding Form Affidavit For Transfer Of Assets Without Administration (Allen/state), and when in doubt— consult a qualified trust & estates lawyer for that area.

Affidavit For Transfer Of Assets Without Administration (Allen/state) is one of the many probate court forms available for download through Atticus.

It may also be available through some Indiana probate court sites, such as . In order to access the latest version, be updated with any revisions, and get full instructions on how to complete each form, check out the Atticus Probate & Estate Settlement software or consider hiring a qualified legal expert locally within Indiana.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form Affidavit For Transfer Of Assets Without Administration (Allen/state) f using any other site or resource in order to avoid having to re-complete the form process and/or make another trip to the Indiana probate court office.

Affidavit For Transfer Of Assets Without Administration (Allen/state) is a .pdf, so opening it should be as simple as clicking “View Form” from within the Atticus app or by clicking the appropriate link found on any Indiana-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

Here’s the text, verbatim, that is found on Indiana Form Affidavit For Transfer Of Assets Without Administration (Allen/state). You can use this to get an idea of the context of the form and what type of information is needed.

Page 1 of 2 Approved by the Coalition for Court Access CCA-EM-0722-5000 www.indianalegalhelp.org STATE OF INDIANA IN RE THE ESTATE OF: COUNTY OF __________________ ____________________________________ Decedent AFFIDAVIT FOR TRANSFER OF ASSETS WITHOUT ADMINISTRATION Instruction: The person with rights to property under Indiana Code 29-1- 8 fills out below. I am the Affiant and I declare: 1. The Decedent died on: (Date):____________________________________. 2. The Decedent lived in ______________________________County, Indiana. 3. No application or petition for the appointment of a personal representative of the Decedent’s estate. 4. More than forty-five (45) days have passed since the death of the Decedent. 5. Check the box in front of the statement that is true. ☐ The Decedent died between June 30, 2006 and July 1, 2022 and the value of the gross probate estate of the Decedent, wherever located (less liens, encumbrances and reasonable funeral expenses) does not exceed fifty thousand dollars ($50,000.00). ☐ The Decedent died after June 30, 2022 and the value of the gross probate estate of the Decedent, wherever located (less liens, encumbrances and reasonable funeral expenses) and does not exceed one hundred thousand dollars ($100,000.00). 6. The person or persons listed below in paragraph 7 are entitled to payment or property as noted because: Check the box in front f the statement that is true. ☐ They are a beneficiary under the Will of the Decedent and the Will was probated and recorded in the office of the Clerk of ______________________ County _____________________ Court, _____________________ County, Indiana on (Date) ______________________, and I have attached a copy as Exhibit A. ☐ They are the surviving spouse, dependent child, or children of said decedent. ☐ Other reasons: ______________________________________________________________________ 7. The following are entitled to receive, without administration, the listed property from the person, firm, or corporation shown after said property, subject to liens and encumbrances. Name of person entitled to the property: Age: Address: Relationship to the Decedent: Description of the property: Percentage of the property the person named above is entitled to: _________% Name of person or entity holding the property: Address of person or entity holding the property: ______________________________________________________________________________ Name of person entitled to the property: Age: Address: Relationship to the Decedent: Description of the property: Percentage of the property the person named above is entitled to: _________% Name of person or entity holding the property: Address of person or entity holding the property: ______________________________________________________________________________ Page 2 of 2 Approved by the Coalition for Court Access CCA-EM-0722-5000 www.indianalegalhelp.org Name of person entitled to the property: Age: Address: Relationship to the Decedent: Description of the property: Percentage of the property the person named above is entitled to: _________% Name of person or entity holding the property: Address of person or entity holding the property: ______________________________________________________________________________ Name of person entitled to the property: Age: Address: Relationship to the Decedent: Description of the property: Percentage of the property the person named above is entitled to: _________% Name of person or entity holding the property: Address of person or entity holding the property: ______________________________________________________________________________ Name of person entitled to the property: Age: Address: Relationship to the Decedent: Description of the property: Percentage of the property the person named above is entitled to: _________% Name of person or entity holding the property: Address of person or entity holding the property: ______________________________________________________________________________ 8. This affidavit is made for the purpose of inducing the above named holders of the Decedent’s property to turn the property over to the persons listed in paragraph 7 as provided by law (See Ind. Code 29-1- 8- 1 and Ind. Code 29-1- 8- 2). 9. I have notified each person entitled to property that I listed above of my intention to present an affidavit under Indiana Code § 29-1- 8- 1. 10. I am entitled to payment or delivery of the property listed above. 11. Distribution of the property to me shall release the transferor from any liability with regard to the proper allocation and disbursement of the Decedent’s property. 12. I charge myself with the responsibility of proper disbursement of the Decedent's property and hereby agree to hold harmless the transferor from any liability with regard to the transfer of the Decedent's property to me. I affirm under penalties of perjury that the foregoing representations are true. Date: _____________________________ __________________________________________ Signature Address: __________________________________ __________________________________________ __________________________________________