Free form. Also called a “Small Estate Affidavit,” “Probate Code 13100 Affidavit,” “Probate Code 13101 Affidavit,” or “Affidavit for Collection, Receipt, or Transfer of Personal Property.” Heirs can use this form to collect money and other personal property after a death without probate or a court order, as long as the total estate is valued at less than a maximum amount set by law (currently $184,500; see California Judicial Council form DE-300 for current values).
Use the RTF (word processing format) if you need to make changes to the form before filling it out, such as adding additional room for legal description, additional names of signatories, or additional details. Be aware that changing the language on some forms may affect their validity and enforceability.
Disclaimer!
These forms have been adapted from California statutes and highly-regarded practice guides to fit common situations. The law librarians have attempted to provide instructions, definitions, and examples to assist non-lawyers in understanding the purpose of the form, and what type of information to include when filling it out.
However, only lawyers (attorneys) can advise you of the correct forms for your particular situation, and what specific information to include on your forms.
It is your responsibility to determine whether this form is suited to your needs. If you have questions about what form to use, or how to fill them out, visit your local law library to do your own legal research, or consult a lawyer.
This material is intended as general information only. Your case may have factors requiring different procedures or forms. The information and instructions are provided for use in the Sacramento County Superior Court. Please keep in mind that each court may have different requirements. If you need further assistance consult a lawyer.