Homepage Blank California Death of a Joint Tenant Affidavit Form
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The California Death of a Joint Tenant Affidavit form plays a crucial role in the transfer of property ownership when one joint tenant passes away. This legal document serves as a formal declaration that confirms the death of a joint tenant and facilitates the seamless transition of property rights to the surviving tenant or tenants. By filing this affidavit, the surviving joint tenant can establish their ownership without the need for probate, thereby simplifying the process and reducing potential delays. The form typically requires essential information, including the deceased tenant's details, property description, and the signatures of the surviving joint tenant(s). Additionally, it may necessitate the attachment of a certified copy of the death certificate. Understanding the significance of this affidavit is vital for anyone involved in joint tenancy arrangements, as it ensures that property rights are respected and transferred according to the deceased tenant's wishes.

Dos and Don'ts

When filling out the California Death of a Joint Tenant Affidavit form, there are several important considerations to keep in mind. Here’s a list of things you should and shouldn't do:

  • Do ensure that you have the correct form for your situation.
  • Do provide accurate information regarding the deceased joint tenant.
  • Do include your contact information for any follow-up questions.
  • Do sign and date the affidavit where indicated.
  • Don't leave any required fields blank.
  • Don't use white-out or any correction fluid on the form.
  • Don't forget to check local requirements, as they may vary.

California Death of a Joint Tenant Affidavit 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)

Listed Questions and Answers

  1. What is the California Death of a Joint Tenant Affidavit?

    The California Death of a Joint Tenant Affidavit is a legal document used when one of the joint tenants of a property passes away. This form allows the surviving joint tenant to assert their ownership rights over the property without the need for probate. It simplifies the transfer of property ownership by providing proof of the deceased joint tenant's death and confirming the surviving tenant's right to inherit the deceased's share.

  2. Who should file the affidavit?

    The affidavit should be filed by the surviving joint tenant. This individual must be a co-owner of the property with the deceased. It is important that the surviving tenant is listed on the title of the property as a joint tenant, as this document specifically pertains to joint tenancy arrangements.

  3. What information is required to complete the affidavit?

    To complete the affidavit, several pieces of information are necessary. This includes:

    • The name and date of death of the deceased joint tenant.
    • The name and contact information of the surviving joint tenant.
    • A description of the property, including its address and legal description.
    • Details about the ownership arrangement, confirming that the property was held in joint tenancy.

    Additionally, the surviving tenant may need to provide a certified copy of the death certificate to accompany the affidavit.

  4. Where should the affidavit be filed?

    The affidavit must be filed with the county recorder's office in the county where the property is located. Once filed, it becomes part of the public record, which helps to establish clear ownership of the property in the absence of the deceased joint tenant.

  5. Is there a fee associated with filing the affidavit?

    Yes, there is typically a fee for filing the affidavit with the county recorder's office. The amount can vary depending on the county and the specific requirements of the office. It is advisable to check with the local county recorder's office for the exact fee schedule and any additional costs that may be involved.

  6. What happens if the deceased tenant had other heirs?

    In a joint tenancy arrangement, the surviving tenant automatically inherits the deceased tenant's share of the property. This means that the deceased's other heirs do not have a claim to the property, as joint tenancy includes the right of survivorship. However, if the property was not held in joint tenancy, or if there are other legal claims, it may be necessary to consult with a legal professional to address those issues.

Form Overview

Fact Name Detail
Purpose The California Death of a Joint Tenant Affidavit is used to transfer ownership of property when one joint tenant passes away.
Governing Law This form is governed by California Probate Code Section 5600 and related statutes.
Eligibility Only joint tenants can use this affidavit. It applies when one tenant dies.
Required Information The affidavit requires the names of the deceased and surviving joint tenants, property description, and date of death.
Signature Requirement The surviving joint tenant must sign the affidavit in front of a notary public.
Filing The completed affidavit should be filed with the county recorder's office where the property is located.
Effect on Title Once filed, the title to the property automatically transfers to the surviving joint tenant.
Cost There may be fees associated with filing the affidavit, which vary by county.
Revocation The affidavit can be revoked if the surviving tenant chooses to sell or transfer the property.
Legal Advice While the form is straightforward, consulting with a legal professional is advisable to ensure proper completion.