Louisiana Small Succession PDF Details

When it comes to estate planning, Louisiana has a particularly helpful form to make the process easier for small estates. called the Louisiana Small Succession Form, this document can help heirs quickly and easily transfer property from the deceased to their name. Here's what you need to know about using it.

Here is some information that might be helpful if you are aiming to find out how long it'll take you to fill out louisiana small succession and what number of PDF pages it contains.

QuestionAnswer
Form NameLouisiana Small Succession
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other nameslouisiana small succession affidavit form, louisiana small estate affidavit pdf, louisiana small succession, louisiana small succession forms

Form Preview Example

R-3405 (4/02) Form IETT-103

State of Louisiana

Department of Revenue

P. O. Box 201

Baton Rouge, LA 70821-0201

Affidavit of Small Succession

This is to be used only for estates that meet all the requirements in the declaration below.

Estate of

Marital status of decedent

Married Single Widowed

Address of decedent at time of death (number and street, city, state, ZIP)

Date of death

Decedent’s Social Security Number

Designated parish of decedent

Declaration

Upon my/our oath, I/we solemnly swear that the information on this form and the following statements are true and correct:

1.The decedent died intestate (i.e., no will);

2.The value of the decedent’s succession does not exceed $50,000 (based on gross assets);

3.The decedent’s estate contains no immovable property (i.e., real estate); and,

4.The decedent’s sole heirs are his/her descendants, ascendants, brothers or sisters, or descendants thereof, or surviving spouse.

Under the penalties of perjury, I/we declare that this affidavit, including any accompanying schedules and statements, is to the best of my/our knowledge and belief, a true, correct, and complete identification of the death circumstances and legal heirship of the named decedent.

 

 

 

 

 

 

 

Enter name and address of heir.

 

 

 

 

 

 

 

Enter name and address of heir.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Name ___________________________________________________

 

Name ___________________________________________________

 

 

 

Address __________________________________________________

 

Address __________________________________________________

 

 

 

City, State, ZIP ____________________________________________

 

City, State, ZIP ____________________________________________

 

 

 

Relation

 

 

SSN#

 

 

 

 

Relation

 

SSN#

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Signature _________________________________________________

 

Signature _________________________________________________

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Enter name and address of heir.

 

 

 

 

 

 

 

Enter name and address of heir.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Name ___________________________________________________

 

Name ___________________________________________________

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address __________________________________________________

 

Address __________________________________________________

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City, State, ZIP ____________________________________________

 

City, State, ZIP ____________________________________________

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Relation

 

 

SSN#

 

 

 

Relation

 

SSN#

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Signature _________________________________________________

 

 

 

Signature _________________________________________________

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(If more than four, please attach supplementary list.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Enter name and address of surviving spouse.

 

 

 

 

 

 

 

Enter name and address of preparer.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Name

 

 

 

 

 

 

 

Name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address

 

 

 

 

 

 

 

Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City, State, ZIP

 

 

 

 

 

 

 

City, State, ZIP

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Telephone

(

)

 

 

 

 

 

Telephone

(

)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Signature

 

 

 

 

 

 

 

Signature

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

A descriptive list (or inventory) and values of property owned by the decedent at date of death must accompany affidavit.

An inheritance tax return (Form IETT-100) must accompany this affidavit if the gross estate is $15,000 or more, or if any taxes are due. This affidavit must be notarized before it is submitted to the Secretary of Revenue.

For office use only. Do not write in this block.

Based upon the foregoing facts, inheritance tax in the amount of $ ___________ is due and has been paid

to the State of Louisiana.

By _____________________________________

Louisiana Department of Revenue

Telephone: (225) 219-0067

Date:

/

/

Sworn to and subscribed before me this

 

 

 

 

day of

 

,

 

 

.

 

 

 

 

year

Notary Public

For assistance with inheritance tax questions, call the Inheritance, Gift, and Estate Transfer Taxes Section at (225) 219-0067, TDD

(225) 219-2114, or write to:

Louisiana Department of Revenue

Inheritance, Gift, and Estate Transfer Taxes Section

P. O. Box 201

Baton Rouge, LA 70821-0201

The Department of Revenue retains the right of review

under Article 2954 of the Code of Civil Procedure.

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