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Floralscent Asked September 2018

Mom passed away with no assets. Do I still need to fill out a Small Estate Affidavit form for the state of IN?

Mom passed away with no assets aside from a few pieces of furniture in her assisted living apartment. My brother & I donated that furniture after her death & there is nothing for us to split up. There was a bit of money in a joint checking acct that my mom and brother had. We used that money to pay for a nice but very modest funeral. Since there is nothing left, there is no reason for probate. Mom lived in IN, which has a small estate affidavit form for someone that has $50,000 or less after death. After reading the form, it seems like I would need to identify assets and name who they go to. Since there are no assets/money, I feel like I don't need to fill out the form as Mom has no assets for me to list on the form. My brother and I get along well and are of the same thinking. Am I correct in not filling out the form & if so...is there anything I need to do or can I just leave well enough alone & do nothing?


 


Thank you-

shad250 Sep 2018
I'm sorry for the loss of your mom. If she had no outstanding debts, then there would probably be little need to fill out the form.

JoAnn29 Sep 2018
I would think there is a phone number you can call if any questions.

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