A Louisiana Small Estate Affidavit is a legal document written by the spouse or heirs of an estate when a family member has passed away intestate, or without a will. Learn how to write a free Louisiana Small Estate Affidavit form, where to file the affidavit and the monetary limits involved.
The Louisiana small estate affidavit form, also known as a Louisiana Affidavit of Small Succession form, is used when the decedent has a limited amount of assets. To qualify as a small estate in Louisiana, the estate in question must be valued less than $75,000. A Louisiana Small Estate Affidavit cannot be used for the collection of real estate.
Louisiana Small Estate Affidavit Requirements
- The decedent must be a resident of the State of Louisiana.
- Falls under Louisiana State Legislature Title V Small Successions Article 3421 – Small successions defined – Form IETT-103.
- The estate in question must be valued at a maximum of $75,000.
- Must be notarized and submitted to the Secretary of Revenue.
How to Write a Louisiana Small Estate Affidavit Form
Start the affidavit by entering the decedent’s name, marital status, address, date of death, social security number and parish the decedent resided in at the time of death. Make sure all the facts in the declaration section are true upon the oath of the affiant.
Next, for each heir, fill in the name, address, social security number and relation to the decedent. Make sure all the heirs sign in their respective place on the form. Make sure to attach an itemized list of all the property to be collected in the affidavit by the successors.
Free Louisiana Small Estate Affidavit Form
Now, the Louisiana small estate affidavit form can be signed and dated in the presence of a notary. The affidavit should then be submitted to the Louisiana Department of Revenue so the heirs can begin collecting the assets.
Fill out and print a free Louisiana Small Estate Affidavit online.