New York Estate Planning Resources
In-depth guides covering New York probate laws, trust requirements, and estate planning strategies.
In-depth guides covering New York probate laws, trust requirements, and estate planning strategies.
Complete New York's official SEAFF09 Affidavit in Relation to Settlement of Estate Under Article 13, SCPA for estates up to $50,000. N.Y. SCPA §§ 1301-1312 (Article 13).
Step 1 of 6
The New York affidavit identifies the claiming successor and the basis of entitlement.
The decedent's state. Only states where this tool prepares the affidavit are listed; other states' pages explain their procedure.
The successor signing the affidavit.
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Yes — SEAFF09 Affidavit in Relation to Settlement of Estate Under Article 13, SCPA, and its use is required. This tool completes the official form with the estate, successor, and property details.
$50,000, per N.Y. SCPA §§ 1301-1312 (Article 13). This tool checks the entered estate value against the limit and does not prepare an affidavit for an estate over it.
Intestate: the surviving adult spouse, then a competent adult child, grandchild, parent, sibling, niece/nephew, or aunt/uncle, then a guardian or committee of a distributee, then the county chief fiscal officer or public administrator. Testate: the named executor or alternate executor; if the named executor renounces or fails to qualify within 30 days of filing the will, any adult eligible for letters of administration with will annexed. No other person may become a voluntary administrator. N.Y. SCPA § 1303.
Filed with the clerk of the Surrogate's Court of the county of the decedent's domicile (for a non-domiciliary, the county where the personal property is located), with a certified copy of the death certificate; the clerk files the affidavit, assigns it a number, and charges a $1 filing fee (SCPA § 1304). The court issues a short form certificate; the voluntary administrator collects each asset by delivering the certificate and a receipt (SCPA § 1305), and a certified copy of the affidavit is prima facie proof of the facts stated (SCPA § 1306).
Delivery of the court's short form certificate, the voluntary administrator's receipt, and surrender of any evidentiary document 'shall constitute a complete release and discharge for any payment of money or delivery of personal property made pursuant to the certificate,' without the payor being required to see to the application thereof (SCPA § 1305).
Personal property only: a small estate is 'the estate of a domiciliary or a non-domiciliary who dies leaving personal property having a gross value of $50,000 or less' exclusive of property set off under EPTL 5-3.1(a) (SCPA § 1301). Real property is not administered under Article 13. N.Y. SCPA § 1301.
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