Florida Small Estate Affidavit
A Florida Small Estate Affidavit, officially named the “Disposition of Personal Property Without Administration” form, is a petition for the small estate of a deceased individual that must be filed in court. “Without Administration” refers to the fact that it provides a lawful avenue to file an estate claim without formal administration. Instead, it allows for estate proceedings to be initiated by a quicker and less expensive type of probate proceeding permitted by the state—summary administration.
In addition to being quicker and less expensive, summary administration is also advantageous over formal administration for a number of other reasons. For instance, most Florida counties allow for summary administration to take place pro se—meaning that a person may represent themselves in court if they so desire.
Laws & Required Conditions
Maximum Estate Value: $75,000
Required Conditions: Initiating a summary proceeding via the Affidavit provided above is permitted by § 735.201 so long as two (2) provisions are met:
- If a will was left by the deceased, it does not necessitate direct administration as governed by § 733, and
- The total estate, “subject to administration in this state, less the value of property exempt from the claims of creditors,” is not more than $75,000, or
- It has been more than two (2) years since the deceased passed away.
For a Small Estate Affidavit (a.k.a. the “Disposition of Personal Property Without Administration” form) to be duly accepted in the state of Florida, it is stated on the form that the following documents must be completed and filed:
- The Small Estate Affidavit, of which must be notarized,
- The death certificate of the deceased, of which must be certified,
- If there was a will and it has not been already filed, the original will must be filed with the verified statement,
- A copy of the paid funeral bill,
- A copy of paperwork showing the asset,
- A copy of the last sixty (60) days of medical expenses with receipts,
- Consents of any additional heirs with address and notarized signature, or death certificate, if applicable,
- Statement Regarding Creditors, and
- An Affidavit stating that the deceased was never married and had no children may also be required.