ORS 114.525
Content of affidavit

  • rules

(1)

A small estate affidavit must:

(a)

Contain a notice in substantially the following form, printed in at least 14-point bold type immediately below the caption on the first page of the small estate affidavit:

To: Any person to whom a copy of this small estate affidavit is mailed or delivered.
Under ORS 114.535 (Transfer of decedent’s property to affiant), if you owe a debt to the decedent or have personal property of the decedent, you must pay the debt or turn over the property to the affiant. If you refuse, the affiant may ask the court to compel you to pay the debt or turn over the property and you could be responsible for the affiant’s attorney fees.

(b)

State the name and post-office address of the affiant.

(c)

State the authority under which the affiant is filing the small estate affidavit, as provided in ORS 114.515 (Small estate affidavit).

(d)

State that the small estate affidavit is made under ORS 114.505 (Definitions for ORS 114.505 to 114.560) to 114.560 (Exclusive remedy).

(e)

State the name, age, domicile and post-office address and last four digits of the Social Security number of the decedent.

(f)

State the date and place of the decedent’s death.

(g)

Describe and state the fair market value of all property in the estate, valued as provided in ORS 114.510 (Value limitations for small estate), including a legal description of any real property.

(h)

State that no personal representative of the estate has been appointed in Oregon, that there is no pending petition for appointment of a personal representative of the estate in Oregon and that the estate is not currently being administered in Oregon.

(i)

State whether the decedent died testate or intestate.

(j)

List the heirs of the decedent and the last address of each heir as known to the affiant, and state that a copy of the affidavit showing the date of filing and a copy of the will, if the decedent died testate, will be delivered to each heir or mailed to the heir at the last-known address.

(k)

If the decedent died testate, list the devisees of the decedent and the last address of each devisee as known to the affiant and state that a copy of the will and a copy of the affidavit showing the date of filing will be delivered to each devisee or mailed to the devisee at the last-known address.

(L)

State the interest in the property described in the affidavit to which each heir or devisee is entitled and the interest, if any, that will escheat.

(m)

State that reasonable efforts have been made to ascertain creditors of the estate.

(n)

List the claims against the estate that are undisputed by the affiant and that remain unpaid or on account of which the affiant or any other person is entitled to reimbursement from the estate, including the known or estimated amounts of the claims and the names and addresses of the creditors as known to the affiant, and state that a copy of the affidavit showing the date of filing will be delivered to each creditor who has not been paid in full or mailed to the creditor at the last-known address.

(o)

Separately list the name and address of each person known to the affiant to assert a claim against the estate that the affiant disputes and the known or estimated amount of the claims disputed by the affiant and state that a copy of the affidavit showing the date of filing will be delivered to each such person or mailed to the person at the last-known address.

(p)

Intentionally left blank —Ed.

(A)

State the mailing address for presentment of claims; and

(B)

If the affiant wishes to authorize creditors to present claims by electronic mail or facsimile communication, state the electronic mail address or facsimile number for presentment of claims.

(q)

List anticipated administrative expenses and attorney fees, if any.

(r)

State that the affiant is not disqualified from acting as an affiant under ORS 114.515 (Small estate affidavit) (2).

(s)

State that a copy of the affidavit showing the date of filing and a copy of the death record will be mailed or delivered to the Department of Human Services or to the Oregon Health Authority, as prescribed by rule by the department or authority.

(t)

State, to the best of the affiant’s knowledge, whether the decedent was incarcerated in a correctional facility in this state at any time in the 15 years before the decedent’s death and, if the decedent was incarcerated in a correctional facility in this state at any time in the 15 years before the decedent’s death, state that a copy of the affidavit showing the date of filing and a copy of the death record will be mailed or delivered to the Department of Corrections.

(u)

State that undisputed claims against the estate will be paid as provided in ORS 114.545 (Affiant as fiduciary).
(v)
State that claims against the estate not listed in the affidavit or in amounts larger than those listed in the affidavit may be barred unless:

(A)

A claim is presented to the affiant within four months of the filing of the affidavit or amended affidavit at the address, electronic mail address or facsimile number stated in the affidavit for presentation of claims; or

(B)

A petition for appointment of a personal representative of the estate is filed within the time allowed under ORS 114.555 (Transfer of interest of decedent in property described in affidavit).

(w)

If the affidavit lists one or more claims that the affiant disputes, state that any such claim may be barred unless:

(A)

A petition for summary determination is filed within four months of the filing of the affidavit; or

(B)

A petition for appointment of a personal representative of the estate is filed within the time allowed under ORS 114.555 (Transfer of interest of decedent in property described in affidavit).

