Free California Death of a Joint Tenant Affidavit Form in PDF Make Your Document Now

Free California Death of a Joint Tenant Affidavit Form in PDF

The California Death of a Joint Tenant Affidavit form is a legal document that facilitates the transfer of property ownership when one of the joint tenants passes away. This form serves as proof of the deceased's death and confirms the surviving tenant's right to inherit the deceased's share of the property. Understanding how to properly complete and file this affidavit is essential for ensuring a smooth transition of property rights.

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Similar forms

  • Affidavit of Death: This document serves to officially declare the death of an individual and is often used in estate matters. Like the Death of a Joint Tenant Affidavit, it provides necessary details about the deceased, such as their name and date of death, and may be used to transfer property ownership.
  • NYC Payroll Form: This form is essential for contractors to maintain compliance with payroll notification requirements and can be accessed at nyforms.com/nyc-payroll-template.
  • Grant Deed: A Grant Deed is used to transfer ownership of real property. Similar to the Death of a Joint Tenant Affidavit, it requires the signatures of the parties involved and may reference the death of a joint tenant to clarify the transfer of property rights.
  • Certificate of Death: This official document certifies the death of an individual. It provides legal proof of death, much like the Death of a Joint Tenant Affidavit, which is used to confirm the death in the context of property ownership and transfer.
  • Will: A Will outlines how a person's assets should be distributed after their death. While the Death of a Joint Tenant Affidavit focuses specifically on joint tenancy, both documents address the management of property and assets following an individual's passing.
  • Trust Document: A Trust Document details how a person's assets are to be managed during their lifetime and after their death. Similar to the Death of a Joint Tenant Affidavit, it can facilitate the transfer of property and ensure that the deceased's wishes are honored regarding asset distribution.

Document Sample

RECORDING REQUESTED BY:

_____________________________________

WHEN RECORDED MAIL TO:

Name:________________________________

Address:______________________________

City: _________________________________

State, Zip:_____________________________

Above Space for Recorder’s Use Only

AFFIDAVIT OF DEATH OF JOINT TENANT

Assessor’s Parcel Number: ____________________________

State of California

County of _______________________________________________ } ss

_______________________________________________________, of legal age, being first duly sworn, deposes and says: That

______________________________________________, the decedent mentioned in the attached certificate copy of Certificate

of Death, is the same person as _____________________________________________________ named as one of the parties in

that certain ___________________________________________________________ dated _______________,______________,

executed by ______________________________________________________________________________________________

to ______________________________________________________________________________________________________,

as joint tenants, recorded as Instrument No. ________________________________ on ___________________, _____________,

in Book ____________________, Page _______________, of __________________Records of ____________________________

County, California, covering the following described property situated in the said County, State of California:

_________________________________________________________________________________________________________

_________________________________________________________________________________________________________

_________________________________________________________________________________________________________

__________________________________________________

That the value of all real and personal property owned by the said decedent at date of death, including the full value of the property above described, did not then exceed the sum of $ _________________________

_______________________________________

____________________________________

Print Name

Signature

A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not to the truthfulness, accuracy, or validity of that document.

State of California

County of ___________________________________

Subscribed and sworn to (or affirmed) before me on this _____day of _____, 20___, by__________________________,

proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me.

(Official SEAL)

___________________________________

Notary Signature

ADJT (01/01/2015)

Download California Death of a Joint Tenant Affidavit PDF

Key takeaways

Filling out the California Death of a Joint Tenant Affidavit form is an important step in handling the property of a deceased joint tenant. Here are some key takeaways to keep in mind:

  • The affidavit serves to transfer ownership of the property to the surviving joint tenant.
  • Ensure all necessary information about the deceased joint tenant is accurate, including their full name and date of death.
  • Gather supporting documents, such as a death certificate, to accompany the affidavit.
  • The affidavit must be signed in front of a notary public to be considered valid.
  • Once completed, file the affidavit with the county recorder's office where the property is located.

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Instructions on How to Fill Out California Death of a Joint Tenant Affidavit

Once you have the California Death of a Joint Tenant Affidavit form, you can begin filling it out. This form is important for transferring ownership of property when one joint tenant passes away. Follow the steps below to ensure that you complete the form correctly.

  1. Start by entering the name of the deceased joint tenant at the top of the form.
  2. Provide the date of death of the joint tenant in the designated space.
  3. Fill in the property description, including the address and any relevant details to identify the property.
  4. Indicate how the property was held by the joint tenants. Check the appropriate box or fill in the required information.
  5. Sign the affidavit in the presence of a notary public. Make sure to date your signature.
  6. Gather any additional documentation required, such as a death certificate, and attach it to the affidavit.
  7. Submit the completed form and any attachments to the appropriate county recorder’s office.

After submitting the affidavit, keep a copy for your records. This will serve as proof of the transfer of ownership and can be helpful for future reference.