Idaho Small Estate Affidavit Form

When an Idaho resident passes on without specifying how their estate should be shared, the local regulations come into force. The Idaho Small Estate Affidavit Form is created to simplify the decedent’s property transfer process and protect the descendant’s interests.

The Idaho Small Estate Affidavit Form, or Form CAO Pb 01, can be used only if the property item is not real estate and if its value does not exceed $100,000.

The small estate affidavit form operates within the Idaho state law framework and allows descendants to transfer ownership of the estate without going to the probate courts.

Idaho Laws and Requirements

The main legal document containing all details and requirements on Idaho’s property transfer process is Idaho Statutes.

Requirements on the estate inheritance process are declared in the Idaho Statutes:

  • The estate inheritance process can be initiated not earlier than 30 days from the date of the death.
  • The Idaho Small Estate Affidavit Form is completed only if the estate’s total value is less than $100,000.
  • Following Idaho state law, real property cannot be transferred using this form.
  • Idaho state law claims that the decedent’s spouse, children, parents, and siblings can be considered descendants.
  • Descendants have the right to seek a refund for the expenses incurred throughout the whole estate transfer process. The judge can decide whether or not to compensate for these expenses and the amount.
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Download your fillable Idaho Small Estate Affidavit template in PDF.

Filling Out the Idaho Small Estate Affidavit Form

Provide the Decedent’s Details

Write down the name, the date and place of death, and the county where the decedent was a resident at the time of death.
Decedent's details indication part of Idaho small estate affidavit

State the Value of the Property

Enter the total value of the estate with the exception of the mortgage and pledges. Remember that the total sum cannot exceed $100,000.
Property value specification section of Idaho sea template

Confirm the Acceptance of the Terms

Confirm that you understand the estate transfer process can be initiated only 30 days after the demise. Also, verify that no application for the summary administration is in the jurisdiction when the affidavit form is completed.
Terms acceptance confirmation part of small estate affidavit form for Idaho

Enter the Descendants’ Details

Write down each heir’s namer and in what proportion they claim the estate left by the decedent.
Descendants details entering section of Idaho sea document

Acknowledge the Record

Append your signature and write your name and the current date in the presence of a notary public for verification afterward.
Record acknowledgement section of small estate affidavit template for Idaho

Deliver the Completed Form

Give the completed affidavit form to those obtaining the deceased’s property.

Note that you can also complete a vehicle transfer form, which you need to register with the Transportation Department.

Published: Jan 11, 2021