(2)

The affiant shall file a certified copy of the death record of the decedent as a confidential document.

(3)

If the decedent died testate, the affiant shall file simultaneously with the small estate affidavit:

(a)

Intentionally left blank —Ed.

(A)

The original will; or

(B)

If the original will is filed in an estate proceeding in another jurisdiction, a certified copy of the original will; and

(b)

Proof of the will meeting the requirements of ORS 113.055 (Testimony of attesting witnesses to will). [1973 c.710 §6; 1977 c.239 §3; 1979 c.340 §2; 1989 c.228 §3; 1991 c.191 §3; 1995 c.453 §1; 2001 c.104 §35; 2001 c.620 §2; 2001 c.900 §18a; 2003 c.196 §1; 2003 c.395 §16; 2005 c.22 §93; 2009 c.595 §79; 2013 c.14 §2; 2013 c.366 §60; 2017 c.169 §53; 2019 c.165 §7]

Source: Section 114.525 — Content of affidavit; rules, https://www.­oregonlegislature.­gov/bills_laws/ors/ors114.­html.

Law Review Citations

26 WLR 288 (1990)

114.005
Occupancy of principal dwelling of decedent by spouse and children
114.015
Support of spouse and children
114.025
Petition for support and answer
114.035
Temporary support
114.045
Modification or termination of support
114.055
Nature of support
114.065
Limitations on support
114.075
Priority of support
114.085
Setting apart whole estate for support
114.205
No distinction between real and personal property
114.215
Devolution of and title to property
114.225
Possession and control of decedent’s estate
114.255
Commencement of duties and powers of personal representative
114.265
General duties of personal representative
114.275
Personal representative to proceed without court order
114.285
Naming or appointment of personal representative does not discharge claim
114.295
Discharge or devise in will of claim of testator
114.305
Transactions authorized for personal representative
114.315
Right to perfect lien or security interest
114.325
Power to sell, mortgage, lease and deal with property
114.333
Transfer of title and interest to real property by foreign personal representative
114.335
Court order for sale, mortgage or lease
114.345
Title conveyed free of claims of creditors
114.355
Sale or encumbrance to personal representative voidable
114.365
Validation of certain sales
114.375
Nonliability of transfer agents
114.385
Persons dealing with personal representative
114.395
Improper exercise of power
114.405
Personal liability of personal representative
114.415
Copersonal representatives
114.425
Discovery of property, writings and information
114.435
Power to avoid transfers
114.441
Definitions for ORS 114.441 to 114.462
114.444
Application
114.447
Court approval of settlement of personal injury claim or wrongful death claim
114.450
Deferral of requirements
114.453
Petition for appointment of personal representative
114.456
Information to beneficiaries and Department of Human Services and Oregon Health Authority
114.459
Waiver of requirements
114.462
Motion to close estate
114.505
Definitions for ORS 114.505 to 114.560
114.510
Value limitations for small estate
114.515
Small estate affidavit
114.517
Approval of attorneys filing affidavits for recipients of Medicaid or other public assistance
114.520
Authorization from State Treasurer required for filing of affidavit by creditor if decedent dies intestate and without heirs
114.525
Content of affidavit
114.535
Transfer of decedent’s property to affiant
114.537
Safe deposit boxes
114.540
Procedure for claims
114.542
Summary determination
114.545
Affiant as fiduciary
114.547
Sales and transfers to third parties
114.549
Liability of affiant
114.550
Summary review of administration of estate
114.552
Filing fees
114.555
Transfer of interest of decedent in property described in affidavit
114.560
Exclusive remedy
114.600
Elective share generally
114.605
Amount of elective share
114.610
Manner of making election
114.615
Payment of elective share
114.620
Waiver of right to elect and other rights
114.625
Who may exercise right of election
114.630
Augmented estate
114.635
Exclusions from augmented estate
114.650
Decedent’s probate estate
114.660
Decedent’s nonprobate estate
114.665
Decedent’s nonprobate estate
114.675
Surviving spouse’s estate
114.685
Decedent’s probate transfers to surviving spouse
114.690
Decedent’s nonprobate transfers to surviving spouse
114.700
Priority of sources from which elective share payable
114.705
Liability of recipients of decedent’s nonprobate estate
114.710
Protective order
114.720
Proceedings to claim elective share
114.725
Effect of separation
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